MRVL's base case turns $1,000 into ~$1,549 by 2030, while 40 Wall Street ******* ysts hold buy ratings with zero sells.
The potential LITE acquisition triggered an 11.4% selloff today, and Morningstar warned the deal risks a steep overpay.
Google's expanded custom silicon deal with Marvell includes a warrant to acquire up to 7% of shares tied to revenue milestones.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and Marvell Technology didn't make the cut. Enter your email to see the names that beat MRVL. The report is free. Enter your email and see if any of your stocks made the cut.
Marvell Technology (NASDAQ:MRVL) shares traded at $222.97 at midday, a decline of 11.4% on the session. The drop followed reports that the chipmaker is close to a megadeal for Lumentum (NASDAQ:LITE) as part of an AI push.

#enter #stocks

The 2020s will go down in history as one of the best times to be a stock market investor. After a brief dip in 2022, the benchmark S&P 500 (SNPINDEX: ^GSPC) has soared by an average of roughly 21% per year -- double its 100-year average annual return of 10%.
That said, history shows us that significant drawdowns often follow periods of unusually elevated stock market gains as the market reverts to its long-running mean. Let's discuss some of the challenges facing this bull market to try to figure out what might come next.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
By now, most investors have probably heard about the cyclically adjusted price-to-earnings (CAPE) ratio. This metric compares the price of the S&P 500 with its average inflation-adjusted earnings over the past decade. The long time frame smooths out short-term fluctuations, providing a clearer picture of the market's value relative to historical norms.
Right now, the CAPE ratio stands at 40.5, which is well above its average of 17.4. The other two major peaks occurred before the Great Depression in 1929 and during the dot-com bubble in 1999, when it hit its all-time high of 44.19. Both milestones were followed by substantial declines in equity prices over the subsequent years as the speculative bubbles deflated.

#missed #Stock #long #investors

The "American Dream" costs about $5.3 million over a lifetime, up 4.1% from last year's updated total and faster than wages grew.
The costs of owning a house, paying for new cars and retirement expenses make up nearly 70% of the overall total.
Healthcare and car ownership prices were little changed from last year, but up substantially from five years ago.
The cost of the American Dream is rising faster than our paychecks can cover it.
That's according to an Investopedia ***** ysis of eight classic milestones: owning a home, buying new cars, raising two children and sending them to college, retiring, paying for healthcare, having a wedding, owning pets, and taking a yearly vacation. The lifetime tab, $5.3 million, is up 4.1% from a year ago. By comparison, private-sector wages and salaries in the 12 months through June rose 3.1%, according to the Bureau of Labor Statistics' Employment Cost Index.

#dream #last #total

Realty Income (NYSE: O) buyers who entered at the 2013 acquisition milestone turned $1,000 into $2,444, a 144% total return through October 2026.
Buying when Realty Income joined the Dividend Aristocrats in 2020 at $54.21 left investors with just 0.07% total return after six years, as dividends failed to offset share price decline.
Prestige-driven entries consistently underperformed, while the best recent result came after shares already fell, with the 2024 Spirit Realty entry returning 13%.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Realty Income (NYSE:O) built its reputation on reliable monthly income. (Seven of our favorite monthly payers are rounded up in this free report.) Among the key milestones discussed here, its first two were excellent entry points; the three that followed were poor ones. Each return below runs from the milestone's adjusted price to the October 6, 2026, close of $54.25, adjusted for splits and dividends.

#income #october #dividends #price

Interested in Axsome Therapeutics, Inc.? Here are five stocks we like better.
Auvelity remains Axsome's main growth driver: It generated more than $180 million of the company's $218.4 million in second-quarter revenue, while its new Alzheimer's disease agitation indication is supported by an expanded sales force of more than 600 representatives.
The commercial portfolio is expanding: Sunosi continues to grow, and SYMBRAVO revenue increased 30% sequentially in the second quarter as Axsome expanded its migraine sales team.
Pipeline and finances are strengthening: Axsome has several late-stage programs and upcoming clinical milestones, ended the quarter with $320 million in cash, and said it is approaching cash-flow positivity.
Biotech Is Heating Up—These 2 Red-Hot Stocks Stand Out

#second

QS stock has fallen 51% year to date to near its 52-week low of $4.77, despite a Q2 earnings beat and $859 million in liquidity.
Enovix and Eos Energy are down 59% and 65% YTD as battery ETF LIT gained 8%, showing the market penalizing pre-revenue companies.
No **** ysts rate QS a buy, and production milestones stretch well into the late 2020s, yet Honda's rigorous technology validation strengthens the long-duration bull case.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Shares of QuantumScape (NYSE:QS) are down 1% to $5.14 in Tuesday afternoon trading, extending a slide that has left the solid-state battery developer down 51% year to date. QuantumScape stock now trades near the bottom of a 52-week range that topped $19 last fall.

#Stock #date #near #week

The Washington Nationals bullpen blowing games is nothing new and we saw that today. However, the offense bailing out the bullpen and fighting back in the late innings was something different. That fight late in the game helped the Nats get their second walk off win of the season and win the series against the Angels,
As we have discussed, CJ Abrams has really been struggling lately. However, this series has seen a much more lively version of Abrams. While the Angels are not a good team, you cannot solely attribute this improvement to just seeing bad pitching. Walbert Urena was averaging over 99 MPH, but Abrams was still able to get the Nats on the board with an RBI double in the 1st.
cj x abi run collab pic.twitter.com/eWgugX0ZfM
These last couple of weeks are very important for the Nats shortstop/second baseman. His OPS is still a ways off what it was a couple months ago. However, if he can stabilize these last couple of weeks, he can end the season on a positive note. There are still plenty of milestones for CJ to reach. He is one stolen base away from a 30-30 season and 4 RBI's away from 100.
His 29th stolen base was perhaps his most important of the season. In the bottom of the 10th inning, the Nats had runners on first and second with 1 out. Abrams noticed that the pitcher was not paying enough attention to him and took off. He swiped third base without a throw. That stolen base ended up winning the Nats the game.

#season #base #still

Intellia Therapeutics, Inc. (NASDAQ:NTLA) entered a five-year senior secured credit facility with OrbiMed for up to $400 million and drew $75 million at closing. The remaining $325 million depends on milestones or further lender agreement.
The facility bears interest at an annual rate equal to the greater of 3% or the one-month Secured Overnight Financing Rate, plus 6.15%, payable monthly. The formula sets a 9.15% minimum. Applying that floor to the initial borrowing produces approximately $6.9 million of article-calculated annual interest before commitment, administrative, undrawn-amount, and facility fees.
The financing arrives as Intellia Therapeutics, Inc. (NASDAQ:NTLA) prepares for a potential U.S. launch of lonvoguran ziclumeran, or lonvo-z, for hereditary angioedema. Intellia Therapeutics, Inc. (NASDAQ:NTLA) held $628.4 million of cash, cash equivalents, and marketable securities as of June 30, but reported a $106.6 million second-quarter net loss.
The staged structure gives Intellia Therapeutics, Inc. (NASDAQ:NTLA) capital without issuing equity at closing and avoids drawing the full amount before milestones that could support additional debt.
A second $75 million tranche becomes available at the option of Intellia Therapeutics, Inc. (NASDAQ:NTLA) if the FDA approves the biologics license application for lonvo-z before a specified date. Three further $40 million tranches depend on lonvo-z revenue targets, while another $30 million requires an equity-fundraising milestone. This links most committed borrowing capacity to regulatory and commercial progress.

#million #therapeutics #ntla #lonvo

Saturday isn't just another game for the Oregon Ducks. A couple of milestones are attached as the boys in green and white travel down to Stillwater to face the Oklahoma State Cowboys.
For starters, Dan Lanning has something on the line this week against the Cowboys. With a victory, the Ducks' 40-year-old head coach will celebrate his 50th career win at Oregon, which would put him in an elite club in program history.
That milestone may not come with a banner or a trophy, but it puts him in rarefied air in Eugene; the last Oregon coach to cross 50 wins was Mike Bellotti, back in 2001, his seventh year at the helm.
Since Bellotti, coaches like Chip Kelly, Mark Helfrich, Willie Taggart, and Mario Cristobal have all fallen short of the mark that Lanning is about to hit in his fifth season. In Oregon history, only three other coaches have crossed the 50-win mark: Bellotti, Rich Brooks, and Len Casanova.
Chip Kelly notably had 46 wins in four seasons as the Ducks' head coach.

#chip

Investors love to check automakers' quarterly (or otherwise) delivery figures, especially when it comes to young electric vehicle (EV) makers that are surviving amid low volume and scale. Rivian's (NASDAQ: RIVN) R2 has been long-hyped, and on June 9, 2026, customers finally began receiving their prized ride. However, while Wall Street ****** ysts obsess over delivery charts and the smallest gains or losses, savvy investors know the R2 is about much more than increasing deliveries and revenue for the young EV maker. Here is one big development that's often forgotten.
One of Rivian's underappreciated strengths is its ability to bring in investment from larger companies that see value in Rivian's software technology or vehicles as a service. In this case, Rivian's mass-market R2 was a solid choice for Uber Technologies (NYSE: UBER) to add to its numerous investments for robotaxi joint ventures. Uber will invest up to $1.25 billion in Rivian through 2031, after it meets certain conditions and milestones, and the statement from Uber CEO Dara Khosrowshahi emphasizes Rivian's growing value with its vertical integration.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
"We're big believers in Rivian's approach -- designing the vehicle, compute platform, and software stack together, while maintaining end-to-end control of scaled manufacturing and supply in the U.S.," Khosrowshahi said in a press release.
Uber and Rivian expect to deploy 10,000 fully autonomous R2 robotaxis during their joint venture's first phase. San Francisco and Miami are circled in red to host the initial R2 robotaxi deployments in 2028, with the target of entering 25 additional cities by 2031. If all goes well for the joint venture, there's an option for the companies to negotiate the purchase of up to 40,000 additional R2 vehicles beginning in 2030.

#uber #delivery #young

Dua Lipa and Callum Turner share a love of traveling
The couple, who married in May 2026, have vacationed across the world
The "One Kiss" singer frequently shares sweet pictures of her and her husband globetrotting
If there's one thing Dua Lipa and Callum Turner love to do, it's travel together!
The "Houdini" singer and the One Night Only actor have celebrated major milestones and embarked upon several adventures together across the world ever since they started dating in January 2024. Lipa even made their relationship Instagram official by posting a picture of them hanging out at a festival in England.

#callum #turner #singer

On August 5, Protagonist Therapeutics (NASDAQ:PTGX) reported second-quarter 2026 results that flipped the company from red ink to a $162.8 million profit, or $2.29 per diluted share, compared with a $34.8 million loss a year earlier. The swing came as the company banked payments tied to two drugs moving from the lab bench to the pharmacy counter: ICOTYDE, an oral psoriasis treatment, and rusfertide, an injectable now awaiting an FDA decision. Cash and marketable securities climbed to $849.5 million. Here's what's fueling the optimism, and what could complicate it.
The quarter marked the first full three months of commercial sales for ICOTYDE, which won FDA approval on March 18 for moderate-to-severe plaque psoriasis in patients 12 and older weighing at least 40 kg. That approval triggered a $50 million milestone payment and made ICOTYDE, according to the company, the first and only FDA-approved targeted oral peptide for the condition. Protagonist can still collect up to $580 million more in milestones from partner Johnson & Johnson, plus royalties that average around 7.25 percent at $4 billion in annual sales.
Rusfertide carries even more weight. Its new drug application sits under Priority Review with a PDUFA goal date in August, backed by Breakthrough Therapy, Orphan Drug, and Fast Track designations for polycythemia vera. Partner Takeda already paid Protagonist $200 million on an opt-out election in April, with another $200 million and a $75 million approval milestone still due, on top of royalties that can reach 29 percent of sales above $1.5 billion. Behind both drugs, PN-881, an oral IL-17 antagonist, is heading into a Phase 2b psoriasis program in early 2027 after Phase 1 data showed drug levels beating their pharmacokinetic targets, and a Phase 1 study just began for PN-477sc, an injectable obesity peptide.
Look closer at that $213.5 million in license and collaboration revenue, and $192.4 million of it traces to the proportional recognition of Takeda's initial opt-out payment, not repeatable product sales. A year earlier, the same line item was just $5.5 million, so the growth reflects a single deal event more than an operating business scaling up. And that opt-out itself cuts both ways: Protagonist gave up its right to develop and commercialize rusfertide on its own, trading full ownership for royalties and milestones that depend on Takeda's execution rather than Protagonist's.
Spending is also set to climb. Management expects research and development costs to increase significantly in the second half of 2026 versus the first half, driven by the new PN-881 Phase 2b program, manufacturing investments, and added headcount. General and administrative costs are rising too, largely on stock-based compensation. And rusfertide's fate still hinges on an FDA decision that hasn't happened yet, priority review or not.

#protagonist

Dennis Quaid reflected on his son Jack Quaid's 2026 wedding, comparing it to dropping him off at college 16 years ago
Jack married Claudia Doumit, his costar on The Boys, in April
"It just, it really gets emotional," Dennis told PEOPLE exclusively
Dennis Quaid is feeling "very emotional" about his kids' life milestones.
Speaking exclusively with PEOPLE at the Nashville screening of documentary Water Wars on Wednesday, Sept. 2, the 72-year-old actor discussed his son Jack Quaid's recent wedding after opening up about dropping his 18-year-old twins, Thomas and Zoe, off at college.

#college #exclusively

Kala Bio, Inc. (NASDAQ:KALA) and Virotek Inc. have finalised an exclusive distribution and reseller agreement covering Virotek's ophthalmology genomic testing and screening programme in the United States.
Under the agreement, which took effect on September 4, 2026, Kala will serve as the sole U.S. distributor of the programme and will have the right to market, promote, distribute and resell Virotek's ophthalmology genetic testing services.
The agreement has an initial one-year term, with continued exclusivity dependent on Kala achieving agreed commercial milestones. It follows a non-binding letter of intent announced on September 1, 2026.
Virotek will remain responsible for the programme's infrastructure, supply of testing kits, specimen processing and clinical reporting. The company will also provide training and supporting materials to Kala's channel partners.
The companies have agreed to a profit-sharing arrangement that will take effect after Virotek recovers its programme costs. No additional financial terms were disclosed.

#programme

Bitcoin was trading at $77,121 on Thursday, having clawed back much of its summer losses in a sharp August rally.
The cryptocurrency gained roughly 24% during August alone, rising from around $62,600 at the start of the month to a peak of $80,797 on August 25.
That rebound has reshaped betting on Polymarket, the prediction market platform, where traders wager on which price milestones Bitcoin will hit before the end of 2026.
The market, which has attracted $62.1 million in trading volume since launching in November 2025, currently prices a rise to $90,000 at 44%.
A move to $100,000 is priced at 22%, while $110,000 sits at just 13%. On the downside, traders **** ign an 87% probability to Bitcoin falling below $55,000 again before the year is out, reflecting the scars of a volatile summer.

#summer

On August 26, Biohaven (NYSE:BHVN) and SK Biopharmaceuticals announced a global licensing agreement covering opakalim, Biohaven's lead epilepsy candidate, in a deal worth up to $795 million plus royalties. SK Biopharmaceuticals picks up exclusive worldwide rights to Biohaven's Kv7 ion channel platform, while Biohaven walks away with $400 million in near-term cash. The timing lines up with an August 10, 2026 earnings report that showed Biohaven still losing well over $100 million a quarter, and the gap between those two dates explains a lot about why this deal happened now.
SK Biopharmaceuticals will pay up to $795 million in upfront and milestone payments connected to the Kv7 platform, on top of tiered royalties on US net sales of opakalim that range from the mid-teens to low twenties. Biohaven collects $350 million at closing and another $50 million in 2027, with as much as $150 million more available through development and regulatory milestones plus royalties on global sales. SK Biopharmaceuticals is also taking over Kv7 program costs going forward, including certain Knopp Biosciences obligations. CEO Vlad Coric described the structure as proof Biohaven can monetize its pipeline through partnerships rather than leaning on public markets for cash.
The deal only makes sense because opakalim looks like it works. In a proof-of-concept study in idiopathic generalized epilepsy, the median time to a second generalized tonic-clonic seizure stretched to 141 days on opakalim versus 47 days on placebo, and a third of patients made it through the full 24 weeks without a second seizure. In focal epilepsy, 54% of patients in an open-label extension study saw at least a 50% drop in seizure frequency over any six months, in a group of more than 100 patients.
Opakalim is also designed as a once-daily pill with no ******* ration required, a real edge over older antiseizure drugs. Pairing that data with SK Biopharmaceuticals, the company behind XCOPRI and the only firm to bring a new focal-seizure drug to the US market since 2016, gives Opakalim a commercial path Biohaven would have struggled to build alone. The cash also buys runway for the rest of the pipeline, including protein degraders BHV-1300 and BHV-1400, which have shown rapid, selective reductions in disease-driving antibodies in Graves' disease and IgA nephropathy with clean safety data across nearly 200 patients dosed.
Biohaven is giving up full ownership of an ******* et it now believes could be a major seller. Royalties in the mid-teens to low twenties are real money, but they are a fraction of what outright ownership of an approved epilepsy drug would be worth, and $50 million of the $400 million upfront does not arrive until 2027. The Knopp Biosciences obligations SK Biopharmaceuticals is absorbing, worth up to $245 million plus mid-single-digit royalties, are a reminder that other parties already have claims on opakalim's future revenue before Biohaven sees a dollar of profit from it.

#ro

Fervo Energy (NASDAQ:FRVO), an enhanced geothermal power developer and independent power producer, closed at $19.75, up 28.41%. Pre-market, the company said it signed a 396-megawatt power purchase agreement with Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and investors are watching next quarter's earnings and project milestones. Trading volume reached 35.0M shares, coming in about 851% above its three-month average of 3.7M shares. Fervo Energy IPO'd in 2026 and has fallen 46% since going public.
S&P 500 (SNPINDEX:^GSPC) closed at 7,633, down 0.70%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 26,100, down 1.03%. Among utility-scale geothermal power generation and geothermal technology peers, Ormat Technologies (NYSE:ORA) closed at $107.33, up 5.23%, and NextEra Energy (NYSE:NEE) closed at $82.91, up 0.69%, highlighting stronger interest in clean-power names tied to data-center demand.
Fervo Energy shares soared 28% after announcing a major 396-MW purchase agreement with Google, providing visibility into potential revenue for years to come from a top-tier customer. Google will also have the option to expand the deal by 600 MW, bringing it to nearly 1 GW in 2030.
Overall, the deal seems like a natural pairing. Fervo can begin selling power to Google in 2028 from its Cape Station project in Utah, while the company tries to build an artificial intelligence data center in the state. Though Google still has to jump through all the regulatory hurdles to build a data center there, Fervo's 24/7 carbon-free, thermal energy would be an ideal solution for the tech behemoth.
That said, Fervo's projects are still in progress, and Google's rapid data center build-out could decelerate due to any type of AI slowdown, so investors need to note that volatility is unavoidable in this virtually pre-revenue stock, especially as it will be under pressure to supply the amount of power needed in just a few years.

#NASDAQ

On August 12, Royalty Pharma (NASDAQ:RPRX) agreed to pay Zealand Pharma $100 million for the rights to future royalties on rusfertide, an experimental treatment for a rare blood disorder called polycythemia vera. It is Royalty Pharma's second collaboration with Zealand, and it arrives just as rusfertide awaits a decision from the FDA. For a company that makes its living buying pieces of other companies' drugs, the timing says a lot about how it weighs risk against reward before a regulatory verdict even lands.
Royalty Pharma's business depends on picking the right moment to buy into a drug's future, and this deal fits that pattern. Under the agreement, $50 million changes hands at closing and the remaining $50 million arrives on the first anniversary, in exchange for a 1% royalty on rusfertide's global sales plus any regulatory and commercial milestones. Rusfertide, a once-weekly self-injected therapy that mimics the hormone hepcidin to control iron levels in polycythemia vera patients, already has an FDA goal date set for the third quarter of 2026, with Takeda lined up to handle commercialization worldwide. That is a near-term catalyst most royalty purchases do not carry.
The broader portfolio backs up the confidence. Royalty Receipts grew 14% to $768 million in the second quarter of 2026, lifted by Tremfya, Voranigo, Imdelltra and Evrysdi, and the company raised its full-year 2026 guidance for Portfolio Receipts to a range of $3.4 billion to $3.5 billion, the second increase this year. Capital deployment has already topped $1 billion in 2026, including a July 2026 royalty purchase tied to AstraZeneca's cliramitug, pushing the development-stage pipeline to 19 potential therapies. Even after repaying a $380 million term loan in July 2026, Royalty Pharma still paid a quarterly dividend of $0.235 per share and bought back $45 million of stock in the second quarter alone.
Not every royalty ages well, and Royalty Pharma's own numbers show it. Promacta royalties fell 75% in the second quarter of 2026 to just $8 million as US generic competition took hold, and Imbruvica payments slipped 16% to $36 million, a reminder that patent cliffs eventually catch up to even the steadiest cash flows. That same risk sits underneath every new deal the company signs, including the one with Zealand.
The rusfertide agreement carries its own strings. Royalty Pharma's 1% royalty stops scaling once global sales pass $1.5 billion, at which point Zealand keeps a 0.25% cut and Royalty Pharma only 0.75%, so the largest commercial outcomes get split rather than fully captured. And rusfertide still has not cleared the FDA. The agency's goal date only falls in the third quarter of 2026, meaning the second $50 million payment is committed before regulators finish their review. Layer that onto a balance sheet carrying $9.2 billion in total debt principal against $812 million of cash as of June 30, 2026, and it becomes clear this is a company funding new bets with borrowed as w

Microsoft's next major AI constraint may be measured in turbines rather than processors. On June 22, Microsoft Corporation (NASDAQ:MSFT) entered a 20-year power purchase agreement with Energy Forge One LLC, a wholly owned subsidiary of Chevron Corporation (NYSE:CVX), for a planned West Texas data-center project. The Kilby development targets 2.67 gigawatts of generation, with initial power expected in 2028. Its scale suggests that securing dependable electricity is becoming as strategic to hyperscalers as securing accelerators.
Tupungato / Shutterstock.com
Microsoft Corporation (NASDAQ:MSFT) gets a dedicated path to capacity in a grid-constrained market. Natural gas can provide round-the-clock generation that complements intermittent renewables and supports the reliability AI clusters require. A two-decade contract can also give developers confidence to finance construction. The bull case is simple: Microsoft protects its cloud growth by solving power locally instead of waiting years for transmission expansion.
Chevron Corporation (NYSE:CVX) gains a new outlet for its gas and an opportunity to move downstream into integrated power. If Kilby works, Chevron can replicate a model that converts energy resources and project expertise into long-duration data-center cash flows. Yet the project has not reached a final investment decision. Construction, permitting, fuel costs, emissions rules, and customer requirements can all change the economics before power begins flowing.
Those uncertainties create bear cases for both companies. Microsoft is committing to an energy pathway as AI hardware and efficiency evolve rapidly, and a long contract can become less attractive if power markets change. Chevron and its partners must commit capital years before the **** et is operational while managing construction, fuel-cost and carbon-policy risks. Gas solves the reliability problem, but it may intensify political and regulatory scrutiny around AI's environmental footprint. The critical milestones are final investment approval, permitting, construction costs, and data showing that the first power date remains achievable. Until those arrive, the agreement secures intent rather than operating supply.

#power #data

Elastic N.V. (NYSE:ESTC) delivered a quarter that should have won over Wall Street. An earnings beat, growing enterprise adoption of its AI-powered search and cloud platform, and guidance pointing to continued revenue growth through fiscal 2027.
The AI-fueled beat led shares spiking more than 15% in after-hours trading, but DA Davidson chose to remain Neutral on the stock. On August 28, the firm raised its price target on Elastic NV (NYSE:ESTC) shares to $100 from $80 while maintaining a Neutral rating.
For first quarter of fiscal 2027 ending July 31, 2026, the Search AI Company announced total revenues of $478 million, an increase of 15% year-over-year. Total subscription revenue also rose by the same percentage year-over-year to $449 million. Sales-led subscription revenue was $399 million, an increase of 18% year-over-year.
Sales-led subscription revenue is a reflection of Elastic's progress with its larger customers, a segment management is explicitly focused on to improve for achieving its long-term financial and product milestones. The company also reported adding more than 80 customers with annual contract value above $100,000, bringing the total to over 1,800.
Firm Da Davidson particularly mentioned the company's improving demand for Elastic's Security solution backed by a heightened threat landscape.

#estc

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway.
On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an Outperform rating. His note serves as a bull case that explains why the selloff was wrong, while the market reaction serves as the bear case for why it wasn't.
Several factors led Oppenheimer to raise its price target and reiterate its Outperform rating. For starters, Marvell's revenue rose 37% to $2.7 billion, $39 million above the company's guidance. The firm noted that the company has raised its calendar year 2026 revenue outlook to $12 billion, up from $11.5 billion last quarter. Marvell now anticipates calendar year 2027 revenue of $18 billion, up from its $16.5 billion outlook in May and $15 billion in March.
A majority of this raise is driven by interconnect products, while the rest is driven by custom chip programs. Its Trainium and Maia programs also remain on track, with Maia likely to contribute $700 million in revenue next year. The quarter highlighted strong AI-related demand across the company's data center portfolio, with data center representing 79% of total revenues.
Speaking of the Google-Marvell expanded partnership announced recently, the firm noted how the full vesting of warrants would imply roughly $120 billion in **** ulative Google purchases over an estimated seven years if milestones are met.

#billion #Google #year #oppenheimer

South Africa continued their strong run in the Namibia T20I Tri-Series with another convincing victory over Zimbabwe, securing a comfortable 43-run win in the fourth match at the Namibia Cricket Ground on Tuesday.

Lhuan-dre Pretorius narrowly missed out on a maiden T20I century but produced a career-best 94 to set up South Africa's second victory over Zimbabwe in the tournament. The opener's sensational knock came off just 51 ******* and featured 12 fours and three sixes.

Pretorius was named Player of the Match after helping South Africa post 185/7 before their bowlers completed the job by dismissing Zimbabwe for 142 in 17.4 overs.
Put into bat, South Africa made an aggressive start, with Pretorius anchoring the innings and playing a key role in two partnerships of more than 50 runs for the first two wickets.

He found an able partner in Dewald Brevis, who struck 41 off 27 ******* , as the Proteas built a strong platform. Zimbabwe did manage to fight back with regular wickets towards the latter stages, but South Africa had already done enough damage to reach a competitive 185/7.

Pretorius fell six runs short of a century, but the opener insisted the team victory mattered more than his individual milestone.

"Yeah, that's fine. I'm just glad we got over the line. Milestones will come and go, and yeah, it wasn't meant to be today, but I was just glad because we said at the 14-over mark we wanted to get to 200, and I knew if I got the team to 200 I'd get to the milestone. But yeah, I think milestones come and go, and today was not meant to be, but we won, so it's good," Pretorius said.
Zimbabwe needed 186 for victory but struggled to maintain momentum after a promising beginning from Brian Bennett.

Their powerplay was derailed by a double-wicket maiden from captain Bjorn Fortuin, and South Africa struck again soon after the fielding restrictions ended.

Duan Jansen produced a decisive burst, taking three wickets in four ******* across two overs to leave Zimbabwe in serious trouble.

Captain Sikandar Raza offered some resistance with 45 off 33 ******* , while Newman Nyamhuri added 27 with some aggressive hitting. But the pair could only reduce the eventual margin of defeat as Zimbabwe were bowled out for 142.

Fortuin was the standout bowler, finishing with 4/24 from 3.4 overs, while Jansen claimed 3/21. The pair shared seven wickets between them as South Africa repeatedly struck at crucial moments.

The result gives South Africa their second win over Zimbabwe in the tri-series, with Pretorius' near-century and a disciplined bowling performance combining to secure another comprehensive victory.

#south #pretorius

Bayern Munich head coach Vincent Kompany has heard the theories that the squad could use a "goalkeeper by competition" strategy, but the boss does not want anyone to think that will be the case for his team during the 2026/27 season.
Against VfL Osnabrück on Wednesday, Kompany will start Jonas Urbig.
"I dismiss the idea of having a dedicated cup or Champions League goalkeeper. We're looking at the fixture list; it's about seeing what's best – also for Manuel Neuer and giving Jonas a chance to shine. I did that once in my first year as head coach, and it was a mistake," said Kompany (as captured by iMiaSanMia). "Jonas Urbig will start in goal tomorrow. Over the course of the season, it will be the same as last term. We've already put an incredible amount of trust in Jonas. He's played in many important matches, such as the cup final. These are milestones that show he can perform in big games."
For the betterment of the squad — and also the health of Neuer and the development of Urbig — Kompany will manage the workload balance as he sees fit and base it on how he ****** ses each player, not on what competition a game is in.
That, indeed, sounds like a plan.

#kompany #jonas #coach #squad

Diana, Princess of Wales, is known for many things, from her philanthropy and very public marriage to and split from the now King Charles III to her motherhood with William, Prince of Wales, and Prince Harry, Duke of Sussex, and tragic death nearly 30 years ago, on Aug. 31, 1997. In addition to her many accomplishments, life events and milestones, though, Princess Diana is also forever known for her sense of fashion that garnered considerable attention throughout her life and has continued to make her a fashion icon today.
Even among Diana fans and royal watchers, many of her most famous looks have only been seen on TV, on the covers of magazines or in old photographs, but now, a brand-new exhibit coming to the United States this year will allow guests to get an up-close look in person at some of the late princess's most celebrated items. The exhibit, ***** led "Princess Diana: Love Life Legacy — A Life of Giving," will open at the Ronald Reagan Presidential Foundation's Ronald Reagan Presidential Library and Museum on Nov. 7 and will feature more than 700 artifacts from Princess Diana's life.
Among the items to be on display are Princess Diana's beloved "black sheep" sweater, the long black gown she wore when dancing with John Travolta, her wedding slippers and her "final goodbye" dress—the final gown she tried on before her death, revealed to the public for the first time—among many others.
In addition to these items of clothing, this exhibit will feature various handbags, shoes, jewelry, historical documents, handwritten letters, myriad personal possessions and more. Certain artifacts will be exclusive to the Ronald Reagan Presidential Foundation, but the "Princess Diana: Love Life Legacy — A Life of Giving" exhibit will go on tour elsewhere after departing The Ronald Reagan Presidential Library and Museum on May 31, 2027. Tickets for the exhibit can be purchased on the Ronald Reagan Foundation website and are available now.
This story was originally published by Parade on Aug 30, 2026, where it first appeared in the News section. Add Parade as a Preferred Source by clicking here.

#ronald

Keke Palmer typically stays out of trouble, but her latest Instagram post has drawn mixed reactions online. While celebrating her birthday, the "True Jackson, VP" actress shared a carousel of photos, including one of her posing with Diddy's sons, King and Justin Combs. In the caption, Palmer shared a heartwarming message, thanking them, along with others, for being there during some of her most precious milestones. Her post prompted some social media users to share their thoughts about her connection to the Combs family, particularly as Diddy remains behind bars following his 2025 conviction.
Palmer celebrated her 33rd birthday on August 26, giving fans a glimpse into her special day with a 20-slide photo dump on Instagram. The carousel opens with a photo of the actress posing alongside Justin and King Combs, with Palmer wrapping her arms tightly around both brothers as she flashes a wide smile at the camera.
"I've known most of these people 4EVER. They still show up for me! So happy spending my birthday with people that believe we deserve to share in happiness with one another," she said in the caption.
"Life is too short not to be in community, I don't need a reason to celebrate with my folks but a birthday will always remind you to show grace and gratitude for where you come from and where you've been, most importantly who you are today. Thankful to God! Another year," she finished.
Palmer's photo caught the attention of her followers, with several taking to the comments to weigh in on her apparent connection to the Combs family.

#post

First Phosphate Corp. (CSE:PHOS, NASDAQ:PHOS, FRA:KD0, OTCQX:FRSPF) earlier this week provided an update on the advancement of its Bégin-Lamarche property, with CEO John Passalacqua highlighting an expanded mineral resource, its NASDAQ uplisting and access to more than $50 million of capital as the company works towards its next development milestones.
Speaking to Proactive, Passalacqua said the updated NI 43-101 mineral resource estimate showed a significant increase in indicated resources and an increase in the volume of material.
He said the most important feature was the "continuity and consistency throughout the entire resource", adding that the update had given First Phosphate confidence to move into a feasibility study as soon as possible.
The feasibility study represents one of the company's key upcoming potential catalysts. Passalacqua said First Phosphate was targeting its release by the end of 2026 or early 2027, with permitting and an investment decision targeted by the end of 2027.
First Phosphate's recent NASDAQ uplisting could also broaden its access to US investors. Passalacqua said the company's American depositary receipt had been uplisted to the exchange, with its management team and board subsequently taking part in the opening bell ceremony in New York.

#passalacqua #phosphate #NASDAQ #access

Tesla (NASDAQ: TSLA) hit major sales milestones in the second quarter of 2026, when it reported $28.2 billion in revenue and surpassed $100 billion in trailing revenue for the first time ever. Despite that, the sentiment around Tesla is largely negative, and its share price is down 21% this year (as of Aug. 27).
I own Tesla stock, and I have no plans of selling. Although the brand has taken a hit, Tesla still excels in several areas, and it's moving into new markets with exciting growth opportunities.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One of the reasons I first invested in Tesla was the popularity of its cars -- I was seeing them everywhere. In 2024, and even more so in 2025, Tesla sales fell, but they have bounced back this year. It reported 480,126 vehicle deliveries in Q2 2026, a 25% year-over-year increase. Automotive revenue totaled $20.5 billion.
Tesla is the second-largest EV manufacturer after BYD. It's essentially a two-horse race at the top of the EV market, and while BYD is strong competition for Tesla internationally, it doesn't sell consumer EVs in the U.S. due to a 100% tariff on Chinese EVs.

#tesla #sales

Al Michaels has reached a remarkable number of milestones, and Thursday night marked his crowning achievement. And it didn't have to do with his work as a legendary play-by-play announcer.
Michaels and his wife, Linda Anne Stamato, celebrated their 60th wedding anniversary on Thursday.
Thursday also brought the first Amazon Prime Video NFL broadcast of the 2026 football season, with the New England Patriots taking on the Cleveland Browns.
So, Michaels had play-by-play duties for Prime Video at Huntington Bank Field, and the Browns wished Al and Linda a happy 60th anniversary on the videoboard.
And with the second half about to start, Cleveland first-year head coach Todd Monken spoke with Prime Video sideline reporter Kaylee Hartung, who asked him about Browns quarterback Dillon Gabriel. Unprompted, Monken used the interview as an opportunity to deliver a message to Al and Linda.

#anniversary

With the returning rally in the price of bitcoin (BTC-USD), comes the return of big calls on bitcoin by the Wall Street bulls.
Bernstein ***** yst Gautum Chhugani thinks bitcoin will notch several important price milestones over the next few years.
"In our base case, we expect bitcoin to reach new all-time high of $150K by mid-2027 and $300K by 2029 end. However, given the macro regime shift, if institutional capital actively chases bitcoin, we could see an accelerated timeline, with bitcoin potentially peaking at $500K in 2029 and rapid recovery to new all-time highs of ~$200K by mid-2027. We maintain our bitcoin price forecast of ~$1 M million by 2033 end across the base and bull case," Chhugani said in a note on Wednesday.
Bitcoin is having a price gusher to close out August.
The price of bitcoin broke through $80,000 early Tuesday for the first time in 15 weeks. In the last 10 days, bitcoin is up 25%.

#Bitcoin #price #wall #bernstein

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Revenue doubled year-over-year in the first half of 2026, driven by the completion of key deliverables and milestones earlier than originally anticipated.
Operating performance improved significantly as the company absorbed the majority of share-based compensation in Q1, leading to a 95% reduction in operating loss by Q2.
Management is deliberately deploying capital into revenue-generating infrastructure, including purchasing GPUs and securing data center capacity, rather than focusing on interest income.
The current gross margin dip reflects a temporary revenue mix weighted toward hardware and mobilization costs as the company builds its installed base.

#company #tell #analysts