19 hours ago
Democrats secured control of the Senate on Tuesday, a seismic shift that effectively blocks President Trump's campaign to reshape the Federal Reserve and neutralizes what many ******* ysts viewed as a threat to the central bank's independence.
It also heightens the challenge for Trump should he maneuver to replace any sitting officials.
"Democrats' control of the Senate reclaims the party's ability to approve or deny the President's nominees for judges and heads of other executive branch agencies," Jonathan Pingle, an economist for UBS, wrote in a note. "That includes the need for Democrats to approve any new members of the Board of Governors of the Federal Reserve System should one of the existing governors step aside."
That political firewall directly impacts the administration's ongoing effort to remove Fed governor Lisa Cook. Trump fired Cook in August 2025, claiming she committed mortgage fraud by making misrepresentations on loan documents years before her appointment to the central bank. Cook, a Biden appointee, has denied any wrongdoing and sued. The lawsuit has gone through multiple court rungs before reaching the Supreme Court earlier this year.
Last month, Trump established a committee to determine whether her statements constituted legal "cause" for removal from the central bank, signaling that his efforts to oust her are continuing.
#reserve
It also heightens the challenge for Trump should he maneuver to replace any sitting officials.
"Democrats' control of the Senate reclaims the party's ability to approve or deny the President's nominees for judges and heads of other executive branch agencies," Jonathan Pingle, an economist for UBS, wrote in a note. "That includes the need for Democrats to approve any new members of the Board of Governors of the Federal Reserve System should one of the existing governors step aside."
That political firewall directly impacts the administration's ongoing effort to remove Fed governor Lisa Cook. Trump fired Cook in August 2025, claiming she committed mortgage fraud by making misrepresentations on loan documents years before her appointment to the central bank. Cook, a Biden appointee, has denied any wrongdoing and sued. The lawsuit has gone through multiple court rungs before reaching the Supreme Court earlier this year.
Last month, Trump established a committee to determine whether her statements constituted legal "cause" for removal from the central bank, signaling that his efforts to oust her are continuing.
#reserve
11 days ago
Charlize Theron leaned into the age-old color-blocking trend for her latest public appearance in a Givenchy outfit. "The Odyssey" star accepted the Award of Inspiration at the amfAR Dallas 2026 on October 24. She looked stunning as ever in the outfit that blended deconstructed athletic wear and avant-garde tailoring.
For the amfAR Dallas 2026, Charlize Theron pulled an outfit straight from the runway. She was wearing a red-and-black color-blocked look from Givenchy's Spring 2027 Ready-to-Wear collection. It featured a fitted, finely ribbed black tank top with a classic scoop neckline. The top had double-strap detailing along the shoulders, creating subtle cutouts. Further, vivid red contrast binding along the neck and armholes framed her upper torso with crisp, geometric energy.
The lower half of the look transitioned into wide-leg trousers featuring a unique architectural drape. A wrapped, jacket-like layer folded downward over the hips. This inverted upper structure featured structured lapels trimmed in matching crimson piping, creating a layered trompe-l'œil effect. The voluminous folds added an intentional sense of asymmetry and rich textural depth to the otherwise minimalist black base.
A black leather belt with an oversized, round metallic disc buckle brought a hardware element that drew the eye straight to her waist. Further, Theron's beauty styling kept the spotlight firmly on the outfit's strong lines and interesting palette. She wore her blonde hair in an edgy, wet-look short crop. Soft, side-swept tendrils casually framed one side of her face while the rest was slicked back cleanly.
The Academy Award winner's makeup was minimal but striking, featuring a matte complexion, defined eyes, light pink blush on her cheeks, and a neutral, rosy-nude lip. She wore a stack of silver earrings that framed her face without distracting from her outfit. Black leather open-toe mules peeked from underneath her trousers, maintaining the dark color palette.
#OUTFIT #framed #theron
For the amfAR Dallas 2026, Charlize Theron pulled an outfit straight from the runway. She was wearing a red-and-black color-blocked look from Givenchy's Spring 2027 Ready-to-Wear collection. It featured a fitted, finely ribbed black tank top with a classic scoop neckline. The top had double-strap detailing along the shoulders, creating subtle cutouts. Further, vivid red contrast binding along the neck and armholes framed her upper torso with crisp, geometric energy.
The lower half of the look transitioned into wide-leg trousers featuring a unique architectural drape. A wrapped, jacket-like layer folded downward over the hips. This inverted upper structure featured structured lapels trimmed in matching crimson piping, creating a layered trompe-l'œil effect. The voluminous folds added an intentional sense of asymmetry and rich textural depth to the otherwise minimalist black base.
A black leather belt with an oversized, round metallic disc buckle brought a hardware element that drew the eye straight to her waist. Further, Theron's beauty styling kept the spotlight firmly on the outfit's strong lines and interesting palette. She wore her blonde hair in an edgy, wet-look short crop. Soft, side-swept tendrils casually framed one side of her face while the rest was slicked back cleanly.
The Academy Award winner's makeup was minimal but striking, featuring a matte complexion, defined eyes, light pink blush on her cheeks, and a neutral, rosy-nude lip. She wore a stack of silver earrings that framed her face without distracting from her outfit. Black leather open-toe mules peeked from underneath her trousers, maintaining the dark color palette.
#OUTFIT #framed #theron
11 days ago
Charlize Theron leaned into the age-old color-blocking trend for her latest public appearance in a Givenchy outfit. "The Odyssey" star accepted the Award of Inspiration at the amfAR Dallas 2026 on October 24. She looked stunning as ever in the outfit that blended deconstructed athletic wear and avant-garde tailoring.
For the amfAR Dallas 2026, Charlize Theron pulled an outfit straight from the runway. She was wearing a red-and-black color-blocked look from Givenchy's Spring 2027 Ready-to-Wear collection. It featured a fitted, finely ribbed black tank top with a classic scoop neckline. The top had double-strap detailing along the shoulders, creating subtle cutouts. Further, vivid red contrast binding along the neck and armholes framed her upper torso with crisp, geometric energy.
The lower half of the look transitioned into wide-leg trousers featuring a unique architectural drape. A wrapped, jacket-like layer folded downward over the hips. This inverted upper structure featured structured lapels trimmed in matching crimson piping, creating a layered trompe-l'œil effect. The voluminous folds added an intentional sense of asymmetry and rich textural depth to the otherwise minimalist black base.
A black leather belt with an oversized, round metallic disc buckle brought a hardware element that drew the eye straight to her waist. Further, Theron's beauty styling kept the spotlight firmly on the outfit's strong lines and interesting palette. She wore her blonde hair in an edgy, wet-look short crop. Soft, side-swept tendrils casually framed one side of her face while the rest was slicked back cleanly.
The Academy Award winner's makeup was minimal but striking, featuring a matte complexion, defined eyes, light pink blush on her cheeks, and a neutral, rosy-nude lip. She wore a stack of silver earrings that framed her face without distracting from her outfit. Black leather open-toe mules peeked from underneath her trousers, maintaining the dark color palette.
#award
For the amfAR Dallas 2026, Charlize Theron pulled an outfit straight from the runway. She was wearing a red-and-black color-blocked look from Givenchy's Spring 2027 Ready-to-Wear collection. It featured a fitted, finely ribbed black tank top with a classic scoop neckline. The top had double-strap detailing along the shoulders, creating subtle cutouts. Further, vivid red contrast binding along the neck and armholes framed her upper torso with crisp, geometric energy.
The lower half of the look transitioned into wide-leg trousers featuring a unique architectural drape. A wrapped, jacket-like layer folded downward over the hips. This inverted upper structure featured structured lapels trimmed in matching crimson piping, creating a layered trompe-l'œil effect. The voluminous folds added an intentional sense of asymmetry and rich textural depth to the otherwise minimalist black base.
A black leather belt with an oversized, round metallic disc buckle brought a hardware element that drew the eye straight to her waist. Further, Theron's beauty styling kept the spotlight firmly on the outfit's strong lines and interesting palette. She wore her blonde hair in an edgy, wet-look short crop. Soft, side-swept tendrils casually framed one side of her face while the rest was slicked back cleanly.
The Academy Award winner's makeup was minimal but striking, featuring a matte complexion, defined eyes, light pink blush on her cheeks, and a neutral, rosy-nude lip. She wore a stack of silver earrings that framed her face without distracting from her outfit. Black leather open-toe mules peeked from underneath her trousers, maintaining the dark color palette.
#award
18 days ago
CLEVELAND — A pivotal ALCS Game 5 that looked on paper like a premium pitchers' duel dissolved into something much different on Sunday, as the Tampa Bay Rays took down the Cleveland Guardians 3-1 at Progressive Field to move within one win of a World Series berth. While the final score suggests a closely contested ballgame, the tale of the two starting pitchers tells otherwise.
When the AL Cy Young Award is announced next month, it's a safe bet that Yankees ace Cam Schlittler will take home the honor. Toronto's Dylan Cease appears to be the likeliest runner-up. Beyond that, both Rays right-hander Drew Rasmussen and Guardians rookie lefty Parker Messick have a strong case to be the third finalist, based on their fantastic regular seasons. Rasmussen ranked third in fWAR (5.0) and fourth in ERA (2.67) behind Schlittler and Cease; Messick ranked fourth in fWAR (4.9) and third in ERA (2.56).
These were the starting pitchers for Game 5 on Sunday. Rasmussen had tossed six innings of two-run ball in Game 1 — but in a Rays loss. Messick covered five innings and allowed three runs in Game 2 — but in a Guardians loss. With the series tied at two games apiece, Sunday's contest gave each frontline arm the tantalizing chance to push his club closer to the American League pennant.
Join or create a Yahoo Fantasy Basketball league for the 2026-27 NBA season
For neutral observers hoping for maximum October drama, the blueprint for a best-case clash could be found in July, when Rasmussen and Messick traded blows in a 1-0 Rays victory at Tropicana Field. In that one, Messick allowed the lone run across 7 ⅔ innings while Rasmussen yielded just one hit across seven shutout frames. If a similar game were on tap Sunday — this time with supremely elevated stakes — that would mean a timely hit or two would be required to seize a narrow victory. But such visions of a repeat nailbiter enforced by these elite starters were quashed in a hurry.
#messick #rays #Guardians
When the AL Cy Young Award is announced next month, it's a safe bet that Yankees ace Cam Schlittler will take home the honor. Toronto's Dylan Cease appears to be the likeliest runner-up. Beyond that, both Rays right-hander Drew Rasmussen and Guardians rookie lefty Parker Messick have a strong case to be the third finalist, based on their fantastic regular seasons. Rasmussen ranked third in fWAR (5.0) and fourth in ERA (2.67) behind Schlittler and Cease; Messick ranked fourth in fWAR (4.9) and third in ERA (2.56).
These were the starting pitchers for Game 5 on Sunday. Rasmussen had tossed six innings of two-run ball in Game 1 — but in a Rays loss. Messick covered five innings and allowed three runs in Game 2 — but in a Guardians loss. With the series tied at two games apiece, Sunday's contest gave each frontline arm the tantalizing chance to push his club closer to the American League pennant.
Join or create a Yahoo Fantasy Basketball league for the 2026-27 NBA season
For neutral observers hoping for maximum October drama, the blueprint for a best-case clash could be found in July, when Rasmussen and Messick traded blows in a 1-0 Rays victory at Tropicana Field. In that one, Messick allowed the lone run across 7 ⅔ innings while Rasmussen yielded just one hit across seven shutout frames. If a similar game were on tap Sunday — this time with supremely elevated stakes — that would mean a timely hit or two would be required to seize a narrow victory. But such visions of a repeat nailbiter enforced by these elite starters were quashed in a hurry.
#messick #rays #Guardians
29 days ago
Goldman Sachs upgrades Palantir Technologies to Buy from Neutral, citing an explosion of demand for sovereign and bespoke AI.
#upgrades
#upgrades
30 days ago
Heidi Klum just brought a very special plus-one to Paris Fashion Week, and the mother-daughter duo is turning heads. The supermodel, 53, stepped out with her youngest child, 16-year-old daughter Lou, for the Vivienne Westwood show. It was the teen's Fashion Week debut, and she proved that she's been taking notes from her stylish mom. The pair coordinated in chic peplum silhouettes and towering platforms.
Heidi Klum and daughter Lou coordinated in peplum looks at the Vivienne Westwood show. Lou, whose dad is singer Seal, usually stays out of the spotlight, which makes this sweet outing even more special. A video from the event shows the two posing side by side in front of a white backdrop splashed with bold orange and red brushstrokes. They look relaxed, happy, and completely in sync.
Heidi went for a glamorous all-white moment. Her ivory satin blazer features a deep plunging neckline, sculpted shoulders, and a single gold ******* on at the waist. She paired it with a matching floor-length satin skirt that skimmed the ground. The model mom finished the look with a sparkling statement necklace and her golden blonde waves styled loose and tousled.
Lou, on the other hand, brought a warm and earthy twist. The teen wore a ******* on-front, corset-style mini dress in a washed brown print. The fitted bodice features thin straps and a scooped neckline, while the flared peplum waist adds a playful touch of movement. The design is a perfect nod to Westwood's famous love for dramatic corsetry and tailoring. She accessorized with a gold bangle and let her dark, voluminous curls fall naturally around her shoulders.
The most eye-catching part of both outfits is the footwear. Lou towers in patterned platform sandals with ankle straps, done in rich brown and red tones that match her dress. Heidi's blue platform shoes peek out from beneath her skirt in a closing shot, adding a fun pop of color to her neutral outfit.
#heidi #klum
Heidi Klum and daughter Lou coordinated in peplum looks at the Vivienne Westwood show. Lou, whose dad is singer Seal, usually stays out of the spotlight, which makes this sweet outing even more special. A video from the event shows the two posing side by side in front of a white backdrop splashed with bold orange and red brushstrokes. They look relaxed, happy, and completely in sync.
Heidi went for a glamorous all-white moment. Her ivory satin blazer features a deep plunging neckline, sculpted shoulders, and a single gold ******* on at the waist. She paired it with a matching floor-length satin skirt that skimmed the ground. The model mom finished the look with a sparkling statement necklace and her golden blonde waves styled loose and tousled.
Lou, on the other hand, brought a warm and earthy twist. The teen wore a ******* on-front, corset-style mini dress in a washed brown print. The fitted bodice features thin straps and a scooped neckline, while the flared peplum waist adds a playful touch of movement. The design is a perfect nod to Westwood's famous love for dramatic corsetry and tailoring. She accessorized with a gold bangle and let her dark, voluminous curls fall naturally around her shoulders.
The most eye-catching part of both outfits is the footwear. Lou towers in patterned platform sandals with ankle straps, done in rich brown and red tones that match her dress. Heidi's blue platform shoes peek out from beneath her skirt in a closing shot, adding a fun pop of color to her neutral outfit.
#heidi #klum
1 month ago
Any semblance of sizzle has been pounded out of McDonald's (MCD) stock.
Shares of the high-calorie fast food seller dropped below $230 for the first time in more than four years on Monday.
Today's move is being driven by a relatively bearish note from Guggenheim ******* yst Gregory Francfort.
"It seems difficult to get positive on shares now without better evidence of a catalyst path over the next 12 months," Francfort said. "1Q27 comparisons do seem to get a lot easier than the Street models, which could be a catalyst, but we would like to see fundamental reasons that MCD's franchisees are buying into entry level value menu efforts or ops improvements than can drive traffic."
Francfort maintained a Neutral rating on McDonald's stock.
#guggenheim
Shares of the high-calorie fast food seller dropped below $230 for the first time in more than four years on Monday.
Today's move is being driven by a relatively bearish note from Guggenheim ******* yst Gregory Francfort.
"It seems difficult to get positive on shares now without better evidence of a catalyst path over the next 12 months," Francfort said. "1Q27 comparisons do seem to get a lot easier than the Street models, which could be a catalyst, but we would like to see fundamental reasons that MCD's franchisees are buying into entry level value menu efforts or ops improvements than can drive traffic."
Francfort maintained a Neutral rating on McDonald's stock.
#guggenheim
1 month ago
Fashion Week is all about the front row, yet one moment away from the runway stole the spotlight. Moving through a busy, stone-arched hall, David Beckham kept his daughter Harper's hand firmly in his. The protective gesture became a highly talked-about image from Victoria Beckham's PFW show, where David and their kids turned out to cheer her on.
Victoria Beckham recently presented her Spring/Summer 2027 collection at Paris Fashion Week. The show was held in the historic Conciergerie, a former prison where Marie Antoinette was held, and models walked past candlelit rows of guests, including Eva Longoria.
The Beckhams made it a family evening. Three of David and Victoria Beckham's kids, Romeo, Cruz and Harper, joined him. Romeo's girlfriend Kim Turnbull and Cruz's girlfriend Jackie Apostel were also there. Then came the moment fans noticed. In a short clip posted on X, David walks a step ahead, holding Harper's hand as they make their way through the guests.
Harper wore a deep plum dress with a fitted bodice, spaghetti straps, and a softly gathered neckline that appears to have a delicate lace-style trim. The skirt fell in a fluid, floor-grazing line that moved as she walked beside her dad. She kept the accessories minimal, with a fine pendant necklace at the collarbone, and wore her long blonde hair loose past her shoulders.
The dark, rich color sat well alongside David's black suit and the muted tones of the stone hall. In the family portrait, Harper's dress also stood out against the neutral and grey tailoring worn by the others. It is an endearing snapshot of a father keeping his youngest close in a packed room. A family portrait from the night shows David and Victoria's kids and their partners posing with their parents beside stone pillars.
#beckham
Victoria Beckham recently presented her Spring/Summer 2027 collection at Paris Fashion Week. The show was held in the historic Conciergerie, a former prison where Marie Antoinette was held, and models walked past candlelit rows of guests, including Eva Longoria.
The Beckhams made it a family evening. Three of David and Victoria Beckham's kids, Romeo, Cruz and Harper, joined him. Romeo's girlfriend Kim Turnbull and Cruz's girlfriend Jackie Apostel were also there. Then came the moment fans noticed. In a short clip posted on X, David walks a step ahead, holding Harper's hand as they make their way through the guests.
Harper wore a deep plum dress with a fitted bodice, spaghetti straps, and a softly gathered neckline that appears to have a delicate lace-style trim. The skirt fell in a fluid, floor-grazing line that moved as she walked beside her dad. She kept the accessories minimal, with a fine pendant necklace at the collarbone, and wore her long blonde hair loose past her shoulders.
The dark, rich color sat well alongside David's black suit and the muted tones of the stone hall. In the family portrait, Harper's dress also stood out against the neutral and grey tailoring worn by the others. It is an endearing snapshot of a father keeping his youngest close in a packed room. A family portrait from the night shows David and Victoria's kids and their partners posing with their parents beside stone pillars.
#beckham
1 month ago
Jessica Biel stunned on the red carpet while attending the premiere of her upcoming film, Matchbox: The Movie, in Mexico City on October 1.
Serving up a little bit of magic, Biel arrived in a dramatic, floor-length cape dripping in glitter. She layered the sheer cape over a strappy black bra and a pencil skirt with a knee-high slit.
While promoting her new film, the Candy star also turned heads in a reverse black-and-white ensemble featuring a satin blouse and a high-waisted skirt.
Jessica Biel pulled a fashion magic trick on the red carpet on October 1. While promoting her new action film Matchbox: The Movie in Mexico City, the Candy star turned heads in a dramatic black-and-white ensemble that was anything but neutral.
Serving up a little bit of sparkle, Biel arrived in an enchanting, floor-grazing cape dripping in glitter. The sheer cape also featured an underlayer of see-through fabric in midnight blue. She layered the coverup over a strappy black bra and a high-waisted pencil skirt with a knee-high slit. Biel completed the outfit with black pointed-toe pumps with a satin finish.
#black #skirt #matchbox #Mexico
Serving up a little bit of magic, Biel arrived in a dramatic, floor-length cape dripping in glitter. She layered the sheer cape over a strappy black bra and a pencil skirt with a knee-high slit.
While promoting her new film, the Candy star also turned heads in a reverse black-and-white ensemble featuring a satin blouse and a high-waisted skirt.
Jessica Biel pulled a fashion magic trick on the red carpet on October 1. While promoting her new action film Matchbox: The Movie in Mexico City, the Candy star turned heads in a dramatic black-and-white ensemble that was anything but neutral.
Serving up a little bit of sparkle, Biel arrived in an enchanting, floor-grazing cape dripping in glitter. The sheer cape also featured an underlayer of see-through fabric in midnight blue. She layered the coverup over a strappy black bra and a high-waisted pencil skirt with a knee-high slit. Biel completed the outfit with black pointed-toe pumps with a satin finish.
#black #skirt #matchbox #Mexico
1 month ago
Joe Burrow is continuing his evolution from NFL quarterback to one of professional football's most closely watched dressers.
The Cincinnati Bengals star fronts Alo's latest fall campaign, introducing Java Brown to the lifestyle brand's seasonal color palette. The warm neutral appears alongside Gravel and Ivory across a selection of performance pieces, knitwear, tailoring and accessories.
In the campaign, Burrow models studio-to-street looks intended to move between training, travel and time away from the field. Featured pieces include the Alo Suited Trouser, Alpha Shell Long Coat and Cotton Ribbed Parallel Sweater. The Alo Voyage Duffle, an accessory that has previously appeared in Burrow's game-day arrivals, also returns.
The campaign builds on Burrow's ongoing relationship with Alo, which encompasses fashion, athletic performance and recovery. He previously appeared in the brand's Conquer Collection campaign and helped introduce its Alo Runner performance shoe.
"I've always been drawn to pieces that feel refined but effortless," Burrow said in a statement.
#burrow #campaign #appeared
The Cincinnati Bengals star fronts Alo's latest fall campaign, introducing Java Brown to the lifestyle brand's seasonal color palette. The warm neutral appears alongside Gravel and Ivory across a selection of performance pieces, knitwear, tailoring and accessories.
In the campaign, Burrow models studio-to-street looks intended to move between training, travel and time away from the field. Featured pieces include the Alo Suited Trouser, Alpha Shell Long Coat and Cotton Ribbed Parallel Sweater. The Alo Voyage Duffle, an accessory that has previously appeared in Burrow's game-day arrivals, also returns.
The campaign builds on Burrow's ongoing relationship with Alo, which encompasses fashion, athletic performance and recovery. He previously appeared in the brand's Conquer Collection campaign and helped introduce its Alo Runner performance shoe.
"I've always been drawn to pieces that feel refined but effortless," Burrow said in a statement.
#burrow #campaign #appeared
2 months ago
On September 9, 2026, Independence Realty Trust, Inc. (NYSE:IRT) and Centerspace announced a definitive all-stock merger agreement. It creates a combined middle-market apartment REIT with a pro forma equity market capitalization of about $5.0 billion and a total enterprise value of approximately $8.1 billion, encompassing more than 44,000 units.
The combined company will retain the Independence Realty Trust name and NYSE ticker "IRT." IRT's Scott Schaeffer continues as Chairman and CEO. The management projects the deal will be roughly 5% accretive to 2027 Core FFO per share for shareholders of both companies.
The merger gives Independence Realty Trust, Inc. (NYSE:IRT) higher scale and significantly broader geographic diversification. The combined company will own 44,354 apartment units across 163 communities in 17 states, with 58% of pro forma NOI coming from Sunbelt markets, 27% from the Midwest, and 15% from the Mountain West. The overall footprint reduces reliance on any single regional apartment market while keeping substantial exposure to markets with strong population and employment growth.
IRT can apply its existing value-creation strategy across a much larger portfolio. Its value-add renovation program has delivered about a 16% historical return on investment. The firm expects to grow its Wi-Fi initiative and other technology and income-generating programs across Centerspace's properties. Management also expects approximately $24 million in annualized synergies. It supports roughly 5% accretion to 2027 Core FFO per share on a leverage-neutral basis.
The all-stock structure allows the companies to chase greater scale without adding acquisition debt. IRT and Centerspace expect the combined company to retain BBB/BBB investment-grade credit ratings and maintain a well-laddered debt maturity profile. Centerspace shareholders will receive IRT shares and own approximately 22% of the combined company. It gives them exposure to the larger platform. Management also expects the transaction to improve access to capital markets and reduce the combined firm's cost of capital over time.
#management
The combined company will retain the Independence Realty Trust name and NYSE ticker "IRT." IRT's Scott Schaeffer continues as Chairman and CEO. The management projects the deal will be roughly 5% accretive to 2027 Core FFO per share for shareholders of both companies.
The merger gives Independence Realty Trust, Inc. (NYSE:IRT) higher scale and significantly broader geographic diversification. The combined company will own 44,354 apartment units across 163 communities in 17 states, with 58% of pro forma NOI coming from Sunbelt markets, 27% from the Midwest, and 15% from the Mountain West. The overall footprint reduces reliance on any single regional apartment market while keeping substantial exposure to markets with strong population and employment growth.
IRT can apply its existing value-creation strategy across a much larger portfolio. Its value-add renovation program has delivered about a 16% historical return on investment. The firm expects to grow its Wi-Fi initiative and other technology and income-generating programs across Centerspace's properties. Management also expects approximately $24 million in annualized synergies. It supports roughly 5% accretion to 2027 Core FFO per share on a leverage-neutral basis.
The all-stock structure allows the companies to chase greater scale without adding acquisition debt. IRT and Centerspace expect the combined company to retain BBB/BBB investment-grade credit ratings and maintain a well-laddered debt maturity profile. Centerspace shareholders will receive IRT shares and own approximately 22% of the combined company. It gives them exposure to the larger platform. Management also expects the transaction to improve access to capital markets and reduce the combined firm's cost of capital over time.
#management
2 months ago
On September 3, 2026, lululemon athletica inc. (NASDAQ:LULU) reported second-quarter fiscal 2026 results for the period ended August 2, 2026. Net revenue fell 4% to $2.4 billion, missing the $2.46 billion ****** ysts expected, and comparable sales dropped 10% on a constant dollar basis. Management cut full-year revenue guidance to a decline of 5% to 7%, down from a prior forecast of flat to down 1%, and lowered full-year earnings per share guidance to $9.48 to $9.73 from its prior forecast of $10.95 to $11.15, compared with $13.26 earned in fiscal 2025. Shares fell about 18% in extended trading. Incoming CEO Heidi O'Neill was set to start the following week.
Photo by Ian Deng Quddu on Unsplash
Citi's cut to $117 from $130 came with a Neutral rating and the observation that the stock's risk-reward is "slightly more favorable" after the selloff, even though the firm called fiscal 2027 visibility "very unclear." The operational bright spots are real.
lululemon athletica inc. (NASDAQ:LULU) increased its chase volume, the supply chain capability that lets it reorder fast-moving styles quickly, by about 20% this year, and away-from-body styles including the Groove Wide-Leg, Align Foldover Jogger, Breezily, and an updated Dance Studio Pant are trending well as shoppers shift from tight-fitting leggings. The brand's community pull held up too.
The SeaWheeze Half Marathon and Festival returned in August for the first time since 2019, drawing nearly 10,000 runners from 24 countries and roughly 14,000 festival attendees, while more than 85,000 people from 120 countries joined the companion Strava challenge, strong enough that Lululemon already committed to bringing the event back next summer. Rest of World revenue, spanning EMEA and APAC, grew 5% on a reported basis, and the company ended the quarter with $1.4 billion in cash and no outstanding borrowings.
#revenue #billion #NASDAQ
Photo by Ian Deng Quddu on Unsplash
Citi's cut to $117 from $130 came with a Neutral rating and the observation that the stock's risk-reward is "slightly more favorable" after the selloff, even though the firm called fiscal 2027 visibility "very unclear." The operational bright spots are real.
lululemon athletica inc. (NASDAQ:LULU) increased its chase volume, the supply chain capability that lets it reorder fast-moving styles quickly, by about 20% this year, and away-from-body styles including the Groove Wide-Leg, Align Foldover Jogger, Breezily, and an updated Dance Studio Pant are trending well as shoppers shift from tight-fitting leggings. The brand's community pull held up too.
The SeaWheeze Half Marathon and Festival returned in August for the first time since 2019, drawing nearly 10,000 runners from 24 countries and roughly 14,000 festival attendees, while more than 85,000 people from 120 countries joined the companion Strava challenge, strong enough that Lululemon already committed to bringing the event back next summer. Rest of World revenue, spanning EMEA and APAC, grew 5% on a reported basis, and the company ended the quarter with $1.4 billion in cash and no outstanding borrowings.
#revenue #billion #NASDAQ
2 months ago
Array Technologies (ARRY) shares moved meaningfully lower on Sept. 18 after a senior UBS **** yst, Jon Windham, downgraded the solar tracking manufacturer to "Neutral." Windham also slashed his price target in half to $5, cautioning investors against expecting a swift recovery in ARRY in the near term.
His bearish call is meaningful, given that Array Technologies stock has already been a disappointment for investors in 2026, currently down more than 65% versus its year-to-date high.
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#arry #Stock #musk
His bearish call is meaningful, given that Array Technologies stock has already been a disappointment for investors in 2026, currently down more than 65% versus its year-to-date high.
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#arry #Stock #musk
2 months ago
(Bloomberg) -- A federal judge suggested a court-appointed "neutral" overseer could allay concerns that the Justice Department might use a long-standing US fund to revive plans to compensate supporters of President Donald Trump as victims of government "weaponization."
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#revive #justice #department #Trump
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#revive #justice #department #Trump
2 months ago
Charles Schwab is holding a neutral stance on equities. The firm favors commodities over stocks and bonds, according to chief investment strategist Liz Ann Sonders.
Sonders made the comments in a recent interview, pushing back on what she called "cookie-cutter" portfolio advice. She said allocation should hinge on each investor's time horizon, risk tolerance, need for income, and overall goals.
"It actually drives me a little crazy when people give a cookie-cutter answer to that," Sonders said. "There's no one ***** et allocation that makes sense right now."
https://www.youtube.com/wa...
Schwab oversees $13.4 trillion in client ***** ets, and Sonders pointed to that scale as proof there is no single right answer for every client.
#sonders #cutter #answer #h5jfl8lawe
Sonders made the comments in a recent interview, pushing back on what she called "cookie-cutter" portfolio advice. She said allocation should hinge on each investor's time horizon, risk tolerance, need for income, and overall goals.
"It actually drives me a little crazy when people give a cookie-cutter answer to that," Sonders said. "There's no one ***** et allocation that makes sense right now."
https://www.youtube.com/wa...
Schwab oversees $13.4 trillion in client ***** ets, and Sonders pointed to that scale as proof there is no single right answer for every client.
#sonders #cutter #answer #h5jfl8lawe
2 months ago
On September 10, 2026, Copart, Inc. (NASDAQ:CPRT) reported fourth-quarter results for the period ended July 31, 2026, and used the call to announce an all-cash acquisition of digital auto marketplace ACV Auctions. Revenue grew 2.4% to $1.2 billion, but gross profit fell 5.5% to $481.4 million and net income dropped 17.4% to $327.4 million. Diluted EPS came in at $0.35 against $0.41 a year earlier.
Wall Street spent the following days separating the deal from the quarter.
Barrington's Gary Prestopino saw enough in the transaction to move off the sidelines, upgrading Copart, Inc. (NASDAQ:CPRT) to Outperform from Market Perform with a $40 target. His argument is that combining Copart's physical network with ACV's digital marketplace, at an implied equity value of $1.9 billion or $10.50 per share in cash, creates an end-to-end remarketing platform and opens a new growth vector in dealer-to-dealer and commercial vehicle auctions.
JPMorgan's Jash Patwa had already upgraded Copart, Inc. (NASDAQ:CPRT) to Overweight from Neutral ahead of the print, raising his target to $40 from $32 on encouraging salvage industry channel checks, web scraping data showing Copart gaining share with a carrier across several states, and a collision cycle he sees turning more favorable as insurance penetration recovers.
Freedom Broker, which trimmed its target to $36 from $39 while keeping a Buy rating, called the report mixed but framed the ACV move as a strong pivot toward digital marketplace expansion.
#NASDAQ #cprt #auctions
Wall Street spent the following days separating the deal from the quarter.
Barrington's Gary Prestopino saw enough in the transaction to move off the sidelines, upgrading Copart, Inc. (NASDAQ:CPRT) to Outperform from Market Perform with a $40 target. His argument is that combining Copart's physical network with ACV's digital marketplace, at an implied equity value of $1.9 billion or $10.50 per share in cash, creates an end-to-end remarketing platform and opens a new growth vector in dealer-to-dealer and commercial vehicle auctions.
JPMorgan's Jash Patwa had already upgraded Copart, Inc. (NASDAQ:CPRT) to Overweight from Neutral ahead of the print, raising his target to $40 from $32 on encouraging salvage industry channel checks, web scraping data showing Copart gaining share with a carrier across several states, and a collision cycle he sees turning more favorable as insurance penetration recovers.
Freedom Broker, which trimmed its target to $36 from $39 while keeping a Buy rating, called the report mixed but framed the ACV move as a strong pivot toward digital marketplace expansion.
#NASDAQ #cprt #auctions
2 months ago
On September 2, 2026, Phreesia, Inc. (NYSE:PHR) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 10% to $129.5 million and adjusted EBITDA climbed to $32.9 million from $22.1 million a year earlier, a 25% margin. Net income reached $1.9 million, marking the company's fifth consecutive quarter of profitability. Management reaffirmed full-year revenue guidance of $510 million to $520 million and adjusted EBITDA of $125 million to $135 million.
The disagreement on Wall Street is about what that reaffirmation actually signals.
Wells Fargo found the highlight in Network Solutions, which grew 9% year-over-year, and pointed to the ProviderConnect pilot delivering a 4% prescription lift in a GLP-1 campaign that management says is generating follow-on business; the firm raised its target on Phreesia, Inc. (NYSE:PHR) to $10 from $9 while holding an Equal Weight rating.
DA Davidson stayed at Buy despite trimming its target on Phreesia, Inc. (NYSE:PHR) to $13 from $14, arguing the stock sold off on a reiterated guide even though network solutions activity is tracking more encouragingly than the prior outlook and AccessOne is opening a growing opportunity in alternative consumer payment options.
Baird ******* yst Joe Vruwink lifted his target to $11 from $10 at Neutral after updating his model.
#million #solutions
The disagreement on Wall Street is about what that reaffirmation actually signals.
Wells Fargo found the highlight in Network Solutions, which grew 9% year-over-year, and pointed to the ProviderConnect pilot delivering a 4% prescription lift in a GLP-1 campaign that management says is generating follow-on business; the firm raised its target on Phreesia, Inc. (NYSE:PHR) to $10 from $9 while holding an Equal Weight rating.
DA Davidson stayed at Buy despite trimming its target on Phreesia, Inc. (NYSE:PHR) to $13 from $14, arguing the stock sold off on a reiterated guide even though network solutions activity is tracking more encouragingly than the prior outlook and AccessOne is opening a growing opportunity in alternative consumer payment options.
Baird ******* yst Joe Vruwink lifted his target to $11 from $10 at Neutral after updating his model.
#million #solutions
2 months ago
Lyft (LYFT) stock has been in a sharp downtrend this month, but senior Guggenheim ****** yst Michael Morris believes a swift near-term recovery is unlikely. In a research note this morning, Morris downgraded LYFT to "Neutral" and lowered his price target to $16, signaling a lack of meaningful upside from current levels.
At the time of writing, Lyft shares are already down about 23% versus the start of this year.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
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Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#lyft
At the time of writing, Lyft shares are already down about 23% versus the start of this year.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#lyft
2 months ago
Union Pacific Corp (NYSE:UNP, XETRA:UNP) received a UBS upgrade to Buy from Neutral as the broker forecast stronger 2027 growth, excluding potential NSC merger benefits from its base case.
UBS raised its price target from $310 to $339, applying an unchanged multiple of 21 times its 2028 earnings forecast of $16.15 per share.
The bank expects intermodal volumes to grow 6% to 7% in 2027, citing current volume momentum and the relationship between intermodal performance and truckload pricing cycles.
Alongside industrial growth and a roughly neutral contribution from coal and grain, those intermodal gains underpin UBS's forecast for 3.5% total volume growth in 2027.
Low inventories should support steel shipments, while elevated energy prices should sustain petroleum and products volumes, the broker said.
#volume #union #pacific #corp
UBS raised its price target from $310 to $339, applying an unchanged multiple of 21 times its 2028 earnings forecast of $16.15 per share.
The bank expects intermodal volumes to grow 6% to 7% in 2027, citing current volume momentum and the relationship between intermodal performance and truckload pricing cycles.
Alongside industrial growth and a roughly neutral contribution from coal and grain, those intermodal gains underpin UBS's forecast for 3.5% total volume growth in 2027.
Low inventories should support steel shipments, while elevated energy prices should sustain petroleum and products volumes, the broker said.
#volume #union #pacific #corp
2 months ago
Mizuho has identified four clear tailwinds for Intel (INTC): ongoing CPU supply shortages, a stronger PC refresh cycle, accelerating demand for agentic AI, and growth in advanced packaging. Normally, such a setup would provide a reason to raise a price target. Instead, the firm cut its price target from $109 to $92, citing short-term multiple compression across Agentic AI stocks, and maintained a "Neutral" rating. The contradiction becomes more important because Intel's re-rating still depends on a foundry turnaround that has yet to prove itself.
Mizuho remains cautious on INTC stock despite outlining four separate tailwinds that could support the company's growth. The firm lowered its price target from $109 to $92 on Sept. 3, pointing to short-term multiple compression across agentic AI companies while keeping its "Neutral" rating unchanged. Mizuho **** yst Vijay Rakesh highlighted four developments that could support Intel's outlook. According to the **** yst, accelerating agentic AI demand could improve CPU-to-GPU ratios and drive additional server refreshers. Ongoing CPU supply constraints could also leave the company unable to fully meet demand through 2027. In addition, advanced packaging revenue is expected to reach $3.5 billion by 2029, with external foundry revenue potentially reaching a similar level through the 14A node. Finally, a stronger PC cycle could extend the upgrade cycle as corporate refreshes combine with ongoing memory tightness.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
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#four
Mizuho remains cautious on INTC stock despite outlining four separate tailwinds that could support the company's growth. The firm lowered its price target from $109 to $92 on Sept. 3, pointing to short-term multiple compression across agentic AI companies while keeping its "Neutral" rating unchanged. Mizuho **** yst Vijay Rakesh highlighted four developments that could support Intel's outlook. According to the **** yst, accelerating agentic AI demand could improve CPU-to-GPU ratios and drive additional server refreshers. Ongoing CPU supply constraints could also leave the company unable to fully meet demand through 2027. In addition, advanced packaging revenue is expected to reach $3.5 billion by 2029, with external foundry revenue potentially reaching a similar level through the 14A node. Finally, a stronger PC cycle could extend the upgrade cycle as corporate refreshes combine with ongoing memory tightness.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#four
2 months ago
Citi has begun coverage of the newly listed The Magnum Ice Cream Company (EURONEXT:MICC, LSE:MICC, NYSE:MICC) with a lukewarm "neutral" rating, warning that the maker of the eponymous chocolate-coated lollies faces a tougher year ahead after a **** per summer.
The broker set a target price of €17.7 on the shares, arguing that kind weather and solid delivery on cost cuts have already pushed Magnum's valuation up to broadly match its European food peers, leaving little room for further gains.
Citi's central doubt is whether the good times can last. A durable re-rating, it said, takes more than one strong season, and history suggests companies leaning on cost-saving stories rarely hold on to lofty valuations for long.
Several clouds loom over next year. The broker flagged the risk that El Niño weather patterns push up ingredient costs in the second half of 2027, which could expose how sensitive take-home ice cream sales are to price rises.
It also cited the spread of GLP-1 weight-loss drugs as a potential drag on demand, alongside the usual uncertainty over weather comparisons.
#micc #year
The broker set a target price of €17.7 on the shares, arguing that kind weather and solid delivery on cost cuts have already pushed Magnum's valuation up to broadly match its European food peers, leaving little room for further gains.
Citi's central doubt is whether the good times can last. A durable re-rating, it said, takes more than one strong season, and history suggests companies leaning on cost-saving stories rarely hold on to lofty valuations for long.
Several clouds loom over next year. The broker flagged the risk that El Niño weather patterns push up ingredient costs in the second half of 2027, which could expose how sensitive take-home ice cream sales are to price rises.
It also cited the spread of GLP-1 weight-loss drugs as a potential drag on demand, alongside the usual uncertainty over weather comparisons.
#micc #year
2 months ago
The Nasdaq 100 initially pulled back a bit during the early part of the trading session on Tuesday, but showed signs of life and looks very much like a market that is stuck in a range at the moment. This makes a certain amount of sense because we do get the Federal Reserve interest rate decision on Wednesday, but more importantly, we get the press conference.
A hike of 25 basis points is expected. That, in and of itself, probably will not move much. It is the tone of the press conference that will be the real tell.
The Dow Jones 30 initially fell but seems to be finding support at 52,000 again, an area that has previously been both support and resistance. Above, it looks like the 50-day EMA is trying to act as resistance. We are approaching an oversold condition on the stochastic oscillator, but with the 10-year yield at 5%, it makes a certain amount of sense that we struggle a bit.
The S&P 500 continues to hang around the 7,600 level. This is an area that previously had been significant resistance. It now looks as if it is trying to offer support yet again. The 50-day EMA is in this neighborhood, and the market almost certainly will be waiting to see what Kevin Warsh has to say tomorrow.
With that being the case, things look somewhat neutral here. Longer term, I am still bullish until something completely changes. At this point, though, I will be looking to see whether or not we get any type of upward momentum.
#looks #makes #certain
A hike of 25 basis points is expected. That, in and of itself, probably will not move much. It is the tone of the press conference that will be the real tell.
The Dow Jones 30 initially fell but seems to be finding support at 52,000 again, an area that has previously been both support and resistance. Above, it looks like the 50-day EMA is trying to act as resistance. We are approaching an oversold condition on the stochastic oscillator, but with the 10-year yield at 5%, it makes a certain amount of sense that we struggle a bit.
The S&P 500 continues to hang around the 7,600 level. This is an area that previously had been significant resistance. It now looks as if it is trying to offer support yet again. The 50-day EMA is in this neighborhood, and the market almost certainly will be waiting to see what Kevin Warsh has to say tomorrow.
With that being the case, things look somewhat neutral here. Longer term, I am still bullish until something completely changes. At this point, though, I will be looking to see whether or not we get any type of upward momentum.
#looks #makes #certain
2 months ago
The Nasdaq 100 initially pulled back a bit during the early part of the trading session on Tuesday, but showed signs of life and looks very much like a market that is stuck in a range at the moment. This makes a certain amount of sense because we do get the Federal Reserve interest rate decision on Wednesday, but more importantly, we get the press conference.
A hike of 25 basis points is expected. That, in and of itself, probably will not move much. It is the tone of the press conference that will be the real tell.
The Dow Jones 30 initially fell but seems to be finding support at 52,000 again, an area that has previously been both support and resistance. Above, it looks like the 50-day EMA is trying to act as resistance. We are approaching an oversold condition on the stochastic oscillator, but with the 10-year yield at 5%, it makes a certain amount of sense that we struggle a bit.
The S&P 500 continues to hang around the 7,600 level. This is an area that previously had been significant resistance. It now looks as if it is trying to offer support yet again. The 50-day EMA is in this neighborhood, and the market almost certainly will be waiting to see what Kevin Warsh has to say tomorrow.
With that being the case, things look somewhat neutral here. Longer term, I am still bullish until something completely changes. At this point, though, I will be looking to see whether or not we get any type of upward momentum.
#initially
A hike of 25 basis points is expected. That, in and of itself, probably will not move much. It is the tone of the press conference that will be the real tell.
The Dow Jones 30 initially fell but seems to be finding support at 52,000 again, an area that has previously been both support and resistance. Above, it looks like the 50-day EMA is trying to act as resistance. We are approaching an oversold condition on the stochastic oscillator, but with the 10-year yield at 5%, it makes a certain amount of sense that we struggle a bit.
The S&P 500 continues to hang around the 7,600 level. This is an area that previously had been significant resistance. It now looks as if it is trying to offer support yet again. The 50-day EMA is in this neighborhood, and the market almost certainly will be waiting to see what Kevin Warsh has to say tomorrow.
With that being the case, things look somewhat neutral here. Longer term, I am still bullish until something completely changes. At this point, though, I will be looking to see whether or not we get any type of upward momentum.
#initially
2 months ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.
Top 5 Upgrades:
Wolfe Research upgraded Paychex (PAYX) to Peer Perform from Underperform without a price target. The firm sees reduced estimate risk for the company amid stable employment trends.
UBS upgraded Union Pacific (UNP) to Buy from Neutral with a price target of $339, up from $310. The firm says its **** ysis of key customer markets points to a second year of strong volume growth in 2027 for Union Pacific.
Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy from Hold with a $9 price target after the FDA reaffirmed the pivotal study design for RP-A501 in Danon Disease, except for a recalibrated dose and prophylaxis.
Needham upgraded Similarweb (SMWB) to Buy from Hold with an $11 price target after meeting with management. Needham was encouraged by AI's potential to increase the value and consumption of Similarweb's data.
#needham #Research #union #pacific
Top 5 Upgrades:
Wolfe Research upgraded Paychex (PAYX) to Peer Perform from Underperform without a price target. The firm sees reduced estimate risk for the company amid stable employment trends.
UBS upgraded Union Pacific (UNP) to Buy from Neutral with a price target of $339, up from $310. The firm says its **** ysis of key customer markets points to a second year of strong volume growth in 2027 for Union Pacific.
Needham upgraded Rocket Pharmaceuticals (RCKT) to Buy from Hold with a $9 price target after the FDA reaffirmed the pivotal study design for RP-A501 in Danon Disease, except for a recalibrated dose and prophylaxis.
Needham upgraded Similarweb (SMWB) to Buy from Hold with an $11 price target after meeting with management. Needham was encouraged by AI's potential to increase the value and consumption of Similarweb's data.
#needham #Research #union #pacific
2 months ago
Lithium Americas Corp. (LAC) is back on Wall Street's radar after JPMorgan turned bullish on the lithium developer, upgrading the stock to an "Overweight" rating from "Neutral" and setting a $6 price target. The target implies close to 100% upside from the stock's previous close, giving investors a potentially significant re-rating opportunity if the bank's bullish **** umptions play out.
The call reflects a more constructive outlook for lithium prices. JPMorgan recently raised its lithium price **** umptions, arguing that lithium carbonate prices have remained above $20 per kilogram and that the market could face a supply deficit through the end of the decade. Those higher price **** umptions materially improve JPMorgan's estimates for Lithium Americas' long-term earnings and net **** et value.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
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#play
The call reflects a more constructive outlook for lithium prices. JPMorgan recently raised its lithium price **** umptions, arguing that lithium carbonate prices have remained above $20 per kilogram and that the market could face a supply deficit through the end of the decade. Those higher price **** umptions materially improve JPMorgan's estimates for Lithium Americas' long-term earnings and net **** et value.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#play
2 months ago
Back in April, Morgan Stanley had highlighted how accelerating Agentic AI demand could boost demand for central processing units (CPUs) beyond the graphic chips that have dominated the AI theme so far.
"As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity."
The firm estimated that agentic AI could add $32.5–60 billion to a data-center CPU market already exceeding $100 billion by 2030.
Piper Sandler now backs this claim, ******* erting that Agentic AI is driving demand for Intel Corporation (NASDAQ:INTC)'s CPU server products amid limited supply. On September 9, Piper Sandler ******* yst David O'Connor initiated coverage on Intel with a Neutral rating and a $110 price target.
Egorov Artem/Shutterstock.com
#agentic #piper #morgan
"As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity."
The firm estimated that agentic AI could add $32.5–60 billion to a data-center CPU market already exceeding $100 billion by 2030.
Piper Sandler now backs this claim, ******* erting that Agentic AI is driving demand for Intel Corporation (NASDAQ:INTC)'s CPU server products amid limited supply. On September 9, Piper Sandler ******* yst David O'Connor initiated coverage on Intel with a Neutral rating and a $110 price target.
Egorov Artem/Shutterstock.com
#agentic #piper #morgan
2 months ago
Coinbase jumped 6% on a Compass Point upgrade to Neutral, while MARA slid 2% after JPMorgan cut it to Underweight with an $11 target.
IBIT rose 1% as Bitcoin lifted crypto stocks, while SPY fell 0.8%, splitting crypto-linked equities from the broader AI-led tech selloff.
The Senate's CLARITY Act vote this week is the binary catalyst for Coinbase, though ****** yst Ed Engel expects the bill to fail.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Coinbase didn't make the cut. Enter your email to see the names that beat COIN. The report is free. Enter your email and see if any of your stocks made the cut.
Coinbase Global (NASDAQ:COIN) shares are up 6% to $185.34 Monday morning after Compass Point ****** yst Ed Engel upgraded the exchange operator to Neutral from Sell ahead of a scheduled Senate floor vote on crypto market-structure legislation. The bounce for Coinbase stock trims an 18% year-to-date decline that had made the exchange one of the sector's most bruised names heading into this week.
#Coinbase #engel #vote
IBIT rose 1% as Bitcoin lifted crypto stocks, while SPY fell 0.8%, splitting crypto-linked equities from the broader AI-led tech selloff.
The Senate's CLARITY Act vote this week is the binary catalyst for Coinbase, though ****** yst Ed Engel expects the bill to fail.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Coinbase didn't make the cut. Enter your email to see the names that beat COIN. The report is free. Enter your email and see if any of your stocks made the cut.
Coinbase Global (NASDAQ:COIN) shares are up 6% to $185.34 Monday morning after Compass Point ****** yst Ed Engel upgraded the exchange operator to Neutral from Sell ahead of a scheduled Senate floor vote on crypto market-structure legislation. The bounce for Coinbase stock trims an 18% year-to-date decline that had made the exchange one of the sector's most bruised names heading into this week.
#Coinbase #engel #vote
2 months ago
Investors are bailing on Chewy (CHWY) shares on Sept. 11 after a senior JPMorgan ***** yst downgraded the online pet food and supplies retailer to "Neutral." In his research note, Doug Anmuth reduced his price objective on CHWY to $24, although that still represents about a 20% upside from current levels.
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#Stock #investors #jpmorgan
Chewy stock has been out of favor with investors in 2026. It is currently down nearly 40% versus the start of this year.
GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares
Rocket Lab Stock Just Scored a New Bullish Rating
Cathie Wood Just Bet $45 Million on This Beaten-Down ***** e Stock. Wall Street Sees 70% Upside.
#Stock #investors #jpmorgan
2 months ago
Palo Alto Networks, Inc. (NASDAQ:PANW) is entering its fiscal 2027 with strong momentum, particularly in next-generation security. But investors now demand more from the cybersecurity company after its stock rallied sharply.
On September 7, PhillipCapital downgraded Palo Alto stock to Neutral from Accumulate but raised the price target to $346 from $320.
PhillipCapital's move captures the central investment debate. It's that Palo Alto's opportunities are compelling, but the stock's roughly 160% rise from its February low to its August peak has raised the bar for further gains.
Palo Alto Networks, Inc. (NASDAQ:PANW)'s revenue rose 34% YoY to $3.4 billion in fiscal 2026 fourth quarter. More importantly, Next-Generation Security ARR (NGS ARR) surged 63% to $9.10 billion. The company added nearly $1 billion of net new NGS ARR in the quarter. The company targets $20 billion in NGS ARR by fiscal 2030, as it expects platformization and AI infrastructure investment to continue driving growth.
More than 65% of Palo Alto's NGS ARR comes from platformized customers. Meanwhile, AI is expanding the addressable market. As enterprises deploy agents, Palo Alto offerings such as Prisma AIRS and Cortex, alongside CyberArk's identity-security platform, can address emerging needs.
#palo #company #NASDAQ #PANW
On September 7, PhillipCapital downgraded Palo Alto stock to Neutral from Accumulate but raised the price target to $346 from $320.
PhillipCapital's move captures the central investment debate. It's that Palo Alto's opportunities are compelling, but the stock's roughly 160% rise from its February low to its August peak has raised the bar for further gains.
Palo Alto Networks, Inc. (NASDAQ:PANW)'s revenue rose 34% YoY to $3.4 billion in fiscal 2026 fourth quarter. More importantly, Next-Generation Security ARR (NGS ARR) surged 63% to $9.10 billion. The company added nearly $1 billion of net new NGS ARR in the quarter. The company targets $20 billion in NGS ARR by fiscal 2030, as it expects platformization and AI infrastructure investment to continue driving growth.
More than 65% of Palo Alto's NGS ARR comes from platformized customers. Meanwhile, AI is expanding the addressable market. As enterprises deploy agents, Palo Alto offerings such as Prisma AIRS and Cortex, alongside CyberArk's identity-security platform, can address emerging needs.
#palo #company #NASDAQ #PANW
2 months ago
Stanford men's basketball will be tipping off its exhibition schedule on Saturday, October 17 at Santa Clara, followed by another away matchup against Oregon on Sunday, October 25. From then on, the Cardinal will begin the regular season on Monday, November 2 at home against Eastern Washington.
Ten of Stanford's 14 non-conference games will be played at home this season, with another two of those being at a neutral site for the Acrisure Series. These non-conference matchups will loom large as Stanford looks to make the NCAA tournament in 2026-27 with a roster that has the pieces to make that dream a reality.
The Cardinal's ACC schedule will begin with one last game before the end of 2026, on the road against Notre Dame on Wednesday, December 30. Stanford will remain on the road to begin 2027 as well, facing off against Louisville.
Here is Stanford's full schedule for the 2026–27 season:
Monday, November 2 — Eastern Washington (H)
#october
Ten of Stanford's 14 non-conference games will be played at home this season, with another two of those being at a neutral site for the Acrisure Series. These non-conference matchups will loom large as Stanford looks to make the NCAA tournament in 2026-27 with a roster that has the pieces to make that dream a reality.
The Cardinal's ACC schedule will begin with one last game before the end of 2026, on the road against Notre Dame on Wednesday, December 30. Stanford will remain on the road to begin 2027 as well, facing off against Louisville.
Here is Stanford's full schedule for the 2026–27 season:
Monday, November 2 — Eastern Washington (H)
#october
