12 days ago
I'm a fan of David Samson. The former Marlins executive turned host at Meadowlark Media speaks candidly, and usually supports his positions with solid evidence. He's been gracious with his time to our writers over the years. His prior conversations with Pablo Torre and John Skipper on The Sporting Class always made me think. Whether Marlins and Expos fans like him or his opinions are right more than wrong doesn't change my position.
But earlier this week, David stepped on a landmine. He declared that we don't need baseball on the radio anymore. David said, "We all live by the clock that is kernels of sand through an hourglass. So, radio will go the way of Kodak and Blockbuster. It doesn't mean the voices will go away. The voices will find a different way to get into your brain because you have a different way of engaging with content."
In my opinion, David couldn't be more wrong. The response to those remarks has been huge across social media. Most feel similar to yours truly. I respect David's knowledge of the baseball business. He ran the Miami Marlins for 15 years. He spent a few years with the Expos too. He's been a part of media deals on the team's side pointing out that teams "buy a block of time, and then go out and sell ads." Some clubs do that. But most big brands don't. Let's examine the issue a little deeper.
Reach matters in today's media climate. Nielsen data shows AM/FM radio reaches 87% of U.S. adults every week. Those numbers aren't from 10-15 years ago. They are from the first quarter of 2026. That beat smartphones at 82%, TV-connected devices at 78% and live TV at 71%. Even among adults 18-34, radio reaches 81%.
Is radio's revenue down from its peak? Yes. The industry produced over 21 billion in 2006. BIA projects local radio will earn $12.2 billion in 2026. That's still a lot of money even if it's less than what existed 20 years ago. Still, Samson said there is no money in radio. Twelve billion Benjamin's suggests otherwise.
#still
But earlier this week, David stepped on a landmine. He declared that we don't need baseball on the radio anymore. David said, "We all live by the clock that is kernels of sand through an hourglass. So, radio will go the way of Kodak and Blockbuster. It doesn't mean the voices will go away. The voices will find a different way to get into your brain because you have a different way of engaging with content."
In my opinion, David couldn't be more wrong. The response to those remarks has been huge across social media. Most feel similar to yours truly. I respect David's knowledge of the baseball business. He ran the Miami Marlins for 15 years. He spent a few years with the Expos too. He's been a part of media deals on the team's side pointing out that teams "buy a block of time, and then go out and sell ads." Some clubs do that. But most big brands don't. Let's examine the issue a little deeper.
Reach matters in today's media climate. Nielsen data shows AM/FM radio reaches 87% of U.S. adults every week. Those numbers aren't from 10-15 years ago. They are from the first quarter of 2026. That beat smartphones at 82%, TV-connected devices at 78% and live TV at 71%. Even among adults 18-34, radio reaches 81%.
Is radio's revenue down from its peak? Yes. The industry produced over 21 billion in 2006. BIA projects local radio will earn $12.2 billion in 2026. That's still a lot of money even if it's less than what existed 20 years ago. Still, Samson said there is no money in radio. Twelve billion Benjamin's suggests otherwise.
#still
13 days ago
Former Arizona State baseball coach Pat Murphy took the Milwaukee Brewers all the way to the World Series **** le, their first in franchise history. He also used some gleeful profanity during the celebration that won't sit well with the New York Yankees.
First baseman Jake Bauers secured the **** le-clinching final out and the celebration began on the field, with Bauers handing Murphy the baseball.
Cameras and microphones caught Bauers with Murphy.
The defending two-time National Manager of the Year told his infielder: "You're gonna be a rich (expletive). Just remember when you were on that horse (expletive) Yankee team and you were all playing for yourselves. Just remember this is way we used to do it."
Bauers played for the Yankees in 2023 before joining the Brewers for the past three seasons.
#title
First baseman Jake Bauers secured the **** le-clinching final out and the celebration began on the field, with Bauers handing Murphy the baseball.
Cameras and microphones caught Bauers with Murphy.
The defending two-time National Manager of the Year told his infielder: "You're gonna be a rich (expletive). Just remember when you were on that horse (expletive) Yankee team and you were all playing for yourselves. Just remember this is way we used to do it."
Bauers played for the Yankees in 2023 before joining the Brewers for the past three seasons.
#title
23 days ago
Roberto De Zerbi has revealed a ban he put in place phones during Tottenham's warm weather training camp in Marbella in his latest attempt to improve the camp's spirit.
Spurs committed more than £380million on new signings this summer with 10 players joining, but they will start Monday's home fixture with Coventry at the bottom of the Premier League.
The manager has revealed he banned phones from mealtime during Tottenham's trip to Marbella.
"We worked on the pitch, we stayed together – we removed phones from breakfast, lunch and dinner to stay together because now it is like (phone) all the time," De Zerbi told a press conference.
"We had two or three important meetings speaking about football, our situation and how everyone has to take responsibility. And nothing more. There were some dinners just for the players, some dinners just for the staff.
#SPURS
Spurs committed more than £380million on new signings this summer with 10 players joining, but they will start Monday's home fixture with Coventry at the bottom of the Premier League.
The manager has revealed he banned phones from mealtime during Tottenham's trip to Marbella.
"We worked on the pitch, we stayed together – we removed phones from breakfast, lunch and dinner to stay together because now it is like (phone) all the time," De Zerbi told a press conference.
"We had two or three important meetings speaking about football, our situation and how everyone has to take responsibility. And nothing more. There were some dinners just for the players, some dinners just for the staff.
#SPURS
1 month ago
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When did we lose the art of enjoyment? These days, the average person loves a think piece—specifically, having their own and putting it out there for the world to see. It stems from this new access we have on the internet to each other. On ****** es like TikTok, Instagram, and X and Threads, we can reach beyond our narrow circles into the phones of literally anyone else. Out of this environment, we've normalized an even more extreme parasocial nature between celebrities, influencers, and each other. The new internet landscape involves users ****** yzing and critiquing anyone who chooses to try or put themselves out there, serving as amateur publicists, stylists, and brand-image architects. There's an element of this new world order that's thrilling—our opinions matter! But...what's that phrase about opinions again?
I'd argue that we've critiqued ourselves into mass hysteria, conflating personal opinion with expertise. Just because someone has something to say doesn't mean they actually know what they're saying. There once was a time when people took the time to learn, gain experience, and work in a specific field so they're equipped to handle certain industries. But now, everyone simply thinks they know enough about everything. And it's making fashion and entertainment commentary less fun for everyone involved.
Over the last few weeks, with Fashion Month, the Emmys, and the VMAs, we were inundated with sartorial opinions on the internet. Top of mind for me was Shailene Woodley's Emmys look.
Kevin Winter - Getty Images
#anyone #know #time
When did we lose the art of enjoyment? These days, the average person loves a think piece—specifically, having their own and putting it out there for the world to see. It stems from this new access we have on the internet to each other. On ****** es like TikTok, Instagram, and X and Threads, we can reach beyond our narrow circles into the phones of literally anyone else. Out of this environment, we've normalized an even more extreme parasocial nature between celebrities, influencers, and each other. The new internet landscape involves users ****** yzing and critiquing anyone who chooses to try or put themselves out there, serving as amateur publicists, stylists, and brand-image architects. There's an element of this new world order that's thrilling—our opinions matter! But...what's that phrase about opinions again?
I'd argue that we've critiqued ourselves into mass hysteria, conflating personal opinion with expertise. Just because someone has something to say doesn't mean they actually know what they're saying. There once was a time when people took the time to learn, gain experience, and work in a specific field so they're equipped to handle certain industries. But now, everyone simply thinks they know enough about everything. And it's making fashion and entertainment commentary less fun for everyone involved.
Over the last few weeks, with Fashion Month, the Emmys, and the VMAs, we were inundated with sartorial opinions on the internet. Top of mind for me was Shailene Woodley's Emmys look.
Kevin Winter - Getty Images
#anyone #know #time
1 month ago
WASHINGTON (AP) — The Federal Communications Commission is considering a request by a conservative group to loosen rules on political robocalls, including those with artificial intelligence-generated voices, before November's midterm elections.
Federal law currently bans most robocalls to cellphones unless the caller gets consent beforehand. The petition calls for a waiver that would allow political groups to use artificial or prerecorded voices in unsolicited wireless calls.
The Republican-led FCC advanced the request for public comment and could rule on it as soon as late October.
Consumer advocacy groups warn the proposed change could trigger a surge of unwanted, partisan and potentially misleading automated calls in the critical final days of the election, which will determine which party controls Congress for the final two years of President Donald Trump's term.
The potential perils became evident two years ago during the presidential primary season when thousands of voters in New Hampshire received a robocall with an AI-generated voice of then-President Joe Biden. The call suggested voters should forgo casting a ballot in the primary and "save" their votes for the general election.
#federal #robocalls #artificial #generated
Federal law currently bans most robocalls to cellphones unless the caller gets consent beforehand. The petition calls for a waiver that would allow political groups to use artificial or prerecorded voices in unsolicited wireless calls.
The Republican-led FCC advanced the request for public comment and could rule on it as soon as late October.
Consumer advocacy groups warn the proposed change could trigger a surge of unwanted, partisan and potentially misleading automated calls in the critical final days of the election, which will determine which party controls Congress for the final two years of President Donald Trump's term.
The potential perils became evident two years ago during the presidential primary season when thousands of voters in New Hampshire received a robocall with an AI-generated voice of then-President Joe Biden. The call suggested voters should forgo casting a ballot in the primary and "save" their votes for the general election.
#federal #robocalls #artificial #generated
1 month ago
WASHINGTON (AP) — Republican Sen. Thom Tillis says in a new book that his deciding vote to confirm Defense Secretary Pete Hegseth in January 2025 is the "biggest regret of my career" and that he also "should've stopped" Robert F. Kennedy Jr. from becoming Health and Human Services secretary in the early days of President Donald Trump's second term.
In "How to Lose Friends and Antagonize Presidents," to be published Tuesday, the North Carolina senator defends his decision at the time to not be "the lone voice in the wilderness" preventing Trump's nominees from confirmation. But Tillis makes clear he was always skeptical of allegations about Hegseth's turbulent management style, treatment of women and excessive drinking. Hegseth denied all the allegations.
"I know for a fact that there are others like me," Tillis writes, "Republicans who agreed to go along with the early demands of the Trump team no matter how ridiculous they were, believing that failing to do so would mean the end of their political career, and who now see that things have gone way too far."
He writes that he can count at least 30 of his GOP colleagues who have "expressed reservations (to put it mildly) about many of the president's actions in private. Then, when the reporters showed up with their cameras and microphones, they'd have nothing but nice things to say."
Tillis, who announced last year that he would not run for reelection in a "breaking point" with the president on his sweeping tax and spending cuts package, is publishing the book in his final months in office. He joins a long list of Republicans who have ratcheted up their public denunciations of Trump once they had less to lose politically.
#hegseth
In "How to Lose Friends and Antagonize Presidents," to be published Tuesday, the North Carolina senator defends his decision at the time to not be "the lone voice in the wilderness" preventing Trump's nominees from confirmation. But Tillis makes clear he was always skeptical of allegations about Hegseth's turbulent management style, treatment of women and excessive drinking. Hegseth denied all the allegations.
"I know for a fact that there are others like me," Tillis writes, "Republicans who agreed to go along with the early demands of the Trump team no matter how ridiculous they were, believing that failing to do so would mean the end of their political career, and who now see that things have gone way too far."
He writes that he can count at least 30 of his GOP colleagues who have "expressed reservations (to put it mildly) about many of the president's actions in private. Then, when the reporters showed up with their cameras and microphones, they'd have nothing but nice things to say."
Tillis, who announced last year that he would not run for reelection in a "breaking point" with the president on his sweeping tax and spending cuts package, is publishing the book in his final months in office. He joins a long list of Republicans who have ratcheted up their public denunciations of Trump once they had less to lose politically.
#hegseth
1 month ago
Sean "Diddy" Combs is headed back into solitary confinement, a day after a report described a prison life of massages, smuggled liquor, and contraband phones.
Staff at FCI Fort Dix are returning Combs to the facility's Special Housing Unit, according to TMZ, which was told the move came in direct response to this week's NBC News reporting on his alleged perks. Sources described the placement as typical procedure while prison officials run an investigation.
The report in question drew on four men who spent time in Combs' unit at the New Jersey prison. They said the mogul had other inmates making his bed, doing his laundry, and cleaning his toilet before he used it.
Sources also revealed to NBC News that inmates cooked for him on makeshift heating elements, turning out curry chicken, pizza and empanadas, and that others gave him Chinese-style massages. Thousands of dollars a month allegedly flowed into their commissary accounts.
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
#shop
Staff at FCI Fort Dix are returning Combs to the facility's Special Housing Unit, according to TMZ, which was told the move came in direct response to this week's NBC News reporting on his alleged perks. Sources described the placement as typical procedure while prison officials run an investigation.
The report in question drew on four men who spent time in Combs' unit at the New Jersey prison. They said the mogul had other inmates making his bed, doing his laundry, and cleaning his toilet before he used it.
Sources also revealed to NBC News that inmates cooked for him on makeshift heating elements, turning out curry chicken, pizza and empanadas, and that others gave him Chinese-style massages. Thousands of dollars a month allegedly flowed into their commissary accounts.
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
#shop
1 month ago
Aubrey O'Day doubts that being in prison will be effective for her former label head, Diddy.
With reports surfacing that the Bad Boy Records founder, real name Sean Combs, will once again have his prison release pushed up, this time to January 2028, O'Day also reacted to allegations that he's living a pampered life behind bars. According to what several former Fort Dix inmates told NBC News, the 56-year-old has paid to be cleaned and cooked for, along with getting massages.
"Thank you, Chloe [Melas] for doing this investigation," the vocalist posted on X in response to the story. "People should understand the difference between rehabilitation and a ****** vacation. The system is broken- this man will come back a worse criminal."
AubreyODay/X
The report spoke to four men from Diddy's unit. It alleges that the mogul had access to cellphones, antidepressants, and Hennessy.
#diddy #sean #january
With reports surfacing that the Bad Boy Records founder, real name Sean Combs, will once again have his prison release pushed up, this time to January 2028, O'Day also reacted to allegations that he's living a pampered life behind bars. According to what several former Fort Dix inmates told NBC News, the 56-year-old has paid to be cleaned and cooked for, along with getting massages.
"Thank you, Chloe [Melas] for doing this investigation," the vocalist posted on X in response to the story. "People should understand the difference between rehabilitation and a ****** vacation. The system is broken- this man will come back a worse criminal."
AubreyODay/X
The report spoke to four men from Diddy's unit. It alleges that the mogul had access to cellphones, antidepressants, and Hennessy.
#diddy #sean #january
1 month ago
BURBANK, CALIFORNIA − Dhar Mann doesn't consider other digital content creators his competition.
The filmmaker behind Dhar Mann Studios, whose inspirational videos reach hundreds of millions of viewers each week, has his sights set on something bigger: Hollywood.
"I actually see other major studios as the competition," Mann tells USA TODAY during a tour of his Burbank, California, studios. "I don't really see a difference between any of the big studios and what they've built and the trajectory that we're on."
It's an ambitious outlook for a company that started nearly eight years ago in Mann's downtown LA apartment, where he filmed videos on iPhones.
Today, Dhar Mann Studios has more than 170 million followers across social media and a team of about 250 people. The content, drawing nearly 300 million views a week, has expanded beyond social platforms through partnerships with Samsung, Fox and Disney, including a recently announced 20-episode order from Disney.
#mann
The filmmaker behind Dhar Mann Studios, whose inspirational videos reach hundreds of millions of viewers each week, has his sights set on something bigger: Hollywood.
"I actually see other major studios as the competition," Mann tells USA TODAY during a tour of his Burbank, California, studios. "I don't really see a difference between any of the big studios and what they've built and the trajectory that we're on."
It's an ambitious outlook for a company that started nearly eight years ago in Mann's downtown LA apartment, where he filmed videos on iPhones.
Today, Dhar Mann Studios has more than 170 million followers across social media and a team of about 250 people. The content, drawing nearly 300 million views a week, has expanded beyond social platforms through partnerships with Samsung, Fox and Disney, including a recently announced 20-episode order from Disney.
#mann
1 month ago
Sean "Diddy" Combs is reportedly spending thousands of dollars monthly to live a pampered life at Fort Dix federal prison.
According to NBC News, who spoke with four former inmates who were once in the same unit as the 56-year-old, Diddy has allegedly been paying inmates to cook, clean, and even give him massages. The former inmates claim he accessed contraband phones, antidepressants, and alcohol.
"This is not some normal s**t you see in jail. This is some rich ***** ," a former prisoner told NBC News. "It looks crazy, but again, it's Diddy."
"Pretty much the day he arrived, the party started," said another inmate source.
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
#according
According to NBC News, who spoke with four former inmates who were once in the same unit as the 56-year-old, Diddy has allegedly been paying inmates to cook, clean, and even give him massages. The former inmates claim he accessed contraband phones, antidepressants, and alcohol.
"This is not some normal s**t you see in jail. This is some rich ***** ," a former prisoner told NBC News. "It looks crazy, but again, it's Diddy."
"Pretty much the day he arrived, the party started," said another inmate source.
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
#according
2 months ago
On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.
#iphone #aapl
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.
#iphone #aapl
2 months ago
Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
2 months ago
Apple's (NASDAQ: AAPL) new iPhones are here, and this could be just the ticket to get the consumer tech ******* an back on top of the market cap throne. It doesn't have far to go to get there.
The stock's recent gains now place it within 2% of hitting a market cap of $5 trillion. Perhaps even more intriguingly, Apple is now less than 10% away from overtaking Nvidia (NASDAQ: NVDA) to become the market's most valuable company by market capitalization.
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 »
Apple's business isn't growing as quickly as Nvidia's these days, but it is closing the gap in market cap. Nvidia investors can't feel too bad, with the stock up 26% over the past year. It's just that Apple stock has soared by more than 40% in that time. Momentum is on its side, and that's before a bar-raising device hits the market.
For more than a dozen years, Apple has fallen into a predictable pattern. It delivers double-digit revenue growth in a fiscal year in which it rolls out a revolutionary iPhone model. Then it follows that with two -- and lately more than two -- years of single-digit or negative top-line growth, settling for merely evolutionary smartphone updates.
#NASDAQ
The stock's recent gains now place it within 2% of hitting a market cap of $5 trillion. Perhaps even more intriguingly, Apple is now less than 10% away from overtaking Nvidia (NASDAQ: NVDA) to become the market's most valuable company by market capitalization.
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 »
Apple's business isn't growing as quickly as Nvidia's these days, but it is closing the gap in market cap. Nvidia investors can't feel too bad, with the stock up 26% over the past year. It's just that Apple stock has soared by more than 40% in that time. Momentum is on its side, and that's before a bar-raising device hits the market.
For more than a dozen years, Apple has fallen into a predictable pattern. It delivers double-digit revenue growth in a fiscal year in which it rolls out a revolutionary iPhone model. Then it follows that with two -- and lately more than two -- years of single-digit or negative top-line growth, settling for merely evolutionary smartphone updates.
#NASDAQ
2 months ago
It's no secret that Arm Holdings (NASDAQ: ARM) is a crucial piece of the artificial intelligence (AI) puzzle. But how often do you think of Arm as a top-shelf AI investment? It's easy to forget this impressive compounder amid the glitzy hypergrowth of Nvidia's and AMD's expensive AI accelerators.
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
2 months ago
While he stepped down as CEO of Berkshire Hathaway at the end of last year, Warren Buffett's wealth, and thus his portfolio, is still tied to the conglomerate and its stock portfolio. On that end, Berkshire's top-three positions -- consisting of Apple (NASDAQ: AAPL), American Express (NYSE: AXP), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) (Nasdaq) -- make up more than half of its equity portfolio.
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
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 »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.
#NASDAQ #revenue #best #alphabet
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
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 »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.
#NASDAQ #revenue #best #alphabet
2 months ago
Semiconductor rivalries rarely move stock prices the way headlines suggest they should. MediaTek unveiled a new flagship smartphone processor on Tuesday, Sept. 15, built to challenge Qualcomm directly in the premium handset market.
Qualcomm Inc (QCOM)'s stock rose anyway, closing up 4.25% at $187.80.
That is not a new pattern. MediaTek's market value first surpassed Qualcomm's earlier this year, according to Reuters. The new chip was meant to widen that lead, not just defend it.
The gap is real money. MediaTek's market capitalization stood near $223 billion on Sept. 15, PitchBook noted. Even after Qualcomm's 4.25% rally that same day, its market cap reached $200.6 billion, according to CompaniesMarketCap, leaving it about $22 billion behind MediaTek.
MediaTek said the Dimensity 9600 Pro is its first mobile processor built on TSMC's 2-nanometer process. Its neural processing unit delivers 51% faster prompt handling for on-device AI models than the prior generation. That lets phones run generative AI tasks without sending data to the cloud.
#market #qualcomm #built #according
Qualcomm Inc (QCOM)'s stock rose anyway, closing up 4.25% at $187.80.
That is not a new pattern. MediaTek's market value first surpassed Qualcomm's earlier this year, according to Reuters. The new chip was meant to widen that lead, not just defend it.
The gap is real money. MediaTek's market capitalization stood near $223 billion on Sept. 15, PitchBook noted. Even after Qualcomm's 4.25% rally that same day, its market cap reached $200.6 billion, according to CompaniesMarketCap, leaving it about $22 billion behind MediaTek.
MediaTek said the Dimensity 9600 Pro is its first mobile processor built on TSMC's 2-nanometer process. Its neural processing unit delivers 51% faster prompt handling for on-device AI models than the prior generation. That lets phones run generative AI tasks without sending data to the cloud.
#market #qualcomm #built #according
2 months ago
OpenAI acquired Glass Imaging, a startup developing AI-powered smartphone camera technology, in a deal valued at over $300 million, according to The Wall Street Journal. The purchase price represents a significant jump from the roughly $100 million valuation Glass Imaging carried in a funding round last year.
Glass Imaging was founded in 2019 by Ziv Attar and Tom Bishop, two former Apple engineers who worked on the company's Portrait Mode feature. The Los Altos, California-based company had raised about $30 million from investors including GV, Alphabet's venture arm, and Insight Partners before the acquisition.
Glass Imaging's approach differs from conventional AI photo editing: instead of processing images after the fact, the company teaches neural networks the specific optical properties of each camera system so that picture quality is improved as the shot is taken, according to The Wall Street Journal. The company's goal is to produce image quality comparable to a DSLR camera from a smartphone. Its zoom-imaging technology was featured in a line of phones from Chinese smartphone brand Honor.
OpenAI's plans for Glass Imaging are unclear. The company is also developing a device with Jony Ive, the former Apple designer behind the iPhone. OpenAI brought on Ive in 2025 through its $6.5 billion purchase of io Products, and his responsibilities span hardware development alongside broader efforts to define how AI products will look and function.
A spokesperson for OpenAI had not provided a statement by the time of publication, according to TechCrunch. The company has made several other acquisitions recently, including an internet talk show called TBPN and an open-source developer tools startup, according to The Wall Street Journal. OpenAI is also preparing for an initial public offering expected next year.
#according #journal
Glass Imaging was founded in 2019 by Ziv Attar and Tom Bishop, two former Apple engineers who worked on the company's Portrait Mode feature. The Los Altos, California-based company had raised about $30 million from investors including GV, Alphabet's venture arm, and Insight Partners before the acquisition.
Glass Imaging's approach differs from conventional AI photo editing: instead of processing images after the fact, the company teaches neural networks the specific optical properties of each camera system so that picture quality is improved as the shot is taken, according to The Wall Street Journal. The company's goal is to produce image quality comparable to a DSLR camera from a smartphone. Its zoom-imaging technology was featured in a line of phones from Chinese smartphone brand Honor.
OpenAI's plans for Glass Imaging are unclear. The company is also developing a device with Jony Ive, the former Apple designer behind the iPhone. OpenAI brought on Ive in 2025 through its $6.5 billion purchase of io Products, and his responsibilities span hardware development alongside broader efforts to define how AI products will look and function.
A spokesperson for OpenAI had not provided a statement by the time of publication, according to TechCrunch. The company has made several other acquisitions recently, including an internet talk show called TBPN and an open-source developer tools startup, according to The Wall Street Journal. OpenAI is also preparing for an initial public offering expected next year.
#according #journal
2 months ago
Michigan State beat Eastern Michigan 35-7 on Saturday, but the Spartans went into halftime leading only 14-7 after giving up a 13-play, 78-yard touchdown drive to the Eagles in the second quarter. Pat Fitzgerald did not hide his frustration with it afterward, as he mentioned in a Michigan State Spartans press conference video.
"We've got to be better fundamentally in the second quarter. We weren't doing a great job of block destruction, we weren't fitting gaps right," Fitzgerald said. "The play they scored on we practiced. You know, there was a lot of not very happy people on our defensive headphones and defensive staff when we went in at halftime. Should have never happened."
The run defense is mostly to blame for the touchdown drive. Of the Eagles' 78 yards, 67 came on the ground. The touchdown came when Noah Kim faked the handoff to his running back and took it in himself from four yards out without being touched by a defender.
"I thought, you know, Nick (Sheridan) and Joe (Rossi) and LeVar (Woods) were right on at halftime," Fitzgerald said. "By the time I even got up in the locker room after doing a couple interviews on the field, they had already had the things that I expected I was going to say."
Once the Spartans got to halftime, the coaching staff quickly addressed the effort and made sure the players didn't make the easy mistakes that had left the field open for the Eagles. The defense locked in after the break, allowing under 70 yards across Eastern Michigan's four second-half possessions.
#halftime #second
"We've got to be better fundamentally in the second quarter. We weren't doing a great job of block destruction, we weren't fitting gaps right," Fitzgerald said. "The play they scored on we practiced. You know, there was a lot of not very happy people on our defensive headphones and defensive staff when we went in at halftime. Should have never happened."
The run defense is mostly to blame for the touchdown drive. Of the Eagles' 78 yards, 67 came on the ground. The touchdown came when Noah Kim faked the handoff to his running back and took it in himself from four yards out without being touched by a defender.
"I thought, you know, Nick (Sheridan) and Joe (Rossi) and LeVar (Woods) were right on at halftime," Fitzgerald said. "By the time I even got up in the locker room after doing a couple interviews on the field, they had already had the things that I expected I was going to say."
Once the Spartans got to halftime, the coaching staff quickly addressed the effort and made sure the players didn't make the easy mistakes that had left the field open for the Eagles. The defense locked in after the break, allowing under 70 yards across Eastern Michigan's four second-half possessions.
#halftime #second
2 months ago
Apple (NASDAQ:AAPL) recently unveiled its new iPhone Duo, a foldable phone priced at a whopping $1,999 — and that's the starting price. The phone is priced at a premium for a company already known for premium-priced products.
If sales for the Duo take off, it could prove to be a massive growth catalyst for the business. But here's why I wouldn't hold my breath, and why I think there could be challenges ahead for the tech company.
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 »
Image source: Getty Images.
The Duo may look enticing to consumers who love Apple products or foldable phones, but I don't think it'll capture a huge subset of the market, at least not right away. There have been many issues with foldable phones in the past, including screen creases after prolonged use, and repair costs can be high.
#signal #foldable
If sales for the Duo take off, it could prove to be a massive growth catalyst for the business. But here's why I wouldn't hold my breath, and why I think there could be challenges ahead for the tech company.
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 »
Image source: Getty Images.
The Duo may look enticing to consumers who love Apple products or foldable phones, but I don't think it'll capture a huge subset of the market, at least not right away. There have been many issues with foldable phones in the past, including screen creases after prolonged use, and repair costs can be high.
#signal #foldable
2 months ago
Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Excluding Tariff Refunds, Apple's Margin Slips As iPhone And Mac Set June-Quarter Records
Demand is not the worry. iPhone revenue rose 22% from a year earlier in the June quarter and Mac revenue rose 29%, both June-quarter records. Management says the brake on sales is supply of the advanced nodes its chips are made on.
Reported gross margin was 50.1% in the June quarter, but tariff refunds supplied about two points of it. Without them, the margin fell 120 basis points from 49.3% in the March quarter, and the September-quarter guide takes off another 160 basis points at its midpoint. On $466.8 billion of revenue over the past year, each point of gross margin is worth about $4.7 billion of gross profit.
And Management Says Memory Prices Explain All Of That Slide
#gross #tariff #year
Excluding Tariff Refunds, Apple's Margin Slips As iPhone And Mac Set June-Quarter Records
Demand is not the worry. iPhone revenue rose 22% from a year earlier in the June quarter and Mac revenue rose 29%, both June-quarter records. Management says the brake on sales is supply of the advanced nodes its chips are made on.
Reported gross margin was 50.1% in the June quarter, but tariff refunds supplied about two points of it. Without them, the margin fell 120 basis points from 49.3% in the March quarter, and the September-quarter guide takes off another 160 basis points at its midpoint. On $466.8 billion of revenue over the past year, each point of gross margin is worth about $4.7 billion of gross profit.
And Management Says Memory Prices Explain All Of That Slide
#gross #tariff #year
2 months ago
Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Phones Still Bring In About Half The Sales
In fiscal Q3 2026, handset chip revenue was $5.1 billion, about half of the $9.9 billion total. The CEO says unprecedented memory prices, plus supply shortages driven by data center demand, are pulling revenue down across mobile and consumer electronics. Management puts the net effect at a 20% drop in its Android chip revenue in 2026 from 2025.
And Apple Revenue Is Exiting Faster Than Planned
Apple is the second drag. Citing its own supply constraints, Qualcomm said on its fiscal Q3 2026 call that it expects materially lower share in new iPhone launches than its prior 20% estimate. An ****** yst put fiscal 2026 Apple product revenue at about $7.5 billion, and management called that a fair range.
#revenue #Apple #fiscal #management
Phones Still Bring In About Half The Sales
In fiscal Q3 2026, handset chip revenue was $5.1 billion, about half of the $9.9 billion total. The CEO says unprecedented memory prices, plus supply shortages driven by data center demand, are pulling revenue down across mobile and consumer electronics. Management puts the net effect at a 20% drop in its Android chip revenue in 2026 from 2025.
And Apple Revenue Is Exiting Faster Than Planned
Apple is the second drag. Citing its own supply constraints, Qualcomm said on its fiscal Q3 2026 call that it expects materially lower share in new iPhone launches than its prior 20% estimate. An ****** yst put fiscal 2026 Apple product revenue at about $7.5 billion, and management called that a fair range.
#revenue #Apple #fiscal #management
2 months ago
Mohammad Rizwan and Imam-ul-Haq may have left England, but the troubles from Pakistan's disastrous tour don't seem ready to leave them just yet.
According to Geo News, the Pakistan duo have now been summoned by the National Cyber Crime Investigation Agency (NCCIA) over information reportedly obtained from their mobile phones. And as if that wasn't enough, both players are also set to miss the opening round of the President's Trophy Grade-I after failing to undergo mandatory fitness tests.
It has been quite the homecoming.
Rizwan and Imam were among seven players sent back to Pakistan by the Pakistan Cricket Board (PCB) following the team's heavy defeat to England at Lord's. The decision came after Pakistan's struggles in the Test series, but the drama clearly didn't end when the players boarded their flights home.
According to Geo News, the NCCIA has issued notices to Rizwan and Imam as part of an investigation involving information retrieved from their mobile phones.
The PCB had reportedly taken custody of the players' phones before handing them over to the relevant authorities. Geo News reported that Rizwan and Imam were questioned by the NCCIA for around two hours, with the inquiry reportedly linked to alleged dressing-room leaks during the England series.
The exact circumstances surrounding the investigation remain unclear, and being questioned does not establish any wrongdoing by either player. But for two cricketers who probably wanted nothing more than to forget the England tour, it is certainly an unusual sequel.
As if a cybercrime investigation wasn't enough post-tour paperwork, Geo News sources have now reported that Rizwan and Imam will miss the opening round of the President's Trophy Grade-I. The reason is far less dramatic but equally awkward: mandatory fitness-test reports.
According to the report, Rizwan's SNGPL and Imam's OGDCL did not have the required fitness reports for the two players. Under PCB rules, departmental teams must conduct the fitness tests and submit the reports before players can feature in first-class cricket.
As a result, both will miss the tournament's opening round, scheduled from September 12 to 15. Imam had been named OGDCL captain, while Rizwan was appointed vice-captain of SNGPL.
#england
According to Geo News, the Pakistan duo have now been summoned by the National Cyber Crime Investigation Agency (NCCIA) over information reportedly obtained from their mobile phones. And as if that wasn't enough, both players are also set to miss the opening round of the President's Trophy Grade-I after failing to undergo mandatory fitness tests.
It has been quite the homecoming.
Rizwan and Imam were among seven players sent back to Pakistan by the Pakistan Cricket Board (PCB) following the team's heavy defeat to England at Lord's. The decision came after Pakistan's struggles in the Test series, but the drama clearly didn't end when the players boarded their flights home.
According to Geo News, the NCCIA has issued notices to Rizwan and Imam as part of an investigation involving information retrieved from their mobile phones.
The PCB had reportedly taken custody of the players' phones before handing them over to the relevant authorities. Geo News reported that Rizwan and Imam were questioned by the NCCIA for around two hours, with the inquiry reportedly linked to alleged dressing-room leaks during the England series.
The exact circumstances surrounding the investigation remain unclear, and being questioned does not establish any wrongdoing by either player. But for two cricketers who probably wanted nothing more than to forget the England tour, it is certainly an unusual sequel.
As if a cybercrime investigation wasn't enough post-tour paperwork, Geo News sources have now reported that Rizwan and Imam will miss the opening round of the President's Trophy Grade-I. The reason is far less dramatic but equally awkward: mandatory fitness-test reports.
According to the report, Rizwan's SNGPL and Imam's OGDCL did not have the required fitness reports for the two players. Under PCB rules, departmental teams must conduct the fitness tests and submit the reports before players can feature in first-class cricket.
As a result, both will miss the tournament's opening round, scheduled from September 12 to 15. Imam had been named OGDCL captain, while Rizwan was appointed vice-captain of SNGPL.
#england
2 months ago
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The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)
#listen #market #talks #technology
(3 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)
#listen #market #talks #technology
2 months ago
Interested in Qualcomm Incorporated? Here are five stocks we like better.
Qualcomm's Amazon agreement gives its data center strategy a major anchor beyond smartphones.
Amazon's warrants are tied to up to $60 billion in potential purchases over a decade, making the deal meaningful but gradual.
Qualcomm's valuation still trails many AI infrastructure peers, but dilution risk and execution timing remain important factors.
Investors continue to seek disciplined strategies to participate in the evolving artificial intelligence (AI) economy without paying inflated multiples for standard graphics hardware. Capital remains focused on businesses positioned to sustain steady enterprise workload expansion while maintaining reasonable valuation metrics.
#interested #qualcomm
Qualcomm's Amazon agreement gives its data center strategy a major anchor beyond smartphones.
Amazon's warrants are tied to up to $60 billion in potential purchases over a decade, making the deal meaningful but gradual.
Qualcomm's valuation still trails many AI infrastructure peers, but dilution risk and execution timing remain important factors.
Investors continue to seek disciplined strategies to participate in the evolving artificial intelligence (AI) economy without paying inflated multiples for standard graphics hardware. Capital remains focused on businesses positioned to sustain steady enterprise workload expansion while maintaining reasonable valuation metrics.
#interested #qualcomm
2 months ago
Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.
#foldable #street
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.
#foldable #street
0.00$ raised of 0.00$ goal
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to go
2 months ago
Corning (GLW) stock rose Tuesday after the provider of optical communications gear for telecom networks and artificial intelligence data centers announced a multibillion-dollar agreement with longtime customer Verizon Communications (VZ). Corning stock has advanced 70% in 2026, but shares have retreated from a 52-week high set on June 30.
Under the deal, Verizon will buy optical fiber and connectivity products from 2027 to 2032 for its landline broadband network. Verizon also is building a new long-distance backbone network for cloud computing companies.
On the stock market today, Corning stock rose more than 7% to 165.70 in morning trading. Corning stock hit a high of 271.78 on June 30. Meanwhile, Verizon stock climbed nearly 1% to 50.51.
Corning was long known for its flat-panel display business and Gorilla Glass used in smartphones. But the company has pivoted to become a provider of fiber, cables, connectors and networking components needed to link AI computer servers inside and between AI data centers.
Nvidia (NVDA) recently agreed to invest up to $3.2 billion in Corning under a warrant deal. Corning plans to expand production capacity for AI data centers.
#Stock #centers
Under the deal, Verizon will buy optical fiber and connectivity products from 2027 to 2032 for its landline broadband network. Verizon also is building a new long-distance backbone network for cloud computing companies.
On the stock market today, Corning stock rose more than 7% to 165.70 in morning trading. Corning stock hit a high of 271.78 on June 30. Meanwhile, Verizon stock climbed nearly 1% to 50.51.
Corning was long known for its flat-panel display business and Gorilla Glass used in smartphones. But the company has pivoted to become a provider of fiber, cables, connectors and networking components needed to link AI computer servers inside and between AI data centers.
Nvidia (NVDA) recently agreed to invest up to $3.2 billion in Corning under a warrant deal. Corning plans to expand production capacity for AI data centers.
#Stock #centers
2 months ago
Pakistan's troubled England tour has taken another unexpected turn, with the Pakistan Cricket Board reportedly taking mobile phones belonging to members of the national team into its custody ahead of the third and final Test at Edgbaston.
According to Pakistani 365 News, the players' devices have been handed over to the PCB and will remain with the board until the conclusion of the final Test. The report did not reveal the identities of the players whose phones were taken, while the PCB has not publicly stated why the devices were placed in its custody.
The development has raised questions about the extent of the authorities' powers over players' personal devices, particularly regarding when phones can be seized, retained or accessed and what safeguards apply to private communications.
Mobile phones are already subject to strict restrictions in international cricket, particularly inside areas designated as restricted during matches.
Under the ICC's Player and Match Officials Area regulations, players and support staff are not permitted to possess or use mobile phones or other communication devices inside restricted areas, including dressing rooms, during an international match.
Players are expected to place their devices in secure storage before entering such areas. The primary purpose of these regulations is to protect the integrity of international matches and prevent unauthorised communication.
However, those match-day restrictions are separate from a situation in which a player's personal phone is retained for an extended period.
The ICC Anti-Corruption Code gives authorised anti-corruption officials considerably broader powers when a formal integrity investigation is underway.
Under the code, an authorised anti-corruption official can make a written demand requiring a participant to surrender a mobile device or allow investigators to copy or download information from it when there are reasonable grounds to believe the material could be relevant to an investigation.
The information potentially covered by such a request is wide-ranging. It can include telephone and internet records, text messages, WhatsApp conversations, photographs, videos, audio files and other electronically stored documents.
Participants can also be required to provide passwords or access codes needed by investigators to obtain the relevant material.
A failure to comply with a legitimate demand during an anti-corruption investigation can itself result in disciplinary action.
Despite the ICC's provisions, the reported decision by the PCB to take possession of the players' phones does not, by itself, establish that an anti-corruption investigation is taking place.
There has been no confirmation that the PCB's action in England is connected to an integrity investigation involving corruption, betting or match-fixing. No player has been publicly accused of an integrity offence either.
There is also a distinction between the ICC's jurisdic
According to Pakistani 365 News, the players' devices have been handed over to the PCB and will remain with the board until the conclusion of the final Test. The report did not reveal the identities of the players whose phones were taken, while the PCB has not publicly stated why the devices were placed in its custody.
The development has raised questions about the extent of the authorities' powers over players' personal devices, particularly regarding when phones can be seized, retained or accessed and what safeguards apply to private communications.
Mobile phones are already subject to strict restrictions in international cricket, particularly inside areas designated as restricted during matches.
Under the ICC's Player and Match Officials Area regulations, players and support staff are not permitted to possess or use mobile phones or other communication devices inside restricted areas, including dressing rooms, during an international match.
Players are expected to place their devices in secure storage before entering such areas. The primary purpose of these regulations is to protect the integrity of international matches and prevent unauthorised communication.
However, those match-day restrictions are separate from a situation in which a player's personal phone is retained for an extended period.
The ICC Anti-Corruption Code gives authorised anti-corruption officials considerably broader powers when a formal integrity investigation is underway.
Under the code, an authorised anti-corruption official can make a written demand requiring a participant to surrender a mobile device or allow investigators to copy or download information from it when there are reasonable grounds to believe the material could be relevant to an investigation.
The information potentially covered by such a request is wide-ranging. It can include telephone and internet records, text messages, WhatsApp conversations, photographs, videos, audio files and other electronically stored documents.
Participants can also be required to provide passwords or access codes needed by investigators to obtain the relevant material.
A failure to comply with a legitimate demand during an anti-corruption investigation can itself result in disciplinary action.
Despite the ICC's provisions, the reported decision by the PCB to take possession of the players' phones does not, by itself, establish that an anti-corruption investigation is taking place.
There has been no confirmation that the PCB's action in England is connected to an integrity investigation involving corruption, betting or match-fixing. No player has been publicly accused of an integrity offence either.
There is also a distinction between the ICC's jurisdic
2 months ago
USA Rare Earth (NASDAQ: USAR) is quickly becoming one of America's most strategically important mining companies, at least if the economy, technology, and national security count for anything.
Why all the attention? Two words: rare earths. Indeed, rare-earth metals, as their name suggests, are a class of elements that are tough to find in economically useful deposits. They are essential to everything from smartphones and electric vehicles (EVs) to fighter jets and guided missiles, and China controls most of the world's capacity to process them.
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 »
USA Rare Earth is one of only a handful of American companies that control a rare-earth deposit on American soil. Its goal is to extract rare-earth elements from a deposit in Texas, process and separate them domestically, and turn them into permanent magnets for American companies out of its factory in Oklahoma.
For some time, this has been at the heart of USA Rare Earth's growth thesis; none of it is new. What is new, however, is its pending acquisition of Serra Verde, which could turn USA Rare Earth from a would-be miner with an uncertain start date into the owner of an operating rare-earth mine. That deal will likely close before its next earnings report -- expected in early November -- and could set the stage for a huge rally.
#american #Companies #time
Why all the attention? Two words: rare earths. Indeed, rare-earth metals, as their name suggests, are a class of elements that are tough to find in economically useful deposits. They are essential to everything from smartphones and electric vehicles (EVs) to fighter jets and guided missiles, and China controls most of the world's capacity to process them.
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 »
USA Rare Earth is one of only a handful of American companies that control a rare-earth deposit on American soil. Its goal is to extract rare-earth elements from a deposit in Texas, process and separate them domestically, and turn them into permanent magnets for American companies out of its factory in Oklahoma.
For some time, this has been at the heart of USA Rare Earth's growth thesis; none of it is new. What is new, however, is its pending acquisition of Serra Verde, which could turn USA Rare Earth from a would-be miner with an uncertain start date into the owner of an operating rare-earth mine. That deal will likely close before its next earnings report -- expected in early November -- and could set the stage for a huge rally.
#american #Companies #time
2 months ago
On August 5, Cirrus Logic (NASDAQ:CRUS) reported record first-quarter revenue of $459.7 million, up 13% year over year, alongside non-GAAP earnings per share of $1.84, a June quarter record for the company. Smartphone component demand carried the print, and executives struck a confident tone about content growth across cameras, batteries and power circuits. But that optimism sat next to a quieter admission: the company's PC segment outlook for fiscal 2027 just got smaller, and the reasons behind that cut matter for anyone weighing this stock's next chapter.
High-performance mixed-signal revenue climbed 26% year over year to $210.7 million, as Cirrus Logic expanded its footprint across camera, battery, and power applications inside smartphones. CEO John Forsyth pointed to a multi-generation collaboration with the company's largest customer on camera controllers, plus continued work on a Smart Power IC for 3D sensing that stayed on schedule through the quarter. Audio, the company's flagship business, still grew 3.7% to $249.0 million on demand for custom boosted amplifiers and smart codecs, and Forsyth said those parts should keep shipping across multiple future product generations.
The company is also pushing past smartphones. During the quarter, Cirrus Logic taped out a new family of ******* og front-end components aimed at smart meters, with sampling expected in the September quarter and potential spillover into EV charging, data center metrology and grid monitoring. On the PC side, a new low-power smart codec built for always-on wake word detection drew strong customer interest, and products using Nvidia's RTX Spark platform are expected to ship later in 2026 carrying Cirrus Logic amplifiers and codecs. A fresh wafer supply agreement with GlobalFoundries locks in capacity and pricing through calendar 2028 and advances a shift toward domestic manufacturing in Malta, New York. Underneath it all sits $1.2 billion in cash and investments, no debt, and $598.6 million in trailing 12-month operating cash flow, funding $34.5 million in share buybacks during the quarter and another $50.5 million afterward.
The company trimmed its fiscal 2027 PC segment outlook, and Forsyth laid out three specific culprits: constrained supply of a key industry platform, memory and component shortages pressuring pricing across the PC market, and OEMs responding by delaying new model launches and stretching the life of older platforms. Those delayed models typically carry higher content and higher volume for Cirrus Logic, so Forsyth said the slippage "pushes out some of the growth we would otherwise have seen in our PC business this year."
#cirrus #forsyth
High-performance mixed-signal revenue climbed 26% year over year to $210.7 million, as Cirrus Logic expanded its footprint across camera, battery, and power applications inside smartphones. CEO John Forsyth pointed to a multi-generation collaboration with the company's largest customer on camera controllers, plus continued work on a Smart Power IC for 3D sensing that stayed on schedule through the quarter. Audio, the company's flagship business, still grew 3.7% to $249.0 million on demand for custom boosted amplifiers and smart codecs, and Forsyth said those parts should keep shipping across multiple future product generations.
The company is also pushing past smartphones. During the quarter, Cirrus Logic taped out a new family of ******* og front-end components aimed at smart meters, with sampling expected in the September quarter and potential spillover into EV charging, data center metrology and grid monitoring. On the PC side, a new low-power smart codec built for always-on wake word detection drew strong customer interest, and products using Nvidia's RTX Spark platform are expected to ship later in 2026 carrying Cirrus Logic amplifiers and codecs. A fresh wafer supply agreement with GlobalFoundries locks in capacity and pricing through calendar 2028 and advances a shift toward domestic manufacturing in Malta, New York. Underneath it all sits $1.2 billion in cash and investments, no debt, and $598.6 million in trailing 12-month operating cash flow, funding $34.5 million in share buybacks during the quarter and another $50.5 million afterward.
The company trimmed its fiscal 2027 PC segment outlook, and Forsyth laid out three specific culprits: constrained supply of a key industry platform, memory and component shortages pressuring pricing across the PC market, and OEMs responding by delaying new model launches and stretching the life of older platforms. Those delayed models typically carry higher content and higher volume for Cirrus Logic, so Forsyth said the slippage "pushes out some of the growth we would otherwise have seen in our PC business this year."
#cirrus #forsyth
2 months ago
A Florida woman who fatally shot a man in the parking lot of a Walmart during a confrontation over a parking ***** e won't face charges, prosecutors announced Thursday.
The Broward County State Attorney's Office said Florida's "stand your ground" law makes the shooter, who said she was acting in self-defense, immune from prosecution in connection with the June 30 shooting in North Lauderdale.
Bart Diguglielmo, 62, was shot and killed in the incident, which was captured on several videos, including from cellphones and a Tesla, according to a memo on the shooting released Thursday by the Broward County State Attorney's Office.
Man fatally shot in Walmart parking lot following dispute over parking ***** e: Authorities
"A dispute over a parking ***** e. In a Walmart parking lot. The facts surrounding the June 30, 2026, homicide of Bart DiGuglielmo are as tragic as they are absurd," Broward State Attorney's Office Homicide Trial Unit Division Chief Stephen Zaccor wrote in the memo. "There is relatively no dispute about what actually happened because the entire incident was captured by various video recording devices."
#parking #walmart #office #dispute
The Broward County State Attorney's Office said Florida's "stand your ground" law makes the shooter, who said she was acting in self-defense, immune from prosecution in connection with the June 30 shooting in North Lauderdale.
Bart Diguglielmo, 62, was shot and killed in the incident, which was captured on several videos, including from cellphones and a Tesla, according to a memo on the shooting released Thursday by the Broward County State Attorney's Office.
Man fatally shot in Walmart parking lot following dispute over parking ***** e: Authorities
"A dispute over a parking ***** e. In a Walmart parking lot. The facts surrounding the June 30, 2026, homicide of Bart DiGuglielmo are as tragic as they are absurd," Broward State Attorney's Office Homicide Trial Unit Division Chief Stephen Zaccor wrote in the memo. "There is relatively no dispute about what actually happened because the entire incident was captured by various video recording devices."
#parking #walmart #office #dispute
