9 days ago
The Green Bay Packers' defense hasn't had Micah Parsons on the field this season. However, it found another way to shut the door on Sunday night. The Packers beat the Dallas Cowboys 23-13 at Lambeau Field, holding Dak Prescott to 34-of-54 passing for 258 yards with one touchdown and two interceptions.
Notably, it was the third straight game Green Bay has held an opponent to 14 points or fewer, a feat that prompted former Packers QB Kurt Benkert to highlight Green Bay's defense on X.
Benkert focused on how the Packers were doing great teamwork on defense.
He wrote that seeing the defense "schematically causing problems for high-powered offenses" has him "really excited for what December and January football can look like for them."
The Packers' defense streak started with a 17-14 win at Tampa Bay on Oct. 4 against Jalon Daniels. Next came a 31-7 win over Chicago and quarterbacks Case Keenum and Tyson Bagent on Oct. 11, when Green Bay forced five turnovers and Xavier McKinney picked off two passes. On Sunday, Prescott, CeeDee Lamb and George Pickens came to town.
#parsons
Notably, it was the third straight game Green Bay has held an opponent to 14 points or fewer, a feat that prompted former Packers QB Kurt Benkert to highlight Green Bay's defense on X.
Benkert focused on how the Packers were doing great teamwork on defense.
He wrote that seeing the defense "schematically causing problems for high-powered offenses" has him "really excited for what December and January football can look like for them."
The Packers' defense streak started with a 17-14 win at Tampa Bay on Oct. 4 against Jalon Daniels. Next came a 31-7 win over Chicago and quarterbacks Case Keenum and Tyson Bagent on Oct. 11, when Green Bay forced five turnovers and Xavier McKinney picked off two passes. On Sunday, Prescott, CeeDee Lamb and George Pickens came to town.
#parsons
9 days ago
Dallas Cowboys QB Dak Prescott completed 34 of 54 passes for 258 yards, one touchdown, and two interceptions in a Week 6 loss to the Green Bay Packers. Prescott also ran twice for seven yards.
SOURCE: USA TODAY
Why It Matters: Dallas' high-powered offense has sputtered the last two weeks, and Prescott has now gone four straight games with just one touchdown pass. It was also his second straight outing with multiple INTs. As bad as it was, you could argue it should've been worse -- a third interception was wiped away on a dubious roughing-the-passer penalty, and his only TD pass on the night came in the closing minute down 16 points (following another skaky roughing call). A matchup with the sputtering Eagles is on deck. We'll see if Prescott can rebound against a division rival. While he remains a QB1 based on talent, his production has reached a point where you should be looking at your other quarterback's matchups before plugging Prescott in.
This article originally appeared on USA TODAY: Tough night for Dak Prescott in loss at Lambeau
#loss
SOURCE: USA TODAY
Why It Matters: Dallas' high-powered offense has sputtered the last two weeks, and Prescott has now gone four straight games with just one touchdown pass. It was also his second straight outing with multiple INTs. As bad as it was, you could argue it should've been worse -- a third interception was wiped away on a dubious roughing-the-passer penalty, and his only TD pass on the night came in the closing minute down 16 points (following another skaky roughing call). A matchup with the sputtering Eagles is on deck. We'll see if Prescott can rebound against a division rival. While he remains a QB1 based on talent, his production has reached a point where you should be looking at your other quarterback's matchups before plugging Prescott in.
This article originally appeared on USA TODAY: Tough night for Dak Prescott in loss at Lambeau
#loss
9 days ago
GREEN BAY, Wis. (AP) — Jordan Love threw a touchdown pass and also scored on a 1-yard keeper and the Green Bay Packers held Dallas' high-powered offense in check and beat the Cowboys 23-13 in a penalty-filled game Sunday night.
Love went 23 of 41 for 276 yards to help the Packers improve to 11-1-1 in their last 13 meetings with the Cowboys, including a 40-all tie last season at Arlington, Texas. A 9-yard touchdown pass to Matthew Golden capped Green Bay's first series and put the Packers ahead for good.
The Packers (4-2) have won three straight as they await the return of three-time Pro Bowl running back Josh Jacobs, who comes off the commissioner's exempt list Monday. Jacobs hasn't played all season and pleaded no contest last month to two misdemeanor charges stemming from an altercation with his then-girlfriend in May.
Green Bay intercepted Dak Prescott twice to thwart scoring opportunities. Prescott went 34 of 54 for 258 yards. He threw a 6-yard touchdown pass to Ryan Flournoy with 44 seconds left, but couldn't connect with CeeDee Lamb on a 2-point conversion attempt.
The game featured 22 penalties — 11 by each team. Dallas had 108 penalty yards, while Green Bay had 96.
#pass #yard #love #dallas
Love went 23 of 41 for 276 yards to help the Packers improve to 11-1-1 in their last 13 meetings with the Cowboys, including a 40-all tie last season at Arlington, Texas. A 9-yard touchdown pass to Matthew Golden capped Green Bay's first series and put the Packers ahead for good.
The Packers (4-2) have won three straight as they await the return of three-time Pro Bowl running back Josh Jacobs, who comes off the commissioner's exempt list Monday. Jacobs hasn't played all season and pleaded no contest last month to two misdemeanor charges stemming from an altercation with his then-girlfriend in May.
Green Bay intercepted Dak Prescott twice to thwart scoring opportunities. Prescott went 34 of 54 for 258 yards. He threw a 6-yard touchdown pass to Ryan Flournoy with 44 seconds left, but couldn't connect with CeeDee Lamb on a 2-point conversion attempt.
The game featured 22 penalties — 11 by each team. Dallas had 108 penalty yards, while Green Bay had 96.
#pass #yard #love #dallas
9 days ago
The Dallas Cowboys came into Lambeau Field on Sunday Night Football with a high-powered offense. Dak Prescott and company led the offense in many drive-based statistics, including the percentage of offensive drives ending in a score, plays per drive, and yards per drive.
Against Jonathan Gannon's aggressive Green Bay Packers defense, the Cowboys managed just seven points on nine offensive drives as the green and gold expanded their league-leading interception numbers. Evan Williams and rookie Brandon Cisse each picked off Dak Prescott, who was under pressure all night long, as the defense led the way in a 23-13 win that improved the Packers' record to 4-2.
Prescott's counterpart, Jordan Love, shook off an early interception of his own to put up a high-quality performance. That pick could have been a truly game-changing play, as it was originally returned for a touchdown that would have tied the game at 7 early on. Instead, the scoring return was nullified on review and the Packers' defense ended up getting a stop to keep Dallas off the scoreboard. The Packers' offense went on to convert each of their first seven third-down opportunities and finished 11-of-18 for the game as Love delivered under pressure time and time again.
Ultimately, Love failed to record multiple touchdown passes for the first time in a game all season, but it wasn't for lack of trying; he saw three potential touchdown passes get dropped by his receivers, but still managed to throw for 276 yards. Matthew Golden was the biggest offender, with two of those dropped scores and a third drop later in the game, but he did end the game with an excellent stat line: six catches for 104 yards and the only receiving touchdown of the game. Additionally, Love did end up being responsible for a second touchdown, getting the Packers' other score on a quarterback sneak just before halftime as the team led 17-0 heading into the break.
The Green Bay defense kept up its excellent play in the second half. After giving up a single touchdown early in the third quarter, they forced turnovers on downs twice in the fourth before allowing a touchdown in garbage time while holding a 16-point lead — though they came up with a big stop on the two-point conversion to largely put an end to the game.
#love
Against Jonathan Gannon's aggressive Green Bay Packers defense, the Cowboys managed just seven points on nine offensive drives as the green and gold expanded their league-leading interception numbers. Evan Williams and rookie Brandon Cisse each picked off Dak Prescott, who was under pressure all night long, as the defense led the way in a 23-13 win that improved the Packers' record to 4-2.
Prescott's counterpart, Jordan Love, shook off an early interception of his own to put up a high-quality performance. That pick could have been a truly game-changing play, as it was originally returned for a touchdown that would have tied the game at 7 early on. Instead, the scoring return was nullified on review and the Packers' defense ended up getting a stop to keep Dallas off the scoreboard. The Packers' offense went on to convert each of their first seven third-down opportunities and finished 11-of-18 for the game as Love delivered under pressure time and time again.
Ultimately, Love failed to record multiple touchdown passes for the first time in a game all season, but it wasn't for lack of trying; he saw three potential touchdown passes get dropped by his receivers, but still managed to throw for 276 yards. Matthew Golden was the biggest offender, with two of those dropped scores and a third drop later in the game, but he did end the game with an excellent stat line: six catches for 104 yards and the only receiving touchdown of the game. Additionally, Love did end up being responsible for a second touchdown, getting the Packers' other score on a quarterback sneak just before halftime as the team led 17-0 heading into the break.
The Green Bay defense kept up its excellent play in the second half. After giving up a single touchdown early in the third quarter, they forced turnovers on downs twice in the fourth before allowing a touchdown in garbage time while holding a 16-point lead — though they came up with a big stop on the two-point conversion to largely put an end to the game.
#love
20 days ago
We now have a better idea of exactly who the biggest creators are on social media. ESHAP and What's Trending have partnered to unveil the second annual Creator Map, a guide to the biggest creators by platform. And TheWrap has your first look at their findings.
The Creator Map will be unveiled later today at the first Jupiter Festival Miami, which is sponsored by YouTube. Evan Shapiro, media cartographer and ESHAP founder and CEO; Shira Lazar, What's Trending founder and CEO; and Jon Goss, CEO of the Lighthouse will unveil the project on the main stage of the event.
Described as the "definitive visual guide to the creator ecosphere," the Creator Map offers a data-informed view of the creator economy, an industry that can often feel confusing and chaotic from an outsider perspective. For the first time, the top 200 creators across Instagram, YouTube and TikTok will have both their follower counts and Affinity Quotient scores published on the map. Sponsored by Whalar Group and with data powered by Whalar's creator operating system Foam, the Affinity Quotient measures the depth of audience engagement and places a greater emphasis on active signals such as shares and saves than on passive interactions. That's an important insight as engagement rather than follower count has become the top metric in the creator economy. The Creator Affinity 100 list was first presented at this this year's IBC and identified 100 creators generating the greatest affinity among their audiences.
The map also identifies top creators across Snap, Facebook, LinkedIn, X, Twitch, Pinterest and Rumble, along with the top Substack publishers and podcasters. Additionally, it identifies some of the top agencies, studios, technology tools, payment platforms and other companies powering the creator ecosystem. Check it out below:
ESHAP and What's Trending Creator Map (Photo Credit: ESHAP, What's Trending)
#biggest
The Creator Map will be unveiled later today at the first Jupiter Festival Miami, which is sponsored by YouTube. Evan Shapiro, media cartographer and ESHAP founder and CEO; Shira Lazar, What's Trending founder and CEO; and Jon Goss, CEO of the Lighthouse will unveil the project on the main stage of the event.
Described as the "definitive visual guide to the creator ecosphere," the Creator Map offers a data-informed view of the creator economy, an industry that can often feel confusing and chaotic from an outsider perspective. For the first time, the top 200 creators across Instagram, YouTube and TikTok will have both their follower counts and Affinity Quotient scores published on the map. Sponsored by Whalar Group and with data powered by Whalar's creator operating system Foam, the Affinity Quotient measures the depth of audience engagement and places a greater emphasis on active signals such as shares and saves than on passive interactions. That's an important insight as engagement rather than follower count has become the top metric in the creator economy. The Creator Affinity 100 list was first presented at this this year's IBC and identified 100 creators generating the greatest affinity among their audiences.
The map also identifies top creators across Snap, Facebook, LinkedIn, X, Twitch, Pinterest and Rumble, along with the top Substack publishers and podcasters. Additionally, it identifies some of the top agencies, studios, technology tools, payment platforms and other companies powering the creator ecosystem. Check it out below:
ESHAP and What's Trending Creator Map (Photo Credit: ESHAP, What's Trending)
#biggest
20 days ago
Americans are falling behind on their mortgages and are increasingly having their homes repossessed, a new report has found.
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ******* ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.
#Foreclosure
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ******* ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.
#Foreclosure
21 days ago
The S&P 500 hit a record Tuesday as it rose for a fourth straight day, supported by rising technology stocks, hopes for a positive earnings season and a pause in oil’s recent surge.
The broad-based index closed higher by 0.58%, its first record closing high since Aug. 13. The Nasdaq Composite also jumped 0.45%. It also hit a record high for the second time this week.
The S&P 500 and the Nasdaq’s gains were overwhelmingly powered by gains in tech companies, such as chipmakers Marvell and Broadcom.
Nvidia, the world’s largest public company, also rose and moved closer to becoming the first company to ever reach $6 trillion in market value. Other trillion-dollar tech stocks also rose Tuesday. Microsoft, Amazon, **** eX, Meta Platforms and Tesla shares all traded in the green.
Investors are also looking forward to the start of the third quarter’s earnings season, which begins in earnest next week with the country’s biggest banks reporting their results.
#rose
The broad-based index closed higher by 0.58%, its first record closing high since Aug. 13. The Nasdaq Composite also jumped 0.45%. It also hit a record high for the second time this week.
The S&P 500 and the Nasdaq’s gains were overwhelmingly powered by gains in tech companies, such as chipmakers Marvell and Broadcom.
Nvidia, the world’s largest public company, also rose and moved closer to becoming the first company to ever reach $6 trillion in market value. Other trillion-dollar tech stocks also rose Tuesday. Microsoft, Amazon, **** eX, Meta Platforms and Tesla shares all traded in the green.
Investors are also looking forward to the start of the third quarter’s earnings season, which begins in earnest next week with the country’s biggest banks reporting their results.
#rose
22 days ago
A $300,000 investment in SCHD grew to $468,150 over five years versus $573,900 in VOO, leaving a $105,750 gap driven by missing big tech.
SCHD's dividend quality screen kept out the tech giants that led the market, yet that same tilt powered its 23.86% one-year return.
SCHD suits retirees drawing income today, but younger investors should know the yield cost a $300,000 account over $100,000 in five years.
Building a portfolio and living off one are two completely different skills, and almost ****** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Putting $300,000 into the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) on October 1, 2021 left a holder with $468,150 by October 5, 2026. The same money in the Vanguard S&P 500 ETF (NYSEARCA:VOO) grew to $573,900. That leaves a shortfall of $105,750.
#nysearca #Dividend #income #same
SCHD's dividend quality screen kept out the tech giants that led the market, yet that same tilt powered its 23.86% one-year return.
SCHD suits retirees drawing income today, but younger investors should know the yield cost a $300,000 account over $100,000 in five years.
Building a portfolio and living off one are two completely different skills, and almost ****** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Putting $300,000 into the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) on October 1, 2021 left a holder with $468,150 by October 5, 2026. The same money in the Vanguard S&P 500 ETF (NYSEARCA:VOO) grew to $573,900. That leaves a shortfall of $105,750.
#nysearca #Dividend #income #same
22 days ago
Americans are falling behind on their mortgages and are increasingly having their homes repossessed, a new report has found.
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ***** ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.
#real
New data from real estate data firm ATTOM's August 2026 U.S. Foreclosure Market Report showed lenders repossessed 5,794 U.S. properties in August through completed foreclosures (REOs), an increase of a whopping 42 percent from a year earlier, and 22 percent from the previous month.
Texas was the hardest-hit state, with 1,835 REOs, followed by California (589 REOs), North Carolina (356 REOs), Arizona (296 REOs) and Alabama (286 REOs).
The report also showed a total of 40,277 U.S. properties with foreclosure filings – default notices, scheduled auctions or bank repossessions – a 13 percent increase from a year ago and up 1 percent from a month ago.
Rob Barber, CEO of ATTOM – a leading provider of property data, AI-powered intelligence and real estate ***** ytics solutions – said: "August's data shows that foreclosure activity continues to trend above year-ago levels, particularly in completed foreclosures, which saw a notable annual increase.
#real
22 days ago
The $110 billion merger of Paramount Skydance and Warner Bros. Discovery closed on Tuesday after Supreme Court Justice Elena Kagan denied a last-minute effort to halt the deal.
The new company — known as Skydance (SKYD)— brings the HBO Max and Paramount+ streaming services under one umbrella, roughly seven months after Paramount won a long bidding war with Netflix (NFLX) for Warner Bros.
The merger faced plenty of pushback and a long road to closing.
"The completed transaction unites two of media and entertainment's most storied companies, each with a history spanning more than a century, giving the combined business a rare legacy to build on," Skydance stated in a press release. "The aim of the combined company is to build the next-generation global media and entertainment company powered by creativity and technology."
The company's entertainment franchises span "Sopranos" to "SpongeBob SquarePants" and "Euphoria" to "Harry Potter." The portfolio also encompasses television networks CBS, CBS News, CBS Sports, CNN, TNT, TBS, Nickelodeon, and MTV, among others.
#build
The new company — known as Skydance (SKYD)— brings the HBO Max and Paramount+ streaming services under one umbrella, roughly seven months after Paramount won a long bidding war with Netflix (NFLX) for Warner Bros.
The merger faced plenty of pushback and a long road to closing.
"The completed transaction unites two of media and entertainment's most storied companies, each with a history spanning more than a century, giving the combined business a rare legacy to build on," Skydance stated in a press release. "The aim of the combined company is to build the next-generation global media and entertainment company powered by creativity and technology."
The company's entertainment franchises span "Sopranos" to "SpongeBob SquarePants" and "Euphoria" to "Harry Potter." The portfolio also encompasses television networks CBS, CBS News, CBS Sports, CNN, TNT, TBS, Nickelodeon, and MTV, among others.
#build
24 days ago
October 4, 2026 / 7:08 AM EDT / CBS News
The FlyDubai alleged attempted hijacking was likely a lone-wolf attack, an early investigation by Israel shows, according to people familiar with the matter.
The investigation is still in full swing and all avenues are still being explored, the people familiar told CBS News.
The flight Wednesday from Dubai to Tel Aviv was approaching Israel when the co-pilot allegedly stabbed the flight captain and attempted to crash the aircraft, Israeli Prime Minister Benjamin Netanyahu, passengers on board the plane and the flight captain have said.
The captain was able to fight off the co-pilot long enough to unlock the **** pit door. A group of Israeli passengers and FlyDubai staff then overpowered the co-pilot, and two off-duty pilots who were on the flight managed to gain control of the aircraft and make an emergency landing in Tabuk, Saudi Arabia.
#Israel
The FlyDubai alleged attempted hijacking was likely a lone-wolf attack, an early investigation by Israel shows, according to people familiar with the matter.
The investigation is still in full swing and all avenues are still being explored, the people familiar told CBS News.
The flight Wednesday from Dubai to Tel Aviv was approaching Israel when the co-pilot allegedly stabbed the flight captain and attempted to crash the aircraft, Israeli Prime Minister Benjamin Netanyahu, passengers on board the plane and the flight captain have said.
The captain was able to fight off the co-pilot long enough to unlock the **** pit door. A group of Israeli passengers and FlyDubai staff then overpowered the co-pilot, and two off-duty pilots who were on the flight managed to gain control of the aircraft and make an emergency landing in Tabuk, Saudi Arabia.
#Israel
25 days ago
Updated on: October 2, 2026 / 9:51 PM EDT / CBS News
Days after a FlyDubai co-pilot made a violent attempt to crash the passenger aircraft and was subdued by passengers and other crew members, questions about his motive continued to swirl.
The flight Wednesday from Dubai to Tel Aviv was approaching Israel when the co-pilot allegedly stabbed the flight captain and attempted to crash the aircraft, Israeli Prime Minister Benjamin Netanyahu has said. The captain was able to fight off the co-pilot long enough to unlock the ***** pit door. Passengers then overpowered the co-pilot, and two off-duty pilots who were on the flight managed to gain control of the aircraft and make an emergency landing in Tabuk, Saudi Arabia.
There were 174 people on board the plane. No passengers were seriously injured in the incident. The pilot sustained stab wounds in the attack. Saudi authorities said two crew members were hospitalized with unspecified injuries, and the co-pilot remained in custody on Thursday.
The co-pilot of the flight has not yet been publicly identified, although multiple sources familiar with the investigation told CBS News on Friday that his name is Hamam al Hamami.
#aircraft
Days after a FlyDubai co-pilot made a violent attempt to crash the passenger aircraft and was subdued by passengers and other crew members, questions about his motive continued to swirl.
The flight Wednesday from Dubai to Tel Aviv was approaching Israel when the co-pilot allegedly stabbed the flight captain and attempted to crash the aircraft, Israeli Prime Minister Benjamin Netanyahu has said. The captain was able to fight off the co-pilot long enough to unlock the ***** pit door. Passengers then overpowered the co-pilot, and two off-duty pilots who were on the flight managed to gain control of the aircraft and make an emergency landing in Tabuk, Saudi Arabia.
There were 174 people on board the plane. No passengers were seriously injured in the incident. The pilot sustained stab wounds in the attack. Saudi authorities said two crew members were hospitalized with unspecified injuries, and the co-pilot remained in custody on Thursday.
The co-pilot of the flight has not yet been publicly identified, although multiple sources familiar with the investigation told CBS News on Friday that his name is Hamam al Hamami.
#aircraft
27 days ago
PUBLISHED
SEP 30, 2026 AT 06:39 AM EDT
The U.S. government has revealed a new, redesigned passport and announced plans to dramatically modernize the way Americans can apply for one.
Speaking at President Donald Trump's America.gov Event on September 29, U.S. Secretary of State Marco Rubio demonstrated a new passport application process that he said U.S. citizens can "complete entirely from home" and showed off a "beautiful" new U.S. passport that’s expected to roll out in 2028.
The changes are part of the Trump administration's new AI-powered government services platform, America.gov, which he launched on Tuesday, touting it as a "single digital point of entry" designed to simplify how Americans access government services.
#passport #Services #donald
SEP 30, 2026 AT 06:39 AM EDT
The U.S. government has revealed a new, redesigned passport and announced plans to dramatically modernize the way Americans can apply for one.
Speaking at President Donald Trump's America.gov Event on September 29, U.S. Secretary of State Marco Rubio demonstrated a new passport application process that he said U.S. citizens can "complete entirely from home" and showed off a "beautiful" new U.S. passport that’s expected to roll out in 2028.
The changes are part of the Trump administration's new AI-powered government services platform, America.gov, which he launched on Tuesday, touting it as a "single digital point of entry" designed to simplify how Americans access government services.
#passport #Services #donald
1 month ago
Musk predicts Starlink (SPCX) could carry a majority of global internet within 10 years, powered by a 100x bandwidth increase from V3 satellites.
Enterprise revenue surged 108%, fueled by airline deals with American Airlines (AAL) and Southwest (LUV) and over $6 billion in Starshield contracts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and ****** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
On the August 4, 2026 earnings call, ****** eX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically.
This morning, in a post on X, he expanded on just how big that could be:
#starlink #enter #internet
Enterprise revenue surged 108%, fueled by airline deals with American Airlines (AAL) and Southwest (LUV) and over $6 billion in Starshield contracts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and ****** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
On the August 4, 2026 earnings call, ****** eX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically.
This morning, in a post on X, he expanded on just how big that could be:
#starlink #enter #internet
1 month ago
GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company's backlog could hit the $200 billion mark "very early" in 2027, sooner than Wall Street had expected. The company expects the "strong and durable demand" to drive accelerated growth after its backlog had reached $167 billion at the end of the second quarter of 2026.
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
1 month ago
On September 16, IDEXX Laboratories (NASDAQ:IDXX) announced it had bought CoVetAI, a fast-growing veterinary software company whose tool listens during appointments and organizes what gets said and done. It sounds like a productivity gadget. But IDEXX is pitching it as a way to put the right patient details in front of a vet at the moment they decide what to test. The price was not disclosed, so the strategy is the story.
Start with the customer base IDEXX already has. More than 10,000 clinics worldwide run on its cloud practice software, and CoVet will plug into that system, including a link to IDEXX VetConnect PLUS. That hands a new product a ready audience. CoVet also works with practice systems IDEXX does not make, and IDEXX plans to keep supporting rival scribes, so the tool can reach clinics and regions the company does not serve today.
Then there is the engine this could feed. On August 4, IDEXX reported second-quarter revenue growth of 10%, and its recurring diagnostics business grew 11%, powered by higher volumes. That says vets are already running more tests, which is the behavior a smarter workflow tool is meant to encourage. The company also placed more than 1,600 inVue Dx ****** yzers in the quarter, lifting the installed base past 9,000, and it counts that instrument among its AI-driven products. Software and hardware are pointing in the same direction.
The biggest problem is what we can't see. Without deal terms, there is no way to judge what IDEXX paid or how much CoVet matters to earnings. And the company describes the payoff in future tense, saying these capabilities can raise diagnostic use over time. That is a hope, not a result yet. CoVet's openness to other systems cuts both ways too. It widens reach, but it also means a clinic can use CoVet without going deeper into IDEXX's ecosystem.
The second quarter also needs a careful read. Earnings per share rose 18%, but that included tax benefits from stock-based pay and a currency boost, and growth on a comparable basis was 15%. Some of the gain, in other words, did not come from selling more to vets. IDEXX also says it is spending more on commercial and innovation priorities, so its higher full-year earnings outlook comes with added costs attached.
#company #software #earnings #already
Start with the customer base IDEXX already has. More than 10,000 clinics worldwide run on its cloud practice software, and CoVet will plug into that system, including a link to IDEXX VetConnect PLUS. That hands a new product a ready audience. CoVet also works with practice systems IDEXX does not make, and IDEXX plans to keep supporting rival scribes, so the tool can reach clinics and regions the company does not serve today.
Then there is the engine this could feed. On August 4, IDEXX reported second-quarter revenue growth of 10%, and its recurring diagnostics business grew 11%, powered by higher volumes. That says vets are already running more tests, which is the behavior a smarter workflow tool is meant to encourage. The company also placed more than 1,600 inVue Dx ****** yzers in the quarter, lifting the installed base past 9,000, and it counts that instrument among its AI-driven products. Software and hardware are pointing in the same direction.
The biggest problem is what we can't see. Without deal terms, there is no way to judge what IDEXX paid or how much CoVet matters to earnings. And the company describes the payoff in future tense, saying these capabilities can raise diagnostic use over time. That is a hope, not a result yet. CoVet's openness to other systems cuts both ways too. It widens reach, but it also means a clinic can use CoVet without going deeper into IDEXX's ecosystem.
The second quarter also needs a careful read. Earnings per share rose 18%, but that included tax benefits from stock-based pay and a currency boost, and growth on a comparable basis was 15%. Some of the gain, in other words, did not come from selling more to vets. IDEXX also says it is spending more on commercial and innovation priorities, so its higher full-year earnings outlook comes with added costs attached.
#company #software #earnings #already
1 month ago
Bitcoin's most violent rally of its two-year drawdown wasn't powered by fresh bullish bets. It was powered by bears getting crushed, according to a new report from ******* ytics firm Glassnode and crypto exchange Bybit.
Over five days in August, Bitcoin climbed 24.6% even as coin-denominated open interest, a measure of active leverage, fell 12.6%, the report found. That combination is the tell: rather than traders piling into new long positions, the move ran on the forced unwinding of existing shorts.
Roughly 64,000 BTC worth of open interest was closed out, and short positions supplied 89% of every liquidated dollar during the stretch.
The options market told the same story. Puts, the contracts traders buy to protect against a fall, had priced richer than calls for 361 straight days. A single session ended that run, flipping roughly a year of downside positioning as the market scrambled to reprice.
Bybit's own volatility index traveled four times its normal daily range in one session, and the front of the futures curve repriced sharply while longer-dated contracts barely moved, a sign the market read the move as a one-off event rather than a lasting regime change.
#interest
Over five days in August, Bitcoin climbed 24.6% even as coin-denominated open interest, a measure of active leverage, fell 12.6%, the report found. That combination is the tell: rather than traders piling into new long positions, the move ran on the forced unwinding of existing shorts.
Roughly 64,000 BTC worth of open interest was closed out, and short positions supplied 89% of every liquidated dollar during the stretch.
The options market told the same story. Puts, the contracts traders buy to protect against a fall, had priced richer than calls for 361 straight days. A single session ended that run, flipping roughly a year of downside positioning as the market scrambled to reprice.
Bybit's own volatility index traveled four times its normal daily range in one session, and the front of the futures curve repriced sharply while longer-dated contracts barely moved, a sign the market read the move as a one-off event rather than a lasting regime change.
#interest
1 month ago
The big day that seemingly everyone had circled on their calendar for weeks, Sept. 16, lived up to the hype.
On Wednesday, Sept. 16, Fed Chair Kevin Warsh and the 11 other voting members of the Federal Open Market Committee (FOMC) raised the federal funds target rate by 25 basis points to a new range of 3.75%-4.00%. The first interest rate hike since July 2023 wasn't well-received by Wall Street, with the time-tested Dow Jones Industrial Average (DJINDICES:^DJI) tumbling more than 1%, and the broad-based S&P 500 (SNPINDEX:^GSPC) and innovation-powered Nasdaq Composite (NASDAQINDEX:^IXIC) edging lower.
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 »
While Warsh's and the FOMC's actions are bound to raise questions and incite worry on Wall Street, nearly 36 years of history make clear what comes next for stocks.
Fed Chair Kevin Warsh and the FOMC just kicked off the first rate-hiking cycle in three years. Image source: Official Federal Reserve Photo.
#years #sept #chair
On Wednesday, Sept. 16, Fed Chair Kevin Warsh and the 11 other voting members of the Federal Open Market Committee (FOMC) raised the federal funds target rate by 25 basis points to a new range of 3.75%-4.00%. The first interest rate hike since July 2023 wasn't well-received by Wall Street, with the time-tested Dow Jones Industrial Average (DJINDICES:^DJI) tumbling more than 1%, and the broad-based S&P 500 (SNPINDEX:^GSPC) and innovation-powered Nasdaq Composite (NASDAQINDEX:^IXIC) edging lower.
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 »
While Warsh's and the FOMC's actions are bound to raise questions and incite worry on Wall Street, nearly 36 years of history make clear what comes next for stocks.
Fed Chair Kevin Warsh and the FOMC just kicked off the first rate-hiking cycle in three years. Image source: Official Federal Reserve Photo.
#years #sept #chair
1 month ago
On August 6, James Hardie Industries (NYSE:JHX) reported results for the quarter ended June 30 and beat its own numbers by enough to raise guidance just three months into the fiscal year. Net sales jumped 64% year over year to $1.475 billion, adjusted EBITDA climbed 79% to $422.1 million, and both figures came in ahead of what management had originally guided investors to expect. For a company that closed a transformative acquisition less than a year earlier, that kind of overshoot forces a reassessment of the growth story ahead.
The headline growth number is inflated by the AZEK Exteriors deal folded into the base, so the more telling figure is the 12% pro forma net sales growth, which also beat original guidance. Siding & Trim, the core fiber cement business, posted organic net sales growth of 20% as North American fiber cement volumes returned to growth for the first time in several quarters. CEO Aaron Erter tied that to share gains against vinyl and other competing materials, along with programs like ColorPlus and Expanded Statement drawing more of the higher-end repair and remodel market. Adjusted EBITDA margin in that segment expanded 140 basis points to 33.5%, powered by favorable pricing, cheaper raw materials, and continued savings from the company's Hardie Manufacturing Operating System even as freight costs rose.
Management also said cost synergies from the AZEK integration are running ahead of schedule and revenue synergies are on track, evidenced by newly expanded nationwide distribution partnerships with Boise Cascade and other regional distributors. In Deck, Rail & Accessories, sell-through accelerated every month of the quarter and outpaced shipments, pulling channel inventory back to normal levels and setting up a cleaner back half of the year. Free cash flow more than doubled to $254.2 million, and the company used the cash to pay down $400 million of senior unsecured notes.
Erter was careful to frame the beat as execution rather than a healthier market, telling investors the company is "not ***** uming a housing market improvement" for the rest of fiscal 2027. Part of the quarter's strength came from an easy comparison, since channel inventory was deliberately reduced a year earlier, and management said that benefit is expected to moderate as the year goes on. Deck, Rail & Accessories net sales actually fell 5% on a pro forma basis because the company intentionally cut production to work down channel inventory, leaving the segment with an operating loss of $3.3 million for the quarter.
#Growth #sales #management
The headline growth number is inflated by the AZEK Exteriors deal folded into the base, so the more telling figure is the 12% pro forma net sales growth, which also beat original guidance. Siding & Trim, the core fiber cement business, posted organic net sales growth of 20% as North American fiber cement volumes returned to growth for the first time in several quarters. CEO Aaron Erter tied that to share gains against vinyl and other competing materials, along with programs like ColorPlus and Expanded Statement drawing more of the higher-end repair and remodel market. Adjusted EBITDA margin in that segment expanded 140 basis points to 33.5%, powered by favorable pricing, cheaper raw materials, and continued savings from the company's Hardie Manufacturing Operating System even as freight costs rose.
Management also said cost synergies from the AZEK integration are running ahead of schedule and revenue synergies are on track, evidenced by newly expanded nationwide distribution partnerships with Boise Cascade and other regional distributors. In Deck, Rail & Accessories, sell-through accelerated every month of the quarter and outpaced shipments, pulling channel inventory back to normal levels and setting up a cleaner back half of the year. Free cash flow more than doubled to $254.2 million, and the company used the cash to pay down $400 million of senior unsecured notes.
Erter was careful to frame the beat as execution rather than a healthier market, telling investors the company is "not ***** uming a housing market improvement" for the rest of fiscal 2027. Part of the quarter's strength came from an easy comparison, since channel inventory was deliberately reduced a year earlier, and management said that benefit is expected to moderate as the year goes on. Deck, Rail & Accessories net sales actually fell 5% on a pro forma basis because the company intentionally cut production to work down channel inventory, leaving the segment with an operating loss of $3.3 million for the quarter.
#Growth #sales #management
1 month ago
CoreWeave (NASDAQ:CRWV), a GPU-accelerated cloud infrastructure provider, closed at $79.88, down 4.16%. The stock fell after CoreWeave announced convertible debt and a share sale, and investors are watching financing costs and infrastructure expansion.
Trading volume reached 78.3 million shares, coming in about 176% above its three-month average of 28.4 million shares. CoreWeave IPO'd in 2025 and has doubled since going public.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,637, up 1.13%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,418, up 1.69%. Among specialized cloud computing and AI infrastructure services peers, Nebius Group (NASDAQ:NBIS) closed at $217.99, up 4.12%, and Iren (NASDAQ:IREN) closed at $43.48, up 2.02%, as investors kept weighing AI buildout demand against funding needs.
It's important to note why CoreWeave stock dropped while shares of its closest peers rose sharply today. The companies are in a capital-intensive spending growth stretch. Demand for high-powered compute cloud ******* e for AI is huge, and CoreWeave announced today that it would raise money to meet that demand in two ways.
Its share offering and convertible bond offering are both likely to be dilutive to shareholders. But it takes money to make money, and CoreWeave also reinforced today that it is raising prices for its compute cloud contracts.
But the debt and share issuance contrasts with the solid cash position of peer Iren, for example. Iren has built up cash from its existing crypto mining operations.
#iren #infrastructure #shares
Trading volume reached 78.3 million shares, coming in about 176% above its three-month average of 28.4 million shares. CoreWeave IPO'd in 2025 and has doubled since going public.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,637, up 1.13%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,418, up 1.69%. Among specialized cloud computing and AI infrastructure services peers, Nebius Group (NASDAQ:NBIS) closed at $217.99, up 4.12%, and Iren (NASDAQ:IREN) closed at $43.48, up 2.02%, as investors kept weighing AI buildout demand against funding needs.
It's important to note why CoreWeave stock dropped while shares of its closest peers rose sharply today. The companies are in a capital-intensive spending growth stretch. Demand for high-powered compute cloud ******* e for AI is huge, and CoreWeave announced today that it would raise money to meet that demand in two ways.
Its share offering and convertible bond offering are both likely to be dilutive to shareholders. But it takes money to make money, and CoreWeave also reinforced today that it is raising prices for its compute cloud contracts.
But the debt and share issuance contrasts with the solid cash position of peer Iren, for example. Iren has built up cash from its existing crypto mining operations.
#iren #infrastructure #shares
1 month ago
Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
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 #SpaceX #much #still
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
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 #SpaceX #much #still
1 month ago
Listen
(4 min)
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1528 ET – Q/C Technologies shares mostly rebounded from a 67% drop Monday and a 52-week low Tuesday, more than doubling late Wednesday. The optical-computing company late Friday disclosed that consulting agreements with an entity affiliated with Martin Shkreli and with OpenAI scientist Chelsea Voss were mutually terminated. Voss also resigned from the board. Earlier Wednesday, adviser James Altucher posted on X about the company’s AI-powered platform for chip design, which coincided with an intraday peak in the company’s share price. Shares were recently at $1.06, up 139%, amid very volatile trading and still below Friday’s close of $1.71. (josh.beckermanwsj.com)
#voss
(4 min)
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1528 ET – Q/C Technologies shares mostly rebounded from a 67% drop Monday and a 52-week low Tuesday, more than doubling late Wednesday. The optical-computing company late Friday disclosed that consulting agreements with an entity affiliated with Martin Shkreli and with OpenAI scientist Chelsea Voss were mutually terminated. Voss also resigned from the board. Earlier Wednesday, adviser James Altucher posted on X about the company’s AI-powered platform for chip design, which coincided with an intraday peak in the company’s share price. Shares were recently at $1.06, up 139%, amid very volatile trading and still below Friday’s close of $1.71. (josh.beckermanwsj.com)
#voss
1 month ago
KYIV, Sept 16 (Reuters) - The U.S. International Development Finance Corporation approved an €85 million ($97.5 million) loan to Ukraine's largest private energy company, DTEK, to expand its battery storage, DFC and DTEK said on Wednesday.
It is the DFC's largest loan for Ukraine's energy sector since the start of Russia's invasion in 2022.
"This €85 million loan means we can release more funds to build more battery storage and other projects," said Maxim Timchenko, the chief executive officer of DTEK. "For me, the financial part is very important, but much more significant is this signal that DFC is ready to support Ukraine and DTEK."
"They have made an ***** sment of the risk, understand how to manage it, and are saying that private investors should follow," he said.
DFC's chief executive, Ben Black, said in a statement that U.S. President Donald Trump had empowered the DFC to proceed with the investment.
#battery
It is the DFC's largest loan for Ukraine's energy sector since the start of Russia's invasion in 2022.
"This €85 million loan means we can release more funds to build more battery storage and other projects," said Maxim Timchenko, the chief executive officer of DTEK. "For me, the financial part is very important, but much more significant is this signal that DFC is ready to support Ukraine and DTEK."
"They have made an ***** sment of the risk, understand how to manage it, and are saying that private investors should follow," he said.
DFC's chief executive, Ben Black, said in a statement that U.S. President Donald Trump had empowered the DFC to proceed with the investment.
#battery
1 month ago
Amazon Business is now a $60B operation serving 11 million customers worldwide. In this FreightWaves Today interview, Amazon Business exec Daniel Silverfield breaks down what that scale means for procurement, supplier consolidation, same-day grocery delivery and AI-driven savings.The big takeaway: business buyers want fewer suppliers, better visibility and less waste in purchasing. Silverfield explains how Amazon Business is pitching exactly that to everyone from small companies to Fortune 100s.
Amazon Business has hit $60 billion in annualized gross sales and now serves 11 million customers worldwide, with 1.8 million organizations added this year alone — a growth rate that puts it on par with a Fortune 100 company if it were standalone. The platform, which launched roughly a decade ago after Amazon noticed businesses already shopping on amazon.com, is increasingly central to how companies across sectors manage procurement, from office supplies to same-day groceries.
The scale matters to shippers, carriers, and brokers because Amazon Business is driving a fundamental shift in B2B purchasing behavior — consolidating supplier pools, centralizing data, and moving procurement from quarterly reporting cycles to an always-on, AI-powered model. Every order that migrates to the platform is one fewer touchpoint for traditional distributors and one more shipment flowing through Amazon's own logistics network.
Daniel Silverfield, head of value and selection for Amazon Business, said the platform saved customers $880 million on Prime free shipping last year and $1 billion through business-specific discounts. The company added 30% new items year over year and recently launched same-day grocery delivery across 2,300 U.S. cities in the first half of this year, a capability customers had been requesting for some time.
"The big shift that we're seeing is that people are moving to a continuous, always-on, conversational-powered procurement journey where agents may be looking for the best price while they're asleep, maybe negotiating on their behalf while they're asleep, and then surfacing to them the best product to buy," said Silverfield.
#customers
Amazon Business has hit $60 billion in annualized gross sales and now serves 11 million customers worldwide, with 1.8 million organizations added this year alone — a growth rate that puts it on par with a Fortune 100 company if it were standalone. The platform, which launched roughly a decade ago after Amazon noticed businesses already shopping on amazon.com, is increasingly central to how companies across sectors manage procurement, from office supplies to same-day groceries.
The scale matters to shippers, carriers, and brokers because Amazon Business is driving a fundamental shift in B2B purchasing behavior — consolidating supplier pools, centralizing data, and moving procurement from quarterly reporting cycles to an always-on, AI-powered model. Every order that migrates to the platform is one fewer touchpoint for traditional distributors and one more shipment flowing through Amazon's own logistics network.
Daniel Silverfield, head of value and selection for Amazon Business, said the platform saved customers $880 million on Prime free shipping last year and $1 billion through business-specific discounts. The company added 30% new items year over year and recently launched same-day grocery delivery across 2,300 U.S. cities in the first half of this year, a capability customers had been requesting for some time.
"The big shift that we're seeing is that people are moving to a continuous, always-on, conversational-powered procurement journey where agents may be looking for the best price while they're asleep, maybe negotiating on their behalf while they're asleep, and then surfacing to them the best product to buy," said Silverfield.
#customers
1 month ago
Cipher Digital (NASDAQ: CIFR) stock is roaring higher on Wednesday. The company's share price was up 13.9% as of 10:35 a.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were up 0.2% and 0.6%, respectively.
After recent sell-offs driven by concerns about the potential for increased regulation in the artificial intelligence (AI) industry, stocks in the category are seeing some rebound trading in today's session. In addition to that bullish catalyst, Cipher Digital stock is getting a big boost from news connected to its Texas data center projects.
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 »
The potential for AI to create dangerous outcomes has been a center-stage news item and point of political discussion recently, and increased focus on the topic has powered some valuation pullbacks for artificial intelligence companies. Calls for increased regulation of the AI industry have caused concerns among investors that growth in the category could be impeded, but stocks in the ******* e are broadly seeing some rebound momentum in today's trading.
Before the market opened this morning, the Electric Reliability Council of Texas (ERCOT) published an update through its Batch Zero evaluation framework indicating grid capacity of up to 3.2 gigawatts for Cipher's data centers in the state. The update bodes well for the scaling of the company's AI compute business, and investors are bidding up the stock today in response.
#Stock #cipher #same
After recent sell-offs driven by concerns about the potential for increased regulation in the artificial intelligence (AI) industry, stocks in the category are seeing some rebound trading in today's session. In addition to that bullish catalyst, Cipher Digital stock is getting a big boost from news connected to its Texas data center projects.
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 »
The potential for AI to create dangerous outcomes has been a center-stage news item and point of political discussion recently, and increased focus on the topic has powered some valuation pullbacks for artificial intelligence companies. Calls for increased regulation of the AI industry have caused concerns among investors that growth in the category could be impeded, but stocks in the ******* e are broadly seeing some rebound momentum in today's trading.
Before the market opened this morning, the Electric Reliability Council of Texas (ERCOT) published an update through its Batch Zero evaluation framework indicating grid capacity of up to 3.2 gigawatts for Cipher's data centers in the state. The update bodes well for the scaling of the company's AI compute business, and investors are bidding up the stock today in response.
#Stock #cipher #same
1 month ago
On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of "physical AI," the term for machines like drones, robots, and industrial systems that need to sense and react to the real world in real time. For a company still just months removed from spinning off its electrical distribution business, betting on edge robotics is a statement about where it thinks the next decade of growth actually lives.
NVIDIA's Jetson Orin Nano 2 packs 78 TOPS of processing power into an 8GB, 8-core Arm chip that doubles the inference speed of its predecessor while cutting power draw by 40% at equivalent performance. That kind of efficiency gain matters for battery-powered devices like delivery drones and mobile robots, where every watt saved extends run time. Aptiv isn't just supplying compute support; it is layering in its PULSE surround-view camera and radar system for 360-degree sensing, its Gen 8 radar for object detection in tough conditions, and Wind River software to handle the unglamorous but essential work of long-term maintenance and security updates. That full-stack approach is the pitch: instead of stitching together sensors, chips, and software from separate vendors, customers get one partner who can carry a device from prototype to a fleet running in the field.
The timing lines up with what Aptiv reported in its second-quarter results on August 4, 2026. Revenue reached $3.3 billion, up 2%, while adjusted EBITDA climbed to $613 million from $547 million a year earlier, pushing margins to 18.7% from 17.1%. CEO Kevin Clark pointed to double-digit growth in non-automotive revenue, progress moving robotics from partnership talks to actual commercial deployments, and a major drone industry win secured in early July. North America sales rose 10% and Asia Pacific grew 6%, including 5% growth in China, giving the company some geographic momentum to lean on as it chases this new business line.
The quarter wasn't clean underneath the headline numbers. Free cash flow came in at just $12 million in the second quarter, down from $219 million a year earlier, and the first half of 2026 actually posted negative free cash flow of $196 million versus a positive $264 million a year ago. Operating cash flow from continuing operations fell to $82 million for the first half, down sharply from $531 million. Management also flagged automotive demand and customer mix as an incremental headwind, a reminder that Aptiv's legacy business still carries real weight even as it chases robotics and drones. EMEA revenue dropped 8%, and South America fell 4% in the quarter, both drags even as North America and Asia Pacific grew.
#jetson #robotics
NVIDIA's Jetson Orin Nano 2 packs 78 TOPS of processing power into an 8GB, 8-core Arm chip that doubles the inference speed of its predecessor while cutting power draw by 40% at equivalent performance. That kind of efficiency gain matters for battery-powered devices like delivery drones and mobile robots, where every watt saved extends run time. Aptiv isn't just supplying compute support; it is layering in its PULSE surround-view camera and radar system for 360-degree sensing, its Gen 8 radar for object detection in tough conditions, and Wind River software to handle the unglamorous but essential work of long-term maintenance and security updates. That full-stack approach is the pitch: instead of stitching together sensors, chips, and software from separate vendors, customers get one partner who can carry a device from prototype to a fleet running in the field.
The timing lines up with what Aptiv reported in its second-quarter results on August 4, 2026. Revenue reached $3.3 billion, up 2%, while adjusted EBITDA climbed to $613 million from $547 million a year earlier, pushing margins to 18.7% from 17.1%. CEO Kevin Clark pointed to double-digit growth in non-automotive revenue, progress moving robotics from partnership talks to actual commercial deployments, and a major drone industry win secured in early July. North America sales rose 10% and Asia Pacific grew 6%, including 5% growth in China, giving the company some geographic momentum to lean on as it chases this new business line.
The quarter wasn't clean underneath the headline numbers. Free cash flow came in at just $12 million in the second quarter, down from $219 million a year earlier, and the first half of 2026 actually posted negative free cash flow of $196 million versus a positive $264 million a year ago. Operating cash flow from continuing operations fell to $82 million for the first half, down sharply from $531 million. Management also flagged automotive demand and customer mix as an incremental headwind, a reminder that Aptiv's legacy business still carries real weight even as it chases robotics and drones. EMEA revenue dropped 8%, and South America fell 4% in the quarter, both drags even as North America and Asia Pacific grew.
#jetson #robotics
1 month ago
Wasatch Global Investors, an ****** et management company, released its "Long/Short Alpha Fund" Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related companies. The Russell 2500 Index rose 20.26%, while the Wasatch Long/Short Alpha Fund—Investor Class increased by 8.29%. However, the fund faced challenges due to the outperformance of lower-quality companies, which negatively impacted its long positions. Despite trailing the benchmark and some losses in short positions, the fund remains confident in its long portfolio's fundamentals, which have not deteriorated. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE), designs and manufactures solid-oxide fuel cell systems for clean, reliable, on-site power generation. On September 15, 2026, Bloom Energy Corporation closed at $259.35 per share. Over the past month, Bloom Energy Corporation returned 25.51%, and its shares are up 225.53% over the past year. Bloom Energy Corporation has a market capitalization of $76.39 billion, and its stock has traded within a 52-week range of $61.37 to $351.28.
Wasatch Long/Short Alpha Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:
"Turning to short positions, detractors from Fund performance were those stocks that rose in price. One of the largest detractors was Bloom Energy Corporation (NYSE:BE). Bloom Energy sells natural, gas-powered fuel cells that help data centers generate power on-site before the centers can connect to the electrical grid. Bloom's stock price has increased significantly in recent months, and we believe it is representative of some of the AI-related exuberance in the small cap market."
Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 116 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter, up from 91 in the previous quarter. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#fund
In its second-quarter 2026 investor letter, Wasatch Long/Short Alpha Fund highlighted Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE), designs and manufactures solid-oxide fuel cell systems for clean, reliable, on-site power generation. On September 15, 2026, Bloom Energy Corporation closed at $259.35 per share. Over the past month, Bloom Energy Corporation returned 25.51%, and its shares are up 225.53% over the past year. Bloom Energy Corporation has a market capitalization of $76.39 billion, and its stock has traded within a 52-week range of $61.37 to $351.28.
Wasatch Long/Short Alpha Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:
"Turning to short positions, detractors from Fund performance were those stocks that rose in price. One of the largest detractors was Bloom Energy Corporation (NYSE:BE). Bloom Energy sells natural, gas-powered fuel cells that help data centers generate power on-site before the centers can connect to the electrical grid. Bloom's stock price has increased significantly in recent months, and we believe it is representative of some of the AI-related exuberance in the small cap market."
Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 116 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter, up from 91 in the previous quarter. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#fund
1 month ago
Walk into a Burlington Stores (NYSE:BURL) location on a Saturday afternoon, and you will see the mechanism of the company's business model in action. It's a literal hunt for value: a customer finds a name-brand jacket at a steep discount, checks the tag, and takes it to the register. Burlington operates as an off-price retailer of apparel, footwear, and home goods. With the stock priced at $228.73 as of Sept. 15, 2026, it has fallen by 15% over the past 12 months, a period marked by significant operational expansion and active navigation of the retail sector.
Our proprietary Hidden Gems scoring system ****** igns Burlington Stores an overall Superscore of 78 out of 100, placing it in the Strong category. The Superscore is an AI-powered metric that evaluates a company's overall strength by combining financial performance, product-market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39).
This 78 Superscore places the company in the Top ~14% of every company we score. This ****** ysis provides a data-driven signal to help you weigh the company's operational strengths against its risks as part of your own due diligence.
Accelerated store growth: Management successfully opened 104 net new stores in fiscal 2025, executing a long-term strategy to reach 2,000 total locations.
Operational efficiency gains: Gross margin reached 46% in Q2 fiscal 2026, driven by improved inventory turnover and a sophisticated supply chain that distributes goods from six regional centers.
#strong
Our proprietary Hidden Gems scoring system ****** igns Burlington Stores an overall Superscore of 78 out of 100, placing it in the Strong category. The Superscore is an AI-powered metric that evaluates a company's overall strength by combining financial performance, product-market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39).
This 78 Superscore places the company in the Top ~14% of every company we score. This ****** ysis provides a data-driven signal to help you weigh the company's operational strengths against its risks as part of your own due diligence.
Accelerated store growth: Management successfully opened 104 net new stores in fiscal 2025, executing a long-term strategy to reach 2,000 total locations.
Operational efficiency gains: Gross margin reached 46% in Q2 fiscal 2026, driven by improved inventory turnover and a sophisticated supply chain that distributes goods from six regional centers.
#strong
1 month ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
1 month ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
