12 days ago
With just over three months left in the year, the S&P 500 (SNPINDEX: ^GSPC) is up 11% year to date. If it manages to stay there, it will end 2026 with four consecutive years of double-digit gains, a feat not accomplished since 1999 -- incidentally, right before it crashed and lost nearly 50% of its value. It lost that over three years, and it didn't reach a new high until mid-2007. Many companies went out of business then as the dot-com bubble burst.
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
If history is any indication of what's about to happen, every investor should be doing this one thing right now.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The artificial intelligence (AI) revolution is real, but the hype might not exactly align with reality. Some well-established AI powerhouses, like Nvidia and Alphabet, don't look expensive at today's prices. They trade at 14 and 23 times forward, one-year earnings, respectively. However, other, smaller stocks look riskier as their valuations soar.
Bloom Energy, for example, trades at 53 times forward, one-year earnings, and only recently became profitable, while Marvell Technology trades at 33 times earnings. CoreWeave isn't yet profitable. It appears that investors are willing to take a chance on these stocks for the massive expected payoff as they grow.
#years #right #lost
12 days ago
Picture a snowy mountain slope in France or an elite tennis court during a grand slam. Whether it is an Arc'teryx jacket designed for the harshest alpine conditions or a Wilson racket in the hands of a professional, Amer Sports (NYSE:AS) equips the world's most demanding athletes. The company functions as a global powerhouse in athletic gear and apparel, operating a premium multi-brand platform that spans from high-end technical clothing to specialized sports equipment. With its current stock price at $27.26 as of Sept. 16, 2026, the company has seen the stock decline 26% over the past year, reflecting the market's digestion of its rapid post-IPO scaling.
Our proprietary Hidden Gems scoring system **** igns Amer Sports an overall Superscore of 75 out of 100, placing it in the Above Average category. This score ranks the company in the Top ~21% of every company we evaluate, ahead of roughly 79 out of every 100 firms we score. The Superscore serves as a data-driven starting point, and this article examines both the operational momentum fueling its recent success and the structural hurdles that keep the company below top-tier rankings, helping you weigh these signals against your own research.
Strong revenue momentum: The company achieved 27% year-over-year revenue growth in 2025, reaching $6.6 billion as it successfully scaled its brand-led platform across global markets.
Effective channel pivot: Direct-to-consumer revenue surged 43% in 2025, allowing the company to capture higher margins and deepen its direct relationship with premium consumers.
Expanding operational efficiency: Adjusted EBITDA margins widened to 18% in 2025, demonstrating that the company's shared infrastructure strategy is successfully converting scale into bottom-line profitability.
#company #sports #global #premium
Our proprietary Hidden Gems scoring system **** igns Amer Sports an overall Superscore of 75 out of 100, placing it in the Above Average category. This score ranks the company in the Top ~21% of every company we evaluate, ahead of roughly 79 out of every 100 firms we score. The Superscore serves as a data-driven starting point, and this article examines both the operational momentum fueling its recent success and the structural hurdles that keep the company below top-tier rankings, helping you weigh these signals against your own research.
Strong revenue momentum: The company achieved 27% year-over-year revenue growth in 2025, reaching $6.6 billion as it successfully scaled its brand-led platform across global markets.
Effective channel pivot: Direct-to-consumer revenue surged 43% in 2025, allowing the company to capture higher margins and deepen its direct relationship with premium consumers.
Expanding operational efficiency: Adjusted EBITDA margins widened to 18% in 2025, demonstrating that the company's shared infrastructure strategy is successfully converting scale into bottom-line profitability.
#company #sports #global #premium
14 days ago
Intuit (INTU) remains a financial technology powerhouse, with roughly 100 million customers across its platforms. Its biggest advantage is the breadth of financial workflows it brings together, spanning everything from tax preparation to business software. But that strength has not protected the stock from a changing market narrative.
Wall Street is increasingly concerned that the rapid adoption and advancement of artificial intelligence (AI) could chip away at Intuit's core tax and business software offerings. These concerns intensified after Intuit delivered slightly disappointing FY2027 sales guidance with its Q4 FY2026 results.
1 'Strong Buy' Dividend Stock Offering a 6.3% Yield Right Now
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#Dividend #yield #intu
Wall Street is increasingly concerned that the rapid adoption and advancement of artificial intelligence (AI) could chip away at Intuit's core tax and business software offerings. These concerns intensified after Intuit delivered slightly disappointing FY2027 sales guidance with its Q4 FY2026 results.
1 'Strong Buy' Dividend Stock Offering a 6.3% Yield Right Now
A $90 Billion Reason to Buy Oracle Stock Now
This High-Yield Construction Stock Just Raised Its Dividend by 40%
#Dividend #yield #intu
18 days ago
There may not be moral victories in college football, but there is progress.
Monmouth football went on the road against the momentary darling of the sport and a Mid-American Conference powerhouse. The final score will look predictable on paper. The Hawks lost 49-14 to Western Michigan on Saturday night in Kalamazoo. It was the first game after the Broncos' controversial loss to Michigan had galvanized college football fans across the country in support, and WMU head coach Lance Taylor had foreshadowed the team's response after that painful finish.
"Hey, don't feel sorry for us," Taylor told reporters after the Michigan game. "Feel sorry for the teams that we're going to play."
But don't feel sorry for Monmouth, either. Overall, the Hawks (1-2) put together their best performance of the season as they went toe-to-toe with the Broncos (1-1) in the first half in particular. A much smaller percentage of Monmouth's plays were fatal self-inflicted wounds, and it was enough to obfuscate the team's considerable progress in the third game of the season.
"We did some things well. We moved the ball well, we got stops, but it's putting it all together," Monmouth head coach Jeff Gallo said. "That's a good team, but we're out here trying to compete to win and we can play better. We'll keep pushing to play better."
#Broncos
Monmouth football went on the road against the momentary darling of the sport and a Mid-American Conference powerhouse. The final score will look predictable on paper. The Hawks lost 49-14 to Western Michigan on Saturday night in Kalamazoo. It was the first game after the Broncos' controversial loss to Michigan had galvanized college football fans across the country in support, and WMU head coach Lance Taylor had foreshadowed the team's response after that painful finish.
"Hey, don't feel sorry for us," Taylor told reporters after the Michigan game. "Feel sorry for the teams that we're going to play."
But don't feel sorry for Monmouth, either. Overall, the Hawks (1-2) put together their best performance of the season as they went toe-to-toe with the Broncos (1-1) in the first half in particular. A much smaller percentage of Monmouth's plays were fatal self-inflicted wounds, and it was enough to obfuscate the team's considerable progress in the third game of the season.
"We did some things well. We moved the ball well, we got stops, but it's putting it all together," Monmouth head coach Jeff Gallo said. "That's a good team, but we're out here trying to compete to win and we can play better. We'll keep pushing to play better."
#Broncos
19 days ago
Jean Silva had to push through some early adversity earlier tonight (Sat., Sept. 12, 2026) at Noche UFC 4 LIVE on Paramount+ from inside Desert Diamond Arena in Glendale, Arizona, but the featherweight powerhouse eventually scored a main event submission finish over Jose Delgado (see it HERE).
In addition to the featherweight headliner, Noche UFC 4 produced a long list of memorable performances, highlight-reel finishes, and exciting wars. Take a look at the key moments below and let us know who stood out the most!
Sean King III delivered the goods in his Octagon debut with a monstrous knockout slam just 36 seconds into the fight (see it HERE)
Undefeated lightweight Tommy Gantt captured the biggest win of his career so far with a reverse triangle choke against veteran Drakkar Klose
Alex Pereira's training partner, former kickboxing standout Yousri Belgaroui, pushed his UFC record to 3-0 with a nasty TKO stoppage (highlights HERE)
#noche #featherweight
In addition to the featherweight headliner, Noche UFC 4 produced a long list of memorable performances, highlight-reel finishes, and exciting wars. Take a look at the key moments below and let us know who stood out the most!
Sean King III delivered the goods in his Octagon debut with a monstrous knockout slam just 36 seconds into the fight (see it HERE)
Undefeated lightweight Tommy Gantt captured the biggest win of his career so far with a reverse triangle choke against veteran Drakkar Klose
Alex Pereira's training partner, former kickboxing standout Yousri Belgaroui, pushed his UFC record to 3-0 with a nasty TKO stoppage (highlights HERE)
#noche #featherweight
19 days ago
WASHINGTON, Sept 9 (Reuters) - Three U.S. lawmakers have called on the American government to blacklist a set of Indian IT firms over what they describe as "more than fifteen years of targeted espionage against U.S. citizens, businesses, and the lawyers representing them."
In a letter issued Wednesday, Democratic Senators Ron Wyden and Sheldon Whitehouse, along with Republican Representative Pat Harrigan, asked the Commerce Department to add BellTroX, CyberRoot, and Sunkissed Organic Farms Pvt. Ltd. (formerly known as "Appin Technology Pvt. Ltd.") and its subsidiaries, to the Commerce Department's Entity List. Such a designation would cut them off from U.S. software, cloud infrastructure, and cybersecurity tools.
Sunkissed representatives, CyberRoot and the Commerce Department did not respond to requests for comment. BellTroX could not be reached for comment.
All three companies have been described in media coverage and in reports published by major tech firms as being fronts for hack-for-hire activities.
In 2022, Reuters named CyberRoot and BellTroX as key players in the cybermercenary industry, saying they were frequently tapped by Western lawyers and private investigators to spy on one another during legal and business disputes. A 2023 Reuters report identified Appin as a pioneer in the field, saying the company grew from an educational startup to a hack-for-hire powerhouse that stole secrets from executives, politicians, military officials and wealthy elites around the globe.
#three
In a letter issued Wednesday, Democratic Senators Ron Wyden and Sheldon Whitehouse, along with Republican Representative Pat Harrigan, asked the Commerce Department to add BellTroX, CyberRoot, and Sunkissed Organic Farms Pvt. Ltd. (formerly known as "Appin Technology Pvt. Ltd.") and its subsidiaries, to the Commerce Department's Entity List. Such a designation would cut them off from U.S. software, cloud infrastructure, and cybersecurity tools.
Sunkissed representatives, CyberRoot and the Commerce Department did not respond to requests for comment. BellTroX could not be reached for comment.
All three companies have been described in media coverage and in reports published by major tech firms as being fronts for hack-for-hire activities.
In 2022, Reuters named CyberRoot and BellTroX as key players in the cybermercenary industry, saying they were frequently tapped by Western lawyers and private investigators to spy on one another during legal and business disputes. A 2023 Reuters report identified Appin as a pioneer in the field, saying the company grew from an educational startup to a hack-for-hire powerhouse that stole secrets from executives, politicians, military officials and wealthy elites around the globe.
#three
19 days ago
ROCKFORD, Ill. (WTVO/WQRF)— In a matchup of two football programs that like to run the football, Belvidere North prevailed against Rockford East 41-20 Friday night.
North earns its second straight win after dropping its two opening games to NIC-10 powerhouses Guilford and Harlem. Watch the media player for highlights of this game.
Note: For complete coverage of Rockford area football all season, watch 'Overtime' Friday nights on FOX 39 following FOX's Friday night college football game. You can also watch 'Overtime' on demand through the weekend on the MyStateline+ app on your smart TV and on Mystateline.com by clicking the 'Watch' tab.
Copyright 2026 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.For the latest news, weather, sports, and streaming video, head to MyStateline | WTVO WQRF News, Weather and Sports.
#Friday
North earns its second straight win after dropping its two opening games to NIC-10 powerhouses Guilford and Harlem. Watch the media player for highlights of this game.
Note: For complete coverage of Rockford area football all season, watch 'Overtime' Friday nights on FOX 39 following FOX's Friday night college football game. You can also watch 'Overtime' on demand through the weekend on the MyStateline+ app on your smart TV and on Mystateline.com by clicking the 'Watch' tab.
Copyright 2026 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.For the latest news, weather, sports, and streaming video, head to MyStateline | WTVO WQRF News, Weather and Sports.
#Friday
19 days ago
Texas preps for Ohio State showdown with massive College GameDay and CELSIUS campus activation originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
AUSTIN, Texas — The University of Texas is hosting three powerhouses this weekend on the Forty Acres: No. 1 Ohio State, ESPN College GameDay, and CELSIUS Energy Drinks.
On Friday afternoon, the Traveling CELSIUS Combine and the CELSIUS-led Run Clubs touched down on the South Mall by the UT Tower.
The CELSIUS Combine included a "racing the reaction wall" coordination test, a pull-up challenge, a vertical jump challenge, and a passing accuracy challenge. The run club group took off for a 5K run in downtown Austin.
After the two events, a Woodstock-esque EDM concert unfolded in the rain featuring DJ duo SIDEQUEST. Love Island Season 8 star and event special guest Caleb McDaniel had crowds begging him for selfies and chasing him all over campus.
#state #college #sporting
AUSTIN, Texas — The University of Texas is hosting three powerhouses this weekend on the Forty Acres: No. 1 Ohio State, ESPN College GameDay, and CELSIUS Energy Drinks.
On Friday afternoon, the Traveling CELSIUS Combine and the CELSIUS-led Run Clubs touched down on the South Mall by the UT Tower.
The CELSIUS Combine included a "racing the reaction wall" coordination test, a pull-up challenge, a vertical jump challenge, and a passing accuracy challenge. The run club group took off for a 5K run in downtown Austin.
After the two events, a Woodstock-esque EDM concert unfolded in the rain featuring DJ duo SIDEQUEST. Love Island Season 8 star and event special guest Caleb McDaniel had crowds begging him for selfies and chasing him all over campus.
#state #college #sporting
20 days ago
The financial realities of college athletics have long forced programs like Florida A&M to schedule what are kindly called "guarantee games" against powerhouse opponents like the No. 7 Miami Hurricanes Thursday night.
Playing two games on three days rest at Hard Rock Stadium, the overmatched Rattlers were buried by UM 77-7 in a money game as the Hurricanes set a school record for yards and tied the mark for points in a game. The contest was so one-sided that the teams agreed to shave five minutes off the fourth quarter, setting the clock for 10 minutes instead of the standard 15.
FAMU (1-2), which lost to fellow HBCU South Carolina State on Sunday at Hard Rock Stadium, was paid $760,000 by Miami (2-0) to play Thursday night's matchup. The guarantee package included $40,000 to cover travel expenses for the Rattlers' nationally renowned Marching 100 band.
The outcome, however, left many FAMU fans questioning on social media whether the financial payoff justifies the cost. While guarantee games can provide much-needed revenue for athletic departments, critics argue the payouts often come at the expense of player safety, roster depth and the program's public image.
"I don't care about these money games for HBCUs" pastor and lobbyist Darrick McGhee posted on Facebook. "We must stop. Not sure how these games build our teams or players."
#games #stadium #famu
Playing two games on three days rest at Hard Rock Stadium, the overmatched Rattlers were buried by UM 77-7 in a money game as the Hurricanes set a school record for yards and tied the mark for points in a game. The contest was so one-sided that the teams agreed to shave five minutes off the fourth quarter, setting the clock for 10 minutes instead of the standard 15.
FAMU (1-2), which lost to fellow HBCU South Carolina State on Sunday at Hard Rock Stadium, was paid $760,000 by Miami (2-0) to play Thursday night's matchup. The guarantee package included $40,000 to cover travel expenses for the Rattlers' nationally renowned Marching 100 band.
The outcome, however, left many FAMU fans questioning on social media whether the financial payoff justifies the cost. While guarantee games can provide much-needed revenue for athletic departments, critics argue the payouts often come at the expense of player safety, roster depth and the program's public image.
"I don't care about these money games for HBCUs" pastor and lobbyist Darrick McGhee posted on Facebook. "We must stop. Not sure how these games build our teams or players."
#games #stadium #famu
20 days ago
This year has been tougher than most, with absolutely nothing to go off of for Week 1, but now the belief systems start to kick in. While I lean a bit too heavily on the flaky historical trends this week, I'd be doing America a disservice if I didn't at least point them out.
It's Week 2. Let's have some fun.
Results So Far: 13-12
– CFN Week 2 Expert Picks
– Week 2 Schedule, Picks
Line: Michigan State -17.5
ATS Pick: Michigan State
– Game Prediction and Preview
Along with Michigan State being far better than an Eastern Michigan team that just lost to San Jose State and struggled against Sacramento State, there's a historical thing happening here.
Michigan State is 7-0 all-time against Eastern Michigan, and … fine. This is a goofy trend, but the Spartans really should roll in this.
The Spartans won 73-14 in 2014. 23-7 in 2012, 42-10 in 2008, 52-20 in 2006, 56-7 in 2002, 51-7 in 1999, and 47-0 in 1996. Six total wipeouts and one outlier on the 17.5 in 2012.
Line: Oregon -23.5
ATS Pick Oregon
– Game Prediction and Preview
If Oklahoma State is about to turn the machine on, fine, I'll tip my cap and move on. But I just can't get past this. It's not like 2025 North Texas, and all its star players now with Oklahoma State, did anything against the powerhouses.
The best win was against … Navy?
The Cowboys didn't look anywhere near close to being ready for primetime last week in the loss to Tulsa, and now they get an Oregon team coming off a mediocre performance against Boise State.
What happened the week after the last time Oregon had a tough fight against the Broncos? In 2024, it followed up the 37-34 win with a 49-14 domination at Oregon State.
Line: Indiana -56.5
ATS Pick Indiana
– Game Prediction and Preview
I have a personal rule to always pick the underdog that walks into a building up 50 or more against the spread. I whiffed on that last week, taking Utah Tech +51.5 against BYU – the Cougars won 63-7.
I ****** umed Miami -59.5 would stop scoring at some reasonable point against Florida A&M on Thursday night. The Hurricanes won 77-7. Indiana beat Indiana State 73-0 last season.
In the first year under Curt Cignetti, it beat Western Illinois 77-3. I'll take the chance that 56.5 might be laughably low against another FCS team if history repeats itself.
#line
It's Week 2. Let's have some fun.
Results So Far: 13-12
– CFN Week 2 Expert Picks
– Week 2 Schedule, Picks
Line: Michigan State -17.5
ATS Pick: Michigan State
– Game Prediction and Preview
Along with Michigan State being far better than an Eastern Michigan team that just lost to San Jose State and struggled against Sacramento State, there's a historical thing happening here.
Michigan State is 7-0 all-time against Eastern Michigan, and … fine. This is a goofy trend, but the Spartans really should roll in this.
The Spartans won 73-14 in 2014. 23-7 in 2012, 42-10 in 2008, 52-20 in 2006, 56-7 in 2002, 51-7 in 1999, and 47-0 in 1996. Six total wipeouts and one outlier on the 17.5 in 2012.
Line: Oregon -23.5
ATS Pick Oregon
– Game Prediction and Preview
If Oklahoma State is about to turn the machine on, fine, I'll tip my cap and move on. But I just can't get past this. It's not like 2025 North Texas, and all its star players now with Oklahoma State, did anything against the powerhouses.
The best win was against … Navy?
The Cowboys didn't look anywhere near close to being ready for primetime last week in the loss to Tulsa, and now they get an Oregon team coming off a mediocre performance against Boise State.
What happened the week after the last time Oregon had a tough fight against the Broncos? In 2024, it followed up the 37-34 win with a 49-14 domination at Oregon State.
Line: Indiana -56.5
ATS Pick Indiana
– Game Prediction and Preview
I have a personal rule to always pick the underdog that walks into a building up 50 or more against the spread. I whiffed on that last week, taking Utah Tech +51.5 against BYU – the Cougars won 63-7.
I ****** umed Miami -59.5 would stop scoring at some reasonable point against Florida A&M on Thursday night. The Hurricanes won 77-7. Indiana beat Indiana State 73-0 last season.
In the first year under Curt Cignetti, it beat Western Illinois 77-3. I'll take the chance that 56.5 might be laughably low against another FCS team if history repeats itself.
#line
20 days ago
The Chicago Bears' 2026 season has finally arrived, and it couldn't come soon enough. Fresh off their 11-6 regular season in 2025 that saw them capture the NFC North and advance to the divisional round of the postseason, hopes are sky high for the Bears going into 2026, led by head coach Ben Johnson and quarterback Caleb Williams. And for good reason.
Williams broke through and ascended to become one of the upper-echelon quarterbacks in the league last season thanks to unreal throws and miraculous comebacks, while Johnson brought a tenacity to the locker room, along with his ever-evolving offensive mind, to build the Bears into a powerhouse. Now the Bears enter the year as contenders and aim to do something they haven't done in 20 years: Go to the postseason two years in a row.
As with any NFL season, things will ebb and flow each week. Legendary performances will be followed by clunky outings, and each game will be seen as a referendum on the entire year as it's dissected for six straight days. A lot is going to happen, and we're taking our best guesses as to what will take place in 2026. Here are our yearly bold predictions for the upcoming Chicago Bears season.
#season #year
Williams broke through and ascended to become one of the upper-echelon quarterbacks in the league last season thanks to unreal throws and miraculous comebacks, while Johnson brought a tenacity to the locker room, along with his ever-evolving offensive mind, to build the Bears into a powerhouse. Now the Bears enter the year as contenders and aim to do something they haven't done in 20 years: Go to the postseason two years in a row.
As with any NFL season, things will ebb and flow each week. Legendary performances will be followed by clunky outings, and each game will be seen as a referendum on the entire year as it's dissected for six straight days. A lot is going to happen, and we're taking our best guesses as to what will take place in 2026. Here are our yearly bold predictions for the upcoming Chicago Bears season.
#season #year
20 days ago
High school basketball stars want to come play for Michael Malone. The UNC head men's basketball coach landed a 3-man recruiting class for his 2026-27 roster, but there's even greater excitement in North Carolina's 2027 recruiting class.
The Tar Heels are hosting top overall recruit CJ Rosser this weekend. Earlier this week, UNC target Darius Wabbington canceled his visit to Louisville, meaning Chapel Hill is now in his final five destinations.
Just when you thought North Carolina's recruiting trail couldn't get any better, 5-star wing Jordan Page announced he'll also be visiting campus this weekend.
According to his 247Sports recruiting profile, Page is the class of 2027's 10th-ranked overall prospect, third-ranked small forward and sixth-ranked player from Florida. Page plays his high school basketball at national powerhouse IMG Academy in Bradenton.
Page is part of a wing-heavy class for the Tar Heels, who also have offers extended to fellow 5-stars AJ Williams, Demarcus Henry and Asa Montgomery. UNC aced this position on past rosters, most notably recently with 2025 NBA Draft first round pick Drake Powell.
#page #stars
The Tar Heels are hosting top overall recruit CJ Rosser this weekend. Earlier this week, UNC target Darius Wabbington canceled his visit to Louisville, meaning Chapel Hill is now in his final five destinations.
Just when you thought North Carolina's recruiting trail couldn't get any better, 5-star wing Jordan Page announced he'll also be visiting campus this weekend.
According to his 247Sports recruiting profile, Page is the class of 2027's 10th-ranked overall prospect, third-ranked small forward and sixth-ranked player from Florida. Page plays his high school basketball at national powerhouse IMG Academy in Bradenton.
Page is part of a wing-heavy class for the Tar Heels, who also have offers extended to fellow 5-stars AJ Williams, Demarcus Henry and Asa Montgomery. UNC aced this position on past rosters, most notably recently with 2025 NBA Draft first round pick Drake Powell.
#page #stars
20 days ago
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. Beyond this immediate launch, the trio plans to deploy up to 250 MW of capacity powered by next-gen AMD MI400 Series GPUs starting in 2027, staying on track for a massive 1 GW platform by 2030.
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.
#revenue #advanced
The milestone highlights how compute and networking have fused into a single market. But financially, AMD and Cisco present two very different investment profiles.
Advanced Micro Devices, Inc. (NASDAQ:AMD)'s Q2 2026 results demonstrated massive top-line expansion, driven almost entirely by data center demand. Revenue surged 50% year-over-year to $11.5 billion, while non-GAAP EPS rose 82% to $1.66. Its Data Center segment alone more than doubled to $6.7 billion (+107% YoY), accounting for 58% of total revenue as EPYC server chips and Instinct GPUs continue to gain enterprise traction.
Cisco Systems, Inc. (NASDAQ:CSCO)'s Q4 and full-year FY2026 report reflected a mature cash-flow powerhouse capturing an architectural transition. Q4 revenue grew 18% YoY to a record $17.3 billion, pushing full-year revenue up 12% to $63.3 billion. Non-GAAP EPS for Q4 reached $1.22 (+23%), with FY2026 non-GAAP EPS hitting $4.33. Cisco logged $9.3 billion in AI infrastructure orders for the fiscal year (up 4.5x YoY) and maintained a non-GAAP operating margin of 35.9%, generating $14.2 billion in annual operating cash flow.
While AMD clearly leads on top-line growth velocity, Cisco holds the upper hand in raw profitability, structural gross margins (66.3%), and shareholder return via capital repurchases and dividends.
#revenue #advanced
20 days ago
Oklo (NYSE: OKLO), a developer of microreactors for nuclear power plants, has been a divisive stock since its market debut. After going public through a merger with a special purpose acquisition company (SPAC) on May 10, 2024, Oklo started trading at $15.50 per share.
It soared to a record high of $174.14 on Oct. 14, 2025, but it now trades at about $43. Wall Street's average price target for the stock is about $75. Let's see why Oklo's stock went through so many wild swings -- and where I think it will actually end up by the end of 2026.
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 »
Oklo's Aurora microreactor, which is much smaller than conventional nuclear reactors, only generates 1.5 MWe per unit. However, its modular design allows it to be deployed alongside additional reactors to generate up to 75 MWe per "Powerhouse" power plant. That's tiny compared to a conventional nuclear power plant, which typically generates at least 1,000 MWe, but Aurora's Powerhouse plants can be deployed on less land in remote, off-grid areas.
The Aurora also uses metallic uranium fuel pellets, which are denser, have higher thermal resistance, and are cheaper to produce than the uranium dioxide fuel pellets that power conventional reactors. By recycling its pellets in a closed loop, the Aurora can last for a decade without refueling. Conventional reactors are still refueled in stages every two years.
#conventional #reactors #signal
It soared to a record high of $174.14 on Oct. 14, 2025, but it now trades at about $43. Wall Street's average price target for the stock is about $75. Let's see why Oklo's stock went through so many wild swings -- and where I think it will actually end up by the end of 2026.
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 »
Oklo's Aurora microreactor, which is much smaller than conventional nuclear reactors, only generates 1.5 MWe per unit. However, its modular design allows it to be deployed alongside additional reactors to generate up to 75 MWe per "Powerhouse" power plant. That's tiny compared to a conventional nuclear power plant, which typically generates at least 1,000 MWe, but Aurora's Powerhouse plants can be deployed on less land in remote, off-grid areas.
The Aurora also uses metallic uranium fuel pellets, which are denser, have higher thermal resistance, and are cheaper to produce than the uranium dioxide fuel pellets that power conventional reactors. By recycling its pellets in a closed loop, the Aurora can last for a decade without refueling. Conventional reactors are still refueled in stages every two years.
#conventional #reactors #signal
21 days ago
Future NFL Melbourne club revealed? Collingwood partnership provides a big hint originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
NFL giant Seattle Seahawks has planted a flag in Australia, signalling their intention in the region by linking up with AFL powerhouse Collingwood.
Two days before Melbourne's MCG hosts a historic NFL regular season match between the LA Rams and San Francisco 49ers, the Seahawks and Magpies have announced a strategic partnership that will 'unite two of the world's most passionate supporter bases' via a statement from Collingwood.
The NFL signed a deal with the Victorian Government to play two regular season matches in Melbourne over four years - with an option for a third game.
Seattle have just made it clear to the NFL that they would like to participate in a regular-season match Down Under with their Collingwood alliance, who are arguably the biggest sports team in Australia.
#regular #melbourne
NFL giant Seattle Seahawks has planted a flag in Australia, signalling their intention in the region by linking up with AFL powerhouse Collingwood.
Two days before Melbourne's MCG hosts a historic NFL regular season match between the LA Rams and San Francisco 49ers, the Seahawks and Magpies have announced a strategic partnership that will 'unite two of the world's most passionate supporter bases' via a statement from Collingwood.
The NFL signed a deal with the Victorian Government to play two regular season matches in Melbourne over four years - with an option for a third game.
Seattle have just made it clear to the NFL that they would like to participate in a regular-season match Down Under with their Collingwood alliance, who are arguably the biggest sports team in Australia.
#regular #melbourne
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23 days ago
The FIBA World Cup is underway, and the United States women are once again the heavy favorite to walk away with the gold medal. The US hasn't lost in the World Cup since 2006, and this year's roster is stacked with both veteran and up-and-coming talent.
Their biggest threat has long appeared to be France, who have dominated all three games of Group Play action and finished with the silver medal in the 2024 Paris Olympics.
But, there's another, more under-the-radar team that has impressed in the early days of the World Cup: Belgium.
Belgium beat Australia 80-68 on Monday behind a monster performance from Emma Meesseman, who exploded for 22 points on 10-of-17 shooting, along with 10 rebounds, 8 ******* ists, and 2 steals. Julie Vanloo (12 points, 5 ******* ists) and Julie Allemand (11 points, 7 ******* ists) were also both highly impactful.
Australia is a powerhouse of its own. Its roster includes 8 WNBA players: Ezi Magbegor (Seattle Storm), Chloe Bibby (Minnesota Lynx), Isobel Borlase (Atlanta Dream), Milea Sowah (Golden State Valkyries), Rebecca Allen (New York Liberty), Jade Melbourne (Storm), Alanna Smith (Dallas Wings), and Steph Talbot (Las Vegas Aces).
#assists #storm
Their biggest threat has long appeared to be France, who have dominated all three games of Group Play action and finished with the silver medal in the 2024 Paris Olympics.
But, there's another, more under-the-radar team that has impressed in the early days of the World Cup: Belgium.
Belgium beat Australia 80-68 on Monday behind a monster performance from Emma Meesseman, who exploded for 22 points on 10-of-17 shooting, along with 10 rebounds, 8 ******* ists, and 2 steals. Julie Vanloo (12 points, 5 ******* ists) and Julie Allemand (11 points, 7 ******* ists) were also both highly impactful.
Australia is a powerhouse of its own. Its roster includes 8 WNBA players: Ezi Magbegor (Seattle Storm), Chloe Bibby (Minnesota Lynx), Isobel Borlase (Atlanta Dream), Milea Sowah (Golden State Valkyries), Rebecca Allen (New York Liberty), Jade Melbourne (Storm), Alanna Smith (Dallas Wings), and Steph Talbot (Las Vegas Aces).
#assists #storm
24 days ago
Ask a Bayern Munich executive or management figure about French mega-star Michael Olise and he will tell you that the winger is not for sale.
Chief executive officer Jan-Christian Dreesen, president Herbert Hainer, board member for sport Max Eberl, sporting director Christoph Freund, and supervisory board member Uli Hoeneß will all give you the same story. One thing that none of them can be completely certain of, however, is the future.
As for that, Real Madrid and Paris Saint-Germain are reportedly trying to make headway. In this report, the duo is allegedly working through intermediaries to see if a deal can get done at some point:
Following his outstanding performances for FC Bayern Munich and the French national team at the 2026 World Cup, Michael Olise remains on the wish lists of top European clubs. The 24-year-old right winger is one of the key players in Bayern's attack. His contract with the German record champions runs until June 30, 2029. With his strong start to the 2026/27 season, Olise has further cemented his status as a highly sought-after transfer target.
Olise's rapid development and consistently strong performances have attracted the attention of Paris Saint-Germain and Real Madrid in particular. According to information from fussball-news.de, both European powerhouses are closely monitoring his progress and are considering high-caliber reinforcements for the right wing and attacking positions.
#olise #bayern #real
Chief executive officer Jan-Christian Dreesen, president Herbert Hainer, board member for sport Max Eberl, sporting director Christoph Freund, and supervisory board member Uli Hoeneß will all give you the same story. One thing that none of them can be completely certain of, however, is the future.
As for that, Real Madrid and Paris Saint-Germain are reportedly trying to make headway. In this report, the duo is allegedly working through intermediaries to see if a deal can get done at some point:
Following his outstanding performances for FC Bayern Munich and the French national team at the 2026 World Cup, Michael Olise remains on the wish lists of top European clubs. The 24-year-old right winger is one of the key players in Bayern's attack. His contract with the German record champions runs until June 30, 2029. With his strong start to the 2026/27 season, Olise has further cemented his status as a highly sought-after transfer target.
Olise's rapid development and consistently strong performances have attracted the attention of Paris Saint-Germain and Real Madrid in particular. According to information from fussball-news.de, both European powerhouses are closely monitoring his progress and are considering high-caliber reinforcements for the right wing and attacking positions.
#olise #bayern #real
25 days ago
At this point in the Major League Baseball season, Wrigley Field is typically hosting the Chicago Cubs as they make their stretch-run push toward the postseason.
This particular Sunday, however, baseball will take a back seat — and does so for a historic reason.
Headlined by powerhouse Nebraska, the Friendly Confines is set to host two outdoor volleyball matches on Sunday, Sept. 6 between the Cornhuskers and Missouri, and Penn State vs. Kentucky in the inaugural Big Ten/SEC Volleyball Challenge.
Watch Big Ten/SEC Volleyball Challenge at Wrigley Field with Fubo (free trial)
Sunday's match features just one of several neutral sites the Cornhuskers have played at to begin Year 2 of the Dani Busboom Kelly era in Lincoln, as Nebraska has already competed in the Players Era and Spikes Under The Lights events. With the return of All-Americans Bergen Reilly, Harper Murray and Andi Jackson, the Cornhuskers are looking to get back to the final weekend of the NCAA Tournament after falling in the quarterfinals last season.
#Cornhuskers #volleyball #season
This particular Sunday, however, baseball will take a back seat — and does so for a historic reason.
Headlined by powerhouse Nebraska, the Friendly Confines is set to host two outdoor volleyball matches on Sunday, Sept. 6 between the Cornhuskers and Missouri, and Penn State vs. Kentucky in the inaugural Big Ten/SEC Volleyball Challenge.
Watch Big Ten/SEC Volleyball Challenge at Wrigley Field with Fubo (free trial)
Sunday's match features just one of several neutral sites the Cornhuskers have played at to begin Year 2 of the Dani Busboom Kelly era in Lincoln, as Nebraska has already competed in the Players Era and Spikes Under The Lights events. With the return of All-Americans Bergen Reilly, Harper Murray and Andi Jackson, the Cornhuskers are looking to get back to the final weekend of the NCAA Tournament after falling in the quarterfinals last season.
#Cornhuskers #volleyball #season
25 days ago
The Michigan Wolverines pulled off one of the most stunning wins in recent memory Saturday night. While there was some controversy surrounding the end-of-game scenario that added an extra second to the game clock and allowed them score a walk-off touchdown, the bigger story is that it happened against Western Michigan.
The Wolverines entered this year with one of the more talented rosters in college football, including five-star quarterback Bryce Underwood and four-star wide receiver Andrew Marsh. They began the season ranked No. 16 – two spots ahead of Penn State — but now that position will be reevaluated.
Michigan struggled mightily throughout the game, going scoreless for more than 50 minutes of game time before connecting on the Hail Mary. They ultimately pulled out the win, but that isn't the type of performance you want to put on the field against a far inferior opponent.
There is a chance the Nittany Lions will be ranked ahead of Michigan in the next AP Poll, and more importantly, that mid-October battle at The Big House could become the biggest game of the season. With the Wolverines being one of only three ranked teams that Penn State is slated to play this season, a win in that game could have significant implications on their College Football Playoff odds.
Obviously, we are only one game into the season, and a lot can change in the six weeks until that game. But with no clear powerhouses on the schedule, the Nittany Lions need to begin recalibrating what this season can look like if they take care of business.
#lions
The Wolverines entered this year with one of the more talented rosters in college football, including five-star quarterback Bryce Underwood and four-star wide receiver Andrew Marsh. They began the season ranked No. 16 – two spots ahead of Penn State — but now that position will be reevaluated.
Michigan struggled mightily throughout the game, going scoreless for more than 50 minutes of game time before connecting on the Hail Mary. They ultimately pulled out the win, but that isn't the type of performance you want to put on the field against a far inferior opponent.
There is a chance the Nittany Lions will be ranked ahead of Michigan in the next AP Poll, and more importantly, that mid-October battle at The Big House could become the biggest game of the season. With the Wolverines being one of only three ranked teams that Penn State is slated to play this season, a win in that game could have significant implications on their College Football Playoff odds.
Obviously, we are only one game into the season, and a lot can change in the six weeks until that game. But with no clear powerhouses on the schedule, the Nittany Lions need to begin recalibrating what this season can look like if they take care of business.
#lions
25 days ago
The most "enemy territory" place in the NFL for the Chicago Bears is Lambeau Field in Wisconsin, home of the Green Bay Packers. This weekend, however, watching football there is a different story.
Lambeau Field will be the host of a Week 1 game between the Wisconsin Badgers and Notre Dame Fighting Irish. It's a mediocre Wisconsin team going up against a Notre Dame powerhouse that could win it all this year.
A match like this is worth scouting from an NFL draft perspective because it is a "big game" environment with pressure under the bright lights. Wisconsin doesn't have any players (yet) who have been identified as NFL must-haves, but these Notre Dame players are worth keeping a scout's eye on:
#dame #players
Lambeau Field will be the host of a Week 1 game between the Wisconsin Badgers and Notre Dame Fighting Irish. It's a mediocre Wisconsin team going up against a Notre Dame powerhouse that could win it all this year.
A match like this is worth scouting from an NFL draft perspective because it is a "big game" environment with pressure under the bright lights. Wisconsin doesn't have any players (yet) who have been identified as NFL must-haves, but these Notre Dame players are worth keeping a scout's eye on:
#dame #players
25 days ago
Division III powerhouse Mount Union lost its first regular-season game since 2016 on Saturday.
The Purple Raiders fell 24-23 to Wheaton in their 2026 season-opener after Wheaton blocked a game-tying extra point with 22 seconds to go. Mount Union's Kayden Minner scored on a 1-yard run ahead of the failed extra point, and the Purple Raiders elected to go for the tie and potential overtime instead of what could have been a game-winning two-point conversion.
After blocking the PAT, Wheaton then recovered Mount Union's onside kick.
The loss snapped a regular-season win streak that lasted 85 games. Before Saturday, the last time Mount Union lost a non-playoff game was on Nov. 12, 2016, when John Carroll scored a 31-28 win. Most of the members of that Mount Union team are now in their 30s.
Mount Union made the semifinals of the D3 playoffs that season and won the 2017 national ****** le with a 15-0 season. Since then, the team has, remarkably, not won a national championship as the regular-season win streak lived on. Over the past six full seasons, Mount Union has lost the Stagg Bowl three times and was eliminated in the third round of the Division III playoffs in 2025 after an 11-0 start.
#point
The Purple Raiders fell 24-23 to Wheaton in their 2026 season-opener after Wheaton blocked a game-tying extra point with 22 seconds to go. Mount Union's Kayden Minner scored on a 1-yard run ahead of the failed extra point, and the Purple Raiders elected to go for the tie and potential overtime instead of what could have been a game-winning two-point conversion.
After blocking the PAT, Wheaton then recovered Mount Union's onside kick.
The loss snapped a regular-season win streak that lasted 85 games. Before Saturday, the last time Mount Union lost a non-playoff game was on Nov. 12, 2016, when John Carroll scored a 31-28 win. Most of the members of that Mount Union team are now in their 30s.
Mount Union made the semifinals of the D3 playoffs that season and won the 2017 national ****** le with a 15-0 season. Since then, the team has, remarkably, not won a national championship as the regular-season win streak lived on. Over the past six full seasons, Mount Union has lost the Stagg Bowl three times and was eliminated in the third round of the Division III playoffs in 2025 after an 11-0 start.
#point
25 days ago
Texas high school football season featured some marquee showdowns this weekend. The Week 2 schedule featured blockbuster games and also some equally notable final scores. Below are the top 25 Texas high school football teams, according to the Massey Ratings, as of Sept. 6.
If the last two weekends proved anything, it's that Allen is back. Behind standout performances from 2029 QB Ty Snell and the entire Eagles defense, Allen has knocked off powerhouses Duncanville and DeSoto to open the season, 50-6. Snell passed for four TD on seven attempts, three of those scores going to fellow 2029 WR Zach Williams. Allen held a 28-0 lead at halftime with the defense setting a strong pace in this one.
North Crowley earned another statement victory in the early season — a 40-10 win over fellow Dallas Metroplex powerhouse Southlake Carroll. After the Dragons took a 7-6 lead early, the Panthers scored 21 unanswered points and cruised in the second half. North Texas commit G'Yrell Smith rushed for 96 yards on 11 touches, and QBs Jacob Torres and Jahzeel McCradic combined for two TD passes.
The defending state champs did not miss a beat in a physical tilt vs. Louisiana powerhouse John Curtis. The Mustangs came away with 27-17 win on the road at Our Lady of Lourdes Stadium in Lafayette — after adding two fourth-quarter scores and separating late in the contest. QB Kaleb Taylor threw a TD pass to Jaden Kendrick and Jemarkeus Houston ran for a 14-yard TD to deliver North Shore the impressiveo out-of-state win.
Guyer remained unbeaten on Friday night as the Wildcats notched their 200th program win. The outstanding Guyer defense featuring arguably the state's most talented group of defensive linemen (Zane Rowe (Oregon); Khyren Haywood (Texas Tech); Darrien Neal (TCU); Logan Lokey (2028) held Melissa to less than 100 yards of total offense. First-year starting QB Carter Morgan was terrific — finishing 21-of-29 for 237 yards with a pass TD and a rush TD.
#allen #season
If the last two weekends proved anything, it's that Allen is back. Behind standout performances from 2029 QB Ty Snell and the entire Eagles defense, Allen has knocked off powerhouses Duncanville and DeSoto to open the season, 50-6. Snell passed for four TD on seven attempts, three of those scores going to fellow 2029 WR Zach Williams. Allen held a 28-0 lead at halftime with the defense setting a strong pace in this one.
North Crowley earned another statement victory in the early season — a 40-10 win over fellow Dallas Metroplex powerhouse Southlake Carroll. After the Dragons took a 7-6 lead early, the Panthers scored 21 unanswered points and cruised in the second half. North Texas commit G'Yrell Smith rushed for 96 yards on 11 touches, and QBs Jacob Torres and Jahzeel McCradic combined for two TD passes.
The defending state champs did not miss a beat in a physical tilt vs. Louisiana powerhouse John Curtis. The Mustangs came away with 27-17 win on the road at Our Lady of Lourdes Stadium in Lafayette — after adding two fourth-quarter scores and separating late in the contest. QB Kaleb Taylor threw a TD pass to Jaden Kendrick and Jemarkeus Houston ran for a 14-yard TD to deliver North Shore the impressiveo out-of-state win.
Guyer remained unbeaten on Friday night as the Wildcats notched their 200th program win. The outstanding Guyer defense featuring arguably the state's most talented group of defensive linemen (Zane Rowe (Oregon); Khyren Haywood (Texas Tech); Darrien Neal (TCU); Logan Lokey (2028) held Melissa to less than 100 yards of total offense. First-year starting QB Carter Morgan was terrific — finishing 21-of-29 for 237 yards with a pass TD and a rush TD.
#allen #season
25 days ago
A top House Republican accused Democratic fundraising powerhouse ActBlue of operating as a "money laundering operation," saying that millions of dollars in foreign contributions had flowed through the platform.
Speaking on the "Fox News Rundown" podcast, Rep. Pat Fallon, R-Texas, said ongoing congressional investigations into the group have uncovered fraud prevention failures and noted that several people affiliated with ActBlue have invoked the Fifth Amendment while being questioned by lawmakers.
"Well, [it's clear] ActBlue had become a money laundering operation for the Democratic Party. And that's very unfortunate," Fallon told Fox News' Jessica Rosenthal.
"Their compliance and fraud prevention was severely lacking, and they actually were training their employees to do almost no verifications."
Texas Ag Paxton Sues Dem Fundraising Platform Actblue, Alleging 'Fraudulent And Foreign Donations'
#democratic #platform
Speaking on the "Fox News Rundown" podcast, Rep. Pat Fallon, R-Texas, said ongoing congressional investigations into the group have uncovered fraud prevention failures and noted that several people affiliated with ActBlue have invoked the Fifth Amendment while being questioned by lawmakers.
"Well, [it's clear] ActBlue had become a money laundering operation for the Democratic Party. And that's very unfortunate," Fallon told Fox News' Jessica Rosenthal.
"Their compliance and fraud prevention was severely lacking, and they actually were training their employees to do almost no verifications."
Texas Ag Paxton Sues Dem Fundraising Platform Actblue, Alleging 'Fraudulent And Foreign Donations'
#democratic #platform
26 days ago
By Ari Liljenwall
The MLS Secondary Transfer Window is over, and with it came 12 signings who competed at the 2026 FIFA World Cup this summer.
From new Designated Players to familiar names, here's the full rundown of players who recently helped their country compete on the sport's grandest stage.
This follows an MLS-record 45 players competing at the 2026 World Cup while representing 22 clubs and 17 countries.
San Diego FC acquired Achouri from Danish Superliga powerhouse FC Copenhagen, completing the deal in late July.
#secondary #transfer #window
The MLS Secondary Transfer Window is over, and with it came 12 signings who competed at the 2026 FIFA World Cup this summer.
From new Designated Players to familiar names, here's the full rundown of players who recently helped their country compete on the sport's grandest stage.
This follows an MLS-record 45 players competing at the 2026 World Cup while representing 22 clubs and 17 countries.
San Diego FC acquired Achouri from Danish Superliga powerhouse FC Copenhagen, completing the deal in late July.
#secondary #transfer #window
27 days ago
During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented:
Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, "Look, listen, maybe our big win won't be till 2029… It's going to be pushed back." They have an October meeting, beginning of October, their ****** yst meeting. That's going to tell us what's going to happen. I don't feel comfortable until I see what they say before I say just pull the trigger.
Marvell Technology, Inc. (NASDAQ:MRVL) has quietly become a powerhouse in the infrastructure driving the AI boom, specializing in custom chips and ultra-fast optical connections. Through massive partnerships, including custom silicon work with Google, the company has positioned itself right at the center of the AI buildout. Its data center revenue keeps shattering records because tech giants desperately need its networking gear to keep expensive GPUs from getting bottlenecked. For bulls, these multi-year deals mean steady, dependable growth that can ride out the usual semiconductor boom-and-bust cycles.
Even with great numbers, Wall Street has zero patience for tech stocks when timelines get pushed out. With Marvell Technology, Inc. (NASDAQ:MRVL) trading at a steep 50.25x forward multiple, there is no room for slip-ups if margins or execution wobble. As Cramer pointed out, management indicated that the big financial payoff from Google partnership might not arrive until 2029 which complicates things for investors expecting quick returns. Anyone counting on quick gains could face a reality check if customer spending slows down or unexpected hurdles pop up.
Wall Street's smart money is paying close attention to Marvell Technology, Inc. (NASDAQ:MRVL) as a practical way to back the AI infrastructure buildout. According to Insider Monkey's database tracking over 1,000 elite hedge funds, 96 hedge funds held positions in the company during the second quarter, up from 79 in the previous quarter, showing clear institutional backing. It is worth noting that the D E Shaw increased its position in Q2 by 658%, as per Insider Monkey. At the same time, short interest sits at just 3.79% of the float, indicating limited skepticism against the stock.
#NASDAQ #cramer #wall
Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, "Look, listen, maybe our big win won't be till 2029… It's going to be pushed back." They have an October meeting, beginning of October, their ****** yst meeting. That's going to tell us what's going to happen. I don't feel comfortable until I see what they say before I say just pull the trigger.
Marvell Technology, Inc. (NASDAQ:MRVL) has quietly become a powerhouse in the infrastructure driving the AI boom, specializing in custom chips and ultra-fast optical connections. Through massive partnerships, including custom silicon work with Google, the company has positioned itself right at the center of the AI buildout. Its data center revenue keeps shattering records because tech giants desperately need its networking gear to keep expensive GPUs from getting bottlenecked. For bulls, these multi-year deals mean steady, dependable growth that can ride out the usual semiconductor boom-and-bust cycles.
Even with great numbers, Wall Street has zero patience for tech stocks when timelines get pushed out. With Marvell Technology, Inc. (NASDAQ:MRVL) trading at a steep 50.25x forward multiple, there is no room for slip-ups if margins or execution wobble. As Cramer pointed out, management indicated that the big financial payoff from Google partnership might not arrive until 2029 which complicates things for investors expecting quick returns. Anyone counting on quick gains could face a reality check if customer spending slows down or unexpected hurdles pop up.
Wall Street's smart money is paying close attention to Marvell Technology, Inc. (NASDAQ:MRVL) as a practical way to back the AI infrastructure buildout. According to Insider Monkey's database tracking over 1,000 elite hedge funds, 96 hedge funds held positions in the company during the second quarter, up from 79 in the previous quarter, showing clear institutional backing. It is worth noting that the D E Shaw increased its position in Q2 by 658%, as per Insider Monkey. At the same time, short interest sits at just 3.79% of the float, indicating limited skepticism against the stock.
#NASDAQ #cramer #wall
27 days ago
As electricity demand surges amid AI data center growth, two utility companies stand out. NextEra Energy (NYSE: NEE) and Constellation Energy (NASDAQ: CEG) are both incredibly strong businesses, but are taking different approaches to this new chapter in North American power.
NextEra is both a traditional utility provider and a powerhouse in renewable energy. It is planning to spend $94 billion through 2030 in an aggressive push to build out its footprint. In May, the energy giant announced an all-stock agreement to acquire Dominion Energy. This deal will make NextEra the world's largest utility business, but the megamerger is facing intense regulatory scrutiny.
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 company's dividend yield is holding strong at over 3%. The stock has risen just 2% this year. NextEra is a reliable income producer, but could see substantial growth through the early 2030s.
Constellation's approach is completely different from NextEra's. Constellation is the largest nuclear power operator in the U.S. It's also an independent power producer, meaning it sells electricity on the open market and not through a regulated utility model. This gives it greater pricing volatility, but potentially more upside.
#energy #flashing
NextEra is both a traditional utility provider and a powerhouse in renewable energy. It is planning to spend $94 billion through 2030 in an aggressive push to build out its footprint. In May, the energy giant announced an all-stock agreement to acquire Dominion Energy. This deal will make NextEra the world's largest utility business, but the megamerger is facing intense regulatory scrutiny.
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 company's dividend yield is holding strong at over 3%. The stock has risen just 2% this year. NextEra is a reliable income producer, but could see substantial growth through the early 2030s.
Constellation's approach is completely different from NextEra's. Constellation is the largest nuclear power operator in the U.S. It's also an independent power producer, meaning it sells electricity on the open market and not through a regulated utility model. This gives it greater pricing volatility, but potentially more upside.
#energy #flashing
27 days ago
Valued at a market cap of $78.6 billion, Mondelez International, Inc (MDLZ) is a global snacking powerhouse and one of the world's largest producers of chocolate, biscuits, and baked snacks. The Chicago, Illinois-based company's portfolio includes iconic brands such as Oreo, Ritz, Cadbury, Milka, Toblerone, belVita, and Clif, giving the company a strong presence in everyday snacking across more than 150 countries.
Companies worth $10 billion or more are generally described as "large-cap stocks," and MDLZ perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the confectionery industry. Its broad geographic footprint, powerful brands, and extensive distribution network provide a solid foundation for long-term growth, while the company continues investing in innovation, premium products, and emerging markets.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#billion #deal #Growth
Companies worth $10 billion or more are generally described as "large-cap stocks," and MDLZ perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the confectionery industry. Its broad geographic footprint, powerful brands, and extensive distribution network provide a solid foundation for long-term growth, while the company continues investing in innovation, premium products, and emerging markets.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#billion #deal #Growth
27 days ago
Since the turn of the century, the Oregon Ducks have continued to grow into a powerhouse on the gridiron. Recruiting from coast to coast and becoming one of the winningest programs in the country since 2000, the Ducks have had some of the best players in college football history walk through Eugene.
While the Ducks are still seeking their first national championship, their ability to attract elite talent and turn them into NFL-ready stars has kept the program on the map as more than a team with flashy uniforms and the Nike checkmark. Oregon's lone Heisman Trophy recipient, Marcus Mariota, is still revered for his play in Eugene and is widely regarded as one of the best quarterbacks in the modern era of college football.
With the 2026 season just getting underway, USA TODAY compiled a list of players to represent the All-2000s team. Mariota didn't make the cut, but former Oregon offensive tackle Penei Sewell took his spot among elite company on the second team.
Sewell shared the second-team honors at offensive tackle with Alex Leatherwood, a former first-round pick and standout at Alabama from 2017 to 2020. First-team selections went to Wisconsin's Joe Thomas (2003-2006) and Miami's Bryant McKinnie (1999-2001).
Sewell spent two seasons as the blindside tackle for Justin Herbert. From the moment he stepped on campus, Sewell was a starter for the Ducks and didn't disappoint. Despite missing six games with an injury as a freshman, he quickly solidified himself as one of the nation's elite protectors, playing penalty-free in his first collegiate season.
#first #tackle
While the Ducks are still seeking their first national championship, their ability to attract elite talent and turn them into NFL-ready stars has kept the program on the map as more than a team with flashy uniforms and the Nike checkmark. Oregon's lone Heisman Trophy recipient, Marcus Mariota, is still revered for his play in Eugene and is widely regarded as one of the best quarterbacks in the modern era of college football.
With the 2026 season just getting underway, USA TODAY compiled a list of players to represent the All-2000s team. Mariota didn't make the cut, but former Oregon offensive tackle Penei Sewell took his spot among elite company on the second team.
Sewell shared the second-team honors at offensive tackle with Alex Leatherwood, a former first-round pick and standout at Alabama from 2017 to 2020. First-team selections went to Wisconsin's Joe Thomas (2003-2006) and Miami's Bryant McKinnie (1999-2001).
Sewell spent two seasons as the blindside tackle for Justin Herbert. From the moment he stepped on campus, Sewell was a starter for the Ducks and didn't disappoint. Despite missing six games with an injury as a freshman, he quickly solidified himself as one of the nation's elite protectors, playing penalty-free in his first collegiate season.
#first #tackle
27 days ago
The scene in Bilbao, in 2024, foreshadowed the change that would come. Michele Kang, the owner of OL Lyonnes, strode around the edge of the pitch in the San Mames to greet the travelling supporters of the women's football powerhouse, who were buoyed by her ambition and intent to invest. Barcelona won 2-0 to lift their third Women's Champions League **** le in four years, thanks to goals from their two Ballon d'Or winners Aitana Bonmati and Alexia Putellas. But while Kang, the South Korean-born American billionaire and philanthropist, vowed that Lyonnes would return stronger, her sphere of influence was also primed to have an impact elsewhere.
As well as the French champions, Kang owned two other teams as part of her multi-club Kynisca group, the US side Washington Spirit and the London City Lionesses, based out of Bromley and playing in the second tier of English women's football. Two years on, driven by Kang's vision and fuelled by her deep pockets, London City have secured promotion and undergone a remarkable makeover. From that Champions League final alone, they have signed not just Putellas, making the Spain international and World Cup winner the biggest overseas signing in Women's Super League history, but two of her Barcelona team-mates in Mapi Leon and Jana Fernandez. From sister club Lyonnes, London City have signed two of their starting forwards in Kadidiatou Diani and Delphine Cascarino, as well as midfielder Danielle van de Donk.
Michele Kang celebrates London City's promotion to the Women's Super League in 2025 (Getty)
Within two years, London City have disrupted women's football and have now set their sights on challenging for the WSL **** le. It has not come cheap: Putellas was a free transfer but is one of the highest-paid women's footballers in the world at around £1m per year. Before the new season, London City have also signed former England goalkeeper Mary Earps from Paris Saint-Germain and have built a team set on challenging **** nal and Chelsea's dominance in the capital. In terms of transfer fees within the WSL, only **** nal and Chelsea have come close to matching the £1m London City paid PSG for midfielder Grace Geyoro last summer. Their position is also a unique one. Of the 14 teams in this season's expanded WSL, London City are the only independent outfit with no affiliation to a men's club, yet their spending comfortably exceeds that of Manchester United and Liverpool, despite the riches that flow from the Premier League.
Kang is the driving force. The 67-year-old, who made her fortune through healthcare technology in the US, is an investor in the true sense of the word, believing in the untapped value and potential of women's sports. Her philanthropy has extended to making $30m and $4m donations to US Soccer and USA Rugby respectively, the latter just hours after watching the US women's rugby sevens team win bronze at the 2024 Paris Olympics. London City are likely to make a financial loss in their second season o
As well as the French champions, Kang owned two other teams as part of her multi-club Kynisca group, the US side Washington Spirit and the London City Lionesses, based out of Bromley and playing in the second tier of English women's football. Two years on, driven by Kang's vision and fuelled by her deep pockets, London City have secured promotion and undergone a remarkable makeover. From that Champions League final alone, they have signed not just Putellas, making the Spain international and World Cup winner the biggest overseas signing in Women's Super League history, but two of her Barcelona team-mates in Mapi Leon and Jana Fernandez. From sister club Lyonnes, London City have signed two of their starting forwards in Kadidiatou Diani and Delphine Cascarino, as well as midfielder Danielle van de Donk.
Michele Kang celebrates London City's promotion to the Women's Super League in 2025 (Getty)
Within two years, London City have disrupted women's football and have now set their sights on challenging for the WSL **** le. It has not come cheap: Putellas was a free transfer but is one of the highest-paid women's footballers in the world at around £1m per year. Before the new season, London City have also signed former England goalkeeper Mary Earps from Paris Saint-Germain and have built a team set on challenging **** nal and Chelsea's dominance in the capital. In terms of transfer fees within the WSL, only **** nal and Chelsea have come close to matching the £1m London City paid PSG for midfielder Grace Geyoro last summer. Their position is also a unique one. Of the 14 teams in this season's expanded WSL, London City are the only independent outfit with no affiliation to a men's club, yet their spending comfortably exceeds that of Manchester United and Liverpool, despite the riches that flow from the Premier League.
Kang is the driving force. The 67-year-old, who made her fortune through healthcare technology in the US, is an investor in the true sense of the word, believing in the untapped value and potential of women's sports. Her philanthropy has extended to making $30m and $4m donations to US Soccer and USA Rugby respectively, the latter just hours after watching the US women's rugby sevens team win bronze at the 2024 Paris Olympics. London City are likely to make a financial loss in their second season o
28 days ago
By Jonathan Sigal
TRANSFER TRACKER STATUS: Signing
Inter Miami CF have acquired midfielder Matías Galarza on loan from Argentine powerhouse River Plate through 2026 with a purchase option, the club announced Thursday.
The 24-year-old Paraguay international started four games at the 2026 FIFA World Cup and scored a game-winning goal vs. Türkiye. His efforts helped La Albirroja make the Round of 16.
Galarza spent the first half of the 2026 MLS season on loan with Atlanta United. He contributed one ****** ist in 10 matches (eight starts).
#tracker #Inter
TRANSFER TRACKER STATUS: Signing
Inter Miami CF have acquired midfielder Matías Galarza on loan from Argentine powerhouse River Plate through 2026 with a purchase option, the club announced Thursday.
The 24-year-old Paraguay international started four games at the 2026 FIFA World Cup and scored a game-winning goal vs. Türkiye. His efforts helped La Albirroja make the Round of 16.
Galarza spent the first half of the 2026 MLS season on loan with Atlanta United. He contributed one ****** ist in 10 matches (eight starts).
#tracker #Inter
