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wolf950
2 days ago
Sydney Sweeney is getting into the holiday spirit with the latest drop from her lingerie and loungewear brand, SYRN. The actor fronted the campaign for the label's new "All I Want Is Plaid" collection from the Holiday Shop, bringing festive charm to every frame. The playful campaign featured cozy Christmas sets and stacks of wrapped presents.
For the campaign, Sydney Sweeney slipped into SYRN's Snow Problem Flannel Cami and Shorts Set, priced at $69. The matching plaid set featured a flannel cami with two front panels tied together at the bust, creating a flirty cutout effect.
The fitted silhouette hugged her frame while the coordinating plaid micro shorts sat comfortably on the waist with a pull-on design. An embroidered SYRN logo at the shorts' hem added a subtle finishing touch.
She layered the festive look with white thigh-high stockings and completed it with lavender-blue platform heels. A soft pale blue faux-fur-trimmed cape draped over her shoulders, making the outfit feel even more holiday-ready.
The campaign showed Sweeney balancing wrapped presents and posing among snow-covered Christmas trees. She playfully tangled herself in colorful string lights before the reel ended with the SYRN logo appearing on a vintage television.

#shorts
vr3oa
2 days ago
Chief Executive Officer Lip-Bu Tan purchased 150,000 shares of common stock across multiple trades priced between $64.71 and $64.74.
The strategic share acquisition follows Intel's Q3 2026 earnings release, which showed $16.5 billion in revenue, but shares suffered a sharp after-hours plunge driven by conservative fourth-quarter sales forecasts.
Investors are weighing cooling artificial intelligence capital expenditure (capex) cycles following a Democratic wave in mid-term elections.
Intel's (INTC) chief executive officer and director Lip-Bu Tan acquired 150,000 shares of common stock worth $9.7 million on Nov. 2 via his family trust, according to a regulatory filing on Wednesday.
Tan bought the stock through several open-market transactions at prices ranging from $64.705 to $64.735; the total investment amounted to approximately $9.71 million. The move could be seen as a vote of confidence as the semiconductor giant navigates supply chain pressures, fabrication hurdles at its Israel facility, and shifting demand in the personal computer market.

#shares #executive #million #market
wpusfugveh
3 days ago
US stocks jumped on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government.
The Dow Jones Industrial Average (^DJI) rose 3%, or over 1,500 points, while the S&P 500 (^GSPC) climbed 1.7%. The Nasdaq Composite (^IXIC) traded up by 1.6% amid a post-election relief rally.
Markets swiftly repriced a Democratic sweep of the House and Senate — and the potential for ballot measures and newly elected officials to restrict data center construction. Chip stocks, including Nvidia (NVDA) and Micron (MU), fell. Meanwhile, other parts of the tech sector offset some of those losses, with Apple (AAPL) and Microsoft (MSFT) each hitting all-time highs.
Investors will also be watching for policy actions on housing and pharmaceuticals in the aftermath of the election. As Yahoo Finance's Jared Blikre pointed out on Tuesday, midterm elections have a history of shaping stock performance in the near term but don't tend to move markets much over the long term.
On the economic front, ISM and S&P data showed that US services activity expanded at a slower pace in October as businesses continued to grapple with elevated costs. Private-sector hiring, meanwhile, continued to show strength in October as an ADP report indicated "pretty solid job growth."

#election #october #continued
7mlxx0kxz339ej8h
3 days ago
The AI building boom just ran into politics, or at least the stocks behind the buildup did. On Wednesday, the day after Democrats won control of the House and Senate, investors dumped the companies that build data centers and supply their power and cooling equipment. By midmorning, Modine (NYSE:MOD) was down about 24%, Sterling Infrastructure (NASDAQ:STRL) about 19% and Comfort Systems USA (NYSE:FIX) about 16%. Even the industry's giants weren't spared: Vertiv (NYSE:VRT) and GE Vernova (NYSE:GEV) were each down roughly 11% to 12%. Meanwhile, the S&P 500 climbed about 2%.
So, what spooked investors? And is this the kind of drop worth buying?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
A Democratic House was largely expected, so much of that was largely priced in, but one of the bigger shocks came from Texas, where Democrat Gina Hinojosa defeated Republican Gov. Greg Abbott after campaigning for an immediate moratorium on new data centers. That's a big deal, because Texas holds about 27% of the data center capacity planned in the U.S., according to Wells Fargo.

#NYSE #House
Husxm4wxKmUiE2gY
3 days ago
US stocks jumped on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government.
The Dow Jones Industrial Average (^DJI) rose 2.8%, or around 1,400 points, while the S&P 500 (^GSPC) climbed 1.7%. The Nasdaq Composite (^IXIC) traded up by 1.8% as Apple (AAPL) and Microsoft (MSFT) stocks touched record highs.
Markets swiftly repriced a Democratic sweep of the House and Senate — and the potential for ballot measures and newly elected officials to restrict data center construction. Chip stocks, including Nvidia (NVDA) and Micron (MU), fell more than 1%. Meanwhile, other parts of the tech sector offset some of those losses with Apple (AAPL) and Microsoft (MSFT) each hitting all-time highs.
Investors will also be watching for policy actions on housing and pharmaceuticals in the aftermath of the election.
As Yahoo Finance's Jared Blikre pointed out on Tuesday, midterm elections have a history of shaping stock performance in the near term but don't tend to move markets much over the long term.

#midterm #highs
2ovamodule
3 days ago
Sabrina Carpenter took Halloween dressing to another level this year, transforming herself into music legend Stevie Nicks. The singer embraced the rock icon's signature bohemian aesthetic with a dramatic all-black ensemble that looked straight out of the 1970s.
For Halloween 2026, Sabrina Carpenter channeled Stevie Nicks in a plunging dress featuring a fitted bodice, a V-shaped neckline, and a flowing asymmetrical skirt. The black dress hugged her waist before falling into layers of lightweight fabric, creating a dramatic silhouette. A thigh-high slit added another daring element, revealing her legs as she posed for photographs.
However, the most striking feature was the dress's sheer, cape-like sleeves. The flowing black fabric extended from her arms, creating a wing-like effect. Carpenter showed off the dramatic design in a rooftop photograph, standing with her arms extended against the evening skyline.
The singer completed her Stevie Nicks-inspired Halloween costume with a black top hat and a voluminous blonde hairstyle. Her shoulder-length curls, bangs, and softly layered locks closely resembled Nicks' signature look. She also opted for dramatic eye makeup, rosy cheeks, and a muted pink lip.
Meanwhile, Carpenter's Christian Louboutin heels added a luxurious finishing touch to the costume. According to the fashion account Sabrina Style Info, she wore the designer's Cassia Lace-Up Pumps, priced at $1,195. The black heels featured a platform-style toe, towering stiletto heels, and ribbon-like straps that wrapped around her ankles. The shoes also featured the brand's recognizable red soles.

#black #carpenter
stomp
1 month ago
Kohl's is rolling out steep discounts for customers as it struggles to turn around its sales.
The department store chain revealed in its most recent earnings report that its comparable sales decreased 0.9% year over year in the second quarter of 2026, while recent Placer.ai data showed overall visits to Kohl's stores declined 1.4%.
Kohl's CEO Michael Bender said on the August earnings call that the company is "operating in a challenging macroeconomic environment" where customers are "experiencing persistent financial pressures from inflation in their everyday expenses, like gas and food."
Against this backdrop, Kohl's has taken several steps to make its merchandise more affordable. It introduced Deal Bar and Toy Towers in stores earlier this year, featuring products priced below $10. It also priced thousands of back-to-school items under $25 in July.
In its latest effort to win over price-conscious customers, Kohl's has made its annual Kohl's Deal Days savings event more generous this year.

#year #deal #recent #placer
packe5
1 month ago
As Christmas nears, the festive season has sparked a intriguing royal showdown. Meghan Markle's $148 advent calendar has been met with surprising competition from Buckingham Palace. The news comes days after Markle expanded her lifestyle brand, As Ever, with the limited-edition holiday countdown box inspired by her Montecito home.
Buckingham Palace has entered the Advent calendar market with a product priced far below Meghan Markle's $148 version.
As reported by the Daily Express, the calendar is available now from the Royal Collection Trust. It claims to "capture the magic of the festive season" across three royal residences, including Windsor Castle and the Palace of Holyroodhouse. Priced at only £12 ($15.87), the calendar offers 24 milk chocolates, the same count as Markle's luxury edition.
The artwork for the royal chocolate Advent calendar shows a richly adorned Christmas tree finished with a crown ornament, accompanied by a pair of Union Jacks. The illustration also features ceremonial guards who "stand watch at these iconic locations."
The Palace has also released an empty, fill-it-yourself version, which displays a winter illustration of its London residence on a white box. The design is fully customizable, allowing buyers to place their own treats behind each of the 24 doors.

#calendar #christmas #season
cepdf_7spp7sv
1 month ago
The move aimed to lower costs for farmers weeks before the midterm elections.
President Donald Trump has issued an executive order that makes a specific kind of tax-exempt diesel fuel reserved for farm and construction equipment available to a broad set of road vehicles in an effort to reduce overall diesel costs.
The type of diesel, known as dyed diesel, is exempt from a 24.4-cent per gallon federal tax, making it a lower-priced option than regular diesel. Some states expanded access to dyed diesel in a similar fashion over recent weeks, providing relief from state diesel taxes.
Dyed diesel is nearly identical to regular diesel, besides a small amount of dye used by law enforcement officers and inspectors to ensure only permitted vehicle owners avail themselves of the fuel.
The executive order on Monday came weeks ahead of the midterm elections, targeting costs ****** ociated with a fuel vital to the supply chain for everything from groceries to clothing to electronics.

#Diesel #fuel #lower #executive
RC0gpkcK0
1 month ago
Disney raised prices on many of its theme park offerings today, coinciding with the start of the company’s new fiscal year. But consumers aren’t pushing back the way they did a few years ago.
Disney’s price hikes are an annual October ritual for the company, and it’s always a tricky balancing act between increasing revenue and consumers’ willingness to pay.
Many ticket types, passes and add-ons at Disneyland are not increasing at all this time. But premium products are getting more expensive, like the highest-level, skip-the-line service at Walt Disney World, which could now run just shy of the $500 mark during peak demand.
It’s a reflection of the company’s strategy: Spread the price boosts across different audiences, while leaving bottom-tier prices - like the slowest season, one-day, one-park tickets - unchanged.
Its theme parks strategy, Disney said, has evolved over time. Higher-priced premium products and add-ons, alongside targeted discounts and a refresh of older attractions, allowed the company this summer to generate the strongest parks and cruises revenue in two years.

#disney #company #consumers
juhamewezevejduzos87
1 month ago
At the end of 2025, Warren Buffett stepped down from his longtime position as the CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB). Over the 61 years he ran the company, the stock produced incredible returns for shareholders, rising by more than six million percent. Over the same span, the S&P 500 index (SNPINDEX: ^GSPC) gained 46,000%.
Clearly, Buffett earned the nickname the "Oracle of Omaha." But can you still benefit from his investment wisdom now that the 96-year-old investor is no longer with Berkshire Hathaway? You sure can!
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Buffett's investment approach is deceptively simple to explain. He liked to buy well-run businesses while they were attractively priced. Then he liked to hold for the long term, so he could benefit from the growth of the businesses in which he invested. That's something that any investor can do. And while all investment approaches go in and out of favor over time, this one has clearly proven itself to be a long-term winner.
That said, Buffett was also highly selective. He once described investing as a baseball game where they don't call ******* and strikes. His point was that you don't have to swing at every pitch, even though you should have a diversified portfolio. The Motley Fool recommends 50 stocks as a good portfolio size, but there are thousands of investments you could choose from. Once again, Buffett's advice is very good: Be selective.

#hathaway #once #investor
oOKheyxKazBNKEfT
1 month ago
Meghan Markle is reportedly taking a strategic approach to As Ever's latest holiday launch after facing setbacks with previous products. The brand founder recently unveiled her first-ever Holiday Advent Calendar in collaboration with Compartés. Priced at $148, the festive box has reportedly generated excitement for Markle, though sources claim she is being particularly calculated with the new release.
Meghan Markle is reportedly "trying to be strategic" with the launch of As Ever's new Holiday Advent Calendar. The official As Ever page recently shared a photo of the festive box, captioning the post, "A little holiday magic is on its way. 24 days of sweet surprises, made for the joy of anticipation."
The Advent Calendar features 24 handcrafted chocolates housed in a designer box inspired by Markle's home and garden in Montecito. The holiday offering is a collaboration with Los Angeles-based chocolatier Compartes, with the chocolates incorporating flavors from As Ever's signature spreads, including strawberry, blackberry, raspberry, and orange marmalade.
Each piece also features a countdown number written in Markle's handwriting and is hand-painted with edible gold **** er. For now, the Advent Calendar is available exclusively for pre-order. A source told Star Magazine that Markle is a fan of delicious, high-quality chocolate.
However, the source noted that advent calendars often contain chocolate that is not particularly high quality. With her latest offering, Markle allegedly believes she has created something "beautiful and festive."

#calendar #latest
DCRqbKmdZA
1 month ago
Travis Kelce turned his walk into the stadium into a luxury fashion moment, arriving for the Kansas City Chiefs' latest game in an outfit reportedly worth close to $100,000.
Kelce, 37, wore the look ahead of the Chiefs' game against the Las Vegas Raiders at Allegiant Stadium on Sunday, October 4, according to E! News. The NFL star wore a striped black Tom Ford set valued at nearly $7,000, along with Chelsea boots priced at close to $3,000.
His accessories pushed the total much higher: People reported that Kelce carried a $6,500 Bottega Veneta duffle bag and wore Jacques Marie Mage Leonard Aviator sunglasses worth about $1,000. The biggest expense was on his wrist: a Cartier watch valued at about $77,000.
Xavier Collin/Image Press Agency / MEGA
Kelce's wife, Taylor Swift, is a Cartier fan, too. The Grammy-winning pop star, 36, has repeatedly worn pieces from the jeweler, including a Cartier Santos Demoiselle watch and a Panthère de Cartier necklace, according to GQ. She also accessorized her surprise appearance for Dakota Johnson's Saturday Night Live hosting stint on Saturday, October 3, with a Cartier Love Unlimited bracelet, Page Six reported.

#cartier #kelce #chiefs
orbit63166
1 month ago
Nashville has long been home to some of the most recognizable names in R&B and country music, but over the last few years, celebrities from a variety of industries have flocked to the Music City.
As the city has continued to grow, it has earned a reputation for its distinct brand of laid-back luxury, offering residents a bustling culture, mild weather, and a reasonably-priced cost of living.
It's no surprise that more than a few famous transplants have decided to relocate to this hospitable location.
From podcasters who can record from a home studio to stars of the silver screen who seek a quieter pace of life for their families, there are plenty of valid reasons why celebrities are ditching the more popular choices of Los Angeles and New York City to start fresh in Tennessee.
See which notable people have recently traded in their former residences for Nashvilian status.

#music #celebrities
JQkOGe
1 month ago
Dakota Johnson was a sight to behold in a Yana Matkivski set as she posed for promo ahead of her "Saturday Night Live" hosting debut. Recently, the actress stepped out in New York City, embodying minimalist glamour as always. Photos and videos of her from the promo shoot have already made the rounds online.
For the outing, Dakota Johnson turned heads in a stunning Yana Matkivski two-piece set. The sage-green satin top featured a structured, high-neck bodice designed with sharp cap sleeves that tapered cleanly into a fitted torso. The fabric converged at the hip into a cropped hem, framing the waistband of the matching skirt beneath it.
Furthermore, the Helen Mini Skirt revealed an exceptionally short hem that sat high on her thighs. Extending from the waistband, the satin fabric skimmed smoothly down her hips, falling softly over her legs as she walked.
The skirt also featured a fitted, straight-cut silhouette with no added volume or pleating. It hugged her hips before ending in a clean, minimalist line above the knee. The pairing blended structured tailoring with soft, fluid satin.
Johnson paired the set with serious sparkle, opting for Marlo Laz's Natasha Diamond Bracelet, a two-tone piece lined with round diamonds, priced at $26,000. On her finger, she added Jessica McCormack's 0.90ct Diamond Golden Snake Ring, valued at $33,500. Meanwhile, her beauty styling leaned into minimalist glamour to complement the muted tones of the set.

#dakota
2ovamodule
1 month ago
Sofia Vergara delivered one of her most elegant looks while attending Bulgari's latest dinner event. The Colombian actress later shared glimpses from the evening on Instagram, giving fans a closer look at her archival Roberto Cavalli ensemble. Vergara effortlessly turned heads in a plunging, string-strap moment, proving once again that vintage glamour can make the biggest impact.
For the outing, Sofia Vergara wore a Roberto Cavalli gown in a black and gold baroque floral print. The fitted design featured a plunging neckline held up by thin spaghetti straps. The bodice followed her figure before flaring into a ruffled mermaid hem.
The actress complemented the statement dress with Bulgari's Tubogas Clutch. Vergara carried the bag in black leather, though the design is also sold in a gold striated calf leather colorway, priced at €6,500. The iconic Tubogas handle, done in gold-plated brass, comes embellished with colored cabochon stones and zirconia across both versions.
Vergara layered in Bvugari's Serpenti Necklace, a two-coil design crafted in 18kt rose gold. The piece features 3.63 carats of pavé diamonds along the snake's head and tail, with black onyx eyes finishing the design. Made in Italy with a 40cm chain, the necklace retails for $90,000.
She also added a gold cuff bracelet to her wrist, layering in one more dose of shine alongside the Serpenti piece. Her glam stayed warm and glowing, featuring bronzed skin, softly sculpted cheeks, and a glossy nude lip. Vergara wore her dark brunette hair down in loose waves, letting it fall freely past her shoulders. The look was shared on Instagram, with the post crediting the vintage Roberto Cavalli gown alongside both Bulgari pieces by name.

#sofia
n4v4jiwi1crk6ks
1 month ago
Sofia Vergara delivered one of her most elegant looks while attending Bulgari's latest dinner event. The Colombian actress later shared glimpses from the evening on Instagram, giving fans a closer look at her archival Roberto Cavalli ensemble. Vergara effortlessly turned heads in a plunging, string-strap moment, proving once again that vintage glamour can make the biggest impact.
For the outing, Sofia Vergara wore a Roberto Cavalli gown in a black and gold baroque floral print. The fitted design featured a plunging neckline held up by thin spaghetti straps. The bodice followed her figure before flaring into a ruffled mermaid hem.
The actress complemented the statement dress with Bulgari's Tubogas Clutch. Vergara carried the bag in black leather, though the design is also sold in a gold striated calf leather colorway, priced at €6,500. The iconic Tubogas handle, done in gold-plated brass, comes embellished with colored cabochon stones and zirconia across both versions.
Vergara layered in Bvugari's Serpenti Necklace, a two-coil design crafted in 18kt rose gold. The piece features 3.63 carats of pavé diamonds along the snake's head and tail, with black onyx eyes finishing the design. Made in Italy with a 40cm chain, the necklace retails for $90,000.
She also added a gold cuff bracelet to her wrist, layering in one more dose of shine alongside the Serpenti piece. Her glam stayed warm and glowing, featuring bronzed skin, softly sculpted cheeks, and a glossy nude lip. Vergara wore her dark brunette hair down in loose waves, letting it fall freely past her shoulders. The look was shared on Instagram, with the post crediting the vintage Roberto Cavalli gown alongside both Bulgari pieces by name.

#vergara #roberto #cavalli #sofia
Table_0242
2 months ago
IonQ (IONQ) is a quantum computing company whose stock has been a favorite among speculative buyers and high-volatility traders, thanks to its high beta (3.30 over the last 60 months) and news-driven price action. It's not uncommon to see the stock swinging by double-digit percentages around news, earnings, partnership announcements, or sector sentiment shifts.
But today, we have a rare event.
Domino's Pizza Stock Is Dirt Cheap, With 30% Potential Upside - What's the Best Play?
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ***** ysis, and headlines.
IonQ, the volatile quantum stock, is now sitting at 0% IV rank. That means options on IONQ are priced much cheaper than they have been historically, creating an opportunity to go long.

#quantum #high #pizza #best
qkwnlxedfccnhmmu
2 months ago
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world's refining capacity and tightened supplies of gasoline, diesel, and jet fuel.
While there are now investor concerns that the stock may have topped out, Wall Street sees further upside ahead. On September 14, Morgan Stanley ******* yst Joe Laetsch significantly boosted the firm's price target on VLO from $255 to $411, while maintaining an 'Equal Weight' rating on the shares. The revised target implies an upside of almost 4% from the current levels and even exceeds the stock's all-time high of just under $400 per share.
The higher price objective is supported by the possibility that Valero can translate the favorable refining environment into material earnings and cash flows. The company did exactly that in the second quarter, when it posted its highest-ever Q2 profit and topped Wall Street expectations.
It seems like the high-margin environment is here to stay following a fresh wave of attacks between the US and Iran. Even if the attacks stop and a potential peace agreement is achieved, the damaged or idled refineries in the Middle East are likely to take some time to return to full operations, keeping refined-fuel markets relatively tight. Notably, the supply disruptions also extend beyond the troubled region, as a recent series of Ukrainian strikes on Russian refineries has further constrained global refining capacity.
Valero's FCC Unit optimization project at its St. Charles Refinery will allow it to capitalize even further on the high-priced environment. Expected to be completed in the third quarter, the $230 million initiative will help enhance the facility's ability to produce high-value products.

#even #environment #wall #strong
vcTlD
2 months 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
chunky9
2 months ago
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
521frostso
2 months ago
Accenture (ACN) stock has gone down for a year while the market has gone up. At around $190, it sits toward the cheap end of its own ten-year history on earnings. The risk sits in what those earnings are made of.
Accenture Stock Is Already Priced For Bad News
Accenture stock is down about 17% over the past year, while the S&P 500 gained about 17%. The stock has recovered some of that ground over the past three months. It trades at about 15 times earnings.
The question is whether the market has marked down the right thing.
But Accenture's Operating Margin Is At The High End Of Its Range

#accenture #down #market
mix_0157
2 months ago
Volkswagen has dramatically cut its 2026 profit outlook as deteriorating business in China, restructuring costs and a multibillion-euro writedown at Porsche pile pressure on Europe's largest automaker.
The German carmaker now expects an operating margin of no more than 1% this year, down from its previous forecast of at least 4%, according to Bloomberg. Volkswagen shares fell more than 7% following the announcement, dragging other automakers lower.
VW expects around €10 billion ($11.5 billion) in charges this year, including restructuring costs ****** ociated with workforce reductions and writedowns on Chinese ****** ets. The total includes a €6-billion writedown related to Porsche, reflecting revised long-term expectations for the sports-car maker.
Excluding the exceptional charges, Volkswagen said its operating margin would be around 4%.
China represents one of the biggest challenges. Volkswagen CFO Arno Antlitz said the market has contracted by around 20%, with no stabilization currently in sight. Chinese automakers are simultaneously taking domestic market share and expanding into Europe with competitively priced electric vehicles.

#porsche
moyi_wehi_qezo_wnc7
2 months ago
Meta Platforms (META) has spent most of 2026 trading near $648 while the business behind it delivered record quarterly revenue. That growing mismatch has drawn a wave of ******* ysts who believe the stock is meaningfully underpriced.
Second-quarter revenue reached $60.8 billion, up 28% year over year, with a 31% operating margin, Meta's earnings press release confirmed.
At a forward price-to-earnings (P/E) ratio of 19, the stock trades below the S&P 500's approximately 22 times forward earnings.
Reaching $900 would require roughly 39% upside from current levels. Whether the target is realistic depends on how quickly Meta's artificial intelligence spending produces revenue beyond its advertising business.
Meta's advertising technology is producing gains that rival any growth story in big tech. Internal model upgrades drove an 8.3% lift in ad clicks and a 15.7% conversion gain on Facebook last quarter, 24/7 Wall St reported.

#business #year
FVaHWZvDQKdRe
2 months ago
Interested in Cardinal Health, Inc.? Here are five stocks we like better.
Cardinal Health expects growth to normalize in fiscal 2027 after fiscal 2026 benefited from unusually strong specialty growth, customer onboarding, acquisitions and solid healthcare utilization. Management said all five operating segments delivered double-digit earnings growth in fiscal 2026.
The company is expanding its specialty and at-home healthcare strategy through MSO platforms, bolt-on acquisitions and diabetes-related deals. Strive Medical has closed, while the AdaptHealth diabetes acquisition is expected to close in the second half of fiscal 2027, strengthening Cardinal's continuous glucose monitoring business.
Cardinal is prioritizing automated, small-parcel distribution of higher-value at-home products and plans to add three more automated distribution centers. Management also said cash flow was strong in fiscal 2026, putting the company about 90% of the way toward its previously announced $10 billion objective.
Cardinal Health Earnings: Can Perfection Get Priced In Twice?

#acquisitions
xiztkyvuntdcnwe
2 months 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
vvululrakpacil42
2 months ago
GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as "wired to win" and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company's utility exposure extends beyond AI power demand alone. That diversification is a real consideration, but it does not directly address the concern raised by GLJ Research. The firm's Sell rating is not based on doubts about AI-driven power demand. Instead, GLJ Research argues that GE Vernova is still a fundamentally cyclical gas-turbine manufacturer, while its current valuation reflects an **** umption that the ongoing boom can remain permanent.
GE Vernova shares stabilized after an 8.5% decline triggered by GLJ Research's new Sell rating and broader concerns that a slowdown in AI spending could weigh on the company's order book. Bernstein **** yst Sunaina Ocalan directly challenged the view that GE Vernova's outlook depends mainly on AI infrastructure spending:
While data center orders were $5 billion in H1 2026, or about 38% of electrification orders, the remaining 62% was utility-driven. Utility spend should continue to grow, supported by grid reliability and resilience investments. A slowdown in data center demand may alleviate generation bottlenecks but would do little to address existing grid constraints.
Bernstein continues to rate the stock a Buy with a $1,298 price target, while nearly 80% of **** ysts covering GE Vernova also have a Buy rating. In a separate development, the company announced a wind turbine supply agreement with Eurus Energy Holdings in **** an.
GLJ Research's Gordon Johnson argued that GE Vernova's turbines being sold out does not justify the stock trading at roughly 38.9x forward EV/EBITDA at the time the report was released. Johnson described the company as "a cyclical gas turbine manufacturer priced as a secular compounder," highlighting the premium valuation placed on a fundamentally cyclical business. His model estimates 2027 EBITDA at $7.42 billion, which is 22% below Wall Street consensus. The lower forecast is partly based on the timing of turbine orders, as equipment scheduled for 2027 delivery was ordered in 2024, before the company introduced its more recent price increase.

#bernstein #turbine #Stock #data
jf_8_bjzjws
2 months ago
Property and casualty insurer Progressive (NYSE: PGR) is probably best known for selling auto insurance. That's a highly competitive segment of the industry, but the company has proven its chops, reporting a strong combined ratio of 87.3% in the second quarter of 2026. Is the roughly 10% pullback from the 52-week high, and about 25% drawdown from 2025's peak, as of this writing, enough to make the stock a buy? Probably not if you are a value investor.
The combined ratio is a measure of profitability in the insurance sector, with numbers below 100% indicating that a company is earning more from premiums than it costs to support those premiums and cover claims. Progressive has a strong history of running its business well on this front. Basically, it is a good business. But paying too much for a good business can turn it into a bad investment, as Benjamin Graham was fond of saying (Graham notably helped train Warren Buffett).
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 »
So the real question here is whether the drawdowns noted above were sufficient to make Progressive's valuation attractive. The answer there isn't clean cut. For example, the price-to-sales ratio of 1.4x is in the middle of the historical range of roughly 0.5x to 2.2x. If anything, the P/S ratio is kind of toward the high side. The same general story holds with the price-to-book ratio. So these two metrics hint at a stock that isn't expensive, but it also isn't trading at bargain-basement prices.
The price-to-earnings ratio is a bit more positive, with the 11.1x P/E toward the lower end of its historical range. And the average insurance company has a P/E ratio of around 11.8x, so this makes Progressive look reasonably priced. Only Progressive's P/B ratio is 3.7x compared to the industry average of 1.7x, so the broader industry comparison still isn't a clear-cut win.

#ratio #progressive
dashna
2 months ago
Burford Capital Limited (NYSE:BUR) announced on September 14 that its indirect, wholly owned subsidiary, Burford Capital Global Finance LLC, priced $300 million of 8% senior secured notes due 2029. Closing is expected September 17, subject to customary conditions.
Net proceeds and existing cash are intended to redeem the subsidiary's 6.25% unsecured notes due in 2028. The transaction would move this maturity into 2029, with a coupon 175 basis points higher.
The September 14 offering announcement confirmed $400 million of outstanding 2028 notes, making the cash contribution central to the refinancing. Burford Capital Limited (NYSE:BUR) said it expected to issue a conditional notice targeting September 24, 2026, for redemption of all $400 million, subject to successful completion of the $300 million financing.
For Burford Capital Limited (NYSE:BUR), refinancing ahead of maturity creates more room for litigation investments to generate cash. Court proceedings, settlements, and collections follow uncertain schedules. Reducing dependence on a particular realization date could help management preserve investment value.
Redeeming the confirmed $400 million balance with $300 million of replacement notes would reduce gross principal by $100 million. Calculated annual coupons would fall from $25 million to $24 million, before fees and other financing costs.

#capital #september #NYSE
nova
2 months ago
It's hard to overstate how important the Model Y was for Tesla's (NASDAQ: TSLA) overall growth journey. Today, that model alone accounts for more than 90% of Tesla's vehicle sales. The Model Y allowed Tesla to significantly expand its sales base, which, in turn, enabled the company to scale its production facilities to reach economies of scale -- the driving force behind Tesla's 24-quarter streak of consecutive profits.
In short, the Model Y is one of the biggest factors behind Tesla's current $1.1 trillion market capitalization.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Rivian Automotive's (NASDAQ: RIVN) valuation, meanwhile, still hovers just above $20 billion. This valuation gap has many causes. But for years, the biggest issue was that Rivian lacked an affordable vehicle priced for the masses like the Model Y. Rivian addressed that problem this summer when it began deliveries of its R2 SUV -- its first vehicle priced under $50,000.
Next month, investors will get the first meaningful update on how Rivian's sales and production capacities are scaling for the R2. Here's exactly what you should be paying attention to.

#rivian #signal

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