(Bloomberg) -- McKesson Corp. and the private equity firm Clayton Dubilier & Rice will buy Option Care Health Inc. for an enterprise value of about $5.8 billion, expanding into the medical infusion ***** e.
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#care

Following the London premiere, Caitríona Balfe was spotted in New York on Monday, where she continued to promote her new films, Tenzing and Sense and Sensibility on The Today Show.
TheStewartofNY/GC Images
The Irish actress, who is now working with Nicky Yates, was a walking masterclass in print mixing in Dries Van Noten.
The label is revered for its artistic approach to eclectic pattern mixing and vibrant visual storytelling, and we get to see that distinctive aesthetic in all its glory here. The silk wrap skirt alone is a masterclass in print mixing, combining oversized florals with panels of plaid and flashes of acid green.
TheStewartofNY/GC Images

#thestewartofny #caitr #balfe

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Credit: Amazon Prime
I think anyone with an Amazon Prime Video subscription probably understands that Alan Ritchson is jacked, whether or not they watched Reacher Season 4. The man is splashed all over the home screen on the streamer between his various movies and his very popular TV show. He's a big, fit guy, and as a gym girlie myself, I know this takes dedication and diligence. I just didn't realize the "high high volume" of reps he was putting in.
Ritchson recently sat down with Thomas DeLauer Podcast, and explain his strategy for staying swole. Some of this involves eating right and throwing in a lot of HIIT cardio with sprints and the Stairmaster, the latter of which does not always go over so well. Some of this is because he literally likes to do four sets at 25 reps of a given exercise.
Gym newbies are often taught to do three sets of eight for each exercise, and maybe push to nine or 10 before going up a plate or free weight. People who are more intermediate or advanced often throw in extra sets or increase reps at a lower weight to keep things interesting, so it's not like a giant surprise Alan Ritchson might do longer rep sets. BUT 100 reps for one exercise is a lot.

#ritchson #reps #exercise

Meghan Markle and Prince Harry's friend has reportedly suggested that the couple's recent romantic photos from their UK outing may carry a deeper meaning. The Duke and ***** ss of Sussex were recently photographed holding hands during a lunch date at a Cotswold pub. Notably, the outing marked the couple's first public appearance together since reportedly relocating back to the UK on August 26.
Prince Harry and Meghan Markle's friend told Rob Shuter that the photos from the couple's recent UK outing were taken with intention and purpose. For those unfamiliar, The Sun published exclusive images of the Sussexes on October 2, showing Harry and Meghan holding hands as they arrived at The Falkland Arms pub in the Cotswolds on October 1.
The couple opted for subtly coordinated dark-toned outfits, and both wore sunglasses during the outing. The "Suits" star wore an all-black ensemble with her hair loose, while the Duke of Sussex sported an olive-green fall jacket and a baseball cap.
The friend claimed, "This has Meghan's fingerprints all over it." The source explained that Markle is highly familiar with the worlds of media, photography, and publicity. According to the friend, she understood that the timing was right to send a pointed message to their critics and naysayers through the loved-up images.
A media insider also weighed in on the couple's recent UK outing, arguing that the paparazzi did not simply happen to capture the pair. Instead, the insider claimed that Harry and Meghan provided ample opportunities to be photographed.

#outing #duke

(Bloomberg) -- President Donald Trump said the US was looking into a suspected plague case in Russia following the death of a worker at a laboratory and would offer authorities there ******* istance.
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#Russia

Gigi Hadid posed pantsless in a new spread of photos.
She shared snaps from her latest editorial for Purple magazine.
Hadid swapped her signature beachy waves for tight curls.
Gigi Hadid completely transforms for her latest photoshoot. The supermodel ditched her signature beachy waves for tight curls to appear in Purple magazine.
Hadid, 31, shared multiple snapshots from the editorial on her Instagram feed. One image saw her lounging pantsless in a leopard print chair, pairing her long ringlets with a strapless leather corset. She layered the lace-up piece beneath a puffy bomber jacket, completing her look with stilettos.

#hadid #purple

Here is a look at the celebrities who attended Alessandro Michele's Valentino Antibiblioteca Spring 2027 show, with one notable absentee: Dakota Johnson, who was busy hosting Saturday Night Live this weekend.
Alexander Skarsgård and Zoey Deutch opted for the same Valentino animal print, but on very different coats.
Alexander loves looks that don't necessarily make sense, so his decision to pair his leopard-print coat with a pale-pink top, purple sweatpants and black loafers makes sense, ironically – but only on him. Zoey's version was far more cohesive, with the fur-trimmed coat and embellished bag making the print feel especially luxurious.
Hande Erçel and KUN approached Valentino plaid from opposite directions. We know Hande best for the glamorous gowns she wears at Cannes and Bvlgari events, so seeing this more relaxed side of her style is refreshing. KUN's plaid tweed jacket was considerably sharper, with the sculpted shape and gold **** ons giving his look a more dressed-up feel.
Jeff Satur and Joe Alwyn both made a case for Valentino bomber jackets. Jeff's red version naturally commanded more attention, while Joe kept things considerably more subdued, as we would expect from him.

#hande #plaid

Lady Kitty Spencer has had an action-packed few months. The daughter of Earl Spencer has enjoyed sun-drenched holidays alongside appearances at Milan Fashion Week.
At the weekend, Princess Diana's niece shared a beautiful picture of her three-year-old daughter, Athena, on her travels, wearing the sweetest white dress emblazoned with a pretty cherry print - a huge summer trend for 2026.
The frock featured the most adorable bow at the back, and Kitty's daughter added the cutest little sandals.
Little Athena looked so lovely in her cherry-print dress (@ kitty.spencer)
Kitty and her husband Michael Lewis, a billionaire fashion tycoon, married in 2021. The pair later went on to have a baby - their daughter, Athena.

#athena #spencer #cherry

Justin and Hailey Bieber's toddler son, Jack Blues, made a cameo in his father's pictures from the family's recent outing at a zoo. On October 3, the Canadian musician took to his official Instagram page to share a glimpse into his family life with his fans. This included pictures from his roaring-good adventures with his son.
Justin Bieber posted a new carousel of photos, bringing fans along for his adventures with son Jack Blues and their furry friends at the zoo. The cover photo captured Jack holding his dad's hand while they hung out with kangaroos. The Company crooner fed a baby kangaroo out of the palm of his other hand.
Bieber wore an off-white tee and white shorts, paired with a camouflage bucket hat and sporty sunglasses. Meanwhile, his son sported a ribbed white tank top and green shorts. The 12th slide showed Hailey Bieber holding her son in her arms as they fed a leaf to a giraffe. The Rhode founder wore a red baseball hat with her loose hair falling down her back. He captioned the photo dump with a single lip emoji.
In September, the 32-year-old shared adorable father-son moments on Instagram as the little one held onto his father's hand. He was wearing a green hoodie with relaxed trousers, while Jack Blues was dressed in a blue tee, denim, and a cerulean blue hat. In the caption, there was a single red heart.
The couple celebrated their son's second birthday on August 22. To celebrate the milestone, the runway star shared a carousel of photos featuring many sweet moments from the life of the family of three. She also included a clip of Jack Blues playing golf. He was wearing graphic-printed trousers and a matching full-sleeved tee as he swung the little golf club.

#jack #bieber #white #family

Björk and Mugler make a compelling match, particularly when you consider their shared fascination with nature, technology and transformation. But this collaboration goes far beyond simply wearing a fresh-off-the-runway look.
On the same day Miguel Castro Freitas presented his Mugler Spring 2027 Naturalia X collection, Björk wore a custom look for a DJ performance in Poland.
Her look combined the collection's purple **** erfly-print second-skin top with a black leather corseted high-waisted skirt, but it was the headpiece that connected Castro Freitas' Mugler with one of the house's most celebrated chapters. Björk wore a fringed feather creation from Thierry Mugler's legendary Les Insectes Spring 1997 Haute Couture collection.
That archive addition feels particularly apt considering Naturalia X explores the relationship between nature and technology, the artificial and the primal. Castro Freitas has also described Björk as a longtime inspiration.
Her involvement extended to the runway presentation itself. 'Öll Birtan' featured on the soundtrack, while excerpts from the Venus as a Boy and Possibly Maybe music videos appeared in Casper Sejersen's visuals throughout the venue.

#look #particularly

Celebrities have been everywhere this week. Lili Reinhart turns heads in leopard print during an afterparty at Paris Fashion Week, while Mikey Madison attends the world premiere of her new film The Social Reckoning in N.Y.C.
Here are the best photos of celebs out and about this week. Come back tomorrow for more of the latest A-list outings!
01 of 120
Lili Reinhart
Credit: Antoine Flament/Getty
Lili Reinhart turns heads in leopard print at the Miu Miu Womenswear show afterparty during Paris Fashion Week in Paris on Oct. 4.

#week #lili #fashion #heads

President Donald Trump has appointed far more federal judges who are under 40 than his predecessors — ensuring that his imprint on the judiciary will last for decades.
Over the course of his two terms to date, Trump has appointed 31 people in their 30s to federal judgeships, and at least two more are pending in the Senate, according to a POLITICO ***** ysis of government data. By contrast, President Joe Biden appointed 13 people in their 30s. President Barack Obama appointed just nine judges younger than 40 during his two terms.
A judge in his or her 30s can remain in place for as long as 60 years — there are multiple sitting judges in their 90s and one who is 102 — allowing the president who appointed them to leave a particularly long-lasting imprint on the courts.
"President Trump selects highly-qualified and credentialed judicial nominees who have passed the White House's rigorous vetting process. Wherever there are judicial vacancies, President Trump will select highly qualified nominees with great respect for our Constitution and rule of law to be confirmed expeditiously," White House spokesperson Lauren Bis said.
Trump's young nominees include Samuel Adkisson, an ***** ociate in the White House Counsel's Office who was 33 when Trump nominated him — making him one of the youngest people ever nominated to the federal bench. In his social media post announcing Adkisson's nomination, which is currently pending in the Senate, Trump praised his work on a case that resulted in the Supreme Court widening the president's power to control executive branch agencies.

#people #senate

Sofia Vergara brought her signature glamour to Paris Fashion Week as she stepped out for an intimate Bvlgari dinner on Friday October 2, 2026.
The 54-year-old actress turned heads at Chez Jacques Garcia in a plunging black and gold gown that hugged her famous curves before flaring into a dramatic mermaid-style hem.
The vintage Roberto Cavalli design featured an ornate baroque floral print, delicate spaghetti straps and a corset-inspired silhouette.
Sofia at the Bvlgari Dinner as part of Paris RTW Spring/Summer 2027 (@ WWD via Getty Images)
Sofia elevated the look with one of Bvlgari's instantly recognizable Serpenti necklaces, which coiled around her neck and added an extra dose of sparkle to the already opulent ensemble. She also carried a black clutch finished with jewel-toned detailing.

#sofia #dinner #vergara

Astronomers say they have directly detected the first-ever radio emission from a planet outside the solar system. The signal, however, is evidence of a colossal magnetic field — not intelligent life.
“I know radio signals are **** ociated with searches for extraterrestrial intelligence,” said Edo Berger, a professor of astronomy at Harvard University. “But this is something very different.”
The discovery, described in a new paper awaiting publication in a peer-reviewed journal, traces repeating radio bursts that appear to come from the exoplanet Beta Pictoris b, located 63 light-years from Earth — a short distance, astronomically speaking. The gas giant, about 12 times the mass of Jupiter, is one of three planets orbiting a young star that is 1.75 times as massive as the sun.
Processes **** ociated with the planet’s magnetic field produce the radio emission, according to Berger, a researcher at the Center for Astrophysics | Harvard & Smithsonian in Cambridge, Massachusetts. Specifically, the detection involves auroras similar to Earth’s northern lights — the spectacular displays sparked by magnetic storms involving charged particles from the sun. “In order to see radio waves that extend all the way to the frequencies that we observed, you need an incredibly strong magnetic field,” added Berger, a coauthor of the paper posted September 15 to the preprint platform ArXiv.
New evidence deepens mystery of moon’s ancient magnetic field

#radio #evidence

Perms, shoulder pads and sequins, the 1980s had some memorable style signatures that were worn by Hollywood icons like Maureen O'Hara, Shelley Winters and Doris Day, who were all in their sixties during this era.
But when you compare their style to how 60-something stars like Julianne Moore and Sandra Bullock look today, it couldn't be more different! Let's take a look…
1/12
Peggy Lee continued to perform during her sixties in the 1980s, and always maintained her signature glamorous look with a platinum blonde wig, animal print outfits and sequin embellishments. She even bedazzled a cane she used for mobility issues with sequins!
Now 65, actress Julianne Moore could easily be mistaken for being much younger with her gorgeous auburn hair and youthful style such as this double denim ensemble.

#look #moore #sixties #hollywood

Léa Seydoux has turned her relationship with Louis Vuitton into one of the most recognizable partnerships on the red carpet. The French actress became an ambassador for the fashion house in 2016, and its designs have accompanied her to film festivals, premieres and major awards ceremonies ever since. Her wardrobe can move from sharp tailoring to elaborate crystal covered gowns without losing its distinctive character. Classic French elegance remains at the center, but unexpected shapes, textures and details keep the looks contemporary. Over the years, Seydoux has shown just how versatile a long term relationship between an actress and a fashion house can become.
At the 2018 Cannes Film Festival, Seydoux demonstrated that versatility through several contrasting looks. For the premiere of Under the Silver Lake, she selected an off the shoulder Louis Vuitton column gown featuring a bold geometric pattern. At the screening of Girls of the Sun, she wore another fitted design with a high slit and dramatic neckline. That appearance carried additional significance as Seydoux joined dozens of women on the Cannes steps in a demonstration calling attention to gender inequality within the film industry.
Returning to Cannes in 2019 for Oh Mercy!, Seydoux moved away from the traditional evening gown. Tailored blue trousers, a fitted printed top and a defined waist created a polished alternative to conventional premiere dressing. Red lipstick and Chopard jewelry completed a look that felt sophisticated without relying on elaborate volume.
Her formalwear became increasingly dramatic at subsequent events. At the 2020 Academy Awards, Seydoux appeared in a sculptural white Louis Vuitton gown with a plunging neckline and heavily pleated skirt. For the Vanity Fair celebration afterward, she changed into a flowing red dress. At the 2021 premiere of No Time to Die, she embraced even greater spectacle in a shimmering silver Louis Vuitton cape gown covered with crystals.
The 2022 BAFTA Awards produced another intricate creation. Seydoux wore a strapless black velvet Louis Vuitton gown with a sparkling embellished skirt, continuing her preference for silhouettes that combine simple lines with labor intensive detailing.

#seydoux #cannes #premiere

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

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

Miranda Kerr was a sight to behold in a Stella McCartney cutout dress as she strutted down the runway at PFW. The Australian supermodel returned to the runway after a decade-long hiatus, embodying elegance as always. Photos and videos of her from the September 30 show have taken over the internet.
At PFW, Miranda Kerr turned heads with her return to the runway after a decade in a stunning Stella McCartney cutout dress. The ethereal sage green piece featured a padded, cap-sleeved bodice designed with strong, architectural shoulders that tapered sharply into fine vertical pleating across the chest. The bodice converged at the center of the waist into a knot detail, framing symmetrical side cutouts that revealed her midriff.
Furthermore, the back revealed a low-cut design with a gathered detail across the lower shoulder blades. Extending from the central waist knot was a floor-sweeping sash that flowed down the front of the skirt, pooling softly over her feet as she walked.
The skirt also featured horizontal ruching around the hips. It hugged her silhouette before falling into a fluid, straight column shape. The piece blended sculptural tailoring with soft, fluid draping.
Kerr paired the dress with metallic silver wedge sandals featuring transparent straps. The footwear matched the light color palette while elevating her frame. In her hand, she carried a textured, snake-print hard-shell clutch. Meanwhile, her beauty styling leaned into minimalist glamor to complement the serene tones of the dress.

#miranda #stella #mccartney #piece

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Coat season is here, and while autumn may have some reaching for their trench coats, Kylie Jenner just put her stamp of approval on another trending outerwear style: the car coat.
The it-girl approved staple has been having quite a moment. With its easy, light fit, mid-length design, and sleek silhouette, it makes for a totally versatile piece that goes well with just about anything. The style was born in the 1900s, and its name came as it was designed to allow easy movement for its wearer while driving or using transportation.
Now, decades later, the car coat has found its way to the hottest runways: Prada, Dries Van Noten, Lemaire, Meryll Rogge, and Tory Burch, to name a few. Even Burberry, best known for its polished khaki trenches, has reimagined the car coat with funky prints for the modern It girl (or It boy).
All this to say that Jenner's seemingly trivial outerwear choice—for her girls' night with Stas Karanikolaou at Sushi Park in Los Angeles—actually has a long and rich fashion history behind it. (Her sister Kendall Jenner is also a fan of the staple.)
The Khy founder styled her sharp beige car coat with a little white tee and straight-leg blue jeans in a light wash. For footwear, she traded her go-to thong sandals for a pair of strappy black heels. And to match, she carried a slouchy black leather tote. Rosy blush, paired with a bronze eye and lip, completed her effortless look.

#outerwear #name #black

Queen Máxima brought a romantic splash of color to her latest royal outing, offering inspiration for anyone still holding onto their favorite summer prints.
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#manhattan #brought

Jim Carrey may have just married Min Ah, but there's another special woman in his life — his only daughter, Jane Erin.
The star has kept his bond with his child out of the spotlight, but previously credited her for being one of the most important people in his life.
Here's what we know about the actor's offspring and the role she has played in his life.
Jane supported Jim during his hand and footprints cement ceremony on November 2, 1995 (@ Getty Images)
Jane was born to Jim and his ex-wife, Melissa Womer, in 1987. It was a whirlwind romance for Jim and Melissa who met at a comedy store. Jane was welcomed by the couple after they'd been married for six months.

#melissa #married #womer

Opening a Bible that once belonged to Thomas Jefferson, staff at the Smithsonian National Museum of American History in 2011 discovered a reddish-blond hair pressed between the pages. That hair, suspected to have belonged to Jefferson himself, launched a DNA investigation spanning more than a decade that’s now providing a long-missing puzzle piece regarding Jefferson’s relationship with Sally Hemings, an enslaved woman in his household.
After spending years reconstructing DNA fragments, scientists have revealed the most compelling evidence to date that Jefferson, a founding father of the United States, also fathered children with Hemings — a relationship that has been long rumored but never definitively proven. How that investigation unfolded is documented in the book “History by a Hair: Thomas Jefferson, Sally Hemings & Solving a 200-Year-Old Mystery,” written by Richard Kurin, a distinguished scholar and ambassador-at-large at the Smithsonian, and published on September 22.
Kurin is also senior author of a paper describing the methods that connected the former US president to Hemings’ descendants, which involved delving deep into the genetics of the Jefferson and Hemings family trees. The paper, published September 21 on the preprint platform bioRXiv, has not yet been peer-reviewed.
In addition to testing the hair found in the Bible, the researchers also collected genetic material from multiple confirmed samples of Jefferson’s hair, held in the collection of the Smithsonian. They compared that with DNA from descendants of multiple lineages: Jefferson and his wife Martha, Jefferson’s brother Randolph, and two of Hemings’ sons, Eston and Madison. (Hemings had four children who lived to adulthood, but only Eston and Madison claimed Jefferson as their father).
Matches in the DNA suggest the chance that Thomas Jefferson fathered at least one of Sally Hemings’ children was 99.96%.

#jefferson #children #bible #history

On September 9, 2026, Independence Realty Trust, Inc. (NYSE:IRT) and Centerspace announced a definitive all-stock merger agreement. It creates a combined middle-market apartment REIT with a pro forma equity market capitalization of about $5.0 billion and a total enterprise value of approximately $8.1 billion, encompassing more than 44,000 units.
The combined company will retain the Independence Realty Trust name and NYSE ticker "IRT." IRT's Scott Schaeffer continues as Chairman and CEO. The management projects the deal will be roughly 5% accretive to 2027 Core FFO per share for shareholders of both companies.
The merger gives Independence Realty Trust, Inc. (NYSE:IRT) higher scale and significantly broader geographic diversification. The combined company will own 44,354 apartment units across 163 communities in 17 states, with 58% of pro forma NOI coming from Sunbelt markets, 27% from the Midwest, and 15% from the Mountain West. The overall footprint reduces reliance on any single regional apartment market while keeping substantial exposure to markets with strong population and employment growth.
IRT can apply its existing value-creation strategy across a much larger portfolio. Its value-add renovation program has delivered about a 16% historical return on investment. The firm expects to grow its Wi-Fi initiative and other technology and income-generating programs across Centerspace's properties. Management also expects approximately $24 million in annualized synergies. It supports roughly 5% accretion to 2027 Core FFO per share on a leverage-neutral basis.
The all-stock structure allows the companies to chase greater scale without adding acquisition debt. IRT and Centerspace expect the combined company to retain BBB/BBB investment-grade credit ratings and maintain a well-laddered debt maturity profile. Centerspace shareholders will receive IRT shares and own approximately 22% of the combined company. It gives them exposure to the larger platform. Management also expects the transaction to improve access to capital markets and reduce the combined firm's cost of capital over time.

#management

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation "High NA" extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the newer machines use a smaller mask than ASML's widely deployed standard EUV tools.
ASML targets a pilot production line using the larger masks by 2031 and high-volume manufacturing readiness by 2033. Chief technology officer Marco Pieters said these changes could lift the productivity of these systems by roughly 40%.
The larger-mask project could create a new growth opportunity for ASML Holding N.V. (NASDAQ:ASML) while helping TSMC manufacture larger AI chips more efficiently. ASML plans to use its High NA EUV tools to handle chips as large as today's biggest data-center processors. The business expects the larger masks to increase system productivity by 40%. It could scale up demand for its next-generation equipment and help TSMC improve the economics of producing increasingly large and complex chips.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s planned use gives ASML a clear path toward commercializing the technology. TSMC plans to introduce High NA EUV into advanced-node high-volume production from 2030. ASML aims to show its larger-mask technology through a pilot line in 2031. TSMC's commitment could give ASML greater visibility into future equipment demand. Early use could help TSMC maintain its advanced-chip manufacturing advantage.
The collaboration could solidify both companies' positions as chipmakers develop larger and more powerful processors. ASML can extend its High NA roadmap beyond its current chip-size limitation. TSMC can prepare its manufacturing processes for the next generation of AI chips. The partnership gives ASML an opportunity to deepen its relationship with one of its largest customers and gives TSMC access to a technology that could support future advanced-chip production.

#asml #technology #plans #next

If you're trying to build a consumer-focused corner of your portfolio that can grow through a lot of different economic backdrops, three names stand out right now: Church & Dwight Co. (NYSE: CHD), YETI Holdings (NYSE: YETI), and Newell Brands (NASDAQ: NWL). Each of these is making deliberate moves in 2026 and into 2027 that communicate to me more about their future than any single rocky quarter's earnings line.
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 »
Church & Dwight has built its identity on everyday products like baking soda, laundry detergents, and cleaners that quietly show up in millions of homes. In May 2026, it moved to deepen that footprint by buying the Miss Mouth's Messy Eater brand, a fast-growing, non-toxic stain remover built for parents. It's a small thing on paper, but it fits this successful company's patterns: Keep layering niche, repeat-use products into an existing distribution machine instead of chasing flashy new categories.
The company's first-quarter 2026 update backs that strategy up. Organic sales rose 5% even though reported net sales were basically flat due to past portfolio pruning, per company management. Management described 2026 as a year of "volume-driven" organic growth, meaning they're focused on selling more units to real customers, not just leaning on price increases. On top of that, Church & Dwight extended its long dividend record yet again. Although it is not quite a Dividend King, it has consistently raised its dividend for 29 years.
For investors, my advice here is straightforward: Treat Church & Dwight as a core holding in a consumer bucket. It's unlikely to deliver fireworks in a single year, but it keeps making acquisitions to deepen its understanding of existing categories.

#flashing #organic

One of the world's largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.
With Apple (AAPL) stock trading near $337 a share, an owner might ask a simple question. The company has returned a fortune in cash while the stock has dramatically outperformed the market; was holding worth it, and can this machine keep running?
Over the last five years, Apple sent $510.4 billion in cash back to its shareholders. That sum, equal to about 10.3% of the company's current market value, is the largest capital return of any U.S. company Trefis tracks over that period. The question is what that extraordinary payout says about the business today.
The money printer is Apple's core business, which generated $136.68 billion in free cash flow over the last twelve months. In its most recent quarter, the company reported record June-quarter revenue, with iPhone sales growing 22% and Mac sales growing an impressive 29% from a year ago. Management noted that the iPhone and Mac were "both doing remarkably better than we thought they would do."
That operational strength funds the shareholder returns. The five-year payout was heavily weighted toward share repurchases, which totaled $434.5 billion, with another $75.9 billion paid in dividends. Apple's absolute dollar payout stands alone, even though the 10.3% of market value it returned sits well below the 16.9% median for S&P 500 companies.

#market

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ****** e, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company's SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity governance into the overall investigation process. The expanded partnership will facilitate security teams in lining up the identity insights with Falcon's existing security telemetry.
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.

#sailpoint #falcon #next

Tempe, Arizona-based First Solar, Inc. (FSLR) is a leading photovoltaic (PV) solar technology and manufacturing company. The company develops and manufactures solar modules using its proprietary thin-film semiconductor technology, offering an alternative to conventional crystalline silicon PV modules. First Solar operates a global manufacturing network spanning the United States, India, Malaysia, and Vietnam. With a market cap of $21.6 billion, the company is one of the largest solar manufacturers.
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
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On September 4, RTX Corporation (NYSE:RTX) announced that its Pratt & Whitney business was investing $25 million to expand its manufacturing facility in Niepołomice, Poland.
The site produces complex tubular ****** emblies for both military and commercial engines. The expanded facility will begin operations in 2028 and create over 120 jobs.
Niepołomice already delivers precision components for several engines, including the F135, Pratt & Whitney GTF, and the PW800. The initiative complements the $100 million investment announced in April to boost production and enhance capabilities at the company's facility in Rzeszów, Poland.
The capacity expansion reflects the company's confidence in sustained demand for both commercial and military engine production over the coming years, which is supported by a record backlog of $289 billion at the end of Q2, increasing 22% year-over-year.
This further strengthens RTX Corporation (NYSE:RTX)'s manufacturing footprint in Europe, especially in Poland – which is already the company's largest presence outside the U.S. with more than 9,500 employees. The expansion will enhance its regional supply chain capabilities.

#Manufacturing