Nike (NKE) trades at $39, and Bernstein's $72 target implies 84% upside despite insiders selling across 13 transactions with zero open-market purchases.
On Holding (ONON) leads peers with 45% consensus upside, while Deckers (DECK) held up best, falling just 12% as HOKA keeps growing double-digits.
Running posted 5 straight double-digit growth quarters and gained market share, but China dropped 17% and Converse collapsed 32%, fracturing Nike's turnaround story.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nike didn't make the cut. Grab the names FREE today.
Nike (NYSE:NKE) trades at $39.09, while Wall Street's average price target sits at $50.66, an implied upside of roughly 30%.

#trades

DELL specializes in information technology infrastructure, workforce transformation, and technology connectivity solutions, with AI servers under heavy demand currently. In its first-quarter fiscal 2027 earnings report, Dell showed a record $43.8 billion in revenue (an 88% year-over-year gain), $16.1 billion in AI server revenue, non-GAAP per-share earnings of $4.86 (a 214% gain), and $2.1 billion returned to shareholders through repurchases and dividends. The company reports again on Sept. 3.
It's no wonder DELL shares are up 281% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Institutional volumes reveal plenty. In the last year, DELL has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in DELL shares. They reflect our proprietary inflow signal, pushing the stock higher:
DELL has experienced almost nothing but inflows from institutions, boosting shares over 245% in the last year. Source: www.moneyflows.com

#billion #shares #moneyflows

Gottheimer's CRWD and PANW purchases sit inside a professionally managed Morgan Stanley account, making them an advisor's rebalancing move, not a congressional stock tip.
The STOCK Act doesn't distinguish managed from self-directed accounts, leaving the conflict between Gottheimer's classified cybersecurity briefings and his equity holdings legally intact.
CrowdStrike and Palo Alto surged 104% and 121% over the past year, proving the AI-driven cybersecurity thesis stands on its own without any congressional signal.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Rep. Josh Gottheimer, the New Jersey Democrat who serves as Ranking Member of the House Intelligence Committee's National Security Agency and Cyber Subcommittee, disclosed purchases of three pure-play cybersecurity stocks in a periodic transaction report filed August 10, 2026.

#Stock #purchases #morgan

Payments on cryptocurrency-focused cards has more than doubled from a year earlier to reach $759 million U.S. in July.
Spending on crypto cards increased 2.5 times in July from a year earlier supported by nearly nine million purchases settledthrough dollar-backed stablecoins, according to venture capital firm Andreessen Horowitz.
The monthly amount being spent on crypto cards has risen from less than $1 million U.S. in October 2023 to more than three-quarters of a billion dollars today.
More From Cryptoprowl:
MEXC July TradFi Trading Shifts Toward AI Storage as SNDK Futures Volume Surges More Than 15x Times

#july #cards #million

Synchrony Financial announced an enterprise collaboration with OpenAI on Monday aimed at embedding its financing products, rewards, and loyalty programs into AI-native shopping and checkout experiences inside ChatGPT.
According to CNBC, the partnership focuses on making Synchrony's store cards — covering brands such as Amazon, Walmart, and Lowe's — available for use inside ChatGPT, so shoppers can check out without being redirected elsewhere. Maran Nalluswami, Synchrony's chief strategy and business development officer, said that getting general-purpose cards functioning within ChatGPT will take roughly six to 12 months, and that integrating private-label store cards — which work only at specific retailers — could take longer because it requires additional coordination with those brands.
"What happens today is the transaction doesn't cleanly happen yet at the provider like OpenAI," Maran Nalluswami said. "We want to ensure that if a transaction's going to happen in that ecosystem, our cards are loaded up in the right spots to ensure that that transaction finishes."
Several obstacles remain before in-chat purchases become routine. Broad adoption also faces a trust gap, as many shoppers are reluctant to give AI platforms access to their payment details or to let automated agents finalize transactions for them, according to CNBC. How revenue from in-chat purchases would be divided among Synchrony, OpenAI, and the underlying retailers is another unresolved issue, with Maran Nalluswami acknowledging that those economic terms have yet to be worked out.
Synchrony also said it is in talks with Anthropic's Claude and Google's Gemini about embedding its cards in those platforms.

#cards #nalluswami #according

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Fifty-four percent of U.S. households saved no money last month, EY-Parthenon found in a survey, highlighting how the rising price for gasoline and other goods is undermining consumers' buying power.
One out of five households spent more than it earned and tapped debt or savings to cover expenses, EY-Parthenon said. Seventy-two percent of consumers identified dining out, apparel, beauty and personal care, and other discretionary categories as candidates for spending cuts.
"Many households are maintaining stability through spending trade-offs, delayed purchases and the use of savings or debt," Mark Chambers, the retail sector leader for EY Americas, said in a statement, while noting consumers' "resilience."
Consumers are altering their outlays to cope with persistent price pressures. Inflation rose 3.4% on an annual basis last month after increasing 3.5% in June, even as energy prices during July fell 1.5%, the Bureau of Labor Statistics said Wednesday.

#consumers #daily #last

On August 6, Cable One (NYSE:CABO) walked investors through a quarter that reads like two different companies. Residential broadband customers kept leaving, yet management pointed to improving connect trends, rising average revenue per user, and an aggressive debt paydown as signs the business is stabilizing underneath the subscriber losses. The result is a report that gives both the bulls and the bears real ammunition.
Cable One's acquisition numbers moved in the right direction in the second quarter. Connect activity improved sequentially from the first quarter and grew in each month of Q2, and door-to-door sales have more than doubled as a share of quarterly connects over the past year. Residential broadband ARPU also rose sequentially, lifted by promotional roll-offs, changes to the AutoPay Plus program, and customers adding higher-value products. Essentially all of Cable One's network can already deliver gigabit speeds, and the company expects most customers on multi-gig infrastructure by year-end, upgrades it credits to disciplined investment rather than new capital spending.
Business services found firmer ground too, with enterprise, wholesale, and carrier offerings benefiting from long-term contracts and recurring revenue, and Cable One rounded out that lineup with a new unified communications product called UCaaS. Underneath all of it, the company cut its debt balances by $63 million in the quarter, close to $60 million of that through voluntary repurchases at a discount, pushing year-to-date debt reduction to nearly $130 million with $700 million still undrawn on its revolver.
The subscriber numbers remain the core problem. Cable One lost 17,000 residential broadband customers in the second quarter as elevated churn persisted, and residential data revenue fell 7.3% year-over-year on a 6.6% drop in subscribers even as ARPU held roughly flat. Total revenue slid to $348.9 million from $381.1 million a year earlier, and the SMB broadband business stayed under pressure while business data revenue fell 6.6% year over year, partly reflecting tower ****** ets the company sold earlier in the year.
Profitability moved the wrong way as well. Adjusted EBITDA fell to $173.5 million, or 49.7% of revenue, down from 53.3% of revenue a year earlier, while capital expenditures climbed to $74 million, up $5.6 million year-over-year. That combination pushed adjusted EBITDA less capex down to $99.5 million from $134.8 million a year ago. Cable One also booked non-cash impairment charges tied to its franchise agreements, goodwill, and its MBI investment, and net leverage stood at 4.2 times against a gross debt load of $3.06 billion, as management flagged continued competitive intensity in fiber overbuild markets.

#million

Indianapolis Colts fans may not have cracked the top half of a new overall NFL fandom ranking, but they rose to the surface when it came to engaging with their team online.
Nielsen unveiled its inaugural Scarborough NFL Fandom Index this month, evaluating NFL markets through eight different measures of fan engagement.
Indianapolis finished 17th overall in the index, but ranked fourth among NFL markets in social media engagement, via the Nielsen data.
Nielsen specifically described Indianapolis as a "social-media-forward market."
The study considered apparel purchases, general interest, attendance at live events, betting intent, social media engagement, radio listening, streaming habits and traditional television viewership.

#engagement

On August 6, 10x Genomics (NASDAQ:TXG) reported second-quarter revenue of $151 million, boosted by a $1.6 million settlement payment from Takara. Strip that out and revenue grew just 3% year-over-year to $149.4 million, a modest number next to the real headline of the quarter: a brand-new instrument platform called Atera, where booked orders have exceeded full-year planned shipments.
By the end of the second quarter, booked orders for Atera already exceeded the roughly 40 units 10x had planned to ship for all of 2026. Demand also showed up in Catalyst Research Services, the program that lets customers run samples on Atera in 10x's own lab before committing to buy a unit. Away from Atera, the existing consumables business kept growing, up 7% overall, with spatial consumables climbing 16% on continued strength in the Xenium platform. During the quarter, 10x acquired Proteintech Genomics, adding single-cell protein panels that management says will let Atera measure proteins alongside gene expression from the same cell.
The balance sheet backed up the story. Cash and marketable securities rose to $552 million, up $105 million from a year earlier, and gross margin expanded to 74% from 72%. Management raised full-year revenue guidance to a range of $610 million to $630 million. New research partnerships with Cleveland Clinic and Lausanne University Hospital, aimed at finding biomarkers of treatment response in oncology, point to where 10x hopes this technology eventually leads: clinical diagnostics.
The flip side of Atera's launch showed up in the instrument line. Total instrument revenue fell 47% year over year, with Chromium instruments down 46% and spatial instruments down 48%, as customers held off on buying older spatial systems while waiting for the new platform. Management expects that pause to continue, guiding for a sequential revenue step down in the third quarter before a bigger jump in the fourth. Even though booked Atera orders already exceed the year's full production plan, 10x kept its shipment target at about 40 units, weighted mostly toward the fourth quarter, a sign the company is still constrained on how fast it can build the machine.
Regionally, APAC revenue fell 19%, partly because customers in China had pulled purchases forward a year earlier ahead of anticipated tariffs. Operating expenses rose to $132.1 million from $95 million, though the comparison is skewed by a $40.7 million patent settlement gain booked in the prior year versus $3.4 million this year.

#year #quarter

On August 6, Cable One (NYSE:CABO) walked investors through a quarter that reads like two different companies. Residential broadband customers kept leaving, yet management pointed to improving connect trends, rising average revenue per user, and an aggressive debt paydown as signs the business is stabilizing underneath the subscriber losses. The result is a report that gives both the bulls and the bears real ammunition.
Cable One's acquisition numbers moved in the right direction in the second quarter. Connect activity improved sequentially from the first quarter and grew in each month of Q2, and door-to-door sales have more than doubled as a share of quarterly connects over the past year. Residential broadband ARPU also rose sequentially, lifted by promotional roll-offs, changes to the AutoPay Plus program, and customers adding higher-value products. Essentially all of Cable One's network can already deliver gigabit speeds, and the company expects most customers on multi-gig infrastructure by year-end, upgrades it credits to disciplined investment rather than new capital spending.
Business services found firmer ground too, with enterprise, wholesale, and carrier offerings benefiting from long-term contracts and recurring revenue, and Cable One rounded out that lineup with a new unified communications product called UCaaS. Underneath all of it, the company cut its debt balances by $63 million in the quarter, close to $60 million of that through voluntary repurchases at a discount, pushing year-to-date debt reduction to nearly $130 million with $700 million still undrawn on its revolver.
The subscriber numbers remain the core problem. Cable One lost 17,000 residential broadband customers in the second quarter as elevated churn persisted, and residential data revenue fell 7.3% year-over-year on a 6.6% drop in subscribers even as ARPU held roughly flat. Total revenue slid to $348.9 million from $381.1 million a year earlier, and the SMB broadband business stayed under pressure while business data revenue fell 6.6% year over year, partly reflecting tower ****** ets the company sold earlier in the year.
Profitability moved the wrong way as well. Adjusted EBITDA fell to $173.5 million, or 49.7% of revenue, down from 53.3% of revenue a year earlier, while capital expenditures climbed to $74 million, up $5.6 million year-over-year. That combination pushed adjusted EBITDA less capex down to $99.5 million from $134.8 million a year ago. Cable One also booked non-cash impairment charges tied to its franchise agreements, goodwill, and its MBI investment, and net leverage stood at 4.2 times against a gross debt load of $3.06 billion, as management flagged continued competitive intensity in fiber overbuild markets.

#residential

Under Armour, Inc. (NYSE:UAA)'s long-running turnaround just got tougher. On August 7, the athletic clothing manufacturer forecasted a sharper annual revenue decline, and investors responded by sending shares down as much as 9% in early trade, showing the market's lack of patience for a recovery story that is being pushed further out.
The headline number is the forecast drop itself: Under Armour, Inc. (NYSE:UAA) now expects full-year revenue to fall by a mid-single-digit percentage, a significant decrease from its previous target of only a "slight decline." The breakdown is centered right where it hurts the most. Under Armour's North America sector, its largest market by far, saw revenue fall 9% to $609.8 million in the fiscal quarter ended June 30. During the post-earnings call, CFO Reza Taleghani didn't sugarcoat the forecast, telling investors that the company is expecting a more difficult consumer environment, notably in North America and parts of Asia Pacific, to continue through the second quarter.
The pressures behind the miss are largely macro, but they aggravate a company-specific issue. Ongoing inflation and a more difficult consumer-spending environment have caused buyers to be more careful about discretionary purchases such as apparel, footwear, and accessories, a trend that has impacted the whole sportswear industry, not just Under Armour, Inc. (NYSE:UAA). Morningstar ******* yst David Swartz put it bluntly: the sportswear market is struggling right now, and tariff-related cost constraints aren't helping. On top of the macro pressure is a competitive one. Buyers are increasingly moving toward newer, innovation-focused companies such as On and Hoka.
CEO Kevin Plank, who returned to the position in 2024 to create a turnaround, has pursued a strategy based on doing less, better. The company has reduced its product ******* ortment by about 25%, focusing on higher-priced items in sectors such as training, running, and team sports rather than competing across price points. Plank's own definition of the plan was pointed: consumers do not need more choices, but rather better ones. Under that idea, Under Armour, Inc. (NYSE:UAA) has introduced new goods geared in part at attracting younger Gen Z customers, including training shoes such as the "Surge 5" and "Radiant TR".
That strategic reset did not come cheap. Under Armour, Inc. (NYSE:UAA) stated it had spent $266 million on restructuring and transformation efforts thus far, with the overall turnaround plan scheduled to be completed by the end of the year.

#armour #north #buyers

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#bank #Visa #offers #expenses

The trillion-dollar conglomerate that Warren Buffett built entered uncharted territory in 2026. Following the Oracle of Omaha's Dec. 31 retirement as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), the company's day-to-day operations and the oversight of its $355 billion investment portfolio fell to his successor, Greg Abel.
Abel has wasted little time making his mark. During the first quarter, he completely revamped Berkshire's portfolio by jettisoning 16 holdings and reducing six others. But he didn't stop there.
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 »
According to Berkshire's second-quarter operating results, released this past weekend, Abel ended a 14-quarter streak of net stock sales that began with Buffett in late 2022. The consolidated cash flow statement shows that $23.47 billion in equity securities were purchased compared to just $3.69 billion in sales.
This roughly $19.8 billion in net purchases is of massive interest to Wall Street and investors -- and in mere hours, we're going to know exactly what Warren Buffett's protégé has been buying.

#NVIDIA #Portfolio

CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran. Instead, management spent the earnings call on August 6 arguing that something bigger is happening underneath the headlines. Adjusted EBITDA hit $2.2 billion for the first half, ammonia plants ran at nearly 98% of available capacity, and the company raised its own estimate of what it can earn in a normal year. Investors chasing the geopolitical story may be missing the real one.
Management's central argument is that global nitrogen capacity has gotten permanently more expensive to build, which raises the price required to justify new plants and therefore lifts what CF Industries can earn even in ordinary years. That case leans on Blue Point, where the company has now received every permit needed to start construction, ordered nearly all its long lead items, and expects module fabrication to begin later this year. Combined with the planned return of the Yazoo City Complex in the first half of 2027, those projects support management's target of roughly $3.3 billion in mid-cycle EBITDA by 2030, up from a new $2.9 billion baseline, and neither figure includes any ****** p from the current conflict.
The quarter's numbers back up the operational side of that story. Second quarter net earnings reached $727 million, or $4.73 per diluted share, while trailing 12-month free cash flow came in around $1.8 billion. CF Industries has funneled much of that into buybacks, repurchasing 10.6 million shares for $958 million over the past year, and the board raised the quarterly dividend 20% to $0.60 per share in July. Shares outstanding have fallen 29% since the start of 2021 while the dividend has doubled, a combination management says has lifted investor ownership of the underlying business by more than 40% since 2020.
Management spent real time on the call pushing back on the idea that CF Industries' growth is mostly a geopolitical trade, which suggests that's exactly how a lot of investors are currently pricing the stock. Demand data from the quarter gives that read some support. Customers in regions with second-half application seasons deferred purchases as prices rose, and North American buyers slowed down enough in June that channel inventories fell to a very low point.
That weakness only reversed once thin inventories forced a rush into July's UAN and ammonia fill programs. Meanwhile, capital spending is about to climb as Blue Point construction ramps up, with CF Industries' share of 2026 capex projected at $950 million out of a company total of $1.3 billion, a bill that has to be paid before any of the 2030 targets show up in earnings.

#million #first #year

Nutrien (NYSE:NTR) held its second-quarter 2026 earnings call on August 6. The headline numbers show a company leaning on its potash strength to offset a ****** pier nitrogen and phosphate picture, while still finding room to raise guidance in one segment and cut spending in another.
Nutrien posted record potash sales volumes in the first half of 2026 and raised the bottom end of its full-year potash sales guidance to a range of 14.2 million to 14.8 million tonnes. Potash generated $658 million in adjusted EBITDA during the quarter, and the company kept controllable cash costs flat year over year while targeting below $60 per tonne for the full year. Automation now covers 53% of ore tonnes mined in the first half, already past the target management set at its 2024 Investor Day. Canpotex is fully committed to third-quarter volumes, and management pointed to a favorable response to its domestic summer fill program.
Beyond the mine, Nutrien trimmed its 2026 capital expenditure guidance by $50 million to a range of $1.95 billion to $2.05 billion, and lifted first-half share repurchases 26% over the prior year, stepping up the pace to roughly $75 million a month in the third quarter. Retail adjusted EBITDA climbed 4% in the first half to $1.24 billion, driven by a 10% jump in proprietary crop nutrients gross margin and sales volumes for certain nutritional products that nearly tenfolded from a year earlier. The company has also generated about $1 billion in gross divestiture proceeds since the fourth quarter of 2024, including roughly $90 million in new agreements since June 2026, and said it received numerous nonbinding bids as it reviews strategic alternatives for its phosphate business.
Nitrogen sales volumes fell from the prior year, with no production from Trinidad or New Madrid, planned maintenance at Carseland, and deferred customer purchases late in the quarter as market volatility picked up. Only about 35% of total nitrogen segment volumes were sold ahead of the onset of the Middle East conflict, leaving more of the book exposed to a choppier pricing environment. Global urea prices dropped in the back half of the second quarter during a seasonal demand lull that geopolitical developments made worse, even as management says trade flow disruptions, production outages, and elevated energy prices firmed up fundamentals again in the third quarter.
Phosphate adjusted EBITDA declined in the quarter because of elevated sulfur costs that Nutrien described as placing unsustainable pressure on producer margins across the industry. Nitrogen segment adjusted EBITDA came in at $635 million for the quarter, and the company still has turnarounds planned at its Lima and Redwater facilities in the third quarter, adding to the operational moving parts already at play from the Carseland work completed earlier in the year.

#year

Retail investors were steadfast for nearly eight weeks after ******* e Exploration Technologies Corp (NASDAQ:SPCX) went public. Despite a 67% post-IPO rise, a sharp return to earth, and a stock that spent weeks trading below its debut price, mom-and-pop traders continued to buy. On August 7, that streak was finally broken.
According to data quoted by Reuters, individual investors sold a net $4.5 million in ******* e Exploration Technologies Corp (NASDAQ:SPCX) shares on August 7, marking the first day of net negative retail flows since the company's stock market debut on June 12. The timing is what makes the transition interesting. Just two days earlier, on August 5, ******* eX shares fell 13.6% following the company's first quarterly financial report as a publicly traded company, and retail investors responded by buying heavily, marking the fourth-largest single day of net retail purchases since the IPO. That earnings announcement was a mixed bag: ******* eX highlighted faster-than-expected returns from its AI infrastructure spending, though investors were concerned about how long the company's thriving Starlink satellite-internet operation would be able to fund those costly AI ambitions.
While Wall Street expressed concern about Starlink's financial flows supporting long-term AI objectives, Morgan Stanley ******* yst Adam Jonas reiterated an Overweight rating and a $300 price target on ******* e Exploration Technologies Corp (NASDAQ:SPCX). Jonas claimed that public markets undervalue ******* eX's broader AI ecosystem, citing early synergies between Grok and the Cursor as evidence of a combined real-time data, compute, and intelligence platform.
So the trend went as follows: stock plummets on earnings-day AI expenditure fears, retail buys the dip heavily, and then sells when the stock recovers to its IPO price. Sam North, an eToro market ******* yst, described the sequencing as telling. He observed that a shift from persistent buying to selling is rarely due to a single event, but rather to a combination of profit-taking, position fatigue, and investors reevaluating risk-reward. He said that the sale on August 7 appeared to be retail taking advantage of a share price rebound to take some money off the table, instead of a panicked withdrawal.
None of this indicates that retailers have abandoned ******* e Exploration Technologies Corp (NASDAQ:SPCX). The stock was still up around 2.4% in premarket trading on August 10 following the selling milestone, and one day of moderately negative flows after nearly two months of feverish buying is hardly a disaster. That said, for a company whose short public life has been defined almost completely by retail conviction outlasting institutional skepticism, the first break in that conviction, no matter how little, is worth monitoring.

#august #technologies #NASDAQ #investors

Furniture retailers have spent years waiting for the housing market to revive demand for sofas, beds, and other big-ticket home purchases.
That rebound remains elusive, but some of the industry's biggest players are finding growth anyway.
Wayfair reported second-quarter net revenue of $3.5 billion, up 7.5% from a year earlier, while U.S. revenue jumped 8.7%.
Orders increased 6%, active customers rose 3.3%, and the online furniture retailer generated $301 million in free cash flow.
Executives were also quick to point out that this was the company's strongest U.S. revenue growth of the post-COVID period.

#revenue #executives #spent #years

Lowe's (NYSE: LOW) will report its fiscal second-quarter earnings before the market opens on Aug. 19. Much like its chief rival, Home Depot, the home improvement and building-products retailer's business has been stuck of late as it contends with soft demand. While Lowe's reported better-than-expected results last quarter, management maintained a soft outlook, setting low expectations for the year.
Lowe's shares are down by about 10.5% year to date. Already trading at a cheap valuation compared to its main peer, the stock could become even more of a bargain if investors react negatively to the upcoming earnings release.
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 »
For the quarter that ended on Aug. 1, sell-side forecasts call for revenue of $26.2 billion and earnings of $4.24 per share. That would amount to year-over-year sales growth of 9.3% and a 2% decline in earnings.
Lowe's has made some large acquisitions since last year, including Foundation Building Materials and Artisan Design Group. While those purchases have increased its top line, sluggish same-store sales coupled with higher interest expense and lower margins have led to less-stellar near-term bottom-line results. That said, these acquisitions, part of the company's pivot toward a greater focus on the contractor market, could pay off in the long term.

#signal

Brad Pitt, 62, has an eye-watering $130 million real estate portfolio spanning continents, including a Santa Barbara retreat and a cliff top property in Carmel Highlands. One of his most recent purchases is a $12 million mansion in Los Angeles with air-tight security features. The award-winning actor recently allowed a journalist from Esquire access into the heavily protected home, and then it was revealed how little time he really spends there…
The article explained that since Brad acquired the home in September of 2025, he has only managed to spend three odd weeks inside. Despite not frequenting the residence regularly, he seemed taken by the incredible features, particularly the view across the iconic city. He even spoke highly of it on a cloudy day. "June gloom. I love June gloom. It's just so much more contemplative and introspective," he said.
Brad has a gorgeous home in LA (@ Getty Images)
Brad purchased this house after his nearby $5.5 million home in Los Feliz was sadly ransacked by thieves, so this made security a keen focus for the star. The new property features a secure entryway, privacy with landscaping and a high-tech alarm system. The six-bed residence also features a scenic pool, a marble-clad bathroom and a recording studio due to the previous owner being The Killers' guitarist, Dave Keuning.
Brad and Angelina pictured in 2015 (@ Getty Images)

#home #million #security

During the August 6 episode of Mad Money, Jim Cramer focused on the shifting trajectory of Akamai Technologies, Inc. (NASDAQ:AKAM), as he said:
Look at this incredible move in the stock of Akamai Technologies. Over the past few years, this company's evolved from a simple content delivery network- I used to call it the fast lane on the internet superhighway- into more of a cybersecurity and cloud infrastructure business, fast growing. Going into the close, Akamai was already up more than 35% for the year. Then they reported basically in-line revenue, slightly better-than-expected earnings, mixed outlook, current quarter trimmed, full-year forecast down just a tad. Initially, the stock got slammed, but then it caught fire, I think, because Akamai reported a big cloud infrastructure win in the robotic ***** e.
Akamai Technologies, Inc. (NASDAQ:AKAM) reported second-quarter revenue of $1.1 billion, marking a 5% year-over-year increase. Non-GAAP diluted earnings per share reached $1.59, beating consensus estimates, while GAAP diluted earnings per share landed at $0.52 due to rising investment expenses. Segment results showed security revenue climbing 10% to $604 million and cloud infrastructure services surging 39% to $99 million. Meanwhile, legacy delivery revenue contracted 6% to $396 million.
Investor attention quickly shifted to a multi-year customer commitment valued over $600 million for cloud infrastructure powering robotic workloads. During the earnings call, Chief Executive Officer Tom Leighton noted that graphics processing unit capacity remains entirely sold out, while Chief Financial Officer Ed McGowan highlighted that total multi-year cloud commitments signed year-to-date have surpassed $2.8 billion. Management guided full-year revenue between $4.445 billion and $4.530 billion, with capital expenditures remaining elevated at roughly 40% of revenue to support infrastructure scaling.
Despite artificial intelligence growth tailwinds, professional ***** ysts flagged heavy capital intensity and margin compression risks. Highlighting these structural cost pressures, on August 10, HSBC downgraded the stock to a Hold rating and cut its price target to $123, pointing to compressed operating margins and temporary pauses in share repurchases.

#technologies #billion

Oklo Inc. (NYSE:OKLO) just proved it can build a nuclear reactor as fast as it promised. On August 6, the company announced its Groves Isotope Test Reactor in Lockhart, Texas, achieved first criticality, a controlled, self-sustaining nuclear chain reaction, less than a year after groundbreaking. It's the first project under the US Department of Energy's Reactor Pilot Program to reach criticality on private land from a greenfield site, and Oklo says it may be the fastest privately funded, privately sited reactor build in history.
CEO Jacob DeWitte called it "an incredible milestone for our team," noting Oklo built Groves from raw land, handled the civil excavation and construction itself, and manufactured or procured every component, including fuel, in-house. On the company's August 7 earnings call, management put the timeline at under 11 months from greenfield to criticality. Groves is meant to anchor Oklo's isotope business, supplying materials for healthcare, industry, research, ******* e, and national security, with revenue expected to begin in the first half of 2027 out of a commercial Idaho radiochemistry lab.
Management says the engineering practices, training programs, and commissioning experience from Groves should reduce execution risk across the company's future isotope, powerhouse, and fuel cycle projects. The balance sheet backs that ambition, with $3 billion in cash and marketable securities on hand after Oklo raised $1.9 billion in 2026 through its at-the-market programs. The broader pipeline kept moving too, with Aurora-INL site excavation nearly complete and a Kiewit memorandum of understanding advancing the 1.2-gigawatt Ohio Power Campus that will supply Meta. Shares jumped more than 10% on August 7, the day after the update, coinciding with the earnings report.
The milestone came alongside a bigger bill. Oklo reported a net loss of $81.6 million for the quarter, with an operating loss of $124.2 million, and the company still has no forward price-to-earnings ratio because it isn't yet profitable. Management raised its 2026 operating cash flow guidance to $120 million to $150 million, up from $80 million to $100 million, and lifted capital expenditure guidance to $400 million to $500 million from $350 million to $450 million, both tied to accelerated procurement for Aurora-INL and opportunistic fuel purchases. Groves itself is also a test reactor for isotopes, not Oklo's commercial power business. The Aurora-INL project that would validate the company's powerhouse platform isn't targeted to start up until 2028, and the first phase of the Aurora-Ohio powerhouse meant to supply Meta's data centers isn't expected until early 2030.

#aurora #first #isotope

Interested in Teleflex Incorporated? Here are five stocks we like better.
Teleflex exceeded Q2 expectations, with revenue of $570.3 million, adjusted EPS of $1.76 and strong growth in its Vascular and Surgical segments. Interventional revenue declined 1% as acquisition integration disrupted systems, distributors and sales-force operations.
The company lowered its 2026 revenue-growth outlook to 3.5%–4.5% but raised adjusted EPS guidance to $6.90–$7.20, helped by share repurchases and lower interest expense. Management expects Interventional integration to be completed by year-end and described 2026 as a transition year.
Teleflex is using divestiture proceeds to reduce debt and return capital, including $250 million of Q2 share repurchases and another planned $250 million accelerated buyback. The company also highlighted FDA approval for EZPLAZ plasma and continued progress on its Freesolve scaffold program.
Teleflex (NYSE:TFX) reported second-quarter revenue and adjusted earnings above its expectations, supported by strong growth in its Vascular and Surgical businesses, while slower-than-anticipated integration of its acquired Vascular Intervention business weighed on Interventional results.

#surgical

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, part of a broader push toward what Nokia calls AI-native mobile infrastructure. The deal lands alongside a wave of insider stock purchases and a deepening Nvidia partnership, all pointing toward the same bet: that AI traffic is about to overwhelm the networks carrying it, and Nokia wants to be the company that fixes that.
The Taiwan Mobile agreement is built around four distinct AI applications rather than a single upgrade. Nokia's AI for Network software, including its Predictive Hardware ****** ytics service and MantaRay SON self-organizing network tool, automates operations and enables closed-loop network ****** urance in real time. Separately, next-generation baseband and radio hardware increases capacity and uplink performance specifically to handle AI-driven traffic, while AI-powered energy management helps Taiwan Mobile hit its sustainability targets, and AI-enabled self-healing capabilities strengthen resilience during outages. Taken together, the deployment sets up support for 5G-Advanced features like network slicing and RedCap.
That kind of upgrade is becoming urgent rather than optional. Generative AI traffic is already driving more than twice as much uplink data as ordinary mobile use, according to Aetha Consulting, and total network load could grow by as much as 10x current levels. Nokia has been building toward this since last October, when it began developing sixth-generation RAN technology, and in June it launched the industry's first commercial AI-RAN platform, offering 20% higher spectral efficiency than existing systems. Management expects that figure to reach 50% next year and 100% by 2028. The 6G equipment market alone is projected to exceed $50 billion by the first half of the 2030s, growing more than 20% annually, a meaningful expansion opportunity for a company that generated roughly $23 billion in revenue last year.
Nokia is not building this alone. Nvidia Corporation (NASDAQ:NVDA) committed a $1 billion equity investment at $6.01 per share back in October 2025, and Nokia's AI-RAN base stations now run on Nvidia GPUs, with Grace CPU Superchips handling higher-layer processing in Cloud RAN deployments. T-Mobile (NASDAQ:TMUS) has agreed to trial the designs starting in 2026. Dell Technologies (NYSE:DELL) is involved too, supplying PowerEdge servers for the computing backbone, fresh off a quarter where its AI server business grew 757% year over year.

#nokia #taiwan

Interested in Element Fleet Management Corp.? Here are five stocks we like better.
Element Fleet Management delivered solid Q2 growth: Adjusted net revenue rose 10% year over year to $318 million, adjusted EPS increased 12%, and adjusted ROE reached 19.6%. Vehicles under management grew 3% to 1.56 million, while first-half revenue, EPS and free cash flow per share rose 13%, 18% and 11%, respectively.
The company is expanding its capital-light and digital strategies: Its inaugural equity residual transaction transferred about $700 million of receivables off balance sheet, while automation and workflow initiatives are expected to produce roughly $20 million in annualized savings in 2027.
Waymo partnership could support future services growth: Element will initially support Waymo's autonomous-vehicle operations in San Diego, with revenue contributions expected from 2027 and potentially adding a few points to services-revenue growth. Management also returned $163 million to shareholders in Q2, including $120 million in share repurchases.
Element Fleet Management (TSE:EFN) reported second-quarter results that included double-digit growth in adjusted net revenue and adjusted earnings per share, while management highlighted progress in its capital-light funding strategy, digital transformation efforts and expansion into autonomous-vehicle fleet services.

#element

Procter & Gamble (NYSE:PG) is buying its way into wellness. On August 4, L Catterton announced it had signed a definitive agreement to sell Thorne, a science-backed health and wellness brand, to Procter & Gamble for $3.8 billion in cash. The deal lands a day after an August 3 ****** ysis flagged a fiscal 2027 earnings guide that came in below expectations, weighed down by roughly $1 billion in new cost headwinds. Investors now have two stories to weigh at once: fresh expansion and a tougher near-term cost picture.
The Thorne acquisition gives Procter & Gamble entry into a category built on clinical credibility rather than shelf ****** e. Thorne has spent 40 years building relationships with healthcare practitioners, and L Catterton's announcement noted the company developed a proprietary AI wellness advisor to help consumers navigate its supplement lineup, a tool practitioners can point their patients to directly.
The transaction is expected to close in the fourth quarter of 2026, an all-cash deal with no debt or equity swapped into the mix. Procter & Gamble isn't skimping on shareholders while it shops, either. The company returned $10.2 billion in dividends and $5.0 billion in share repurchases during fiscal 2026, and it plans roughly the same combination, about $10 billion in dividends and $5 billion in buybacks, for fiscal 2027. There's a case buried inside the company's own guidance, too. Strip out the roughly $1 billion in commodity, energy, and transportation costs management expects to absorb next year, and core EPS would be growing at about 10% instead of the 0% to 3% baked into the outlook.
The numbers behind the fiscal 2027 outlook explain the caution. Management guided core EPS to $6.89 to $7.11, implying growth of just 0% to 3%, and pointed to roughly $1 billion in after-tax commodity, energy, and transportation costs as the main culprit. Add higher net interest expense, lower non-operating income, and unfavorable currency, and the total drag reaches $0.56 per share, wiping out about 8 percentage points of core earnings growth before the year even starts.
The trend already shows up in recent results. In the fiscal fourth quarter, net sales rose 2% year-over-year to $21.2 billion while organic sales were flat, and core EPS fell 3% to $1.43. For the full fiscal year, net sales grew 3% to $87.0 billion, but organic sales rose only 1%, and every bit of that growth came from higher prices rather than more units sold. Volume and mix didn't move. Shares trade near $144, about 5% above their 52-week low of $137.62, or roughly 21 times fiscal 2026 core earnings of $6.89. That's not an expensive multiple, but it isn't cheap for a business guiding to low-single-digit growth.

#gamble #thorne

Berkshire Hathaway reported better-than-expected earnings while the conglomerate, no longer run by Warren Buffett, announced a big increase in share buybacks and a significant decline in its cash ******* d. The stock is in a buy zone.
Berkshire Hathaway (BRKB) reported Q2 operating earnings of $12.98 billion, up 16% vs. a year earlier. Revenue climbed 10% to $101.8 billion. Both beat views.
Manufacturing, service and retailing units and Berkshire Hathaway Energy were strong performers, offsetting insurance weakness.
Berkshire bought back $4.5 billion of its own stock, up from $235 million in Q1. Various filings indicate that buybacks continued in July.
Berkshire also bought $19.8 billion net in equities, ending a 14-quarter decline in net stock purchases. The company sold $8.1 billion worth in Q1.

#hathaway #decline #bought

The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.
PayPal (PYPL) operates the digital wallet and payment network millions use for everything from online shopping to splitting a dinner bill. But while its service is familiar, its stock, trading around $59.78, has been a source of frustration, sitting about 34% below its two-year high. Against that backdrop, the company has executed one of the largest capital returns in the market. Over the last five years, it handed back nearly $26 billion to shareholders, a figure equal to 51% of its entire current value. The company paid owners a fortune while the stock lagged; was holding worth it, and is it now?
A $26 Billion Payout Fueled Almost Entirely by Buybacks
The cash return machine is powered by the fees PayPal collects on its large payment volume, generating a free cash flow yield of 12.6%. The company then directs that cash back to its owners. The method, however, has been overwhelmingly one-sided. Of the total returned over five years, a huge $26 billion came from share repurchases, with just $252 million paid out as dividends.
This buyback-heavy strategy is designed to shrink the share count and boost earnings per share. It is a vote of confidence from management, using company cash to buy its own stock. But for the individual investor, the real measure is total return, which accounts for both price movement and dividends.

#back #fortune

Interested in The Wendy's Company? Here are five stocks we like better.
Wendy's reported weak second-quarter results: Global systemwide sales fell 6.5%, U.S. same-restaurant sales declined 7% as traffic dropped 12.5%, adjusted EBITDA decreased to $124.1 million, and adjusted EPS was $0.18.
New CEO Bob Wright said the brand's quality, value proposition, operations and marketing have deteriorated. Wendy's is developing a turnaround plan focused on menu quality and pricing, branding, restaurant execution, digital capabilities and franchisee economics.
The company withdrew its 2026 financial outlook and expects continued pressure on margins, EBITDA and earnings amid weak sales, 5%–6% commodity inflation and higher turnaround-related expenses. Leverage is expected to remain elevated, and Wendy's does not anticipate share repurchases in 2026.
2 Short Squeezes for Summer Speculation: What the Bears Are Getting Wrong

#sales #restaurant #interested #here

Berkshire Hathaway reported better-than-expected earnings while the conglomerate, no longer run by Warren Buffett, announced a big increase in share buybacks and a significant decline in its cash **** d. The stock is in a buy zone.
Berkshire Hathaway (BRKB) reported Q2 operating earnings of $12.98 billion, up 16% vs. a year earlier. Revenue climbed 10% to $101.8 billion. Both beat views.
Manufacturing, service and retailing units and Berkshire Hathaway Energy were strong performers, offsetting insurance weakness.
Berkshire bought back $4.5 billion of its own stock, up from $235 million in Q1. Various filings indicate that buybacks continued in July.
Berkshire also bought $19.8 billion net in equities, ending a 14-quarter decline in net stock purchases. The company sold $8.1 billion worth in Q1.

#berkshire #hathaway

Amazon's (NASDAQ: AMZN) second-quarter earnings had investors on edge, fixated above all else on the company's capital expenditure (capex) outlook. This figure came in at roughly $220 billion for the full year, a meaningful increase from the previously stated $200 billion. According to management, higher memory costs are driving the surge.
The question hanging over Amazon's financials is whether such heavy spending can still be justified. During the earnings call, Amazon CEO Andy Jassy made some comments that offer a pointed answer.
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 »
Heavy capital spending and free cash flow are linked by a simple accounting equation. Free cash flow equals cash generated from operations minus capital expenditures. When Amazon accelerates investment in data center infrastructure and servers, capex rises and free cash flow compresses.
In the trailing 12 months that ended with the second quarter, Amazon's free cash flow swung to an outflow of $7.6 billion. The swing was driven by a $66.1 billion year-over-year increase in property and equipment purchases, the bulk of which was tied to artificial intelligence infrastructure.

#NVIDIA