6 hours ago
On training camp eve, Indianapolis Colts general manager Chris Ballard indicated that the club currently intends to keep all three quarterbacks: Daniel Jones, Anthony Richardson, and Riley Leonard.
While Richardson's earlier offseason trade request still stands, the Colts have appreciated the ongoing positional competition between Leonard and him behind Jones, with Richardson consistently being a high quality teammate—and don't plan to 'give him away' by any means (via WISH-TV):
#colts general manager Chris Ballard said the intention is to keep all three quarterbacks: Daniel Jones, Anthony Richardson, and Riley Leonard.
Ballard on if Richardson's trade request is still on the table:
"It is, but… we're not just giving him away." pic.twitter.com/KJNeDxTOx9
Perhaps it's purely trade posturing, but Ballard insinuated that he believes Richardson still has a bright future in this league—although he stopped short of saying it will continue to be with the Colts. It's worth noting that Richardson is in the last year of his Colts rookie contract, and Indy would save $5.385M if traded this season.
With Jones limited, the Colts had been splitting offseason reps between Richardson and Leonard with the first-team offense. It'll be interesting to see who primarily receives the backup quarterback reps behind Jones now or whether it'll continue to be a split throughout training camp and preseason until the QB2 victor emerges.
#colts #leonard
While Richardson's earlier offseason trade request still stands, the Colts have appreciated the ongoing positional competition between Leonard and him behind Jones, with Richardson consistently being a high quality teammate—and don't plan to 'give him away' by any means (via WISH-TV):
#colts general manager Chris Ballard said the intention is to keep all three quarterbacks: Daniel Jones, Anthony Richardson, and Riley Leonard.
Ballard on if Richardson's trade request is still on the table:
"It is, but… we're not just giving him away." pic.twitter.com/KJNeDxTOx9
Perhaps it's purely trade posturing, but Ballard insinuated that he believes Richardson still has a bright future in this league—although he stopped short of saying it will continue to be with the Colts. It's worth noting that Richardson is in the last year of his Colts rookie contract, and Indy would save $5.385M if traded this season.
With Jones limited, the Colts had been splitting offseason reps between Richardson and Leonard with the first-team offense. It'll be interesting to see who primarily receives the backup quarterback reps behind Jones now or whether it'll continue to be a split throughout training camp and preseason until the QB2 victor emerges.
#colts #leonard
15 hours ago
A clip from Ed Sheeran's appearance on "The Louis Theroux Podcast" has recently resurfaced on social media, sparking renewed debate over differences between British and American attitudes toward alcohol.
"Americans call something 'alcoholism' that Brits simply call 'culture.' Maybe one or two pints at the end of a workday," the singer said during the 2025 podcast.
"On a Friday you'll have 6 pints and a bottle of wine. It's not alcoholism to drink every day here … It's just the culture."
Nightly Glass Of Wine May Not Be As Harmless As Many People Think, Study Suggests
Americans and Britons consume similar amounts of alcohol overall, with the average adult drinking about 9.7 liters of pure alcohol per year, according to the World Health Organization.
#podcast #louis
"Americans call something 'alcoholism' that Brits simply call 'culture.' Maybe one or two pints at the end of a workday," the singer said during the 2025 podcast.
"On a Friday you'll have 6 pints and a bottle of wine. It's not alcoholism to drink every day here … It's just the culture."
Nightly Glass Of Wine May Not Be As Harmless As Many People Think, Study Suggests
Americans and Britons consume similar amounts of alcohol overall, with the average adult drinking about 9.7 liters of pure alcohol per year, according to the World Health Organization.
#podcast #louis
22 hours ago
Newcastle United have been linked with plenty of centre-backs over the past few windows, but Giorgio Scalvini feels like one of the more coherent names on the list. According to Tutto Atalanta, Atalanta are now prepared to listen if a club comes forward with €45 million for the Italy international.
That matters, because for a long time the message from Bergamo was simple, Scalvini was not going anywhere. Now there is movement. Clubs do not shift their position for the fun of it. They do it when they need flexibility, and Atalanta appear ready to create room for a squad refresh after other plans failed to materialise.
Photo IMAGO
From Newcastle's perspective, the appeal is obvious. Scalvini is 22, has already played more than 100 senior games, and has international experience with Italy. That is a serious body of work for a defender of his age. He is not a raw project and he is not being signed purely on upside. He already looks like a player built for a high-level team.
He also fits the practical brief. Eddie Howe needs another central defender, particularly one capable of complementing Sven Botman over the long term. Scalvini's ability on the ball, his comfort stepping into midfield, and his aerial strength all line up with what Newcastle need. This is not about buying a name, it is about buying function.
#scalvini #international #long
That matters, because for a long time the message from Bergamo was simple, Scalvini was not going anywhere. Now there is movement. Clubs do not shift their position for the fun of it. They do it when they need flexibility, and Atalanta appear ready to create room for a squad refresh after other plans failed to materialise.
Photo IMAGO
From Newcastle's perspective, the appeal is obvious. Scalvini is 22, has already played more than 100 senior games, and has international experience with Italy. That is a serious body of work for a defender of his age. He is not a raw project and he is not being signed purely on upside. He already looks like a player built for a high-level team.
He also fits the practical brief. Eddie Howe needs another central defender, particularly one capable of complementing Sven Botman over the long term. Scalvini's ability on the ball, his comfort stepping into midfield, and his aerial strength all line up with what Newcastle need. This is not about buying a name, it is about buying function.
#scalvini #international #long
24 hours ago
A tribute to Lyon's culture.
This Tuesday morning, Olympique Lyonnais unveiled their new third kit for the 2026-27 season.
The shirt draws inspiration from funk, a musical style for which Lyon is the official capital in France.
Circular patterns referencing vinyl records define the style on the back of the garment, but the masterstroke comes in the crest and the branding: pure psychedelia.
Do you like the shirt?
#shirt #circular #tribute #culture
This Tuesday morning, Olympique Lyonnais unveiled their new third kit for the 2026-27 season.
The shirt draws inspiration from funk, a musical style for which Lyon is the official capital in France.
Circular patterns referencing vinyl records define the style on the back of the garment, but the masterstroke comes in the crest and the branding: pure psychedelia.
Do you like the shirt?
#shirt #circular #tribute #culture
1 day ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
1 day ago
There have been valid questions about LeBron James' fit with the Philadelphia 76ers, as the team is stacked with Tyrese Maxey, Jaylen Brown, Joel Embiid, and even VJ Edgecombe, whom he'll share the ball with this upcoming season.
However, long-time NBA ***** yst Skip Bayless strongly believes that James could be what the doctor ordered for the 76ers, given the 41-year-old's credentials and overall fitness.
"People around the NBA questioning LeBron's fit in Philly? HE'S A PERFECT FIT. They needed a pure PG, an orchestrator, and that's what LeBron does best. Tyrese has averaged 6 ***** ists last 3 years. LBJ will average 11ish and lead league in ***** ists," Bayless posted on X.
MORE: LeBron James works out with Tyrese Maxey after 76ers move
To Bayless' point, ESPN's Shams Charania recently reported that the 76ers are planning to play James at point guard. When he last did it in one full season in 2019-20, the four-time league MVP averaged 25.3 points, 7.8 rebounds, 10.2 ***** ists, and 1.2 steals on 49.3 percent shooting from the field across 67 regular-season games.
#james #lebron #season
However, long-time NBA ***** yst Skip Bayless strongly believes that James could be what the doctor ordered for the 76ers, given the 41-year-old's credentials and overall fitness.
"People around the NBA questioning LeBron's fit in Philly? HE'S A PERFECT FIT. They needed a pure PG, an orchestrator, and that's what LeBron does best. Tyrese has averaged 6 ***** ists last 3 years. LBJ will average 11ish and lead league in ***** ists," Bayless posted on X.
MORE: LeBron James works out with Tyrese Maxey after 76ers move
To Bayless' point, ESPN's Shams Charania recently reported that the 76ers are planning to play James at point guard. When he last did it in one full season in 2019-20, the four-time league MVP averaged 25.3 points, 7.8 rebounds, 10.2 ***** ists, and 1.2 steals on 49.3 percent shooting from the field across 67 regular-season games.
#james #lebron #season
1 day ago
As Kyle Shanahan and the San Francisco 49ers look to reload their passing attack, all eyes are on marquee addition Mike Evans. While Shanahan's offense has long been hailed as one of the NFL's premier schemes, the turnover in last season's receiving corps left a distinct void on the perimeter.
Last year, San Francisco pieced together a receiver room centered around Jauan Jennings, Kendrick Bourne, Demarcus Robinson, and Ricky Pearsall. While that group offered versatility and grit through a grinding campaign, the offense frequently lacked a true boundary "X" receiver capable of consistently winning pure, unassisted one-on-one battles outside the numbers.
That is precisely where Evans changes the equation.
According to data from Sumner Sports cited by Athlon Sports' Doug Farrar, Evans has been the league's gold standard for isolation efficiency when healthy. Over the past two seasons, Evans generated an Expected Points Added (EPA) per play of +0.379 on isolation targets—the highest mark of any receiver in the NFL with at least 50 such targets. Across 180 isolation routes, he pulled in 328 yards and six touchdowns on 50 targets, boasting a remarkable 62.0% catch rate in true one-on-one scenarios.
For quarterback Brock Purdy, adding a legendary perimeter threat like Evans provides an entirely new dimension. Shanahan's system relies heavily on motion, scheme-created ****** e, and intermediate rhythm throws. But when opposing defenses load the box to stifle the run or drop safety help inside to blanket crossers, Evans becomes the ultimate counterpunch.
#targets #last #offense
Last year, San Francisco pieced together a receiver room centered around Jauan Jennings, Kendrick Bourne, Demarcus Robinson, and Ricky Pearsall. While that group offered versatility and grit through a grinding campaign, the offense frequently lacked a true boundary "X" receiver capable of consistently winning pure, unassisted one-on-one battles outside the numbers.
That is precisely where Evans changes the equation.
According to data from Sumner Sports cited by Athlon Sports' Doug Farrar, Evans has been the league's gold standard for isolation efficiency when healthy. Over the past two seasons, Evans generated an Expected Points Added (EPA) per play of +0.379 on isolation targets—the highest mark of any receiver in the NFL with at least 50 such targets. Across 180 isolation routes, he pulled in 328 yards and six touchdowns on 50 targets, boasting a remarkable 62.0% catch rate in true one-on-one scenarios.
For quarterback Brock Purdy, adding a legendary perimeter threat like Evans provides an entirely new dimension. Shanahan's system relies heavily on motion, scheme-created ****** e, and intermediate rhythm throws. But when opposing defenses load the box to stifle the run or drop safety help inside to blanket crossers, Evans becomes the ultimate counterpunch.
#targets #last #offense
4 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance exceeded expectations driven by a 16% organic growth in Proprietary Products, specifically led by a 29% surge in the Biologics market group.
High-Value Product (HVP) Components now represent 49% of total revenue, up from 46% last year, as customers increasingly shift toward advanced primary containment solutions.
Management attributes the strong win rate of over 90% for new large drug molecules to the technical necessity of barrier films like FluroTec and NovaPure for complex biologics.
The Annex 1 regulatory environment in Europe is acting as a multi-year catalyst, driving nearly 800 active upgrade projects as customers seek enhanced sterility and contamination control.
#year
Performance exceeded expectations driven by a 16% organic growth in Proprietary Products, specifically led by a 29% surge in the Biologics market group.
High-Value Product (HVP) Components now represent 49% of total revenue, up from 46% last year, as customers increasingly shift toward advanced primary containment solutions.
Management attributes the strong win rate of over 90% for new large drug molecules to the technical necessity of barrier films like FluroTec and NovaPure for complex biologics.
The Annex 1 regulatory environment in Europe is acting as a multi-year catalyst, driving nearly 800 active upgrade projects as customers seek enhanced sterility and contamination control.
#year
4 days ago
Two of the biggest heavyweights in the chip sector are Taiwan Semiconductor Manufacturing (NYSE: TSM) and Nvidia (NASDAQ: NVDA). They have a great working relationship in the real world, as Nvidia designs its logic chips and then sends them to TSMC to be fabricated. So, as one succeeds, so does the other. However, TSMC has plenty of other clients for which it does foundry work.
For those investors who may be curious about which of these behemoths is the better buy right now, let's compare them across a few key categories.
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 »
Taiwan Semiconductor has a large client list that includes Nvidia's primary competitors. It also has exposure to other industrial markets, and chips for everything from automobiles to smartphones. Nvidia, on the other hand, is at this point nearly a pure-play investment in artificial intelligence. While Nvidia has other products, the reality is that the vast majority of its revenue now comes from data center-related items. This focus is making Nvidia a boatload of money and has propelled it to the position of the world's largest company by market cap. So clearly, its bet on data center processors is paying off.
However, while that kind of business concentration can be incredible during boom times, it can be a disaster when spending in that focus area slows. There are no signs that will occur in the data center ****** e anytime soon, but when it does, it will hammer Nvidia.
#data #however
For those investors who may be curious about which of these behemoths is the better buy right now, let's compare them across a few key categories.
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 »
Taiwan Semiconductor has a large client list that includes Nvidia's primary competitors. It also has exposure to other industrial markets, and chips for everything from automobiles to smartphones. Nvidia, on the other hand, is at this point nearly a pure-play investment in artificial intelligence. While Nvidia has other products, the reality is that the vast majority of its revenue now comes from data center-related items. This focus is making Nvidia a boatload of money and has propelled it to the position of the world's largest company by market cap. So clearly, its bet on data center processors is paying off.
However, while that kind of business concentration can be incredible during boom times, it can be a disaster when spending in that focus area slows. There are no signs that will occur in the data center ****** e anytime soon, but when it does, it will hammer Nvidia.
#data #however
4 days ago
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management's equity portfolio gained 4%. AI-related stocks led market performance, mitigating geopolitical concerns. Moon Capital holds 10% of its portfolio in technology, significantly less than the S&P 500's 39%. The firm remains cautious about large AI investments and their potential return on investment. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Moon Capital Management highlighted Zoetis Inc. (NYSE:ZTS) as a newly added position. Zoetis Inc. (NYSE:ZTS) is an animal health company focused on animal health medications, vaccines, and diagnostic products. On July 22, 2026, Zoetis Inc. (NYSE:ZTS) closed at $74.19 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was -4.66%, and its shares lost 51.45% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.1 billion.
Moon Capital Management stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"We added one new stock to the portfolio last quarter, Zoetis Inc. (NYSE:ZTS). (Our average purchase price was about $73.20/share.) Zoetis is the world's largest pure-play animal health company. We have long viewed Zoetis as one of the highest-quality businesses in healthcare (albeit for mostly four legged patients), and the company has generally been valued accordingly. However, temporary concerns around slower companion animal growth and increased competitive pressures created an opportunity to purchase the company at an attractive price. After trading above 30 times earnings for much of the past decade, Zoetis now has a P/E of less than 11x, a valuation we believe significantly understates the quality, durability, and long-term earnings power of the business.
The animal health industry is attractive as it combines the defensive characteristics of healthcare investing with a more favorable industry structure than traditional pharmaceuticals. In contrast to human healthcare, a significant portion of animal health spending is paid directly by owners, which reduces reimbursement pressure. The industry also benefits from lower research and development costs, shorter development timelines, and strong relationships with veterinarians. These relationships, combined with regulatory barriers and specialized technical expertise, create meaningful switching costs and contribute to long product lifecycles..." (Click here to read the full text)
#capital
In its Q2 2026 investor letter, Moon Capital Management highlighted Zoetis Inc. (NYSE:ZTS) as a newly added position. Zoetis Inc. (NYSE:ZTS) is an animal health company focused on animal health medications, vaccines, and diagnostic products. On July 22, 2026, Zoetis Inc. (NYSE:ZTS) closed at $74.19 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was -4.66%, and its shares lost 51.45% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.1 billion.
Moon Capital Management stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"We added one new stock to the portfolio last quarter, Zoetis Inc. (NYSE:ZTS). (Our average purchase price was about $73.20/share.) Zoetis is the world's largest pure-play animal health company. We have long viewed Zoetis as one of the highest-quality businesses in healthcare (albeit for mostly four legged patients), and the company has generally been valued accordingly. However, temporary concerns around slower companion animal growth and increased competitive pressures created an opportunity to purchase the company at an attractive price. After trading above 30 times earnings for much of the past decade, Zoetis now has a P/E of less than 11x, a valuation we believe significantly understates the quality, durability, and long-term earnings power of the business.
The animal health industry is attractive as it combines the defensive characteristics of healthcare investing with a more favorable industry structure than traditional pharmaceuticals. In contrast to human healthcare, a significant portion of animal health spending is paid directly by owners, which reduces reimbursement pressure. The industry also benefits from lower research and development costs, shorter development timelines, and strong relationships with veterinarians. These relationships, combined with regulatory barriers and specialized technical expertise, create meaningful switching costs and contribute to long product lifecycles..." (Click here to read the full text)
#capital
4 days ago
During the July 21 episode of CNBC's Mad Money, host Jim Cramer reviewed Mastercard Incorporated (NYSE:MA) using options trader Bob Lang's **** ysis of the daily chart of the stock. Pointing to the company as a premier vehicle for investors seeking to rebalance away from pure tech without sacrificing growth or high-margin processing power, Cramer highlighted its market share and recent price action:
I want to talk about the next chart, which is one of my absolute favorites. Michael Miebach runs it. It's Mastercard, MA, second most commonly used credit card. 25 to 30% of cardholders have one. Again, you can see that the stock's gone crazy in the last few weeks. Bouncing like mad off of its June lows. Although, unlike Visa, it still hasn't taken out its January highs. This is what I mean, by the way, when I say you need to diversify away from some of your tech. Mastercard is a tech company in bank clothing. It's always been a terrific place to be.
Examining the daily chart, Cramer highlighted that Bob Lang noted that Mastercard Incorporated (NYSE:MA) has constructed a textbook bullish trend channel marked by a series of higher highs and higher lows since hitting its June bottom. The stock's moving average convergence divergence (MACD) line generated a buy signal last month, while its relative strength index continues to trend upward without reaching overbought territory. Elevated volume and a rising on-balance volume line further validate the move. Cramer noted that Lang sees that the stock has legs, with primary technical resistance sitting at $573, representing roughly $35 in potential upside toward where the stock traded prior to a January gap down, giving Mastercard Incorporated (NYSE:MA) a clear path to challenge its January highs.
In Cramer's breakdown of the payment landscape, Mastercard Incorporated (NYSE:MA) occupies a middle ground in cardholder reach while sharing a critical structural moat with market leader Visa Inc. (NYSE:V). While Visa commands the top spot with 60% of cardholders and American Express Company (NYSE:AXP) handles roughly 10% of purchase volume, Mastercard sits solidly in second place with 25% to 30% cardholder penetration. Both Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) operate strictly as **** et-light processing networks with zero credit exposure, completely insulating them from default losses that direct lenders like American Express Company (NYSE:AXP) must carry on their balance sheets. On the technical side, while Visa has already surged past its January peak, Mastercard is still catching up after bouncing off its June floor, giving investors a high-margin processing stock.
#cramer
I want to talk about the next chart, which is one of my absolute favorites. Michael Miebach runs it. It's Mastercard, MA, second most commonly used credit card. 25 to 30% of cardholders have one. Again, you can see that the stock's gone crazy in the last few weeks. Bouncing like mad off of its June lows. Although, unlike Visa, it still hasn't taken out its January highs. This is what I mean, by the way, when I say you need to diversify away from some of your tech. Mastercard is a tech company in bank clothing. It's always been a terrific place to be.
Examining the daily chart, Cramer highlighted that Bob Lang noted that Mastercard Incorporated (NYSE:MA) has constructed a textbook bullish trend channel marked by a series of higher highs and higher lows since hitting its June bottom. The stock's moving average convergence divergence (MACD) line generated a buy signal last month, while its relative strength index continues to trend upward without reaching overbought territory. Elevated volume and a rising on-balance volume line further validate the move. Cramer noted that Lang sees that the stock has legs, with primary technical resistance sitting at $573, representing roughly $35 in potential upside toward where the stock traded prior to a January gap down, giving Mastercard Incorporated (NYSE:MA) a clear path to challenge its January highs.
In Cramer's breakdown of the payment landscape, Mastercard Incorporated (NYSE:MA) occupies a middle ground in cardholder reach while sharing a critical structural moat with market leader Visa Inc. (NYSE:V). While Visa commands the top spot with 60% of cardholders and American Express Company (NYSE:AXP) handles roughly 10% of purchase volume, Mastercard sits solidly in second place with 25% to 30% cardholder penetration. Both Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) operate strictly as **** et-light processing networks with zero credit exposure, completely insulating them from default losses that direct lenders like American Express Company (NYSE:AXP) must carry on their balance sheets. On the technical side, while Visa has already surged past its January peak, Mastercard is still catching up after bouncing off its June floor, giving investors a high-margin processing stock.
#cramer
5 days ago
The amount of young talent in the Pittsburgh Penguins organization is filling up quickly. CapWages has 21 players on Pittsburgh’s reserve list for unsigned drafted players and the team has 22 others under contract that will be playing in the pro ranks next season. Once upon a time, finding 25 players to even rank was a tall task, now there are some decent enough names that won’t draw a mention at all for this year’s list considering that there are over 40 options between signed players and the reserve list. Today hopes to appease that with an honorable mention of five players on the cusp of making the list, all of whom show the potential to be ranked next year with favorable upcoming seasons.
Earlier in the week we kicked off Top 25 Under 25 season by looking at the players that won’t be a part of this year’s list due to aging out, being traded or otherwise leaving the organization. As a loose rule, we’re saying for now that 2019 draftees like Elmer Soderblom (who turned 25 earlier this summer) and Nick Robertson (who has his 25th birthday in September) are ineligible this year. 2020 draftees that are under the age of 25 currently, like Hendrix Lapierre and Joel Blomqvist meet the cut-off as fair game this year.
The top 25 under 25 series was a staple within the SBN Hockey blogs a decade ago, around here it’s morphed into what I like to think about as a snapshot in time for value and importance within the organization. It’s not meant to be purely predictive of which player may be the best pro in three, five or seven years but show how the young players currently stack up against one another.
In many ways it’s an impossible task, and a very subjective one. How does one weigh a 24-year old that figures to have a short leash at making an NHL impact (like a Phil Tomasino or Sam Poulin last year) against a fresh-faced 18 year old that was just drafted and doesn’t figure to turn pro for several years? Not to mention everything in between. It’s certainly a balancing act where guaranteed contributions to the NHL level count for something, even with the real possibility of a short shelf life and some projections also have to be taken into account for expected/hoped for futures.
Since this is a value-based snapshot in time, another handy tool may be to consider a hypothetical trade. If you **** ume a trade is going to happen and the other side wants either prospect X or young player Y to finalize the deal, which **** et would the organization be better off holding onto? The answer to that judgement can go a long way towards determining where the young players will slot in against each other for this list, though it isn’t a strict rule of thumb since some player profiles (puck moving defenseman) might have more trade value than organizational value than other spots (goalie, small winger). That consideration is at least some factor in aligning the rankings.
#players #like #mention
Earlier in the week we kicked off Top 25 Under 25 season by looking at the players that won’t be a part of this year’s list due to aging out, being traded or otherwise leaving the organization. As a loose rule, we’re saying for now that 2019 draftees like Elmer Soderblom (who turned 25 earlier this summer) and Nick Robertson (who has his 25th birthday in September) are ineligible this year. 2020 draftees that are under the age of 25 currently, like Hendrix Lapierre and Joel Blomqvist meet the cut-off as fair game this year.
The top 25 under 25 series was a staple within the SBN Hockey blogs a decade ago, around here it’s morphed into what I like to think about as a snapshot in time for value and importance within the organization. It’s not meant to be purely predictive of which player may be the best pro in three, five or seven years but show how the young players currently stack up against one another.
In many ways it’s an impossible task, and a very subjective one. How does one weigh a 24-year old that figures to have a short leash at making an NHL impact (like a Phil Tomasino or Sam Poulin last year) against a fresh-faced 18 year old that was just drafted and doesn’t figure to turn pro for several years? Not to mention everything in between. It’s certainly a balancing act where guaranteed contributions to the NHL level count for something, even with the real possibility of a short shelf life and some projections also have to be taken into account for expected/hoped for futures.
Since this is a value-based snapshot in time, another handy tool may be to consider a hypothetical trade. If you **** ume a trade is going to happen and the other side wants either prospect X or young player Y to finalize the deal, which **** et would the organization be better off holding onto? The answer to that judgement can go a long way towards determining where the young players will slot in against each other for this list, though it isn’t a strict rule of thumb since some player profiles (puck moving defenseman) might have more trade value than organizational value than other spots (goalie, small winger). That consideration is at least some factor in aligning the rankings.
#players #like #mention
5 days ago
There has been an abundance of NFL-caliber talent come through Eugene since 2020, with a high mark of 41 former Oregon Ducks hearing their names called in the NFL draft — and it's not just mid-to-late-round picks either.
From 2020-2025, seven Ducks were selected in the first round, showcasing the elite talent that Dan Lanning and his staff have not only brought to Eugene, but developed into players worthy of stardom in the NFL. More often than not, those former Oregon standouts have been productive in the league, living up the billing of being selected on the first night of the draft.
On Thursday, CBS Sports released a ranking of all 191 first-round picks since 2020, excluding the 2026 class (which also includes two former Ducks), as they haven't been able to take the field quite yet. Each first-rounder was divided into one of three categories: Best first-round decisions, solid picks with mixed returns and incomplete grades, and the most disappointing selections.
Let's check out where each of the seven first-round picks that came out of Oregon landed in the ranking.
You can probably predict who ended up here. In this top-tier category, four well-known pro Ducks appear: Justin Herbert (No. 6 overall), Penei Sewell (No. 14), Christian Gonzalez (No. 30) and Bo Nix (No. 32). The latter three have had strong team success during their time in the league, each helping lead their teams to the conference championship. Gonzalez went a step further, recording a crucial interception against the Nix-less Denver Broncos in the 2025 AFC Championship game that helped send the New England Patriots to the Super Bowl. While Herbert hasn't sniffed a conference championship yet, he's widely known as a top-10 quarterback in the league based off of pure talent, with team success predicted to come in the near future. All of whom were excellent selections by their respective teams.
#ducks
From 2020-2025, seven Ducks were selected in the first round, showcasing the elite talent that Dan Lanning and his staff have not only brought to Eugene, but developed into players worthy of stardom in the NFL. More often than not, those former Oregon standouts have been productive in the league, living up the billing of being selected on the first night of the draft.
On Thursday, CBS Sports released a ranking of all 191 first-round picks since 2020, excluding the 2026 class (which also includes two former Ducks), as they haven't been able to take the field quite yet. Each first-rounder was divided into one of three categories: Best first-round decisions, solid picks with mixed returns and incomplete grades, and the most disappointing selections.
Let's check out where each of the seven first-round picks that came out of Oregon landed in the ranking.
You can probably predict who ended up here. In this top-tier category, four well-known pro Ducks appear: Justin Herbert (No. 6 overall), Penei Sewell (No. 14), Christian Gonzalez (No. 30) and Bo Nix (No. 32). The latter three have had strong team success during their time in the league, each helping lead their teams to the conference championship. Gonzalez went a step further, recording a crucial interception against the Nix-less Denver Broncos in the 2025 AFC Championship game that helped send the New England Patriots to the Super Bowl. While Herbert hasn't sniffed a conference championship yet, he's widely known as a top-10 quarterback in the league based off of pure talent, with team success predicted to come in the near future. All of whom were excellent selections by their respective teams.
#ducks
5 days ago
The state that played as important of a role as any in the formation of the United States — the home of the Boston Tea Party, Paul Revere's midnight ride, the Boston Massacre and the Battles of Lexington and Concord, to name a few major events — has also produced its share of exemplary college athletes.
The Commonwealth of Massachusetts is a bastion of American higher education, with roughly 100 colleges dotted across 7,800 square miles of landmass. And at a number of those schools, there are proud programs with a lengthy history of producing accomplished athletes.
Boston College has produced a Heisman Trophy winner, and future NFL and NHL stars. UMass and Holy Cross have both enjoyed runs as national powerhouses in men's basketball. There are few, if any, places in the country where you'll find better men's and women's college hockey, whether it's the Beanpot quartet of BC, Boston University, Northeastern and Harvard or elsewhere in the commonwealth at places like UMass, UMass Lowell or Merrimack.
Who are the best athletes those schools have produced?
In honor of the 250th anniversary of the birth of the United States, USA TODAY Sports is ranking the top 10 college athletes from each state. The athlete doesn't have to be from the state, but is required to have attended college there to be considered. These rankings are based purely on what an athlete did at the college level, not once they left campus. Tough cuts had to be made, especially somewhere like the Bay State, with so many colleges and universities to consider.
#athletes #umass #produced #states
The Commonwealth of Massachusetts is a bastion of American higher education, with roughly 100 colleges dotted across 7,800 square miles of landmass. And at a number of those schools, there are proud programs with a lengthy history of producing accomplished athletes.
Boston College has produced a Heisman Trophy winner, and future NFL and NHL stars. UMass and Holy Cross have both enjoyed runs as national powerhouses in men's basketball. There are few, if any, places in the country where you'll find better men's and women's college hockey, whether it's the Beanpot quartet of BC, Boston University, Northeastern and Harvard or elsewhere in the commonwealth at places like UMass, UMass Lowell or Merrimack.
Who are the best athletes those schools have produced?
In honor of the 250th anniversary of the birth of the United States, USA TODAY Sports is ranking the top 10 college athletes from each state. The athlete doesn't have to be from the state, but is required to have attended college there to be considered. These rankings are based purely on what an athlete did at the college level, not once they left campus. Tough cuts had to be made, especially somewhere like the Bay State, with so many colleges and universities to consider.
#athletes #umass #produced #states
5 days ago
Hut 8 Corp. (HUT) is a Miami-headquartered energy infrastructure platform founded in 2018 that operates at the convergence of power, digital infrastructure, and high-performance computing. The company builds, owns, and operates large-scale data center campuses for AI and high-performance computing workloads, underpinned by a "power-first" development strategy targeting long-duration, triple-net leases with investment-grade hyperscaler tenants.
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
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Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
5 days ago
Lucid burned $3.8B in free cash flow against $1.35B in revenue in 2025, while Rivian's cash reserves shrank from $4.81B to $2.85B.
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
5 days ago
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Upslope Capital Management highlighted The Magnum Ice Cream Company N.V. (NYSE:MICC). The Magnum Ice Cream Company N.V. (NYSE:MICC) is a Netherlands-based ice cream company that offers products under the Magnum, Ben & Jerry's, Cornetto, and Wall's brands. On July 21, 2026, The Magnum Ice Cream Company N.V. (NYSE:MICC) closed at $17.88 per share, reflecting a market capitalization of $10.96 billion. The Magnum Ice Cream Company N.V. (NYSE:MICC) posted a one-month return of 4.99%, and YTD its shares gained 12.81%.
Upslope Capital Management stated the following regarding The Magnum Ice Cream Company N.V. (NYSE:MICC) in its Q2 2026 investor update:
"The Magnum Ice Cream Company N.V. (NYSE:MICC): Magnum is a pure-play global ice cream company spun out of Unilever at the end of 2025. It is by far the largest ice cream company in the world (~21% share) with almost double the market share of the #2 player, Froneri (private). Beyond Magnum and Froneri, the largest players hold 2% share at most. Magnum and Froneri are rare for their exclusive focus on ice cream. Key brands owned by Magnum include Ben & Jerry's, Breyer's, Cornetto, Wall's, and of course the flagship Magnum brand. Geographically, Magnum's sales are balanced by region, with nearly 40% each in the Americas and Europe/ANZ, and 25% in Asia, Middle East, and Africa. Emerging Markets are a key growth driver, contributing ~30% of sales.
Magnum initially came on to Upslope's radar as I reviewed out-of-favor consumer staples businesses but sought those with manageable GLP-1 risks due to lower U.S. sales concentration (Magnum is ~25% U.S.). Upslope's key thesis points for Magnum include the following: Dominant, defensive business with significant competitive advantages stemming from ownership of leading global brands (4 of top 5) and complex global frozen supply chain network…" (Click here to read the full text)
#company #management #Share
In its Q2 2026 investor letter, Upslope Capital Management highlighted The Magnum Ice Cream Company N.V. (NYSE:MICC). The Magnum Ice Cream Company N.V. (NYSE:MICC) is a Netherlands-based ice cream company that offers products under the Magnum, Ben & Jerry's, Cornetto, and Wall's brands. On July 21, 2026, The Magnum Ice Cream Company N.V. (NYSE:MICC) closed at $17.88 per share, reflecting a market capitalization of $10.96 billion. The Magnum Ice Cream Company N.V. (NYSE:MICC) posted a one-month return of 4.99%, and YTD its shares gained 12.81%.
Upslope Capital Management stated the following regarding The Magnum Ice Cream Company N.V. (NYSE:MICC) in its Q2 2026 investor update:
"The Magnum Ice Cream Company N.V. (NYSE:MICC): Magnum is a pure-play global ice cream company spun out of Unilever at the end of 2025. It is by far the largest ice cream company in the world (~21% share) with almost double the market share of the #2 player, Froneri (private). Beyond Magnum and Froneri, the largest players hold 2% share at most. Magnum and Froneri are rare for their exclusive focus on ice cream. Key brands owned by Magnum include Ben & Jerry's, Breyer's, Cornetto, Wall's, and of course the flagship Magnum brand. Geographically, Magnum's sales are balanced by region, with nearly 40% each in the Americas and Europe/ANZ, and 25% in Asia, Middle East, and Africa. Emerging Markets are a key growth driver, contributing ~30% of sales.
Magnum initially came on to Upslope's radar as I reviewed out-of-favor consumer staples businesses but sought those with manageable GLP-1 risks due to lower U.S. sales concentration (Magnum is ~25% U.S.). Upslope's key thesis points for Magnum include the following: Dominant, defensive business with significant competitive advantages stemming from ownership of leading global brands (4 of top 5) and complex global frozen supply chain network…" (Click here to read the full text)
#company #management #Share
5 days ago
"This is pure Brazilian football juice."
You've probably heard that phrase before, in some discussion on social media or even on sports debate shows on the radio/TV.
So here comes another one!
Fortaleza announced the dismissal of head coach Thiago Carpini this Thursday (23).
So far, it's just another job cut short among countless others in Brazilian football every season.
#Football #you 've #carpini #pure
You've probably heard that phrase before, in some discussion on social media or even on sports debate shows on the radio/TV.
So here comes another one!
Fortaleza announced the dismissal of head coach Thiago Carpini this Thursday (23).
So far, it's just another job cut short among countless others in Brazilian football every season.
#Football #you 've #carpini #pure
6 days ago
While artificial intelligence (AI) has been the buzz of Wall Street over the last two years, it's not the only trend responsible for lifting the market's major stock indexes to new heights. Investor hype surrounding quantum computing deserves its fair share of credit.
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
6 days ago
It's pretty well documented that the San Francisco 49ers' recent first-round draft history isn't good. But a recent ranking by CBS Sports showcased just how awful the picks under John Lynch and Kyle Shanahan have been since 2000.
Mike Renner ranked all 191 first-round picks over the past six years, factoring in draft capital and the players available rather than pure talent evaluation. San Francisco's five picks over that span landed at No. 43 (Brandon Aiyuk, 2020), No. 95 (Ricky Pearsall, 2024), No. 133 (Javon Kinlaw, 2020), No. 135 (Mykel Williams, 2025) and dead last at No. 191 (Trey Lance, 2021). That works out to one top-third pick, one middle-third pick and three in the bottom third — including the single worst decision of the entire six-year sample.
Renner didn't hold back on the Lance pick, which cost the 49ers a 2021 first-rounder, 2022 first- and third-round picks and a 2023 first-rounder to move up for:
There's no telling what a team that went to the NFC Championship Game in 2022 and the Super Bowl in 2023 could have done if it had used its 2021 first-round pick, 2022 first- and third-round picks and 2023 first-round pick differently.
What's worse is the 49ers' "best" first-round pick is Aiyuk, who could be done in the NFL after his recent offseason social media firestorm. Pearsall has been injury-prone over his two seasons, Williams is coming off an ACL injury and Kinlaw hasn't been on the team since 2024
#pick
Mike Renner ranked all 191 first-round picks over the past six years, factoring in draft capital and the players available rather than pure talent evaluation. San Francisco's five picks over that span landed at No. 43 (Brandon Aiyuk, 2020), No. 95 (Ricky Pearsall, 2024), No. 133 (Javon Kinlaw, 2020), No. 135 (Mykel Williams, 2025) and dead last at No. 191 (Trey Lance, 2021). That works out to one top-third pick, one middle-third pick and three in the bottom third — including the single worst decision of the entire six-year sample.
Renner didn't hold back on the Lance pick, which cost the 49ers a 2021 first-rounder, 2022 first- and third-round picks and a 2023 first-rounder to move up for:
There's no telling what a team that went to the NFC Championship Game in 2022 and the Super Bowl in 2023 could have done if it had used its 2021 first-round pick, 2022 first- and third-round picks and 2023 first-round pick differently.
What's worse is the 49ers' "best" first-round pick is Aiyuk, who could be done in the NFL after his recent offseason social media firestorm. Pearsall has been injury-prone over his two seasons, Williams is coming off an ACL injury and Kinlaw hasn't been on the team since 2024
#pick
6 days ago
Tesla (TSLA) earns a BUY rating and $428 price target, offering 16% upside on rebounding automotive margins and a Q1 EPS beat of 18%.
GM trades near 25x earnings on real cash while Rivian posts negative EBITDA, making Tesla's 167x forward P/E a pure bet on auto-plus-AI.
Prediction markets price a 78% chance Tesla beats Q2 EPS, with the bull case targeting $487 if Cybercab launches and FSD subscriptions hold above 40% growth.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Tesla (NASDAQ:TSLA) heads into its Q2 2026 earnings report tomorrow as the undisputed laggard of the Magnificent 7. Shares are down 17.82% year to date, badly trailing every other name in the cohort. Our proprietary model says the setup is more constructive than the tape suggests.
#price
GM trades near 25x earnings on real cash while Rivian posts negative EBITDA, making Tesla's 167x forward P/E a pure bet on auto-plus-AI.
Prediction markets price a 78% chance Tesla beats Q2 EPS, with the bull case targeting $487 if Cybercab launches and FSD subscriptions hold above 40% growth.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Tesla (NASDAQ:TSLA) heads into its Q2 2026 earnings report tomorrow as the undisputed laggard of the Magnificent 7. Shares are down 17.82% year to date, badly trailing every other name in the cohort. Our proprietary model says the setup is more constructive than the tape suggests.
#price
7 days ago
New Jersey-based Kenvue Inc. (KVUE) is the world's largest pure-play consumer health company by revenue, backed by more than a century of trusted innovation. Home to household names such as Aveeno, BAND-AID, Johnson's, Listerine, Neutrogena, and Tylenol, the company combines science-backed products with strong healthcare professional endorsements. By delivering everyday essentials that millions rely on, Kenvue has earned a lasting place in consumers' homes and in the global consumer health market.
With a market capitalization of roughly $36.5 billion, Kenvue is gearing up to report its fiscal 2026 second-quarter results soon. Wall Street expects the consumer health giant to deliver earnings of $0.32 per share, marking a 10.3% year-over-year increase. Investors have reason for optimism, as Kenvue has surpassed ***** ysts' earnings estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Billionaire Mark Cuban Says If CEOs Get 10% of Pay in Stock, Janitors Deserve the Same Percentage — 'That Will Change the Game'
#Intel
With a market capitalization of roughly $36.5 billion, Kenvue is gearing up to report its fiscal 2026 second-quarter results soon. Wall Street expects the consumer health giant to deliver earnings of $0.32 per share, marking a 10.3% year-over-year increase. Investors have reason for optimism, as Kenvue has surpassed ***** ysts' earnings estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Billionaire Mark Cuban Says If CEOs Get 10% of Pay in Stock, Janitors Deserve the Same Percentage — 'That Will Change the Game'
#Intel
7 days ago
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Upslope Capital Management highlighted The Magnum Ice Cream Company N.V. (NYSE:MICC). The Magnum Ice Cream Company N.V. (NYSE:MICC) is a Netherlands-based ice cream company that offers products under the Magnum, Ben & Jerry's, Cornetto, and Wall's brands. On July 21, 2026, The Magnum Ice Cream Company N.V. (NYSE:MICC) closed at $17.88 per share, reflecting a market capitalization of $10.96 billion. The Magnum Ice Cream Company N.V. (NYSE:MICC) posted a one-month return of 4.99%, and YTD its shares gained 12.81%.
Upslope Capital Management stated the following regarding The Magnum Ice Cream Company N.V. (NYSE:MICC) in its Q2 2026 investor update:
"The Magnum Ice Cream Company N.V. (NYSE:MICC): Magnum is a pure-play global ice cream company spun out of Unilever at the end of 2025. It is by far the largest ice cream company in the world (~21% share) with almost double the market share of the #2 player, Froneri (private). Beyond Magnum and Froneri, the largest players hold 2% share at most. Magnum and Froneri are rare for their exclusive focus on ice cream. Key brands owned by Magnum include Ben & Jerry's, Breyer's, Cornetto, Wall's, and of course the flagship Magnum brand. Geographically, Magnum's sales are balanced by region, with nearly 40% each in the Americas and Europe/ANZ, and 25% in Asia, Middle East, and Africa. Emerging Markets are a key growth driver, contributing ~30% of sales.
Magnum initially came on to Upslope's radar as I reviewed out-of-favor consumer staples businesses but sought those with manageable GLP-1 risks due to lower U.S. sales concentration (Magnum is ~25% U.S.). Upslope's key thesis points for Magnum include the following: Dominant, defensive business with significant competitive advantages stemming from ownership of leading global brands (4 of top 5) and complex global frozen supply chain network…" (Click here to read the full text)
#magnum
In its Q2 2026 investor letter, Upslope Capital Management highlighted The Magnum Ice Cream Company N.V. (NYSE:MICC). The Magnum Ice Cream Company N.V. (NYSE:MICC) is a Netherlands-based ice cream company that offers products under the Magnum, Ben & Jerry's, Cornetto, and Wall's brands. On July 21, 2026, The Magnum Ice Cream Company N.V. (NYSE:MICC) closed at $17.88 per share, reflecting a market capitalization of $10.96 billion. The Magnum Ice Cream Company N.V. (NYSE:MICC) posted a one-month return of 4.99%, and YTD its shares gained 12.81%.
Upslope Capital Management stated the following regarding The Magnum Ice Cream Company N.V. (NYSE:MICC) in its Q2 2026 investor update:
"The Magnum Ice Cream Company N.V. (NYSE:MICC): Magnum is a pure-play global ice cream company spun out of Unilever at the end of 2025. It is by far the largest ice cream company in the world (~21% share) with almost double the market share of the #2 player, Froneri (private). Beyond Magnum and Froneri, the largest players hold 2% share at most. Magnum and Froneri are rare for their exclusive focus on ice cream. Key brands owned by Magnum include Ben & Jerry's, Breyer's, Cornetto, Wall's, and of course the flagship Magnum brand. Geographically, Magnum's sales are balanced by region, with nearly 40% each in the Americas and Europe/ANZ, and 25% in Asia, Middle East, and Africa. Emerging Markets are a key growth driver, contributing ~30% of sales.
Magnum initially came on to Upslope's radar as I reviewed out-of-favor consumer staples businesses but sought those with manageable GLP-1 risks due to lower U.S. sales concentration (Magnum is ~25% U.S.). Upslope's key thesis points for Magnum include the following: Dominant, defensive business with significant competitive advantages stemming from ownership of leading global brands (4 of top 5) and complex global frozen supply chain network…" (Click here to read the full text)
#magnum
7 days ago
Good morning, BBN!
It’s gameday, and more importantly, it’s win-or-go-home time for the Kentucky Alumni, La Familia.
In the first game, La Familia came out hot but cooled down at the end and was able to escape a nail-biter.
In the second game, it was an absolute blowout from the second quarter on.
There’s been quite a lot of controversy surrounding this team, and based on the second game, a lot of the players that were supposed to play could’ve helped them out tremendously. The lack of size and a pure scorer is something Marcus Lee and Archie Goodwin could immediately solve.
#familia #alumni #archie
It’s gameday, and more importantly, it’s win-or-go-home time for the Kentucky Alumni, La Familia.
In the first game, La Familia came out hot but cooled down at the end and was able to escape a nail-biter.
In the second game, it was an absolute blowout from the second quarter on.
There’s been quite a lot of controversy surrounding this team, and based on the second game, a lot of the players that were supposed to play could’ve helped them out tremendously. The lack of size and a pure scorer is something Marcus Lee and Archie Goodwin could immediately solve.
#familia #alumni #archie
8 days ago
If you are waiting for LeBron James to make his free agency decision, you might want to get comfortable.
The basketball universe is waiting for James to decide where he will play the final year(s) of his NBA career after leaving the Los Angeles Lakers at the end of the 2025-2026 season.
There are several potential suitors including former homes like the Cleveland Cavaliers and Miami Heat. There's also the possibility he could link up with stars in Golden State or even Philadelphia or Minnesota.
But on the latest edition of his Game Overpodcast with Max Kellerman, James' agent Rich Paul said that only LeBron James knows when that decision will come and that any reports or information being circulated in the media is pure guesswork.
"I'll say it again, none of these people know anything. **** ody knows nothing. And I say that respectfully because we haven't made it to where anybody knows anything," Paul said. "I think it's important for people to understand, we're not making this about attention and a spectacle. It's not about a decision or anything like that. He has a choice to make. He has a business choice to make. We're not going to sit here and decide or allow someone else to decide when he makes that decision or that choice. It's a business choice that he's making. And I think as an athlete, why is it that an athlete has to rush his choice."
#james #decision #lebron
The basketball universe is waiting for James to decide where he will play the final year(s) of his NBA career after leaving the Los Angeles Lakers at the end of the 2025-2026 season.
There are several potential suitors including former homes like the Cleveland Cavaliers and Miami Heat. There's also the possibility he could link up with stars in Golden State or even Philadelphia or Minnesota.
But on the latest edition of his Game Overpodcast with Max Kellerman, James' agent Rich Paul said that only LeBron James knows when that decision will come and that any reports or information being circulated in the media is pure guesswork.
"I'll say it again, none of these people know anything. **** ody knows nothing. And I say that respectfully because we haven't made it to where anybody knows anything," Paul said. "I think it's important for people to understand, we're not making this about attention and a spectacle. It's not about a decision or anything like that. He has a choice to make. He has a business choice to make. We're not going to sit here and decide or allow someone else to decide when he makes that decision or that choice. It's a business choice that he's making. And I think as an athlete, why is it that an athlete has to rush his choice."
#james #decision #lebron
10 days ago
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Read the original article on Purewow.
It's mid-July, which means wedding season is officially in full swing. And I'm not just talking about your second cousin's destination ceremony. Celebrities have been making the rounds too. Fresh off the buzz surrounding Taylor Swift and Travis Kelce, who tied the knot earlier this month before attending another wedding the following weekend, the celebrity wedding guest fashion inspiration just keeps coming. This time, Brittany Mahomes is serving up a look that's perfect for anyone with a summer RSVP still on the calendar.
The 30-year-old recently shared an Instagram carousel featuring photos of herself and husband Patrick Mahomes on their way to a wedding. Brittany wore a vibrant coral sleeveless dress that felt equal parts elegant and fun. The flattering silhouette featured a mock neck and ruched detailing around the waist that created a beautifully tailored fit.
The back, though, is what really stole the show.
Read the original article on Purewow.
It's mid-July, which means wedding season is officially in full swing. And I'm not just talking about your second cousin's destination ceremony. Celebrities have been making the rounds too. Fresh off the buzz surrounding Taylor Swift and Travis Kelce, who tied the knot earlier this month before attending another wedding the following weekend, the celebrity wedding guest fashion inspiration just keeps coming. This time, Brittany Mahomes is serving up a look that's perfect for anyone with a summer RSVP still on the calendar.
The 30-year-old recently shared an Instagram carousel featuring photos of herself and husband Patrick Mahomes on their way to a wedding. Brittany wore a vibrant coral sleeveless dress that felt equal parts elegant and fun. The flattering silhouette featured a mock neck and ruched detailing around the waist that created a beautifully tailored fit.
The back, though, is what really stole the show.
11 days ago
(NewsNation) — The tantalizing prospect of inspecting a mysterious monolith on the surface of Mars moon Phobos was proposed earlier this century but never took off — to the disappointment of theoretical physicist Maaneli "Max" Derakhshani.
The 300-foot-tall anomaly, which stands in stark relief to its lunar surroundings, has intrigued observers for years. More than a few have likened the object to the iconic "monolith" from "2001: A ******* e Odyssey." In that 1968 film, it was a sort of alarm mechanism on Earth's moon to alert aliens about human progress.
NASA has classified the Phobos monolith as a boulder. But Derakhshani notes the ******* e agency and the SETI Institute — a private organization looking for signs of extraterrestrial intelligence in the universe — were supportive of an effort in the early-2000s to send a robotic lander to the unusual feature of Phobos to take a physical sample for ******* ysis.
Mysterious moon towers: Are there bases on the lunar surface?
Proponents at the time tried to downplay the potential mission as, "Oh, this is purely geological study," Derakhshani told "Reality Check with Ross Coulthart" recently.
The 300-foot-tall anomaly, which stands in stark relief to its lunar surroundings, has intrigued observers for years. More than a few have likened the object to the iconic "monolith" from "2001: A ******* e Odyssey." In that 1968 film, it was a sort of alarm mechanism on Earth's moon to alert aliens about human progress.
NASA has classified the Phobos monolith as a boulder. But Derakhshani notes the ******* e agency and the SETI Institute — a private organization looking for signs of extraterrestrial intelligence in the universe — were supportive of an effort in the early-2000s to send a robotic lander to the unusual feature of Phobos to take a physical sample for ******* ysis.
Mysterious moon towers: Are there bases on the lunar surface?
Proponents at the time tried to downplay the potential mission as, "Oh, this is purely geological study," Derakhshani told "Reality Check with Ross Coulthart" recently.
12 days ago
USO surged 70% year-to-date against XLE's 29%, but over 10 years XLE returned 146% while USO delivered just 34%.
Monthly futures rolls bleed USO in contango markets, selling low and buying high each roll, while XLE compounds through dividends and buybacks.
USO issues a K-1 as a commodity pool, generating potential UBTI inside retirement accounts that XLE's standard 1099 never triggers.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The United States Oil Fund (NYSEARCA:USO) has captured the barrel in a rally year. USO is up 70.32% year-to-date through July 13, 2026, while the Energy Select Sector SPDR Fund (NYSEARCA:XLE) has returned 28.64%. That is a gap of more than 40 percentage points in just seven months. USO holders are being asked why they ever bothered with energy equities. The case for owning USO is straightforward: pure, unlevered exposure to front-month WTI. The case for looking past this year's scoreboard is stronger.
Monthly futures rolls bleed USO in contango markets, selling low and buying high each roll, while XLE compounds through dividends and buybacks.
USO issues a K-1 as a commodity pool, generating potential UBTI inside retirement accounts that XLE's standard 1099 never triggers.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The United States Oil Fund (NYSEARCA:USO) has captured the barrel in a rally year. USO is up 70.32% year-to-date through July 13, 2026, while the Energy Select Sector SPDR Fund (NYSEARCA:XLE) has returned 28.64%. That is a gap of more than 40 percentage points in just seven months. USO holders are being asked why they ever bothered with energy equities. The case for owning USO is straightforward: pure, unlevered exposure to front-month WTI. The case for looking past this year's scoreboard is stronger.
14 days ago
IONQ tumbled 8% while QBTS, RGTI, and QUBT declined 6% as Strait of Hormuz tensions and an oil spike triggered broad risk-off selling across quantum stocks.
With the NASDAQ 100 tracking QQQ ETF down 1.48%, the QTUM ETF's diversified model limited its drop to just 2.42%, which is far less than the 6% to 8% losses seen in some pure-play quantum names.
IonQ's 103x P/E ratio and beta of 3.23 amplify its losses on macro sell-off days, despite a 755% year-over-year revenue surge in Q1.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and IonQ didn't make the cut. Grab the names FREE today.
Quantum computing stocks are the sharpest casualties in Monday morning trading, with the group selling off in unison even though there is no company-specific news driving the move. IonQ (NYSE:IONQ) stock is leading the decline, down 8% to $39.52 and extending a rough stretch that has already carried the shares 31% lower over the past month.
With the NASDAQ 100 tracking QQQ ETF down 1.48%, the QTUM ETF's diversified model limited its drop to just 2.42%, which is far less than the 6% to 8% losses seen in some pure-play quantum names.
IonQ's 103x P/E ratio and beta of 3.23 amplify its losses on macro sell-off days, despite a 755% year-over-year revenue surge in Q1.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and IonQ didn't make the cut. Grab the names FREE today.
Quantum computing stocks are the sharpest casualties in Monday morning trading, with the group selling off in unison even though there is no company-specific news driving the move. IonQ (NYSE:IONQ) stock is leading the decline, down 8% to $39.52 and extending a rough stretch that has already carried the shares 31% lower over the past month.
14 days ago
This week’s All-Star Week festivities got off to a bombastic start on Monday night at Citizens Bank Park, with outstanding performances from established sluggers and burgeoning stars alike in the Home Run Derby. The spectacle of Jordan Walker silencing a partisan Philadelphia crowd with six consecutive bombs to ****** the ****** le from Kyle Schwarber will be hard to top in terms of pure theatre, but let’s see what the Midsummer Classic itself has to offer!
Tonight, the Yankees will have both Ben Rice and Cody Bellinger representing them in the American League’s starting lineup; they’ll take on Philadelphia ace Cristopher Sánchez on his home mound as the Senior Circuit seeks to claim their second straight victory in the main event. The AL had mounted a late-inning comeback to erase a 6-0 lead, but Schwarber ultimately led the NL to victory by winning a Derby-esque swing-off challenge which replaced extra innings.
Of course, two other Yankees were named All-Stars this season: Aaron Judge and Cam Schlittler. Judge is still working his way back from the rib fracture he sustained in the first week of June. Schlittler was about as deserving as any pitcher to get the starting nod for the AL, but owing to his start this past Saturday, opted not to participate. Strangely, Blue Jays manager John Schneider, who will be leading the American League on the field tonight, said he was always planning to tap the Blue Jays’ Dylan Cease as the starter—even if Schlittler was available to pitch. Weird move, but all right.
Bellinger and Rice will hit consecutively in Schneider’s lineup, at the sixth and seventh spot respectively. (Everybody get those jokes out of the way now.) They were not voted into starting spots, but they will each get the nod regardless due to injuries to Judge and Byron Buxton in Bellinger’s case and the combination of Vladimir Guerrero Jr.‘s withdrawal from the event and replacement Nick Kurtz’s recent addition to the IL.
Rice participated in last night’s Home Run Derby, but failed to advance to the next round. He’ll still get a chance to show off the impressive game power which has brought him to the precipice of 30 home runs at the season’s intermission. Bellinger was slumping mightily ahead of the season’s final week, but finished strong with five hits in the last four games ahead of the break. He gets a chance to keep that momentum going against…well, somebody in the NL’s pitching staff. Since it tends to be a new face pitching every inning, and all. Just one big hit from either of them however, and they could join Derek Jeter (2000), Mariano Rivera (2013), and Giancarlo Stanton (2022) as the only All-Star Game MVPs in Yankees history.
Tonight, the Yankees will have both Ben Rice and Cody Bellinger representing them in the American League’s starting lineup; they’ll take on Philadelphia ace Cristopher Sánchez on his home mound as the Senior Circuit seeks to claim their second straight victory in the main event. The AL had mounted a late-inning comeback to erase a 6-0 lead, but Schwarber ultimately led the NL to victory by winning a Derby-esque swing-off challenge which replaced extra innings.
Of course, two other Yankees were named All-Stars this season: Aaron Judge and Cam Schlittler. Judge is still working his way back from the rib fracture he sustained in the first week of June. Schlittler was about as deserving as any pitcher to get the starting nod for the AL, but owing to his start this past Saturday, opted not to participate. Strangely, Blue Jays manager John Schneider, who will be leading the American League on the field tonight, said he was always planning to tap the Blue Jays’ Dylan Cease as the starter—even if Schlittler was available to pitch. Weird move, but all right.
Bellinger and Rice will hit consecutively in Schneider’s lineup, at the sixth and seventh spot respectively. (Everybody get those jokes out of the way now.) They were not voted into starting spots, but they will each get the nod regardless due to injuries to Judge and Byron Buxton in Bellinger’s case and the combination of Vladimir Guerrero Jr.‘s withdrawal from the event and replacement Nick Kurtz’s recent addition to the IL.
Rice participated in last night’s Home Run Derby, but failed to advance to the next round. He’ll still get a chance to show off the impressive game power which has brought him to the precipice of 30 home runs at the season’s intermission. Bellinger was slumping mightily ahead of the season’s final week, but finished strong with five hits in the last four games ahead of the break. He gets a chance to keep that momentum going against…well, somebody in the NL’s pitching staff. Since it tends to be a new face pitching every inning, and all. Just one big hit from either of them however, and they could join Derek Jeter (2000), Mariano Rivera (2013), and Giancarlo Stanton (2022) as the only All-Star Game MVPs in Yankees history.
