Texas senator Ted Cruz, whose attendance at big sporting events hasn't always gone well for the Lone Star State's teams, appeared on College GameDay on Saturday ahead of the Longhorns' home clash with Ohio State.
While we're not sure the reason why, the crowd booed Cruz and heckled him throughout the nearly 10-minute segment with Rece Davis. College GameDay crowds are usually bipartisan and sports-focused, so perhaps the jeering was purely because of Cruz's spotty track record with his teams winning when he attends the games.
We're not sure what exactly caused this, but it's certainly notable whenever a political figure of any party gets such a negative reaction from a crowd like this.
ESPN had Ted Cruz on 'College GameDay' in a conversation with Rece Davis for nearly 10 minutes.

Cruz was heavily booed by the crowd -- and heard "Ted, you suck!" chants -- in Austin. pic.twitter.com/npQesiYMsG
Maybe the Longhorns will still prevail with Cruz presumably in attendance for Saturday night's game, pushing against the fears of the "Ted Cruz curse" that lingers when he's in the stands.

#college #gameday #rece #attendance

College football, in its purest form, is a remarkable game full of tradition, pageantry and so much fun. At the apex of that purity sits rivalry games. Texas-Oklahoma. Ohio State-Michigan. Iowa-Iowa State. There are generations of tradition and hatred built up among the fanbases and the games just bring more juice.
Tonight marks the 73rd meeting of the Cy-Hawk series, which dates back to 1894. The Hawkeyes lead the all-time series 46-25, officially.
But things have been tight recently. Iowa hasn't officially won this game since 2021 (the 2023 win was vacated) and they haven't won it at home since 2018.
Dating back to 2017, every game in this series has been decided by 10 or fewer points. The Cyclones haven't won this matchup by more than 3 since 2005. The last time either team won by more than 10 in this series was in 2016, when the Hawkeyes emerged victorious 42-3.
This week, we've been exploring the parallels to that 2016 season for this series and there certainly are a few. For starters, that 2016 season marked year one of the Matt Campbell era. Now, 2026 marks year one of the Jimmy Rogers era after Campbell departed for Penn State.

#game #since #games #marks

Arizona Cardinals tight end Trey McBride will play with a refined passion in 2026. With the 2025 season in his rearview mirror and the Los Angeles Chargers ahead, McBride is hoping that his passion and premier pass-catching can spark the beginning of a new chapter for the franchise.
The Chargers lost defensive coordinator Jesse Minter, who moved on to a head coaching position with the Baltimore Ravens. Still, Chargers safety Derwin James Jr. is on the roster and his skillset poses a significant opposition for McBride. Cardinals head coach Mike LaFleur still has plans on making McBride the focus of the team offense and it'll come down to pure will to determine whether or not McBride can muscle up.
The Cardinals seem to have a competent offensive personnel group at the skills positions but time will tell how their offensive line fares in 2026. Play-action and the quick passing game are both strategies where LaFleur and offensive coordinator Nathaniel Hackett are likely to call on McBride's jersey number. McBride is quick and physical, plus his route running makes him a mismatch for most opposing linebackers and safeties.
Ultimately, if the Cardinals are to stand a chance on Sunday, they will rely on their passing attack to propel the offense and that'll mean that McBride must be exceptionally magnificent. The Chargers allowed just 19.8 points per game in 2025, but without the mastermind of Minter, McBride might locate a few breaches that can be exploited.
Get more Cardinals and NFL coverage from Cards Wire's Jess Root and others by listening to the latest on the Rise Up, See Red podcast. Subscribe on Spotify, YouTube or Apple Podcasts.

#play #passion #coordinator

As Solheim Cup rivalries were renewed for the 20th time, Carlota Ciganda once again stole the show after Europe's top pairing of Charley Hull and Lottie Woad failed to ignite against the United States at Bernardus Golf Club in the Netherlands
The 36-year-old Spaniard, who is the oldest player on show this weekend, let out a roar of pure emotion after holing a 15-foot putt to earn Europe what had seemed an unlikely half point in the final fourball match of the day to ensure honours are even at 4-4 heading into Saturday.
Ciganda's celebration evoked memories of the nerve-shredding finale at Finca Cortesin in 2023, when her putt allowed Europe to retain the trophy with a 14-14 tie.
And once again Nelly Korda was on the receiving end.
The world number one, and her playing partner Lauren Coughlin, both left match-winning putts short to allow Ciganda, who had crucially won the 16th hole with an eagle, to deliver a stunning reprieve for Anna Nordqvist's team.

#carlota #charley

On September 3, AbbVie Inc. (NYSE:ABBV) finalized its acquisition of clinical-stage biotech Apogee Therapeutics, Inc. (NASDAQ:APGE) for $135.11 per share in cash. The $10.9 billion buyouts immediately fold Apogee's promising inflammatory and immunology (I&I) pipeline into AbbVie's commercial engine. On the exact same day, AbbVie separately reported positive Phase 3 Cervino trial results for its bispecific T-cell engager, etentamig, in relapsed/refractory multiple myeloma. Together, the dual catalysts emphasize how mega-cap pharmaceutical giants are deploying cash flow from legacy franchises to lock in next-generation immunology and oncology ***** ets.
In Q2 2026, AbbVie Inc. (NYSE:ABBV) posted $16.99 billion in net revenue, up 10.2% year over year, while adjusted diluted EPS increased 22.9% to $3.65. Growth was driven by its immunology blockbusters, Skyrizi and Rinvoq, which generated $5.505 billion and $2.525 billion in revenue, respectively, representing growth of 24.4% and 24.5%. These gains more than offset the continued decline in Humira revenue, which fell 35.9% to $756 million amid biosimilar competition. AbbVie reiterated its full-year 2026 adjusted EPS guidance of $13.87–$14.07, including a $0.14 dilutive impact from the Apogee transaction.
As a clinical-stage biotech, Apogee Therapeutics, Inc. (NASDAQ:APGE) generated no product revenue in Q2 2026, while R&D expenses reached $67.3 million and G&A expenses totaled $24.3 million, resulting in a quarterly net loss of $85.9 million. Despite the cash burn, the company maintained a strong liquidity position, with $1.3 billion in cash and marketable securities, alongside a $1.3 billion non-dilutive credit collaboration with Blackstone Life Sciences to support Phase 3 trials of its lead ***** et, zumilokibart.
Financially, AbbVie is vastly superior in immediate cash generation and profitability, whereas Apogee represented pure clinical optionality backed by robust liquidity.
For AbbVie, acquiring Apogee's optimized antibody portfolio, including zumilokibart for atopic dermatitis, strengthens its post-Humira immunology franchise. Combined with internal R&D advances such as etentamig, which achieved statistically significant overall response rate and progression-free survival results in the Phase 3 Cervino study, along with an 87.9% 12-month overall survival rate, AbbVie demonstrates potential to sustain strong organic growth.

#phase #revenue #Growth

Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.

#iphone #foldable #launch #aapl

Wall Street has bid up defense contractors on geopolitical tensions alongside expanded missile-defense funding, but Northrop Grumman Corporation (NYSE:NOC) remains an outlier. On September 4, 2026, the company secured a $508.5 million Missile Defense Agency contract for ICBM and IRBM target flight-test support running through 2035. The non-competitive contract follows the $3 billion (approx.) in framework agreements to expand solid-rocket-motor production for PAC-3 and THAAD interceptors. Despite these bookings, stock slipped 2.5% to $515. The stock is trading near 16 times earnings and 33% below its peak, making Northrop one of the lowest-multiple prime defense contractors.
Northrop is one of the largest-cap defense contractors with exposure to Golden Dome through ******* e sensors and interceptors, while the Sentinel ICBM and the B-21 bomber provide additional exposure to broader U.S. strategic modernization. The recent bookings back that up: the $508.5 million MDA award, the ~$3 billion PAC-3 and THAAD agreements that will double and triple solid-rocket-motor capacity, and $1.4 billion of IBCS-related U.S. and Polish air-and-missile-defense awards announced in 2025. The latest MDA contract includes cost-plus, cost-reimbursable, and fixed-price-incentive elements, which reduce some financial exposure compared with purely fixed-price development work. Long-term missile-shield funding, however, remains tied to both political and defense bets. Legislative approval introduces timing risk, but the bull thesis is already working.
Execution problems explain the valuation discount. The Sentinel ICBM program triggered a critical Nunn-McCurdy breach after projected costs rose 81% to roughly $141 billion, forcing a Pentagon program restructuring. Concurrently, low-rate initial production on the B-21 bomber generated approximately $2 billion in pre-tax charges on fixed-price commitments. Management must demonstrate that these losses have ceased. Till then, multiple expansion will remain limited. Lockheed trades at roughly 19 times earnings compared with Northrop at about 16 times.
Institutional positioning does not point to aggressiveness in short trades. Our Insider Monkey database tracked 59 hedge funds holding NOC in the second quarter of 2026, compared to 62 in the first quarter. Short interest sits at 1.7% of the float, representing a low number of bets against the stock. Paired with -0.11 beta and a 1.9% dividend yield, the stock offers portfolio diversification at a discounted entry multiple.

#northrop

Ahead of the Cincinnati Bengals' season opener on Sunday, Sept. 13, Paycor Stadium introduced a slate of new food and beverage options, including a seafood tower, Mazunte walking tacos, a double smash cheeseburger and oversized ice cream sundaes.
Christopher Revercomb, senior executive chef for Aramark Sports + Entertainment, which oversees food service at Paycor Stadium, said the goal is to balance traditional game-day favorites with upscale offerings. The menu is shaped by fan feedback, sales data and emerging food trends.
PHOTOS: Cincinnati Bengals show new food options for this season at Paycor Stadium
We try to keep it fresh and listen to what the fans want," Revercomb said.
Among the new concession stand additions are Penn Station cheesesteaks, Lee's Famous Recipe chicken tenders and potato wedges, and Mazunte walking tacos. The tacos are available with chicken or ground beef and topped with queso fundido, black bean puree, pickled red onions, pico de gallo and cilantro.

#Food #revercomb

Jeff Klingelhofer, CFA, Managing Director, Portfolio Manager & Senior Research **** yst, Securitized **** ets at Aristotle Pacific didn't set out to be a bond guy but a launchpad at PIMCO, stops in Tokyo and London, and a Chicago MBA detour into a scrappy five-person hedge fund rewired how he thinks about fixed income. The internship stuck, with Klingelhofer building out Thornburg's taxable fixed income desk from employee #3 to Head of Investments, before joining Aristotle Pacific in 2024. The firm is a 15-year-old franchise (formerly Pacific **** et Management) now running roughly $16 billion and, as of July 30, three brand-new ETFs: the Aristotle Core Plus Income ETF (ARCP), the Aristotle Multi-Sector Income ETF (ARMS), and the Aristotle Short Term Income ETF (SDUR).
The pitch isn't about taking on more risk to boost returns but about capturing returns with minimal risk, and that means shopping across every fixed income silo instead of hunting inside one. Klingelhofer gives the example of February 2020, when American Airlines' corporate bond and its aircraft-backed EETC both priced at 3.75% with the same issuer, same tenor, same yield. A month later, COVID hit and the corporate bond cratered to 27 cents on the dollar while the EETC held at 65 cents. Same company, wildly different outcomes because Wall Street desks looked at each instrument in isolation instead of comparing across the capital stack. That's the whole Aristotle Pacific thesis, and it's why he sees the same mispricing setting up today in data center financing.
The three funds slot into that framework by risk level, with SDUR as a low-duration, active-credit alternative to cash, ARCP as a core-bond upgrade aiming to beat the Agg by 100-150bps, and ARMS as the full relative-value expression targeting 250bps over a cycle with real flexibility to shift credit quality. Macro-wise, Klingelhofer thinks the market is underestimating new Fed Chair Warsh, who, unlike his predecessor, inherits a purely high-inflation world with no disinflationary tailwind. It means the firm is positioning the funds slightly long duration as a hedge against credit risk elsewhere in the book. His closing advice to advisors was a cautionary and practical one, that they shouldn't expect Aristotle to work in every environment (no fund does), and to pair its bottom-up process with top-down managers like PIMCO so the two zig and zag differently throughout market cycles.
To learn more about Aristotle Pacific, go here, or you can learn more about their new ETFs here.

#pacific #same #fixed

Turkish Airlines will become Liverpool's new front-of-shirt sponsor from the start of the 2027/28 season, the Premier League giants announced on Tuesday.
No fee was disclosed by the club, but the BBC reported that the five-year deal was worth £300 million ($406 million) in total.
A contract worth more than £60 million a season, would represent an increase on the current £50 million-per-season deal with retail bank Standard Chartered, who have been the Reds' front-of-shirt sponsor since 2010.
Liverpool's new deal is believed to be the most lucrative purely front-of-shirt agreement in Premier League history, with **** nal and Manchester City's agreements with Emirates and Etihad Airways respectively also involving stadium naming rights.
By contrast, six-time European champions Liverpool's home ground is still solely known by its original name of Anfield.

#million #front #sponsor #worth

Jim Cramer openly shares his opinions about various stocks, and on September 3, 2026, during an episode of CNBC's Mad Money, he gave his two cents on Nuvation Bio (NUVB).
A caller asked about the surging biopharma name, and Cramer answered in five plain words: "This is a pure spec."
That is short for pure speculation, which implies a stock that trades on what a drug might do someday, not on the money the company is making right now.
His warning came as the stock climbed on real news, which is exactly what makes Nuvation such a tricky call for investors.
Cramer has hosted Mad Money since 2005 and ran a hedge fund for years before that, so when he flags a stock as too risky for most people, it carries weight.

#cramer #nuvation #pure #shares

Michael Reschke believes Max Eberl has done enough to justify his new contract at Bayern Munich, and his ***** sment carries plenty of weight given his own history at the club.
Reschke joined Bayern Munich in 2014 as the club's first technical director, following 35 years at Bayer Leverkusen. He spent three seasons in Munich before leaving in 2017 to become sporting director at VfB Stuttgart. During his time with Bayern Munich, he was heavily involved in squad building and scouting.
Now, Reschke is backing Eberl after Bayern Munich extended his contract through 2029.
"If I look purely at Max's record, then we have a top team that plays exciting football. He's brought in one of the best coaches in the world, someone you simply have to admire, and who is a gift to FC Bayern. Overall, his transfer policy is sound. That there are internal discussions about one or two personnel decisions is just business as usual at a club like FC Bayern. The squad is extremely well-planned and of the highest European standard. There's a lot I really like about it," Reschke told Abendzeitung.
Reschke's argument is ultimately about looking at the bigger picture.

#bayern #like

It seemed like a heartwarming ending. Chris Paul, the man who helped turn around the Clippers' culture and the transition from Donald Sterling to Steve Ballmer as an owner during the Lob City era, came back to the Clippers for his final season before retiring.
Instead, Paul's strong leadership style clashed with coach Tyronn Lue and management — CP3 would say he was holding them accountable — and 21 games into the season they sent him away from the team (but still on the roster). Then at the deadline he was traded to Toronto in what was purely a financial move.
Chris Paul discussed that exit on the Build or Break podcast and did not hold back.
"What's interesting about that whole situation is, it's probably one of the most disrespectful things that I've endured...
"I think just because of the investment we made in the team for as long as we have, and to see the way stuff was handled. What it lets you know is that no matter what you do or what you've done, **** ody cares."

#chris #paul #ballmer

Wall Street delivered a sharp split on September 4. The S&P 500 fell 0.4% after a stronger-than-expected jobs report lifted rate concerns, but Sandisk jumped 11.9% and Micron gained 6.1%. The divergence matters because it was not a broad risk-on move. The pattern was consistent with investors rotating toward memory and storage suppliers that help keep AI systems fed with data. That put Sandisk Corporation (NASDAQ:SNDK) and Micron Technology, Inc. (NASDAQ:MU) at the center of the session.
Source: Sandisk Corporation
Sandisk offers the purer NAND and flash-storage argument. Its August results established data center as a key growth pillar, and management said it had signed five more new-business-model agreements since April. The bull case is that AI expands high-value enterprise storage demand while tighter supply supports pricing. The bear case is cyclicality: customer agreements cannot eliminate inventory swings, pricing reversals, or the execution risk that comes with a newly independent public company.
Professional ownership broadened before Friday's rally. Insider Monkey counted 128 hedge funds holding Sandisk Corporation (NASDAQ:SNDK) at June 30, up from 114 at March 31. Leopold Aschenbrenner's Situational Awareness LP disclosed 2,495,344 shares, about 119% more than the 1,140,119 shares reported in Q1. Those filings are quarter-end snapshots and do not show what the funds did during the September move.
Micron supplies both high-bandwidth memory and conventional DRAM and NAND. Its fiscal third-quarter revenue reached $41.46 billion, while Cloud Memory revenue rose to $13.77 billion and Core Data Center revenue to $11.52 billion. That operating leverage is the bull case. The counterargument is that extraordinary margins invite capacity additions, and today's scarcity economics may normalize faster than investors expect.

#sandisk #corporation #center #storage

Palantir Technologies' stock jumped approximately 8% on Thursday, recovering from the previous session's nearly 6% decline and trading near $183.
The rebound came even as prominent short-seller Michael Burry, known for his role in "The Big Short," renewed his long-standing bearish critique of the company.
In a detailed post on X early Thursday, Burry reiterated that Palantir is back in the stratosphere and that the facts have not changed. He described the firm as a consultant riding a bubble of AI FOMO demand and warned that its market cap could eventually fall well below $100 billion.
Burry focused on accounts receivable trends, noting that receivables had grown faster than revenue in 9 of the last 12 quarters, with one customer accounting for about 25% of receivables while contributing less than 10% of revenue.
He also highlighted rising days sales outstanding, deferred revenue patterns resembling those of consulting firms like Accenture rather than pure SaaS peers, elevated stock-based compensation, and large net operating losses. Burry disclosed that he remains short the stock and holds put options.

#Stock #revenue

Small and midsize shippers are often forced to stitch together various tools for parcel labels, freight quotes, tracking, and much more. The fragmentation gets more expensive as a business grows past pure e-commerce, since the moment a merchant needs to move inventory between warehouses or ship a pallet instead of a box, they're forced out of whatever platform runs their day-to-day shipping and into unfamiliar territory.
ShipStation Global CEO Tom Madine has built the company's post-merger strategy around closing that gap, knowing that the same merchants who came to the platform for parcel labels are increasingly buying freight, too, and would rather not leave the software to do it.
The LTL rollout is the first major product integration since Thoma Bravo acquired WWEX Group (parent of Worldwide Express, GlobalTranz, Unishippers, JEAR Logistics and BLX Logistics) and merged it with Auctane, the parent company of ShipStation, this past June. The combination created ShipStation Global, a company now valued at roughly $12 billion. CEO Tom Madine described the logic of putting the two businesses together as less about scale for its own sake and more about closing a gap both companies kept running into with customers.
"If you think about an e-commerce merchant that's selling through multiple channels, using multiple carriers with inventory in multiple places, it makes that a much more seamless and stress-free process for them, and allows them to manage everything through a single pane of glass," Madine said of the legacy ShipStation product, before pointing to what it had been missing. "There's nothing else like it on the market."
According to Madine, that gap had shown up repeatedly in customer surveys. "One of the most common requests that ShipStation would get in the legacy Auctane world was, 'When are you going to add other modes to the platform?'" he said. "Prior to today, if you were a ShipStation user, you were managing your entire workflow in ShipStation, except when you needed to move freight." Merchants who needed to move inventory between warehouses had to leave the platform entirely, log into a separate freight system, and reconcile the two.

#freight #inventory #multiple #auctane

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted WaterBridge Infrastructure LLC (NYSE:WBI). WaterBridge Infrastructure LLC (NYSE:WBI) is a pure-play water infrastructure company. On September 2, 2026, WaterBridge Infrastructure LLC (NYSE:WBI) closed at $32.26 per share. Over the past month, WaterBridge Infrastructure LLC (NYSE:WBI) declined 1.31%, while YTD its shares are up 61.37%. WaterBridge Infrastructure LLC (NYSE:WBI) has a market capitalization of $3.98 billion.
WestEnd Capital Management stated the following regarding WaterBridge Infrastructure LLC (NYSE:WBI) in its Q2 2026 investor letter:
"WaterBridge Infrastructure LLC (NYSE:WBI) owns and operates the largest independent produced-water infrastructure network in the Delaware Basin, providing services that are essential to energy production throughout one of North America's most productive oil basins.
The scale and density of this network would be extremely difficult and expensive to replicate. WaterBridge also generates most of its revenue through long-term contracts that include minimum-volume commitments and inflation-linked pricing.

#waterbridge #investor #quarter #earnings

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Janus Living, Inc. (NYSE:JAN). Janus Living, Inc. (NYSE:JAN) is the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S. publicly traded REIT. On September 2, 2026, Janus Living, Inc. (NYSE:JAN) closed at $30.70 per share. Over the past month, Janus Living, Inc. (NYSE:JAN) returned 5.51%, and its shares are up 27.08% over the three months. Janus Living, Inc. (NYSE:JAN) has a market capitalization of $9.45 billion.
WestEnd Capital Management stated the following regarding Janus Living, Inc. (NYSE:JAN) in its Q2 2026 investor letter:
"Janus Living, Inc. (NYSE:JAN) is one of the nation's largest pure-play owners and operators of senior housing communities. Unlike traditional triple-net REITs that collect fixed lease payments, Janus generates operating income directly from resident rents and service fees. That means the company captures the full operational upside as occupancy and rental rates increase, while also ******* uming the operational risks of running its communities. Because residents pay privately rather than through Medicare or Medicaid reimbursement programs, the business is largely insulated from changes in government reimbursement policy.
The industry's long-term fundamentals remain compelling:

#westend

Chevron's 52-week high reflects three Venezuela JVs that grew production to 250,000 barrels daily, not the private company's 65-billion-barrel headline lease.
CVX's core thesis rests on Permian scale, Guyana's Stabroek block, and a 20-year Microsoft power purchase agreement, while Venezuela represents pure upside optionality.
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Venezuela reportedly lays claim to over 300 billion barrels of proven oil reserves, and the U.S. has set its sights on more of them.
Bloomberg News correspondent Tyler Kendall reported from Caracas this week that the headline prize of Washington's Venezuela deal, a 100-year lease on 17 strategic oil fields holding a claimed 65 billion barrels, went to a private, non-supermajor bidder: North American Blue Energy Partners, a private company that cannot develop the fields alone and has yet to sign on producing partners. Meanwhile, Chevron (NYSE:CVX) stock just printed a fresh 52-week high at $212.79 on a separate, parallel Venezuela commitment. The two developments deserve to be evaluated separately.

#barrels #lease #year

Micron (NASDAQ: MU) has been an incredible stock to own in 2026, as it's up by around 225% this year. Just because it has done so well already, though, doesn't mean it isn't primed for more upside, and one billionaire investor recently bought more shares of it.
During the second quarter, billionaire Phillippe Laffont, who runs investment management firm Coatue Management, massively increased its Micron stake. As of the end of Q1, it held around 166,000 Micron shares. As of June 30, it held 3.1 million. That's a huge jump in a short time frame, but after looking at Micron's potential, I think it makes perfect sense.
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 »
Micron is down over 20% from the all-time high it hit in June, and I think now could be the perfect time to load up on shares, as a rally could be imminent.
Micron makes memory chips, which are in short supply because the artificial intelligence build-out is consuming the majority of what producers can manufacture. Every memory-chip maker is more than sold out well in advance of production, which has caused prices for memory to skyrocket. Little has changed when it comes to their input costs, so this price growth is creating pure profit for Micron.

#time #signal #june #flashing

Julián Álvarez ended the summer window still on Atlético Madrid's books, but that outcome has settled almost nothing. Barcelona spent the entire market chasing the Argentine, Atlético publicly rejected the pursuit in increasingly hostile terms, and ******* nal explored an offer of their own while the whole thing threatened to boil over. The question now isn't whether the saga is over – it plainly isn't – but which of the three forces at play, Atlético's contractual leverage, Barcelona's valuation, or Álvarez's own stated preference, actually decides what happens next.
Álvarez himself gave the clearest signal of intent back in June, telling ESPN after Argentina's World Cup win over Austria that a transfer to Barcelona was the best thing for everyone and that he wanted to fulfil his dream. Those words were music to Joan Laporta's ears and poison to Atlético's dressing room. Everything that has followed, including deadline day passing without a deal, sits downstream of that one public admission.
Álvarez's Atlético contract runs until June 2030 and carries a release clause of around €500 million – a figure so far beyond market reality that it functions purely as leverage, not a genuine asking price. Barcelona say they made a €100 million bid; Atlético sources initially denied receiving any offer at all before later confirming one had arrived, structured across six yearly instalments and worth that same €100 million.
On July 30, with the dispute already curdling, Atlético reported Barcelona to the Spanish Football Federation over their pursuit of the player. No public update from the federation had followed by the time The Athletic's reconstruction of the saga was published. Álvarez remained at the Metropolitano when the window shut, and reports suggest he is expected to stay at Atlético at least until the January window reopens the conversation.
Before the summer even began, senior Atlético sources indicated the club would let Álvarez leave for €150 million provided a deal closed by July 20. That deadline passed with no agreement, and Atlético's position hardened dramatically. By late June, chief executive Miguel Ángel Gil Marín was drawing a line that had nothing to do with valuation gaps.

#window #federation #summer #nothing

Jakob Ingebrigtsen admits he is "a long way" from the level that he expects. The maverick Norwegian made a dramatic return to racing at the European Championships in Birmingham, storming to 5,000m gold to banish skepticism surrounding his condition and his nerve to compete on the big stage following a 323-day absence after a debilitating Achilles injury.
Athletics is a star-driven sport and the 1,500m, among its most compelling events, alongside the women's 800m, depends on head-to-head duels when records, such as Josh Kerr's captivating tilt at the one mile mark in London, are not at stake.
The two great rivals, who were famously caught snoozing in Paris two years ago as Cole Hocker slipped up the inside of the rail to ***** gold, continue to bristle at each other's journeys away from the track.
Ingebrigtsen's command and control across 5,000m is mesmerising, but even if Kerr was merely provocative in his claim that "no one cares" about that event, the pure chaos of the 1,500m reigns and its former Nordic king knows all too well.
"I think a lot of people should be [disappointed in Kerr's absence from some championships]," Ingebrigtsen had remarked. "Because that is what championships are all about. It's not for us as athletes to choose almost where to participate. We have these championships for a reason, and that is for the best athletes to compete - that is the whole point.

#jakob

The Fidelity Investment Grade Bond ETF (NYSEMKT:FIGB) offers a yield-seeking approach via corporate and government debt, while the iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) provides a lower-cost, pure-play on intermediate U.S. Treasuries.
Fixed-income investors often choose between the absolute safety of government debt and the slightly higher yields of investment-grade corporate bonds. This comparison examines how the Fidelity fund offers a diversified bond portfolio compared with the iShares fund's focused Treasury strategy.
Metric
IEI
FIGB

#investment #offers #government #debt

Enes Kanter has been asked how many points he thinks he would be scoring in the WNBA if he were allowed to compete.
Kanter declared for the 2027 WNBA draft over the summer and has now spoken to Piers Morgan about the league and the ongoing transgender athlete debate.
When doing so, he suggested he could destroy the current NBA single-game scoring record, which is held by Wilt Chamberlain.
Photo by Michael Reaves/Getty Images
Morgan asked: "I mean just in pure cold hard reality if you were to play in the WNBA in an average game, how many points do you think you'd score?"

#enes

Lewis Hamilton just brought the Monza paddock to an absolute standstill by arriving for Thursday's media day behind the wheel of his freshly restored Ferrari F40. Ahead of the 2026 Italian Grand Prix, the seven-time world champion proved exactly why he is F1's ultimate style icon, blending a rare piece of automotive history with a perfectly tailored vintage aesthetic.
The viral video captures the sheer aura of the moment as Hamilton pulls the iconic wedge-shaped supercar into the paddock, sporting a custom "44" license plate on the front ****** per.
While the screaming twin-turbo V8 engine was enough to draw a massive crowd of photographers and paddock personnel, Hamilton's exit from the car was pure cinematic perfection.
Stepping out of the low-slung bucket seats, Hamilton delivered a masterclass in vintage styling. The Scuderia driver emerged wearing a crisp black suit and tie, a black Kangol beret, and vintage shades, all layered under a heavy, tan overcoat draped over his shoulders. Clutching a leather briefcase, he paused to secure the F40's lightweight door before effortlessly striding through the sea of flashing cameras.
But this wasn't just a PR stunt using a random museum piece; this F40 is a deeply personal project for the Formula 1 legend.

#hamilton #lewis #Ferrari #ahead

It's no longer a given that Shohei Ohtani will pitch again in 2026.
The Los Angeles Dodgers superstar has been working purely as a designated hitter since July 3 due to a left knee issue that required a lubricant injection during the All-Star break. It was hoped he could return as a pitcher in an abbreviated fashion on Sunday, but a bullpen session days earlier didn't go well enough to put him on the mound.
On Wednesday, Dodgers manager Dave Roberts told reporters that shutting Ohtani down for the season as a pitcher is "certainly an option."
When asked if there was a deadline to make such a decision, Roberts indicated the team was in no rush:
"There's no hard timeline because any inning that he gives us is additive, given his roster availability. To say that you could give us one inning or two innings is not valuable, that's not true. The cost is does it affect his health? There's really no timeline, definitive deadline to say, 'Hey, this is when we're going to stop.'"

#roberts #shohei

Nvidia (NVDA) just announced a $3.5 billion investment in MediaTek through convertible bonds, representing the chipmaker's largest direct investment outside the United States and signaling a decisive strategic pivot toward ecosystem expansion rather than pure GPU dominance. The deal, announced on Monday, August 31, sent MediaTek shares surging 10% in Taipei trading on Tuesday, hitting the daily trading limit as investors interpreted the move as a powerful endorsement of MediaTek's AI ambitions.
Under the expanded partnership, MediaTek will adopt Nvidia's NVLink Fusion platform, which enables custom AI chips built by third parties to integrate directly into Nvidia's rack-scale data center systems.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#trading

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.
Management deliberately scaled back mining operations to prioritize economic returns over pure scale, resulting in a sequential revenue decline.
The company transitioned a portion of its capacity to a leasing model, shifting direct operating costs and variable risk to lessees.
Operational efficiency was improved by phasing out older S19 series mining machines in favor of newer, more efficient hardware.
A new Bitcoin hedging program was implemented to mitigate price volatility and enhance the predictability of operating cash flows.

#tell #identified

The dust has settled on what has been an extremely eventful Tottenham Hotspur summer transfer window. You can see how busy Spurs were from the transfer summary article, which isn't even complete despite me doing my best to track it all summer long. (Alasdair Gold counted 54 moves this summer in all squads including reserves and U-squads; clearly I missed some, especially in the youth and reserve teams.) If nothing else, Tottenham Hotspur was certainly not idle.
But how did we do? Well… it's complicated. Spurs spend an obscene amount of money on new signings (£394m by best estimation, not including purchase options), offset a great deal by numerous player sales (£264m including options). The net spend is actually not that bad — £130m all said, which puts it in line with transfer spends in the last few years of the Daniel Levy era.
Spurs have turned over the club in Roberto De Zerbi's image, and whether you think that's a positive or not is very likely going to color your perception of the window as a whole. Matty and I have our takes. Let's see what you think!
Okay, so I'm going to get meta on you all right now. How do you even grade a transfer window? Do you look purely at the players brought in? Or do you look a level deeper, at what those signings imply about leadership and process? In my writing of this blurb, I went back and looked at my summary this time last year (which, by the way I rated as a C+, a rating I would say was pretty apt given the ensuing results, even though many thought we were being overly negative). Here's part of what I said:
There's a few things you need to take into account when looking at this window. There's the actual players signed; there's outgoings; there's the strategic fit; and then there's the timeline by which this happened and the process behind it all. The latter was a resounding, unequivocal failure.

#even #TOTTENHAM #summary

Texas A&M will open up the season against the Missouri State Bears at Kyle Field on Saturday night. It's always difficult to judge a team in these matchups, where talent alone can carry you, but you can still learn a lot about your players.
In this game, I don't think there will be a true X‑factor, but the defensive line needs to show pure dominance, two‑deep, for fans to feel comfortable heading into Week 2 against the Arizona State Sun Devils. It's not completely new faces, but with most of last year's production headed to the NFL, the question is how good this group can actually be in 2026.
Returners T.J. Searcy, D.J. Hicks, and Marco Jones have all flashed high potential, and with the addition of Anto Saka, they now have another legitimate speed rusher off the edge.
They also beefed up the middle by adding C.J. Mims and Angelo McCullom. How much will this unit actually play on Saturday? Who knows, but when they're on the field, it needs to be obvious they are leagues better than the offensive line across from them.
Below is a breakdown of what we would like to see from each of these players.

#players #actually #missouri