Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than one industry.
The automotive agreements, completed with Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, give Micron greater visibility into future memory and storage orders as vehicles add more advanced driver ******* istance and in-cabin computing power. Automotive platforms carry long production lifecycles and strict qualification standards, so locking in supply and pricing years ahead reduces the kind of order volatility that has hurt Micron during past downturns.
The bigger driver remains AI. Amazon (NASDAQ:AMZN) has lifted its 2026 outlay target to $220 billion, and Alphabet (NASDAQ:GOOGL) plans a $200 billion budget of its own, money that keeps flowing toward the memory chips inside AI servers. That demand already shows up in the numbers. In the nine months ended May 28, the first three quarters of fiscal 2026, Micron's revenue reached $79 billion, a 203% jump from the same stretch a year earlier, while net income hit $47 billion, a 60% net margin, versus just $5 billion the year before. ******* ysts expect revenue to grow 247% this fiscal year and another 85% in fiscal 2027, and Micron has pushed customers toward five-year price agreements instead of the one-year contracts that once left it exposed to sudden price swings.
Micron's stock climbed nearly 690% over the twelve months before peaking in June, then fell about 30% since, a pullback that reflects investors growing less willing to pay up for growth rather than any clear deterioration in the business. Some of that hesitation is historical memory. Memory chip supply has caught up with, and usually exceeded, demand in every prior upcycle, and when it has, prices and profits have reversed just as sharply as they rose. Competition adds to the risk. Beyond longtime rivals Samsung and SK Hynix, the Chinese firm ChangXin Memory Technologies could start turning out high-bandwidth memory before this year is out, a development that may chip away at the pricing power Micron currently enjoys. Early investors locking in gains after such a steep run have added to the selling as well.

#memory

Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) just reported strong second-quarter earnings, with operating income rising over 16% year-over-year.
Notably, the company's massive cash **** d declined from over $397 billion in the first quarter to $365.5 billion by the end of the second quarter, as CEO Greg Abel began putting cash to work.
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 »
Even more interesting is that Berkshire was a net buyer of stocks in the second quarter. According to quarterly reports filed with the Securities and Exchange Commission, the large conglomerate purchased nearly $23.5 billion in stocks in the second quarter and sold only about $3.7 billion.
In the 14 quarters prior, Berkshire had been a net seller of stocks. Is this the screaming buy signal that investors have been waiting for?

#berkshire #stocks #flashing

Interested in Louisiana-Pacific Corporation? Here are five stocks we like better.
Second-quarter results weakened: Sales fell $90 million year over year to $664 million and EBITDA dropped $63 million to $79 million, primarily because of lower OSB prices and volumes. LP expects OSB EBITDA of approximately negative $45 million in Q3 and negative $120 million for 2026 if prices remain flat.
Siding showed resilience and is expected to rebound: Despite a 4% sales decline and weather, freight and inflation disruptions, the segment maintained a 26% EBITDA margin. LP forecasts Q3 Siding revenue of $460 million–$470 million and EBITDA of $110 million–$120 million, with modest volume growth anticipated.
LP is prioritizing Siding investment while reducing spending elsewhere: The company cut its 2026 capital-expenditure outlook by $70 million to about $320 million, largely by delaying OSB maintenance projects, while directing roughly three-quarters of spending toward Siding capacity expansions.
These 3 Rising Dividend Plays Come Cheap

#negative

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations directly inside the productivity tool millions of small businesses already use. Two days later, on August 6, the stock dropped 30% after second-quarter earnings revealed a guidance cut. Investors now have to decide which story matters more.
The Copilot integration is a meaningful distribution move. Instead of asking small business owners to leave their workflow and visit LegalZoom's site, the new agent lets Microsoft 365 Copilot users compare business structures like LLCs, corporations, nonprofits, and DBAs right where they are already working. A founder can ask Copilot how to start a business, get walked through a formation checklist covering state, name, and ownership, and see LLC packages with pricing, all backed by LegalZoom's 100% accuracy filing guarantee. The same agent connects users to attorneys in LegalZoom's network for consultations on contracts, intellectual property, and employment matters, complete with attorney bios and available appointment times for either async chat or scheduled calls. LegalZoom even generates an AI-powered briefing document so attorneys walk into each consultation with context on the client already in hand.
That product push lands on top of a subscription business that has actually been performing. Subscription revenue rose 11% in the second quarter, marking five consecutive quarters of double-digit growth in that category, the part of the business LegalZoom is leaning into most. Total revenue came in at $205.3 million, up 7% year over year and roughly in line with what ******* ysts expected. For investors willing to look past this week's news, the forward price-to-earnings ratio of 6.22 is strikingly cheap for a company still growing its highest-margin revenue line by double digits.
The reason the stock fell 30% is that the good subscription numbers came wrapped in bad news elsewhere. Management said abrupt changes to Google's search algorithm hurt the company's traffic from the world's largest search engine, a serious problem for a business that depends heavily on customers finding it online. In response, LegalZoom cut its full-year 2026 revenue guidance to a range of $795 million to $805 million, down from a prior range of $810 million to $830 million. The company also trimmed the top end of its adjusted EBITDA guidance to $195 million, down from a previous ceiling of $200 million. Adjusted net income, which excludes certain accounting items, actually fell 3% to $27.4 million, or $0.16 per share, even as revenue grew. Management is now taking what it calls a more cautious approach to customer acquisition while it works to offset the search disruption with subscription and specialized product growth, a pivot that will ta

LOS ANGELES -- The fight was there. But once again, it wasn't enough.
It's felt like a recurring theme for the Sparks this season. Get down big and then come back, only to fall short. It would've been great to keep the momentum going after that huge win against the Lynx but the Sparks couldn't overcome the Valkyries at home, 84-78.
The Sparks got down, 29-15, after one. The team wished they could take back that first quarter.
"I think (Erica Wheeler) put it best when we finished the game," Sparks forward Nneka Ogwumike said after the game. "She was saying it's the small things, especially when you're... everybody right now is in the thick of it in the season so when you're trying to put these games together, you really have to pay attention to those details. I think a lot of those details showed up in that first quarter. I think we probably can all say that we would do that first quarter over but with a team like that, you absolutely can't have multiple quarters, even one quarter, playing that way."
The Sparks have had many slow starts this season and Sunday was no exception.

#quarter #season #down

According to NFL Network's Ian Rapoport, he wouldn't be surprised if Indianapolis Colts quarterback Anthony Richardson, who's competing for the QB2 job behind starter Daniel Jones, has played his last down in Indy:
It's been a roller coaster ride for the 2023 4th overall pick of the Colts, who had a promising start to his pro career as a rookie in a limited 4 starts that same season, before being lost to a season-ending shoulder injury.
Richardson endured a 'sophomore slump' a year later, where his maturity was questioned following his infamous in-game tap-out incident, and it's been a myriad of injuries that have kept him off the field ever since—including a freak accident in Week 6 last season when a medical band snapped during pre-game work, which would cause him to miss the remaining 2025 season. The Colts could've certainly used Richardson after Jones went down with an Achilles tear during Week 14 of last year, but as mentioned, he wasn't available himself as a backup.
There's been plenty of blame to go around for both sides. The Colts initially said he needed snaps and game day reps after drafting him, only to reverse course, and say he wasn't ready—and should've sat to begin his pro career in retrospect. Indianapolis never surrounded him with a willing veteran mentor at quarterback either.
Even overlooking the injuries, Richardson's passing accuracy remains a critical deficiency for him to take the next step, and it's a fair question of whether he was doing everything on and off the field to lead the team as their new QB1—and the fresh CEO of W. 56th Street team headquarters.

#richardson #jones #down

Not sure if we have a guest recap today. I didn't hear back from the scheduled recapper, and didn't see them in the GDT either. So just in case, I'm going to throw up a quick one for now: if a proper recap shows up, this one can quietly wander off into the sunset. I think it's definitely worth marking the fact that today was the first time since 2018 that the D-backs have won the season series over the Dodgers. Now, it's still highly likely to be nothing more than a moral triumph. Los Angeles are still 7.5 games ahead of Arizona, so there's unlikely to be any need for any tie-breaker. But it still indicates this team is certainly playing them tougher than some previous years.
And few players deserve that "tougher" label than Eduardo Rodriguez, who threw 115 pitches over seven innings of two-run ball. It was certainly needed, on a day where the team effectively had four relievers off the board. That was a full ten pitches more than any Arizona starter this year. The last time any D-back threw more was more than nine years ago, Robbie Ray tossing 122 on June 30, 2017. [Of course, Randy Johnson passed that number on an almost everyday basis: twenty-one times in both 1999 and 2001] E-Rod scattered five hits and two walks, with nine strikeouts and improved his record for the year to 11-4.
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The offense jumped out on Justin Wrobleski early, putting up a crooked number in both the first and second innings. After a Geraldo Perdomo walk to start the game for the D-backs, Ketel Marte cranked his twentieth home-run of the year into the left-field bleachers, for a quick 2-0 lead. In the second frame, a Ryan Waldschmidt bunt [let's take the arguments as read, shall we?] caused an error which brought home a run, and a Corbin Carroll double gave Arizona a 4-0 advantage. The offense largely shut up shop thereafter. They went 0-for-14 against the Los Angeles bullpen, and were 0-for-7 with RISP. But it was definitely a case of "good enough."
The Dodgers pulled runs back in the third and sixth, but a Freddie Freeman double-play in the eighth, when he represented the tying run, was the end of their real threat. Kevin Ginkel, much-maligned in some quarters, came in for the ninth, notched a 1-2-3 inning with two K's for his first save of the year, reducing his season ERA to 3.60 – pretty respectable, I'd say. There should be some relief (literally) arriving for the team, with the news the D-backs have signed Zack Littell, the former Nats pitcher, likely to act as a long-man in the bullpen. They just have to pay the prorated MLB minimum, Washington covering the rest.

#first #team #angeles #recap

On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to come from next: enterprise connectivity rather than residential cable.
The Smartlink deployment replaces the kind of Distributed Antenna System infrastructure that used to require separate vendors and separate budgets. Comcast Business now delivers cellular coverage and a private network for cameras, access control, and occupancy sensors through a single platform built on licensed CBRS spectrum. It is not an isolated experiment either. Comcast has already rolled out similar systems at the University of Virginia, The Sound Hotel Seattle Belltown, and Rocket Arena for the Cleveland Cavaliers, and the company is positioning Smartlink as a replicable model for other commercial landlords.
That enterprise push sits on top of a business that still throws off enormous cash. Comcast generated free cash flow of nearly $21.9 billion in fiscal 2025 on revenue of about $123.7 billion, with net income near $20.0 billion, a net margin of 16.2%. Peacock turned profitable for the first time, wireless lines crossed a major subscriber milestone, and the company beat earnings estimates in its most recent quarter. Following the separation of Versant Media Group, management has also sharpened its focus toward the Content and Experiences segments, spanning film, television, and theme parks, giving the enterprise wireless buildout room to grow alongside a leaner core.
The residential side of the business tells a different story. Broadband subscribers keep declining, and fiber operators and fixed wireless providers like Verizon and T-Mobile keep pressing on price and coverage. Comcast paused its share buyback program ahead of a planned NBCUniversal spinoff, a move that adds another layer of complexity for investors trying to track where the company is headed.
Security and legal costs have also piled up. Comcast agreed to a $117.5 million settlement over an Xfinity data breach, and cyberattack risk remains an ongoing concern given the scale of its subscriber base. The company also absorbed a noncash impairment charge of $8.6 billion tied to a Sky writedown, and rising costs for sports rights including the NFL and NBA are squeezing profitability in the media segment. With a debt-to-equity ratio of 1.1x and a current ratio of 0.9x, the balance sheet leaves less cushion than some peers to absorb further shocks.

#comcast

Upstart (NASDAQ: UPST) stock dropped 23% in July, according to data provided by S&P Global Market Intelligence. There was macroeconomic data pointing to continued pressure for lenders, which is its core business, as well as continued concern about agentic artificial intelligence (AI) replacing software-as-a-service (SaaS) products.
Upstart stock plunged several years ago when it couldn't sustain incredibly high growth as interest rates rose, and it hasn't gotten back on its feet yet. The business has somewhat recovered, but it's not where it used to be. It's also facing a tough macroeconomic environment, hampering market confidence in its future.
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 »
On top of that, the market has soured on many SaaS stocks in the age of agentic AI. The worry is that agents can perform many of the tasks that these companies take care of. Upstart is an AI-based credit evaluation platform, and it claims to approve more loans without adding risk to the lender. It uses machine learning and thousands of data points to continually improve, offering real value to its clients, and it says its underwriting model has been 2.74 times as good as traditional models over the past eight years. The fear is that agents can do this just as well.
So far, Upstart continues to make its way back up, and it has been demonstrating solid performance over the past few quarters. In the 2026 second quarter, revenue increased 42% year over year, and originations were up 50%. Net income nearly tripled to $16.5 million, but Upstart has been in and out of generally accepted accounting principles (GAAP) profitability for several quarters.

#NVIDIA #data #intelligence #Stock

This was so much more than a fan "football fest" to AJ Finley.
The Seahawks had their annual training-camp practice at Lumen Field Saturday night. It's essentially just another practice, the 13th of camp. It generally follows the same format as if the players were drilling yet again on their practice fields and team headquarters along Lake Washington in Renton. But more fans can attend this one.
Almost a year ago to the day, in this same event last year, the 24-year-old Finley had the worst moment of his football life. Emerging on coach Mike Macdonald's defense as a reliable safety in the summer of 2025, Finley fell awkwardly on the Lumen Field turf. He tore the anterior cruciate ligament in his knee. His season was over before it started.
His future as a Seahawk and in the NFL was in jeopardy.
"I went through every emotion you can imagine. Obviously," Finley said Saturday. "You put so much work in, and then it's taken away just like that.

#lumen #much #camp

Soccer purists spent June and July complaining that World Cup hydration breaks turned fast-moving matches into stop-start slogs padded with extra commercial time.
Broadcasters cashed in on those minutes. So did Coca-Cola, the tournament's longtime beverage sponsor, whose in-stadium marketing during those very breaks helped power one of the more unusual quarters in the company's recent history.
Coca-Cola is a 64-year Dividend King, the kind of stock retirees hold for consistency rather than surprises. Its latest numbers were not consistent in the usual sense.
Volume, revenue and profit accelerated together, and management raised its full-year outlook for the second time this year.
Second-quarter net revenue climbed 7% to $13.4 billion, according to Coca-Cola's earnings release. Comparable earnings per share rose 11% to 97 cents, beating Wall Street estimates by five cents, Reuters reported.

#coca #year #cola #second

All our journeys begin with a plane. A flight that takes us far away, to the other side of the world, with one certainty accompanying every departure: wherever we land, we will find an Inter family waiting for us.
That is the strength of being an Inter fan. A bond that knows no boundaries and, if anything, seems to grow stronger the further we are from Milan and San Siro. From Hong Kong to Perth, the affection, passion and unwavering devotion to the Nerazzurri colours never once wavered. Chants, banners, marches: a home away from home.
Ten days on tour that brought together football and people. Three high-level international fixtures against Manchester City, AC Milan and Juventus provided the team with valuable competitive minutes and momentum, with goals, key insights and important playing time ahead of the new season. In Hong Kong came the opening fixture against Manchester City, in a spectacular global setting; in Perth, the historic derby against AC Milan, the first to be played on Australian soil; and finally, the clash with Juventus to bring the tour to a close.
In Hong Kong, Inter built a continuous presence day after day. The team's arrival with partner Qatar Airways, travelling around the city and taking part in various local activities. The visit to BYD's headquarters in Shenzhen, at the heart of one of the world's most advanced technology hubs. In the city, the Fanatics Store at Hysan Place became a meeting point for the Nerazzurri faithful, where Christian Vieri met supporters for photos, autographs and a constant stream of passionate fans.In the stands during Manchester City vs. Inter, the supporters' choreography filled the stadium with colour, transforming an international fixture into a powerful expression of identity. Then, in the evening, the skyline took centre stage: a drone show lit up the Hong Kong sky with Nerazzurri symbols, colours and references, taking the Club beyond the pitch and into the heart of the city.
In Perth, the story became even more tangible and community-focused. Brookfield Place was transformed into the heart of Nerazzurri life: a fan zone, a meeting place and a shared ******* e for anticipation. Supporters and Inter Club members travelling from Sydney, Melbourne, Adelaide, Perth and Indonesia, along with youngsters from Inter Academy Sydney, gathered in the same places every day, creating a genuine sense of continuity between the team and the community.

#kong #nerazzurri #Milan #place

Jenna O'Malley/PitchBook
In a fabrication shop outside Lexington, KY, MiddleGround Capital builds robotic work cells: self-contained stations where robots perform tasks with minimal human involvement.
The PE firm's automation team—roughly a dozen engineers and fabricators, many recruited from the Toyota plant up the road—assembles these cells near the firm's headquarters, then trucks them to the shop floors of its portfolio companies.
A typical build, founding partner Scot Duncan said, is "a robot arm on a little dolly." It opens the door of an industrial workstation, removes and measures a finished part, loads new material and starts the next cycle. "The human interaction is really almost nothing when it's actually running," Duncan said.
The setup is futuristic-looking, yet it is not generative AI, it is automation. That distinction is becoming increasingly important—and blurred—as PE firms race to put AI at the heart of an American manufacturing revival.

#duncan #shop #o 'malley #middleground

On August 7, Google Cloud switched on Google Security Operations in its new Taiwan Region, giving local banks, hospitals and chipmakers an AI-powered defense platform they can run without sending sensitive data offshore. It's a small announcement next to Alphabet's (NASDAQ:GOOGL) roughly $4.6 trillion market value, but it captures why investors are paying attention. Alphabet keeps turning AI into products regulated industries will pay to run on their own terms, and that pattern shows up across the business.
The Taiwan launch fits a broader push. Google Cloud revenue jumped 82% to $24.8 billion last quarter, and the segment's operating margin climbed from 20.7% to 35.6% over the same stretch, proof that scale is finally showing up in profit, not just growth. Part of that strength comes from a business model that doesn't depend on who wins the AI race. Anthropic pays Google Cloud for computing power even while competing against Alphabet's own models, and that kind of recurring usage revenue keeps flowing regardless of which lab's chatbot wins.
Alphabet is also pushing further into chips. The company recently began selling its custom Tensor Processing Units directly to outside customers for use in external data centers, a direct challenge to Nvidia's grip on the roughly $300 billion AI accelerator market. D.A. Davidson's Gil Luria has floated Alphabet capturing 20% of AI infrastructure spending, which would value the chip business near $900 billion, while Morgan Stanley expects custom silicon to reach 24% of accelerator sales by 2030, up from 15% today. The Taiwan security launch shows that same platform reach extending into compliance-heavy sectors like finance and healthcare, widening the base of customers Alphabet can sell to.
None of this comes cheap. Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, and quarterly capex has climbed for five straight quarters, doubling year-over-year to $44.9 billion last quarter. That spending eventually shows up as depreciation, a charge that grows every year and has to be outrun by profit growth.
The headline numbers also need a closer look. Net income nearly quadrupled to $112.1 billion last quarter, but $6.26 of the $9.11 in EPS came from a $99 billion gain on equity securities that is mostly unrealized. Strip that out and underlying earnings were closer to $2.85 per share, which puts the stock nearer 28x forward earnings than the 19x headline multiple suggests. On the chip side, Nvidia's CUDA software remains a deep moat, since switching a team's pipelines off it is expensive, and TPUs are built for narrower workloads than general-purpose GPUs.

#Google

Gen Digital's shares are reaching their highest levels in nearly a year following an upward revision of its earnings forecast. Vincent Pilette, President and CEO of Gen Digital, expressed strong confidence in sustaining double-digit growth over the coming quarters, driven by increased demand for cybersecurity solutions amid growing concerns related to AI and agentic technologies. He speaks with Romaine Bostick on "The Close."

#pilette #reaching

Fewer cargo theft reports did not mean smaller losses during the second quarter, according to Verisk CargoNet's ******* ysis. The intelligence network documented 677 incidents across the United States and Canada. That total fell 26% from Q2 2025. It also dropped 14% from the previous quarter.
Estimated cargo losses nevertheless climbed to $304.6 million during the three-month period. That figure more than doubled the $135.7 million reported during Q2 2025. The average reported commodity value reached $564,009. Several multimillion-dollar thefts involving metals and enterprise technology heavily influenced that average.
"Lower incident volume should not be mistaken for lower risk," Keith Lewis, Verisk CargoNet's vice president of operations, said. "The groups driving the largest losses are not necessarily trying to steal more freight; they are trying to identify the right shipment." Lewis pointed to metals and enterprise technology as areas attracting organized theft groups. Those shipments can offer major value and established resale opportunities.
Scott Cornell, EVP, Crime and Theft Specialist at SPG Cargo & Logistics and chair of TAPA Americas, discussed the results during a recent FreightWaves interview. He described the decrease as welcome news after years when theft activity stayed elevated. Cornell also urged the industry to avoid treating one quarter as proof of a broader shift. "It's not going to be a trend until we see it for maybe two or three quarters consecutively," Cornell said.
Cornell noted that cargo theft numbers have historically moved up and down. He said recent law-enforcement arrests could be contributing to the quarterly decrease. Those efforts included operations in New York, New Jersey, California and Canada, along with FBI and Homeland Security cases. Cornell called the results from law enforcement and private-sector cooperation encouraging.

#theft #lower

On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company's shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street's revenue estimates. The drop says less about what Apple just did and more about what investors think comes next: a memory chip shortage squeezing costs, and guidance that fell short of what ******* ysts wanted to see.
Start with the iPhone, still Apple's biggest business by far. Global smartphone shipments fell 6.7% year over year, per IDC data, and Apple was one of only two major manufacturers to grow instead of shrink. Its iPhone shipments climbed 15.3% year over year, outpacing Samsung's 8.1% increase and marking the second straight quarter Apple posted the industry's fastest unit growth. iPhone revenue reached $54.25 billion, up nearly 22% and above the $53.86 billion Wall Street expected. Because revenue grew faster than estimated unit shipments, average selling prices trended higher for the period.
The iPhone 17, released late last year, drove what CEO Tim Cook called an "incredible blowout" quarter, and customers continue to upgrade ahead of Apple's traditional autumn product cycle and expected software enhancements.
Apple is dealing with a DRAM and NAND shortage pushing supply costs higher industrywide, and management expects to pay even more for memory this quarter than it just did. Apple guided fiscal fourth-quarter gross margin to 47% to 48%, down from the 50.1% it just posted, a sign memory costs keep climbing. Apple can either absorb that hit to margins or pass the cost to consumers who are already watching their spending.
That's part of why the outlook disappointed. ******* ysts had modeled 12% revenue growth for the fourth quarter, but Apple guided to just 9% to 11%, with supply constraints expected to weigh on iPhone, iPad and Mac sales. Services revenue also missed, coming in at $30.7 billion for growth of about 12%, the slowest of Apple's three largest categories even as it extended a streak of 12 straight quarters of double-digit growth. That matters because Apple's premium valuation leans heavily on services staying the high-margin engine that keeps expanding.

#Apple #quarter #billion

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations directly inside the productivity tool millions of small businesses already use. Two days later, on August 6, the stock dropped 30% after second-quarter earnings revealed a guidance cut. Investors now have to decide which story matters more.
The Copilot integration is a meaningful distribution move. Instead of asking small business owners to leave their workflow and visit LegalZoom's site, the new agent lets Microsoft 365 Copilot users compare business structures like LLCs, corporations, nonprofits, and DBAs right where they are already working. A founder can ask Copilot how to start a business, get walked through a formation checklist covering state, name, and ownership, and see LLC packages with pricing, all backed by LegalZoom's 100% accuracy filing guarantee. The same agent connects users to attorneys in LegalZoom's network for consultations on contracts, intellectual property, and employment matters, complete with attorney bios and available appointment times for either async chat or scheduled calls. LegalZoom even generates an AI-powered briefing document so attorneys walk into each consultation with context on the client already in hand.
That product push lands on top of a subscription business that has actually been performing. Subscription revenue rose 11% in the second quarter, marking five consecutive quarters of double-digit growth in that category, the part of the business LegalZoom is leaning into most. Total revenue came in at $205.3 million, up 7% year over year and roughly in line with what **** ysts expected. For investors willing to look past this week's news, the forward price-to-earnings ratio of 6.22 is strikingly cheap for a company still growing its highest-margin revenue line by double digits.
The reason the stock fell 30% is that the good subscription numbers came wrapped in bad news elsewhere. Management said abrupt changes to Google's search algorithm hurt the company's traffic from the world's largest search engine, a serious problem for a business that depends heavily on customers finding it online. In response, LegalZoom cut its full-year 2026 revenue guidance to a range of $795 million to $805 million, down from a prior range of $810 million to $830 million. The company also trimmed the top end of its adjusted EBITDA guidance to $195 million, down from a previous ceiling of $200 million. Adjusted net income, which excludes certain accounting items, actually fell 3% to $27.4 million, or $0.16 per share, even as revenue grew. Management is now taking what it calls a more cautious approach to customer acquisition while it works to offset the search disruption with subscription and specialized product growth, a pivot that will take

VfB Stuttgart and Eintracht Frankfurt prevailed against Premier League opponents on Saturday. The Swabians beat David Moyes' Everton 3-1 at MHPArena, while Frankfurt recorded a 2-0 win over newly-promoted Hull City in Dreieich.
There was a great atmosphere in Stuttgart as goals from Nikolas Nartey, Ramon Hendriks and Badredine Bouanani helped them to a convincing win over the club that never got relegated from the Premier League.
However, Dan-Axel Zagadou's early substitution raised concern as the Frenchman has been struggling with injuries for years. Everton scored their goal from Beto's penalty-kick before half-time substitute Bouanani, who ****** isted the second goal for Hendriks, restored Stuttgart's two-goal advantage in injury-time.
Meanwhile, goals from Jonathan Burkardt and Love Arrhov helped Frankfurt to a straightforward win over Hull City. The game was played in four quarters of 30 minutes. Burkardt scored the opening goal in the first-half with the ****** ist coming straight from goalkeeper Kaua Santos.
Swedish youngster Arrhov sealed the win with a well-taken strike in the 71st minute. New signing Raphael Onyedika played for the Eagles.

#hull #hendriks

Borussia Mönchengladbach midfielder Jens Castrop faces several months on the sidelines after the Bundesliga club confirmed that the South Korean international requires surgery on his injured shoulder. Castrop dislocated his shoulder during Gladbach's pre-season friendly against FC Rottach-Egern and subsequently returned to his club's headquarters for further examinations.
Those examinations have now delivered the worst-case scenario. Gladbach confirmed on Saturday that the 23-year-old will undergo surgery in the coming days and will be unavailable for several months. Gladbach have not provided a specific timetable for Castrop's return.
Gladbach secured Castrop from 1. FC Nürnberg for a reported €4.5m in February 2025, several months before the midfielder was due to actually arrive at Borussia Park. The Köln academy product had developed into one of Nürnberg's most important players under Miroslav Klose and was regarded as a relatively rare box-to-box midfield profile.
His final months in Franconia nevertheless ended painfully. Castrop suffered a partial tear of the lateral ligament in his right knee during an April 2025 2. Bundesliga fixture against Paderborn. The midfielder required a stretcher and early fears suggested that he could face an extremely lengthy absence.
The diagnosis ultimately proved less devastating than initially feared. Castrop recovered in time to participate in Gladbach's preparations and gradually worked his way into Bundesliga football.

#castrop #midfielder #several #shoulder

The Seattle Seahawks held their eighth public training camp practices early Friday morning, a special practice for season ticket holders and their guests. It was another warm day at team headquarters in Renton, albeit less smoky and hazy than earlier in the week. Much like Wednesday's practice, the Seahawks were not in pads, and indeed they mixed things up with the 11 vs. 11 sessions. There was first-team offense vs. second-team defense, third-team offense vs. first-team defense, the usual 1s vs. 1s and 2s vs. 2s, plus a lot of situational football like red zone and 3rd-and-long work that often decides actual games.
For the second time this week, Field Gulls was on-site at VMAC observing what was just about a three-hour long practice. Myself and fellow Field Gulls staff writer and host of The Hawks Eye podcast, Bryce Coutts, as well as Seahawks Forever podcast host, Dan Viens, filmed an instant reaction video after practice ended with our quick-fire takeaways. We discuss the absence of Jadarian Price (which we now know is due to "lower body soreness" per Gregg Bell), the impressive performances of Emanuel Wilson and Ricky White III, a name to watch at the edge, and a promised wrinkle in Brian Fleury's offense that we saw heavily worked on in today's practice.
Oh yeah, and there's a new fullback here who's already getting into the swing of things. Here's new fullback Brock Lampe with RBs coach Thomas Hammock.
This is only a 7-minute video, which should make it digestible for everyone who's able to have a listen! But tonight's big event for us is the Seahawks Syndicate Town Hall Q&A, which goes live at 7:30 pm PT on YouTube and will also be available to watch on Field Gulls! We'll be talking camp, Seahawks football in general, doing some trivia, and a bunch of other fun stuff for our in-person studio audience at Fast Fashion Brewing in SoDo. That article is coming up on FG later on Friday evening.
If you attended camp with us, feel free to share your thoughts in the comments section!

#team #Friday #week

The air keeps escaping from Nike's (NKE) stock price.
According to Yahoo Finance AlphaSpace, Nike stock is now underperforming the S&P 500 (^GSPC) by the largest margin in 25 years (see the chart below). The stock is down 35% year to date compared to a 13% advance for the S&P 500.
Since Nike CEO Elliott Hill officially took over as CEO on Oct. 14, 2024, the stock has shed about 49%.
The only thing Nike is "just doing" is serving up stretches of weak quarters and outlooks.

#nike #hill

Aug 05, 2026, 8:33 am EDT
The Treasury on Wednesday said it will not change the amount of notes and bonds for sale for at least the next several quarters, in keeping with Wall Street’s expectations.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#rights

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Bed Bath & Beyond Inc. is changing its corporate name to Neighborhood Intelligence and will begin trading on the Nasdaq under the ticker symbol NXH, effective Aug. 17. As a result, the company's last day trading on the New York Stock Exchange will be Aug. 14.
The company is also relocating its headquarters from Murray, Utah, to Nashville, Tennessee, according to a Tuesday announcement.
The changes underscore the company's three-pillared turnaround strategy, focused on omnichannel retail and commerce; digital, financial, insurance and blockchain services; and beyond home, which includes an AI-powered home operating system.
The corporate name change and headquarters relocation mark the latest moves from the company to establish the next era of Bed Bath & Beyond.

#bath #name #company

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.
Delivered 16% year-over-year growth in run-rate EPS, supported by strong underlying fundamentals and 14 consecutive quarters of generating over $400 million in cash.
Prioritized margin integrity over sales volume in Individual Retirement, strategically pivoting capital toward Institutional Markets where risk-adjusted returns were more attractive during the quarter.
Achieved a 19-point year-over-year increase in Plan Sponsor Net Promoter Score in Group Retirement, driven by a top-to-bottom commitment to improving customer experience.
Leveraged automated underwriting for over 80% of new Life business, contributing to run-rate earnings that exceeded management's typical guidance.

#year #Retirement #delivered #individual

Boerse Stuttgart Digital, a major European institutional crypto and digital ****** et infrastructure partner, and institutional crypto trading firm Tradias have completed their merger after clearing the required ownership control procedure, creating a combined digital ****** et infrastructure business with around 300 employees.
The merger, announced in February, brings the companies' regulated crypto operations under the Boerse Stuttgart Group umbrella as the businesses seek to expand their presence among financial institutions across Europe. The combined unit will operate under the Boerse Stuttgart Digital name, while Tradias will remain the brand for trading services, according to a Wednesday announcement.
The newly formed business will offer a range of crypto and digital ****** et services, including trading, custody, staking and tokenization, covering what the companies describe as the full value chain. Its headquarters will be split between Frankfurt and Stuttgart, with additional offices in Athens, Beirut, Berlin, Dubai, Madrid, Milan and Ljubljana.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU

#Crypto #asset #brings #institutional

The smart energy technology company delivered its strongest profitability improvement in several quarters, driven by higher revenue, expanding margins, and continued progress in its turnaround strategy.
SolarEdge Technologies (NASDAQ:SEDG) increased second-quarter revenue 20% year over year to $346.2 million, exceeding the prior year's performance.
The company returned to non-GAAP operating profitability for the first time since the second quarter of 2023, reporting non-GAAP operating income of $10.2 million.
Gross margin expanded for a sixth consecutive quarter year over year, reaching 27.5% on a GAAP basis.
Strong demand in Europe and the U.S. commercial and industrial (C&I) market offset continued weakness in the U.S. residential solar segment.

#year #gaap #revenue #continued

IT infrastructure firm Super Micro Computer (SMCI), commonly called Supermicro, is set to report its fourth-quarter results for fiscal 2026 on Aug. 11, after the market closes. Prior to that, the company's preliminary results have boosted investor confidence in the stock. The company expects an adjusted gross margin of 15% to 17% due to favorable customer and product mix, which is quite a premium compared to the 8.2% - 8.4% it had projected in May.
Moreover, this is based on solid demand, as demand for servers laden with Nvidia (NVDA) GPUs has been increasing robustly. Revenue is expected to be at the low end of its $11 billion to $12.5 billion range, possibly due to shipments being delayed to later quarters. In this context, it might be noted that Supermicro's backlog rose to a record level at the end of fiscal 2026, with over $60 billion in new orders received during Q4.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ****** eX Earnings on Tap

#smci

The air keeps escaping from Nike's (NKE) stock price.
According to Yahoo Finance AlphaSpace, Nike stock is now underperforming the S&P 500 (^GSPC) by the largest margin in 25 years (see the chart below). The stock is down 35% year to date compared to a 13% advance for the S&P 500.
Since Nike CEO Elliott Hill officially took over as CEO on Oct. 14, 2024, the stock has shed about 49%.
The only thing Nike is "just doing" is serving up stretches of weak quarters and outlooks.
In late June, Nike reported fiscal fourth quarter revenue of $11.0 billion, reflecting a 1% decline on a reported basis and a 4% drop on a currency-neutral basis.

#according #finance #alphaspace

SEOUL, South Korea (AP) — Police raided the Korea Football ****** ociation's offices Thursday as part of an investigation into alleged irregularities in the 2024 appointment of Hong Myung-bo as South Korea's national team coach.
Investigators searched the KFA headquarters in Cheonan, about 90 kilometers (56 miles) south of Seoul, and the KFA House in central Seoul, looking for evidence that officials improperly intervened in the hiring process.
A police investigation began shortly after Hong's appointment but had stalled this summer after nearly two years without a conclusion. It gained renewed attention amid public anger after South Korea was eliminated in the group stage of the 2026 World Cup.
Hong, who had also led the team at the 2014 World Cup, stepped down after the tournament, as did Chung Mong-gyu as federation president. Both appeared before a parliamentary hearing at the National ****** embly in Seoul in July.
Former KFA technical director Lee Lim-saeng reportedly offered Hong the job at a bakery near the coach's home.

#national #investigation #appointment