A $310,000 taxable gain from selling an S&P 500 fund pushes a single filer's MAGI to $390,000, triggering $6,355 in annual Medicare IRMAA surcharges two years later.
Selling all at once costs $13,575 in combined surcharges and investment taxes, which is cheaper than splitting the sale over two or three years due to compounding IRMAA brackets.
Rebalancing stocks to bonds inside a traditional or Roth IRA avoids MAGI impact entirely, since those trades never appear on Form 1040.
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Consider a hypothetical 68-year-old who bought an S&P 500 index fund in a taxable brokerage account in 1996. He now wants less stock risk and plans to sell and move into bonds. The 10-year Treasury yielded 4.91% on November 2, so the switch looks reasonable. For a sense of scale, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has risen 466.8% in price since November 1999 alone.

#irmaa #november #years #bonds

President Trump has announced that the administration will send a one-time $90 payment to 21 million people enrolled in Medicare Part B coverage. The payments will be issued automatically to qualified Medicare beneficiaries starting this week.
Not everyone enrolled in Medicare Part B will be paid. There are over 70 million people enrolled in Medicare, with almost 63 million in Part B, which covers general medical care and preventive health services.
In a White House statement, the president said the "premium rebates" are intended to help "enrollees pay for their Medicare Part B premiums."
The standard Part B premium is $202.90 for 2026, up from $185 in 2025.
Read more: Medicare changes coming in 2027: What to know before open enrollment

#part #president #premium #House

Dolly Parton's estate says yellow caution tape and barbed wire crisscrossed the steps to her nephew Bryan Seaver's front door as a process server was making repeated attempts to serve him with a lawsuit accusing him of using a "campaign of threats" to "extract money" from the late music icon's business interests.
Lawyers for the estate filed a photo of the alleged barricade as they urged a judge to deny Seaver's request for additional time to find a lawyer in the messy legal dispute. They also argued that Seaver's security company missed a deadline last week to challenge an emergency restraining order granted in the case, so the order should therefore be converted into a permanent injunction covering both the company and Seaver himself, as its chief. A hearing on the matter is set for Friday, Oct. 9, unless the court grants Seaver's request for more time to hire an attorney.
More from Rolling Stone
CMA's Dolly Parton Tribute Will Star Ella Langley, Reba McEntire, and Brad Paisley
Ken Paxton Makes Excuses for Floundering Campaign in New Leaked Audio

#campaign #company

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) announced on September 21 a services agreement worth more than $700 million with La Compagnie du TransGuinéen. Combined with locomotive orders placed in 2024, announced agreements for the Simandou project now exceed $1.2 billion.
The railway stretches more than 600 kilometers between the Simandou mine and Guinea's Port of Morebaya. The new agreement extends the relationship beyond locomotive delivery into ongoing fleet support. For investors, the opportunity is to earn revenue throughout the equipment's operating life.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) will provide scheduled and unscheduled maintenance, parts, component overhauls, logistics support, remote diagnostics, and training. These activities create multiple opportunities to serve the same fleet after the initial equipment sale.
That is an attractive business model when maintenance needs translate into repeat orders and efficient service delivery. Familiarity with the locomotives should help technicians diagnose problems and plan repairs. Remote monitoring could also help identify faults before they cause prolonged downtime, strengthening the customer's incentive to maintain the relationship.
Local workforce development and partnerships with Guinean businesses could improve responsiveness as the operation matures. Over time, an experienced local team could reduce dependence on specialists traveling to the site and make parts planning more efficient.

#westinghouse #brake #agreement

A crypto whale appears to be shifting a large portion of its portfolio from Bitcoin into Ethereum.
According to blockchain ***** ytics platform Lookonchain, 11 newly created wallets suspected to belong to the same whale, sold 602 BTC and bought 18,780 ETH on Hyperliquid over the past three days. Both sides of the transactions were worth roughly $45.83 million, indicating a large-scale portfolio rebalancing.
At press time, Bitcoin was trading around $81,001, up nearly 5.5% over the past 24 hours, while Ether was around $2,594, gaining about 5%.
JPMorgan says one ***** et class could soon beat gold
Kevin O'Leary has a warning on Washington's tax plans

#whale #Portfolio #ethereum #lookonchain

Von Der Leyen's State of the Union address noted Europe needs to rebalance unfair trade, cut red tape, and strengthen its industrial and strategic autonomy.
But Euratex said it regretted that industrial competitiveness failed to muster as much attention as other issues in the address.
The trade body is calling on the Commission to match the political commitments with an equal sense of urgency on industrial competitiveness, and to place manufacturing sectors, such as textiles, more firmly at the centre of its agenda in the months ahead.
"Europe cannot build a strong defence, lead the green and digital transitions, or protect its social model on a weakening industrial base. Competitiveness is not just one chapter of the European project – it is the foundation all the others are built on; when we get that right, everything else becomes possible.", states Dirk Vantyghem, director general, Euratex.
Specifically, Euratex is urging action on trade-defence measures including stronger customs enforcement and imports monitoring for textile products, with particular regard to the trade deficit with China, which has "reached a tipping point."

#defence #state

It seems too early to read this yet, with a major Fed catalyst due out this afternoon, but as of Tuesday, Sept. 15, roughly over half of the Russell 3000 Index – some 1,613 components! – have a "sell" signal from Barchart's TrendSeeker® indicator.
The broad-based Russell 3000 seeks to measure roughly 3,000 of the largest publicly traded U.S. companies, and it represents about $80 trillion in market cap as of the June 2026 annual rebalancing. That's 98% of the publicly traded market, give or take.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock
The Case for Selling CrowdStrike Stock

#russell #Stock #publicly #traded

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The giant artificial intelligence company Anthropic has rolled out Claude for Financial Advisors, a suite of artificial intelligence connectors and what the company refers to as "workflow skills" designed to help advisors automate research, meeting preparation and documentation tasks.
Its new product includes connectors to custodians, ***** et managers and wealth technology providers, such as Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks, along with previously available integrations with Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global and Morningstar.
The platform includes skills for advisor onboarding, alternative investments briefing, compliance and AI policy review, estate and tax briefing, portfolio rebalance review, post-meeting notes and follow-up, pre-meeting preparation and prospect intake, according to Anthropic.
"We aren't trying to replace any of the tools out there," said Peter Nolan, head of ***** et and wealth management at Anthropic, during an interview with WealthManagement, when asked whether this puts Anthropic in the position of competing with and potentially upending the developing ecosystem of entrepreneurs and developers working with it and other major AI model providers.

#advisors

Tapatío had a tough road test against Dorados on Matchday 8 of the Apertura 2026. After a hard-fought match, the Rojiblancos ended up falling 3-1 to the Sinaloa side.
Tapa opened the scoring in the opening minutes with a goal from Daniel Villaseca. However, the home team made the most of its chances to come from behind. Although the Rojiblancos kept pushing forward with different combinations, they were unable to close the gap on the scoreboard.
Now, the young Rebaño will have to turn the page and focus on its next home match, when it hosts Tlaxcala on September 20 for Matchday 9 of the Apertura 2026 in the Liga de Expansión.
The goals:
- What a play to score the opener! In the 8th minute, after a bold diagonal run from the final third, Leonardo Jiménez took the ball, got into the box, and delivered a pinpoint cross for Daniel Villaseca, who arrived to meet it with a great header and open the scoring.- In the 30th minute, the home side leveled the match with a goal by SebastiánCervantes.- The Sinaloa side took the lead in the 66th minute with a goal from Oscar Coronel.- In the 96th minute, Leonardo Vargas scored the final 3-1 of the match.

#matchday

A ~$1.7M portfolio split evenly between SCHD and JEPI targets $7,700/month using each fund's forward payout rate.
JEPI's monthly distributions have dropped sharply since 2022 as volatility fell, and recent payouts still vary from $0.34 to $0.45 per share.
Hold JEPI in an IRA and SCHD in a taxable account to maximize after-tax income from this two-fund strategy.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A portfolio of roughly $1.7 million, split evenly between SCHD and JEPI, targets $7,700 a month in distributions using each fund's current forward payout rate. Two tickers, one brokerage screen, nothing to rebalance beyond keeping the halves even. For a reader who finds a seven-holding portfolio intimidating, that simplicity is genuinely appealing, and it deserves to be said before the caveats begin.

#targets

Conagra Brands, Inc. (NYSE:CAG) faces a governance test alongside its turnaround. Reuters reported on September 7 that Institutional Shareholder Services, or ISS, recommended opposing executive compensation, citing weak financial performance and inadequately explained incentive targets.
The September 23 non-binding advisory vote covers fiscal 2026 named-executive compensation. It does not separately approve new CEO John Brase's package. Brase succeeded Sean Connolly on June 1, after fiscal 2026 ended, separating his compensation arrangements from the prior year's pay decisions.
The proxy lists Brase's annual base salary at $1.15 million, his annual incentive target at 150% of eligible salary, and annual long-term incentives of $7.3 million, split 60% into performance shares and 40% into restricted stock units. Incentive opportunities are not guaranteed realized pay.
Conagra Brands, Inc. (NYSE:CAG) needs executives willing to work through changes whose benefits may take several years to appear. Brase's priorities include restoring margins, investing in brands and the supply chain, simplifying operations, and rebalancing capital allocation.
A mix of performance awards and service-based equity can support that effort. Performance shares link rewards to results, while restricted units help retain leaders through disruption. Retention has value if it allows management to complete difficult changes instead of optimizing the next quarterly result.

#performance

On September 2, NetApp Inc. (NASDAQ:NTAP) reported its Q1 FY27 results, posting record quarterly net revenue of $2.03 billion. Topline for the Intelligent Data Infrastructure company expanded by 30% compared to the first quarter in FY26. The quarter saw a broad-based growth across its core segments, resulting in a record adjusted earnings per share of $2.58, and a quarterly cash dividend of $0.52 per share. The company also strengthened its existing engagements with major players, covering a range of underlying functions.
During the first quarter, all-flash array net revenue went up 47% year-over-year, hitting a record $1.3 billion mark. This drove the overall net revenue for its Hybrid Cloud segment to $1.8 billion, translating into a 30% year-over-year growth. Public Cloud, which accounts for a smaller chunk of the business, saw its net revenue climb by 28%, also setting a record of $206 million. NetApp's total billings clocked in at $2.06 billion, exhibiting a 36% growth compared to Q1 FY26, while its non-GAAP operating margin reached 31.9%.
During the quarter, NetApp finalized the acquisition of an AI-enabled data infrastructure business, DataPelago. The deal is aimed toward facilitating customers streamline and accelerate large-scale AI deployments. On the product front, the company launched StorageGRID 12.1, to support scaling of AI workload through a federated global namespace. It also introduced Instaclustr for its fully managed Model Context Protocol Gateway, along with enhanced support for Azure NetApp Files up to 64 TiB.
NetApp also revealed new features for NetApp Trident software 26.06. These include deeper integration of OpenShift Virtualization, non-disruptive iSCSI rebalancing, efficient volume placement, and additional cloud support.
Despite encouraging numbers reported during the quarter, the free cash flows settled at $401 million. This was a 35% drop compared to figures reported for Q1 FY26. Additionally, NetApp remains heavily dependent on its Hybrid Cloud business, which generated roughly 90% of quarterly revenue, while Public Cloud still contributes a relatively small fraction of the topline despite growing 28% during the recent quarter. This leads to concerns regarding how much of the company's growth story is truly cloud-native compared to conventional on-premises hardware refresh cycles that are strongly tied to AI infrastructure investments. For the underlying all-flash arrays, such AI-linked demand trend could prove to be front-loaded or cyclical in case enterprise capital expenditure decelerates.

#netapp #Growth

The Apertura 2026 has once again confirmed the evolution of Diego Campillo. The center back who came through the Cantera Rojiblanca has established himself as an immensely valuable piece for Guadalajara and, matchday after matchday, has shown that his growth goes hand in hand with a greater influence within Gabriel Milito's system.
Ahead of Jornada 8, in which Chivas will host Pumas at Estadio AKRON, Campillo emerges as the player to watch for El Rebaño Sagrado, both because of the level he has shown throughout the tournament and because of his previous performances against the university side.
The 24-year-old defender has played in 6 of Guadalajara's 7 matches in AP26, and he has found an ideal setting in the libero position to maximize some of his main strengths: reading the game, defending large ****** es and his ability to initiate attacks from the back.
Campillo has become one of the main players responsible for maintaining Guadalajara's high defensive line. On many occasions, he is the last man back and, from that position, he has had to directly face forwards with tremendous quality and very different characteristics.
Throughout this tournament, he has demonstrated his ability to prevail in individual duels against powerful and fast attackers, while also improving considerably when defending the ****** e behind the defensive line.

#back #position

The Apertura 2026 has once again confirmed the growth of Diego Campillo. The center back developed in the Cantera Rojiblanca has established himself as a hugely valuable piece for Guadalajara and, match after match, has shown that his development goes hand in hand with greater influence within Gabriel Milito's system.
Heading into Matchday 8, when Chivas will host Pumas at Estadio AKRON, Campillo stands out as the Rebaño Sagrado's player to watch, both for the level he has shown throughout the tournament and for his track record against the university side.
The 24-year-old defender has played in 6 of the 7 matches Guadalajara has contested in AP26, and he has found in the sweeper role an ideal setting to enhance some of his main strengths: reading the game, the ability to defend large **** es, and his quality in building attacks from the back.
Campillo has become one of the main figures responsible for holding together Guadalajara's high defensive line. He is often the last man and, from that position, has had to go directly up against forwards of enormous quality with very different characteristics.
Throughout this tournament he has shown his ability to come out on top in one-on-one duels against powerful, fast attackers, while also improving considerably in defending the **** e behind him.

#guadalajara #ability

Bloom Energy (BE) surged 207% year to date and 26% in a single week after S&P Dow Jones announced its S&P 500 inclusion.
Paul Pelosi's accounts bought Bloom stock and options worth a $3 million floor just weeks before the S&P 500 announcement.
Bloom posted $1.07 billion in Q2 revenue, beating consensus by 29%, after all major US hyperscalers validated its AI factory power solutions.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Bloom Energy didn't make the cut. Enter your email to see the names that beat BE. The report is free. Enter your email and see if any of your stocks made the cut.
On August 21, 2026, a periodic transaction report filed under Speaker Emerita Nancy Pelosi's name disclosed a multimillion-dollar position in Bloom Energy (NYSE:BE), the solid-oxide fuel cell maker that powers onsite generation for hyperscale data centers. Weeks later, S&P Dow Jones Indices announced Bloom is joining the S&P 500 in its September quarterly rebalance. The stock has since gone vertical. We covered the Pelosi household disclosure in detail when it hit; this is the sequel.

#energy #jones #announced #email

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Is it time to reduce your equity holdings? I suspect it is for the vast majority of investors. That's not to say I have a clue of how stocks will perform next week or even next year. I don't. It's because I believe that investing involves discipline. Here are five warning signs that it's time to dial back on equities.
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
READ ALSO: Vanguard's Altruist Deal May Shake Up Robo-Advice and Goals Are the New Blueprint for Portfolio Construction
I'm a believer in setting an ****** et allocation target and sticking to it. That means reducing stocks when they have been hot and buying more when they turn cold. There is ample evidence that most investors do just the opposite: They get greedy and buy high, then panic and sell low. Because stocks have been surging since 2023, if you haven't rebalanced back to your target, you are likely way out of whack and aggressively invested.

#daily #next #back #concerned

Reba McEntire's desire to protect her hard-earned fortune before tying the knot with fiancé Rex Linn has thrown their long-delayed wedding into further turmoil, a source tells Closer.
"She's a romantic and she's a people pleaser, so her initial reaction was to say she didn't need a prenup because she didn't want to have the awkward conversation with Rex," reveals the source. "Thankfully, she's reconsidered."
According to Celebrity Net Worth, the twice-divorced country music singer, 71, is worth a whopping $95 million thanks to her wildly successful music, TV and film career.
"Rex hasn't made any sort of fuss," the source says of her change of heart. "He totally understands that they are in very different places financially and he wants Reba to feel protected."
That said, "it's not an easy task," notes the source. "They now have to go through all their personal and individual ***** ets with a fine-tooth comb and it's not something that either of them is really relishing doing, so it keeps getting kicked down the road."

#celebrity

By Dhara Ranasinghe and Stefano Rebaudo
LONDON, Sept 7 (Reuters) -
The European Central Bank is widely expected to hike interest rates on Thursday, erring on the side of caution as the U.S.-Iran war drags on, keeping oil prices high and raising inflation again.
Brent crude has risen over the ‌last month, while European gas prices have hit their highest since early 2023.
Here are five key questions for markets:

#prices #stefano #london #sept

The Cantera Rojiblanca enjoyed a perfect Saturday, as both Guadalajara's Sub-21 and Sub-19 teams earned three points on the road against Atlético de San Luis in Jornada 7 of the Apertura 2026. The action began with the Sub-21, who put together a strong first half and ultimately secured a 3-1 victory over the Potosí side, while the Sub-19 closed out the day with another Rojiblanco win, defeating the tuneros 2-0.
That's why we've put together all the details from these 2 matches below:
Sub-21 secures 3-1 victory!
Guadalajara came out with great intensity and quickly found the breakthrough. Just 6 minutes into the match, Raúl Martínez opened the scoring to put the Rebaño in front. The Rojiblanco side continued creating chances and doubled its lead in the 31st minute through Gael García.
The Rojiblanco advantage continued to grow, and in the 39th minute, Hugo Mata found the back of the net to make it 3-0 before halftime. Facing that deficit, Atlético de San Luis responded in the second half and pulled one back in the 51st minute through Jesús Borjas. However, Guadalajara held onto its advantage and ultimately secured a 3-1 victory.

#rojiblanco

The Vanguard FTSE Emerging Markets ETF (VWO) is held in target-date funds, robo-advisor portfolios, and retirement accounts across the country, with roughly $122 billion across roughly 6,300 emerging-market stocks as of June 30, 2026.
For most holders, the VWO is a set-it-and-forget-it allocation to developing economies across Asia, Latin America, and Africa.
A clause buried in the fund's February 2026 statutory prospectus reframes what those holders own, and few appear to have noticed.
The disclosure warns that VWO can legally shift from a diversified fund to a nondiversified one through ordinary market movement or an index rebalance.
No shareholder vote is required, and Vanguard's portfolio managers do not need to take any deliberate action for that transition to occur.

#across #emerging #market #vanguard

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera's rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the September rebalance. Bigger accelerator clusters need retimers, switches, optical links, and custom silicon to move data without leaving expensive processors idle. Astera Labs, Inc. (NASDAQ:ALAB) and Marvell Technology, Inc. (NASDAQ:MRVL) monetize that connectivity bottleneck from different positions.
Photo from Astera Labs
Astera is the focused rack-scale connectivity play. Its second-quarter update said a Q3 production ramp of the Scorpio X-Series 320-lane fabric switch was expected to drive the next revenue inflection, alongside growth opportunities across Aries, Taurus, and Leo. The bull case is content growth: each new generation of AI rack can require more connectivity silicon and software. The bear case is dependence on a concentrated group of hyperscale customers, product-transition timing, and a valuation that ***** umes strong adoption before every design win becomes revenue.
Hedge-fund breadth strengthened before the rally. Insider Monkey counted 73 funds holding Astera Labs, Inc. (NASDAQ:ALAB) at June 30, up from 53 at March 31. Lee Ainslie's Maverick Capital disclosed 1,067,215 shares, 12% more than in Q1. The quarter-end filing cannot show whether Maverick participated in the September move.
Marvell is more diversified. Its data-center business spans custom compute, electro-optics, switching, and interconnect, giving it multiple ways to benefit as cloud companies redesign AI systems. That breadth is the bull case because one customer's architecture can pull several product families. It is also the risk: custom programs can be lumpy, development costs arrive before revenue, and investors may overestimate the near-term contribution of announced wins.

#september #alab

With their sights set on securing their fourth win of the tournament, Chivas are ready for another Apertura 2026 challenge. Guadalajara are already in the capital of San Luis Potosí, where they will visit Atlético de San Luis at Estadio Libertad Financiera in a Jornada 7 matchup.
Ahead of this game, Gabriel Milito and his coaching staff have selected the 22 players who make up the rojiblanca squad, with an important return to the Rebaño standing out and generating plenty of anticipation among Chivahermanos.
What are the changes to the squad?
Daniel Aguirre has been included in the squad and could make an appearance against the Potosinos.
Miguel Gómez experienced intense pain during one of the training sessions. After undergoing the corresponding imaging studies, it was confirmed that he has suffered a muscle injury. His return to competition will depend on his recovery.

#squad #return #estadio

The chance to make a real statement is within arm's reach for Tapatío, who sit very close to the top of the Apertura 2026 standings and, in Matchday 7, face one of their rivals for that spot: Universidad de Guadalajara.
This is one of the most iconic rivalries in Liga de Expansión, so there is no doubt we will witness an electrifying clash at AKRON Stadium. So you don't miss a single detail, we bring you the best preview information ahead of this Sunday's match.
How are they coming in?
- Tapatío rescued an important point at the Estadio Tecnológico de Oaxaca after drawing 1-1 against Alebrijes. The young Rebaño now have 11 points and sit in 6th place in the table.- Leones Negros, meanwhile, also drew 1-1 at Estadio Jalisco against Piratas, giving them 13 points and 2nd place in the standings.
What happened in their last meeting?

#standings #place #apertura

There are performances that deserve applause, and others for which even a standing ovation falls short. That was the level of the symphony Natalia Mauleón conducted on the field at Estadio Jalisco, leading and executing the red-and-white attack in the 0-4 win over Atlas in the Clásico Tapatío.
Wearing No. 14, the Michoacán native hit the ground running in the fold as a signing for this Apertura 2026. Mauleón had already shown glimpses of her quality in her first appearances, but what she did last night was simply extraordinary.
Starting as an attacking midfielder, she supported Alicia Cervantes and Denise Castro in the Rebaño's attack, with width provided by Joseline Montoya and Jasmine Casarez down the flanks. From that advanced midfield role, thanks to the peripheral vision with which she reads moments, ****** es, and movements, 'Mau' became the undisputed focal point of the match, as every Guadalajara goal went through her feet.
On the first goal, she orchestrated the high press by staying close to the ball at all times so that, after Eva González won it back, a quick touch on the reception opened the inside lane for 'Jas' to burst through and finish for the goal.
The second goal was just as brilliant: it was Natalia herself who once again started the press, winning the ball in the final third and creating a textbook 3-on-2 at the edge of the box. Patiently, she waited for Denise to drift wide before slipping the ball to her at the perfect moment, leaving her to bury it first time.

#natalia

99% of auto-enrollment plans default workers into target-date funds that often carry higher fees and unnecessary bond exposure for 25-year-olds.
VTI, DGRO, and BND together deliver total-market growth, a dividend-quality tilt, and controllable bond stability at costs most 401(k) menus cannot match.
The three-fund portfolio requires annual rebalancing, which means investors who will never log in again are actually better served by the default fund.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
You were auto-enrolled in your 401(k) at 25, checked a box, and moved on. Five years later, you still own whatever target-date fund the plan defaulted you into, and you have never once opened the prospectus. You are not alone. By year-end 2025, 61% of Vanguard defined contribution plans had adopted automatic enrollment, and 99% of automatic enrollment plans used a target-date or other balanced investment strategy as the default fund, with 98% choosing a target-date fund. That default is fine, but it is not optimized. If you want to graduate from "whatever they picked" to a portfolio a grown-up would actually build, three ETFs do the job: Vanguard Total Stock Market ETF (NYSEARCA:VTI), iShares Core Dividend Growth ETF (NYSEARCA:DGRO), and Vanguard Total Bond Market ETF (NASDAQ:BND).

#vanguard #total #market #plans

Revolution Medicines, Inc. (NASDAQ:RVMD) received FDA approval for Rasonque, or daraxonrasib, following an expedited review. The once-daily oral RAS inhibitor is approved for adults with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy or are not candidates for multiagent systemic therapy.
Revolution Medicines, Inc. (NASDAQ:RVMD) set a wholesale acquisition cost (WAC) of $39,800 for a 30-day supply. Twelve 30-day supplies would total $477,600 at WAC before discounts, rebates, or ******* istance. Rasonque is available in the United States, with (ON)Path offering insurance navigation and financial-assistance resources, including copay support for eligible commercially insured patients.
The approval was based on RASolute 302, a randomized Phase 3 trial involving 500 patients with previously treated metastatic pancreatic adenocarcinoma. In the overall population, median overall survival reached 13.2 months with Rasonque versus 6.7 months with chemotherapy. The hazard ratio of 0.40 represented a 60% lower hazard of death during trial follow-up. Median progression-free survival was 7.2 months versus 3.6 months, while objective response rates were 30% and 11%, respectively.
The survival benefit gives Rasonque a strong clinical argument for reimbursement. Pancreatic cancer is aggressive, treatment options after progression are limited, and Rasonque improved overall survival, progression-free survival, and response rates in a randomized comparison. Oral dosing may also reduce the burden of intravenous chemotherapy.
The approved population is broader than a single mutation-defined subgroup. Rasonque can be prescribed with or without an identified RAS tumor mutation and does not require a companion diagnostic. That reduces testing friction within the approved treatment setting.

#months #pancreatic #progression #medicines

Calendar dates are not supposed to matter in efficient markets. Stock prices should reflect a company's cash flows, as well as sentiment toward macroeconomic variables such as interest rates. The fact that Labor Day is right around the corner shouldn't matter. Yet for nearly a century, one month has exhibited a noticeably different pattern from the rest of the year.
September is the only month in which the S&P 500 (SNPINDEX: ^GSPC) has posted a negative long-run average return, down roughly 1.1% between 1928 and 2025. While there is no single reason for September's historical weakness, much of the declines are attributed to portfolio managers returning from summer vacations and rebalancing their portfolios. This means liquidity that had thinned out during July and August has to absorb new selling pressure.
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 »
Investors should care because the September Effect is influential enough to manifest in even the most crowded growth trades. Let's explore what that could mean for artificial intelligence (AI) stocks.
One practical reason to notice patterns around September is concentration risk. When a handful of richly valued growth stocks dominate the S&P 500, a seasonally weak month can turn into a harsher de-risking event rather than a gentle period of digestion. That is the setting in which AI stocks now sit. More specifically, the largest AI companies, known as the "Magnificent Seven" -- Nvidia, Apple, Alphabet, Microsoft, Amazon, Tesla, and Meta Platforms -- now make up nearly 34% of the S&P 500's value.

#month #stocks #flashing

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip supplier seeking share within it. Yet Alphabet remained a large holding, so this is better understood as rebalancing than abandonment.
A financial ****** yst presenting a chart of insurance solutions to a boardroom.
Alphabet Inc. (NASDAQ:GOOGL) still has a formidable bull case. Google Cloud grew 82%, and the company can distribute AI across search, advertising, productivity software, and enterprise services. Its models, custom chips, data, and global user base create several paths to returns. The bear case is the cost and uncertainty of defending those businesses. Capital spending is surging while AI answers may alter search economics and regulators challenge the platform's advantages.
Advanced Micro Devices, Inc. (NASDAQ:AMD) provides a more focused route to the same demand. Its second-quarter revenue rose 50%, with data-center revenue up 107%, as Instinct accelerators and EPYC processors gained momentum. If hyperscalers insist on multiple suppliers, AMD can grow faster than total AI spending. It also faces the harder competitive task: Nvidia's software ecosystem remains dominant, and customers developing internal chips can limit the merchant opportunity.
The filing changes the composition of Tiger's reported positions, but it does not disclose why the fund made either move. Alphabet owns demand and distribution but must prove huge investments strengthen its core economics. AMD sells into that investment wave but must win deployments against powerful alternatives. One can benefit from lower chip prices while the other needs sufficient pricing and share. Holding both, even at different weights, captures the expansion while acknowledging that value may migrate across the stack. The next confirmation should come from cloud margins and accelerator deployment growth rather than portfolio symbolism.

#devices #global #made

NVDA's ACIE segment, which covers enterprise, neocloud, and sovereign buyers, hit $40 billion with 138% year-over-year growth, outpacing hyperscaler revenue's 13% sequential gain.
Sovereign AI revenue more than tripled year over year, with neocloud partners targeting eight gigawatts of installed NVIDIA capacity by year-end.
NVIDIA carries $108.5 billion in guarantee obligations for neocloud partners, and days sales outstanding jumped from 45 to 60 days, signaling elevated financing risk.
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NVIDIA (NASDAQ:NVDA) delivered $89.023 billion of Data Center revenue in its most recent fiscal second quarter, but the customer mix beneath that number may matter more than the record itself. Direct hyperscaler sales totaled $49 billion, up 13% sequentially. ACIE, covering AI cloud providers, industrial customers, enterprises and sovereign buyers, reached $40 billion after 25% sequential growth and 138% year-over-year growth. Management expects ACIE to drive most of next quarter's Data Center growth before hyperscale reaccelerates as Vera Rubin supply improves. That is a striking rebalancing for a company long described as dependent on a handful of technology giants.

#year #sovereign #center

The ***** e Zero Sugar 400 doesn't have the Super Bowl-sized reputation of its slightly older and bigger brother, the Daytona 500.
But boy, it sure has plenty of history.
From 1959 when Daytona Beach's own Fireball Roberts claimed the first Firecracker 250 all the way to 2025 when Ryan Blaney put on a clinic in the final two laps, a who's who of NASCAR legends has won the World Center of Racing's summertime bash.
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Richard Petty, David Pearson, Cale Yarborough, Dale Earnhardt, Jeff Gordon, Kyle Busch. All of them have sped into Victory Lane — some of them multiple times.

#zero #bowl