3 days ago
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI's next bottleneck is not the accelerator. It is everything waiting for data to arrive.
Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger is a general partner, joined the round. Reuters reported that Delos is designing the network to work across different types of compute hardware rather than **** uming every accelerator comes from NVIDIA Corporation (NASDAQ:NVDA).
That makes Advanced Micro Devices, Inc. (NASDAQ:AMD) an important read-through even though AMD is not an investor in Delos.
For illustration purposes only. Photo by Brett Sayles on Pexels
Nvidia does not dominate AI simply because its GPUs are fast. NVIDIA Corporation (NASDAQ:NVDA) sells a tightly integrated system of accelerators, networking, interconnects and software. That makes large clusters easier to deploy and gives customers fewer reasons to mix architectures.
#delos #data #Networking #software
Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger is a general partner, joined the round. Reuters reported that Delos is designing the network to work across different types of compute hardware rather than **** uming every accelerator comes from NVIDIA Corporation (NASDAQ:NVDA).
That makes Advanced Micro Devices, Inc. (NASDAQ:AMD) an important read-through even though AMD is not an investor in Delos.
For illustration purposes only. Photo by Brett Sayles on Pexels
Nvidia does not dominate AI simply because its GPUs are fast. NVIDIA Corporation (NASDAQ:NVDA) sells a tightly integrated system of accelerators, networking, interconnects and software. That makes large clusters easier to deploy and gives customers fewer reasons to mix architectures.
#delos #data #Networking #software
11 days ago
On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money in Arizona. It is the company's second semiconductor supply win, and the two projects together carry more than $900 million of investment. That is a notable turn for a company that has been pulling back from big clean-energy projects.
The Arizona project plays to what Air Products already does. It will build, own, and operate the equipment, from hydrogen generation units and carbon dioxide purification to bulk supply for three gases: helium, hydrogen, and carbon dioxide. That means the customer's gas supply runs through equipment Air Products owns. Supply is targeted to start in phases, so the buildout can move alongside the customer's expansion plans. And this is familiar ground. Air Products has supplied electronics makers for more than 40 years, and its Chandler facility has served the Phoenix chip cluster since 1981, with a pipeline system carrying ultra-high purity nitrogen around the area.
The core business gives the deal a solid floor. In the fiscal third quarter, reported on July 30, adjusted earnings per share rose 12% to $3.47, and management lifted its full-year outlook to an adjusted $13.39 to $13.49 per share. Margins widened as well, so growth is showing up as profit. Chips appear elsewhere in the results too, since the company announced a deal to build four large air separation units to serve a chipmaker's growth in Taiwan.
The cost of the pivot is hard to ignore. On June 30, Air Products announced it would not go ahead with its Louisiana Clean Energy Complex and would discontinue a zero-carbon liquid hydrogen facility in Casa Grande, Arizona, plus other smaller clean energy distribution projects. The exits triggered roughly $2.9 billion in pre-tax charges, which is why the company posted a GAAP loss of $6.47 per share in the third quarter even as its underlying earnings grew. Adjusted results leave that hit out, but the GAAP numbers show what the retreat cost.
Owning the ****** ets also means funding them. Air Products expects about $3.5 billion of capital spending in fiscal 2026, and the Arizona plant alone is a commitment of approximately $250 million, with supply arriving in phases. The release also leaves gaps: it does not name the customer or say how long the contract runs, so the length of the revenue stream is unclear. Elsewhere, Europe's operating income rose only 2% as costs climbed, and management says it is still cautious about the economic backdrop.
#clean #adjusted
The Arizona project plays to what Air Products already does. It will build, own, and operate the equipment, from hydrogen generation units and carbon dioxide purification to bulk supply for three gases: helium, hydrogen, and carbon dioxide. That means the customer's gas supply runs through equipment Air Products owns. Supply is targeted to start in phases, so the buildout can move alongside the customer's expansion plans. And this is familiar ground. Air Products has supplied electronics makers for more than 40 years, and its Chandler facility has served the Phoenix chip cluster since 1981, with a pipeline system carrying ultra-high purity nitrogen around the area.
The core business gives the deal a solid floor. In the fiscal third quarter, reported on July 30, adjusted earnings per share rose 12% to $3.47, and management lifted its full-year outlook to an adjusted $13.39 to $13.49 per share. Margins widened as well, so growth is showing up as profit. Chips appear elsewhere in the results too, since the company announced a deal to build four large air separation units to serve a chipmaker's growth in Taiwan.
The cost of the pivot is hard to ignore. On June 30, Air Products announced it would not go ahead with its Louisiana Clean Energy Complex and would discontinue a zero-carbon liquid hydrogen facility in Casa Grande, Arizona, plus other smaller clean energy distribution projects. The exits triggered roughly $2.9 billion in pre-tax charges, which is why the company posted a GAAP loss of $6.47 per share in the third quarter even as its underlying earnings grew. Adjusted results leave that hit out, but the GAAP numbers show what the retreat cost.
Owning the ****** ets also means funding them. Air Products expects about $3.5 billion of capital spending in fiscal 2026, and the Arizona plant alone is a commitment of approximately $250 million, with supply arriving in phases. The release also leaves gaps: it does not name the customer or say how long the contract runs, so the length of the revenue stream is unclear. Elsewhere, Europe's operating income rose only 2% as costs climbed, and management says it is still cautious about the economic backdrop.
#clean #adjusted
15 days ago
NuScale Power Corporation (SMR) stands out as America's leading developer of small modular reactors (SMRs), building light-water nuclear systems designed to deliver reliable, carbon-free baseload power. Its core product, the NuScale Power Module, targets a wide range of applications, from traditional electricity generation to industrial decarbonization, AI data center power supply, and hydrogen production. Notably, NuScale remains the only SMR developer to secure Standard Design Approval from the U.S. Nuclear Regulatory Commission, a regulatory milestone that continues to anchor its competitive positioning in the emerging advanced nuclear industry.
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#nuclear #crude
NuScale's stock has been anything but stable. Over the past 52 weeks, shares have traded across an enormous range, from a low of $7.21 to a high of $57.42, before settling closer to $10.81. That volatility stems from a mix of factors: heavy retail investor interest, elevated short interest fueling sharp swings in both directions, and macroeconomic shifts in interest rates that disproportionately affect capital-intensive, pre-revenue growth companies. Compared to the Russell 2000, a benchmark of diversified, largely profitable small-cap stocks, NuScale carries a significantly higher beta and downside risk, reflecting its speculative, early-stage commercialization profile.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#nuclear #crude
15 days ago
Choosing between a clean energy innovator and a traditional oil giant reflects a core tension in today's market. Investors must decide if Bloom Energy (NYSE:BE) or Diamondback Energy (NASDAQ:FANG) is the better buy.
Bloom Energy manufactures solid oxide fuel cells that provide reliable onsite power, targeting the surging demand from artificial intelligence infrastructure. Diamondback Energy focuses on extracting oil and gas from the Permian Basin, prioritizing operational efficiency and shareholder returns. While both operate in the energy **** e, their business models, risk profiles, and valuation metrics differ significantly for 2026 investors.
Bloom Energy serves as a prominent player among renewable energy stocks, focusing on solid oxide technology for onsite electricity and hydrogen production. The company targets large-load customers in the data center, semiconductor, and industrial sectors where power reliability is critical. Key partnerships include an agreement with American Electric Power (NASDAQ:AEP) to provide up to one gigawatt of fuel cells and a financing framework worth nearly $5.0 billion with Brookfield (NYSE:BN).
In FY 2025, Bloom Energy reported revenue of approximately $2.0 billion, which represents a growth rate of roughly 37.3% compared to the prior year. Despite this robust top-line performance, the company reported a net loss of nearly $88.4 million for the same period. This loss widened from a net loss of approximately $29.2 million in FY 2024, although the net margin of negative 4.4% in FY 2025 was a significant improvement over the negative 22.7% margin seen in FY 2023.
As of its December 2025 balance sheet, Bloom Energy holds a debt-to-equity ratio of 3.9x. This ratio measures total debt against shareholder equity, indicating the company relies moderately on borrowed funds to fuel its expansion. The current ratio, which measures a company's ability to cover short-term debts with its short-term **** ets, stands at a strong 6.0x. For FY 2025, free cash flow reached close to $57.2 million, which is the cash remaining after paying for operating costs and equipment investments.
#bloom #million
Bloom Energy manufactures solid oxide fuel cells that provide reliable onsite power, targeting the surging demand from artificial intelligence infrastructure. Diamondback Energy focuses on extracting oil and gas from the Permian Basin, prioritizing operational efficiency and shareholder returns. While both operate in the energy **** e, their business models, risk profiles, and valuation metrics differ significantly for 2026 investors.
Bloom Energy serves as a prominent player among renewable energy stocks, focusing on solid oxide technology for onsite electricity and hydrogen production. The company targets large-load customers in the data center, semiconductor, and industrial sectors where power reliability is critical. Key partnerships include an agreement with American Electric Power (NASDAQ:AEP) to provide up to one gigawatt of fuel cells and a financing framework worth nearly $5.0 billion with Brookfield (NYSE:BN).
In FY 2025, Bloom Energy reported revenue of approximately $2.0 billion, which represents a growth rate of roughly 37.3% compared to the prior year. Despite this robust top-line performance, the company reported a net loss of nearly $88.4 million for the same period. This loss widened from a net loss of approximately $29.2 million in FY 2024, although the net margin of negative 4.4% in FY 2025 was a significant improvement over the negative 22.7% margin seen in FY 2023.
As of its December 2025 balance sheet, Bloom Energy holds a debt-to-equity ratio of 3.9x. This ratio measures total debt against shareholder equity, indicating the company relies moderately on borrowed funds to fuel its expansion. The current ratio, which measures a company's ability to cover short-term debts with its short-term **** ets, stands at a strong 6.0x. For FY 2025, free cash flow reached close to $57.2 million, which is the cash remaining after paying for operating costs and equipment investments.
#bloom #million
20 days ago
With a market cap of $56.5 billion, Corteva, Inc. (CTVA) is an agriculture company, serving markets across North America, Latin America, Asia Pacific, Europe, the Middle East, and Africa. The company operates through two main segments: Seed and Crop Protection, developing advanced seed genetics, traits, and crop protection products to help improve farm productivity and resilience.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
21 days ago
Bloom Energy (NYSE: BE), a developer of solid oxide fuel cells (SOFCs), has been one of the market's hottest growth stocks. Its shares surged more than 2,500% over the past two years, while its backlog swelled to $20 billion at the end of 2025. That's ten times the $2.0 billion in revenue it generated in 2025. ******* ysts expect its revenue to more than double to $4.1 billion this year, then grow 65% to $6.8 billion in 2027 and 46% to $9.9 billion in 2028.
That growth trajectory is impressive, but the recent introduction of its Power Connect system -- which could reduce its on-site installation time by more than 40% -- could help it exceed those bullish estimates. Let's see why this upgrade could matter more than the size of its backlog.
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 »
Bloom's SOFCs can convert natural gas, biogas, propane, and hydrogen into electricity without any combustion. Its systems can also be deployed on-site in less than three months and bypass traditional electrical grids, which can require years to set up new connections.
Those advantages make SOFC systems a popular choice for data centers seeking to quickly expand their cloud and AI infrastructure while maintaining a smaller carbon footprint. Oracle, CoreWeave, Nebius, Equinix, and other data center giants already use its SOFC systems. Brookfield ******* et Management (NYSE: BAM), one of the world's largest ******* et managers, funds Bloom's development and deployment of those SOFC systems via a $25 billion partnership.
#systems #signal #years #sofcs
That growth trajectory is impressive, but the recent introduction of its Power Connect system -- which could reduce its on-site installation time by more than 40% -- could help it exceed those bullish estimates. Let's see why this upgrade could matter more than the size of its backlog.
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 »
Bloom's SOFCs can convert natural gas, biogas, propane, and hydrogen into electricity without any combustion. Its systems can also be deployed on-site in less than three months and bypass traditional electrical grids, which can require years to set up new connections.
Those advantages make SOFC systems a popular choice for data centers seeking to quickly expand their cloud and AI infrastructure while maintaining a smaller carbon footprint. Oracle, CoreWeave, Nebius, Equinix, and other data center giants already use its SOFC systems. Brookfield ******* et Management (NYSE: BAM), one of the world's largest ******* et managers, funds Bloom's development and deployment of those SOFC systems via a $25 billion partnership.
#systems #signal #years #sofcs
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27 days ago
Nvidia's $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters. The companies announced the investment and product collaboration on September 18, 2025. Intel's SEC filing shows that NVIDIA Corporation (NASDAQ:NVDA) actually completed the purchase on December 26, 2025, acquiring 214,776,632 Intel shares at $23.28 each for $5 billion. Nvidia's June 30, 2026 13F valued the same share count at $29.989 billion. That is a large unrealized gain; it does not establish that the commercial partnership has already succeeded. Subtracting the original cost leaves an unrealized gain of about $24.989 billion at quarter-end, an amount that will move with Intel's share price.
Intel Corp.'s headquarters, the Robert Noyce Building in Santa Clara, California. Photo from Intel Corp website
The companies said Intel Corporation (NASDAQ:INTC) would build Nvidia-custom x86 CPUs for Nvidia AI infrastructure and x86 system-on-chips integrating Nvidia RTX GPU chiplets for PCs. The latest official disclosures reviewed still describe those custom products as a collaboration under development, so the investment's market value is ahead of the operating evidence.
The bull case is an ecosystem bridge. Nvidia can pair its accelerators, networking, and NVLink with an enormous x86 software base. Intel gains a powerful partner and a route to more valuable data-center and client packages. If the jointly developed products arrive on schedule and win meaningful volume, both companies could strengthen their positions across heterogeneous computing.
The countercase is execution. Intel Foundry posted a $2.089 billion operating loss in the second quarter. Intel also reported an $11.033 billion GAAP net loss attributable to the company, largely distorted by a $12.529 billion mark-to-market loss on shares held in escrow for the U.S. government; non-GAAP net income was $2.197 billion. The accounting charge should not be mistaken for foundry performance, but the segment loss shows that manufacturing economics remain difficult. Product delays or weak adoption could keep the alliance strategically interesting without making it profitable. At the same time, Intel's revenue rose 25% year over year to $16.128 billion, so the quarter was not simply an operating collapse.
#loss
Intel Corp.'s headquarters, the Robert Noyce Building in Santa Clara, California. Photo from Intel Corp website
The companies said Intel Corporation (NASDAQ:INTC) would build Nvidia-custom x86 CPUs for Nvidia AI infrastructure and x86 system-on-chips integrating Nvidia RTX GPU chiplets for PCs. The latest official disclosures reviewed still describe those custom products as a collaboration under development, so the investment's market value is ahead of the operating evidence.
The bull case is an ecosystem bridge. Nvidia can pair its accelerators, networking, and NVLink with an enormous x86 software base. Intel gains a powerful partner and a route to more valuable data-center and client packages. If the jointly developed products arrive on schedule and win meaningful volume, both companies could strengthen their positions across heterogeneous computing.
The countercase is execution. Intel Foundry posted a $2.089 billion operating loss in the second quarter. Intel also reported an $11.033 billion GAAP net loss attributable to the company, largely distorted by a $12.529 billion mark-to-market loss on shares held in escrow for the U.S. government; non-GAAP net income was $2.197 billion. The accounting charge should not be mistaken for foundry performance, but the segment loss shows that manufacturing economics remain difficult. Product delays or weak adoption could keep the alliance strategically interesting without making it profitable. At the same time, Intel's revenue rose 25% year over year to $16.128 billion, so the quarter was not simply an operating collapse.
#loss
27 days ago
Bloom Energy (BE) jumped 8% on momentum with no new catalyst, while FuelCell (FCEL) and Plug Power barely moved in the same risk-on session.
HYDR's 3% gain versus SPY's 1% rise largely reflects Bloom Energy's 15.5% fund weighting, masking weak breadth across hydrogen names.
KR Sridhar declared Bloom "the standard for AI onsite power" after Q2 revenue of $1.07 billion beat estimates and full-year guidance hit $4.2 billion.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A risk-on tape is lifting high-beta fuel cell names on Thursday, but the group is splitting sharply on the way up. Bloom Energy (NYSE:BE) stock is up 8% to $233.69 in midday trading. That's a large single-session move against much more muted action from its two closest hydrogen and fuel cell peers.
#risk
HYDR's 3% gain versus SPY's 1% rise largely reflects Bloom Energy's 15.5% fund weighting, masking weak breadth across hydrogen names.
KR Sridhar declared Bloom "the standard for AI onsite power" after Q2 revenue of $1.07 billion beat estimates and full-year guidance hit $4.2 billion.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A risk-on tape is lifting high-beta fuel cell names on Thursday, but the group is splitting sharply on the way up. Bloom Energy (NYSE:BE) stock is up 8% to $233.69 in midday trading. That's a large single-session move against much more muted action from its two closest hydrogen and fuel cell peers.
#risk
29 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
French gases group Air Liquide is getting the activist-investor treatment.
Elliott reportedly built a stake and wants the firm to sharpen margins. Investors liked the idea, sending the shares higher as the market started pricing in a little less patience and a little more pressure.
Elliott's been engaging with the company for months, though the the size of the stake is not known. The message, however, is clear: improve margins and compete harder with the sector's best operators.
Air Liquide is not exactly a wounded minnow. The Paris-based group is worth about €108 billion (about $125 billion) and supplies gases including oxygen, nitrogen and hydrogen to factories, hospitals, semiconductor plants and energy customers. It is one of Europe's major industrial champions. But activists don't usually arrive because everything looks perfect.
#liquide #gases #stake
French gases group Air Liquide is getting the activist-investor treatment.
Elliott reportedly built a stake and wants the firm to sharpen margins. Investors liked the idea, sending the shares higher as the market started pricing in a little less patience and a little more pressure.
Elliott's been engaging with the company for months, though the the size of the stake is not known. The message, however, is clear: improve margins and compete harder with the sector's best operators.
Air Liquide is not exactly a wounded minnow. The Paris-based group is worth about €108 billion (about $125 billion) and supplies gases including oxygen, nitrogen and hydrogen to factories, hospitals, semiconductor plants and energy customers. It is one of Europe's major industrial champions. But activists don't usually arrive because everything looks perfect.
#liquide #gases #stake
1 month ago
Editor's Note: The Times Union is providing live coverage of today's 2026 Travers Stakes Day at Saratoga Race Course.
SARATOGA SPRINGS - Ever since losing to Nitrogen earlier this year, Fully Subscribed has been dialed in.
On Saturday at Saratoga Race Course, the 4-year-old daughter of Belmont Stakes and Travers Stakes winner Tiz The Law put that intensified ability on full display while capturing the Grade 1 Personal Ensign by a resounding 9 ¾ lengths.
The win earned her a free trip to the Breeders' Cup, too.
"I'm so happy," winning trainer Chad Brown said after the race. "Heck of a crowd here today at Saratoga. She got to show her stuff and show what she can really do."
#saratoga #times #union
SARATOGA SPRINGS - Ever since losing to Nitrogen earlier this year, Fully Subscribed has been dialed in.
On Saturday at Saratoga Race Course, the 4-year-old daughter of Belmont Stakes and Travers Stakes winner Tiz The Law put that intensified ability on full display while capturing the Grade 1 Personal Ensign by a resounding 9 ¾ lengths.
The win earned her a free trip to the Breeders' Cup, too.
"I'm so happy," winning trainer Chad Brown said after the race. "Heck of a crowd here today at Saratoga. She got to show her stuff and show what she can really do."
#saratoga #times #union
1 month ago
Nancy Pelosi's household disclosed a Bloom Energy stake valued between $4.25M and $14.5M from late July, pushing BE up 5% and FCEL 4% on sympathy.
The Pelosi filing also included Intel, an established Bloom Energy data center customer, while Plug Power's exclusion from the catalyst keeps HYDR flat.
Bloom Energy's Q2 revenue hit a record $1.07 billion, up 166% year over year, and the company raised its full-year 2026 guidance to a range of $3.9 billion to $4.2 billion.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.
Shares of Bloom Energy (NYSE:BE) are up 5% to $214.98 in early Tuesday trading, and FuelCell Energy (NASDAQ:FCEL) stock is up 4% to $19.45. The Global X Hydrogen ETF (NASDAQ:HYDR) sits unchanged at $42.34 while two of its largest U.S. components rally.
#bloom #year #fcel #plug
The Pelosi filing also included Intel, an established Bloom Energy data center customer, while Plug Power's exclusion from the catalyst keeps HYDR flat.
Bloom Energy's Q2 revenue hit a record $1.07 billion, up 166% year over year, and the company raised its full-year 2026 guidance to a range of $3.9 billion to $4.2 billion.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.
Shares of Bloom Energy (NYSE:BE) are up 5% to $214.98 in early Tuesday trading, and FuelCell Energy (NASDAQ:FCEL) stock is up 4% to $19.45. The Global X Hydrogen ETF (NASDAQ:HYDR) sits unchanged at $42.34 while two of its largest U.S. components rally.
#bloom #year #fcel #plug
1 month ago
James Franco's glittering career first showed signs of faltering in 2014, when a 17-year-old girl shared messages the then-35-year-old sent her on Instagram, trying to coerce her into showing up at his hotel despite knowing her age. At the time, Franco brushed off his behavior, saying he "used bad judgment." But in 2018, at the height of the #MeToo movement, multiple women came forward to accuse Franco of ******* ual misconduct at his former acting school, Studio 4, which eventually led to a class-action lawsuit and a multi-million-dollar legal settlement in 2021. Though Franco admitted to having ******* with his students and previously undergoing treatment for ******* addiction, he did not address any allegations of ******* ual exploitation or misconduct. Since then, the now 48-year-old has mostly remained out of the spotlight.
Now, just like other previously canceled men who are making comebacks — including Louis C.K., Jonathan Majors and Kevin ******* ey, among others — Franco has re-emerged in the Shortical microdrama "Love, Lies & Frank." In the series, he plays Jimmy Frank, a dejected ad agency CEO who is millions of dollars in debt to a pack of unsavory werewolves donning terrible prosthetics who are threatening the company Jimmy's father built from the ground up. Across 46 episodes, ranging from 40 seconds to two minutes, Franco appears alongside established vertical actors Eric Guilmette and Neela Jolen. Guilmette, playing Jimmy's stepbrother Cameron Frank, and Jolen, who stars as Daniella Hansen, a junior creative at the company determined to rise in the ranks, embrace their roles with gusto despite a predictable plot and having to act through werewolf fangs.
More from Variety
James Franco Stars in 'Love, Lies & Frank' Microdrama on Shortical
Seth Rogen Has 'No Plans' to Work With James Franco Again and Says They Haven't Spoken in a 'Long Time'
#shortical #love #lies
Now, just like other previously canceled men who are making comebacks — including Louis C.K., Jonathan Majors and Kevin ******* ey, among others — Franco has re-emerged in the Shortical microdrama "Love, Lies & Frank." In the series, he plays Jimmy Frank, a dejected ad agency CEO who is millions of dollars in debt to a pack of unsavory werewolves donning terrible prosthetics who are threatening the company Jimmy's father built from the ground up. Across 46 episodes, ranging from 40 seconds to two minutes, Franco appears alongside established vertical actors Eric Guilmette and Neela Jolen. Guilmette, playing Jimmy's stepbrother Cameron Frank, and Jolen, who stars as Daniella Hansen, a junior creative at the company determined to rise in the ranks, embrace their roles with gusto despite a predictable plot and having to act through werewolf fangs.
More from Variety
James Franco Stars in 'Love, Lies & Frank' Microdrama on Shortical
Seth Rogen Has 'No Plans' to Work With James Franco Again and Says They Haven't Spoken in a 'Long Time'
#shortical #love #lies
1 month ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Canadian Pacific Kansas City Limited (NYSE:CP). Canadian Pacific Kansas City Limited (NYSE:CP) owns and operates a transcontinental freight railway in Canada and internationally. On August 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) closed at $94.68 per share. The one-month return of Canadian Pacific Kansas City Limited (NYSE:CP) was 3.25%, and its shares gained 24.17% over the past 52 weeks. Canadian Pacific Kansas City Limited (NYSE:CP) has a market capitalization of $83.25 billion.
SGA Global Growth Strategy stated the following regarding Canadian Pacific Kansas City Limited (NYSE:CP) in its Q2 2026 investor letter:
"We engaged with management of Canadian Pacific Kansas City Limited (NYSE:CP) in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures. A key topic of discussion was the company's decision to defer establishing a Science Based Targets initiative (SBTi)-validated 1.5°C-aligned emissions reduction target. While the ISS Sustainability policy recommended voting against the climate proposal due to the absence of intermediate and long-term emissions targets, management explained that the delay stemmed from the lack of a finalized intensity-based methodology from SBTi appropriate for the freight rail industry, emphasizing that CPKC remains committed to its existing goal of reducing locomotive well-to-wheel emissions intensity by 36.9% by 2030 and continues to work with SBTi as industryspecific frameworks evolve. Management highlighted continued spending on locomotive fleet modernization, including investment in new Tier 4 locomotives, expansion of its hydrogen locomotive program, and trials of renewable fuels. After reviewing the company's disclosures, proxy materials, and feedback from management, we concluded that the company is making goo
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Canadian Pacific Kansas City Limited (NYSE:CP). Canadian Pacific Kansas City Limited (NYSE:CP) owns and operates a transcontinental freight railway in Canada and internationally. On August 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) closed at $94.68 per share. The one-month return of Canadian Pacific Kansas City Limited (NYSE:CP) was 3.25%, and its shares gained 24.17% over the past 52 weeks. Canadian Pacific Kansas City Limited (NYSE:CP) has a market capitalization of $83.25 billion.
SGA Global Growth Strategy stated the following regarding Canadian Pacific Kansas City Limited (NYSE:CP) in its Q2 2026 investor letter:
"We engaged with management of Canadian Pacific Kansas City Limited (NYSE:CP) in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures. A key topic of discussion was the company's decision to defer establishing a Science Based Targets initiative (SBTi)-validated 1.5°C-aligned emissions reduction target. While the ISS Sustainability policy recommended voting against the climate proposal due to the absence of intermediate and long-term emissions targets, management explained that the delay stemmed from the lack of a finalized intensity-based methodology from SBTi appropriate for the freight rail industry, emphasizing that CPKC remains committed to its existing goal of reducing locomotive well-to-wheel emissions intensity by 36.9% by 2030 and continues to work with SBTi as industryspecific frameworks evolve. Management highlighted continued spending on locomotive fleet modernization, including investment in new Tier 4 locomotives, expansion of its hydrogen locomotive program, and trials of renewable fuels. After reviewing the company's disclosures, proxy materials, and feedback from management, we concluded that the company is making goo
1 month ago
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Owning a rental property is supposed to bring in money. For Oz and his wife, their Tampa, Florida, townhome is doing the opposite. After all the expenses are counted, Oz says they're losing exactly $730 every month.
Oz called "The Ramsey Show" and shared that the couple never actually planned to become landlords. They bought the newly constructed townhome about three years ago, lived there for roughly 10 months and then moved back to Miami when Oz's job called him into the office.
Don't Miss:
This Energy Company Says It Can Turn Coal Into Hydrogen, Diesel And Other Products—Without Burning It.
#finance
Owning a rental property is supposed to bring in money. For Oz and his wife, their Tampa, Florida, townhome is doing the opposite. After all the expenses are counted, Oz says they're losing exactly $730 every month.
Oz called "The Ramsey Show" and shared that the couple never actually planned to become landlords. They bought the newly constructed townhome about three years ago, lived there for roughly 10 months and then moved back to Miami when Oz's job called him into the office.
Don't Miss:
This Energy Company Says It Can Turn Coal Into Hydrogen, Diesel And Other Products—Without Burning It.
#finance
1 month ago
Hydrogen stocks have spent years testing investors' patience. Still, August 2026 offers two very different reasons for optimism: one company inching toward profitability after a brutal reset and another already cashing in on the artificial intelligence (AI) power boom. If you believe the sector's turnaround is real, Plug Power (NASDAQ: PLUG) and Bloom Energy (NYSE: BE) are worth a close look.
No stock better represents the boom-and-bust cycle of the hydrogen industry than Plug Power. Finally, though, Plug could be moving in a positive direction for good. In Plug's second quarter, the adjusted loss per share was just $0.07, beating expectations by a penny. Plug also hit $178.3 million in revenue, and gross margins approached breakeven.
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 »
Management has been cutting costs while simultaneously pushing growth. Operating expenses fell 50% year over year, while deployed units more than doubled to 1,666, and service revenue exploded 82% in the same time frame.
Plug maintains more than $160 million in cash and equivalents, and that number, combined with growth and lower costs, should give Plug plenty of runway to hit its targets. The turnaround story still has a long way to go, but it looks like the hydrogen fuel cell manufacturer is well on its way.
#power #still #years
No stock better represents the boom-and-bust cycle of the hydrogen industry than Plug Power. Finally, though, Plug could be moving in a positive direction for good. In Plug's second quarter, the adjusted loss per share was just $0.07, beating expectations by a penny. Plug also hit $178.3 million in revenue, and gross margins approached breakeven.
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 »
Management has been cutting costs while simultaneously pushing growth. Operating expenses fell 50% year over year, while deployed units more than doubled to 1,666, and service revenue exploded 82% in the same time frame.
Plug maintains more than $160 million in cash and equivalents, and that number, combined with growth and lower costs, should give Plug plenty of runway to hit its targets. The turnaround story still has a long way to go, but it looks like the hydrogen fuel cell manufacturer is well on its way.
#power #still #years
1 month ago
Following Hayden Panettiere's shocking death, fans are resurfacing some of the career revelations she shared in her final months, including her allegation that Neutrogena attempted to end their longtime partnership after she spoke publicly about her postpartum depression.
Now, the brand is speaking out.
In her 2026 memoir "This Is Me: A Reckoning" and interviews promoting the book in May, the 36-year-old said the cosmetics brand, owned by Kenvue, wanted to "fire" her after she shed light on her condition on "Live with Kelly and Michael" in 2015, less than a year after she gave birth to her daughter, Kaya.
Panettiere's comments drew backlash in May from social media users – including one beauty content creator who declared "Neutrogena hates women!" – and criticism of the brand saw renewed fervor after the "Heroes" actress died at age 36 on Aug. 16. One Reddit post, which earned more than 2,500 upvotes, proposed a boycott against Neutrogena. Comments under another post mirrored this sentiment, with one user calling Panettiere's commercials a "core memory" for millennials.
The drama, explained: Will a Neutrogena boycott by Hayden Panettiere's fans work?
#neutrogena #post #boycott
Now, the brand is speaking out.
In her 2026 memoir "This Is Me: A Reckoning" and interviews promoting the book in May, the 36-year-old said the cosmetics brand, owned by Kenvue, wanted to "fire" her after she shed light on her condition on "Live with Kelly and Michael" in 2015, less than a year after she gave birth to her daughter, Kaya.
Panettiere's comments drew backlash in May from social media users – including one beauty content creator who declared "Neutrogena hates women!" – and criticism of the brand saw renewed fervor after the "Heroes" actress died at age 36 on Aug. 16. One Reddit post, which earned more than 2,500 upvotes, proposed a boycott against Neutrogena. Comments under another post mirrored this sentiment, with one user calling Panettiere's commercials a "core memory" for millennials.
The drama, explained: Will a Neutrogena boycott by Hayden Panettiere's fans work?
#neutrogena #post #boycott
1 month ago
Wladimir Klitschko is remembering Hayden Panettiere on what would have been her 37th birthday.The former heavyweight boxing champion shared an emotional tribute to his former fiancée on Aug. 21, five days after the "Nashville" actress died at 36.
"Today is Hayden's birthday. Instead of celebrating the way we had planned, today we celebrate her life, her spirit, and the love she brought into this world," Klitschko wrote on Instagram.
"At a time filled with so much sadness, your kindness has reminded me that there is still so much good in humanity," he added as a thank-you to Panettiere's fans, friends and others who have reached out to the family with messages of support.
Neutrogena, mom Lesley Vogel address Hayden Panettiere death – Updates
Klitschko encouraged those reading his message to focus on love and kindness amid the grief.
#panettiere #birthday
"Today is Hayden's birthday. Instead of celebrating the way we had planned, today we celebrate her life, her spirit, and the love she brought into this world," Klitschko wrote on Instagram.
"At a time filled with so much sadness, your kindness has reminded me that there is still so much good in humanity," he added as a thank-you to Panettiere's fans, friends and others who have reached out to the family with messages of support.
Neutrogena, mom Lesley Vogel address Hayden Panettiere death – Updates
Klitschko encouraged those reading his message to focus on love and kindness amid the grief.
#panettiere #birthday
1 month ago
Hayden Panettiere's death continues to spark emotional reactions online. Skincare brand Neutrogena is now facing criticism over a recent statement about the late actress. The brand acknowledged that she felt "unsupported" during a difficult period in her life.
According to HuffPost, Neutrogena issued a public statement days after Panettiere's death, following renewed attention to her past comments about the company.
The actress served as a Neutrogena spokesperson for more than a decade. In a May interview, she said she believed the company distanced itself from her after she publicly discussed her postpartum depression.
In its Instagram statement, Neutrogena said it was "deeply saddened" by Panettiere's passing and acknowledged that it had made her "feel unsupported during a very difficult time."
The company also announced plans for a major investment in a longtime community health partner. The funds will improve access to postpartum depression support. It said more details would be shared once those plans are finalized.
#actress
According to HuffPost, Neutrogena issued a public statement days after Panettiere's death, following renewed attention to her past comments about the company.
The actress served as a Neutrogena spokesperson for more than a decade. In a May interview, she said she believed the company distanced itself from her after she publicly discussed her postpartum depression.
In its Instagram statement, Neutrogena said it was "deeply saddened" by Panettiere's passing and acknowledged that it had made her "feel unsupported during a very difficult time."
The company also announced plans for a major investment in a longtime community health partner. The funds will improve access to postpartum depression support. It said more details would be shared once those plans are finalized.
#actress
1 month ago
Neutrogena has responded after comments from late actress Hayden Panettiere resurfaced, in which she claimed the brand ended their decade-long partnership after she spoke publicly about her experience with postpartum depression.
In the wake of Panettiere's untimely death at age 36 on Aug. 16, Neutrogena has been subject to widespread backlash and calls for a consumer boycott. On Thursday, Aug. 20, it issued a statement saying it was "deeply saddened" by her passing.
"For more than a decade, Hayden was a valued member of our Neutrogena community. We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be."
"Hayden's courage in sharing her challenges helped inspire important conversations and awareness," the statement continued. "We are making a significant investment in a long-standing community health partner to help give more women access to the support they need, including care for postpartum depression. We will share more details with this community when plans are in place."
Panettiere-who first rose to fame on NBC's Heroes-started working with Neutrogena in the mid-2000s.
#decade #thursday
In the wake of Panettiere's untimely death at age 36 on Aug. 16, Neutrogena has been subject to widespread backlash and calls for a consumer boycott. On Thursday, Aug. 20, it issued a statement saying it was "deeply saddened" by her passing.
"For more than a decade, Hayden was a valued member of our Neutrogena community. We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be."
"Hayden's courage in sharing her challenges helped inspire important conversations and awareness," the statement continued. "We are making a significant investment in a long-standing community health partner to help give more women access to the support they need, including care for postpartum depression. We will share more details with this community when plans are in place."
Panettiere-who first rose to fame on NBC's Heroes-started working with Neutrogena in the mid-2000s.
#decade #thursday
1 month ago
Representatives for the beauty brand Neutrogena have broken their silence about their treatment of their former ambassador Hayden Panettiere following her death.
While promoting her memoir earlier this year, the Heroes actress claimed that Neutrogena dropped her as their brand ambassador after 10 years in 2015 because she spoke about her postpartum depression battle on a U.S. talk show.
The allegations resurfaced this week after Panettiere died on Sunday, prompting backlash against the company, which saw its stock spiral amid a fan boycott.
Addressing the uproar on social media on Thursday, reps for Neutrogena acknowledged that they made her feel "unsupported" while she was struggling.
"For more than a decade, Hayden was a valued member of our Neutrogena community," they wrote. "We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be."
They praised Panettiere's "courage" in speaking out about a taboo subject and vowed to make a "significant investment to a long-standing community health partner" to support women's health causes, including postpartum depression.
#hayden #made
While promoting her memoir earlier this year, the Heroes actress claimed that Neutrogena dropped her as their brand ambassador after 10 years in 2015 because she spoke about her postpartum depression battle on a U.S. talk show.
The allegations resurfaced this week after Panettiere died on Sunday, prompting backlash against the company, which saw its stock spiral amid a fan boycott.
Addressing the uproar on social media on Thursday, reps for Neutrogena acknowledged that they made her feel "unsupported" while she was struggling.
"For more than a decade, Hayden was a valued member of our Neutrogena community," they wrote. "We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be."
They praised Panettiere's "courage" in speaking out about a taboo subject and vowed to make a "significant investment to a long-standing community health partner" to support women's health causes, including postpartum depression.
#hayden #made
1 month ago
Neutrogena has broken its silence about former ambassador Hayden Panettiere's death following days of backlash against the skincare brand over its treatment of the late actor.
Panettiere was found dead Sunday at age 36, prompting interviews and comments from the Nashville star to resurface, including her remarks earlier this year that Neutrogena "fired" her in 2015 after she spoke about her postpartum depression.
"We are deeply saddened by Hayden Panettiere's passing," Neutrogena said in a statement posted to its social media accounts Thursday. "For more than a decade, Hayden was a valued member of our Neutrogena community."
"We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be," the statement continued.
Neutrogena vowed to make a "significant investment to a long-standing community health partner" to support women's health causes and promised to share more details "when plans are in place."
#neutrogena #Health #panettiere #sunday
Panettiere was found dead Sunday at age 36, prompting interviews and comments from the Nashville star to resurface, including her remarks earlier this year that Neutrogena "fired" her in 2015 after she spoke about her postpartum depression.
"We are deeply saddened by Hayden Panettiere's passing," Neutrogena said in a statement posted to its social media accounts Thursday. "For more than a decade, Hayden was a valued member of our Neutrogena community."
"We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be," the statement continued.
Neutrogena vowed to make a "significant investment to a long-standing community health partner" to support women's health causes and promised to share more details "when plans are in place."
#neutrogena #Health #panettiere #sunday
1 month ago
Neutrogena shared a statement on Thursday addressing Hayden Panettiere's death, following days of backlash. In the wake of her death, many fans resurfaced comments Panettiere had made claiming the skincare company fired her in 2015 for speaking out about postpartum depression.
"For more than a decade, Hayden was a valued member of our Neutrogena community. We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be," the company wrote on social media.
"Hayden's courage in sharing her challenges helped inspire important conversations and awareness. We are making a significant investment to a long-standing community health partner to help give more women access to the support they need, including care for postpartum depression," Neutrogena wrote. The company said it would share more details "when plans are in place."
"Out of respect for Hayden's family and loved ones, we did not want to speak out so soon following her passing. Everyone at Neutrogena extends their deepest condolences to Hayden's family and all who loved her," the statement added.
Panettiere, 36, died on Sunday in Greenville, South Carolina. Authorities said emergency responders found her in cardiac arrest. Two sources familiar with the investigation told CBS News that the Drug Enforcement Administration is ***** isting in the investigation.
#company
"For more than a decade, Hayden was a valued member of our Neutrogena community. We are proud to have partnered with her and understand that we made her feel unsupported during a very difficult time. This is not what Neutrogena stands for or who we want to be," the company wrote on social media.
"Hayden's courage in sharing her challenges helped inspire important conversations and awareness. We are making a significant investment to a long-standing community health partner to help give more women access to the support they need, including care for postpartum depression," Neutrogena wrote. The company said it would share more details "when plans are in place."
"Out of respect for Hayden's family and loved ones, we did not want to speak out so soon following her passing. Everyone at Neutrogena extends their deepest condolences to Hayden's family and all who loved her," the statement added.
Panettiere, 36, died on Sunday in Greenville, South Carolina. Authorities said emergency responders found her in cardiac arrest. Two sources familiar with the investigation told CBS News that the Drug Enforcement Administration is ***** isting in the investigation.
#company
1 month ago
On August 10, Plug Power (NASDAQ:PLUG) held its second-quarter earnings call, and the numbers pointed toward a company closing the gap between its long-promised turnaround and reality. Revenue climbed to $178 million, gross margin crept to nearly break-even, and management raised its full-year growth guidance for the second time this year. CEO Jose Luis Crespo framed the quarter as proof the business is executing, and the underlying figures back that up.
Revenue rose about 9% sequentially to $178 million, pushing first-half sales to $342 million, up 11% year-over-year. Management raised full-year revenue growth guidance to 15% to 16%, up from the 13% to 15% range given last quarter, citing visibility into a historically second-half-weighted business. Material handling was the standout. Plug deployed 1,670 GenDrive units in the quarter, more than doubling the 39 units deployed in the second quarter of last year. Service revenue grew 82% year-over-year to $29.8 million with a 27% margin, and two of the company's largest material handling customers are planning to refresh more than 20,000 GenDrive units over the next three years, a multi-year revenue base already locked in.
The electrolyzer segment added fresh wins too, including a 50 MW order tied to a final investment decision at the Hunter Valley Hydrogen Hub in Australia, a 30 MW UK project reaching FID, and selection for a 275 MW feed study in Quebec. Management also pointed to European regulation, including Spain's draft renewable fuels framework, as a potential driver of roughly 10 GW of electrolyzer demand by 2030.
Despite the progress, the business remains unprofitable across every segment. Gross margin was still negative at roughly -0.9%, and the fuel segment, while improved to -48.8% from -91% a year ago, remains deeply unprofitable. GAAP EPS was a loss of $0.14, weighed down by about $104 million in non-cash mark-to-market charges tied to convertible debt and warrants. The reported 50% year-over-year drop in operating expenses to $62 million leaned heavily on a $39.7 million recovery of previously impaired ****** ets, including a $37 million gain from a customer contract dispute settled in June, meaning the underlying cost base improved less than the headline number implies. Cash usage of $61 million for the quarter, while down 58% sequentially, still represents ongoing burn.
The company's liquidity plan depends in part on non-dilutive financing, including a July transaction expected to generate about $80 million from ****** et sales, of which only $47 million had been received as of the call. Positive EBITDA in the fourth quarter remains a target management reiterated rather than a result already delivered.
#year #revenue
Revenue rose about 9% sequentially to $178 million, pushing first-half sales to $342 million, up 11% year-over-year. Management raised full-year revenue growth guidance to 15% to 16%, up from the 13% to 15% range given last quarter, citing visibility into a historically second-half-weighted business. Material handling was the standout. Plug deployed 1,670 GenDrive units in the quarter, more than doubling the 39 units deployed in the second quarter of last year. Service revenue grew 82% year-over-year to $29.8 million with a 27% margin, and two of the company's largest material handling customers are planning to refresh more than 20,000 GenDrive units over the next three years, a multi-year revenue base already locked in.
The electrolyzer segment added fresh wins too, including a 50 MW order tied to a final investment decision at the Hunter Valley Hydrogen Hub in Australia, a 30 MW UK project reaching FID, and selection for a 275 MW feed study in Quebec. Management also pointed to European regulation, including Spain's draft renewable fuels framework, as a potential driver of roughly 10 GW of electrolyzer demand by 2030.
Despite the progress, the business remains unprofitable across every segment. Gross margin was still negative at roughly -0.9%, and the fuel segment, while improved to -48.8% from -91% a year ago, remains deeply unprofitable. GAAP EPS was a loss of $0.14, weighed down by about $104 million in non-cash mark-to-market charges tied to convertible debt and warrants. The reported 50% year-over-year drop in operating expenses to $62 million leaned heavily on a $39.7 million recovery of previously impaired ****** ets, including a $37 million gain from a customer contract dispute settled in June, meaning the underlying cost base improved less than the headline number implies. Cash usage of $61 million for the quarter, while down 58% sequentially, still represents ongoing burn.
The company's liquidity plan depends in part on non-dilutive financing, including a July transaction expected to generate about $80 million from ****** et sales, of which only $47 million had been received as of the call. Positive EBITDA in the fourth quarter remains a target management reiterated rather than a result already delivered.
#year #revenue
1 month ago
Neutrogena is facing a boycott and swarms of social media backlash over a story from Hayden Panettiere that has resurfaced after her sudden death at 36.
The Heroes star, who was the face of the popular skincare brand for about 10 years, said in her 2026 memoir This Is Me: A Reckoning that Neutrogena severed ties with her after she spoke publicly about receiving mental health treatment for postpartum depression following the birth of her daughter, Kaya, in 2014.
Panettiere alleged that her contract with the company was canceled because she revealed her PPD diagnosis on Live! with Kelly and Michael in 2015, explaining in her memoir: "Neutrogena canceled my long-standing contract, and it was yet another blow in a year that had given almost nothing else."
Upon the release of the memoir in May, the comments sparked online criticism of Neutrogena, but the brand is now facing renewed backlash after Panettiere died Sunday in Greenville, South Carolina.
One Reddit post, which has more than 5,000 upvotes, proposed a boycott against the company in honor of Panettiere. The comments echoed that attitude, with users vowing to never buy products from the company again.
#memoir
The Heroes star, who was the face of the popular skincare brand for about 10 years, said in her 2026 memoir This Is Me: A Reckoning that Neutrogena severed ties with her after she spoke publicly about receiving mental health treatment for postpartum depression following the birth of her daughter, Kaya, in 2014.
Panettiere alleged that her contract with the company was canceled because she revealed her PPD diagnosis on Live! with Kelly and Michael in 2015, explaining in her memoir: "Neutrogena canceled my long-standing contract, and it was yet another blow in a year that had given almost nothing else."
Upon the release of the memoir in May, the comments sparked online criticism of Neutrogena, but the brand is now facing renewed backlash after Panettiere died Sunday in Greenville, South Carolina.
One Reddit post, which has more than 5,000 upvotes, proposed a boycott against the company in honor of Panettiere. The comments echoed that attitude, with users vowing to never buy products from the company again.
#memoir
1 month ago
Fans and friends mourned the unexpected death of "Heroes" and "Nashville" actress Hayden Panettiere Monday.
Her connection to fashion and beauty included starring roles in campaigns for Neutrogena and the shoe brand Candies, and Panettiere also attended fashion week several times throughout her career, made her mark at the Met Gala and was a guest judge on "Project Runway."
More from WWD
Sadie Sink Pulls From Alexander McQueen's Famed 2004 Deliverance Collection for Jean Grey Reveal
Embellished Shoes Are Taking Over Fall 2026 - From Jeweled Sneakers to Feathered Boots
#panettiere #fashion
Her connection to fashion and beauty included starring roles in campaigns for Neutrogena and the shoe brand Candies, and Panettiere also attended fashion week several times throughout her career, made her mark at the Met Gala and was a guest judge on "Project Runway."
More from WWD
Sadie Sink Pulls From Alexander McQueen's Famed 2004 Deliverance Collection for Jean Grey Reveal
Embellished Shoes Are Taking Over Fall 2026 - From Jeweled Sneakers to Feathered Boots
#panettiere #fashion
2 months ago
Bayern Munich won the Telekom Cup against RB Leipzig 3-1. The preseason tournament featured a majority of the first-teamers, as opposed to the previous games where there was a more heterogenous mix of youngsters and seasoned players. Through the preseason, midfielders Aleksandar Pavlović and Tom Bischof have both impressed. The former spoke after the game, expressing his delight in the win.
"We're delighted to have won the game," ge expressed (as captured by iMiaSanMia).
"It wasn't an easy game; Leipzig played well and put us under a lot of pressure. But we showed what we're capable of and deservedly won," he went on. Leipzig was certainly keeping Bayern on their toes — their attack was constantly on the lookout (10 shots with 5 on target.)
"Personally, I'm very happy with my performance. I've settled into pre-season well," he went on. "I'm also very happy with the team. We have a great team spirit, we've trained hard, prepared well and shown in the games what we're capable of," he praised the team.
"We have a great mentality and great players – and there is still more to come [from the team]," he declared.
#team #we 're #players
"We're delighted to have won the game," ge expressed (as captured by iMiaSanMia).
"It wasn't an easy game; Leipzig played well and put us under a lot of pressure. But we showed what we're capable of and deservedly won," he went on. Leipzig was certainly keeping Bayern on their toes — their attack was constantly on the lookout (10 shots with 5 on target.)
"Personally, I'm very happy with my performance. I've settled into pre-season well," he went on. "I'm also very happy with the team. We have a great team spirit, we've trained hard, prepared well and shown in the games what we're capable of," he praised the team.
"We have a great mentality and great players – and there is still more to come [from the team]," he declared.
#team #we 're #players
2 months ago
CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran. Instead, management spent the earnings call on August 6 arguing that something bigger is happening underneath the headlines. Adjusted EBITDA hit $2.2 billion for the first half, ammonia plants ran at nearly 98% of available capacity, and the company raised its own estimate of what it can earn in a normal year. Investors chasing the geopolitical story may be missing the real one.
Management's central argument is that global nitrogen capacity has gotten permanently more expensive to build, which raises the price required to justify new plants and therefore lifts what CF Industries can earn even in ordinary years. That case leans on Blue Point, where the company has now received every permit needed to start construction, ordered nearly all its long lead items, and expects module fabrication to begin later this year. Combined with the planned return of the Yazoo City Complex in the first half of 2027, those projects support management's target of roughly $3.3 billion in mid-cycle EBITDA by 2030, up from a new $2.9 billion baseline, and neither figure includes any ****** p from the current conflict.
The quarter's numbers back up the operational side of that story. Second quarter net earnings reached $727 million, or $4.73 per diluted share, while trailing 12-month free cash flow came in around $1.8 billion. CF Industries has funneled much of that into buybacks, repurchasing 10.6 million shares for $958 million over the past year, and the board raised the quarterly dividend 20% to $0.60 per share in July. Shares outstanding have fallen 29% since the start of 2021 while the dividend has doubled, a combination management says has lifted investor ownership of the underlying business by more than 40% since 2020.
Management spent real time on the call pushing back on the idea that CF Industries' growth is mostly a geopolitical trade, which suggests that's exactly how a lot of investors are currently pricing the stock. Demand data from the quarter gives that read some support. Customers in regions with second-half application seasons deferred purchases as prices rose, and North American buyers slowed down enough in June that channel inventories fell to a very low point.
That weakness only reversed once thin inventories forced a rush into July's UAN and ammonia fill programs. Meanwhile, capital spending is about to climb as Blue Point construction ramps up, with CF Industries' share of 2026 capex projected at $950 million out of a company total of $1.3 billion, a bill that has to be paid before any of the 2030 targets show up in earnings.
#million #first #year
Management's central argument is that global nitrogen capacity has gotten permanently more expensive to build, which raises the price required to justify new plants and therefore lifts what CF Industries can earn even in ordinary years. That case leans on Blue Point, where the company has now received every permit needed to start construction, ordered nearly all its long lead items, and expects module fabrication to begin later this year. Combined with the planned return of the Yazoo City Complex in the first half of 2027, those projects support management's target of roughly $3.3 billion in mid-cycle EBITDA by 2030, up from a new $2.9 billion baseline, and neither figure includes any ****** p from the current conflict.
The quarter's numbers back up the operational side of that story. Second quarter net earnings reached $727 million, or $4.73 per diluted share, while trailing 12-month free cash flow came in around $1.8 billion. CF Industries has funneled much of that into buybacks, repurchasing 10.6 million shares for $958 million over the past year, and the board raised the quarterly dividend 20% to $0.60 per share in July. Shares outstanding have fallen 29% since the start of 2021 while the dividend has doubled, a combination management says has lifted investor ownership of the underlying business by more than 40% since 2020.
Management spent real time on the call pushing back on the idea that CF Industries' growth is mostly a geopolitical trade, which suggests that's exactly how a lot of investors are currently pricing the stock. Demand data from the quarter gives that read some support. Customers in regions with second-half application seasons deferred purchases as prices rose, and North American buyers slowed down enough in June that channel inventories fell to a very low point.
That weakness only reversed once thin inventories forced a rush into July's UAN and ammonia fill programs. Meanwhile, capital spending is about to climb as Blue Point construction ramps up, with CF Industries' share of 2026 capex projected at $950 million out of a company total of $1.3 billion, a bill that has to be paid before any of the 2030 targets show up in earnings.
#million #first #year
2 months ago
Nutrien (NYSE:NTR) held its second-quarter 2026 earnings call on August 6. The headline numbers show a company leaning on its potash strength to offset a ****** pier nitrogen and phosphate picture, while still finding room to raise guidance in one segment and cut spending in another.
Nutrien posted record potash sales volumes in the first half of 2026 and raised the bottom end of its full-year potash sales guidance to a range of 14.2 million to 14.8 million tonnes. Potash generated $658 million in adjusted EBITDA during the quarter, and the company kept controllable cash costs flat year over year while targeting below $60 per tonne for the full year. Automation now covers 53% of ore tonnes mined in the first half, already past the target management set at its 2024 Investor Day. Canpotex is fully committed to third-quarter volumes, and management pointed to a favorable response to its domestic summer fill program.
Beyond the mine, Nutrien trimmed its 2026 capital expenditure guidance by $50 million to a range of $1.95 billion to $2.05 billion, and lifted first-half share repurchases 26% over the prior year, stepping up the pace to roughly $75 million a month in the third quarter. Retail adjusted EBITDA climbed 4% in the first half to $1.24 billion, driven by a 10% jump in proprietary crop nutrients gross margin and sales volumes for certain nutritional products that nearly tenfolded from a year earlier. The company has also generated about $1 billion in gross divestiture proceeds since the fourth quarter of 2024, including roughly $90 million in new agreements since June 2026, and said it received numerous nonbinding bids as it reviews strategic alternatives for its phosphate business.
Nitrogen sales volumes fell from the prior year, with no production from Trinidad or New Madrid, planned maintenance at Carseland, and deferred customer purchases late in the quarter as market volatility picked up. Only about 35% of total nitrogen segment volumes were sold ahead of the onset of the Middle East conflict, leaving more of the book exposed to a choppier pricing environment. Global urea prices dropped in the back half of the second quarter during a seasonal demand lull that geopolitical developments made worse, even as management says trade flow disruptions, production outages, and elevated energy prices firmed up fundamentals again in the third quarter.
Phosphate adjusted EBITDA declined in the quarter because of elevated sulfur costs that Nutrien described as placing unsustainable pressure on producer margins across the industry. Nitrogen segment adjusted EBITDA came in at $635 million for the quarter, and the company still has turnarounds planned at its Lima and Redwater facilities in the third quarter, adding to the operational moving parts already at play from the Carseland work completed earlier in the year.
#year
Nutrien posted record potash sales volumes in the first half of 2026 and raised the bottom end of its full-year potash sales guidance to a range of 14.2 million to 14.8 million tonnes. Potash generated $658 million in adjusted EBITDA during the quarter, and the company kept controllable cash costs flat year over year while targeting below $60 per tonne for the full year. Automation now covers 53% of ore tonnes mined in the first half, already past the target management set at its 2024 Investor Day. Canpotex is fully committed to third-quarter volumes, and management pointed to a favorable response to its domestic summer fill program.
Beyond the mine, Nutrien trimmed its 2026 capital expenditure guidance by $50 million to a range of $1.95 billion to $2.05 billion, and lifted first-half share repurchases 26% over the prior year, stepping up the pace to roughly $75 million a month in the third quarter. Retail adjusted EBITDA climbed 4% in the first half to $1.24 billion, driven by a 10% jump in proprietary crop nutrients gross margin and sales volumes for certain nutritional products that nearly tenfolded from a year earlier. The company has also generated about $1 billion in gross divestiture proceeds since the fourth quarter of 2024, including roughly $90 million in new agreements since June 2026, and said it received numerous nonbinding bids as it reviews strategic alternatives for its phosphate business.
Nitrogen sales volumes fell from the prior year, with no production from Trinidad or New Madrid, planned maintenance at Carseland, and deferred customer purchases late in the quarter as market volatility picked up. Only about 35% of total nitrogen segment volumes were sold ahead of the onset of the Middle East conflict, leaving more of the book exposed to a choppier pricing environment. Global urea prices dropped in the back half of the second quarter during a seasonal demand lull that geopolitical developments made worse, even as management says trade flow disruptions, production outages, and elevated energy prices firmed up fundamentals again in the third quarter.
Phosphate adjusted EBITDA declined in the quarter because of elevated sulfur costs that Nutrien described as placing unsustainable pressure on producer margins across the industry. Nitrogen segment adjusted EBITDA came in at $635 million for the quarter, and the company still has turnarounds planned at its Lima and Redwater facilities in the third quarter, adding to the operational moving parts already at play from the Carseland work completed earlier in the year.
#year
2 months ago
Plug Power (PLUG) shares have inched higher ahead of the company's second-quarter results scheduled for release today, Aug. 10, after market close.
Consensus is for the hydrogen fuel cell specialist to record a loss of $0.08 per share, which would represent about a 50% improvement versus the same quarter last year.
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#Share
Consensus is for the hydrogen fuel cell specialist to record a loss of $0.08 per share, which would represent about a 50% improvement versus the same quarter last year.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#Share
2 months ago
Antipodes Partners published its "Antipodes Global Strategy" second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed enthusiasm for artificial intelligence, strong corporate earnings, and easing tensions with Iran supported the rebound, while growth stocks outperformed value and emerging markets led gains, particularly Korea and Taiwan. The Antipodes Global Value Strategy underperformed its benchmark during the quarter and over the 12 months to June 30, 2026, as returns became concentrated in a narrow group of semiconductor and hardware stocks. Consumer staples and consumer discretionary holdings supported performance, while information technology, software, and internet exposure detracted. The firm remains cautious on expensive memory companies because pricing and supply remain cyclical despite AI demand. The Strategy continues to favor valued infrastructure, specialty semiconductors, resilient software, and quality businesses. For insights into its key selections for 2026, please review the Strategy's top five holdings.
In its Q2 2026 investor letter, Antipodes Global Strategy highlighted TotalEnergies SE (NYSE:TTE). TotalEnergies SE (NYSE:TTE) is a leading energy company that produces and markets oil and biofuels, natural gas, biogas, and low-carbon hydrogen, renewables, and electricity. On August 7, 2026, TotalEnergies SE (NYSE:TTE) closed at $85.83 per share. The one-month return of TotalEnergies SE (NYSE:TTE) was 7.49%, and its shares gained 43.01% over the past 52 weeks. TotalEnergies SE (NYSE:TTE) has a market capitalization of $190.44 billion.
Antipodes Global Strategy stated the following regarding TotalEnergies SE (NYSE:TTE) in its Q2 2026 investor letter:
"TotalEnergies SE (NYSE:TTE) underperformed as weaker crude oil and natural gas prices reduced earnings expectations and cash-flow forecasts across the integrated energy sector in line with geopolitical tensions easing over the Quarter. Concerns over slowing global economic growth and softer fuel demand also weighed on commodity markets, while increased OPEC+ supply expectations added further pressure to oil prices. Although TotalEnergies continued to benefit from its diversified LNG, power and renewable energy portfolio, these positives were outweighed by declining upstream earnings expectations. A broader rotation away from defensive energy stocks toward higher-growth sectors and profit taking after a stronger period also contributed to weakness."
#strategy #letter #stocks
In its Q2 2026 investor letter, Antipodes Global Strategy highlighted TotalEnergies SE (NYSE:TTE). TotalEnergies SE (NYSE:TTE) is a leading energy company that produces and markets oil and biofuels, natural gas, biogas, and low-carbon hydrogen, renewables, and electricity. On August 7, 2026, TotalEnergies SE (NYSE:TTE) closed at $85.83 per share. The one-month return of TotalEnergies SE (NYSE:TTE) was 7.49%, and its shares gained 43.01% over the past 52 weeks. TotalEnergies SE (NYSE:TTE) has a market capitalization of $190.44 billion.
Antipodes Global Strategy stated the following regarding TotalEnergies SE (NYSE:TTE) in its Q2 2026 investor letter:
"TotalEnergies SE (NYSE:TTE) underperformed as weaker crude oil and natural gas prices reduced earnings expectations and cash-flow forecasts across the integrated energy sector in line with geopolitical tensions easing over the Quarter. Concerns over slowing global economic growth and softer fuel demand also weighed on commodity markets, while increased OPEC+ supply expectations added further pressure to oil prices. Although TotalEnergies continued to benefit from its diversified LNG, power and renewable energy portfolio, these positives were outweighed by declining upstream earnings expectations. A broader rotation away from defensive energy stocks toward higher-growth sectors and profit taking after a stronger period also contributed to weakness."
#strategy #letter #stocks
