3 days ago
Former New York Giants quarterback Eli Manning sees a different version of J.J. McCarthy than the one who struggled in Minnesota.
Speaking on The Colin Cowherd Podcast, Manning pointed to McCarthy's recent play with the Giants as evidence that a fresh start is already paying off.
McCarthy, acquired from the Vikings in late September for a 2027 fifth-round pick, has appeared in three games for New York. He first drew notice in the fourth quarter against the New Orleans Saints, when he entered with little to lose and threw for 243 yards in a near-comeback. He followed that with a strong outing in his first start against the Houston Texans, helping the Giants secure an overtime win.
Through those appearances, McCarthy has posted a 95.2 passer rating while throwing for 495 yards with one touchdown and one interception.
Manning credited the early reps, particularly in two-minute situations against the Saints, for helping McCarthy settle into a rhythm.
#Giants #helping
Speaking on The Colin Cowherd Podcast, Manning pointed to McCarthy's recent play with the Giants as evidence that a fresh start is already paying off.
McCarthy, acquired from the Vikings in late September for a 2027 fifth-round pick, has appeared in three games for New York. He first drew notice in the fourth quarter against the New Orleans Saints, when he entered with little to lose and threw for 243 yards in a near-comeback. He followed that with a strong outing in his first start against the Houston Texans, helping the Giants secure an overtime win.
Through those appearances, McCarthy has posted a 95.2 passer rating while throwing for 495 yards with one touchdown and one interception.
Manning credited the early reps, particularly in two-minute situations against the Saints, for helping McCarthy settle into a rhythm.
#Giants #helping
7 days ago
A report suggests that Meghan Markle received an apology from her half-brother, who had previously sided with their father, Thomas Markle Sr. He reportedly now understands his father's character and why Markle kept him away from the family. A revelation following the ***** ss of Sussex's recent comments on the serious allegations against him.
The Sun reports that Markle's half-brother, Thomas Markle Jr., has asked for her forgiveness after supporting their father, Thomas Markle Sr., who's facing serious allegations at present.
According to the outlet, he said, "I'm so, so sorry. I now know I have been protecting the wrong person for the past nine years." He now calls the man he defended a "monster," claiming he finally sees the clear picture.
"I now know exactly why you don't talk to him any more and why you won't let him meet Harry or his grandchildren. And I'm ashamed that I spent years taking his side when you fell out with him," he further added.
The half-brother further addressed Markle, acknowledging that they aren't close. However, he remembered the time they spent together during her childhood. He revealed that he held her and looked after her when she was a baby. He also asked her to accept his apology and wished her family well.
#apology #asked
The Sun reports that Markle's half-brother, Thomas Markle Jr., has asked for her forgiveness after supporting their father, Thomas Markle Sr., who's facing serious allegations at present.
According to the outlet, he said, "I'm so, so sorry. I now know I have been protecting the wrong person for the past nine years." He now calls the man he defended a "monster," claiming he finally sees the clear picture.
"I now know exactly why you don't talk to him any more and why you won't let him meet Harry or his grandchildren. And I'm ashamed that I spent years taking his side when you fell out with him," he further added.
The half-brother further addressed Markle, acknowledging that they aren't close. However, he remembered the time they spent together during her childhood. He revealed that he held her and looked after her when she was a baby. He also asked her to accept his apology and wished her family well.
#apology #asked
14 days ago
Bengaluru: For Tilak Varma, the number next to his name on the team sheet matters far less than the one on the scoreboard at the end of the match.
The India T20I vice-captain has seen his role evolve considerably in recent months, moving from the top order to the finisher's role as the team continues to fine-tune its combinations. While adapting to different batting positions is rarely straightforward, the 23-year-old has embraced the challenge and put the team's needs ahead of personal preference.
Having begun his T20I career near the top of the order, Tilak now often finds himself walking in at No. 5 or 6. With Sanju Samson and Abhishek Sharma opening, Ishan Kishan firmly established at No. 3 and skipper Shreyas Iyer occupying the next slot, opportunities higher up the order have become limited.
Rather than viewing it as a setback, Tilak sees it as another responsibility to master.
"Ishan is batting brilliantly at No. 3. So, for me, there is no option but to bat at 5 and 6 and do the job for the team. I am mentally prepared for that role and in the last few games, I have won matches from there. So, I am pretty confident," Tilak said after the rain-hit series decider against the West Indies in Bengaluru on Saturday.
The left-hander admitted that the transition from a top-order batter to a finisher has not been without its challenges.
"It's not easy to change from No. 3 to No. 5 or 6. It is slightly challenging. But I have been working on how I can finish games, and I love finishing games for the country," he said.
The demands of batting in the lower middle order are vastly different from those of a top-order role. There is little time to settle in, and the emphasis is on making an immediate impact rather than constructing an innings. Tilak said he has consciously altered his preparation to meet those demands.
"I have been working on it in the nets. Otherwise, it becomes tough. When you go in as a finisher and a slower ball comes into your arc, you need to be ready to hit it for six. In T20 cricket, if you bat at No. 5 or 6, you generally get only five or six overs, so I have had to change my approach."
Fortunately for Tilak, batting down the order is not entirely new territory.
"I batted lower down the order in my childhood as well. I have shots all around the ground and I am confident in my ability to adapt. Whether it is No. 3 or No. 5, I believe I have the technique to fit into any role for the team if I prepare well," he said.
#tilak #t20i
The India T20I vice-captain has seen his role evolve considerably in recent months, moving from the top order to the finisher's role as the team continues to fine-tune its combinations. While adapting to different batting positions is rarely straightforward, the 23-year-old has embraced the challenge and put the team's needs ahead of personal preference.
Having begun his T20I career near the top of the order, Tilak now often finds himself walking in at No. 5 or 6. With Sanju Samson and Abhishek Sharma opening, Ishan Kishan firmly established at No. 3 and skipper Shreyas Iyer occupying the next slot, opportunities higher up the order have become limited.
Rather than viewing it as a setback, Tilak sees it as another responsibility to master.
"Ishan is batting brilliantly at No. 3. So, for me, there is no option but to bat at 5 and 6 and do the job for the team. I am mentally prepared for that role and in the last few games, I have won matches from there. So, I am pretty confident," Tilak said after the rain-hit series decider against the West Indies in Bengaluru on Saturday.
The left-hander admitted that the transition from a top-order batter to a finisher has not been without its challenges.
"It's not easy to change from No. 3 to No. 5 or 6. It is slightly challenging. But I have been working on how I can finish games, and I love finishing games for the country," he said.
The demands of batting in the lower middle order are vastly different from those of a top-order role. There is little time to settle in, and the emphasis is on making an immediate impact rather than constructing an innings. Tilak said he has consciously altered his preparation to meet those demands.
"I have been working on it in the nets. Otherwise, it becomes tough. When you go in as a finisher and a slower ball comes into your arc, you need to be ready to hit it for six. In T20 cricket, if you bat at No. 5 or 6, you generally get only five or six overs, so I have had to change my approach."
Fortunately for Tilak, batting down the order is not entirely new territory.
"I batted lower down the order in my childhood as well. I have shots all around the ground and I am confident in my ability to adapt. Whether it is No. 3 or No. 5, I believe I have the technique to fit into any role for the team if I prepare well," he said.
#tilak #t20i
24 days ago
In his new memoir One **** uva Ride, Michael Douglas recalls holding a grudge against David Letterman for 18 years
The Oscar winner recalled an appearance on Late Show that left him "feeling like" Letterman "had a real nasty sense of humor"
The two reconciled in 2010 when Douglas went on the show to announce his throat cancer diagnosis
Michael Douglas held a years-long grudge against David Letterman, he reveals in his new memoir.
One **** uva Ride (on bookshelves now) sees the actor-producer, 82, pulling back the curtain on his childhood, love life, activism and decades-long screen career. Among the anecdotes is a recounting of his 2010 stage IV throat cancer diagnosis, which he announced to the public on Late Show with David Letterman.
#letterman #david #ride #late
The Oscar winner recalled an appearance on Late Show that left him "feeling like" Letterman "had a real nasty sense of humor"
The two reconciled in 2010 when Douglas went on the show to announce his throat cancer diagnosis
Michael Douglas held a years-long grudge against David Letterman, he reveals in his new memoir.
One **** uva Ride (on bookshelves now) sees the actor-producer, 82, pulling back the curtain on his childhood, love life, activism and decades-long screen career. Among the anecdotes is a recounting of his 2010 stage IV throat cancer diagnosis, which he announced to the public on Late Show with David Letterman.
#letterman #david #ride #late
25 days ago
Ex-Prince Andrew reportedly does not have that much of a miserable life while in exile. The former Duke of York lost all his royal ******* les after the news of his scandalous past in relation to the Jeffrey Epstein case. The former Prince also had to leave his long-time residence, the Royal Lodge, within Windsor Great Park, and move to the Sandringham Estate in Norfolk. The new report came amid news about Andrew Mountbatten-Windsor challenging the British police warrants used to search two of his properties.
Ex-Prince Andrew has reportedly been "having a very nice time" while in exile in the middle of his ongoing scandal. As reported by The Royal Observer, a source made this claim about the former Duke of York to The Times.
The former Prince has been staying at the Marsh Farm on the Sandringham Estate in Norfolk after he had to leave his long-time residence, the Royal Lodge. According to the report, while moving away from a mansion with thirty rooms to a house with five bedrooms might appear to be a big loss, Andrew Mountbatten-Windsor has not completely lost his "charmed lifestyle."
Furthermore, per the news outlet, the insider told The Times that Ex-Prince Andrew "goes out, he goes off shooting with friends, he sees his old chums who are very loyal to him." According to the insider, the former Duke of York had not been "sitting around feeling sorry for himself any more." In the meantime, the former Prince's recent decision to take legal action against Thames Valley Police has caused quite the buzz among royal watchers.
Meanwhile, the publication further reported that the source also said to The Times that "There appears to have been a 'something must be done' moment where his lawyers, to appease him, will have said 'Don't worry, sir, we will handle it.'" This legal move came after the former Duke of York's arrest in February on suspicion of misconduct in public office.
#prince #times
Ex-Prince Andrew has reportedly been "having a very nice time" while in exile in the middle of his ongoing scandal. As reported by The Royal Observer, a source made this claim about the former Duke of York to The Times.
The former Prince has been staying at the Marsh Farm on the Sandringham Estate in Norfolk after he had to leave his long-time residence, the Royal Lodge. According to the report, while moving away from a mansion with thirty rooms to a house with five bedrooms might appear to be a big loss, Andrew Mountbatten-Windsor has not completely lost his "charmed lifestyle."
Furthermore, per the news outlet, the insider told The Times that Ex-Prince Andrew "goes out, he goes off shooting with friends, he sees his old chums who are very loyal to him." According to the insider, the former Duke of York had not been "sitting around feeling sorry for himself any more." In the meantime, the former Prince's recent decision to take legal action against Thames Valley Police has caused quite the buzz among royal watchers.
Meanwhile, the publication further reported that the source also said to The Times that "There appears to have been a 'something must be done' moment where his lawyers, to appease him, will have said 'Don't worry, sir, we will handle it.'" This legal move came after the former Duke of York's arrest in February on suspicion of misconduct in public office.
#prince #times
25 days ago
Realty Income (O) sits near its 52-week low of $53, but UBS ***** yst Brent Dilts sees 39% upside to his $74 Buy target.
Net-lease peers NNN REIT and Agree Realty also fell double digits as the 10-year Treasury yield surged toward 5.3%, its one-year high.
A 6% forward yield and 674 consecutive monthly dividends offer income stability, but a recovery toward $74 depends entirely on rates turning.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Realty Income made the cut. Enter your email to see the other nine names and why O earned its spot. The report is free. Enter your email and see the full list.
Realty Income (NYSE:O) trades at $53.35. Wall Street's average price target is $66.39, which puts the stock about 24.4% below where ***** ysts think it belongs.
#income #yield #toward
Net-lease peers NNN REIT and Agree Realty also fell double digits as the 10-year Treasury yield surged toward 5.3%, its one-year high.
A 6% forward yield and 674 consecutive monthly dividends offer income stability, but a recovery toward $74 depends entirely on rates turning.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Realty Income made the cut. Enter your email to see the other nine names and why O earned its spot. The report is free. Enter your email and see the full list.
Realty Income (NYSE:O) trades at $53.35. Wall Street's average price target is $66.39, which puts the stock about 24.4% below where ***** ysts think it belongs.
#income #yield #toward
25 days ago
Selling appreciated stock and donating cash still leaves the full capital gain in Medicare's MAGI, potentially triggering IRMAA surcharges two years later.
A couple adding a $90,000 gain to $200,000 in normal income can face $5,770 in extra annual Medicare premiums, even after donating every dollar to charity.
Donating appreciated shares held over a year directly to charity keeps the gain out of MAGI entirely, avoiding IRMAA; those over 70.5 can also use a QCD up to $111,000.
Building a portfolio and living off one are two completely different skills, and almost ***** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
A 72-year-old retiree has held Berkshire Hathaway (NYSE:BRK-B) shares for decades. This fall he sells $100,000 worth of stock he bought for $10,000, then writes a check for the full amount to his church's building fund. He ***** umes the gift wipes out the income Medicare sees. For his income tax bill, the gift helps. For Medicare, the $90,000 gain stays on his return, and it will raise his premiums two years from now.
#medicare #magi #Stock
A couple adding a $90,000 gain to $200,000 in normal income can face $5,770 in extra annual Medicare premiums, even after donating every dollar to charity.
Donating appreciated shares held over a year directly to charity keeps the gain out of MAGI entirely, avoiding IRMAA; those over 70.5 can also use a QCD up to $111,000.
Building a portfolio and living off one are two completely different skills, and almost ***** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
A 72-year-old retiree has held Berkshire Hathaway (NYSE:BRK-B) shares for decades. This fall he sells $100,000 worth of stock he bought for $10,000, then writes a check for the full amount to his church's building fund. He ***** umes the gift wipes out the income Medicare sees. For his income tax bill, the gift helps. For Medicare, the $90,000 gain stays on his return, and it will raise his premiums two years from now.
#medicare #magi #Stock
25 days ago
Michael Douglas has written a new memoir, One ****** uva Ride, on bookshelves now
In an interview with The Sunday Times, Douglas said that his wife Catherine Zeta-Jones hadn't yet read the book
Douglas and Zeta-Jones have been married since 2000 and share two kids
Though Michael Douglas bares all in his new memoir, Catherine Zeta-Jones has yet to crack it open.
One ****** uva Ride (on bookshelves now) sees the actor-producer pulling back the curtain on everything from his New York City upbringing as the son of Kirk Douglas and Diana Dill to his love affairs with the likes of Kathleen Turner and Jeanne Tripplehorn.
#catherine
In an interview with The Sunday Times, Douglas said that his wife Catherine Zeta-Jones hadn't yet read the book
Douglas and Zeta-Jones have been married since 2000 and share two kids
Though Michael Douglas bares all in his new memoir, Catherine Zeta-Jones has yet to crack it open.
One ****** uva Ride (on bookshelves now) sees the actor-producer pulling back the curtain on everything from his New York City upbringing as the son of Kirk Douglas and Diana Dill to his love affairs with the likes of Kathleen Turner and Jeanne Tripplehorn.
#catherine
25 days ago
Matthew Lillard answered, "No. Not really," when asked whether he feels valued by Hollywood as an artist. The 56-year-old was speaking with Tommy DiDario on the Oct. 6 episode of I've Never Said This Before.
In an excerpt shared exclusively with PEOPLE, the Scream and Scooby-Doo actor said colleagues who have worked with him recognize what he brings to a production. He described trying to keep the atmosphere on set light while remaining dedicated to the work.
At conventions, he sees older and younger admirers waiting in long lines to meet him. He believes Hollywood underestimates that audience and said he takes pride in the connection he has built with fans.
Lillard emphasized that he is grateful to be approaching 40 years in the business. He said his frustrations were harder to live with when he was younger, when he was more impatient for a chance to move up.
Lillard described himself as quirky, gangly and energetic, capable of broad comedy and serious dramatic work. He said casting decision-makers are more comfortable with performers who fit a recognizable movie-star image, while his combination of qualities has made him harder to place.
#lillard
In an excerpt shared exclusively with PEOPLE, the Scream and Scooby-Doo actor said colleagues who have worked with him recognize what he brings to a production. He described trying to keep the atmosphere on set light while remaining dedicated to the work.
At conventions, he sees older and younger admirers waiting in long lines to meet him. He believes Hollywood underestimates that audience and said he takes pride in the connection he has built with fans.
Lillard emphasized that he is grateful to be approaching 40 years in the business. He said his frustrations were harder to live with when he was younger, when he was more impatient for a chance to move up.
Lillard described himself as quirky, gangly and energetic, capable of broad comedy and serious dramatic work. He said casting decision-makers are more comfortable with performers who fit a recognizable movie-star image, while his combination of qualities has made him harder to place.
#lillard
26 days ago
A joke about an old romance has put Kim Kardashian and Pete Davidson back in the headlines. The comedian is looking back on it with humor, while she, according to a source, is still sensitive about the subject. The source also says she has taken a firm stance on how she deals with Davidson, and it is not a "chapter of her life she's willing to discuss."
Pete Davidson, 32, recently spoke about his past with Kim Kardashian, calling himself "one of the survivors — the few and the proud." He went on to add, "We're like the Marines." The comedian also maintained that he still has "a lot of love" for the Skims founder, 45. Davidson also added that Kardashian respected his privacy, but the constant cameras were still too much for him. "I knew what I was getting into," he said.
Following his remarks on their brief relationship, a source close to Kardashian spoke to In Touch. The source said Kim remains "hyper sensitive" about Davidson. She has reportedly told people she won't discuss that chapter of her life and "would prefer if they didn't bring it up." The source drew a contrast with her marriage to Kanye West. Leaving West brought relief and freedom, the source said. Davidson ending their relationship, by comparison, brought "rejection and devastation."
According to the source, Davidson knows he hurt Kardashian and feels terrible about it. The source also claimed he is "genuinely happy" that she has moved on with someone else. He would nonetheless "love to build a friendship" with his ex, the source said. Kardashian, however, sees things differently. The source said she has chosen to "draw a firm line under the past" and has essentially banished Pete Davidson from her personal universe. "She wishes him the best," adds the source, "but doesn't need his apologies or friendship."
The source also described how deeply the breakup affected her. It reportedly "crushed her ego" and took a long time to process. The 45-year-old was said to be "madly in love" and convinced they had a future, even if the relationship was short.
#davidson #pete #relationship
Pete Davidson, 32, recently spoke about his past with Kim Kardashian, calling himself "one of the survivors — the few and the proud." He went on to add, "We're like the Marines." The comedian also maintained that he still has "a lot of love" for the Skims founder, 45. Davidson also added that Kardashian respected his privacy, but the constant cameras were still too much for him. "I knew what I was getting into," he said.
Following his remarks on their brief relationship, a source close to Kardashian spoke to In Touch. The source said Kim remains "hyper sensitive" about Davidson. She has reportedly told people she won't discuss that chapter of her life and "would prefer if they didn't bring it up." The source drew a contrast with her marriage to Kanye West. Leaving West brought relief and freedom, the source said. Davidson ending their relationship, by comparison, brought "rejection and devastation."
According to the source, Davidson knows he hurt Kardashian and feels terrible about it. The source also claimed he is "genuinely happy" that she has moved on with someone else. He would nonetheless "love to build a friendship" with his ex, the source said. Kardashian, however, sees things differently. The source said she has chosen to "draw a firm line under the past" and has essentially banished Pete Davidson from her personal universe. "She wishes him the best," adds the source, "but doesn't need his apologies or friendship."
The source also described how deeply the breakup affected her. It reportedly "crushed her ego" and took a long time to process. The 45-year-old was said to be "madly in love" and convinced they had a future, even if the relationship was short.
#davidson #pete #relationship
26 days ago
Prince Harry has reportedly expressed worry about Prince William's plans for Princess Diana. For context, the Duke of Sussex might make a documentary for his mother's 30th death anniversary. Now, as per a source, William has his own plans to pay tribute to the late royal, which hasn't sat well with Harry.
According to RadarOnline, Prince Harry is not happy about Prince William's plans for Princess Diana's 30th death anniversary. The Prince of Wales is reportedly considering posthumously regaining his mother's HRH style. Diana lost her Her Royal Highness style after her divorce from King Charles in 1996.
Amid this, a royal source stated that the Duke of Sussex "is raging because he feels William potentially has a card available to him that he simply cannot play." They continued, "Harry can make a documentary, give interviews and celebrate Diana's humanitarian legacy, but William is the heir to the throne and has a completely different kind of influence within the monarchy."
The source added, "If William can ultimately help restore something that was taken away from their mother, Harry sees that as an incredibly tangible gesture." The insider further noted, "A television program comes and goes, whereas putting HRH Diana back into the historical record would endure." Thus, the Duke allegedly feels this would make "anything he produces look secondary."
This is what annoys Harry, and he doesn't wish remembering his mother "to become some competition between brothers." However, the Duke "also doesn't want to feel that William has outclassed and outdone him with the one tribute Harry could never deliver himself."
#royal #plans #source
According to RadarOnline, Prince Harry is not happy about Prince William's plans for Princess Diana's 30th death anniversary. The Prince of Wales is reportedly considering posthumously regaining his mother's HRH style. Diana lost her Her Royal Highness style after her divorce from King Charles in 1996.
Amid this, a royal source stated that the Duke of Sussex "is raging because he feels William potentially has a card available to him that he simply cannot play." They continued, "Harry can make a documentary, give interviews and celebrate Diana's humanitarian legacy, but William is the heir to the throne and has a completely different kind of influence within the monarchy."
The source added, "If William can ultimately help restore something that was taken away from their mother, Harry sees that as an incredibly tangible gesture." The insider further noted, "A television program comes and goes, whereas putting HRH Diana back into the historical record would endure." Thus, the Duke allegedly feels this would make "anything he produces look secondary."
This is what annoys Harry, and he doesn't wish remembering his mother "to become some competition between brothers." However, the Duke "also doesn't want to feel that William has outclassed and outdone him with the one tribute Harry could never deliver himself."
#royal #plans #source
26 days ago
McDonald's is facing a federal lawsuit that alleges its AI-enhanced pricing tool violates antitrust laws because it shares nonpublic data with franchisees who might be competing in the same market.
The lawsuit, which was filed Friday in Illinois, said McDonald's pricing tool uses artificial intelligence to collect data that competing franchises wouldn't normally share, like store-level sales. The Chicago-based burger giant has said it makes the tool available to U.S. franchisees to help them set prices at their individual restaurants.
The lawsuit also blames the pricing system for raising McDonald's U.S. prices.
"McDonald's has built and for years deployed its own information-sharing pricing platform, which draws on data from its millions of daily transactions to set menu prices across thousands of U.S. restaurants," the lawsuit states. "The result is algorithmic price-fixing aimed at customers who are already stretched thin."
McDonald's said Tuesday that the lawsuit is "filled with inaccuracies" and it would vigorously defend itself.
#restaurants
The lawsuit, which was filed Friday in Illinois, said McDonald's pricing tool uses artificial intelligence to collect data that competing franchises wouldn't normally share, like store-level sales. The Chicago-based burger giant has said it makes the tool available to U.S. franchisees to help them set prices at their individual restaurants.
The lawsuit also blames the pricing system for raising McDonald's U.S. prices.
"McDonald's has built and for years deployed its own information-sharing pricing platform, which draws on data from its millions of daily transactions to set menu prices across thousands of U.S. restaurants," the lawsuit states. "The result is algorithmic price-fixing aimed at customers who are already stretched thin."
McDonald's said Tuesday that the lawsuit is "filled with inaccuracies" and it would vigorously defend itself.
#restaurants
26 days ago
Fast food giant Wendy's faced a fresh wave of permanent store closures on Friday for the second weekend in a row as one of its biggest franchisees scrambled to restructure operations in the aftermath of a Chapter 11 bankruptcy filing.
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Panda Express's founders built a $7 billion empire. Now they're helping 55,000 employees become homeowners
#fast #closures #Friday
Most Read from Fast Company
Emotionally intelligent people use 3 short phrases to stop getting defensive and strengthen their relationships
Wendy's is facing more store closures: See an updated list of shuttered locations from franchise bankruptcy
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#fast #closures #Friday
27 days ago
EPD yields 6.19% and ET yields 6.64%, turning a $100,000 equal split into $6,413 in annual passive income.
Energy Transfer cut its distribution 50% in 2020, while Enterprise has grown its payout for 27 consecutive years without a cut.
Energy Transfer is supplying roughly 900 MMcf/d to Oracle-run data centers, making AI power demand a key growth driver.
Building a portfolio and living off one are two completely different skills, and almost ****** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Energy pays some of the highest yields in the market, and it carries a risk most income sectors avoid: commodity prices. When crude falls, an integrated major can lean on its refining business. A pure producer sees its cash flow rise and fall with oil and gas prices. A midstream operator collects fees on the volumes moving through its pipelines, plants and export docks, so its cash flow holds up better in a downturn.
#energy #income #yields
Energy Transfer cut its distribution 50% in 2020, while Enterprise has grown its payout for 27 consecutive years without a cut.
Energy Transfer is supplying roughly 900 MMcf/d to Oracle-run data centers, making AI power demand a key growth driver.
Building a portfolio and living off one are two completely different skills, and almost ****** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Energy pays some of the highest yields in the market, and it carries a risk most income sectors avoid: commodity prices. When crude falls, an integrated major can lean on its refining business. A pure producer sees its cash flow rise and fall with oil and gas prices. A midstream operator collects fees on the volumes moving through its pipelines, plants and export docks, so its cash flow holds up better in a downturn.
#energy #income #yields
27 days ago
A recent candid photo of Meghan Markle and Prince Harry going on a lunch date has sparked fresh debate online. The images show the couple holding hands in the Cotswolds, and while most saw a normal couple spending time together, one commentator sees something else in them. He questions how the pictures came about and what they might signal about the Sussexes.
Commentator Link Lauren shared his views in a video clip posted on X where he spoke about the couple's "romantic pub date" and their "first photos together since UK return." Lauren questioned how the photos were taken. "You want me to believe that a photographer just happened to catch you on a little date night in the Cotswolds?" he asked. He said Meghan Markle "allegedly" arranges such moments and also remarked that her face looked "a little bit facetuned."
He then offered his own theory. In his view, the couple licensed the pictures to an agency. "That's what I believe," he said. The commentator also looked at the photographer's website. He said it invites visitors to "earn money" by sending in celebrity photos, videos, and tips. He went on to suggest that Meghan may have even worked with the photographer.
The source noted his interpretation of the strain between the couple. Lauren pointed to Prince Harry's schedule, saying that the Duke of Sussex has appeared at several charity events without Meghan in recent times. "It's pretty much known across the UK at this point in aristocratic circles and the press. They are conscious uncoupling," he claimed.
As a result, Lauren argued that the hand-holding photos were a response to this. Meghan, he said, wanted to be seen "staking her claim" over her husband. Lauren also pointed to the couple's reported plans to split time between the UK and the US. He said that this arrangement made the public display of unity more notable.
#photos #date #prince
Commentator Link Lauren shared his views in a video clip posted on X where he spoke about the couple's "romantic pub date" and their "first photos together since UK return." Lauren questioned how the photos were taken. "You want me to believe that a photographer just happened to catch you on a little date night in the Cotswolds?" he asked. He said Meghan Markle "allegedly" arranges such moments and also remarked that her face looked "a little bit facetuned."
He then offered his own theory. In his view, the couple licensed the pictures to an agency. "That's what I believe," he said. The commentator also looked at the photographer's website. He said it invites visitors to "earn money" by sending in celebrity photos, videos, and tips. He went on to suggest that Meghan may have even worked with the photographer.
The source noted his interpretation of the strain between the couple. Lauren pointed to Prince Harry's schedule, saying that the Duke of Sussex has appeared at several charity events without Meghan in recent times. "It's pretty much known across the UK at this point in aristocratic circles and the press. They are conscious uncoupling," he claimed.
As a result, Lauren argued that the hand-holding photos were a response to this. Meghan, he said, wanted to be seen "staking her claim" over her husband. Lauren also pointed to the couple's reported plans to split time between the UK and the US. He said that this arrangement made the public display of unity more notable.
#photos #date #prince
27 days ago
Any semblance of sizzle has been pounded out of McDonald's (MCD) stock.
Shares of the high-calorie fast food seller dropped below $230 for the first time in more than four years on Monday.
Today's move is being driven by a relatively bearish note from Guggenheim ******* yst Gregory Francfort.
"It seems difficult to get positive on shares now without better evidence of a catalyst path over the next 12 months," Francfort said. "1Q27 comparisons do seem to get a lot easier than the Street models, which could be a catalyst, but we would like to see fundamental reasons that MCD's franchisees are buying into entry level value menu efforts or ops improvements than can drive traffic."
Francfort maintained a Neutral rating on McDonald's stock.
#guggenheim
Shares of the high-calorie fast food seller dropped below $230 for the first time in more than four years on Monday.
Today's move is being driven by a relatively bearish note from Guggenheim ******* yst Gregory Francfort.
"It seems difficult to get positive on shares now without better evidence of a catalyst path over the next 12 months," Francfort said. "1Q27 comparisons do seem to get a lot easier than the Street models, which could be a catalyst, but we would like to see fundamental reasons that MCD's franchisees are buying into entry level value menu efforts or ops improvements than can drive traffic."
Francfort maintained a Neutral rating on McDonald's stock.
#guggenheim
27 days ago
Burry is mitigating near-term tax selling in underperforming holdings.
The investor foresees an early end to the artificial intelligence boom, positioning for a 2000–2003 style value equity revival.
Significant capital is being directed into discounted Chinese equities like BYD, while maintaining a cautious stance on Alibaba amidst its infrastructure spending.
Renowned value investor Michael Burry outlined his fourth-quarter portfolio maneuvers in an update on his Cassandra Unchained Substack platform on Monday, revealing how he is positioning around tax-loss harvesting headwinds while building long-term exposure to deeply discounted sectors.
Burry noted that the final quarter routinely brings heightened selling pressure on underperforming equities as investors sell underperforming ***** ets at a loss to offset capital gains.
#burry #positioning #capital #equities
The investor foresees an early end to the artificial intelligence boom, positioning for a 2000–2003 style value equity revival.
Significant capital is being directed into discounted Chinese equities like BYD, while maintaining a cautious stance on Alibaba amidst its infrastructure spending.
Renowned value investor Michael Burry outlined his fourth-quarter portfolio maneuvers in an update on his Cassandra Unchained Substack platform on Monday, revealing how he is positioning around tax-loss harvesting headwinds while building long-term exposure to deeply discounted sectors.
Burry noted that the final quarter routinely brings heightened selling pressure on underperforming equities as investors sell underperforming ***** ets at a loss to offset capital gains.
#burry #positioning #capital #equities
27 days ago
OpenAI CEO Sam Altman admits "something's clearly not working" with the artificial intelligence money that has flooded the midterm elections — and he doesn't expect President Donald Trump's rebrand of the technology to improve his industry's image with the American public, either.
"I get why AI has a really negative perception right now," Altman told Brendan Bordelon in an exclusive interview marking the launch of Decoded by POLITICO. "I don't think spending money on politics is what's going to make people feel better about it. The industry needs to figure out a way to address what the actual concerns are, and right now, a lot of people in the industry are being quite tone deaf."
In the wide-ranging conversation, Altman offered a window into how OpenAI is confronting new political pressures and intensified competition with Anthropic, its corporate archrival run by former employee Dario Amodei.
Altman says OpenAI is more tolerant than Anthropic of less-than-catastrophic harms from AI, drawing out what he sees as a fundamental split in worldview between the two leading labs even as they converge on tougher rules in the wake of high-profile autonomous hacking incidents.
"We believe that the world should accept some bad things happening for the benefits of this technology and people having the agency," said Altman, who characterized those harms as linked to "the lighter touch regulatory stance that we advocate for."
#openai #money #president
"I get why AI has a really negative perception right now," Altman told Brendan Bordelon in an exclusive interview marking the launch of Decoded by POLITICO. "I don't think spending money on politics is what's going to make people feel better about it. The industry needs to figure out a way to address what the actual concerns are, and right now, a lot of people in the industry are being quite tone deaf."
In the wide-ranging conversation, Altman offered a window into how OpenAI is confronting new political pressures and intensified competition with Anthropic, its corporate archrival run by former employee Dario Amodei.
Altman says OpenAI is more tolerant than Anthropic of less-than-catastrophic harms from AI, drawing out what he sees as a fundamental split in worldview between the two leading labs even as they converge on tougher rules in the wake of high-profile autonomous hacking incidents.
"We believe that the world should accept some bad things happening for the benefits of this technology and people having the agency," said Altman, who characterized those harms as linked to "the lighter touch regulatory stance that we advocate for."
#openai #money #president
27 days ago
Megyn Kelly is calling out what she sees as a lack of due process when it comes to Cornell's Chi Phi fraternity brothers amid their Jane Doe gang rape investigation.
On Monday's episode of "The Megyn Kelly Show," the host suggested the public has already made up its mind regarding the seven men named after a former student filed a civil suit claiming she was drugged, ******* aulted and gang-raped by them in 2024.
"These young men have had their names plastered all over every major newscast in America for a week now," Kelly said. "The mob has decided they're guilty and ought to be put to death, which is literally what we are hearing in several circles online without a trial, without a due process chance to defend themselves. Not in a kangaroo court on a college campus, which is a joke, but in an actual court, either civil or now it's looking more and more likely criminal."
She added: "This is deeply immoral. There are two sides to every story. You don't know, and I don't know what happened inside of Cornell that night. We know that there's been a story told by Jane Doe. We know that from her own story, the DA – a Democrat – said there's no case here… And we know it took her two years to file a civil suit… Now her lawyers are all over the television, ripping on the DA."
Kelly is not the only news personality to question the due process of the case. "The View" co-host Sunny Hostin also spoke out wondering if the men's names should not be going up across a number of news networks.
#civil #jane
On Monday's episode of "The Megyn Kelly Show," the host suggested the public has already made up its mind regarding the seven men named after a former student filed a civil suit claiming she was drugged, ******* aulted and gang-raped by them in 2024.
"These young men have had their names plastered all over every major newscast in America for a week now," Kelly said. "The mob has decided they're guilty and ought to be put to death, which is literally what we are hearing in several circles online without a trial, without a due process chance to defend themselves. Not in a kangaroo court on a college campus, which is a joke, but in an actual court, either civil or now it's looking more and more likely criminal."
She added: "This is deeply immoral. There are two sides to every story. You don't know, and I don't know what happened inside of Cornell that night. We know that there's been a story told by Jane Doe. We know that from her own story, the DA – a Democrat – said there's no case here… And we know it took her two years to file a civil suit… Now her lawyers are all over the television, ripping on the DA."
Kelly is not the only news personality to question the due process of the case. "The View" co-host Sunny Hostin also spoke out wondering if the men's names should not be going up across a number of news networks.
#civil #jane
27 days ago
Anson Williams has a very important message for baby boomers.
The 77-year-old Happy Days star posted a shirtless bathroom mirror selfie to Instagram on Oct. 3. He is seen smiling and flexing one arm in the photo.
He captioned the post, "My yearly reminder to every Boomer: NEVER let anyone diminish us because of our age."
"I'm 77. More creative, healthier, busier, more curious — and more alive than I was at 40," the actor wrote. "Why? A partner who sees the best in me. Good lovin.'"
Photo credit: OConnor / AFF-USA.com / MEGA
#happy #mega
The 77-year-old Happy Days star posted a shirtless bathroom mirror selfie to Instagram on Oct. 3. He is seen smiling and flexing one arm in the photo.
He captioned the post, "My yearly reminder to every Boomer: NEVER let anyone diminish us because of our age."
"I'm 77. More creative, healthier, busier, more curious — and more alive than I was at 40," the actor wrote. "Why? A partner who sees the best in me. Good lovin.'"
Photo credit: OConnor / AFF-USA.com / MEGA
#happy #mega
28 days ago
President Trump on Sunday named Director of National Intelligence Jay Clayton as his new "AI czar," adding a different category of intelligence, the "artificial" kind, to the U.S. spy chief's portfolio.
In a post on Truth Social, Trump said Clayton will lead a newly formed "Super Intelligence Force" alongside Federal Trade Commission Chair Andrew Ferguson, Under Secretary of Defense for Research and Engineering Emil Michael and Office of Personnel Management Director Scott Kupor. The group will report directly to Trump and White House chief of staff Susie Wiles.
Its goal, Trump wrote, is "to ensure that America continues to lead the World in Super Intelligence, which many say is bigger than the Industrial Revolution, and the Internet, and will protect the interests, and improve the lives, of all Americans."
Clayton will keep his job as DNI, which oversees the nation's 18 intelligence agencies.
Trump's announcement follows meeting last Tuesday at the White House where top AI executives signed what he called a "morally binding" agreement to police themselves in order to prevent their increasingly powerful models from going rogue and harming humanity.
#super #white #president
In a post on Truth Social, Trump said Clayton will lead a newly formed "Super Intelligence Force" alongside Federal Trade Commission Chair Andrew Ferguson, Under Secretary of Defense for Research and Engineering Emil Michael and Office of Personnel Management Director Scott Kupor. The group will report directly to Trump and White House chief of staff Susie Wiles.
Its goal, Trump wrote, is "to ensure that America continues to lead the World in Super Intelligence, which many say is bigger than the Industrial Revolution, and the Internet, and will protect the interests, and improve the lives, of all Americans."
Clayton will keep his job as DNI, which oversees the nation's 18 intelligence agencies.
Trump's announcement follows meeting last Tuesday at the White House where top AI executives signed what he called a "morally binding" agreement to police themselves in order to prevent their increasingly powerful models from going rogue and harming humanity.
#super #white #president
30 days ago
Emma Heming Willis is making Bruce Willis the center of her message during World FTD Awareness Week, using a new tribute to explain why his frontotemporal dementia diagnosis continues to drive the advocacy work she has built around families facing the disease.
Emma shared a new photograph of the 71-year-old actor alongside a message describing him as the reason she continues pushing for greater awareness, research and support. "He is the driving force behind my advocacy," she wrote, according to PEOPLE.
She also made clear that she sees the platform created by Bruce's diagnosis as something she intends to keep using. Emma wrote that she would not let his diagnosis "be in vain" and said the doors his story has opened allow her to help people living with FTD and other dementias, as well as the people caring for them.
In March, Emma launched the Emma & Bruce Willis Fund for Dementia Research and Caregiver Support, turning several years of public advocacy into a grant-making effort focused on awareness, research and practical help for caregivers.
Emma's World FTD Awareness Week post featured Bruce sitting outdoors in a bucket hat and dark sunglasses. She described how his influence is continuing through the advocacy work that grew out of their family's experience.
#willis #advocacy
Emma shared a new photograph of the 71-year-old actor alongside a message describing him as the reason she continues pushing for greater awareness, research and support. "He is the driving force behind my advocacy," she wrote, according to PEOPLE.
She also made clear that she sees the platform created by Bruce's diagnosis as something she intends to keep using. Emma wrote that she would not let his diagnosis "be in vain" and said the doors his story has opened allow her to help people living with FTD and other dementias, as well as the people caring for them.
In March, Emma launched the Emma & Bruce Willis Fund for Dementia Research and Caregiver Support, turning several years of public advocacy into a grant-making effort focused on awareness, research and practical help for caregivers.
Emma's World FTD Awareness Week post featured Bruce sitting outdoors in a bucket hat and dark sunglasses. She described how his influence is continuing through the advocacy work that grew out of their family's experience.
#willis #advocacy
1 month ago
By Waylon Cunningham
NEW YORK, Sept 29 (Reuters) - McDonald's is increasingly using artificial intelligence to guide menu prices across the U.S. and some global markets, a plan that aims to boost headquarters' profit but risks alienating customers and attracting antitrust scrutiny.
One pricing factor supercharged by AI: an estimate of how much each store's patrons are willing to pay.
The details of how that pricing system works, its extensive use of AI, the company's regulatory concerns and the tensions with its franchisees haven't been previously reported. For this story, Reuters reviewed screenshots of the company pricing engine taken in August and interviewed nine sources with first-hand knowledge of the burger chain's strategy.
McDonald's pricing engine uses machine-learning algorithms to continually ****** yze data from millions of daily transactions across McDonald's nearly 14,000 restaurants and generate what the company calls "the optimal price" at each location for each menu item, from Big Macs to discounted coffee for seniors.
#pricing #company #engine #cunningham
NEW YORK, Sept 29 (Reuters) - McDonald's is increasingly using artificial intelligence to guide menu prices across the U.S. and some global markets, a plan that aims to boost headquarters' profit but risks alienating customers and attracting antitrust scrutiny.
One pricing factor supercharged by AI: an estimate of how much each store's patrons are willing to pay.
The details of how that pricing system works, its extensive use of AI, the company's regulatory concerns and the tensions with its franchisees haven't been previously reported. For this story, Reuters reviewed screenshots of the company pricing engine taken in August and interviewed nine sources with first-hand knowledge of the burger chain's strategy.
McDonald's pricing engine uses machine-learning algorithms to continually ****** yze data from millions of daily transactions across McDonald's nearly 14,000 restaurants and generate what the company calls "the optimal price" at each location for each menu item, from Big Macs to discounted coffee for seniors.
#pricing #company #engine #cunningham
1 month ago
On September 9, 2026, Jersey Mike's Subs Inc. (NYSE:JMKE) reported its first quarterly results as a public company, with total revenue up 10% year over year to $208 million and same-store sales accelerating to 2.3% growth from 1.7% in the prior quarter. It was primarily driven by transaction growth even as the restaurant industry faced weak traffic trends. Net income fell to $37 million from $59 million a year earlier. It showed non-routine expenses, advertising fund timing, and higher interest costs following the company's July initial public offering, partially offset by a $14 million gain on the sale of corporate-owned stores.
Jersey Mike's Subs Inc. (NYSE:JMKE) is gaining customers while its brand remains a major competitive advantage. The firm added 83 stores in the second quarter. It grew its customer base and increased systemwide sales 10% to $1.21 billion. Jersey Mike's also earned the No. 1 ranking among U.S. quick-service restaurant brands in the 2026 American Customer Satisfaction Index, surpassing Chick-fil-A after 11 consecutive years at the top. It gives the newly public company a strong foundation for continued customer and franchisee growth.
The business has substantial whitespace for long-term unit growth. Jersey Mike's ended the quarter with 3,378 locations and maintains a domestic development pipeline of more than 1,600 stores, with more than 90% of that pipeline coming from existing franchisees. Management estimates that the U.S. market could eventually support roughly 7,500 locations and sees potential to reach approximately 15,000 stores globally. It gives the business a long runway for franchise-led revenue and royalty growth.
Digital engagement and transaction growth give Jersey Mike's more avenues to increase sales. Digital sales represented 43% of systemwide sales in the second quarter, up from 41% a year earlier. Same-store sales increased 2.3% mainly because customers placed more transactions. Jersey Mike's also had more than 12.5 million active MyMike's loyalty members in 2025. It provides the company with a large customer database that it can use to increase frequency and personalize marketing as it expands.
Jersey Mike's Subs Inc. (NYSE:JMKE) still faces a significant profitability challenge despite its revenue growth. Second-quarter revenue jumped 10% to $208 million. However, net income fell 37% to $37 million from $59 million a year earlier. Management attributed part of the decline to advertising-fund timing and higher interest expense. It shows that revenue growth has not yet translated into comparable bottom-line growth for shareholders.
#million #customer
Jersey Mike's Subs Inc. (NYSE:JMKE) is gaining customers while its brand remains a major competitive advantage. The firm added 83 stores in the second quarter. It grew its customer base and increased systemwide sales 10% to $1.21 billion. Jersey Mike's also earned the No. 1 ranking among U.S. quick-service restaurant brands in the 2026 American Customer Satisfaction Index, surpassing Chick-fil-A after 11 consecutive years at the top. It gives the newly public company a strong foundation for continued customer and franchisee growth.
The business has substantial whitespace for long-term unit growth. Jersey Mike's ended the quarter with 3,378 locations and maintains a domestic development pipeline of more than 1,600 stores, with more than 90% of that pipeline coming from existing franchisees. Management estimates that the U.S. market could eventually support roughly 7,500 locations and sees potential to reach approximately 15,000 stores globally. It gives the business a long runway for franchise-led revenue and royalty growth.
Digital engagement and transaction growth give Jersey Mike's more avenues to increase sales. Digital sales represented 43% of systemwide sales in the second quarter, up from 41% a year earlier. Same-store sales increased 2.3% mainly because customers placed more transactions. Jersey Mike's also had more than 12.5 million active MyMike's loyalty members in 2025. It provides the company with a large customer database that it can use to increase frequency and personalize marketing as it expands.
Jersey Mike's Subs Inc. (NYSE:JMKE) still faces a significant profitability challenge despite its revenue growth. Second-quarter revenue jumped 10% to $208 million. However, net income fell 37% to $37 million from $59 million a year earlier. Management attributed part of the decline to advertising-fund timing and higher interest expense. It shows that revenue growth has not yet translated into comparable bottom-line growth for shareholders.
#million #customer
1 month ago
(Bloomberg) -- Barely six weeks out from the midterm elections, housing costs that many Americans have long said are too high are looking even more out of reach.
Most Read from Bloomberg
Saudis Give European Oil Buyers No Supplies for Next Month
Zuckerberg Has an AI Empire to Build. Meet the Adviser Who Handles the Details
Blackstone Sees India Nearing Tipping Point for Foreign Capital
#buyers
Most Read from Bloomberg
Saudis Give European Oil Buyers No Supplies for Next Month
Zuckerberg Has an AI Empire to Build. Meet the Adviser Who Handles the Details
Blackstone Sees India Nearing Tipping Point for Foreign Capital
#buyers
1 month ago
Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026. The outperformance has been driven by an unusually sharp surge in global refining margins amid the war in the Middle East, which has significantly tightened the world's refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
Given Phillips 66's substantial outperformance compared to the wider market, investors may be questioning whether the stock's record-setting run has reached its peak. However, the ****** ysts over at BMO Capital see further upside ahead. On September 17, the firm raised its price target on PSX from $260 to $310, while maintaining an 'Outperform' rating on the shares. The target boost implies an upside of 13% from the current levels and even exceeds the stock's all-time high of over $274 achieved earlier this month.
BMO Capital highlighted Phillips 66's integrated business model, noting that it has gained momentum and outperformed its individual segments, supported by strong execution across the portfolio. While Refining and Renewables remain the cyclical leaders, BMO also sees a favorable medium-term growth outlook for the company's Midstream business.
BMO Capital's vote of confidence comes amid a broader optimism surrounding Phillips 66, with ****** ysts from Morgan Stanley, Raymon James, UBS, and several others also improving their respective outlooks on PSX. This suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, particularly following the renewed escalations between Iran and the United States.
The supply disruptions now extend beyond the troubled region, as a recent wave of Ukrainian attacks on Russian refineries has further reduced global refining capacity and provided further support to margins.
#further #margins #amid
Given Phillips 66's substantial outperformance compared to the wider market, investors may be questioning whether the stock's record-setting run has reached its peak. However, the ****** ysts over at BMO Capital see further upside ahead. On September 17, the firm raised its price target on PSX from $260 to $310, while maintaining an 'Outperform' rating on the shares. The target boost implies an upside of 13% from the current levels and even exceeds the stock's all-time high of over $274 achieved earlier this month.
BMO Capital highlighted Phillips 66's integrated business model, noting that it has gained momentum and outperformed its individual segments, supported by strong execution across the portfolio. While Refining and Renewables remain the cyclical leaders, BMO also sees a favorable medium-term growth outlook for the company's Midstream business.
BMO Capital's vote of confidence comes amid a broader optimism surrounding Phillips 66, with ****** ysts from Morgan Stanley, Raymon James, UBS, and several others also improving their respective outlooks on PSX. This suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, particularly following the renewed escalations between Iran and the United States.
The supply disruptions now extend beyond the troubled region, as a recent wave of Ukrainian attacks on Russian refineries has further reduced global refining capacity and provided further support to margins.
#further #margins #amid
1 month ago
Veteran ******* yst Jim Cramer sees something in Apple's (AAPL) latest launch that is more than a reason for its customers to buy another replacement phone.
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
After visiting Apple's Manhattan store, the CNBC host praised the iPhone 18 but reserved his strongest enthusiasm for the foldable Duo. He plans to buy it as a second phone, a distinction that gives his excitement an intriguing business angle.
Apple shares have already gained around 23.6% this year through September 18, raising the stakes for turning product excitement into sales.
For context, Apple unveiled its iPhone 18 Pro lineup and first foldable iPhone on September 9. The Pro models reached stores on September 18; Duo availability follows on October 23.
For Cramer, the bigger opportunity goes beyond better cameras and battery life. His reaction suggests Apple could give loyal customers a fresh reason to spend, even when their existing phones still work perfectly well.
#reason #phone #veteran
1 month ago
Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world's refining capacity and tightened supplies of gasoline, diesel, and jet fuel.
While there are now investor concerns that the stock may have topped out, Wall Street sees further upside ahead. On September 14, Morgan Stanley ******* yst Joe Laetsch significantly boosted the firm's price target on VLO from $255 to $411, while maintaining an 'Equal Weight' rating on the shares. The revised target implies an upside of almost 4% from the current levels and even exceeds the stock's all-time high of just under $400 per share.
The higher price objective is supported by the possibility that Valero can translate the favorable refining environment into material earnings and cash flows. The company did exactly that in the second quarter, when it posted its highest-ever Q2 profit and topped Wall Street expectations.
It seems like the high-margin environment is here to stay following a fresh wave of attacks between the US and Iran. Even if the attacks stop and a potential peace agreement is achieved, the damaged or idled refineries in the Middle East are likely to take some time to return to full operations, keeping refined-fuel markets relatively tight. Notably, the supply disruptions also extend beyond the troubled region, as a recent series of Ukrainian strikes on Russian refineries has further constrained global refining capacity.
Valero's FCC Unit optimization project at its St. Charles Refinery will allow it to capitalize even further on the high-priced environment. Expected to be completed in the third quarter, the $230 million initiative will help enhance the facility's ability to produce high-value products.
#even #environment #wall #strong
While there are now investor concerns that the stock may have topped out, Wall Street sees further upside ahead. On September 14, Morgan Stanley ******* yst Joe Laetsch significantly boosted the firm's price target on VLO from $255 to $411, while maintaining an 'Equal Weight' rating on the shares. The revised target implies an upside of almost 4% from the current levels and even exceeds the stock's all-time high of just under $400 per share.
The higher price objective is supported by the possibility that Valero can translate the favorable refining environment into material earnings and cash flows. The company did exactly that in the second quarter, when it posted its highest-ever Q2 profit and topped Wall Street expectations.
It seems like the high-margin environment is here to stay following a fresh wave of attacks between the US and Iran. Even if the attacks stop and a potential peace agreement is achieved, the damaged or idled refineries in the Middle East are likely to take some time to return to full operations, keeping refined-fuel markets relatively tight. Notably, the supply disruptions also extend beyond the troubled region, as a recent series of Ukrainian strikes on Russian refineries has further constrained global refining capacity.
Valero's FCC Unit optimization project at its St. Charles Refinery will allow it to capitalize even further on the high-priced environment. Expected to be completed in the third quarter, the $230 million initiative will help enhance the facility's ability to produce high-value products.
#even #environment #wall #strong
1 month ago
Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company's 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator's strategic acquisitions.
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing stable long-term cash flows.
#visibility #target
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing stable long-term cash flows.
#visibility #target
1 month ago
Interested in O'Reilly Automotive, Inc.? Here are five stocks we like better.
Record store expansion: O'Reilly plans to open 232 stores in 2026, its highest annual total, supported by new distribution capacity and growth opportunities across underserved U.S. markets.
International growth: The company expects to open 20–25 stores in Mexico, where it sees potential for more than 1,000 locations over time, and plans to add three to five Canadian stores while developing its platform.
Demand and competitive advantages: Comparable-store sales rose 7% through the second quarter, while O'Reilly highlighted its inventory network, promote-from-within culture, proprietary brands exceeding 55% of sales, and opportunities from an aging and increasingly complex vehicle fleet.
Hitting the Brakes: Is O'Reilly's Stock a Breakdown or a Buy?
#stores #open #Growth #interested
Record store expansion: O'Reilly plans to open 232 stores in 2026, its highest annual total, supported by new distribution capacity and growth opportunities across underserved U.S. markets.
International growth: The company expects to open 20–25 stores in Mexico, where it sees potential for more than 1,000 locations over time, and plans to add three to five Canadian stores while developing its platform.
Demand and competitive advantages: Comparable-store sales rose 7% through the second quarter, while O'Reilly highlighted its inventory network, promote-from-within culture, proprietary brands exceeding 55% of sales, and opportunities from an aging and increasingly complex vehicle fleet.
Hitting the Brakes: Is O'Reilly's Stock a Breakdown or a Buy?
#stores #open #Growth #interested
