Elina Svitolina has announced the end of her five-year marriage to fellow tennis star Gaël Monfils, attributing the decision to the emotional and mental impact of Russia's war in her native Ukraine.
Svitolina, 32, said in a statement posted on both players' Instagram profiles on Monday that she had endured sleepless nights, doubts and a feeling of losing herself, even with Monfils' support, before coming to the conclusion that she could not rediscover herself within their marriage.
"Gaël saw all of it," she wrote. "He never let go of my hand. We fought through this together for a long time, with everything we had. But some battles happen deep inside you, and no amount of love from someone else can win them for you.
"With time, I came to understand that I need to find my way back to myself and that I cannot do that within our marriage."
Svitolina's announcement comes a year after she ended her 2025 season early, saying she was not in the right emotional state to compete following Ukraine's Billie Jean King Cup semifinal defeat by Italy. Since Russia launched its full-scale invasion of Ukraine in February 2022, Svitolina has spoken repeatedly about fearing for family and friends at home while competing overseas.

#herself

Cherry Creek and Valor Christian continue to roll but Mountain Vista looks like a legit contender as well and their early-season loss to Seminole (Fla.), a top-25 team in the state, is their only blemish.
Another jam-packed slate is on deck as teams continue their quests for a state ******* le. Below are the top 25 Colorado high school football teams, according to the Massey Ratings, as of October 18.
The Bruins pulled away in the second half and knocked off Eaglecrest 31-17 in a top-10 matchup. Cherry Creek will host Mullen on Friday
The Eagles shut out Pine Creek 42-0 and look primed for a deep playoff run. They will host Fountain-fort Carson on Friday.
The Golden Eagles won their 7th straight game after beating Arvada West 44-6 in impressive fashion. Mountain Vista will play at Columbine on Thursday.

#teams

Who was the Murfreesboro area TSSAA girls athlete of the week for Oct. 12-18?
You can vote below.
Nominees are:
Claire Morgan, Blackman soccer: Scored all three goals in a 3-0 win over Riverdale in the District 8-AAA semifinals.
Gabby Woods, Central Magnet soccer: Earned district tournament MVP awards in leading the Lady Tigers to the ***** le. She combined for three goals and an ***** ist in the tourney.

#murfreesboro #nominees #morgan #blackman

DETROIT — The Detroit Pistons had an outstanding 2025-26 season, marking their best campaign in nearly 20 years. They won 60 regular-season games and advanced to the Eastern Conference semifinals for the first time since 2008.
The Pistons' success last season prompted a major roster overhaul to improve the team's mediocre offense with better floor ***** ing and 3-point shooting. This led to the departures of Tobias Harris, Caris LeVert, Marcus Sasser and Isaiah Stewart — four players who, in various ways, were crucial to the Pistons' impressive 60-win season.
With coach J.B. Bickerstaff returning for his third season, the Pistons are entering the 2026-27 campaign with lofty expectations. Here's a player-by-player breakdown of the roster.
Cade Cunningham
▶ Age: 25

#player

Five Pensacola area volleyball teams now know their path to the Final Four after brackets were released Oct. 18. District tournaments were supposed to wrap Oct. 16 but wrapped a day later locally after teams got an exception due to damages from Hurricane Isaias
Navarre (6A), Pensacola Catholic (3A) and Jay (Rural) already knew they were in the field by winning their respective district ***** les, while Gulf Breeze (5A) and Booker T. Washington (4A) picked up at-large bids. No local teams qualified for the FHSAA's brand new Open Division, though a couple that did had direct ramifications on Region 1 brackets.
Playoff action will start with regional quarterfinals on Oct. 20 for classes 1A-3A and Oct. 21 for classes 4A-6A. Regional semifinals for all classes will be Oct. 24, followed by regional finals for Rural and 1A-3A on Oct. 27 and 4A-6A on Oct. 28.
All roads lead to Polk State College and the Winter Haven Health Center for the state semifinals and finals, which will take place Nov. 2-7.
Below are the regional brackets featuring Pensacola-area teams and what to know in each classification. District champions are marked with an asterisk (*) and will host a regional quarterfinal unless matched up with a higher-seeded district champion.

#regional #state

In its first exhibition game of the season, Florida State women's basketball set out to prove it could defend, and it did that from the opening tip-off. The Seminoles held the University of Tampa Spartans to five first-quarter points. The Seminoles forced 17 turnovers and rolled to a 72-44 exhibition win at the Donald L. Tucker Civic Center on Sunday, Oct. 18.
"Only allowing five first-quarter points really set the tone for the game," head coach Brooke Wyckoff said in the postgame press conference. "Really showed me where our players' heads were at, and we're in the right place."
With a roster that is a mix of returners, transfers, and freshmen, Wyckoff said the exhibition was a chance to learn about her team against an opponent not wearing garnet and golds.
"We have a lot of new faces, and so being able to just look at different lineups, see who's doing what, see where we need to improve, see what we're doing well." Wyckoff said.
Never miss a beat: Sign up for the FSView Newsletter

#really #five #points #we 're

October 8, 2026 / 5:00 AM EDT / KFF Health News
The U.S. Senate candidates in Texas could hardly be more different: James Talarico, a former seminarian turned Democratic state lawmaker who speaks in calm cadences about love and empathy, and Ken Paxton, the pugnacious Republican state attorney general who speaks about a refusal to compromise.
They share an enemy, though. They dislike social media's effects on children's mental health. Talarico, who did not respond to a request for comment, has endorsed a social media ban for kids under 16, while denouncing "predatory algorithms that divide us on an hourly, daily basis." As a legislator, he co-authored a bill targeting explicit deepfakes — digital imitations of individuals that are often made or manipulated by artificial intelligence and used for harassment on social media.
Paxton has been suing Big Tech, alleging the companies hook youth on their apps or don't restrict sensitive videos from being viewed by kids. "When elected to the U.S. Senate, he will continue his proven record of advancing policies that protect children online, strengthen parental rights, and hold Big Tech accountable when it breaks the law," Paxton campaign spokesperson Madison Cercy said in a statement to KFF Health News.
Youth mental health is in decline. Even as researchers explore what's causing the problem, momentum is gathering among policymakers from both parties to crack down on social media companies. Several major companies are being sued, investigated, and, soon, potentially regulated. That they may be harming kids' mental health is a key reason.

#Social #kids #senate #Tech

Interested in Texas Instruments Incorporated? Here are five stocks we like better.
Texas Instruments, Philip Morris International, and W.P. Carey all recently raised their dividends and offer yields ranging from roughly 2% to nearly 6%.
Although all three stocks show elevated trailing payout ratios, forward-looking estimates using future earnings or AFFO suggest their dividends are sustainable.
Each company's growth drivers differ, with Texas Instruments benefiting from chip demand, Philip Morris from smoke-free products, and W.P. Carey facing pressure from higher interest rates.
Texas Instruments (NASDAQ: TXN), Philip Morris International (NYSE: PM), and W.P. Carey (NYSE: WPC) are key names across semiconductors, tobacco, and real estate with strong dividend yields. These three names not only have yields between 2% and 6% but also just increased their payments. At first glance, their dividend sustainability looks questionable, with all three having elevated payout ratios. However, adjusting for future growth and using the appropriate payout metric shows that their dividends are on solid footing.

#instruments #dividends #yields #international

Options traders price NVDA at 50% odds of hitting $6 trillion by Oct. 30, needing just a 4% gain to roughly $249 a share.
Morgan Stanley restored NVDA as its top chip pick with a $300 target, while TSM's Oct. 15 earnings give the first read on AI foundry demand.
NVDA's revenue surged 106% and net income rose 126% last quarter, yet the stock's 28% year-to-date gain trails the semiconductor sector's 96% return.
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)
No company has ever been worth $6 trillion, yet a CNBC options-pricing ****** ysis put the odds of NVIDIA (NASDAQ:NVDA) reaching that level by the end of October at about 50%. The same pricing gave it about 13% odds of crossing within the week of Oct. 5.

#odds #options #trillion #morgan

Joe Evermore's 7-year-old son climbed El Capitan in Yosemite National Park, making him the youngest person to ever accomplish such a feat
But in posts celebrating the achievement, many in the comments take issue with the risk involved in taking on such a climb with young children
"There's a lot of bullying that goes on online," Joe tells PEOPLE in an interview
Joe Evermore knows not everyone agrees with his parenting style.
He and his wife, Ann, have made a name for themselves online for sharing their family's impressive climbs — including El Capitan in Yosemite National Park, the largest granite cliff in the world, which their 7-year-old son completed in May, making him the youngest person to ever accomplish such a feat. But in posts celebrating the achievement, many in the comments take issue with the risk involved in taking on such a climb with young children.

#capitan

More than two years after Selma Blair posted a comment widely criticized as Islamophobic, for which she later apologized, the actress has revealed the alleged repercussions she experienced in her career and personal life.
The 54-year-old said in a speech on Oct. 1 that she felt "erased" after losing partnerships, legal and career representation and a "best friend" over the February 2024 comment.
The speech took place at the Anti-Defamation League's event at the Jewish Museum in New York City, which celebrated the launch of the organization's State of the Arts: Advancing Jewish Inclusion in Arts, Entertainment and Culture platform.
In the since-deleted message, the "Cruel Intentions" star had issued a call to "deport all these terrorist supporting goons" under a video describing former U.S. Rep. Cori Bush and Rep. Rashida Tlaib as "Jew hating antisemites" for voting against legislation that would have imposed sanctions against people, agencies and governments that "assist Hamas, the Palestinian Islamic Jihad or their affiliates."
"The brands I worked with were gone within a day. A few partnerships I'd spent years building were shelved. My agency was gone. My lawyer was gone. My publicist was gone. My book agent was gone. My book publicist was gone. My social media manager was gone. My son's godmother was gone – my best friend," Blair said from the podium.

#blair #jewish #Career #partnerships

The Supreme Court begins its latest term on Monday with a docket full of high-stakes cases that touch on some of the most contentious issues in American politics, including guns, voting and transgender rights.
This will be the second full term for the nation's highest court since President Trump returned to the White House. The previous term, which wrapped up in June, was packed with landmark rulings in a long list of major cases, including Trump's tariffs, birthright citizenship and a slate of key immigration decisions.
The justices will likely take on additional cases over the course of the term, but there are already plenty of pivotal cases for the court to consider in the coming months.
Here's a rundown of the big cases headed to the Supreme Court this term and what their eventual rulings might mean for the country.
Over the past two decades, the Supreme Court has issued a series of decisions that have significantly expanded gun rights. It could go even further next term when it considers whether laws banning certain semiautomatic rifles, like the AR-15, violate the Second Amendment.

#court #term #full #rights

Sarah Jessica Parker knows a thing or two about memorable footwear, and her latest New York City Ballet appearance was a fitting take on the art of the statement shoe. Sarah Jessica Parker GC Images The Emmy winner completed her romantic, ballet-inspired ensemble with sparkling silver pointed heels while attending the 2026 Fall Fashion Gala at David H. Koch Theater in Lincoln Center on Thursday. The pointed-toe pumps feature a square crystal buckle encased in a gunmetal frame. The shoes are finished with a stiletto heel measuring four inches. What's different about this style is that its uppers are completely decorated with small, shimmering crystal details in a silvery, light-catching finish. A close-up of the shoes. GC Images Parker paired the sparkly heels with a custom long-sleeve, semi-sheer Simone Rocha midlength dress. The piece featured feminine floral embroidery and delicate pink ribbons that made it suitable for the ballet session. The shoe choice is also in character for Parker, whose real-life wardrobe has long been closely **** ociated with stylish and luxury footwear. Through her portrayal of Carrie Bradshaw in "Sex and the City" and in "And Just Like That," she helped turn high-heeled shoes into an essential part of the character's fashion identity. Her own
Follow Footwear News on Twitter or become a fan on Facebook.

#ballet #city #fashion #shoe

Gwyneth Paltrow's 22-year-old daughter, Apple Martin, made her runway debut at the Chloé spring/summer 2027 show during Paris Fashion Week.
Apple, whom Paltrow shares with ex-husband Chris Martin, walked the runway in a plunging white shirt dress with eyelet detailing and semi-transparent platform shoes.
Apple is set to make her acting debut in Nancy Meyers' upcoming movie Paris Paramount alongside a star-studded cast.
Apple Martin hit a major career milestone at Paris Fashion Week on October 1. Following Kendall Jenner's unexpected appearance at the Bottega Veneta show during Milan Fashion Week and Celine Dion's surprise performance on the L'Oréal Paris runway, Martin made her runway debut at the Chloé womenswear spring/summer 2027 show, adding to the growing list of memorable fashion week moments.
Apple Martin makes her runway debut at the Chloé Womenswear Spring/Summer 2027 show as part of Paris Fashion Week on October 1, 2026.

#Apple #Paris #fashion

BAGHDAD (AP) — The U.S. military announced on Wednesday that it has completed the withdrawal of all American troops from Iraq, ending a 12-year mission to fight the Islamic State group. The last U.S. troops left an air base in northern Iraq under a deal between Baghdad and Washington.
The withdrawal, agreed on two years ago, comes against the backdrop of the ongoing war between the United States and Iran that has also sometimes spilled over into Iraq, with Iran-backed militias firing on U.S. troops and the U.S. striking the groups' strongholds.
Baghdad touted the end of the U.S. mission as a sign of the country's increasing strength and sovereignty.
The withdrawal was also celebrated by Iran-backed groups but raised concerns among some other Iraqis, particularly in the Kurdish region. Meanwhile, questions loom around the future of the Iraqi militias, which the Baghdad government has sought — with little success so far — to disarm.
Pentagon spokesperson Sean Parnell said in a statement that U.S. troops and equipment had completed an "orderly departure" from the air base in Irbil, in northern Iraq's semi-autonomous Kurdish region.

#baghdad #withdrawal #kurdish #northern

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#sige #globalfoundries #optical #data

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate.
The new price target represents more than 40% upside from the share price of $76.41 as of September 16. However, the stock has declined about 16% year-to-date and remains well below its 52-week high of $124.86.
Evercore ISI conducted its 58th quarterly US survey and 12th semi-annual ****** an survey on Netflix, Inc. (NASDAQ:NFLX), which showed multi-year high penetration of 63% in the US and a record-high 22% penetration in ****** an.
Japan also showed strong subscriber engagement as 58% of subscribers said they were slightly or not at all likely to cancel. Subscriber satisfaction in ****** an also reached 67%.
The company's new ads plan also showed encouraging signs in ****** an. About 66% of new ads plan subscribers were either former Netflix users or people who were new to Netflix.

#high

On September 9, 2026, ****** og Devices, Inc. (NASDAQ:ADI) agreed to acquire privately held Alif Semiconductor for $1.35 billion in cash, with up to $200 million in additional contingent payments. It adds Alif's low-power, AI-native microcontrollers and fusion processors to ADI's portfolio of sensing, signal-processing and power-management technology. ADI CEO Vincent Roche described the deal as advancing "Physical Intelligence," letting systems sense, reason and act locally in real time. The acquisition is expected to close by the end of 2026 pending U.S. antitrust review.
Alif gives ****** og Devices, Inc. (NASDAQ:ADI) a direct foothold in the fast-growing edge-AI market. Alif's AI-native microcontrollers and fusion processors support low-latency inference, sensor fusion, and on-device AI. It allows systems to process information locally rather than relying entirely on the cloud. The acquisition also expands ADI's addressable market across industrial, data-center infrastructure, defense, energy, robotics, digital health and wearable applications.
ADI is acquiring technology that already has commercial traction. Alif's silicon already ships in production and has design wins with leading consumer and industrial customers. It gives ADI an established platform rather than an early-stage technology project. ADI can combine Alif's digital processing capabilities with its own sensing, signal-processing, power, connectivity and software technologies to offer more complete system solutions.
The acquisition fits ADI's push into AI while the core business makes strong cash flow. ADI completed its $1.5 billion Empower Semiconductor acquisition in July to strengthen power delivery for AI computing, while third-quarter revenue reached a record $4.02 billion, up 40% year over year, and trailing 12-month free cash flow reached $4.94 billion. The Alif deal therefore adds edge intelligence to an AI strategy while ADI retains substantial financial capacity to fund acquisitions and shareholder returns.
Analog Devices, Inc. (NASDAQ:ADI) must make enough returns to justify the $1.35 billion upfront price. The firm will pay $1.35 billion in cash at closing and could pay another $200 million in contingent consideration. It takes the potential consideration to $1.55 billion. ADI therefore needs Alif's technology, customer wins, and expanded addressable market to turn into real revenue and earnings growth rather than simply adding another promising technology platform to its portfolio.

#analog #NASDAQ #power #acquisition

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation "High NA" extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the newer machines use a smaller mask than ASML's widely deployed standard EUV tools.
ASML targets a pilot production line using the larger masks by 2031 and high-volume manufacturing readiness by 2033. Chief technology officer Marco Pieters said these changes could lift the productivity of these systems by roughly 40%.
The larger-mask project could create a new growth opportunity for ASML Holding N.V. (NASDAQ:ASML) while helping TSMC manufacture larger AI chips more efficiently. ASML plans to use its High NA EUV tools to handle chips as large as today's biggest data-center processors. The business expects the larger masks to increase system productivity by 40%. It could scale up demand for its next-generation equipment and help TSMC improve the economics of producing increasingly large and complex chips.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)'s planned use gives ASML a clear path toward commercializing the technology. TSMC plans to introduce High NA EUV into advanced-node high-volume production from 2030. ASML aims to show its larger-mask technology through a pilot line in 2031. TSMC's commitment could give ASML greater visibility into future equipment demand. Early use could help TSMC maintain its advanced-chip manufacturing advantage.
The collaboration could solidify both companies' positions as chipmakers develop larger and more powerful processors. ASML can extend its High NA roadmap beyond its current chip-size limitation. TSMC can prepare its manufacturing processes for the next generation of AI chips. The partnership gives ASML an opportunity to deepen its relationship with one of its largest customers and gives TSMC access to a technology that could support future advanced-chip production.

#asml #technology #plans #next

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

Nvidia (NASDAQ: NVDA) is one of the most successful stocks in history. Since launching its IPO in 1999, the stock has earned unprecedented returns, especially considering the 27-year time frame. So high are the gains that an investment of $1,000 at that time would deliver millions.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ****** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The semiconductor stock launched its IPO on Jan. 22, 1999, at a split-adjusted price of $0.025 per share. At the time, that would have bought 40,000 split-adjusted shares worth $5.32 million. Add in the dividend income over that time, and the overall total grows to $5.70 million.
NVDA data by YCharts
Nvidia made its initial fortune as a leader in graphics cards. It later moved on to GPUs and, later, AI accelerators, which have made it an industry-leading chip stock. With that, it won the AI training race, or at least the first phase of it.

#missed #phase

Pravin Desale, SVP, R&D at Lattice Semiconductor(NASDAQ:LSCC), sold 4,279 shares of common stock on Sept. 15, 2026, for approximately $452,000, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$452,000

#pravin #lscc #form

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies **** ociated with Elon Musk, including **** eX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications.
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.

#Intel

For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA's high-power and expensive AI chips. Anthropic CEO Dario Amodei's latest remarks about the need to slow down AI development due to safety concerns have generated quite a buzz, and Cramer discussed what Broadcom Inc. (NASDAQ:AVGO)'s CEO told him when asked about AI infrastructure development losing traction:
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.

#orders #debate #strong

Semiconductor giant Nvidia (NASDAQ: NVDA) has been a hot stock for some time now -- for good reason. It has averaged annualized gains of 52% over the past 15 years. That was enough to turn a single $10,000 investment 15 years ago into a stake worth $5.9 million (with dividends reinvested) or $5.4 million (without the reinvestment of dividends).
What if you buy into it today, though? How big could your stake in it become by, say, 2030? Let's take a look.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Let's start with a caveat: Whatever estimate we come up with will be just that -- an estimate. It will be based on the stock's growth rate -- which over the past three years has averaged nearly 70% per year! Over the past one year, it has gained nearly 20%. (That 20% might seem puny, but remember that over many decades, the stock market has averaged annual gains of close to 10%. So a 20% gain is still pretty good.)
But how quickly will Nvidia grow over the coming four years? Well, let's pick a number between that 20% and the longer-term rate of 52%. Let's say 30%.

#NVIDIA #missed

Barclays ******* yst Simon Coles says the recent pullback in Tower Semiconductor (TSEM) shares is an opportunity to load up on a quality name at a meaningful discount. In a research note this morning, Coles ******* umed coverage of the independent specialty foundry with an "Overweight" rating and a $310 price target that signals potential upside of nearly 40% from here.
Tower Semiconductor stock has been in a sharp downtrend in recent months, currently trading about 30% below its June high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'

#tower #recent #simon #tsem

The federal government is preparing to cash out a chunk of its stake in GlobalFoundries (GFS). A new filing shows Washington plans to sell as many as 9.9 million shares of the semiconductor firm, months after agreeing to take an equity position in the company.
For investors watching GFS stock, the move raises questions about what comes next, even as GlobalFoundries lands new government-backed deals in quantum computing and silicon photonics. Here is what the filing means, and why the government owned shares of GlobalFoundries stock in the first place.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'

#globalfoundries #months #filing

Tempe, Arizona-based First Solar, Inc. (FSLR) is a leading photovoltaic (PV) solar technology and manufacturing company. The company develops and manufactures solar modules using its proprietary thin-film semiconductor technology, offering an alternative to conventional crystalline silicon PV modules. First Solar operates a global manufacturing network spanning the United States, India, Malaysia, and Vietnam. With a market cap of $21.6 billion, the company is one of the largest solar manufacturers.
Companies worth $10 billion or more are generally described as "large-cap stocks," and First Solar fits this description. The company is also one of the few major solar manufacturers with a significant U.S. manufacturing footprint, positioning it to benefit from domestic-content incentives and the broader push to expand U.S. solar manufacturing capacity. First Solar ended the second quarter with a contracted sales backlog of approximately 45.1 GW extending through 2030.
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#Solar #first #billion #tempe

Choosing between a niche equipment provider and a diversified industry **** an requires balancing high growth potential against established stability. Here is how Aehr Test Systems (NASDAQ:AEHR) and KLA (NASDAQ:KLAC) compare for investors.
Aehr Test Systems focuses on specific stress-testing solutions for power semiconductors and memory, while KLA provides broad process control tools used across the entire chip-making industry. While they both operate in the same sector, their scale and risk profiles differ significantly, making them attractive to different types of portfolios.
Aehr Test Systems designs and sells specialized equipment for the testing and stabilization of semiconductor products in various forms, including wafers and singulated dies. The company focuses on the high-growth silicon carbide market for electric vehicles and high-bandwidth memory for artificial intelligence infrastructure. In its 2026 fiscal year (FY), which ended May 29, its five largest customers accounted for nearly 70% of net sales, and customer concentration like this adds a layer of risk to the business.
In FY 2026, revenue reached $50.0 million, representing a decline of 15.2% compared to the previous year. This contraction followed a period of higher operating costs, resulting in a net loss of $7.1 million for the period. The net margin, which represents the percentage of revenue remaining as profit after all expenses, was -14.3% in the latest fiscal year.
As of its May 2026 balance sheet, the debt-to-equity ratio is zero, indicating that the company has no debt relative to its shareholder equity. The current ratio, which measures a company's ability to cover short-term liabilities with short-term **** ets, is 10.3x. Free cash flow, defined as cash from operations minus capital expenditures, was a negative $5.4 million for the fiscal year ended in May.

#year #equipment

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session.
Reuters reported that the two companies have expanded their agreement to increase production capacity for silicon germanium (SiGe), a semiconductor technology used in high-speed optical connections for data centers. The multi-year agreement will expand capacity for GLOBALFOUNDRIES Inc.'s (NASDAQ:GFS) SiGe technology at its facility in Burlington, Vermont. SiGe allows semiconductor devices to operate at higher speeds while using less energy, making it increasingly important as data centers handle larger volumes of data.
Robb Johnson, Vice President, Foundry Technology at Marvell Technology, Inc. (NASDAQ:MRVL) said the expanded collaboration will help ensure that the company has the "SiGe technology and manufacturing capacity to support ⁠the significant growth" it expects ahead.
According to the report, the increased manufacturing capacity will help Marvell Technology, Inc. (NASDAQ:MRVL) meet growing demand for optical networking products, including pluggable optical transceivers, near-packaged optics, and co-packaged optics.
GlobalFoundries Is Seeing Strong SiGe Demand

#NASDAQ #globalfoundries #capacity #data