10 days ago
Gennaro Gattuso is thrilled with the Lazio players who produced a fabulous performance against Juventus on Sunday.
The Biancocelesti extended their superb start to the Serie A campaign by registering their sixth win in seven rounds. Oliver Provstgaard, Gustav Isaksen, and Fisayo Dele-Bashiru all got on the scoresheet as Lazio returned from Turin with a 3-0 victory. This was certainly the team's best result of the season, especially considering the size of the opponent.
In his post-match interviews (via La Lazio Siamo Noi), Gattuso expressed his delight with the team, taking great pleasure in their ability to overcome the odds after being tipped to fight for relegation by some observers at the start of the season.
We're not looking at the league table. We have to keep working hard and maintain the right mentality. I've seen a lot in this game, and we have a clear path to follow: work. People were writing us off as dead and saying we would be fighting relegation. But our path was the right one, and the players believed in it. We'll see where we end up.We like to press our opponents, get tight to our markers and play offensively. That brings benefits. We can't sit back and manage games; we have to keep pressing forward aggressively. On a personal level, it's a pleasure to work with these players, too.
The Calabrian admits that he almost gave up on coaching at one point during his career, but he has now found internal serenity.
#lazio #players #start #season
The Biancocelesti extended their superb start to the Serie A campaign by registering their sixth win in seven rounds. Oliver Provstgaard, Gustav Isaksen, and Fisayo Dele-Bashiru all got on the scoresheet as Lazio returned from Turin with a 3-0 victory. This was certainly the team's best result of the season, especially considering the size of the opponent.
In his post-match interviews (via La Lazio Siamo Noi), Gattuso expressed his delight with the team, taking great pleasure in their ability to overcome the odds after being tipped to fight for relegation by some observers at the start of the season.
We're not looking at the league table. We have to keep working hard and maintain the right mentality. I've seen a lot in this game, and we have a clear path to follow: work. People were writing us off as dead and saying we would be fighting relegation. But our path was the right one, and the players believed in it. We'll see where we end up.We like to press our opponents, get tight to our markers and play offensively. That brings benefits. We can't sit back and manage games; we have to keep pressing forward aggressively. On a personal level, it's a pleasure to work with these players, too.
The Calabrian admits that he almost gave up on coaching at one point during his career, but he has now found internal serenity.
#lazio #players #start #season
10 days ago
Bengaluru: When batters are scoring at 11.46 runs an over, even quality bowling attacks can be made to look ordinary. India's T20I series against the West Indies has exposed the vulnerability of the hosts' pace unit, with flat pitches, dew and short boundaries proving a punishing combination for bowlers.
West Indies' stunning 250-run chase in Ranchi, completed with nine **** to spare, prompted a stern **** sment from India head coach Gautam Gambhir.
"These bowlers are our bowlers, not someone else's bowlers. Their careers are at stake," he had said, underlining the scrutiny facing the attack.
With the exception of Indore, where India successfully defended 223, the bowlers struggled to contain a fearless West Indies batting line-up. While the absence of Jasprit **** rah and, to an extent, Hardik Pandya has been felt, the bigger concern for the team management is the inconsistency shown by Arshdeep Singh, Mayank Yadav and Prince Yadav.
The two young quicks, Mayank and Prince, have alternated between brilliance and waywardness during the series, highlighting the challenges of adjusting to different match situations. The fourth T20I in Hyderabad offered a clear example. India conceded 18 extras, including 13 wides. Arshdeep accounted for six, while Mayank and Prince leaked two and one, respectively. Their attempts to execute wide yorkers and fuller deliveries repeatedly missed the mark, allowing the West Indies batters to maintain the pressure.
India's lack of proven T20 pace-bowling depth has consequently become a talking point. That has put renewed focus on the return of Bhuvneshwar **** ar, whose recall after nearly four years away from the national side could prove timely.
The experienced swing bowler has enjoyed a productive run in the IPL, taking 45 wickets across the last two seasons. More importantly, his success has been built on control and execution rather than sheer pace, qualities that India's younger quicks have often lacked in this series.
Conditions, however, have offered little respite to bowlers. High-scoring surfaces and heavy dew have meant that even small lapses have come at a significant cost.
As India prepare for a demanding tour of New Zealand, they know the challenges ahead will be very different. The pitches may offer more **** istance, but the key question remains whether the bowling group can quickly adapt and improve its consistency.
On the eve of the rain-affected series finale in Bengaluru, fast-bowling coach Morne Morkel urged observers to consider the physical and mental demands placed on modern cricketers.
"We sometimes forget that mental fatigue plays a big part. We have to manage that and be smart with it. Some of the players went for the Asian Games and then straight into a full series against the West Indies. These guys are also human," Morkel said.
"Execution and skills become better when you've recovered, slept well and mentally refreshed. That's a challenge. We're going to N
West Indies' stunning 250-run chase in Ranchi, completed with nine **** to spare, prompted a stern **** sment from India head coach Gautam Gambhir.
"These bowlers are our bowlers, not someone else's bowlers. Their careers are at stake," he had said, underlining the scrutiny facing the attack.
With the exception of Indore, where India successfully defended 223, the bowlers struggled to contain a fearless West Indies batting line-up. While the absence of Jasprit **** rah and, to an extent, Hardik Pandya has been felt, the bigger concern for the team management is the inconsistency shown by Arshdeep Singh, Mayank Yadav and Prince Yadav.
The two young quicks, Mayank and Prince, have alternated between brilliance and waywardness during the series, highlighting the challenges of adjusting to different match situations. The fourth T20I in Hyderabad offered a clear example. India conceded 18 extras, including 13 wides. Arshdeep accounted for six, while Mayank and Prince leaked two and one, respectively. Their attempts to execute wide yorkers and fuller deliveries repeatedly missed the mark, allowing the West Indies batters to maintain the pressure.
India's lack of proven T20 pace-bowling depth has consequently become a talking point. That has put renewed focus on the return of Bhuvneshwar **** ar, whose recall after nearly four years away from the national side could prove timely.
The experienced swing bowler has enjoyed a productive run in the IPL, taking 45 wickets across the last two seasons. More importantly, his success has been built on control and execution rather than sheer pace, qualities that India's younger quicks have often lacked in this series.
Conditions, however, have offered little respite to bowlers. High-scoring surfaces and heavy dew have meant that even small lapses have come at a significant cost.
As India prepare for a demanding tour of New Zealand, they know the challenges ahead will be very different. The pitches may offer more **** istance, but the key question remains whether the bowling group can quickly adapt and improve its consistency.
On the eve of the rain-affected series finale in Bengaluru, fast-bowling coach Morne Morkel urged observers to consider the physical and mental demands placed on modern cricketers.
"We sometimes forget that mental fatigue plays a big part. We have to manage that and be smart with it. Some of the players went for the Asian Games and then straight into a full series against the West Indies. These guys are also human," Morkel said.
"Execution and skills become better when you've recovered, slept well and mentally refreshed. That's a challenge. We're going to N
10 days ago
76ers' fatal flaw that will doom 2027 NBA championship chances appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
While the New York Knicks are the defending NBA champions and they should raise their championship banner with the confidence that comes with winning the franchise's first **** le in 53 years, the Philadelphia 76ers appear to be in a position to steal their thunder.
After adding Jaylen Brown and LeBron James in the offseason, the Sixers are the team that **** ody will be able to take their eyes off of as the season gets underway. Many observers believe this dynamic team — that also includes Joel Embiid, Tyrese Maxey and VJ Edgecombe — will be the best in the league.
When it comes to flat-out talent, the Sixers certainly will be able to make a great argument. But things like chemistry, familiarity and defense will also have an impact. One or more of those factors could scuttle Philadelphia's plans to become the best team in the Eastern Conference and the next NBA champions.
Watch sports LIVE with fuboTV (free trial)
#sixers #able
While the New York Knicks are the defending NBA champions and they should raise their championship banner with the confidence that comes with winning the franchise's first **** le in 53 years, the Philadelphia 76ers appear to be in a position to steal their thunder.
After adding Jaylen Brown and LeBron James in the offseason, the Sixers are the team that **** ody will be able to take their eyes off of as the season gets underway. Many observers believe this dynamic team — that also includes Joel Embiid, Tyrese Maxey and VJ Edgecombe — will be the best in the league.
When it comes to flat-out talent, the Sixers certainly will be able to make a great argument. But things like chemistry, familiarity and defense will also have an impact. One or more of those factors could scuttle Philadelphia's plans to become the best team in the Eastern Conference and the next NBA champions.
Watch sports LIVE with fuboTV (free trial)
#sixers #able
10 days ago
CLEVELAND — A pivotal ALCS Game 5 that looked on paper like a premium pitchers' duel dissolved into something much different on Sunday, as the Tampa Bay Rays took down the Cleveland Guardians 3-1 at Progressive Field to move within one win of a World Series berth. While the final score suggests a closely contested ballgame, the tale of the two starting pitchers tells otherwise.
When the AL Cy Young Award is announced next month, it's a safe bet that Yankees ace Cam Schlittler will take home the honor. Toronto's Dylan Cease appears to be the likeliest runner-up. Beyond that, both Rays right-hander Drew Rasmussen and Guardians rookie lefty Parker Messick have a strong case to be the third finalist, based on their fantastic regular seasons. Rasmussen ranked third in fWAR (5.0) and fourth in ERA (2.67) behind Schlittler and Cease; Messick ranked fourth in fWAR (4.9) and third in ERA (2.56).
These were the starting pitchers for Game 5 on Sunday. Rasmussen had tossed six innings of two-run ball in Game 1 — but in a Rays loss. Messick covered five innings and allowed three runs in Game 2 — but in a Guardians loss. With the series tied at two games apiece, Sunday's contest gave each frontline arm the tantalizing chance to push his club closer to the American League pennant.
Join or create a Yahoo Fantasy Basketball league for the 2026-27 NBA season
For neutral observers hoping for maximum October drama, the blueprint for a best-case clash could be found in July, when Rasmussen and Messick traded blows in a 1-0 Rays victory at Tropicana Field. In that one, Messick allowed the lone run across 7 ⅔ innings while Rasmussen yielded just one hit across seven shutout frames. If a similar game were on tap Sunday — this time with supremely elevated stakes — that would mean a timely hit or two would be required to seize a narrow victory. But such visions of a repeat nailbiter enforced by these elite starters were quashed in a hurry.
#messick #rays #Guardians
When the AL Cy Young Award is announced next month, it's a safe bet that Yankees ace Cam Schlittler will take home the honor. Toronto's Dylan Cease appears to be the likeliest runner-up. Beyond that, both Rays right-hander Drew Rasmussen and Guardians rookie lefty Parker Messick have a strong case to be the third finalist, based on their fantastic regular seasons. Rasmussen ranked third in fWAR (5.0) and fourth in ERA (2.67) behind Schlittler and Cease; Messick ranked fourth in fWAR (4.9) and third in ERA (2.56).
These were the starting pitchers for Game 5 on Sunday. Rasmussen had tossed six innings of two-run ball in Game 1 — but in a Rays loss. Messick covered five innings and allowed three runs in Game 2 — but in a Guardians loss. With the series tied at two games apiece, Sunday's contest gave each frontline arm the tantalizing chance to push his club closer to the American League pennant.
Join or create a Yahoo Fantasy Basketball league for the 2026-27 NBA season
For neutral observers hoping for maximum October drama, the blueprint for a best-case clash could be found in July, when Rasmussen and Messick traded blows in a 1-0 Rays victory at Tropicana Field. In that one, Messick allowed the lone run across 7 ⅔ innings while Rasmussen yielded just one hit across seven shutout frames. If a similar game were on tap Sunday — this time with supremely elevated stakes — that would mean a timely hit or two would be required to seize a narrow victory. But such visions of a repeat nailbiter enforced by these elite starters were quashed in a hurry.
#messick #rays #Guardians
23 days ago
In a development that will come as a surprise to very few media observers, former White House press secretary Karoline Leavitt is joining Fox News.
According to The New York Times and confirmed by Mediaite, Leavitt is joining the network as an on-air contributor. She is expected to start on Nov. 1. An official announcement from the network is expected shortly.
"Karoline's firsthand experience in the White House and on the presidential campaign trail gives her a distinct understanding of today's political landscape," Suzanne Scott, Fox News Media CEO, said in a statement published by the Times.
In a statement of her own published by the Times, Leavitt vowed to provide "the unique perspective and candor that defined my tenure with the Trump administration" in her new role.
Leavitt will join Dana Perino and Kayleigh McEnany as former White House press secretaries on the Fox News roster.
#leavitt #press
According to The New York Times and confirmed by Mediaite, Leavitt is joining the network as an on-air contributor. She is expected to start on Nov. 1. An official announcement from the network is expected shortly.
"Karoline's firsthand experience in the White House and on the presidential campaign trail gives her a distinct understanding of today's political landscape," Suzanne Scott, Fox News Media CEO, said in a statement published by the Times.
In a statement of her own published by the Times, Leavitt vowed to provide "the unique perspective and candor that defined my tenure with the Trump administration" in her new role.
Leavitt will join Dana Perino and Kayleigh McEnany as former White House press secretaries on the Fox News roster.
#leavitt #press
24 days ago
FBI Director Kash Patel and his longtime girlfriend, country music singer Alexis Wilkins, announced Sunday that they are engaged, sharing the news with followers on social media in a post that quickly drew attention from supporters and political observers alike.
Wilkins revealed the engagement in a black-and-white photograph posted to X, showing the couple smiling together as she displayed a diamond ring.
"Went and got the law involved," she wrote alongside ring and heart emojis. Patel later reposted the announcement, adding his own ring and heart emojis.
The engagement marks a new chapter for a couple whose relationship has frequently attracted public scrutiny since Patel became director of the FBI in 2025.
Patel, 46, and Wilkins, 27, have been together for more than three years after meeting at a party hosted by country singer John Rich.
#ring #together
Wilkins revealed the engagement in a black-and-white photograph posted to X, showing the couple smiling together as she displayed a diamond ring.
"Went and got the law involved," she wrote alongside ring and heart emojis. Patel later reposted the announcement, adding his own ring and heart emojis.
The engagement marks a new chapter for a couple whose relationship has frequently attracted public scrutiny since Patel became director of the FBI in 2025.
Patel, 46, and Wilkins, 27, have been together for more than three years after meeting at a party hosted by country singer John Rich.
#ring #together
1 month ago
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
1 month ago
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.
#forecast
1 month ago
Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been two of the best-performing stocks in the S&P 500 (SNPINDEX: ^GSPC) so far this year. Sandisk is leading the way with an incredible 550% gain. Micron is in fourth place, up by over 220%. That means both of these stocks have tripled (or more than tripled in Sandisk's case), but I think that's just the beginning. In fact, if you invested $2,500 in each of these stocks, for a total of $5,000, I think that the combined value of those stakes will rise to $15,000 by the time 2028 arrives.
While that may sound far-fetched, the math backs it up, suggesting that these are two of the best investments you could make in the stock market right now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The reason these two have done so well in 2026 is that there is no spare memory chip production capacity left. Micron and Sandisk are two of just three big players in this industry, and all of their production is being eaten up by massive demand for additional artificial intelligence computing power. AI processors and servers need heavy volumes of memory to function efficiently, and as a result, there's now a serious shortage of memory, so prices are skyrocketing.
This supply-and-demand imbalance is the culprit behind rising prices for consumer computing hardware, as these devices all require memory chips, too.
#NVIDIA #memory #flashing #best
While that may sound far-fetched, the math backs it up, suggesting that these are two of the best investments you could make in the stock market right now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The reason these two have done so well in 2026 is that there is no spare memory chip production capacity left. Micron and Sandisk are two of just three big players in this industry, and all of their production is being eaten up by massive demand for additional artificial intelligence computing power. AI processors and servers need heavy volumes of memory to function efficiently, and as a result, there's now a serious shortage of memory, so prices are skyrocketing.
This supply-and-demand imbalance is the culprit behind rising prices for consumer computing hardware, as these devices all require memory chips, too.
#NVIDIA #memory #flashing #best
1 month ago
Apple (NASDAQ:AAPL) is reportedly considering a big move that could reshape the company. The Information reported on Wednesday that the iPhone maker was considering developing its own artificial intelligence server, which would be Apple's first activity in the enterprise server market since 2011.
The proposal would combine Apple's custom silicon with networking technology supplied by Nvidia (NASDAQ:NVDA) to develop AI servers that could be offered with either two or four M8 Ultra chips, which are Apple's top-performing processors, and geared specifically for AI inference.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Such a move, the first major action under new CEO John Ternus, would signal that Apple is ready to invest in AI architecture to use its custom-made chips in products beyond its consumer devices, which would be a significant shift in company strategy.
Image source: Getty Images.
#flashing
The proposal would combine Apple's custom silicon with networking technology supplied by Nvidia (NASDAQ:NVDA) to develop AI servers that could be offered with either two or four M8 Ultra chips, which are Apple's top-performing processors, and geared specifically for AI inference.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Such a move, the first major action under new CEO John Ternus, would signal that Apple is ready to invest in AI architecture to use its custom-made chips in products beyond its consumer devices, which would be a significant shift in company strategy.
Image source: Getty Images.
#flashing
1 month ago
Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is no artificial intelligence (AI) stock, but it may be closer to one than most casual observers think. The exact percentage is also very broad. Amid the higher electricity demand driven by AI, one could argue that Berkshire Hathaway Energy is an AI company.
However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Google-parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is the growth name among the two and the largest purchase during the Greg Abel era.
The purchases began under Warren Buffett in the third quarter of 2025, but most of the buying occurred after Abel took over, albeit with Buffett's encouragement. Between its two tickers, the company has bought nearly 106 million shares, increasing its portfolio share from 0% to just under 10% in less than one year.
#berkshire #NVIDIA
However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Google-parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is the growth name among the two and the largest purchase during the Greg Abel era.
The purchases began under Warren Buffett in the third quarter of 2025, but most of the buying occurred after Abel took over, albeit with Buffett's encouragement. Between its two tickers, the company has bought nearly 106 million shares, increasing its portfolio share from 0% to just under 10% in less than one year.
#berkshire #NVIDIA
1 month ago
Spring, Texas-based Hewlett Packard Enterprise Company (HPE) develops intelligent solutions in the United States, the Americas, and internationally. The company has a market cap of $74.2 billion and operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other, and offers general-purpose servers, workload-optimized servers, and integrated systems, among others.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
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#packard
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
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#packard
1 month ago
Hewlett Packard Enterprise Company (HPE) is becoming a major beneficiary of the enterprise artificial intelligence (AI) infrastructure growth. While many companies are working on AI applications, Hewlett Packard primarily focuses on infrastructure, supplying servers, networking, and other technology essential for large-scale AI deployment.
The company's latest quarterly results showed rising demand, with both revenue and profit exceeding **** yst expectations and robust growth across all segments. Its integration of Juniper Networks has further strengthened the company's position in AI networking, giving the company greater access to the infrastructure needs driven by AI's rapid growth.
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#infrastructure #company #juniper
The company's latest quarterly results showed rising demand, with both revenue and profit exceeding **** yst expectations and robust growth across all segments. Its integration of Juniper Networks has further strengthened the company's position in AI networking, giving the company greater access to the infrastructure needs driven by AI's rapid growth.
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How to Play GME Stock as GameStop CEO Ryan Cohen Buys $20.3 Million in Shares
#infrastructure #company #juniper
1 month ago
On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640.
The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in 2026. The company has become one of the biggest vendors for Nvidia-based servers and related equipment, benefiting from strong demand for AI infrastructure from cloud companies and enterprises.
Photo by Pok Rie on Pexels
RBC ***** yst David Paige wrote in a note that Dell Technologies Inc. (NYSE:DELL) is showing no signs of slowing. RBC believes that the company "continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle."
Paige pointed out that "Dell Technologies Inc.'s (NYSE:DELL) best-in-class supply chain represents a competitive moat that differentiates the company during periods of supply disruption, as customers increasingly turn to Dell Technologies Inc. (NYSE:DELL) for a 'calming hand' during periods of supply volatility/constraints."
#paige
The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in 2026. The company has become one of the biggest vendors for Nvidia-based servers and related equipment, benefiting from strong demand for AI infrastructure from cloud companies and enterprises.
Photo by Pok Rie on Pexels
RBC ***** yst David Paige wrote in a note that Dell Technologies Inc. (NYSE:DELL) is showing no signs of slowing. RBC believes that the company "continues to be well positioned to benefit from a multi-year AI infrastructure spending cycle."
Paige pointed out that "Dell Technologies Inc.'s (NYSE:DELL) best-in-class supply chain represents a competitive moat that differentiates the company during periods of supply disruption, as customers increasingly turn to Dell Technologies Inc. (NYSE:DELL) for a 'calming hand' during periods of supply volatility/constraints."
#paige
1 month ago
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
1 month ago
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total **** ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#meta #cash
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total **** ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#meta #cash
1 month ago
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
On days the S&P 500 rose over the past year, IBM captured about 83% of the gain. On days the index fell, IBM took about 102% of the loss. That is a one-year reading of daily moves. For investors evaluating a recent breakout, an asymmetric downside capture ratio warrants closer inspection.
IBM is not a quiet stock. Over the past five years it ran 30.3% annualized volatility against 17.2% for the S&P 500. Its daily moves have tracked the index with a correlation of only 0.36 across those five years, so most of that movement is IBM's own. Independence like that comes from what IBM sells, and when its customers buy.
Software is nearly 45% of IBM's revenue, and about 80% of that software revenue is recurring, coming from subscription and consumption products like Red Hat, HashiCorp and Confluent. The other 20% is transactional. Large clients buy the mainframe and its software stack on enterprise license agreements, generally treated as capital spending.
That last 20% is what slipped in the second quarter of 2026. Management says many clients redirected spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. Tens of large deals did not close on time, and transaction processing revenue fell 9% while data grew 18%.
#revenue
On days the S&P 500 rose over the past year, IBM captured about 83% of the gain. On days the index fell, IBM took about 102% of the loss. That is a one-year reading of daily moves. For investors evaluating a recent breakout, an asymmetric downside capture ratio warrants closer inspection.
IBM is not a quiet stock. Over the past five years it ran 30.3% annualized volatility against 17.2% for the S&P 500. Its daily moves have tracked the index with a correlation of only 0.36 across those five years, so most of that movement is IBM's own. Independence like that comes from what IBM sells, and when its customers buy.
Software is nearly 45% of IBM's revenue, and about 80% of that software revenue is recurring, coming from subscription and consumption products like Red Hat, HashiCorp and Confluent. The other 20% is transactional. Large clients buy the mainframe and its software stack on enterprise license agreements, generally treated as capital spending.
That last 20% is what slipped in the second quarter of 2026. Management says many clients redirected spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. Tens of large deals did not close on time, and transaction processing revenue fell 9% while data grew 18%.
#revenue
1 month ago
SMCI trades at just 8x FY2027 EPS despite a record $60 billion order backlog and a 78% Q4 earnings beat, supporting a $60 price target by 2027.
Unlike NVDA, which only designs chips, SMCI builds complete AI factories covering rack servers, liquid cooling, and deployment, giving it a one-stop infrastructure moat.
FY2027 EPS estimates jumped 33% in 90 days with 16 upward revisions and zero cuts, yet Wall Street's consensus price target still sits at just $42.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Super Micro Computer (NASDAQ:SMCI) has quietly become one of the more interesting rebound stories in AI infrastructure. Shares are up 21.76% year to date, but the stock is still down 21.46% over the past year as investors work through governance overhangs and margin whiplash.
#fy2027 #target #unlike
Unlike NVDA, which only designs chips, SMCI builds complete AI factories covering rack servers, liquid cooling, and deployment, giving it a one-stop infrastructure moat.
FY2027 EPS estimates jumped 33% in 90 days with 16 upward revisions and zero cuts, yet Wall Street's consensus price target still sits at just $42.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Super Micro Computer (NASDAQ:SMCI) has quietly become one of the more interesting rebound stories in AI infrastructure. Shares are up 21.76% year to date, but the stock is still down 21.46% over the past year as investors work through governance overhangs and margin whiplash.
#fy2027 #target #unlike
1 month ago
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Silver (SI=F) December futures opened at $64.18 per ounce on Wednesday, September 16, 2026, up 0.5% from Tuesday's closing price. Silver prices rose this morning, reaching $65.08 as of 6:42 a.m. ET.
This morning, silver prices have lifted out of the $63 to $64 range they maintained all week ahead of one of the most anticipated Fed meetings in some time. Market observers are anticipating the first Fed rate increase in three years.
According to the CME Group's FedWatch tool, there is still a 92.5% chance the Fed will raise the target range for the fed funds rate by 25 basis points, the same as yesterday. On Monday, the chances were pegged at 86.5%. On Friday, the percentage was 69.4%.
Higher interest rates are a headwind for precious metals and crypto prices since these investments do not pay interest.
#morning #rate #disclosure
Silver (SI=F) December futures opened at $64.18 per ounce on Wednesday, September 16, 2026, up 0.5% from Tuesday's closing price. Silver prices rose this morning, reaching $65.08 as of 6:42 a.m. ET.
This morning, silver prices have lifted out of the $63 to $64 range they maintained all week ahead of one of the most anticipated Fed meetings in some time. Market observers are anticipating the first Fed rate increase in three years.
According to the CME Group's FedWatch tool, there is still a 92.5% chance the Fed will raise the target range for the fed funds rate by 25 basis points, the same as yesterday. On Monday, the chances were pegged at 86.5%. On Friday, the percentage was 69.4%.
Higher interest rates are a headwind for precious metals and crypto prices since these investments do not pay interest.
#morning #rate #disclosure
1 month ago
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure.
Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand.
Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged 121% to $7.4 billion. Even more impressive, remaining performance obligations rose $209 billion to $664 billion.
That backlog presents a potential strong read-through for Dell and HPE.
But there is another side to this tale. The businesses fueling the AI boom are more and more fixated on the costs of borrowing and the next actions by the Federal Reserve as they pour unusual amounts of resources into building enough data centers to translate Oracle's contracts into income.
#infrastructure #revenue
Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand.
Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged 121% to $7.4 billion. Even more impressive, remaining performance obligations rose $209 billion to $664 billion.
That backlog presents a potential strong read-through for Dell and HPE.
But there is another side to this tale. The businesses fueling the AI boom are more and more fixated on the costs of borrowing and the next actions by the Federal Reserve as they pour unusual amounts of resources into building enough data centers to translate Oracle's contracts into income.
#infrastructure #revenue
2 months ago
Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
What Was Dell Seeing In Its Customers' Data Centers?
In February 2025, management said customers still ran a very large base of Dell's 13th and 14th generation servers, ready to be replaced. AI demand, already under discussion then, was exceptionally strong by May 2025, with $12.1 billion of AI server orders in fiscal Q1 2026, more than Dell's AI server shipments for all of fiscal 2025.
In August 2025, management said over 70% of its installed base was running on 14th generation servers or older, and that one 17th generation server could replace six or seven old ones. The results were uneven. In fiscal Q2 2026, traditional server revenue rose again and international demand grew, but demand in North America, its most profitable region, was weak.
Why Were Dell's Costs Falling While Its Sales Rose?
#server
What Was Dell Seeing In Its Customers' Data Centers?
In February 2025, management said customers still ran a very large base of Dell's 13th and 14th generation servers, ready to be replaced. AI demand, already under discussion then, was exceptionally strong by May 2025, with $12.1 billion of AI server orders in fiscal Q1 2026, more than Dell's AI server shipments for all of fiscal 2025.
In August 2025, management said over 70% of its installed base was running on 14th generation servers or older, and that one 17th generation server could replace six or seven old ones. The results were uneven. In fiscal Q2 2026, traditional server revenue rose again and international demand grew, but demand in North America, its most profitable region, was weak.
Why Were Dell's Costs Falling While Its Sales Rose?
#server
2 months ago
As artificial intelligence matures, investors must decide between the high-growth niche players and the foundational giants. Choosing between Astera Labs Inc (NASDAQ:ALAB) and Taiwan Semiconductor Manufacturing Co (NYSE:TSM) involves weighing explosive potential against established dominance.
Astera Labs provides the critical connectivity infrastructure that allows AI chips to communicate within data centers. Meanwhile, Taiwan Semiconductor Manufacturing operates as the world's largest dedicated chip foundry, producing the actual processors for almost every major tech firm. Both companies are central to the future of semiconductor stocks.
Astera Labs specializes in connectivity solutions designed to remove bottlenecks in high-performance data centers. The company sells hardware and software that helps AI accelerators, such as those made by major chip designers, communicate efficiently across servers. Its customer base is highly concentrated, primarily consisting of the largest cloud providers and system manufacturers. In 2025, one end customer accounted for over 70% of total revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, revenue reached more than $852.5 million, representing an impressive increase of roughly 115% compared to the prior year. This rapid growth helped the company pivot from a loss in previous years to a net income of approximately $219 million. The net margin, which measures how much of each dollar of sales remains as profit, stood at nearly 26%. This trajectory highlights the surging demand for the specialized connectivity chips required for large-scale AI deployments.
As of its December 2025 balance sheet, the company reported a debt-to-equity ratio of 0.0x, indicating it holds no debt relative to its shareholder equity. Its so-called current ratio, which compares short-term ******* ets to short-term liabilities, was a robust 10.2x. Free cash flow, or the cash left over after paying for operations and equipment, was approximately $282 million. Note that stock-based compensation represented roughly 50% of operating cash flow, which inflates reported cash generation since this is a non-cash expense added back in the cash flow statement.
#company
Astera Labs provides the critical connectivity infrastructure that allows AI chips to communicate within data centers. Meanwhile, Taiwan Semiconductor Manufacturing operates as the world's largest dedicated chip foundry, producing the actual processors for almost every major tech firm. Both companies are central to the future of semiconductor stocks.
Astera Labs specializes in connectivity solutions designed to remove bottlenecks in high-performance data centers. The company sells hardware and software that helps AI accelerators, such as those made by major chip designers, communicate efficiently across servers. Its customer base is highly concentrated, primarily consisting of the largest cloud providers and system manufacturers. In 2025, one end customer accounted for over 70% of total revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, revenue reached more than $852.5 million, representing an impressive increase of roughly 115% compared to the prior year. This rapid growth helped the company pivot from a loss in previous years to a net income of approximately $219 million. The net margin, which measures how much of each dollar of sales remains as profit, stood at nearly 26%. This trajectory highlights the surging demand for the specialized connectivity chips required for large-scale AI deployments.
As of its December 2025 balance sheet, the company reported a debt-to-equity ratio of 0.0x, indicating it holds no debt relative to its shareholder equity. Its so-called current ratio, which compares short-term ******* ets to short-term liabilities, was a robust 10.2x. Free cash flow, or the cash left over after paying for operations and equipment, was approximately $282 million. Note that stock-based compensation represented roughly 50% of operating cash flow, which inflates reported cash generation since this is a non-cash expense added back in the cash flow statement.
#company
2 months ago
Raphinha has received another major accolade after his outstanding display against Feyenoord earned him a place in UEFA's Team of the Week, adding to his recent recognition in LaLiga.
The Barcelona captain was singled out by UEFA's technical observers following a performance in which he scored twice, with his opening goal particularly catching the eye.
Raphinha used a clever feint to beat two Feyenoord defenders before finishing the move in style.
UEFA's **** sment also highlighted the Brazilian's work away from the ball and his influence in several areas of the pitch.
"Against Feyenoord, the Barcelona captain led the press with impressive intensity and made runs behind the defence to create danger from deep, as well as playing between the lines, capping off his performance with two magnificent goals," the UEFA website explains.
#feyenoord #week #uefa
The Barcelona captain was singled out by UEFA's technical observers following a performance in which he scored twice, with his opening goal particularly catching the eye.
Raphinha used a clever feint to beat two Feyenoord defenders before finishing the move in style.
UEFA's **** sment also highlighted the Brazilian's work away from the ball and his influence in several areas of the pitch.
"Against Feyenoord, the Barcelona captain led the press with impressive intensity and made runs behind the defence to create danger from deep, as well as playing between the lines, capping off his performance with two magnificent goals," the UEFA website explains.
#feyenoord #week #uefa
2 months ago
Dell Technologies (DELL) shares have surged more than 316% so far in 2026, fueled by robust demand for AI infrastructure, increased enterprise investment in modernizing IT systems, and continued expansion of its customer base.
The company is also benefiting from strong demand for its AI-optimized servers, and the momentum is likely sustainable in the coming quarters. At the same time, rising AI demand is also driving demand for traditional servers and networking equipment, further strengthening Dell's long-term growth prospects.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
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RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#tens
The company is also benefiting from strong demand for its AI-optimized servers, and the momentum is likely sustainable in the coming quarters. At the same time, rising AI demand is also driving demand for traditional servers and networking equipment, further strengthening Dell's long-term growth prospects.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#tens
2 months ago
The Los Angeles Clippers are still reeling in the aftermath of a cap circumvention scandal. For their part in helping Kawhi Leonard secure millions in off-the-court, "no-show" endorsement deals, the franchise had to give up five first-round picks and $30 million, culminating in one of the most severe penalties in NBA history.
Through it all, Kawhi escaped the scandal relatively unscathed. Besides a $700K fine, he didn't face any major consequences, and even his trade to the Toronto Raptors remains completely untouched. And yet, even now, the Clippers have yet to finalize the trade, leading some executives to suspect they are considering some sort of revenge against Leonard for how he's turned his back on the team.
"The Raptors, I'm told, are eager to consummate the trade after initially placing it on hold July 9 (to guard against a Leonard suspension or the outright voiding of his contract) and still firmly believe that the deal will happen as agreed upon and intended. Ditto for Leonard and his camp," wrote NBA insider Marc Stein. "Yet the delay has naturally led some league observers to wonder aloud whether the Clippers are holding off — or considering something even more drastic — to spite Leonard for so readily accepting the league's punishment rather than invoking his right to pursue an appeal. Any formal appeal within the NBA's auspices in such matters, remember, must be initiated by the player in question rather than the team according to league by-laws."
The Clippers have given up everything for Kawhi, and they set themselves back 10 years just to make him happy. From his very arrival, Kawhi was making outlandish requests and even forced the Clippers to give up five first-round picks (along with future MVP Shai Gilgeous-Alexander) in a deal for Paul George. By the end, the total cost of Leonard's services amounts to 10 first-round picks (not counting SGA), and it was all for a team that never made the Finals.
So when the Clippers were caught holding the bag in the cap circumvention scandal, they naturally expected some level of cooperation from Leonard, someone they moved heaven and earth to appease. Instead, he settled with the NBA right away, avoiding more severe penalties while stripping the Clippers of any power to fight back.
#clippers #leonard #first
Through it all, Kawhi escaped the scandal relatively unscathed. Besides a $700K fine, he didn't face any major consequences, and even his trade to the Toronto Raptors remains completely untouched. And yet, even now, the Clippers have yet to finalize the trade, leading some executives to suspect they are considering some sort of revenge against Leonard for how he's turned his back on the team.
"The Raptors, I'm told, are eager to consummate the trade after initially placing it on hold July 9 (to guard against a Leonard suspension or the outright voiding of his contract) and still firmly believe that the deal will happen as agreed upon and intended. Ditto for Leonard and his camp," wrote NBA insider Marc Stein. "Yet the delay has naturally led some league observers to wonder aloud whether the Clippers are holding off — or considering something even more drastic — to spite Leonard for so readily accepting the league's punishment rather than invoking his right to pursue an appeal. Any formal appeal within the NBA's auspices in such matters, remember, must be initiated by the player in question rather than the team according to league by-laws."
The Clippers have given up everything for Kawhi, and they set themselves back 10 years just to make him happy. From his very arrival, Kawhi was making outlandish requests and even forced the Clippers to give up five first-round picks (along with future MVP Shai Gilgeous-Alexander) in a deal for Paul George. By the end, the total cost of Leonard's services amounts to 10 first-round picks (not counting SGA), and it was all for a team that never made the Finals.
So when the Clippers were caught holding the bag in the cap circumvention scandal, they naturally expected some level of cooperation from Leonard, someone they moved heaven and earth to appease. Instead, he settled with the NBA right away, avoiding more severe penalties while stripping the Clippers of any power to fight back.
#clippers #leonard #first
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2 months ago
WASHINGTON (AP) — Donald Trump's pitch to send Americans $5,000 checks should Republicans prevail in the November midterms is drawing scorn from some members of Congress — the very people who have constitutional authority over federal spending.
Economists and other political observers are voicing concerns about the potential effects on inflation and the national balance sheet. Taken together, it's a swift reaction that makes clear that Trump's dubious election-year gambit is likely little more than another grand promise from a politician with a long history of them.
"Donald Trump is a known liar. This is the biggest liar to ever serve in government. Period," said Rep. Robert Garcia, a California Democrat who was in Dallas on Thursday as part of his party's effort to counter Republicans' midterm convention. "The dividend is not happening."
Trump previously pledged to use savings from the Department of Government Efficiency and revenue from tariffs on foreign imports to distribute payments of $2,000 or more, but none of that came to pass.
His latest idea comes as the U.S. economy is reckoning with persistent inflation and rising interest rates, two forces that have politically undermined Republicans after previously helping them reclaim power from Democrats. Trump claimed the payments would be possible because of the economy's strength, yet consumer sentiment is weak as gasoline prices are increasing because of the war with Iran and wages are struggling to keep pace with inflation.
#inflation
Economists and other political observers are voicing concerns about the potential effects on inflation and the national balance sheet. Taken together, it's a swift reaction that makes clear that Trump's dubious election-year gambit is likely little more than another grand promise from a politician with a long history of them.
"Donald Trump is a known liar. This is the biggest liar to ever serve in government. Period," said Rep. Robert Garcia, a California Democrat who was in Dallas on Thursday as part of his party's effort to counter Republicans' midterm convention. "The dividend is not happening."
Trump previously pledged to use savings from the Department of Government Efficiency and revenue from tariffs on foreign imports to distribute payments of $2,000 or more, but none of that came to pass.
His latest idea comes as the U.S. economy is reckoning with persistent inflation and rising interest rates, two forces that have politically undermined Republicans after previously helping them reclaim power from Democrats. Trump claimed the payments would be possible because of the economy's strength, yet consumer sentiment is weak as gasoline prices are increasing because of the war with Iran and wages are struggling to keep pace with inflation.
#inflation
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0.00$
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2 months ago
Corning (GLW) stock rose Tuesday after the provider of optical communications gear for telecom networks and artificial intelligence data centers announced a multibillion-dollar agreement with longtime customer Verizon Communications (VZ). Corning stock has advanced 70% in 2026, but shares have retreated from a 52-week high set on June 30.
Under the deal, Verizon will buy optical fiber and connectivity products from 2027 to 2032 for its landline broadband network. Verizon also is building a new long-distance backbone network for cloud computing companies.
On the stock market today, Corning stock rose more than 7% to 165.70 in morning trading. Corning stock hit a high of 271.78 on June 30. Meanwhile, Verizon stock climbed nearly 1% to 50.51.
Corning was long known for its flat-panel display business and Gorilla Glass used in smartphones. But the company has pivoted to become a provider of fiber, cables, connectors and networking components needed to link AI computer servers inside and between AI data centers.
Nvidia (NVDA) recently agreed to invest up to $3.2 billion in Corning under a warrant deal. Corning plans to expand production capacity for AI data centers.
#Stock #centers
Under the deal, Verizon will buy optical fiber and connectivity products from 2027 to 2032 for its landline broadband network. Verizon also is building a new long-distance backbone network for cloud computing companies.
On the stock market today, Corning stock rose more than 7% to 165.70 in morning trading. Corning stock hit a high of 271.78 on June 30. Meanwhile, Verizon stock climbed nearly 1% to 50.51.
Corning was long known for its flat-panel display business and Gorilla Glass used in smartphones. But the company has pivoted to become a provider of fiber, cables, connectors and networking components needed to link AI computer servers inside and between AI data centers.
Nvidia (NVDA) recently agreed to invest up to $3.2 billion in Corning under a warrant deal. Corning plans to expand production capacity for AI data centers.
#Stock #centers
2 months ago
Stewart ***** et Management's flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in the Middle East restored market composure and investor optimism for continued earnings growth in the second half of the year. Volatility in share prices was noted, particularly tied to industrial trends like AI, with comparisons made to the internet boom and personal computer adoption. Despite concerns about extreme valuations and potential corrections, the conclusion is that strong earnings growth is fundamental to rising share prices, emphasizing the importance of investing in robust businesses. Please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that a
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that a
2 months ago
Despite resistance, Meghan Markle is living in the UK once again. The former actress and Prince Harry recently relocated with their two children, Prince Archie and Princess Lilibet, for an "extended period."
The family of four plans to live a private life in a non-royal residence outside of London. However, royal observers told Fox News Digital that Meghan's career could create issues with the British royal family.
More from StyleCaster
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Finally an Answer to if Meghan & Her Mom Are Still 'Close' After Reports Doria Ragland Is Heartbroken by Her UK Move
#royal #lilibet
The family of four plans to live a private life in a non-royal residence outside of London. However, royal observers told Fox News Digital that Meghan's career could create issues with the British royal family.
More from StyleCaster
Cast of Meghan's Rumored Acting Comeback Reportedly Had Controversial Reaction to Talks of Her Joining Their Show
Finally an Answer to if Meghan & Her Mom Are Still 'Close' After Reports Doria Ragland Is Heartbroken by Her UK Move
#royal #lilibet
2 months ago
FLATWOODS, Ky. — Coming into a big-time girls soccer matchup, the Wheelersburg Pirates' and Russell Red Devils' girls soccer programs already had high respect levels from their peers that were well-earned, and well-deserved.
But prior to this particular matchup, Russell, who was ranked 59th nationally among all girls soccer programs in the entire United States, had all the pub.
However, the Lady Devils, who entered the match with a 6-0 overall record, weren't the better team on Thursday evening.
Wheelersburg continued to show onlookers and observers why a potential program history making postseason run could certainly be in the cards, as the Lady Pirates knocked the Lady Devils off the perch of the unbeaten in an impressive 3-1 road win at the Russell Soccer Complex in Flatwoods, Ky.
The win elevated Jon Estep's girls team to a perfect 6-0 — and an unblemished 4-0 on the road to begin 2026.
#flatwoods #pirates
But prior to this particular matchup, Russell, who was ranked 59th nationally among all girls soccer programs in the entire United States, had all the pub.
However, the Lady Devils, who entered the match with a 6-0 overall record, weren't the better team on Thursday evening.
Wheelersburg continued to show onlookers and observers why a potential program history making postseason run could certainly be in the cards, as the Lady Pirates knocked the Lady Devils off the perch of the unbeaten in an impressive 3-1 road win at the Russell Soccer Complex in Flatwoods, Ky.
The win elevated Jon Estep's girls team to a perfect 6-0 — and an unblemished 4-0 on the road to begin 2026.
#flatwoods #pirates
