20 hours ago
Marvell Technology (NASDAQ: MRVL) has been a big winner this year, with the stock up more than 130% in 2026, as of the end of October. However, an announced deal to acquire Lumentum (NASDAQ: LITE) could be a game changer for what has already been a good story.
This deal is all about optical networking, as it will combine Marvell's leadership in optical interconnects with Lumentum's strength in lasers. Marvell called the deal a "once-in-a-generation opportunity to define and lead AI connectivity in the era of integrated optics," as it will provide the company with end-to-end design capabilities that will allow it to accelerate its time to market and solve the increasing complexity of scale-up and scale-out networks.
Missed AI's "Act 1"? Act 2 Could Be 16x 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 see what this could all mean for investors.
The two companies' optics technologies are very complementary. In an optical network, Marvell provides electronic components such as DSPs (digital signal processors) that prepare data to be converted into optical signals; transimpedance amplifiers (TIAs) that convert light signals back into electrical signals; and silicon photonics (SiPho) engines that combine hundreds of components to improve the performance and energy efficiency of optical interconnects.
#interconnects
This deal is all about optical networking, as it will combine Marvell's leadership in optical interconnects with Lumentum's strength in lasers. Marvell called the deal a "once-in-a-generation opportunity to define and lead AI connectivity in the era of integrated optics," as it will provide the company with end-to-end design capabilities that will allow it to accelerate its time to market and solve the increasing complexity of scale-up and scale-out networks.
Missed AI's "Act 1"? Act 2 Could Be 16x 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 see what this could all mean for investors.
The two companies' optics technologies are very complementary. In an optical network, Marvell provides electronic components such as DSPs (digital signal processors) that prepare data to be converted into optical signals; transimpedance amplifiers (TIAs) that convert light signals back into electrical signals; and silicon photonics (SiPho) engines that combine hundreds of components to improve the performance and energy efficiency of optical interconnects.
#interconnects
6 days ago
The iconic skyline of Milan is set for a historic transformation as the city's two footballing heavyweights prepare to move into a state-of-the-art new home. In a move that signals a massive shift in the financial landscape of Serie A, AC Milan and Inter have officially secured a record-breaking naming rights partnership with Italian insurance giant Generali for their future shared arena.
Milan and Inter have agreed a staggering 20-year naming rights contract with Generali, which ESPN reports is worth €650 million (£545m/$725m). The new 71,500-capacity venue will be officially known as the Generali Stadium, effectively replacing the historic San Siro. The clubs purchased the required land from the city last November for €197m, paving the way for the eventual demolition of their legendary current home.
Construction is targeted to begin in 2028, with the first matches scheduled for the 2031-32 campaign, pending necessary approvals. Spearheaded by respective ownership groups RedBird Capital Partners and Oaktree, the stadium project also anchors a wider urban regeneration plan featuring new retail, leisure, and green ******* es.
The massive financial commitment eclipses the $700m agreement struck by Crypto.com in 2021 for the Los Angeles arena shared by the Lakers and Kings. It stands as a monumental boost for the two Serie A giants as they look to modernise and bridge the matchday revenue gap with Europe's elite.
A new symbol for Milano.
A new home for future generations of fans.
Generali Stadium 🏟️GENERALI pic.twitter.com/c7D0827E7T
#generali #historic
Milan and Inter have agreed a staggering 20-year naming rights contract with Generali, which ESPN reports is worth €650 million (£545m/$725m). The new 71,500-capacity venue will be officially known as the Generali Stadium, effectively replacing the historic San Siro. The clubs purchased the required land from the city last November for €197m, paving the way for the eventual demolition of their legendary current home.
Construction is targeted to begin in 2028, with the first matches scheduled for the 2031-32 campaign, pending necessary approvals. Spearheaded by respective ownership groups RedBird Capital Partners and Oaktree, the stadium project also anchors a wider urban regeneration plan featuring new retail, leisure, and green ******* es.
The massive financial commitment eclipses the $700m agreement struck by Crypto.com in 2021 for the Los Angeles arena shared by the Lakers and Kings. It stands as a monumental boost for the two Serie A giants as they look to modernise and bridge the matchday revenue gap with Europe's elite.
A new symbol for Milano.
A new home for future generations of fans.
Generali Stadium 🏟️GENERALI pic.twitter.com/c7D0827E7T
#generali #historic
10 days ago
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If you've dreamed of becoming a millionaire, you're not alone. To many, hitting this financial milestone signals you've "made it." With ******* ets valued at seven figures, you can wave goodbye to many of the financial stressors that nagged at you when you had less.
However, with inflation eroding the value of the dollar with each passing year, being a millionaire doesn't mean what it used to. As a result, there are more millionaires today than there used to be, and becoming one might be more within your reach.
Read on to learn more about how many millionaires there are in the U.S. today and ways you can grow your net worth to become a millionaire too.
The term "millionaire" can have a range of different meanings depending on who you ask. Some people may define a millionaire as someone who earns a seven-figure income each year. But the most widely accepted definition is someone with a net worth of at least $1 million.
#millionaire #financial #seven #used
If you've dreamed of becoming a millionaire, you're not alone. To many, hitting this financial milestone signals you've "made it." With ******* ets valued at seven figures, you can wave goodbye to many of the financial stressors that nagged at you when you had less.
However, with inflation eroding the value of the dollar with each passing year, being a millionaire doesn't mean what it used to. As a result, there are more millionaires today than there used to be, and becoming one might be more within your reach.
Read on to learn more about how many millionaires there are in the U.S. today and ways you can grow your net worth to become a millionaire too.
The term "millionaire" can have a range of different meanings depending on who you ask. Some people may define a millionaire as someone who earns a seven-figure income each year. But the most widely accepted definition is someone with a net worth of at least $1 million.
#millionaire #financial #seven #used
28 days ago
We now have a better idea of exactly who the biggest creators are on social media. ESHAP and What's Trending have partnered to unveil the second annual Creator Map, a guide to the biggest creators by platform. And TheWrap has your first look at their findings.
The Creator Map will be unveiled later today at the first Jupiter Festival Miami, which is sponsored by YouTube. Evan Shapiro, media cartographer and ESHAP founder and CEO; Shira Lazar, What's Trending founder and CEO; and Jon Goss, CEO of the Lighthouse will unveil the project on the main stage of the event.
Described as the "definitive visual guide to the creator ecosphere," the Creator Map offers a data-informed view of the creator economy, an industry that can often feel confusing and chaotic from an outsider perspective. For the first time, the top 200 creators across Instagram, YouTube and TikTok will have both their follower counts and Affinity Quotient scores published on the map. Sponsored by Whalar Group and with data powered by Whalar's creator operating system Foam, the Affinity Quotient measures the depth of audience engagement and places a greater emphasis on active signals such as shares and saves than on passive interactions. That's an important insight as engagement rather than follower count has become the top metric in the creator economy. The Creator Affinity 100 list was first presented at this this year's IBC and identified 100 creators generating the greatest affinity among their audiences.
The map also identifies top creators across Snap, Facebook, LinkedIn, X, Twitch, Pinterest and Rumble, along with the top Substack publishers and podcasters. Additionally, it identifies some of the top agencies, studios, technology tools, payment platforms and other companies powering the creator ecosystem. Check it out below:
ESHAP and What's Trending Creator Map (Photo Credit: ESHAP, What's Trending)
#biggest
The Creator Map will be unveiled later today at the first Jupiter Festival Miami, which is sponsored by YouTube. Evan Shapiro, media cartographer and ESHAP founder and CEO; Shira Lazar, What's Trending founder and CEO; and Jon Goss, CEO of the Lighthouse will unveil the project on the main stage of the event.
Described as the "definitive visual guide to the creator ecosphere," the Creator Map offers a data-informed view of the creator economy, an industry that can often feel confusing and chaotic from an outsider perspective. For the first time, the top 200 creators across Instagram, YouTube and TikTok will have both their follower counts and Affinity Quotient scores published on the map. Sponsored by Whalar Group and with data powered by Whalar's creator operating system Foam, the Affinity Quotient measures the depth of audience engagement and places a greater emphasis on active signals such as shares and saves than on passive interactions. That's an important insight as engagement rather than follower count has become the top metric in the creator economy. The Creator Affinity 100 list was first presented at this this year's IBC and identified 100 creators generating the greatest affinity among their audiences.
The map also identifies top creators across Snap, Facebook, LinkedIn, X, Twitch, Pinterest and Rumble, along with the top Substack publishers and podcasters. Additionally, it identifies some of the top agencies, studios, technology tools, payment platforms and other companies powering the creator ecosystem. Check it out below:
ESHAP and What's Trending Creator Map (Photo Credit: ESHAP, What's Trending)
#biggest
1 month ago
Macro investor Jordi Visser warns Bitcoin below $80,000 on October 31 signals "a problem," with BTC currently trading at $85,896.
Bitcoin gained 33% over three months but has slowed to 2.3% weekly growth and sits 31% below its year-ago price.
Investors from October 2025 remain down 32% from Bitcoin's all-time high of $126,080 regardless of whether Visser's benchmark holds.
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)
Bitcoin (CRYPTO:BTC) trades at $85,896, leaving it 7.4% above the critical $80,000 mark that macro investor Jordi Visser emphasizes. In a September 19 episode of The Pomp Podcast, Visser stated, "If bitcoin is below 80,000 by the end of October, there's a problem."
#building
Bitcoin gained 33% over three months but has slowed to 2.3% weekly growth and sits 31% below its year-ago price.
Investors from October 2025 remain down 32% from Bitcoin's all-time high of $126,080 regardless of whether Visser's benchmark holds.
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)
Bitcoin (CRYPTO:BTC) trades at $85,896, leaving it 7.4% above the critical $80,000 mark that macro investor Jordi Visser emphasizes. In a September 19 episode of The Pomp Podcast, Visser stated, "If bitcoin is below 80,000 by the end of October, there's a problem."
#building
1 month ago
JNJ and PG both trade at 21x forward earnings, but J&J's 46% payout ratio versus P&G's 62% signals stronger long-term dividend coverage.
P&G carries a $1.4 billion after-tax earnings headwind into fiscal 2027, while J&J has already absorbed its Stelara biosimilar competition.
J&J's 10-year share price gain of 181% nearly doubled P&G's 117%, with management targeting double-digit earnings growth by decade's end.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Johnson & Johnson (NYSE:JNJ) orProcter & Gamble (NYSE:PG): If someone saving for retirement could hold only one Dividend King for the next 20 years, which one should it be? My pick is Johnson & Johnson, and the gap is wider than the yields suggest. Both stocks trade near 21 times forward earnings (P&G at 21), so valuation is effectively a tie. The decision comes down to three things that matter more to a retiree: dividend coverage, durability and structural risk.
#trade
P&G carries a $1.4 billion after-tax earnings headwind into fiscal 2027, while J&J has already absorbed its Stelara biosimilar competition.
J&J's 10-year share price gain of 181% nearly doubled P&G's 117%, with management targeting double-digit earnings growth by decade's end.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Johnson & Johnson (NYSE:JNJ) orProcter & Gamble (NYSE:PG): If someone saving for retirement could hold only one Dividend King for the next 20 years, which one should it be? My pick is Johnson & Johnson, and the gap is wider than the yields suggest. Both stocks trade near 21 times forward earnings (P&G at 21), so valuation is effectively a tie. The decision comes down to three things that matter more to a retiree: dividend coverage, durability and structural risk.
#trade
1 month ago
Astronomers say they have directly detected the first-ever radio emission from a planet outside the solar system. The signal, however, is evidence of a colossal magnetic field — not intelligent life.
“I know radio signals are **** ociated with searches for extraterrestrial intelligence,” said Edo Berger, a professor of astronomy at Harvard University. “But this is something very different.”
The discovery, described in a new paper awaiting publication in a peer-reviewed journal, traces repeating radio bursts that appear to come from the exoplanet Beta Pictoris b, located 63 light-years from Earth — a short distance, astronomically speaking. The gas giant, about 12 times the mass of Jupiter, is one of three planets orbiting a young star that is 1.75 times as massive as the sun.
Processes **** ociated with the planet’s magnetic field produce the radio emission, according to Berger, a researcher at the Center for Astrophysics | Harvard & Smithsonian in Cambridge, Massachusetts. Specifically, the detection involves auroras similar to Earth’s northern lights — the spectacular displays sparked by magnetic storms involving charged particles from the sun. “In order to see radio waves that extend all the way to the frequencies that we observed, you need an incredibly strong magnetic field,” added Berger, a coauthor of the paper posted September 15 to the preprint platform ArXiv.
New evidence deepens mystery of moon’s ancient magnetic field
#radio #evidence
“I know radio signals are **** ociated with searches for extraterrestrial intelligence,” said Edo Berger, a professor of astronomy at Harvard University. “But this is something very different.”
The discovery, described in a new paper awaiting publication in a peer-reviewed journal, traces repeating radio bursts that appear to come from the exoplanet Beta Pictoris b, located 63 light-years from Earth — a short distance, astronomically speaking. The gas giant, about 12 times the mass of Jupiter, is one of three planets orbiting a young star that is 1.75 times as massive as the sun.
Processes **** ociated with the planet’s magnetic field produce the radio emission, according to Berger, a researcher at the Center for Astrophysics | Harvard & Smithsonian in Cambridge, Massachusetts. Specifically, the detection involves auroras similar to Earth’s northern lights — the spectacular displays sparked by magnetic storms involving charged particles from the sun. “In order to see radio waves that extend all the way to the frequencies that we observed, you need an incredibly strong magnetic field,” added Berger, a coauthor of the paper posted September 15 to the preprint platform ArXiv.
New evidence deepens mystery of moon’s ancient magnetic field
#radio #evidence
2 months ago
On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, but that was notably lower than the demand Alphabet saw for its own sterling debut in February, a sign ******* ysts said shows hyperscaler borrowing may be starting to test the limits of investor appetite.
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.
#sterling #infrastructure #NASDAQ #amzn
2 months ago
By Exec-Edge Editorial Staff
Sir Lynton Crosby has spent four decades reading public opinion for people who couldn't afford to get it wrong — prime ministers, presidents, and the boards of some of the world's largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of the most quietly influential shops in political and corporate consulting, with offices across eight countries and a client roster that spans government, industry, and advocacy. In recent years, CT Group has turned its research apparatus toward a subject closer to home for the business community it serves: capitalism itself, and why the system's public standing hasn't kept pace with its performance. We spoke with Crosby about what the firm's research found, and what it means for how business leaders talk about the system they operate in.
Exec Edge: CT Group ran a large-scale study on public attitudes toward capitalism. What prompted that?
We had seen a number of signals that some of the trending narratives on how the public felt about the predominant economic system were misleading. But we don't operate on feelings, but instead we respond to data, so we tested it. There's a narrative that's taken hold since the financial crisis — that the public has simply given up on capitalism, that a decade of scandals and populist politics has turned the average voter against the system outright. We fielded a nationally representative survey of 3,000 people, backed by focus groups, to find out if that was actually true or if something more specific was going on. It turned out to be the latter.
Exec Edge: What did the research actually find?
#edge #Research #turned
Sir Lynton Crosby has spent four decades reading public opinion for people who couldn't afford to get it wrong — prime ministers, presidents, and the boards of some of the world's largest companies. As Executive Chairman of CT Group, the research and strategy firm he co-founded, Crosby has built one of the most quietly influential shops in political and corporate consulting, with offices across eight countries and a client roster that spans government, industry, and advocacy. In recent years, CT Group has turned its research apparatus toward a subject closer to home for the business community it serves: capitalism itself, and why the system's public standing hasn't kept pace with its performance. We spoke with Crosby about what the firm's research found, and what it means for how business leaders talk about the system they operate in.
Exec Edge: CT Group ran a large-scale study on public attitudes toward capitalism. What prompted that?
We had seen a number of signals that some of the trending narratives on how the public felt about the predominant economic system were misleading. But we don't operate on feelings, but instead we respond to data, so we tested it. There's a narrative that's taken hold since the financial crisis — that the public has simply given up on capitalism, that a decade of scandals and populist politics has turned the average voter against the system outright. We fielded a nationally representative survey of 3,000 people, backed by focus groups, to find out if that was actually true or if something more specific was going on. It turned out to be the latter.
Exec Edge: What did the research actually find?
#edge #Research #turned
2 months ago
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
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
2 months ago
Markel mirrors Berkshire's three-engine model of insurance, equities, and operating businesses, with $18.84 billion in float and $429.5 million in 2025 buybacks, but its $22 billion market cap makes it a fundamentally different species.
Markel's combined ratio improved to 94.6% in 2025, yet shares are down 17% year to date while trailing Berkshire's 10-year return by 155 percentage points.
Three signals determine the Markel thesis: whether the combined ratio holds in the low 90s, buybacks sustain pace, and Markel Ventures remains inside the group.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Berkshire Hathaway didn't make the cut. Enter your email to see the names that beat BRK-B. The report is free. Enter your email and see if any of your stocks made the cut.
Warren Buffett has stepped down as board chair of Berkshire Hathaway, with Greg Abel now running the company. The handoff has revived a question value investors have batted around for a decade: with the Oracle off the field, is Markel Group (NYSE:MKL) the closest thing left to early Berkshire Hathaway (NYSE:BRK-B)?
#hathaway #group #market
Markel's combined ratio improved to 94.6% in 2025, yet shares are down 17% year to date while trailing Berkshire's 10-year return by 155 percentage points.
Three signals determine the Markel thesis: whether the combined ratio holds in the low 90s, buybacks sustain pace, and Markel Ventures remains inside the group.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Berkshire Hathaway didn't make the cut. Enter your email to see the names that beat BRK-B. The report is free. Enter your email and see if any of your stocks made the cut.
Warren Buffett has stepped down as board chair of Berkshire Hathaway, with Greg Abel now running the company. The handoff has revived a question value investors have batted around for a decade: with the Oracle off the field, is Markel Group (NYSE:MKL) the closest thing left to early Berkshire Hathaway (NYSE:BRK-B)?
#hathaway #group #market
2 months ago
SEIC provides investment processing, management, and operational platforms for private banks, financial advisors, institutional investors, and financial managers. SEIC's second-quarter fiscal 2026 report showed revenue of $641.6 million (a 14.7% year-over-year gain), adjusted per-share earnings of $1.66 (a 38% rise), $207 million in operating income (a 36% jump) – all of which were quarterly records – and the company has nearly $400 million in cash for more growth ahead.
It's no wonder SEIC shares are up 28% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock
Institutional volumes reveal plenty. Over the last year, SEIC has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in SEIC shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of financials names are under accumulation right now. But there's a powerful fundamental story happening with SEI.
#institutional #investors #Stock
It's no wonder SEIC shares are up 28% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock
Institutional volumes reveal plenty. Over the last year, SEIC has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in SEIC shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of financials names are under accumulation right now. But there's a powerful fundamental story happening with SEI.
#institutional #investors #Stock
2 months ago
Picture a snowy mountain slope in France or an elite tennis court during a grand slam. Whether it is an Arc'teryx jacket designed for the harshest alpine conditions or a Wilson racket in the hands of a professional, Amer Sports (NYSE:AS) equips the world's most demanding athletes. The company functions as a global powerhouse in athletic gear and apparel, operating a premium multi-brand platform that spans from high-end technical clothing to specialized sports equipment. With its current stock price at $27.26 as of Sept. 16, 2026, the company has seen the stock decline 26% over the past year, reflecting the market's digestion of its rapid post-IPO scaling.
Our proprietary Hidden Gems scoring system **** igns Amer Sports an overall Superscore of 75 out of 100, placing it in the Above Average category. This score ranks the company in the Top ~21% of every company we evaluate, ahead of roughly 79 out of every 100 firms we score. The Superscore serves as a data-driven starting point, and this article examines both the operational momentum fueling its recent success and the structural hurdles that keep the company below top-tier rankings, helping you weigh these signals against your own research.
Strong revenue momentum: The company achieved 27% year-over-year revenue growth in 2025, reaching $6.6 billion as it successfully scaled its brand-led platform across global markets.
Effective channel pivot: Direct-to-consumer revenue surged 43% in 2025, allowing the company to capture higher margins and deepen its direct relationship with premium consumers.
Expanding operational efficiency: Adjusted EBITDA margins widened to 18% in 2025, demonstrating that the company's shared infrastructure strategy is successfully converting scale into bottom-line profitability.
#company #sports #global #premium
Our proprietary Hidden Gems scoring system **** igns Amer Sports an overall Superscore of 75 out of 100, placing it in the Above Average category. This score ranks the company in the Top ~21% of every company we evaluate, ahead of roughly 79 out of every 100 firms we score. The Superscore serves as a data-driven starting point, and this article examines both the operational momentum fueling its recent success and the structural hurdles that keep the company below top-tier rankings, helping you weigh these signals against your own research.
Strong revenue momentum: The company achieved 27% year-over-year revenue growth in 2025, reaching $6.6 billion as it successfully scaled its brand-led platform across global markets.
Effective channel pivot: Direct-to-consumer revenue surged 43% in 2025, allowing the company to capture higher margins and deepen its direct relationship with premium consumers.
Expanding operational efficiency: Adjusted EBITDA margins widened to 18% in 2025, demonstrating that the company's shared infrastructure strategy is successfully converting scale into bottom-line profitability.
#company #sports #global #premium
2 months ago
On September 2, 2026, Phreesia, Inc. (NYSE:PHR) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 10% to $129.5 million and adjusted EBITDA climbed to $32.9 million from $22.1 million a year earlier, a 25% margin. Net income reached $1.9 million, marking the company's fifth consecutive quarter of profitability. Management reaffirmed full-year revenue guidance of $510 million to $520 million and adjusted EBITDA of $125 million to $135 million.
The disagreement on Wall Street is about what that reaffirmation actually signals.
Wells Fargo found the highlight in Network Solutions, which grew 9% year-over-year, and pointed to the ProviderConnect pilot delivering a 4% prescription lift in a GLP-1 campaign that management says is generating follow-on business; the firm raised its target on Phreesia, Inc. (NYSE:PHR) to $10 from $9 while holding an Equal Weight rating.
DA Davidson stayed at Buy despite trimming its target on Phreesia, Inc. (NYSE:PHR) to $13 from $14, arguing the stock sold off on a reiterated guide even though network solutions activity is tracking more encouragingly than the prior outlook and AccessOne is opening a growing opportunity in alternative consumer payment options.
Baird ******* yst Joe Vruwink lifted his target to $11 from $10 at Neutral after updating his model.
#million #solutions
The disagreement on Wall Street is about what that reaffirmation actually signals.
Wells Fargo found the highlight in Network Solutions, which grew 9% year-over-year, and pointed to the ProviderConnect pilot delivering a 4% prescription lift in a GLP-1 campaign that management says is generating follow-on business; the firm raised its target on Phreesia, Inc. (NYSE:PHR) to $10 from $9 while holding an Equal Weight rating.
DA Davidson stayed at Buy despite trimming its target on Phreesia, Inc. (NYSE:PHR) to $13 from $14, arguing the stock sold off on a reiterated guide even though network solutions activity is tracking more encouragingly than the prior outlook and AccessOne is opening a growing opportunity in alternative consumer payment options.
Baird ******* yst Joe Vruwink lifted his target to $11 from $10 at Neutral after updating his model.
#million #solutions
2 months ago
The dollar index (DXY00) fell from a new 1.5-month high on Thursday and finished down by -0.03%. The dollar posted modest losses on Thursday as a sharp rally in stocks curbed demand for dollar liquidity. Lower T-note yields on Thursday also weighed on the dollar.
Dollar losses were limited Thursday after US weekly jobless claims unexpectedly fell to an 8-week low, signaling a strong labor market. The dollar also has carryover support from Wednesday when the FOMC raised interest rates by 25 bp and signaled another rate hike by the end of the year.
Dollar Soars as Fed Hikes Rates and Signals More to Come
Dollar Weakens with Crude Oil Prices and T-Note Yields
Dollar Posts Modest Gains Ahead of Expected Fed Rate Hike
#modest #rates
Dollar losses were limited Thursday after US weekly jobless claims unexpectedly fell to an 8-week low, signaling a strong labor market. The dollar also has carryover support from Wednesday when the FOMC raised interest rates by 25 bp and signaled another rate hike by the end of the year.
Dollar Soars as Fed Hikes Rates and Signals More to Come
Dollar Weakens with Crude Oil Prices and T-Note Yields
Dollar Posts Modest Gains Ahead of Expected Fed Rate Hike
#modest #rates
2 months ago
Oddity Tech Ltd. (NASDAQ:ODD) reported second-quarter revenue of approximately $181 million on September 9, down 25% from $241 million a year earlier. Company-defined non-GAAP adjusted EBITDA fell to $13 million from $70 million. This measure excludes net financial income, income taxes, depreciation and amortization, share-based compensation, and certain unusual or nonrecurring items from net income.
Management attributed the disruption primarily to an advertising-algorithm problem affecting IL MAKIAGE. Oddity Tech Ltd. (NASDAQ:ODD) expects third-quarter revenue to decline approximately 5% year over year, with adjusted EBITDA of $18 million to $20 million. The sequential improvement describes a narrowing year-over-year revenue decline.
Management's diagnosis centers on distorted advertising signals that impair IL MAKIAGE's ability to reach suitable customers at acceptable acquisition costs. Oddity Tech Ltd. (NASDAQ:ODD) is testing changes with its largest advertising partner to retrain the algorithm. If those changes restore profitable customer acquisition, the existing brand could recover without a fundamental overhaul of its products.
Other brands provide operating evidence beyond that hypothesis. SpoiledChild delivered double-digit quarterly revenue growth, and management expects at least 35% growth for 2026, approaching $350 million in revenue. Management expects METHODIQ's first-year revenue to exceed SpoiledChild's first-year result.
These results support the argument that Oddity Tech Ltd. (NASDAQ:ODD) can build additional brands using its technology platform. A broader sales base could gradually reduce dependence on IL MAKIAGE, while successful customer retention would help recover upfront advertising spending over multiple purchases.
#revenue #NASDAQ #advertising #expects
Management attributed the disruption primarily to an advertising-algorithm problem affecting IL MAKIAGE. Oddity Tech Ltd. (NASDAQ:ODD) expects third-quarter revenue to decline approximately 5% year over year, with adjusted EBITDA of $18 million to $20 million. The sequential improvement describes a narrowing year-over-year revenue decline.
Management's diagnosis centers on distorted advertising signals that impair IL MAKIAGE's ability to reach suitable customers at acceptable acquisition costs. Oddity Tech Ltd. (NASDAQ:ODD) is testing changes with its largest advertising partner to retrain the algorithm. If those changes restore profitable customer acquisition, the existing brand could recover without a fundamental overhaul of its products.
Other brands provide operating evidence beyond that hypothesis. SpoiledChild delivered double-digit quarterly revenue growth, and management expects at least 35% growth for 2026, approaching $350 million in revenue. Management expects METHODIQ's first-year revenue to exceed SpoiledChild's first-year result.
These results support the argument that Oddity Tech Ltd. (NASDAQ:ODD) can build additional brands using its technology platform. A broader sales base could gradually reduce dependence on IL MAKIAGE, while successful customer retention would help recover upfront advertising spending over multiple purchases.
#revenue #NASDAQ #advertising #expects
2 months ago
Shares of Occidental Petroleum Corp (NYSE:OXY) are trading lower Wednesday as energy equities experience broad profit-taking alongside a pullback in crude oil prices.
The weakness in benchmark energy commodities comes as fresh market data indicates a weekly drawdown in U.S. crude inventories, dampening immediate commodity momentum alongside sector-wide risk mitigation ahead of the Federal Reserve's afternoon interest rate decision.
Occidental Petroleum stock is taking a hit today. Why are OXY shares down?
A major catalyst cooling OXY's momentum today is the latest U.S. crude oil inventory report. The Energy Information Administration reported that crude stockpiles fell by just 640,000 barrels for the week ending Sept. 11, missing market expectations for a significantly larger drawdown.
Because a smaller-than-expected inventory draw signals softer overall energy demand, crude prices faced renewed downward pressure, pulling upstream producers like Occidental lower in tandem.
#lower #taking #alongside #market
The weakness in benchmark energy commodities comes as fresh market data indicates a weekly drawdown in U.S. crude inventories, dampening immediate commodity momentum alongside sector-wide risk mitigation ahead of the Federal Reserve's afternoon interest rate decision.
Occidental Petroleum stock is taking a hit today. Why are OXY shares down?
A major catalyst cooling OXY's momentum today is the latest U.S. crude oil inventory report. The Energy Information Administration reported that crude stockpiles fell by just 640,000 barrels for the week ending Sept. 11, missing market expectations for a significantly larger drawdown.
Because a smaller-than-expected inventory draw signals softer overall energy demand, crude prices faced renewed downward pressure, pulling upstream producers like Occidental lower in tandem.
#lower #taking #alongside #market
2 months ago
XLE has surged 46% year-to-date while XLY dropped 7%, with defensive XLP up 9% as markets rotate away from consumer exposure.
XLF's soft 4% gain signals financial stocks aren't pricing a healthy cycle, with the 10-year/2-year Treasury spread flattened to 0.33%.
Torres pegs $120 WTI as the consumer spending breaking point, still 20% above current prices but reminiscent of 2022's economy-crushing oil surge.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
The national average price of regular gasoline jumped 16 cents in a single week to $4.32 a gallon on September 14, 2026, a move that puts the pump price in the 90th percentile of the past year and caps a 7.8% jump in one month. The proximate cause sits upstream: WTI crude cleared $97.26 a barrel on September 9 after running up 16.1% in a month, and Brent has traded through the $100 line. On Fed decision day, a CNBC Morning Call panel put a number on where this stops being an inconvenience and starts being a recession.
#september #cnbc
XLF's soft 4% gain signals financial stocks aren't pricing a healthy cycle, with the 10-year/2-year Treasury spread flattened to 0.33%.
Torres pegs $120 WTI as the consumer spending breaking point, still 20% above current prices but reminiscent of 2022's economy-crushing oil surge.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
The national average price of regular gasoline jumped 16 cents in a single week to $4.32 a gallon on September 14, 2026, a move that puts the pump price in the 90th percentile of the past year and caps a 7.8% jump in one month. The proximate cause sits upstream: WTI crude cleared $97.26 a barrel on September 9 after running up 16.1% in a month, and Brent has traded through the $100 line. On Fed decision day, a CNBC Morning Call panel put a number on where this stops being an inconvenience and starts being a recession.
#september #cnbc
2 months ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Wealth management firms aren't the only ones trying to be one-stop shops.
Earlier this month, the cryptocurrency exchange Binance began offering direct access to options on more than 1,000 US stocks and ETFs. Although these **** ets are currently available only to international customers, it's the latest effort by a major crypto operation to make its mark on the world of traditional finance, and vice versa, as crypto ETFs' popularity continues to attract broker-dealers and banks. The move also signals the platform's goal of presenting itself to investors as more than just a crypto marketplace.
"Binance increasingly wants to be viewed as a full investment platform," said Hesom Parhizkar, cofounder of AdvizorPro. "Crypto remains a relatively small pool of **** ets compared with the enormous traditional wealth management and RIA markets, so offering stocks, ETFs and related products gives Binance access to a much larger opportunity."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#daily #upside #wealth #investors
Wealth management firms aren't the only ones trying to be one-stop shops.
Earlier this month, the cryptocurrency exchange Binance began offering direct access to options on more than 1,000 US stocks and ETFs. Although these **** ets are currently available only to international customers, it's the latest effort by a major crypto operation to make its mark on the world of traditional finance, and vice versa, as crypto ETFs' popularity continues to attract broker-dealers and banks. The move also signals the platform's goal of presenting itself to investors as more than just a crypto marketplace.
"Binance increasingly wants to be viewed as a full investment platform," said Hesom Parhizkar, cofounder of AdvizorPro. "Crypto remains a relatively small pool of **** ets compared with the enormous traditional wealth management and RIA markets, so offering stocks, ETFs and related products gives Binance access to a much larger opportunity."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#daily #upside #wealth #investors
2 months ago
The dollar index (DXY00) climbed to a 2-week high today and is up by +0.09%. The dollar is climbing today on signs of US economic growth after Aug retail sales rose more than expected. The dollar also has support on expectations that the Fed will raise interest rates by 25 bp at today's FOMC meeting.
Higher stocks today have curbed demand for dollar liquidity. Also, the larger-than-expected decline in the Sep NAHB housing market index is negative for the dollar. In addition, today's -2% decline in WTI crude oil lowers inflation expectations and is dovish for Fed policy and bearish for the dollar.
Dollar Rises on Surging Crude Prices and T-Note Yields
Dollar Supported by Higher Crude Prices and T-Note Yields
Dollar Soars as Fed Hikes Rates and Signals More to Come
#today #higher #note #rates
Higher stocks today have curbed demand for dollar liquidity. Also, the larger-than-expected decline in the Sep NAHB housing market index is negative for the dollar. In addition, today's -2% decline in WTI crude oil lowers inflation expectations and is dovish for Fed policy and bearish for the dollar.
Dollar Rises on Surging Crude Prices and T-Note Yields
Dollar Supported by Higher Crude Prices and T-Note Yields
Dollar Soars as Fed Hikes Rates and Signals More to Come
#today #higher #note #rates
2 months ago
Walmart and SCAN Health Plan announced a partnership on Wednesday to offer co-branded Medicare Advantage plans in two states, targeting a pool of more than two million Medicare enrollees.
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.
#Wellness #members #scan #advantage
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.
#Wellness #members #scan #advantage
2 months ago
Dow Jones futures rose modestly early Wednesday, along with S&P 500 futures and Nasdaq futures. The Federal Reserve is expected to raise interest rates amid soaring oil prices and Treasury yields.
The stock market saw further losses Tuesday with the Nasdaq and S&P 500 dropping below their 50-day moving averages. The 10-year Treasury yield is at 5% while crude oil prices jumped amid global conflicts.
Salesforce (CRM) fell slightly amid its annual Dreamforce conference but is still near entries. ServiceNow (NOW) rose within a buy zone while Twilio (TWLO) and Dynatrace (DT) reclaimed buy points. Cybersecurity plays Qualys (QLYS), Fortinet (FTNT) and Palo Alto Networks (PANW) flashed buy signals.
Outside of software, Energy play APA Corp. (APA) and Guardant Health (GH) are actionable.
Guardant Health and Twilio are on Leaderboard. Twilio stock, Salesforce and Guardant are on SwingTrader. Salesforce stock is on the IBD 50. Fortinet stock, Salesforce and Dynatrace are on the IBD Big Cap 20.
#Stock #futures
The stock market saw further losses Tuesday with the Nasdaq and S&P 500 dropping below their 50-day moving averages. The 10-year Treasury yield is at 5% while crude oil prices jumped amid global conflicts.
Salesforce (CRM) fell slightly amid its annual Dreamforce conference but is still near entries. ServiceNow (NOW) rose within a buy zone while Twilio (TWLO) and Dynatrace (DT) reclaimed buy points. Cybersecurity plays Qualys (QLYS), Fortinet (FTNT) and Palo Alto Networks (PANW) flashed buy signals.
Outside of software, Energy play APA Corp. (APA) and Guardant Health (GH) are actionable.
Guardant Health and Twilio are on Leaderboard. Twilio stock, Salesforce and Guardant are on SwingTrader. Salesforce stock is on the IBD 50. Fortinet stock, Salesforce and Dynatrace are on the IBD Big Cap 20.
#Stock #futures
2 months ago
The U.S. fuel crisis stemming from the ongoing war in Iran has now reached the retail shelf, with Costco Wholesale (COST) nearly doubling the price of its Kirkland Signature full-synthetic motor oil from roughly $30 to $58 per 5-quart two-pack, while simultaneously capping purchases at two units per membership every seven days.
It's an extraordinary move for a retailer whose entire brand identity rests on bulk buying at deep discounts, and it signals that severe supply chain disruptions are spreading well beyond the gasoline pump.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#supply #wholesale
It's an extraordinary move for a retailer whose entire brand identity rests on bulk buying at deep discounts, and it signals that severe supply chain disruptions are spreading well beyond the gasoline pump.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Crude Prices Soar as Global Oil Supplies Continue to Tighten
Middle East Supply Constraints Lift Crude Oil Prices
#supply #wholesale
2 months ago
In XRP news today, its 30-day liquidity index on Binance has climbed to 0.0675, the highest reading in about six months. Its 30-day turnover recovered to approximately $4.6 billion after sinking to between $2 billion and $3 billion during July and August.
The rebound signals that XRP liquidity conditions have meaningfully improved, but a deeper order book supports both accumulation and distribution equally well, and is leaving the question of which side actually controls this market unanswered.
The liquidity index measures how easily traders can move XRP in and out of positions without moving the price against themselves, calculated against how quickly XRP turns over relative to what Binance holds on its books. A rising reading means faster turnover and tighter execution, which is exactly what the data shows.
XRP closed August up about 28.5%, its strongest August performance since 2021, while U.S. spot XRP ETF products pulled in $153.55 million of inflows that month.
Now, the flow data from the end of last week complicates a clean bullish read. More than 91 million XRP moved into Binance on the 11th, and over 113 million XRP moved out, both six-month highs in single-day volume. Withdrawals outpaced deposits by 22.7 million XRP, yet Binance's total XRP holdings rose just 0.43% over the full week.
#reading
The rebound signals that XRP liquidity conditions have meaningfully improved, but a deeper order book supports both accumulation and distribution equally well, and is leaving the question of which side actually controls this market unanswered.
The liquidity index measures how easily traders can move XRP in and out of positions without moving the price against themselves, calculated against how quickly XRP turns over relative to what Binance holds on its books. A rising reading means faster turnover and tighter execution, which is exactly what the data shows.
XRP closed August up about 28.5%, its strongest August performance since 2021, while U.S. spot XRP ETF products pulled in $153.55 million of inflows that month.
Now, the flow data from the end of last week complicates a clean bullish read. More than 91 million XRP moved into Binance on the 11th, and over 113 million XRP moved out, both six-month highs in single-day volume. Withdrawals outpaced deposits by 22.7 million XRP, yet Binance's total XRP holdings rose just 0.43% over the full week.
#reading
2 months ago
Wall Street is looking beyond this week's Federal Reserve interest-rate decision to a potentially bigger market-moving signal: the Fed's latest dot plot and what it says about the path for rates after an expected quarter-point hike.
Fed Chair Kevin Warsh faces a pivotal test of his inflation-fighting credibility as policymakers confront hotter prices, rising energy costs, and mounting bets on further rate increases.
A hike on Sept. 16 would be the Fed's first increase since July 2023, but investors may care even more what the dot plot signals for additional hikes and how aggressively Warsh intends to push rates to bring inflation back to the central bank's 2% goal.
Note that a rate hike is certain to draw highly vocal criticism from President Donald Trump and his allies, who have been campaigning for a drastic slash to 1% or less for years.
Remember, the Fed doesn't traditionally pull the "one and done" game when it comes to increasing the benchmark short-term interest rate. The Federal Open Market Committee reset of the Federal Funds Rate usually lands in a package of at least two, if not more.
#rate
Fed Chair Kevin Warsh faces a pivotal test of his inflation-fighting credibility as policymakers confront hotter prices, rising energy costs, and mounting bets on further rate increases.
A hike on Sept. 16 would be the Fed's first increase since July 2023, but investors may care even more what the dot plot signals for additional hikes and how aggressively Warsh intends to push rates to bring inflation back to the central bank's 2% goal.
Note that a rate hike is certain to draw highly vocal criticism from President Donald Trump and his allies, who have been campaigning for a drastic slash to 1% or less for years.
Remember, the Fed doesn't traditionally pull the "one and done" game when it comes to increasing the benchmark short-term interest rate. The Federal Open Market Committee reset of the Federal Funds Rate usually lands in a package of at least two, if not more.
#rate
2 months ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
The news that the giant AI technology provider Anthropic launched Claude for Financial Advisors was received with some skepticism by industry **** ysts, but overall, many wealth management technology providers and consultants shared their excitement and enthusiasm, noting that the company had presented them with something that could, if implemented well, solve many issues with current advisor tech stacks.
"I find it positive that Anthropic has sent these signals to the market and it is good for the industry overall," said longtime **** yst Alois Pirker, who is now the CEO of his own consultancy, Pirker Partners.
"Nonetheless, my sense is that Claude will hit the same problem as Salesforce, getting to the level of specificity that financial advisors need," he said, referring to the behemoth CRM provider and its initial rollout of Salesforce for Financial Services, which reached general availability a decade ago (and later changed its name to Salesforce Financial Services Cloud).
One way in which the technology industry responded to advisors' desire for such specificity was the development of the specialized and popular advisor CRM product Practifi, he said, which is built on top of Salesforce and caters to certain types of firms in need of more customization.
#financial #advisors #wealthmanagement
The news that the giant AI technology provider Anthropic launched Claude for Financial Advisors was received with some skepticism by industry **** ysts, but overall, many wealth management technology providers and consultants shared their excitement and enthusiasm, noting that the company had presented them with something that could, if implemented well, solve many issues with current advisor tech stacks.
"I find it positive that Anthropic has sent these signals to the market and it is good for the industry overall," said longtime **** yst Alois Pirker, who is now the CEO of his own consultancy, Pirker Partners.
"Nonetheless, my sense is that Claude will hit the same problem as Salesforce, getting to the level of specificity that financial advisors need," he said, referring to the behemoth CRM provider and its initial rollout of Salesforce for Financial Services, which reached general availability a decade ago (and later changed its name to Salesforce Financial Services Cloud).
One way in which the technology industry responded to advisors' desire for such specificity was the development of the specialized and popular advisor CRM product Practifi, he said, which is built on top of Salesforce and caters to certain types of firms in need of more customization.
#financial #advisors #wealthmanagement
2 months ago
XLE has surged 46% year-to-date while XLY dropped 7%, with defensive XLP up 9% as markets rotate away from consumer exposure.
XLF's soft 4% gain signals financial stocks aren't pricing a healthy cycle, with the 10-year/2-year Treasury spread flattened to 0.33%.
Torres pegs $120 WTI as the consumer spending breaking point, still 20% above current prices but reminiscent of 2022's economy-crushing oil surge.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
The national average price of regular gasoline jumped 16 cents in a single week to $4.32 a gallon on September 14, 2026, a move that puts the pump price in the 90th percentile of the past year and caps a 7.8% jump in one month. The proximate cause sits upstream: WTI crude cleared $97.26 a barrel on September 9 after running up 16.1% in a month, and Brent has traded through the $100 line. On Fed decision day, a CNBC Morning Call panel put a number on where this stops being an inconvenience and starts being a recession.
#Consumer #torres
XLF's soft 4% gain signals financial stocks aren't pricing a healthy cycle, with the 10-year/2-year Treasury spread flattened to 0.33%.
Torres pegs $120 WTI as the consumer spending breaking point, still 20% above current prices but reminiscent of 2022's economy-crushing oil surge.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
The national average price of regular gasoline jumped 16 cents in a single week to $4.32 a gallon on September 14, 2026, a move that puts the pump price in the 90th percentile of the past year and caps a 7.8% jump in one month. The proximate cause sits upstream: WTI crude cleared $97.26 a barrel on September 9 after running up 16.1% in a month, and Brent has traded through the $100 line. On Fed decision day, a CNBC Morning Call panel put a number on where this stops being an inconvenience and starts being a recession.
#Consumer #torres
2 months ago
Walmart and SCAN Health Plan announced a partnership on Wednesday to offer co-branded Medicare Advantage plans in two states, targeting a pool of more than two million Medicare enrollees.
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.
#plan #Wellness #members #advantage
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.
#plan #Wellness #members #advantage
2 months ago
Nokia stock surged 6% to $10.39 after its AI-RAN platform advanced to live field trials with eight global operators, delivering 20%+ spectral efficiency gains.
Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN as a category-wide event, keeping today's rally a Nokia-specific story.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Nokia (NYSE:NOK) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today's move is paying up for.
The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.
#trials
Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN as a category-wide event, keeping today's rally a Nokia-specific story.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Nokia (NYSE:NOK) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today's move is paying up for.
The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.
#trials
2 months ago
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Iran-related news will be focus over the weekend. The Federal Reserve meeting will take center stage this coming week, with markets largely pricing in an interest rate hike on Sept. 16.
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
