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wKMA9o7PvE
17 hours ago
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Credit: Netflix
Ben Affleck has spent so much of his adult life as tabloid fodder that some people probably know more about the alleged contents of his Dunkin' order than they do about some of his movies. Bennifer alone generated enough headlines for several lifetimes, and even relatively mundane activities tend to become internet events. Remember the Sad Affleck meme and those miserable-looking cigarette photos? Of course you do. Well, someone finally asked him about all that tabloid ink spilled on him and he's more candid than I'd ever have guessed.
During a new installment of GQ's One More Question, the outlet brought up one particularly bizarre stretch in early 2025, when the former Batman performer was simultaneously dealing with rumors that his home had burned in the Los Angeles fires and that the FBI had raided the property. His response was much more resigned than angry, as he explained:
I have them much less frequently now, which is nice, but there are still occasionally these strange flareups. At the time, there were both rumors that the FBI had raided my home and that my house had burned down. They can't both be true. It's like all these things, and then none of it turns out to be true, and ****** ody remembers it.

#much #affleck #true #credit
Vag1ely9098
2 days ago
Simu Liu has entered a new chapter in his personal life after marrying Allison Hsu. The Shang-Chi and the Legend of the Ten Rings star and Hsu tied the knot in France nearly four years after their relationship became public. The couple had announced their engagement in 2025 before their recent wedding.
Simu Liu and Allison Hsu are officially married after exchanging vows in France over the weekend of October 3, 2026. A source confirmed the news to PEOPLE, while TMZ was the first to report it. Liu and Hsu had been together for almost four years before getting married.
Their relationship first became public in November 2022. The couple shared their first relationship post on Instagram on November 20, 2022, and made a joint appearance at the Violent Night premiere later that month. Liu proposed to Hsu in Paris, with the Eiffel Tower serving as the background in a romantic setting.
The couple revealed their engagement on May 11, 2025, through a joint Instagram post featuring several photographs from the proposal. Hsu also showed off the diamond ring Liu gave her. "Us forever," Hsu wrote in the caption.
The wedding followed months of preparation, with Liu previously discussing the process during a February interview with PEOPLE. He said planning had been "really wonderful," but admitted that the expenses involved had become his least favorite part. "Everything's been good. I would say we're at the point now where it's probably my least favorite, it's where I'm finding out how much everything costs," he shared.

#simu #four
3f9qcam520
2 days ago
Simu Liu is married to Allison Hsu, a source confirms to PEOPLE
The couple of nearly four years tied the knot in France the weekend of Oct. 3
Liu and Hsu have been romantically linked since 2022, during which they went Instagram official and made their first red carpet appearance as a couple
Simu Liu is married!
The Shang-Chi and the Legend of the Ten Rings star, 37, married Allison Hsu, 30, over the weekend of Oct. 3, a source confirms to PEOPLE.

#married #confirms
oOKheyxKazBNKEfT
2 days ago
Simu Liu has married his partner of four years, Allison Hsu.
The Avengers: Doomsday star and the music exec wed over the weekend in France, TMZ reports.
Liu and Hsu first started dating in late 2022, and made their red carpet debut at a movie premiere in December of that year.
Liu, who is best known for playing the ****** le role in Marvel's Shang-Chi and the Legend of the Ten Rings, proposed to his girlfriend in May 2025 while on holiday in Paris, with a little help from Taylor Swift.
"My fiancée works in music, and she grew up a Swiftie," Liu shared on The Tonight Show. "Taylor Swift's music was a big part even in the beginning of our relationship. I was getting to know her through those songs and why they meant so much to her.
"So I was like, well, if there's one person that would make this engagement so special... I reached out to Taylor through her publicist, and I said, 'Hey, is there any way that I could convince you to make a two-second video just to say congrats?' And she literally, two days later, sent it over, and I was able to play it for her, and so, Taylor Swift was the cherry on top!"

#make #doomsday #france
seigpgttqhy
2 days ago
Veteran actor, singer, and stage star Illy Gorlizki, a defining figure in Israeli culture for more than seven decades, has died at 91.
Israeli actor, singer and theater figure Illy Gorlizki, one of the most recognizable figures in Israeli culture across generations, died at the age of 91, his partner and leading cultural institutions said on Monday.
Born in Tel Aviv in 1935, Gorlizki spent more than seven decades working in theater, film, television and Israeli music, taking part in some of the formative moments of Israeli popular culture.
Gorlizki began his theater career as a teenager. At 17, he was accepted to the drama school affiliated with the Ohel Theater and simultaneously began appearing in small roles. During his military service, he joined the Central Command entertainment troupe, where he sang and performed alongside several young talents who would later become pillars of Israeli entertainment.
He secured his place in Israel's cultural pantheon in 1964, when he starred as Shlomo in the celebrated musical King Solomon and Shalmai the Shoemaker alongside Yona Atari. The musical, based on a play by Sami Gronemann, translated and adapted by Nathan Alterman with music by Sasha Argov, became a huge success and was performed about 1,000 times.

#israeli #theater #illy #decades
zoombolthawk
6 days ago
"I want to be alone." The despairing words spoken by Greta Garbo while being spied on by a thief in her 1932 film Grand Hotel, have been injected with chilling new irony. Using the latest AI technique, the starlet has been brought back to life to flog ball bearings in an advert by the industrial Swedish Company SKF. And what a terrifying spectacle it makes.
The lifelike precision is terrific, from the smoky, undulating voice to the thin pencilled eyebrows that twitch between anxiety and hauteur.
At the same time there is something deathly about the figment. What made Garbo so brilliant to watch was that you didn't know where the woman started and the character began; when the camera was rolling she didn't so much perform as emerge. Her AI rendition has magnetism without presence.
True, the animation deploys cutting-edge AI techniques to evade successfully what is known as the "uncanny valley" trap, the nausea that people feel when faced with simulations that nearly – but do not quite – resemble real humans. But simulations like Greta's arguably occupy a new ******* e that one might call the "immaculate void".
Garbo's family gave their permission for the ad. But it's impossible to know how Garbo herself would have felt about it. As we extract commercial value from the departed without their consent, it begs the question: are we any better than Egyptian grave robbers, who sacrilegiously plundered the dead?

#greta #grand
coo_madly0885
8 days ago
Airport security employees checking boarding passes and IDs will no longer be allowed to sit down while working, the Transportation Security Administration confirmed Tuesday.
All chairs are being removed from the travel document checker podiums at the entrance to checkpoints nationwide, the union representing the screeners said. The American Federation of Government Employees TSA Council 100 said it found out about the decision from its members and called it a “disregard for workers rights and safety.”
TSA defended the move, saying the document checkers are the first to interact with the traveling public and requiring them to stand will create a better experience for passengers.
“This welcome change reinforces both our security posture and our commitment to hospitality by having these officers on their feet and alert,” the agency said in a statement. “All officers must meet fitness for duty requirements to be capable of performing their vital national security function while simultaneously creating a welcoming and professional environment for travelers.”
The move comes nearly two months after TSA Administrator David ******* mins was confirmed to lead the agency.

#security #confirmed #document
mix_0157
18 days ago
Volkswagen has dramatically cut its 2026 profit outlook as deteriorating business in China, restructuring costs and a multibillion-euro writedown at Porsche pile pressure on Europe's largest automaker.
The German carmaker now expects an operating margin of no more than 1% this year, down from its previous forecast of at least 4%, according to Bloomberg. Volkswagen shares fell more than 7% following the announcement, dragging other automakers lower.
VW expects around €10 billion ($11.5 billion) in charges this year, including restructuring costs ****** ociated with workforce reductions and writedowns on Chinese ****** ets. The total includes a €6-billion writedown related to Porsche, reflecting revised long-term expectations for the sports-car maker.
Excluding the exceptional charges, Volkswagen said its operating margin would be around 4%.
China represents one of the biggest challenges. Volkswagen CFO Arno Antlitz said the market has contracted by around 20%, with no stabilization currently in sight. Chinese automakers are simultaneously taking domestic market share and expanding into Europe with competitively priced electric vehicles.

#porsche
vemsutapu15
19 days ago
Margin debt hit $1.45 trillion in August, up 140% since 2022 and outpacing the S&P 500's 98% gain, which leaves the market carrying far more forced-selling risk.
At roughly 4.5% of GDP, margin debt now exceeds the dot-com bubble's peak, meaning a routine correction could cascade into broker-forced liquidations across the market.
The real danger isn't high leverage itself but the simultaneous forced selling that erupts when overleveraged investors all need cash at once.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
The longer-term comparison is even more striking. Since the end of 2022 -- and the start of the current AI-dominated era -- investor borrowing has increased by $847 billion, or 140%, versus a 98% gain for the S&P 500 over the same period. That means leverage has grown faster than the market value investors have accumulated, presumably as they took on debt to buy into the AI boom.

#market #leverage #investors
sotuhu
19 days ago
Quantum computers can be better at processing data-heavy workloads in areas like science and cryptography, because they can use a concept called superposition to simulate multiple solutions to a problem at the same time. However, even the best quantum systems today are still making far too many errors to solve complex real-world problems.
Rigetti Computing (NASDAQ: RGTI) is one of the industry leaders right now, and it's making genuine progress. But considering even the company's most powerful quantum computers aren't overly useful yet, it's struggling to generate meaningful sales, so it's burning through truckloads of cash while it continues to conduct research and development.
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 »
That creates a problem for shareholders, because Rigetti stock is trading at a sky-high valuation, which opens the door to potential downside if the company can't find a way to bring in significantly more revenue in the near future. Here's why I predict the stock will plummet over the next 12 months.
Rigetti built its own fabrication facility to produce chips, developed its own quantum programming language, and even created its own cloud platform, which it can rent to other businesses, thereby monetizing quantum computing capacity. By effectively operating its own end-to-end supply chain, the company can bring new systems to market much faster than many of its competitors.

#quantum #signal #even #company
tuvidashukve050
20 days ago
U.S. diesel prices have moved into record territory. The national average price of diesel climbed to a record $6.23 per gallon on Sept. 14, after first breaking above the $6 threshold last week. And diesel is hitting new highs again today at around $6.31. According to AAA data, the national average diesel price reached about $6.05 per gallon on Sept. 11, 2026, surpassing the previous record established in June 2022. The latest price is roughly 68% higher than the level of about $3.71 per gallon a year ago, highlighting the extraordinary speed of the rally.
The surge is being driven by a global shortage of refined petroleum products rather than crude oil alone. Disruptions to Middle Eastern energy infrastructure, sharply reduced traffic through the Strait of Hormuz, and attacks on Russian refineries have reduced the availability of diesel and other middle distillates. The situation has become serious enough that diesel prices are now adding to broader inflation concerns while simultaneously creating a potentially attractive environment for U.S. refiners.
Crude Oil Prices Sharply Lower as Middle East Disruptions Ease
Crude Oil Prices Retreat as Supply Fears Ease
Why UBS Just Turned Bearish on NuScale Power Stock

#Diesel
ce_su7
20 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added postion. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On September 15, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of -2.89%, while its shares lost 36.59% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"We initiated two new positions during the second quarter. Most will be familiar with global streaming giant, Netflix, Inc. (NASDAQ:NFLX). The company made headlines as it tried to acquire Warner Bros. from Warner Bros. Discovery before ultimately walking away from a bidding war for the company. Some investors feared its bid signaled stagnation in its streaming business. At the time of this writing, the 2026 FIFA World Cup is also captivating audiences and draining attention and engagement from Netflix's service. Despite these near-term perception headwinds, we are optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway: Netflix will not only participate in the large, multi-billion-dollar global advertising market, but a lower-price ad-tier broadens its potential customer base while simultaneously enhancing the pricing power of its premium, ad free tier."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) 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 also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#second
baRelY0998
21 days 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
5070_um
21 days ago
Dick's Sporting Goods has been one of the big success stories in the brick-and-mortar retail ***** e.
At a time when many rivals have been shrinking their physical store counts, the sporting goods giant has leaned into stores, creating new experiential concepts and generally rethinking its retail strategy.
The chain has selectively built House of Sport locations that offer running tracks, batting cages, golf simulators, and other interactive options.
"House of Sport locations now seeing 5-6 times the number of visits per location compared to the rest of the chain. For reference, the average ***** 's Sporting Goods store is roughly 50K square feet square feet compared to 100K-120K square feet for House of Sport, indicating that House of Sport is also outperforming on a visit per square foot basis," according to 2024 data from Placer.ai.
That's a win, and the overall company delivered a nearly 5% comparable store sales gain in the second quarter. Chairman Edward Stack celebrated that success during the chain's second-quarter earnings call.

#square
521frostso
21 days ago
Citigroup Inc. (NYSE:C)'s CFO Gonzalo Luchetti said the bank expects return on tangible common equity (RoTCE) to come in slightly above 11% in 2026, while also indicating that Citi will increase stock buybacks from the $13 billion repurchased in 2025. The bank plans to accelerate roughly $500 million of investment by year-end, including spending on severance and marketing intended to expand its credit-card and wealth-management businesses. Citi also expects to remove Banamex from its balance sheet in 2027, which will create an estimated $9 billion currency-translation adjustment loss.
The 11%+ target is meaningful because Citi's profitability has already improved materially. In the second quarter, Citi generated $24.8 billion of revenue, up 14% year over year, while net income rose 45% to $5.8 billion. Investment-banking revenue increased 44% to $1.55 billion, and net interest income increased 13%. Citi's SEC filing shows second-quarter RoTCE of 13.0%, versus 8.7% a year earlier, while the first half of 2026 produced a 13.1% RoTCE. The new guidance therefore suggests management believes profitability can remain above the longer-term 11%-13% RoTCE range Citi established for 2027-28, despite additional investment spending.
Kiev.Victor / Shutterstock.com
The bullish argument is that Citigroup Inc. (NYSE:C) appears to be converting its multiyear restructuring into higher returns while simultaneously returning more capital to shareholders. The move from 8.7% RoTCE in the second quarter of 2025 to 13.0% in the second quarter of 2026 represents a substantial improvement in capital efficiency. Citi's efficiency ratio also improved to 57.4% from 62.7%, indicating that revenue growth is increasingly translating into operating leverage rather than being absorbed by expenses. That is particularly relevant because management now intends to spend another roughly $500 million on severance, marketing, and growth initiatives; if these investments produce the intended expansion in cards and wealth management, they could support revenue growth without derailing the profitability trajectory.
Capital returns provide another positive lever. Citi repurchased $13 billion of stock in 2025 and now expects to increase that amount, while its June 2026 CET1 ratio remained 12.78%, comfortably above its 11.6% standardized regulatory requirement. Buybacks can reduce tangible common equity and shares outstanding, potentially supporting both RoTCE and per-share earnings when executed below intrinsic value. Citi's tangible book value per share had already risen 7% year over year to $100.89 by June 30, 2026. The combination of higher operating profitability, shrinking share count, and improving capital efficiency strengthens the case for a valuation re-rating if Citi can sustain returns above 11%.

#rotce #citi #management
dtokuhuwabipifojutav
21 days ago
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization.
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ******* yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ******* yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700
329madlyjollydig
21 days ago
Citigroup Inc. (NYSE:C)'s CFO Gonzalo Luchetti said the bank expects return on tangible common equity (RoTCE) to come in slightly above 11% in 2026, while also indicating that Citi will increase stock buybacks from the $13 billion repurchased in 2025. The bank plans to accelerate roughly $500 million of investment by year-end, including spending on severance and marketing intended to expand its credit-card and wealth-management businesses. Citi also expects to remove Banamex from its balance sheet in 2027, which will create an estimated $9 billion currency-translation adjustment loss.
The 11%+ target is meaningful because Citi's profitability has already improved materially. In the second quarter, Citi generated $24.8 billion of revenue, up 14% year over year, while net income rose 45% to $5.8 billion. Investment-banking revenue increased 44% to $1.55 billion, and net interest income increased 13%. Citi's SEC filing shows second-quarter RoTCE of 13.0%, versus 8.7% a year earlier, while the first half of 2026 produced a 13.1% RoTCE. The new guidance therefore suggests management believes profitability can remain above the longer-term 11%-13% RoTCE range Citi established for 2027-28, despite additional investment spending.
Kiev.Victor / Shutterstock.com
The bullish argument is that Citigroup Inc. (NYSE:C) appears to be converting its multiyear restructuring into higher returns while simultaneously returning more capital to shareholders. The move from 8.7% RoTCE in the second quarter of 2025 to 13.0% in the second quarter of 2026 represents a substantial improvement in capital efficiency. Citi's efficiency ratio also improved to 57.4% from 62.7%, indicating that revenue growth is increasingly translating into operating leverage rather than being absorbed by expenses. That is particularly relevant because management now intends to spend another roughly $500 million on severance, marketing, and growth initiatives; if these investments produce the intended expansion in cards and wealth management, they could support revenue growth without derailing the profitability trajectory.
Capital returns provide another positive lever. Citi repurchased $13 billion of stock in 2025 and now expects to increase that amount, while its June 2026 CET1 ratio remained 12.78%, comfortably above its 11.6% standardized regulatory requirement. Buybacks can reduce tangible common equity and shares outstanding, potentially supporting both RoTCE and per-share earnings when executed below intrinsic value. Citi's tangible book value per share had already risen 7% year over year to $100.89 by June 30, 2026. The combination of higher operating profitability, shrinking share count, and improving capital efficiency strengthens the case for a valuation re-rating if Citi can sustain returns above 11%.

#year #management
b9oSt
21 days ago
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization.
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ****** yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ****** yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700 mi
bacehif
22 days ago
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added postion. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On September 15, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of -2.89%, while its shares lost 36.59% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"We initiated two new positions during the second quarter. Most will be familiar with global streaming giant, Netflix, Inc. (NASDAQ:NFLX). The company made headlines as it tried to acquire Warner Bros. from Warner Bros. Discovery before ultimately walking away from a bidding war for the company. Some investors feared its bid signaled stagnation in its streaming business. At the time of this writing, the 2026 FIFA World Cup is also captivating audiences and draining attention and engagement from Netflix's service. Despite these near-term perception headwinds, we are optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway: Netflix will not only participate in the large, multi-billion-dollar global advertising market, but a lower-price ad-tier broadens its potential customer base while simultaneously enhancing the pricing power of its premium, ad free tier."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) 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 also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#fund
7calm
23 days ago
We now know what time and how to watch the Homecoming clash between Penn State and Wisconsin on Saturday, September 26th. Earlier today, it was announced via the official PSU Football social media accounts that the Nittany Lions will face the Badgers at Beaver Stadium in a 5:00 PM EST kickoff that will be streaming on Peacock.
Understandably, this is frustrating news for those who don't already have a Peacock subscription and don't feel like plunking down additional money for another monthly streaming subscription just to watch one game. That being said, games that air on Peacock also air simultaneously on NBC Sports Network, a channel that is readily available on Comcast Xfinity, YouTubeTV, and Fubo. So, if you already are a subscriber to one of those aforementioned streaming services, you should be good to go.
The last time these two teams collided was on October 26th, 2024, when PSU went into Camp Randall Stadium for a nighttime showdown that saw Beau Pribula step in for an injured Drew Allar after halftime and along with a pick-six by Jaylen Reed and some strong running from Kaytron Allen, help guide the Nittany Lions to a 28-13 win to keep their College Football Playoff hopes intact.

#Football #already
9tO6s
26 days ago
Your replacement for Saturday morning cartoons or that warm cup of coffee has arrived. Or you can just enjoy those things on top of what I'm about to bring to your digital doorstep.
Yes, it's Madden Sim season again.
For the uninitiated, every Saturday morning before a Sunday Detroit Lions game, I'll hop on our YouTube and Twitch channels and fire up a game of Madden 27. I will do my best to adjust the roster as closely as they will be during the actual game, but then I let the computer take over the rest. I do not grab the sticks, I do not call the plays or take over for a specific player. I let the game simulate the result completely, all while providing my own live commentary.
It's also an opportunity for live viewers to do a Q&A. I like to answer any questions you may have about the upcoming game, the Lions' season, or anything else that's on your mind.

#game #saturday #season #take
dzh_3oo8s
26 days ago
The Miami Hurricanes move to 2-0 after drubbing the FAMU Rattlers 77-7 on Thursday night at Hard Rock Stadium. I predicted Miami by 40+ and clearly that was an easy take.
Diatribe coming, skip ahead: I greatly appreciate what the FCS games do for the FCS athletic departments, essentially the payoff keeps the schools afloat for the year, however these games need to be recalibrated. I was bored halfway through the first quarter and went to sleep at halftime.
My suggestion is to move these games to Week Zero, treat it like a preseason game ie. it doesn't count, and still pay the teams the fee to come and play. That would give FSU a chance to check their light system, and everyone else a chance to simulate the game day experience with a lower ticket price while still being televised. The fact that your season ticket package includes this boring game, in addition to Central Michigan, would feel like robbery to me. OK- DIATRIBE OVER.
The Canyonero Keys to Victory main theme was to drive over a team ranked in the 200's in SP+ and throw it in reverse and back over them again. Miami did just that and we're all ready to move on to real opponents now. The three keys were:
1- Don't get **** y, stick to the plan. Miami pounded the rock three times on the opening drive and it was capped by a Mark Fletcher TD. The 'Canes plan was to get the run game going and the Darian Mensah to his receivers connection fresh. It worked.

#game #move #like
cosmicu
26 days ago
Two injured Detroit Tigers pitchers are taking one step closer to returning.
Before Detroit's game against the Colorado Rockies on Friday, Sept. 11, Tigers manager A.J. Hinch said that right-hander Jack Flaherty will throw a simulated game on Saturday, at Comerica Park. Flaherty is expected to pitch 2-3 simulated innings against Tigers batters from the mound before the afternoon game against the Rockies.
Flaherty last pitched competitively for Triple-A Toledo on Sept. 6, allowing one hits and zero runs over 1⅓ innings in a rehab start in Toledo. The righty has been rehabbing from right flexor tendon inflammation and last pitched in the majors in a start against the Chicago Cubs on July 20.
Hank Greenberg won the World Series with the Detroit Tigers in 1935 and 1945. He's a Hall of Fame slugger and won the American League MVP award twice.

#right #simulated
roLlHypEr2305
27 days ago
After an impressive showing last Saturday against East Carolina, the Alabama Crimson Tide now begin SEC play this weekend in Lexington against the Kentucky Wildcats.
Similar to last week, Roll Tide Wire recently turned to the EA Sports College Football 27 video game to simulate the Alabama-Kentucky matchup, as well as find out which team wins in the simulation. So far this fall, the simulation is 1-0 when correctly predicting the results on Alabama's schedule.
Here is how the College Football 27 video game predicts the Alabama-Kentucky game to play out this Saturday.
Final Score: Alabama 34, Kentucky 25
Notable Alabama Stats:

#kentucky #play
3lazy
27 days ago
The useful part of these matchup conversations is figuring out which players outside the obvious tier have a chance to outkick their ranking and give you more than the market is pricing in. That's what we're looking at here.
Every player on this list sits outside the top 10 at his position in both Yahoo Sports' Week 1 half-PPR consensus rankings and FantasyPros' half-PPR Expert Consensus Rankings. From there, I'm looking at the matchup and the higher-end outcomes from my projection model.
Join a Yahoo Fantasy Football league for the 2026 NFL season
The boom and nuke percentages come from my simulation model. Boom thresholds are 27 points for quarterbacks, 24 for running backs and wide receivers and 20 for tight ends. Nuke thresholds are 35, 33, 34 and 28, respectively.
Yahoo: QB13 | ECR: QB16 | My projection: QB13 Boom: 10% | Nuke: 1% | Hit: 41%

#outside #half #projection
zubonttawilepzuzus
27 days ago
On September 8, 2026, GE Aerospace (NYSE:GE) agreed to buy Consolidated Precision Products (CPP) for $11.75 billion. The acquisition marks the company's largest bet yet on precision engine castings, a constraint that has been capping GE's growth. Trading already at roughly 40x earnings, the company has now attacked one of its genuine bottlenecks through the deal. But has it paid too much to do it?
Castings, including the superalloy and ******* anium hot-section parts inside the jet engines, have constrained GE's engine production, including programs such as LEAP and GEnx, as well as its high-margin aftermarket. Without these castings, the company can neither build nor service its engines. If the acquisition closes, the company will gain access to CPP's 20-plus plants and about 6,600 workers, which are essential for making those components. The deal would therefore enable GE to control the constraint as well as defend its margins. CEO Larry Culp characterized the move as securing manufacturing capacity to meet simultaneous demand across commercial engines, aftermarket services, and defense contracts.
The valuation is where bulls should slow down. GE is paying roughly 18x 2027 EBITDA including synergies (26x without synergies). The sellers are private equity firms Warburg Pincus and Berkshire Partners. They have basically offloaded a cyclical business near the peak of the aerospace cycle. This is smart money selling to GE instead of the other way around. The real tell is that GE felt compelled to buy its way past this capacity bottleneck instead of scaling organically, which reveals how tight its prized aftermarket really was. Also, CPP also supplies other major aerospace and defense companies such as Pratt & Whitney, Honeywell, and Lockheed Martin, and through the vertical tie-up, the company invites antitrust scrutiny before it closes in late 2027.
GE's 40x multiple rests on its high-margin razor-and-blade business model that services a huge installed base. And the casting supply shortages quietly constrain this aftermarket. Hence, more than merely fixing a supply chain issue, the CPP acquisition defends the company's high margin and multiple. Financially, the transaction is accretive to adjusted EPS and free cash flow in the first year, funded through $7 billion in cash alongside newly issued debt. Insider Monkey data shows 113 hedge funds held GE in Q2 2026, down modestly from 119 in Q1, reflecting firm institutional positioning. Short interest is just 1.3% of float, below peers like Honeywell International (1.6%). Almost no one bets against it.

#aftermarket #acquisition #including
riceyalwavdu01
27 days ago
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1423 ET – Apple officially launches the iPhone Duo, its long-awaited, foldable iPhone model. The device has a wide inner display, allowing the simultaneous use of multiple apps, and folds into a roughly passport-sized device with an outer screen. The model represents the company’s largest change yet to its iconic line of mobile phones, and is the thinnest iPhone to date when unfolded, Apple says at its fall product showcase. The phone also features Apple’s new mobile chip, the A20 Pro. “iPhone Duo brings an entirely new design while preserving everything you love and expect from the iPhone,” Apple’s new CEO, John Ternus, says. The phone’s pricing begins at $1,999, with preorders beginning on Oct. 16.(elias.schisgallwsj.com)

#listen #market #talks #technology
gkefqbwjsl83
27 days ago
Owen Hargreaves couldn't speak highly enough of Kobbie Mainoo ahead of Manchester United's clash with Sabah last night.
The midfielder (unsurprisingly) retained his starting spot for United's Champions League opener and played just over an hour as the Reds cruised to a comfortable win on home soil.
(Photo by Carl Recine/Getty Images)
Mainoo was eventually replaced by summer signing Andrey Santos in the 64th minute, while Benjamin Sesko simultaneously made way for Joshua Zirkzee for his first appearance of the season.
When United got their Premier League campaign underway last month, the 21-year-old started on the bench for the opening fixture against Hull City.

#mainoo #last #sabah
uofpmxmfkvhr
27 days ago
What's a birthday party without confetti and a few tears? There were certainly both at Coach's Spring 2027 show, at which the brand celebrated its 85th anniversary. But while eight and a half decades in business is a pretty big deal, creative director Stuart Vevers wasn't interested in a mere anniversary spectacle rehashing the label's greatest hits. Instead, he used the milestone as a chance to revisit the pieces and ideas that have come to define Coach by pulling them apart (quite literally in some cases—see the Inside-Out Brooklyn Tote) and putting them back together in ways that felt totally fresh.
"I didn't want to make a retrospective," Vevers said in a press release, explaining that his latest collection is centered around the concept of memory, and the way familiar things change and evolve as we live with them. After 85 years, Coach has plenty of history to draw from, but Vevers isn't interested in preserving it with museum-level precision. He'd rather draw straight from the source material and turn it into something simultaneously familiar and brand new.
To that end, the show opened with hallmark Coach silhouettes rendered in cool neutrals: oversized trench coats, tailored jackets, structured leather bags, and chunky pendants, all in shades of dove gray, black, white, soft brown, and natural leather. Some of the tailoring was made from garment-dyed, sun-faded jersey, which gave a blazer or trench coat's shape a hoodie-like softness. It was a clever way of presenting Coach's heritage in a manner that felt lived-in rather than preserved behind glass, as if these brand signatures had been worn, washed, and loved over the course of many years. Meanwhile, bias-cut dresses and skirts came in everything from repurposed lining fabrics and overdyed georgette to denim and lamé, adding another layer of innovation to the line-up.
Multi-textured layers of grey on Coach's Spring 2027 runway.
Credit: Coach
Midway through the show, the parade of earth tones gave way to something much brighter and bolder. Models took to the catwalk in head-to-toe sequin dresses and maxi-skirt sets in powder pink, periwinkle, mint, and metallics. Alongside them came gift boxes reimagined as purses, leather birthday hats, and crowns, pushing the subtle anniversary theme into a full-blown party motif.

#spring
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mOvyfUf
27 days ago
F1 drivers check out the new Madring circuit ahead of the Spanish GP, as they discuss the dangers, difficulties in overtaking and getting a lap done, and talk about the La Monumental corner.
Jeddah? Macau? Monaco? Baku? Zandvoort? The new Madring circuit has been compared to a lot of other tracks on the F1 calendar due to its nature and layout. The drivers are bracing for a hard and tough outing in this weekend's Spanish GP. The narrow and high-speed combination never works well for everyone, with the Saudi Arabian GP a prime example in recent times.
Of course, the F1 drivers eventually find a way through to get things right. But still, ahead of the start, they have mixed emotions, with most agreeing that it will be dangerous. Even though some feel it will not be as dangerous as Jeddah already is, the majority agree that defending will be much easier and overtaking much harder, as seen in Monaco.
Even getting a lap right in qualifying will be a challenge, which the F1 drivers accept. Almost everyone has had a run in the simulator, but they are waiting for the real feel, as the speed and power can only be ascertained once someone is really on track. One of its major attractions is the long, banked La Monumental, which, of course, everyone is looking to try in the real car.
Here's a list of F1 drivers speaking about the dangers:

#drivers #monaco #even #circuit
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