1 hr. ago
Nvidia (NASDAQ: NVDA) has been a cornerstone of the artificial intelligence (AI) trade since OpenAI introduced ChatGPT in late 2022. Shares have advanced more than 1,300% since January 2023, and most Wall Street ******* ysts still view the stock as undervalued.
Nvidia recently announced a strategic partnership with six of the world's largest financial institutions to secure more than $500 billion in financing for potential customers. That capital will unlock demand by helping smaller enterprises and AI labs purchase Nvidia systems.
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 »
Here are the important details.
Nvidia recently partnered with six financial institutions -- Apollo Global, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR -- to create new financing platforms designed to mobilize more than $500 billion in capital for artificial intelligence infrastructure. Nvidia itself may backstop up to $125 billion, or 25% of deals.
#intelligence #recently
Nvidia recently announced a strategic partnership with six of the world's largest financial institutions to secure more than $500 billion in financing for potential customers. That capital will unlock demand by helping smaller enterprises and AI labs purchase Nvidia systems.
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 »
Here are the important details.
Nvidia recently partnered with six financial institutions -- Apollo Global, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR -- to create new financing platforms designed to mobilize more than $500 billion in capital for artificial intelligence infrastructure. Nvidia itself may backstop up to $125 billion, or 25% of deals.
#intelligence #recently
2 hours ago
A fixed annuity guarantees the dollar amount, not purchasing power. With PCE inflation at 3.7%, a $1,900 check buys meaningfully less each decade.
Social Security's annual COLA, tracking 3.1% for 2027, preserves purchasing power over time in a way fixed private annuities fundamentally cannot.
Retirees can fight inflation erosion by adding a COLA rider, laddering annuity purchases across ages, or keeping part of the portfolio invested outside the contract.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A $1,900 monthly annuity check that lands on the first of every month solves one problem exceptionally well. You cannot outlive it. That is really the case for annuitization in a single sentence, and it is exactly why insurers can market these contracts as guaranteed for life. But here is the catch. That guarantee covers the nominal dollar amount, not what it can buy. A decade later, that same $1,900 is going to buy a smaller basket of groceries, a smaller share of a Medicare supplement premium, and a much smaller slice of any long-term care bill.
#purchasing
Social Security's annual COLA, tracking 3.1% for 2027, preserves purchasing power over time in a way fixed private annuities fundamentally cannot.
Retirees can fight inflation erosion by adding a COLA rider, laddering annuity purchases across ages, or keeping part of the portfolio invested outside the contract.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A $1,900 monthly annuity check that lands on the first of every month solves one problem exceptionally well. You cannot outlive it. That is really the case for annuitization in a single sentence, and it is exactly why insurers can market these contracts as guaranteed for life. But here is the catch. That guarantee covers the nominal dollar amount, not what it can buy. A decade later, that same $1,900 is going to buy a smaller basket of groceries, a smaller share of a Medicare supplement premium, and a much smaller slice of any long-term care bill.
#purchasing
2 hours ago
Diversification is a key concept of Foolish investing. These days, The Fool suggests holding at least 50 different stocks across various sectors, or achieving a similar effect through index funds.
I'm taking a hybrid approach. As of Aug. 25, my portfolio holds 56 stocks, cryptocurrencies, and exchange-traded funds (ETFs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The holdings aren't equal, though. Some are smaller, tentative bets. One fund is simply a higher-yielding alternative to holding cash in my brokerage account. Most are strong convictions with long ownership histories, but I hesitate to buy more in this market.
But you're here to see the stocks I'd recommend buying right now for the long haul. The ones combining robust business models with dominant market positions -- and affordable valuations. I do have a handful of those.
#NVIDIA
I'm taking a hybrid approach. As of Aug. 25, my portfolio holds 56 stocks, cryptocurrencies, and exchange-traded funds (ETFs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The holdings aren't equal, though. Some are smaller, tentative bets. One fund is simply a higher-yielding alternative to holding cash in my brokerage account. Most are strong convictions with long ownership histories, but I hesitate to buy more in this market.
But you're here to see the stocks I'd recommend buying right now for the long haul. The ones combining robust business models with dominant market positions -- and affordable valuations. I do have a handful of those.
#NVIDIA
2 hours ago
Target stock trailed the broader markets by a wide margin in recent years, before staging a rebound over the last 12 months. Sales were sluggish as customers were shopping elsewhere, driving the stock lower.
Something changed in the fiscal second quarter of 2027 (ended in July).
Traffic rose, sales grew, and profit came in stronger than expected, backed by a series of smaller, quieter changes that are now adding up.
Target's (TGT) leadership team laid out the details on the company's second-quarter 2026 earnings call. Here is what's working, and why it matters for Target stock going forward.
In fiscal Q2, Target reported revenue of $26.5 billion, up 5.3% year over year. Comparable sales grew 3.8% due to higher foot traffic and customer spending.
#fiscal #quarter #something
Something changed in the fiscal second quarter of 2027 (ended in July).
Traffic rose, sales grew, and profit came in stronger than expected, backed by a series of smaller, quieter changes that are now adding up.
Target's (TGT) leadership team laid out the details on the company's second-quarter 2026 earnings call. Here is what's working, and why it matters for Target stock going forward.
In fiscal Q2, Target reported revenue of $26.5 billion, up 5.3% year over year. Comparable sales grew 3.8% due to higher foot traffic and customer spending.
#fiscal #quarter #something
3 hours ago
Do you ever wish you could buy stakes in companies before they go public? It's not impossible, although it can be difficult, and somewhat convoluted. Most of these few offerings still aren't exactly suited for smaller investors.
Hedge fund manager Bill Ackman plans on changing this, and soon.
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 »
Ackman is the chief stock picker behind Pershing Square Capital Management, L.P. (aimed at larger, accredited investors) and Pershing Square USA (NYSE: PSUS) (for smaller retail investors), which holds a hand-picked portfolio of publicly traded equities. Ackman also runs Pershing Square Inc. (NYSE: PS), an alternative ****** et management firm, while its primary investment vehicle is Pershing Square Holdings (OTC: PSHZF).
Ackman is working on a new investment vehicle for smaller retail traders that will own private stakes in pre-IPO companies. He spoke about it earlier this month.
#NVIDIA #signal
Hedge fund manager Bill Ackman plans on changing this, and soon.
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 »
Ackman is the chief stock picker behind Pershing Square Capital Management, L.P. (aimed at larger, accredited investors) and Pershing Square USA (NYSE: PSUS) (for smaller retail investors), which holds a hand-picked portfolio of publicly traded equities. Ackman also runs Pershing Square Inc. (NYSE: PS), an alternative ****** et management firm, while its primary investment vehicle is Pershing Square Holdings (OTC: PSHZF).
Ackman is working on a new investment vehicle for smaller retail traders that will own private stakes in pre-IPO companies. He spoke about it earlier this month.
#NVIDIA #signal
4 hours ago
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date return of -10.7% versus the index's 35.3%. A copy of the letter can be downloaded here. Despite the improvement, the seven-percentage point lag behind the benchmark is considered disappointing, and year-to-date performance is still below long-term expectations. The market sends signals through share prices, where rising prices indicate improvement and falling prices suggest decline. However, blindly following these signals can be misleading. The portfolio's performance reflected this, with technology lagging and consumer discretionary stocks performing well. The quarter emphasized that market expectations can shift quickly, demanding careful ***** sment of a business's long-term earning potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted YETI Holdings, Inc. (NYSE:YETI). YETI Holdings, Inc. (NYSE:YETI) is a US-based outdoor products company known for coolers, drinkware, and gear. On August 26, 2026, YETI Holdings, Inc. (NYSE:YETI) closed at $41.78 per share, reflecting a market capitalization of $3.05 billion. YETI Holdings, Inc. (NYSE:YETI) posted a one‑month return of -15.18%, while its shares gained 20.78% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding YETI Holdings, Inc. (NYSE:YETI) in its Q2 2026 investor letter:
"Elsewhere, portfolio performance was considerably stronger. Consumer discretionary holdings contributed 4.0%, outperforming the benchmark sector by approximately 2.7 percentage points, while financial holdings also added positively on both an absolute and relative basis. Watches of Switzerland was the largest individual contributor, followed by YETI Holdings, Inc. (NYSE:YETI) and DO & CO. Goosehead Insurance, L1 Group and several other holdings also made meaningful positive contributions.
Markets are forward-looking, but their horizon is elastic. When uncertainty rises, the market's gaze into the future shortens. Investors begin to demand immediate clarity, effectively penalizing long-duration ***** ets. By compressing its time horizon, the market discounts far-off cash flows at a much higher rate. This change in investor behaviour can produce a significant decline in a share price, even when the business's long-term earning power has changed relatively little. For long-term investors, these moments of shortened market duration deserve intense attention.
#long #smaller
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted YETI Holdings, Inc. (NYSE:YETI). YETI Holdings, Inc. (NYSE:YETI) is a US-based outdoor products company known for coolers, drinkware, and gear. On August 26, 2026, YETI Holdings, Inc. (NYSE:YETI) closed at $41.78 per share, reflecting a market capitalization of $3.05 billion. YETI Holdings, Inc. (NYSE:YETI) posted a one‑month return of -15.18%, while its shares gained 20.78% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding YETI Holdings, Inc. (NYSE:YETI) in its Q2 2026 investor letter:
"Elsewhere, portfolio performance was considerably stronger. Consumer discretionary holdings contributed 4.0%, outperforming the benchmark sector by approximately 2.7 percentage points, while financial holdings also added positively on both an absolute and relative basis. Watches of Switzerland was the largest individual contributor, followed by YETI Holdings, Inc. (NYSE:YETI) and DO & CO. Goosehead Insurance, L1 Group and several other holdings also made meaningful positive contributions.
Markets are forward-looking, but their horizon is elastic. When uncertainty rises, the market's gaze into the future shortens. Investors begin to demand immediate clarity, effectively penalizing long-duration ***** ets. By compressing its time horizon, the market discounts far-off cash flows at a much higher rate. This change in investor behaviour can produce a significant decline in a share price, even when the business's long-term earning power has changed relatively little. For long-term investors, these moments of shortened market duration deserve intense attention.
#long #smaller
4 hours ago
Holly Marie Combs has revealed she has "retired" from acting.
The Charmed star broke the news of her decision to step back from the screen during an episode of her House of Halliwell podcast on 25 August.
"The stuff that I was getting and coming across my desk was just nothing that I was like, 'Oh my gosh, this is really great. I need to do this,'" Combs explained. "And being in, you know, that 40 to 50 range, the job pool gets even smaller and smaller. And I feel like the roles get a little less interesting."
It's been nearly seven years since the Pretty Little Liars actor has appeared in an on-screen role.
The 52-year-old now lives in Washington state with her husband Mike Ryan and her three kids, Finley, 22, Riley, 19, and Kelley, 17, whom she shares with her ex-husband David Donoho.
Spending more time with her family is another reason she's decided to call it quits.
#husband #holly #marie
The Charmed star broke the news of her decision to step back from the screen during an episode of her House of Halliwell podcast on 25 August.
"The stuff that I was getting and coming across my desk was just nothing that I was like, 'Oh my gosh, this is really great. I need to do this,'" Combs explained. "And being in, you know, that 40 to 50 range, the job pool gets even smaller and smaller. And I feel like the roles get a little less interesting."
It's been nearly seven years since the Pretty Little Liars actor has appeared in an on-screen role.
The 52-year-old now lives in Washington state with her husband Mike Ryan and her three kids, Finley, 22, Riley, 19, and Kelley, 17, whom she shares with her ex-husband David Donoho.
Spending more time with her family is another reason she's decided to call it quits.
#husband #holly #marie
5 hours ago
Langdon Partners' Q2 2026 investor letter for the Langdon Global Smaller Companies Strategy revealed a 9.4% return, lagging behind the MSCI World Small Cap Net Index's 17.0% gain, with a year-to-date return of -10.7% versus the index's 35.3%. A copy of the letter can be downloaded here. Despite the improvement, the seven-percentage point lag behind the benchmark is considered disappointing, and year-to-date performance is still below long-term expectations. The market sends signals through share prices, where rising prices indicate improvement and falling prices suggest decline. However, blindly following these signals can be misleading. The portfolio's performance reflected this, with technology lagging and consumer discretionary stocks performing well. The quarter emphasized that market expectations can shift quickly, demanding careful ***** sment of a business's long-term earning potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted Miami International Holdings, Inc. (NYSE:MIAX). Miami International Holdings, Inc. (NYSE:MIAX) is a financial services company that builds and operates various financial marketplaces in the United States. On August 26, 2026, Miami International Holdings, Inc. (NYSE:MIAX) closed at $43.39 per share, reflecting a market capitalization of $4.30 billion. Miami International Holdings, Inc. (NYSE:MIAX) posted a one‑month return of -5.67%, while its shares gained 22.26% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding Miami International Holdings, Inc. (NYSE:MIAX) in its Q2 2026 investor letter:
"We initiated a position in Miami International Holdings, Inc. (NYSE:MIAX) during the second quarter. MIAX operates electronic exchanges across several areas of the U.S. financial markets. Exchange businesses can possess attractive characteristics, including transaction-based revenue, operating leverage and network effects that may strengthen as liquidity and participation grow. Our interest in MIAX rests on the combination of its existing position in U.S. listed options, its proprietary technology infrastructure and its ability to introduce new products across a broader derivatives platform.
The company has continued to gain share in certain markets while investing in new products and partnerships. Because much of its technology and operating infrastructure is already in place, higher trading volumes may support attractive incremental margins over time. That potential is meaningful but not ***** ured. Exchange operators face substantial competitive, regulatory and execution risks. Their economics can also be affected by trading activity, pricing, market structure and the actions of large incumbents..." (Click here to read the full text)
#holdings #global #smaller
In its Q2 2026 investor letter, Langdon Global Smaller Companies Strategy highlighted Miami International Holdings, Inc. (NYSE:MIAX). Miami International Holdings, Inc. (NYSE:MIAX) is a financial services company that builds and operates various financial marketplaces in the United States. On August 26, 2026, Miami International Holdings, Inc. (NYSE:MIAX) closed at $43.39 per share, reflecting a market capitalization of $4.30 billion. Miami International Holdings, Inc. (NYSE:MIAX) posted a one‑month return of -5.67%, while its shares gained 22.26% over the past 52 weeks.
Langdon Global Smaller Companies Strategy stated the following regarding Miami International Holdings, Inc. (NYSE:MIAX) in its Q2 2026 investor letter:
"We initiated a position in Miami International Holdings, Inc. (NYSE:MIAX) during the second quarter. MIAX operates electronic exchanges across several areas of the U.S. financial markets. Exchange businesses can possess attractive characteristics, including transaction-based revenue, operating leverage and network effects that may strengthen as liquidity and participation grow. Our interest in MIAX rests on the combination of its existing position in U.S. listed options, its proprietary technology infrastructure and its ability to introduce new products across a broader derivatives platform.
The company has continued to gain share in certain markets while investing in new products and partnerships. Because much of its technology and operating infrastructure is already in place, higher trading volumes may support attractive incremental margins over time. That potential is meaningful but not ***** ured. Exchange operators face substantial competitive, regulatory and execution risks. Their economics can also be affected by trading activity, pricing, market structure and the actions of large incumbents..." (Click here to read the full text)
#holdings #global #smaller
17 hours ago
The Oklahoma City Thunder have developed their team over the decades via the usual ways most teams in the NBA have, finding special success through the NBA draft since their founding as the Seattle SuperSonics. Many of the franchise's top players have joined the team either through direct selections in the annual draft or via trades executed on that day.
On top of this, the Thunder have selected not only several star players through the draft but also a number of notable alumni each offseason. A few colleges have been more prominently represented than others in sourcing those prospects, though OKC has always cast a wide net as well. Both prestigious programs and smaller institutions have consistently contributed high-caliber talent to the Thunder's roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Thunder out of Duke.
Draft year and position: 10th round (2nd pick, 122nd overall), 1968 NBA Draft
Seasons at Duke: 3
#team #players #city #supersonics
On top of this, the Thunder have selected not only several star players through the draft but also a number of notable alumni each offseason. A few colleges have been more prominently represented than others in sourcing those prospects, though OKC has always cast a wide net as well. Both prestigious programs and smaller institutions have consistently contributed high-caliber talent to the Thunder's roster over the years.
So without further ado, let's take a look at every player who has been drafted by the Thunder out of Duke.
Draft year and position: 10th round (2nd pick, 122nd overall), 1968 NBA Draft
Seasons at Duke: 3
#team #players #city #supersonics
20 hours ago
Meta Platforms and state attorneys general have held talks about a potential settlement before the trial concludes, in a lawsuit that accuses the company of intentionally building Facebook and Instagram in ways meant to hook teenagers, according to Bloomberg.
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#meta #settlement #bloomberg #Colorado
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#meta #settlement #bloomberg #Colorado
21 hours ago
Merck & Co., Inc. (NYSE:MRK) jumped 12.6% to a record $152.20 on August 19 after a pivotal melanoma trial validated intismeran autogene, the individualized mRNA cancer therapy developed with Moderna. In the 1,137-patient Phase 3 INTerpath-001 study, intismeran plus Keytruda produced statistically significant and clinically meaningful improvements in recurrence-free survival and distant-metastasis-free survival compared with Keytruda alone. No new safety concerns emerged. Investors are now asking whether intismeran can turn Keytruda from a drug approaching a patent cliff into the foundation of a personalized-cancer platform.
That distinction matters because Merck & Co., Inc. (NYSE:MRK) generated $31.68 billion from Keytruda and Keytruda Qlex in 2025, nearly half of the company's sales. In the U.S., biosimilar competition could begin after Keytruda's primary compound patent expires in December 2028, although biosimilars have already entered some smaller international markets. A successful combination could support continued use of the franchise without removing the need for other growth engines.
The bullish case for Merck & Co., Inc. (NYSE:MRK) is that intismeran adds a personalized immune response to a checkpoint inhibitor already embedded across oncology. The treatment is designed from the unique mutations in each patient's tumor and encodes as many as 34 neoantigens, training the immune system to recognize tumor cells while Keytruda removes a brake on the immune response.
Earlier Phase 2b data showed a 49% reduction in the risk of recurrence or death and a 59% reduction in distant metastasis or death at five years. Phase 3 confirmation makes the approach more credible for Merck & Co., Inc. (NYSE:MRK) beyond melanoma. The company is also studying intismeran combinations in non-small cell lung, bladder and renal-cell cancers. Success across several tumor types could create a portfolio of Keytruda combinations rather than a single indication.
That would give Merck & Co., Inc. (NYSE:MRK) another lifecycle-management tool alongside Keytruda Qlex and newer oncology ***** ets. It also strengthens the argument that Keytruda can remain commercially relevant after standalone pembrolizumab faces lower-priced competition.
#NYSE #tumor #cancer
That distinction matters because Merck & Co., Inc. (NYSE:MRK) generated $31.68 billion from Keytruda and Keytruda Qlex in 2025, nearly half of the company's sales. In the U.S., biosimilar competition could begin after Keytruda's primary compound patent expires in December 2028, although biosimilars have already entered some smaller international markets. A successful combination could support continued use of the franchise without removing the need for other growth engines.
The bullish case for Merck & Co., Inc. (NYSE:MRK) is that intismeran adds a personalized immune response to a checkpoint inhibitor already embedded across oncology. The treatment is designed from the unique mutations in each patient's tumor and encodes as many as 34 neoantigens, training the immune system to recognize tumor cells while Keytruda removes a brake on the immune response.
Earlier Phase 2b data showed a 49% reduction in the risk of recurrence or death and a 59% reduction in distant metastasis or death at five years. Phase 3 confirmation makes the approach more credible for Merck & Co., Inc. (NYSE:MRK) beyond melanoma. The company is also studying intismeran combinations in non-small cell lung, bladder and renal-cell cancers. Success across several tumor types could create a portfolio of Keytruda combinations rather than a single indication.
That would give Merck & Co., Inc. (NYSE:MRK) another lifecycle-management tool alongside Keytruda Qlex and newer oncology ***** ets. It also strengthens the argument that Keytruda can remain commercially relevant after standalone pembrolizumab faces lower-priced competition.
#NYSE #tumor #cancer
23 hours ago
KO and JNJ have raised dividends for decades, but their low yields mean replacing $120K in salary demands $3M or more in capital.
Realty Income and Verizon yield 5% to 6%, cutting required capital to $2M, but dividend growth in this band slows to pennies annually.
A 12% yield that never grows from a fund losing 3% NAV yearly leaves both buying power and principal noticeably smaller after a decade.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Consider a $120,000 salary, which sits near the ceiling of median household income in expensive metros and is roughly what senior engineers, experienced nurse practitioners, and mid-career attorneys pull down before taxes. Replacing that with dividend income instead of a regular paycheck is the goal that quietly drives most late-career portfolio decisions, and the amount of capital required swings by millions depending on the yield you are willing to accept.
#income #Dividend #Career
Realty Income and Verizon yield 5% to 6%, cutting required capital to $2M, but dividend growth in this band slows to pennies annually.
A 12% yield that never grows from a fund losing 3% NAV yearly leaves both buying power and principal noticeably smaller after a decade.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Consider a $120,000 salary, which sits near the ceiling of median household income in expensive metros and is roughly what senior engineers, experienced nurse practitioners, and mid-career attorneys pull down before taxes. Replacing that with dividend income instead of a regular paycheck is the goal that quietly drives most late-career portfolio decisions, and the amount of capital required swings by millions depending on the yield you are willing to accept.
#income #Dividend #Career
24 hours ago
A $40 trillion debt load and surging AI capital demand have pushed the 30-year Treasury yield above 5.3% for the first time since 2007.
Bessent's $950 billion TGA headline masks a usable buffer of only $100 to $200 billion, making his bond market tools far smaller than advertised.
Citadel Securities labels Bessent's yield suppression 'financial repression,' warning that political optics could drive bond vigilantes to demand even higher yields.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Long-term Treasury yields are telling a different story from short-term interest rates. The 10-year yield has pushed toward 5%, while the 30-year recently climbed above 5.3% for the first time since 2007. The problem is bigger than the Federal Reserve.
#year #yield #above
Bessent's $950 billion TGA headline masks a usable buffer of only $100 to $200 billion, making his bond market tools far smaller than advertised.
Citadel Securities labels Bessent's yield suppression 'financial repression,' warning that political optics could drive bond vigilantes to demand even higher yields.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Long-term Treasury yields are telling a different story from short-term interest rates. The 10-year yield has pushed toward 5%, while the 30-year recently climbed above 5.3% for the first time since 2007. The problem is bigger than the Federal Reserve.
#year #yield #above
1 day ago
By Georgina McCartney
HOUSTON, Aug 26 (Reuters) - Oil prices fell on Wednesday, as investors monitored talks between Iran and Oman on the Strait of Hormuz and a smaller-than-expected rise in U.S. crude stocks curbed losses.
Brent crude futures were down 71 cents, or 0.8%, to $87.87 a barrel at 10:48 a.m. EDT (1450 GMT). West Texas Intermediate crude futures were down 48 cents, or 0.58%, at $81.88.
Both benchmarks fell to their lowest levels since August 10 earlier in the session on hopes of an increase in traffic through the strategic strait. They pared some losses after official oil stock data showed U.S. crude inventories rose by less than expected last week. [EIA/S]
Crude inventories increased by 95,000 barrels to 428.9 million barrels in the week ended August 21, the Energy Information Administration said, compared with **** ysts' expectations in a Reuters poll for a 597,000-barrel rise.
#reuters
HOUSTON, Aug 26 (Reuters) - Oil prices fell on Wednesday, as investors monitored talks between Iran and Oman on the Strait of Hormuz and a smaller-than-expected rise in U.S. crude stocks curbed losses.
Brent crude futures were down 71 cents, or 0.8%, to $87.87 a barrel at 10:48 a.m. EDT (1450 GMT). West Texas Intermediate crude futures were down 48 cents, or 0.58%, at $81.88.
Both benchmarks fell to their lowest levels since August 10 earlier in the session on hopes of an increase in traffic through the strategic strait. They pared some losses after official oil stock data showed U.S. crude inventories rose by less than expected last week. [EIA/S]
Crude inventories increased by 95,000 barrels to 428.9 million barrels in the week ended August 21, the Energy Information Administration said, compared with **** ysts' expectations in a Reuters poll for a 597,000-barrel rise.
#reuters
1 day ago
Meta Platforms and state attorneys general have held talks about a potential settlement before the trial concludes, in a lawsuit that accuses the company of intentionally building Facebook and Instagram in ways meant to hook teenagers, according to Bloomberg.
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#states #protection #settlement #comment
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#states #protection #settlement #comment
1 day ago
The Australian small-cap market strengthened on Monday, with the S&P/ASX Small Ordinaries (XSO) closing at 3,567.00, up 16.50 points or 0.46% for the session.
The index has now gained 46.50 points or 1.32% over the past five trading days, maintaining positive momentum as investors continue to look across the smaller end of the market for growth opportunities.
Resource companies will also get the chance to show their wares directly to investors this week, with the RIU Resources Investor Roadshow kicking off today at Melbourne's Sofitel on Collins before heading to Sydney's Swissôtel on Thursday. You can check out the program here.
Meanwhile, several companies updated the market on their movements this morning. You can read about the following and more throughout the day.
Horizon Gold Ltd (ASX:HRN, OTC:HZGLF, FRA:HO0) has returned numerous significant gold intercepts from reverse circulation drilling at its 100%-owned Gum Creek Gold Project in Western Australia's Mid-West.
#ordinaries
The index has now gained 46.50 points or 1.32% over the past five trading days, maintaining positive momentum as investors continue to look across the smaller end of the market for growth opportunities.
Resource companies will also get the chance to show their wares directly to investors this week, with the RIU Resources Investor Roadshow kicking off today at Melbourne's Sofitel on Collins before heading to Sydney's Swissôtel on Thursday. You can check out the program here.
Meanwhile, several companies updated the market on their movements this morning. You can read about the following and more throughout the day.
Horizon Gold Ltd (ASX:HRN, OTC:HZGLF, FRA:HO0) has returned numerous significant gold intercepts from reverse circulation drilling at its 100%-owned Gum Creek Gold Project in Western Australia's Mid-West.
#ordinaries
1 day ago
More than half a year after the U.S. captured and extracted Nicolas Maduro from Venezuela, the biggest American oil firms haven't returned to operating oilfields in the world's largest oil reserves holder.
Chevron, which has operated in Venezuela throughout Maduro's reign, is extracting and exporting oil to the U.S., but neither ExxonMobil nor ConocoPhillips have returned as negotiations led by Venezuela's state oil firm PDVSA are not progressing as fast as the U.S. Administration probably thought in January when it extracted Maduro and hailed the big U.S. return to Venezuela's oil industry.
There have been some deals signed in recent months, with service providers and smaller American oil companies, which seem more willing to take the risks of operating in the country, which has yet to see a stable political and fiscal environment for large-scale operations.
Earlier this month, Venezuela signed deals with oilfield service major SLB and Hunt Oil Co. as part of efforts to boost investment in its key energy industry, the country's oil minister, Paula Henao, said.
Related: The 60 Day Peace Window Closed, and Trump's Iran Strategy May Shift Dramatically
#operating #service
Chevron, which has operated in Venezuela throughout Maduro's reign, is extracting and exporting oil to the U.S., but neither ExxonMobil nor ConocoPhillips have returned as negotiations led by Venezuela's state oil firm PDVSA are not progressing as fast as the U.S. Administration probably thought in January when it extracted Maduro and hailed the big U.S. return to Venezuela's oil industry.
There have been some deals signed in recent months, with service providers and smaller American oil companies, which seem more willing to take the risks of operating in the country, which has yet to see a stable political and fiscal environment for large-scale operations.
Earlier this month, Venezuela signed deals with oilfield service major SLB and Hunt Oil Co. as part of efforts to boost investment in its key energy industry, the country's oil minister, Paula Henao, said.
Related: The 60 Day Peace Window Closed, and Trump's Iran Strategy May Shift Dramatically
#operating #service
1 day ago
Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.
Cisco Systems (CSCO) trades at about $111 a share, roughly 30 times the last twelve months of normalized earnings. That is a demanding price for a networking company; the defense is that the earnings ***** ysts expect will grow into it. They would. What that is worth to a holder is the smaller answer.
Thirty Times Today, Twenty Times On Fiscal 2028 Earnings
Today's price is about 21.5 times the earnings ***** ysts expect for fiscal 2027, and about 20.0 times what they expect for fiscal 2028, a multiple 34% lower than the trailing one. That drop is not an earnings growth rate: the trailing figure is normalized net income with stock-based compensation added back, a basis not defined identically to the ***** ysts' own adjusted earnings, so the two multiples are not a like-for-like series. Consensus for fiscal 2027, about $5.13 a share on the ***** ysts' adjusted basis, is barely ahead of the $5.05 to $5.11 non-GAAP range management guided.
Margins Have To Hold While The Mix Fights Them
#earnings #consensus #holder
Cisco Systems (CSCO) trades at about $111 a share, roughly 30 times the last twelve months of normalized earnings. That is a demanding price for a networking company; the defense is that the earnings ***** ysts expect will grow into it. They would. What that is worth to a holder is the smaller answer.
Thirty Times Today, Twenty Times On Fiscal 2028 Earnings
Today's price is about 21.5 times the earnings ***** ysts expect for fiscal 2027, and about 20.0 times what they expect for fiscal 2028, a multiple 34% lower than the trailing one. That drop is not an earnings growth rate: the trailing figure is normalized net income with stock-based compensation added back, a basis not defined identically to the ***** ysts' own adjusted earnings, so the two multiples are not a like-for-like series. Consensus for fiscal 2027, about $5.13 a share on the ***** ysts' adjusted basis, is barely ahead of the $5.05 to $5.11 non-GAAP range management guided.
Margins Have To Hold While The Mix Fights Them
#earnings #consensus #holder
2 days ago
With a market cap of around $392.9 billion, Lam Research Corporation (LRCX) designs and manufactures the highly specialized equipment that chipmakers use to build advanced semiconductors. The Fremont, California-based company's systems play a critical role in key wafer-fabrication processes, including thin-film deposition, plasma etching, photoresist strip, wafer cleaning, and metrology, helping semiconductor manufacturers produce smaller, faster, and more powerful chips.
Lam Research has been one of the market's biggest winners, with its stock delivering eye-popping gains that have left the broader market behind. Over the past year, LRCX stock has jumped 219.5% while the broader S&P 500 Index ($SPX) has rallied 20.5%. The rally has remained red-hot in 2026, with shares climbing another 83.5% year to date, compared with the benchmark's 12.1% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#lrcx
Lam Research has been one of the market's biggest winners, with its stock delivering eye-popping gains that have left the broader market behind. Over the past year, LRCX stock has jumped 219.5% while the broader S&P 500 Index ($SPX) has rallied 20.5%. The rally has remained red-hot in 2026, with shares climbing another 83.5% year to date, compared with the benchmark's 12.1% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#lrcx
2 days ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted InterContinental Hotels Group PLC (NYSE:IHG). InterContinental Hotels Group PLC (NYSE:IHG) is a leading hospitality company owns, manages, franchises, and leases hotels globally. On August 21, 2026, InterContinental Hotels Group PLC (NYSE:IHG) closed at $159.91 per share, reflecting a market capitalization of $23.55 billion. InterContinental Hotels Group PLC (NYSE:IHG) posted a one‑month return of 0.25%, while its shares gained 32.18% over the past 52 weeks.
Aoris Investment Management stated the following regarding InterContinental Hotels Group PLC (NYSE:IHG) in its Q2 2026 investor letter:
"InterContinental Hotels Group PLC (NYSE:IHG) is a brand owner and franchisor of global hotel chains, including Holiday Inn, InterContinental and Crowne Plaza. Hotel owners pay IHG a franchise fee in exchange for access to its brands, loyalty program, and IT systems to help manage their properties, reservations and pricing. IHG franchisees earn better economics than independent hotels, which is why an increasing share of new and existing hotels are choosing to partner with IHG.
IHG's technology systems are a core advantage over smaller chains and independent hotels. AI can widen this gap through improvements in its search functions, booking process, customer service, pricing, marketing, and operational efficiency. For example, IHG is developing AI-powered conversational search to help guests book properties and receive more detailed information about its franchisees' rooms and services.…" (Click here to read the full text)
#NYSE
In its Q2 2026 investor letter, Aoris Investment Management highlighted InterContinental Hotels Group PLC (NYSE:IHG). InterContinental Hotels Group PLC (NYSE:IHG) is a leading hospitality company owns, manages, franchises, and leases hotels globally. On August 21, 2026, InterContinental Hotels Group PLC (NYSE:IHG) closed at $159.91 per share, reflecting a market capitalization of $23.55 billion. InterContinental Hotels Group PLC (NYSE:IHG) posted a one‑month return of 0.25%, while its shares gained 32.18% over the past 52 weeks.
Aoris Investment Management stated the following regarding InterContinental Hotels Group PLC (NYSE:IHG) in its Q2 2026 investor letter:
"InterContinental Hotels Group PLC (NYSE:IHG) is a brand owner and franchisor of global hotel chains, including Holiday Inn, InterContinental and Crowne Plaza. Hotel owners pay IHG a franchise fee in exchange for access to its brands, loyalty program, and IT systems to help manage their properties, reservations and pricing. IHG franchisees earn better economics than independent hotels, which is why an increasing share of new and existing hotels are choosing to partner with IHG.
IHG's technology systems are a core advantage over smaller chains and independent hotels. AI can widen this gap through improvements in its search functions, booking process, customer service, pricing, marketing, and operational efficiency. For example, IHG is developing AI-powered conversational search to help guests book properties and receive more detailed information about its franchisees' rooms and services.…" (Click here to read the full text)
#NYSE
2 days ago
In a statement on 20 August 2026, the Directorate-General for Competition, Consumer Affairs and Fraud Control (DGCCRF) said Boohoo had mislabelled synthetic products as "leather," "faux leather," and "suede," breaching French rules governing the accurate description of textiles and footwear.
An investigation by the DGCCRF's National Directorate for Investigative Operations found that Boohoo failed to provide legally required information on the composition of textile products and the materials used for shoe uppers, linings, and soles.
The regulator also identified additional instances of misleading commercial practices. Boohoo was found to have advertised price reductions online that did not accurately reflect real discounts.
According to the DGCCRF, 40% of the **** ysed promotions offered no genuine saving, 7% provided a smaller discount than advertised, and 48% of the cases represented a price increase.
The Paris Public Prosecutor approved a criminal settlement requiring Boohoo.com UK to pay the fine to the State Treasury, which the company has done.
#dgccrf
An investigation by the DGCCRF's National Directorate for Investigative Operations found that Boohoo failed to provide legally required information on the composition of textile products and the materials used for shoe uppers, linings, and soles.
The regulator also identified additional instances of misleading commercial practices. Boohoo was found to have advertised price reductions online that did not accurately reflect real discounts.
According to the DGCCRF, 40% of the **** ysed promotions offered no genuine saving, 7% provided a smaller discount than advertised, and 48% of the cases represented a price increase.
The Paris Public Prosecutor approved a criminal settlement requiring Boohoo.com UK to pay the fine to the State Treasury, which the company has done.
#dgccrf
2 days ago
Empty-nesters now own almost one-third of the country's large homes — the same share they held over a decade before. And while there are plenty of young families looking for a home, baby boomers aren't ready to give up their homes just yet.
While downsizing might seem like it'd be a financial no-brainer — a chance to unlock all the equity they've spent years building and slash your annual property taxes and maintenance costs by moving into a smaller house or condo — Redfin data shows boomers are thinking twice about making a big move.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#like #making #jeff #ramsey
While downsizing might seem like it'd be a financial no-brainer — a chance to unlock all the equity they've spent years building and slash your annual property taxes and maintenance costs by moving into a smaller house or condo — Redfin data shows boomers are thinking twice about making a big move.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#like #making #jeff #ramsey
2 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record full-year net sales and operating income, marking the fourth consecutive year of top-line growth despite a challenging operating environment.
Retail segment performance was driven by the successful acquisition of Bachan's and continued momentum in specialty bakery, specifically Texas Roadhouse dinner rolls which grew 28.1% in the quarter.
Gross margin expansion for the 12th consecutive quarter was attributed to a multi-year network restructuring, including the sale of the Milpitas facility and optimization of the Horse Cave and College Park plants.
Foodservice stability was maintained through strategic partnerships with high-growth national QSR chains like Chick-fil-A, Domino's, and Taco Bell, offsetting declines in smaller accounts.
#year #Growth #tell #retail
Achieved record full-year net sales and operating income, marking the fourth consecutive year of top-line growth despite a challenging operating environment.
Retail segment performance was driven by the successful acquisition of Bachan's and continued momentum in specialty bakery, specifically Texas Roadhouse dinner rolls which grew 28.1% in the quarter.
Gross margin expansion for the 12th consecutive quarter was attributed to a multi-year network restructuring, including the sale of the Milpitas facility and optimization of the Horse Cave and College Park plants.
Foodservice stability was maintained through strategic partnerships with high-growth national QSR chains like Chick-fil-A, Domino's, and Taco Bell, offsetting declines in smaller accounts.
#year #Growth #tell #retail
2 days ago
The Bipartisan Budget Act of 2015 killed the restricted application strategy for anyone born after January 1, 1954, closing it to all new claimants by 2026.
Deemed filing now forces spouses to claim both spousal and personal retirement benefits simultaneously, eliminating the ability to collect one while the other grows.
Couples can still delay the higher earner's benefit to 70 for roughly 8% annual growth, and sequence survivor benefits separately from retirement benefits.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Picture a couple in their mid-sixties. Linda spent 35 years as a hospital administrator; Mark earned less as a school counselor. As they plan their Social Security claims, Linda remembers the move her older sister used years ago. She collected a spousal check while allowing the benefit on her own work record to grow until 70. Then she then dropped the smaller payment and switched to her larger one.
#benefits #benefit #years #january
Deemed filing now forces spouses to claim both spousal and personal retirement benefits simultaneously, eliminating the ability to collect one while the other grows.
Couples can still delay the higher earner's benefit to 70 for roughly 8% annual growth, and sequence survivor benefits separately from retirement benefits.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Picture a couple in their mid-sixties. Linda spent 35 years as a hospital administrator; Mark earned less as a school counselor. As they plan their Social Security claims, Linda remembers the move her older sister used years ago. She collected a spousal check while allowing the benefit on her own work record to grow until 70. Then she then dropped the smaller payment and switched to her larger one.
#benefits #benefit #years #january
3 days ago
Gilead Sciences, Inc. (NASDAQ:GILD) delivered its strongest commercial momentum in several years during fiscal Q2 2026, with growth extending across HIV, oncology, and liver disease. Total revenue increased 10% year over year to approximately $7.8 billion, while product sales rose 8% to $7.6 billion.
Yet, the income statement tells a considerably less flattering story. Gilead (NASDAQ:GILD) reported a substantial quarterly loss after recording more than $11 billion in acquired research and development expenses. Investors may look at the earnings as a strengthening commercial business, but not without an expensive attempt to build its next generation of growth.
Gilead's (NASDAQ:GILD) underlying business performed strongly during the quarter. Product sales excluding Veklury increased 10% to $7.6 billion, demonstrating that growth was driven by the company's core portfolio rather than its declining COVID-19 treatment. HIV remained the principal contributor, with sales rising 12% to $5.7 billion. Biktarvy revenue increased 7% to $3.8 billion, while Descovy sales climbed 48% to $967 million. Yeztugo, Gilead's (NASDAQ:GILD) twice-yearly injectable HIV-prevention medicine, generated $232 million as its launch continued to gain traction.
It is significant to note that growth in the quarter was not limited to HIV. Liver-disease sales increased 10% to $877 million, supported primarily by higher demand for Livdelzi and treatments for chronic hepatitis B and hepatitis delta. Livdelzi alone generated $167 million, more than doubling year over year.
Trodelvy also strengthened Gilead's (NASDAQ:GILD) oncology case. Driven by higher demand, sales of the breast-cancer treatment increased 26% to $457 million. Although oncology remains much smaller than HIV, Trodelvy's growth provides evidence that Gilead (NASDAQ:GILD) is developing another meaningful commercial franchise. Management responded to the quarter by raising the lower end of its 2026 product-sales guidance. The company now expects 30.1–30.4 billion, compared with 30.0–30.4 billion previously. It also increased its product-sales forecast excluding Veklury to 29.8–30.1 billion, up from 29.4–29.8 billion.
#gild #increased
Yet, the income statement tells a considerably less flattering story. Gilead (NASDAQ:GILD) reported a substantial quarterly loss after recording more than $11 billion in acquired research and development expenses. Investors may look at the earnings as a strengthening commercial business, but not without an expensive attempt to build its next generation of growth.
Gilead's (NASDAQ:GILD) underlying business performed strongly during the quarter. Product sales excluding Veklury increased 10% to $7.6 billion, demonstrating that growth was driven by the company's core portfolio rather than its declining COVID-19 treatment. HIV remained the principal contributor, with sales rising 12% to $5.7 billion. Biktarvy revenue increased 7% to $3.8 billion, while Descovy sales climbed 48% to $967 million. Yeztugo, Gilead's (NASDAQ:GILD) twice-yearly injectable HIV-prevention medicine, generated $232 million as its launch continued to gain traction.
It is significant to note that growth in the quarter was not limited to HIV. Liver-disease sales increased 10% to $877 million, supported primarily by higher demand for Livdelzi and treatments for chronic hepatitis B and hepatitis delta. Livdelzi alone generated $167 million, more than doubling year over year.
Trodelvy also strengthened Gilead's (NASDAQ:GILD) oncology case. Driven by higher demand, sales of the breast-cancer treatment increased 26% to $457 million. Although oncology remains much smaller than HIV, Trodelvy's growth provides evidence that Gilead (NASDAQ:GILD) is developing another meaningful commercial franchise. Management responded to the quarter by raising the lower end of its 2026 product-sales guidance. The company now expects 30.1–30.4 billion, compared with 30.0–30.4 billion previously. It also increased its product-sales forecast excluding Veklury to 29.8–30.1 billion, up from 29.4–29.8 billion.
#gild #increased
3 days ago
SoundHound AI (NASDAQ: SOUN) stock has gone on quite the roller-coaster ride over the past few years. It was trading below $2 a share in January 2024, but topped out at over $24 per share at the end of that year. It nearly hit that high again in late 2025, but has come down significantly since then, and now trades at just over $7 per share. While hype about the company may have driven its stock up and the vacuum left behind when that buzz dissipated caused it to sink, SoundHound AI has been doing pretty well on the business front.
It has several exciting propositions that could make it a giant in the AI ***** e, but could it be your ticket to becoming a millionaire?
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 »
When measuring a single stock's potential to make an investor a millionaire, I think setting the initial investment at $10,000 is reasonable. Starting from an investment of that size, the stock would need to deliver a 100x return to transform the stake into a $1 million position.
Does SoundHound AI have that kind of upside potential? Today, it has a $3.12 billion market cap, so it would need to grow into a $312 billion company -- which is still smaller than another hot AI software stock, Palantir (NASDAQ: PLTR), which is now valued at $420 billion. Palantir's tools for integrating AI features into business workflows have become quite popular. If SoundHound AI's audio recognition and AI integration software gains a similar level of popularity, then I think it's entirely possible the stock could deliver life-changing returns to long-term shareholders.
#NVIDIA #signal #down
It has several exciting propositions that could make it a giant in the AI ***** e, but could it be your ticket to becoming a millionaire?
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 »
When measuring a single stock's potential to make an investor a millionaire, I think setting the initial investment at $10,000 is reasonable. Starting from an investment of that size, the stock would need to deliver a 100x return to transform the stake into a $1 million position.
Does SoundHound AI have that kind of upside potential? Today, it has a $3.12 billion market cap, so it would need to grow into a $312 billion company -- which is still smaller than another hot AI software stock, Palantir (NASDAQ: PLTR), which is now valued at $420 billion. Palantir's tools for integrating AI features into business workflows have become quite popular. If SoundHound AI's audio recognition and AI integration software gains a similar level of popularity, then I think it's entirely possible the stock could deliver life-changing returns to long-term shareholders.
#NVIDIA #signal #down
3 days ago
AstraZeneca PLC (NYSE:AZN) is paying $600 million upfront to secure global rights to Zegfrovy from Dizal Pharmaceutical Co., Ltd, adding another targeted therapy to one of the pharmaceutical industry's largest oncology portfolios. Dizal Pharmaceutical could receive an additional $900 million if specified development, regulatory, and sales milestones are achieved, bringing the agreement's potential value to $1.5 billion. Dizal will also receive tiered royalties on the global sales of Zegfrovy.
Zegfrovy, also known as sunvozertinib, is an oral treatment approved in the United States and China for certain adults with locally advanced or metastatic non-small cell lung cancer with EGFR exon 20 insertion mutations, whose disease has progressed on or after platinum-based chemotherapy. Under the agreement, AstraZeneca (NYSE:AZN) will take responsibility for the treatment's global development and commercialisation.
For AstraZeneca (NYSE:AZN) shareholders, the transaction offers an opportunity to ****** s whether another targeted lung-cancer medicine can reinforce the company's oncology leadership, or whether the price adds further execution risk to an already extensive pipeline.
The agreement strengthens AstraZeneca's (NYSE:AZN) position in a therapeutic area where it already has substantial scientific and commercial experience. The company has built a major lung-cancer business around treatments including Tagrisso, Imfinzi, and Enhertu. That existing infrastructure could help AstraZeneca (NYSE:AZN) introduce Zegfrovy to physicians and patients more efficiently than a smaller developer with a limited global presence.
Zegfrovy also addresses a specific group of patients with EGFR exon 20 insertion mutations, for whom treatment options remain limited. In the Phase III WU-KONG28 trial, Zegfrovy produced median progression-free survival of 10.3 months, compared with 7.5 months for chemotherapy. AstraZeneca (NYSE:AZN) therefore gains an approved medicine supported by late-stage comparative evidence rather than an early experimental ****** et whose clinical viability remains largely unknown.
#lung #egfr
Zegfrovy, also known as sunvozertinib, is an oral treatment approved in the United States and China for certain adults with locally advanced or metastatic non-small cell lung cancer with EGFR exon 20 insertion mutations, whose disease has progressed on or after platinum-based chemotherapy. Under the agreement, AstraZeneca (NYSE:AZN) will take responsibility for the treatment's global development and commercialisation.
For AstraZeneca (NYSE:AZN) shareholders, the transaction offers an opportunity to ****** s whether another targeted lung-cancer medicine can reinforce the company's oncology leadership, or whether the price adds further execution risk to an already extensive pipeline.
The agreement strengthens AstraZeneca's (NYSE:AZN) position in a therapeutic area where it already has substantial scientific and commercial experience. The company has built a major lung-cancer business around treatments including Tagrisso, Imfinzi, and Enhertu. That existing infrastructure could help AstraZeneca (NYSE:AZN) introduce Zegfrovy to physicians and patients more efficiently than a smaller developer with a limited global presence.
Zegfrovy also addresses a specific group of patients with EGFR exon 20 insertion mutations, for whom treatment options remain limited. In the Phase III WU-KONG28 trial, Zegfrovy produced median progression-free survival of 10.3 months, compared with 7.5 months for chemotherapy. AstraZeneca (NYSE:AZN) therefore gains an approved medicine supported by late-stage comparative evidence rather than an early experimental ****** et whose clinical viability remains largely unknown.
#lung #egfr
3 days ago
Juventus beat Frosinone 1-0 in their first league game of the season, but the performance was not good enough. Against a smaller team like Frosinone, the Bianconeri simply have to play better, especially considering the quality within their squad and the expectations surrounding them this term.
The men at the Allianz Stadium have proven to be one of the strongest teams in the country, and much is expected of them this season. However, their performance in that match suggested they should not be expected to improve significantly on what they achieved last term.
Juventus have top players all over the pitch and a very good manager, making their inability to consistently meet expectations disappointing for their supporters. The team continues to let its fans down, which is something Luciano Spalletti is not happy about as they look to improve their performances.
One of their most important players now is Francisco Conceicao, who did his best during the match. Although Juventus eventually secured the victory, the attacker acknowledged that the team still needs to perform better and become more effective as a unit.
Juventus had enough control to create opportunities, but they were unable to turn their superiority into a more comfortable result. Their failure to score more goals allowed Frosinone to remain within touching distance, particularly as the match entered its closing stages.
#match #good #better
The men at the Allianz Stadium have proven to be one of the strongest teams in the country, and much is expected of them this season. However, their performance in that match suggested they should not be expected to improve significantly on what they achieved last term.
Juventus have top players all over the pitch and a very good manager, making their inability to consistently meet expectations disappointing for their supporters. The team continues to let its fans down, which is something Luciano Spalletti is not happy about as they look to improve their performances.
One of their most important players now is Francisco Conceicao, who did his best during the match. Although Juventus eventually secured the victory, the attacker acknowledged that the team still needs to perform better and become more effective as a unit.
Juventus had enough control to create opportunities, but they were unable to turn their superiority into a more comfortable result. Their failure to score more goals allowed Frosinone to remain within touching distance, particularly as the match entered its closing stages.
#match #good #better
3 days ago
"The Girls Next Door" alum Holly Madison has listed her historic—and allegedly "haunted"—Hollywoodland home as a $9,500-a-month rental, just a few weeks after she opened up about why she feels unable to sell the iconic abode.
Madison, 46, has owned the storied property since 2012, snapping it up for just under $1.5 million four years after she ended her seven-year relationship with Playboy founder Hugh Hefner and moved out of his infamous mansion.
Interestingly, the reality star's own L.A. abode features a similar Tudor-inspired design as the Playboy mansion, albeit on a much smaller scale. However, it features a number of very quirky additional features that help it to stand out from the crowd.
The charming dwelling sits in a "really cute community full of fairytale homes" that the star first fell in love with while filming an episode of the Playboy-centric reality show, and it was even investigated for paranormal activity on a 2021 episode of "Ghost Adventures."
In a house tour the former Playmate shared to her personal YouTube channel in March 2026, Madison recalled the moment she first set her sights on the Beachwood Canyon neighborhood she'd one day call home as the cast was driving to Sunset Ranch to produce a horseback riding scene.
#madison #abode #girls
Madison, 46, has owned the storied property since 2012, snapping it up for just under $1.5 million four years after she ended her seven-year relationship with Playboy founder Hugh Hefner and moved out of his infamous mansion.
Interestingly, the reality star's own L.A. abode features a similar Tudor-inspired design as the Playboy mansion, albeit on a much smaller scale. However, it features a number of very quirky additional features that help it to stand out from the crowd.
The charming dwelling sits in a "really cute community full of fairytale homes" that the star first fell in love with while filming an episode of the Playboy-centric reality show, and it was even investigated for paranormal activity on a 2021 episode of "Ghost Adventures."
In a house tour the former Playmate shared to her personal YouTube channel in March 2026, Madison recalled the moment she first set her sights on the Beachwood Canyon neighborhood she'd one day call home as the cast was driving to Sunset Ranch to produce a horseback riding scene.
#madison #abode #girls
3 days ago
Right now, it may not seem0 like a fair fight. In one corner, you have Amazon (NASDAQ: AMZN), currently the market's fifth most valuable company, weighing in with a market cap of $2.8 tiillion. In the other corner, you have Tesla (NASDAQ: TSLA) and recent IPO ******* e Exploration Technologies (NASDAQ: SPCX). They're slightly smaller than Amazon, but when the two Elon Musk companies are combined, they add up to a market cap of $3.3 trillion.
If we use enterprise value rather than market cap, accounting for each side's net debt position, the valuation gap narrows slightly. Amazon, at $2.9 trillion, still falls short of Tesla and ******* eX, at $3.2 trillion. The math is likely to be easier by 2030, with many market pros expecting Tesla and ******* eX to merge into a single entity well before then. But I believe that e-commerce pioneer Amazon will be worth more than even a pairing of Tesla and ******* eX by 2030.
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 »
Agree? Disagree? Hear me out.
Right now, Amazon stock is the steadier and more profitable investment. It's growing its business faster than Tesla but slower than ******* eX. Fueled by its high-margin, fast-growing Amazon Web Services (AWS) cloud-hosting business, overall profitability is expanding on accelerating revenue growth.
#tesla #SpaceX #market #right
If we use enterprise value rather than market cap, accounting for each side's net debt position, the valuation gap narrows slightly. Amazon, at $2.9 trillion, still falls short of Tesla and ******* eX, at $3.2 trillion. The math is likely to be easier by 2030, with many market pros expecting Tesla and ******* eX to merge into a single entity well before then. But I believe that e-commerce pioneer Amazon will be worth more than even a pairing of Tesla and ******* eX by 2030.
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 »
Agree? Disagree? Hear me out.
Right now, Amazon stock is the steadier and more profitable investment. It's growing its business faster than Tesla but slower than ******* eX. Fueled by its high-margin, fast-growing Amazon Web Services (AWS) cloud-hosting business, overall profitability is expanding on accelerating revenue growth.
#tesla #SpaceX #market #right