54 mins. ago
Shares of Rocket Lab (NASDAQ: RKLB) are down more than 13% so far this year. This is despite the excitement around ***** e stocks, especially the initial public offering (IPO) of ***** e Exploration Technologies (NASDAQ: SPCX), commonly known as ***** eX, on June 12.
The reasons for Rocket Lab's slump vary. In the fourth quarter of 2025, the company reported improved revenue of $180 million, up 36% year over year, and a loss per share (EPS) of $0.10, even with the same period a year earlier. Yet the stock dropped after the earnings release because Rocket Lab announced that the launch of its medium-lift reusable rocket, Neutron, would be pushed back to later in 2026. In a test, the Neutron rocket suffered a tank failure in early January.
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 »
In the first quarter of 2026, the stock jumped 34% after the company's earnings report, with Rocket Lab reporting revenue of $200.3 million, up 63.5% year over year, and an EPS loss of $0.07, after an EPS loss of $0.12 in the first quarter of 2025.
The reason for the stock's rise after the second quarter report is clear. Revenue growth is nice, but investors are looking for improved profitability. However, there is another number that would really make a difference when the company -- founded by New Zealand entrepreneur Peter Beck -- announces its second-quarter earnings on Aug. 10: a list of Neutron commercial launch contract bookings, or a specific timeline in Neutron's first hot-fire test.
#rocket #year #first #company
The reasons for Rocket Lab's slump vary. In the fourth quarter of 2025, the company reported improved revenue of $180 million, up 36% year over year, and a loss per share (EPS) of $0.10, even with the same period a year earlier. Yet the stock dropped after the earnings release because Rocket Lab announced that the launch of its medium-lift reusable rocket, Neutron, would be pushed back to later in 2026. In a test, the Neutron rocket suffered a tank failure in early January.
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 »
In the first quarter of 2026, the stock jumped 34% after the company's earnings report, with Rocket Lab reporting revenue of $200.3 million, up 63.5% year over year, and an EPS loss of $0.07, after an EPS loss of $0.12 in the first quarter of 2025.
The reason for the stock's rise after the second quarter report is clear. Revenue growth is nice, but investors are looking for improved profitability. However, there is another number that would really make a difference when the company -- founded by New Zealand entrepreneur Peter Beck -- announces its second-quarter earnings on Aug. 10: a list of Neutron commercial launch contract bookings, or a specific timeline in Neutron's first hot-fire test.
#rocket #year #first #company
1 hr. ago
The New York Yankees reportedly spoke with the Detroit Tigers about Tarik Skubal before Detroit completed its blockbuster trade with the Los Angeles Dodgers.
According to Bryan Hoch, Yankees general manager Brian Cashman said the Tigers centered their demands around one specific player New York refused to include.
"They set a high price that was something we were unable to get them off," Cashman said. "It was a very specific ask, a certain player we weren't willing to play with in that arena."
Hoch suggested the player was likely George Lombard Jr.
Lombard is not just another promising player in New York's farm system.
#yankees #tigers #cashman
According to Bryan Hoch, Yankees general manager Brian Cashman said the Tigers centered their demands around one specific player New York refused to include.
"They set a high price that was something we were unable to get them off," Cashman said. "It was a very specific ask, a certain player we weren't willing to play with in that arena."
Hoch suggested the player was likely George Lombard Jr.
Lombard is not just another promising player in New York's farm system.
#yankees #tigers #cashman
1 hr. ago
You were reminded of an important investing lesson this week.
But I can't fault you if you missed it, even if it was right under your nose.
Meta (META) being coy about future AI spending isn't what the market wants to hear as overspending fears rattle tech stocks.
Yet that's what the market got — and Meta received another earnings day stock plunge in return. The move is likely to keep dark clouds over the stock through the summer.
"We aren't providing a specific outlook for 2027 capex at this time," Meta CFO Susan Li told ***** ysts on a late-Wednesday earnings call.
#earnings #Stock #reminded
But I can't fault you if you missed it, even if it was right under your nose.
Meta (META) being coy about future AI spending isn't what the market wants to hear as overspending fears rattle tech stocks.
Yet that's what the market got — and Meta received another earnings day stock plunge in return. The move is likely to keep dark clouds over the stock through the summer.
"We aren't providing a specific outlook for 2027 capex at this time," Meta CFO Susan Li told ***** ysts on a late-Wednesday earnings call.
#earnings #Stock #reminded
1 hr. ago
ARLINGTON, Texas (AP) — Two-time Cy Young Award winner Jacob deGrom told the Texas Rangers before Monday's trade deadline that he wanted to stay with the team.
"I want to be here. I believe in this group," deGrom said.
The right-hander, who has a full no-trade clause in his contract, addressed reports that the slumping Rangers were approached by at least one other club about his availability.
Asked if Texas presented anything specific to him about a potential deal, the 38-year-old deGrom said he wouldn't get into any details.
The Rangers went into Monday night's series opener at home against San Francisco mired in a season-worst five-game losing streak that knocked them out of first place in the AL West. They were swept in a three-game series at Houston over the weekend, going from a half-game division lead to 2 1/2 games behind the Astros.
#degrom #jacob
"I want to be here. I believe in this group," deGrom said.
The right-hander, who has a full no-trade clause in his contract, addressed reports that the slumping Rangers were approached by at least one other club about his availability.
Asked if Texas presented anything specific to him about a potential deal, the 38-year-old deGrom said he wouldn't get into any details.
The Rangers went into Monday night's series opener at home against San Francisco mired in a season-worst five-game losing streak that knocked them out of first place in the AL West. They were swept in a three-game series at Houston over the weekend, going from a half-game division lead to 2 1/2 games behind the Astros.
#degrom #jacob
3 hours ago
Entering the second week of training camp practices, the Indianapolis Colts are still without wide receiver Alec Pierce.
Pierce is still rehabbing from offseason ankle surgery. Shane Steichen didn't have any specifics about when Pierce could return but did say that he is progressing.
"I know that he's working," Steichen said. "He's heading in the right direction, for sure. So I feel really good about that moving forward."
Prior to training camp start, GM Chris Ballard said that Pierce was "close" and could be back on the field in a week or two.
Without Pierce in the lineup, Ashton Dulin and Laquon Treadwell have taken the bulk of the outside wide receiver reps with the starters. The two, along with Nick Westbrook-Ikhine, are competing for the WR3 role.
#still #entering
Pierce is still rehabbing from offseason ankle surgery. Shane Steichen didn't have any specifics about when Pierce could return but did say that he is progressing.
"I know that he's working," Steichen said. "He's heading in the right direction, for sure. So I feel really good about that moving forward."
Prior to training camp start, GM Chris Ballard said that Pierce was "close" and could be back on the field in a week or two.
Without Pierce in the lineup, Ashton Dulin and Laquon Treadwell have taken the bulk of the outside wide receiver reps with the starters. The two, along with Nick Westbrook-Ikhine, are competing for the WR3 role.
#still #entering
5 hours ago
(NewsNation) — Wildfires in eastern Washington state have forced tens of thousands from their homes and scorched more than 250,000 acres.
Firefighters in the Spokane area continue to battle the blaze, which has destroyed at least 600 structures so far. Damage ****** sment crews are working to collect more specific information on the destruction caused by the fires.
Eastern Washington wildfire forces evacuations and destroys homes
Cooler temperatures and higher humidity on Sunday allowed firefighters to make significant gains on the Old Trails and Fairview fires, with the Autumn Lane fire remaining active. Suppression efforts are continuing, authorities said Monday.
A temporary flight restriction has been put in place over the fires, with 26 reported drone incursions in the fire. Authorities warned that such incursions can impact firefighting efforts, with the potential to shut down aerial fire suppression for safety reasons.
#FIRE #efforts #incursions
Firefighters in the Spokane area continue to battle the blaze, which has destroyed at least 600 structures so far. Damage ****** sment crews are working to collect more specific information on the destruction caused by the fires.
Eastern Washington wildfire forces evacuations and destroys homes
Cooler temperatures and higher humidity on Sunday allowed firefighters to make significant gains on the Old Trails and Fairview fires, with the Autumn Lane fire remaining active. Suppression efforts are continuing, authorities said Monday.
A temporary flight restriction has been put in place over the fires, with 26 reported drone incursions in the fire. Authorities warned that such incursions can impact firefighting efforts, with the potential to shut down aerial fire suppression for safety reasons.
#FIRE #efforts #incursions
10 hours ago
I never liked playing chess growing up. It made me think too much. Having to plan out five moves ahead while contemplating my opponent's response or potential counters before even touching a piece made the whole idea sound less like a game. This was work! But once I learned the general rules and overarching strategies, I could understand the appeal.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Drafting fantasy football teams can have the same vibe. It's organized chaos. You have a plan, and the fantasy gods laugh at you. The draft grades you receive afterward are enough to make you log out and forget you even joined a league before opening kickoff. Trust me, I've been there. And I still short-circuit sometimes when I'm on the clock. But after a few years of cobbling together winning teams, here are a few Dos and Don'ts to simplify things when trying to build a squad.
Admittedly, disregarding a player's name and focusing on their production sounds exactly like something a nerd like myself would suggest. The thought runs counter to the excitement we experience every Thursday, Sunday and Monday. Specifically who touches the ball is what keeps us debating about this beautiful sport all the way until the next season starts.
On the one hand, the highlights and constant attention to offseason news and notes are what shape the market. Puka Nacua and Colston Loveland (featured in the top-10 plays) are two of the best at their position. We should value them accordingly. But the other side of that coin is the notion their production (not talent) is unique. In turn, if you don't draft that particular player, you've fallen behind. However, you can find similar levels of opportunity elsewhere.
#like #even
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Drafting fantasy football teams can have the same vibe. It's organized chaos. You have a plan, and the fantasy gods laugh at you. The draft grades you receive afterward are enough to make you log out and forget you even joined a league before opening kickoff. Trust me, I've been there. And I still short-circuit sometimes when I'm on the clock. But after a few years of cobbling together winning teams, here are a few Dos and Don'ts to simplify things when trying to build a squad.
Admittedly, disregarding a player's name and focusing on their production sounds exactly like something a nerd like myself would suggest. The thought runs counter to the excitement we experience every Thursday, Sunday and Monday. Specifically who touches the ball is what keeps us debating about this beautiful sport all the way until the next season starts.
On the one hand, the highlights and constant attention to offseason news and notes are what shape the market. Puka Nacua and Colston Loveland (featured in the top-10 plays) are two of the best at their position. We should value them accordingly. But the other side of that coin is the notion their production (not talent) is unique. In turn, if you don't draft that particular player, you've fallen behind. However, you can find similar levels of opportunity elsewhere.
#like #even
11 hours ago
June's NBA Finals should remind us of excellence, discipline and the way sports can lift the human spirit. Instead, Stephen Curry's partnership with apparel company Li-Ning points in the other direction. It binds one of America's most admired athletes to a Chinese company already under serious scrutiny for forced labor. **** ody can pretend the moral cost of doing business with Communist China is a mystery anymore.
What makes this so disappointing is that Curry is not simply a gifted player: He is a global figure whose public standing rests on more than championships. It rests on judgment, character and the sense that he takes serious things seriously. When a man like that signs a reported 10-year, $400 million deal with Li-Ning, he is not just changing brands. He is lending his good name to a company shadowed by one of the great human rights scandals of our time.
Sports at their best can do something rare. They can take fame, which is often fleeting and shallow, and turn it toward service. They can show that athletic greatness and moral witness do not have to live in separate worlds. That is why decisions like this matter. The larger the platform, the larger the responsibility.
Curry's decision is so troubling because it places the honor attached to athletic excellence beside a system of coercion. The U.S. Department of Labor states that since 2016 the Chinese Communist Party has subjected Uyghurs and other mostly Muslim minorities in Xinjiang "to genocide, state-imposed forced labor, and crimes against humanity." It describes labor transfers, surveillance, indoctrination and coercive factory work as part of a broad machinery of control.
These are not careless accusations. They are specific charges documented by the U.S. government and corroborated by international investigators.
#ning #communist #excellence #human
What makes this so disappointing is that Curry is not simply a gifted player: He is a global figure whose public standing rests on more than championships. It rests on judgment, character and the sense that he takes serious things seriously. When a man like that signs a reported 10-year, $400 million deal with Li-Ning, he is not just changing brands. He is lending his good name to a company shadowed by one of the great human rights scandals of our time.
Sports at their best can do something rare. They can take fame, which is often fleeting and shallow, and turn it toward service. They can show that athletic greatness and moral witness do not have to live in separate worlds. That is why decisions like this matter. The larger the platform, the larger the responsibility.
Curry's decision is so troubling because it places the honor attached to athletic excellence beside a system of coercion. The U.S. Department of Labor states that since 2016 the Chinese Communist Party has subjected Uyghurs and other mostly Muslim minorities in Xinjiang "to genocide, state-imposed forced labor, and crimes against humanity." It describes labor transfers, surveillance, indoctrination and coercive factory work as part of a broad machinery of control.
These are not careless accusations. They are specific charges documented by the U.S. government and corroborated by international investigators.
#ning #communist #excellence #human
13 hours ago
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its "Fundsmith Equity Fund." A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market dominated by passive index funds and AI-related exuberance. The letter discusses the rise of passive investing, noting that index funds now resemble active funds, concentrating heavily in a few sectors and stocks. Due to increased market volatility and a 51% portfolio turnover in the first half of the year, the firm plans to adopt a more active approach, incorporating momentum while maintaining its core mantra: buy good companies, don't overpay, and do little. In addition, please check the Firm's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Fundsmith Equity Fund highlighted Mastercard Incorporated (NYSE:MA) as a newly added position. Mastercard Incorporated (NYSE:MA) is a leading global payment technology company that provides transaction processing and other payment-related products and services. On July 31, 2026, Mastercard Incorporated (NYSE:MA) closed at $573.10 per share, reflecting a market capitalization of $502.04 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 7.50%, while its shares gained 0.58% over the past 52 weeks.
Fundsmith Equity Fund stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"Mastercard Incorporated (NYSE:MA) – Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide. It benefits from a classic network effect: the more consumers use the card, the more merchants are forced to accept it, making it difficult for a new entrant to replicate. A new entrant would need to negotiate agreements and integrate its technology with the majority of global financial institutions. While digital payments feel ubiquitous in developed nations, roughly 1.4bn adults globally remain entirely unbanked. Future growth depends on bringing this unbanked population into the financial system, shifting remaining cash transactions to digital payments, and expanding into business-to business payments, a far bigger market than C2C or C2B payments. We now own both Visa and Mastercard in the portfolio as payments is one of the few sectors that we expect to grow no matter what happens with AI, and Mastercard and Visa are equally good businesses. This gives us a way to achieve >6% exposure to payments without excessive stock-specific risk or breaching UCITS concentration rules. Also, with 46% of all global transactions still done in cash and B2B payments 85% of the value of total global payments, there is plenty of room for two companies to grow and compound. ROIC: >75%, FCF yield: 4.5%."
#payments #letter #Equity #global
In its Q2 2026 investor letter, Fundsmith Equity Fund highlighted Mastercard Incorporated (NYSE:MA) as a newly added position. Mastercard Incorporated (NYSE:MA) is a leading global payment technology company that provides transaction processing and other payment-related products and services. On July 31, 2026, Mastercard Incorporated (NYSE:MA) closed at $573.10 per share, reflecting a market capitalization of $502.04 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 7.50%, while its shares gained 0.58% over the past 52 weeks.
Fundsmith Equity Fund stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"Mastercard Incorporated (NYSE:MA) – Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide. It benefits from a classic network effect: the more consumers use the card, the more merchants are forced to accept it, making it difficult for a new entrant to replicate. A new entrant would need to negotiate agreements and integrate its technology with the majority of global financial institutions. While digital payments feel ubiquitous in developed nations, roughly 1.4bn adults globally remain entirely unbanked. Future growth depends on bringing this unbanked population into the financial system, shifting remaining cash transactions to digital payments, and expanding into business-to business payments, a far bigger market than C2C or C2B payments. We now own both Visa and Mastercard in the portfolio as payments is one of the few sectors that we expect to grow no matter what happens with AI, and Mastercard and Visa are equally good businesses. This gives us a way to achieve >6% exposure to payments without excessive stock-specific risk or breaching UCITS concentration rules. Also, with 46% of all global transactions still done in cash and B2B payments 85% of the value of total global payments, there is plenty of room for two companies to grow and compound. ROIC: >75%, FCF yield: 4.5%."
#payments #letter #Equity #global
13 hours ago
Once this offseason comes and the collective bargaining agreement expires on December 1, there will be a lockout in Major League Baseball. Owners will use the Dodgers' spending and winning as a cudgel to try to advance their proposals.
Dodgers president of baseball operations Andrew Friedman pushed back against criticism of the team's latest move, acquiring ace Tarik Skubal for three players on Sunday.
"It just seems like there's always blowback with us," Friedman said. "There's nothing that we did that no one else couldn't have done."
Alden González at ESPN has more on that side of Freidman's Sunday media scrum.
Ken Rosenthal at The Athletic wrote about how cries of the Dodgers ruining baseball will increase after the Skubal trade, even though the move guarantees nothing. Rosenthal wrote about how the Dodgers' financial largesse is certainly an advantage, but the specific Skubal trade was one that many other teams could make:
#sunday #nothing #wrote
Dodgers president of baseball operations Andrew Friedman pushed back against criticism of the team's latest move, acquiring ace Tarik Skubal for three players on Sunday.
"It just seems like there's always blowback with us," Friedman said. "There's nothing that we did that no one else couldn't have done."
Alden González at ESPN has more on that side of Freidman's Sunday media scrum.
Ken Rosenthal at The Athletic wrote about how cries of the Dodgers ruining baseball will increase after the Skubal trade, even though the move guarantees nothing. Rosenthal wrote about how the Dodgers' financial largesse is certainly an advantage, but the specific Skubal trade was one that many other teams could make:
#sunday #nothing #wrote
14 hours ago
One question still looms over the Washington Commanders one week into training camp. Will they sign a veteran wide receiver, specifically Stefon Diggs?
Through three days of training camp, Washington has yet to have a player take hold of the No. 2 receiver spot opposite Terry McLaurin. While several players have flashed and the depth is improved, the Commanders and quarterback Jayden Daniels need someone to consistently prove they can win against every type of coverage.
In a recent chat with Marshall Kramsky of WUSA Channel 9 in Washington, Daniels specifically named one receiver who has stood out in his eyes.
"Truthfully, I think the whole room, honestly," Daniels said when asked to name one receiver. "I commend Trey, Treylon Burks, for what he's done and the stuff that he's battled throughout his career to get to this point. So, it seems like the guy has a brand new energy about him and stuff."
Daniels then makes sure again to praise the rest of Washington's receivers room.
#daniels #camp #room #stuff
Through three days of training camp, Washington has yet to have a player take hold of the No. 2 receiver spot opposite Terry McLaurin. While several players have flashed and the depth is improved, the Commanders and quarterback Jayden Daniels need someone to consistently prove they can win against every type of coverage.
In a recent chat with Marshall Kramsky of WUSA Channel 9 in Washington, Daniels specifically named one receiver who has stood out in his eyes.
"Truthfully, I think the whole room, honestly," Daniels said when asked to name one receiver. "I commend Trey, Treylon Burks, for what he's done and the stuff that he's battled throughout his career to get to this point. So, it seems like the guy has a brand new energy about him and stuff."
Daniels then makes sure again to praise the rest of Washington's receivers room.
#daniels #camp #room #stuff
16 hours ago
A very important player for the 2026 Jacksonville Jaguars had an impressive showing during the team's fourth training camp practice on Sunday.
Travis Holmes of Big Cat Country highlighted his 10 observations from Sunday's practice, one of which was the play of defensive tackle Arik Armstead, who set the tone early.
Holmes specifically noted the physicality that Armstead was playing with.
"On the very first play," Holmes wrote, "he welcomed Emmanuel Pregnon to the NFL in no uncertain terms, slinging the rookie guard to the ground on a D.J. Dallas run and forcing the back to bounce the other direction. Two plays later, Armstead recorded a tackle for a loss. As a tone-setter, it was about as convincing as it gets."
Through 12 games last season, Armstead totaled 41 quarterback pressures, the third-highest mark among defensive tackles during that stretch. He was also near the top of his position group in sacks.
#defensive #tackle #jacksonville #sunday
Travis Holmes of Big Cat Country highlighted his 10 observations from Sunday's practice, one of which was the play of defensive tackle Arik Armstead, who set the tone early.
Holmes specifically noted the physicality that Armstead was playing with.
"On the very first play," Holmes wrote, "he welcomed Emmanuel Pregnon to the NFL in no uncertain terms, slinging the rookie guard to the ground on a D.J. Dallas run and forcing the back to bounce the other direction. Two plays later, Armstead recorded a tackle for a loss. As a tone-setter, it was about as convincing as it gets."
Through 12 games last season, Armstead totaled 41 quarterback pressures, the third-highest mark among defensive tackles during that stretch. He was also near the top of his position group in sacks.
#defensive #tackle #jacksonville #sunday
21 hours ago
FIFA President Gianni Infantino is in a precarious position before the 2027 FIFA Elections, as member nations have started withdrawing support.
Infantino's bold move to privatise the World Cup by selling a 20% stake in the tournament's logistics was widely condemned as a move to sell the sport and weaken its integrity.
After the continental confederations rallied to stop Infantino's FFE plan before he could formally introduce it, specific member states are now targeting new leadership at the helm.
After UEFA's leading role in stopping the FFE plan and open condemnation of Infantino, the Welsh FA has released a statement to Sky News, attacking Infantino and withdrawing support from his 2027 FIFA Presidency re-election plans.
"The recent failures in good governance, processes, leadership, values, stakeholder management, communications, and sound judgement have led us to a position where Mr Infantino has lost the confidence of the FAW to remain at the helm of world football. Failing to put the best interests of football first is a failure we cannot accept."
#fifa #position #support #leadership
Infantino's bold move to privatise the World Cup by selling a 20% stake in the tournament's logistics was widely condemned as a move to sell the sport and weaken its integrity.
After the continental confederations rallied to stop Infantino's FFE plan before he could formally introduce it, specific member states are now targeting new leadership at the helm.
After UEFA's leading role in stopping the FFE plan and open condemnation of Infantino, the Welsh FA has released a statement to Sky News, attacking Infantino and withdrawing support from his 2027 FIFA Presidency re-election plans.
"The recent failures in good governance, processes, leadership, values, stakeholder management, communications, and sound judgement have led us to a position where Mr Infantino has lost the confidence of the FAW to remain at the helm of world football. Failing to put the best interests of football first is a failure we cannot accept."
#fifa #position #support #leadership
23 hours ago
With less than 24 hours remaining before Monday's MLB trade deadline, Jacob Misiorowski was not in the mood on Sunday to talk about it.
The flame-throwing Milwaukee Brewers ace was likewise uninterested in talking about the rival Los Angeles Dodgers and their blockbuster acquisition of two-time Cy Young winner Tarik Skubal.
This is all per Misiorowski, who was asked in Milwaukee's clubhouse Sunday afternoon about all of the above. Here's his response when asked about the trade deadline in general:
"I'm good, I'm good," Misiorowski said while shaking his head. "I don't want to answer it."
When pressed specifically about the Dodgers, who acquired Skubal on Saturday, Misiorowski maintained his stance.
#skubal #deadline #milwaukee
The flame-throwing Milwaukee Brewers ace was likewise uninterested in talking about the rival Los Angeles Dodgers and their blockbuster acquisition of two-time Cy Young winner Tarik Skubal.
This is all per Misiorowski, who was asked in Milwaukee's clubhouse Sunday afternoon about all of the above. Here's his response when asked about the trade deadline in general:
"I'm good, I'm good," Misiorowski said while shaking his head. "I don't want to answer it."
When pressed specifically about the Dodgers, who acquired Skubal on Saturday, Misiorowski maintained his stance.
#skubal #deadline #milwaukee
1 day ago
The electricity demand created by artificial intelligence is usually presented as a simple supply problem. AI requires increasingly large data centers, those facilities consume enormous amounts of electricity, and utilities must somehow build enough power plants to serve them.
The numbers appear to support the alarm. Data centers consumed around 485 terawatt-hours of electricity globally in 2025. The International Energy Agency expects this to rise to approximately 950 TWh by 2030, while consumption from AI-focused facilities could triple. Some proposed AI campuses will require several gigawatts of capacity—more than many cities.
Yet the global numbers hide the real problem. Data centers are expected to account for only around 3% of worldwide electricity demand by 2030. Their impact is serious, but it is not remotely large enough to overwhelm the global electricity system.
The difficulty is that AI demand is arriving in very large blocks, in very specific locations, and on timelines that are much shorter than those required to build grids and power plants.
AI does not primarily have an electricity problem. It has an inflexibility problem.
#data #enough #power
The numbers appear to support the alarm. Data centers consumed around 485 terawatt-hours of electricity globally in 2025. The International Energy Agency expects this to rise to approximately 950 TWh by 2030, while consumption from AI-focused facilities could triple. Some proposed AI campuses will require several gigawatts of capacity—more than many cities.
Yet the global numbers hide the real problem. Data centers are expected to account for only around 3% of worldwide electricity demand by 2030. Their impact is serious, but it is not remotely large enough to overwhelm the global electricity system.
The difficulty is that AI demand is arriving in very large blocks, in very specific locations, and on timelines that are much shorter than those required to build grids and power plants.
AI does not primarily have an electricity problem. It has an inflexibility problem.
#data #enough #power
1 day ago
In the age of online shopping, ghost-tapping and AI, consumers are more vulnerable to scams and fraud than ever.
A report by the Consumer Federation of America (CFA) found that Americans lost around $148 billion to online scams and crimes in 2025. This is up nearly 26% from 2024, landing at around $1,009 per household. The CFA also found that social media platforms, specifically Facebook and Instagram, are the platforms most commonly ***** ociated with online scams.
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
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#americans
A report by the Consumer Federation of America (CFA) found that Americans lost around $148 billion to online scams and crimes in 2025. This is up nearly 26% from 2024, landing at around $1,009 per household. The CFA also found that social media platforms, specifically Facebook and Instagram, are the platforms most commonly ***** ociated with online scams.
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
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#americans
1 day ago
WHITE SULPHUR SPRINGS, W.Va. — At the end of the 2025 season, New York Giants wide receiver Darius Slayton told media that he hoped the team would hire a Coughlin-esque head coach. The Giants, of course, hired John Harbaugh, an old-school coach with a Super Bowl **** le and an 18-year track record filled with success.
So, did Slayton get what he wanted?
"I would say so," Slayton told **** embled media at The Greenbrier Sports Performance Center on Friday. "Yeah, absolutely. I feel like he's in that echelon, that ilk. He obviously came from arguably one of the most old-school divisions in football of the Ravens and the Steelers. I definitely think he's what we needed. There's definitely been a sense of accountability off the rip, which has been huge for us. I'm definitely glad Coach Harbaugh's here."
Slayton did not want to give specific examples of Harbaugh holding anyone accountable. That was a veteran move, smartly not throwing any teammates under the bus. He spoke in general terms.
"Already in this camp, he's already kind of expressed that at the end of the day, in this life, if somebody's not doing something up to the echelon that you want them to do, you go to them, you make that clear to them that that's not what we're going to do around here, then they have a chance to respond," Slayton said. "And that's something that he's already done in our first few days of camp and has gotten a positive response out of the individuals that he's done that with. So, I think that's really big for a football team."
#harbaugh #told
So, did Slayton get what he wanted?
"I would say so," Slayton told **** embled media at The Greenbrier Sports Performance Center on Friday. "Yeah, absolutely. I feel like he's in that echelon, that ilk. He obviously came from arguably one of the most old-school divisions in football of the Ravens and the Steelers. I definitely think he's what we needed. There's definitely been a sense of accountability off the rip, which has been huge for us. I'm definitely glad Coach Harbaugh's here."
Slayton did not want to give specific examples of Harbaugh holding anyone accountable. That was a veteran move, smartly not throwing any teammates under the bus. He spoke in general terms.
"Already in this camp, he's already kind of expressed that at the end of the day, in this life, if somebody's not doing something up to the echelon that you want them to do, you go to them, you make that clear to them that that's not what we're going to do around here, then they have a chance to respond," Slayton said. "And that's something that he's already done in our first few days of camp and has gotten a positive response out of the individuals that he's done that with. So, I think that's really big for a football team."
#harbaugh #told
2 days ago
Marc-André ter Stegen is set to undergo a medical in Amsterdam before completing a season-long loan move to Ajax, with The Athletic reporting that the 34-year-old left Barcelona's pre-season camp in the United Kingdom on Thursday after the club gave him the green light to travel to the Netherlands. He will not feature in the Blaugrana's friendly against Birmingham City on July 31.
The Athletic first reported on July 3 that Ajax and Barcelona had reached a verbal agreement in principle over the loan, which would cover the entire 2026-27 season. What should have been a routine exit then stalled for the best part of a month over tax complications arising from the legal frameworks in Spain and the Netherlands – specifically, how the additional fiscal charges generated by paying a salary across two jurisdictions would be distributed between the parties.
Marc-Andre ter Stegen directs his teammates during a match for FC Barcelona.
Barcelona sources described the situation as considerably more complicated than initially anticipated, while those close to Ter Stegen's camp said the delays stemmed from a determination to structure the deal correctly rather than rush it through. Those issues were resolved on Thursday, clearing the path for him to fly to Amsterdam. As Ter Stegen himself acknowledged briefly at Birmingham Airport before boarding, the process was not quite finished: he still needs to complete his medical, finalise documentation and sign all relevant agreements before Ajax can formally announce the transfer.
The financial structure of the loan has been the defining complication throughout. Barcelona will continue to pay around 90 per cent of Ter Stegen's wages – a figure that could dip slightly depending on his involvement and achievements at Ajax, but only marginally. That is a consequence of the contract extension he signed in 2023, which was back-loaded with deferred salary payments and runs until 2028, leaving the Catalans carrying the bulk of his remuneration regardless of where he plays.
#stegen #marc #Athletic #thursday
The Athletic first reported on July 3 that Ajax and Barcelona had reached a verbal agreement in principle over the loan, which would cover the entire 2026-27 season. What should have been a routine exit then stalled for the best part of a month over tax complications arising from the legal frameworks in Spain and the Netherlands – specifically, how the additional fiscal charges generated by paying a salary across two jurisdictions would be distributed between the parties.
Marc-Andre ter Stegen directs his teammates during a match for FC Barcelona.
Barcelona sources described the situation as considerably more complicated than initially anticipated, while those close to Ter Stegen's camp said the delays stemmed from a determination to structure the deal correctly rather than rush it through. Those issues were resolved on Thursday, clearing the path for him to fly to Amsterdam. As Ter Stegen himself acknowledged briefly at Birmingham Airport before boarding, the process was not quite finished: he still needs to complete his medical, finalise documentation and sign all relevant agreements before Ajax can formally announce the transfer.
The financial structure of the loan has been the defining complication throughout. Barcelona will continue to pay around 90 per cent of Ter Stegen's wages – a figure that could dip slightly depending on his involvement and achievements at Ajax, but only marginally. That is a consequence of the contract extension he signed in 2023, which was back-loaded with deferred salary payments and runs until 2028, leaving the Catalans carrying the bulk of his remuneration regardless of where he plays.
#stegen #marc #Athletic #thursday
2 days ago
Monster Beverage (NASDAQ: MNST) just announced a 2-for-1 stock split, set to take effect in mid-August, the latest in a long line of splits for one of the market's great long-term winners.
With about $200, you can easily own shares. But a split is never the real reason to buy a stock. The business behind it is, and Monster's is as strong as ever.
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 »
Monster is the energy drink powerhouse behind Monster Energy, and its secret weapon is a partnership most casual observers have forgotten. Coca-Cola (NYSE: KO) owns roughly a fifth of the company and distributes Monster through its vast worldwide bottling network. That gives a mid-sized beverage company the global reach of a giant. Monster is using that muscle to expand aggressively into Southeast Asia, China, India, and other fast-growing markets, and international sales now make up nearly half of its business. For a brand once seen as an American phenomenon, that runway abroad is enormous.
What keeps Monster fresh is a nonstop stream of new products. The company rolls out new flavors and zero-sugar variants constantly, from limited-edition cans to region-specific launches, keeping fans engaged and shelves turning. Its marketing leans into motorsports, gaming, and action sports, cementing a rebellious, high-energy identity that money alone cannot buy.
#flashing #long
With about $200, you can easily own shares. But a split is never the real reason to buy a stock. The business behind it is, and Monster's is as strong as ever.
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 »
Monster is the energy drink powerhouse behind Monster Energy, and its secret weapon is a partnership most casual observers have forgotten. Coca-Cola (NYSE: KO) owns roughly a fifth of the company and distributes Monster through its vast worldwide bottling network. That gives a mid-sized beverage company the global reach of a giant. Monster is using that muscle to expand aggressively into Southeast Asia, China, India, and other fast-growing markets, and international sales now make up nearly half of its business. For a brand once seen as an American phenomenon, that runway abroad is enormous.
What keeps Monster fresh is a nonstop stream of new products. The company rolls out new flavors and zero-sugar variants constantly, from limited-edition cans to region-specific launches, keeping fans engaged and shelves turning. Its marketing leans into motorsports, gaming, and action sports, cementing a rebellious, high-energy identity that money alone cannot buy.
#flashing #long
2 days ago
In the latest Bitcoin news, Gelephu Mindfulness City, Bhutan's southern special administrative region, has named Toronto-based 3iQ Corp. as the first institutional manager for a portion of its Bitcoin treasury, formalizing what had been a state-level BTC accumulation strategy into an active, named-mandate arrangement.
The announcement, dated July 30, 2026, marks the first concrete step toward deployment since Bhutan announced in December 2025 that up to 10,000 Bitcoin from its national holdings would be allocated to support GMC's long-term development.
The mandate grants 3iQ discretionary management over a defined portion of GMC's Bitcoin reserves, though the press release does not disclose the specific amount of BTC, the custody arrangement, permitted strategies, or the fee structure.
That opacity is notable for a sovereign-linked reserve mandate; operational details that traders would typically expect to accompany an institutional announcement of this scale remain absent.
Discover: Crypto prediction markets, regulated and live
#institutional #arrangement #mindfulness
The announcement, dated July 30, 2026, marks the first concrete step toward deployment since Bhutan announced in December 2025 that up to 10,000 Bitcoin from its national holdings would be allocated to support GMC's long-term development.
The mandate grants 3iQ discretionary management over a defined portion of GMC's Bitcoin reserves, though the press release does not disclose the specific amount of BTC, the custody arrangement, permitted strategies, or the fee structure.
That opacity is notable for a sovereign-linked reserve mandate; operational details that traders would typically expect to accompany an institutional announcement of this scale remain absent.
Discover: Crypto prediction markets, regulated and live
#institutional #arrangement #mindfulness
2 days ago
Falcons running back Bijan Robinson is not fully participating in training camp as he seeks a new contract. Falcons head coach Kevin Stefanski is not concerned about that.
Asked about his own communications with Robinson, Stefanski declined to get into specifics, but he said he was confident that the two sides are doing everything they can.
"I don't think it's fair to share those types of things," Stefanski said. "We all trust in the process of what's going on."
Stefanski says he doesn't hold it against Robinson that he is choosing not to practice until he gets the contract he wants.
"The NFL, you understand different things come up via all sorts of things, and contracts obviously are a part of that. It doesn't change relationships," Stefanski said.
#stefanski #kevin
Asked about his own communications with Robinson, Stefanski declined to get into specifics, but he said he was confident that the two sides are doing everything they can.
"I don't think it's fair to share those types of things," Stefanski said. "We all trust in the process of what's going on."
Stefanski says he doesn't hold it against Robinson that he is choosing not to practice until he gets the contract he wants.
"The NFL, you understand different things come up via all sorts of things, and contracts obviously are a part of that. It doesn't change relationships," Stefanski said.
#stefanski #kevin
2 days ago
The offensive line has become one of the more appreciated aspects of team-building after being forgotten about for years, it seemed. Teams now build up their offenses through the trenches before attempting to add the right quarterback and pieces to make plays happen.
The one spot specifically of the offensive line that gets built up is the offensive tackle position. Some teams, like the Bucs, have made it a point to have bookend tackles in place to protect the interior aspects of the line. They have both Tristan Wirfs and Luke Goedeke in place, and they make the Tampa Bay line one of the best.
We say this because PFF recently ranked the top offensive tackles in the NFL, and we wanted to see where they ranked. When it came to Tristan Wirfs, he ranked 2nd overall in their piece, making him arguably the best offensive tackle in the NFL.
They wrote about the ranking, saying, "Wirfs has long been established as one of the NFL's premier players and, when healthy, he recorded the best performance of his career in 2025. Though he played a career-low 778 snaps due to injury, Wirfs ranked second among qualified tackles with an elite 92.7 PFF grade. He allowed just two sacks while setting a new career-high with a 91.6 PFF run-blocking grade. Wirfs is in the early stages of building a Hall of Fame resume and should perform at an elite level again in 2026."
His teammate, Luke Goedeke, ranked 25th in the rankings, meaning the Bucs are one of a few teams that can say both tackles made the top 32.
#ranked #line #Career
The one spot specifically of the offensive line that gets built up is the offensive tackle position. Some teams, like the Bucs, have made it a point to have bookend tackles in place to protect the interior aspects of the line. They have both Tristan Wirfs and Luke Goedeke in place, and they make the Tampa Bay line one of the best.
We say this because PFF recently ranked the top offensive tackles in the NFL, and we wanted to see where they ranked. When it came to Tristan Wirfs, he ranked 2nd overall in their piece, making him arguably the best offensive tackle in the NFL.
They wrote about the ranking, saying, "Wirfs has long been established as one of the NFL's premier players and, when healthy, he recorded the best performance of his career in 2025. Though he played a career-low 778 snaps due to injury, Wirfs ranked second among qualified tackles with an elite 92.7 PFF grade. He allowed just two sacks while setting a new career-high with a 91.6 PFF run-blocking grade. Wirfs is in the early stages of building a Hall of Fame resume and should perform at an elite level again in 2026."
His teammate, Luke Goedeke, ranked 25th in the rankings, meaning the Bucs are one of a few teams that can say both tackles made the top 32.
#ranked #line #Career
2 days ago
The State Street Health Care Select Sector SPDR ETF (NYSEMKT:XLV) offers broad exposure to the S&P 500 healthcare sector at a low cost, whereas the Invesco Biotechnology & Genome ETF (NYSEMKT:PBE) targets a concentrated niche of biotechnology companies.
Choosing between these two ETFs involves balancing broad sector stability against the high-growth potential of a specific industry. While XLV offers diversified exposure to the largest healthcare names in the S&P 500, PBE utilizes a quantitative approach to target 30 U.S. firms leading the way in genomic engineering and biotechnology research. This comparison highlights the trade-offs between a low-cost, established fund and a more specialized, higher-fee industry play.
Metric
PBE
XLV
#nysemkt #broad
Choosing between these two ETFs involves balancing broad sector stability against the high-growth potential of a specific industry. While XLV offers diversified exposure to the largest healthcare names in the S&P 500, PBE utilizes a quantitative approach to target 30 U.S. firms leading the way in genomic engineering and biotechnology research. This comparison highlights the trade-offs between a low-cost, established fund and a more specialized, higher-fee industry play.
Metric
PBE
XLV
#nysemkt #broad
2 days ago
ESPN is reportedly planning a new college football show built around Josh Pate and Bussin' With The Boys co-hosts Will Compton and Taylor Lewan, airing Friday afternoons from college campuses, according to Front Office Sports' Ryan Glasspiegel.
The reported show would mark an expansion of ties ESPN has already built with all three hosts. Pate joined the network's Get Up rotation last year, as part of a broader push from content president Burke Magnus, who has said college football is under-covered on ESPN's talk programming relative to how many people actually watch the games. Compton and Lewan started appearing on ESPN's daytime lineup around the same time, following their decision to leave Barstool Sports for a presenting sponsorship with FanDuel.
Of course, the show, which sometimes originates from the same city as the next morning's College GameDay broadcast, also indicates ESPN is looking to further lean into a strategy where its top personalities are digital natives. Naturally, the comparisons will be made to Pat McAfee's own rise at the Worldwide Leader, given the trio's SEC Championship altcast debut on ESPN2 last December — an altcast built off the Field Pass template McAfee had already proven out several times over — and now a reported Friday show on top of it. If it feels like a coincidence, it isn't. It's more a barometer for what's possible when a network invests in an audience someone's already built, according to Pate.
"I think when you combine that… year-round college football being viable and then just sports media as a concept being presented in practice the way Pat has done it, I think that there is no ceiling on what you're allowed to do, what you're capable of doing," Pate told Front Office Sports in July.
What Pate, Lewan, and Compton are actually capable of doing won't be clear until games are being played this fall, when ESPN will have to find out whether a Friday show built around three podcast hosts can hold up against the machine it already runs on Saturdays, one anchored by College GameDay and, per Glasspiegel's reporting, the same site the new show would sometimes share. On a recent episode of Bussin' With The Boys, though, Pate and Lewan laid out a vision for the alleged concept and the specific gap in ESPN's Friday programming they think it can fill.
#sports #compton
The reported show would mark an expansion of ties ESPN has already built with all three hosts. Pate joined the network's Get Up rotation last year, as part of a broader push from content president Burke Magnus, who has said college football is under-covered on ESPN's talk programming relative to how many people actually watch the games. Compton and Lewan started appearing on ESPN's daytime lineup around the same time, following their decision to leave Barstool Sports for a presenting sponsorship with FanDuel.
Of course, the show, which sometimes originates from the same city as the next morning's College GameDay broadcast, also indicates ESPN is looking to further lean into a strategy where its top personalities are digital natives. Naturally, the comparisons will be made to Pat McAfee's own rise at the Worldwide Leader, given the trio's SEC Championship altcast debut on ESPN2 last December — an altcast built off the Field Pass template McAfee had already proven out several times over — and now a reported Friday show on top of it. If it feels like a coincidence, it isn't. It's more a barometer for what's possible when a network invests in an audience someone's already built, according to Pate.
"I think when you combine that… year-round college football being viable and then just sports media as a concept being presented in practice the way Pat has done it, I think that there is no ceiling on what you're allowed to do, what you're capable of doing," Pate told Front Office Sports in July.
What Pate, Lewan, and Compton are actually capable of doing won't be clear until games are being played this fall, when ESPN will have to find out whether a Friday show built around three podcast hosts can hold up against the machine it already runs on Saturdays, one anchored by College GameDay and, per Glasspiegel's reporting, the same site the new show would sometimes share. On a recent episode of Bussin' With The Boys, though, Pate and Lewan laid out a vision for the alleged concept and the specific gap in ESPN's Friday programming they think it can fill.
#sports #compton
3 days ago
Massachusetts is on the way to giving doctors the final say on whether an abortion should be allowed late in pregnancy, a move expected to affect few cases but that supporters say is needed because hospitals are now turning away women they should be serving.
The state Senate adopted the measure Friday, sending it to Democratic Gov. Maura Healey, who has signed other laws strengthening abortion rights.
Under current Massachusetts law, abortion is legal for the first 24 weeks of pregnancy. It is allowed after that only if a physician using best medical judgment says it is necessary to preserve the life, physical or mental health of the woman, because of a lethal fetal anomaly or diagnosis or because the fetus wouldn't likely survive outside the uterus.
State Rep. Christine Barber said that under that framework, hospitals turned away some women for abortions late in pregnancy, even in a case where a fetus had a stroke and was determined to be unlikely to survive.
The new law would take out the list of specific reasons and say simply that it would be allowed "based on the professional judgment of the physician."
#pregnancy #massachusetts
The state Senate adopted the measure Friday, sending it to Democratic Gov. Maura Healey, who has signed other laws strengthening abortion rights.
Under current Massachusetts law, abortion is legal for the first 24 weeks of pregnancy. It is allowed after that only if a physician using best medical judgment says it is necessary to preserve the life, physical or mental health of the woman, because of a lethal fetal anomaly or diagnosis or because the fetus wouldn't likely survive outside the uterus.
State Rep. Christine Barber said that under that framework, hospitals turned away some women for abortions late in pregnancy, even in a case where a fetus had a stroke and was determined to be unlikely to survive.
The new law would take out the list of specific reasons and say simply that it would be allowed "based on the professional judgment of the physician."
#pregnancy #massachusetts
3 days ago
Apple says it has now topped 1.5 billion subscribers for its services business, up from 1 billion in January 2025. However, this segment of Apple's business, which includes the Apple Store, AppleCare, music, video, and cloud services, was the only miss in what was otherwise a record-breaking quarter for the company's hardware sales.
In Apple's fiscal third quarter, the company reported $30.74 billion in services revenue, falling short of the $31.22 billion Wall Street **** ysts had expected. Combined with a miss in China, Apple's stock tumbled over 4% in after-hours trading.
When asked to dive into what led to the decline in services revenue, Apple CFO Kevan Parekh pointed to several factors. Most notable, however, were the impacts on Apple's cash cow, the App Store.
One factor contributing to the App Store's performance in the quarter was a slowdown in mobile gaming. It also called out the App Store business model changes in certain countries, including the U.S.
The latter is a reference to Apple being under a court order that requires it to now allow app developers to process customer payments outside the App Store — and outside the reach of Apple's commission. While Apple didn't say to what extent this specific issue had impacted App Store revenue, it did remind investors that the matter will be heard by the Supreme Court for a final decision.
#store #billion
In Apple's fiscal third quarter, the company reported $30.74 billion in services revenue, falling short of the $31.22 billion Wall Street **** ysts had expected. Combined with a miss in China, Apple's stock tumbled over 4% in after-hours trading.
When asked to dive into what led to the decline in services revenue, Apple CFO Kevan Parekh pointed to several factors. Most notable, however, were the impacts on Apple's cash cow, the App Store.
One factor contributing to the App Store's performance in the quarter was a slowdown in mobile gaming. It also called out the App Store business model changes in certain countries, including the U.S.
The latter is a reference to Apple being under a court order that requires it to now allow app developers to process customer payments outside the App Store — and outside the reach of Apple's commission. While Apple didn't say to what extent this specific issue had impacted App Store revenue, it did remind investors that the matter will be heard by the Supreme Court for a final decision.
#store #billion
3 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.
Management identified a 'K-shaped' market dynamic where premium fiberglass and core product lines remained flat and resilient, while value-oriented models faced significant pressure from inflation and affordability concerns.
Performance was bolstered by the purposeful rationalization of value models initiated last year, which sacrificed some revenue to gain approximately 100 basis points of margin in the Boat segment.
Propulsion growth was driven by steady OEM demand and significant international share gains, specifically noting a 600 basis point increase in Brazil share since 2019.
Boating participation remains a primary driver of recurring revenue, with Freedom Boat Club member trips increasing by a record 13% in the first half of the year despite higher fuel prices.
#significant
Management identified a 'K-shaped' market dynamic where premium fiberglass and core product lines remained flat and resilient, while value-oriented models faced significant pressure from inflation and affordability concerns.
Performance was bolstered by the purposeful rationalization of value models initiated last year, which sacrificed some revenue to gain approximately 100 basis points of margin in the Boat segment.
Propulsion growth was driven by steady OEM demand and significant international share gains, specifically noting a 600 basis point increase in Brazil share since 2019.
Boating participation remains a primary driver of recurring revenue, with Freedom Boat Club member trips increasing by a record 13% in the first half of the year despite higher fuel prices.
#significant
3 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.
Management has successfully pivoted the firm toward growth, nearly doubling trading capital to $3.4 billion over the past year through retained earnings and opportunistic debt.
The firm is reestablishing its identity as a technologist-led organization, resulting in multiyear low attrition rates and improved cultural alignment.
Performance gains are attributed to both favorable market conditions and qualitative improvements in execution that management believes would not have been possible two years ago.
The firm is aggressively scaling its human capital, specifically targeting quants, researchers, and engineers to support a growing pipeline of technical projects.
#capital #performance
Management has successfully pivoted the firm toward growth, nearly doubling trading capital to $3.4 billion over the past year through retained earnings and opportunistic debt.
The firm is reestablishing its identity as a technologist-led organization, resulting in multiyear low attrition rates and improved cultural alignment.
Performance gains are attributed to both favorable market conditions and qualitative improvements in execution that management believes would not have been possible two years ago.
The firm is aggressively scaling its human capital, specifically targeting quants, researchers, and engineers to support a growing pipeline of technical projects.
#capital #performance
3 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.
Organic revenue growth accelerated to 10% year-over-year, driven by broad-based demand for tactical radars, electric propulsion, and infrared sensing.
Adjusted EBITDA grew 33% with 240 basis points of margin expansion, primarily resulting from disciplined program execution and favorable risk retirement in the naval business.
Management highlighted a 'platform-agnostic' strategy that allows the company to capture growth across diverse defense priorities without being tied to specific vehicle procurement lines.
The acquisition of Raft LLC for $450 million is intended to bridge the gap between hardware sensing and AI-driven decision-making at the tactical edge.
#year #tactical
Organic revenue growth accelerated to 10% year-over-year, driven by broad-based demand for tactical radars, electric propulsion, and infrared sensing.
Adjusted EBITDA grew 33% with 240 basis points of margin expansion, primarily resulting from disciplined program execution and favorable risk retirement in the naval business.
Management highlighted a 'platform-agnostic' strategy that allows the company to capture growth across diverse defense priorities without being tied to specific vehicle procurement lines.
The acquisition of Raft LLC for $450 million is intended to bridge the gap between hardware sensing and AI-driven decision-making at the tactical edge.
#year #tactical
3 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.
Performance attribution is increasingly driven by the monetization of environmental attributes, specifically methane stream credits from the Buchanan mine.
Operational execution remains focused on long-term value per share, with management maintaining a countercyclical approach to capital allocation and share repurchases.
The company is seeing significant efficiency gains in Utica drilling, with 24-hour drilling records contributing to a stable well cost profile of approximately $1.7 thousand per foot.
Strategic positioning in Appalachia is supported by a bullish long-term outlook for natural gas, despite anticipated near-term macro softness in 2026 and 2027.
#long #Share #NVIDIA #operational
Performance attribution is increasingly driven by the monetization of environmental attributes, specifically methane stream credits from the Buchanan mine.
Operational execution remains focused on long-term value per share, with management maintaining a countercyclical approach to capital allocation and share repurchases.
The company is seeing significant efficiency gains in Utica drilling, with 24-hour drilling records contributing to a stable well cost profile of approximately $1.7 thousand per foot.
Strategic positioning in Appalachia is supported by a bullish long-term outlook for natural gas, despite anticipated near-term macro softness in 2026 and 2027.
#long #Share #NVIDIA #operational