4 hours ago
When the Patriots traded Kayshon Boutte to the Texans this week, much of the focus was on the Texans' need for a wideout and New England's increased depth at receiver.
Patriots executive vice president of player personnel Eliot Wolf had a different view when asked about the deal at a Tuesday press conference. Wolf acknowledged that the team feels "really good about our receiver group," but focused on the opportunity to acquire safety Jaylen Reed after liking what they saw from him heading into the 2025 draft.
"Jaylen was a guy that we identified in the draft process as someone that we might pick, and he ended up going before we could take him," Wolf said, via a transcript from the team. "We followed his career last year with Houston and thought it was pretty remarkable that, as a rookie who hadn't played much during the regular season, they trusted him enough to play the majority of the playoff games. We just continued to follow him, and when we determined that he might be available, he was someone that we wanted to acquire."
Wolf said that there is "no concern" about trading Boutte to a team that they could be competing with for a playoff spot in the AFC and a full accounting of the trade will likely wait until we find out how the two teams wind up stacking up come the end of the season.
#team
Patriots executive vice president of player personnel Eliot Wolf had a different view when asked about the deal at a Tuesday press conference. Wolf acknowledged that the team feels "really good about our receiver group," but focused on the opportunity to acquire safety Jaylen Reed after liking what they saw from him heading into the 2025 draft.
"Jaylen was a guy that we identified in the draft process as someone that we might pick, and he ended up going before we could take him," Wolf said, via a transcript from the team. "We followed his career last year with Houston and thought it was pretty remarkable that, as a rookie who hadn't played much during the regular season, they trusted him enough to play the majority of the playoff games. We just continued to follow him, and when we determined that he might be available, he was someone that we wanted to acquire."
Wolf said that there is "no concern" about trading Boutte to a team that they could be competing with for a playoff spot in the AFC and a full accounting of the trade will likely wait until we find out how the two teams wind up stacking up come the end of the season.
#team
5 hours ago
Nike's (NKE) dreadful stretch of earnings under the thought-to-be savior CEO Elliott Hill may not be ending anytime soon, judging by what key partner ******* 's Sporting Goods (DKS) said this week.
"I think we have the [footwear] hangover right now," ******* 's Sporting Goods executive chairman Ed Stack told ******* ysts on his earnings call Tuesday. "We are going through that with these legacy silhouettes. The new styles of shoes that are coming out from brands across the board — whether it be Nike, whether it be Adidas, whether it be On, HOKA — we are going through that reset right now."
Lifestyle sneakers from Nike, with minimal fashion looks, have been solid performers for ******* 's in recent years, but they are quickly falling out of favor with consumers.
In turn, Nike is taking aggressive markdowns to clear slow-moving product. This has led competing brands to replicate these tactics, which is sparking a "domino effect of pricing pressure on styles of yesterday," Jefferies ******* yst Jonathan Matuszewski said.
"This is unfortunate for ******* 's given their high reliance on Nike and growing reliance on other emerging brands in recent years," Matuszewski wrote in a note.
#whether #goods #matuszewski #going
"I think we have the [footwear] hangover right now," ******* 's Sporting Goods executive chairman Ed Stack told ******* ysts on his earnings call Tuesday. "We are going through that with these legacy silhouettes. The new styles of shoes that are coming out from brands across the board — whether it be Nike, whether it be Adidas, whether it be On, HOKA — we are going through that reset right now."
Lifestyle sneakers from Nike, with minimal fashion looks, have been solid performers for ******* 's in recent years, but they are quickly falling out of favor with consumers.
In turn, Nike is taking aggressive markdowns to clear slow-moving product. This has led competing brands to replicate these tactics, which is sparking a "domino effect of pricing pressure on styles of yesterday," Jefferies ******* yst Jonathan Matuszewski said.
"This is unfortunate for ******* 's given their high reliance on Nike and growing reliance on other emerging brands in recent years," Matuszewski wrote in a note.
#whether #goods #matuszewski #going
6 hours ago
Alibaba Group Holding Limited (NYSE:BABA) has launched a HK$80 billion ($10.2 billion) Hong Kong share placement to fund its artificial intelligence ambitions. The company plans to use all of the proceeds to strengthen its "full-stack" AI capabilities, including computing infrastructure, chips, and AI model development. The offering involves 710 million new shares, which will increase the company's share count and dilute existing shareholders. The placement was reportedly oversubscribed, indicating strong institutional demand for the offering.
The timing of the capital raise is important. Alibaba recently reported a 75% year-over-year decline in quarterly net profit, while capital expenditures jumped 75% to RMB67.68 billion. At the same time, its AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. This shows the trade-off investors are currently facing: Alibaba is spending heavily on AI, which is pressuring near-term profitability, but the investment is also producing strong growth in its cloud business.
The strongest argument for Alibaba Group Holding Limited (NYSE:BABA) is that its AI investment is already translating into meaningful business growth. AI Cloud and Compute Services revenue increased 45% in the latest quarter, while revenue from AI-related products continued to record triple-digit growth. This suggests that Alibaba is not simply spending money on an unproven technology; it is seeing growing demand for its AI and cloud offerings.
The additional $10.2 billion could allow Alibaba to accelerate this growth. The company has the advantage of operating across several parts of the AI ecosystem, including cloud computing, AI models, chips and infrastructure. Building these capabilities together could help it capture more value as businesses increasingly adopt AI.
The capital raise also gives Alibaba additional financial flexibility as it pursues its long-term AI strategy. The company had already committed substantial funds to AI and cloud infrastructure, and the latest offering allows it to continue investing without relying entirely on internally generated cash.
#infrastructure
The timing of the capital raise is important. Alibaba recently reported a 75% year-over-year decline in quarterly net profit, while capital expenditures jumped 75% to RMB67.68 billion. At the same time, its AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. This shows the trade-off investors are currently facing: Alibaba is spending heavily on AI, which is pressuring near-term profitability, but the investment is also producing strong growth in its cloud business.
The strongest argument for Alibaba Group Holding Limited (NYSE:BABA) is that its AI investment is already translating into meaningful business growth. AI Cloud and Compute Services revenue increased 45% in the latest quarter, while revenue from AI-related products continued to record triple-digit growth. This suggests that Alibaba is not simply spending money on an unproven technology; it is seeing growing demand for its AI and cloud offerings.
The additional $10.2 billion could allow Alibaba to accelerate this growth. The company has the advantage of operating across several parts of the AI ecosystem, including cloud computing, AI models, chips and infrastructure. Building these capabilities together could help it capture more value as businesses increasingly adopt AI.
The capital raise also gives Alibaba additional financial flexibility as it pursues its long-term AI strategy. The company had already committed substantial funds to AI and cloud infrastructure, and the latest offering allows it to continue investing without relying entirely on internally generated cash.
#infrastructure
6 hours ago
Fox Sports college football ****** yst Joel Klatt recently announced his predictions for the 2027 College Football Playoff.
Much like other CFP predictions for the upcoming season, Klatt has Notre Dame reaching the national championship game. Going into the CFP as the second seed, Klatt has the Irish winning it all for the first time in nearly 40 years.
Through Fox Sports' The Joel Klatt Show podcast, Klatt predicted that Notre Dame will beat seventh-seeded Georgia in the quarterfinals, defeat third-seeded Miami in the semifinals then knock off top-seeded Oregon in the ****** le game.
It remains to be seen how Notre Dame will respond this season after being snubbed out of the CFP last year. However, with a stacked roster this season, the Irish are poised for redemption and to raise the CFP trophy.
The Irish will begin their run to the national championship game at home on Sept. 6 against Wisconsin.
#notre #sports
Much like other CFP predictions for the upcoming season, Klatt has Notre Dame reaching the national championship game. Going into the CFP as the second seed, Klatt has the Irish winning it all for the first time in nearly 40 years.
Through Fox Sports' The Joel Klatt Show podcast, Klatt predicted that Notre Dame will beat seventh-seeded Georgia in the quarterfinals, defeat third-seeded Miami in the semifinals then knock off top-seeded Oregon in the ****** le game.
It remains to be seen how Notre Dame will respond this season after being snubbed out of the CFP last year. However, with a stacked roster this season, the Irish are poised for redemption and to raise the CFP trophy.
The Irish will begin their run to the national championship game at home on Sept. 6 against Wisconsin.
#notre #sports
7 hours ago
In ancient legend, 300 Spartan warriors held the narrow pass at Thermopylae against a vast, overwhelming force, relying on a critical bottleneck to offset impossible odds. Today, America's energy security is facing its own fateful "300" moment, fought thousands of feet beneath the Gulf Coast.
As crude inventories in the Strategic Petroleum Reserve drain toward their operational limits, America is left, armed with just 300 million barrels. This dwindling buffer forces the nation into a high-stakes standoff against the uncompromising laws of fluid dynamics, immense geological forces, strict federal statutes, and relentless geopolitical pressure.
The SPR is a subsurface engineering marvel. Spanning 60 massive underground salt caverns across four storage sites in Texas and Louisiana, the system holds a combined authorized capacity of 714 million barrels. These solution-mined cavities are gigantic, often 300 feet wide and 2,000 feet tall, large enough to stack the Empire State Building inside.
Because these caverns operate entirely on a liquid displacement system, they can never be left empty. If the fluids were removed without replacement, the immense geological weight of the overlying earth would cause the salt domes to collapse inward like a crushed shield. Consequently, the total volume of fluid inside the reserve must be permanently maintained at 714 million barrels. However, the actual crude oil inventory tells a sobering story. The crude oil volume currently stands at approximately 293 million barrels. The remainder is entirely heavy salt brine used to push the oil out. Operating below this 300-million-barrel threshold pushes the aging infrastructure into uncharted and hazardous territory.
According to the Department of Energy, the absolute physical minimum crude oil inventory is approximately 70 million barrels. This cushion is required at the very top of the caverns to keep the extraction pipes safely submerged in oil rather than the underlying water. But while 70 million barrels is the structural floor where the salt rock might physically hold together, the practical operational floor is much higher, around 250 million barrels.
#energy
As crude inventories in the Strategic Petroleum Reserve drain toward their operational limits, America is left, armed with just 300 million barrels. This dwindling buffer forces the nation into a high-stakes standoff against the uncompromising laws of fluid dynamics, immense geological forces, strict federal statutes, and relentless geopolitical pressure.
The SPR is a subsurface engineering marvel. Spanning 60 massive underground salt caverns across four storage sites in Texas and Louisiana, the system holds a combined authorized capacity of 714 million barrels. These solution-mined cavities are gigantic, often 300 feet wide and 2,000 feet tall, large enough to stack the Empire State Building inside.
Because these caverns operate entirely on a liquid displacement system, they can never be left empty. If the fluids were removed without replacement, the immense geological weight of the overlying earth would cause the salt domes to collapse inward like a crushed shield. Consequently, the total volume of fluid inside the reserve must be permanently maintained at 714 million barrels. However, the actual crude oil inventory tells a sobering story. The crude oil volume currently stands at approximately 293 million barrels. The remainder is entirely heavy salt brine used to push the oil out. Operating below this 300-million-barrel threshold pushes the aging infrastructure into uncharted and hazardous territory.
According to the Department of Energy, the absolute physical minimum crude oil inventory is approximately 70 million barrels. This cushion is required at the very top of the caverns to keep the extraction pipes safely submerged in oil rather than the underlying water. But while 70 million barrels is the structural floor where the salt rock might physically hold together, the practical operational floor is much higher, around 250 million barrels.
#energy
10 hours ago
Tate McRae risked baring it all in a Calvin Klein jacket that slipped off her shoulders. The Grammy winner put a modern twist on classic cold-weather street style, posing for a photo for the brand's new ad campaign. Her look perfectly blended tactile texture with relaxed-denim construction.
Tate McRae wore a Calvin Klein Faux Teddy Collar Jacket in the warm, earthy Tiger's Eye shade. The jacket featured a plush, cloud-like shearling finish. The nubby, curly grain added visual depth and tactile richness. Designed with a structured spread collar and a slightly oversized, boxy silhouette, the outerwear offered a plush contrast to the sleek skin showing underneath.
Styled off-the-shoulder, the jacket's heavy texture draped fluidly, softening its structural volume while creating a moody, relaxed, louche effect. For her lower half, she opted for 90s Straight Jeans in Indigo Julius, also from Calvin Klein.
They had a timeless vintage rise and a relaxed, straight-leg silhouette that added a grounding classic denim structure. Further, the deep indigo wash featured subtle whiskering and tonal contrast that caught the warm lighting.
The full-length leg stacked naturally over the frame as she sat. The rigid denim fell loosely, mirroring the jacket's effortless ease. The contrast between the rich, dark indigo cotton and the warm, honeyed tones of the plush teddy coat brought dimension to her look. Together, they struck the perfect balance between retro nostalgia and modern glamour.
#jacket #denim #contrast
Tate McRae wore a Calvin Klein Faux Teddy Collar Jacket in the warm, earthy Tiger's Eye shade. The jacket featured a plush, cloud-like shearling finish. The nubby, curly grain added visual depth and tactile richness. Designed with a structured spread collar and a slightly oversized, boxy silhouette, the outerwear offered a plush contrast to the sleek skin showing underneath.
Styled off-the-shoulder, the jacket's heavy texture draped fluidly, softening its structural volume while creating a moody, relaxed, louche effect. For her lower half, she opted for 90s Straight Jeans in Indigo Julius, also from Calvin Klein.
They had a timeless vintage rise and a relaxed, straight-leg silhouette that added a grounding classic denim structure. Further, the deep indigo wash featured subtle whiskering and tonal contrast that caught the warm lighting.
The full-length leg stacked naturally over the frame as she sat. The rigid denim fell loosely, mirroring the jacket's effortless ease. The contrast between the rich, dark indigo cotton and the warm, honeyed tones of the plush teddy coat brought dimension to her look. Together, they struck the perfect balance between retro nostalgia and modern glamour.
#jacket #denim #contrast
14 hours ago
Alibaba Group Holding Limited announced the placement of $80 billion HK for 710 million newly issued ordinary shares to non-U.S. investors outside the U.S. The price is $112.70 HK per placement share and is expected to close Aug. 26.
"The equity placement is being undertaken to extend the company's global AI leadership," the company said in a statement Monday. "Alibaba intends to use 100 percent of the net proceeds from the equity placement to invest in its full-stack AI capabilities, including to expand and enhance its AI infrastructure."
More from WWD
Holiday Shoppers Embrace AI, Retailers Struggle to Keep Up
'Moneymaxxing' and Why Holiday Shoppers Are Doing It.
#alibaba #group #Monday #embrace
"The equity placement is being undertaken to extend the company's global AI leadership," the company said in a statement Monday. "Alibaba intends to use 100 percent of the net proceeds from the equity placement to invest in its full-stack AI capabilities, including to expand and enhance its AI infrastructure."
More from WWD
Holiday Shoppers Embrace AI, Retailers Struggle to Keep Up
'Moneymaxxing' and Why Holiday Shoppers Are Doing It.
#alibaba #group #Monday #embrace
15 hours ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Arm Holdings plc (NASDAQ:ARM) as a leading contributor. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 21, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $243.32 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -8.64%, and its shares gained 76.60% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $259.87 billion.
SGA Global Growth Strategy stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Arm Holdings plc (NASDAQ:ARM), leading designer and licensor of CPU architectures and related subsystems, was a top contributor to performance again this quarter. The company delivered solid quarterly results, including 20% revenue growth and 12% profit growth, with continued strength in licensing activity and sustained royalty expansion despite a tougher comparison period. Management guidance reinforced confidence in maintaining roughly 20% revenue growth, supported by increasing demand for Arm-based CPUs and expanding adoption across data center and AI workloads, which helped offset expected weakness in handset markets. Confidence was further supported by evidence of strong CPU demand, improving share gains versus x86 architectures, and growing customer traction, including an expanding roster of signed partners and management's confidence in achieving long-term revenue targets. With strong pricing power, highly recurring revenues, and expanding royalty rates as Arm captures more value across the compute stack, we continue to view the company as a high-quality, long-term compounder well-positioned to benefit from the proliferation of AI and power efficient computing. We
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Arm Holdings plc (NASDAQ:ARM) as a leading contributor. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 21, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $243.32 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -8.64%, and its shares gained 76.60% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $259.87 billion.
SGA Global Growth Strategy stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Arm Holdings plc (NASDAQ:ARM), leading designer and licensor of CPU architectures and related subsystems, was a top contributor to performance again this quarter. The company delivered solid quarterly results, including 20% revenue growth and 12% profit growth, with continued strength in licensing activity and sustained royalty expansion despite a tougher comparison period. Management guidance reinforced confidence in maintaining roughly 20% revenue growth, supported by increasing demand for Arm-based CPUs and expanding adoption across data center and AI workloads, which helped offset expected weakness in handset markets. Confidence was further supported by evidence of strong CPU demand, improving share gains versus x86 architectures, and growing customer traction, including an expanding roster of signed partners and management's confidence in achieving long-term revenue targets. With strong pricing power, highly recurring revenues, and expanding royalty rates as Arm captures more value across the compute stack, we continue to view the company as a high-quality, long-term compounder well-positioned to benefit from the proliferation of AI and power efficient computing. We
19 hours ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 21, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.75 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 4.65%, while its shares gained 63.39% over the past 52 weeks.
SGA Global Growth Strategy stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) was a contributor to performance during the quarter supported by the continued narrative that the company is a well-positioned beneficiary of the AI investment cycle. Its full‑stack exposure spans infrastructure, foundational models, developer tools, and scaled consumer applications, providing broad participation in AI adoption. The stock benefited from the company's Q1 report which highlighted robust ongoing demand for the company's AI compute resources. We continue to view Alphabet as a high-quality, long-term compounder. Its leading global platforms, supported by strong network effects, direct user relationships, and scaled infrastructure, underpin durable pricing power and highly recurring revenue streams. The company remains well-positioned to benefit from sustained growth drivers, including the ongoing shift toward digital advertising and cloud computing, while its continued investment in AI and innovation supports its ability to reinforce its competitive position over time. We raised the position target, maintaining an above-average weight."
#alphabet #strategy #investment
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Alphabet Inc. (NASDAQ:GOOG) as a leading performance contributor. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On August 21, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.75 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of 4.65%, while its shares gained 63.39% over the past 52 weeks.
SGA Global Growth Strategy stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) was a contributor to performance during the quarter supported by the continued narrative that the company is a well-positioned beneficiary of the AI investment cycle. Its full‑stack exposure spans infrastructure, foundational models, developer tools, and scaled consumer applications, providing broad participation in AI adoption. The stock benefited from the company's Q1 report which highlighted robust ongoing demand for the company's AI compute resources. We continue to view Alphabet as a high-quality, long-term compounder. Its leading global platforms, supported by strong network effects, direct user relationships, and scaled infrastructure, underpin durable pricing power and highly recurring revenue streams. The company remains well-positioned to benefit from sustained growth drivers, including the ongoing shift toward digital advertising and cloud computing, while its continued investment in AI and innovation supports its ability to reinforce its competitive position over time. We raised the position target, maintaining an above-average weight."
#alphabet #strategy #investment
19 hours ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
23 hours ago
The second quarter earnings season is nearly complete, with Nvidia's (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors watched for key updates from dollar stores Dollar Tree (DLTR) and Dollar General (DG); software companies, such as Salesforce (CRM), Intuit (INTU), and Zoom (ZM); and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Dick's Sporting Goods (DKS) plunged further into the red on Tuesday after the footwear and apparel retailer warned that headwinds may get worse for the remainder of the year.
"We're going to go through some pain," ******* 's executive chairman Edward Stack said in the company's earnings call. "Every once in a while, an industry has to go through a little bit of pain to reset, and we're going through that right now. But we're going to come out the other side, the industry and ******* 's Inc., stronger than we've gone into it."
#earnings #Growth #second
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors watched for key updates from dollar stores Dollar Tree (DLTR) and Dollar General (DG); software companies, such as Salesforce (CRM), Intuit (INTU), and Zoom (ZM); and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Dick's Sporting Goods (DKS) plunged further into the red on Tuesday after the footwear and apparel retailer warned that headwinds may get worse for the remainder of the year.
"We're going to go through some pain," ******* 's executive chairman Edward Stack said in the company's earnings call. "Every once in a while, an industry has to go through a little bit of pain to reset, and we're going through that right now. But we're going to come out the other side, the industry and ******* 's Inc., stronger than we've gone into it."
#earnings #Growth #second
24 hours ago
Nvidia's 15% price hike hands Alphabet (GOOGL) a sales pitch for its TPUs and keeps Marvell (MRVL) winning regardless of which architecture dominates.
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
1 day ago
Green Bay Packers defensive tackle Chris McClellan may not play a ton of defensive snaps as a rookie, but he showed what he's capable of against the Denver Broncos on Friday. The third-round pick's impressive six total tackle performance in the second preseason game caught the attention of his head coach.
"I thought he flashed. I thought he did a lot of great things, just playing with the playstyle we're looking for," coach Matt LaFleur said Monday. "He showed some good burst getting after the quarterback. There was a play where he got out of the stack and almost took out Jaylin Simpson, but I like the effort running to the football. There's certainly a lot of things he can improve upon as well, and we'll get him coached up on those, but I do think he's a really good young, talented player."
McClellan may not factor much into the Packers' defensive line rotation this season when Devonte Wyatt and Javon Hargrave are healthy. However, Green Bay used a Day 2 pick on McClellan because his skill set as a pass rusher and run defender showed long-term upside that could pay off in the future.
For today's film room, we are going to break down two of McClellan's better plays in Denver.
First, we are taking a look at a pass rush rep McClellan had against the Broncos' starting offense during the first quarter. He's lined up as the 3-technique over left guard Ben Powers' outside shoulder. When you look at McClellan's 6-foot-4, 313-pound frame, you would expect him to be tough to move but maybe not move as well as he does.
#packers #play
"I thought he flashed. I thought he did a lot of great things, just playing with the playstyle we're looking for," coach Matt LaFleur said Monday. "He showed some good burst getting after the quarterback. There was a play where he got out of the stack and almost took out Jaylin Simpson, but I like the effort running to the football. There's certainly a lot of things he can improve upon as well, and we'll get him coached up on those, but I do think he's a really good young, talented player."
McClellan may not factor much into the Packers' defensive line rotation this season when Devonte Wyatt and Javon Hargrave are healthy. However, Green Bay used a Day 2 pick on McClellan because his skill set as a pass rusher and run defender showed long-term upside that could pay off in the future.
For today's film room, we are going to break down two of McClellan's better plays in Denver.
First, we are taking a look at a pass rush rep McClellan had against the Broncos' starting offense during the first quarter. He's lined up as the 3-technique over left guard Ben Powers' outside shoulder. When you look at McClellan's 6-foot-4, 313-pound frame, you would expect him to be tough to move but maybe not move as well as he does.
#packers #play
1 day ago
Hello everyone, and welcome back for another week of rankings in the UFC. This weekend was another great card for the UFC as we saw Gregory Rodrigues take apart Anthony Hernandez in the main event. This went with the rest of the card, where we saw some other favorites lose as well.
Next up is UFC Fight Night 286 in Shanghai, China, which features Umar Nurmagomedov versus Yadong Song for the main event. With this card stacked better than last week's fight card, let's all get ready to enjoy another weekend of fights.
That being said, let's get to this week's rankings and see who made it. Have a great day, everyone, and may the fights be with you.
MORE: Former NY Jets linebacker making UFC debut in Sacramento
May 9, 2026; Newark, New Jersey, UNITED STATES; Joshua Van (red gloves) celebrates after defeating Tatsuro Taira (blue gloves) during UFC 328 at Prudential Center. Mandatory Credit: John Jones-Imagn Images
#weekend #main #fights
Next up is UFC Fight Night 286 in Shanghai, China, which features Umar Nurmagomedov versus Yadong Song for the main event. With this card stacked better than last week's fight card, let's all get ready to enjoy another weekend of fights.
That being said, let's get to this week's rankings and see who made it. Have a great day, everyone, and may the fights be with you.
MORE: Former NY Jets linebacker making UFC debut in Sacramento
May 9, 2026; Newark, New Jersey, UNITED STATES; Joshua Van (red gloves) celebrates after defeating Tatsuro Taira (blue gloves) during UFC 328 at Prudential Center. Mandatory Credit: John Jones-Imagn Images
#weekend #main #fights
1 day ago
A US airman who was arrested twice, once on the steps of the US Capitol while calling for the impeachment of President Donald Trump, was officially criminally charged Monday for his comments, according to a charging document his attorney shared with CNN.
Maj. Jason Watson faces the following charges under the Uniform Code of Military Justice, according to the document: three violations of Article 88 for alleged "contemptuous" remarks about Trump, five violations of Article 92 for allegedly disobeying orders and two violations of Article 133 for alleged conduct unbecoming an officer.
The rare Article 88 charges are connected to the Air Force officer's June interview with the Defenders of our Republic Substack newsletter, his July 1 protest in uniform at the US Capitol, and an August 17 CNN interview.
It can be considered a violation of the Uniform Code of Military Justice to participate in uniform in any overtly partisan activity, such as a political protest, or to use "contemptuous words" against the president and other high-ranking civilian officials. Many low-level offenses of these rules are resolved informally, but Watson's violations were unusually high-profile.
Watson was first arrested in July while protesting in uniform at the US Capitol, and he was then arrested again last week just days after criticizing Trump again during a CNN interview. One of his attorneys, Chris Mutimer, told CNN that his client was ordered to remain in "pre-trial confinement" — an action ******* ogous to a denial of bond in civilian court — pending legal action against him.
#capitol #arrested
Maj. Jason Watson faces the following charges under the Uniform Code of Military Justice, according to the document: three violations of Article 88 for alleged "contemptuous" remarks about Trump, five violations of Article 92 for allegedly disobeying orders and two violations of Article 133 for alleged conduct unbecoming an officer.
The rare Article 88 charges are connected to the Air Force officer's June interview with the Defenders of our Republic Substack newsletter, his July 1 protest in uniform at the US Capitol, and an August 17 CNN interview.
It can be considered a violation of the Uniform Code of Military Justice to participate in uniform in any overtly partisan activity, such as a political protest, or to use "contemptuous words" against the president and other high-ranking civilian officials. Many low-level offenses of these rules are resolved informally, but Watson's violations were unusually high-profile.
Watson was first arrested in July while protesting in uniform at the US Capitol, and he was then arrested again last week just days after criticizing Trump again during a CNN interview. One of his attorneys, Chris Mutimer, told CNN that his client was ordered to remain in "pre-trial confinement" — an action ******* ogous to a denial of bond in civilian court — pending legal action against him.
#capitol #arrested
1 day ago
After boasting five 1,000-yard running backs in 2025, the Southeastern Conference has a plethora of talented newcomers and returning veterans at the position looking to increase that total this season.
Missouri running back Ahmad Hardy and Ole Miss' Kewan Lacy led the league with two of the best campaigns the conference has seen at the position in a long time. Both eclipsed 1,500 yards on the ground and more than 15 rushing touchdowns for their respective squads last year.
Meanwhile, transfers like Raleek Brown (Texas), CJ Baxter (Kentucky) and Dilin Jones (LSU) are looking to make their mark for their new teams, as they face the first nine-game schedule in SEC history.
The conference is stacked with talent at the position who give defensive coordinators nightmares on film, but there is only room for one running back on the throne.
Here are the top-10 SEC running backs entering the 2026 season:
#season #back #southeastern
Missouri running back Ahmad Hardy and Ole Miss' Kewan Lacy led the league with two of the best campaigns the conference has seen at the position in a long time. Both eclipsed 1,500 yards on the ground and more than 15 rushing touchdowns for their respective squads last year.
Meanwhile, transfers like Raleek Brown (Texas), CJ Baxter (Kentucky) and Dilin Jones (LSU) are looking to make their mark for their new teams, as they face the first nine-game schedule in SEC history.
The conference is stacked with talent at the position who give defensive coordinators nightmares on film, but there is only room for one running back on the throne.
Here are the top-10 SEC running backs entering the 2026 season:
#season #back #southeastern
1 day ago
The Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and the Fidelity MSCI Information Technology Index ETF (NYSEMKT:FTEC) both target the fast-moving technology ****** e, but they do so with different philosophies.
While FTEC tracks a market-cap-weighted index of the entire U.S. technology sector, CHAT uses a proprietary strategy to pinpoint companies specifically benefiting from the rise of generative AI. Here's how the two funds stack up.
Metric
FTEC
CHAT
#ftec #nysemkt
While FTEC tracks a market-cap-weighted index of the entire U.S. technology sector, CHAT uses a proprietary strategy to pinpoint companies specifically benefiting from the rise of generative AI. Here's how the two funds stack up.
Metric
FTEC
CHAT
#ftec #nysemkt
1 day ago
A 65-year-old on average Social Security needs just $125,000 invested to bridge the gap to $2,500 a month in Myrtle Beach.
Coastal wind, flood, and hazard insurance stacks to between $6,000 and $9,000 annually, consuming up to 30% of a $30,000 retirement budget.
Early retirees between ages 55 and 60 who lack Social Security income need between $800,000 and $900,000 and must engineer an ACA healthcare bridge before relocating.
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.
A common question is whether you can retire near the ocean on modest money. South Carolina taxes lightly, the Grand Strand stays warm, and $2,500 a month, which is roughly the average Social Security check plus a small supplement, feels like it ought to stretch pretty far. The real question is whether the math actually holds once you price in coastal reality. It can, but only under specific choices, and the trap most planners overlook involves coastal insurance costs rather than everyday expenses.
#month
Coastal wind, flood, and hazard insurance stacks to between $6,000 and $9,000 annually, consuming up to 30% of a $30,000 retirement budget.
Early retirees between ages 55 and 60 who lack Social Security income need between $800,000 and $900,000 and must engineer an ACA healthcare bridge before relocating.
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.
A common question is whether you can retire near the ocean on modest money. South Carolina taxes lightly, the Grand Strand stays warm, and $2,500 a month, which is roughly the average Social Security check plus a small supplement, feels like it ought to stretch pretty far. The real question is whether the math actually holds once you price in coastal reality. It can, but only under specific choices, and the trap most planners overlook involves coastal insurance costs rather than everyday expenses.
#month
2 days ago
Retired married couples can withdraw ~$46,700 from a traditional IRA tax-free by stacking three 2026 deductions, including $32,200 standard and $12,000 in new senior deductions.
Most retirees skip this window by ****** uming all IRA withdrawals trigger taxes, waiting for forced RMDs at 73 when rates can reach 22% or higher.
Couples can use the window to reinvest IRA funds in a brokerage account or convert to Roth, both strategies carrying zero federal tax owed.
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.
Every January, a specific window opens for retired married couples: they can pull roughly $46,700 out of a traditional IRA, count it as ordinary income, and owe nothing in federal tax. The window closes on December 31. Most couples do not use it, and the mechanics of why they leave it unused, and what it costs them later, are the actual story.
#advisor
Most retirees skip this window by ****** uming all IRA withdrawals trigger taxes, waiting for forced RMDs at 73 when rates can reach 22% or higher.
Couples can use the window to reinvest IRA funds in a brokerage account or convert to Roth, both strategies carrying zero federal tax owed.
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.
Every January, a specific window opens for retired married couples: they can pull roughly $46,700 out of a traditional IRA, count it as ordinary income, and owe nothing in federal tax. The window closes on December 31. Most couples do not use it, and the mechanics of why they leave it unused, and what it costs them later, are the actual story.
#advisor
2 days ago
James Blunt shared an article Monday defending himself amid rumors that he was the "very famous" and "undressed" British singer-songwriter Hayden Panettiere was left in bed on a boat with at age 18.
The article, ****** led "Hayden Panettiere and James Blunt – An Internet Lynching" from the Substack "WTF With Dean Piper," goes into the allegations that have swirled since Panettiere's death on Aug. 21 as fans revisit the troubled actress' May 2026 memoir, "This Is Me: A Reckoning." Piper argues that Blunt couldn't have been the man in question.
Blunt shared the article on X in apparent agreement on Monday, simply adding, "
" to the post.
In "This Is Me," Panettiere described being introduced to a "a famous thirty-something British singer-songwriter lying in a bed" on a boat, where her friend said, "I want you to get in bed with him. He has a huge ****** ." The late actress was 18 years old at the time and remembered the experience as a past trauma. She said, "This is not going to happen," before leaving the room but being stuck on the boat.
#piper
The article, ****** led "Hayden Panettiere and James Blunt – An Internet Lynching" from the Substack "WTF With Dean Piper," goes into the allegations that have swirled since Panettiere's death on Aug. 21 as fans revisit the troubled actress' May 2026 memoir, "This Is Me: A Reckoning." Piper argues that Blunt couldn't have been the man in question.
Blunt shared the article on X in apparent agreement on Monday, simply adding, "
" to the post.
In "This Is Me," Panettiere described being introduced to a "a famous thirty-something British singer-songwriter lying in a bed" on a boat, where her friend said, "I want you to get in bed with him. He has a huge ****** ." The late actress was 18 years old at the time and remembered the experience as a past trauma. She said, "This is not going to happen," before leaving the room but being stuck on the boat.
#piper
2 days ago
James Blunt is putting a stop to rumours that he was the "undressed" and "very famous" man Hayden Panettiere found herself in bed with on a yacht when she was 18 years old.
In her memoir, This Is Me: A Reckoning, Panettiere described the man as a "famous thirty-something British singer-songwriter", to whom she was "delivered".
On Monday, the You're Beautiful singer shared to X a link to a Substack article by journalist Dean Piper which seeks to debunk the speculation that Blunt is the unnamed man.
The piece, **** led Hayden Panettiere and James Blunt, An Internet Lynching, notes that the timing is all wrong.
"It only takes the smallest of AI searches to find out that in May 2009, when pictures of Blunt and Panettiere were taken, she was 19, almost 20. So, if the incident happened when she was 18, Blunt's not your guy."
Piper also argues that Panettiere's story of the disturbing encounter, in which she fled from the room and hid somewhere else on the boat, doesn't match up with her and Blunt being seen together multiple times after the event.
#panettiere #singer
In her memoir, This Is Me: A Reckoning, Panettiere described the man as a "famous thirty-something British singer-songwriter", to whom she was "delivered".
On Monday, the You're Beautiful singer shared to X a link to a Substack article by journalist Dean Piper which seeks to debunk the speculation that Blunt is the unnamed man.
The piece, **** led Hayden Panettiere and James Blunt, An Internet Lynching, notes that the timing is all wrong.
"It only takes the smallest of AI searches to find out that in May 2009, when pictures of Blunt and Panettiere were taken, she was 19, almost 20. So, if the incident happened when she was 18, Blunt's not your guy."
Piper also argues that Panettiere's story of the disturbing encounter, in which she fled from the room and hid somewhere else on the boat, doesn't match up with her and Blunt being seen together multiple times after the event.
#panettiere #singer
2 days ago
Alibaba Group Holding (BABA) seeks to raise about $10 billion in a share sale.
The Chinese e-commerce and cloud computing giant said it will channel 100% of net proceeds into full-stack AI capabilities.
Alibaba is offering 710 million ordinary shares at HK$112.70 each, a 3.6% discount to Friday's close, according to Bloomberg. The deal would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.
Globally, the deal ranks as the third-largest primary follow-on this year. Only Alphabet's $80 billion raise in June and Intel's $15 billion sale in August were bigger.
The full-stack category covers chips, infrastructure, and the development and deployment of AI models. Alibaba will face a 90-day lockup.
#stack #offering #deal
The Chinese e-commerce and cloud computing giant said it will channel 100% of net proceeds into full-stack AI capabilities.
Alibaba is offering 710 million ordinary shares at HK$112.70 each, a 3.6% discount to Friday's close, according to Bloomberg. The deal would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.
Globally, the deal ranks as the third-largest primary follow-on this year. Only Alphabet's $80 billion raise in June and Intel's $15 billion sale in August were bigger.
The full-stack category covers chips, infrastructure, and the development and deployment of AI models. Alibaba will face a 90-day lockup.
#stack #offering #deal
2 days ago
James Blunt reacted to speculation he was involved in an inappropriate incident with a then teenage Hayden Panettiere.
The British singer-songwriter shared an article in his defense.
Panettiere wrote about being left in a bed with a naked and "very famous" man when she was 18 in her memoir.
James Blunt has reacted to speculation that he had an inappropriate experience with a teenage Hayden Panettiere aboard a boat years ago.
The English singer-songwriter shared a piece ***** led "Hayden Panettiere and James Blunt – An Internet Lynching" from the WTF With Dean Piper Substack on X Monday, which debunks the speculation.
#blunt
The British singer-songwriter shared an article in his defense.
Panettiere wrote about being left in a bed with a naked and "very famous" man when she was 18 in her memoir.
James Blunt has reacted to speculation that he had an inappropriate experience with a teenage Hayden Panettiere aboard a boat years ago.
The English singer-songwriter shared a piece ***** led "Hayden Panettiere and James Blunt – An Internet Lynching" from the WTF With Dean Piper Substack on X Monday, which debunks the speculation.
#blunt
2 days ago
White refrigerators, wall-to-wall carpeting, ivy stenciling; the 1990s design trends modern homeowners have gone to great lengths to cover up are about to enter the spotlight once again, thanks to HGTV's new competition series, "Totally '90s House."
Hosted by Jaleel White—the actor anyone with a birth year starting with "19" will know as Steve Urkel from "Family Matters"—the six-episode adventure will follow two celebrity teams as they search the country for homes stuck in a time before artificial intelligence.
Once the nostalgic abodes have been tracked down, the celebs will compete against one another to update the **** es without completely eliminating the '90s charm.
Fans of throwback sitcoms will have a hard time choosing a team to root for, as both sides are stacked with actors who defined the era.
Melissa Joan Hart from "Sabrina the Teenage Witch;" Brian Austin Green from "Beverly Hills, 90210;" Jodie Sweetin from "Full House;" Beverly Mitchell from "7th Heaven;" Matthew Lawrence from "Boy Meets World;" Keshia Knight Pulliam from "The Cosby Show;" and Joey Lawrence from "Blossom" will all enter the competition.
#white #enter #totally
Hosted by Jaleel White—the actor anyone with a birth year starting with "19" will know as Steve Urkel from "Family Matters"—the six-episode adventure will follow two celebrity teams as they search the country for homes stuck in a time before artificial intelligence.
Once the nostalgic abodes have been tracked down, the celebs will compete against one another to update the **** es without completely eliminating the '90s charm.
Fans of throwback sitcoms will have a hard time choosing a team to root for, as both sides are stacked with actors who defined the era.
Melissa Joan Hart from "Sabrina the Teenage Witch;" Brian Austin Green from "Beverly Hills, 90210;" Jodie Sweetin from "Full House;" Beverly Mitchell from "7th Heaven;" Matthew Lawrence from "Boy Meets World;" Keshia Knight Pulliam from "The Cosby Show;" and Joey Lawrence from "Blossom" will all enter the competition.
#white #enter #totally
2 days ago
Wolfspeed (NYSE: WOLF) had been one of the hottest stocks in the market this spring, surging on hopes that it could become the next AI winner.
The rise coincided with a bullish report from Substack publication Citrini Research, which had earlier come into prominence after publishing a thought piece about how artificial intelligence (AI) would negatively impact software-as-a-service (SaaS) stocks, helping sink that sector.
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 »
However, after its shares reached more than $80, Wolfspeed stock has come crashing back down to earth, retracing the big move it had made in May following Citrini pumping the stock. Its latest pullback coincided with another disheartening earnings report on Aug. 19.
Wolfspeed emerged from bankruptcy last fall, wiping out some expensive debt and finding itself on better footing. However, many of the issues that pushed it into bankruptcy in the first place remain. The chief among them is negative gross margins.
#signal #down
The rise coincided with a bullish report from Substack publication Citrini Research, which had earlier come into prominence after publishing a thought piece about how artificial intelligence (AI) would negatively impact software-as-a-service (SaaS) stocks, helping sink that sector.
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 »
However, after its shares reached more than $80, Wolfspeed stock has come crashing back down to earth, retracing the big move it had made in May following Citrini pumping the stock. Its latest pullback coincided with another disheartening earnings report on Aug. 19.
Wolfspeed emerged from bankruptcy last fall, wiping out some expensive debt and finding itself on better footing. However, many of the issues that pushed it into bankruptcy in the first place remain. The chief among them is negative gross margins.
#signal #down
2 days ago
VRT and EQIX both raised 2026 guidance fueled by AI demand, with Vertiv targeting $14 billion in sales and Equinix posting a record 9,700 net interconnections in Q2.
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
DLR holds a record $1.9 billion backlog and 1.4 gigawatts under construction, with CEO Andy Power projecting double-digit earnings growth in 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equinix didn't make the cut. Grab the names FREE today.
The AI capex story now extends well beyond GPUs. As hyperscalers, neoclouds, and sovereign customers race to stand up inference and training capacity, the bottleneck has moved to the physical layer: power, cooling, interconnection, and megawatts of pre-leased shell. That is where the picks in this month's list live. Three US-listed names offer complementary exposure across the data center stack, and each just raised guidance for full-year 2026 on the back of accelerating AI demand.
Below are the three data center stocks worth researching this August, backed by tool-verified pricing, ***** yst consensus, and management commentary from the most recent earnings reports.
#demand #earnings
2 days ago
Carter Grandbois was 16 years old, working for a junk-removal operator in Johnstown, Colorado, when he noticed the cash. His boss kept a thick stack of it in the center console of his truck. Grandbois went home and talked to his dad, and within days, they bought a trailer. The first job paid $500 for 30 minutes of work. "That was kind of an eye-opener," Grandbois, now 18 and working for himself full-time, told Fortune.
Carter's Junk Away bills as much as $15,000 a month in peak season, Grandbois said. His W-2 employees are his high school friends, but he admits that he wasn't able to scale up and reach profitability until he created a pricing calculator, started tracking data, and started using systems to get consistent lead flows.
"I'm really into vibe-coding and creating software," he explained. "After that, we were able to be profitable on every single job," he said proudly. "When our team is out… they're bidding jobs spot-on every single time. So every time they complete a job, I mean, we're making anywhere from $50 to $200 without being on the truck." He said he earns about $125 to $1,000 per junk-removal job and he is increasingly overseeing the business from home as he scales, which is what he means by not "being on the truck."
Grandbois wants to share the wealth, too, via social media. (He's on TikTok at american.junkremoval.) "I was like, 'Hey, like everyone else could totally use this for their business.'" Now he has two calculators—a universal one for everyone and another, "private junk-removal calculator," which he described as detailed for a "more experienced junk-removal business." When asked about potentially creating his own rivals, he shrugged. "That is one of the things with giving away stuff for free. You never know who's watching the content. But at the end of the day, I know I'm doing something good for anyone else who's trying to start."
After all, he explained, it was his inspiration. Where another generation might have read about, say, Warren Buffett in Fortune magazine, he reflected, "it's probably just like Instagram reels where you're scrolling and you're like, 'That guy has a Lamborghini. That dude has a McLaren. Why can't I have one of those?'"
#grandbois #time #every #business
Carter's Junk Away bills as much as $15,000 a month in peak season, Grandbois said. His W-2 employees are his high school friends, but he admits that he wasn't able to scale up and reach profitability until he created a pricing calculator, started tracking data, and started using systems to get consistent lead flows.
"I'm really into vibe-coding and creating software," he explained. "After that, we were able to be profitable on every single job," he said proudly. "When our team is out… they're bidding jobs spot-on every single time. So every time they complete a job, I mean, we're making anywhere from $50 to $200 without being on the truck." He said he earns about $125 to $1,000 per junk-removal job and he is increasingly overseeing the business from home as he scales, which is what he means by not "being on the truck."
Grandbois wants to share the wealth, too, via social media. (He's on TikTok at american.junkremoval.) "I was like, 'Hey, like everyone else could totally use this for their business.'" Now he has two calculators—a universal one for everyone and another, "private junk-removal calculator," which he described as detailed for a "more experienced junk-removal business." When asked about potentially creating his own rivals, he shrugged. "That is one of the things with giving away stuff for free. You never know who's watching the content. But at the end of the day, I know I'm doing something good for anyone else who's trying to start."
After all, he explained, it was his inspiration. Where another generation might have read about, say, Warren Buffett in Fortune magazine, he reflected, "it's probably just like Instagram reels where you're scrolling and you're like, 'That guy has a Lamborghini. That dude has a McLaren. Why can't I have one of those?'"
#grandbois #time #every #business
2 days ago
More details about Hayden Panettiere's relationship with Brian Hickerson continue to emerge days after her death.
According to a new report from Rob Shuter's Naughty But Nice Substack published on Monday, August 24, Brian, 37, was pressuring the Scream 4 star to have a child with him.
"Brian wasn't casually talking about someday becoming a father — he was pushing Hayden to have a baby with him," a source told the outlet.
However, Panettiere — who shared daughter Kaya, 11, with her ex-fiancé Wladimir Klitschko — "understood exactly what another pregnancy could potentially mean for her emotionally," according to the source.
"She wasn't convinced it was something she wanted to risk," the source continued. "Hayden knew how badly things had gone after Kaya. She had lived through postpartum depression, addiction and the heartbreak of being separated from her daughter. Brian wanted a baby. Hayden understood the possible consequences. That was the tension between them."
#brian
According to a new report from Rob Shuter's Naughty But Nice Substack published on Monday, August 24, Brian, 37, was pressuring the Scream 4 star to have a child with him.
"Brian wasn't casually talking about someday becoming a father — he was pushing Hayden to have a baby with him," a source told the outlet.
However, Panettiere — who shared daughter Kaya, 11, with her ex-fiancé Wladimir Klitschko — "understood exactly what another pregnancy could potentially mean for her emotionally," according to the source.
"She wasn't convinced it was something she wanted to risk," the source continued. "Hayden knew how badly things had gone after Kaya. She had lived through postpartum depression, addiction and the heartbreak of being separated from her daughter. Brian wanted a baby. Hayden understood the possible consequences. That was the tension between them."
#brian
2 days ago
Prince Harry grew up in palaces, but apparently even a prince needs a little help when it comes to house hunting.
Harry and Meghan Markle's unexpected — and sudden — move back to the U.K. created many last-minute needs for their family, including where they should live. Given King Charles' immense real estate portfolio, that would be the first place the Duke of Sussex could turn, but he reportedly asked an A-list pal for help instead.
More from SheKnows
Meghan Markle's Australia Trip Could Be the Surprising Reason She's Returning to the UK
Ellen DeGeneres and Portia de Rossi, who moved to the U.K. after the 2024 presidential election, are allegedly guided Harry and Meghan on where to land, according to Rob Shuter's Naughty But Nice Substack.
#harry #meghan #Help #king
Harry and Meghan Markle's unexpected — and sudden — move back to the U.K. created many last-minute needs for their family, including where they should live. Given King Charles' immense real estate portfolio, that would be the first place the Duke of Sussex could turn, but he reportedly asked an A-list pal for help instead.
More from SheKnows
Meghan Markle's Australia Trip Could Be the Surprising Reason She's Returning to the UK
Ellen DeGeneres and Portia de Rossi, who moved to the U.K. after the 2024 presidential election, are allegedly guided Harry and Meghan on where to land, according to Rob Shuter's Naughty But Nice Substack.
#harry #meghan #Help #king
