In January, then-CEO Tim Cook said that there were more than 2.5 billion active Apple (NASDAQ: AAPL) devices around the world. During the most recent fiscal quarter (the third quarter, ended June 27), the business exceeded 1.5 billion paid subscriptions to its family of services. These two data points demonstrate how dominant the consumer tech juggernaut has become.
If you'd invested $10,000 in this "Magnificent Seven" stock 10 years ago, here's how much you'd have today.
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 »
Over the past decade, Apple shares have produced a total return of 1,190% (as of Oct. 5). This gain would've turned a starting $10,000 investment into more than $129,000 today.
In October 2016, Apple was the world's most valuable enterprise. While its market capitalization has ballooned to $4.9 trillion, it has given up the top spot to Nvidia.

#flashing #billion

Apple's 2.5B active devices and 1.5B paid subscriptions let it monetize AI without heavy data center spending, fueling a 9th straight EPS beat.
Microsoft's AI infrastructure spending surged 79% to $116B, shrinking free cash flow, while Apple's customers fund AI hardware themselves.
Siri AI awaits EU and China approval, iCloud+ upgrades haven't launched yet, and a $30B Broadcom chip deal gives Apple untapped upside catalysts.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
I added to my Apple (NASDAQ:AAPL) position this month and expect to add more after the October 29 earnings report. The market has misunderstood Apple's AI strategy.

#Apple #broadcom

While he stepped down as CEO of Berkshire Hathaway at the end of last year, Warren Buffett's wealth, and thus his portfolio, is still tied to the conglomerate and its stock portfolio. On that end, Berkshire's top-three positions -- consisting of Apple (NASDAQ: AAPL), American Express (NYSE: AXP), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) (Nasdaq) -- make up more than half of its equity portfolio.
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
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 »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.

#NASDAQ #revenue #best #alphabet

York Water holds the longest dividend streak in US public markets at 27 consecutive years, while WTW's $1.775B operating cash flow dwarfs its $358M dividend obligation.
Amdocs and Ituran both run near-recession-proof revenue models, with DOX posting near-100% managed services renewal rates and ITRN carrying zero debt alongside $103.7M in net cash.
All five stocks fund dividends from contracted or recurring revenue streams such as regulated rates, fee income, or subscriptions, insulating payouts from economic cycles.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Income investors heading into the fourth quarter want payouts that don't wobble with the business cycle. The five names below share one thing: dividends funded by recurring, contracted, or fee-based revenue streams that keep flowing whether or not the macro cooperates. Each has raised its payout recently, and each trades on Nasdaq. As a grounding data point, Willis Towers Watson (NASDAQ:WTW) alone generated $360 million of first-half free cash flow, roughly double the prior-year period, giving the broker ample room to keep funding both dividends and buybacks.

#revenue #NASDAQ #Dividend

With aviation often a prohibitively costly industry for individual players without major backing, several smaller and charter carriers did not survive the spike in jet fuel prices that came at the start of 2026 following the U.S.-Israeli strike on Iran.
Major recent news in this ***** e includes the collapse of Spirit Airlines and the bankruptcy filing of Latvian flag carrier AirBaltic. Smaller carriers that shut down in 2026 include Mexican holiday airline Magnicharters, Finnish charter airline Jetflite, and most recently in September 2026, French charter carrier AirAiles.
And in Colorado, charter broker and indirect air carrier OneFlight International is reportedly pausing all flights for 30 days as a long string of financial problems catches up with it.
The company does not own any aircraft but functions as a broker, organizing chartered flights by private jet and jet card subscriptions.
A jet card is a membership in which customers book flight hours on a private plane at fixed rates. Along with fractional ownership, it is one of two main ways that passengers who fly private book their flights.

#carrier #card

The CoinEx crypto exchange is shutting down its operations after nine years, citing a "prolonged" crypto market downturn, shrinking trading activity and rising compliance costs across major jurisdictions.
The exchange said the wind-down will begin on Sep. 15, with services being withdrawn in stages before the platform closes completely on Dec. 22.
Related: Coinbase CEO doubles down on bullish Bitcoin target
CoinEx will immediately stop new user registrations, referral commissions and several new product subscriptions. Futures markets are moving into reduce-only mode, while no new orders will be accepted for margin trading, loans, staking, earn products and several other services.
All non-spot services are scheduled to end on Sep. 22. On-chain deposits will also close that day, with the exception of deposits in CoinEx Token, or CET, which will remain available until Sep. 29.

#Services #exchange #trading

After holding Microsoft (NASDAQ: MSFT) for more than 10 years, I wouldn't sell a single share, not even today. The company I bought back in 2016 has changed dramatically, but mostly in ways that strengthen the original reason I owned it. Microsoft has shifted from a PC-centric software business to one built on cloud, subscriptions, enterprise software, and artificial intelligence.
So the question now is whether those changes can support another decade of compounding, and whether the stock is still a buy at today's valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When I first bought Microsoft, the business was much smaller. In fiscal 2016, it generated $85.3 billion in revenue and $20.2 billion in operating income. By fiscal 2026, revenue had reached $331.8 billion and operating income $155.2 billion. Azure alone passed $100 billion in annual revenue.
The bigger change is where that growth came from. Microsoft expanded Microsoft 365, Azure, LinkedIn, Dynamics, GitHub, security, and other cloud products across largely the same enterprise customer base.

#Microsoft #revenue #company

An AI ****** istant that orders your groceries and renews subscriptions on its own might hit the market soon.
Visa (V) and Mastercard (MA) want to make sure that payment still runs through their networks when that happens.
This week, the two card giants said they are working with global fintech Ant International to build a shared way to identify and trust AI shopping agents.
For anyone holding the two stocks or considering them, this plan gives a hint on how both companies could grow in the future.
It also raises a fair question. If software does your spending, who makes sure it spends wisely?

#mastercard #subscriptions

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
How Early Did CrowdStrike Forecast The Speed-Up?
The earliest sign came with the fiscal Q4 2025 report in March 2025. After its July 19 outage, CrowdStrike had given affected clients customer commitment packages, mostly extra product and Falcon Flex subscriptions. The CEO said that uptake underpinned an expected speed-up in net new annual recurring revenue (ARR) in the second half of fiscal 2026. He added that Flex demand plans were running ahead of schedule and expected contracts to be upsized and renewed. The CFO expected more acceleration in fiscal 2027.
The fiscal Q1 2026 report in early June 2025 put numbers on the mechanism: 39 Flex customers had deployed initial plans signed for 35 months on average and came back for more within five months, a step the company calls a reflex.
What Could You See Just Before The Run Began?

#speed #crowdstrike

Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI. The September 7 community invitation seeks feedback under a nondisclosure agreement before public launch. That makes it an early competitive signal, with neither customer wins nor meaningful revenue established.
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.

#tool #easier

OpenAI launched a product on Thursday called ChatGPT for Financial Services, a version of its enterprise tool tailored to handle tasks traditionally performed by entry-level investment bankers, including company research, financial data ***** ysis, and pitchbook creation.
According to CNBC, the product was developed alongside Morgan Stanley and Evercore as design partners, is built on top of ChatGPT Work, and is powered by GPT-6 Astra, the most capable model in OpenAI's current lineup. It is initially aimed at investment banking and equity research teams.
"We're effectively teaching ChatGPT to research like an ***** yst and back up its conclusions like an ***** yst as well," Nick Turley, OpenAI's vice president of product, told CNBC during a briefing announcing the product.
Unlike the standard ChatGPT Work offering, the financial services version connects directly to data from LSEG, Daloopa, and Pitchbook — giving the system ready access to financial statements and earnings transcripts — and can also tap into a firm's existing data subscriptions automatically, according to CNBC. The product also includes sourcing tools that link figures directly to underlying filings, chart verification functionality, and permission controls designed to safeguard confidential deal information.
In a live demo, Turley walked through the platform's capabilities as it examined a prospective M&A target, drew financial figures from industry-standard data sources, and generated a formatted PowerPoint presentation styled to a bank's existing template, according to CNBC.

#according

Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year. Next-Generation Security annual recurring revenue, or NGS ARR, increased 63% to $9.10 billion, while remaining performance obligations rose 34% to $21.2 billion. Remaining performance obligations represent contracted revenue not yet recognized.
NGS ARR is a company-reported operating metric measuring annualized allocated revenue from active contracts, excluding hardware, legacy attached subscriptions and support, and professional services. The current portfolio includes acquired identity and observability businesses absent from the prior-year base, so the 63% increase is not an organic growth rate. Palo Alto Networks, Inc. (NASDAQ:PANW) also reported a $282 million GAAP net loss after earning $254 million a year earlier.
The commercial indicators support greater customer consolidation onto the expanded platform. Palo Alto Networks, Inc. (NASDAQ:PANW) added approximately $970 million of net new NGS ARR. The $21.2 billion RPO balance provides visibility as contracted revenue is recognized over time.
Cash generation also remained strong despite the GAAP loss. Palo Alto Networks, Inc. (NASDAQ:PANW) produced $1.36 billion of operating cash flow, up from $1.02 billion a year earlier. That cash supports integration work.
Management expects fiscal 2027 revenue of $14.10 billion to $14.20 billion, representing growth of 23% to 24%. NGS ARR is expected to reach $11.075 billion to $11.175 billion, up 22% to 23%. Palo Alto Networks, Inc. (NASDAQ:PANW) also acquired Console, an AI-native platform intended to add agentic workflows to Cortex and extend automated investigation and remediation across enterprise operations.

#billion #networks #NASDAQ

In 2026, sports highlights should be accessible to anyone, anytime, anywhere. Unless you're Georgia Bulldogs football that is.
College football fans are among the most passionate in all of sports. And we have seen media companies and streaming platforms use that passion to drive subscriptions. There's a reason why there's at least one Ohio State Buckeyes game on Big Ten Network and Peacock each year, it helps to drive subscriptions for those outlets. But there has certainly been anger and disenchantment from fans and even legislators knowing that they are being forced to pay up to watch their team.
But Georgia may be taking it to an entirely new and absurd level.
The third-ranked Bulldogs began their season with a 63-3 victory over Tennessee State on Saturday in what amounted to a glorified preseason game. And on Monday evening, they posted a teaser trailer for the program's official highlight video… with a catch. The full highlights were only available on the Glory Glory Georgia website and app. And access requires a minimum $20 monthly subscription fee.
As you might expect, the replies and quote tweets to the post are filled with fans in disbelief over having to pay a monthly subscription to watch a highlights video.

#highlights #state #glory

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter.
As consumers spend more on goods and services through subscriptions, retail and entertainment categories are attracting a lot of their payments. Those two categories comprised roughly 43% of consumers' overall subscription spending in the past 12 months ending in July, a greater share than 41% in 2025 and 2024, according to a new Bank of America report. Food, fitness and fashion was the next highest category (26%) among the non-utility spending.
The growth in subscription spending by U.S. consumers at 7.7% outpaced the expansion of total card spending for the second consecutive year, also for the 12-month period through July, according to the report issued Wednesday, which is based on the bank's transaction data.
While subscription spending among Gen Xers and Baby Boomers grew modestly during that 12-month period at 3% and 5%, respectively, Gen Z subscription spending surged by about 14%, surpassing that of younger Millennials (about 10%) and older Millennials (nearly 8%), per the report.
While subscription spending on reading and information was the smallest category of spending (7%), per the bank's report, those payments grew the most year-over-year, especially among the Gen Z group.

#spending #daily

On August 6, Peloton Interactive (NASDAQ:PTON) reported results for its fiscal fourth quarter and full year ended June 30, and the headline number is one the company has chased for years: a full year of positive net income. Total revenue for fiscal 2026 came in at $2.446 billion, and quarterly revenue of $608 million ticked up $1 million from a year earlier. The bigger story sits beneath the top line, in a business that finally converted cost cuts into cash while its subscriber base kept shrinking.
Fiscal 2026 marked the first time in Peloton's history that the company posted positive net income and operating income for a full year, with GAAP net income landing at $63 million. Adjusted EBITDA rose 16% year over year to $468 million, even after absorbing a $23.8 million nonrecurring legal accrual tied to patent litigation in the fourth quarter. Free cash flow climbed to $378 million, up $54 million, and management used that cash to cut net debt by 80% to just $93 million from $459 million a year earlier. CEO Peter Stern credited the turnaround to an improved revenue trajectory paired with cost restructuring, and the company said it exceeded its own target of more than $100 million in run-rate savings by the end of the fiscal year.
Growth is showing up outside the core bike and treadmill business too. The Commercial Business Unit grew revenue by double digits for the year, Peloton expanded its digital footprint through a partnership with Spotify, and it closed the acquisition of Skōp to push further into connected Pilates. Microstores beat their internal sales goals as an efficient in-person retail channel, and Peloton plans to double that store fleet in fiscal 2027. New training programs also drove engagement, with the Pace Your Race Marathon Training Program and a Live Spring Cross-Training Plan generating more than 850,000 completed workouts in the fourth quarter alone.
The profitability story cannot hide what is happening to the customer base. Ending Paid Connected Fitness Subscriptions fell 8.8% year over year to 2.553 million, and monthly churn rose to 2.2% in the fourth quarter from 1.8% a year earlier. Hardware sales are choppy too. Connected Fitness Products revenue dropped 14% year over year in the quarter to $171 million, and gross margin on that hardware segment swung to 13.4% from 17.3% a year ago before recovering some ground quarter over quarter. Peloton's own guidance signals the subscriber slide is not over.

#year #revenue #fourth #connected

Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Spotify Technology S.A. (NYSE:SPOT). Spotify Technology S.A. (NYSE:SPOT) is a leading audio streaming subscription service provider monetizing through paid premium subscriptions and an ad-supported model. On September 1, 2026, Spotify Technology S.A. (NYSE:SPOT) closed at $544.15 per share. Over the past month, Spotify Technology S.A. (NYSE:SPOT) returned 12.84%, but its shares are down 21.97% over the past year. Spotify Technology S.A. (NYSE:SPOT) has a market capitalization of $111.86 billion, and its stock has traded within a 52-week range of $405.00 to $745.00.
Sands Capital Technology Innovators Fund stated the following regarding Spotify Technology S.A. (NYSE:SPOT) in its Q2 2026 investor letter:
"Spotify Technology S.A. (NYSE:SPOT) shares declined following first-quarter results after management guided margins lower due to a near-term increase in operating expenses. In our view, this spending reflects investment in future product development rather than a structurally higher cost base and likely signals the early stages of a new AI-enabled product cycle. Spotify's 2026 investor day helped address concerns around AI by reinforcing that AI could expand, rather than impair, the business model. Management highlighted a path to mid teens revenue growth through 2030, supported by new monetization opportunities, including AI music features, Audiobook+, and personal podcasts. The Universal Music Group partnership also provides a potential path to turn AI music into a paid feature. We believe Spotify's scale, pricing power, and distribution advantage position it to convert AI-enabled products into higher revenue per user and long-term margin expansion."

#spotify

TruckSmarter announced on Tuesday that it has been acquired and that its driver app, Dispatch, shuts down on Friday, September 4.
The scale is what makes this more than a routine startup wind-down. More than 500,000 carriers have used the TruckSmarter platform, which included a free load board alongside the paid Dispatch product. Dispatch was an AI chat interface that let a driver ask for freight in plain language and had software agents handle the bidding and booking, rather than making the driver work a traditional load board.
Automated replies from the company indicated that active Dispatch subscriptions are canceled Friday, and that invoices paid within the previous 30 days will be refunded within seven business days of cancellation. Co-founder and chief executive Dan Kao posted a message inside the app thanking users for five years of trust, and drivers and trucking groups spread screenshots of it across social media.
One thing has been ruled out. OTR Solutions, which bought TruckSmarter's factoring and banking division in November 2025, told FreightWaves it did not acquire the remaining business.
So a company that raised money twelve months ago is gone by Friday, and ****** ody will say who bought it. That combination has a name in technology, even if no one involved here has used it.

#Friday #load #board #company

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved the largest gross bookings quarter in company history, driven by a 30% increase in sales capacity and a 10% improvement in rep productivity.
First order count grew more than 100% year-over-year, validating a strategy to land customers at any entry point, as over half of current $1 billion-plus run rate revenue originated from initial orders under $5,000.
Introduced 'Flex' to eliminate procurement friction, allowing customers to dynamically allocate a single dollar commitment between seat-based subscriptions and new consumption products.
Observed a stabilization in SMB and mid-market segments, with performance exceeding internal targets for both expansion and new customer acquisition.

#tell #observed

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Amex Blue Cash Everyday offers up to a $7 monthly statement credit when you use your enrolled card for an eligible subscription purchase, including a bundle purchase, at DisneyPlus.com, Hulu.com, or Stream.Espn.com U.S. websites. Combining that with its everyday earning rate and no annual fee makes this card a keeper.
Read our full Amex Blue Cash Everyday review
Why we like it: For a reasonable annual fee, the Amex Blue Cash Preferred offers a higher rewards rate than the Amex Blue Cash Everyday, including 6% cash back on select U.S. streaming subscriptions. You can also get up to a $10 monthly statement credit when using your enrolled card for an eligible subscription or bundle purchase at Disneyplus.com, Hulu.com, or Plus.espn.com U.S. websites.
Read our full Amex Blue Cash Preferred review

#offers #preferred

Netflix is now eight months into its entry into the podcasting realm. Despite a lack of transparency on viewership and whether the content is driving subscriptions, the company continues to lean in. On Tuesday, Netflix announced it is renewing its entire original lineup of video podcasts while also announcing a number of deals for new podcasts, including the popular Pivot Podcast featuring Ryan Clark, Channing Crowder and Fred Taylor.
When it comes to the sports properties Netflix signed for exclusive video distribution, many of them seem to have become out of sight and out of mind months later. Video continues to become an every day way that people discover programs. Clips fill social feeds and algorithms push content to the masses, but the Netflix paywall does prevent easy access to some of the more popular ***** les. That's why with the NFL season beginning next week, could this be the final proving ground for the first wave of sports podcasts on Netflix?
Currently, 19 podcasts streaming their full video presentations on Netflix fit into the sports genre. Three come from Barstool Sports, 10 from The Ringer, two from iHeartMedia, three are Netflix originals, and The Pivot will join the lineup beginning September 8.
What we know is that the Barstool arrangement is a multiyear agreement, while the deals with iHeartMedia and Spotify, which owns The Ringer, did not include terms.
What we don't know is how viewership is trending for the sports ***** les Netflix added to its slate. In July, Netflix lumped all podcast viewing into a vague "other shows" label during its Q2 earnings call. The company also has not revealed which podcasts are driving the most subscriptions.

#podcasts

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Amex Blue Cash Everyday offers up to a $7 monthly statement credit when you use your enrolled card for an eligible subscription purchase, including a bundle purchase, at DisneyPlus.com, Hulu.com, or Stream.Espn.com U.S. websites. Combining that with its everyday earning rate and no annual fee makes this card a keeper.
Read our full Amex Blue Cash Everyday review
Why we like it: For a reasonable annual fee, the Amex Blue Cash Preferred offers a higher rewards rate than the Amex Blue Cash Everyday, including 6% cash back on select U.S. streaming subscriptions. You can also get up to a $10 monthly statement credit when using your enrolled card for an eligible subscription or bundle purchase at Disneyplus.com, Hulu.com, or Plus.espn.com U.S. websites.
Read our full Amex Blue Cash Preferred review

#blue #offers #card

Some hockey fans will find their favorite teams games exclusively streaming on Amazon Prime starting this season.
Amazon announced on Wednesday that Prime Video and the National Hockey League have reached a multi-year deal that gives Prime Video the exclusive local streaming rights for six NHL teams starting in the 2026-2027 hockey season.
The Carolina Hurricanes, Anaheim Ducks, Columbus Blue Jackets, Dallas Stars, Minnesota Wild, and St Louis Blues will have their games exclusively streamed on Prime Video for fans living in the teams' regional territories.
The streams will include the games plus pre- and post-game shows and other team programming, according to Amazon. Each of the participating teams will announce the specific details of their streaming packages and subscriptions for their respective territories.
"Fans want an easy way to find and follow their favorite teams, and this agreement with Prime Video gives Clubs the flexibility to meet that demand as the market evolves," NHL Chief Media Officer and Senior Executive Vice President David Proper said in a statement.

#games

Spurs fans will have a new way to watch their favorite team play this season. The Spurs announced Tuesday that sports entertainment platform DAZN will stream the team's 2026-27 preseason games and regular-season games not broadcast nationally.
"Partnering with DAZN gives Spurs fans an easy and innovative platform to follow Spurs game action and additional behind-the-scenes highlights," Frank Miceli, chief commercial officer at Spurs Sports & Entertainment, said in a statement. "This partnership expands access to Spurs basketball and original content across our home broadcast market while creating more ways for fans to connect with the team."
Games will be available live and on demand with a base subscription costing $19.99 per month or $119.99 for the season. An upper level subscription tier, priced at $24.99 per month or $139.99 for the season, will include alternate feeds and camera angles, as well as a one-time 25% discount at the Spurs Fan Shop.
Spurs season-ticket holders will receive a 20% discount on season pass subscriptions.
A PERFECT DAY:

#season #dazn #entertainment

Investors may be underestimating Robinhood Markets Inc.(NASDAQ:HOOD) ability to generate more revenue from its existing customer base as the company expands beyond its traditional brokerage business. Morgan Stanley ****** yst Michael Cyprys upgraded the stock to Overweight from Equal Weight on September 1 and raised the price target to $150 from $124.
The upgrade reflects growing confidence that Robinhood's expanding product ecosystem can improve customer economics and create additional monetization opportunities. According to Morgan Stanley, Robinhood's broader platform is helping the company deepen customer engagement while increasing the amount of revenue it generates from each customer.
The company has expanded into areas including subscriptions, banking, credit, customer cash management and prediction markets. The strategy is designed to increase the number of products used by each customer rather than relying primarily on trading activity.
Prediction markets are one of Robinhood's most important newer growth opportunities and could help the company reduce its historical dependence on equities and cryptocurrency trading.
In the second quarter, event-contract volume reached 13.6 billion contracts, representing a roughly tenfold increase from the same period a year earlier. Revenue from event contracts surged from $10 million to $156 million, making prediction markets one of Robinhood's fastest-growing businesses.

#markets

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
OpenAI revealed that its nascent advertising business has achieved a $1 billion annualized revenue run rate, a significant milestone reached within just 200 days of its inception.
The Sam Altman-led company **** ured on Monday that its ads are distinctly marked and do not affect ChatGPT's responses. Moreover, advertisers are not given access to users' private conversations, reported CNBC.
The advertising arm, which is barely 200 days old, supplements OpenAI's existing revenue channels, such as enterprise solutions, consumer subscriptions, and usage-based application programming interfaces.
In a press release, the company stated, "Our next phase of growth will bring ChatGPT Ads to more markets and introduce additional formats, objectives, buying options, and measurement capabilities." OpenAI also intends to explore novel ways for businesses to engage with consumers more organically within ChatGPT.

#within #benzinga #finance #altman

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Amex Blue Cash Everyday offers up to a $7 monthly statement credit when you use your enrolled card for an eligible subscription purchase, including a bundle purchase, at DisneyPlus.com, Hulu.com, or Stream.Espn.com U.S. websites. Combining that with its everyday earning rate and no annual fee makes this card a keeper.
Read our full Amex Blue Cash Everyday review
Why we like it: For a reasonable annual fee, the Amex Blue Cash Preferred offers a higher rewards rate than the Amex Blue Cash Everyday, including 6% cash back on select U.S. streaming subscriptions. You can also get up to a $10 monthly statement credit when using your enrolled card for an eligible subscription or bundle purchase at Disneyplus.com, Hulu.com, or Plus.espn.com U.S. websites.
Read our full Amex Blue Cash Preferred review

#offers

Napco Security Technologies (NASDAQ:NSSC) held its fiscal fourth quarter 2026 earnings call on August 24, and the numbers it reported were close to a best-case scenario in the company's own history. Net revenue hit a quarterly record of $55.8 million, full-year revenue crossed the $200 million mark for the first time, and the company raised its dividend while sitting on $138 million in cash and zero debt. Buried in the same call, though, is a $16 million litigation charge still working its way through the income statement.
The engine under all of this is Napco's StarLink radio business, which reports monitoring fees the way a cable company reports subscriptions. Recurring service revenue reached $25.3 million in the quarter, up 12.9%, and carried a gross margin of 90.1%. Based on July 2026 activity, the company said its annualized recurring revenue run rate is now around $103 million. Starlink radio sales grew 40% year over year and 30% sequentially in the quarter, which CEO Kevin S. Buchel called one of the highest growth rates in company history, adding, "Radio sold today becomes recurring revenue tomorrow." That growth has a long runway attached, since Buchel said the shift away from copper phone lines will keep running until the end of the decade across more than 2 million buildings still needing to switch to cellular communicators.
The rest of the business held up its end too. Intrusion and access control sales rose 20.9% in the quarter, powered by a 35.8% jump in intrusion products including StarLink radios, and door locking revenue climbed 11.1% for the full year on a 19.7% increase in Alarm Lock sales. Adjusted EBITDA for the quarter grew 44.3% to $20.6 million, and full-year non-GAAP diluted EPS rose 34.5% to $1.60. Free cash flow reached $59.2 million for the year, funding a dividend increase to $0.17 per share, a 13.3% raise payable Oct. 2, 2026, while the balance sheet carried $138 million in cash and marketable securities as of June 30, 2026, and no debt at all.
The headline profit numbers hide a rougher full-year picture in one spot. A $16 million litigation settlement recorded in the fiscal third quarter pulled full-year operating income down 1.3% to $45.6 million, even though quarterly operating income jumped 52.5%. Some of the quarter's gross margin expansion to 61.3% also came from a source that will not repeat indefinitely, since about 600 basis points of it was tariff refunds tied to the American Infrastructure and Industrial Power Act. CFO Andrew J. Vuono also flagged that data center expansion is pushing up the cost of electronic parts, even as the company says it can still ship on time.

#year

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL) operates Google Search, YouTube, Google Cloud, and a broad portfolio of digital products and technology businesses. The one-month return of Alphabet Inc. (NASDAQ:GOOGL) was -4.35% while its shares traded between $206.20 and $408.61 over the last 52 weeks. On August 27, 2026, Alphabet Inc. (NASDAQ:GOOGL) stock closed at approximately $342.00 per share, with a market capitalization of about $4.17 trillion.
Aristotle Value Equity Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor letter:
Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google and YouTube, was a primary contributor during the period. We initiated our position in the first quarter of 2025, when investors were concerned that generative AI tools would fundamentally alter search behavior and erode Google's advertising franchise. Since then, Alphabet has continued to demonstrate the strength of its ecosystem and the resilience of its core businesses. Google Search has remained strong, with AI-powered features increasing user engagement while supporting advertising growth, and Google Cloud has continued to benefit from robust enterprise demand for AI infrastructure and services. Importantly, Alphabet appears increasingly capable of monetizing these new experiences in a manner consistent with its historical strengths, through advertising, distribution, and integration across a broad user base rather than relying solely on paid subscriptions. YouTube also remains well positioned to benefit from continued growth in advertising and subscription revenues, including YouTube TV, as consume

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 Nasdaq, Inc. (NASDAQ:NDAQ) as a new holding. Nasdaq, Inc. (NASDAQ:NDAQ) operates as a technology company that serves capital markets and other industries. On August 21, 2026, Nasdaq, Inc. (NASDAQ:NDAQ) closed at $98.22 per share. One-month return of Nasdaq, Inc. (NASDAQ:NDAQ) was 4.56% and its shares gained 4.13% over the past 52 weeks. Nasdaq, Inc. (NASDAQ:NDAQ) has a market capitalization of $54.9 billion.
Guinness Global Innovators Fund stated the following regarding Nasdaq, Inc. (NASDAQ:NDAQ) in its Q2 2026 investor letter:
"Nasdaq, Inc. (NASDAQ:NDAQ) is best understood not as a traditional exchange but as a global technology, data, and ******* ytics company that happens to own a major stock exchange, a positioning it has deliberately built since its 2017 strategic pivot away from transaction-driven revenue towards higher-growth, higher-margin software and ******* ytics. Nasdaq's business is diversified across three segments. Through its Financial Technology segment, the firm is strategically positioned to benefit from a structural rise in compliance and transparency requirements as regulators demand more granular and frequent reporting from banks globally. This segment also houses Calypso, a trading and risk-management platform whose demand is underpinned by the growing complexity of trading, collateral, and risk requirements at large financial institutions. The Capital Access Platforms segment includes listing fees, market data subscriptions and index licensing on products such as the Nasdaq-100. Lastly, its exchange business, although originally the direct driver of the business, has become more of an enabler for other business segments, as trading activity generates proprietary pricing data that the company repackages and monetises, while providing the

A Twitch streamer found himself at the center of a viral controversy after a heated clash with his mother played out live online. 18-year-old Nitro_Camden's sudden surge in viewers quickly gave way to disturbing footage, raising widespread concerns about his treatment at home.
The incident ultimately drew both skepticism and support online, while several prominent streamers stepped in with money, subscriptions, and career opportunities for Camden.
Twitch streamer Nitro_Camden's sudden exposure to thousands of viewers took a disturbing turn when his mother confronted him during a livestream.
The 18-year-old was reportedly broadcasting to a small audience when popular streamer StableRonaldo raided his channel, sending roughly 15,000 viewers his way. Camden celebrated the unexpected surge, but the noise apparently drew his mother's attention.
Footage circulating from the August 21 stream shows her entering his room and interfering with his equipment before the confrontation escalated. She could be heard berating Camden, calling him a "failure" and claiming he brought "no value to the household."

#nitro