9 hours ago
Sam Hubbard and Total Quality Logistics combined efforts to provide 1,200 backpacks filled with school supplies, snacks and hygiene items for students at Cincinnati College Preparatory Academy during a back-to-school service project in Cincinnati.
The retired Cincinnati Bengals defensive end joined about 100 employees at TQL's Cincinnati headquarters on July 9 for the volunteer event, according to a community announcement. The effort marked the second year of a partnership-focused initiative supporting local students ahead of the school year.
Hubbard's nonprofit, the Sam Hubbard Foundation, works to expand access to food, education and healthy lifestyles through Hubbard's Cupboard, a program that supplies essential items to 36 schools across Greater Cincinnati.
The announcement said the foundation's mission aligns with TQL's commitment to supporting communities where employees live and work.
During the event, TQL presented a $25,000 matching grant to the Sam Hubbard Foundation.
#supplies #employees #Event #announcement
The retired Cincinnati Bengals defensive end joined about 100 employees at TQL's Cincinnati headquarters on July 9 for the volunteer event, according to a community announcement. The effort marked the second year of a partnership-focused initiative supporting local students ahead of the school year.
Hubbard's nonprofit, the Sam Hubbard Foundation, works to expand access to food, education and healthy lifestyles through Hubbard's Cupboard, a program that supplies essential items to 36 schools across Greater Cincinnati.
The announcement said the foundation's mission aligns with TQL's commitment to supporting communities where employees live and work.
During the event, TQL presented a $25,000 matching grant to the Sam Hubbard Foundation.
#supplies #employees #Event #announcement
9 hours ago
Sam Hubbard and Total Quality Logistics combined efforts to provide 1,200 backpacks filled with school supplies, snacks and hygiene items for students at Cincinnati College Preparatory Academy during a back-to-school service project in Cincinnati.
The retired Cincinnati Bengals defensive end joined about 100 employees at TQL's Cincinnati headquarters on July 9 for the volunteer event, according to a community announcement. The effort marked the second year of a partnership-focused initiative supporting local students ahead of the school year.
Hubbard's nonprofit, the Sam Hubbard Foundation, works to expand access to food, education and healthy lifestyles through Hubbard's Cupboard, a program that supplies essential items to 36 schools across Greater Cincinnati.
The announcement said the foundation's mission aligns with TQL's commitment to supporting communities where employees live and work.
During the event, TQL presented a $25,000 matching grant to the Sam Hubbard Foundation.
#hubbard #foundation #employees
The retired Cincinnati Bengals defensive end joined about 100 employees at TQL's Cincinnati headquarters on July 9 for the volunteer event, according to a community announcement. The effort marked the second year of a partnership-focused initiative supporting local students ahead of the school year.
Hubbard's nonprofit, the Sam Hubbard Foundation, works to expand access to food, education and healthy lifestyles through Hubbard's Cupboard, a program that supplies essential items to 36 schools across Greater Cincinnati.
The announcement said the foundation's mission aligns with TQL's commitment to supporting communities where employees live and work.
During the event, TQL presented a $25,000 matching grant to the Sam Hubbard Foundation.
#hubbard #foundation #employees
1 day ago
Indiana's major sports franchises are donating $250,000 to storm relief efforts, after severe winds and historic flooding caused at least seven storm-related deaths and property damage across Indiana.
The Indianapolis Colts and Pacers Sports & Entertainment, which owns the Indiana Pacers and the Indiana Fever, will donate a combined quarter-million dollars to the American Red Cross, the aid organization that funds disaster relief and operates emergency shelters. The teams made the joint announcement Aug. 16, saying each organization will give $125,000.
The Red Cross is providing shelter, food and other relief supplies to Hoosiers affected by the flooding. The money will help ensure families have access to critical ******* istance and recovery resources now, said Terry Stigdon, CEO of the American Red Cross Indiana Region.
The organization is currently operating or helping to run 13 emergency shelters for displaced residents, Stigdon said. The Red Cross sheltered more than 200 people overnight on Aug. 15 and distributed about 4,700 meals and snacks.
"The American Red Cross was here before the storms hit, we are here now and we will be here for the months to come to help people recover," Stigdon said.
#american #here #storm
The Indianapolis Colts and Pacers Sports & Entertainment, which owns the Indiana Pacers and the Indiana Fever, will donate a combined quarter-million dollars to the American Red Cross, the aid organization that funds disaster relief and operates emergency shelters. The teams made the joint announcement Aug. 16, saying each organization will give $125,000.
The Red Cross is providing shelter, food and other relief supplies to Hoosiers affected by the flooding. The money will help ensure families have access to critical ******* istance and recovery resources now, said Terry Stigdon, CEO of the American Red Cross Indiana Region.
The organization is currently operating or helping to run 13 emergency shelters for displaced residents, Stigdon said. The Red Cross sheltered more than 200 people overnight on Aug. 15 and distributed about 4,700 meals and snacks.
"The American Red Cross was here before the storms hit, we are here now and we will be here for the months to come to help people recover," Stigdon said.
#american #here #storm
3 days ago
By Yuliia Dysa and Daniel Flynn
KYIV, Aug 13 (Reuters) - Ukraine has sent Russia an offer suggesting they both halt attacks on civilian targets in the Black Sea, a source said, after mounting strikes on vessels and ports there raised fears over global food supplies.
The offer to suspend attacks was transmitted by Kyiv via a third party, and Ukraine was still waiting for a response, the source who is familiar with the matter told Reuters.
Both Russia and Ukraine, major players in the world agriculture market, have accused each other of intensified attacks on vessels used for exports.
EU WHEAT PARES GAINS AFTER REPORT
#Russia #source
KYIV, Aug 13 (Reuters) - Ukraine has sent Russia an offer suggesting they both halt attacks on civilian targets in the Black Sea, a source said, after mounting strikes on vessels and ports there raised fears over global food supplies.
The offer to suspend attacks was transmitted by Kyiv via a third party, and Ukraine was still waiting for a response, the source who is familiar with the matter told Reuters.
Both Russia and Ukraine, major players in the world agriculture market, have accused each other of intensified attacks on vessels used for exports.
EU WHEAT PARES GAINS AFTER REPORT
#Russia #source
3 days ago
WASHINGTON (AP) — Public health experts have been quick to condemn an executive order from President Donald Trump aimed at upending childhood vaccinations in the U.S., but the biggest obstacles may be the unprecedented financial and logistical challenges it would impose on parents, health providers and drugmakers.
Monday's announcement by the Republican president calls for separating combination shots — including the measles, mumps and rubella, or MMR, vaccine — into separate injections. Appointments for that and other vaccinations should be ****** ed out whenever possible, the order states.
To accomplish that, drugmakers would need to revive a slate of individual vaccines that have not been widely used in the U.S. for decades. They would also have to build new manufacturing plants capable of producing millions more vaccine doses than the nation currently uses.
For parents, unbundling the MMR vaccine and ****** ing out the shots would mean returning to the doctor's office many more times than is currently needed. Those appointments could also strain pediatricians who typically administer the shots, while driving up costs tied to syringes and other medical supplies.
Studies in the U.S. and other countries have shown that combination vaccines increase the likelihood that children will be fully protected from infectious diseases before starting school.
#shots #Health #order #vaccinations
Monday's announcement by the Republican president calls for separating combination shots — including the measles, mumps and rubella, or MMR, vaccine — into separate injections. Appointments for that and other vaccinations should be ****** ed out whenever possible, the order states.
To accomplish that, drugmakers would need to revive a slate of individual vaccines that have not been widely used in the U.S. for decades. They would also have to build new manufacturing plants capable of producing millions more vaccine doses than the nation currently uses.
For parents, unbundling the MMR vaccine and ****** ing out the shots would mean returning to the doctor's office many more times than is currently needed. Those appointments could also strain pediatricians who typically administer the shots, while driving up costs tied to syringes and other medical supplies.
Studies in the U.S. and other countries have shown that combination vaccines increase the likelihood that children will be fully protected from infectious diseases before starting school.
#shots #Health #order #vaccinations
6 days ago
New integration embeds SONAR rates and coverage difficulty across FleetWorks' AI phone, email, and SMS workflows to help brokers and carriers book with more confidence.
San Francisco, CA August 13, 2026 — FleetWorks, the AI marketplace that matches brokers and carriers at scale, and SONAR, the leading freight market data and supply chain intelligence tool, today announced a partnership that brings SONAR's TRAC rates and coverage scores into FleetWorks' AI agents platform-wide. The integration is live now for any carrier using the FleetWorks platform as well as brokers who are both FleetWorks and SONAR customers, giving broker teams verified market context at the moment they quote, negotiate, and cover freight.
Freight moves faster than the systems most brokerages use to book it. A carrier sales rep negotiating a load typically has the conversation in one place and the market data in another — a SONAR dashboard, a rate tool, an account manager or pricing ****** yst on Teams. By the time the context arrives, the carrier has hung up or the load has been covered by someone who answered first. The same gap exists for AI agents: automation built around a brokerage's min/max spread, without current market data, misses key insights in a dynamic market..
The partnership closes that gap. SONAR's high frequency data now feeds directly into FleetWorks' AI agents across every channel the platform supports — phone, email, and SMS. When a FleetWorks agent works a carrier or load, it references SONAR's current spot rate and live market conditions as it works toward a bookable price within the broker's guardrails. When market conditions fall outside those guardrails, the agent escalates to a person with the SONAR context attached. Brokers input rate tolerances, and approval or escalation rules; SONAR supplies the ground truth those controls act on.
Mutual broker teams can now:
#sonar #freight
San Francisco, CA August 13, 2026 — FleetWorks, the AI marketplace that matches brokers and carriers at scale, and SONAR, the leading freight market data and supply chain intelligence tool, today announced a partnership that brings SONAR's TRAC rates and coverage scores into FleetWorks' AI agents platform-wide. The integration is live now for any carrier using the FleetWorks platform as well as brokers who are both FleetWorks and SONAR customers, giving broker teams verified market context at the moment they quote, negotiate, and cover freight.
Freight moves faster than the systems most brokerages use to book it. A carrier sales rep negotiating a load typically has the conversation in one place and the market data in another — a SONAR dashboard, a rate tool, an account manager or pricing ****** yst on Teams. By the time the context arrives, the carrier has hung up or the load has been covered by someone who answered first. The same gap exists for AI agents: automation built around a brokerage's min/max spread, without current market data, misses key insights in a dynamic market..
The partnership closes that gap. SONAR's high frequency data now feeds directly into FleetWorks' AI agents across every channel the platform supports — phone, email, and SMS. When a FleetWorks agent works a carrier or load, it references SONAR's current spot rate and live market conditions as it works toward a bookable price within the broker's guardrails. When market conditions fall outside those guardrails, the agent escalates to a person with the SONAR context attached. Brokers input rate tolerances, and approval or escalation rules; SONAR supplies the ground truth those controls act on.
Mutual broker teams can now:
#sonar #freight
6 days ago
September WTI crude oil (CLU26) is up +2.76 (+3.53%) on Friday, and September RBOB gasoline (RBU26) is up +0.1203 (+4.03%).
Crude oil and gasoline prices are sharply higher today, with gasoline climbing to a 1-week high. The lack of an agreement between Iran and Oman to reopen the Strait of Hormuz is limiting crude supplies from the Middle East and is boosting oil prices. Also, an attack on a Saudi oil refinery by Houthi militants is further straining global fuel supplies and is pushing energy prices higher.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
The Biggest AI Power Opportunity May Be Hiding in Constellation Energy
#crude #higher #rbob
Crude oil and gasoline prices are sharply higher today, with gasoline climbing to a 1-week high. The lack of an agreement between Iran and Oman to reopen the Strait of Hormuz is limiting crude supplies from the Middle East and is boosting oil prices. Also, an attack on a Saudi oil refinery by Houthi militants is further straining global fuel supplies and is pushing energy prices higher.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
The Biggest AI Power Opportunity May Be Hiding in Constellation Energy
#crude #higher #rbob
6 days ago
Constellation Energy (CEG) is turning its nuclear fleet into something rare in the power business. It has locked in decades of demand ahead of time. On its latest earnings call, the company said most of its generation output is now contracted through 2050 and beyond. For a sector where revenue usually swings with volatile wholesale prices, that kind of visibility is almost unheard of. It also comes at a time when artificial intelligence is driving the steepest jump in electricity demand in a generation.
The second quarter showed the strategy in motion. Constellation signed 920 megawatts of new long-term nuclear power agreements. These contracts run 15 to 20 years and start delivering power between 2029 and 2032. Among them is a 176-megawatt Walmart (WMT) deal, split across two 15-year contracts, that will help fund an expansion at the Dresden plant in Illinois. These sit on top of earlier 20-year agreements with Microsoft (MSFT) and Meta (META), tying some of the world's largest firms to Constellation's output well into the 2040s.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
Crude Prices Soar as Middle East Tensions Curb Global Oil Supplies
#power #constellation #nuclear #generation
The second quarter showed the strategy in motion. Constellation signed 920 megawatts of new long-term nuclear power agreements. These contracts run 15 to 20 years and start delivering power between 2029 and 2032. Among them is a 176-megawatt Walmart (WMT) deal, split across two 15-year contracts, that will help fund an expansion at the Dresden plant in Illinois. These sit on top of earlier 20-year agreements with Microsoft (MSFT) and Meta (META), tying some of the world's largest firms to Constellation's output well into the 2040s.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
Crude Prices Soar as Middle East Tensions Curb Global Oil Supplies
#power #constellation #nuclear #generation
6 days ago
The daily chart for December coffee futures (KCZ26) shows that recent price action has produced a bullish symmetrical triangle pattern and also a bullish pennant pattern. Prices are trending higher, and the bulls have the near-term technical advantage.
Fundamentally, coffee futures prices are being supported by global supply worries amid adverse growing weather in countries like Brazil and Vietnam. At the same time, geopolitical logistical problems have also raised concerns about supplies reaching Western nations. Global demand for coffee is also on the rise.
What Do Cost of Carry Tables Tell Us Heading Into Fall Harvest?
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
#prices #Brazil
Fundamentally, coffee futures prices are being supported by global supply worries amid adverse growing weather in countries like Brazil and Vietnam. At the same time, geopolitical logistical problems have also raised concerns about supplies reaching Western nations. Global demand for coffee is also on the rise.
What Do Cost of Carry Tables Tell Us Heading Into Fall Harvest?
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
#prices #Brazil
6 days ago
By Laila Kearney
NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday.
Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections.
Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing power infrastructure and proximity to major population centers on the East Coast -- has become one of the country's most sought-after locations for new data centers. Last year, Amazon announced $20 billion in planned investment in the state.
Alpha Compute expects the northern Pennsylvania site, which would include gas-fired power generation, to begin operating in the third quarter of 2027, Kaiser said. The facility could eventually be expanded to generate one gigawatt of power, Kaiser added.
#power #alpha #center
NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday.
Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections.
Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing power infrastructure and proximity to major population centers on the East Coast -- has become one of the country's most sought-after locations for new data centers. Last year, Amazon announced $20 billion in planned investment in the state.
Alpha Compute expects the northern Pennsylvania site, which would include gas-fired power generation, to begin operating in the third quarter of 2027, Kaiser said. The facility could eventually be expanded to generate one gigawatt of power, Kaiser added.
#power #alpha #center
7 days ago
The U.S.'s emergency oil reserve has fallen below 300 million barrels of oil for the first time since it was being filled decades ago.
New Energy Department data shows that the Strategic Petroleum Reserve (SPR) contained 298.7 million barrels as of Friday.
The last time the level was below 300 million barrels was in the early 1980s.
The drop is not a surprise, as the Trump administration announced in March that it would release 172 million barrels from the reserve over the course of 120 days.
The U.S.'s war in Iran has put a crunch on global oil supplies because Iran has been able to limit oil shipping through the nearby Strait of Hormuz, a key chokepoint. This has resulted in higher prices for consumers at the pump.
#Iran #department
New Energy Department data shows that the Strategic Petroleum Reserve (SPR) contained 298.7 million barrels as of Friday.
The last time the level was below 300 million barrels was in the early 1980s.
The drop is not a surprise, as the Trump administration announced in March that it would release 172 million barrels from the reserve over the course of 120 days.
The U.S.'s war in Iran has put a crunch on global oil supplies because Iran has been able to limit oil shipping through the nearby Strait of Hormuz, a key chokepoint. This has resulted in higher prices for consumers at the pump.
#Iran #department
7 days ago
NAIROBI, Aug 11 (Reuters) - Funding to tackle acute malnutrition in parts of Somalia has dropped by more than 80% this year, Médecins Sans Frontières said on Tuesday, even though one in every four children screened in displacement camps in the southwest is severely malnourished.
MSF Health Adviser Mitchell Sangma said the United States had cut its support to aid agencies in the country from $70 million last year to no funding this year, leaving aid groups struggling to respond as needs rise. Other Western donors have also cut funding.
"This year we have admitted 22,000 nutrition cases, more than 80% higher than last year. When we need this massive scale-up in intervention measures, we are seeing less interest from donor support," Sangma said.
A July survey by MSF of 888 households in 14 displacement sites in Baidoa, southwest Somalia, found that one in four children was severely malnourished. One third of families said they were surviving on one meal a day, while only 2% could afford three meals.
Somalia is facing a worsening hunger crisis after repeated failed rainy seasons devastated crops, killed livestock and depleted water supplies. Conflict and insecurity have compounded the crisis, disrupting livelihoods and limiting access to food, healthcare and aid.
#southwest #malnourished
MSF Health Adviser Mitchell Sangma said the United States had cut its support to aid agencies in the country from $70 million last year to no funding this year, leaving aid groups struggling to respond as needs rise. Other Western donors have also cut funding.
"This year we have admitted 22,000 nutrition cases, more than 80% higher than last year. When we need this massive scale-up in intervention measures, we are seeing less interest from donor support," Sangma said.
A July survey by MSF of 888 households in 14 displacement sites in Baidoa, southwest Somalia, found that one in four children was severely malnourished. One third of families said they were surviving on one meal a day, while only 2% could afford three meals.
Somalia is facing a worsening hunger crisis after repeated failed rainy seasons devastated crops, killed livestock and depleted water supplies. Conflict and insecurity have compounded the crisis, disrupting livelihoods and limiting access to food, healthcare and aid.
#southwest #malnourished
7 days ago
At Barchart's 2026 Summer Road Show meetings in Omaha and Shakopee, Minnesota, I spent a good deal of time talking about Cost of Carry tables.
With the US heading into fall harvest, we can use these tables to evaluate which market to hold and which to sell, theoretically, when it comes to corn and soybeans.
Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!
In early August, the US soybean market has a more bullish long-term fundamental outlook, but things can and will change.
At the Barchart Summer Road Show event in Shakopee, Minnesota, after the talking had ended and the horse racing began (the event was held at Canterbury Park, appropriately enough) a gentleman came up and asked if I had written about the Cost of Carry tables I spent so much time talking about. I remembered him from last year's meeting in Ames. He was interested enough in what I said then to ask if Barchart had charts showing the trend of the percent of calculated full commercial carry spreads cover. As of today, it is still a work in progress (though I have Excel files I post each week). I appreciate his continued interest in futures spreads, and my **** ysis of them. With the US 2026 fall harvest off and running, it's time to take our annual look at what I like to call The Gamblers' Secret. As Kenny Rogers' famous character told us nearly 50 years ago (is that right?!), "You've got to know when to hold 'em. Know when to fold 'em. Know when to walk away and know when to run." For those of you new to my **** ysis and commentary, let me interpret this for you. Market Rule #2 tells us, "Let the market dictate your action." This includes deciding what crop to store after harvest (hold) and what crop to sell as harvest progresses (fold). How does the market "dictate" our actions, though? If commercial traders need cash supplies, we sell it to them. On the other hand, if those same commercial interests are indicating they do not need supplies to meet demand and are willing to pay you to NOT sell at this time, it's best to listen.
#sell #talking
With the US heading into fall harvest, we can use these tables to evaluate which market to hold and which to sell, theoretically, when it comes to corn and soybeans.
Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!
In early August, the US soybean market has a more bullish long-term fundamental outlook, but things can and will change.
At the Barchart Summer Road Show event in Shakopee, Minnesota, after the talking had ended and the horse racing began (the event was held at Canterbury Park, appropriately enough) a gentleman came up and asked if I had written about the Cost of Carry tables I spent so much time talking about. I remembered him from last year's meeting in Ames. He was interested enough in what I said then to ask if Barchart had charts showing the trend of the percent of calculated full commercial carry spreads cover. As of today, it is still a work in progress (though I have Excel files I post each week). I appreciate his continued interest in futures spreads, and my **** ysis of them. With the US 2026 fall harvest off and running, it's time to take our annual look at what I like to call The Gamblers' Secret. As Kenny Rogers' famous character told us nearly 50 years ago (is that right?!), "You've got to know when to hold 'em. Know when to fold 'em. Know when to walk away and know when to run." For those of you new to my **** ysis and commentary, let me interpret this for you. Market Rule #2 tells us, "Let the market dictate your action." This includes deciding what crop to store after harvest (hold) and what crop to sell as harvest progresses (fold). How does the market "dictate" our actions, though? If commercial traders need cash supplies, we sell it to them. On the other hand, if those same commercial interests are indicating they do not need supplies to meet demand and are willing to pay you to NOT sell at this time, it's best to listen.
#sell #talking
8 days ago
World Bank Group member IFC has extended a loan of up to $20m to Novatex, a plastic resin manufacturer in Pakistan.
The loan will fund imports of key raw materials and machinery for packaging.
According to IFC, the financing is aimed at helping local manufacturing while supporting employment, export income and the stability of domestic supply chains.
The move is expected to limit dependence on imported packaging supplies and reduce the risk of disruption for manufacturers that rely on them.
The transaction is also tied to IFC's environmental priorities.
#novatex #member
The loan will fund imports of key raw materials and machinery for packaging.
According to IFC, the financing is aimed at helping local manufacturing while supporting employment, export income and the stability of domestic supply chains.
The move is expected to limit dependence on imported packaging supplies and reduce the risk of disruption for manufacturers that rely on them.
The transaction is also tied to IFC's environmental priorities.
#novatex #member
8 days ago
The months-long closure of the Strait of Hormuz has led to severe fuel shortages around the globe, as companies battle to continue operations. Airlines have been hit hard as they struggle to obtain enough jet fuel to maintain their regular flight schedules.
The U.S.-Israeli war on Iran led to the closure of the Strait of Hormuz – a key trade corridor connecting the Persian Gulf with the Gulf of Oman and the Arabian Sea, via which roughly 20 per cent of the world's oil is transported when fully operational. Several months of closures have resulted in significant restrictions to energy trade, with many countries now facing severe fuel shortages.
In July, several European airlines announced that they were at risk of running out of jet fuel. Europe has turned to the United States and Asia for alternative fuel imports in recent months but continues to feel the strain of the shortages. The United Kingdom, France, and Germany are extremely vulnerable due to their heavy reliance on the Middle East for their fuel supplies.
In recent decades, several countries have reduced their refining activities in favour of a green transition, leaving them more susceptible to supply chain disruptions. Before the war, Europe relied on the Middle East for roughly half of its jet fuel imports. Iran has allowed limited fuel supplies through the Strait of Hormuz, but it is uncertain when normal trade will resume due to the ongoing conflict.
On 18th June, the consultancy Energy Aspects forecast a jet fuel supply deficit across Europe of almost 600,000 bpd in the third quarter of the year, compared to surpluses of around 116,000 bpd in the United States and 425,000 bpd in Asia-Pacific. Europe's inventories totalled around 38 million barrels at the beginning of June, equivalent to roughly 30 days of its fuel demand. The International Energy Agency (IEA) made a similar estimate.
#fuel #hormuz #several #around
The U.S.-Israeli war on Iran led to the closure of the Strait of Hormuz – a key trade corridor connecting the Persian Gulf with the Gulf of Oman and the Arabian Sea, via which roughly 20 per cent of the world's oil is transported when fully operational. Several months of closures have resulted in significant restrictions to energy trade, with many countries now facing severe fuel shortages.
In July, several European airlines announced that they were at risk of running out of jet fuel. Europe has turned to the United States and Asia for alternative fuel imports in recent months but continues to feel the strain of the shortages. The United Kingdom, France, and Germany are extremely vulnerable due to their heavy reliance on the Middle East for their fuel supplies.
In recent decades, several countries have reduced their refining activities in favour of a green transition, leaving them more susceptible to supply chain disruptions. Before the war, Europe relied on the Middle East for roughly half of its jet fuel imports. Iran has allowed limited fuel supplies through the Strait of Hormuz, but it is uncertain when normal trade will resume due to the ongoing conflict.
On 18th June, the consultancy Energy Aspects forecast a jet fuel supply deficit across Europe of almost 600,000 bpd in the third quarter of the year, compared to surpluses of around 116,000 bpd in the United States and 425,000 bpd in Asia-Pacific. Europe's inventories totalled around 38 million barrels at the beginning of June, equivalent to roughly 30 days of its fuel demand. The International Energy Agency (IEA) made a similar estimate.
#fuel #hormuz #several #around
9 days ago
Brandon Rahbar: Isaiah Hartenstein and the Hartenstein Foundation threw a back-to school bash for more than 300 students on Saturday. The Hartenstein Foundation welcomed kids and their families from three local nonprofits; the Boys & Girls Clubs of Oklahoma County, Positive Tomorrows and the City Rescue Mission. Hartenstein and his family hosted the organizations for an afternoon of fun that included food, games, activities, prizes, free haircuts, music from Thunder DJ Emcee One and even a surprise visit from Rumble the Bison. Additionally, during the back-to-school celebration, the Hartenstein Foundation gifted each kid with a new backpack filled with school supplies to tip off the school year and ensure kids are geared up and game ready for the first day of school.
This article originally appeared on Hoops Hype: Isaiah Hartenstein and the Hartenstein Foundation …
#hartenstein
This article originally appeared on Hoops Hype: Isaiah Hartenstein and the Hartenstein Foundation …
#hartenstein
11 days ago
The Williams Companies, Inc. (WMB), headquartered in Tulsa, Oklahoma, operates as an energy infrastructure company focused on connecting North America's hydrocarbon resource plays to growing markets for natural gas, natural gas liquids (NGLs), and olefins. With a market cap of $87.4 billion, the company owns and operates midstream gathering and processing ****** ets, and interstate natural gas pipelines.
Shares of this natural gas giant have underperformed the broader market over the past year. WMB has gained 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. However, in 2026, WMB stock is up 19%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#operates #williams #tulsa
Shares of this natural gas giant have underperformed the broader market over the past year. WMB has gained 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. However, in 2026, WMB stock is up 19%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#operates #williams #tulsa
11 days ago
MGM Resorts International (MGM), headquartered in Las Vegas, Nevada, owns and operates casino, hotel, and entertainment resorts. Valued at $11.2 billion by market cap, the company offers accommodation, dining, meeting, convention, and hospitality management services for casino and non-casino properties.
Shares of this global hospitality and entertainment giant have outperformed the broader market over the past year. MGM has gained 28.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, MGM stock is up 25.3%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#entertainment #international #vegas #nevada
Shares of this global hospitality and entertainment giant have outperformed the broader market over the past year. MGM has gained 28.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, MGM stock is up 25.3%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#entertainment #international #vegas #nevada
11 days ago
September WTI crude oil (CLU26) is down -0.61 (-0.81%) today, and September RBOB gasoline (RBU26) is up +0.0130 (+0.46%).
Crude oil and gasoline prices added to this week's sharp losses today, with crude falling to a 3-week low and gasoline dropping to a 4.75-month nearest-futures low. Growing optimism that the US and Iran are nearing a deal to reopen the Strait of Hormuz is pushing crude oil prices lower today. Crude prices remained lower after today's weekly EIA crude inventories unexpectedly increased. However, gasoline recovered its losses and moved higher after weekly EIA gasoline inventories fell more than expected to an 8.5-month low.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#crude #gasoline
Crude oil and gasoline prices added to this week's sharp losses today, with crude falling to a 3-week low and gasoline dropping to a 4.75-month nearest-futures low. Growing optimism that the US and Iran are nearing a deal to reopen the Strait of Hormuz is pushing crude oil prices lower today. Crude prices remained lower after today's weekly EIA crude inventories unexpectedly increased. However, gasoline recovered its losses and moved higher after weekly EIA gasoline inventories fell more than expected to an 8.5-month low.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#crude #gasoline
11 days ago
The Williams Companies, Inc. (WMB), headquartered in Tulsa, Oklahoma, operates as an energy infrastructure company focused on connecting North America's hydrocarbon resource plays to growing markets for natural gas, natural gas liquids (NGLs), and olefins. With a market cap of $87.4 billion, the company owns and operates midstream gathering and processing **** ets, and interstate natural gas pipelines.
Shares of this natural gas giant have underperformed the broader market over the past year. WMB has gained 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. However, in 2026, WMB stock is up 19%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#broader
Shares of this natural gas giant have underperformed the broader market over the past year. WMB has gained 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. However, in 2026, WMB stock is up 19%, surpassing the SPX's 13% rise on a YTD basis.
What Are Wheat Producers Seeing That Traders Aren't?
Nat-Gas Prices Retreat on Bigger US Supplies and Cooler Temps
Crude Oil Prices Slump on Hopes of a Deal to Reopen Strait of Hormuz
#broader
12 days ago
September WTI crude oil (CLU26) today is down -3.77 (-4.72%), and September RBOB gasoline (RBU26) is down -0.1201 (-4.05%).
Crude oil and gasoline prices are sharply lower today for a second day, with crude falling to a 3-week low and gasoline dropping to a 4.75-month nearest-futures low. Growing hopes that the US and Iran are moving to a deal to reopen the Strait of Hormuz are weighing on crude prices. Also, an increase in Saudi oil exports through the Red Sea is boosting global crude supplies and undercutting oil prices.
Nat-Gas Prices Gain on Higher US LNG Exports
Mizuho Says Bloom Energy Stock Is a 'Buy.' Here's Why, and Whether You Should Snap Up BE Here.
July's Top Commodity Performers and Underperformers
#crude #gasoline #september #rbob
Crude oil and gasoline prices are sharply lower today for a second day, with crude falling to a 3-week low and gasoline dropping to a 4.75-month nearest-futures low. Growing hopes that the US and Iran are moving to a deal to reopen the Strait of Hormuz are weighing on crude prices. Also, an increase in Saudi oil exports through the Red Sea is boosting global crude supplies and undercutting oil prices.
Nat-Gas Prices Gain on Higher US LNG Exports
Mizuho Says Bloom Energy Stock Is a 'Buy.' Here's Why, and Whether You Should Snap Up BE Here.
July's Top Commodity Performers and Underperformers
#crude #gasoline #september #rbob
12 days ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Mettler-Toledo International Inc. (NYSE:MTD). Mettler-Toledo International Inc. (NYSE:MTD) manufactures and supplies precision instruments and services in the Americas, Europe, Asia, and internationally. On August 03, 2026, Mettler-Toledo International Inc. (NYSE:MTD) closed at $1,445.00 per share. The one-month return of Mettler-Toledo International Inc. (NYSE:MTD) was 10.84%, and its shares gained 15.44% over the past 52 weeks. Mettler-Toledo International Inc. (NYSE:MTD) has a market capitalization of $28.95 billion..
Baron Health Care Fund stated the following regarding Mettler-Toledo International Inc. (NYSE:MTD) in its Q2 2026 investor letter:
"We added to our position in Mettler-Toledo International Inc. (NYSE:MTD), a company we have owned in the Fund since inception. Mettler is a leading global provider of precision instruments and services. The company's products are used in key R&D, quality control, and manufacturing processes for customers in the life sciences, food, and chemicals industries, among others. We believe Mettler has multiple competitive advantages, including its strong brand, product offering and large installed base; large direct sales and service network; global supply chain; sophisticated sales and marketing programs; longstanding local presence in fast growing emerging markets; and culture of operational excellence and execution. The company has a long track record of generating consistent earnings growth. In the quarter, Mettler's organic revenue growth rate and guidance were slightly below expectations. We thought the negative stock reaction was way overblown, leading to a valuation the stock had not seen in many years. We are confident that over the long-term Mettler can generate mid-teens or better annual earnings growth."
#toledo
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Mettler-Toledo International Inc. (NYSE:MTD). Mettler-Toledo International Inc. (NYSE:MTD) manufactures and supplies precision instruments and services in the Americas, Europe, Asia, and internationally. On August 03, 2026, Mettler-Toledo International Inc. (NYSE:MTD) closed at $1,445.00 per share. The one-month return of Mettler-Toledo International Inc. (NYSE:MTD) was 10.84%, and its shares gained 15.44% over the past 52 weeks. Mettler-Toledo International Inc. (NYSE:MTD) has a market capitalization of $28.95 billion..
Baron Health Care Fund stated the following regarding Mettler-Toledo International Inc. (NYSE:MTD) in its Q2 2026 investor letter:
"We added to our position in Mettler-Toledo International Inc. (NYSE:MTD), a company we have owned in the Fund since inception. Mettler is a leading global provider of precision instruments and services. The company's products are used in key R&D, quality control, and manufacturing processes for customers in the life sciences, food, and chemicals industries, among others. We believe Mettler has multiple competitive advantages, including its strong brand, product offering and large installed base; large direct sales and service network; global supply chain; sophisticated sales and marketing programs; longstanding local presence in fast growing emerging markets; and culture of operational excellence and execution. The company has a long track record of generating consistent earnings growth. In the quarter, Mettler's organic revenue growth rate and guidance were slightly below expectations. We thought the negative stock reaction was way overblown, leading to a valuation the stock had not seen in many years. We are confident that over the long-term Mettler can generate mid-teens or better annual earnings growth."
#toledo
13 days ago
A ******* anese adult film actress decided to donate 3 million yen ($20,000) to victims of the ******* amoto disaster. However, some critics called her donation "dirty" due to her occupation, and it caused heated debates online.
Yu Tano shared the news about her donation via social media. According to the actress, she sent her donation to the ******* anese Red Cross and also helped organize relief supplies with her friend from Hiroshima.
"To everyone affected by the disaster in ******* amoto," Tano tweeted. "Every time I see the news or your posts, my heart aches. The things I can do are truly small, but with the hope of being of even a little help, I've collaborated with a friend living in Hiroshima to send relief supplies such as drinks, powdered sports drinks, sanitary products, diapers, and more. Additionally, I've made a donation of 3 million yen through the ******* anese Red Cross."
In addition, Tano tweeted: "I imagine there are still many people spending anxious times right now. Please, don't push yourselves too hard — prioritize your own life and health, and that of your loved ones above all. From the bottom of my heart, I wish for the day when you can return to a daily life where you can sleep peacefully, even if just a little sooner. Though my efforts are modest, I will continue to provide whatever support I can moving forward."
The post received a lot of positive reactions and criticism regarding the source of the donation. One reply that circulated widely read, "It's dirty money, but thanks."
#kumamoto
Yu Tano shared the news about her donation via social media. According to the actress, she sent her donation to the ******* anese Red Cross and also helped organize relief supplies with her friend from Hiroshima.
"To everyone affected by the disaster in ******* amoto," Tano tweeted. "Every time I see the news or your posts, my heart aches. The things I can do are truly small, but with the hope of being of even a little help, I've collaborated with a friend living in Hiroshima to send relief supplies such as drinks, powdered sports drinks, sanitary products, diapers, and more. Additionally, I've made a donation of 3 million yen through the ******* anese Red Cross."
In addition, Tano tweeted: "I imagine there are still many people spending anxious times right now. Please, don't push yourselves too hard — prioritize your own life and health, and that of your loved ones above all. From the bottom of my heart, I wish for the day when you can return to a daily life where you can sleep peacefully, even if just a little sooner. Though my efforts are modest, I will continue to provide whatever support I can moving forward."
The post received a lot of positive reactions and criticism regarding the source of the donation. One reply that circulated widely read, "It's dirty money, but thanks."
#kumamoto
13 days ago
SKYRIZI supplies close to a third of guided company revenue, which puts an unusual amount of AbbVie's future behind one patent estate.
AbbVie (ABBV) has guided total 2026 revenue to roughly $67.6 billion. About $21.7 billion of that, close to one-third, is expected to come from a single medicine, SKYRIZI. That share is the number a holder should sit with before anything else in this story.
The quarterly picture has the same shape. SKYRIZI sold $5.5 billion in the second quarter of 2026, up 24% operationally, against total net revenues of nearly $17 billion, and the next largest product AbbVie broke out, RINVOQ, sold more than $2.5 billion. Immunology as a whole brought in nearly $8.8 billion, more than half the company, on 14.6% operational growth. What makes that concentration matter is what sits beside it: oncology revenue of more than $1.6 billion fell 2.4% operationally in the same three months, and aesthetics, at nearly $1.3 billion, slipped 0.9%. Neuroscience did grow, at more than $3.2 billion and roughly 20%. So the growth you are paying for sits in immunology and neuroscience, and inside the bigger of the two it leans mostly on one molecule.
AbbVie does not have to imagine what biosimilar entry does to a large immunology franchise, because it is happening on its own income statement right now. HUMIRA sold $756 million in the second quarter of 2026, down 36% operationally, which the company puts down to biosimilar competition. A franchise shedding better than a third of its sales year over year is the shape of the risk, not its timing, because the two products sit on very different clocks.
SKYRIZI's clock is public and much further out. The company says the US composition-of-matter patent expires in 2033, that later-expiring patents embodying the product are granted or in process and run into the mid twenty-thirties and later, that regulatory data protection does not lapse until 2031, and that it does not expect biosimilar applications before the end of the decade. That is a long runway by any standard. It is also why the question keeps coming back, because close to a third of today's guided revenue eventually sits behind that later intellectual property rather than behind the original patent.
#billion #skyrizi #abbvie #behind
AbbVie (ABBV) has guided total 2026 revenue to roughly $67.6 billion. About $21.7 billion of that, close to one-third, is expected to come from a single medicine, SKYRIZI. That share is the number a holder should sit with before anything else in this story.
The quarterly picture has the same shape. SKYRIZI sold $5.5 billion in the second quarter of 2026, up 24% operationally, against total net revenues of nearly $17 billion, and the next largest product AbbVie broke out, RINVOQ, sold more than $2.5 billion. Immunology as a whole brought in nearly $8.8 billion, more than half the company, on 14.6% operational growth. What makes that concentration matter is what sits beside it: oncology revenue of more than $1.6 billion fell 2.4% operationally in the same three months, and aesthetics, at nearly $1.3 billion, slipped 0.9%. Neuroscience did grow, at more than $3.2 billion and roughly 20%. So the growth you are paying for sits in immunology and neuroscience, and inside the bigger of the two it leans mostly on one molecule.
AbbVie does not have to imagine what biosimilar entry does to a large immunology franchise, because it is happening on its own income statement right now. HUMIRA sold $756 million in the second quarter of 2026, down 36% operationally, which the company puts down to biosimilar competition. A franchise shedding better than a third of its sales year over year is the shape of the risk, not its timing, because the two products sit on very different clocks.
SKYRIZI's clock is public and much further out. The company says the US composition-of-matter patent expires in 2033, that later-expiring patents embodying the product are granted or in process and run into the mid twenty-thirties and later, that regulatory data protection does not lapse until 2031, and that it does not expect biosimilar applications before the end of the decade. That is a long runway by any standard. It is also why the question keeps coming back, because close to a third of today's guided revenue eventually sits behind that later intellectual property rather than behind the original patent.
#billion #skyrizi #abbvie #behind
15 days ago
It is hard to place a value on Archer Aviation (NYSE: ACHR) because it is a money-losing start-up. But the stock has fallen more than 60% from its 2025 highs and is now trading at about the same level as in 2021, shortly after coming public via a merger with a special purpose acquisition company (SPAC). Archer Aviation has come a long way since then, so you could easily argue the stock is cheap. But should you buy it?
The big story with Archer Aviation is its electric vertical take-off and landing (eVTOL) aircraft. It already has a model, called Midnight, that it is testing. And it just introduced a variation on Midnight, called Thunder, that is intended for military and industrial use. The hope is that eVTOLs will revolutionize the aerospace industry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That's not a far-fetched idea, since aircraft like Midnight and Thunder can quickly transport people and other items over short distances. Think of an air taxi that allows people to fly over traffic congestion. Or, in the case of Thunder, an unmanned aircraft flying supplies to an oil rig in the middle of the ocean. These are real-world scenarios where Archer's eVTOL aircraft would be hugely valuable. If you can envision a world where Midnight and Thunder aircraft are zipping through the air, it might be cheap enough for you to buy.
There are some problems to consider before you buy that will likely keep all but the most aggressive growth investors on the sidelines. For starters, the company is losing money and will likely continue to do so for a while longer. That's because it is still working on getting its eVTOL approved for commercial use. And even though Thunder won't require the same regulatory approvals, it isn't ready for prime time just yet, either. After the company's eVTOL aircraft are approved, it will still have to spend significant sums to ramp up production.
#aircraft #archer #aviation #NVIDIA
The big story with Archer Aviation is its electric vertical take-off and landing (eVTOL) aircraft. It already has a model, called Midnight, that it is testing. And it just introduced a variation on Midnight, called Thunder, that is intended for military and industrial use. The hope is that eVTOLs will revolutionize the aerospace industry.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That's not a far-fetched idea, since aircraft like Midnight and Thunder can quickly transport people and other items over short distances. Think of an air taxi that allows people to fly over traffic congestion. Or, in the case of Thunder, an unmanned aircraft flying supplies to an oil rig in the middle of the ocean. These are real-world scenarios where Archer's eVTOL aircraft would be hugely valuable. If you can envision a world where Midnight and Thunder aircraft are zipping through the air, it might be cheap enough for you to buy.
There are some problems to consider before you buy that will likely keep all but the most aggressive growth investors on the sidelines. For starters, the company is losing money and will likely continue to do so for a while longer. That's because it is still working on getting its eVTOL approved for commercial use. And even though Thunder won't require the same regulatory approvals, it isn't ready for prime time just yet, either. After the company's eVTOL aircraft are approved, it will still have to spend significant sums to ramp up production.
#aircraft #archer #aviation #NVIDIA
17 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributes the significant Q2 outperformance to a rally in finished product markets, specifically fat and protein prices, alongside favorable trade-related developments.
The Feed Ingredients segment benefited from robust biofuel demand and tightening global fish meal supplies, which strengthened protein values and supported improved gross margins.
Operational excellence programs, including contract management and price risk optimization, are delivering on the Investor Day promise to generate $150 million to $300 million in additional EBITDA over three years.
The Food segment is undergoing a structural shift from gelatin to higher-margin collagen, with collagen currently generating 2.5x to 3x the margin of traditional gelatin products.
#protein #segment #million
Management attributes the significant Q2 outperformance to a rally in finished product markets, specifically fat and protein prices, alongside favorable trade-related developments.
The Feed Ingredients segment benefited from robust biofuel demand and tightening global fish meal supplies, which strengthened protein values and supported improved gross margins.
Operational excellence programs, including contract management and price risk optimization, are delivering on the Investor Day promise to generate $150 million to $300 million in additional EBITDA over three years.
The Food segment is undergoing a structural shift from gelatin to higher-margin collagen, with collagen currently generating 2.5x to 3x the margin of traditional gelatin products.
#protein #segment #million
17 days ago
Nvidia (NVDA) has spent the past year proving it is the backbone of nearly every major artificial intelligence (AI) project on the planet, from the biggest cloud companies to the smallest AI startups trying to find their footing.
Nvidia is known as a company that supplies GPUs to OpenAI, Anthropic, Microsoft (MSFT), and Alphabet (GOOGL). Now, it is putting capital and hardware behind one of the most secretive AI labs in the industry, a company that has been flying under the radar since it launched two years ago. Let's take a closer look.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#msft
Nvidia is known as a company that supplies GPUs to OpenAI, Anthropic, Microsoft (MSFT), and Alphabet (GOOGL). Now, it is putting capital and hardware behind one of the most secretive AI labs in the industry, a company that has been flying under the radar since it launched two years ago. Let's take a closer look.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#msft
18 days ago
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts.
The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and buildings designed for high-density racks. Core Scientific supplies that infrastructure, while the companies will jointly design facilities around AMD Instinct GPUs, EPYC CPUs, and ROCm software. For AMD, reserving compatible capacity can turn customer interest into installable systems rather than stranded chip demand, although the agreement discloses no GPU-purchase commitment.
For illustration purposes only. Photo by Brett Sayles on Pexels
The full 2.5 GW is not firm capacity. Core Scientific said the partnership is anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue. That company estimate is not recognized revenue, and no disclosed GPU-purchase commitment lets investors translate it into AMD chip sales.
Advanced Micro Devices, Inc. (NASDAQ:AMD) will receive market-priced warrants to buy Core Scientific common stock, subject to commercial conditions. That feature aligns AMD with the infrastructure provider's execution and gives it potential equity upside. It may also dilute existing CORZ holders if warrants vest and are exercised, but the companies did not disclose enough terms to quantify that effect.
#scientific #infrastructure
The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and buildings designed for high-density racks. Core Scientific supplies that infrastructure, while the companies will jointly design facilities around AMD Instinct GPUs, EPYC CPUs, and ROCm software. For AMD, reserving compatible capacity can turn customer interest into installable systems rather than stranded chip demand, although the agreement discloses no GPU-purchase commitment.
For illustration purposes only. Photo by Brett Sayles on Pexels
The full 2.5 GW is not firm capacity. Core Scientific said the partnership is anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue. That company estimate is not recognized revenue, and no disclosed GPU-purchase commitment lets investors translate it into AMD chip sales.
Advanced Micro Devices, Inc. (NASDAQ:AMD) will receive market-priced warrants to buy Core Scientific common stock, subject to commercial conditions. That feature aligns AMD with the infrastructure provider's execution and gives it potential equity upside. It may also dilute existing CORZ holders if warrants vest and are exercised, but the companies did not disclose enough terms to quantify that effect.
#scientific #infrastructure
18 days ago
September WTI crude oil (CLU26) today is up +5.31 (+6.70%), and September RBOB gasoline (RBU26) is up -0.0802 (+2.55%).
Crude oil and gasoline prices are soaring today amid a fresh round of hostilities in the Middle East, which threatens global energy supplies. Gains in crude accelerated after President Trump said the US will "hit Iran hard" after a recent attack from Iran that targeted a US base in Jordan. Crude prices raced to their highs after weekly EIA crude inventories unexpectedly fell to a 7.75-year low and after crude supplies at Cushing sank to a nearly 12-year low.
Tesla Just Delayed Its Biggest Growth Story. What That Means for TSLA Stock.
Crude Oil Prices Pressured by Optimism Over Iran Negotiations
Cooler US Weather Forecasts Push Nat-Gas Prices Lower
#Iran
Crude oil and gasoline prices are soaring today amid a fresh round of hostilities in the Middle East, which threatens global energy supplies. Gains in crude accelerated after President Trump said the US will "hit Iran hard" after a recent attack from Iran that targeted a US base in Jordan. Crude prices raced to their highs after weekly EIA crude inventories unexpectedly fell to a 7.75-year low and after crude supplies at Cushing sank to a nearly 12-year low.
Tesla Just Delayed Its Biggest Growth Story. What That Means for TSLA Stock.
Crude Oil Prices Pressured by Optimism Over Iran Negotiations
Cooler US Weather Forecasts Push Nat-Gas Prices Lower
#Iran
19 days ago
By Lucia Mutikani
WASHINGTON, July 28 (Reuters) - The U.S. trade deficit in goods narrowed in June amid a broad decline in imports, but the improvement was probably insufficient to prevent trade from again subtracting from economic growth in the second quarter.
The report from the Commerce Department on Tuesday also showed exports dropping to a five-month low, pulled down by a sharp decline in shipments of industrial supplies, which include petroleum. The decrease likely reflected a pullback in crude oil prices amid a fragile ceasefire between the U.S. and Iran.
With businesses ramping up investment in artificial intelligence and consumer spending resilient, last month's drop in imports could be temporary. The AI build-out is reliant on imports. The government on Monday reported a strong increase in orders and shipments for non-defense capital goods in June.
"Our model mapping the trade data onto the national accounts now points to net trade subtracting around one percentage point from second-quarter GDP growth," said Oliver Allen, senior U.S. economist at Pantheon Macroeconomics.
#goods
WASHINGTON, July 28 (Reuters) - The U.S. trade deficit in goods narrowed in June amid a broad decline in imports, but the improvement was probably insufficient to prevent trade from again subtracting from economic growth in the second quarter.
The report from the Commerce Department on Tuesday also showed exports dropping to a five-month low, pulled down by a sharp decline in shipments of industrial supplies, which include petroleum. The decrease likely reflected a pullback in crude oil prices amid a fragile ceasefire between the U.S. and Iran.
With businesses ramping up investment in artificial intelligence and consumer spending resilient, last month's drop in imports could be temporary. The AI build-out is reliant on imports. The government on Monday reported a strong increase in orders and shipments for non-defense capital goods in June.
"Our model mapping the trade data onto the national accounts now points to net trade subtracting around one percentage point from second-quarter GDP growth," said Oliver Allen, senior U.S. economist at Pantheon Macroeconomics.
#goods
