Kanye West has the support of his family on his big night.
The 49-year-old "All of the Lights" rapper presented his new Yeezy fashion collection on Wednesday (November 4) in Los Angeles.
Joining Kanye at the show were all four of his kids – North, 13, Saint, 10, Chicago, 8, and Psalm, 7. The controversial rapper shares his four kids with ex-wife Kim Kardashian, who was spotted in New York City that same night hanging out with a longtime famous friend.
Kanye's wife Bianca Censori also supported him at the show, wearing an extremely low-cut jumpsuit.
Other stars in attendance included Big Sean, King Combs, 2 Chainz, Quenlin Blackwell, Kid Cudi, Rich the Kid, ASAP Nast, and Natalie Nunn.

#kanye #rapper #yeezy

Meghan Markle is reportedly planning to challenge Prince William and Kate Middleton. According to sources, the Sussexes are facing new tensions with the monarchy after the King issued a letter reaffirming their status as "non-working royals." As such, Markle is allegedly planning to share more royal secrets in her upcoming projects.
According to OK! Magazine, Meghan Markle is ready to fight Prince William and Kate Middleton after a letter confirming the Sussexes' status. "Meghan suspects William influenced his father's decision to put her and Harry in their place, and believes Kate supported the move," a royal insider told the publication.
The insider continued, "Meghan has correctly interpreted the Palace's position as an attempt to reinforce the Sussexes' exclusion from official royal life." This is "despite their apparent efforts to improve family relations."
However, "she is now ready to take on William and Kate, and fight back against them by spilling even more royal secrets in her future streaming projects." The ******* ss of Sussex "thinks she has nothing to lose now." Another source said, "Meghan believes she and Harry should respond more ******* ertively to negative publicity."
They continued, "The Sussexes could increasingly use their own professional relationships and communications platforms to explain their position." This means "more documentaries and takedowns of the royal family from their U.K. home."

#royal #markle #according

Celebrity comedian Sebastian Maniscalco has responded to this week's uproar in the comedy community over his takeover of a SiriusXM channel that for years supported up-and-coming stand-ups while providing them a minor lifeline in royalty checks. He joins the broadcaster in ****** uring those up in arms over the station's disappearance that the company axed it well before the superstar took over.
In April, Maniscalco's Comedy Radio replaced SiriusXM's Channel 99, the longtime home of the Raw Comedy/Raw Dog channel, a small corner of the satellite radio giant where up-and-coming comedians could not only launch their careers but make a few bucks doing it. SiriusXM replaced the "jukebox channel," which rotated sets from comics and had no host, with one now "curated and headlined by Maniscalco" that features mostly mainstream and well-known talent. The uproar came this week when the advocacy group Stand Up for Standup and big-name comedians like Patton Oswalt, Margaret Cho and Michelle Wolf took to social media to ask Maniscalco to bring Raw Comedy back to the platform. On Thursday, the superstar comic replied.
More from The Hollywood Reporter
Patton Oswalt, Michelle Wolf Call on Sebastian Maniscalco to Reverse SiriusXM Channel Takeover
Stephen A. Smith Explains How SiriusXM Is Becoming a Home for Political Independents

#channel #comedy

Emily Ratajkowski put a sheer twist on her little black dress as she graced the premiere of Sacrifice, in Athens, Greece on October 3. The supermodel supported her boyfriend, Romain Gavras' latest project.
The 35-year-old went sans bra as she slipped into a sheer black midi dress that featured a cowl neckline with a figure-hugging silhouette. The opaque garment boasted a sleeveless design and was layered over simple black lingerie that was left exposed beneath. Emily accessorized with a beaded handbag from The Veil and a pair of strappy open-toe heels.
Emily's luscious brunette locks were left down in a sleek, straight style while her makeup oozed glam, courtesy of a brown smoky eye and a nude lip.
Romain Gavras and Emily Ratajkowski pose for photographers ahead of the Greek premiere of the film Sacrifice in Athens, Greece (@ Alamy Stock Photo)
Meanwhile, Romain wore a gray shirt with a pair of white tailored pants. The ensemble was layered with a black longline blazer and styled with casual sneakers.

#ratajkowski

Debra Messing is facing intense backlash over her decision to support Republican Bruce Blakeman in New York's gubernatorial race.
Messing, who has previously supported Democratic candidates including Joe Biden and Hillary Clinton, shared an Instagram statement Tuesday evening laying out her reasons for endorsing the Donald Trump-backed candidate.
"For years, my focus has been protecting choice and voting rights, passing the ERA, protecting the rights of the gay community, and keeping out children's schools safe from gun violence. I still stand by every one of those principles. That hasn't changed," Messing wrote. "What has changed is how I feel about the city and state I love dearly."
The Will & Grace star said that after voting for Governor Kathy Hochul four years ago, she had reflected on that decision ahead of the November election. "So I asked myself the question I'd encourage everyone to ask. Not: 'Which party am I supposed to vote for?' But: 'Who do I believe will actually make life better for the people I love and the place I live?'"
For Messing, that person is Blakeman. "I don't agree with him on everything, and I don't expect to," she wrote. "No candidate is perfect. But on the issues that are hurting New Yorkers right now, I believe he's the right choice. Yes, he's been endorsed by the President. That's not what my vote is about."

#voting #rights #changed

AGNC Investment has seen a mix of setbacks and gains in recent years, which raises a straightforward question for anyone looking at the stock today: Is the current share price meaningfully supported by the returns the business earns on its capital base?
Over the past 3 years, AGNC Investment has delivered a total return of about 48.1%, which puts real weight on whether those past gains are grounded in sustainable returns on the equity it deploys.
The mortgage REIT model relies on how efficiently AGNC Investment can fund and reinvest its portfolio. The valuation story therefore hinges on whether that capital structure can keep generating attractive excess returns after funding costs and hedging.
What if you looked at AGNC Investment through its earnings instead? See what AGNC Investment's 4.9x P/E says about the price.
For investors, the debate is whether AGNC Investment's current price fairly reflects the level and quality of the returns it earns on its capital.

#investment #returns #whether #earns

The S&P 500 hit a record Tuesday as it rose for a fourth straight day, supported by rising technology stocks, hopes for a positive earnings season and a pause in oil’s recent surge.
The broad-based index closed higher by 0.58%, its first record closing high since Aug. 13. The Nasdaq Composite also jumped 0.45%. It also hit a record high for the second time this week.
The S&P 500 and the Nasdaq’s gains were overwhelmingly powered by gains in tech companies, such as chipmakers Marvell and Broadcom.
Nvidia, the world’s largest public company, also rose and moved closer to becoming the first company to ever reach $6 trillion in market value. Other trillion-dollar tech stocks also rose Tuesday. Microsoft, Amazon, **** eX, Meta Platforms and Tesla shares all traded in the green.
Investors are also looking forward to the start of the third quarter’s earnings season, which begins in earnest next week with the country’s biggest banks reporting their results.

#rose

Several Supreme Court Justices appeared skeptical Monday of a request from oil companies to preemptively block a climate change lawsuit that could hold them liable for climate damages.
Many of the justices raised questions about the court’s ability to even take up the case at this time.
“A number of the discussions that you’ve had with my colleagues make me think that we’re really early in this case – that this is sort of premature from the standpoint of this court exercising its jurisdiction,” liberal Justice Ketanji Brown Jackson told Suncor Energy lawyer Kannon Shanmugam.
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#justices #climate #justice #ketanji

Princess Charlene was joined by her brother for a heartfelt evening as she supported a cause close to her heart.
The Monegasque royal, 48, posed for pictures alongside her younger sibling, Gareth Wittstock, as the pair attended the Pink Ribbon Monaco Gala at the Hôtel de Paris Monte-Carlo.
Charlene was dressed elegantly in an all-white Emporio Armani suit with black heels and diamond drop earrings, while businessman Gareth donned a tuxedo with a pink bow tie.
During the ceremony, the pair helped to illuminate the Place du Casino in pink to mark the start of "Pink October" for Breast Cancer Awareness Month.
Since 2024, Princess Charlene has been Honorary President of Pink Ribbon Monaco, which raises awareness and funds for female cancers research and prevention. The Monagesque palace confirmed that 24 buildings within the Principality will also be lit up in pink throughout the month.

#princess #ribbon #monegasque

Hirata Runa, an 8-year-old trainee with the ******* anese idol program DIANNA Project, has died only days after what became her final public performance.
DIANNA Project announced on September 28 that the Nagoya trainee died from myocarditis ******* ociated with an influenza infection. A message later shared through Runa's social account said she died at around 4 a.m. on September 25.
Five days earlier, Runa had appeared at DIANNA Project's Regular Live Vol. 70 on September 20. She posted after the event to thank supporters and wrote that she had enjoyed the performance, a message that became her final public post.
The agency thanked fans and others who had supported Runa and said her wake and funeral were held privately with close relatives. It also asked the public and media to respect the family's privacy as they mourn.
Runa appeared at DIANNA Project's Regular Live Vol. 70 on September 20 as one of the project's Nagoya trainees. ******* anese outlet Nikkan Sports reported that the appearance became her final performance.

#became

Jennifer Lopez is continuing her Paris Fashion Week style streak with another head-turning brown look. Just days after making a statement in a backless white lace dress, Lopez stepped out in a daring Stella McCartney gown. The look brought together several of the singer and actor's favorite red-carpet elements. It featured a figure-skimming silhouette and unexpected cutouts.
Lopez wore the Stella McCartney dress to a September 30 gala benefiting Naked Heart France in Paris. She posed alongside McCartney at the dinner, held at Langosteria at Cheval Blanc Paris. The event brought together guests including Natalia Vodianova, Bar Refaeli, and Taylor Hill. The dinner supported Naked Heart France's work with autistic children and their families.
The rich brown dress featured gathered fabric across the bodice, creating a draped effect that flowed down the front of the gown. But the biggest surprises came from the sides and back. A cutout exposed Lopez's midriff, while the backless construction revealed much of her back. The thigh-high slit rose dramatically along one side of the gown, putting one leg firmly in the spotlight.
Lopez kept the rest of the styling sleek, pairing the gown with black peep-toe heels, a matching clutch, a statement diamond ring, and small stud earrings. Her hair was pulled back with face-framing pieces, keeping the focus on the dress's dramatic open-back detail.
The singer recently made another daring fashion statement in a white lace dress. That dress also featured a completely open back and thigh-high slit. She styled the romantic, sheer design with white socks and black loafers, giving the glamorous look a surprisingly casual finish.

#dress #mccartney

Selma Blair has revealed new details about the career fallout she faced following a controversial Instagram comment she made amid the Israel-Hamas war in February 2024.
The veteran star said she lost her entire career and the team that supported it — talent agency CAA, a manager of 30 years, a lawyer and personal and book publicists — in the wake of leaving a comment widely criticized as anti-Islamic under a video posted by immigration reform advocate Abraham Hamra. Though she apologized, Blair noted it wasn't enough and not only did she lose that team but also brand deals, payment for a supposed Super Bowl advertisement, her son's godmother and more. So much that, she says, she came to learn "what erased feels like."
More from The Hollywood Reporter
The IDF Calls Gaza Documentary 'NAZA' "Distorted, Misleading and Disingenuous"
Selma Blair Set for Bridget Stokes' Mystical Coming of Age Film 'Schmoolie The Deathwatcher'

#Career #Instagram #Israel #islamic

Adam Brody drew a sharp response from Rabbi Steve Leder after publicly sharing his views on Gaza and Palestine.
Leder previously worked as a technical consultant on the first season of ******* ody Wants This. He criticized Brody after the actor said in a recent GQ interview that he considered the situation in Gaza a "genocide" and supported a "free Palestine." Brody also expressed hope that a future U.S. administration could change policies affecting the situation.
Leder addressed Adam Brody's Gaza comments in an Instagram video and reminded the actor of their previous professional connection.
"My job was to make sure that your character was authentic and that everything in Season 1 about Judaism was authentic," Leder said.
Brody played Rabbi Noah Roklov in ******* ody Wants This. His character began a relationship with agnostic podcaster Joanne Williams, played by Kristen Bell.

#wants

With 8.5 million people spread over just 300 square miles, New York is the most populous city in America. Home to Broadway, Wall Street, the Met, Lincoln Center, Carnegie Hall, the Comedy Cellar and, of course, the news media, New York is where the conversation starts and ends.
More from Variety
Doc Society Announces Fund for Films 'In Service of Better Futures,' Zohran Mamdani Project Among First Supported Features (EXCLUSIVE)
Anne Hathaway Would Rather Have Another Knicks Championship Over a Second Oscar
'Verity' Review: Dakota Johnson and Anne Hathaway Drift Through Another Listless Colleen Hoover Adaptation

#anne #hathaway

Jim Carrey may have just married Min Ah, but there's another special woman in his life — his only daughter, Jane Erin.
The star has kept his bond with his child out of the spotlight, but previously credited her for being one of the most important people in his life.
Here's what we know about the actor's offspring and the role she has played in his life.
Jane supported Jim during his hand and footprints cement ceremony on November 2, 1995 (@ Getty Images)
Jane was born to Jim and his ex-wife, Melissa Womer, in 1987. It was a whirlwind romance for Jim and Melissa who met at a comedy store. Jane was welcomed by the couple after they'd been married for six months.

#melissa #married #womer

Bruce Willis loves spending quality time with his five daughters.
The Die Hard star became a dad for the first time in 1988 when he welcomed oldest daughter Rumer Glenn Willis with his then-wife Demi Moore. They welcomed Scout LaRue Willis, born in 1991, and Tallulah Belle Willis, born in 1994, before their split in 1998.
After Bruce married Emma Heming Willis in 2009, the couple welcomed daughters Mabel Ray Willis, born in 2012, and Evelyn Penn Willis, born in 2014.
Bruce and his blended family have celebrated holidays together and publicly supported each other at milestone events over the years. In 2022, Bruce's family announced he was retiring from acting due to his aphasia diagnosis — which has since progressed to frontotemporal dementia — but has continued to share glimpses into their precious moments together.
Ahead, see the 13 sweetest photos of Bruce Willis with his five daughters.

#bruce

Phillips 66 (NYSE:PSX) has been on a strong rally this year, posting gains of over 110% since the beginning of 2026. The outperformance has been driven by an unusually sharp surge in global refining margins amid the war in the Middle East, which has significantly tightened the world's refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
Given Phillips 66's substantial outperformance compared to the wider market, investors may be questioning whether the stock's record-setting run has reached its peak. However, the ****** ysts over at BMO Capital see further upside ahead. On September 17, the firm raised its price target on PSX from $260 to $310, while maintaining an 'Outperform' rating on the shares. The target boost implies an upside of 13% from the current levels and even exceeds the stock's all-time high of over $274 achieved earlier this month.
BMO Capital highlighted Phillips 66's integrated business model, noting that it has gained momentum and outperformed its individual segments, supported by strong execution across the portfolio. While Refining and Renewables remain the cyclical leaders, BMO also sees a favorable medium-term growth outlook for the company's Midstream business.
BMO Capital's vote of confidence comes amid a broader optimism surrounding Phillips 66, with ****** ysts from Morgan Stanley, Raymon James, UBS, and several others also improving their respective outlooks on PSX. This suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, particularly following the renewed escalations between Iran and the United States.
The supply disruptions now extend beyond the troubled region, as a recent wave of Ukrainian attacks on Russian refineries has further reduced global refining capacity and provided further support to margins.

#further #margins #amid

Morgan Stanley met privately with Gilead Sciences (GILD) leadership at its 2026 Global Healthcare Conference this month, and the feedback strengthened the bank's positive view on the stock.
Morgan Stanley's biopharma team hosted a meeting and a management dinner with Gilead Chairman and CEO Daniel O'Day and Chief Commercial and Corporate Affairs Officer Johanna Mercier. According to a Morgan Stanley research note shared with me, the discussion reinforced its Overweight rating on Gilead and singled out one franchise as the biggest reason to stay positive.
Gilead trades around $150.89, up about 24% year to date and roughly 111% over five years. That kind of run in a biotech stock usually needs a catalyst, and Morgan Stanley points to HIV prevention. The bigger question for investors now is whether the new HIV prevention business built around Yeztugo can keep growing at the pace of the last few quarters.
Terence Flynn, a Morgan Stanley equity **** yst who covers Gilead and other healthcare stocks has held an Overweight rating on the stock since January 2025.
According to the note, Gilead management described the company as being at "an important inflection point, supported by what it views as the most robust portfolio in the company's history," with no patent expiring until 2036.

#gilead #healthcare #management #note

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market this year, supported by an unusually sharp surge in global refining margins as the prolonged Iran crisis has significantly tightened global refining capacity and reduced supplies of gasoline, diesel, and jet fuel.
With Marathon up by over 150% since the beginning of 2026, there are now concerns that the stock may have topped out. However, the ****** ysts over at Morgan Stanley are convinced that the rally still has further room to run. On September 14, Morgan Stanley ****** yst Joe Laetsch significantly raised the firm's price target on MPC from $265 to $453, while reaffirming an 'Overweight' rating on the shares.
The target boost reflects an upside of over 9% from the current price level and even exceeds the stock's record high of just under $411 per share achieved earlier this month. The Morgan Stanley update comes amid broader Wall Street optimism surrounding the American refining giant, with ****** ysts from Raymon James, UBS, and several others also improving their respective outlooks on MPC.
Morgan Stanley's vote of confidence suggests that Wall Street expects the ongoing refining upcycle to last longer than previously expected, especially given the fresh wave of attacks between Washington and Tehran. Even if the conflict in the Middle East subsides, the region's refined fuel output is expected to remain relatively tight, since the damaged or idled refineries in the Middle East are likely to take some time to return to full operations.
As the largest refiner by volume in the United States, Marathon has significant operating leverage to capitalize on the current high-margin environment. The company already demonstrated its ability to translate the high crack spreads into material earnings when it delivered an almost fourfold increase in profits in the second quarter.

#morgan #marathon #stanley #middle

Valero Energy Corporation (NYSE:VLO) has been on a strong rally, posting gains of over 140% since the beginning of 2026. The strong performance is fuelled by an unusually sharp surge in global refining margins as the ongoing disruptions have significantly reduced the world's refining capacity and tightened supplies of gasoline, diesel, and jet fuel.
While there are now investor concerns that the stock may have topped out, Wall Street sees further upside ahead. On September 14, Morgan Stanley ******* yst Joe Laetsch significantly boosted the firm's price target on VLO from $255 to $411, while maintaining an 'Equal Weight' rating on the shares. The revised target implies an upside of almost 4% from the current levels and even exceeds the stock's all-time high of just under $400 per share.
The higher price objective is supported by the possibility that Valero can translate the favorable refining environment into material earnings and cash flows. The company did exactly that in the second quarter, when it posted its highest-ever Q2 profit and topped Wall Street expectations.
It seems like the high-margin environment is here to stay following a fresh wave of attacks between the US and Iran. Even if the attacks stop and a potential peace agreement is achieved, the damaged or idled refineries in the Middle East are likely to take some time to return to full operations, keeping refined-fuel markets relatively tight. Notably, the supply disruptions also extend beyond the troubled region, as a recent series of Ukrainian strikes on Russian refineries has further constrained global refining capacity.
Valero's FCC Unit optimization project at its St. Charles Refinery will allow it to capitalize even further on the high-priced environment. Expected to be completed in the third quarter, the $230 million initiative will help enhance the facility's ability to produce high-value products.

#even #environment #wall #strong

Interested in Axsome Therapeutics, Inc.? Here are five stocks we like better.
Auvelity remains Axsome's main growth driver: It generated more than $180 million of the company's $218.4 million in second-quarter revenue, while its new Alzheimer's disease agitation indication is supported by an expanded sales force of more than 600 representatives.
The commercial portfolio is expanding: Sunosi continues to grow, and SYMBRAVO revenue increased 30% sequentially in the second quarter as Axsome expanded its migraine sales team.
Pipeline and finances are strengthening: Axsome has several late-stage programs and upcoming clinical milestones, ended the quarter with $320 million in cash, and said it is approaching cash-flow positivity.
Biotech Is Heating Up—These 2 Red-Hot Stocks Stand Out

#second

ResMed Inc. (NYSE:RMD) is well positioned to benefit from the long-term growth of the global obstructive sleep apnea (OSA) treatment market. Likewise, the company remains well positioned to benefit from growing awareness and penetration in the global market, backed by a robust product portfolio.
The company's OSA portfolio includes CPAP and APAP machines, led by the AirSense platform. The AirSense 10 series is one of the most widely used CPAP and APAP machine series. Beyond sleep therapy machines, it also offers nasal, nasal-pillow, and full-face masks, along with a wide range of accessories and related products.
The broad product portfolio offers multiple avenues for generating recurring revenue beyond the initial sale of a sleep therapy device.
Monkey Business Images/Shutterstock.com
In the fourth quarter of fiscal 2026, ResMed's revenue increased 9% year over year to $1.5 billion, supported by strong demand for sleep devices, masks, and accessories. Americas device revenue increased 6%, while total Americas Sleep and Breathing Health revenue rose 8%. Americas masks and other revenue increased 10%. The stronger performance is particularly important as it highlights the ability to monetize the installed patient base beyond the initial device purchase.

#sleep #increased

The dollar index (DXY00) fell from a 7-week high on Friday and finished down by -0.03%. The dollar gave its advance on Friday on weaker-than-expected US economic news that showed Aug manufacturing production and Aug leading indicators unexpectedly declined. Also, Friday's -1% fall in WTI crude oil eased inflation expectations and could persuade the Fed to loosen monetary policy, a bearish factor for the dollar.
The dollar initially moved higher on Friday on weakness in the yen, which fell to a 2-week low today. Higher T-note yields on Friday also supported the dollar. The dollar also has carryover support from Wednesday when the FOMC raised interest rates by 25 bp and signaled another rate hike by the end of the year. The dollar fell from its best level after US
Dollar Gains on Yen Weakness and Higher T-note Yields
Wall Street's Favorite Safe Haven Could Be In Trouble. How Investors Should Play Gold Here.
Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!

#Friday #yields

Interested in O'Reilly Automotive, Inc.? Here are five stocks we like better.
Record store expansion: O'Reilly plans to open 232 stores in 2026, its highest annual total, supported by new distribution capacity and growth opportunities across underserved U.S. markets.
International growth: The company expects to open 20–25 stores in Mexico, where it sees potential for more than 1,000 locations over time, and plans to add three to five Canadian stores while developing its platform.
Demand and competitive advantages: Comparable-store sales rose 7% through the second quarter, while O'Reilly highlighted its inventory network, promote-from-within culture, proprietary brands exceeding 55% of sales, and opportunities from an aging and increasingly complex vehicle fleet.
Hitting the Brakes: Is O'Reilly's Stock a Breakdown or a Buy?

#stores #open #Growth #interested

October WTI crude oil (CLV26) closed down -1.61 (-1.58%) on Friday, and October RBOB gasoline (RBV26) closed up +0.0203 (+0.58%).
Crude oil and gasoline prices settled mixed on Friday. Crude prices were under pressure on Friday on hopes that diplomacy could end hostilities in the Middle East, leading to the resumption of crude flows from the region.
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
Crude Prices Supported by Middle East Supply Disruptions
Nat-Gas Prices Rebound on Pre-Weekend Short Covering

#crude

October Nymex natural gas (NGV26) on Friday closed up +0.011 (+0.38%).
Nat-gas prices recovered from a 1-week low on Friday and settled higher on some pre-weekend short covering. Nat-gas prices initially moved lower on Friday amid forecasts of cooler US weather, which could reduce nat-gas demand from electricity providers for air conditioning. The Commodity Weather Group said Friday that forecasts shifted cooler, with above-average temperatures now covering a smaller portion of the South and Southeast from September 23 to October 2.
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
Crude Prices Retreat on Hopes Middle East Energy Exports to Recover
Crude Prices Supported by Middle East Supply Disruptions

#prices #east #forecasts

Kansas City Federal Reserve president Jeff Schmid said Friday that he supported the central bank's decision to raise interest rates this week and suggested that more rate hikes could be warranted, a view that was echoed by the rest of the central bank and Fed Chairman Kevin Warsh.
"The Fed has work to do on inflation, and this week's action was a step in that direction," Schmid said in a speech in Vail, Colo.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
The Federal Open Market Committee voted on Wednesday in a unanimous decision to raise its benchmark interest rate to the range of 3.75% to 4% from 3.5% to 3.75%, the first rate hike since July 2023
Schmid noted that inflation has run above the central bank's 2% target for over five years, and the most recent price readings suggest a pace trending above 3%. Inflation has jumped this year as oil and overall energy prices have leapt higher amid the conflict with Iran. Even when stripping out energy and food prices, so-called "core" inflation has also been sticky.

#interest

Interested in Ally Financial Inc.? Here are five stocks we like better.
Ally Financial reaffirmed its full-year net interest margin guidance of 3.6% to 3.7%, supported by balance-sheet growth in higher-yielding retail auto and Corporate Finance loans. However, about $20 million in third-quarter lease losses tied to recalled Stellantis vehicles is expected to keep sequential margin growth roughly flat.
Stellantis-related lease pressure is expected to persist through 2026 but ease in 2027 as Ally's lease portfolio becomes more diversified and protected leases begin to mature. Ally also reaffirmed its 2026 retail auto net charge-off guidance of 1.8% to 2%.
Ally reported growth across its core businesses, including a 7% year-over-year increase in deposit customers and roughly 25% loan growth in Corporate Finance since launching Focus Forward. The company maintained guidance for 3% to 5% average earning-asset growth and approximately 1% operating-expense growth while continuing capital returns.
OneMain's Yield Comes With a Catch

#year #stellantis

Interested in Motorola Solutions, Inc.? Here are five stocks we like better.
Motorola Solutions expects broad-based growth, projecting 2026 gains of 10%–11% in mission-critical networks, about 11% in video security and about 15% in command-center software, supported by modernization of public-safety and federal infrastructure.
Silvus Technologies is becoming a major defense growth driver, with approximately $850 million in expected 2026 sales at current capacity. Motorola is expanding production, sales and R&D as demand grows for secure communications in contested environments and unmanned-systems operations.
D-Fend Solutions expands Motorola's counter-drone opportunity in public safety, airports, critical infrastructure and venues. The business was selected for a $1.5 billion U.S. Department of Homeland Security grant program and uses cyber-based technology to take control of and safely land threatening drones.
Motorola's $1.5B Bet to Own the Skies

#Growth #safety #infrastructure

GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as "wired to win" and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company's utility exposure extends beyond AI power demand alone. That diversification is a real consideration, but it does not directly address the concern raised by GLJ Research. The firm's Sell rating is not based on doubts about AI-driven power demand. Instead, GLJ Research argues that GE Vernova is still a fundamentally cyclical gas-turbine manufacturer, while its current valuation reflects an **** umption that the ongoing boom can remain permanent.
GE Vernova shares stabilized after an 8.5% decline triggered by GLJ Research's new Sell rating and broader concerns that a slowdown in AI spending could weigh on the company's order book. Bernstein **** yst Sunaina Ocalan directly challenged the view that GE Vernova's outlook depends mainly on AI infrastructure spending:
While data center orders were $5 billion in H1 2026, or about 38% of electrification orders, the remaining 62% was utility-driven. Utility spend should continue to grow, supported by grid reliability and resilience investments. A slowdown in data center demand may alleviate generation bottlenecks but would do little to address existing grid constraints.
Bernstein continues to rate the stock a Buy with a $1,298 price target, while nearly 80% of **** ysts covering GE Vernova also have a Buy rating. In a separate development, the company announced a wind turbine supply agreement with Eurus Energy Holdings in **** an.
GLJ Research's Gordon Johnson argued that GE Vernova's turbines being sold out does not justify the stock trading at roughly 38.9x forward EV/EBITDA at the time the report was released. Johnson described the company as "a cyclical gas turbine manufacturer priced as a secular compounder," highlighting the premium valuation placed on a fundamentally cyclical business. His model estimates 2027 EBITDA at $7.42 billion, which is 22% below Wall Street consensus. The lower forecast is partly based on the timing of turbine orders, as equipment scheduled for 2027 delivery was ordered in 2024, before the company introduced its more recent price increase.

#bernstein #turbine #Stock #data