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crashin
6 days ago
The S&P 500 (SNPINDEX: ^GSPC) stock market index has more than doubled from its 2022 bear market low point, but it faces a number of challenges that could derail its current bull run.
Rising oil prices are stoking inflation, which prompted the Federal Reserve to raise interest rates at its September meeting, and additional hikes might be on the way. This alone has been enough to spark a correction in the broader market in the past, but investors are also wrestling with a potential slowdown in artificial intelligence (AI) infrastructure spending, which is impacting some of the largest stocks in the S&P 500.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
To top things off, the S&P is trading at a very expensive valuation, leaving it particularly vulnerable to a sharp sell-off. Fortunately, there is a way investors can capitalize on a downturn based on almost 70 years' worth of history.
The U.S. and Iran have been engaged in a geopolitical conflict since February, resulting in the closure of the Strait of Hormuz waterway, through which 25% of the world's seaborne oil transits each day. Moreover, the ongoing war between Saudi Arabia and Yemen recently knocked even more oil supply offline, while Ukraine and Russia also continue targeting one another's energy infrastructure.

#rising
o8enlypri7e
12 days ago
Forever Young, who last year made history as the first ***** anese horse to win the Breeders' Cup Classic, vies for a rare repeat in the showpiece of the $34 million racing extravaganza at Keeneland on Saturday.
Trainer Yoshito Yahagi sounded a confident note after the well-traveled five-year-old enjoyed a "perfect gallop" on the Lexington, Kentucky, track on Wednesday in his final tuneup for the 1 1/4-mile, $7 million race.
"The horse is moving beautifully," Yahagi said. "I'm very satisfied. There is no concern about the horse's condition. He is very fresh."
Forever Young was installed as the 2-1 early favorite after drawing the fifth post, and Yahagi acknowledged that the challenge facing the two-time Saudi Cup-winner and jockey Ryusei Sakai is somewhat different this year as they try to follow Tiznow in 2000 and 2001 as the only repeat Classic winners.
"I think the quality of the rivals is the same as last year, but our position this year is quite different from last year," Yahagi said. "Last year, we have to take on the challenge to win the Breeders' Cup Classic. But this year, I think we are in the position that everybody is targeting us, so it's not quite easy to defend the ***** le."

#yahagi #young #repeat
crash
23 days ago
Notre Dame is now 6-1 and ranked No. 4 in the AP Top 25 after a weird, wild, and controversial loss to the BYU Cougars. Yes, I think the Irish got hosed out of one final play, but none of that matters now. We saw 59 minutes and 59 seconds of football, and there are some things we learned.
Last week Boomer called Boubacar Traore a renaissance man, and he was absolutely right. This week… we got five plays out of Traore before he was ejected for targeting Bear Bachmeier on a late hit. Despite Notre Dame's depth at the position, the loss of Traore was massive for the Irish in the game —particularly in the first half when the defense was on its heels and needed better play up front to slow down what BYU was doing. The loss of Traore might very well be the essence of the full reason for Notre Dame's loss.
This second thing was supposed to be about Jonaz Walton and I went looking for snap counts. While the entire deal about Walton is valid and should be talked about after only getting 10 of the 81 snaps after rushing for 181 yards last week… the wide receiver situation might be the most heinous thing about the offense. On a night where Notre Dame's receivers couldn't get much separation from Cougar defenders, maybe they were gassed? The elevation was well over 5000 feet and Notre Dame only used 4 wide receivers all night. Jordan Faison, Micah Gilbert, and Jaden Greathouse were out there for almost every snap, and the fourth… well that was Mylan Graham with a whopping two snaps for the night.
For a good part of the first half, Notre Dame's defense didn't just play poorly — they looked confused. Presnap lineups and adjustments had several defenders running to the spot they were supposed to be, and BYU was snapping the ball before they got there. It looked very much like the Miami game last year, and some of that confusion led to slow and soft play. This, of course, is a Chris Ash problem and they made the proper adjustments at halftime to hold BYU to just 126 yards and 7 points in the final 29 minutes and 59 seconds of play. But… this is still a thing and will kill the Irish in a few weeks against Miami if it's not fixed for a full 59 minutes and 59 seconds — or do we play 60 minute games now?
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#notre #play #irish #last
mOvyfUf
23 days ago
Growing security concerns in the Middle East have cast doubt over several major combat sports events scheduled in the region. Recent missile and drone attacks targeting critical infrastructure in Saudi Arabia, including Riyadh's King Khalid International Airport, have raised questions about whether upcoming sporting events can proceed as planned.
According to DW News, Ansar Allah, the Yemeni movement commonly known as the Houthis, has repeatedly targeted Riyadh airport. The report cited an October 10 attack that killed 12 people and injured around 300, adding to concerns about security in the region.
The uncertainty has also put the UFC's rumored December 5 Fight Night in the spotlight. The card is expected to feature Israel Adesanya against Shara Magomedov, but speculation has emerged that the event could be canceled or moved elsewhere. Dana White, however, has offered a different outlook, suggesting the UFC is still moving ahead with its plans for the Middle East.
The December 5 card is not the only UFC event attracting attention amid the regional tensions. UFC 333 is scheduled for October 24 in Abu Dhabi, where Alexander Volkanovski is set to defend his featherweight **** le against Movsar Evloev.
Boxing has also been caught up in the uncertainty. Canelo Alvarez's planned October 31, 2026, fight against Christian Mbilli in Riyadh could face complications, with prominent boxing figures, including WBC champion Sebastian Fundora, voicing concerns about security following the airport attacks.

#concerns
neoncal0
1 month ago
October 8, 2026 / 5:00 AM EDT / KFF Health News
The U.S. Senate candidates in Texas could hardly be more different: James Talarico, a former seminarian turned Democratic state lawmaker who speaks in calm cadences about love and empathy, and Ken Paxton, the pugnacious Republican state attorney general who speaks about a refusal to compromise.
They share an enemy, though. They dislike social media's effects on children's mental health. Talarico, who did not respond to a request for comment, has endorsed a social media ban for kids under 16, while denouncing "predatory algorithms that divide us on an hourly, daily basis." As a legislator, he co-authored a bill targeting explicit deepfakes — digital imitations of individuals that are often made or manipulated by artificial intelligence and used for harassment on social media.
Paxton has been suing Big Tech, alleging the companies hook youth on their apps or don't restrict sensitive videos from being viewed by kids. "When elected to the U.S. Senate, he will continue his proven record of advancing policies that protect children online, strengthen parental rights, and hold Big Tech accountable when it breaks the law," Paxton campaign spokesperson Madison Cercy said in a statement to KFF Health News.
Youth mental health is in decline. Even as researchers explore what's causing the problem, momentum is gathering among policymakers from both parties to crack down on social media companies. Several major companies are being sued, investigated, and, soon, potentially regulated. That they may be harming kids' mental health is a key reason.

#Social #kids #senate #Tech
pzYOuWrD3_40
1 month ago
Ukraine on Thursday accused Russia of deliberately targeting civilians after 30 people were killed when two buses were blown up in the frontline city of Kramatorsk, in one of the deadliest single attacks for weeks.
Photos posted by local authorities showed the burnt-out metal shell of the vehicles, with the blurred-out images of bodies and debris strewn across the road.
Police said the buses were hit with a glide bomb.
The strikes come just a day after five children were among 22 killed when a Russian missile struck a five-storey apartment block in Pryluky, in the northern Chernigiv region.
"The Russians are deliberately targeting civilians," Donetsk Governor Vadym Filashkin said, accusing Moscow of flouting "every conceivable rule of warfare and norm of international humanitarian law".

#targeting #civilians #Russia
cepdf_7spp7sv
1 month ago
The move aimed to lower costs for farmers weeks before the midterm elections.
President Donald Trump has issued an executive order that makes a specific kind of tax-exempt diesel fuel reserved for farm and construction equipment available to a broad set of road vehicles in an effort to reduce overall diesel costs.
The type of diesel, known as dyed diesel, is exempt from a 24.4-cent per gallon federal tax, making it a lower-priced option than regular diesel. Some states expanded access to dyed diesel in a similar fashion over recent weeks, providing relief from state diesel taxes.
Dyed diesel is nearly identical to regular diesel, besides a small amount of dye used by law enforcement officers and inspectors to ensure only permitted vehicle owners avail themselves of the fuel.
The executive order on Monday came weeks ahead of the midterm elections, targeting costs ****** ociated with a fuel vital to the supply chain for everything from groceries to clothing to electronics.

#Diesel #fuel #lower #executive
tinywox
1 month ago
JNJ and PG both trade at 21x forward earnings, but J&J's 46% payout ratio versus P&G's 62% signals stronger long-term dividend coverage.
P&G carries a $1.4 billion after-tax earnings headwind into fiscal 2027, while J&J has already absorbed its Stelara biosimilar competition.
J&J's 10-year share price gain of 181% nearly doubled P&G's 117%, with management targeting double-digit earnings growth by decade's end.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Johnson & Johnson (NYSE:JNJ) orProcter & Gamble (NYSE:PG): If someone saving for retirement could hold only one Dividend King for the next 20 years, which one should it be? My pick is Johnson & Johnson, and the gap is wider than the yields suggest. Both stocks trade near 21 times forward earnings (P&G at 21), so valuation is effectively a tie. The decision comes down to three things that matter more to a retiree: dividend coverage, durability and structural risk.

#trade
o3w74Mmnuuk
1 month ago
WASHINGTON (AP) — The U.S. military said it attacked a boat suspected of being used to smuggle drugs in the Caribbean Sea on Sunday, killing four people, as the Trump administration continues its yearlong campaign against alleged traffickers in Latin America.
The latest attack brings the number of people who have been killed in boat strikes by the U.S. military to at least 235 in 70 strikes since the Trump administration began targeting those it calls "narcoterrorists" in September 2025. As with most of the military's statements on strikes in the eastern Pacific Ocean and Caribbean Sea, U.S. Southern Command said it targeted the alleged drug traffickers along known smuggling routes.
The military did not provide evidence that the vessel was ferrying drugs. A video posted on X showed what appeared to be an explosion destroying a moving boat, which the military said was a go-fast vessel.
The Trump administration is pursuing deals with allied nations to extend its offensive to land across multiple Latin American countries. Defense Secretary Pete Hegseth said during a visit to Panama in August that Colombia, Guatemala and Honduras had agreed to allow the U.S. to carry out joint military operations against criminal groups on their soil. Guatemala denied reaching such a deal. Ecuador launched similar missions with the U.S. in March.
President Donald Trump has said the U.S. is in "armed conflict" with cartels in Latin America and has justified the attacks as a necessary escalation to stem the flow of drugs into the United States and fatal overdoses claiming American lives. But his administration has offered little evidence to support its claims of killing smugglers.

#boat #caribbean
1sleepysna0
1 month ago
Despite initial efforts to improve their relationship, King Charles and Prince Harry are reportedly no longer in contact.
Sources told NewsNation that Harry is "frustrated and angry" because his attempts to connect with Charles and Prince William are falling flat. William has made it clear that he wants nothing to do with Harry, but it's currently unclear why Charles is giving his youngest son the silent treatment.
More from StyleCaster
Diana's Brother Accuses Charles of 'Aggressive' Behavior After His Book as He Reveals the 1 Thing He Would Say to the King if They Were Face to Face
Harry & Meghan Reportedly 'Stunned' by 2 Men in a 'White Van' Targeting Their Kids at School-'Irresponsible and Ill-Considered'

#charles #prince
gadgetmostly9974
1 month ago
This summer, we took a family vacation to Oregon to hike in the Pacific Northwest. Not surprisingly, we saw a bunch of people decked out in clothing made by Columbia, the huge sportswear company founded in Portland in 1938, and named for the nearby river.
We also saw a lot of people wearing Patagonia clothes. Named after the vast geographic region at the southern tip of South America, shared by Argentina and Chile, Patagonia was founded by climber Yvon Chouinard in 1973 to provide durable climbing equipment and outdoor wear. The company heavily supports environmental causes and donates profits from the sale of their jackets, fleeces and other gear to ecological protection. The company even sued President Trump in 2017, for shrinking federal lands protections.
In addition to environmental causes, Patagonia has also championed the LGBTQ community by partnering with the Human Rights Campaign to oppose state legislation targeting their rights. This summer, though, the company sued one member of that community.
Wyn Wiley is an activist from Bend, Oregon, who focuses on environmental and LGBTQ+ issues, promoting acceptance of queer identities in the environmentalist and outdoors communities, and promoting awareness of climate change and its effects.
In October of 2018, Wiley created the character Pattie Gonia and produced short-form outdoors activism content on Instagram and TikTok, while dressing in drag. The first posted video garnered more than 100 million views. Pattie Gonia has 1.8 million Instagram followers and claims to have raised $3.7 million for environmental causes, including $1 million raised last year on a 100-mile hike. In 2022, Pattie Gonia partnered with The North Face, another outdoor gear juggernaut, for their 2022 "Summer of Pride" series, which consisted of outdoor community-building events focused on local LGBTQ+ engagement and acceptance.

#lgbtq #summer
snapslowlynYR0683
1 month ago
Megan Fox is taking on a new role, and it's one she says she was destined to play.
The 40-year-old actress is starring in a campaign for Ro Health targeting erectile dysfunction, otherwise known as ED. ***** led Ro Sparks, the prescription treatment aims to help men with intimacy challenges.
Speaking to People about the new gig, Fox said, "I personally feel like maybe I was born for this."
"There's not a better person to have been involved in this," the Jennifer's Body star added.
Fox donned a skintight red catsuit for the campaign, reminiscent of Britney Spears' iconic "Oops!… I Did It Again" look, emblazoned with the Ro Sparks logo.

#megan
Husxm4wxKmUiE2gY
1 month ago
Kurt Olsen was ****** igned to the so-called "grand conspiracy" probe in Florida.
Another top Trump loyalist tasked to help lead a controversial conspiracy probe targeting President Trump's political foes has resigned from the Justice Department, sources familiar with the matter confirmed to ABC News.
The resignation of Kurt Olsen, a 2020 election denier who was ****** igned to the so-called "grand conspiracy" probe in Southern Florida earlier this year, comes just weeks after Trump ally Joe diGenova similarly announced his departure after suggesting to the New York Post that he was being pressured by DOJ leadership to bring charges without supporting evidence.
Olsen had no prior prosecutorial experience and was deeply involved in litigation surrounding President Trump's efforts to challenge his 2020 election loss.
Olsen could not immediately be reached for comment. A DOJ spokesperson declined to comment to ABC News.

#conspiracy #president #assigned #called
rollmirror
2 months ago
The transition toward renewable energy is creating massive opportunities for infrastructure providers. Eos Energy Enterprises (NASDAQ:EOSE) and GE Vernova (NYSE:GEV) represent two distinct ways to play this trend in 2026.
Eos focuses on specialized zinc-based batteries for long-duration energy storage. GE Vernova is a diversified giant that services a massive portion of the world's electricity grid. Comparing these two helps clarify whether you prefer a high-growth disruptor or an established power leader.
Eos Energy Enterprises produces aqueous zinc batteries designed as a safer, scalable alternative to lithium-ion. It operates primarily within the industrial stocks **** e, targeting utilities and commercial developers. Customer concentration like this adds a layer of risk to the business, as two clients accounted for approximately 70% of total revenue in 2025.
In FY 2025, revenue reached approximately $114.2 million. This represents growth of nearly 631.8% compared to the prior fiscal year. The company reported a pre-tax net loss of roughly $969.6 million, resulting in a negative net margin of approximately 849.1%.
As of its December 2025 balance sheet, the company had a debt-to-equity ratio of -1.0x. This value indicates that total liabilities exceed shareholder equity. The current ratio, which measures the ability to cover short term obligations with short term **** ets, was approximately 4.9x, while free cash flow was nearly negative $265.0 million.

#enterprises #massive #Growth
rsikvi
2 months ago
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers.
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.

#energy #architecture
788trulydustybasic
2 months ago
On August 6, Wheaton Precious Metals (NYSE:WPM) reported second-quarter net earnings of $543 million on $929 million of revenue, both records. Through the first half, net earnings rose 106% to $1.1 billion. During the quarter, the company also made net upfront cash payments of $4.5 billion relative to mineral stream interests, and it now carries $2.0 billion of total debt against $100 million of cash on hand. Here is what that trade looks like up close.
Start with what the streaming model does when prices climb. Wheaton sold 14% more gold equivalent ounces than a year ago, but the average realized gold equivalent price jumped 61% in Q2, and that higher price explains most of the revenue surge. Costs per ounce rose from $406 to $568, yet the cash operating margin per ounce still grew 65% to $3,875, faster than gold itself appreciated. Operating cash flow hit $650 million in the quarter and $1.4 billion for the half.
The second argument is that plenty of growth hasn't arrived yet. Only about 3% of this year's production comes from **** ets still in construction or ramp-up, and the company forecasts a rise of roughly 50% to 1,200,000 gold equivalent ounces by 2030. Some of that ramp has dates attached. Ivanhoe now expects commercial production at Platreef in the fourth quarter of 2026, and Montage Gold is targeting first gold at Koné in late Q4. Effective April 1, Wheaton expanded its share of silver production from Antamina from 33.75% to 67.5% through the newly acquired BHP Antamina PMPA.
Growth on this scale wasn't free. Wheaton had no bank debt at the end of 2025. On April 1, it drew $1.5 billion on a new two-year term loan to help pay for Antamina, and finance costs that were negligible a year ago now take a real bite. Net debt stands at $1.9 billion. Taxes are heavier too. Wheaton paid $109 million of global minimum tax on June 24, and another Cdn$346 million is due around March 31, 2027.
Operations also gave investors a few reasons for caution. Gold ounces produced slipped 2.6% year over year, so the 6% rise in gold equivalent production leaned heavily on the Antamina purchase. Gold output at Salobo fell 11% on lower grades. At Constancia, it fell 35% after mining at the higher-grade Pampacancha pit finished in the fourth quarter of 2025. Hemlo Mining said on July 20 that its second-quarter output fell below the first quarter's, and Rio2 said on May 15 that Fenix missed planned tonnes and grade in Q1. And because the revenue jump came mainly from price, the same leverage works in reverse if metals slip.

#wheaton
266prism_packet
2 months ago
Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies **** ociated with Elon Musk, including **** eX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications.
On September 15, Tigress Financial highlighted the strategic importance of the alliance to Intel's turnaround prospects. The research firm reiterated its Buy rating on Intel and raised its price target to $145 from $118, citing the company's long-term growth opportunity.
The Terafab partnership could provide Intel's foundry business with exposure to customers that have substantial AI and high-performance computing requirements. Securing external customers could help Intel increase manufacturing scale while improving the utilization and economics of its foundry operations.
The partnership could also support Intel Corporation (NASDAQ:INTC)'s efforts to improve its semiconductor manufacturing technology. Greater production volumes and engagement with demanding customers could provide opportunities to improve manufacturing economics, yields, and scalability as Intel works to strengthen its competitive position in advanced chip manufacturing.
Beyond manufacturing scale, Terafab could expand Intel's role in the broader AI semiconductor supply chain. The company has historically been heavily **** ociated with CPUs, but growing its foundry business could give it greater exposure to AI accelerators, custom silicon, and other specialized compute applications. A relationship with major AI-focused customers could also help provide greater visibility into future manufacturing demand.

#Intel
glid2compass
2 months ago
NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D). It's a $67 billion all-stock transaction expected to close before the end of next year. If the merger is completed as expected, it would result in the largest US electricity producer.
NextEra's business is already growing, and Dominion is expected to increase the growth rate. The deal's promise is exciting, but its value to investors ultimately depends on NextEra securing regulatory approvals and successfully integrating Dominion ***** ets.
NextEra Energy, Inc. (NYSE:NEE) has reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and said it was targeting the high end of that range. NextEra also said it expects adjusted EPS to grow at a compound annual rate of at least 8% through 2032 and is targeting the same growth rate through 2035, off the 2025 base.
NextEra also plans to continue rewarding its shareholders with higher dividends. The company expects its dividend per share to grow at a roughly 10% annual rate through 2026, off the 2024 base. It expects the dividend to grow 6% a year through 2028 from the 2026 base.
The EPS and dividend growth projections give investors a financial foundation for evaluating the Dominion deal. NextEra does not need Dominion simply to prevent a growth slowdown. Instead, it's looking to add another growth engine through the acquisition.

#dominion #rate
mjczhsids
2 months ago
Federal Reserve Chair Kevin Warsh has revealed himself. If not a card-carrying monetarist, he is at least a camp follower. This represents a dramatic change at the Fed, where the past Chairman Jerome Powell repeatedly rejected the basic tenets of monetarism.
This is a welcomed earthquake. After all, there are almost no monetarists left in the world (except for us, and we've been fighting a lonely rearguard action for over 40 years). The Federal Reserve has rejected monetarism consistently — and on the record — because it preferred other models for understanding the economy. In academia, monetarism has been out of fashion for decades. But by his own words, a monetarist is now leading the central bank.
Just what is monetarism? It's a doctrine which holds that money has a major influence on both the level of ***** et prices, economic activity, and the price level. Any discussion of national income determination must, therefore, center on the quantity of money and the banking system, since banks produce most of the money in modern economies. When it comes to monetary policy, its objectives are best met by targeting the rate of growth of the money supply.
Today, most economists pooh-pooh monetarism. Money and banking are nowhere to be found in their macroeconomic models, or their discourses about the course of ***** et prices, economic activity, and prices. Indeed, their forecasting exercises are typically based on elaborations of Keynesian income-expenditure models that exclude money and banking.
If that's not enough, we think that the Fed's backroom staff, mostly Keynesian-leaning Democrats, don't want alignment with a philosophy usually affiliated with Milton Friedman, but that's another story. Just look at what Joe Biden said in 2020 about how the dean of monetarism wasn't "running the show anymore."

#monetarist
tAg1qXfz
2 months ago
Interested in Keysight Technologies Inc.? Here are five stocks we like better.
AI data-center demand is driving strong growth in Keysight's wireline business, particularly around 1.6T and emerging 3.2T networking, silicon photonics, co-packaged optics and system-level testing.
Demand currently exceeds supply, with Keysight expanding manufacturing capacity, supplier agreements and component sourcing; revenue beyond its typical order-to-revenue window was approaching $100 million.
Keysight expects additional growth from 6G, aerospace and defense, semiconductors and software-defined vehicles. The company anticipates 6G acceleration in the first half of 2028 and plans to maintain investment while targeting incremental margins of at least 40% when growth exceeds 5%.
3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now

#exceeds #lesser
D7mN5YFOs8M
2 months ago
Interested in Equinix, Inc.? Here are five stocks we like better.
Equinix plans to invest $5 billion to $7 billion annually in data-center development, primarily in established markets where customer demand and infrastructure needs are already visible.
The company controls about 3 gigawatts of designed power, with 600–700 megawatts under development, and is targeting cash-on-cash returns in the low 20% range with typical stabilization in two to three years.
AI adoption is accelerating among enterprise customers, driving expected demand for higher-density facilities, liquid cooling and additional interconnections; however, executives said AI-related business still represents a minority of Equinix's revenue today.
3 Stocks Built for Higher Rates—And 2 That Could Break

#higher #demand #here #built
pushpx
2 months ago
Interested in Toronto Dominion Bank (The)? Here are five stocks we like better.
TD plans to open 100 U.S. branches by the end of 2028, focusing on strengthening its presence in major Northeast markets while expanding in Florida and the Carolinas, subject to regulatory approval.
The bank's anti-money-laundering remediation remains ongoing: fiscal 2026 costs rose to $550 million, and new controls must still be validated by internal and external reviewers before regulatory relief.
TD is targeting C$750 million in structural U.S. cost savings to fund growth, while expanding AI use in technology, AML monitoring and customer service; its U.S. business also returned to loan growth and posted a 3.47% third-quarter net interest margin.
If Boeing Ramps Up Production, These Suppliers May Win Big

#regulatory
ultra
2 months ago
During the September 11 episode of Mad Money, a caller asked whether to buy, sell, or hold shares of The Kraft Heinz Company (NYSE:KHC). Jim Cramer replied:
No, I don't want you to do that… And I'll tell you why. Because it's not that I believe in the greater man theory, but this Steve Cahillane, who's the CEO, he saved Kellogg and made people a ton of money. He's going to do the same thing with Kraft Heinz. Let's give him a chance. Let's give him six months, okay? I think he'd appreciate that if we give him six months. He's been here for a while, and he's a… person [who] really likes to... [take] action. Don't leave it. Please don't leave Kraft Heinz.
The comments build on his June 2 view that he was willing to "take on the risk" of owning Kraft Heinz because of Cahillane's record at Kellogg. At the time, however, Cramer said he had "not all that much faith in Kraft or Heinz after previous management gutted the company."
The Kraft Heinz Company's (NYSE:KHC) second-quarter results show why the turnaround remains unfinished. Net sales fell 1.4% year over year to $6.26 billion, while organic net sales declined 1.3%. Adjusted operating income fell 18.4% to $1 billion, while North American sales declined 2.7%. Management raised its 2026 organic net-sales outlook to a decline of 0.5% to 2%, from the previous range of a 1.5% to 3.5% decline. It also increased incremental investment by $100 million to approximately $700 million in 2026, with the company targeting a return to volume-led, sustainable and profitable growth.
On September 2, Kraft Heinz said it will hold an Investor Day on November 12 to present its long-term strategy for "sustainable volume-led and profitable growth." Cahillane said, "Our brand investments are gaining traction and driving improved performance."

#kraft #give #september
dashna
2 months ago
Burford Capital Limited (NYSE:BUR) announced on September 14 that its indirect, wholly owned subsidiary, Burford Capital Global Finance LLC, priced $300 million of 8% senior secured notes due 2029. Closing is expected September 17, subject to customary conditions.
Net proceeds and existing cash are intended to redeem the subsidiary's 6.25% unsecured notes due in 2028. The transaction would move this maturity into 2029, with a coupon 175 basis points higher.
The September 14 offering announcement confirmed $400 million of outstanding 2028 notes, making the cash contribution central to the refinancing. Burford Capital Limited (NYSE:BUR) said it expected to issue a conditional notice targeting September 24, 2026, for redemption of all $400 million, subject to successful completion of the $300 million financing.
For Burford Capital Limited (NYSE:BUR), refinancing ahead of maturity creates more room for litigation investments to generate cash. Court proceedings, settlements, and collections follow uncertain schedules. Reducing dependence on a particular realization date could help management preserve investment value.
Redeeming the confirmed $400 million balance with $300 million of replacement notes would reduce gross principal by $100 million. Calculated annual coupons would fall from $25 million to $24 million, before fees and other financing costs.

#capital #september #NYSE
nijwr
2 months ago
Hub Group, Inc. (NASDAQ:HUBG) disclosed on September 14 that preliminary, unaudited first-half 2026 revenue was expected to reach $1.7 billion to $1.8 billion, near management's expectations. Yet management anticipated an operating loss before one-time charges. This non-GAAP presentation excludes those charges, but neither the loss nor the exclusions were quantified.
Hub Group, Inc. (NASDAQ:HUBG) identified higher fuel, rail, and drayage costs, excess warehouse capacity, and accounting-review and restatement expenses. The central issue is whether pricing and efficiency improvements can restore profitability on the revenue already moving through the business.
Hub Group, Inc. (NASDAQ:HUBG) began implementing rate increases in the third quarter, after transportation costs had pressured first-half results. Relatively stable intermodal volume trends suggest an existing customer base on which better pricing could improve margins. If increases hold without significant volume losses, revenue could become more profitable without requiring a broad freight recovery.
Hub Group, Inc. (NASDAQ:HUBG) also launched additional efficiency initiatives in the second quarter, including warehouse consolidation and improvements in driver and warehouse-worker productivity. These actions address specific weaknesses: underused ***** e spreads fixed costs across fewer orders, while low productivity raises the cost of each shipment or handling task. Better utilization could reinforce the benefit of higher rates.
Hub Group, Inc. (NASDAQ:HUBG) is also targeting order-to-cash processes, which cover the steps from taking orders through billing and collection. Improvements could reduce administrative friction and accelerate cash collection. That would support liquidity while operational changes take effect, although faster collections alone would not repair an operating loss.

#improvements #better
8clickjolly
2 months ago
As President Donald Trump tries to convince voters that Democrats have let crime run amok, he's digging into the country's political past to cite one of the most controversial campaign advertisements that relied heavily on racist tropes.
During a campaign stop Wednesday in Gastonia, North Carolina, to stump for Republican U.S. Senate candidate Michael Whatley, Trump resurrected a 1988 George H.W. Bush presidential campaign ad featuring Willie Horton, a Black man convicted of rape and ****** ault after his release through a Massachusetts prison furlough program.
A grainy black-and-white prison photo of Horton was used in the ad targeting then-Massachusetts Gov. Michael Dukakis, who was ahead of Bush in the polls. On Wednesday, Trump evoked the Horton ad in an effort to convince voters Democratic former Gov. Roy Cooper, Whatley's opponent in the Senate race, is soft on crime.
"Willie Horton was a bad guy, really bad guy," Trump said, before comparing Dukakis's release of Horton to the pretrial release of a Black man who faces a murder charge for last year's killing of a white Ukrainian refugee in Charlotte, North Carolina.
But Cooper was not the governor when the man was released or when he was later charged with killing the refugee.

#black
t5ny
2 months ago
Interested in The Goldman Sachs Group, Inc.? Here are five stocks we like better.
Goldman Sachs expects its revenue base to reach roughly $70 billion this year, up from the mid-$30 billion range when its strategic plan began in 2018–19, supported by greater diversification and operating leverage.
Asset & Wealth Management is exceeding its targeted high-single-digit growth rate, overseeing about $4 trillion in ******* ets and targeting 30% margins and high-teen returns. Acquisitions and partnerships are expanding its alternatives, ETF, retirement and real estate capabilities.
Goldman expects alternatives fundraising above $125 billion this year and sees major financing opportunities from AI infrastructure investment, while near-term results may face higher expenses, softer FICC activity and a muted investments line.
Digging for Value: Alpha Metallurgical Resources Insider Buys Big

#year #here
primebi
2 months ago
Anthropic, one of the world's fastest-growing AI companies, announced on June 1 that it had filed a confidential Form S-1 with the SEC for its planned IPO. It could price its offering by the end of the year, and it's reportedly targeting a valuation of $2 trillion -- which would surpass **** eX's (NASDAQ: SPCX) $1.77 trillion to become the biggest IPO in history. That's more than double the valuation of $965 billion it reached after its last private funding round in May.
Should investors chase Anthropic's eagerly anticipated IPO, or should they wait for the initial hype to die down? Let's see what investors should know before it goes public.
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 »
Anthropic's annualized run rate exceeded $65 billion at the end of July, compared to roughly $9 billion at the end of 2025. That explosive growth was driven by the increased adoption of Claude (its family of large language models and AI **** istants) among enterprise customers, the integration of its application programming interfaces (APIs) into other applications, and its cloud infrastructure partnerships with Amazon (NASDAQ: AMZN) Web Services (AWS) and Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google Cloud.
Amazon and Alphabet both hold double-digit stakes in Anthropic, so its upcoming IPO could significantly boost their profits. Nvidia (NASDAQ: NVDA) has also reportedly been mulling a $10 billion investment in Anthropic's IPO to fortify its software optimization partnership and supply chain ties.

#NASDAQ
pijaljggfpamh
2 months ago
Fox Corporation (NASDAQ:FOXA) disclosed on September 9 that the U.S. Department of Justice issued a second request for information concerning the proposed acquisition of Roku, Inc. (NASDAQ:ROKU). Cooperation with the review continues, and the expected closing remains in the first half of 2027, according to The Wall Street Journal.
A second request extends the premerger waiting period while regulators seek additional documents and data. For investors, the question is whether Fox Corporation (NASDAQ:FOXA) can preserve the acquisition's streaming benefits through a potentially longer review and any conditions attached to clearance.
The strategic fit centers on combining content with distribution. Roku, Inc. (NASDAQ:ROKU) reaches more than 100 million households globally and would provide Fox Corporation (NASDAQ:FOXA) with an established connected-television platform, advertising technology and direct consumer relationships.
That reach could create additional opportunities to promote live news, sports and streaming services. For advertisers, a broader combination of content, audience data and campaign tools could make the combined offering more useful, provided integration improves targeting and measurement.
The commercial opportunity also extends beyond audience growth. Better advertising monetization and more efficient promotion of streaming services could improve the value generated from existing viewers. Household reach provides the starting point; advertising revenue, engagement and customer acquisition costs would determine the financial payoff.

#advertising #second #request #review
b9oSt
2 months ago
London-based Velocity has raised an additional $10 million, extending its Series A to $48 million at a $200 million post-money valuation, with participation from Visa Ventures, Circle Ventures, and Ripple. The fresh capital will fund infrastructure connecting stablecoins to existing payment networks, settlement systems, and corporate treasury operations.
The extension follows a $38 million Series A announced in July, which CEO Eric Queathem said was oversubscribed. Haun Ventures, Translink Capital, and Mirana Ventures also joined the extension round, pushing the total investor list well beyond typical crypto-native venture backers into strategic corporate money from a card network and a stablecoin issuer directly.
Velocity's platform lets payment companies and banks use stablecoins for settlement, liquidity, and treasury operations without ripping out the systems they already run. That's a deliberate scope: the company is targeting the layer connecting issuers, card networks, acquirers, and merchants, not the wallet consumers see.
Stablecoin circulation has grown past $300 billion, with usage expanding from crypto-exchange dollar transfers into payments, cross-border transfers, and corporate treasury work, the exact seam Velocity is trying to occupy.
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#million #capital #stablecoin #connecting

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