15 mins. ago
Oddity Tech Ltd. (NASDAQ:ODD) reported second-quarter revenue of approximately $181 million on September 9, down 25% from $241 million a year earlier. Company-defined non-GAAP adjusted EBITDA fell to $13 million from $70 million. This measure excludes net financial income, income taxes, depreciation and amortization, share-based compensation, and certain unusual or nonrecurring items from net income.
Management attributed the disruption primarily to an advertising-algorithm problem affecting IL MAKIAGE. Oddity Tech Ltd. (NASDAQ:ODD) expects third-quarter revenue to decline approximately 5% year over year, with adjusted EBITDA of $18 million to $20 million. The sequential improvement describes a narrowing year-over-year revenue decline.
Management's diagnosis centers on distorted advertising signals that impair IL MAKIAGE's ability to reach suitable customers at acceptable acquisition costs. Oddity Tech Ltd. (NASDAQ:ODD) is testing changes with its largest advertising partner to retrain the algorithm. If those changes restore profitable customer acquisition, the existing brand could recover without a fundamental overhaul of its products.
Other brands provide operating evidence beyond that hypothesis. SpoiledChild delivered double-digit quarterly revenue growth, and management expects at least 35% growth for 2026, approaching $350 million in revenue. Management expects METHODIQ's first-year revenue to exceed SpoiledChild's first-year result.
These results support the argument that Oddity Tech Ltd. (NASDAQ:ODD) can build additional brands using its technology platform. A broader sales base could gradually reduce dependence on IL MAKIAGE, while successful customer retention would help recover upfront advertising spending over multiple purchases.
#revenue #NASDAQ #advertising #expects
Management attributed the disruption primarily to an advertising-algorithm problem affecting IL MAKIAGE. Oddity Tech Ltd. (NASDAQ:ODD) expects third-quarter revenue to decline approximately 5% year over year, with adjusted EBITDA of $18 million to $20 million. The sequential improvement describes a narrowing year-over-year revenue decline.
Management's diagnosis centers on distorted advertising signals that impair IL MAKIAGE's ability to reach suitable customers at acceptable acquisition costs. Oddity Tech Ltd. (NASDAQ:ODD) is testing changes with its largest advertising partner to retrain the algorithm. If those changes restore profitable customer acquisition, the existing brand could recover without a fundamental overhaul of its products.
Other brands provide operating evidence beyond that hypothesis. SpoiledChild delivered double-digit quarterly revenue growth, and management expects at least 35% growth for 2026, approaching $350 million in revenue. Management expects METHODIQ's first-year revenue to exceed SpoiledChild's first-year result.
These results support the argument that Oddity Tech Ltd. (NASDAQ:ODD) can build additional brands using its technology platform. A broader sales base could gradually reduce dependence on IL MAKIAGE, while successful customer retention would help recover upfront advertising spending over multiple purchases.
#revenue #NASDAQ #advertising #expects
3 hours ago
Cadence Design Systems (CDNS) trades at 54.5 times trailing earnings. A multiple that high is a requirement rather than an opinion. The price only works if the business grows into it, and you can work out exactly how much growth it takes. The harder question is whether that calculation deserves your trust here.
What Is Cadence's Price Already ***** uming?
Three things have to be true, and none is a forecast. Each is an ***** umption the price has already made, and each one is worth testing.
First, the market gives Cadence four years to grow into the multiple. Second, the multiple then settles at 28.8 times, where a mature, scaled software franchise usually lands. Third, net margin holds near 24.3%, roughly where Cadence's net margin has run over the past twelve months.
So How Fast Would Cadence Have To Grow?
#times #design
What Is Cadence's Price Already ***** uming?
Three things have to be true, and none is a forecast. Each is an ***** umption the price has already made, and each one is worth testing.
First, the market gives Cadence four years to grow into the multiple. Second, the multiple then settles at 28.8 times, where a mature, scaled software franchise usually lands. Third, net margin holds near 24.3%, roughly where Cadence's net margin has run over the past twelve months.
So How Fast Would Cadence Have To Grow?
#times #design
14 hours ago
STERIS plc (STE), with a market capitalization of approximately $20.8 billion, is a global healthcare company focused on infection prevention and patient care. The Mentor, Ohio-based company provides consumable products, capital equipment, maintenance and repair services, sterilization solutions, laboratory testing, outsourced reprocessing, and operating room connectivity solutions.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position
14 hours ago
Teradyne, Inc. (TER) is a technology company that designs and manufactures automated test equipment and advanced robotics systems, with a market capitalization of approximately $51.5 billion. Based in North Reading, Massachusetts, the company's semiconductor and electronics testing solutions help customers maintain quality standards, while its collaborative and mobile robots support manufacturing and warehouse operations across businesses of various sizes.
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and Teradyne comfortably fits this category. Its edge comes from its leading role in automated testing and robotics, serving several industries, from semiconductors to automotive and aerospace. Its diversified product portfolio, strong brand, stable revenue, healthy profit margins, and consistent cash generation support continued investment in technology and long-term growth.
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#robotics #support
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and Teradyne comfortably fits this category. Its edge comes from its leading role in automated testing and robotics, serving several industries, from semiconductors to automotive and aerospace. Its diversified product portfolio, strong brand, stable revenue, healthy profit margins, and consistent cash generation support continued investment in technology and long-term growth.
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#robotics #support
1 day ago
A public company typically has limited control over third-party financial products that reference its shares, but Robinhood Markets, Inc. (NASDAQ:HOOD) and AMC Entertainment Holdings, Inc. (NYSE:AMC) are now testing that notion in public, in one of the year's most intense corporate spats. The debate revolves over stock tokens and has evolved from a heated social media post on September 3 to a live televised retort by September 9.
Robinhood Markets, Inc. (NASDAQ:HOOD) expanded its tokenized shares offering, which is issued through a unit named Robinhood ****** ets (Jersey) Limited and traded on Robinhood's proprietary blockchain, Robinhood Chain, to include over 190 public firms, including AMC, without the companies directly signing on. When AMC CEO Adam Aron discovered that his company was among them, he did not mince words. On September 3, Aron posted on X, calling the practice "contemptible, outrageous, disgusting, detestable, inexcusable, vile," questioning how it could possibly be legal, and stating that AMC Entertainment Holdings, Inc. (NYSE:AMC) had no relation to the tokens and did not condone them.
He stated that the company would retain independent securities counsel and vowed to take the matter to the SEC, characterizing Robinhood's tokens as an unregistered securities product that undermines the regular relationship between a public company and its shareholders.
The market reaction was fast and telling: AMC shares rose as much as 21% in overnight trading after the public dispute broke out.
Robinhood did not back down. In the days that followed, the company's chief legal officer, Dan Gallagher, a former SEC commissioner, mocked the tone of Aron's complaint on social media, saying Robinhood "know[s] a little something about the US securities laws," and inviting AMC's lawyers to contact them. CEO Vlad Tenev originally commented on X with a brief "What's the concern?" before making his first extensive, broadcast comments on the controversy in a CNBC "Squawk Box" interview on September 9.
#company
Robinhood Markets, Inc. (NASDAQ:HOOD) expanded its tokenized shares offering, which is issued through a unit named Robinhood ****** ets (Jersey) Limited and traded on Robinhood's proprietary blockchain, Robinhood Chain, to include over 190 public firms, including AMC, without the companies directly signing on. When AMC CEO Adam Aron discovered that his company was among them, he did not mince words. On September 3, Aron posted on X, calling the practice "contemptible, outrageous, disgusting, detestable, inexcusable, vile," questioning how it could possibly be legal, and stating that AMC Entertainment Holdings, Inc. (NYSE:AMC) had no relation to the tokens and did not condone them.
He stated that the company would retain independent securities counsel and vowed to take the matter to the SEC, characterizing Robinhood's tokens as an unregistered securities product that undermines the regular relationship between a public company and its shareholders.
The market reaction was fast and telling: AMC shares rose as much as 21% in overnight trading after the public dispute broke out.
Robinhood did not back down. In the days that followed, the company's chief legal officer, Dan Gallagher, a former SEC commissioner, mocked the tone of Aron's complaint on social media, saying Robinhood "know[s] a little something about the US securities laws," and inviting AMC's lawyers to contact them. CEO Vlad Tenev originally commented on X with a brief "What's the concern?" before making his first extensive, broadcast comments on the controversy in a CNBC "Squawk Box" interview on September 9.
#company
1 day ago
Interested in NVIDIA Corporation? Here are five stocks we like better.
NVIDIA released CUDA-Q Logical, an open-source software layer that links GPUs with quantum processors to solve practical error correction challenges.
Early testing by Fermilab and Sandia National Laboratories shows dramatic efficiency gains, including a seven-fold faster design cycle and reduced physical qubit requirements.
Quantum hardware firms IonQ, Rigetti Computing, and D-Wave Quantum could benefit as standardized software lowers development costs and enables deeper integration with NVIDIA's infrastructure.
Many investors view quantum hardware developers and classical semiconductor leaders as competing forces in high-performance computing. Recent developments demonstrate that the two architectures are becoming deeply interdependent.
#hardware #here
NVIDIA released CUDA-Q Logical, an open-source software layer that links GPUs with quantum processors to solve practical error correction challenges.
Early testing by Fermilab and Sandia National Laboratories shows dramatic efficiency gains, including a seven-fold faster design cycle and reduced physical qubit requirements.
Quantum hardware firms IonQ, Rigetti Computing, and D-Wave Quantum could benefit as standardized software lowers development costs and enables deeper integration with NVIDIA's infrastructure.
Many investors view quantum hardware developers and classical semiconductor leaders as competing forces in high-performance computing. Recent developments demonstrate that the two architectures are becoming deeply interdependent.
#hardware #here
1 day ago
Broyhill ******* et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill ******* et Management highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC), a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry, contributed positively to the portfolio's performance this quarter. On September 14, 2026, Sotera Health Company (NASDAQ:SHC) closed at $18.52 per share, reflecting a market capitalization of $5.29 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of 0.05%, while its shares gained 13.62% over the past 52 weeks.
Broyhill ******* et Management stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor letter:
"Sotera Health Company (NASDAQ:SHC) was our largest contributor, with shares gaining 25%. We bought it in the first quarter, when the litigation docket was the only thing anyone wanted to discuss, and the price gave no weight to the fact that there are only two companies of scale doing this work. Results beat on revenue, adjusted EBITDA, and earnings per share; guidance was reaffirmed across every line, and management described March as its best volume month in three to four years. The EPA has proposed a full repeal of the 2024 ethylene oxide standard. At the time, the shares traded at roughly 14x forward earnings against 20x for the closest comparable."
Sotera Health Company (NASDAQ:SHC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Sotera Health Company (NASDAQ:SHC) at the end of the second quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Sotera Health Company (NASDAQ:SHC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#sotera #broyhill #second
In its second-quarter 2026 investor letter, Broyhill ******* et Management highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC), a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry, contributed positively to the portfolio's performance this quarter. On September 14, 2026, Sotera Health Company (NASDAQ:SHC) closed at $18.52 per share, reflecting a market capitalization of $5.29 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of 0.05%, while its shares gained 13.62% over the past 52 weeks.
Broyhill ******* et Management stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor letter:
"Sotera Health Company (NASDAQ:SHC) was our largest contributor, with shares gaining 25%. We bought it in the first quarter, when the litigation docket was the only thing anyone wanted to discuss, and the price gave no weight to the fact that there are only two companies of scale doing this work. Results beat on revenue, adjusted EBITDA, and earnings per share; guidance was reaffirmed across every line, and management described March as its best volume month in three to four years. The EPA has proposed a full repeal of the 2024 ethylene oxide standard. At the time, the shares traded at roughly 14x forward earnings against 20x for the closest comparable."
Sotera Health Company (NASDAQ:SHC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Sotera Health Company (NASDAQ:SHC) at the end of the second quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Sotera Health Company (NASDAQ:SHC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#sotera #broyhill #second
2 days ago
Broyhill ****** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill ****** et Management highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC), a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry, contributed positively to the portfolio's performance this quarter. On September 14, 2026, Sotera Health Company (NASDAQ:SHC) closed at $18.52 per share, reflecting a market capitalization of $5.29 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of 0.05%, while its shares gained 13.62% over the past 52 weeks.
Broyhill ****** et Management stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor letter:
"Sotera Health Company (NASDAQ:SHC) was our largest contributor, with shares gaining 25%. We bought it in the first quarter, when the litigation docket was the only thing anyone wanted to discuss, and the price gave no weight to the fact that there are only two companies of scale doing this work. Results beat on revenue, adjusted EBITDA, and earnings per share; guidance was reaffirmed across every line, and management described March as its best volume month in three to four years. The EPA has proposed a full repeal of the 2024 ethylene oxide standard. At the time, the shares traded at roughly 14x forward earnings against 20x for the closest comparable."
Sotera Health Company (NASDAQ:SHC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Sotera Health Company (NASDAQ:SHC) at the end of the second quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Sotera Health Company (NASDAQ:SHC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#letter
In its second-quarter 2026 investor letter, Broyhill ****** et Management highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC), a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry, contributed positively to the portfolio's performance this quarter. On September 14, 2026, Sotera Health Company (NASDAQ:SHC) closed at $18.52 per share, reflecting a market capitalization of $5.29 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of 0.05%, while its shares gained 13.62% over the past 52 weeks.
Broyhill ****** et Management stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor letter:
"Sotera Health Company (NASDAQ:SHC) was our largest contributor, with shares gaining 25%. We bought it in the first quarter, when the litigation docket was the only thing anyone wanted to discuss, and the price gave no weight to the fact that there are only two companies of scale doing this work. Results beat on revenue, adjusted EBITDA, and earnings per share; guidance was reaffirmed across every line, and management described March as its best volume month in three to four years. The EPA has proposed a full repeal of the 2024 ethylene oxide standard. At the time, the shares traded at roughly 14x forward earnings against 20x for the closest comparable."
Sotera Health Company (NASDAQ:SHC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Sotera Health Company (NASDAQ:SHC) at the end of the second quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Sotera Health Company (NASDAQ:SHC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#letter
3 days ago
The New York City Health Department has ordered 10 cooling towers in the South Bronx, including one at Yankee Stadium, to be cleaned and disinfected after preliminary testing found the presence of Legionella bacteria as officials investigate a cluster. NBC News medical contributor Natalie Azar discusses how the test was conducted the possible threat level to attendees.
#stadium
#stadium
4 days ago
On September 10, 1-800-Flowers.com Inc. (NASDAQ:FLWS) reported fiscal 2026 results that read like a company still finding its footing after a hard year. Full year revenue fell 10.8% to $1.5 billion, and the fourth quarter alone dropped 12.9% to $293.1 million, as consumers stayed selective with discretionary spending on gifts and gourmet food. Buried under those declines, though, is a different story: inventory shrank, free cash flow improved by $55 million, and the company hit a two-year cost savings target a full year early. The question now is whether that discipline can outrun the sales slide.
1-800-Flowers spent fiscal 2026 tearing down the walls between its brands. Instead of separate teams running each brand in silos, the company shifted to functional teams built around marketing, merchandising, and the digital shopping experience, with one team now acting as store manager for every website. That shift already shows up in products: the floral business combined its florist-fulfilled and direct-ship merchandising teams, so the same popular arrangements are available either way, instead of competing against itself on one landing page. Harry & David rolled out a redesigned, mobile-first website with AI-powered search that is currently in A/B testing, and several low-traffic standalone sites were folded into harryanddavid.com to concentrate traffic rather than split it.
The financial discipline behind that reorganization is real. The company reached its $50 million cost savings run rate a full year ahead of schedule and has already lined up another $15 million to $20 million in savings for fiscal 2027, with the full benefit landing in fiscal 2028. That, combined with tighter working capital management, pushed free cash flow up $55 million year over year and cut inventory to $153 million from $177 million. Average order value rose 5.5%, third-party marketplace sales through Amazon, Walmart, and DoorDash are growing at double-to-triple-digit rates and are already contribution margin positive, and BloomNet grew 1.9% on the back of local delivery partnerships with apps like DoorDash and Instacart.
The rest of the story is bleaker. Total transactions fell 17.6% for the year, and the fourth quarter's decline was broad-based: consumer floral and gifts dropped 13.4% to $182.8 million as the company pulled back on promotional discounting, and gourmet foods and gift baskets fell 15.4% to $85.8 million, a decline made worse by the timing of Easter. Adjusted EBITDA for the year collapsed to $2.9 million from $29.2 million, and adjusted gross margin slipped 110 basis points to 38%. Even the fourth quarter's 34.7% gross margin leaned on a one-time $7 million tariff refund.
#fiscal
1-800-Flowers spent fiscal 2026 tearing down the walls between its brands. Instead of separate teams running each brand in silos, the company shifted to functional teams built around marketing, merchandising, and the digital shopping experience, with one team now acting as store manager for every website. That shift already shows up in products: the floral business combined its florist-fulfilled and direct-ship merchandising teams, so the same popular arrangements are available either way, instead of competing against itself on one landing page. Harry & David rolled out a redesigned, mobile-first website with AI-powered search that is currently in A/B testing, and several low-traffic standalone sites were folded into harryanddavid.com to concentrate traffic rather than split it.
The financial discipline behind that reorganization is real. The company reached its $50 million cost savings run rate a full year ahead of schedule and has already lined up another $15 million to $20 million in savings for fiscal 2027, with the full benefit landing in fiscal 2028. That, combined with tighter working capital management, pushed free cash flow up $55 million year over year and cut inventory to $153 million from $177 million. Average order value rose 5.5%, third-party marketplace sales through Amazon, Walmart, and DoorDash are growing at double-to-triple-digit rates and are already contribution margin positive, and BloomNet grew 1.9% on the back of local delivery partnerships with apps like DoorDash and Instacart.
The rest of the story is bleaker. Total transactions fell 17.6% for the year, and the fourth quarter's decline was broad-based: consumer floral and gifts dropped 13.4% to $182.8 million as the company pulled back on promotional discounting, and gourmet foods and gift baskets fell 15.4% to $85.8 million, a decline made worse by the timing of Easter. Adjusted EBITDA for the year collapsed to $2.9 million from $29.2 million, and adjusted gross margin slipped 110 basis points to 38%. Even the fourth quarter's 34.7% gross margin leaned on a one-time $7 million tariff refund.
#fiscal
4 days ago
Nathan Fielder's upcoming documentary on Theranos founder Elizabeth Holmes has caused some strong reactions online, and now it's become one of the biggest meme formats of the year.
The memes are all about the people in our lives who swear they're not deceiving us when we know deep down that they are, and some of them hit a little too close to home.
So, what is the Elizabeth Holmes and Nathan Fielder "Why Would I Deceive You?" meme, and what is the context behind it? Here's what you need to know.
The teaser trailer for Nathan Fielder's documentary You Can See Everything was released on September 6th, 2026, and the documentary follows disgraced former Theranos CEO Elizabeth Holmes days before her arrest for fraud related to the company.
For those who don't know, Theranos claimed to have revolutionary blood-testing technology that, after investigations, did not do what it was advertised to do. In the years following the fraud exposure, the company was ultimately dissolved, and Holmes was convicted of defrauding investors.
#company
The memes are all about the people in our lives who swear they're not deceiving us when we know deep down that they are, and some of them hit a little too close to home.
So, what is the Elizabeth Holmes and Nathan Fielder "Why Would I Deceive You?" meme, and what is the context behind it? Here's what you need to know.
The teaser trailer for Nathan Fielder's documentary You Can See Everything was released on September 6th, 2026, and the documentary follows disgraced former Theranos CEO Elizabeth Holmes days before her arrest for fraud related to the company.
For those who don't know, Theranos claimed to have revolutionary blood-testing technology that, after investigations, did not do what it was advertised to do. In the years following the fraud exposure, the company was ultimately dissolved, and Holmes was convicted of defrauding investors.
#company
4 days ago
Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on outside suppliers such as Howmet.
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.
#commercial
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.
#commercial
4 days ago
CHATTANOOGA, Tenn. — Kenco opened a 30,000-square-foot Innovation Lab on Sept. 10, tripling a testing footprint the third-party logistics provider first built in 2015.
The larger facility allows Kenco to run warehouse automation testing on larger and more complex systems. It also allows more of those systems to run side by side. Testing takes place inside a building designed to mirror real-world warehouse conditions so results carry over to a live distribution center.
Ainsley Williams, vice president of automation and innovation at Kenco, described the expansion as benefiting both manufacturers and customers.
"The Innovation Lab has long stood as the convergence point for leading technologies and real-world applications, helping both manufacturers and customers identify and realize what's possible," Williams said. "By tripling our innovation footprint, we can further provide a ***** e for OEMs to continue experimenting with their products in a real environment and for customers to explore product and value without having to invest in them."
The original lab was created to help the company understand how emerging technologies such as automation would affect its operations.
#real #customers #larger
The larger facility allows Kenco to run warehouse automation testing on larger and more complex systems. It also allows more of those systems to run side by side. Testing takes place inside a building designed to mirror real-world warehouse conditions so results carry over to a live distribution center.
Ainsley Williams, vice president of automation and innovation at Kenco, described the expansion as benefiting both manufacturers and customers.
"The Innovation Lab has long stood as the convergence point for leading technologies and real-world applications, helping both manufacturers and customers identify and realize what's possible," Williams said. "By tripling our innovation footprint, we can further provide a ***** e for OEMs to continue experimenting with their products in a real environment and for customers to explore product and value without having to invest in them."
The original lab was created to help the company understand how emerging technologies such as automation would affect its operations.
#real #customers #larger
4 days ago
Costco has raised the price of its Kirkland Signature full-synthetic motor oil and begun limiting how much any one member can purchase, as a global lubricant shortage tied to the ongoing Middle East conflict pushes crude oil toward $100 a barrel.
That 10-quart case — two 5-quart bottles, enough for a typical V6 or V8 oil change — has jumped to $57.99, compared with the roughly $30 price members had grown accustomed to paying, according to The Drive. Stores are capping purchases at two units per customer per week. The retailer has also imposed a five-per-member limit on Mobil 1, with six quarts of that brand running $44.
The rationing reflects pressure from multiple directions. The connection to fuel prices runs through the refinery: base oil shares its crude-oil origins with gasoline and diesel, so when margins on finished fuel are strong, refiners have a financial reason to favor fuel production over lubricant stock, according to The Auto Wire. EIA data showed the gasoline crack spread sitting roughly a dollar per gallon higher than where it stood at the same point in 2025, a gap that has squeezed base oil availability and pushed its price upward.
Regulatory and licensing costs add a separate layer of expense. The Kirkland 5W-30 displays the dexos1 Gen 3 certification, GM's proprietary specification, and earning that mark is not free — manufacturers must put their formulation through GM's independent testing protocol and obtain a license from the automaker, paying separately for each product and each unit sold, according to The Auto Wire. Layered on top of that is an industry-wide burden: when the API SP category took effect around 2020, it introduced seven additional laboratory tests with no equivalent in the previous standard, among them a procedure targeting low-speed pre-ignition, the knock-like detonation problem **** ociated with modern turbocharged, direct-injection engines.
The supply squeeze is unfolding against a backdrop of a worsening global oil deficit. The International Energy Agency cut its 2026 global oil supply forecast to 102 million barrels per day in August, projecting a deficit of 1.8 million barrels per day in the third quarter — more than double its prior estimate. **** ulative global inventory draws since the start of the U.S.-Iran conflict have reached more than 500 million barrels, and Chevron CEO Mike Wirth said last week that the cushions that had softened earlier price increases have been exhausted. U.S. diesel prices crossed $6 per gallon for the first time, sitting at $6.06 as of Monday, an 8-cent increase from Sunday and 21 cents above week-earlier levels, according to AAA.
#barrels #wire
That 10-quart case — two 5-quart bottles, enough for a typical V6 or V8 oil change — has jumped to $57.99, compared with the roughly $30 price members had grown accustomed to paying, according to The Drive. Stores are capping purchases at two units per customer per week. The retailer has also imposed a five-per-member limit on Mobil 1, with six quarts of that brand running $44.
The rationing reflects pressure from multiple directions. The connection to fuel prices runs through the refinery: base oil shares its crude-oil origins with gasoline and diesel, so when margins on finished fuel are strong, refiners have a financial reason to favor fuel production over lubricant stock, according to The Auto Wire. EIA data showed the gasoline crack spread sitting roughly a dollar per gallon higher than where it stood at the same point in 2025, a gap that has squeezed base oil availability and pushed its price upward.
Regulatory and licensing costs add a separate layer of expense. The Kirkland 5W-30 displays the dexos1 Gen 3 certification, GM's proprietary specification, and earning that mark is not free — manufacturers must put their formulation through GM's independent testing protocol and obtain a license from the automaker, paying separately for each product and each unit sold, according to The Auto Wire. Layered on top of that is an industry-wide burden: when the API SP category took effect around 2020, it introduced seven additional laboratory tests with no equivalent in the previous standard, among them a procedure targeting low-speed pre-ignition, the knock-like detonation problem **** ociated with modern turbocharged, direct-injection engines.
The supply squeeze is unfolding against a backdrop of a worsening global oil deficit. The International Energy Agency cut its 2026 global oil supply forecast to 102 million barrels per day in August, projecting a deficit of 1.8 million barrels per day in the third quarter — more than double its prior estimate. **** ulative global inventory draws since the start of the U.S.-Iran conflict have reached more than 500 million barrels, and Chevron CEO Mike Wirth said last week that the cushions that had softened earlier price increases have been exhausted. U.S. diesel prices crossed $6 per gallon for the first time, sitting at $6.06 as of Monday, an 8-cent increase from Sunday and 21 cents above week-earlier levels, according to AAA.
#barrels #wire
5 days ago
Texas football news: Robert Griffin III says Longhorns let Arch Manning down appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Texas Longhorns took on the Ohio State Buckeyes Saturday night in a star-studded affair that saw Kevin Durant testing his quarterback skills and Matthew McConaughey narrating an exciting hype video. Texas QB Arch Manning took the field in a matchup against budding rival Julian Sayin but had a rough first half as Ohio State seized a 23-3 lead headed into the fourth quarter.
Manning threw an interception that fans couldn't believe, as he lofted a well-placed pass that was bobbled, dropped, and picked off. With just 60 yards at halftime, Manning's performance was heavily scrutinized, while former Heisman Trophy winner and NFL Pro Bowler pointed the finger at his Longhorns teammates.
"Texas' WRs are letting Arch Manning down," Griffin III said matter-of-factly as the game continued to progress.
Watch sports LIVE with fuboTV (free trial)
#texas #longhorns #clutchpoints #ohio
The Texas Longhorns took on the Ohio State Buckeyes Saturday night in a star-studded affair that saw Kevin Durant testing his quarterback skills and Matthew McConaughey narrating an exciting hype video. Texas QB Arch Manning took the field in a matchup against budding rival Julian Sayin but had a rough first half as Ohio State seized a 23-3 lead headed into the fourth quarter.
Manning threw an interception that fans couldn't believe, as he lofted a well-placed pass that was bobbled, dropped, and picked off. With just 60 yards at halftime, Manning's performance was heavily scrutinized, while former Heisman Trophy winner and NFL Pro Bowler pointed the finger at his Longhorns teammates.
"Texas' WRs are letting Arch Manning down," Griffin III said matter-of-factly as the game continued to progress.
Watch sports LIVE with fuboTV (free trial)
#texas #longhorns #clutchpoints #ohio
5 days ago
Restaurant stock Dave & Buster's Entertainment (PLAY) and healthcare name Kestra Medical Technologies (KMTS) will kick off earnings reports during a week when investors will be squarely focused on the Federal Reserve and a possible interest-rate hike Wednesday. Forgent Power Solutions (FPS) is also on the docket, with its stock trying to recover after a lengthy sell-off.
Friday's stock market rally notwithstanding, the Dow Jones Industrial Average and the Russell 2000 small-cap index have come under the most pressure amid surging oil prices and spiking bond yields, as investors worry about pesky inflation and escalating tension between the U.S. and Iran.
While the Dow is testing major support near 52,000, the Russell fell below its 50-day moving average in late August and has been below the support level ever since. The Nasdaq composite, meanwhile, bounced off its 50-day line with conviction Friday, helped by a tame report on consumer prices. The S&P 500 also moved off its 50-day line Friday.
Results from Lennar (LEN) are due Wednesday after the close. Lennar stock tried to break out in late June, but was turned away at its 200-day line and went into a downtrend. It tried to clear the 200-day line several times again in August but to no avail. With interest rates on the rise, heavy-volume selling has picked up the pace in recent weeks.
Forgent, which sells electrical distribution equipment to data centers, reports early Tuesday. The company priced its IPO at 27 on Feb. 4, at the midpoint of a proposed range of 25-29.
#line #forgent #august #lennar
Friday's stock market rally notwithstanding, the Dow Jones Industrial Average and the Russell 2000 small-cap index have come under the most pressure amid surging oil prices and spiking bond yields, as investors worry about pesky inflation and escalating tension between the U.S. and Iran.
While the Dow is testing major support near 52,000, the Russell fell below its 50-day moving average in late August and has been below the support level ever since. The Nasdaq composite, meanwhile, bounced off its 50-day line with conviction Friday, helped by a tame report on consumer prices. The S&P 500 also moved off its 50-day line Friday.
Results from Lennar (LEN) are due Wednesday after the close. Lennar stock tried to break out in late June, but was turned away at its 200-day line and went into a downtrend. It tried to clear the 200-day line several times again in August but to no avail. With interest rates on the rise, heavy-volume selling has picked up the pace in recent weeks.
Forgent, which sells electrical distribution equipment to data centers, reports early Tuesday. The company priced its IPO at 27 on Feb. 4, at the midpoint of a proposed range of 25-29.
#line #forgent #august #lennar
5 days ago
Interested in American Tower Corporation? Here are five stocks we like better.
2026 is expected to be American Tower's organic growth trough, with tenant billings growth projected to accelerate in 2027 as Dish Network churn fades and carrier network investment improves.
Future demand could be supported by 5G capacity expansion, higher-band spectrum, AI-driven uplink traffic and eventual 6G deployments. CoreSite's data-center business is also benefiting from rising bandwidth and cloud-interconnection demand.
American Tower is targeting 200–300 basis points of tower-business margin expansion and mid- to upper-mid-single-digit long-term AFFO-per-share growth, while Dish litigation and a Mexico arbitration could provide additional upside if resolved favorably.
AST ****** eMobile Looks to Extend Its 30-Day FCC Satellite Testing Window
#Growth #expansion #interested
2026 is expected to be American Tower's organic growth trough, with tenant billings growth projected to accelerate in 2027 as Dish Network churn fades and carrier network investment improves.
Future demand could be supported by 5G capacity expansion, higher-band spectrum, AI-driven uplink traffic and eventual 6G deployments. CoreSite's data-center business is also benefiting from rising bandwidth and cloud-interconnection demand.
American Tower is targeting 200–300 basis points of tower-business margin expansion and mid- to upper-mid-single-digit long-term AFFO-per-share growth, while Dish litigation and a Mexico arbitration could provide additional upside if resolved favorably.
AST ****** eMobile Looks to Extend Its 30-Day FCC Satellite Testing Window
#Growth #expansion #interested
6 days ago
The Amgen Irish Open at Trump International Doonbeg has turned into a story of resilience and record-breaking golf. While the first round saw players battling wind and rain that made the course play brutally difficult, the second round brought a dramatic shift in fortune. Shane Lowry, the local favorite, didn't just survive the conditions; he absolutely dominated them. After airing his frustration with the slow pace caused by the weather in the opening round, Lowry produced a stunning performance to take the lead. Golf Monthly reports that Lowry shot a record-breaking 62 under much kinder conditions to take the lead at the midpoint. This score puts him two shots clear of the field and sets the stage for a thrilling weekend.
The contrast between the two rounds couldn't be starker. The first day was defined by struggle, with Golf Monthly noting that the brutal conditions contributed to slow play across the property. Players like Lowry had to wait for groups ahead, testing their patience. Yet, when the wind died down, Lowry found his rhythm. He isn't alone in the hunt, however. The chasing pack is packed with talent, including defending champion Rory McIlroy, two-time Major winner Jon Rahm, and Brooks Koepka, all of whom Golf Monthly confirmed will join Lowry in the third round. Joaquin Niemann, the first-round leader, also remains in contention to challenge the Irishman.
While Lowry's score grabs the headlines, the most compelling story of the week might be the rise of Niklas Nørgaard. The Danish golfer has moved into a tie for second place alongside Jacob Skov Olesen and Haotong Li after posting matching 64s, according to europeantour.com. This surge came from a fundamental change in how Nørgaard approached the game, not just better ball-striking. The pressure of competition often weighs heavy, but Nørgaard found a way to lighten the load. A shift in mindset this week earned praise for his caddie, as he disclosed that his coach is actually riding in the bag during this event.
Nørgaard explained his strategy directly to the media, and the result was immediate. Europeantour.com notes that Nørgaard received late applause from spectators after draining a vital putt on the 18th and finishing his round with a closing birdie to enter the chase. His back nine was a blur of birdies, specifically a burst from the 14th to 16th holes that propelled him up the leaderboard. You have to wonder if that mental shift is the only thing standing between him and a ***** le run, considering how tight the field really is.
Other players faced different challenges. Thomas Detry made an albatross at the par-5 10th in the opening round, a rare feat that should have boosted his day. However, he finished the first day with a 74 and ultimately missed the cut, according to Golf Monthly. On the other side of the field, David Puig struggled to find consistency. Following a 71 in the opening round that left him one over par, he posted the exact same score during the second rou
The contrast between the two rounds couldn't be starker. The first day was defined by struggle, with Golf Monthly noting that the brutal conditions contributed to slow play across the property. Players like Lowry had to wait for groups ahead, testing their patience. Yet, when the wind died down, Lowry found his rhythm. He isn't alone in the hunt, however. The chasing pack is packed with talent, including defending champion Rory McIlroy, two-time Major winner Jon Rahm, and Brooks Koepka, all of whom Golf Monthly confirmed will join Lowry in the third round. Joaquin Niemann, the first-round leader, also remains in contention to challenge the Irishman.
While Lowry's score grabs the headlines, the most compelling story of the week might be the rise of Niklas Nørgaard. The Danish golfer has moved into a tie for second place alongside Jacob Skov Olesen and Haotong Li after posting matching 64s, according to europeantour.com. This surge came from a fundamental change in how Nørgaard approached the game, not just better ball-striking. The pressure of competition often weighs heavy, but Nørgaard found a way to lighten the load. A shift in mindset this week earned praise for his caddie, as he disclosed that his coach is actually riding in the bag during this event.
Nørgaard explained his strategy directly to the media, and the result was immediate. Europeantour.com notes that Nørgaard received late applause from spectators after draining a vital putt on the 18th and finishing his round with a closing birdie to enter the chase. His back nine was a blur of birdies, specifically a burst from the 14th to 16th holes that propelled him up the leaderboard. You have to wonder if that mental shift is the only thing standing between him and a ***** le run, considering how tight the field really is.
Other players faced different challenges. Thomas Detry made an albatross at the par-5 10th in the opening round, a rare feat that should have boosted his day. However, he finished the first day with a 74 and ultimately missed the cut, according to Golf Monthly. On the other side of the field, David Puig struggled to find consistency. Following a 71 in the opening round that left him one over par, he posted the exact same score during the second rou
6 days ago
While I buy most of my clothes from Amazon, when I needed a new wardrobe for a video shoot, my wife and I went on a tour of local retailers.
Since I needed shirts that would hold up well in hot weather, we went to Target and Bass Pro Shops, and as much as I don't like trying clothes on, I took advantage of the stores' dressing rooms.
I'm not alone in wanting to try things on before I buy.
"The opportunity to try on clothes and test products is a major driver of store traffic, with 52% of consumers surveyed saying they go to stores instead of shopping online because of this. References to trying on/testing products surged 32% YoY on average at retailers and were up 58% at beauty retailers," according to a Chatmeter report published last year.
People, me included, like seeing what they're buying before committing to a purchase.
#went #stores #amazon
Since I needed shirts that would hold up well in hot weather, we went to Target and Bass Pro Shops, and as much as I don't like trying clothes on, I took advantage of the stores' dressing rooms.
I'm not alone in wanting to try things on before I buy.
"The opportunity to try on clothes and test products is a major driver of store traffic, with 52% of consumers surveyed saying they go to stores instead of shopping online because of this. References to trying on/testing products surged 32% YoY on average at retailers and were up 58% at beauty retailers," according to a Chatmeter report published last year.
People, me included, like seeing what they're buying before committing to a purchase.
#went #stores #amazon
6 days ago
Biohaven (BHVN) stock plummeted Thursday after the company paused enrollment in a midstage study of its seizure treatment due to safety concerns.
The Food and Drug Administration is now requiring Biohaven to ***** s the potential for human toxicity from a metabolite in the drug, opakalim. Opakalim is in testing as a treatment for focal onset seizures. But, in rats, it proved toxic.
Dosing is still ongoing. But the rodent toxicity setback likely delays potential regulatory approval. That's a boon for Xenon Pharmaceuticals (XENE), which is in late-stage testing with its drug, azetukalner. Both drugs work by opening potassium channels in the nervous system to calm overactive brain cells.
On the stock market today, Biohaven stock dropped 14.7% to 12.79. Shares fell below their 21-day and 50-day moving averages on the news, MarketSurge shows. Xenon stock slid a fraction to 58.80.
To ask for FDA approval, Biohaven will need the results of studies called RISE-2 and RISE-3. The hold was placed on the former, but the latter is still ongoing. The company expects to have the results from RISE-3 later this year.
#toxicity
The Food and Drug Administration is now requiring Biohaven to ***** s the potential for human toxicity from a metabolite in the drug, opakalim. Opakalim is in testing as a treatment for focal onset seizures. But, in rats, it proved toxic.
Dosing is still ongoing. But the rodent toxicity setback likely delays potential regulatory approval. That's a boon for Xenon Pharmaceuticals (XENE), which is in late-stage testing with its drug, azetukalner. Both drugs work by opening potassium channels in the nervous system to calm overactive brain cells.
On the stock market today, Biohaven stock dropped 14.7% to 12.79. Shares fell below their 21-day and 50-day moving averages on the news, MarketSurge shows. Xenon stock slid a fraction to 58.80.
To ask for FDA approval, Biohaven will need the results of studies called RISE-2 and RISE-3. The hold was placed on the former, but the latter is still ongoing. The company expects to have the results from RISE-3 later this year.
#toxicity
7 days ago
Defense attorneys for the New Jersey man accused of killing Columbus Blue Jackets forward Johnny Gaudreau and his brother in an August 2024 crash will retest their client's blood from that night.
Sean Higgins, 44, appeared Sept. 11 via video conference in Salem County Superior Court, where he faces charges including reckless vehicular homicide and aggravated manslaughter in connection with the Aug. 29, 2024, deaths of Gaudreau, 31, and his brother Matthew Gaudreau, 29.
The Sept. 11 video conference happened a day after attorneys and the judge met to discuss procedural issues, Judge Michael Silvanio said. Defense attorney Richard Klineburger III said the issues have to do with data and diagrams from state police, including a crash reconstruction report and blood testing.
Depending on the evidence prosecutors share and the results of the new blood test, the defense might ask for a hearing to determine whether to exclude evidence or witness testimony at trial, Klineburger said.
Silvanio declined to issue any orders, saying prosecutors and defense attorneys have shown a good-faith effort.
#brother
Sean Higgins, 44, appeared Sept. 11 via video conference in Salem County Superior Court, where he faces charges including reckless vehicular homicide and aggravated manslaughter in connection with the Aug. 29, 2024, deaths of Gaudreau, 31, and his brother Matthew Gaudreau, 29.
The Sept. 11 video conference happened a day after attorneys and the judge met to discuss procedural issues, Judge Michael Silvanio said. Defense attorney Richard Klineburger III said the issues have to do with data and diagrams from state police, including a crash reconstruction report and blood testing.
Depending on the evidence prosecutors share and the results of the new blood test, the defense might ask for a hearing to determine whether to exclude evidence or witness testimony at trial, Klineburger said.
Silvanio declined to issue any orders, saying prosecutors and defense attorneys have shown a good-faith effort.
#brother
7 days ago
IDEXX Laboratories, Inc. (IDXX) is a leading animal-health diagnostics and technology company best known for providing veterinarians with diagnostic testing, laboratory services, software, and imaging solutions. Valued at a market cap of $45.7 billion, the company develops and supplies diagnostic instruments, test kits, software, and laboratory services that help veterinarians, farmers, and laboratories detect diseases and monitor animal health.
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
7 days ago
While I buy most of my clothes from Amazon, when I needed a new wardrobe for a video shoot, my wife and I went on a tour of local retailers.
Since I needed shirts that would hold up well in hot weather, we went to Target and Bass Pro Shops, and as much as I don't like trying clothes on, I took advantage of the stores' dressing rooms.
I'm not alone in wanting to try things on before I buy.
"The opportunity to try on clothes and test products is a major driver of store traffic,
with 52% of consumers surveyed saying they go to stores instead of shopping online because of this. References to trying on/testing products surged 32% YoY on average at retailers and were up 58% at beauty retailers," according to a Chatmeter report published last year.
People, me included, like seeing what they're buying before committing to a purchase.
#went
Since I needed shirts that would hold up well in hot weather, we went to Target and Bass Pro Shops, and as much as I don't like trying clothes on, I took advantage of the stores' dressing rooms.
I'm not alone in wanting to try things on before I buy.
"The opportunity to try on clothes and test products is a major driver of store traffic,
with 52% of consumers surveyed saying they go to stores instead of shopping online because of this. References to trying on/testing products surged 32% YoY on average at retailers and were up 58% at beauty retailers," according to a Chatmeter report published last year.
People, me included, like seeing what they're buying before committing to a purchase.
#went
7 days ago
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing. At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, the two companies announced several updates related to this technology and next-generation chip production.
While the update offers evidence of High-NA's manufacturing readiness, Intel faces a financial test about whether production improvements translate into better foundry returns. For ASML, it is whether greater manufacturing readiness ultimately leads to broader customer adoption and demand.
According to the companies, more than one million wafers have now been processed using High-NA EUV across early tool certification and testing, research and development efforts, and volume production on select layers for a subset of Intel® Core™ Ultra Series 3 processors, code-named Panther Lake.
The products that have been manufactured on Intel 18A using High NA for select layers continue to deliver performance, the companies noted, meeting or exceeding comparable layers patterned using the NXE platform.
This offers Intel early production experience with the technology. Back in July, ASML noted how Intel was the first company to ship a high-volume logic product manufactured using ASML's High NA EUV lithography technology.
#Intel #asml #technology #production
While the update offers evidence of High-NA's manufacturing readiness, Intel faces a financial test about whether production improvements translate into better foundry returns. For ASML, it is whether greater manufacturing readiness ultimately leads to broader customer adoption and demand.
According to the companies, more than one million wafers have now been processed using High-NA EUV across early tool certification and testing, research and development efforts, and volume production on select layers for a subset of Intel® Core™ Ultra Series 3 processors, code-named Panther Lake.
The products that have been manufactured on Intel 18A using High NA for select layers continue to deliver performance, the companies noted, meeting or exceeding comparable layers patterned using the NXE platform.
This offers Intel early production experience with the technology. Back in July, ASML noted how Intel was the first company to ship a high-volume logic product manufactured using ASML's High NA EUV lithography technology.
#Intel #asml #technology #production
7 days ago
Netskope Inc. (NASDAQ:NTSK) announced its second quarter results on September 2. The cloud and AI-led security and networking company saw a 27% year-over-year jump in its annual recurring revenue that climbed to $899 million. Total revenue for the recent quarter came in at $220.5 million, equating to a 29% growth compared to the same period last year. The company surpassed management's prior guidance across all metrics.
Gts/Shutterstock.com
The second quarter strength can be attributed to a robust demand for Netskope One platform. This was further supported by the company's continued organic innovation. Netskope is currently positioned right at the convergence of AI, networking, security, and ****** ytics, which makes strengthen its position as enterprises look for secure AI adoption. On the profitability front, the company reported gross profit of $169.1 million on adjusted basis, resulting in a marginal jump in adjusted gross margins to 77%, compared to 75% during the same period last year.
During the quarter, Netskope also introduced some new offerings and advanced features. These include the Netskope One DataSec Command Center, which is a unified platform for tracking and protecting sensitive data across endpoints, cloud, AI environments, and more. The company also brought enhancements to its NewEdge AI Fast Path capability, which, according to company testing, reduced latency by as much as 90% to popular AI destinations.
Following the second quarter, management issued guidance for the upcoming quarter, estimating topline figures between $227 million and $229 million. It has projected full-year revenue between $888 million and $892 million, along with adjusted gross margin of around 77% and a free cash flow margin of nearly 2%.
#second
Gts/Shutterstock.com
The second quarter strength can be attributed to a robust demand for Netskope One platform. This was further supported by the company's continued organic innovation. Netskope is currently positioned right at the convergence of AI, networking, security, and ****** ytics, which makes strengthen its position as enterprises look for secure AI adoption. On the profitability front, the company reported gross profit of $169.1 million on adjusted basis, resulting in a marginal jump in adjusted gross margins to 77%, compared to 75% during the same period last year.
During the quarter, Netskope also introduced some new offerings and advanced features. These include the Netskope One DataSec Command Center, which is a unified platform for tracking and protecting sensitive data across endpoints, cloud, AI environments, and more. The company also brought enhancements to its NewEdge AI Fast Path capability, which, according to company testing, reduced latency by as much as 90% to popular AI destinations.
Following the second quarter, management issued guidance for the upcoming quarter, estimating topline figures between $227 million and $229 million. It has projected full-year revenue between $888 million and $892 million, along with adjusted gross margin of around 77% and a free cash flow margin of nearly 2%.
#second
7 days ago
Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI. The September 7 community invitation seeks feedback under a nondisclosure agreement before public launch. That makes it an early competitive signal, with neither customer wins nor meaningful revenue established.
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
7 days ago
Spectacular goals, peerless technique and a true Nerazzurri heart: born in Belgrade on 11 September 1978, Dejan Stankovic celebrates his 48th birthday today. Deki spent nine years in Nerazzurri colours, from January 2004 to 2013, making 326 appearances, scoring 42 goals and lifting an incredible 15 trophies: one Champions League, one FIFA Club World Cup, five Scudetti, and the Coppa Italia and Supercoppa Italiana four times apiece. Those achievements also earned him a place in the Club's Hall of Fame, fitting recognition of his deep bond with the Nerazzurri. To mark his birthday, Internazionale Morning Club looks back on his Inter journey through the story of one unforgettable match: the 4-3 derby victory over AC Milan on 28 October 2006.
Take a moment to picture the goal you would most like to score if you were a footballer. Your first thought is probably the right one: a goal from the halfway line. Perhaps even on the volley. Now imagine not merely dreaming of it, but actually doing it. And then doing it again in a Champions League quarter-final. This is no dream. This is Dejan Stankovic.
And yet, on reflection, perhaps there was no single position in which Dejan Stankovic was irreplaceable. He could play anywhere in a flat 4-4-2 or a midfield diamond. Look at it just as objectively, however, and it becomes impossible to leave the Serbian midfielder out of any all-time Inter XI. Indeed, he is almost always there. He went straight into the Club's Hall of Fame in 2019, receiving more votes than any other midfielder.
It is difficult to name an aspect of the game at which Deki did not excel. We have already mentioned his shooting: there were plenty of goals, and they always seemed to matter. Four came in derbies, for starters. Two arrived during the 2009/10 Champions League campaign, helping Inter emerge unbeaten from testing group-stage encounters away to Rubin Kazan and at home to Dynamo Kyiv - two important steps on the road to Champions League success.
Choosing one defining moment is no easy task. It would be all too obvious to celebrate those two masterpieces from the halfway line - or, in truth, from even farther out. Their time will come. Instead, we have chosen another: a goal scored in a derby that all but confirmed a shift in the balance of power in Milano. After two decades in which the Rossoneri generally held the upper hand, from 1986 to 2006, the 20 years since have largely belonged to the Nerazzurri.
#champions #club
Take a moment to picture the goal you would most like to score if you were a footballer. Your first thought is probably the right one: a goal from the halfway line. Perhaps even on the volley. Now imagine not merely dreaming of it, but actually doing it. And then doing it again in a Champions League quarter-final. This is no dream. This is Dejan Stankovic.
And yet, on reflection, perhaps there was no single position in which Dejan Stankovic was irreplaceable. He could play anywhere in a flat 4-4-2 or a midfield diamond. Look at it just as objectively, however, and it becomes impossible to leave the Serbian midfielder out of any all-time Inter XI. Indeed, he is almost always there. He went straight into the Club's Hall of Fame in 2019, receiving more votes than any other midfielder.
It is difficult to name an aspect of the game at which Deki did not excel. We have already mentioned his shooting: there were plenty of goals, and they always seemed to matter. Four came in derbies, for starters. Two arrived during the 2009/10 Champions League campaign, helping Inter emerge unbeaten from testing group-stage encounters away to Rubin Kazan and at home to Dynamo Kyiv - two important steps on the road to Champions League success.
Choosing one defining moment is no easy task. It would be all too obvious to celebrate those two masterpieces from the halfway line - or, in truth, from even farther out. Their time will come. Instead, we have chosen another: a goal scored in a derby that all but confirmed a shift in the balance of power in Milano. After two decades in which the Rossoneri generally held the upper hand, from 1986 to 2006, the 20 years since have largely belonged to the Nerazzurri.
#champions #club
7 days ago
Real Madrid, fresh off the back of Tuesday's victory over Inter Milan in the Champions League, are back in La Liga action on Saturday, as Jose Mourinho's side host Rayo Vallecano in a local derby at the Bernabeu. However, it is not the only major sporting event in Madrid this weekend, with the Formula 1 Spanish Grand Prix taking place at the Madring circuit for the first time.
The city of Madrid has been eagerly awaiting this moment ever since it has announced that the Formula 1 would be switching from Barcelona to the Spanish capital. There is a lot of excitement, although Real Madrid themselves are far from enthused about the event, which will be taking place in close proximity to their Valdebebas training ground.
In the build-up to a match day, Real Madrid would ordinarily be training in front of the media, before Mourinho hosts his press conference at Valdebebas. However, this will not happen on Friday, with MD reporting that enforced changes have been made due to the Spanish Grand Prix taking place this weekend.
Real Madrid have already had to deal with noise from the Madring circuit as a result of testing being done in the lead-up to this weekend's Formula 1 Grand Prix, and they will have to withstand it again on Friday. However, the first 15 minutes of the session will be held behind closed doors, which is the first change that has been enforced upon the club.
The biggest change to the club's pre-matchday plans affects Mourinho. Rather than speaking to the media at Valdebebas, his press conference will now take place in the Bernabeu's press room, which is far from ideal for him and the journalists in attendance, although this adjustment has been considered necessary due to the fact that noise from the Madring circuit would have a major effect on the presser.
#formula #spanish #grand
The city of Madrid has been eagerly awaiting this moment ever since it has announced that the Formula 1 would be switching from Barcelona to the Spanish capital. There is a lot of excitement, although Real Madrid themselves are far from enthused about the event, which will be taking place in close proximity to their Valdebebas training ground.
In the build-up to a match day, Real Madrid would ordinarily be training in front of the media, before Mourinho hosts his press conference at Valdebebas. However, this will not happen on Friday, with MD reporting that enforced changes have been made due to the Spanish Grand Prix taking place this weekend.
Real Madrid have already had to deal with noise from the Madring circuit as a result of testing being done in the lead-up to this weekend's Formula 1 Grand Prix, and they will have to withstand it again on Friday. However, the first 15 minutes of the session will be held behind closed doors, which is the first change that has been enforced upon the club.
The biggest change to the club's pre-matchday plans affects Mourinho. Rather than speaking to the media at Valdebebas, his press conference will now take place in the Bernabeu's press room, which is far from ideal for him and the journalists in attendance, although this adjustment has been considered necessary due to the fact that noise from the Madring circuit would have a major effect on the presser.
#formula #spanish #grand
7 days ago
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Management attributes the 25% revenue decline primarily to a technical 'algorithm dislocation' with its largest advertising partner, causing an audience drift that sharply increased customer acquisition costs (CPA) for IL MAKIAGE.
The company is prioritizing technical remediation over immediate growth for IL MAKIAGE, shifting resources toward intensive testing to retrain the ad algorithm rather than executing its planned product pipeline.
SpoiledChild is demonstrating operational resilience, on track for $350 million in 2026 revenue by maintaining strong unit economics and 12-month net revenue repeat rates exceeding 100% despite broader platform headwinds.
The launch of METHODIQ signals a strategic pivot toward the 'beauty and medicine' convergence, leveraging computer vision and ODDITY Labs' patented molecules to capture higher-intent medical-grade customers.
#tell #management
Management attributes the 25% revenue decline primarily to a technical 'algorithm dislocation' with its largest advertising partner, causing an audience drift that sharply increased customer acquisition costs (CPA) for IL MAKIAGE.
The company is prioritizing technical remediation over immediate growth for IL MAKIAGE, shifting resources toward intensive testing to retrain the ad algorithm rather than executing its planned product pipeline.
SpoiledChild is demonstrating operational resilience, on track for $350 million in 2026 revenue by maintaining strong unit economics and 12-month net revenue repeat rates exceeding 100% despite broader platform headwinds.
The launch of METHODIQ signals a strategic pivot toward the 'beauty and medicine' convergence, leveraging computer vision and ODDITY Labs' patented molecules to capture higher-intent medical-grade customers.
#tell #management
7 days ago
I have spent much of this week watching Australian coverage of the NFL and scrolling through social media posts as the 49ers and Rams prepare to play the first regular-season game in Australia. The coverage has been entertaining, enthusiastic and occasionally educational. There have been explanations of the rules, breakdowns of the equipment and attempts to introduce American football to a country that already has a sport called football.
The Aussies are excited. Nearly 100,000 people are expected to fill the Melbourne Cricket Ground. Moreover, the NFL has taken over the city. The Jonas Brothers will perform at halftime, and Tourism Australia has built an advertising campaign around the game featuring wildlife conservationist and television personality Robert Irwin. He's the son of the late "Crocodile Hunter" Steve Irwin. In addition, Netflix will distribute the game globally.
It should be a spectacular event. I'm just not convinced it proves football has become a global sport.
This season, the NFL is staging nine regular-season games in seven countries outside the United States. That represents an extraordinary expansion from the occasional London game of the past. The league is no longer simply testing international markets. Moreover, overseas games have become an important part of its schedule, television strategy and marketing machine.
However, more games in more countries don't automatically mean football has developed deep roots in those places.
#sport
The Aussies are excited. Nearly 100,000 people are expected to fill the Melbourne Cricket Ground. Moreover, the NFL has taken over the city. The Jonas Brothers will perform at halftime, and Tourism Australia has built an advertising campaign around the game featuring wildlife conservationist and television personality Robert Irwin. He's the son of the late "Crocodile Hunter" Steve Irwin. In addition, Netflix will distribute the game globally.
It should be a spectacular event. I'm just not convinced it proves football has become a global sport.
This season, the NFL is staging nine regular-season games in seven countries outside the United States. That represents an extraordinary expansion from the occasional London game of the past. The league is no longer simply testing international markets. Moreover, overseas games have become an important part of its schedule, television strategy and marketing machine.
However, more games in more countries don't automatically mean football has developed deep roots in those places.
#sport