Matt LaFleur spent his entire offseason promising Green Bay Packers would finally learn how to finish games. Sunday in Minneapolis put that promise to the test immediately. The Packers built a healthy second-half lead, the same type of cushion that slipped away repeatedly last season, and it vanished again. What happened next, both on the field and in the press conference that followed, left fans furious.
Green Bay looked in control for most of Sunday's opener at U.S. Bank Stadium. The Packers led 22-10 in the third quarter behind Jordan Love, who threw for 387 yards and two touchdowns. Then everything unraveled. Minnesota Vikings scored 29 unanswered points in the second half, turning a comfortable lead into a 39-22 defeat.
The turning point came in the fourth quarter. With Green Bay up 25-17 after a penalty wiped a Vikings field goal off the board, LaFleur chose to go for it on fourth-and-1 instead of taking the points. Love was stopped on a quarterback sneak, and Minnesota took over on downs. The Vikings never let go from there.
Sep 12, 2021; Jacksonville, Florida, USA; Green Bay Packers head coach Matt LaFleur during the first half against the New Orleans Saints at TIAA Bank Field. Mandatory Credit: Tommy Gilligan-USA TODAY Sports
Love was sacked four times after halftime, lost a fumble and threw a tipped interception during the fourth-quarter collapse. Twelve Packers penalties for 98 yards, several on Minnesota's go-ahead drive, compounded the damage.

#lafleur #half

On August 6, The RealReal (NASDAQ:REAL) reported second quarter results that beat its own outlook and pushed the resale luxury marketplace to raise its full year guidance. Gross merchandise value hit an all time high of $617 million, up 22% from a year earlier, and management pointed to four straight quarters of GMV growth above 20%. But a wider net loss sitting next to those record numbers complicates the story for anyone weighing the stock today.
The headline number is GMV of $617 million for the quarter ended June 30, up 22% year over year, with total revenue climbing 17% to $193 million. Consignment revenue grew 15% while Direct Revenue, the company's owned inventory channel, grew 26%, showing both sides of the business contributing to the acceleration. Profitability moved in the same direction. Gross margin reached 74.4%, up 10 basis points from a year ago, and Adjusted EBITDA margin jumped to 7%, a 290 basis point improvement that management called nearly 300 basis points of expansion.
The buyer base backs up the growth story rather than just the pricing. Trailing twelve-month active buyers rose 11% to 1,107,000, and average order value climbed 13% to $659, meaning existing shoppers are spending meaningfully more per transaction, not just showing up more often. That combination gave management enough confidence to raise full-year guidance to $2.54 billion to $2.57 billion in GMV and $788 million to $797 million in total revenue, alongside third-quarter Adjusted EBITDA guidance of $13.5 million to $14.5 million.
Despite the operating improvements, GAAP losses widened. Net loss came in at $27 million, or 14.1% of total revenue, compared to $11 million, or 6.9% of total revenue, a year earlier. GAAP basic net loss per share was $0.23 versus $0.10 in the prior year period, and diluted net loss per share was $0.23 versus $0.13. Much of that swing traces to a $(18.6) million non-cash adjustment tied to the change in fair value of warrant liability, a factor unrelated to how the underlying business performed. On a non-GAAP basis, basic and diluted net loss per share actually narrowed to $0.01 from $0.06, underscoring how much of the GAAP gap is accounting rather than operations.
There is also a transparency wrinkle in the guidance itself. The RealReal said it has not reconciled its forward-looking Adjusted EBITDA figures to GAAP net income or loss, citing components like payroll tax expense on employee stock transactions that it cannot predict with reasonable certainty. That leaves investors trusting a non-GAAP target without the usual bridge back to the bottom line.

#adjusted

Southern Company (SO) and Vistra (VST) both profited from AI power demand, yet VST shares are down 30% over the past year.
U.S. electricity prices climbed 4% over the past year, outpacing headline inflation and directly contradicting Musk's claim that AI data centers lower consumer bills.
The $180 annual savings Musk cited applies to one Georgia utility's contract; new AI-driven generation will land in rate bases all ratepayers fund.
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At 10:18 a.m. ET on Monday, Elon Musk told his audience that "AI data centers resulting in lower electricity prices for consumers" and pointed to a post claiming Georgia Power's new large-load contracts, overwhelmingly data centers, will save customers nearly a billion dollars, erasing about $180 per year from their bills. The post reached more than 503,000 impressions. Twelve days earlier, West Virginia Governor Patrick Morrisey made the same argument on CNBC, saying net electricity prices will be lower when data centers come in. It is becoming an industry talking point. It is also colliding with the price data Americans actually pay.

#data #centers #company #musk

The Duke of Sussex's searingly honest memoir, Spare, became the fastest-selling non-fiction book ever when his tell-all tale about the royal family was published in 2023.
His explosive autobiography gave royal watchers a very intimate insight into all his personal goings-on, including introducing his future wife Meghan Markle to the royal family.
Although Meghan's first meeting with the late monarch was "pleasant", Prince Harry confessed his frustration at some of the circumstances.
"There was some bloke standing to the other side of Granny and I thought: Bogey at twelve o'clock," he wrote, referring to a friend of Sarah Ferguson. "Meg looked to me for a clue as to his identity, but I couldn't help – I'd never seen him before.
"[Princess Eugenie] whispered into my ear that he was a friend of her mum's. Ah, OK. I looked at him hard, 'Brilliant. Congratulations on being present for one of the most consequential moments of my life.'"

#friend #meghan #although

Lowe's edges out Home Depot as the safer income hold, with a 6.93% FCF yield covering its 2.39% dividend yield by a far wider margin.
Home Depot's Pro contractor pivot drove 1.7% comp sales growth versus Lowe's 0.2%, but its free cash flow still shrank 22% and its payout ratio sits higher.
Lowe's steady raises from $1.05 to $1.25 quarterly signal a longer dividend growth runway than Home Depot's token 1.3% ***** p to $2.33.
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For an income investor weighing Home Depot (NYSE:HD) against Lowe's (NYSE:LOW), the real question is which dividend holds up better when the housing market stays frozen. Existing home sales sit at 3.98M annualized, the lowest reading in the trailing twelve-month history and inside what the series classifies as the soft range ***** ociated with high mortgage rates. Home Depot's CFO said housing turnover has "never been lower as a percentage of the housing stock". When people stop moving, they stop renovating. That is the identical headwind facing both payouts, and it sharpens the question of which one is actually safer.

#home #depot #Dividend #housing

When Sunderland were awarded a penalty following Ezri Konsa's impromptu wrestling match with Dan Ballard, it felt like a massive opportunity to break the deadlock against the notoriously watertight Gunners as Enzo Le Fée lined up his spot kick against David Raya.
There was little wrong with the Frenchman's attempt — firmly struck and aimed towards the corner — but the Spaniard made a superb save to deny Le Fée his second success from twelve yards inside a week. And when everyone's favourite villain Bruno Guimaraẽs duly fired a venomous dipping shot past Robin Roefs barely minutes later, it felt like the classic one-two punch and it ultimately defined the game.
Sunderland more than held their own in this contest; we looked sharp, combative and were able to fashion a number of decent chances against the defending champions, but the finishing touch eluded the Lads on this occasion and that somehow made the loss even more frustrating.
We know we're capable of giving the league's big guns a run for their money on any given day, and occasionally emerging victorious, but during what could easily be a "difficult second season", we need to find ways to bridge the gap and to continue to eke out points from tricky positions.
A disappointing outcome. The 0-2 scoreline might've felt slightly harsh and Reinildo's late red card was a sickener, but the way the game panned out wasn't entirely unexpected, given ******* nal's current status and Sunderland's ongoing attempts at evolution.

#second #ezri

Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.
How Much Could Your Cisco Shares Gain Or Lose Inside That Band?
From $107.44, the top of the band is about 45% higher, a gain of about $48 a share. The bottom is about 31% lower, a loss of about $33 a share. The upside is larger on both measures because a stock can rise without limit but cannot fall below zero.
The market puts about one chance in six on a finish below $74, and the same odds on a finish above $156. A fall to the floor would take nearly a third off a position. If a drop that size would push you to sell, the position is sized for a calmer stock than Cisco is priced to be.
Is Cisco Stock Priced To Move More Than It Did Over The Past Year?

#shares

At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.
What Could That Range Do To Your Shares?
On each share, the ceiling is a gain of about $349 and the floor a loss of about $226. The gap is lopsided because a price can rise without limit but cannot fall below zero. The options put roughly a two-in-three chance on the stock finishing between them.
That leaves roughly a 16% chance of finishing above the ceiling and roughly a 16% chance of finishing below the floor. For a holder, the downside tail is the one to sit with: about one-in-six odds of losing more than a third. The floor also sits more than $100 below $525.23, the lowest price of the past 52 weeks. The shares are already down 15.6% over twelve months, against a 17.9% return for the S&P 500, though they have returned 13.0% over the past three months.
Does Meta Stock Usually Move This Much?

#ceiling #past #below

AbbVie (ABBV) grew revenue 10.4% over the past twelve months and turned 33.9% of it into operating profit, second only to Eli Lilly among its peers on both counts. Its stock returned 24.9% over the same twelve months, fifth of the six. What the business delivered and what the market paid for it have come apart.
Johnson & Johnson makes the contrast sharpest. JNJ grew revenue 8.1% over the same twelve months on an operating margin of 26.8%—edging out Pfizer's 26.7%—while its stock returned 53.9%. It also trades at 30.5 times earnings, where AbbVie trades at 71.5.
ABBV
JNJ
PFE

#abbvie #grew #operating

Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.
Salesforce sells the customer relationship software that companies run their sales and service teams on, and it owns Slack. Deutsche Telekom and FIFA both expanded their AI spending with Salesforce in fiscal Q2 2027. Revenue over the trailing twelve months was $43.94 billion, up 11.2%. The three-year average revenue growth rate is 9.9% a year—ahead of the S&P 500 median of 8.3%—making the last twelve months the faster of the two.
Free cash flow over the same window was $15.15 billion, a 7.6% yield on the market value. Operating margin over those twelve months is 21.5% against an S&P 500 median of 18.6%, and the margin did not thin against the year before.
Free cash flow in fiscal Q2 2027 was $1.1 billion, up 81% from a year earlier. That is one quarter. For the whole of fiscal 2027 management guides free cash flow growth of 4% to 5%, against revenue guided up 11% to 12%, so cash is set to grow at less than half the pace of the top line.
License revenue is a headwind and integration and ******* ytics revenue is volatile, management says, though both only partially offset growth in the newer lines. Near $243, the stock is just 8% off its 52-week high, though it remains about 33% below its two-year peak of $363.22: while the recent rally closed the immediate valuation gap, the longer-term discount reflects that structural hesitation hasn't fully cleared.

#cash #billion

Boston Scientific (BSX) trades at about $43, roughly 17% below the recent high it set on 19th Aug, 2026. Its own history with sharp drops is encouraging. That history does not cover a cyberattack it says is likely to hit its 2026 results, and the stock is down about 60% over the past twelve months. Start with the history.
Since 2010, Boston Scientific has fallen 20% or more inside 30 trading days six times. Four are old enough to have a full year behind them, and all four ended higher twelve months later, at a median gain of 18%. The two most recent are too young to have a one-year result.
Collecting that gain was uncomfortable. Among those four, the median buyer sat through a further 17% decline first, and the worst further fall in the whole record was 44%. The median peak gain of 30% took about 226 days to arrive, close to seven and a half months. Waiting, not timing, is what that history rewards.
The record behind those medians is below.
BSX had 6 events since 1/1/2010 where the dip threshold of -20% within 30 days was triggered

#months #boston #scientific

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Phones Still Bring In About Half The Sales
In fiscal Q3 2026, handset chip revenue was $5.1 billion, about half of the $9.9 billion total. The CEO says unprecedented memory prices, plus supply shortages driven by data center demand, are pulling revenue down across mobile and consumer electronics. Management puts the net effect at a 20% drop in its Android chip revenue in 2026 from 2025.
And Apple Revenue Is Exiting Faster Than Planned
Apple is the second drag. Citing its own supply constraints, Qualcomm said on its fiscal Q3 2026 call that it expects materially lower share in new iPhone launches than its prior 20% estimate. An ****** yst put fiscal 2026 Apple product revenue at about $7.5 billion, and management called that a fair range.

#revenue #Apple #fiscal #management

Daktronics Inc. (NASDAQ:DAKT) reported its Q1 FY27 results, showing continued momentum across core segments and its strategic push. The company reported topline figures of $234.6 million, which grew 7.1% compared to the same period last year. This growth was primarily driven by impressive numbers across the Live Events, Transportation, and International units. The diluted EPS of $0.40 was the highest quarterly figure in the last twelve quarters, exhibiting a substantial growth of more than 21%. The business generated $31.4 million in cash from operations, which pushed the cash balance to $154.6 million by the quarter end, after accounting for $4.4 million expenditure on share repurchases.
Copyright: rawpixel / 123RF Stock Photo
The recently reported results point to enhanced profitability and the company's ongoing operational excellence initiatives, which would strengthen investor confidence. An impressive cash position backed with robust operating cash flows would enable Daktronics to pursue its 3-year strategic plan around growth, operational strength, and efficient capital allocation.
For growth, management focused on vertical market expansion during the quarter, with investments in service offerings and software to facilitate recurring revenue growth and customer value.
For operational excellence, the company took several initiatives around supply chain and manufacturing. These include scaling up of Mexico operations, adding automation, refining procurement, and more. Product backlog reached $311.3 million, the sixth straight quarter it has stayed above $300 million, pointing to continued demand spread across the company's varied business segments.

#million #cash #results

Eli Lilly (LLY) stock has gained about 56% over the past year, moving from $722.65 to $1,123.91. Before that run the company was doing something strange. It was deliberately selling less medicine than people wanted to buy, and it kept saying so out loud.
In early February 2025 the CEO said the capacity Lilly had already built was not enough to meet global demand, and that the company was still gating promotion and gating launches around the world. That is a company telling you its reported revenue understates what its products could sell.
The build was landing. Lilly produced more than 1.6 times as many salable incretin doses in the first half of 2025 as it had made in the first half of 2024. The rationed business was already lucrative: trailing-twelve-month operating margin as of fiscal Q2 2025 ran at 42.1%, against its own three-year average of 32.7%. A business earning that much with the tap half closed has an obvious next chapter.
Four weeks before the run began, the CFO was specific about where. Commercial activity behind the recent launches in Brazil, China, India, and Mexico was being kept deliberately measured, so that demand would not outrun supply.
Then look at where the growth landed a year later. In the second quarter of 2026, China revenue grew 93% in constant currency, and rest-of-world revenue grew 136% in constant currency, driven by Mounjaro, primarily in Latin America and Asia. China is on both lists; Latin America and Asia cover the rest. The volume was waiting.

#year #half

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.
Net margin over the trailing twelve months is 40.3%, the highest in at least five years and well above a 36.8% three-year average. Operating margin runs 46.8% against a 45.3% three-year average, near the top of its multi-year range. Revenue of $331.8 billion grew 17.8% year over year, so none of this came from a shrinking business.
Margins at a peak rarely stay there. This peak arrives with a specific and growing bill, and that bill is the Azure build-out.
Azure revenue grew 43% in fiscal Q4 2026, and management says customer demand still exceeds available capacity. Company-wide, the build-out took $41 billion of capital expenditure in that one quarter (including equipment acquired under leases), roughly two-thirds of it on what management calls short-lived **** ets, primarily CPUs and GPUs. Against $55.4 billion in cash from operations, cash actually paid for property and equipment was $35.8 billion, yielding $19.6 billion in free cash flow.
The bill is already visible in the margin. The company's gross margin was 67% in fiscal Q4 2026, down year over year, and management attributes the decline to the sales mix shift toward Azure and the AI infrastructure spending behind it, offset only partly by efficiency gains. Capital expenditure is guided higher again in fiscal 2027.

#azure #bill #cash

ASML Holding N.V. (NASDAQ:ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have given investors a clearer view of their next manufacturing transition. The important distinction is when each company might earn a return.
Their September 8 announcement says TSMC intends to introduce ASML's High-NA extreme ultraviolet technology into high-volume advanced-node manufacturing starting in 2030. A separate initiative targets a larger photomask pilot line in 2031 and corresponding lithography systems for advanced production in 2033.
Image: Courtesy of ASML
Those dates describe successive stages, not a single launch delayed until 2033. Initial production would use existing six-inch masks; the later transition would introduce twelve-inch masks.
For ASML, a major customer's stated adoption plan strengthens the long-term demand case. More advanced AI chips require increasingly complex manufacturing, and TSMC expects more layers to need High-NA technology as nodes progress.

#high #advanced #transition #technology

It's been a busy last twelve months for Craig Carton. Following the cancellation of his FS1 program, Breakfast Ball, in July, many speculated about where Carton's path would lead after his network television debut. The results of that journey to today shouldn't be surprising.
First, Carton remained a partner with FOX and worked with Red Seat Ventures to develop a one-hour daily program **** led The Craig Carton Show. His return to WFAN followed, with the official announcement coming in early December. Earlier this year, Carton added another layer to his growing media presence by teaming with Lil Wayne for The Joint Venture podcast. Beginning today, Carton elevates that initial project by bringing The Craig Carton Show to a rebranded and growing OutKick digital platform.
"I have been a frequent guest on OutKick as well as FOX News. So, there's some familiarity that I have with them, and they have with me," said Carton about the early discussions surrounding bringing The Craig Carton Show to OutKick. "I was a guest with Dan [Dakich] about six months ago. Afterwards, they reached out and inquired about my deal with FOX expiring. The interest was mutual."
With Carton's FOX contract coming to an end earlier this summer, the network made an offer to keep him in tow along with The Craig Carton Show podcast. However, the network allowed Carton to retain the podcast and shop it around to other distributors outside of his prior arrangement with SportsGrid.
"I had the ability to go look for other partners, but they [OutKick] had an interest in me. It sort of came together at the same time. I have great respect for FOX as a company. They've been great to me on the sports side. Then to take that and evolve our relationship under the FOX News umbrella was a no-brainer," explained Carton, who co-owns the IP for The Craig Carton Show with FOX. "We're partners in every sense of the word."

#craig #network #program

On August 3, Alexandria Real Estate Equities (NYSE:ARE) reported a Q2 2026 net loss of $0.43 per diluted share, narrower than the $0.64 loss posted a year earlier, while first-half net income swung to $1.68 per share from a loss of $0.71 in H1 2025. Funds from operations, the metric real estate investors watch most closely, moved the other way. Second-quarter FFO per share, as adjusted, fell to $1.73 from $2.33, and first-half FFO per share dropped to $3.46 from $4.63.
Leasing activity picked up meaningfully in the second quarter. Alexandria signed 1,038,917 rentable square feet of leases in Q2 2026, a 60% jump from the first quarter and roughly 87,000 square feet above its trailing quarterly average. Three-quarters of that leasing activity over the trailing twelve months came from existing tenants, and once executed leases with future occupancy are counted, total occupancy climbs to 90.9% from the reported 86.9%. Tenant quality remains a selling point too: 80% of annual rental revenue comes from the company's Megacampus platform, and 57% comes from investment-grade or publicly traded large-cap tenants, with 99.9% of second-quarter rents and receivables collected as of August 3.
The balance sheet backs that stability up. Alexandria holds $3.60 billion in liquidity and just extended its $5.0 billion unsecured line of credit to 2032 at a lower borrowing rate of SOFR plus 0.725%, down from SOFR plus 0.835%. Only 6% of total debt matures through 2028, and the company's 9.7-year weighted-average remaining debt term is the longest among S&P 500 REITs. General and administrative expenses fell 17.4% from Q2 2024, even after a year-over-year uptick, and the company maintained its $0.72 per share quarterly dividend, a 5.4% yield as of June 30.
The numbers behind the improved per-share figures are less reassuring on closer look. Same-property net operating income fell 10.6% in the second quarter and 11.5% for the first half, driven largely by occupancy declines tied to lease expirations. Operating occupancy slipped from 87.7% at the end of March to 86.9% at the end of June, and the current-period average occupancy of 87.1% compares with 92.6% a year earlier. Lease renewals aren't helping much either: rental rate changes on renewed and re-leased ******* e fell 0.7% in the second quarter and 15.0% in the first quarter, with cash-basis declines of 4.3% and 15.8%, respectively.
Leverage remains elevated in the near term. Net debt and preferred stock to Adjusted EBITDA stood at 7.0x on a Q2 2026 annualized basis, well above the company's 5.6x to 6.2x target for the fourth quarter, which depends on completing $2.9 billion in planned dispositions and other capital sources. General and administrative expenses rose 26.5% from Q2 2025 to $36.9 million. The company also recorded $222.5 million of real estate impairment charges in the quarter and continues to evaluate the business and financial strategy for five development and redevelopment projects totaling 1.4 m

On August 4, Voya Financial (NYSE:VOYA) announced its second-quarter 2026 results, and the headline numbers tell an uncomfortable story. Net income available to common shareholders dropped to $90 million, or $0.97 per diluted share, down from $162 million and $1.66 a year earlier. Adjusted operating earnings fell just as sharply, to $140 million from $240 million. Yet look past the income statement and Voya's underlying businesses were adding client ******* ets, growing fee income, and returning cash to shareholders at a steady pace.
Voya's Retirement business crossed 10 million participant accounts during the quarter, a milestone that arrived alongside the completed integration of OneAmerica. Total client ******* ets in that segment reached $863 billion as of June 30, up 14% from $757 billion a year earlier, and fee-based revenues climbed 10% year over year. Investment Management told a similar story. Pre-tax adjusted operating earnings there rose 12% to $57 million, helped by $1.2 billion of net inflows during the quarter that pushed ******* ets under management to $377 billion, up from $360 billion a year ago.
Assets under advisory grew even faster, reaching $63 billion from $54 billion. Margins widened too, up 100 basis points on a trailing twelve-month basis to 29.0%. Employee Benefits, often the company's most volatile segment, showed real underwriting progress: the total aggregate loss ratio improved to 74% from 79% a year earlier, lifting its trailing twelve-month margin to 11.0% from just 3.7%. None of that came at the expense of shareholders. Voya generated roughly $150 million of excess capital in the quarter, more than fully converting its adjusted operating earnings into deployable cash, and returned about $200 million through dividends and buybacks, with $263 million still authorized for future repurchases.
The drop in profitability traces to specific, identifiable costs. Corporate reported pre-tax adjusted operating losses of $102 million, up from $67 million a year earlier, largely because of roughly $40 million in severance tied to efficiency actions. A $15 million pre-tax loss on alternative investments added further pressure. Those same alternative investment declines hit Retirement directly: pre-tax adjusted operating earnings there fell to $190 million from $235 million, even as fee revenue grew, because lower alternative investment income and planned strategic investment spending offset the gains. Employee Benefits saw the sharpest swing, with pre-tax adjusted operating earnings falling to $22 million from $69 million.

#year #earnings #assets #voya

On August 3, Alexandria Real Estate Equities (NYSE:ARE) reported a Q2 2026 net loss of $0.43 per diluted share, narrower than the $0.64 loss posted a year earlier, while first-half net income swung to $1.68 per share from a loss of $0.71 in H1 2025. Funds from operations, the metric real estate investors watch most closely, moved the other way. Second-quarter FFO per share, as adjusted, fell to $1.73 from $2.33, and first-half FFO per share dropped to $3.46 from $4.63.
Leasing activity picked up meaningfully in the second quarter. Alexandria signed 1,038,917 rentable square feet of leases in Q2 2026, a 60% jump from the first quarter and roughly 87,000 square feet above its trailing quarterly average. Three-quarters of that leasing activity over the trailing twelve months came from existing tenants, and once executed leases with future occupancy are counted, total occupancy climbs to 90.9% from the reported 86.9%. Tenant quality remains a selling point too: 80% of annual rental revenue comes from the company's Megacampus platform, and 57% comes from investment-grade or publicly traded large-cap tenants, with 99.9% of second-quarter rents and receivables collected as of August 3.
The balance sheet backs that stability up. Alexandria holds $3.60 billion in liquidity and just extended its $5.0 billion unsecured line of credit to 2032 at a lower borrowing rate of SOFR plus 0.725%, down from SOFR plus 0.835%. Only 6% of total debt matures through 2028, and the company's 9.7-year weighted-average remaining debt term is the longest among S&P 500 REITs. General and administrative expenses fell 17.4% from Q2 2024, even after a year-over-year uptick, and the company maintained its $0.72 per share quarterly dividend, a 5.4% yield as of June 30.
The numbers behind the improved per-share figures are less reassuring on closer look. Same-property net operating income fell 10.6% in the second quarter and 11.5% for the first half, driven largely by occupancy declines tied to lease expirations. Operating occupancy slipped from 87.7% at the end of March to 86.9% at the end of June, and the current-period average occupancy of 87.1% compares with 92.6% a year earlier. Lease renewals aren't helping much either: rental rate changes on renewed and re-leased **** e fell 0.7% in the second quarter and 15.0% in the first quarter, with cash-basis declines of 4.3% and 15.8%, respectively.
Leverage remains elevated in the near term. Net debt and preferred stock to Adjusted EBITDA stood at 7.0x on a Q2 2026 annualized basis, well above the company's 5.6x to 6.2x target for the fourth quarter, which depends on completing $2.9 billion in planned dispositions and other capital sources. General and administrative expenses rose 26.5% from Q2 2025 to $36.9 million. The company also recorded $222.5 million of real estate impairment charges in the quarter and continues to evaluate the business and financial strategy for five development and redevelopment projects totaling 1.4 mill

On September 2, Argan, Inc. (NYSE:AGX) reported strong results for its second quarter of fiscal year 2027. The company posted record revenue of $384 million, a gross margin of 19.3%, record net income of $53 million, and record adjusted EBITDA of $70 million.
Following the strong results, Freedom Broker upgraded its rating on the stock from Hold to Buy with a price target of $700. ****** yst Sergey Glinyanov noted that Argan, Inc.'s (NYSE:AGX) results showed strong execution across major Power projects. Over the last twelve months, the company has delivered strong revenue growth of 29%.
Argan, Inc. (NYSE:AGX) also has an impressive project backlog to support future revenue. As of July 31, 2026, consolidated project backlog stood at approximately $2.5 billion. While this was down from roughly $2.9 billion as of January 31, 2026, the backlog still provides a significant base for future revenue.
The company expects to add several projects over the next 7 to 15 months. Future performance could benefit from ramp-up of gas-fired projects and new contract awards.
"We maintain our $700 target price for AGX and upgrade the rating from Hold to Buy, reflecting the emerging upside potential," Glinyanov wrote.

#strong #future #record

Zcash closed at $1,024 on September 4, its first close above $1,000, and held near $1,013 on September 5.
Grayscale's spot Zcash ETF began trading on NYSE Arca on August 25 and grew from $304 million to $414.7 million by September 4, while the coin ran from $569 to above $1,000 in two weeks.
Zcash has gained 2,361% from $41 in September 2025, and the XRP price is down 50% over the same stretch while it waits on the September 15 CLARITY Act vote.
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The XRP (CRYPTO:XRP) price trades at $1.41, down 50% in the twelve months to September 5, while Zcash (CRYPTO:ZEC) has climbed 2,361% over the same period and cleared $1,000 for the first time on September 4.

#september #million #price

On August 4, Hamilton Lane (NASDAQ:HLNE) posted a first fiscal quarter that showed just how far the private markets manager has scaled. Revenue jumped 56% year over year to $275.3 million, fee-related earnings climbed 49% to $124.5 million, and the firm's total ******* et footprint pushed past $1.1 trillion. That kind of quarter would normally be the whole story. Instead, it came wrapped around three separate balance sheet payouts and a candid admission that client flows have gotten choppier than the headline numbers suggest.
Hamilton Lane's specialized funds are doing the heavy lifting. Fee-earning ******* ets under management in that category grew 25% year over year to $42.6 billion, and that mix shift toward higher-fee products pushed the blended fee rate up to 69 basis points. Management and advisory fees rose 21% to $161.4 million, and FRE margin expanded to 53% from 51% a year earlier, a sign the extra revenue is reaching the bottom line rather than getting absorbed by costs.
The Evergreen platform, Hamilton Lane's semi-liquid product line built for individual and smaller institutional investors, generated $640 million of net inflows and ended the quarter with $19 billion in ******* ets. Ten of twelve funds took in net new money, and none of them needed to gate redemptions even as the broader alternatives industry has wrestled with liquidity questions. The company also added six senior Evergreen sales professionals poached from Fidelity, BlackRock, PIMCO, JPMorgan, Morgan Stanley and Monroe Capital, and just landed its multi-strategy equity fund on a third wirehouse platform.
Fundraising on the closed-end side was equally strong. The sixth direct equity fund closed at $3.8 billion combined, 57% larger than its predecessor, while the seventh secondary fund and second venture fund each held first closes, at $1.3 billion and $370 million. On top of that, Hamilton Lane is set to book roughly $33 million in combined gains from monetizing its stakes in Russell Investments and Canoe, on top of a newly public stake in Securitize.
Not every part of the story is clean. Hamilton Lane's non-US multi-strategy equity fund swung to net outflows for the quarter, and management pointed to a broader hesitancy taking hold. Co-CEO Erik Hirsch acknowledged "a slowdown in flows on certain products and the general hesitancy with investors," a rare moment of candor from a company that otherwise leaned on strong numbers.

#fund #lane

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
Marvell Expects Its Gross Margin To Step Down, Then Hold, Through Fiscal 2028
For fiscal Q3 2027, the company guided non-GAAP gross margin as low as 57.5%. The CFO named the custom silicon ramp as the reason it steps down, and put the preliminary view for fiscal 2028 in the same range. So the part of Marvell accelerating hardest is also the part pushing the gross margin down.
Timing is the bear case's other half. The expanded agreement and warrant Marvell disclosed with a large hyperscaler in August add nothing to fiscal 2028, because management says revenue from the programs it covers through that year already sits inside the custom target, though management says that same agreement gives it greater confidence in the custom business from fiscal 2029 onward. If the fastest-growing products carry a thinner gross margin, each extra dollar of revenue arrives with less profit attached, and growth alone does not fix that.
The Company Keeps More Of Every Dollar Than It Did Two Years Ago

#fiscal #marvell #gross #management

Revolution Medicines, Inc. (NASDAQ:RVMD) received FDA approval for Rasonque, or daraxonrasib, following an expedited review. The once-daily oral RAS inhibitor is approved for adults with metastatic pancreatic adenocarcinoma who have received at least one prior systemic therapy or are not candidates for multiagent systemic therapy.
Revolution Medicines, Inc. (NASDAQ:RVMD) set a wholesale acquisition cost (WAC) of $39,800 for a 30-day supply. Twelve 30-day supplies would total $477,600 at WAC before discounts, rebates, or ******* istance. Rasonque is available in the United States, with (ON)Path offering insurance navigation and financial-assistance resources, including copay support for eligible commercially insured patients.
The approval was based on RASolute 302, a randomized Phase 3 trial involving 500 patients with previously treated metastatic pancreatic adenocarcinoma. In the overall population, median overall survival reached 13.2 months with Rasonque versus 6.7 months with chemotherapy. The hazard ratio of 0.40 represented a 60% lower hazard of death during trial follow-up. Median progression-free survival was 7.2 months versus 3.6 months, while objective response rates were 30% and 11%, respectively.
The survival benefit gives Rasonque a strong clinical argument for reimbursement. Pancreatic cancer is aggressive, treatment options after progression are limited, and Rasonque improved overall survival, progression-free survival, and response rates in a randomized comparison. Oral dosing may also reduce the burden of intravenous chemotherapy.
The approved population is broader than a single mutation-defined subgroup. Rasonque can be prescribed with or without an identified RAS tumor mutation and does not require a companion diagnostic. That reduces testing friction within the approved treatment setting.

#months #pancreatic #progression #medicines

In the world of robotic surgery, one company is both the undisputed leader and the most expensive option, forcing investors to ask if operational excellence is worth the premium.
Intuitive Surgical (ISRG), the pioneer of robotic-assisted surgery, trades around $370, a share after a tough year. The stock has delivered a -21% return over the last twelve months, badly trailing the S&P 500's +19.2% gain. Yet, within its peer group, it commands the highest valuation. Why does the market charge a top-tier price for the company with the group's worst-performing stock?
By the numbers, Intuitive Surgical's operational lead is real, even if Globus Medical sits close behind at 19.7%. The company's revenue grew 21% over the last twelve months, well ahead of diversified rivals like Medtronic, which grew at 8.4%.. Its 31% operating margin also leads the pack, again comfortably ahead of Medtronic's 18.8%. This is a business that executes at a higher level than its competition. The market sees this performance and charges accordingly. Intuitive Surgical trades at 42.5 times earnings, the highest multiple in its group. For comparison, Medtronic trades at a much lower 24.2 times earnings. The mismatch is stark: investors are paying a premium for leading fundamentals, but so far, that premium has not translated into positive returns.
ISRG
MDT

#robotic

Cisco (CSCO) rates BUY with a $134 price target, backed by $9.3 billion in hyperscale AI orders and 40% Q4 networking order growth.
Cisco's 21x forward P/E makes it the value standout versus Arista (ANET) near 70x trailing and HPE weighed down by acquisition charges.
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Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21.47% above the recent close of $110.49. Our recommendation is buy, with a high confidence rating of 90%.

#cisco #Networking

MSFT earns a BUY rating and $610 price target as Azure crosses $100 billion in annual revenue with 43% growth and 45% guidance ahead.
GOOGL trades at just a 15 P/E versus MSFT's 29, while ORCL's rival growth came with $24 billion in negative free cash flow.
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The trillion-dollar question hanging over Microsoft (NASDAQ:MSFT) is whether its $115.9 billion AI capex bet earns a return worthy of a mega-cap multiple, or ends up as the largest overbuild in tech history. That answer determines where the stock goes over the next twelve months.
Our 24/7 Wall St. price target for Microsoft is $609.58, implying 18.7% upside from the current price of $513.53. We rate the shares a buy with high confidence at 90%.

#earns

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

#Friday #load #board #company

The Texas Rangers scored eight runs while the Californian Athletics scored five runs.
The Rangers seem to have finally found themselves a punching bag and the veterans were lining up to throw some haymakers.
September started in a similar fashion to how August ended with Texas beating up on the hapless Athletics. The catalyst tonight was the guys you hope can do damage as hitters No. 2-4, Corey Seager, Wyatt Langford, and Brandon Nimmo, combined for eight of Texas' twelve hits, five of their eight runs, and six of the eight RBIs.
Not be left out, No. 5 hitter Ezequiel Duran worked a couple of walks and drove in one of the other runs while also making a sensational play at second base to keep the would-be tying run off the board in the early goings.
The Rangers scored first in the game's opening frame when Nimmo drove in Seager with a two-out double. Meanwhile, Texas starter MacKenzie Gore was able to keep the Gore Inning to a minimum as the A's tied the game at a run apiece in the top of the third before Gore escaped a bases loaded jam to end the threat.

#runs