Tensions are reportedly rising behind the scenes at Old Trafford as the Glazer family grow increasingly frustrated with Sir Jim Ratcliffe's leadership. Despite the INEOS founder taking control of football operations earlier this year, the club has slumped to its worst start to a league campaign in nearly four decades.
Ratcliffe acquired a minority stake in United in 2024, a deal worth £1.2 billion that handed his INEOS group total control over football operations. The agreement included an additional £245 million injection to upgrade Old Trafford's fading infrastructure, taking his overall financial commitment to approximately £1.5bn. However, two years on, the anticipated revival has failed to materialise.
Instead of progressing, the Red Devils find themselves embroiled in a deepening crisis. They are currently enduring an eight-game winless run across all competitions, managing just a single Premier League victory so far this term. Hovering a perilous two points above the foot of the table, this represents United's poorest start to a campaign in almost 40 years.
Watching from afar, the Glazer family are reportedly astonished by the rapid decline under the new sporting regime. A source close to the American owners told the Daily Mail that the current situation is "a travesty and not what they expected or were promised." The insider added that the Glazers feel "they have never run the club this way."
The frustration runs deep, with the current hierarchy allegedly viewing the INEOS approach as a complete failure. According to ESPN, the Glazers believe Ratcliffe "couldn't have masterminded a worse situation" at Old Trafford.

#league

Bo Bichette's decision to opt into a second year with the Mets was not a surprise to anyone in the organization. He had one of the worst statistical seasons of his career offensively – not exactly the kind of year players try to ride into free agency. He spoke glowingly of new manager Andy Green. And he seemed to find comfort in the clubhouse and on the New York stage – as if he had arrived with something to prove and finally remembered he was capable of proving it.
But while the Mets have expected for several weeks now that Bichette would be back, his return nevertheless qualifies as crucial to their offseason. With Bichette, the Mets lineup in 2027 will include all the key components of a group that posted the fifth-best OPS in the majors after August 1… even with Juan Soto injured for part of that time.
The top of the order looked versatile and energetic when Francisco Lindor was healthy and leading off and Soto was healthy and hitting second and Bichette was behind them, putting the ball in play with Carson Benge there to drive everyone in. Bichette's return means the Mets can build on the offense they unearthed late last year, rather than having to reconfigure it.
But because Bichette's decision was not a surprise, expectations for the Mets season should not pivot because of it. They still need, and plan to pursue, starting pitching. They will still explore options to upgrade offensively at first base, though exactly how high they will aim – and how much money or prospect capital they are willing to spend there – remains unclear.
And they still seem likely to give one of their infield prospects a chance somewhere in the majors next season. With Bichette back, the most obvious place for a prospect to elbow in would be second, though because Bichette has also played second base, the Mets could make room for a prospect at third.

#prospect

The Arizona Cardinals conducted their second practice of the week Thursday in preparation for Sunday's road game against the Dallas Cowboys and distributed their second injury report.
Center Hjalte Froholdt (knee) was added Thursday and was limited. The injury likely occurred in practice, so the key will be his status on Friday. Froholdt was among three offensive linemen with injuries listed.
One is right guard Jon Gaines (ankle), who hasn't practiced this week and did not play on Sunday against the Broncos, while the other is right tackle Elijah Wilkinson (knee), who was upgraded to limited after not practicing Wednesday.
The full details of their Thursdday injury report are below. Starters are noted with an asterisk.
Did not participate

#report #limited

Boxing's biggest star, Saul "Canelo" Alvarez, will look to become a two-time super middleweight champion when he challenges Christian Mbilli for the WBC ****** le on Saturday in Riyadh, Saudi Arabia.
It has been over a year since Alvarez lost his undisputed crown courtesy of a tremendous performance from Terence Crawford — and that means it has been a year since Alvarez last held a world ****** le.
For a fighter who was champion for seven straight years — from 2018-25 — not having a world ****** le is an unnatural feeling for the Mexican, but it has been Alvarez's reality since being outclassed by Crawford more than 13 months ago.
Hours before Crawford's win over Canelo, Lester Martinez held Mbilli to a draw on the undercard. Mbilli, the WBC interim champion, was upgraded to full champion shortly after and has now landed the golden ticket as it were — an opportunity to upset the sport's commercial king.
Canelo Alvarez wants to prove he has plenty left.

#alvarez #mbilli #title #held

New York Jets RB Braelon Allen (ankle) fully participated in practice Thursday, Oct. 29.
SOURCE: NewYorkJets.com
Why It Matters: Allen's role in the offense this week will depend on whether Breece Hall plays in the game. He will see a limited workload if Hall plays but should still see a decent amount of touches. He can be a No. 3 running back or flex option in fantasy leagues.
This article originally appeared on USA TODAY: Braelon Allen upgraded to full practice

#Jets #thursday #source #newyorkjets

Goldman Sachs upgrades Palantir Technologies to Buy from Neutral, citing an explosion of demand for sovereign and bespoke AI.

#upgrades

Apple's 2.5B active devices and 1.5B paid subscriptions let it monetize AI without heavy data center spending, fueling a 9th straight EPS beat.
Microsoft's AI infrastructure spending surged 79% to $116B, shrinking free cash flow, while Apple's customers fund AI hardware themselves.
Siri AI awaits EU and China approval, iCloud+ upgrades haven't launched yet, and a $30B Broadcom chip deal gives Apple untapped upside catalysts.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
I added to my Apple (NASDAQ:AAPL) position this month and expect to add more after the October 29 earnings report. The market has misunderstood Apple's AI strategy.

#Apple #broadcom

Google and Constellation Energy announced a 20-year power purchase agreement on Tuesday to bring 890 megawatts of new nuclear capacity onto the PJM Interconnection grid, with Constellation committing more than $4.3 billion to fund the build-out.
The capacity will be generated through turbine, steam generator, and digital control system upgrades at 11 Constellation nuclear units in Illinois, Pennsylvania, and New Jersey, the companies said. The first uprate is expected to be delivered by 2028. The agreement is expected to sustain roughly 4,400 existing jobs and create approximately 7,200 new construction jobs during the building period.
Alongside the power purchase agreement, the companies entered into a separate 15-year energy supply agreement covering an additional 2,700 megawatts from Constellation's existing fleet in the PJM market, the company said.
"We're committed to meeting our growth responsibly by actively investing in clean, reliable power that brings new capacity to our nation's grids," Amanda Peterson Corio, global head of energy and power at Google, said in a statement. "Our agreement with Constellation to fund nuclear reactor uprates will strengthen the PJM grid, which serves 67 million people, all while protecting energy affordability and supporting local union jobs."
Joe Dominguez, chairman, president and CEO of Constellation, said in a statement that the collaboration "can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy."

#energy #capacity #Jobs

The Trump administration is airing campaign-style television ads using money Congress approved for border security upgrades, efforts to combat drug trafficking and memorials for officers killed in the line of duty, according to federal spending records.
Democrats say the ads break multiple federal laws by using taxpayer money for political purposes that Congress never authorized. The White House defends the ads as public service announcements.
One of the spots closely resembles a 30-second video produced by the Trump campaign in 2024. The latest ad features President Donald Trump and Defense Secretary Pete Hegseth advocating for the Iran war. They feature disclosures saying they are “Paid for by the U.S. Government.”
On Sept. 19, a few days before the ads began airing, the White House Office of Management and Budget added $20 million to a Department of Homeland Security budget line designated for “commemorative events,” according to publicly disclosed OMB data. Congress approved the spending for those events in Trump’s 2025 domestic spending package, known as the One Big Beautiful Bill, and intended it for “Line-of-Duty death memorials, Department or agency anniversaries, and commendation ceremonies,” according to a House budget committee report.
The next day, Sept. 20, DHS awarded a $20 million contract for a “national media campaign” to the LMD Agency, a Maryland-based public relations and media firm that had previously worked for the department. The company did not respond to requests for comment.

#Trump

Josh Duhamel has revealed how his decision to enter the testosterone business left him fearing that he could be run out of Hollywood because his fellow A-listers would "make fun" of him—while opening up about the very different life he has built away from Los Angeles.
The 53-year-old "Ransom Canyon" star recently spoke about his experience with testosterone replacement therapy, revealing that his former representatives had warned him that publicly attaching himself to the treatment could damage his image and career.
Duhamel, who co-founded men's health company Gatlan, said during an appearance on Dave Asprey's "The Human Upgrade" podcast that he initially had reservations about becoming so publicly involved with the company because of the potential response in Hollywood.
"I won't tell you the agency that I'm no longer with, but they said, 'Don't do it. It's bad for your image,'" he recalled. "And I was like, 'All right, watch.'"
Josh Duhamel has revealed how his decision to enter the testosterone business left him fearing that he could be run out of town in Hollywood—while opening up about the very different life he has built away from Los Angeles. (CBS Mornings)

#duhamel #left

Sean Combs was reportedly placed back in solitary confinement following a NBC News report that the music mogul was using a contraband cellphone to scroll on Instagram, kept a private stash of premium liquor, and had access to a jailbroken tablet where he watched a Netflix documentary about himself.
The 56-year-old was put in a special housing unit, both NBC and TMZ have reported, after footage was released of Combs seemingly using a cell phone while serving his 50-month sentence at Fort Dix in New Jersey. This would be Combs' second time placed in isolation, following a physical fight with a fellow inmate in July.
More from Rolling Stone
Rihanna Shooting Suspect Indicted by Grand Jury, Pleads Not Guilty to Upgraded Charges
Chris Brown Will Get New Dog Attack Trial, But Only If Housekeeper Rejects Reduced $9.5 Million Award

#following #Instagram #july

MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling.
asharkyu/Shutterstock.com
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day later, BMO Capital upgraded the shares to Outperform with a $335 target, arguing that a 36% decline from the May peak had compressed MACOM's forward valuation to roughly 29 times earnings while data-center fundamentals remained intact.
That puts Coherent Corp. (NYSE:COHR) directly in the conversation because both companies supply the optical connectivity needed to keep larger AI clusters fed with data.
MACOM's new platform combines drivers, photodiodes and transimpedance amplifiers for next-generation optical modules. The company says the components are already available, rather than merely a research roadmap.

#data #macom #holdings #NASDAQ

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.

#gaap #revenue #launch #anderson

On September 9, 2026, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo, its first foldable smartphone and the biggest change to the iPhone's design in nearly 20 years, at the first product launch event led by new CEO John Ternus since he succeeded Tim Cook on September 1. The book-style, passport-shaped device opens into a 7.6-inch display, Apple's largest ever, starts at $1,999 for the 256-gigabyte model and rises to $3,199 for 2 terabytes of storage. This makes it the most expensive iPhone Apple has ever sold, with availability set for October 23.
The iPhone Duo gives Apple Inc. (NASDAQ:AAPL) a new premium growth opportunity in a mature smartphone market. Apple entered the foldable market with the $1,999 Duo. It creates a new high-end product category within its largest hardware franchise. ******* ysts expect Apple to take a real share of the foldable market. The firm's brand strength and large installed base could help speed up use of foldable smartphones.
The Duo creates a materially different iPhone experience that could encourage upgrades and attract Android users. The device opens to a 7.6-inch display, supports side-by-side multitasking, and offers a tablet-like experience in a pocketable design. Apple also shows the Duo's ******* anium frame, custom hinge, A20 Pro chip, and Apple Intelligence features. It gives customers several reasons to pay a substantial premium for the new form factor.
The launch solidifies Apple's hardware innovation strategy under new CEO John Ternus. The Duo represents Apple's most significant iPhone redesign since the iPhone X. It gives Ternus an opportunity to reignite enthusiasm around the company's hardware portfolio. The product also expands Apple's ability to monetize its ecosystem through higher-value hardware, services, and accessories as customers spend more time using a larger, more versatile iPhone.
The $1,999 starting price could keep the Duo a niche product. Reuters reported that the global foldable market could account for less than 3% of smartphone sales in 2026. ******* ysts expect only about 6 million Duo units as Apple Inc. (NASDAQ:AAPL) enters the category. Even strong market share would turn into a relatively small contribution compared with Apple's broader iPhone business.

#iphone #aapl

On September 9, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL)'s Google will invest at least €13 billion, or about $15.1 billion, in AI infrastructure in Finland over the next two years, its biggest European investment, including three new data centers and a 22-year deal for up to 50% of the output of one of Finland's two nuclear power plants. The agreement with Finnish utility Fortum is Google's first nuclear energy deal outside the United States, and Fortum's stock jumped as much as 15.5% on the news, its biggest gain in Europe that day.
Finland gives Alphabet Inc. (NASDAQ:GOOGL) a potentially more cost-efficient location for its expanding AI infrastructure. Google plans to invest at least €13 billion ($15.1 billion) in three new data centers and related infrastructure in Finland during 2027 and 2028. The country's cold climate can reduce the need for energy-intensive cooling. The investment will also help grid improvements, clean-energy projects and battery storage.
The 22-year nuclear power agreement gives Google greater control over a critical input for AI infrastructure. Google will purchase up to 50% of the electricity generated by Finland's Loviisa nuclear plant, providing a long-term source of low-carbon power for its data-center operations. The agreement also gives Fortum greater economic certainty to extend and upgrade the plant through 2050. Google and Fortum plan to explore more nuclear and renewable projects.
Alphabet has strong demand drivers that can justify investment in AI capacity. The firm has increased its 2026 global capital investment target to $195 billion-$205 billion as it seeks to capture growing AI computing demand. Google is using the additional infrastructure to support Gemini, Search, Maps, and YouTube. It gives Alphabet multiple major products through which it can monetize greater AI capacity over time.
The Finland project adds another major commitment to Alphabet Inc. (NASDAQ:GOOGL)'s already enormous AI spending program. Alphabet expects to spend $195 billion-$205 billion on capital investment globally in 2026. The Finnish project will require at least another €13 billion during 2027 and 2028. Investors need Alphabet to make enough incremental revenue and cash flow from AI services to justify an infrastructure buildout that is rapidly increasing the company's capital requirements.

#billion #Google #investment #googl

A Wall Street Journal report on September 16 revealed that ExxonMobil Holdings Corporation (NYSE:XOM) is nearing a preliminary agreement with Venezuela's state-owned PDVSA, potentially marking its return to the country almost two decades after its ***** ets were nationalized. According to Reuters, Exxon has shown interest in the large Petromonagas heavy oil project in the Orinoco Belt, as well as in areas in the neighboring Carabobo block.
While the talks are still in their preliminary phase and could still fall apart or be delayed, they mark a major turnaround from Exxon's previous stance on Venezuela. The company's CEO, Darren Woods, stated in January that the country was "uninvestable" without durable investment protections, legal reforms, and changes to its hydrocarbon laws.
The development comes amid a broader push by the Trump administration to open Venezuela's oil industry to American companies and revive the country's dilapidated oil infrastructure. The South American nation is sitting on the largest proven crude oil reserves in the world, accounting for roughly 17% of the global total.
Venezuela could provide Exxon with access to an enormous resource base at a time when the company is actively seeking low-cost and long-duration ***** ets. The fields under consideration are estimated to contain more than 50 billion barrels of oil buried underground.
Exxon already holds an advantage through its previous experience in the country. Petromonagas, formerly called Cerro Negro, was once the energy firm's flagship project in Venezuela, giving it familiarity with the country's vast heavy and extra-heavy crude resources. Petromonagas also remains one of the few Venezuelan projects with an operational upgrader capable of turning the Orinoco's extra-heavy crude into lighter exportable grades.

#heavy #project

Targa Resources Corp. (NYSE:TRGP) has significantly outperformed the wider market this year, posting gains of over 56% since the beginning of 2026. A major catalyst behind this growth was the 20-year fee-based agreement that the company signed with ExxonMobil last month.
While there are concerns that the stock's rally may have topped out, the **** ysts over at TD Cowen see further growth ahead. On September 18, the firm upgraded TRGP from 'Hold' to Buy', while also boosting its price target from $275 to $350. The revised target implies an upside of almost 20% from the current levels and even exceeds the stock's record high of just under $308 achieved last month.
TD Cowen cited Targa's expected Permian Basin wet gas growth and peer-leading EBITDA growth for the upgrade. The **** yst expects the company's free cash flow yield to rise from 6% in 2026 to more than 10% in 2028, compared with an estimated 8.5% FCF yield for peers in 2030. The improvement is expected to be driven by EBITDA growth from new processing plants and the completion of a major capital project in the Speedway NGL pipeline.
According to TD Cowen, a key driver for Targa's growth is the rising wet gas production in the Permian, which means that the **** yst's thesis is tied to physical volume growth rather than simply a higher-commodity price **** umption.
Targa's recently announced deal with ExxonMobil provides greater visibility into future volumes and infrastructure demand. The company has also planned three new natural gas processing plants in the Permian Delaware as part of the deal, with an aggregate capacity of roughly 825 MMcf/day. Targa expects this agreement to add significantly to its "strong growth rate well into the next decade and bolster its outlook for durable and growing adjusted free cash flow over the long term".

#exxonmobil #ebitda

Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the Middle East.
Following a slight pullback over the last few months, Shell has started to regain momentum, and Morgan Stanley expects the rally to continue. On September 3, the investment bank upgraded SHEL from 'Equal Weight' to 'Overweight', while also raising its price target from $81.60 to $101.30. The target boost implies an upside of 9% from the current levels and even exceeds Shell's previous record high of almost $95 per share achieved earlier this year.
Morgan Stanley noted that the concerns surrounding Shell's long-term resource longevity have now eased, with the company now positioned to sustain production growth through 2030 and stabilize output thereafter. The ******* yst firm believes that while the stock has been weighed down due to its dividend policy, there is now "potential for a significant acceleration. As a result, Morgan Stanley promoted SHEL to top-pick status.
Shell completed the acquisition of ARC Resources earlier this month, addressing the resource-depletion concerns that have weighed down its valuation. The $16.4 billion deal has significantly expanded the energy giant's gas reserves and will boost its production by 370,000 boed. Additionally, the strategic move expands Shell's exposure to the North American gas market and bolsters its position in a region that is emerging as a key player in the global LNG supply.
Shell's recent upstream investments provide further support to Morgan Stanley's bullish thesis. The company announced earlier this month that it had agreed to acquire a 30% interest in BP's Conifer exploration prospect in the US Gulf, and a 50% stake in the Tupinamba exploration block in Brazil's Santos Basin. Additionally, it also recently signed a preliminary agreement for the acquisition of production rights over Ghana's South Deepwater Tano Cape Three Points ‌oil and gas block.

#shel #production #energy #Stock

Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company's 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator's strategic acquisitions.
However, BMO Capital sees this pullback as an opportunity and on September 15, the firm upgraded ENB from 'Market Perform' to 'Outperform', while also slightly raising its price target from C$79 to C$79.50. The target boost implies an upside of 18% from the current levels.
The **** yst believes that Enbridge's scale, limited commodity exposure, and diversified **** ets are underappreciated. BMO also cited the company's improving visibility on growth, robust backlog, opportunistic acquisitions, and improved balance sheet as reasons behind the upgrade.
Enbridge's aggressive expansion strategy adds significantly to its bull case. The company announced on September 9 that it would acquire Tallgrass Energy's crude oil business for $2.55 billion in cash, expanding its US liquids pipeline network by buying a majority ‌stake in the Pony Express Pipeline and other **** ets. The midstream operator expects the acquisition to be accretive to distributable cash flow per share in the first full year of ownership.
Similarly, Enbridge announced last month that it had agreed to acquire Salt Creek Midstream's crude oil gathering business for $600 million in cash, further bolstering its presence in the prolific Permian Basin. The acquired **** ets have an average remaining contract life of about 10 years, providing ⁠stable long-term cash flows.

#visibility #target

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth.
On September 12, Goldman Sachs raised its price target to $115 from $106, citing improving underlying fundamentals. The hike follows the company's impressive fourth-quarter fiscal 2026 results, with revenues surging 33% to $1.2 billion and operating income rising $89 million to $147 million.
The robust revenue growth came as the company continued to attract more business interest-bearing loans. Interest income rose 35% in the fourth quarter, in line with a 33% increase in average net loans held for investment partners. More importantly, 80% of Affirm's direct-to-consumer product loans carried interest at quarter-end, giving the company an increasingly meaningful source of recurring interest income.
The investment bank has also touted the growth opportunity around Affirm Card, which is helping the company expand its relationship with consumers beyond individual BNPL transactions. Active cardholders more than doubled to 5.2 million, resulting in a 124% increase in Card GMV to $2.8 billion.
Management has already hinted at continued upside momentum by estimating a massive increase in GMV to $64 billion in fiscal 2027 and an adjusted operating margin of 30.5%. Against this backdrop, Wolfe Research ****** yst Darrin Peller upgraded the stock to Outperform with a $90 price target. According to the ****** yst, Affirm Holdings is a winner in the point-of-sale financing ****** e.

#interest #billion #company

Meta Platforms (META) has spent most of 2026 trading near $648 while the business behind it delivered record quarterly revenue. That growing mismatch has drawn a wave of ******* ysts who believe the stock is meaningfully underpriced.
Second-quarter revenue reached $60.8 billion, up 28% year over year, with a 31% operating margin, Meta's earnings press release confirmed.
At a forward price-to-earnings (P/E) ratio of 19, the stock trades below the S&P 500's approximately 22 times forward earnings.
Reaching $900 would require roughly 39% upside from current levels. Whether the target is realistic depends on how quickly Meta's artificial intelligence spending produces revenue beyond its advertising business.
Meta's advertising technology is producing gains that rival any growth story in big tech. Internal model upgrades drove an 8.3% lift in ad clicks and a 15.7% conversion gain on Facebook last quarter, 24/7 Wall St reported.

#business #year

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the launch means, and where the stock's story gets harder to read.
Start with what the product does. The upgraded system can pack 32 wavelengths onto a single pair of fibers, which Coherent says adds up to as much as 25.6Tbps of traffic on links running 2km to 200km. It is designed for the latest 800G coherent optics, and it configures itself, handling link setup and laser safety without a technician tuning each connection. Coherent also says the system is generally available and already shipping in high volume, in 400G and 800G versions that work with existing network setups. Madhu Krishnaswamy, who runs the company's telecom transport unit, describes the goal as easing the usual trade-off between raw performance and operational simplicity.
The launch also sits on top of a business that is already moving. On August 12, Coherent reported results for its fiscal fourth quarter, which ended June 30: revenue of $2.05 billion, up 34% from a year earlier. Non-GAAP earnings per share rose to $1.74 from $1.00, and CEO Jim Anderson noted that for the full year, that measure grew more than twice as fast as revenue. Management guided to revenue of $2.2 billion to $2.4 billion for the first quarter of fiscal 2027, and Anderson says AI data centers are increasingly moving from copper to optical links.
Now look at the two versions of profit. Coherent's non-GAAP earnings came to $1.74 per share, but under GAAP the figure was $1.19. The gap comes from items management leaves out, including stock-based pay, amortization on acquired intangibles, and restructuring and integration costs. Operating margin shows it more clearly, at 21.8% on a non-GAAP basis and 12.4% under GAAP. Some of those costs are non-cash, but they are real, and anyone anchoring on the higher figure is skipping them.
Then there is how much weight this launch can carry. The announcement puts no sales figure on the product, so its contribution to a company that booked $2.05 billion in a quarter cannot be sized from what has been published. The bullish story also rests on management's own read of where AI networks are headed, and on a capacity build-out that CFO Sherri Luther says gets priority in spending. Money spent on capacity only pays off if the demand management describes keeps arriving.

#quarter #launch #anderson

BuyWander says it plan to use the fresh capital to drive its expansion throughout the US, support technological upgrades, and bolster its executive team.
The investment was headed by Madrona Venture Group and Inspired Capital. Past supporters of the company include Triple Impact Capital, Silence Ventures, Animal Capital, as well as several angel investors.
The business currently has eight locations and has lately entered the Denver and Chicago markets, with a new warehouse site scheduled to open soon in Minneapolis.
BuyWander co-founder and CEO Jordan Allen said: "Retailers are sitting on billions of dollars in returned and overstocked inventory every year, and buyers are hungry for a better way to access it. We've seen that appetite play out in every market we've entered. This funding lets us bring that experience to more cities, faster, and put BuyWander in front of the next wave of buyers who are done with the old returns model."
Founded in 2023 by Jordan Allen and Brock Kowalchuk, BuyWander is an auction-based marketplace that links buyers with returned and surplus goods from retailers such as Amazon, Target and Walmart.

#capital #buyers #allen

XRP ranks last for Q4 after the CLARITY Act's Senate failure removed every legislative catalyst and invalidated year-end targets built around the bill.
Ethereum leads the Q4 outlook as the only coin carrying a dated technical upgrade still on the calendar, edging out Bitcoin and crushing XRP.
Bitcoin reclaiming $80,000 before the November midterms is the single falsifiable trigger that tightens the base scenario for all three coins.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
The U.S. Senate voted 49-50 against advancing the CLARITY Act on September 15, falling eleven votes short of the 60 needed to end debate. The defeat leaves crypto's market-structure rules in the hands of the SEC and CFTC rather than Congress, at least for the remainder of 2026.

#senate #learn #september

Intel (NASDAQ:INTC), the leading chip manufacturer, closed at $108.80, up 7.67%. Shares rose after news reports yesterday of a possible tie-up with SK Hynix (NASDAQ:SKHY). They continued to rise today, even though the South Korean firm issued a statement saying that nothing has been finalized.
Trading volume reached 147.2 million shares, coming in about 35% above its three-month average of 109.0 million shares.
The S&P 500 closed at 7,638, up 1.14%, while the Nasdaq Composite finished at 26,418, up 1.69%. Among semiconductors, Advanced Micro Devices closed at $545.09, up 6.36%, and Qualcomm closed at $188.71, up 2.09%, as chip-sector strength and memory-share momentum lifted the group.
Chip stocks rallied today after a rough week in which interest rate hikes and tech leaders' calls for a slowdown in artificial intelligence (AI) development weighed on the sector. Intel got an extra boost from a deal that may not even materialize: Even a whisper that SK Hynix might, possibly, maybe lease part of its Ohio complex or enter into a joint venture proved tantalizing to investors.
The difficulty with these types of speculative price jumps is that they often aren't sustainable. SK Hynix saying it is "exploring various options" is a long way from signing a deal. More concrete news? Barclays upgraded the stock from "Underperform" to "Overweight." Ultimately, Intel is well-placed to benefit from growing AI demand, but finding a client for its foundry business -- whether or not that's SK Hynix -- would represent a significant win.

#hynix #chip #saying

Crane Company (NYSE:CR) announced a definitive agreement on September 14 to acquire Trillium Flow Technologies' U.S. pump business for approximately $240 million. The operations primarily serve municipal water and wastewater customers and are expected to generate approximately $115 million in full-year revenue. Closing is expected in the fourth quarter, subject to regulatory approvals and customary conditions.
The acquisition would add Floway, Wemco, Roto-Jet and WSP to Process Flow Technologies. Their installed equipment base supports service, repair, retrofit and replacement demand, giving the transaction a recurring-revenue rationale.
Crane Company (NYSE:CR) disclosed a price of approximately 14.6 times estimated 2026 adjusted EBITDA. Adjusted EBITDA is a company-defined non-GAAP measure based on earnings before interest, taxes, depreciation, and amortization, with further adjustments. The announcement did not specify the target's adjustments or provide a GAAP reconciliation.
Water and wastewater systems require reliable pumping equipment throughout their operating lives. An established installed base creates opportunities to sell replacement parts, restore equipment, and upgrade performance long after the original sale.
For Crane Company (NYSE:CR), those customer relationships could make revenue less dependent on winning entirely new projects. Service capability and product familiarity may also help retain customers when equipment eventually needs replacement.

#NYSE

On September 10, 2026, Copart, Inc. (NASDAQ:CPRT) reported fourth-quarter results for the period ended July 31, 2026, and used the call to announce an all-cash acquisition of digital auto marketplace ACV Auctions. Revenue grew 2.4% to $1.2 billion, but gross profit fell 5.5% to $481.4 million and net income dropped 17.4% to $327.4 million. Diluted EPS came in at $0.35 against $0.41 a year earlier.
Wall Street spent the following days separating the deal from the quarter.
Barrington's Gary Prestopino saw enough in the transaction to move off the sidelines, upgrading Copart, Inc. (NASDAQ:CPRT) to Outperform from Market Perform with a $40 target. His argument is that combining Copart's physical network with ACV's digital marketplace, at an implied equity value of $1.9 billion or $10.50 per share in cash, creates an end-to-end remarketing platform and opens a new growth vector in dealer-to-dealer and commercial vehicle auctions.
JPMorgan's Jash Patwa had already upgraded Copart, Inc. (NASDAQ:CPRT) to Overweight from Neutral ahead of the print, raising his target to $40 from $32 on encouraging salvage industry channel checks, web scraping data showing Copart gaining share with a carrier across several states, and a collision cycle he sees turning more favorable as insurance penetration recovers.
Freedom Broker, which trimmed its target to $36 from $39 while keeping a Buy rating, called the report mixed but framed the ACV move as a strong pivot toward digital marketplace expansion.

#NASDAQ #cprt #auctions

Walmart exists to serve, said David Guggina, the president and CEO of its U.S. division.
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#david #fast #pass #Trump

SPCX trades at $151.89, up 5.86%, as Musk claims next-gen V3 satellites will push Starlink's total bandwidth 100x above today's levels.
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
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Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.

#musk #satellites #still #push

Union Pacific Corp (NYSE:UNP, XETRA:UNP) received a UBS upgrade to Buy from Neutral as the broker forecast stronger 2027 growth, excluding potential NSC merger benefits from its base case.
UBS raised its price target from $310 to $339, applying an unchanged multiple of 21 times its 2028 earnings forecast of $16.15 per share.
The bank expects intermodal volumes to grow 6% to 7% in 2027, citing current volume momentum and the relationship between intermodal performance and truckload pricing cycles.
Alongside industrial growth and a roughly neutral contribution from coal and grain, those intermodal gains underpin UBS's forecast for 3.5% total volume growth in 2027.
Low inventories should support steel shipments, while elevated energy prices should sustain petroleum and products volumes, the broker said.

#volume #union #pacific #corp