17 mins. ago
Texas quarterback Arch Manning, a redshirt junior, has been named to this year's Davey O'Brien Award preseason watch list, according to the Davey O'Brien Foundation's announcement this week.
The honor is given each season to college football's top quarterback.
Following Manning's notable victorious performance in the Cheez-It Citrus Bowl versus Michigan last season (after the Longhorns were robbed of a spot in the 12-team College Football Playoff just weeks prior), Manning was named to honor of the O'Brien Award's Postseason Great 8 list.
Several Longhorn legends have won the O'Brien Award over the years, including former Texas running back Earl Campbell in 1977 (back then, the award recognized the top player in southeastern U.S.), former Texas quarterback Vince Young following a BCS Championship-winning season in 2005, and, most recently, former Texas quarterback Colt McCoy following the Longhorns' most recent national championship appearance, in which Texas fell to Alabama in the 2009 BCS Championship game (McCoy was also a finalist for the O'Brien Award following the 2008 college football season.) Former Texas quarterback Quinn Ewers was an award semifinalist in 2024.
WHAT THEY'RE SAYING ABOUT THE LONGHORNS
#following #season #longhorns #college
The honor is given each season to college football's top quarterback.
Following Manning's notable victorious performance in the Cheez-It Citrus Bowl versus Michigan last season (after the Longhorns were robbed of a spot in the 12-team College Football Playoff just weeks prior), Manning was named to honor of the O'Brien Award's Postseason Great 8 list.
Several Longhorn legends have won the O'Brien Award over the years, including former Texas running back Earl Campbell in 1977 (back then, the award recognized the top player in southeastern U.S.), former Texas quarterback Vince Young following a BCS Championship-winning season in 2005, and, most recently, former Texas quarterback Colt McCoy following the Longhorns' most recent national championship appearance, in which Texas fell to Alabama in the 2009 BCS Championship game (McCoy was also a finalist for the O'Brien Award following the 2008 college football season.) Former Texas quarterback Quinn Ewers was an award semifinalist in 2024.
WHAT THEY'RE SAYING ABOUT THE LONGHORNS
#following #season #longhorns #college
1 hr. ago
Zoom Communications (ZM) shares have been ripping higher since late July, but a senior Bank of America ******* yst believes the rally is not out of steam just yet. ******* yst Matt Bullock reinstated coverage on the videoconferencing platform on Aug. 19 with a "Buy" rating and a $130 price target, indicating potential upside of more than 20% from here.
Versus its July low, Zoom stock is up nearly 30% at the time of writing.
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Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#versus
Versus its July low, Zoom stock is up nearly 30% at the time of writing.
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Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#versus
1 hr. ago
Marvell (MRVL) shares pushed higher on Wednesday after the semiconductor firm announced an expanded multi-year commercial agreement with Alphabet's (GOOG) (GOOGL) Google. In its press release, MRVL said it has issued GOOGL warrants to purchase up to 58.97 million of its shares valued at over $12 billion, tying equity vesting directly to future custom chip purchases.
Despite today's gains, Marvell stock is down more than 25% versus its year-to-date high.
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Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#million
Despite today's gains, Marvell stock is down more than 25% versus its year-to-date high.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#million
2 hours ago
A five-year correlation this low is not a statistical curiosity; it is what an earnings stream built on barrels and product margins looks like beside the index.
ExxonMobil (XOM) has gained 4.3% over the last five trading days while the S&P 500 slipped 0.5%, and a stock rising while the tape sags is the kind that gets chased. But the question that decides your outcome is different: how much of this return is its own story rather than the index you already own, and what owning it does to your swings. On five years of evidence, most of that return is not the index.
Most Of What Moves This Stock Is Not What Moves The Index
Over the past five years ExxonMobil's correlation to the S&P 500 has been 0.26, on a scale where 1.0 would mean lockstep. Gold, the ***** et investors hold precisely because it does its own thing, correlates to this stock at 0.1 over the same five years. The index reading is higher, and still describes a stock that has largely moved independently of the broad market. That independence has not cost return, though it has cost calm: the stock annualized 30.2% over that window against 13.2% for the index, at 26.7% volatility versus 17.2%.
Barrels And Product Margins Are What Set This Return Stream
#years #moves
ExxonMobil (XOM) has gained 4.3% over the last five trading days while the S&P 500 slipped 0.5%, and a stock rising while the tape sags is the kind that gets chased. But the question that decides your outcome is different: how much of this return is its own story rather than the index you already own, and what owning it does to your swings. On five years of evidence, most of that return is not the index.
Most Of What Moves This Stock Is Not What Moves The Index
Over the past five years ExxonMobil's correlation to the S&P 500 has been 0.26, on a scale where 1.0 would mean lockstep. Gold, the ***** et investors hold precisely because it does its own thing, correlates to this stock at 0.1 over the same five years. The index reading is higher, and still describes a stock that has largely moved independently of the broad market. That independence has not cost return, though it has cost calm: the stock annualized 30.2% over that window against 13.2% for the index, at 26.7% volatility versus 17.2%.
Barrels And Product Margins Are What Set This Return Stream
#years #moves
3 hours ago
Prediction markets price a 76% chance WMT beats earnings on August 20th, fueled by 26% eCommerce growth and a $30B buyback authorization.
Target has posted three straight quarters of sales declines while Walmart grew U.S. comps 4.1%, and Costco lacks Walmart's 37% advertising revenue engine.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Walmart (NYSE:WMT) screens as a low-deliberation candidate for a retirement portfolio heading into the Aug. 20 pre-market earnings release, and the setup is not close. Prediction-market traders are pricing a 75.5% probability of an earnings beat, the operating engine is compounding, and the capital-return machine is at its most aggressive posture in years. This is the kind of business retirees are supposed to own, and the catalyst window is 24 hours away.
Management guided Q2 FY27 to adjusted EPS of 72 cents to 74 cents on 4% to 5% constant-currency sales growth. Q1 FY27 already ran hot, with revenue of $175.68 billion (+6.1% YoY), global eCommerce up 26%, advertising up 37%, and membership fee revenue up 17%. The macro backdrop cooperates: BEA data shows June 2026 food spending at $1.573 trillion versus $1.527 trillion a year earlier, exactly the volume tailwind Walmart converts into share gains.
#walmart #revenue #prediction #engine
Target has posted three straight quarters of sales declines while Walmart grew U.S. comps 4.1%, and Costco lacks Walmart's 37% advertising revenue engine.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn't make the cut. Grab the names FREE today.
Walmart (NYSE:WMT) screens as a low-deliberation candidate for a retirement portfolio heading into the Aug. 20 pre-market earnings release, and the setup is not close. Prediction-market traders are pricing a 75.5% probability of an earnings beat, the operating engine is compounding, and the capital-return machine is at its most aggressive posture in years. This is the kind of business retirees are supposed to own, and the catalyst window is 24 hours away.
Management guided Q2 FY27 to adjusted EPS of 72 cents to 74 cents on 4% to 5% constant-currency sales growth. Q1 FY27 already ran hot, with revenue of $175.68 billion (+6.1% YoY), global eCommerce up 26%, advertising up 37%, and membership fee revenue up 17%. The macro backdrop cooperates: BEA data shows June 2026 food spending at $1.573 trillion versus $1.527 trillion a year earlier, exactly the volume tailwind Walmart converts into share gains.
#walmart #revenue #prediction #engine
4 hours ago
Is Sandisk (NASDAQ: SNDK) stock overbought... and overpriced?
Worries over a Morgan Stanley report yesterday, which compared the percentage of the S&P 500 index that is Sandisk stock versus the percentage Sandisk occupies in the portfolios of large institutional investors -- and concluded Sandisk is "over-owned" -- spooked investors yesterday. By close of trading, Sandisk stock had fallen 9%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As we approach the mid-day mark Wednesday, Sandisk stock continues to drift lower -- down 2.2% as of 11:30 a.m. ET.
Morgan Stanley's number-crunchers did what they do, calculating percentages and concluding that certain tech stocks, including Apple, Microsoft, and Amazon, are all "under-owned" (because institutions don't own as much of them as S&P does). Other stocks, and Sandisk in particular, are conversely "over-owned" -- because they're more popular on Wall Street.
#NVIDIA
Worries over a Morgan Stanley report yesterday, which compared the percentage of the S&P 500 index that is Sandisk stock versus the percentage Sandisk occupies in the portfolios of large institutional investors -- and concluded Sandisk is "over-owned" -- spooked investors yesterday. By close of trading, Sandisk stock had fallen 9%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As we approach the mid-day mark Wednesday, Sandisk stock continues to drift lower -- down 2.2% as of 11:30 a.m. ET.
Morgan Stanley's number-crunchers did what they do, calculating percentages and concluding that certain tech stocks, including Apple, Microsoft, and Amazon, are all "under-owned" (because institutions don't own as much of them as S&P does). Other stocks, and Sandisk in particular, are conversely "over-owned" -- because they're more popular on Wall Street.
#NVIDIA
4 hours ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's closing price. The silver price moved higher this morning, reaching $65 as of 8:55 a.m. ET.
Despite signs of strength Wednesday morning, the silver price is down about 9% for the year — after spiking in late January and then dipping into negative territory in March. Catalysts have included ongoing tensions in the Middle East and higher rate hike expectations. While the war in Iran is ongoing, the interest-rate outlook has improved. Silver has not meaningfully appreciated, however.
The metal's industrial applications add complexity to its price drivers relative to gold. As a result, silver tends to be far more volatile. The current gold-to-silver ratio near 68 is in line with the long-term average range of 50 and 80.
The opening price of silver futures on Wednesday, August 19, 2026, was 1% lower compared to Tuesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#morning
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's closing price. The silver price moved higher this morning, reaching $65 as of 8:55 a.m. ET.
Despite signs of strength Wednesday morning, the silver price is down about 9% for the year — after spiking in late January and then dipping into negative territory in March. Catalysts have included ongoing tensions in the Middle East and higher rate hike expectations. While the war in Iran is ongoing, the interest-rate outlook has improved. Silver has not meaningfully appreciated, however.
The metal's industrial applications add complexity to its price drivers relative to gold. As a result, silver tends to be far more volatile. The current gold-to-silver ratio near 68 is in line with the long-term average range of 50 and 80.
The opening price of silver futures on Wednesday, August 19, 2026, was 1% lower compared to Tuesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#morning
4 hours ago
The options market believes Alibaba (BABA) shares are poised to extend gains after the giant's first-quarter earnings, which are scheduled to be released on Aug. 20. That's significant given BABA is expected to report $1.77 in earnings per share (EPS), which would represent a 6.35% decline versus the same quarter last year.
Still, Alibaba stock is inching higher heading into the earnings event, currently up more than 35% versus its recent low.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#market #still
Still, Alibaba stock is inching higher heading into the earnings event, currently up more than 35% versus its recent low.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#market #still
7 hours ago
Kelsey Mitchell of the Indiana Fever hit the 20-point mark for the 21st consecutive game in Thursday's matchup versus the Dallas Wings.
Mitchell broke A'ja Wilson's record of 20 games, which was set across two seasons from the 2023 to 2024 campaign. Prior to Wilson's streak, the previous record was 13 games set by Diana Taurasi between the 2006 and 2007 seasons.
The record was set on a layup with 4.4 seconds remaining in the first half. Prior to that, Mitchell hit a technical foul free throw and a short jumper to get to 19 points. She was freed up for one more shot before halftime after Dallas' Paige Bueckers was whistled for grabbing Caitlin Clark's left arm while guarding her.
This story will be updated with more information.
#mitchell #indiana
Mitchell broke A'ja Wilson's record of 20 games, which was set across two seasons from the 2023 to 2024 campaign. Prior to Wilson's streak, the previous record was 13 games set by Diana Taurasi between the 2006 and 2007 seasons.
The record was set on a layup with 4.4 seconds remaining in the first half. Prior to that, Mitchell hit a technical foul free throw and a short jumper to get to 19 points. She was freed up for one more shot before halftime after Dallas' Paige Bueckers was whistled for grabbing Caitlin Clark's left arm while guarding her.
This story will be updated with more information.
#mitchell #indiana
7 hours ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#micron #capital #memory
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#micron #capital #memory
8 hours ago
Is Sandisk (NASDAQ: SNDK) stock overbought... and overpriced?
Worries over a Morgan Stanley report yesterday, which compared the percentage of the S&P 500 index that is Sandisk stock versus the percentage Sandisk occupies in the portfolios of large institutional investors -- and concluded Sandisk is "over-owned" -- spooked investors yesterday. By close of trading, Sandisk stock had fallen 9%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As we approach the mid-day mark Wednesday, Sandisk stock continues to drift lower -- down 2.2% as of 11:30 a.m. ET.
Morgan Stanley's number-crunchers did what they do, calculating percentages and concluding that certain tech stocks, including Apple, Microsoft, and Amazon, are all "under-owned" (because institutions don't own as much of them as S&P does). Other stocks, and Sandisk in particular, are conversely "over-owned" -- because they're more popular on Wall Street.
#sandisk #NVIDIA #signal #flashing
Worries over a Morgan Stanley report yesterday, which compared the percentage of the S&P 500 index that is Sandisk stock versus the percentage Sandisk occupies in the portfolios of large institutional investors -- and concluded Sandisk is "over-owned" -- spooked investors yesterday. By close of trading, Sandisk stock had fallen 9%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As we approach the mid-day mark Wednesday, Sandisk stock continues to drift lower -- down 2.2% as of 11:30 a.m. ET.
Morgan Stanley's number-crunchers did what they do, calculating percentages and concluding that certain tech stocks, including Apple, Microsoft, and Amazon, are all "under-owned" (because institutions don't own as much of them as S&P does). Other stocks, and Sandisk in particular, are conversely "over-owned" -- because they're more popular on Wall Street.
#sandisk #NVIDIA #signal #flashing
8 hours ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's closing price. The silver price moved higher this morning, reaching $65 as of 8:55 a.m. ET.
Despite signs of strength Wednesday morning, the silver price is down about 9% for the year — after spiking in late January and then dipping into negative territory in March. Catalysts have included ongoing tensions in the Middle East and higher rate hike expectations. While the war in Iran is ongoing, the interest-rate outlook has improved. Silver has not meaningfully appreciated, however.
The metal's industrial applications add complexity to its price drivers relative to gold. As a result, silver tends to be far more volatile. The current gold-to-silver ratio near 68 is in line with the long-term average range of 50 and 80.
The opening price of silver futures on Wednesday, August 19, 2026, was 1% lower compared to Tuesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#silver #price #august
Silver (SI=F) September futures opened at $63.43 per ounce on Wednesday, August 19, 2026, down 1% from Tuesday's closing price. The silver price moved higher this morning, reaching $65 as of 8:55 a.m. ET.
Despite signs of strength Wednesday morning, the silver price is down about 9% for the year — after spiking in late January and then dipping into negative territory in March. Catalysts have included ongoing tensions in the Middle East and higher rate hike expectations. While the war in Iran is ongoing, the interest-rate outlook has improved. Silver has not meaningfully appreciated, however.
The metal's industrial applications add complexity to its price drivers relative to gold. As a result, silver tends to be far more volatile. The current gold-to-silver ratio near 68 is in line with the long-term average range of 50 and 80.
The opening price of silver futures on Wednesday, August 19, 2026, was 1% lower compared to Tuesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#silver #price #august
9 hours ago
The options market believes Alibaba (BABA) shares are poised to extend gains after the giant's first-quarter earnings, which are scheduled to be released on Aug. 20. That's significant given BABA is expected to report $1.77 in earnings per share (EPS), which would represent a 6.35% decline versus the same quarter last year.
Still, Alibaba stock is inching higher heading into the earnings event, currently up more than 35% versus its recent low.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
#barron
Still, Alibaba stock is inching higher heading into the earnings event, currently up more than 35% versus its recent low.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
#barron
9 hours ago
Caitlin Clark and the Indiana Fever continued to deliver record-breaking TV viewership numbers as they soared up the WNBA standings with their wins over the Dallas Wings and Atlanta Dream.
Clark and Indiana's Aug. 14 win over the Dallas Wings on Ion last Friday averaged 1.62 million viewers to become the most-watched WNBA game ever on the network. It was also the most-watched telecast of any kind on Ion since Aug. 30, 2022. The game peaked with 2.2 million viewers.
Two days later, Clark and the Fever's overtime win over the Atlanta Dream on ESPN averaged 2.58 million viewers and peaked at 4 million viewers. That marked the largest-ever WNBA audience on cable. It beat the previous high of 2.54 million for Fever-Sun Game 2 in the first round of the 2024 playoffs, which is Caitlin Clark's most-recent playoff game.
The most-watched WNBA game this season was the Indiana Fever versus the Las Vegas Aces on NBC on July 12, which averaged 2.64 million viewers, making it the second-most-watched WNBA regular-season game since 2000.
Overall, the 12 largest WNBA audiences since 2000 have all occurred in the past three seasons and each have involved Clark. Nine Fever games, Clark's two appearances in the All-Star Game and the 2024 WNBA Draft in which Clark was selected first overall.
#game #viewers #since
Clark and Indiana's Aug. 14 win over the Dallas Wings on Ion last Friday averaged 1.62 million viewers to become the most-watched WNBA game ever on the network. It was also the most-watched telecast of any kind on Ion since Aug. 30, 2022. The game peaked with 2.2 million viewers.
Two days later, Clark and the Fever's overtime win over the Atlanta Dream on ESPN averaged 2.58 million viewers and peaked at 4 million viewers. That marked the largest-ever WNBA audience on cable. It beat the previous high of 2.54 million for Fever-Sun Game 2 in the first round of the 2024 playoffs, which is Caitlin Clark's most-recent playoff game.
The most-watched WNBA game this season was the Indiana Fever versus the Las Vegas Aces on NBC on July 12, which averaged 2.64 million viewers, making it the second-most-watched WNBA regular-season game since 2000.
Overall, the 12 largest WNBA audiences since 2000 have all occurred in the past three seasons and each have involved Clark. Nine Fever games, Clark's two appearances in the All-Star Game and the 2024 WNBA Draft in which Clark was selected first overall.
#game #viewers #since
11 hours ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#eagle #memory #investor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#eagle #memory #investor
11 hours ago
The S&P 500 Index (SPX) is trading near all-time highs, which is nothing new over the past several years. But there has been a sudden interest in hedging against a volatility spike. That's evident in the 10-day buy-to-open (BTO) call/put ratio for Cboe Market Volatility Index (VIX) options. A spike in VIX call buying has pushed the ratio above 6.0, which has been reached just a handful of times since 2025.
The VIX measures the expected volatility of the SPX over the next 30 days. Since the VIX tends to rise when the SPX falls, portfolio managers often use VIX calls to hedge against a sharp market downturn.
There's a contrarian argument, however, that if investors are hedged against a selloff, they may be less likely to panic sell, minimizing the likelihood of a sharp pullback. An alternative theory is that VIX option buyers are more sophisticated traders, and the unusual spike in call buying could be smart money. If so, SPX underperformance over the short- to medium-term wouldn't be surprising. Instead of taking a side, I'm examining the historical data to see which theory holds up.
The table below shows how the SPX performed after the VIX 10-Day BTO Call/Put Ratio spiked above 6.0. I only counted the first spike in at least a month. The second table shows typical index returns for comparison, while the overall results show a clear theory winner. VIX option traders have historically appeared as smart money investors rather than overly cautious investors. The SPX significantly underperformed after previous spikes in the ratio.
Since 2014, there have been 31 instances when the VIX BTO call/put ratio spiked above 6.0. Over the following two weeks, the SPX averaged a loss of 0.60%, with only 45% of returns positive. For comparison, the index typically gained 0.50% over two-week periods with 64% of returns positive. In the three months following a spike, the SPX lost 0.65% on average with 60% of returns positive, versus a typical three-month gain of 3.11% and 75% positive.
#above
The VIX measures the expected volatility of the SPX over the next 30 days. Since the VIX tends to rise when the SPX falls, portfolio managers often use VIX calls to hedge against a sharp market downturn.
There's a contrarian argument, however, that if investors are hedged against a selloff, they may be less likely to panic sell, minimizing the likelihood of a sharp pullback. An alternative theory is that VIX option buyers are more sophisticated traders, and the unusual spike in call buying could be smart money. If so, SPX underperformance over the short- to medium-term wouldn't be surprising. Instead of taking a side, I'm examining the historical data to see which theory holds up.
The table below shows how the SPX performed after the VIX 10-Day BTO Call/Put Ratio spiked above 6.0. I only counted the first spike in at least a month. The second table shows typical index returns for comparison, while the overall results show a clear theory winner. VIX option traders have historically appeared as smart money investors rather than overly cautious investors. The SPX significantly underperformed after previous spikes in the ratio.
Since 2014, there have been 31 instances when the VIX BTO call/put ratio spiked above 6.0. Over the following two weeks, the SPX averaged a loss of 0.60%, with only 45% of returns positive. For comparison, the index typically gained 0.50% over two-week periods with 64% of returns positive. In the three months following a spike, the SPX lost 0.65% on average with 60% of returns positive, versus a typical three-month gain of 3.11% and 75% positive.
#above
15 hours ago
Moderna (MRNA) surged 177% and Merck (MRK) rose 12.5% after their mRNA cancer vaccine met key Phase 3 melanoma trial goals.
Phase 2b data showed a 49% reduction in recurrence or death versus Keytruda alone, with nine studies now underway across multiple cancer types.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Merck didn't make the cut. Grab the names FREE today.
Moderna (NASDAQ:MRNA) shares have crashed 20% as of 12:00 PM ET on Thursday after delivering one of the biotech sector's most extraordinary single-day moves of 2026. CNBC co-anchor Andrew Ross Sorkin told viewers that Moderna's Phase 3 results for its experimental cancer vaccine sent the stock soaring 177% on Wednesday, while partner Merck (NYSE:MRK) rallied 12.5%.
As Sorkin summarized on air, "The mRNA based shot, in combination with Merck's immunotherapy called Keytruda, met key goals in a trial of patients with higher risk or advanced melanoma whose detectable cancer had been removed."
#mrna #merck #phase #sorkin
Phase 2b data showed a 49% reduction in recurrence or death versus Keytruda alone, with nine studies now underway across multiple cancer types.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Merck didn't make the cut. Grab the names FREE today.
Moderna (NASDAQ:MRNA) shares have crashed 20% as of 12:00 PM ET on Thursday after delivering one of the biotech sector's most extraordinary single-day moves of 2026. CNBC co-anchor Andrew Ross Sorkin told viewers that Moderna's Phase 3 results for its experimental cancer vaccine sent the stock soaring 177% on Wednesday, while partner Merck (NYSE:MRK) rallied 12.5%.
As Sorkin summarized on air, "The mRNA based shot, in combination with Merck's immunotherapy called Keytruda, met key goals in a trial of patients with higher risk or advanced melanoma whose detectable cancer had been removed."
#mrna #merck #phase #sorkin
16 hours ago
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Gold (GC=F) December futures opened at $4,580 per troy ounce on Thursday, August 20, 2026, up 0.8% from Wednesday's closing price. The price of gold is down this morning at $4,535.80 per troy ounce as of 9:03 a.m. ET.
The gold price rose Thursday morning after two significant economic announcements on Wednesday. The U.S. Treasury said it would increase its purchase of long-term bonds as a maintenance measure. The benchmark 10-year Treasury rate (^TNX) subsequently declined by more than 5 basis points and the 30-year benchmark (^TYX) fell 9 basis points. The same day, the Fed released minutes from the July meeting indicating several committee members had argued for rate increases.
Traders responded primarily to the Treasury announcement, pushing gold above $4,500 for the first time since early June. Lower interest rates benefit the gold price by reducing its holding cost relative to yield-bearing ******* ets.
The opening price of gold futures on Thursday, August 20, 2026, was up 0.8% from Wednesday's closing price. Here's a look at how the opening gold price has changed versus last week, month, and year:
#treasury #futures #ounce #closing
Gold (GC=F) December futures opened at $4,580 per troy ounce on Thursday, August 20, 2026, up 0.8% from Wednesday's closing price. The price of gold is down this morning at $4,535.80 per troy ounce as of 9:03 a.m. ET.
The gold price rose Thursday morning after two significant economic announcements on Wednesday. The U.S. Treasury said it would increase its purchase of long-term bonds as a maintenance measure. The benchmark 10-year Treasury rate (^TNX) subsequently declined by more than 5 basis points and the 30-year benchmark (^TYX) fell 9 basis points. The same day, the Fed released minutes from the July meeting indicating several committee members had argued for rate increases.
Traders responded primarily to the Treasury announcement, pushing gold above $4,500 for the first time since early June. Lower interest rates benefit the gold price by reducing its holding cost relative to yield-bearing ******* ets.
The opening price of gold futures on Thursday, August 20, 2026, was up 0.8% from Wednesday's closing price. Here's a look at how the opening gold price has changed versus last week, month, and year:
#treasury #futures #ounce #closing
16 hours ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Silver (SI=F) September futures opened at $67.08 per ounce on Thursday, August 20, 2026, up 1.9% from Wednesday's closing price. The silver price moved lower this morning, reaching $66.81 as of 9:04 a.m. ET.
The silver price opened higher Thursday morning after long-term Treasury yields declined on Wednesday. The decline followed a U.S. Treasury announcement that it would double buybacks of long-term bonds over the next few months. The doubling of repurchases, to $4 billion or more per operation, is not significant in a market worth $32 trillion according to ***** ysts. Its effect on the long-term borrowing costs will likely be short term.
The quick decline in yields did benefit silver, however. The metal briefly rose above $67 for the first time since June before moderating.
The opening price of silver futures on Thursday, August 20, 2026, was 1.9% higher compared to Wednesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#thursday #long
Silver (SI=F) September futures opened at $67.08 per ounce on Thursday, August 20, 2026, up 1.9% from Wednesday's closing price. The silver price moved lower this morning, reaching $66.81 as of 9:04 a.m. ET.
The silver price opened higher Thursday morning after long-term Treasury yields declined on Wednesday. The decline followed a U.S. Treasury announcement that it would double buybacks of long-term bonds over the next few months. The doubling of repurchases, to $4 billion or more per operation, is not significant in a market worth $32 trillion according to ***** ysts. Its effect on the long-term borrowing costs will likely be short term.
The quick decline in yields did benefit silver, however. The metal briefly rose above $67 for the first time since June before moderating.
The opening price of silver futures on Thursday, August 20, 2026, was 1.9% higher compared to Wednesday's closing price. Here's how today's opening silver price has changed versus last week, month, and year:
#thursday #long
20 hours ago
The Washington Commanders' offensive line has come under scrutiny during training camp. Nick Allegretti, the Commanders' guard-turned-center who's been tabbed to replace Tyler Biadasz, missed much of training camp with a calf strain. Then, star left tackle Laremy Tunsil tore his triceps muscle, a season-ending injury that happened before the season even started.
Allegretti returned to practice this week, and while there will be a ramp-up period, the hope is that he'll be ready to go for Week 1. Unfortunately, he did leave Wednesday's practice early.
In place of Tunsil, the Commanders have selected Brandon Coleman, who was the starting left tackle in 2024. Because of all of these changes, the Commanders' offensive line has been under the microscope, but right guard Sam Cosmi says he can't wait to prove people wrong this season.
"I can go down the line," Cosmi says. "I'm excited for BC's opportunity again to play at left tackle; I think he has all the measurables and athleticism to be very successful at that position. Chris Paul is a monster. I know a lot of people; he's an under-the-radar type thing. Nicky's very smart, very athletic. And then you have Josh (Conerly), who's come into year two and is showing a big improvement in knowledge and technique, so I'm excited about our whole O-line."
One thing that seems common for the Commanders this season is hearing what the players are saying versus what the rest of the league and media outlets believe. This entire Commanders' roster has embraced everything their coaches are preaching. They are putting in the work to get to know new faces, the veterans are imparting their knowledge to the younger players, and everyone is making a concentrated effort to be on the same page.
#allegretti #cosmi #week
Allegretti returned to practice this week, and while there will be a ramp-up period, the hope is that he'll be ready to go for Week 1. Unfortunately, he did leave Wednesday's practice early.
In place of Tunsil, the Commanders have selected Brandon Coleman, who was the starting left tackle in 2024. Because of all of these changes, the Commanders' offensive line has been under the microscope, but right guard Sam Cosmi says he can't wait to prove people wrong this season.
"I can go down the line," Cosmi says. "I'm excited for BC's opportunity again to play at left tackle; I think he has all the measurables and athleticism to be very successful at that position. Chris Paul is a monster. I know a lot of people; he's an under-the-radar type thing. Nicky's very smart, very athletic. And then you have Josh (Conerly), who's come into year two and is showing a big improvement in knowledge and technique, so I'm excited about our whole O-line."
One thing that seems common for the Commanders this season is hearing what the players are saying versus what the rest of the league and media outlets believe. This entire Commanders' roster has embraced everything their coaches are preaching. They are putting in the work to get to know new faces, the veterans are imparting their knowledge to the younger players, and everyone is making a concentrated effort to be on the same page.
#allegretti #cosmi #week
1 day ago
IYR is up 13% year to date but pays a low single-digit yield, while IYRI converts the same REIT exposure into monthly distributions yielding nearly 11%.
KBWY has surged 23% year to date, confirming the REIT rebound that the NEOS team behind SPYI harvests as income through IYRI's covered-call overlay.
IYRI's call overlay caps price gains at 10% versus IYR's 13%, and 2026 distributions have drifted lower as softening volatility thins call premiums.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The iShares U.S. Real Estate ETF (NYSEARCA:IYR) is having a moment. Shares are up 12.77% year to date and 13.57% over the last twelve months, finally outperforming the broader market as capital rotates back into rate-sensitive sectors. If you own IYR for real estate exposure, that rebound is exactly what you signed up for. IYR is a passive index tracker, though, and its distribution yield sits in the low single digits. Investors who bought a REIT fund specifically to collect income now have a specific alternative from the team behind the popular SPYI and QQQI covered-call ETFs, and it is currently paying a distribution rate near 11%.
#call #spyi
KBWY has surged 23% year to date, confirming the REIT rebound that the NEOS team behind SPYI harvests as income through IYRI's covered-call overlay.
IYRI's call overlay caps price gains at 10% versus IYR's 13%, and 2026 distributions have drifted lower as softening volatility thins call premiums.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The iShares U.S. Real Estate ETF (NYSEARCA:IYR) is having a moment. Shares are up 12.77% year to date and 13.57% over the last twelve months, finally outperforming the broader market as capital rotates back into rate-sensitive sectors. If you own IYR for real estate exposure, that rebound is exactly what you signed up for. IYR is a passive index tracker, though, and its distribution yield sits in the low single digits. Investors who bought a REIT fund specifically to collect income now have a specific alternative from the team behind the popular SPYI and QQQI covered-call ETFs, and it is currently paying a distribution rate near 11%.
#call #spyi
1 day ago
RKT trades 40% below its 52-week high but outpaced UWMC, falling just 2% Monday versus UWMC's sharper 6% drop.
REM's 52-week range of $20 to $24 and MTG's less than 1% Monday slip reflect broad mortgage sector rate sensitivity.
Rocket's technology platform and scale position it to capture mortgage market share if rates fall and industry consolidation accelerates.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Companies didn't make the cut. Grab the names FREE today.
Rocket Companies (NYSE:RKT) stock is slipping 2% to $14.50 in Tuesday trading after falling 2% Monday as higher rates and weak mortgage activity continued to weigh on the housing market. Rocket Companies stock remains more than 40% below its $24.36 52-week high, showing that the recent recovery has yet to erase the damage from the housing slowdown.
#week #high #market
REM's 52-week range of $20 to $24 and MTG's less than 1% Monday slip reflect broad mortgage sector rate sensitivity.
Rocket's technology platform and scale position it to capture mortgage market share if rates fall and industry consolidation accelerates.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Companies didn't make the cut. Grab the names FREE today.
Rocket Companies (NYSE:RKT) stock is slipping 2% to $14.50 in Tuesday trading after falling 2% Monday as higher rates and weak mortgage activity continued to weigh on the housing market. Rocket Companies stock remains more than 40% below its $24.36 52-week high, showing that the recent recovery has yet to erase the damage from the housing slowdown.
#week #high #market
1 day ago
Micron (MU) beat Q3 consensus by 18%, expanded gross margin to 85%, and guided Q4 revenue to a record $50B.
Sandisk (SNDK) and Western Digital (WDC) trade at forward P/Es of 26 and 18, versus Micron's strikingly cheap 6, signaling deep value or cycle risk.
Sixteen Strategic Customer Agreements lock in roughly $100B of minimum-priced revenue, giving Micron floor pricing CEO Mehrotra says exceeds any past cycle margin.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) closed the most recent session at $1,011.75, capping a 254.71% year-to-date run driven by an AI memory cycle that CEO Sanjay Mehrotra called a structural transformation of the industry.
#cycle #Margin
Sandisk (SNDK) and Western Digital (WDC) trade at forward P/Es of 26 and 18, versus Micron's strikingly cheap 6, signaling deep value or cycle risk.
Sixteen Strategic Customer Agreements lock in roughly $100B of minimum-priced revenue, giving Micron floor pricing CEO Mehrotra says exceeds any past cycle margin.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) closed the most recent session at $1,011.75, capping a 254.71% year-to-date run driven by an AI memory cycle that CEO Sanjay Mehrotra called a structural transformation of the industry.
#cycle #Margin
1 day ago
Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.
Cisco Systems (CSCO) builds the plumbing for the digital world. For decades, its networking equipment has directed traffic across the internet and inside corporate data centers. Now, the market is betting that the explosion in artificial intelligence is creating a gusher of new demand for its gear. The stock's trend strength ranks in the top 8% of large U.S. companies, a clear signal of investor conviction. But after a roughly 67% run over the past year, the question for any would-be buyer is sharp and unavoidable: is this a genuine business super cycle with room to run, or is all the good news already baked into the price?
Photo by Zozz_ on Pixabay
Is This A Real Business Super Cycle, Or Just A Stock Chart?
The momentum here reflects more than a line on a chart; a formidable business engine powers it. Cisco's operating margin over the last twelve months is 24%, comfortably ahead of the S&P 500 median of 18.4%. Revenue growth is also outpacing the market, at 9.2% versus an index median of 8.3%. This isn't a fluke; the company's three-year average operating margin is a sturdy 24%.
#super #momentum
Cisco Systems (CSCO) builds the plumbing for the digital world. For decades, its networking equipment has directed traffic across the internet and inside corporate data centers. Now, the market is betting that the explosion in artificial intelligence is creating a gusher of new demand for its gear. The stock's trend strength ranks in the top 8% of large U.S. companies, a clear signal of investor conviction. But after a roughly 67% run over the past year, the question for any would-be buyer is sharp and unavoidable: is this a genuine business super cycle with room to run, or is all the good news already baked into the price?
Photo by Zozz_ on Pixabay
Is This A Real Business Super Cycle, Or Just A Stock Chart?
The momentum here reflects more than a line on a chart; a formidable business engine powers it. Cisco's operating margin over the last twelve months is 24%, comfortably ahead of the S&P 500 median of 18.4%. Revenue growth is also outpacing the market, at 9.2% versus an index median of 8.3%. This isn't a fluke; the company's three-year average operating margin is a sturdy 24%.
#super #momentum
1 day ago
Welcome to Midnight Mania!
Let's start the night off by taking a look back over the three biggest stories of Wednesday, Aug. 19, 2026.
Dana White responds to Khamzat's UFC demands — and 'Borz' fans are not gonna like the answer: This is textbook Uncle Dana non-answer.
Jon Jones slams Daniel Cormier for calling Khabib the GOAT: 'Jealousy runs so deep through your blood': "Bones" knows how to make the conversation about himself each and every time. It's a gift!
Oh Lord! Yair Rodriguez bails on Noche UFC 4 main event, Jean Silva gets new opponent (Updated): Jean Silva never should have been booked versus Yair anyway — a **** le eliminator vs. "Aljo" was the real move.
#dana #welcome #midnight #wednesday
Let's start the night off by taking a look back over the three biggest stories of Wednesday, Aug. 19, 2026.
Dana White responds to Khamzat's UFC demands — and 'Borz' fans are not gonna like the answer: This is textbook Uncle Dana non-answer.
Jon Jones slams Daniel Cormier for calling Khabib the GOAT: 'Jealousy runs so deep through your blood': "Bones" knows how to make the conversation about himself each and every time. It's a gift!
Oh Lord! Yair Rodriguez bails on Noche UFC 4 main event, Jean Silva gets new opponent (Updated): Jean Silva never should have been booked versus Yair anyway — a **** le eliminator vs. "Aljo" was the real move.
#dana #welcome #midnight #wednesday
1 day ago
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Hoogland Restaurant Group, Marco's Pizza's largest franchisee, is reiterating its confidence in the chain by adding five new stores to its portfolio and bringing its footprint to 120 locations in 14 states. The new stores are located in Lewisville, Fort Worth, Saginaw, and North Richland Hills, Texas, and Pigeon Forge, Tennessee.
"With the economic headwinds in today's QSR environment, it's a testament to our team to be growing rather than contracting," HRG President McLain Hoogland said in a statement. "We're proud to add these locations to our family of stores."
This expansion comes as Marco's accelerates its national and international growth. The company is targeting more than 80 new store openings this year, including the West Coast. In 2025, Marco's domestic footprint included 1,196 locations, marking a 2.9% increase versus 2024, according to Technomic.
To support this growth, Marco's is currently developing a new Operations Center of Excellence in Orlando, Florida, designed to elevate franchisee training and strengthen operational execution. The hub, expected to open in the fall, is backed by an investment of more than $1 million and includes a training kitchen and office ****** e to house approximately 50 corporate team members. Marco's also recently added two industry veterans to its leadership team in Steve Kennedy, chief marketing officer, and Bill Schaffler, chief financial officer.
#footprint #chief
Hoogland Restaurant Group, Marco's Pizza's largest franchisee, is reiterating its confidence in the chain by adding five new stores to its portfolio and bringing its footprint to 120 locations in 14 states. The new stores are located in Lewisville, Fort Worth, Saginaw, and North Richland Hills, Texas, and Pigeon Forge, Tennessee.
"With the economic headwinds in today's QSR environment, it's a testament to our team to be growing rather than contracting," HRG President McLain Hoogland said in a statement. "We're proud to add these locations to our family of stores."
This expansion comes as Marco's accelerates its national and international growth. The company is targeting more than 80 new store openings this year, including the West Coast. In 2025, Marco's domestic footprint included 1,196 locations, marking a 2.9% increase versus 2024, according to Technomic.
To support this growth, Marco's is currently developing a new Operations Center of Excellence in Orlando, Florida, designed to elevate franchisee training and strengthen operational execution. The hub, expected to open in the fall, is backed by an investment of more than $1 million and includes a training kitchen and office ****** e to house approximately 50 corporate team members. Marco's also recently added two industry veterans to its leadership team in Steve Kennedy, chief marketing officer, and Bill Schaffler, chief financial officer.
#footprint #chief
2 days ago
On August 6, Corvus Pharmaceuticals (NASDAQ:CRVS) held its second-quarter 2026 earnings call, and the story was almost entirely about one molecule. Soquelitinib, the company's oral ITK inhibitor, is now being tested across five different diseases at once, from a rare blood cancer to asthma. That kind of breadth from a single-asset biotech is either a sign of real conviction in the science or a company spreading itself thin before it has proven anything. The quarter's numbers and trial updates offer evidence for both readings.
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ***** ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.
#company
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ***** ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.
#company
2 days ago
Sustainability might make for good marketing, but it doesn't guarantee financial success.
Surveys and spending data alike indicate that many consumers do value sustainability —and, in some categories, are willing to pay a premium. However, that willingness is highly variable, depending on the product, price point, and the type of benefit offered.
"Many executives, especially in the consumer-packaged-goods (CPG) sector, find that sustainable products still struggle to capture meaningful market share," according to an April report from McKinsey.
Consumers may say they want sustainable products, but their actions show that comes with serious caveats. The gap between what consumers say about sustainability and what they actually buy is typically described as an "intent versus action" gap.
Anna Granskog, who leads the European Green Business Building work as part of McKinsey Sustainability, thinks that framing oversimplifies the problem.
#sustainable #anna
Surveys and spending data alike indicate that many consumers do value sustainability —and, in some categories, are willing to pay a premium. However, that willingness is highly variable, depending on the product, price point, and the type of benefit offered.
"Many executives, especially in the consumer-packaged-goods (CPG) sector, find that sustainable products still struggle to capture meaningful market share," according to an April report from McKinsey.
Consumers may say they want sustainable products, but their actions show that comes with serious caveats. The gap between what consumers say about sustainability and what they actually buy is typically described as an "intent versus action" gap.
Anna Granskog, who leads the European Green Business Building work as part of McKinsey Sustainability, thinks that framing oversimplifies the problem.
#sustainable #anna
2 days ago
KBW kept its Market Perform rating and $4.50 price target on HIVE (NASDAQ: HIVE) on Monday after the operator posted better-than-expected EBITDA and expanded its contracted AI cloud revenue. The target implies about 67% upside from the $2.69 share price cited in the note.
Analyst Stephen Glagola said HIVE generated fiscal first-quarter 2027 revenue of $79.1 million, above KBW's $77.9 million estimate but below the $82.2 million consensus. Gross margin reached 30.6%, compared with KBW's 29.7% forecast.
KBW-defined EBITDA was $15.2 million, topping the bank's $13.2 million estimate and the $11.7 million consensus. Cash G&A declined 4% sequentially to $9 million, versus KBW's $9.9 million estimate, while HIVE's adjusted EBITDA was $13.4 million.
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HIVE's AI cloud subsidiary has secured two multi-year reserved GPU contracts in British Columbia since its previous earnings call. The agreements carry combined annual recurring revenue of about $143 million, modestly above KBW's $135 million model and prior management guidance.
#estimate #price #cloud
Analyst Stephen Glagola said HIVE generated fiscal first-quarter 2027 revenue of $79.1 million, above KBW's $77.9 million estimate but below the $82.2 million consensus. Gross margin reached 30.6%, compared with KBW's 29.7% forecast.
KBW-defined EBITDA was $15.2 million, topping the bank's $13.2 million estimate and the $11.7 million consensus. Cash G&A declined 4% sequentially to $9 million, versus KBW's $9.9 million estimate, while HIVE's adjusted EBITDA was $13.4 million.
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HIVE's AI cloud subsidiary has secured two multi-year reserved GPU contracts in British Columbia since its previous earnings call. The agreements carry combined annual recurring revenue of about $143 million, modestly above KBW's $135 million model and prior management guidance.
#estimate #price #cloud
2 days ago
The Cincinnati Bengals' first offensive selection during the 2026 NFL Draft, Connor Lew, was inactive vs. the Detroit Lions. After tearing his left ACL during October of 2025, the Bengals are being cautious in easing him back into full contact on a regular basis. He has been getting some first- and second-team action in camp, but the next step will be to see if he plays in one of the final two preseason games.
Colbie Young was also a fourth-round draft selection for the Bengals. He has made quite the impression so far during camp. That continued with a couple of catches versus Detroit. He finished the game with two receptions for 28 yards. He could have had a third catch, but it was knocked away on a contested catch opportunity.
Young could push Andrei Iosivas for snaps at the third receiver position throughout the season. His size, strength in his hands, and ability to generally win those contested catch situations are all standout traits.
Brian Parker II was a sixth-round draft selection for the Bengals this year. He played mostly right tackle during his time at Duke. For the Bengals, he has moved almost exclusively to the interior so far in camp. The majority of his snaps against the Lions came at left guard, with a handful at center late in the game.
I thought Parker looked really good, especially in pass protection. He has such a calm presence for a young lineman. He doesn't panic, and he trusts his technique. He also has the athleticism to recover when it is needed.
#parker
Colbie Young was also a fourth-round draft selection for the Bengals. He has made quite the impression so far during camp. That continued with a couple of catches versus Detroit. He finished the game with two receptions for 28 yards. He could have had a third catch, but it was knocked away on a contested catch opportunity.
Young could push Andrei Iosivas for snaps at the third receiver position throughout the season. His size, strength in his hands, and ability to generally win those contested catch situations are all standout traits.
Brian Parker II was a sixth-round draft selection for the Bengals this year. He played mostly right tackle during his time at Duke. For the Bengals, he has moved almost exclusively to the interior so far in camp. The majority of his snaps against the Lions came at left guard, with a handful at center late in the game.
I thought Parker looked really good, especially in pass protection. He has such a calm presence for a young lineman. He doesn't panic, and he trusts his technique. He also has the athleticism to recover when it is needed.
#parker
