9 days ago
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If you've been worried sick about higher prices, one of Wall Street's most-watched bulls has a message for you: relief may be on the way.
"I think the probabilities are really high. It's going to drop," Tom Lee, co-founder of Fundstrat Global Advisors, said of inflation in a Sept. 25 interview.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#finance #earn
If you've been worried sick about higher prices, one of Wall Street's most-watched bulls has a message for you: relief may be on the way.
"I think the probabilities are really high. It's going to drop," Tom Lee, co-founder of Fundstrat Global Advisors, said of inflation in a Sept. 25 interview.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#finance #earn
10 days ago
Jennifer Lopez has reportedly been warned that her feelings for Ben Affleck could end in "disaster." The former couple has always had a tumultuous relationship. They got engaged in 2002 but eventually called off their wedding. However, the pair reunited in 2021 and tied the knot in 2022.
They later split, and the singer filed for divorce in August 2024. Lopez's friends are reportedly worried that, if given the chance, she could get back together with Affleck, which they say would be a "disaster."
Jennifer Lopez is allegedly still attached to Ben Affleck, and that is concerning her inner circle. The couple has always had an on-and-off relationship. They got married in Las Vegas, and their divorce was finalized in early 2025. The "On the Floor" singer is currently single. However, a report by Heat World suggests that she may still be carrying feelings for her ex-husband.
The source said that Lopez keeps telling people that they are just friends and that she doesn't have any romantic feelings for him. However, it's allegedly easily noticeable that she is still very attached to the "Argo" actor. The source continued, " Most people in her world believe she'd jump at another chance with him, but there is no doubt it would end in disaster because they're just way too different."
According to the source, people close to them know that they are better off as friends. However, they also claim that Lopez hasn't fully accepted the fact that they cannot work as a couple. Meanwhile, Affleck is also focusing on himself rather than the dating game. A source said, "Ben says he's trying to better himself and part of that is being very intentional with who he's dating, which has meant a lot more time alone."
#disaster
They later split, and the singer filed for divorce in August 2024. Lopez's friends are reportedly worried that, if given the chance, she could get back together with Affleck, which they say would be a "disaster."
Jennifer Lopez is allegedly still attached to Ben Affleck, and that is concerning her inner circle. The couple has always had an on-and-off relationship. They got married in Las Vegas, and their divorce was finalized in early 2025. The "On the Floor" singer is currently single. However, a report by Heat World suggests that she may still be carrying feelings for her ex-husband.
The source said that Lopez keeps telling people that they are just friends and that she doesn't have any romantic feelings for him. However, it's allegedly easily noticeable that she is still very attached to the "Argo" actor. The source continued, " Most people in her world believe she'd jump at another chance with him, but there is no doubt it would end in disaster because they're just way too different."
According to the source, people close to them know that they are better off as friends. However, they also claim that Lopez hasn't fully accepted the fact that they cannot work as a couple. Meanwhile, Affleck is also focusing on himself rather than the dating game. A source said, "Ben says he's trying to better himself and part of that is being very intentional with who he's dating, which has meant a lot more time alone."
#disaster
11 days ago
Before we get worried about recessions or market crashes, let's put a 10% drop in context. Going back to 1980, the S&P 500 has fallen 10% or more in roughly half of all calendar years, and a correction of that size has historically shown up about once every 12 to 18 months.
What makes a 10% decline packed into a single month unusual isn't the size of the drop, it's the speed: that kind of compressed move tends to show up during sudden shocks rather than the slower grind most corrections take. Even so, it's happened before, and the market has recovered every time.
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 »
My goal here isn't to predict whether October brings one. It's to point to three consumer businesses whose underlying demand doesn't particularly care what the stock market does that month.
Procter & Gamble (NYSE: PG) makes Tide, Pampers, Crest, and Gillette. These products are the kind of household basics people buy again almost automatically, recession or not. That steadiness shows up in the numbers. P&G generated more than $87 billion in revenue in its 2026 fiscal year and returned over $15 billion to shareholders through dividends and buybacks.
#market #flashing #every #month
What makes a 10% decline packed into a single month unusual isn't the size of the drop, it's the speed: that kind of compressed move tends to show up during sudden shocks rather than the slower grind most corrections take. Even so, it's happened before, and the market has recovered every time.
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 »
My goal here isn't to predict whether October brings one. It's to point to three consumer businesses whose underlying demand doesn't particularly care what the stock market does that month.
Procter & Gamble (NYSE: PG) makes Tide, Pampers, Crest, and Gillette. These products are the kind of household basics people buy again almost automatically, recession or not. That steadiness shows up in the numbers. P&G generated more than $87 billion in revenue in its 2026 fiscal year and returned over $15 billion to shareholders through dividends and buybacks.
#market #flashing #every #month
11 days ago
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Social Security is the retirement income lifeline for millions of Americans and garners its share of confusing headlines. From the full retirement age and cost-of-living adjustment to the rules for claiming benefits while still working, here is what's expected to change in 2027.
A common concern among those planning for retirement is an ever-increasing Social Security "full retirement age."
Geoffrey Schmidt, a certified public accountant and founder of Holy Schmidt!, a retirement education resource, told Yahoo Finance that many seniors ****** ume the full retirement age keeps climbing.
"It doesn't. It has finished its long, slow climb to 67. Anyone born in 1960 or later has a full retirement age of exactly 67, and that group reaches it in 2027," Schmidt said. "Under current law, it does not go any higher. So if you've been worried they'll keep moving the goalposts on you, at least on the retirement age, that increase is over."
#Retirement #schmidt #Social #holy
Social Security is the retirement income lifeline for millions of Americans and garners its share of confusing headlines. From the full retirement age and cost-of-living adjustment to the rules for claiming benefits while still working, here is what's expected to change in 2027.
A common concern among those planning for retirement is an ever-increasing Social Security "full retirement age."
Geoffrey Schmidt, a certified public accountant and founder of Holy Schmidt!, a retirement education resource, told Yahoo Finance that many seniors ****** ume the full retirement age keeps climbing.
"It doesn't. It has finished its long, slow climb to 67. Anyone born in 1960 or later has a full retirement age of exactly 67, and that group reaches it in 2027," Schmidt said. "Under current law, it does not go any higher. So if you've been worried they'll keep moving the goalposts on you, at least on the retirement age, that increase is over."
#Retirement #schmidt #Social #holy
12 days ago
Meghan Markle is reportedly planning to do another round of an explosive tell-all interview with the support of her husband, Prince Harry. For those unversed, Harry and Markle stepped down as working royals and relocated to the U.S. in 2020. The couple participated in various interviews, sharing their honest, critical thoughts on the royal family, including the Oprah Winfrey show and their self-titled documentary. This move comes after the massive uproar reportedly caused by Princess Diana's brother's memoir.
Sources close to Closer revealed that Meghan Markle wants to give a big interview, mirroring Princess Diana's 1995 Panorama interview. According to sources, the Suits star is aware that it might cause a backlash, as her Oprah interview did a couple of years ago. However, she is keen on setting the record straight, in her own words.
The source said, "Now, she thinks it's time for her to speak out again. She wants a Diana moment – in the same way that she shocked everyone with her Panorama interview." The insider explained that the Sussexes' PR team is worried that it may generate major controversy. However, Prince Harry is on board with this, as he remembers how the royal family seemingly mistreated his wife. He does not want the same for Markle and is encouraging her to speak her truth.
"He doesn't want her to feel silenced – he wants her to speak out," the source added. If Markle does go ahead with the tell-all interview, it would be another blow to the royal family's reputation after Charles Spencer's book.
For those unversed, Spencer has levied some controversial allegations against the royal family, particularly her former brother-in-law, King Charles. The Daily Mail published an excerpt detailing an explosive phone call between the king and Spencer.
#markle
Sources close to Closer revealed that Meghan Markle wants to give a big interview, mirroring Princess Diana's 1995 Panorama interview. According to sources, the Suits star is aware that it might cause a backlash, as her Oprah interview did a couple of years ago. However, she is keen on setting the record straight, in her own words.
The source said, "Now, she thinks it's time for her to speak out again. She wants a Diana moment – in the same way that she shocked everyone with her Panorama interview." The insider explained that the Sussexes' PR team is worried that it may generate major controversy. However, Prince Harry is on board with this, as he remembers how the royal family seemingly mistreated his wife. He does not want the same for Markle and is encouraging her to speak her truth.
"He doesn't want her to feel silenced – he wants her to speak out," the source added. If Markle does go ahead with the tell-all interview, it would be another blow to the royal family's reputation after Charles Spencer's book.
For those unversed, Spencer has levied some controversial allegations against the royal family, particularly her former brother-in-law, King Charles. The Daily Mail published an excerpt detailing an explosive phone call between the king and Spencer.
#markle
12 days ago
Jeremy Strong is not backing away from the acting method that has drawn criticism from fellow performers. The Succession alum still believes in going all-in on a role, even when that commitment changes the atmosphere around him or makes others uncomfortable.
Jeremy Strong discussed the issue on the Oct. 2 episode of The New Yorker Radio Hour. He said he never wants his process to interfere with another actor's work. The Succession actor follows one simple ruler that states, "First, do no harm," then commit fully to "what you're doing, and utterly."
That mindset now follows him into Social Reckoning, where he plays Mark Zuckerberg. Strong said his priority remains serving the project completely. If that seriousness changes the mood on set, he does not believe he owes an apology for taking the work seriously.
"I'm just there to commit utterly…If some people feel that I'm taking it too seriously, or it changes the molecules in the room…I guess that's something that I don't feel that I need to apologize for," he said.
Brian ***** has offered one of the sharpest criticisms. The Succession star told Town & Country in February 2023 that Strong's method could be "f—ing annoying," even as he called him "gifted." ***** argued that Strong should leave Kendall Roy behind when filming ends and said he worried about the effect the process might have on him.
#method
Jeremy Strong discussed the issue on the Oct. 2 episode of The New Yorker Radio Hour. He said he never wants his process to interfere with another actor's work. The Succession actor follows one simple ruler that states, "First, do no harm," then commit fully to "what you're doing, and utterly."
That mindset now follows him into Social Reckoning, where he plays Mark Zuckerberg. Strong said his priority remains serving the project completely. If that seriousness changes the mood on set, he does not believe he owes an apology for taking the work seriously.
"I'm just there to commit utterly…If some people feel that I'm taking it too seriously, or it changes the molecules in the room…I guess that's something that I don't feel that I need to apologize for," he said.
Brian ***** has offered one of the sharpest criticisms. The Succession star told Town & Country in February 2023 that Strong's method could be "f—ing annoying," even as he called him "gifted." ***** argued that Strong should leave Kendall Roy behind when filming ends and said he worried about the effect the process might have on him.
#method
13 days ago
Kendrick Sampson has an interesting approach to who gets to be the mother of his children, and it's not as simple as being his partner.
In a new interview with the LOVERS by Shan podcast, the Insecure actor told host Shannon Boodram that he wants kids but would rather raise them with a close friend than with someone he is romantically involved with.
"I just look at love differently," Sampson said near the 45-minute mark in the video linked below. "In my head, if I'm going to have a partnership, I don't want a child in there. I want a child. I definitely want children, but I want children with my homegirls. I want my homegirls to know that we ain't ever going to have a romantic nothing, and the only thing we worried about is the health of the child."
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
He continued, "It ain't complicated by what I feel and what mood I'm in, how you betrayed me, how you slept with someone, how you cheated. I don't want the romance. You haven't been shown enough romance, and so now the kid is suffering? I would rather be in a relationship where we know we got kids. 'It takes a village.' This is the village."
#love
In a new interview with the LOVERS by Shan podcast, the Insecure actor told host Shannon Boodram that he wants kids but would rather raise them with a close friend than with someone he is romantically involved with.
"I just look at love differently," Sampson said near the 45-minute mark in the video linked below. "In my head, if I'm going to have a partnership, I don't want a child in there. I want a child. I definitely want children, but I want children with my homegirls. I want my homegirls to know that we ain't ever going to have a romantic nothing, and the only thing we worried about is the health of the child."
COMPLEX SHOP: Shop the brands you love, anytime and anywhere. Uncover what's next. Buy. Collect. Obsess.
He continued, "It ain't complicated by what I feel and what mood I'm in, how you betrayed me, how you slept with someone, how you cheated. I don't want the romance. You haven't been shown enough romance, and so now the kid is suffering? I would rather be in a relationship where we know we got kids. 'It takes a village.' This is the village."
#love
13 days ago
Updated on: October 4, 2026 / 8:06 PM EDT / CBS News
As Sen. Thom Tillis exits the Senate, he's blasting many of the advisers President Trump has surrounded himself with as "sycophants, and calling on his colleagues to stand up to executive power like the co-equal branch of government they are."
The 66-year-old senior senator from North Carolina unloads on what he calls the "WTF moments" of the second Trump Administration in a new book, "How to Lose Friends and Antagonize Presidents." Having served in the Senate during the Barack Obama, Joe Biden and both Trump presidencies, Tillis said he's increasingly worried about how the nation's system of checks and balances is being tested by the outsized influence of the executive branch.
"We will have a sort of dictator king if we're not careful," he said.
Every recent White House has been eager to govern by executive order, something that's been especially true during the current Trump administration, Tillis said. Presidents, he said, fail to understand that Congress is a coequal branch that should be treated as a peer, and that Congress needs to act as such.
#tillis #congress #updated #october
As Sen. Thom Tillis exits the Senate, he's blasting many of the advisers President Trump has surrounded himself with as "sycophants, and calling on his colleagues to stand up to executive power like the co-equal branch of government they are."
The 66-year-old senior senator from North Carolina unloads on what he calls the "WTF moments" of the second Trump Administration in a new book, "How to Lose Friends and Antagonize Presidents." Having served in the Senate during the Barack Obama, Joe Biden and both Trump presidencies, Tillis said he's increasingly worried about how the nation's system of checks and balances is being tested by the outsized influence of the executive branch.
"We will have a sort of dictator king if we're not careful," he said.
Every recent White House has been eager to govern by executive order, something that's been especially true during the current Trump administration, Tillis said. Presidents, he said, fail to understand that Congress is a coequal branch that should be treated as a peer, and that Congress needs to act as such.
#tillis #congress #updated #october
14 days ago
Ken Urker's sister claims her brother confided in her about fears surrounding his relationship with Gypsy Rose Blanchard before his death. Autumn alleged that Urker said he was "terrified" of his former fiancée and worried about their daughter, Aurora. She also claimed he wanted to bring the little girl to his mother's home.
The allegations come after Urker was found dead at his Louisiana residence on October 1, his 34th birthday. Blanchard has described him as an amazing father and her forever soulmate, while authorities continue investigating his death.
View this post on Instagram
A post shared by Ashley Fitzgerald (asshleyvic)
During an interview with the Daily Mail, Autumn shared what she said her brother had told her about his relationship with Blanchard. According to Autumn, Urker said he was "terrified" of his former fiancée and felt that she "humiliated him."
#terrified
The allegations come after Urker was found dead at his Louisiana residence on October 1, his 34th birthday. Blanchard has described him as an amazing father and her forever soulmate, while authorities continue investigating his death.
View this post on Instagram
A post shared by Ashley Fitzgerald (asshleyvic)
During an interview with the Daily Mail, Autumn shared what she said her brother had told her about his relationship with Blanchard. According to Autumn, Urker said he was "terrified" of his former fiancée and felt that she "humiliated him."
#terrified
14 days ago
Some Republicans want MAGA Inc. to take over spending in the final few weeks.
Texas GOP Senate nominee Ken Paxton waves as President Donald Trump speaks at Peterbilt Motors on Oct. 1, 2026, in Denton, Texas. | Alex Brandon/AP Photo
10/03/2026 11:00 PM GMT+9
Republicans know they have to spend big to save Ken Paxton. They’re increasingly worried MAGA Inc. won’t throw down in time.
#republicans #president #Trump
Texas GOP Senate nominee Ken Paxton waves as President Donald Trump speaks at Peterbilt Motors on Oct. 1, 2026, in Denton, Texas. | Alex Brandon/AP Photo
10/03/2026 11:00 PM GMT+9
Republicans know they have to spend big to save Ken Paxton. They’re increasingly worried MAGA Inc. won’t throw down in time.
#republicans #president #Trump
15 days ago
Trump also again urged supporters to imagine that he himself was on the ballot.
President Donald Trump warned Republicans that Texas and Michigan are among the states the party is “worried about” ahead of the 2026 midterm elections, while speaking to voters in Oklahoma on Thursday.
Fresh off an event in Texas, Trump told a crowd in the reliably Republican state that he was not concerned about Oklahoma but that Republicans needed to turn out voters in other states.
"I feel a little foolish, you know. I’m saying, 'go out and vote, go out and vote.' You’re gonna, they’re gonna win in the last half, but still go out and vote," Trump said. "But we’re not worried about them. We’re worried about Michigan. We’re worried about Texas. We’re worried about a few states."
Trump later said Republicans need to get the word out about the midterms, citing what he described as 35 to 40 races that the party is concerned about.
#republicans #texas
President Donald Trump warned Republicans that Texas and Michigan are among the states the party is “worried about” ahead of the 2026 midterm elections, while speaking to voters in Oklahoma on Thursday.
Fresh off an event in Texas, Trump told a crowd in the reliably Republican state that he was not concerned about Oklahoma but that Republicans needed to turn out voters in other states.
"I feel a little foolish, you know. I’m saying, 'go out and vote, go out and vote.' You’re gonna, they’re gonna win in the last half, but still go out and vote," Trump said. "But we’re not worried about them. We’re worried about Michigan. We’re worried about Texas. We’re worried about a few states."
Trump later said Republicans need to get the word out about the midterms, citing what he described as 35 to 40 races that the party is concerned about.
#republicans #texas
16 days ago
Shane and Hannah Burcaw shared a special moment on their YouTube channel after Shane got candid about his fears surrounding being able to physically interact with his baby when they are born
Specifically, Shane shared that he was worried, as a result of his spinal muscular atrophy diagnosis, that he wouldn't be able to extend his arms long enough to touch Hannah's stomach and feel their baby kick
The viral couple, known as Squirmy and Grubs online, opened up to PEOPLE earlier in September about what preparation for becoming parents would look like for them with Shane's disability in mind
Shane Burcaw is opening up about the reality of his disability as he prepares to have his first child with his wife, Hannah Burcaw.
After announcing the news of their pregnancy online earlier in September, the couple has continued to share updates on their new chapter. Specifically, they've touched on the preparations they've made to ensure that Shane, who has spinal muscular atrophy, can be the most present father possible.
In a recent post to their Facebook page, Shane penned a lengthy caption about some of the fears that he had been harboring as it pertains to how his disability might limit him when it came to parenting.
Hannah and Shane share glimpses of Shane feeling their baby kick.
Credit: Squirmy and Grubs/YouTube
#burcaw #grubs
Specifically, Shane shared that he was worried, as a result of his spinal muscular atrophy diagnosis, that he wouldn't be able to extend his arms long enough to touch Hannah's stomach and feel their baby kick
The viral couple, known as Squirmy and Grubs online, opened up to PEOPLE earlier in September about what preparation for becoming parents would look like for them with Shane's disability in mind
Shane Burcaw is opening up about the reality of his disability as he prepares to have his first child with his wife, Hannah Burcaw.
After announcing the news of their pregnancy online earlier in September, the couple has continued to share updates on their new chapter. Specifically, they've touched on the preparations they've made to ensure that Shane, who has spinal muscular atrophy, can be the most present father possible.
In a recent post to their Facebook page, Shane penned a lengthy caption about some of the fears that he had been harboring as it pertains to how his disability might limit him when it came to parenting.
Hannah and Shane share glimpses of Shane feeling their baby kick.
Credit: Squirmy and Grubs/YouTube
#burcaw #grubs
27 days ago
Former President Obama on Friday slammed President Trump over his handling of how to approach artificial intelligence amid “doomsday” warnings coming from some in the tech industry about the technology’s potential existential threat to humanity.
Obama said during an interview at Colgate University in New York that the federal government must regulate AI, before referring to comments made by one Trump adviser.
“I heard one of Donald Trump’s main advisers on this make the argument that, ‘The market will take care of AI,'” the former president said. “‘These companies will solve the safety issues because they have every incentive to do so — if it turns out to be dangerous, people will just sue them, and they’re worried about financial liability.'”
“That’s not how we treat airlines,” Obama added. “Or drug companies, or food companies.”
Obama continued to say that AI could become a threat at a human level if it falls into the clutches of “bad humans” and if self-improving AI models realize they no longer need humans. He referred to Trump again in that his successor has said regulations on AI are “for losers.”
#obama #president #university
Obama said during an interview at Colgate University in New York that the federal government must regulate AI, before referring to comments made by one Trump adviser.
“I heard one of Donald Trump’s main advisers on this make the argument that, ‘The market will take care of AI,'” the former president said. “‘These companies will solve the safety issues because they have every incentive to do so — if it turns out to be dangerous, people will just sue them, and they’re worried about financial liability.'”
“That’s not how we treat airlines,” Obama added. “Or drug companies, or food companies.”
Obama continued to say that AI could become a threat at a human level if it falls into the clutches of “bad humans” and if self-improving AI models realize they no longer need humans. He referred to Trump again in that his successor has said regulations on AI are “for losers.”
#obama #president #university
27 days ago
Nvidia (NASDAQ:NVDA) has constructed an artificial intelligence (AI) empire over the past few years. The company sells the world's most powerful AI chips, known as graphics processing units (GPUs), and an entire portfolio of related tools that are generating triple-digit growth and record levels of revenue.
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.
Just recently, however, some bright news emerged during Amazon's earning call. In fact, these 15 words from Amazon chief Andy Jassy may eliminate Nvidia's biggest risk.
#chips
27 days ago
For custom chip designer Broadcom Inc. (NASDAQ:AVGO), the debate is all about whether the demand for AI products will sustain and grow. It is among the few firms capable of designing custom AI chips that big technology firms rely on to supplement NVIDIA's high-power and expensive AI chips. Anthropic CEO Dario Amodei's latest remarks about the need to slow down AI development due to safety concerns have generated quite a buzz, and Cramer discussed what Broadcom Inc. (NASDAQ:AVGO)'s CEO told him when asked about AI infrastructure development losing traction:
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
"What's refuted by Hock Tan, of course, maybe Hock Tan is one of the biggest providers of semis, other than NVIDIA, and when I asked him about, give me a prediction about the AI slowdown, would there be one, he said, not in the least. We see the demand for compute infrastructure for development of AI and inference as extremely strong and durable. So I know those stocks were the most heavily hammered, other than the fiber stocks. But David, when you listen to what Hock Tan said last night on Mad Money, you are inclined to do buying.
"I think David, you recognize, and a lot of people don't, when you're speaking about Hock Tan, whom I had on, you're talking about a 1.6 trillion dollar company. This isn't just someone. . .worried about what orders are going to be. . .this man has more orders than almost anybody other than Jensen Huang. So I think Carl, when we get very, very negative we still have to rely on the facts And the facts do not support there are some people who are very worried about mankind, I did not get the mankind worry when I spoke yesterday."
The CNBC TV host's remarks about Broadcom Inc. (NASDAQ:AVGO) sit right at the center of the debate for the firm. This debate is about whether it will be able to continue to capture additional orders for custom AI chips. Looking at the third quarter earnings, released on September 2nd, the growth narrative appears to be quite strong.
It boosts Cramer's claims of Broadcom Inc. (NASDAQ:AVGO) experiencing strong orders, as during the quarter, the firm's revenue grew by 86%, AI semiconductor revenue jumped by 221% and fiscal year 2026 guidance implied 186% annual AI revenue growth. Not to mention, CEO Tan reaffirmed that Broadcom Inc. (NASDAQ:AVGO) could pull in $115 billion in annual AI chip sales in 2027 and a whopping $230 billion in 2028.
#orders #debate #strong
28 days ago
Are you worried enough about rising interest rates jump-starting a recession that you're looking for ways of sidestepping the effect of such an economic headwind? It's not a terrible idea to at least start making a mental plan for that possibility.
You may have considered Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) to fill that role. Its wholly owned, private businesses generate plenty of cash flow regardless of the economic backdrop, after all.
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 »
But how do Berkshire shares actually perform during recessions? It's not like the data doesn't exist.
You probably know Berkshire Hathaway best by its stock picks. Although they're not built to be an actively managed mutual fund, its equity holdings -- and changes to these holdings -- are closely followed by investors looking for some new ideas for their own portfolios.
#berkshire #signal #NYSE #flashing
You may have considered Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) to fill that role. Its wholly owned, private businesses generate plenty of cash flow regardless of the economic backdrop, after all.
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 »
But how do Berkshire shares actually perform during recessions? It's not like the data doesn't exist.
You probably know Berkshire Hathaway best by its stock picks. Although they're not built to be an actively managed mutual fund, its equity holdings -- and changes to these holdings -- are closely followed by investors looking for some new ideas for their own portfolios.
#berkshire #signal #NYSE #flashing
29 days ago
Updated on: September 17, 2026 / 11:45 PM EDT / CBS News
Matt Bell, 52, has been farming for more than half his life in central North Carolina. He grows soybeans, corn and wheat and raises beef cattle on more than 1,000 acres. But Bell, who voted for President Trump, says soaring prices for fuel, fertilizer, and equipment are hurting his farm and leading some of his fellow farmers to consider calling it quits once this growing season ends.
"I've done this 34 years. I have never worried and stressed like I have the last year," Bell told CBS News in an interview on Wednesday at his farm in Kings Mountain, North Carolina.
Bell has been forced to make significant changes to his operation as a result of the high costs. He's shifting some of his acreage, trying to stretch out the lifespan of his equipment and producing his own fertilizer. His children have also opened up a storefront where visitors can pick pumpkins and take hayrides in the fall. But Bell is still feeling the pinch.
"We've cut everything we can cut," he said. "The last several years in agriculture have been terrible, and we have, you know, just cut the fat anywhere we could. But we're just getting to the point now there's nothing left to cut. You cannot run without fuel. You cannot run without fertilizer. You have to have that."
#bell #fertilizer #fuel #years
Matt Bell, 52, has been farming for more than half his life in central North Carolina. He grows soybeans, corn and wheat and raises beef cattle on more than 1,000 acres. But Bell, who voted for President Trump, says soaring prices for fuel, fertilizer, and equipment are hurting his farm and leading some of his fellow farmers to consider calling it quits once this growing season ends.
"I've done this 34 years. I have never worried and stressed like I have the last year," Bell told CBS News in an interview on Wednesday at his farm in Kings Mountain, North Carolina.
Bell has been forced to make significant changes to his operation as a result of the high costs. He's shifting some of his acreage, trying to stretch out the lifespan of his equipment and producing his own fertilizer. His children have also opened up a storefront where visitors can pick pumpkins and take hayrides in the fall. But Bell is still feeling the pinch.
"We've cut everything we can cut," he said. "The last several years in agriculture have been terrible, and we have, you know, just cut the fat anywhere we could. But we're just getting to the point now there's nothing left to cut. You cannot run without fuel. You cannot run without fertilizer. You have to have that."
#bell #fertilizer #fuel #years
1 month ago
Jim Cramer raised concerns about The TJX Companies, Inc. (NYSE:TJX) during the September 10 episode of Mad Money, as he said:
We had our CNBC Investing Club meeting today… I review each of the Charitable Trust positions on the call. This time, it was pretty clinical until I got to TJX, the off-price retailer. Candidly, I lost it on TJX. I've owned the stock for the Trust for as long as I can remember, and I've never felt so worried about this franchise. They have a bunch of divisions, but the biggest one, Marmaxx, consisting of TJ Maxx and Marshalls, really blew it. Management told us that they had figured out what had gone wrong and they've already fixed it, but because of competitive reasons or whatever, they wouldn't tell us what went wrong and they wouldn't tell us how they fixed it. I found that infuriating…
I came close to saying, forget it, Jim, it's retail. Sometimes retail is seductive. I love my local TJ Maxx, and I think Home Goods is a fun place to shop. The company's almost always about the best in the industry, crushing Burlington and Ross Stores. But this time, shockingly, Ross Stores upside surprised. It crushed TJX, much better than expected... So why bother sticking your neck out for something in this group? Simple. Because some of the greatest stories of all time have come from retail. Costco's been an incredible long-term performer. Walmart's been terrific. And TJX, it's been a wonder, one of the best stocks ever.
Could they really suddenly have lost it? Did they go all LULU? I don't think so. What happens, though, is you have to be conscious that TJX is right now being buffeted by its group, which is trading down because of the decline in discretionary income from the tax that is higher gasoline. We can't tell how much of its underperformance comes from that alone or maybe the mistakes that management made and says they've corrected. In other words, these retail stocks are very hard to own, even as they seem so easy to grasp.
TJX Companies, Inc. (NYSE:TJX) reported second-quarter fiscal 2027 sales of $15.18 billion, up 5% year over year, while consolidated comparable sales increased 4%. Adjusted diluted EPS rose 11% to $1.22, and the company raised its full-year diluted EPS outlook to $5.31-$5.36, or $5.15-$5.20 excluding an expected $0.16 net benefit from tariff refunds. The weakness was concentrated in Marmaxx, which includes TJ Maxx, Marshalls and Sierra. Comparable sales increased just 1%, down from 6% in the first quarter, while HomeGoods, TJX Canada and TJX International each posted comparable-sales growth of 6% or more.
#year
We had our CNBC Investing Club meeting today… I review each of the Charitable Trust positions on the call. This time, it was pretty clinical until I got to TJX, the off-price retailer. Candidly, I lost it on TJX. I've owned the stock for the Trust for as long as I can remember, and I've never felt so worried about this franchise. They have a bunch of divisions, but the biggest one, Marmaxx, consisting of TJ Maxx and Marshalls, really blew it. Management told us that they had figured out what had gone wrong and they've already fixed it, but because of competitive reasons or whatever, they wouldn't tell us what went wrong and they wouldn't tell us how they fixed it. I found that infuriating…
I came close to saying, forget it, Jim, it's retail. Sometimes retail is seductive. I love my local TJ Maxx, and I think Home Goods is a fun place to shop. The company's almost always about the best in the industry, crushing Burlington and Ross Stores. But this time, shockingly, Ross Stores upside surprised. It crushed TJX, much better than expected... So why bother sticking your neck out for something in this group? Simple. Because some of the greatest stories of all time have come from retail. Costco's been an incredible long-term performer. Walmart's been terrific. And TJX, it's been a wonder, one of the best stocks ever.
Could they really suddenly have lost it? Did they go all LULU? I don't think so. What happens, though, is you have to be conscious that TJX is right now being buffeted by its group, which is trading down because of the decline in discretionary income from the tax that is higher gasoline. We can't tell how much of its underperformance comes from that alone or maybe the mistakes that management made and says they've corrected. In other words, these retail stocks are very hard to own, even as they seem so easy to grasp.
TJX Companies, Inc. (NYSE:TJX) reported second-quarter fiscal 2027 sales of $15.18 billion, up 5% year over year, while consolidated comparable sales increased 4%. Adjusted diluted EPS rose 11% to $1.22, and the company raised its full-year diluted EPS outlook to $5.31-$5.36, or $5.15-$5.20 excluding an expected $0.16 net benefit from tariff refunds. The weakness was concentrated in Marmaxx, which includes TJ Maxx, Marshalls and Sierra. Comparable sales increased just 1%, down from 6% in the first quarter, while HomeGoods, TJX Canada and TJX International each posted comparable-sales growth of 6% or more.
#year
1 month ago
Jim Cramer raised concerns about The TJX Companies, Inc. (NYSE:TJX) during the September 10 episode of Mad Money, as he said:
We had our CNBC Investing Club meeting today… I review each of the Charitable Trust positions on the call. This time, it was pretty clinical until I got to TJX, the off-price retailer. Candidly, I lost it on TJX. I've owned the stock for the Trust for as long as I can remember, and I've never felt so worried about this franchise. They have a bunch of divisions, but the biggest one, Marmaxx, consisting of TJ Maxx and Marshalls, really blew it. Management told us that they had figured out what had gone wrong and they've already fixed it, but because of competitive reasons or whatever, they wouldn't tell us what went wrong and they wouldn't tell us how they fixed it. I found that infuriating…
I came close to saying, forget it, Jim, it's retail. Sometimes retail is seductive. I love my local TJ Maxx, and I think Home Goods is a fun place to shop. The company's almost always about the best in the industry, crushing Burlington and Ross Stores. But this time, shockingly, Ross Stores upside surprised. It crushed TJX, much better than expected... So why bother sticking your neck out for something in this group? Simple. Because some of the greatest stories of all time have come from retail. Costco's been an incredible long-term performer. Walmart's been terrific. And TJX, it's been a wonder, one of the best stocks ever.
Could they really suddenly have lost it? Did they go all LULU? I don't think so. What happens, though, is you have to be conscious that TJX is right now being buffeted by its group, which is trading down because of the decline in discretionary income from the tax that is higher gasoline. We can't tell how much of its underperformance comes from that alone or maybe the mistakes that management made and says they've corrected. In other words, these retail stocks are very hard to own, even as they seem so easy to grasp.
TJX Companies, Inc. (NYSE:TJX) reported second-quarter fiscal 2027 sales of $15.18 billion, up 5% year over year, while consolidated comparable sales increased 4%. Adjusted diluted EPS rose 11% to $1.22, and the company raised its full-year diluted EPS outlook to $5.31-$5.36, or $5.15-$5.20 excluding an expected $0.16 net benefit from tariff refunds. The weakness was concentrated in Marmaxx, which includes TJ Maxx, Marshalls and Sierra. Comparable sales increased just 1%, down from 6% in the first quarter, while HomeGoods, TJX Canada and TJX International each posted comparable-sales growth of 6% or more.
#sales #time #NYSE
We had our CNBC Investing Club meeting today… I review each of the Charitable Trust positions on the call. This time, it was pretty clinical until I got to TJX, the off-price retailer. Candidly, I lost it on TJX. I've owned the stock for the Trust for as long as I can remember, and I've never felt so worried about this franchise. They have a bunch of divisions, but the biggest one, Marmaxx, consisting of TJ Maxx and Marshalls, really blew it. Management told us that they had figured out what had gone wrong and they've already fixed it, but because of competitive reasons or whatever, they wouldn't tell us what went wrong and they wouldn't tell us how they fixed it. I found that infuriating…
I came close to saying, forget it, Jim, it's retail. Sometimes retail is seductive. I love my local TJ Maxx, and I think Home Goods is a fun place to shop. The company's almost always about the best in the industry, crushing Burlington and Ross Stores. But this time, shockingly, Ross Stores upside surprised. It crushed TJX, much better than expected... So why bother sticking your neck out for something in this group? Simple. Because some of the greatest stories of all time have come from retail. Costco's been an incredible long-term performer. Walmart's been terrific. And TJX, it's been a wonder, one of the best stocks ever.
Could they really suddenly have lost it? Did they go all LULU? I don't think so. What happens, though, is you have to be conscious that TJX is right now being buffeted by its group, which is trading down because of the decline in discretionary income from the tax that is higher gasoline. We can't tell how much of its underperformance comes from that alone or maybe the mistakes that management made and says they've corrected. In other words, these retail stocks are very hard to own, even as they seem so easy to grasp.
TJX Companies, Inc. (NYSE:TJX) reported second-quarter fiscal 2027 sales of $15.18 billion, up 5% year over year, while consolidated comparable sales increased 4%. Adjusted diluted EPS rose 11% to $1.22, and the company raised its full-year diluted EPS outlook to $5.31-$5.36, or $5.15-$5.20 excluding an expected $0.16 net benefit from tariff refunds. The weakness was concentrated in Marmaxx, which includes TJ Maxx, Marshalls and Sierra. Comparable sales increased just 1%, down from 6% in the first quarter, while HomeGoods, TJX Canada and TJX International each posted comparable-sales growth of 6% or more.
#sales #time #NYSE
1 month ago
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After watching home prices explode during the pandemic, one recent buyer has a question that probably sounds familiar to anyone who has looked at real estate lately: How can this possibly continue?
The buyer, who recently purchased a home in the Dallas-Fort Worth area, asked Reddit's r/RealEstate community where the ceiling is if home prices keep appreciating while incomes struggle to keep pace.
"At some point don't we just reach a point where no one can afford a home?" they asked. They were even worried that continued appreciation could eventually make their own home difficult to sell because there wouldn't be enough buyers who could afford it.
Don't Miss:
#point
After watching home prices explode during the pandemic, one recent buyer has a question that probably sounds familiar to anyone who has looked at real estate lately: How can this possibly continue?
The buyer, who recently purchased a home in the Dallas-Fort Worth area, asked Reddit's r/RealEstate community where the ceiling is if home prices keep appreciating while incomes struggle to keep pace.
"At some point don't we just reach a point where no one can afford a home?" they asked. They were even worried that continued appreciation could eventually make their own home difficult to sell because there wouldn't be enough buyers who could afford it.
Don't Miss:
#point
1 month ago
Why NFL's Chiefs-Broncos referee **** ignment has Denver fans worried originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The Kansas City Chiefs and Denver Broncos will kick off their regular season with a key divisional matchup, where every detail is important.
Over the years, the Chiefs have been accused of officiating favoritism in the Patrick Mahomes era, which comes with the territory of being such a successful team. After a disappointing 2025 season, the Chiefs hope to return to their previous level of success, and fans will be glued to the officiating on Monday night.
The NFL **** igned a veteran referee to the Chiefs-Broncos game, which is notable considering this referee's recent history with Mahomes and the Chiefs. If there are any officiating questions that come from this game, fans will once again be looking have their eyes set on the referee **** ignment.
Here's why the referee for the Chiefs-Broncos game is of note.
#fans #mahomes
The Kansas City Chiefs and Denver Broncos will kick off their regular season with a key divisional matchup, where every detail is important.
Over the years, the Chiefs have been accused of officiating favoritism in the Patrick Mahomes era, which comes with the territory of being such a successful team. After a disappointing 2025 season, the Chiefs hope to return to their previous level of success, and fans will be glued to the officiating on Monday night.
The NFL **** igned a veteran referee to the Chiefs-Broncos game, which is notable considering this referee's recent history with Mahomes and the Chiefs. If there are any officiating questions that come from this game, fans will once again be looking have their eyes set on the referee **** ignment.
Here's why the referee for the Chiefs-Broncos game is of note.
#fans #mahomes
1 month ago
The Chicago Bears kicked off their season with a decisive 59-37 victory over the Carolina Panthers, which saw them put up 552 yards of total offense, the third-most in a Bears game in the Super Bowl era.
Bears fans are hoping to see a similar occurrence when the team travels back to Chicago for Week 2, where the team will face their division rival Minnesota Vikings.
SHOP: Chicago Bears vs. Minnesota Vikings Week 2 NFL tickets
Minnesota is coming off an emphatic 39-22 victory against the Green Bay Packers, a win in which the team lost starting quarterback Kyler Murray early. If you ask a Vikings fan, they probably aren't too worried after a three-touchdown game from backup Carson Wentz.
The rivals split their matchups last year. Minnesota won the first game, 27-24, and Chicago won the second game 19-17. Don't miss what's sure to be intriguing game, tickets are still available to see a classic Bears vs. Vikings rivalry game. Learn more about ticket options below:
#week
Bears fans are hoping to see a similar occurrence when the team travels back to Chicago for Week 2, where the team will face their division rival Minnesota Vikings.
SHOP: Chicago Bears vs. Minnesota Vikings Week 2 NFL tickets
Minnesota is coming off an emphatic 39-22 victory against the Green Bay Packers, a win in which the team lost starting quarterback Kyler Murray early. If you ask a Vikings fan, they probably aren't too worried after a three-touchdown game from backup Carson Wentz.
The rivals split their matchups last year. Minnesota won the first game, 27-24, and Chicago won the second game 19-17. Don't miss what's sure to be intriguing game, tickets are still available to see a classic Bears vs. Vikings rivalry game. Learn more about ticket options below:
#week
1 month ago
New York sports fans have suddenly been given a reason to feel optimistic across the board. The Jets and Giants both opened the 2026 NFL season with victories, something that had not happened since 2009.
And for Yankees fans, that particular piece of history is especially interesting because of what happened the last time New York's two NFL teams both started 1-0.
MORE: 3 NFL teams that should be worried after Week 1
Nov 4, 2009; Bronx, NY, USA; FILE PHOTO; New York Yankees shortstop Derek Jeter (2) holds up the World Series trophy after the Yankees won their 27th championship. The Yankees beat the Philadelphia Phillies 7-3 in game 6 of the 2009 World Series at Yankee Stadium. Mandatory Credit: H. Darr Beiser-USA TODAY Sports Credit: IMAGN IMAGES via Reuters Connect (Reuters)
The Jets opened the 2009 season by beating the Houston Texans 24-7, while the Giants defeated Washington 23-17. It was the last time both New York NFL teams won their season openers in the same year.
#yankees #york
And for Yankees fans, that particular piece of history is especially interesting because of what happened the last time New York's two NFL teams both started 1-0.
MORE: 3 NFL teams that should be worried after Week 1
Nov 4, 2009; Bronx, NY, USA; FILE PHOTO; New York Yankees shortstop Derek Jeter (2) holds up the World Series trophy after the Yankees won their 27th championship. The Yankees beat the Philadelphia Phillies 7-3 in game 6 of the 2009 World Series at Yankee Stadium. Mandatory Credit: H. Darr Beiser-USA TODAY Sports Credit: IMAGN IMAGES via Reuters Connect (Reuters)
The Jets opened the 2009 season by beating the Houston Texans 24-7, while the Giants defeated Washington 23-17. It was the last time both New York NFL teams won their season openers in the same year.
#yankees #york
1 month ago
The Jacksonville Jaguars received a scare involving one of their most important offensive players during Sunday's NFL Week 1 win over the Cleveland Browns. Brian Thomas Jr. left the game in the second quarter with a shoulder injury and initially was listed as questionable to return, creating immediate concern for a Jacksonville offense that had already jumped out to a big lead.
Fortunately, the latest update is much more encouraging than it initially appeared, and the Jaguars came away with a 34-10 victory over Cleveland.
MORE: 3 NFL teams that should be worried after Week 1
Jacksonville Jaguars wide receiver Brian Thomas Jr. (7) catches a pass during the first day of NFL Training Camp at the Miller Electric Center on Wednesday, July 29, 2026, in Jacksonville, Fla.
Thomas headed to the locker room with Jacksonville's medical staff after apparently injuring his shoulder. The Jaguars announced that he was questionable to return, and he had already made an impact before leaving, catching all three of his targets for 40 yards.
#cleveland
Fortunately, the latest update is much more encouraging than it initially appeared, and the Jaguars came away with a 34-10 victory over Cleveland.
MORE: 3 NFL teams that should be worried after Week 1
Jacksonville Jaguars wide receiver Brian Thomas Jr. (7) catches a pass during the first day of NFL Training Camp at the Miller Electric Center on Wednesday, July 29, 2026, in Jacksonville, Fla.
Thomas headed to the locker room with Jacksonville's medical staff after apparently injuring his shoulder. The Jaguars announced that he was questionable to return, and he had already made an impact before leaving, catching all three of his targets for 40 yards.
#cleveland
1 month ago
Sarah Pidgeon, who is nominated for Outstanding Lead Actress in a Limited or Anthology Series or Movie for Love Story: John F. Kennedy Jr. & Carolyn Bessette at the Emmys this evening, attended the BAFTA TV Tea Party held at The Maybourne Beverly Hills on Sunday.
Christopher Polk/Deadline via Getty Images
If you were worried that Sarah's awards season run was going to be a succession of black dresses, fear not, because she switched gears in a Givenchy Pre-Fall 2026 oxblood leather dress.
There is considerably more going on here than we've seen from Sarah on the red carpet recently. The folded, asymmetric neckline gives the leather some shape and interest, while the oxblood colour is a welcome change of pace.
For me, this is the kind of look that makes Sarah's style more interesting. The black dresses have served her well and become something of a signature, but I'm hoping this is an indication of what she could give us as awards season gathers pace.
#sarah #season #leather
Christopher Polk/Deadline via Getty Images
If you were worried that Sarah's awards season run was going to be a succession of black dresses, fear not, because she switched gears in a Givenchy Pre-Fall 2026 oxblood leather dress.
There is considerably more going on here than we've seen from Sarah on the red carpet recently. The folded, asymmetric neckline gives the leather some shape and interest, while the oxblood colour is a welcome change of pace.
For me, this is the kind of look that makes Sarah's style more interesting. The black dresses have served her well and become something of a signature, but I'm hoping this is an indication of what she could give us as awards season gathers pace.
#sarah #season #leather
1 month ago
Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on outside suppliers such as Howmet.
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.
#commercial
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.
#commercial
1 month ago
What's wrong with Oregon? Ducks' shocking loss to Oklahoma State raises questions about new coordinators originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
It's too early to hit the panic **** on for any college football team. But of any FBS team, Oregon may have the most reasons to be worried.
After a Week 1 scare against Boise State, the Ducks fell to unranked Oklahoma State on Saturday, with Drew Mestemaker's three total touchdowns helping the Cowboys down the country's No. 6-ranked team in Stillwater.
There's a growing list of problems for Oregon, which now faces even more pressure for matchups like USC, Michigan and Ohio State later in 2026.
Here's a breakdown of what's been going wrong for the Ducks through two games.
#state #oklahoma #wrong #week
It's too early to hit the panic **** on for any college football team. But of any FBS team, Oregon may have the most reasons to be worried.
After a Week 1 scare against Boise State, the Ducks fell to unranked Oklahoma State on Saturday, with Drew Mestemaker's three total touchdowns helping the Cowboys down the country's No. 6-ranked team in Stillwater.
There's a growing list of problems for Oregon, which now faces even more pressure for matchups like USC, Michigan and Ohio State later in 2026.
Here's a breakdown of what's been going wrong for the Ducks through two games.
#state #oklahoma #wrong #week
1 month ago
Watch: Has Trump won over voters with his midterm convention?
Republicans descended on Dallas this week to turn their midterm prospects around, hoping an unprecedented convention dominated by President Donald Trump would energise voters ahead of the November election.
Many left the gathering - billed ahead of time by supporters as a "Trump-a-palooza" political fest - just as worried about the party's chances in 2026, and wondering what the Republicans' future will look like after the president leaves office.
Vice-President JD Vance, who is widely viewed as a top contender to succeed Trump, offered his a party a glimpse of its potential future during his keynote address on Thursday night.
"We've got to take care of business this November," Vance told the crowds.
#president
Republicans descended on Dallas this week to turn their midterm prospects around, hoping an unprecedented convention dominated by President Donald Trump would energise voters ahead of the November election.
Many left the gathering - billed ahead of time by supporters as a "Trump-a-palooza" political fest - just as worried about the party's chances in 2026, and wondering what the Republicans' future will look like after the president leaves office.
Vice-President JD Vance, who is widely viewed as a top contender to succeed Trump, offered his a party a glimpse of its potential future during his keynote address on Thursday night.
"We've got to take care of business this November," Vance told the crowds.
#president
1 month ago
Howie Rose drove to Shea Stadium on Sept. 21, 2001, uncertain about whether Major League Baseball returning to New York City after 9/11 was the right decision. He drove home from the game knowing it was the only decision.
Rose recently joined the Awful Announcing Podcast to discuss his looming retirement from the Mets radio booth and some of the biggest moments from his broadcasting career. And while Rose made a habit of coming up big in the biggest moments, one of the calls he will always be ***** ociated with was Mike Piazza's home run in that first game back at Shea Stadium after 9/11.
On the 25th anniversary of 9/11, Rose reflected on baseball returning to New York and calling Piazza's home run that allowed New Yorkers to smile again.
"I did not think it was the right decision until Mike hit that baseball," Rose admitted. "If they would have decreed on the evening of September 11th or the morning of September 12th that 'this is a nation in shock, in mourning, that needs to recover, it's late in the season, and we don't think coming back to play is the right thing to do,' I'd have been fine with that. My head wasn't into it at all. I drove to the ballpark that night of September 21st, concerned, worried.
"It was the first time any of us would be in a gathering that size… and we were still looking over our shoulders. In some ways, we still are today. So, I wasn't sure it was the right call," Rose continued. "And then Mike hit the homer. And I saw the reaction. That's when it dawned on me…it wasn't just the right decision, it was the only decision."
#right #mike #Baseball #drove
Rose recently joined the Awful Announcing Podcast to discuss his looming retirement from the Mets radio booth and some of the biggest moments from his broadcasting career. And while Rose made a habit of coming up big in the biggest moments, one of the calls he will always be ***** ociated with was Mike Piazza's home run in that first game back at Shea Stadium after 9/11.
On the 25th anniversary of 9/11, Rose reflected on baseball returning to New York and calling Piazza's home run that allowed New Yorkers to smile again.
"I did not think it was the right decision until Mike hit that baseball," Rose admitted. "If they would have decreed on the evening of September 11th or the morning of September 12th that 'this is a nation in shock, in mourning, that needs to recover, it's late in the season, and we don't think coming back to play is the right thing to do,' I'd have been fine with that. My head wasn't into it at all. I drove to the ballpark that night of September 21st, concerned, worried.
"It was the first time any of us would be in a gathering that size… and we were still looking over our shoulders. In some ways, we still are today. So, I wasn't sure it was the right call," Rose continued. "And then Mike hit the homer. And I saw the reaction. That's when it dawned on me…it wasn't just the right decision, it was the only decision."
#right #mike #Baseball #drove
1 month ago
Texas football news: The Arch Manning skill that has Ohio State worried about getting 'killed' appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Saturday showdown between No. 4 Texas and No. 1 Ohio State has much more at stake than a win or loss. For Texas QB Arch Manning, it's proving he's NFL material.
Ironically, ******* ody recognizes that more than the Buckeyes themselves.
On Friday, Ohio State coaches revealed the skills Manning brings to the field that they plan to watch for, per Bruce Feldman of The Athletic.
Watch sports LIVE with fuboTV (free trial)
#manning #watch #source
The Saturday showdown between No. 4 Texas and No. 1 Ohio State has much more at stake than a win or loss. For Texas QB Arch Manning, it's proving he's NFL material.
Ironically, ******* ody recognizes that more than the Buckeyes themselves.
On Friday, Ohio State coaches revealed the skills Manning brings to the field that they plan to watch for, per Bruce Feldman of The Athletic.
Watch sports LIVE with fuboTV (free trial)
#manning #watch #source
