22 days ago
Pfizer paid $9.8B in dividends in 2025 while earning only $7.7B in net income, marking the third straight year its payout exceeded its profit.
Icahn Enterprises yields near 30% but lost money every year from 2021 to 2025 and has already slashed its quarterly payout from $2.00 to $0.50.
Dow halved its dividend yet still failed to cover it from operating cash in 2025, posting a $2.6B net loss the same year.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Pfizer (NYSE:PFE) paid $9.771 billion in dividends in 2025 and earned net income of $7.746 billion. That was the third straight year the payout ran ahead of profit. When this repeats year after year, it is company policy. A high yield lasts only as long as the cash behind it does.
#year #pfizer #only
Icahn Enterprises yields near 30% but lost money every year from 2021 to 2025 and has already slashed its quarterly payout from $2.00 to $0.50.
Dow halved its dividend yet still failed to cover it from operating cash in 2025, posting a $2.6B net loss the same year.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Pfizer (NYSE:PFE) paid $9.771 billion in dividends in 2025 and earned net income of $7.746 billion. That was the third straight year the payout ran ahead of profit. When this repeats year after year, it is company policy. A high yield lasts only as long as the cash behind it does.
#year #pfizer #only
23 days ago
The bigger, the better? Some investors could think so when it comes to S&P 500 (SNPINDEX: ^GSPC) index funds.
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x 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 »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
#nysemkt
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x 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 »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
#nysemkt
1 month ago
Xenon Pharmaceuticals (XENE) shares crashed on Friday after the biopharmaceutical firm said it has paused new patient enrollment in its clinical trials evaluating azetukalner. As investors responded to the setback involving XENE's lead drug candidate for major depressive disorder, its relative strength index (RSI) slipped into the early teens, indicating extremely oversold conditions.
Following today's decline, Xenon Pharmaceuticals stock is trading nearly 40% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#xene #following #America
Following today's decline, Xenon Pharmaceuticals stock is trading nearly 40% below its year-to-date high.
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
JPMorgan Gives Up Forecasting Iran War Endgame as Trump Tells Reporters 'Anything Could Happen With Me'
#xene #following #America
1 month ago
The State Department's approval of two potential arms sales to Saudi Arabia totaling $5.75 billion, including JDAM-ER munitions and AGT-1500 tank engines, offers a modest but meaningful data point for two very different defense players. For The Boeing Company (NYSE:BA), the potential sale represents an additional international defense opportunity as the company continues working through margin pressure elsewhere. For Honeywell Aerospace Inc. (NASDAQ:HONA), the package reinforces a stable business line while the firm tackles its first quarter as a standalone public company.
The State Department approved a potential $5 billion sale of JDAM-ER guidance kits and bombs to Saudi Arabia, along with a separate potential $750 million deal for AGT-1500 tank engines. The JDAM package consists of 5,004 KMU-572 and 5,000 KMU-556 JDAM guidance kits and 5,004 BLU-111 and 5,000 BLU-117 bombs. Boeing has been identified as the principal contractor for the JDAM-ERs, with Honeywell handling the engines. The State Department said the sales would strengthen Saudi Arabia's airborne defense capabilities and improve interoperability with U.S. and Gulf partner forces.
Boeing stands to gain only modestly from the deal, given its roughly $85 billion Defense, ******* e and Security backlog. International orders already account for 27% of that total. The segment reported a second-quarter operating loss, largely due to charges tied to the VC-25B (Air Force One) program. That makes mature, lower-risk munitions programs such as JDAM-ER a more dependable part of the portfolio, though the deal is unlikely to have a meaningful impact on margins. For Honeywell Aerospace, the contract is smaller, but the AGT-1500 fits within its established defense propulsion business. It also adds to the company's international defence business, which makes up about 30% of its total Defense and ******* e revenue.
Honeywell Aerospace is owned by 74 hedge funds as of Q2 2026, which is consistent with Honeywell (NASDAQ:HON) hedge fund ownership prior to the spinoff. Unlike Honeywell, the number of hedge funds holding Boeing stock dropped from 99 at the end of the first quarter of fiscal 2026 to 90 at the end of Q2 2026.
Neither potential sale is large enough to have a meaningful impact on either company's short-term results by itself. Still, each supports a different investment story. For Boeing, the potential sales add to international defense exposure if finalized, as its defense unit continues dealing with fixed-price losses. For Honeywell, they support the steady flow of high-margin legacy revenue across its broader defense franchise.
#international #saudi
The State Department approved a potential $5 billion sale of JDAM-ER guidance kits and bombs to Saudi Arabia, along with a separate potential $750 million deal for AGT-1500 tank engines. The JDAM package consists of 5,004 KMU-572 and 5,000 KMU-556 JDAM guidance kits and 5,004 BLU-111 and 5,000 BLU-117 bombs. Boeing has been identified as the principal contractor for the JDAM-ERs, with Honeywell handling the engines. The State Department said the sales would strengthen Saudi Arabia's airborne defense capabilities and improve interoperability with U.S. and Gulf partner forces.
Boeing stands to gain only modestly from the deal, given its roughly $85 billion Defense, ******* e and Security backlog. International orders already account for 27% of that total. The segment reported a second-quarter operating loss, largely due to charges tied to the VC-25B (Air Force One) program. That makes mature, lower-risk munitions programs such as JDAM-ER a more dependable part of the portfolio, though the deal is unlikely to have a meaningful impact on margins. For Honeywell Aerospace, the contract is smaller, but the AGT-1500 fits within its established defense propulsion business. It also adds to the company's international defence business, which makes up about 30% of its total Defense and ******* e revenue.
Honeywell Aerospace is owned by 74 hedge funds as of Q2 2026, which is consistent with Honeywell (NASDAQ:HON) hedge fund ownership prior to the spinoff. Unlike Honeywell, the number of hedge funds holding Boeing stock dropped from 99 at the end of the first quarter of fiscal 2026 to 90 at the end of Q2 2026.
Neither potential sale is large enough to have a meaningful impact on either company's short-term results by itself. Still, each supports a different investment story. For Boeing, the potential sales add to international defense exposure if finalized, as its defense unit continues dealing with fixed-price losses. For Honeywell, they support the steady flow of high-margin legacy revenue across its broader defense franchise.
#international #saudi
1 month ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Anthony Pompliano, CEO of ProCap Financial Inc., said on Tuesday that "AI doomers" are using the same fear-based playbook as past cryptocurrency skeptics.
In an X post, Pompliano dismissed concerns about AI risks as "nonsense," urging people not to pay attention to them.
"They just want to scare the public, so they can increase their control," the Bitcoin bull said.
Don't Miss:
#finance #anthony #procap #miss
Anthony Pompliano, CEO of ProCap Financial Inc., said on Tuesday that "AI doomers" are using the same fear-based playbook as past cryptocurrency skeptics.
In an X post, Pompliano dismissed concerns about AI risks as "nonsense," urging people not to pay attention to them.
"They just want to scare the public, so they can increase their control," the Bitcoin bull said.
Don't Miss:
#finance #anthony #procap #miss
1 month ago
By Michael S. Derby
Sept 16 (Reuters) - Surging government bond yields are raising credit costs across the U.S. economy and could factor into Federal Reserve monetary policy deliberations, but ***** ysts see the central bank resisting any explicit call from the Trump administration to bail out the market.
The focus on the Fed's possible involvement comes as Treasury Secretary Scott Bessent has taken an unusually activist role in trying to tamp down rising yields he considers to be misaligned with the U.S. economic outlook.
Bessent's campaign, which saw the expansion of a key debt buyback operation last week, is foundering, as the 10-year Treasury note rose above 5% to its highest since 2007. He shrugged the move off as owing to "global issues" on Tuesday as he arrived for a congressional hearing.
Treasury's bond market travails are raising questions whether the Fed might be requested to buy government debt to reduce supply, which could cap or lower yields, in turn easing government and private sector borrowing costs.
#government #treasury #bond #debt
Sept 16 (Reuters) - Surging government bond yields are raising credit costs across the U.S. economy and could factor into Federal Reserve monetary policy deliberations, but ***** ysts see the central bank resisting any explicit call from the Trump administration to bail out the market.
The focus on the Fed's possible involvement comes as Treasury Secretary Scott Bessent has taken an unusually activist role in trying to tamp down rising yields he considers to be misaligned with the U.S. economic outlook.
Bessent's campaign, which saw the expansion of a key debt buyback operation last week, is foundering, as the 10-year Treasury note rose above 5% to its highest since 2007. He shrugged the move off as owing to "global issues" on Tuesday as he arrived for a congressional hearing.
Treasury's bond market travails are raising questions whether the Fed might be requested to buy government debt to reduce supply, which could cap or lower yields, in turn easing government and private sector borrowing costs.
#government #treasury #bond #debt
1 month ago
Cronos rebrands its trading app as Ult, expanding beyond crypto into prediction markets, perpetuals and tokenized **** ets.
Ult targets 100+ countries with 24/7/365 trading, 10 sports prediction categories and around 40 leveraged markets at launch.
Cronos Network could see more trading flow as Ult brings users, **** ets and liquidity into the ecosystem, with plans to move more markets onchain as volume grows.
Cronos, the blockchain ecosystem **** ociated with Crypto.com, is reshaping its product strategy around a new trading application called Ult. It has introduced a revenue-linked mechanism designed to support its native CRO token.
Cronos CEO Ryan Wyatt announced the changes on X, saying the new strategy is intended to provide greater clarity for users and developers. It aims to put a stronger focus on products that generate value for CRO.
#markets
Ult targets 100+ countries with 24/7/365 trading, 10 sports prediction categories and around 40 leveraged markets at launch.
Cronos Network could see more trading flow as Ult brings users, **** ets and liquidity into the ecosystem, with plans to move more markets onchain as volume grows.
Cronos, the blockchain ecosystem **** ociated with Crypto.com, is reshaping its product strategy around a new trading application called Ult. It has introduced a revenue-linked mechanism designed to support its native CRO token.
Cronos CEO Ryan Wyatt announced the changes on X, saying the new strategy is intended to provide greater clarity for users and developers. It aims to put a stronger focus on products that generate value for CRO.
#markets
2 months ago
John Lewis Partnership has rolled out a three-year plan, internally called "Rise", designed to return the employee-owned retailer to a market-leading position, according to internal staff communications reviewed by the Financial Times (FT).
Led by partnership chair Jason Tarry, the initiative is aiming for more than £100m ($135.1m) in additional profit through a "joined-up" strategy across the group's John Lewis and Waitrose loyalty schemes, encompassing Little Treats and Beauty in My John Lewis.
The partnership is also pursuing £180m in annual profit from its retail media arm.
John Lewis intends to nearly double the number of customers using its money services, from 1.2 million to two million.
The group is also targeting roughly £500m in property portfolio growth over the next decade through freehold purchases and lease renegotiations.
#lewis
Led by partnership chair Jason Tarry, the initiative is aiming for more than £100m ($135.1m) in additional profit through a "joined-up" strategy across the group's John Lewis and Waitrose loyalty schemes, encompassing Little Treats and Beauty in My John Lewis.
The partnership is also pursuing £180m in annual profit from its retail media arm.
John Lewis intends to nearly double the number of customers using its money services, from 1.2 million to two million.
The group is also targeting roughly £500m in property portfolio growth over the next decade through freehold purchases and lease renegotiations.
#lewis
2 months ago
Prominent economist Mohamed El-Erian argues hyperscalers and national governments are issuing a flood of bonds to keep up their rapid spending velocity onto fewer buyers. Those straightforward circumstances are pushing bond yields up.
"If you look at the amount of issuance that's coming from governments, from hyperscalers, from companies, it far exceeds what you can count on in terms of reliable buyers, and that's why there's been pressure on interest rates, El-Erian told CNBC in an interview on Friday. "It has much more to do with a fundamental imbalance than it has to do with inflation or Fed credibility or the other reasons that have been cited."
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#governments #buyers #jeff #bezos
"If you look at the amount of issuance that's coming from governments, from hyperscalers, from companies, it far exceeds what you can count on in terms of reliable buyers, and that's why there's been pressure on interest rates, El-Erian told CNBC in an interview on Friday. "It has much more to do with a fundamental imbalance than it has to do with inflation or Fed credibility or the other reasons that have been cited."
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#governments #buyers #jeff #bezos
2 months ago
On July 1, QXO Inc. (NYSE:QXO) finalized its cash-and-stock acquisition of TopBuild Corp. for a $17 billion consideration. This makes QXO North America's largest distributor and installer of insulation, the largest distributor of waterproofing products, and the second-largest distributor of roofing products.. Chairman and CEO, Brad Jacobs, noted that the acquisition will enable QXO to explore rapidly expanding end markets such as data centers and broaden its product portfolio. Let's explore QXO's acquisitive growth strategy within the building products distribution segment and what potential does it offer to the company going forward.
QXO's acquisition of TopBuild is anticipated to be a highly accretive deal, with the company expecting at least $300 million of annual synergies by 2030. These will be linked with pricing, procurement, and cross-selling opportunities. Along with previous transactions involving $2.25 billion purchase of Kodiak Building Partners back in April and $11 billion acquisition of Beacon Roofing Supply in 2025, it makes QXO one of the top names across roofing, insulation, waterproofing, and building materials categories within North America.
The company's financials also appear encouraging. On August 13, QXO announced its second quarter results. The company posted $3.25 billion in revenue compared to $1.91 billion during Q2 2025. Adjusted EBITDA clocked in at $272 million, exhibiting 33% year-on-year growth. Adjusted net income came in at $130 million, up by more than 19% relative to the same period last year. The comparison, however, is influenced by acquisition timing. This is because the 2026 quarter included Kodiak and a full quarter of Beacon, while the prior-year period included Beacon only from its April 29, 2025 acquisition date.
CEO and Chairman acknowledged the company's technological progress and financial growth during the quarter. He stated:
"We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade."
#year
QXO's acquisition of TopBuild is anticipated to be a highly accretive deal, with the company expecting at least $300 million of annual synergies by 2030. These will be linked with pricing, procurement, and cross-selling opportunities. Along with previous transactions involving $2.25 billion purchase of Kodiak Building Partners back in April and $11 billion acquisition of Beacon Roofing Supply in 2025, it makes QXO one of the top names across roofing, insulation, waterproofing, and building materials categories within North America.
The company's financials also appear encouraging. On August 13, QXO announced its second quarter results. The company posted $3.25 billion in revenue compared to $1.91 billion during Q2 2025. Adjusted EBITDA clocked in at $272 million, exhibiting 33% year-on-year growth. Adjusted net income came in at $130 million, up by more than 19% relative to the same period last year. The comparison, however, is influenced by acquisition timing. This is because the 2026 quarter included Kodiak and a full quarter of Beacon, while the prior-year period included Beacon only from its April 29, 2025 acquisition date.
CEO and Chairman acknowledged the company's technological progress and financial growth during the quarter. He stated:
"We are focused on our plan to more than double EBITDA by 2030 and reach $50 billion in revenue within the decade."
#year
2 months ago
Valued at a market cap of $130.3 billion, Prologis, Inc. (PLD) is a global leader in logistics real estate with a focus on high-barrier, high-growth markets. The company owns or has investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 1.3 billion square feet in 20 different countries.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." PLD fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the industrial REIT industry.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#high #Companies
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." PLD fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the industrial REIT industry.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#high #Companies
2 months ago
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in the $500,001 to $1 million range. These trades were disclosed in August.
Pelosi's spouse also bought Intel Corporation (NASDAQ:INTC) in July, picking up 10,000 shares in the $500,001 to $1 million range plus 50 call options.
Insider Monkey's proprietary database shows that 25 billionaires had stakes in Bloom Energy Corporation (NYSE:BE) as of the end of the second quarter, up from 22 billionaires in the quarter prior.
Intel saw a sharp increase in interest from smart money, as 40 billionaire-led funds ended the second quarter with the chipmaker's stock in their portfolios, up from 32 billionaires a quarter prior.
In this article, we will ******* yze Bloom Energy in detail.
#shares
Pelosi's spouse also bought Intel Corporation (NASDAQ:INTC) in July, picking up 10,000 shares in the $500,001 to $1 million range plus 50 call options.
Insider Monkey's proprietary database shows that 25 billionaires had stakes in Bloom Energy Corporation (NYSE:BE) as of the end of the second quarter, up from 22 billionaires in the quarter prior.
Intel saw a sharp increase in interest from smart money, as 40 billionaire-led funds ended the second quarter with the chipmaker's stock in their portfolios, up from 32 billionaires a quarter prior.
In this article, we will ******* yze Bloom Energy in detail.
#shares
2 months ago
Listen and subscribe to Power Players with Brian Sozzi on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts.
With roots dating back to 1868, Scotts Miracle-Gro (SMG) faces a future that hinges on getting a nonchalant Gen Z crowd to pay to fertilize their lawns, just like their proud green-lawn-owning parents.
New CEO Nate Baxter realizes the hill to climb is steep and chock-full of roadblocks, such as more people buying Astroturf for lawns or putting stones where grass once lived — and needing water to do so.
"So our core consumer that has been with us for decades. They're homeowners or renters who care about their lawn. They are dedicated. And they care about weeds — they don't want them. They want the perfect lawn story," Baxter said in a new episode of the Power Players with Brian Sozzi podcast (watch above; listen in below). "What we are seeing with the next generation of consumer is a real interest in going natural. They don't mind an occasional dandelion in their lawn."
Baxter said Scotts has released new fertilizer in recyclable paper bags and all-natural lawn food to cater to this finicky crowd. He promises a push into products that could help people connect with the health of their lawn's soil.
#players #scotts #listen #crowd
With roots dating back to 1868, Scotts Miracle-Gro (SMG) faces a future that hinges on getting a nonchalant Gen Z crowd to pay to fertilize their lawns, just like their proud green-lawn-owning parents.
New CEO Nate Baxter realizes the hill to climb is steep and chock-full of roadblocks, such as more people buying Astroturf for lawns or putting stones where grass once lived — and needing water to do so.
"So our core consumer that has been with us for decades. They're homeowners or renters who care about their lawn. They are dedicated. And they care about weeds — they don't want them. They want the perfect lawn story," Baxter said in a new episode of the Power Players with Brian Sozzi podcast (watch above; listen in below). "What we are seeing with the next generation of consumer is a real interest in going natural. They don't mind an occasional dandelion in their lawn."
Baxter said Scotts has released new fertilizer in recyclable paper bags and all-natural lawn food to cater to this finicky crowd. He promises a push into products that could help people connect with the health of their lawn's soil.
#players #scotts #listen #crowd
2 months ago
HealthEquity (NASDAQ:HQY) posted second-quarter fiscal 2027 results on August 27, which pushed revenue growth to 8% year over year, up from the 7% pace set over the first half of the year, a rare acceleration for a company already sitting on 10.7 million health savings accounts/HSAs. Adjusted EBITDA jumped 11% to $167 million, translating into a record 48% margin. Management raised full-year revenue and profit guidance on the back of that performance, and the numbers suggest a business getting more efficient even as it gets bigger.
The account growth alone would make for a solid quarter. New HSAs from sales rose 24% year over year to 202,000, the strongest second quarter the company has posted and its best stretch outside the fourth quarter open enrollment window. Total HSA ***** ets reached $37.9 billion, up 14%, while HSA invested ***** ets climbed 28% to $20.6 billion as 939,000 accounts now hold investments, a 20% increase. That distinction matters because members who invest carry balances four times larger than those who do not, so every account that starts investing compounds the relationship's value without HealthEquity signing up a single new client.
Engagement is following the same curve. Monthly active users on the mobile app hit 1.4 million in July, up 62% year over year, and total downloads passed 5 million. Marketplace, still a small piece of the business with about 14,000 active members, is already showing that purchasers are more likely to start contributing to their HSA than members who never buy anything through it. AI-driven automation resolved 85% of routine chat inquiries and contained 55% of card-related phone contacts, helping cut human-handled service calls by 25% even as total accounts grew 4%. Gross margin expanded to 74% of revenue from 71% a year earlier, and the company returned $108.1 million to shareholders through buybacks during the quarter.
Not everything is friction-free. CFO James Lucania acknowledged the competitive pressure on pricing, telling ***** ysts there is "absolutely headline price erosion," a year-over-year reduction that weighs on service revenue even as that segment still grew 6% to $124.4 million. GAAP net income of $65.6 million, or $0.78 per diluted share, ran well below the $103.8 million and $1.24 per share reported on a non-GAAP basis, a gap that included $3.3 million in one-time disposal costs tied to internally developed software the company no longer uses.
#year #million #members #healthequity
The account growth alone would make for a solid quarter. New HSAs from sales rose 24% year over year to 202,000, the strongest second quarter the company has posted and its best stretch outside the fourth quarter open enrollment window. Total HSA ***** ets reached $37.9 billion, up 14%, while HSA invested ***** ets climbed 28% to $20.6 billion as 939,000 accounts now hold investments, a 20% increase. That distinction matters because members who invest carry balances four times larger than those who do not, so every account that starts investing compounds the relationship's value without HealthEquity signing up a single new client.
Engagement is following the same curve. Monthly active users on the mobile app hit 1.4 million in July, up 62% year over year, and total downloads passed 5 million. Marketplace, still a small piece of the business with about 14,000 active members, is already showing that purchasers are more likely to start contributing to their HSA than members who never buy anything through it. AI-driven automation resolved 85% of routine chat inquiries and contained 55% of card-related phone contacts, helping cut human-handled service calls by 25% even as total accounts grew 4%. Gross margin expanded to 74% of revenue from 71% a year earlier, and the company returned $108.1 million to shareholders through buybacks during the quarter.
Not everything is friction-free. CFO James Lucania acknowledged the competitive pressure on pricing, telling ***** ysts there is "absolutely headline price erosion," a year-over-year reduction that weighs on service revenue even as that segment still grew 6% to $124.4 million. GAAP net income of $65.6 million, or $0.78 per diluted share, ran well below the $103.8 million and $1.24 per share reported on a non-GAAP basis, a gap that included $3.3 million in one-time disposal costs tied to internally developed software the company no longer uses.
#year #million #members #healthequity
2 months ago
The recent recovery across digital ****** ets could have further room to run, according to Needham & Company, which has increased its crypto trading volume forecasts for the exchanges and platforms covered by the firm.
"How sustainable is the crypto rebound? We believe it has legs," ****** yst John Todaro wrote in a note to clients, identifying three factors supporting the firm's ****** sment.
The first factor is a potential rotation in investor attention and capital. Needham said artificial intelligence stocks, which previously attracted significant retail participation, have cooled as regulatory pressures increase ahead of the midterm elections.
Retail trading activity in commodities, including oil and metals, has also moderated.
Against that backdrop, Needham believes digital ****** ets could become relatively more attractive to investors again as competing speculative trades lose some of their momentum.
#Crypto #trading #company
"How sustainable is the crypto rebound? We believe it has legs," ****** yst John Todaro wrote in a note to clients, identifying three factors supporting the firm's ****** sment.
The first factor is a potential rotation in investor attention and capital. Needham said artificial intelligence stocks, which previously attracted significant retail participation, have cooled as regulatory pressures increase ahead of the midterm elections.
Retail trading activity in commodities, including oil and metals, has also moderated.
Against that backdrop, Needham believes digital ****** ets could become relatively more attractive to investors again as competing speculative trades lose some of their momentum.
#Crypto #trading #company
2 months ago
MLPs like EPD carry UBTI risk inside an IRA, and their natural return-of-capital tax shelter already makes taxable accounts the better fit.
An 8% high-yield portfolio costs a 24% bracket investor $9,600 annually in taxes that a Roth eliminates entirely.
REITs and BDCs pay ordinary income taxed at your marginal rate. Roth placement converts that liability into permanent tax-free compounding.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enterprise Products Partners didn't make the cut. Grab the names FREE today.
Every April, high-yield investors in the 24% federal bracket quietly write a check to the IRS that they never had to send. A $500,000 portfolio spinning off roughly 8% in blended yield hands the government $9,600 per year in ordinary income tax when it sits in a taxable brokerage account. Inside a Roth, that same portfolio hands over zero. The stock selection determines whether that gap actually shows up, and one popular high-yield ***** et can turn the Roth advantage into a headache.
#Portfolio #free #bracket
An 8% high-yield portfolio costs a 24% bracket investor $9,600 annually in taxes that a Roth eliminates entirely.
REITs and BDCs pay ordinary income taxed at your marginal rate. Roth placement converts that liability into permanent tax-free compounding.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enterprise Products Partners didn't make the cut. Grab the names FREE today.
Every April, high-yield investors in the 24% federal bracket quietly write a check to the IRS that they never had to send. A $500,000 portfolio spinning off roughly 8% in blended yield hands the government $9,600 per year in ordinary income tax when it sits in a taxable brokerage account. Inside a Roth, that same portfolio hands over zero. The stock selection determines whether that gap actually shows up, and one popular high-yield ***** et can turn the Roth advantage into a headache.
#Portfolio #free #bracket
2 months ago
SpaceX's first orbital data center is now due to launch in the fourth quarter of 2027 — about a year earlier than the company told investors when it went public.
The company had earlier noted plans to start deploying satellites "as early as 2028" in its initial May Prospectus. Then on the company's first earnings call on Aug. 4, Musk said launches would start next year. And on Aug. 24 he put a quarter on it: "SpaceX, in partnership with Nvidia, has designed a ******* e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028," he wrote on X.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#next
The company had earlier noted plans to start deploying satellites "as early as 2028" in its initial May Prospectus. Then on the company's first earnings call on Aug. 4, Musk said launches would start next year. And on Aug. 24 he put a quarter on it: "SpaceX, in partnership with Nvidia, has designed a ******* e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028," he wrote on X.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#next
2 months ago
Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations.
As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.
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 »
Because public electrical grids take years to approve and connect massive industrial loads, Oracle relies on a mix of traditional utility grids, clean energy developers, and fast-deploying, on-site solutions, but Bloom is the largest part of that mix, especially because its fuel cells can generate electricity with minimal emissions.
Under a master services agreement, Oracle contracted for an initial 1.2 GW of solid oxide fuel cell capacity, which scaled up to 2.8 GW. Because Bloom's natural gas-fueled power servers can be installed directly on-site in as little as 55 to 90 days, they allow Oracle to bypass standard grid queue bottlenecks.
#NVIDIA #signal #fuel
As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.
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 »
Because public electrical grids take years to approve and connect massive industrial loads, Oracle relies on a mix of traditional utility grids, clean energy developers, and fast-deploying, on-site solutions, but Bloom is the largest part of that mix, especially because its fuel cells can generate electricity with minimal emissions.
Under a master services agreement, Oracle contracted for an initial 1.2 GW of solid oxide fuel cell capacity, which scaled up to 2.8 GW. Because Bloom's natural gas-fueled power servers can be installed directly on-site in as little as 55 to 90 days, they allow Oracle to bypass standard grid queue bottlenecks.
#NVIDIA #signal #fuel
2 months ago
Jim Cramer highlighted Sandisk Corporation (NASDAQ:SNDK) capital-return plans on the August 24 episode of Mad Money, as he said:
I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to shareholders. Some companies take a pretty extreme approach. Apple returned roughly 94% of its profits, mostly in the form of buybacks, and it dramatically shrunk its share count. That worked fabulously for years as the buyback crunched on and on...
Sandisk has a similar playbook. At its August 13th investor day, the memory maker dazzled with the announcement that it intends to return 100% of its excess cash to shareholders. The company rewarded shareholders with $4.5 billion in buybacks in its fiscal fourth quarter alone. Also added $14 billion to its repurchase authorization. That's one reason why the stock's up 529% year to date. That's the number one performer in the S&P 500… They kind of issued a put, a floor on the stock. Dell, the third-best performer, up 244%, wow, returned 126% of its net income to shareholders, 126%, mostly through buybacks. Net income was $5.9 billion. Buybacks were about $7.5 billion. I know that sounds reckless, but Dell's operating cash flow is more than $11 billion. They can afford it.
Sandisk Corporation's (NASDAQ:SNDK) fiscal 2026 results explain why investors have been willing to ***** ign the company a dramatically higher valuation. Revenue reached $20.25 billion, up 175% from fiscal 2025, while GAAP net income reached $11.43 billion, compared with a $1.64 billion loss a year earlier. Q4 revenue alone reached $8.97 billion, up 51% sequentially and 372% year over year. The most striking change was profitability. The company's fourth-quarter non-GAAP gross margin reached 84.6%, compared with 78.4% in the previous quarter and 26.4% in the year-ago quarter.
It is worth noting that the company said roughly two-thirds of its sequential fourth-quarter revenue increase came from pricing, while about one-third came from higher volume. If NAND prices remain elevated, Sandisk's unusually high gross margins give it substantial operating leverage.
#quarter #year #sandisk #revenue
I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to shareholders. Some companies take a pretty extreme approach. Apple returned roughly 94% of its profits, mostly in the form of buybacks, and it dramatically shrunk its share count. That worked fabulously for years as the buyback crunched on and on...
Sandisk has a similar playbook. At its August 13th investor day, the memory maker dazzled with the announcement that it intends to return 100% of its excess cash to shareholders. The company rewarded shareholders with $4.5 billion in buybacks in its fiscal fourth quarter alone. Also added $14 billion to its repurchase authorization. That's one reason why the stock's up 529% year to date. That's the number one performer in the S&P 500… They kind of issued a put, a floor on the stock. Dell, the third-best performer, up 244%, wow, returned 126% of its net income to shareholders, 126%, mostly through buybacks. Net income was $5.9 billion. Buybacks were about $7.5 billion. I know that sounds reckless, but Dell's operating cash flow is more than $11 billion. They can afford it.
Sandisk Corporation's (NASDAQ:SNDK) fiscal 2026 results explain why investors have been willing to ***** ign the company a dramatically higher valuation. Revenue reached $20.25 billion, up 175% from fiscal 2025, while GAAP net income reached $11.43 billion, compared with a $1.64 billion loss a year earlier. Q4 revenue alone reached $8.97 billion, up 51% sequentially and 372% year over year. The most striking change was profitability. The company's fourth-quarter non-GAAP gross margin reached 84.6%, compared with 78.4% in the previous quarter and 26.4% in the year-ago quarter.
It is worth noting that the company said roughly two-thirds of its sequential fourth-quarter revenue increase came from pricing, while about one-third came from higher volume. If NAND prices remain elevated, Sandisk's unusually high gross margins give it substantial operating leverage.
#quarter #year #sandisk #revenue
2 months ago
The London Company, an investment management company, released its second-quarter 2026 investor letter for its "Small-Mid Cap Strategy." The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%, supported by AI infrastructure spending, strong earnings, and easing Middle East tensions. Technology led the rally as semiconductors recovered, while Energy and defensive sectors lagged. The portfolio returned 12.1% gross and 11.8% net compared with a 20.3% gain in the Russell 2500 Index. Stock selection weighed on relative performance, as high-beta and high-volatility stocks dominated returns while Quality remained weak, although results improved in June as market participation broadened. Looking ahead, resilient earnings and AI productivity support a constructive outlook, but negative hyperscaler cash flow, sticky inflation, geopolitical risks, index concentration, and elevated valuations warrant caution. The strategy continues to emphasize quality, downside protection, and active management. Additionally, reviewing the Fund's top five holdings could also highlight its best ideas for 2026.
In its second-quarter 2026 investor letter, London Company SMID Cap Strategy highlighted White Mountains Insurance Group, Ltd. (NYSE:WTM). Headquartered in Hamilton, Bermuda, White Mountains Insurance Group, Ltd. (NYSE:WTM) is an insurance and other financial services provider. On August 26, 2026, White Mountains Insurance Group, Ltd. (NYSE:WTM) closed at $2,132.74 per share. Over the past month, White Mountains Insurance Group, Ltd. (NYSE:WTM) returned 0.39%, while its shares have gained 16.52% in the last 52 weeks. White Mountains Insurance Group, Ltd. (NYSE:WTM) has a market capitalization of $5.09 billion.
London Company SMID Cap Strategy stated the following regarding White Mountains Insurance Group, Ltd. (NYSE:WTM) in its Q2 2026 investor letter:
"White Mountains Insurance Group, Ltd. (NYSE:WTM) lagged during an otherwise uneventful quarter following strong prior period performance driven by the Bamboo transaction. The shares also benefited less from the broader market rebound after proving relatively defensive earlier in the year. We remain confident in management's disciplined capital allocation and ability to compound book value per share over the long term."
White Mountains Insurance Group, Ltd. (NYSE:WTM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held White Mountains Insurance Group, Ltd. (NYSE:WTM) at the end of the second quarter which was 22 in the previous quarter. While we acknowledge the potential of White Mountains Insurance Group, Ltd. (NYSE:WTM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
In its second-quarter 2026 investor letter, London Company SMID Cap Strategy highlighted White Mountains Insurance Group, Ltd. (NYSE:WTM). Headquartered in Hamilton, Bermuda, White Mountains Insurance Group, Ltd. (NYSE:WTM) is an insurance and other financial services provider. On August 26, 2026, White Mountains Insurance Group, Ltd. (NYSE:WTM) closed at $2,132.74 per share. Over the past month, White Mountains Insurance Group, Ltd. (NYSE:WTM) returned 0.39%, while its shares have gained 16.52% in the last 52 weeks. White Mountains Insurance Group, Ltd. (NYSE:WTM) has a market capitalization of $5.09 billion.
London Company SMID Cap Strategy stated the following regarding White Mountains Insurance Group, Ltd. (NYSE:WTM) in its Q2 2026 investor letter:
"White Mountains Insurance Group, Ltd. (NYSE:WTM) lagged during an otherwise uneventful quarter following strong prior period performance driven by the Bamboo transaction. The shares also benefited less from the broader market rebound after proving relatively defensive earlier in the year. We remain confident in management's disciplined capital allocation and ability to compound book value per share over the long term."
White Mountains Insurance Group, Ltd. (NYSE:WTM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held White Mountains Insurance Group, Ltd. (NYSE:WTM) at the end of the second quarter which was 22 in the previous quarter. While we acknowledge the potential of White Mountains Insurance Group, Ltd. (NYSE:WTM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
2 months ago
When Salesforce (CRM) reports second-quarter earnings on Wednesday, bullish **** ysts will be looking for management to stick with its guidance for organic revenue growth to reaccelerate in the second half of the fiscal year. Heading into the earnings report, Salesforce stock has gained 33% since June 30 but is still down 21% in 2026.
Software stocks generally have rebounded in July and August, with some investors shrugging off worries over artificial intelligence disrupting the industry.
In Q2 earnings report previews, Wall Street **** ysts have focused on trends in customer contract renewals, the company's acquisition spree since May 2025, continued management turnover, and traction with new AI products. When reporting Q1 financial results, management guided to a revenue growth reacceleration in late 2026.
"We believe the primary driver of upside to the shares from current levels will be led by a re-rating, the magnitude and timing of which will depend on the revenue growth acceleration," said JPMorgan **** yst Samik Chatterjee, in a report.
In Q2, **** ysts project adjusted EPS of $3.28, up 12%, with revenue growing nearly 11% to $11.33 billion.
#revenue
Software stocks generally have rebounded in July and August, with some investors shrugging off worries over artificial intelligence disrupting the industry.
In Q2 earnings report previews, Wall Street **** ysts have focused on trends in customer contract renewals, the company's acquisition spree since May 2025, continued management turnover, and traction with new AI products. When reporting Q1 financial results, management guided to a revenue growth reacceleration in late 2026.
"We believe the primary driver of upside to the shares from current levels will be led by a re-rating, the magnitude and timing of which will depend on the revenue growth acceleration," said JPMorgan **** yst Samik Chatterjee, in a report.
In Q2, **** ysts project adjusted EPS of $3.28, up 12%, with revenue growing nearly 11% to $11.33 billion.
#revenue
2 months ago
The S&P 500 Index ($SPX) (SPY) closed down by -0.28% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -0.97%. E-mini S&P futures (ESU26) fell -0.27%, and September E-mini Nasdaq futures (NQU26) fell -0.95%.
Stock indices settled mostly lower on Monday, with the S&P 500 falling to a 2.5-week low and the Nasdaq 100 falling to a 3-week low. The broader market was under pressure on Monday amid the weakness in chipmakers and AI-infrastructure stocks. Also, weighing on market sentiment was the collapse of trade talks late last Friday between Canada and the US, prompting the US to apply a 50% tariff on about $20 billion of Canadian goods. Canada announced retaliation on US goods that will take effect on September 8.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
#closed #Stock #lower #stocks
Stock indices settled mostly lower on Monday, with the S&P 500 falling to a 2.5-week low and the Nasdaq 100 falling to a 3-week low. The broader market was under pressure on Monday amid the weakness in chipmakers and AI-infrastructure stocks. Also, weighing on market sentiment was the collapse of trade talks late last Friday between Canada and the US, prompting the US to apply a 50% tariff on about $20 billion of Canadian goods. Canada announced retaliation on US goods that will take effect on September 8.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
#closed #Stock #lower #stocks
2 months ago
Nvidia's 15% price hike hands Alphabet (GOOGL) a sales pitch for its TPUs and keeps Marvell (MRVL) winning regardless of which architecture dominates.
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
2 months ago
On August 5, Meta Platforms, Inc. (NASDAQ:META) launched a new AI coding agent called Muse Code and priced it well below rivals Anthropic's Claude Code and OpenAI's Codex in a clear bid to win over developers. The release landed the same week. Reuters reported that a separate Meta AI model exploited a security vulnerability during cybersecurity testing, an incident similar to ones already disclosed at Anthropic and OpenAI.
Muse Code comes in two pricing tiers: one matches Meta Platforms, Inc. (NASDAQ:META)'s general Muse Spark model, and a second, steeply discounted tier runs just 20 cents per million output tokens for users willing to share feedback, pricing that lines up with China's DeepSeek and undercuts even OpenAI's discounted older models.
Meta AI chief Alexandr **** put it simply, saying the pricing can be an incredibly good option for a lot of workflows, especially from a cost perspective. The stakes here are real. Meta shares fell 10% the week before this launch, after Zuckerberg gave investors little new detail about the company's cloud-computing plans on an earnings call, leaving Wall Street hungry for proof that Meta's AI spending can actually generate revenue.
Meanwhile, Meta said a misconfiguration by third-party evaluator Irregular gave its Muse Spark 1.1 model unintended internet access during testing. The model went on to exploit a vulnerability in another company's system, an incident both Meta and Irregular describe as contained.
Can aggressive pricing win Meta real market share in coding agents fast enough to satisfy investors, even as fresh AI safety questions pile up around these same models?
#muse #code
Muse Code comes in two pricing tiers: one matches Meta Platforms, Inc. (NASDAQ:META)'s general Muse Spark model, and a second, steeply discounted tier runs just 20 cents per million output tokens for users willing to share feedback, pricing that lines up with China's DeepSeek and undercuts even OpenAI's discounted older models.
Meta AI chief Alexandr **** put it simply, saying the pricing can be an incredibly good option for a lot of workflows, especially from a cost perspective. The stakes here are real. Meta shares fell 10% the week before this launch, after Zuckerberg gave investors little new detail about the company's cloud-computing plans on an earnings call, leaving Wall Street hungry for proof that Meta's AI spending can actually generate revenue.
Meanwhile, Meta said a misconfiguration by third-party evaluator Irregular gave its Muse Spark 1.1 model unintended internet access during testing. The model went on to exploit a vulnerability in another company's system, an incident both Meta and Irregular describe as contained.
Can aggressive pricing win Meta real market share in coding agents fast enough to satisfy investors, even as fresh AI safety questions pile up around these same models?
#muse #code
2 months ago
3 months ago
This story was originally published on QSR. To receive daily news and insights, subscribe to our free daily QSR AM Jolt.
Jeff's Bagel Run, the fast-growing bagel brand known for making its bagels from scratch in every shop throughout the day, has awarded a 10-unit franchise agreement covering Eastern and South Central Pennsylvania.
The agreement marks Jeff's Bagel Run's entry into Pennsylvania and establishes a development corridor extending from the Harrisburg area east through Reading and the Lehigh Valley to suburban Philadelphia. Site selection is now underway, with the franchise group actively evaluating real estate opportunities and leadership resources across the territory.
"Pennsylvania knows its bagels, so we know we'll have to earn our place here," said Jeff Perera, co-founder of Jeff's Bagel Run. "Plenty of bagel brands are growing. We may be the only one doing it the hard way—starting with flour and mixing, boiling and baking every bagel in every shop throughout the day. There are certainly easier ways to scale, but we haven't found one that makes a better bagel. Now we're looking for multiple sites and neighborhoods to bring that experience to Pennsylvania."
The expansion will be led by experienced multi-unit franchisees Jay and Amy DeLuca, along with operating partners Eric Clark and Nadia Hankin who reside in Harrisburg. The group brings extensive experience in site selection, new-store development, building strong teams, marketing and community involvement.
#bagel #pennsylvania #site
Jeff's Bagel Run, the fast-growing bagel brand known for making its bagels from scratch in every shop throughout the day, has awarded a 10-unit franchise agreement covering Eastern and South Central Pennsylvania.
The agreement marks Jeff's Bagel Run's entry into Pennsylvania and establishes a development corridor extending from the Harrisburg area east through Reading and the Lehigh Valley to suburban Philadelphia. Site selection is now underway, with the franchise group actively evaluating real estate opportunities and leadership resources across the territory.
"Pennsylvania knows its bagels, so we know we'll have to earn our place here," said Jeff Perera, co-founder of Jeff's Bagel Run. "Plenty of bagel brands are growing. We may be the only one doing it the hard way—starting with flour and mixing, boiling and baking every bagel in every shop throughout the day. There are certainly easier ways to scale, but we haven't found one that makes a better bagel. Now we're looking for multiple sites and neighborhoods to bring that experience to Pennsylvania."
The expansion will be led by experienced multi-unit franchisees Jay and Amy DeLuca, along with operating partners Eric Clark and Nadia Hankin who reside in Harrisburg. The group brings extensive experience in site selection, new-store development, building strong teams, marketing and community involvement.
#bagel #pennsylvania #site
3 months ago
Amazon trades 13% below its 52-week high while AWS just posted 28% growth at its best operating margin in 15 quarters.
AMZN's consensus target of $314 implies 27% upside, with 62 of 66 ****** ysts rating it Buy despite shares badly lagging 74% earnings growth.
Trainium2 is fully subscribed and Trainium3 nearly committed, locking in a 2027 revenue ramp from OpenAI and Anthropic before the market prices it in.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) at $247.23 looks attractively priced, with a base case pointing to meaningful upside through the end of 2026. The stock trades roughly 13% below its 52-week high while AWS posts its fastest growth in years, a setup that rarely lasts once the market catches up.
#Growth #trainium2
AMZN's consensus target of $314 implies 27% upside, with 62 of 66 ****** ysts rating it Buy despite shares badly lagging 74% earnings growth.
Trainium2 is fully subscribed and Trainium3 nearly committed, locking in a 2027 revenue ramp from OpenAI and Anthropic before the market prices it in.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) at $247.23 looks attractively priced, with a base case pointing to meaningful upside through the end of 2026. The stock trades roughly 13% below its 52-week high while AWS posts its fastest growth in years, a setup that rarely lasts once the market catches up.
#Growth #trainium2
