8 days ago
It's no secret that Arm Holdings (NASDAQ: ARM) is a crucial piece of the artificial intelligence (AI) puzzle. But how often do you think of Arm as a top-shelf AI investment? It's easy to forget this impressive compounder amid the glitzy hypergrowth of Nvidia's and AMD's expensive AI accelerators.
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
Arm doesn't build the chips that train large language models. The company doesn't actually build chips at all. Instead, Arm designs fundamental instruction sets and CPU cores. It licenses those designs to anyone with a fab contract and an ambition and collects a royalty on every unit shipped. It's basically a toll booth on a road that keeps getting wider.
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 »
Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU pairs Arm cores with its accelerators. Amazon's Graviton, Microsoft's Cobalt, and Alphabet's Google Axion are all Arm-based, built in-house by companies that spend like nation-states on server capacity.
Every AI cluster on the planet needs general-purpose compute to feed the high-speed AI accelerators, handle networking, and run the orchestration layer. A growing share of that work sits on Arm designs.
#signal #flashing #build #chips
9 days ago
Apple (NASDAQ:AAPL) is reportedly considering a big move that could reshape the company. The Information reported on Wednesday that the iPhone maker was considering developing its own artificial intelligence server, which would be Apple's first activity in the enterprise server market since 2011.
The proposal would combine Apple's custom silicon with networking technology supplied by Nvidia (NASDAQ:NVDA) to develop AI servers that could be offered with either two or four M8 Ultra chips, which are Apple's top-performing processors, and geared specifically for AI inference.
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 »
Such a move, the first major action under new CEO John Ternus, would signal that Apple is ready to invest in AI architecture to use its custom-made chips in products beyond its consumer devices, which would be a significant shift in company strategy.
Image source: Getty Images.
#flashing
The proposal would combine Apple's custom silicon with networking technology supplied by Nvidia (NASDAQ:NVDA) to develop AI servers that could be offered with either two or four M8 Ultra chips, which are Apple's top-performing processors, and geared specifically for AI inference.
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 »
Such a move, the first major action under new CEO John Ternus, would signal that Apple is ready to invest in AI architecture to use its custom-made chips in products beyond its consumer devices, which would be a significant shift in company strategy.
Image source: Getty Images.
#flashing
9 days ago
On September 14, Radiant Logistics (NYSEAMERICAN:RLGT) held its fourth fiscal quarter earnings call, and the headline numbers landed harder than a typical logistics update. Net income jumped 53.1% to $7.5 million for the quarter ended June 30, while revenue climbed 18.5% to $261.4 million. Look past that one quarter, though, and the picture gets more complicated, because full-year adjusted profitability actually fell. That gap between a blowout quarter and a softer year is what makes this name worth a closer look.
The fourth fiscal quarter was strong from top to bottom. Adjusted EBITDA rose 31.6% to $10.4 million, margin expanded 240 basis points to 15.5%, and adjusted net income climbed 34.5% to $7.4 million, all against organic revenue growth of 8%. Management credited the acceleration to US forwarding operations and international airfreight, including work supporting disaster relief after typhoon activity hit the Western Pacific earlier this year, plus airfreight demand tied to capital flows into global data center buildouts.
The balance sheet backs up the story. Radiant enters fiscal 2027 with zero net debt, $25.6 million in cash as of June 30, and a $200 million senior credit facility that was extended and restated in August, pushing maturity out to August 7, 2031, while its acquisition-focused accordion grew to $100 million from $75 million. On the domestic side, capacity has been exiting the truckload and intermodal markets, and spot rates and tender rejections moved higher late in the quarter. Radiant also launched a new independent agent program at Radiant Road & Rail during the quarter, extending its freight forwarding agent network into truck brokerage and intermodal, while Navegate is gaining traction, with one enterprise customer now managing more than 1,400 vendors on the platform.
The full-year numbers tell a different story than the quarter does. Revenue rose just 3.5% to $934.4 million from $902.7 million, a fraction of the fourth quarter's 18.5% pace, and full-year net income grew a modest 8.7% to $18.8 million. Full-year adjusted EBITDA actually fell 5.4% to $36.7 million from $38.8 million, and that figure included a $1.3 million First Brands adjustment. Strip that out and normalized adjusted EBITDA comes in at $35.4 million, an even steeper decline than the headline number suggests.
The operating backdrop stays complicated too. Ocean shipping routes remain disrupted by the closure of the Strait of Hormuz and continued Houthi activity affecting Suez Canal transits, keeping capacity tight on key trade lanes. US tariff policy is generating elevated IEEPA-related filing activity, and Canada put new retaliatory tariff measures into effect in early September, adding fresh complexity for shippers moving goods across that border. Management itself acknowledged that the domestic truck brokerage improvement seen late in the fourth quarter is not yet fully reflected in the reported results.
#quarter #revenue
The fourth fiscal quarter was strong from top to bottom. Adjusted EBITDA rose 31.6% to $10.4 million, margin expanded 240 basis points to 15.5%, and adjusted net income climbed 34.5% to $7.4 million, all against organic revenue growth of 8%. Management credited the acceleration to US forwarding operations and international airfreight, including work supporting disaster relief after typhoon activity hit the Western Pacific earlier this year, plus airfreight demand tied to capital flows into global data center buildouts.
The balance sheet backs up the story. Radiant enters fiscal 2027 with zero net debt, $25.6 million in cash as of June 30, and a $200 million senior credit facility that was extended and restated in August, pushing maturity out to August 7, 2031, while its acquisition-focused accordion grew to $100 million from $75 million. On the domestic side, capacity has been exiting the truckload and intermodal markets, and spot rates and tender rejections moved higher late in the quarter. Radiant also launched a new independent agent program at Radiant Road & Rail during the quarter, extending its freight forwarding agent network into truck brokerage and intermodal, while Navegate is gaining traction, with one enterprise customer now managing more than 1,400 vendors on the platform.
The full-year numbers tell a different story than the quarter does. Revenue rose just 3.5% to $934.4 million from $902.7 million, a fraction of the fourth quarter's 18.5% pace, and full-year net income grew a modest 8.7% to $18.8 million. Full-year adjusted EBITDA actually fell 5.4% to $36.7 million from $38.8 million, and that figure included a $1.3 million First Brands adjustment. Strip that out and normalized adjusted EBITDA comes in at $35.4 million, an even steeper decline than the headline number suggests.
The operating backdrop stays complicated too. Ocean shipping routes remain disrupted by the closure of the Strait of Hormuz and continued Houthi activity affecting Suez Canal transits, keeping capacity tight on key trade lanes. US tariff policy is generating elevated IEEPA-related filing activity, and Canada put new retaliatory tariff measures into effect in early September, adding fresh complexity for shippers moving goods across that border. Management itself acknowledged that the domestic truck brokerage improvement seen late in the fourth quarter is not yet fully reflected in the reported results.
#quarter #revenue
10 days ago
New York-based Datadog, Inc. (DDOG) is a cloud-based observability and security company that helps businesses monitor, troubleshoot, and secure their entire technology stack in real time. Its platform brings together infrastructure monitoring, application performance monitoring (APM), log management, user experience monitoring, cloud security, and AI observability in a single platform.
With a market cap of $82.6 billion, Datadog has firmly established itself as a large-cap technology player. But its size isn't the only thing turning heads. The company's real competitive edge is its all-in-one, cloud-native platform, which gives businesses a single window into their infrastructure, applications, logs, security, and increasingly complex AI workloads.
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#cloud #security #monitoring
With a market cap of $82.6 billion, Datadog has firmly established itself as a large-cap technology player. But its size isn't the only thing turning heads. The company's real competitive edge is its all-in-one, cloud-native platform, which gives businesses a single window into their infrastructure, applications, logs, security, and increasingly complex AI workloads.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
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#cloud #security #monitoring
12 days ago
NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc. (NASDAQ:CRWV), which sells access to computing infrastructure, the harder question is how much of that rent becomes a return.
The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA's H100 SXM at $3.17 per GPU-hour and its older A100 SXM4 at $1.05. Those are market benchmarks, not CoreWeave's realized prices or the economics of its entire fleet.
The distinction matters because a chip can remain useful without every owner earning an attractive return on the equipment purchased around it.
NVIDIA benefits when buyers believe its systems can serve workloads across multiple product generations. A longer revenue-producing life can make the initial purchase easier to justify and reinforce confidence in its computing ecosystem.
That does not guarantee faster replacement demand. Customers able to run suitable tasks on older equipment may defer some upgrades. NVIDIA still needs new systems to offer advantages worth paying for, especially when power and facility capacity constrain deployment.
#NASDAQ #rental #computing #return
The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA's H100 SXM at $3.17 per GPU-hour and its older A100 SXM4 at $1.05. Those are market benchmarks, not CoreWeave's realized prices or the economics of its entire fleet.
The distinction matters because a chip can remain useful without every owner earning an attractive return on the equipment purchased around it.
NVIDIA benefits when buyers believe its systems can serve workloads across multiple product generations. A longer revenue-producing life can make the initial purchase easier to justify and reinforce confidence in its computing ecosystem.
That does not guarantee faster replacement demand. Customers able to run suitable tasks on older equipment may defer some upgrades. NVIDIA still needs new systems to offer advantages worth paying for, especially when power and facility capacity constrain deployment.
#NASDAQ #rental #computing #return
13 days ago
Most investors bury their mistakes in a footnote. Warren Buffett prints his in the shareholder letter, in plain English, with his name on it.
For most of the past decade, the story around Berkshire Hathaway (BRK.A) (BRK.B) and its industrial businesses was maintenance rather than growth. Railroads, utilities, insurance float, a slow grind of cash into the same pile.
The exciting money went somewhere else. It went into chips, cloud contracts and anything with a graphics processing unit bolted to it.
That framing skipped a physical step. Before one chip in a new data center draws a watt, somebody has to build the machine that produces the watt.
And the hottest, most stressed piece inside that machine is a cast slab of superalloy that only a handful of companies on earth know how to pour without cracking it.
#machine #warren #buffett #english
For most of the past decade, the story around Berkshire Hathaway (BRK.A) (BRK.B) and its industrial businesses was maintenance rather than growth. Railroads, utilities, insurance float, a slow grind of cash into the same pile.
The exciting money went somewhere else. It went into chips, cloud contracts and anything with a graphics processing unit bolted to it.
That framing skipped a physical step. Before one chip in a new data center draws a watt, somebody has to build the machine that produces the watt.
And the hottest, most stressed piece inside that machine is a cast slab of superalloy that only a handful of companies on earth know how to pour without cracking it.
#machine #warren #buffett #english
14 days ago
Rocket Lab (RKLB) shares are inching higher on Friday morning after Raymond James ***** yst Brian Gesuale issued a bullish note in favor of the ***** e infrastructure company. Gesuale ***** umed coverage of RKLB today with an "Outperform" rating and an $80 price objective, which signals potential upside of more than 25% from current levels.
His bullish call suggests Rocket Lab stock is poised to reclaim some of its recent losses. As of this writing, it's down more than 55% versus its year-to-date high.
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#Stock
His bullish call suggests Rocket Lab stock is poised to reclaim some of its recent losses. As of this writing, it's down more than 55% versus its year-to-date high.
Why It's Time to Load Up on Intel Stock
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.
NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe
#Stock
17 days ago
Last Updated: Sept. 9, 2026 at 7:22pm ET
9월. 9일 오전 5:48 New York 시간
By
Emese Bartha, Dow Jones Newswires
The recent rise in long-term U.S. Treasury yields isn't a cause for concern but the debt situation is becoming increasingly unsustainable, DNB ***** et Management's Ingvild Borgen said in a note.
#jones #newswires
9월. 9일 오전 5:48 New York 시간
By
Emese Bartha, Dow Jones Newswires
The recent rise in long-term U.S. Treasury yields isn't a cause for concern but the debt situation is becoming increasingly unsustainable, DNB ***** et Management's Ingvild Borgen said in a note.
#jones #newswires
0.00$ raised of 0.00$ goal
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21 days ago
Coca-Cola (NYSE: KO) has long been one of the most closely watched consumer stocks. Coca-Cola's flagship beverage anchors the stock, and its success is arguably the biggest factor in supporting the 64 consecutive years of dividend increases.
Moreover, under Warren Buffett's leadership at the time, Berkshire Hathaway has owned the stock for decades, holding 9.3% of Coca-Cola's outstanding shares.
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 »
Nonetheless, investors should think twice about paying $88 per share for it. For one, that takes its P/E ratio to 27, well above archrival PepsiCo at an 18 earnings multiple.
Additionally, PepsiCo's dividend yields almost 4.2%, well above the near 2.4% cash return investors now earn from Coca-Cola. Still, both stocks retain Dividend King status by virtue of more than half a century of annual payout hikes. Also, Coca-Cola investors should also not ignore the dividend, as it is typically the primary source of returns.
#signal
Moreover, under Warren Buffett's leadership at the time, Berkshire Hathaway has owned the stock for decades, holding 9.3% of Coca-Cola's outstanding shares.
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 »
Nonetheless, investors should think twice about paying $88 per share for it. For one, that takes its P/E ratio to 27, well above archrival PepsiCo at an 18 earnings multiple.
Additionally, PepsiCo's dividend yields almost 4.2%, well above the near 2.4% cash return investors now earn from Coca-Cola. Still, both stocks retain Dividend King status by virtue of more than half a century of annual payout hikes. Also, Coca-Cola investors should also not ignore the dividend, as it is typically the primary source of returns.
#signal
22 days ago
Andvari **** ociates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow **** ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari **** ociates highlighted Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is a building materials company that supplies aggregates and heavy-side building materials to the construction industry. On September 02, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $517.07 per share, reflecting a market capitalization of $36.72 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑3.94%, while its shares lost 16.46% over the past 52 weeks.
Andvari **** ociates stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"All this said, Andvari does have some exposure to the AI theme. Martin Marietta Materials, Inc. (NYSE:MLM) one of the largest aggregates companies in the U.S., is also a minor beneficiary of the AI theme given robust construction activity in data centers and power generation. Texas Instruments and Martin Marietta might be getting a nice temporary **** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the second quarter, which was 65 in the previous quarter. While we acknowledge the potential of Martin Marietta Materials, Inc. (NYSE:MLM) 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
In its second-quarter 2026 investor letter, Andvari **** ociates highlighted Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is a building materials company that supplies aggregates and heavy-side building materials to the construction industry. On September 02, 2026, Martin Marietta Materials, Inc. (NYSE:MLM) closed at $517.07 per share, reflecting a market capitalization of $36.72 billion. Martin Marietta Materials, Inc. (NYSE:MLM) posted a one‑month return of ‑3.94%, while its shares lost 16.46% over the past 52 weeks.
Andvari **** ociates stated the following regarding Martin Marietta Materials, Inc. (NYSE:MLM) in its Q2 2026 investor letter:
"All this said, Andvari does have some exposure to the AI theme. Martin Marietta Materials, Inc. (NYSE:MLM) one of the largest aggregates companies in the U.S., is also a minor beneficiary of the AI theme given robust construction activity in data centers and power generation. Texas Instruments and Martin Marietta might be getting a nice temporary **** p in profits and revenues from helping build out AI infrastructure, but AI and data center-related revenues are by no means the majority of revenues for either of these two companies."
Martin Marietta Materials, Inc. (NYSE:MLM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) at the end of the second quarter, which was 65 in the previous quarter. While we acknowledge the potential of Martin Marietta Materials, Inc. (NYSE:MLM) 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
23 days ago
On August 11, Kristina Ruggeri from Argus upgraded The Boeing Company (NYSE:BA) from Hold to Buy, based on the company's long-term prospects within the expanding commercial aerospace segment. The ****** yst expects the company's impressive backlog, topline growth and margins to continue expanding after the management made progress in addressing concerns linked with production and profitability. Ruggeri's price target of $265 results in more than 26% upside potential as of August 28 closing. Let's explore the underlying business fundamentals that support this rating upgrade.
Recent financials clearly back the rating upgrade by Argus, as the company reported $24.6 billion in Q2 2026 revenue compared to $22.7 billion during Q2 2025. The 8% topline expansion primarily reflected 171 commercial deliveries during the quarter. Despite a core loss of ($0.76) per share, the company's cash flows turned positive amid improved working capital. In the second quarter, it posted $1.4 billion in operating cash flow and $631 million in free cash flow. Management reiterated its optimistic FCF projections, with a full-year guidance between $1 billion and $3 billion, depending partly on delivery volumes and timing of customer receipts.
The company's demand backlog further strengthens the bullish narrative, as it reported $715 billion in total backlog by the end of second quarter. This included a backlog of $597 billion for commercial airplanes segment, involving more than 6,200 aircraft. It is composed of thousands of orders for 737 MAX, along with elevated demand across its wide-body segment covering 767, 777, and 787 programs. Backlogs for Defense, ****** e & Security, and Global Services segments stood at $85 billion and $33 billion, respectively.
Company President and CEO, Kelly Ortberg, reflected on the remainder of the year, stating:
"While there is more work ahead in the second half of the year, the momentum we are building continues to move Boeing in the right direction."
#second
Recent financials clearly back the rating upgrade by Argus, as the company reported $24.6 billion in Q2 2026 revenue compared to $22.7 billion during Q2 2025. The 8% topline expansion primarily reflected 171 commercial deliveries during the quarter. Despite a core loss of ($0.76) per share, the company's cash flows turned positive amid improved working capital. In the second quarter, it posted $1.4 billion in operating cash flow and $631 million in free cash flow. Management reiterated its optimistic FCF projections, with a full-year guidance between $1 billion and $3 billion, depending partly on delivery volumes and timing of customer receipts.
The company's demand backlog further strengthens the bullish narrative, as it reported $715 billion in total backlog by the end of second quarter. This included a backlog of $597 billion for commercial airplanes segment, involving more than 6,200 aircraft. It is composed of thousands of orders for 737 MAX, along with elevated demand across its wide-body segment covering 767, 777, and 787 programs. Backlogs for Defense, ****** e & Security, and Global Services segments stood at $85 billion and $33 billion, respectively.
Company President and CEO, Kelly Ortberg, reflected on the remainder of the year, stating:
"While there is more work ahead in the second half of the year, the momentum we are building continues to move Boeing in the right direction."
#second
24 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Citi Custom Cash was the highest-ranking Citi card in multiple categories, including cash back, 0% APR, and groceries. As a no-annual-fee credit card, it's a formidable force on multiple fronts, especially if you want to earn high rewards rates on everyday purchases.
Read our full Citi Custom Cash Card review
Why we like it: The Citi Strata Premier has a low annual fee and an excellent rewards rate unmatched by many similar travel credit cards. This is especially true with its 3x return at supermarkets and gas stations, making the Strata Premier an exceptional choice for earning travel rewards on common expenses.
Why we like it: The Citi Double Cash provides a 0% intro APR period on balance transfers that's well above the average length, giving you plenty of time to pay down existing debt without worrying about accruing interest. In addition, this is a top-tier cash-back card with its 2% cash-back rate on all eligible purchases.
#premier
Why we like it: The Citi Custom Cash was the highest-ranking Citi card in multiple categories, including cash back, 0% APR, and groceries. As a no-annual-fee credit card, it's a formidable force on multiple fronts, especially if you want to earn high rewards rates on everyday purchases.
Read our full Citi Custom Cash Card review
Why we like it: The Citi Strata Premier has a low annual fee and an excellent rewards rate unmatched by many similar travel credit cards. This is especially true with its 3x return at supermarkets and gas stations, making the Strata Premier an exceptional choice for earning travel rewards on common expenses.
Why we like it: The Citi Double Cash provides a 0% intro APR period on balance transfers that's well above the average length, giving you plenty of time to pay down existing debt without worrying about accruing interest. In addition, this is a top-tier cash-back card with its 2% cash-back rate on all eligible purchases.
#premier
24 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: The Chase Freedom Unlimited is a heavy-hitter rewards earner and has a generous intro APR, all with no annual cost. Even better, you have flexibility with your redemption options, with complete control over redeeming your rewards for cash back, travel, gift cards, and more.
Why we like it: The Chase Sapphire Preferred is one of the best cards for travelers because it earns valuable Chase Ultimate Rewards points and has a low annual fee. You also have flexibility with your redemption options, including redeeming points for airfare, hotel stays, rental cars, transfer partners, and more.
Why we like it: If you want a straightforward card for earning travel rewards on all your eligible purchases, look no further than the Capital One Venture Rewards. This card doesn't have confusing spend categories, making it the perfect addition to your wallet if you want one card for everything.
Why we like it: The Capital One Savor has an excellent 0% intro APR offer for new cardmembers, and it also checks multiple other boxes to ensure it provides lasting value. It has no foreign transaction fees, no annual fee, and one of the best rewards rates available for earning unlimited cash back on everyday purchases.
#card #capital #intro
Why we like it: The Chase Freedom Unlimited is a heavy-hitter rewards earner and has a generous intro APR, all with no annual cost. Even better, you have flexibility with your redemption options, with complete control over redeeming your rewards for cash back, travel, gift cards, and more.
Why we like it: The Chase Sapphire Preferred is one of the best cards for travelers because it earns valuable Chase Ultimate Rewards points and has a low annual fee. You also have flexibility with your redemption options, including redeeming points for airfare, hotel stays, rental cars, transfer partners, and more.
Why we like it: If you want a straightforward card for earning travel rewards on all your eligible purchases, look no further than the Capital One Venture Rewards. This card doesn't have confusing spend categories, making it the perfect addition to your wallet if you want one card for everything.
Why we like it: The Capital One Savor has an excellent 0% intro APR offer for new cardmembers, and it also checks multiple other boxes to ensure it provides lasting value. It has no foreign transaction fees, no annual fee, and one of the best rewards rates available for earning unlimited cash back on everyday purchases.
#card #capital #intro
26 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $78,559.11 on Tuesday, September 1, 2026, 1.1% higher than Monday's opening price. As of 8:19 a.m. ET this morning, the price of bitcoin fell to $77,945.97.
Ethereum (ETH-USD) opened at $2,467.13 on Tuesday, September 1, 2026, up 2% from Monday's opening price. The price of ethereum edged lower this morning to $2,454.23 as of 8:19 a.m. ET.
Crypto, gold, and silver prices are all following a similar pattern this morning: stronger openings than yesterday are giving way as mounting expectations that the Fed will raise rates later this month weigh on prices.
According to the CME Group's FedWatch tool, there's currently a 66.4% chance the Fed raises rates by 25 basis points later this month, and a 33.6% expectation that it will leave rates unchanged. Just last week, the opposite was true: economists estimated a 60.4% chance the Fed would leave rates unchanged and a 39.6% chance rates would rise.
#chance #Bitcoin #opened #opening
Bitcoin (BTC-USD) opened at $78,559.11 on Tuesday, September 1, 2026, 1.1% higher than Monday's opening price. As of 8:19 a.m. ET this morning, the price of bitcoin fell to $77,945.97.
Ethereum (ETH-USD) opened at $2,467.13 on Tuesday, September 1, 2026, up 2% from Monday's opening price. The price of ethereum edged lower this morning to $2,454.23 as of 8:19 a.m. ET.
Crypto, gold, and silver prices are all following a similar pattern this morning: stronger openings than yesterday are giving way as mounting expectations that the Fed will raise rates later this month weigh on prices.
According to the CME Group's FedWatch tool, there's currently a 66.4% chance the Fed raises rates by 25 basis points later this month, and a 33.6% expectation that it will leave rates unchanged. Just last week, the opposite was true: economists estimated a 60.4% chance the Fed would leave rates unchanged and a 39.6% chance rates would rise.
#chance #Bitcoin #opened #opening
1 month ago
Meta Platforms and state attorneys general have held talks about a potential settlement before the trial concludes, in a lawsuit that accuses the company of intentionally building Facebook and Instagram in ways meant to hook teenagers, according to Bloomberg.
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#meta #settlement #bloomberg #Colorado
Entering its second week in federal court in Oakland, California, the trial pits the attorneys general of 29 states against the company, with those officials seeking both monetary penalties and court-ordered changes to how Meta runs its platforms. People familiar with the settlement discussions asked not to be identified due to their sensitivity, according to Bloomberg.
A spokesperson for Meta had no immediate comment. A representative of the California attorney general's office declined to comment, and representatives of the other three states leading the case — Colorado, Kentucky, and New Jersey — did not immediately respond to requests for comment.
Meta's internal estimates place the maximum penalty exposure from an adverse verdict at roughly $1.4 trillion, a figure approaching the company's total market capitalization. A settlement would likely amount to a far smaller sum.
At the heart of the states' case are claimed breaches of both state consumer protection statutes and the federal Children's Online Privacy Protection Act, laws whose per-violation fines can compound into enormous totals given the scale of Meta's underage user base. The four lead states — California, Colorado, Kentucky, and New Jersey — are also pressing additional consumer protection claims under their individual state laws, while all 29 states are pursuing federal claims tied to alleged data collection of minors without parental consent.
#meta #settlement #bloomberg #Colorado
1 month ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#NYSE
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#NYSE
1 month ago
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The AI industry just got even more expensive.
On Aug. 10, NVIDIA announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure (1).
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
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #moneywise #jpmorgan #earn
The AI industry just got even more expensive.
On Aug. 10, NVIDIA announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure (1).
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
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #moneywise #jpmorgan #earn
1 month ago
Minda Corporation will invest close to Rs2.70bn ($28.2m) to build a new manufacturing facility in Pune, Maharashtra, to produce thin film transistor (TFT) displays for automotive use, executive director Aakash Minda told CNBC.
The project has secured approval under the Indian government's Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors.
According to the report, it is designed to cut the company's reliance on imported displays while strengthening its manufacturing presence within India.
At the outset, the plant will concentrate on automotive displays for instrument clusters, infotainment systems and ******* pits.
Minda already produces clusters and other display-related components and intends to supply the displays made at the new facility to its own operations alongside external customers.
#clusters
The project has secured approval under the Indian government's Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors.
According to the report, it is designed to cut the company's reliance on imported displays while strengthening its manufacturing presence within India.
At the outset, the plant will concentrate on automotive displays for instrument clusters, infotainment systems and ******* pits.
Minda already produces clusters and other display-related components and intends to supply the displays made at the new facility to its own operations alongside external customers.
#clusters
1 month ago
Duolingo (DUOL) just made another move to strengthen what keeps its users coming back. The company recently acquired Animade, a London-based animation and motion design studio known for character animation and playful, interactive design. The deal folds Animade into Duolingo's growing Design Studio. On its own, a small animation acquisition might not seem like much. But it fits neatly with how Duolingo believes it continues to grow. The company's whole model runs on engagement. Its cast of characters, streaks, and animations are what make lessons feel like a game rather than a chore. Buying a studio built around exactly that kind of work feeds directly into the product experience that keeps users hooked on Duolingo.
The purchase comes barely a week after Duolingo reported earnings, and the deal is in line with what management focused on in its earnings call transcript. Management linked the 23% year-over-year (YoY) growth in daily active users to product improvements. CEO Luis von Ahn reinforced the point, saying the results back the company's strategy to improve the product and prioritize user growth. Current-user retention also hit an all-time high, with von Ahn noting that a better product is both bringing learners back and keeping them there.
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#Stock #design #animade
The purchase comes barely a week after Duolingo reported earnings, and the deal is in line with what management focused on in its earnings call transcript. Management linked the 23% year-over-year (YoY) growth in daily active users to product improvements. CEO Luis von Ahn reinforced the point, saying the results back the company's strategy to improve the product and prioritize user growth. Current-user retention also hit an all-time high, with von Ahn noting that a better product is both bringing learners back and keeping them there.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
A $210 Billion Reason to Buy AMD Stock Here
As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock
#Stock #design #animade
1 month ago
For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable?
If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it has gone.
Shares of Workday jumped about 18% after it emerged that Silver Lake, a technology-focused private-equity group, was considering an acquisition of the human-resources and financial-management software company.
The development helped raise Workday's market capitalization to more than $51 billion. But talks could still break down, and no deal has been announced.
The valuation is way bigger than Workday.
#shares
If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it has gone.
Shares of Workday jumped about 18% after it emerged that Silver Lake, a technology-focused private-equity group, was considering an acquisition of the human-resources and financial-management software company.
The development helped raise Workday's market capitalization to more than $51 billion. But talks could still break down, and no deal has been announced.
The valuation is way bigger than Workday.
#shares
1 month ago
OpenAI (Unlisted:OPAI) is on track to generate annualised revenue of more than $40 billion, according to Bloomberg, citing people familiar with the matter, roughly double its run rate at the end of 2025.
The acceleration strengthens the case for a stock market debut, with the ChatGPT maker having filed confidential paperwork to go public.
Growth has been driven in part by its AI coding software, alongside subscription sales, a young advertising business and a still-expanding consumer arm.
Greg Brockman, co-founder and president, told staff the run rate rose more than 20% month-on-month in July.
Chief financial officer Sarah Friar had previously said the company ended last year above $20 billion.
#billion #opai #bloomberg #greg
The acceleration strengthens the case for a stock market debut, with the ChatGPT maker having filed confidential paperwork to go public.
Growth has been driven in part by its AI coding software, alongside subscription sales, a young advertising business and a still-expanding consumer arm.
Greg Brockman, co-founder and president, told staff the run rate rose more than 20% month-on-month in July.
Chief financial officer Sarah Friar had previously said the company ended last year above $20 billion.
#billion #opai #bloomberg #greg
2 months ago
With a market cap of $92.3 billion, KKR & Co. Inc. (KKR) is a leading global investment firm providing alternative ****** et management, capital markets, and insurance solutions. With a patient and disciplined investment approach, the company seeks to generate attractive returns through strategic investments in private equity, credit, real ****** ets, and insurance solutions.
Shares of the New York-based company have lagged behind the broader market over the past 52 weeks. KKR stock has decreased 28.1% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.3%. Moreover, shares of the company are down 19.5% on a YTD basis, compared to SPX's 13.2% gain.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#company #insurance #york #index
Shares of the New York-based company have lagged behind the broader market over the past 52 weeks. KKR stock has decreased 28.1% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.3%. Moreover, shares of the company are down 19.5% on a YTD basis, compared to SPX's 13.2% gain.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#company #insurance #york #index
2 months ago
Pfizer Inc (NYSE:PFE, XETRA:PFE) beat Wall Street expectations for its second-quarter 2026 results and raised the midpoint of its full-year revenue guidance, as growth from launched and acquired products helped offset declines in its COVID-19 portfolio.
The pharmaceutical company reported adjusted earnings of $0.77 per share for the quarter, above the $0.68 expected by ****** ysts. Revenue came in at $15.03 billion, compared with the $14.40 billion consensus estimate.
Pfizer reported quarterly revenue of $15.0 billion, up 1% on an operational basis from a year earlier. Excluding Comirnaty and Paxlovid, revenue increased 5% operationally, while revenue from launched and acquired products rose 18% operationally.
The company reported a GAAP loss of $0.04 per share, reflecting $4.3 billion in non-cash intangible ****** et impairments.
Pfizer raised its 2026 revenue guidance by $500 million at the midpoint to a range of $60.5 billion to $62.5 billion. The company reaffirmed its adjusted diluted earnings guidance of $2.80 to $3.00 per share, which includes an approximately $0.10 impact from its transaction with Innovent Biologics.
#company
The pharmaceutical company reported adjusted earnings of $0.77 per share for the quarter, above the $0.68 expected by ****** ysts. Revenue came in at $15.03 billion, compared with the $14.40 billion consensus estimate.
Pfizer reported quarterly revenue of $15.0 billion, up 1% on an operational basis from a year earlier. Excluding Comirnaty and Paxlovid, revenue increased 5% operationally, while revenue from launched and acquired products rose 18% operationally.
The company reported a GAAP loss of $0.04 per share, reflecting $4.3 billion in non-cash intangible ****** et impairments.
Pfizer raised its 2026 revenue guidance by $500 million at the midpoint to a range of $60.5 billion to $62.5 billion. The company reaffirmed its adjusted diluted earnings guidance of $2.80 to $3.00 per share, which includes an approximately $0.10 impact from its transaction with Innovent Biologics.
#company
2 months ago
Hyperscale Data Inc. (NYSE: $GPUS) has begun using part of its bitcoin treasury to fund construction at its Michigan AI data center campus, turning a balance-sheet reserve into capital for a long-term compute buildout.
The company said it has monetized about 100 bitcoin (CRYPTO: $BTC) and directed the proceeds toward construction, critical infrastructure and long-lead equipment tied to a previously announced master services agreement with an unnamed neo-cloud AI infrastructure provider.
That agreement initially covers roughly 20 megawatts of critical AI compute capacity and runs for 10 years, with two five-year extension options. Hyperscale Data expects the contract to generate more than $1.2 billion if it reaches the maximum term.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU
#hyperscale #long #compute
The company said it has monetized about 100 bitcoin (CRYPTO: $BTC) and directed the proceeds toward construction, critical infrastructure and long-lead equipment tied to a previously announced master services agreement with an unnamed neo-cloud AI infrastructure provider.
That agreement initially covers roughly 20 megawatts of critical AI compute capacity and runs for 10 years, with two five-year extension options. Hyperscale Data expects the contract to generate more than $1.2 billion if it reaches the maximum term.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU
#hyperscale #long #compute
2 months ago
Cathie Wood doesn't mind volatility. The founder, CEO, and chief investment officer of Ark Invest went shopping as many of her existing positions were sinking.
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
Ark bought more shares of Tesla (NASDAQ: TSLA), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) last week. The stocks would go on to decline between 7% and 18% for the week. Let's take a closer look at some of Wood's most prolific trades from the past week, each one among the 10 largest companies by market cap.
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 »
It's been a **** py road for the world's largest automaker by market cap. Tesla stock has fallen 16% in the final two trading days of last week, after the company posted disappointing financial results. The pullback isn't a fluke. Tesla has now fallen a humbling 37% since peaking seven months ago. Tesla entered this week just 5% away from taking out its 52-week low.
The second-quarter results were problematic. Total revenue rose 26% to $28.2 billion, but that was largely expected. Tesla had announced a 25% jump in vehicles delivered during the last three months three weeks ago. It's commendable that Tesla is growing its flagship business, following back-to-back quarters of sequential declines after the end of federal tax credits for electric vehicles in the third quarter of last year. The report gets worse once you get past the top-line results.
#last #NVIDIA #flashing
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Delivered strong first-half momentum by balancing volume growth and price/mix, achieving organic revenue growth at the high end of the long-term algorithm.
Leveraged the FIFA World Cup activation to drive record beverage incidence of over 80% at venues, utilizing integrated marketing to engage consumers across 180 markets.
Navigated an uneven global consumer environment by sharpening Revenue Growth Management (RGM) toolkits, balancing affordability for pressured consumers with premiumization for resilient segments.
Achieved broad-based volume growth across all operating units, supported by the relaunch of Mr. Pibb and continued expansion of Coca-Cola Zero Zero into evening consumption occasions.
#balancing #NVIDIA
Delivered strong first-half momentum by balancing volume growth and price/mix, achieving organic revenue growth at the high end of the long-term algorithm.
Leveraged the FIFA World Cup activation to drive record beverage incidence of over 80% at venues, utilizing integrated marketing to engage consumers across 180 markets.
Navigated an uneven global consumer environment by sharpening Revenue Growth Management (RGM) toolkits, balancing affordability for pressured consumers with premiumization for resilient segments.
Achieved broad-based volume growth across all operating units, supported by the relaunch of Mr. Pibb and continued expansion of Coca-Cola Zero Zero into evening consumption occasions.
#balancing #NVIDIA
2 months ago
Interested in Nokia Corporation? Here are five stocks we like better.
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet
#Growth #million
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet
#Growth #million
2 months ago
Starbucks (NASDAQ: SBUX) earned about half as much in fiscal 2025 as it did the year before. Yet the stock is acting as if the opposite happened. Shares sit near $105 as of this writing, within about 4% of their 52-week high of $109.23.
That disconnect is the whole story with this stock right now. The market is paying up for CEO Brian Niccol's turnaround before it fully shows up in profits. And based on the number that leads this kind of recovery (customer traffic), there's a chance that the market has it right.
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 can the turnaround's momentum persist?
The next piece of evidence arrives Wednesday, July 29, when the coffee giant reports fiscal third-quarter results.
#fiscal
That disconnect is the whole story with this stock right now. The market is paying up for CEO Brian Niccol's turnaround before it fully shows up in profits. And based on the number that leads this kind of recovery (customer traffic), there's a chance that the market has it right.
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 can the turnaround's momentum persist?
The next piece of evidence arrives Wednesday, July 29, when the coffee giant reports fiscal third-quarter results.
#fiscal
2 months ago
As the Iran war enters another volatile phase, Newmont (NEM) seemingly makes for a great contrarian trade. Sure, NEM stock is currently sitting on an 88% Strong Sell rating by the Barchart Technical Opinion indicator. However, it's possible that the escalation of hostilities could provide a temporary boost to the share price. Also, because NEM is down nearly 12% in the trailing month, it may be a positive mean-reversion candidate.
Another wrinkle to support the short-term bull case is Newmont's upcoming second-quarter earnings report. On July 23 after the market close, the gold miner is scheduled to release its financial results, with ***** ysts calling for earnings per share of $2.18 on revenue of $6.38 billion. Given the fact that Newmont has enjoyed generally strong results in recent quarters, another beat wouldn't be out of the question.
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#newmont #strong #short
Another wrinkle to support the short-term bull case is Newmont's upcoming second-quarter earnings report. On July 23 after the market close, the gold miner is scheduled to release its financial results, with ***** ysts calling for earnings per share of $2.18 on revenue of $6.38 billion. Given the fact that Newmont has enjoyed generally strong results in recent quarters, another beat wouldn't be out of the question.
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Netflix Tanks on Lower Margins and Flat Outlook - Time to Buy NFLX?
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
#newmont #strong #short
