GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.
Revenue does most of the work. The scenario grows it 17.4% a year for three years, down from the 21.7% pace of the past twelve months, and net margin recovers some of the ground it has lost. Together they lift earnings about 67%.
The constraint is not demand. Management said in July that what lies ahead is much more a supply-side challenge than a demand one. Spare parts delinquencies, shipments held up for want of material, grew 20% sequentially in the second quarter of 2026.
GE Aerospace agreed in September to buy the castings maker Consolidated Precision Products. The deal shows where the bottleneck sits.
Then the multiple takes its cut. The scenario trims the P/E from 36.8x to 32.9x, because a slower revenue pace will not support what the market pays today. On those ******* umptions the stock would be worth about $475 in three years, roughly 50% above today.

#aerospace #revenue #price

September has a bit of a bad rep on Wall Street. The ninth month of the year has historically delivered negative or weaker returns with such consistency that it has even been dubbed "The September Effect."
It's a market anomaly -- an unusual pattern -- but this year it is compounded with real market uncertainty. Among investor concerns: sticky inflation, rising energy prices, hawkish signals from bankers, high yields on U.S. Treasury bonds, a trade war between the U.S. and Canada, an actual war between U.S. and Iran, plus ballooning national debt and continued fears over an AI bubble.
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 »
These are, to be fair, just the negatives, and a complete picture would have to add the positives, such as soaring profits for S&P 500 (SNPINDEX: ^GSPC) companies, steady growth in the U.S. economy, and a stock market that is broadening beyond a few megacap leaders.
There is, however, one persistent concern that goes beyond September's historically weak performance. One of the market's most reliable valuation metrics has been flashing a warning light for months. And, if history is any guide, Wall Street won't like what's coming next.

#flashing

Gabelli Investment Management Firm recently released its "Global Content & Connectivity Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, though trailing the broader MSCI AC World Index's 15.06% gain. The fund's performance reflected renewed investor interest in AI-related investments, easing tensions in the Middle East, and lower Brent crude prices, with Information Technology gaining 39.2% and Communication Services advancing 6.0% during the quarter. Over the past year, the fund gained 25.50%, compared with 13.06% for its communication-services benchmark and 24.16% for the MSCI AC World Index. Looking ahead, Gabelli remains constructive on the long-term opportunities created by AI adoption, expanding digital infrastructure, connectivity, and the continued growth of content and entertainment, while recognizing that higher interest rates, geopolitical tensions, and the sustainability of AI-related spending could create volatility. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Global Content & Connectivity Fund highlighted stocks like Anterix Inc. (NASDAQ:ATEX). Anterix Inc. (NASDAQ:ATEX) is a wireless communications company focused on private broadband spectrum and utility communications applications. The one-month return of Anterix Inc. (NASDAQ:ATEX) was -7.03% while its shares traded between $17.58 and $113.00 over the last 52 weeks. On September 3, 2026, Anterix Inc. (NASDAQ:ATEX) stock closed at approximately $87.10 per share, with a market capitalization of about $1.69 billion.
Global Content & Connectivity Fund stated the following regarding Anterix Inc. (NASDAQ:ATEX) in its Q2 2026 investor letter:
Leading the list of positive contributors to Fund performance in the second quarter was Anterix Inc. (NASDAQ:ATEX) (8.8% of net ****** ets as of June 30, 2026; +169.6%) as it continued rallying following the Federal Communications Commission (FCC) approval of expanding broadband allocation in the 900 MHz band to 10 MHz (from 6 MHz) in February, allowing the firm to offer enhanced capacity and, possibly, address additional use cases. In addition, in May, the FCC approved an experimental license to explore the use of Lynk Global's satellite direct-to-device communications network in Anterix's licensed 900 MHz broadband spectrum.

#anterix #atex #communications

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Hilton Food had one messy half, but investors liked the main course. Seafood dragged, vegan food got shown the door, and the profit outlook still moved higher.
Hilton Food Group shares surged more than 13% after the UK food processing and packing group raised its full-year adjusted profit guidance following a better-than-expected first half.
For the 26 weeks to June 28, revenue rose 15.3% to £2.3 billion (about $2.7 billion), while total volumes increased 2.1%. On a constant-currency basis, revenue was up 11.5%.
Adjusted profit before tax from continuing operations fell 5.2% to £32.8 million, but still came in ahead of expectations. The core meat and fresh prepared foods businesses performed well, offsetting weaker seafood results.

#profit

Burbank, California-based The Walt Disney Company (DIS) operates as an entertainment company worldwide. Valued at $186.7 billion by market cap, the company's businesses include, media networks, parks and resorts, studio entertainment, consumer products, and interactive media.
Companies worth $10 billion or more are generally described as "large-cap stocks," and DIS definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the entertainment industry. Disney's edge comes from its unmatched IP - Mickey, Star Wars, Marvel, Pixar, that fuels content across movies, streaming, parks, and merchandise. Vertical integration gives it control over creation to distribution, cutting costs and protecting quality. With global reach, heavy investment in data and AI for personalization, and a strong track record of attracting top creative talent, Disney keeps leveraging its brands across platforms to drive revenue and customer loyalty.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#palantir #market

Key Takeaways
Digital euro onboarding should take under 20 minutes, while P2P transfers must take no more than 60 seconds to encourage adoption.
Automated wallet funding and co-badged cards could remove friction and make retail payments as fast as existing card transactions.
Despite its sovereignty benefits, the digital euro risks weak demand because many consumers prefer familiar payment methods and question why they need another option.
The European Central Bank may succeed in building a secure and resilient digital euro, but its adoption could ultimately depend on something far simpler: whether people find it easier to use than their existing payment methods.

#euro #take #existing #methods

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Happy Monday. Stocks were mixed as investors weighed new U.S. economic sanctions against Iran, failed U.S.-Canada trade talks and reciprocal tariff threats, along with earnings from chipmaking giant Nvidia (NVDA) and the Federal Reserve's annual symposium in Jackson Hole, Wyoming.
Treasury Secretary Scott Bessent is expected to reveal details of the administration's sanctions plans against Iran later today after President Donald Trump threatened the country with "economic D-Day."
The Federal Reserve will hold its annual symposium beginning Thursday, with Chairman Kevin Warsh expected to deliver a speech on Friday.
"Warsh is scheduled to deliver keynote remarks on Friday, and markets will be looking for greater clarity on both his ******* sment of inflation and the broader 'regime change' he has advocated at the Fed," said Daniela Hathorn, senior market ******* yst at Capital.com.

#federal #Friday #annual

Burry called LULU "screaming cheap," doubling his stake to 17.4% of his portfolio while shorting NVDA at a $5.2 trillion valuation.
Burry's short book extends to QQQ and SOXX, but he refuses to short AAPL, calling it "permacostly" despite its rich valuation.
With 29 of 34 ****** ysts rating LULU a Hold, Burry's contrarian bet on its forward P/E of 11 stands nearly alone on Wall Street.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Michael Burry is heading into the most important earnings report of the AI cycle positioned against it. NVIDIA (NASDAQ:NVDA) reports fiscal Q2 2027 results on Wednesday, Aug. 26, 2026, after the market close, and the Scion ****** et Management founder spent the weekend on his Substack, Cassandra Unchained, defending a very different kind of stock. His comments were reported by Stocktwits reporter Prabhjote Gill on Monday, Aug. 24, 2026.

#short

When it comes to investing in an exchange-traded fund (ETF), there's no fixed rule regarding how much money you need to get started. However, if you have $10,000 and are looking for a dividend-paying investment that can provide a steady income stream with potential growth, these three ETFs are worth a closer look.
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 »
If you're seeking an index fund that homes in on companies with excellent records of paying and growing dividends, SCHD may be precisely what you're looking for. The ETF is a low-cost, passive fund that tracks the Dow Jones U.S. Dividend 100 index, providing exposure to roughly 100 high-quality U.S. dividend-paying stocks.
SCHD screens companies for at least 10 consecutive years of dividends, while also looking for strong fundamentals. With a 0.06% expense ratio and a recent 30-day dividend yield of 3.20%, SCHD is one of the most popular dividend ETFs available.
Another low-cost, passively managed ETF is VYM. VYM seeks to track the FTSE High Dividend Yield index, which consists of U.S. companies with above-average dividend yields. The ETF uses the full replication approach, holding nearly all stocks in its benchmark.

#fund #looking #etfs

Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) has released topline results from the Phase 3 LUCIDITY trial of avexitide on August 18, 2026. Shares closed Monday down 0.9% at $21.43, then traded 15.7% higher at $24.80 after hours after the company scheduled the readout. The rally came before investors saw any efficacy or safety data, underscoring how much hope is attached to one event. For Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX), the question is whether a successful metabolic-disease trial can finally replace the failed ALS narrative that has defined the company since Relyvrio was withdrawn.
LUCIDITY randomized 78 adults with post-bariatric hypoglycemia following Roux-en-Y gastric bypass surgery in a 3:2 ratio to receive once-daily avexitide or placebo. The FDA-agreed primary outcome measures the reduction in the composite of Level 2 and Level 3 hypoglycemic events through Week 16. Avexitide is designed to block the exaggerated GLP-1 response that can drive excess insulin secretion and dangerous drops in blood glucose.
The trial is therefore more than another pipeline update. Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) currently has no approved product, and avexitide is its most advanced near-term opportunity to rebuild a commercial business. A positive result would validate the company's move into endocrine disease. A miss would return attention to earlier-stage programs that cannot replace a late-stage **** et quickly.
Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) enters the readout with supportive early evidence. Amylyx said five earlier Phase 1 and Phase 2 studies produced consistent signals. In a 28-day, open-label Phase 2b crossover study involving 16 patients who had undergone Roux-en-Y gastric bypass or other upper gastrointestinal surgeries, the 90 mg once-daily dose now used in LUCIDITY reduced Level 2 events by 53% and Level 3 events by 66% against the medical nutrition therapy-only run-in baseline. Avexitide was generally well tolerated across prior studies.
The FDA has granted avexitide Breakthrough Therapy designation for post-bariatric hypoglycemia, and management anticipates a potential 2027 launch if the drug is approved. Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) held $250.8 million in cash, cash equivalents, and short-term investments as of June 30. Based on its current operating plans, Amylyx expects that amount to provide a cash runway into 2028, supporting a potential regulatory filing and commercial preparations.

#pharmaceuticals #NASDAQ

By Dhara Ranasinghe and Wayne Cole
LONDON/SYDNEY, Aug 21 (Reuters) - Global stocks were headed for a mostly lower week on Friday, as strain in global bond markets showed little sign of abating and the diplomatic deadlock in the Gulf lifted oil prices to one-month highs.
U.S. government bond yields resumed their climb after Wednesday's surprise intervention by the ‌Treasury brought barely a day of relief from selling sparked by concerns about elevated inflation and fiscal pressures.
The rise came even as U.S. Treasury Secretary Scott Bessent said he could ‌further increase the government's repurchases of Treasuries, and floated the idea of fiscal consolidation.
Analysts were sceptical he could find enough spending cuts to seriously curb a budget deficit of more than 6% of gross domestic product, with interest charges alone this year running at $1.2 trillion, while the U.S. debt pile just crossed $40 trillion.

#treasury #trillion #dhara #wayne

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.
Revenue growth of 16.5% was primarily driven by a 10.9% increase in capacity PCDs following the addition of seven river vessels and two ocean ships.
Management attributes long-term margin expansion to a 'young fleet' strategy and identical ship designs, which simplify crew training, maintenance, and inventory management while maintaining consistent yields across itineraries.
Historically low water levels on the Danube and Rhine rivers created industry-wide challenges, but management utilized ship-swap capabilities and deployment flexibility to avoid cancellations.
The company is proactively issuing future cruise vouchers to affected guests to preserve brand loyalty, viewing this as a long-term investment despite the resulting financial impact in 2027 and 2028.

#management #revenue #pcds #danube

For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research's Peter Supino cut the stock's rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS's growth story and the cash-return story, the downgrade gives bulls some reason for caution.
T-Mobile's second-quarter print reported July 23, 2026, provides some support for Supino's first argument that
Long-term revenue growth forecast risk tilts negatively as competition expands in T-Mo's core.
Postpaid net account additions stood at 277,000 – a 13% decline from 318,000 a year earlier. Also, management expects third-quarter postpaid net account additions of approximately 250,000 as rate-plan modernization temporarily elevates account churn. Postpaid phone churn was 0.85% in Q2, with management saying the impact on phone churn should be smaller because the modernization is concentrated in accounts with fewer lines
The second argument targets cash returns. Supino warned that

#postpaid #account #Growth #argument

Valued at $10.9 billion by market cap, Camden Property Trust (CPT) is a Houston-based multifamily real estate investment trust (REIT) focused on owning, managing, developing, redeveloping, acquiring, and repositioning apartment communities across the U.S. Its strategy is centered on high-growth markets with strong employment, population growth, and quality-of-life characteristics, which Camden believes support demand for rental housing and resident retention.
Camden Property Trust has struggled to generate meaningful momentum over the past year. CPT has surged 3.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, CPT stock is down 1.5%, compared to the SPX's 13.2% rise on a YTD basis.
A $20 Billion Reason Why Intel Stock Is in Focus
Marvell Technology (MRVL) Stock Might Offer a Quick Bounce Before Earnings
Most ****** ysts Still Aren't Bullish on Tesla Stock, Even After Recent Selloff. Here's Why.

#property #billion #index

Archer Aviation (ACHR) shares ripped higher on Monday morning after the electric vertical take-off and landing (eVTOL) specialist announced a landmark deal with Boeing (BA). Under the agreement, ACHR will acquire three Boeing subsidiaries — autonomous eVTOL rival Wisk Aero, defense system maker Insitu, and airspace management software firm SkyGrid — in an all-stock transaction that increases Boeing's equity stake in Archer to 19.75%.
Archer Aviation stock has reversed half of its intraday gains in recent hours, but is still up roughly 38% versus its year-to-date low.
Don't ***** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Shaq Says His Dad Treated Him to White Castle, But When He Saw Homeless Man With a Sign, He Gave 3 of His Burgers to the Guy — 'Always Look Out for the Little Man'

#boeing #Monday

Image source: The Motley Fool.
Aug. 4, 2026 at 11:00 a.m. ET
Chair, President, and CEO - Ralph LaRossa
Executive Vice President and CFO - Daniel Cregg
Investor Relations - Carlotta Chan

#motley #fool #vice #cregg

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading.
The agreement is more substantial than the initial announcement suggested. Core Scientific's earnings release described 15-year agreements covering approximately 530 megawatts across five sites, with more than $14 billion of potential base contracted revenue. Its regulatory filing provided an important distinction: AMD directly leased 377 megawatts, while an unnamed neocloud leased another 152 megawatts under agreements that give AMD certain equipment protections and rights if that customer defaults.
The larger story, however, began nine months earlier. Core Scientific shareholders rejected an all-stock acquisition by CoreWeave whose announcement-date implied equity value was approximately $9 billion. The fixed exchange ratio valued CORZ at $20.40 per share when the transaction was announced in July 2025, but the value shareholders would have received at closing was not fixed and moved with CoreWeave's share price.
In January, Gullane Capital Partners founder Trip Miller, who had opposed the sale, predicted that Core Scientific would secure new AI customers. "I expect them to announce deals for AI with third parties other than CoreWeave," he told Business Insider.
The new agreements appear to deliver precisely that customer diversification. Taken together, AMD's 377-megawatt direct lease and the neocloud's 152-megawatt lease exceed Miller's roughly 400-megawatt expectation, although AMD itself did not directly lease the full 529 megawatts. The question is whether the agreements prove that shareholders were right to preserve Core Scientific's independence, or merely give the company a large, capital-intensive opportunity whose ultimate value remains uncertain.

#agreements