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Jamichael Stillwell scores 22 to lead Milwaukee to 69-65 victory over St. Thomas-Minnesota
Levis throws 2 TD passes to help Titans outlast Texans 32-27
Let inmates help train prison guards, says charityJamichael Stillwell scores 22 to lead Milwaukee to 69-65 victory over St. Thomas-Minnesota
On Football analyzes the biggest topics in the NFL from week to week. For more On Football analysis, head here . Saquon Barkley has become the Shohei Ohtani of the NFL. There’s no better home run hitter playing football right now. Barkley had touchdown runs of 72 and 70 yards for the Philadelphia Eagles in a 37-20 victory over the Los Angeles Rams on Sunday night. He now has five runs of 50-plus yards this season and is on pace to break Eric Dickerson’s single-season record of 2,105 yards set in 1984. Barkley’s historic performance against the Rams — his 255 yards set a team record — captivated a national audience and turned him into a fan favorite for the AP NFL MVP award. He’s not the betting favorite, however. Josh Allen has the best odds at plus-150, according to Bet MGM Sportsbook. Two-time MVP Lamar Jackson is next at plus-250 followed by Barkley at plus-400. Running backs have won the award 18 times, including three-time winner Jim Brown, who was the AP’s first NFL MVP in 1957. Quarterbacks have dominated the award, winning it 45 times. Only three players who weren’t QBs or RBs have been MVP. It takes a special season for a non-QB to win it mainly because the offense goes through the signal caller. Quarterbacks handle the ball every offensive snap, run the show and get the credit when things go well and the blame when it doesn’t. Adrian Peterson was the most recent non-QB to win it when he ran for 2,097 yards and 12 touchdowns for the Minnesota Vikings in 2012. Playing for a winning team matters, too. Nine of the past 11 winners played for a No. 1 seed with the other two winners on a No. 2 seed. The Vikings earned the sixth seed when Pederson was MVP. Barkley is a major reason why the Eagles (9-2) are leading the NFC East and only trail Detroit (10-1) by one game for the top spot in the conference. Does he have a realistic chance to win the MVP award? Kicker Mark Moseley was the MVP in the strike-shortened 1982 season when he made 20 of 21 field goals and 16 of 19 extra points in nine games for Washington. If voters once selected a kicker, everyone has a chance, especially a game-changer such as Barkley. Defensive tackle Alan Page was the MVP in 1971 and linebacker Lawrence Taylor won it in 1986. Running back Christian McCaffrey finished third in voting last year and wide receiver Justin Jefferson placed fifth in 2022. The Offensive Player of the Year award and Defensive Player of the Year award recognize the best all-around players on both sides of the ball, allowing voters to recognize non-QBs if they choose. Wide receivers and running backs have won the AP OPOY award seven times over the past 11 seasons. McCaffrey was the 2023 winner. The AP’s new voting format introduced in 2022 also gives non-QBs a better opportunity to get MVP recognition. Voter submit their top five picks for each award, with a weighted point system. Previously, voters made one choice for each award. A nationwide panel of 50 media members who regularly cover the league vote for MVP and seven other awards. The awards are based on regular-season performance. Clinching scenarios The Chiefs (10-1) and Bills (9-2) already are in position to lock up postseason berths right after Thanksgiving. Kansas City clinches a playoff berth with a win over Las Vegas on Black Friday and a loss by Miami on Thursday night, or a win plus a loss by Denver on Monday night. Buffalo can wrap up a fifth straight AFC East title with a victory over San Francisco on Sunday and a loss by the Dolphins. Status quo in Dallas? It’s not a given that the Dallas Cowboys will be looking for a new head coach after this season. Owner Jerry Jones said Tuesday on local radio that Mike McCarthy could end up getting a contract extension. “I don’t think that’s crazy at all. This is a Super Bowl-winning coach. Mike McCarthy has been there and done that. He has great ideas. We got a lot of football left,” Jones said. McCarthy led the Cowboys (4-7) to three straight 12-win seasons, but they went 1-3 in the playoffs and haven’t reached the NFC championship game since winning the Super Bowl 29 years ago. Injuries have contributed to the team’s struggles this season, but Dallas was just 3-5 before Dak Prescott was lost for the rest of the season. The Cowboys upset Washington last week and their next four games are against teams that currently have losing records. If they somehow end up 9-8 or even 8-9, Jones could make a case for keeping McCarthy. AP NFL: https://apnews.com/hub/nflRevolutionary AI Advances. Nvidia and Broadcom Lock Horns in 2025.On Football analyzes the biggest topics in the NFL from week to week. For more On Football analysis, head here . Saquon Barkley has become the Shohei Ohtani of the NFL. There’s no better home run hitter playing football right now. Barkley had touchdown runs of 72 and 70 yards for the Philadelphia Eagles in a 37-20 victory over the Los Angeles Rams on Sunday night. He now has five runs of 50-plus yards this season and is on pace to break Eric Dickerson’s single-season record of 2,105 yards set in 1984. Barkley’s historic performance against the Rams — his 255 yards set a team record — captivated a national audience and turned him into a fan favorite for the AP NFL MVP award. He’s not the betting favorite, however. Josh Allen has the best odds at plus-150, according to Bet MGM Sportsbook. Two-time MVP Lamar Jackson is next at plus-250 followed by Barkley at plus-400. Running backs have won the award 18 times, including three-time winner Jim Brown, who was the AP’s first NFL MVP in 1957. Quarterbacks have dominated the award, winning it 45 times. Only three players who weren’t QBs or RBs have been MVP. It takes a special season for a non-QB to win it mainly because the offense goes through the signal caller. Quarterbacks handle the ball every offensive snap, run the show and get the credit when things go well and the blame when it doesn’t. Adrian Peterson was the most recent non-QB to win it when he ran for 2,097 yards and 12 touchdowns for the Minnesota Vikings in 2012. Playing for a winning team matters, too. Nine of the past 11 winners played for a No. 1 seed with the other two winners on a No. 2 seed. The Vikings earned the sixth seed when Pederson was MVP. Barkley is a major reason why the Eagles (9-2) are leading the NFC East and only trail Detroit (10-1) by one game for the top spot in the conference. Does he have a realistic chance to win the MVP award? Kicker Mark Moseley was the MVP in the strike-shortened 1982 season when he made 20 of 21 field goals and 16 of 19 extra points in nine games for Washington. If voters once selected a kicker, everyone has a chance, especially a game-changer such as Barkley. Defensive tackle Alan Page was the MVP in 1971 and linebacker Lawrence Taylor won it in 1986. Running back Christian McCaffrey finished third in voting last year and wide receiver Justin Jefferson placed fifth in 2022. The Offensive Player of the Year award and Defensive Player of the Year award recognize the best all-around players on both sides of the ball, allowing voters to recognize non-QBs if they choose. Wide receivers and running backs have won the AP OPOY award seven times over the past 11 seasons. McCaffrey was the 2023 winner. The AP’s new voting format introduced in 2022 also gives non-QBs a better opportunity to get MVP recognition. Voter submit their top five picks for each award, with a weighted point system. Previously, voters made one choice for each award. A nationwide panel of 50 media members who regularly cover the league vote for MVP and seven other awards. The awards are based on regular-season performance. The Chiefs (10-1) and Bills (9-2) already are in position to lock up postseason berths right after Thanksgiving. Kansas City clinches a playoff berth with a win over Las Vegas on Black Friday and a loss by Miami on Thursday night, or a win plus a loss by Denver on Monday night. Buffalo can wrap up a fifth straight AFC East title with a victory over San Francisco on Sunday and a loss by the Dolphins. It’s not a given that the Dallas Cowboys will be looking for a new head coach after this season. Owner Jerry Jones said Tuesday on local radio that Mike McCarthy could end up getting a contract extension. “I don’t think that’s crazy at all. This is a Super Bowl-winning coach. Mike McCarthy has been there and done that. He has great ideas. We got a lot of football left,” Jones said. McCarthy led the Cowboys (4-7) to three straight 12-win seasons, but they went 1-3 in the playoffs and haven’t reached the NFC championship game since winning the Super Bowl 29 years ago. Injuries have contributed to the team’s struggles this season, but Dallas was just 3-5 before Dak Prescott was lost for the rest of the season. The Cowboys upset Washington last week and their next four games are against teams that currently have losing records. If they somehow end up 9-8 or even 8-9, Jones could make a case for keeping McCarthy. AP NFL: https://apnews.com/hub/nfl
The landscape of artificial intelligence is evolving rapidly, driving unprecedented growth in the semiconductor industry. Nvidia and Broadcom stand at the forefront, capitalizing on the emerging opportunities within AI technology. These tech giants have seen their stock values surge past the S&P 500 as they venture into advanced chip architectures aimed at meeting the colossal demand for AI computing power. Nvidia , a well-known leader in the AI sector, has significantly influenced GPU technology, primarily through its groundbreaking Hopper architecture, considered a cornerstone for AI developments. Now, Nvidia is set to introduce the next-gen Blackwell chips, expected to surpass the standards set by its predecessors. This strategic move is anticipated to drive the company’s long-term revenue growth with expert predictions set at an impressive 38%. In parallel, Broadcom , recognized for its prowess in networking and connectivity, has made substantial inroads into AI technology. With a diverse portfolio spanning enterprise infrastructure software, Broadcom’s AI chip revenue hit $12.2 billion in fiscal 2024, marking a 220% jump from the previous year. The company is actively securing high-profile AI contracts, enhancing its market position, and projecting a $90 billion AI opportunity by 2027. For investors, choosing between Nvidia and Broadcom may revolve around their respective valuations. Nvidia boasts a favorable PEG ratio of 1.2 against Broadcom’s 1.8, suggesting the former might offer a more lucrative growth potential. Despite inherent risks in tech innovation, Nvidia’s dominance and strategic advances make it a compelling choice for those eyeing substantial returns in the AI sector through 2025. Unleashing the Future: AI’s Impact on the Semiconductor Industry The rapid advancement of artificial intelligence (AI) is reshaping the semiconductor industry landscape, offering unprecedented opportunities for tech giants such as Nvidia and Broadcom. As these companies lead the charge in developing cutting-edge chip architectures, they are set to redefine the standards of AI computing and capitalize on the growing demands of this booming sector. Nvidia’s Next-Gen Innovations Nvidia’s influence in the AI sector has been profound, especially with its groundbreaking Hopper architecture, which serves as a critical pillar for AI advancements. The upcoming introduction of Nvidia’s Blackwell chips is poised to set new benchmarks, expected to significantly outperform its predecessors. This move is not merely a technological leap; it is a strategic bet on sustaining long-term revenue growth. Market experts predict a stellar 38% revenue surge for Nvidia, underscoring its potential as a formidable player in the AI domain. Broadcom’s Strategic Expansion Broadcom has also made remarkable strides in the AI arena, particularly in the realms of networking and connectivity. Riding on a diverse portfolio, including enterprise infrastructure software, Broadcom’s AI chip revenue soared to $12.2 billion in fiscal 2024—an impressive 220% increase from the previous year. The company is strategically positioning itself by securing high-profile AI contracts, forecasted to reach a staggering $90 billion opportunity by 2027. Broadcom’s expansion in AI technology signifies a robust market presence that promises lucrative returns. Comparative Insights: Nvidia vs. Broadcom For investors eyeing the semiconductor sector, decision-making hinges on a comparative analysis of Nvidia and Broadcom based on valuation metrics. Nvidia’s Price/Earnings to Growth (PEG) ratio stands at an attractive 1.2, suggesting superior growth potential compared to Broadcom’s 1.8. Despite the inherent risks associated with technological innovations, Nvidia’s established dominance makes it an appealing choice for substantial returns up to 2025. AI Trends and Predictions The semiconductor sector is witnessing a transformative era as AI continues to drive demand for advanced computing solutions. Predictions suggest that AI-powered chip solutions will increasingly cater to diverse applications across industries, from autonomous vehicles to predictive analytics in enterprise systems. The ongoing innovation is likely to steer further investment in AI-focused semiconductor technologies, ensuring sustained growth for pioneering companies. Market Opportunities and Challenges The road to sustained AI integration into semiconductor solutions presents both opportunities and challenges. While the potential for market expansion is enormous, companies must also tackle technological limits and competition. As AI ethics and data security become pressing concerns, stakeholders will need to address these aspects to ensure a balanced and sustainable growth trajectory. In conclusion, the ongoing developments in AI are not just shaping the semiconductor industry but are setting the stage for the next wave of innovation. Companies like Nvidia and Broadcom are positioned to lead this charge, promising a future of robust growth and advancements. For more details, explore Nvidia and Broadcom .
Levis throws 2 TD passes to help Titans outlast Texans 32-27Elias Cato scores 23 as Central Arkansas tops UNC Asheville 92-83 in double OT
Villanova into FCS Playoffs as 11th seed, to host Eastern KentuckyAce Baldwin Jr. collected 23 points and 10 assists as Penn State topped visiting Penn 86-66 on Sunday in University Park, Pa. Yanic Konan Niederhauser chipped in 19 points and 15 rebounds as the Nittany Lions (11-2) ended the calendar year by winning their third straight game. Penn State shot just 4 of 18 from 3-point range, but the hosts authored a crisp 22-of-26 showing from the foul line, including 12 of 12 by Baldwin. Nick Kern added 13 points, while Puff Johnson and Fred Dilione V each contributed 11 points for the Nittany Lions. Michael Zanoni recorded 27 points for the Quakers (4-9), while Nick Spinoso pitched in with 13 points. Penn shot just 38.6 percent (22 of 57) from the floor and committed 17 turnovers, including nine by Spinoso. The Quakers were 11 of 12 from the free-throw line. Penn State led by two early in the second half when Konan Niederhauser and Dilione combined for all the offense in a 7-0 run that opened a 45-36 lead. With about 11 1/2 minutes left, AJ Levine's 3-pointer drew Penn within 51-44 before Penn State scored 16 of the next 18 points to end any chances of an upset. Johnson had a three-point play early in that sequence before he capped the run with a 3-pointer to make it 67-46 with 6:29 to play. Baldwin's two free throws with 3:02 left increased the lead to 25 for the first time. The Nittany Lions led by as many as 26 points down the stretch in improving to 8-0 at home. The first half was tight throughout, as neither team led by more than four points until Johnson's layup gave Penn State a 32-27 lead with 2:18 left in the half. Penn responded with buckets from Spinoso and Zanoni, but Konan Niederhauser's dunk in the final minute sent the Nittany Lions into the break with a 34-31 lead. The score remained close early in the second half. Spinoso's 3-pointer drew the Quakers within 38-36 with 17:40 remaining, but that was the end of the highlights for Penn. --Field Level Media
What are the best Amazon Cyber Monday deals you can get right now?Saquon Barkley is the NFL's version of Shohei Ohtani: AnalysisBy Peter Tchir of Academy Securities Having just returned from London where we watched consensus for a “Santa” rally grow, it seemed like a good time to discuss a couple of things: We will address positioning, consensus, and I daresay, overbought conditions early in the week, as we recover from jet lag, but for today, these “concepts” are top of mind. Who knew that the world desperately needed a new Christmas song? Apparently Mariah Carey did when she released “All I Want For Christmas Is You” back in 1994 (I have to admit, I didn’t realize that it had been around for so long). This song now appears at or near the top of every single holiday playlist, and according to AI (which I believe in this case), it has generated more income for her than anything else she has written. So what else is there in terms of things that we didn’t think we needed, but maybe we do? Let’s start with BITCOIN. Bitcoin broke $100,000 last week. Despite a plunge of 10% in a matter of minutes (wild ride), it managed to reclaim $100k and is trading right around that level as we write this T-Report. I’m highly confident that by the time you read this report it will be somewhere between $90k and $110k (which is a pretty wide range, almost laughable, yet the sort of range we all are forced to accept when we get the monthly jobs data foisted on us – see A Tale of Two Reports ). The move in Bitcoin is largely understandable (so far) and I wouldn’t fight it, yet. President-elect Trump and his crypto entourage (entourage feels more appropriate than administration when looking at crypto) are clearly going to provide more clarity (and ease of access) around crypto than it was getting of late (despite approvals of “spot” ETFs, etc.). His team has a lot of people really fixated on crypto and it certainly seems as though that community put a lot of money into the election (however, not for the first time as SBF, in particular, seemed to have been a major contributor during the prior election). There is chatter about the U.S. holding on to the Bitcoin it already has (mostly captured, “shockingly,” through raids on criminals). Typically, the U.S. sells these holdings over time, but there is a big push for the government to hold them. That at least makes some sense to me, as behavior around “free” or “found” money tends to be different than money that is earned (one main explanation for all the luxury stores in Vegas). There is a loud and vocal group (everything about crypto tends to be loud and vocal) that wants the government to buy Bitcoin. Effectively issue debt and buy Bitcoin. The assumption (or presumption, or just wild fantasy) is that the increased value of Bitcoin down the road will pay off that debt. You could argue that it is being done on a personal level and maybe even on a corporate level, so why not at the government level? I completely disagree with this concept. But, for now, it is apparently something that many didn’t think we needed, but maybe we do? I can’t believe it will last, but it is out there and something to discuss at holiday parties! Speaking of things that I don’t think we need, but apparently we do, just look at MSTX! I do not like the concept of single stock ETFs. Leveraged single stock ETFs, where the returns are path dependent (daily rebalancing requires, at the close, selling on down days and buying on up days to rebalance for the next day). That is a drag over time. But here we are. MSTX has a market cap of $2 billion with an expense ratio of 1.29%! It was only launched in August. So, less than 6 months into its existence, the Defiance Daily Target 2X is on a run rate to generate $25 million per annum! The “beauty” of MSTX, is that it is well known (and quite simple) to run a leveraged ETF and things like NVDL have provided a path for regulatory clearance documentation. NVDL is another single stock ETF, with $6 billion of AUM and a 1.06% expense ratio – on a run rate of over $60 million per annum, at the 1-year mark. Who would have thought that you could create $25 million or more, just by leveraging up a widely held, easily tradable, stock? Not me, but there it is. While I’m not sure that any of these things point to a “bubble” mentality, I think they start to fit the narrative, especially with the rise of leveraged single stock ETFs, and their story will come up in our positioning and consensus report. Maybe we all need to think like Mariah and even if others don’t see the need, to go ahead and put it out there? Let’s start this section with a holiday song, too. I knew, as we were going down into the tube station and the GIG members we were with questioned the choice of “Fairytale of New York” (a song played by a busker in hopes of making money), that we had a lot of interesting things to discuss! He literally recognized the Pogues in about 3 beats. But I digress (kind of) and there are a few key takeaways that came up that are worth mentioning. So, we see some of the concern about President-elect Trump here, but it was more pronounced in Europe. A lot to unpack. Should U.S. stocks be trading at much higher multiples than European stocks? I don’t know and that is especially true given how global many of the companies are, but as much of a contrarian as I am, I’m not sure I’m ready to bet on mean reversion next year. I probably should, and maybe it was just a “vibe” while there, but I didn’t walk away thinking I need to pound the table on European stocks. That could change (and positioning and consensus is so set up for a contrarian), but it isn’t top of mind. Trump likes “chaos .” He likes his starting positions in negotiations to be “extreme.” Since consensus has now accepted his current positions as “normal,” look for him to ratchet up his rhetoric to reset the negotiation starting points even further away. I do not like Treasury yields here. Friday’s reaction to jobs was too optimistic for cuts and I expect that yields will push higher in the coming weeks. Not much higher (4.4% on 10s would be a buying opportunity), but the squeeze and the overly pessimistic views on inflation prospects have been largely taken out of the market. Doing more work on the positioning of risk assets, and if crypto and leveraged single stock ETFs are any indication, I’m not going to like my conclusion on what is next for risky assets (even in the sectors that I’ve liked). I was a bit surprised that the S&P 500 is up “only” 1.6% in the past 30 days. With last week’s gain of just under 1% and all the hype and daily “all time high” headlines, I would have thought it was up a lot more than that for the past 30 days (the Nasdaq 100 was up 3.3% last week, but only 3% in the past 30 days). Maybe, since my work is likely to make me bearish, I’m delaying the work because December is a tough month in which to turn bearish. Seasonality tends to be real and powerful. It also tends to be a month where trends are followed rather than broken, which again points to strength. One thing that was reinforced both in Europe, but also by the headlines out of South Korea and Syria, is that the world remains volatile and we are in a “weird” position where President-elect Trump seems to be dominating the headlines, but President Biden remains in charge, and specifically is the Commander-in-Chief, which just seems weird to many who are used to very quick turnarounds post- elections. Looking forward to another interesting week and our annual holiday party, which has grown a lot since I joined the firm, but still includes each of the branches singing their respective songs! The Marines are at a distinct advantage, given their number and how cool any song that starts with “From the Halls of Montezuma” has to be. For what it is worth, I’m still voting for the Waitresses – “ Christmas Wrapping ,” as my favorite holiday song.
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