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Salesforce, Inc. (CRM) Analyst/Investor Day – Slideshow

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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ClearBridge All Cap Growth Portfolios Q2 2026 Commentary

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Artisan Mid Cap Fund Q1 2026 Commentary (Mutual Fund:ARTMX)

ClearBridge All Cap Growth Portfolios Q2 2026 Commentary

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Kalshi leads prediction market with 76% share in NFL week 1

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Kalshi leads prediction market with 76% share in NFL week 1

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Lockheed Martin Corporation (LMT) Presents at Morgan Stanley's 14th Annual Laguna Conference – Slideshow

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Lockheed Martin Corporation (LMT) Presents at Morgan Stanley's 14th Annual Laguna Conference – Slideshow

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Nvidia CEO calls for AI safety testing, projects chip sales to double at Scottish summit

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Nvidia CEO calls for AI safety testing, projects chip sales to double at Scottish summit

Nvidia CEO Jensen Huang delivered a dual message of caution and explosive financial optimism at a recent Scottish summit convened by King Charles, urging the artificial intelligence industry to prioritize “good old-fashioned engineering” while forecasting that his company’s chip sales will double next year.

While addressing mounting public anxiety over AI risks alongside leaders from Google DeepMind, OpenAI and Anthropic, Huang made it clear that despite safety hurdles, the global AI gold rush is only accelerating.

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When asked about Nvidia’s financial horizon amid broader tech scrutiny, the chief executive delivered a massive projection that underscores relentless international demand.

BESSENT SAYS US NEEDS MORE OPEN-SOURCE AI MODELS TO COMPETE WITH CHINA

Nvidia CEO Jensen Huang.

Nvidia CEO Jensen Huang speaks during the G20 Innovation Ministerial on Sept. 2, 2026, in Chapel Hill, North Carolina. (Sean Rayford/Getty Images)

“I expect Nvidia to sell twice as many chips this next year as we do this year,” Huang revealed, attributing the explosive growth to nations aggressively investing in localized AI infrastructure and cloud data centers.

Despite the bullish market outlook, Huang issued a stark directive to tech developers, warning them to keep half-baked products out of the hands of the public.

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King Charles III with Nvidia CEO Jensen Huang.

Britain’s King Charles III (L) walks with Nvidia CEO Jensen Huang (R) to attend a conference of leaders from the artificial intelligence (AI) sector and government at Dumfries House in Cumnock, Scotland on Sept. 17, 2026. (Jonathan Brady/AFP via Getty Images)

“It is the responsibility of the AI companies ourselves to develop the technology safely and to properly test it,” Huang told reporters. Acknowledging recent industry incidents, he emphasized they serve as a critical wake-up call. “If it’s not ready, just hold it back. You should go as fast as you can, but no faster than that.”

Huang firmly rejected comparisons between the current AI boom and the largely unchecked rise of social media. He argued that AI is a foundational technology — like a newly developed airplane engine — that requires contained, rigorous testing before release. Rather than entirely new regulatory frameworks, he suggested governments adapt the “incredible number of laws” already governing existing sectors like healthcare and transportation, where AI is being implemented.

Jensen Huang at Milken Global Conference

Nvidia founder and CEO Jensen Huang speaks during the 29th annual Milken Institute Global Conference on May 4, 2026. (Patrick T. Fallon/AFP via Getty Images)

Environmental concerns were another major focal point, aligning with the King’s mandate that AI must also serve the natural world. Addressing critics who fear massive AI data centers will drain global power grids, Huang acknowledged the “interesting dichotomy” of AI factories requiring immense energy.

However, he argued this relentless demand will actually catalyze a green energy revolution, sparking unprecedented investment in sustainable power options like fusion, fission, air and hydro.

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“We want to be responsible in advancing the technology. Take responsibility and accountability for whenever there are mishaps,” Huang concluded. “But don’t lose sight of the ultimate prize, which is the incredible impact that the technology can bring to all the different economies and societies.”

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Fiber strategies for GLP-1 innovation

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Fiber strategies for GLP-1 innovation

KANSAS CITY — Expect the number of consumers taking GLP-1 medications to continue rising. Twelve percent of US adults have tried a GLP-1 drug, according to a July 9 webinar hosted by FleishmanHillard, a communications consultancy based in Kansas City. About 25% said they expect to take the drugs in 2026, with Gen Z leading the way at 37%. By 2030 an estimated 35% of US households will have at least one person on GLP-1 medications, according to FleishmanHillard.

FleishmanHillard breaks the GLP-1 category into sub-categories: pre-medication, initiation (weeks 1 to 4), stabilization (weeks 4 to 12), maintenance (weeks 3 to 12 or more), plateau (weeks 6 to 18 or more), discontinuation and post-medication.

“The GLP-1 user is not a monolithic group,” said Kristie Sigler, senior partner and global food and agribusiness sector lead for FleishmanHillard. “Instead, think of them as a kaleidoscope.”

Allison Koch, a registered dietitian in nutrition communications for FleishmanHillard, added, “It’s important for brands marketing to this consumer to recognize what they are looking for varies depending on what phase of use they are in, and what they need today may look very different tomorrow.”

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Formulating with fiber requires more nuance than protein, where consumers have a mindset of “more is better,” said Christine Nowakowski, category innovation adviser and corporate fellow for Cargill, Minneapolis.

“It’s about selecting the right fiber, in the right amount, for the right purpose,” she said. “We can broadly categorize fibers into two groups: soluble and insoluble. Think of insoluble fibers like oat fiber and corn bran as scrub brushes for your GI (gastrointestinal) tract, adding bulk and supporting regularity.

“Soluble fibers dissolve in water and support digestive health in different ways, depending on the specific fiber. Some, including soluble corn fiber and inulin, also function as prebiotics, helping nourish beneficial bacteria in the gut microbiome. Certain soluble fibers can also help moderate the body’s blood glucose response by slowing carbohydrate absorption.”

For consumers using GLP-1 medications, nutritional priorities often evolve over time, said Vaughn DuBow, senior director of marketing, North America health and wellness for Chicago-based ADM.

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“Those just starting treatment may experience reduced appetite, gastrointestinal discomfort, hydration challenges and feelings of weakness,” he said. “For these consumers, digestive tolerance is often an important consideration when selecting fiber ingredients.”

A bad experience in the initiation phase could turn consumers away from a product, Koch said.

“All of a sudden they eat a large amount of fiber in one sitting, and they have a bad experience, and they are not going to come back to it,” Koch said.

Before starting a GLP-1 medication, consumers should aim for adequate fiber intake, which is 21 to 38 grams daily, depending on age and gender, she said. The approach should shift once they begin taking medications.

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“Early-stage users should actually reduce total fiber intake and focus on soluble sources like oats, beans and fruits,” Koch said. “Insoluble fiber found in seeds and plant skins, while important for long-term gut health, can exacerbate medication side effects during sensitive early phases.”

Nowakowski took a different view. She said gastrointestinal side effects often peak early in treatment, causing consumers to focus on managing diarrhea or similar digestive discomfort.

“If they do look for fiber, the bulking benefits of insoluble fiber come to the fore,” she said.

Darren Schubert, vice president of sales and marketing, western operations for Grain Millers, Inc., said, “Users in each sub-group should ensure their diets contain a balance of soluble and insoluble fiber proportioned to their daily nutritional requirements. Too much soluble fiber may cause bloating and gut freezing, while insoluble fiber helps promote smooth passage through the gut and reduces inflammation.”

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Insoluble fiber helps maintain regularity in consumers seeking relief from constipation, which happens when GLP-1 drugs slow digestion, said Colleen M. Zammer, vice president of varietal solutions growth and innovation at Bay State Milling Co., Quincy, Mass.

“Consumers looking for gut healing, immune support and precursors to naturally occurring GLP-1 hormones in the body can benefit from fermentable, prebiotic fiber that feeds gut bacteria,” she said, adding that fermented fiber sources like resistant starch provide gut health benefits without uncomfortable side effects like bloating.

quaker.jpg

More established GLP-1 users continue to consume smaller portions and emphasisze nutrient density in their food choices.

| Photo: ©JAMMER GENE – STOCK.ADOBE.COM

Gradual increases

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As gastrointestinal side effects stabilize, typically in weeks 4 to 12 of taking the medications, consumers gradually may increase their total fiber intake, Koch said.

“The key word is ‘gradually’— adding too much too soon may trigger discomfort and resistance,” she said. “Whole food sources are preferable to supplements, though health care professionals like registered dietitians can recommend supplementation strategies when needed.”

More established users continue to consume smaller portions and thus emphasize nutrient density, looking for foods and beverages that deliver nutrition like fiber and protein in less product volume, DuBow said.

“At 6 to 12 months in, there is momentum, with some weight-loss results likely bolstering dual focus on diet and exercise and (the) highest integration of medical advice,” said Emma Cahill, global marketing director, sweeteners, fibers and GLP-1 at Tate & Lyle PLC, London. “We see that the highest reason consumers cease GLP-1 usage is side effects.

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“In our survey, we saw the average tenure on the medication was 12 months. At three to six months post usage, it was clear that the healthy habits built on the medication were very difficult to translate upon the return of food noise. We saw food choices fluctuating between healthy habits and old routines.”

Research from ADM’s Outside Voice showed former users experience renewed cravings, and 65% reported concerns about regaining lost weight, DuBow said.

“For this group, ingredients such as prebiotic fibers can help support satiety by delaying hunger cues, stimulating appetite-regulating hormones and promoting feelings of fullness as they establish long-term eating habits,” he said.

‘Boomerangers’

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Consumers who discontinue medication tend to fall into two groups, said Keith Albright, senior insights manager for Cargill.

“Some are looking for foods that can help them sustain the progress they’ve made,” he said. “They’re concerned about appetite returning, regaining weight and losing the sense of control they’ve developed while taking the medication. Others simply plan to return to GLP-1 use.

“That brings us to an emerging segment we call ‘boomerangers.’ These are people returning to GLP-1 medications after discontinuing them previously. For many, it’s a planned return. They view GLP-1s as a tool they can return to when they want to lose a few pounds, rather than relying on diet alone to maintain their weight. However, because their bodies must readjust each time they restart therapy, many of these boomerangers will experience the same gastrointestinal side effects all over again.”

Finally, plant-based ingredients may add fiber and protein to products, appealing to users of GLP-1 medications.

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“Plant-based flours from quinoa, chickpea, fava and lentil can easily add all-natural, clean label protein and fiber to food products,” said Terry Stover, vice president of special markets for Houston-based Riviana Foods, Inc. “Extruded and ready-to-eat gels made from the same plant flours work well in baked goods, snacks and drink mixes, providing fiber and protein.”

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Cerebelly adds Fresh Bellies to portfolio

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Cerebelly adds Fresh Bellies to portfolio

NEW YORK — Cerebelly, a manufacturer of organic baby food and children’s food designed to support brain and cognitive health, has acquired Fresh Bellies, a children’s food brand that manufactures plant-based, freeze-dried snacks without added sugar. Financial terms of the deal were not disclosed.

The acquisition brings Cerebelly and Fresh Bellies under shared ownership while operating independently with their own product line, formulation and brand identity, the companies said.

Cerebelly’s product line currently includes purees, smoothies and snack bars. The company said the acquisition will expand its product development capabilities for additional formats and snacking usage occasions.

“We are not merging these brands — we are amplifying them,” said Jodie Wing, chief executive officer of Cerebelly. “The children’s nutrition category is large enough and the unmet consumer need is significant enough that two differentiated brands, operating with shared operational strength, creates more value than either could achieve alone. This is a platform play, not a consolidation.”

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The acquisition will enable Fresh Bellies, founded in 2015 by Saskia Sorrosa, access to Cerebelly’s supply chain infrastructure to meet demands.

“Fresh Bellies has always been about giving children a bold, adventurous start with real, whole food,” Sorrosa said. “Joining forces with Cerebelly gives us the ability to say ‘yes’ — yes to more retailers, yes to larger and more frequent orders, yes to more innovation and exciting new products, and yes to meaningful certifications that set our products apart. This partnership gives us the runway to grow in ways we’ve always known we could.” 

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three directors fined in first cases

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three directors fined in first cases

Three company directors have been fined in the first prosecutions brought by the Insolvency Service for failing to comply with Companies House identity verification requirements.

Jill White and Marc Dillon, directors of White (Reading Properties) Limited, and Modinat Banjo, director of J Isogony Apparel Limited, were sentenced at City of London Magistrates’ Court yesterday.

The Insolvency Service said the convictions serve as a warning to directors that they must verify their identity or risk prosecution.

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Identity verification is a central part of the Economic Crime and Corporate Transparency Act 2023, which strengthened the powers of Companies House to improve the accuracy of the company register and tackle the misuse of UK companies for criminal purposes.

Newly appointed directors have been required to verify their identity with Companies House before acting as a director since 18 November 2025. According to the government’s guidance on the changes to UK company law, that date also marked the start of a 12-month transition period.

Existing directors are required to verify during that transition period, when filing the company’s next confirmation statement. Business Matters has previously reported on the rollout of the identity checks for directors and people with significant control.

White, 62, of Speen, Buckinghamshire, acted as a company director despite not verifying her identity, according to the Insolvency Service. She participated in board-level decision making and signed company accounts while unverified.

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She completed identity verification in early September 2026, around nine months after the deadline and shortly before appearing in court.

Dillon, 62, of Atlanta Close, Benson, Oxfordshire, had verified his own identity. He was prosecuted for failing to take reasonable steps to prevent White from continuing to act as a director while unverified, despite being aware of the legal requirement.

The Insolvency Service said that, as a director of White (Reading Properties) Limited, he had a legal responsibility to ensure the company did not allow an unverified individual to continue acting as a director. Both were also convicted after the company failed to file a confirmation statement on time.

White was fined £166 and ordered to pay costs of £85 and a victim surcharge of £66. Dillon was fined £307, with costs of £85 and a victim surcharge of £123.

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Banjo, 50, of Thornham Street, London, continued acting as a director despite failing to complete the mandatory process. She signed and delivered company accounts on behalf of J Isogony Apparel Limited while unverified, and completed verification on or around 28 May 2026.

She was also convicted after failing to file a confirmation statement within the statutory period. Banjo was fined £80 and ordered to pay costs of £85 and a victim surcharge of £32.

Daniel Hart, senior criminal lawyer at the Insolvency Service, said: “Identity verification is a legal requirement for company directors and forms a key part of efforts to improve the accuracy of the Companies House register and tackle economic crime.

“These prosecutions demonstrate that directors have responsibilities not only for their own compliance but also for ensuring unverified individuals do not continue acting as directors on behalf of a company.”

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He added: “In both cases, multiple opportunities were provided for the directors to comply with the requirements before enforcement action was taken.

“There is no option to opt out. Directors who continue to act without verifying their identity risk investigation and prosecution.”

Martin Swain, director of intelligence and law enforcement engagement at Companies House, said the cases “mark an important milestone in strengthening the integrity of the UK’s company register”.

“These cases send a clear message that identity verification is not optional,” he said. “The vast majority of directors and people with significant control will comply with the new requirements, but where individuals fail to meet their legal obligations, Companies House will take appropriate enforcement action.”

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Experts had predicted when the rules took effect that the corporate register would shrink under the new director verification requirements, and the checks were followed by a fall in new company registrations.

The Insolvency Service said verification can be completed online through Companies House free of charge or via an Authorised Corporate Service Provider.

Jamie Young
About the author

Jamie Young

Jamie Young is Senior Reporter at Business Matters, covering SME finance, employment law and Westminster policy since 2016. He has reported on every Budget and Autumn Statement since 2018, helped make sense of the ‘covid era’ and the bounce-back loan scheme from launch through the fraud investigations, and broke the magazine’s coverage of the 2024 late-payment reforms. He joined Business Matters straight from completing his BA in Administration from Exeter University and is NCTJ-qualified. Reach him at jyoung@cbmeg.co.uk

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SEC Clears Path For Stock Trading On Blockchains. These Stocks Rally.

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SEC Clears Path For Stock Trading On Blockchains. These Stocks Rally.

The Securities and Exchange Commission issued a rule Thursday that clears the way for tokenized stocks, a system that greatly expands equity trading. Robinhood (HOOD) and blockchain stocks rose. Albeit temporary, the SEC rule sets up authorized venues to offer tokenized stocks traded through blockchains, the digital ledgers currently used in crypto trading. Breaking away from traditional exchanges, tokenized equities…

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More Nutrition enters US markets

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More Nutrition enters US markets

ELMSHORN, GERMANY — The Quality Group is bringing its More Nutrition-branded Satisbites protein bars to the US.

Satisbites bars are formulated with a chocolate shell, “crunchy bits,” soft dough and a creamy center. The bars are available in dark chocolate caramel brownie, milk chocolate coconut, white chocolate strawberry cream and white chocolate hazelnut flavors.

Each 200-calorie bar contains 14 grams to 16 grams of protein, 3 grams to 5 grams of fiber and no added sugar.

The protein bars may be purchased online through the company’s website and Amazon. 

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ExxonMobil: Quietly Increasing Its Papua New Guinea Significance

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Vår Energi: An Investment Grade Income Idea (OTCMKTS:VARRY)

ExxonMobil: Quietly Increasing Its Papua New Guinea Significance

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