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News from October 26, 2025

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Israel names Iranian it says is responsible for attacks in Australia
Technology

Israel names Iranian it says is responsible for attacks in Australia

Israeli spy agency Mossad has published details about an alleged Iranian official it claims is responsible for leading a unit promoting antisemitic attacks around the world, including in Australia. Mossad named the man as "Sardar Amar", and alleged he led the so-called 11,000 Brigade within the Quds Force — the clandestine wing of the Islamic Revolutionary Guard Corps (IRGC), which Australia is preparing to list as a terrorist organisation. It said the group had been responsible for fuelling "terror without Iranian fingerprints" by recruiting foreigners to undertake dozens of attacks overseas, singling out Australia, Germany and Greece as examples of where such activity had been "thwarted." "For years, the Iranian regime has viewed terrorism as a tool to exact a price from Israel by harming innocent people worldwide, without paying military, diplomatic, or economic costs," a statement from Mossad distributed by the Israeli Prime Minister's Office said. "Under this logic, the terrorist bodies operate while maintaining plausible deniability and a separation between the violent activity and Iran. "The ongoing international campaign against Iranian terrorism denies Iran its room for plausible deniability, removes its immunity and exacts a heavy price from it in the international political arena." In August Prime Minister Anthony Albanese and ASIO chief Mike Burgess revealed at least two attacks targeting Australia's Jewish community had been directed by Iran, but conducted by third parties. Iran's ambassador to Australia, Ahmad Sadeghi was expelled by the Australian government in protest. The Israeli government took credit for Australia's stance, saying it had effectively been shamed into acting on antisemitism running rampant across the country. That argument was rejected by the Home Affairs Minister Tony Burke, labelling it "complete nonsense". On Sunday, the Israeli Prime Minister's Office refused to specify whether the intelligence gathered by Mossad had been passed on to ASIO prior to Mr Albanese and Mr Burgess revealing the plot. "I'm not going to discuss any private conversations between Israeli intelligence and the Australian intelligence," spokesperson Shosh Badrosian told the ABC. "We know that Iran has been trying to promote antisemitism around the world. This is what they have been trying to do." The Persian word "Sardar" roughly translates to leader and is both a common male name in Iran and often used in the IRGC to denote a senior rank, most closely matching a general. Mossad did not reveal any information about the man's identity other than his name and position within the IRGC, along with an undated grainy photo of a man and a graphic depicting commander hierarchy. The attacks in Australia linked to the Iran plot were the firebombing of Melbourne's Adass Israel Synagogue in December 2024 and Sydney's Lewis' Continental Kitchen in October of the same year. At the time of the announcement by the prime minister and ASIO's director-general, the foiled Dural caravan incident was not believed to be linked to Iranian activity. In July, German authorities hauled in the Iranian ambassador in Berlin for a formal reprimand, after a Danish man was arrested and charged with allegedly spying on Jews on behalf of Iranian intelligence agencies.

Matthew Doran
Strong Signal: Large Investment Manager Loads the Boat With Shares of Semiconductor Stock
Technology

Strong Signal: Large Investment Manager Loads the Boat With Shares of Semiconductor Stock

Stanley-Laman Group, Ltd. disclosed a new position in Lam Research (LRCX +2.81%) valued at an estimated $8.79 million as of September 30, 2025, according to its October 22, 2025, SEC filing. What Happened Stanley-Laman Group, Ltd. added a new stake in Lam Research, purchasing 65,637 shares in Q3 2025. The transaction, estimated at $8.79 million based on the period's average price, was reported in a regulatory filing with the Securities and Exchange Commission on October 22, 2025 (SEC filing). The position now accounts for 1.3% of the fund's $701.80 million reportable U.S. equity assets. What Else to Know This is a new position for the fund, representing 1.3% of reported 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $20.93 million (3.0% of AUM) as of September 30, 2025NASDAQ:GOOGL: $18.00 million (2.5% of AUM) as of September 30, 2025NASDAQ:AMZN: $15.06 million (2.2% of AUM) as of September 30, 2025NASDAQ:NVDA: $13.77 million (2.0% of AUM) as of September 30, 2025 As of October 21, 2025, Lam Research shares were priced at $145.04, up 99.1% over the past year; shares have outperformed the S&P 500 by 86.4 percentage points. Company Overview Company Snapshot Lam Research Corporation is a leading supplier of wafer fabrication equipment and services to the global semiconductor industry. The company leverages a robust portfolio of advanced process solutions, enabling customers to manufacture increasingly complex integrated circuits at scale. The company designs and manufactures semiconductor processing equipment, including deposition, etch, wafer cleaning, and metrology systems for integrated circuit fabrication. It generates revenue through the sale of advanced equipment, technology upgrades, and aftermarket services to global semiconductor manufacturers. Lam Research Corporation serves semiconductor companies across the United States, Asia, and Europe. Foolish Take Another institutional investor is loading up on shares of Lam Research -- that's the takeaway from Stanley-Laman's purchase of $8.8 million worth of the semiconductor giant. Shares of Lam Research are up 112% year-to-date, as the semiconductor sector continues to ramp higher thanks to the artificial intelligence (AI) revolution. Indeed, just last week, Lam Research released its third-quarter earnings results (for the three months ending on September 28, 2025), which beat analyst expectations due to stronger-than-expected revenue and net income. What's more, Stanley-Laman's significant purchase lends strength to the argument that deep-pocketed market participants believe the AI revolution will continue for some time to come -- and that the continued strength of the AI sector will benefit fabrication equipment makers like Lam Research. To sum up, retail investors may want to give Lam Research a closer look. The company's important role within the semiconductor sector, along with its recent earnings beat and ongoing outperformance of the S&P 500 make it a stock worth considering right now. New position: An investment in a security or asset that was not previously held in the portfolio.Quarterly average price: The average market price of a security over a specific quarter, used for valuation purposes.Fund's top five holdings: The five largest investments in a fund's portfolio, usually by market value.Stake: The ownership interest or amount of shares held in a particular company.Regulatory filing: Official documents submitted to government agencies, such as the SEC, disclosing financial or investment activities.13F assets under management: The total value of U.S. equity securities managed by an institutional investor, as reported in SEC Form 13F.AUM (Assets Under Management): The total market value of investments that a fund or manager oversees on behalf of clients.Dividend yield: A financial ratio showing how much a company pays in dividends each year relative to its share price.Deposition: A semiconductor manufacturing process where thin material layers are deposited onto a wafer.Etch: A process in semiconductor fabrication that removes layers from the wafer to create circuit patterns.Wafer cleaning: The process of removing contaminants from semiconductor wafers during manufacturing.TTM: The 12-month period ending with the most recent quarterly report.

Jake Lerch
Joey Logano Boasts Bold Claim to Assert Supremacy Over Rival NASCAR Stars
Sports

Joey Logano Boasts Bold Claim to Assert Supremacy Over Rival NASCAR Stars

As the NASCAR Cup Series barrels into the Round of 8 finale at Martinsville Speedway, the six playoff drivers can feel the heat hovering around them. Joey Logano, the defending champion, sits 38 points below the cutline, staring down a must-win race in Martinsville. His rivals, like William Byron and Ryan Blaney, are also desperate […]The post Joey Logano Boasts Bold Claim to Assert Supremacy Over Rival NASCAR Stars appeared first on EssentiallySports.

Rajnish Kumar

Andy Dalton cost the Panthers points with an inexcusable mistake

Carolina Panthers quarterback Andy Dalton made a rookie mistake during Sunday’s game that caused his team to leave valuable points on the board at halftime. The Panthers were facing 3rd and goal from the 4-yard line during Sunday’s game against the Buffalo Bills at Bank of America Stadium in Charlotte, N.C. With 16 seconds left …The post Andy Dalton cost the Panthers points with an inexcusable mistake appeared first on Larry Brown Sports.

Grey Papke
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