7 hours ago
Micron (MU) stock has multiple strong positive and negative catalysts at this point, making its performance difficult to predict. On the positive side, the memory-chip maker should continue to benefit significantly in the near-to-medium term from the AI boom, and Bank of America recently ******* erted that MU should be boosted by the release of low-cost, open-source AI models made in China. Additionally, the valuation of MU stock remains low.
On the other hand, Alphabet's (GOOG) (GOOGL) technological breakthrough remains a long-term threat for MU, and investors have been unenthusiastic about Micron in recent weeks.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#micron #positive #America #China
On the other hand, Alphabet's (GOOG) (GOOGL) technological breakthrough remains a long-term threat for MU, and investors have been unenthusiastic about Micron in recent weeks.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#micron #positive #America #China
6 days ago
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Has your savings balance finally hit $100,000? If so, congratulations on reaching this financial milestone! Chances are, you had to apply a combination of discipline and hard work to get here.
Once you've taken a beat to celebrate, you may notice a feeling of uncertainty set in, especially when it comes to deciding where to put the money. You may even feel overwhelmed when you think about spending time opening new accounts and moving the funds around.
It's natural to feel unsure about what to do with such a significant sum of money, considering it doesn't come with an owner's manual. But with that said, there are tried-and-true strategies for prioritizing where your money goes.
If you've got high-interest debt — loans or lines of credit with an annual percentage rate (APR) of 6% or higher — do yourself a big favor and pay it off ASAP. For most people, this will include credit cards, which currently have average interest rates above 21%, and personal loans, which average over 12%.
#money #advertiser #chances
Has your savings balance finally hit $100,000? If so, congratulations on reaching this financial milestone! Chances are, you had to apply a combination of discipline and hard work to get here.
Once you've taken a beat to celebrate, you may notice a feeling of uncertainty set in, especially when it comes to deciding where to put the money. You may even feel overwhelmed when you think about spending time opening new accounts and moving the funds around.
It's natural to feel unsure about what to do with such a significant sum of money, considering it doesn't come with an owner's manual. But with that said, there are tried-and-true strategies for prioritizing where your money goes.
If you've got high-interest debt — loans or lines of credit with an annual percentage rate (APR) of 6% or higher — do yourself a big favor and pay it off ASAP. For most people, this will include credit cards, which currently have average interest rates above 21%, and personal loans, which average over 12%.
#money #advertiser #chances
6 days ago
NZS Capital, LLC, an investment management company, released its "NZS Growth Equity Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross return of +24.96% and a net return of +24.76%, significantly outperforming the +14.79% return for the Morningstar Global Target Market Exposure Index. Overweight in Semiconductors, stock selection in areas like Software and Industrials, and zero exposure to Energy contributed to the Strategy's outperformance in the quarter. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On July 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $203.28 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -2.80%, and its shares gained 18.34% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.95 trillion.
NZS Growth Equity Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q2 2026 investor update:
"Elsewhere, NVIDIA Corporation (NASDAQ:NVDA) was added back to the portfolio as a resilient position late in the quarter. NVIDIA had been a long-time holding in the portfolio before we exited in the third quarter of 2025. The stock has since lagged the broad surge in the AI semiconductor ecosystem as the market began contemplating budding risks to the GPU's market share in AI compute. This scenario was our primary concern when we exited the position, but we now think the lowered valuation more than compensates for this type of risk. Further, NVIDIA's growth relative to competitors indicates the GPU is actually taking share at present."
NVIDIA Corporation (NASDAQ:NVDA) is in fourth position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 275 hedge fund portfolios held NVIDIA Corporation (NASDAQ:NVDA) at the end of the fourth quarter, compared to 264 in the previous quarter. In the first quarter of fiscal year 2027, NVIDIA Corporation (NASDAQ: NVDA) reported revenues of $82 billion, achieving an impressive 85% year-over-year growth. While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) 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 on the best short-term AI stock.
#NASDAQ #Growth
In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On July 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $203.28 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -2.80%, and its shares gained 18.34% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.95 trillion.
NZS Growth Equity Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q2 2026 investor update:
"Elsewhere, NVIDIA Corporation (NASDAQ:NVDA) was added back to the portfolio as a resilient position late in the quarter. NVIDIA had been a long-time holding in the portfolio before we exited in the third quarter of 2025. The stock has since lagged the broad surge in the AI semiconductor ecosystem as the market began contemplating budding risks to the GPU's market share in AI compute. This scenario was our primary concern when we exited the position, but we now think the lowered valuation more than compensates for this type of risk. Further, NVIDIA's growth relative to competitors indicates the GPU is actually taking share at present."
NVIDIA Corporation (NASDAQ:NVDA) is in fourth position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 275 hedge fund portfolios held NVIDIA Corporation (NASDAQ:NVDA) at the end of the fourth quarter, compared to 264 in the previous quarter. In the first quarter of fiscal year 2027, NVIDIA Corporation (NASDAQ: NVDA) reported revenues of $82 billion, achieving an impressive 85% year-over-year growth. While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) 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 on the best short-term AI stock.
#NASDAQ #Growth
7 days ago
Walk into almost any bank today and look at its premium current account.
The benefits are remarkably familiar. Airport lounge access. Concierge services. Travel insurance. Cashback. A metal payment card.
There's nothing wrong with any of those features. Many customers value them. The problem is that they're no longer particularly distinctive.
Premium banking has spent years refining the same formula, to the point where many propositions now look and feel remarkably similar.
That raises an obvious question.
If every bank offers broadly the same premium experience, what differentiates one from another?
#many #same
The benefits are remarkably familiar. Airport lounge access. Concierge services. Travel insurance. Cashback. A metal payment card.
There's nothing wrong with any of those features. Many customers value them. The problem is that they're no longer particularly distinctive.
Premium banking has spent years refining the same formula, to the point where many propositions now look and feel remarkably similar.
That raises an obvious question.
If every bank offers broadly the same premium experience, what differentiates one from another?
#many #same
12 days ago
Key Takeaways
Depositing into DeFi lending protocols or liquidity pools no longer triggers immediate capital gains tax.
Tax liability defers until a genuine economic disposal: a sale, a swap outside DeFi, or a fiat conversion.
CARF reporting from UK platforms to HMRC began on January 1, 2026, expanding surveillance alongside the relief.
HM Revenue and Customs (HMRC) confirmed on February 12, 2026, that the UK government is advancing a No Gain, No Loss, or NGNL, tax treatment for specific decentralized finance activities covering lending and liquidity provision.
Depositing into DeFi lending protocols or liquidity pools no longer triggers immediate capital gains tax.
Tax liability defers until a genuine economic disposal: a sale, a swap outside DeFi, or a fiat conversion.
CARF reporting from UK platforms to HMRC began on January 1, 2026, expanding surveillance alongside the relief.
HM Revenue and Customs (HMRC) confirmed on February 12, 2026, that the UK government is advancing a No Gain, No Loss, or NGNL, tax treatment for specific decentralized finance activities covering lending and liquidity provision.
18 days ago
On July 6, Bitcoin dropped more than 2% after Strategy — a corporate buyer of Bitcoin — disclosed in a regulatory filing (1) that it had sold about $216 million worth of the cryptocurrency.
That's the second time this year the company has sold some of its Bitcoin reserves — a complete reversal of its former "never sell" approach. Strategy posted a $12.54 billion net loss (2) in the first quarter of this year as the price of Bitcoin slumped.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
That's the second time this year the company has sold some of its Bitcoin reserves — a complete reversal of its former "never sell" approach. Strategy posted a $12.54 billion net loss (2) in the first quarter of this year as the price of Bitcoin slumped.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
18 days ago
September S&P 500 E-Mini futures (ESU26) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.41% this morning, taking a breather after a chip-led rally in the prior session, with all eyes on the U.S. trading debut of SK Hynix.
Chip and AI infrastructure stocks slipped in pre-market trading as investors turned cautious ahead of SK Hynix's debut on Wall Street. ****** ysts view the South Korean memory chip giant's U.S. listing as a fresh test of investor appetite for the AI trade.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.
Chip and AI infrastructure stocks slipped in pre-market trading as investors turned cautious ahead of SK Hynix's debut on Wall Street. ****** ysts view the South Korean memory chip giant's U.S. listing as a fresh test of investor appetite for the AI trade.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.
20 days ago
Freight brokers live and die by their RFP pricing. Submit too high and you lose the lane. Submit too low and you win business you'll spend the next year regretting. SONAR's latest release is designed to close that gap.
SONAR this week released a significant upgrade to Batch Rate Intelligence, expanding the feature from a bulk lane ****** ysis tool into what the company describes as a complete RFP pricing workflow. The update arrives alongside expanded flatbed market-level visibility within the platform's STVI (Spot Truckload Volume Index) and STRI (Spot Truckload Rate Index) indices.
Batch Rate Intelligence was already one of SONAR's most used broker-facing features, letting users upload large lane files and pull market rate context at scale. The new version builds substantially on that foundation.
The updated tool now includes forward-looking rate and seasonality insights — letting users see not just what rates look like today, but where market conditions are trending as bids are executed and the contract period begins. It also introduces bid positioning and risk visibility, surfacing lanes where a broker's target rate may be misaligned with market expectations before a bid is submitted.
The cleaner output interface is designed to support internal review, customer conversations, and bid strategy, making it easier to act on the data rather than simply export it.
SONAR this week released a significant upgrade to Batch Rate Intelligence, expanding the feature from a bulk lane ****** ysis tool into what the company describes as a complete RFP pricing workflow. The update arrives alongside expanded flatbed market-level visibility within the platform's STVI (Spot Truckload Volume Index) and STRI (Spot Truckload Rate Index) indices.
Batch Rate Intelligence was already one of SONAR's most used broker-facing features, letting users upload large lane files and pull market rate context at scale. The new version builds substantially on that foundation.
The updated tool now includes forward-looking rate and seasonality insights — letting users see not just what rates look like today, but where market conditions are trending as bids are executed and the contract period begins. It also introduces bid positioning and risk visibility, surfacing lanes where a broker's target rate may be misaligned with market expectations before a bid is submitted.
The cleaner output interface is designed to support internal review, customer conversations, and bid strategy, making it easier to act on the data rather than simply export it.
20 days ago
One perceived weakness of Palantir's (NASDAQ: PLTR) business is that it was too concentrated in its native U.S. On the company's Tuesday announcement of a major new deal abroad, those worries abated somewhat. Grateful investors pushed the company's stock 1.4% higher, in a trading session that saw the S&P 500 index slump by 0.5%.
Well before market open that day, Palantir reported that it had agreed to an "enterprise expansion agreement" with Mexico's largest insurance company, GNP Seguros. This is a historic win for the American data ******* ytics company, as its new client is its first publicly announced commercial customer in Latin America.
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 »
Palantir typically operates in phases; its initial work with a client is often an unannounced, under-the-radar pilot phase.
Palantir and GNP Seguros had actually been collaborating prior to Tuesday's announcement, with the insurer putting the company's Foundry and Artificial Intelligence (AI) Platform through its paces in a set of targeted deployments. These aided the company in various aspects of its health, auto, life, and damage insurance lines.
Well before market open that day, Palantir reported that it had agreed to an "enterprise expansion agreement" with Mexico's largest insurance company, GNP Seguros. This is a historic win for the American data ******* ytics company, as its new client is its first publicly announced commercial customer in Latin America.
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 »
Palantir typically operates in phases; its initial work with a client is often an unannounced, under-the-radar pilot phase.
Palantir and GNP Seguros had actually been collaborating prior to Tuesday's announcement, with the insurer putting the company's Foundry and Artificial Intelligence (AI) Platform through its paces in a set of targeted deployments. These aided the company in various aspects of its health, auto, life, and damage insurance lines.
21 days ago
Aiming to give freight brokers and shippers access to real-time carrier and broker data without additional cost, AscendTMS has integrated carrier intelligence provider SearchCarriers into its Carrier Verification and Qualification (CVQ) system.
The integration allows SearchCarriers' continuously updated carrier and broker database to power AscendTMS' built-in CVQ platform, enabling users to verify carriers, evaluate brokers and identify potential risks without leaving the TMS.
The companies said the collaboration is designed to help transportation providers combat freight fraud, double brokering, identity theft and unsafe carrier selection while simplifying due diligence.
"SearchCarriers has become one of the best and cleanest sources of carrier and broker intelligence in the market," Tim Higham, CEO of AscendTMS, said in a news release. "By powering AscendTMS' free Carrier Verification and Qualification system with SearchCarriers data, we are giving brokers and shippers a powerful and totally free tool to help them verify, qualify, and select the best of the best carriers and drivers to move their freight."
AscendTMS is a platform developed by Brandon, Florida-based InMotion Global Inc. Raleigh, North Carolina-based SearchCarriers aggregates information from multiple live data sources, cleans and validates the information, and continuously updates records to provide current carrier and broker intelligence.
The integration allows SearchCarriers' continuously updated carrier and broker database to power AscendTMS' built-in CVQ platform, enabling users to verify carriers, evaluate brokers and identify potential risks without leaving the TMS.
The companies said the collaboration is designed to help transportation providers combat freight fraud, double brokering, identity theft and unsafe carrier selection while simplifying due diligence.
"SearchCarriers has become one of the best and cleanest sources of carrier and broker intelligence in the market," Tim Higham, CEO of AscendTMS, said in a news release. "By powering AscendTMS' free Carrier Verification and Qualification system with SearchCarriers data, we are giving brokers and shippers a powerful and totally free tool to help them verify, qualify, and select the best of the best carriers and drivers to move their freight."
AscendTMS is a platform developed by Brandon, Florida-based InMotion Global Inc. Raleigh, North Carolina-based SearchCarriers aggregates information from multiple live data sources, cleans and validates the information, and continuously updates records to provide current carrier and broker intelligence.
24 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
If you have $2 million in retirement savings, congratulations. That's well above the $1.26 million that Americans believe is needed to retire comfortably, according to a 2025 Northwestern Mutual study (1).
At this point, you have probably overcome the challenge of saving enough. Now, your next mission is wealth preservation. Higher taxes and the wrong lifestyle choices can quickly erode what seems like a huge treasure trove.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a Gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
If you have $2 million in retirement savings, congratulations. That's well above the $1.26 million that Americans believe is needed to retire comfortably, according to a 2025 Northwestern Mutual study (1).
At this point, you have probably overcome the challenge of saving enough. Now, your next mission is wealth preservation. Higher taxes and the wrong lifestyle choices can quickly erode what seems like a huge treasure trove.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a Gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
25 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Cleveland Federal Reserve President Beth Hammack said Tuesday that surging demand for artificial intelligence infrastructure could add to inflationary pressures and may force the Federal Reserve to raise interest rates again if price growth remains elevated.
Speaking to CNBC from the European Central Bank conference in Sintra, Portugal, Hammack said inflation remains above the Fed's 2% target and warned that persistent price pressures tied to AI spending could complicate monetary policy.
"We've got inflation that's too high, and it's been too high for the past five years," Hammack told CNBC's Sara Eisen. "When I look at policy, if that continues, it may mean that we need higher interest rates to bring inflation back down to target".
The Federal Reserve uses interest rates to manage inflation. Higher rates generally slow borrowing and spending, helping cool price growth across the economy.
Cleveland Federal Reserve President Beth Hammack said Tuesday that surging demand for artificial intelligence infrastructure could add to inflationary pressures and may force the Federal Reserve to raise interest rates again if price growth remains elevated.
Speaking to CNBC from the European Central Bank conference in Sintra, Portugal, Hammack said inflation remains above the Fed's 2% target and warned that persistent price pressures tied to AI spending could complicate monetary policy.
"We've got inflation that's too high, and it's been too high for the past five years," Hammack told CNBC's Sara Eisen. "When I look at policy, if that continues, it may mean that we need higher interest rates to bring inflation back down to target".
The Federal Reserve uses interest rates to manage inflation. Higher rates generally slow borrowing and spending, helping cool price growth across the economy.
27 days ago
Interested in AppLovin Corporation? Here are five stocks we like better.
Wall Street ****** ysts forecast more than 30% upside for AppLovin, Quantinuum, and ServiceTitan despite notable insider trading activity across all three stocks.
Quantinuum saw more than 10 insiders purchase nearly $25 million in shares following its IPO, an unusually bullish signal given that insiders typically sell post-IPO.
AppLovin CEO Adam Foroughi sold approximately $51 million in discretionary shares in June, though he retains a stake valued at more than $1 billion.
Insiders are making notable trades across several tech stocks. This includes the newest quantum stock on the market, which is seeing significant insider purchases right out of the gate. Meanwhile, insiders are selling two other notable software companies. However, when it comes to ****** yst forecasts, upside is something that all three have in common.
Wall Street ****** ysts forecast more than 30% upside for AppLovin, Quantinuum, and ServiceTitan despite notable insider trading activity across all three stocks.
Quantinuum saw more than 10 insiders purchase nearly $25 million in shares following its IPO, an unusually bullish signal given that insiders typically sell post-IPO.
AppLovin CEO Adam Foroughi sold approximately $51 million in discretionary shares in June, though he retains a stake valued at more than $1 billion.
Insiders are making notable trades across several tech stocks. This includes the newest quantum stock on the market, which is seeing significant insider purchases right out of the gate. Meanwhile, insiders are selling two other notable software companies. However, when it comes to ****** yst forecasts, upside is something that all three have in common.
29 days ago
What happened: Comcast (CMCSA) stock jumped 8% on Monday.
What's behind the move: Comcast announced Monday that it intends to divide its operations into two standalone public companies, separating its media ******* ets from its technology and connectivity businesses.
The transaction will be completed through a tax-free spin-off of NBCUniversal and Sky.
"Comcast will continue to build on its leadership in connectivity, while NBCUniversal, together with Sky, will have the scale, brands, content and financial resources to compete as a premier global media and entertainment company," Comcast co-CEO Mike Cavanagh said in the company's announcement.
What else you need to know: Comcast expects the separation to take approximately one year to finalize. Once complete, current Comcast shareholders will receive ownership stakes in both Comcast and the newly independent NBCUniversal.
What's behind the move: Comcast announced Monday that it intends to divide its operations into two standalone public companies, separating its media ******* ets from its technology and connectivity businesses.
The transaction will be completed through a tax-free spin-off of NBCUniversal and Sky.
"Comcast will continue to build on its leadership in connectivity, while NBCUniversal, together with Sky, will have the scale, brands, content and financial resources to compete as a premier global media and entertainment company," Comcast co-CEO Mike Cavanagh said in the company's announcement.
What else you need to know: Comcast expects the separation to take approximately one year to finalize. Once complete, current Comcast shareholders will receive ownership stakes in both Comcast and the newly independent NBCUniversal.
29 days ago
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Mid Cap Fund". The Madison Mid Cap Fund (Class I) declined 4.28% in the quarter, compared to the Russell Midcap Index's 1.29% return. A copy of the letter can be downloaded here. The first quarter saw a market shift from tech stocks to companies in the physical economy driven by a better economic outlook and AI disruption fears. This transition favored the 'HALO trade' (Heavy ***** ets, Low Obsolescence), benefiting resilient businesses. In March, geopolitical conflicts and rising commodity prices heightened inflation concerns, leading to strong performance in Energy and Materials sectors, while Utilities also gained. This trend posed challenges for the Madison Mid Cap Fund due to its limited exposure to these sectors. In this environment, the fund identifies opportunities in high-quality, underappreciated businesses and is actively investing in them. Please review the Fund's top five holdings to gain insights into its key selections for 2026.
In its first-quarter 2026 investor letter, Madison Mid Cap Fund highlighted THOR Industries, Inc. (NYSE:THO). THOR Industries, Inc. (NYSE:THO) is a leading recreational vehicle manufacturer. On June 29, 2026, THOR Industries, Inc. (NYSE:THO) closed at $78.92 per share, reflecting a market capitalization of $4.11 billion. THOR Industries, Inc. (NYSE:THO) posted a one-month return of -1.78%, while its shares lost 13.10% over the past 52 weeks.
Madison Mid Cap Fund stated the following regarding THOR Industries, Inc. (NYSE:THO) in its Q1 2026 investor letter:
"The bottom five detractors for the quarter were Gartner, Brown & Brown, ServiceTitan, THOR Industries, Inc. (NYSE:THO), and Medpace Holdings. The drop in Thor Industries shares was coincident with the increase in oil prices and interest rates as a result of the Iran war, given the sensitivity to RV sales to these factors."
THOR Industries, Inc. (NYSE:THO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held THOR Industries, Inc. (NYSE:THO) at the end of the first quarter, compared to 32 in the previous quarter. While we acknowledge the potential of THOR Industries, Inc. (NYSE:THO) 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 on the best short-term AI stock.
In its first-quarter 2026 investor letter, Madison Mid Cap Fund highlighted THOR Industries, Inc. (NYSE:THO). THOR Industries, Inc. (NYSE:THO) is a leading recreational vehicle manufacturer. On June 29, 2026, THOR Industries, Inc. (NYSE:THO) closed at $78.92 per share, reflecting a market capitalization of $4.11 billion. THOR Industries, Inc. (NYSE:THO) posted a one-month return of -1.78%, while its shares lost 13.10% over the past 52 weeks.
Madison Mid Cap Fund stated the following regarding THOR Industries, Inc. (NYSE:THO) in its Q1 2026 investor letter:
"The bottom five detractors for the quarter were Gartner, Brown & Brown, ServiceTitan, THOR Industries, Inc. (NYSE:THO), and Medpace Holdings. The drop in Thor Industries shares was coincident with the increase in oil prices and interest rates as a result of the Iran war, given the sensitivity to RV sales to these factors."
THOR Industries, Inc. (NYSE:THO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held THOR Industries, Inc. (NYSE:THO) at the end of the first quarter, compared to 32 in the previous quarter. While we acknowledge the potential of THOR Industries, Inc. (NYSE:THO) 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 on the best short-term AI stock.
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 23 that Jamendo has sued NVIDIA Corporation (NASDAQ:NVDA) in California federal court on Monday for the alleged misuse of its data and music to train audio-related AI systems. Jamendo, a music company owned by Winamp Group and based in Luxembourg, said in the lawsuit that NVIDIA Corporation (NASDAQ:NVDA) copied "hundreds of thousands of audio files and related metadata from its platform" to train Fugatto, which is an AI audio generator, and Audio Flamingo, an AI language model that describes sound. Reuters stated that spokespeople for NVIDIA Corporation (NASDAQ:NVDA) did not immediately respond to a request for comment on the lawsuit on Tuesday.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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 on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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 on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
JPMorgan Chase CEO Jamie Dimon isn't taking comfort in the stock market's seemingly endless euphoria that defied a war in the Middle East and the ensuing spike in inflation. Instead, he believes there's trouble brewing for the U.S. economy.
During a June 15 appearance at the Council on Foreign Relations (1), Dimon was blunt in forecasting an eventual stock market contraction. For him, the only question left to answer is when.
Robert Kiyosaki says this 1 ******* et will surge 400% in a year and begs investors not to miss this 'explosion'
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
During a June 15 appearance at the Council on Foreign Relations (1), Dimon was blunt in forecasting an eventual stock market contraction. For him, the only question left to answer is when.
Robert Kiyosaki says this 1 ******* et will surge 400% in a year and begs investors not to miss this 'explosion'
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
1 month ago
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI memory revenue across 16 multi-year customer agreements.
Micron's contracts carry roughly $22B in customer cash deposits and take-or-pay terms, treating memory as a strategic bottleneck rather than a commodity.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Shares of Micron Technology (NASDAQ:MU) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (NASDAQ:WDC) stock is climbing 13% to around $726.
Micron's contracts carry roughly $22B in customer cash deposits and take-or-pay terms, treating memory as a strategic bottleneck rather than a commodity.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Shares of Micron Technology (NASDAQ:MU) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (NASDAQ:WDC) stock is climbing 13% to around $726.
1 month ago
By Karen Roman
Vinson & Elkins said it appointed Jason Marty as new Chief Operating Officer starting June 29, 2026, succeeding Adam Kassoff who plans to retire and who will remain in the firm for a transition period.
Mr. Marty has over 20 years of leadership experience at diverse international law firms including Baker McKenzie and Bryan Cave Leighton Paisner, and has worked together with firm leadership on strategy, financial management, technology, and growth initiatives in complex international organizations, the firm stated.
Mr. Marty also co-founded a company that strengthens client relationship management and business development in law firms using AI, while earlier in his career he led global knowledge management, marketing and operational initiatives, Vinson & Elkins said.
"Jason is an accomplished leader with a deep understanding of what it takes to operate and grow a sophisticated organization," said Keith Fullenweider, Vinson & Elkins' Chair. "He brings a rare combination of operational excellence, strategic insight, technological fluency, and an understanding that our business is built on relationships, trust and client service."
Vinson & Elkins said it appointed Jason Marty as new Chief Operating Officer starting June 29, 2026, succeeding Adam Kassoff who plans to retire and who will remain in the firm for a transition period.
Mr. Marty has over 20 years of leadership experience at diverse international law firms including Baker McKenzie and Bryan Cave Leighton Paisner, and has worked together with firm leadership on strategy, financial management, technology, and growth initiatives in complex international organizations, the firm stated.
Mr. Marty also co-founded a company that strengthens client relationship management and business development in law firms using AI, while earlier in his career he led global knowledge management, marketing and operational initiatives, Vinson & Elkins said.
"Jason is an accomplished leader with a deep understanding of what it takes to operate and grow a sophisticated organization," said Keith Fullenweider, Vinson & Elkins' Chair. "He brings a rare combination of operational excellence, strategic insight, technological fluency, and an understanding that our business is built on relationships, trust and client service."
1 month ago
Three major Iranian banks halted card-based services after cyberattacks caused disruption, reported Reuters citing the country's state-owned banking technology provider.
The Informatics Services Corporation said that Bank Melli, Bank Saderat and Bank Tejarat were affected.
It told state television that card-related operations at the three lenders were paused as a precaution against further unauthorised access, while cybersecurity teams worked on recovery.
A public relations official at the company said cash machines, point-of-sale devices and mobile apps connected to card systems were impacted.
Iran's Banking Coordination Council had also reported disruption on June 14 at Melli, Saderat, Tejarat and the Export Development Bank of Iran following a cyberattack aimed at a shared communications system.
The Informatics Services Corporation said that Bank Melli, Bank Saderat and Bank Tejarat were affected.
It told state television that card-related operations at the three lenders were paused as a precaution against further unauthorised access, while cybersecurity teams worked on recovery.
A public relations official at the company said cash machines, point-of-sale devices and mobile apps connected to card systems were impacted.
Iran's Banking Coordination Council had also reported disruption on June 14 at Melli, Saderat, Tejarat and the Export Development Bank of Iran following a cyberattack aimed at a shared communications system.
1 month ago
Grow Funds, an investment Advisor, released its Q1 2026 investor letter for "GROW Small Cap Equity Long/Short Fund". A copy of the letter can be downloaded here. In Q1 2026, GROW Small Cap Equity Long/Short L.P (Fund) returned 4.18%, outperforming the Russell 2000 Growth Index's –2.80%, HFRI Equity Hedge Index's -0.24%, and the HFRI Fundamental Growth Index's 0.47% returns. Long positions and hedges, and short positions, safeguarded the portfolio amid the volatility driven by the Iran War. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Grow Funds highlighted Duos Technologies Group, Inc. (NASDAQ:DUOT). Duos Technologies Group, Inc. (NASDAQ:DUOT) is a technology company engages in the design and development of intelligent technology solutions. On June 18, 2026, Duos Technologies Group, Inc. (NASDAQ:DUOT) closed at $13.15 per share. One-month return of Duos Technologies Group, Inc. (NASDAQ:DUOT) was 3.50%, and its shares gained 76.56% over the past 52 weeks. Duos Technologies Group, Inc. (NASDAQ:DUOT) has a market capitalization of $413.084 million.
Grow Funds stated the following regarding Duos Technologies Group, Inc. (NASDAQ:DUOT) in its Q1 2026 investor letter:
"Duos Technologies Group, Inc. (NASDAQ:DUOT) historically operated as a railcar inspection business. In July of 2024, Duos announced they would begin providing Edge AI Data Center solutions. Duos designs and deploys modular edge data centers to bring processing power closer to where data is generated. Transformational growth began in Q1 this year when the company posted 363% revenue growth year-over-year. The addition of the data center business drove growth as demand for the data centers and power is extremely high. The company deployed 15 data centers in 2025 and expects to deploy many more in 2026. This rapid deployment will deliver scalable compute power and high-speed connectivity to customers in as little as 90 days. Duos provides these modular data centers on a rental basis, so the revenue is recurring in nature. We believe many investors are unaware of the transformation made within the business and there is more upside as discovery happens."
Duos Technologies Group, Inc. (NASDAQ:DUOT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 20 hedge fund portfolios held Duos Technologies Group, Inc. (NASDAQ:DUOT) at the end of the first quarter, compared to 13 in the previous quarter. While we acknowledge the potential of Duos Technologies Group, Inc. (NASDAQ:DUOT) 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 on the best short-term AI stock.
In its first-quarter 2026 investor letter, Grow Funds highlighted Duos Technologies Group, Inc. (NASDAQ:DUOT). Duos Technologies Group, Inc. (NASDAQ:DUOT) is a technology company engages in the design and development of intelligent technology solutions. On June 18, 2026, Duos Technologies Group, Inc. (NASDAQ:DUOT) closed at $13.15 per share. One-month return of Duos Technologies Group, Inc. (NASDAQ:DUOT) was 3.50%, and its shares gained 76.56% over the past 52 weeks. Duos Technologies Group, Inc. (NASDAQ:DUOT) has a market capitalization of $413.084 million.
Grow Funds stated the following regarding Duos Technologies Group, Inc. (NASDAQ:DUOT) in its Q1 2026 investor letter:
"Duos Technologies Group, Inc. (NASDAQ:DUOT) historically operated as a railcar inspection business. In July of 2024, Duos announced they would begin providing Edge AI Data Center solutions. Duos designs and deploys modular edge data centers to bring processing power closer to where data is generated. Transformational growth began in Q1 this year when the company posted 363% revenue growth year-over-year. The addition of the data center business drove growth as demand for the data centers and power is extremely high. The company deployed 15 data centers in 2025 and expects to deploy many more in 2026. This rapid deployment will deliver scalable compute power and high-speed connectivity to customers in as little as 90 days. Duos provides these modular data centers on a rental basis, so the revenue is recurring in nature. We believe many investors are unaware of the transformation made within the business and there is more upside as discovery happens."
Duos Technologies Group, Inc. (NASDAQ:DUOT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 20 hedge fund portfolios held Duos Technologies Group, Inc. (NASDAQ:DUOT) at the end of the first quarter, compared to 13 in the previous quarter. While we acknowledge the potential of Duos Technologies Group, Inc. (NASDAQ:DUOT) 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 on the best short-term AI stock.
1 month ago
By Simon Jessop and Susanna Twidale
LONDON, June 23 (Reuters) - Independent energy firm NatPower and Tesla said on Tuesday they had reached a deal to build 25 gigawatt hours of battery storage in Italy and Britain, the first phase of a project worth up to $5 billion.
Countries across Europe are ramping up battery storage projects to help balance the rollout of intermittent renewable power capacity.
Under the multiyear agreement, NatPower will use Tesla's Megapack battery storage system.
NatPower will also use Tesla's trading technology, which manages when to buy and sell electricity.
LONDON, June 23 (Reuters) - Independent energy firm NatPower and Tesla said on Tuesday they had reached a deal to build 25 gigawatt hours of battery storage in Italy and Britain, the first phase of a project worth up to $5 billion.
Countries across Europe are ramping up battery storage projects to help balance the rollout of intermittent renewable power capacity.
Under the multiyear agreement, NatPower will use Tesla's Megapack battery storage system.
NatPower will also use Tesla's trading technology, which manages when to buy and sell electricity.
1 month ago
Tripadvisor Inc (NASDAQ:TRIP) has agreed to sell its European restaurant reservations platform TheFork to American Express for $700 million in cash, a move that Jefferies says simplifies the company's structure but does not fully offset longer-term pressure in its core business.
The deal, which Jefferies noted had been widely anticipated following Tripadvisor's earlier indication that it was exploring strategic alternatives for TheFork, is expected to close before the end of fiscal 2026. The net proceeds are expected to be broadly in line with the gross sale price. Tripadvisor said it may deploy the capital toward share repurchases, debt reduction, or acquisitions in its Experiences segment.
Jefferies raised its price target on Tripadvisor to $11 from $8.50, citing a higher-than-expected valuation for TheFork in the transaction. Shares traded hands at about $12.50 on Tuesday afternoon.
The broker estimates the sale price implies roughly 2.5x 2027 estimated revenue and about 19x 2027 EBITDA, representing a premium to typical small- and mid-cap internet sector valuations.
Under a sum-of-the-parts framework, Jefferies now ****** igns approximately $4 per share of value to TheFork, $4 to Viator, and about $3 to the Hotels business, which remains the company's largest segment.
The deal, which Jefferies noted had been widely anticipated following Tripadvisor's earlier indication that it was exploring strategic alternatives for TheFork, is expected to close before the end of fiscal 2026. The net proceeds are expected to be broadly in line with the gross sale price. Tripadvisor said it may deploy the capital toward share repurchases, debt reduction, or acquisitions in its Experiences segment.
Jefferies raised its price target on Tripadvisor to $11 from $8.50, citing a higher-than-expected valuation for TheFork in the transaction. Shares traded hands at about $12.50 on Tuesday afternoon.
The broker estimates the sale price implies roughly 2.5x 2027 estimated revenue and about 19x 2027 EBITDA, representing a premium to typical small- and mid-cap internet sector valuations.
Under a sum-of-the-parts framework, Jefferies now ****** igns approximately $4 per share of value to TheFork, $4 to Viator, and about $3 to the Hotels business, which remains the company's largest segment.
1 month ago
SpaceX (NASDAQ: $SPCX) is buying artificial intelligence (A.I.) coding **** istant Cursor for $60 billion U.S. in an all-stock deal.
Elon Musk's **** e exploration and satellite company said Cursor will become a wholly owned subsidiary of **** eX. The deal is expected to close in the third quarter of this year.
Cursor is an A.I. model developed by San Francisco-based start-up company Anysphere that can code for people.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion
Elon Musk's **** e exploration and satellite company said Cursor will become a wholly owned subsidiary of **** eX. The deal is expected to close in the third quarter of this year.
Cursor is an A.I. model developed by San Francisco-based start-up company Anysphere that can code for people.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion
1 month ago
Dutch Bros (NYSE: BROS) stock has been a disappointment over the past year, but the market has finally started to recognize the opportunity, and it has soared 30% over the past month.
The coffee shop chain is in high-growth mode, and it has a compelling long-term opportunity. Is it still a strong buy right now?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Dutch Bros has cultivated a mass following by popularizing its innovative beverages and offering speed and convenience throughout its 1,000-plus store network, most of which are mostly drive-thru only stores. It's far from "another coffee chain," with exclusive drinks that make it borderline a coffee shop and a distinct brand identity.
The concept has taken off, and with a brand new C-suite and headquarters, it's in start-up mode. Sales increased 31% year over year in the 2026 first quarter, and comparable sales were up 8.3%. It has reported seven consecutive quarters of transaction growth, an impressive feat given the broader inflationary environment. CEO Christine Barone said, "It is clear we are poised to continue shaping and commanding a leadership position in the large and growing beverage category."
The coffee shop chain is in high-growth mode, and it has a compelling long-term opportunity. Is it still a strong buy right now?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Dutch Bros has cultivated a mass following by popularizing its innovative beverages and offering speed and convenience throughout its 1,000-plus store network, most of which are mostly drive-thru only stores. It's far from "another coffee chain," with exclusive drinks that make it borderline a coffee shop and a distinct brand identity.
The concept has taken off, and with a brand new C-suite and headquarters, it's in start-up mode. Sales increased 31% year over year in the 2026 first quarter, and comparable sales were up 8.3%. It has reported seven consecutive quarters of transaction growth, an impressive feat given the broader inflationary environment. CEO Christine Barone said, "It is clear we are poised to continue shaping and commanding a leadership position in the large and growing beverage category."
1 month ago
U.S. stock futures pointed to a strong start for trading on Monday, with investors expected to build on the gains recorded during the previous two sessions following news that Washington and Tehran have agreed to end a conflict that has lasted for more than three months.
The positive sentiment comes as markets ***** s the potential economic impact of the emerging agreement and its implications for energy prices and inflation.
President Donald Trump said on Truth Social that an agreement with Iran is "now complete" and announced the "toll free opening" of the Strait or Hormuz along with the immediate removal of the U.S. blockade on Iranian ports.
Trump later clarified that the Strait of Hormuz would reopen once the agreement is formally signed on Friday, allowing mine-clearing operations to be completed first.
Reports indicate that the arrangement extends the ceasefire between the United States and Iran for 60 days, providing a framework for negotiations over Tehran's nuclear enrichment programme and the handling of its stockpile of highly enriched uranium.
The positive sentiment comes as markets ***** s the potential economic impact of the emerging agreement and its implications for energy prices and inflation.
President Donald Trump said on Truth Social that an agreement with Iran is "now complete" and announced the "toll free opening" of the Strait or Hormuz along with the immediate removal of the U.S. blockade on Iranian ports.
Trump later clarified that the Strait of Hormuz would reopen once the agreement is formally signed on Friday, allowing mine-clearing operations to be completed first.
Reports indicate that the arrangement extends the ceasefire between the United States and Iran for 60 days, providing a framework for negotiations over Tehran's nuclear enrichment programme and the handling of its stockpile of highly enriched uranium.
2 months ago
We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. WESCO International (NYSE:WCC) ranks #2 (see Seth Klarman Is Buying These 5 Value Stocks in 2026).
Baupost's Stake $393,159,000
WESCO International (NYSE:WCC) is an industrial distributor serving customers in construction, data centers, utilities, and industrial facilities. Unlike pure manufacturers, it provides electrical, communications, and security products and services all under one roof — making it a one-stop shop for large, complex projects.
Data centers are now the company's most powerful growth engine. WESCO International's (NYSE:WCC) data center sales hit $4.3 billion in 2025, up 50% year-over-year, fueled by hyperscale and AI-driven infrastructure demand. The company is embedded across the entire data center lifecycle — from initial power and electrical buildout all the way through connectivity, IT infrastructure, and AI compute environments. This means recurring, sticky revenue rather than one-off contracts.
Scale is WESCO International's (NYSE:WCC) biggest competitive edge. It operates across more than 50 countries with a distribution network that is extremely difficult to replicate. Its closest rival, W.W. Grainger, focuses more narrowly on industrial MRO, while manufacturers like Hubbell and nVent have deeper supply chain control but lack WESCO's breadth and reach. No single competitor matches WESCO's end-to-end capability.
Baupost's Stake $393,159,000
WESCO International (NYSE:WCC) is an industrial distributor serving customers in construction, data centers, utilities, and industrial facilities. Unlike pure manufacturers, it provides electrical, communications, and security products and services all under one roof — making it a one-stop shop for large, complex projects.
Data centers are now the company's most powerful growth engine. WESCO International's (NYSE:WCC) data center sales hit $4.3 billion in 2025, up 50% year-over-year, fueled by hyperscale and AI-driven infrastructure demand. The company is embedded across the entire data center lifecycle — from initial power and electrical buildout all the way through connectivity, IT infrastructure, and AI compute environments. This means recurring, sticky revenue rather than one-off contracts.
Scale is WESCO International's (NYSE:WCC) biggest competitive edge. It operates across more than 50 countries with a distribution network that is extremely difficult to replicate. Its closest rival, W.W. Grainger, focuses more narrowly on industrial MRO, while manufacturers like Hubbell and nVent have deeper supply chain control but lack WESCO's breadth and reach. No single competitor matches WESCO's end-to-end capability.
2 months ago
By Jaspreet Singh
June 10 (Reuters) - LinkedIn is aiming to burnish its position as a go-to platform for business advertisers with a new team of marketing experts that it expects to generate an annualized run rate of $100 million next fiscal year, a source familiar with the matter said.
The Microsoft-owned platform on Wednesday unveiled BrandWorks, the newly ***** embled team that aims to deliver higher-performing ad campaigns for customers ranging from software giant SAP to privately held website hosting platform Webflow.
"We're developing services that are designed to meet the marketer where they are," said Alex Josephson, VP of BrandWorks, who previously built a similar offering called Twitter Next.
LinkedIn has carved a niche in the crowded ad market by targeting businesses looking for enterprise clients, although it is far smaller than major ad-focused firms like Meta Platforms.
June 10 (Reuters) - LinkedIn is aiming to burnish its position as a go-to platform for business advertisers with a new team of marketing experts that it expects to generate an annualized run rate of $100 million next fiscal year, a source familiar with the matter said.
The Microsoft-owned platform on Wednesday unveiled BrandWorks, the newly ***** embled team that aims to deliver higher-performing ad campaigns for customers ranging from software giant SAP to privately held website hosting platform Webflow.
"We're developing services that are designed to meet the marketer where they are," said Alex Josephson, VP of BrandWorks, who previously built a similar offering called Twitter Next.
LinkedIn has carved a niche in the crowded ad market by targeting businesses looking for enterprise clients, although it is far smaller than major ad-focused firms like Meta Platforms.
2 months ago
The S&P 500 Index ($SPX) (SPY) today is up +1.01%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.46%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.39%. June E-mini S&P futures (ESM26) are up +1.00%, and June E-mini Nasdaq futures (NQM26) are up +2.40%.
Stock indexes are moving higher today, recovering some of last Friday's selloff. Strength in chipmakers and AI-infrastructure stocks is leading the push higher today. Stocks added to their gains today after WTI crude oil prices (CLN26) fell from their highs when Iran said its current military operation against Israel had ended.
Billionaire Charlie Munger Was Asked Why Warren Buffett Is 'So Much Richer' Despite Being Partners — 'Why Was Albert Einstein Poorer Than I Was?'
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
Dear Qualcomm Stock Fans, Mark Your Calendars for June 24
Stock indexes are moving higher today, recovering some of last Friday's selloff. Strength in chipmakers and AI-infrastructure stocks is leading the push higher today. Stocks added to their gains today after WTI crude oil prices (CLN26) fell from their highs when Iran said its current military operation against Israel had ended.
Billionaire Charlie Munger Was Asked Why Warren Buffett Is 'So Much Richer' Despite Being Partners — 'Why Was Albert Einstein Poorer Than I Was?'
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
Dear Qualcomm Stock Fans, Mark Your Calendars for June 24
