5 hours ago
Sept 14 (Reuters) - Dominion Energy and NextEra Energy on Monday said they would establish a Virginia supplier program worth up to $1 billion annually for five years if their proposed merger is approved.
They announced merger plans in May, as rising power demand from data centers, electric vehicles and other industries drives a renewed wave of utility consolidation.
• NextEra and Dominion said the new program would direct spending toward contractors, suppliers and service providers in Virginia.
• They proposed extending monthly $10 bill credits to four years from two and increasing Dominion's low-income financial ***** istance by $100 million through 2038.
• The commitments include a $100 million workforce development fund, an annual energy summit in the state and maintaining the current employee headcount there for five years.
#energy #nextera #merger
They announced merger plans in May, as rising power demand from data centers, electric vehicles and other industries drives a renewed wave of utility consolidation.
• NextEra and Dominion said the new program would direct spending toward contractors, suppliers and service providers in Virginia.
• They proposed extending monthly $10 bill credits to four years from two and increasing Dominion's low-income financial ***** istance by $100 million through 2038.
• The commitments include a $100 million workforce development fund, an annual energy summit in the state and maintaining the current employee headcount there for five years.
#energy #nextera #merger
4 days ago
Qualcomm (QCOM) stock rose 3.2% on Sept. 8 after the chipmaker announced a partnership with Amazon (AMZN) focused on customized AI data center silicon. The agreement could generate up to $60 billion in revenue opportunities over the next decade, giving Qualcomm a new growth avenue as revenue related to Apple (AAPL) declines.
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a multi-year partnership with Amazon. The companies plan to develop customized silicon for large-scale AI data centers. Moreover, the partnership also includes work on optical connectivity technologies, along with solutions designed for future generations of AI infrastructure.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ******* ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock
#qualcomm #partnership #customized
4 days ago
On August 27, ****** an Machinery Inc. (NASDAQ:TITN) reported results for the fiscal second quarter ended July 31, and the numbers point in two different directions at once. Revenue fell to $496.4 million from $546.4 million a year earlier, and the net loss widened to $9.2 million, or $0.40 per diluted share, compared with a $6.0 million loss a year ago. Yet gross margin climbed to 18.6% from 17.1%, and management held its full year profitability targets steady even while cutting its outlook for Europe. Sorting out that mix is the real story of the quarter.
The clearest bright spot is margin. Gross profit margin expanded 150 basis points to 18.6%, which the company attributed to stronger equipment margins as aged inventory keeps shrinking, plus a richer mix of parts and service revenue. That improvement showed up directly in the segments. Agriculture's pretax loss narrowed sharply to $3.3 million from $12.3 million a year ago, even though segment revenue fell to $310.2 million on an 8.4% same-store sales decline. Construction told an even better story, with revenue rising to $78.6 million from $72.0 million on 9.2% same-store growth, and the segment flipped to $0.4 million of pretax income from a $1.2 million pretax loss last year, helped by data center and infrastructure project activity.
Management raised its Construction revenue ****** umption for the year to up 5% to 10%, from flat to up 5% previously. Australia also improved, with revenue up 22.5% once currency effects are stripped out, and its full-year outlook was raised to up 15% to 20% on better moisture levels and farmer sentiment. Floorplan and other interest expense fell to $8.1 million from $11.5 million as interest-bearing inventory levels came down, another sign the cleanup is easing pressure on the business.
The offsetting weakness is just as clear. Consolidated revenue dropped across nearly every line, and Agriculture's same-store decline reflects continued pressure on grower profitability in North America. The bottom line moved the wrong way too, with Adjusted EBITDA slipping to $4.6 million from $5.6 million and operating expenses rising to 19.0% of revenue from 17.0%. Europe was the sharpest problem. Segment revenue fell to $66.1 million from $98.1 million, and once a $1.1 million currency benefit is excluded, revenue was down $33.1 million, or 33.7%. The wind-down of the company's German operations accounted for roughly $11 million of that decline, with the rest coming from softer demand after the boost Romania saw from European Union stimulus programs faded.
#million #once #even
The clearest bright spot is margin. Gross profit margin expanded 150 basis points to 18.6%, which the company attributed to stronger equipment margins as aged inventory keeps shrinking, plus a richer mix of parts and service revenue. That improvement showed up directly in the segments. Agriculture's pretax loss narrowed sharply to $3.3 million from $12.3 million a year ago, even though segment revenue fell to $310.2 million on an 8.4% same-store sales decline. Construction told an even better story, with revenue rising to $78.6 million from $72.0 million on 9.2% same-store growth, and the segment flipped to $0.4 million of pretax income from a $1.2 million pretax loss last year, helped by data center and infrastructure project activity.
Management raised its Construction revenue ****** umption for the year to up 5% to 10%, from flat to up 5% previously. Australia also improved, with revenue up 22.5% once currency effects are stripped out, and its full-year outlook was raised to up 15% to 20% on better moisture levels and farmer sentiment. Floorplan and other interest expense fell to $8.1 million from $11.5 million as interest-bearing inventory levels came down, another sign the cleanup is easing pressure on the business.
The offsetting weakness is just as clear. Consolidated revenue dropped across nearly every line, and Agriculture's same-store decline reflects continued pressure on grower profitability in North America. The bottom line moved the wrong way too, with Adjusted EBITDA slipping to $4.6 million from $5.6 million and operating expenses rising to 19.0% of revenue from 17.0%. Europe was the sharpest problem. Segment revenue fell to $66.1 million from $98.1 million, and once a $1.1 million currency benefit is excluded, revenue was down $33.1 million, or 33.7%. The wind-down of the company's German operations accounted for roughly $11 million of that decline, with the rest coming from softer demand after the boost Romania saw from European Union stimulus programs faded.
#million #once #even
0.00$ raised of 0.00$ goal
0 donations
0.00$
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8 days ago
Ford Motor Company's (NYSE: F) shares have been in the fast lane. Over the past 12 months, they have climbed 21% (as of Sept. 3). Surprisingly, this performance is ahead of four of the "Magnificent Seven" stocks, high-powered companies sitting in the middle of impactful technological trends.
Investors aren't used to this automotive stock putting up strong returns. In the past five years, Ford's share price increased by just 9%. But can the business do a better job at rewarding its investors over the coming half-decade?
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 »
Here's where I believe Ford stock will be in five years.
At a high level, Ford's operations aren't going to change much going forward. Known for its pickup trucks and SUVs, the company will remain a leading player in this segment of the automotive industry. Its Ford Blue segment will remain the most important financial driver. This division reported revenue of $26.1 billion in the second quarter, representing 54% of the company's total.
#ford #past #high
Investors aren't used to this automotive stock putting up strong returns. In the past five years, Ford's share price increased by just 9%. But can the business do a better job at rewarding its investors over the coming half-decade?
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 »
Here's where I believe Ford stock will be in five years.
At a high level, Ford's operations aren't going to change much going forward. Known for its pickup trucks and SUVs, the company will remain a leading player in this segment of the automotive industry. Its Ford Blue segment will remain the most important financial driver. This division reported revenue of $26.1 billion in the second quarter, representing 54% of the company's total.
#ford #past #high
9 days ago
Williams has closed its approximately $5.5 billion acquisition of Momentum Midstream, giving the U.S. pipeline operator a substantially larger position in the Haynesville natural gas basin as Gulf Coast LNG and power demand continue to rise.
The transaction consists of approximately $3.5 billion in cash and debt consideration and around $2 billion in Williams equity.
Momentum brings more than 4,000 miles of pipeline, over 1 million dedicated acres and 6 billion cubic feet per day of gas gathering capacity. The ******* ets also include processing and treating facilities and three pipelines backed by take-or-pay contracts with a combined 4.05 Bcf/d of transportation capacity.
Williams initially announced the acquisition on August 3, valuing the transaction at up to $5.5 billion. At the time, the company said the deal carried an implied valuation of approximately 8.5 times projected 2027 EBITDA and was expected to increase both earnings per share and available funds from operations per share. Williams also raised the midpoint of its 2026 adjusted EBITDA guidance by $200 million to $8.4 billion to reflect the transaction.
The acquisition gives Williams a larger role in moving Haynesville gas toward some of the fastest-growing sources of U.S. gas demand, particularly LNG export facilities and industrial consumers along the Gulf Coast.
#williams #billion #transaction
The transaction consists of approximately $3.5 billion in cash and debt consideration and around $2 billion in Williams equity.
Momentum brings more than 4,000 miles of pipeline, over 1 million dedicated acres and 6 billion cubic feet per day of gas gathering capacity. The ******* ets also include processing and treating facilities and three pipelines backed by take-or-pay contracts with a combined 4.05 Bcf/d of transportation capacity.
Williams initially announced the acquisition on August 3, valuing the transaction at up to $5.5 billion. At the time, the company said the deal carried an implied valuation of approximately 8.5 times projected 2027 EBITDA and was expected to increase both earnings per share and available funds from operations per share. Williams also raised the midpoint of its 2026 adjusted EBITDA guidance by $200 million to $8.4 billion to reflect the transaction.
The acquisition gives Williams a larger role in moving Haynesville gas toward some of the fastest-growing sources of U.S. gas demand, particularly LNG export facilities and industrial consumers along the Gulf Coast.
#williams #billion #transaction
11 days ago
Equinix (NASDAQ:EQIX) shares rose 2% on Wednesday after the company announced Equinix Inference Exchange, a distributed artificial intelligence inference program developed in collaboration with Nvidia and Together AI.
The program brings together Nvidia Enterprise Reference Architectures, Together AI's inference platform and Equinix's global infrastructure for enterprises deploying AI workloads.
According to Equinix, the combination is designed to support deployment speed, flexibility and cost management. These benefits represent the company's stated objectives for the program rather than independently established performance outcomes.
Equinix said Inference Exchange will provide enterprises with connectivity to data, users and other parts of their technology ecosystems through Equinix Fabric.
The program integrates Nvidia's validated Enterprise Reference Architectures with Together AI's inference platform, which supports more than 200 open-source models, according to the company.
#equinix #exchange #NVIDIA #enterprise
The program brings together Nvidia Enterprise Reference Architectures, Together AI's inference platform and Equinix's global infrastructure for enterprises deploying AI workloads.
According to Equinix, the combination is designed to support deployment speed, flexibility and cost management. These benefits represent the company's stated objectives for the program rather than independently established performance outcomes.
Equinix said Inference Exchange will provide enterprises with connectivity to data, users and other parts of their technology ecosystems through Equinix Fabric.
The program integrates Nvidia's validated Enterprise Reference Architectures with Together AI's inference platform, which supports more than 200 open-source models, according to the company.
#equinix #exchange #NVIDIA #enterprise
11 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Redeeming credit card points for gifts is a unique way to help reduce some of the stress of the holiday shopping season. That could mean redeeming rewards for gift cards, travel, merchandise, and more — and an opportunity to keep some cash in your wallet.
You can also earn valuable points and miles on your holiday spending by using rewards credit cards to make all your purchases. And if you take advantage of targeted card offers and discounts, you can avoid dipping into your holiday budget too much.
Capital One Venture Rewards Credit Card: Great for earning straightforward travel rewards
Prime Visa: Great for shopping on Amazon
#redeeming
Redeeming credit card points for gifts is a unique way to help reduce some of the stress of the holiday shopping season. That could mean redeeming rewards for gift cards, travel, merchandise, and more — and an opportunity to keep some cash in your wallet.
You can also earn valuable points and miles on your holiday spending by using rewards credit cards to make all your purchases. And if you take advantage of targeted card offers and discounts, you can avoid dipping into your holiday budget too much.
Capital One Venture Rewards Credit Card: Great for earning straightforward travel rewards
Prime Visa: Great for shopping on Amazon
#redeeming
12 days ago
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Large Cap Fundamental Value Fund." A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally appeared speculative, marked by a stark difference in performance between high-beta and low-volatility stocks, along with momentum stocks outperforming the market significantly. Despite heightened enthusiasm for AI investments, concerns arise over inflated valuations reminiscent of the dot-com era. While there is substantial capital investment in AI, future earnings growth must justify these expenditures. The fund maintains a cautious approach towards perceived beneficiaries of AI, suggesting that select high-quality businesses with reasonable valuations may be better positioned. Historical trends suggest that speculative markets often revert to valuations based on fundamental economic realities, and the chosen investments are believed to be well-prepared for such a shift. The fund underperformed the index in the quarter and returned 5.69% vs. 13.87% for the Russell 1000 Value Index, largely due to a lack of exposure to high-performing sectors like semiconductors, while stock selection in healthcare provided a positive contribution. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hotchkis & Wiley Large Cap Fundamental Value Fund highlighted F5, Inc. (NASDAQ:FFIV) as one of its leading individual contributors. F5, Inc. (NASDAQ:FFIV) offers multi-cloud application security and delivery solutions. On August 31, 2026, F5, Inc. (NASDAQ:FFIV) closed at $407.13 per share. Over the past month, F5, Inc. (NASDAQ:FFIV) declined 3.41%, while its shares are up 29.82% over the past year. F5, Inc. (NASDAQ:FFIV) has a market capitalization of $23.05 billion, and its stock has traded within a 52-week range of $223.76 to $435.00.
Hotchkis & Wiley Large Cap Fundamental Value Fund stated the following regarding F5, Inc. (NASDAQ:FFIV) in its Q2 2026 investor letter:
"F5, Inc. (NASDAQ:FFIV) sells application networking and security software as well as data center appliances. The company's stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products."
#ffiv
In its second-quarter 2026 investor letter, Hotchkis & Wiley Large Cap Fundamental Value Fund highlighted F5, Inc. (NASDAQ:FFIV) as one of its leading individual contributors. F5, Inc. (NASDAQ:FFIV) offers multi-cloud application security and delivery solutions. On August 31, 2026, F5, Inc. (NASDAQ:FFIV) closed at $407.13 per share. Over the past month, F5, Inc. (NASDAQ:FFIV) declined 3.41%, while its shares are up 29.82% over the past year. F5, Inc. (NASDAQ:FFIV) has a market capitalization of $23.05 billion, and its stock has traded within a 52-week range of $223.76 to $435.00.
Hotchkis & Wiley Large Cap Fundamental Value Fund stated the following regarding F5, Inc. (NASDAQ:FFIV) in its Q2 2026 investor letter:
"F5, Inc. (NASDAQ:FFIV) sells application networking and security software as well as data center appliances. The company's stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products."
#ffiv
12 days ago
US stocks declined on Monday after the US attacked Iran for the first time in weeks, fueling a rise in oil prices and increased bets that the Federal Reserve would raise interest rates at its September meeting.
The Dow Jones Industrial Average (^DJI) fell 0.7%, while the S&P 500 (^GSPC) declined by 0.3%. The tech-heavy Nasdaq Composite (^IXIC) dropped 0.1%, though all three major indexes posted solid gains for the month.
The S&P 500 gained more than 2.5% for the month, while the Nasdaq rose more than 3%. The Dow rose 1.3%.
Renewed hostilities in the Middle East put pressure on stocks after the US struck Iranian rocket launchers that were preparing to send mines into the Strait of Hormuz. Oil prices jumped on worries that the conflict could escalate again, with Brent crude futures (BZ=F) rising over $88 per barrel.
The ongoing war in Iran has been a key factor keeping inflation concerns alive. On Friday, Fed Chairman Kevin Warsh delivered a speech in Jackson Hole, Wyo., stating that inflation was running too hot and that the central bank has "work to do." Over the weekend, traders lifted their bets that the Fed would raise rates by 25 basis points at its next meeting to 62%, up from roughly 40% a week ago.
#declined
The Dow Jones Industrial Average (^DJI) fell 0.7%, while the S&P 500 (^GSPC) declined by 0.3%. The tech-heavy Nasdaq Composite (^IXIC) dropped 0.1%, though all three major indexes posted solid gains for the month.
The S&P 500 gained more than 2.5% for the month, while the Nasdaq rose more than 3%. The Dow rose 1.3%.
Renewed hostilities in the Middle East put pressure on stocks after the US struck Iranian rocket launchers that were preparing to send mines into the Strait of Hormuz. Oil prices jumped on worries that the conflict could escalate again, with Brent crude futures (BZ=F) rising over $88 per barrel.
The ongoing war in Iran has been a key factor keeping inflation concerns alive. On Friday, Fed Chairman Kevin Warsh delivered a speech in Jackson Hole, Wyo., stating that inflation was running too hot and that the central bank has "work to do." Over the weekend, traders lifted their bets that the Fed would raise rates by 25 basis points at its next meeting to 62%, up from roughly 40% a week ago.
#declined
13 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Switzerland wants UBS to be safer after Credit Suisse blew up. UBS says too much safety could make it less competitive. Now lawmakers are trying to mix a regulatory **** tail that protects taxpayers without turning the country's last megabank into a padded cell with a banking license.
Swiss lawmakers are expected to send a softened banking reform proposal to the upper house of parliament, as the country tries to settle one of the biggest questions left by the Credit Suisse collapse: how much capital should UBS be forced to hold?
The Swiss government originally wanted UBS to hold about $20 billion in additional Common Equity Tier 1 capital. CET1 is the hard stuff: high-quality equity capital that absorbs losses first and gives regulators comfort when a bank gets into trouble.
The proposed requirement followed UBS's emergency takeover of Credit Suisse in 2023. That deal stopped one crisis, but created another problem. Switzerland now has one giant globally important bank, and regulators want to make sure taxpayers are not dragged back into another rescue.
#make
Switzerland wants UBS to be safer after Credit Suisse blew up. UBS says too much safety could make it less competitive. Now lawmakers are trying to mix a regulatory **** tail that protects taxpayers without turning the country's last megabank into a padded cell with a banking license.
Swiss lawmakers are expected to send a softened banking reform proposal to the upper house of parliament, as the country tries to settle one of the biggest questions left by the Credit Suisse collapse: how much capital should UBS be forced to hold?
The Swiss government originally wanted UBS to hold about $20 billion in additional Common Equity Tier 1 capital. CET1 is the hard stuff: high-quality equity capital that absorbs losses first and gives regulators comfort when a bank gets into trouble.
The proposed requirement followed UBS's emergency takeover of Credit Suisse in 2023. That deal stopped one crisis, but created another problem. Switzerland now has one giant globally important bank, and regulators want to make sure taxpayers are not dragged back into another rescue.
#make
17 days ago
CONCLUDED
Last Updated: Aug 27, 2026, 7:45 PM EDT
1 day ago
By
Emese Bartha, Dow Jones Newswires
#concluded #emese #bartha #jones
Last Updated: Aug 27, 2026, 7:45 PM EDT
1 day ago
By
Emese Bartha, Dow Jones Newswires
#concluded #emese #bartha #jones
17 days ago
Netflix (NFLX) is one of the world's leading streaming entertainment companies. Founded in 1997 and headquartered in Los Gatos, California, Netflix has evolved from a DVD-rental service into a global entertainment powerhouse offering original series, films, live sports, and gaming content to members in more than 190 countries.
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ****** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#Stock #netflix #nflx #california
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ****** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#Stock #netflix #nflx #california
19 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $78,982.27 on Tuesday, August 25, 2026, 1.6% higher than Monday's opening price. As of 8:17 a.m. ET this morning, the price of bitcoin rose further to $79,038.31.
Ethereum (ETH-USD) opened at $2,482.37 on Tuesday, August 25, 2026, up 0.8% from Monday's opening price. The price of ethereum edged lower this morning to $2,475.53 as of 8:17 a.m. ET.
Bitcoin shot over $80,000 this morning, hitting a high of $81,023.41 before pulling back. Like gold, crypto has been on its own run in the last week or so.
The two main drivers are as follows:
#august #ethereum #advertiser #disclosure
Bitcoin (BTC-USD) opened at $78,982.27 on Tuesday, August 25, 2026, 1.6% higher than Monday's opening price. As of 8:17 a.m. ET this morning, the price of bitcoin rose further to $79,038.31.
Ethereum (ETH-USD) opened at $2,482.37 on Tuesday, August 25, 2026, up 0.8% from Monday's opening price. The price of ethereum edged lower this morning to $2,475.53 as of 8:17 a.m. ET.
Bitcoin shot over $80,000 this morning, hitting a high of $81,023.41 before pulling back. Like gold, crypto has been on its own run in the last week or so.
The two main drivers are as follows:
#august #ethereum #advertiser #disclosure
20 days ago
Bilbel Capital, an investment management company, released its second-quarter 2026 investment letter. The letter can be downloaded here. The strategy returned -15.7%, gross and -16.1%, net, in the first half of 2026, compared to a 10.2% return for the S&P 500 Index. The letter outlines top positions, all acquired under 3.5 times a normal year's profit, emphasizing strong balance sheets. The strategy uses Argus to rapidly **** yze publicly available data on 15,000 investable stocks to identify the top 1% of undervalued opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Bilbel Capital highlighted CareCloud, Inc. (NASDAQ:CCLD). CareCloud, Inc. (NASDAQ:CCLD) is a healthcare information technology company. On August 24, 2026, CareCloud, Inc. (NASDAQ:CCLD) closed at $2.50 per share, reflecting a market capitalization of $106.24 million. CareCloud, Inc. (NASDAQ:CCLD) posted a one‑month return of 5.93%, while its shares lost 32.07% over the past 52 weeks.
Bilbel Capital stated the following regarding CareCloud, Inc. (NASDAQ:CCLD) in its Q2 2026 investor letter:
"We think CareCloud, Inc. (NASDAQ:CCLD) is undervalued. But we found companies that are more undervalued. So we sold most of our CareCloud shares to buy them. CareCloud's value mainly depends on how many customers it keeps, and how AI will impact their profits. How much revenue did CareCloud keep from last year? CareCloud bought 4 companies in 2025, after Q1. Including their revenue in Q1 2025, Q1 2026 revenue was 15% lower.
Reported TEBS revenue rose 30%. But without acquisitions it fell 5.6%. This is within CareCloud's normal 4% to 6% 'structural churn'. Meaning: doctors retiring, practices closing, or hospitals taking over practices and moving billing elsewhere..." (Click here to read the full text)
#carecloud #capital #revenue #investment
In its Q2 2026 investor letter, Bilbel Capital highlighted CareCloud, Inc. (NASDAQ:CCLD). CareCloud, Inc. (NASDAQ:CCLD) is a healthcare information technology company. On August 24, 2026, CareCloud, Inc. (NASDAQ:CCLD) closed at $2.50 per share, reflecting a market capitalization of $106.24 million. CareCloud, Inc. (NASDAQ:CCLD) posted a one‑month return of 5.93%, while its shares lost 32.07% over the past 52 weeks.
Bilbel Capital stated the following regarding CareCloud, Inc. (NASDAQ:CCLD) in its Q2 2026 investor letter:
"We think CareCloud, Inc. (NASDAQ:CCLD) is undervalued. But we found companies that are more undervalued. So we sold most of our CareCloud shares to buy them. CareCloud's value mainly depends on how many customers it keeps, and how AI will impact their profits. How much revenue did CareCloud keep from last year? CareCloud bought 4 companies in 2025, after Q1. Including their revenue in Q1 2025, Q1 2026 revenue was 15% lower.
Reported TEBS revenue rose 30%. But without acquisitions it fell 5.6%. This is within CareCloud's normal 4% to 6% 'structural churn'. Meaning: doctors retiring, practices closing, or hospitals taking over practices and moving billing elsewhere..." (Click here to read the full text)
#carecloud #capital #revenue #investment
23 days ago
Two cases making their way through the federal court system on the issue of broker liability have been added to the pool of litigation closely watched by the 3PL industry following the Supreme Court's Montgomery decision.
One of them involves J.B. Hunt as a defendant in the U.S. District Court for Arizona, where it and the plaintiffs are awaiting a response on a request by the trucking and intermodal giant for summary judgment. If granted, it could end J.B. Hunt's role as a defendant.
The second legal battle is in a case out of the U.S. District Court for Nevada with less glamorous names than J.B. Hunt where the judge earlier this month denied both plaintiff and defendant requests for summary judgement.
That case, Hardy vs. Singh, with 3PL AONE Brokerage Company LLC as a defendant, has the added aspect of involving the question of broker liability when a load is double-brokered.
In recent weeks, the renewed issue of broker liability post-Montgomery has come up in cases involving C.H. Robinson (NASDAQ: CHRW)–where the 3PL is appealing a recent verdict of more than $600 million–and companies in the Penske (NYSE: PAG) network of companies, where an earlier dismissal of its brokerage arm from a lawsuit involving a fatal crash in Texas was reversed by the Fifth Circuit.
#broker #hunt
One of them involves J.B. Hunt as a defendant in the U.S. District Court for Arizona, where it and the plaintiffs are awaiting a response on a request by the trucking and intermodal giant for summary judgment. If granted, it could end J.B. Hunt's role as a defendant.
The second legal battle is in a case out of the U.S. District Court for Nevada with less glamorous names than J.B. Hunt where the judge earlier this month denied both plaintiff and defendant requests for summary judgement.
That case, Hardy vs. Singh, with 3PL AONE Brokerage Company LLC as a defendant, has the added aspect of involving the question of broker liability when a load is double-brokered.
In recent weeks, the renewed issue of broker liability post-Montgomery has come up in cases involving C.H. Robinson (NASDAQ: CHRW)–where the 3PL is appealing a recent verdict of more than $600 million–and companies in the Penske (NYSE: PAG) network of companies, where an earlier dismissal of its brokerage arm from a lawsuit involving a fatal crash in Texas was reversed by the Fifth Circuit.
#broker #hunt
25 days ago
Phoenix, Arizona-based Republic Services, Inc. (RSG) offers environmental services in the United States and Canada. The company has a market cap of $66.4 billion and is involved in the collection and processing of recyclable, solid waste, and industrial waste materials; transportation and disposal of non-hazardous and hazardous waste streams; and other environmental solutions.
RSG stock has lagged behind the broader market over the past year, declining 5.6% compared to the S&P 500 Index's ($SPX) 19.3% surge. Moreover, in 2026, the stock has risen by nearly 4.6%, underperforming the SPX's 12.4% rise.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#House #Services
RSG stock has lagged behind the broader market over the past year, declining 5.6% compared to the S&P 500 Index's ($SPX) 19.3% surge. Moreover, in 2026, the stock has risen by nearly 4.6%, underperforming the SPX's 12.4% rise.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#House #Services
27 days ago
On August 6, Corvus Pharmaceuticals (NASDAQ:CRVS) held its second-quarter 2026 earnings call, and the story was almost entirely about one molecule. Soquelitinib, the company's oral ITK inhibitor, is now being tested across five different diseases at once, from a rare blood cancer to asthma. That kind of breadth from a single-asset biotech is either a sign of real conviction in the science or a company spreading itself thin before it has proven anything. The quarter's numbers and trial updates offer evidence for both readings.
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ***** ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.
#company
The clearest bright spot is atopic dermatitis. In the highest-dose cohort of a Phase 1 trial, presented at the Society for Investigative Dermatology meeting, 75% of soquelitinib patients hit EASI-75 after 8 weeks of 200 milligram twice-daily dosing, versus 20% of patients on placebo. A quarter of treated patients reached EASI-90, and a third achieved clear or almost-clear skin, outcomes no placebo patient matched. Management also pointed to something more unusual: the benefit persisted after dosing stopped, without the rebound seen with other drugs in the class.
Corvus is carrying that data into a roughly 200-patient Phase 2 trial, called SEERA-1, with enrollment set to finish in early 2027 and results due the following quarter. The company's finances give it room to run. It ended the quarter with $215 million in cash and marketable securities, up from $56.8 million at the end of 2025, largely thanks to $189 million raised in a Q1 follow-on offering, enough to fund operations into the second quarter of 2028.
That cash cushion exists because Corvus is spending a lot more than it used to. R&D costs jumped to $16 million in the quarter from $7.9 million a year earlier, and the net loss more than doubled to $18 million from $8 million, driven by higher trial costs and added headcount tied to soquelitinib. The company remains a one-drug story in practice, and its most advanced program, a Phase 3 trial in relapsed or refractory peripheral T-cell lymphoma, will not offer a public readout soon.
An independent committee is expected to run a futility ***** ysis around the first quarter of 2027, with no data released publicly at that time. Much of the atopic dermatitis story outside the US also runs through Angel Pharmaceuticals, a China-based partner in which Corvus just put another $5 million as part of a $13.5 million financing round. That trial's first cohort of 24 patients is not expected to finish enrolling until September, meaning part of the bull case still sits ahead of the company.
#company
1 month ago
On August 12, Marex Group (NASDAQ:MRX) turned in a quarter so far ahead of expectations that its stock jumped nearly 19% in a single session. Second quarter revenue climbed 39% year-over-year to $696 million, blowing past the roughly $589 million Wall Street had penciled in. Every one of Marex's four business segments posted double-digit or even triple-digit revenue growth. That kind of across-the-board strength raises an obvious question: is this real, durable momentum, or a peak quarter that investors are chasing after the fact?
Marex's growth in the second quarter of 2026 wasn't confined to one hot desk. Agency and Execution revenue rose 35% to $351 million, Prime revenue hit a record $120 million, and Market Making revenue more than doubled to over $118 million, led by metals and securities. Solutions revenue jumped 74%. Management noted that market volumes on key exchanges actually fell 17% compared to the first quarter, yet adjusted profit before tax still grew 9% quarter-over-quarter anyway. That decoupling from raw exchange activity is the thesis Marex has been building since its IPO in April 2024, and the track record backs it up: adjusted profit before tax has grown year over year in 19 of the last 20 quarters.
The company is also deepening existing relationships rather than simply chasing new logos. Clients generating more than $5 million in annual revenue grew to 77 in 2026, up from just 36 in 2024, and average revenue per client climbed 34%. Acquisitions are compounding that growth further. The roughly $60 million premium Marex paid for its 2025 deals, including Winterflood, now produces about $60 million in annualized profit after tax, a return on that premium in barely a year, with the pending BrightPoint deal set to add more.
Not every figure in the release was pure upside. Reported earnings per share benefited from a $35 million nonoperating gain on the sale of the Winterflood custody business, a one-time boost that adjusted EPS of $1.72 strips back out. Net interest income actually fell to $30 million in the quarter from $35 million a year earlier, as higher interest expense from Marex's $500 million debt issuances in May 2025 and April 2026 ate into the benefit of larger client balances.
The company leaned further into debt during the quarter too, raising another $500 million in hybrid capital and $500 million in senior unsecured notes. And while diversification cushioned the blow, exchange volumes still fell 17% quarter over quarter, a reminder that the business is more resilient to cyclicality now, not immune to it.
#business #profit
Marex's growth in the second quarter of 2026 wasn't confined to one hot desk. Agency and Execution revenue rose 35% to $351 million, Prime revenue hit a record $120 million, and Market Making revenue more than doubled to over $118 million, led by metals and securities. Solutions revenue jumped 74%. Management noted that market volumes on key exchanges actually fell 17% compared to the first quarter, yet adjusted profit before tax still grew 9% quarter-over-quarter anyway. That decoupling from raw exchange activity is the thesis Marex has been building since its IPO in April 2024, and the track record backs it up: adjusted profit before tax has grown year over year in 19 of the last 20 quarters.
The company is also deepening existing relationships rather than simply chasing new logos. Clients generating more than $5 million in annual revenue grew to 77 in 2026, up from just 36 in 2024, and average revenue per client climbed 34%. Acquisitions are compounding that growth further. The roughly $60 million premium Marex paid for its 2025 deals, including Winterflood, now produces about $60 million in annualized profit after tax, a return on that premium in barely a year, with the pending BrightPoint deal set to add more.
Not every figure in the release was pure upside. Reported earnings per share benefited from a $35 million nonoperating gain on the sale of the Winterflood custody business, a one-time boost that adjusted EPS of $1.72 strips back out. Net interest income actually fell to $30 million in the quarter from $35 million a year earlier, as higher interest expense from Marex's $500 million debt issuances in May 2025 and April 2026 ate into the benefit of larger client balances.
The company leaned further into debt during the quarter too, raising another $500 million in hybrid capital and $500 million in senior unsecured notes. And while diversification cushioned the blow, exchange volumes still fell 17% quarter over quarter, a reminder that the business is more resilient to cyclicality now, not immune to it.
#business #profit
1 month ago
Ryanair (NASDAQ:RYAAY) reported a difficult start to its fiscal year, with PAT for the quarter falling 34% to €593 million (£503 million) as the price of its 20% unhedged jet fuel spiked and fares fell 6%. Although revenue edged 1% higher to €4.4 billion, the airline was forced to lower ticket prices to stimulate demand amid geopolitical uncertainty. The company also anticipates summer fares to be slightly lower compared to last year, mainly due to "consumer hesitancy" surrounding air travel. The question for investors now is whether Ryanair's (NASDAQ:RYAAY) cost advantages are enough to offset weaker pricing if that trend continues.
At first glance, the quarter looks disappointing. However, the underlying demand picture was stronger than the headline profit decline suggests. Passenger numbers increased 6% during the quarter, allowing revenue to rise 1% to €4.4 billion despite a 6% decline in fares. That suggests consumers are still willing to travel, even if airlines have had to compete more aggressively on price.
The company's biggest advantage, however, may not be demand but costs. Management said Ryanair (NASDAQ:RYAAY) remains better positioned than many of its competitors because approximately 80% of its fuel requirements through the end of March 2027 have already been hedged at $67 per barrel. It also hedged another 15% of next year's fuel needs at $85 per barrel during the recent interim ceasefire. By locking in a significant portion of its future fuel costs, Ryanair (NASDAQ:RYAAY) has reduced its exposure to one of the airline industry's biggest sources of earnings volatility.
Management also declined to provide a full-year profit forecast, arguing that it is still too early given the importance of close-in bookings over the remainder of the summer. While that creates uncertainty, it also suggests the company believes the rest of the summer season will play a much larger role in determining full-year performance than the first quarter alone.
The biggest concern for Ryanair (NASDAQ:RYAAY) following the recent earnings is that stronger passenger demand has not translated into stronger profitability. Despite carrying more passengers, Ryanair reported a 34% decline in profit after reducing fares to stimulate demand. If pricing remains under pressure, volume growth alone may not be enough to drive a meaningful earnings recovery.
#fuel
At first glance, the quarter looks disappointing. However, the underlying demand picture was stronger than the headline profit decline suggests. Passenger numbers increased 6% during the quarter, allowing revenue to rise 1% to €4.4 billion despite a 6% decline in fares. That suggests consumers are still willing to travel, even if airlines have had to compete more aggressively on price.
The company's biggest advantage, however, may not be demand but costs. Management said Ryanair (NASDAQ:RYAAY) remains better positioned than many of its competitors because approximately 80% of its fuel requirements through the end of March 2027 have already been hedged at $67 per barrel. It also hedged another 15% of next year's fuel needs at $85 per barrel during the recent interim ceasefire. By locking in a significant portion of its future fuel costs, Ryanair (NASDAQ:RYAAY) has reduced its exposure to one of the airline industry's biggest sources of earnings volatility.
Management also declined to provide a full-year profit forecast, arguing that it is still too early given the importance of close-in bookings over the remainder of the summer. While that creates uncertainty, it also suggests the company believes the rest of the summer season will play a much larger role in determining full-year performance than the first quarter alone.
The biggest concern for Ryanair (NASDAQ:RYAAY) following the recent earnings is that stronger passenger demand has not translated into stronger profitability. Despite carrying more passengers, Ryanair reported a 34% decline in profit after reducing fares to stimulate demand. If pricing remains under pressure, volume growth alone may not be enough to drive a meaningful earnings recovery.
#fuel
1 month ago
Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading.
Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data.
Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally.
Here are the top stocks Yahoo Finance readers viewed this morning: Oracle (ORCL), Broadcom (AVGO), Cerebras (CBRS), Blackstone (BX), and SolarEdge (SEDG).
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners on Wall Street.
#stocks #remained #Companies
Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data.
Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally.
Here are the top stocks Yahoo Finance readers viewed this morning: Oracle (ORCL), Broadcom (AVGO), Cerebras (CBRS), Blackstone (BX), and SolarEdge (SEDG).
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners on Wall Street.
#stocks #remained #Companies
1 month ago
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ******* ume an extended period of elevated AI spending. It also continued to ******* s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Equifax Inc. (NYSE:EFX), a company specializing in data, ******* ytics, and technology through its Workforce Solutions, U.S. Information Solutions (USIS), and International divisions. During the quarter, the strategy added Equifax Inc. (NYSE:EFX) to its portfolio. On August 04, 2026, Equifax Inc. (NYSE:EFX) closed at $177.12 per share, reflecting a market capitalization of $20.81 billion. Equifax Inc. (NYSE:EFX) posted a one-month return of 6.00%, while its shares lost 26.38% over the past 52 weeks.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Equifax Inc. (NYSE:EFX) in its Q2 2026 investor letter:
"Equifax Inc. (NYSE:EFX), a provider of mortgage, employment and other data, manages proprietary datasets that are costly and difficult to replicate. Given that its data is critical to customers' workflows yet represents a small portion of their overall costs and it operates in a consolidated industry, the company has historically benefited from strong pricing power and consistent growth."
#capital #diamond #letter
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Equifax Inc. (NYSE:EFX), a company specializing in data, ******* ytics, and technology through its Workforce Solutions, U.S. Information Solutions (USIS), and International divisions. During the quarter, the strategy added Equifax Inc. (NYSE:EFX) to its portfolio. On August 04, 2026, Equifax Inc. (NYSE:EFX) closed at $177.12 per share, reflecting a market capitalization of $20.81 billion. Equifax Inc. (NYSE:EFX) posted a one-month return of 6.00%, while its shares lost 26.38% over the past 52 weeks.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Equifax Inc. (NYSE:EFX) in its Q2 2026 investor letter:
"Equifax Inc. (NYSE:EFX), a provider of mortgage, employment and other data, manages proprietary datasets that are costly and difficult to replicate. Given that its data is critical to customers' workflows yet represents a small portion of their overall costs and it operates in a consolidated industry, the company has historically benefited from strong pricing power and consistent growth."
#capital #diamond #letter
1 month ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
For generations, the formula seemed almost laughably simple: get a job, buy a house, raise a family and maybe squeeze in a vacation or two along the way.
Today, that same formula can feel more like a luxury package than a standard life plan.
In a post on Reddit, a 43-year-old man wondered whether people are remembering the so-called "American Dream" through rose-colored glasses or whether something fundamentally changed.
"Did boomers really screw us over, or was the economic situation they grew up in one-in-a-lifetime and unsustainable?" he wrote.
#benzinga
For generations, the formula seemed almost laughably simple: get a job, buy a house, raise a family and maybe squeeze in a vacation or two along the way.
Today, that same formula can feel more like a luxury package than a standard life plan.
In a post on Reddit, a 43-year-old man wondered whether people are remembering the so-called "American Dream" through rose-colored glasses or whether something fundamentally changed.
"Did boomers really screw us over, or was the economic situation they grew up in one-in-a-lifetime and unsustainable?" he wrote.
#benzinga
1 month ago
The telehealth company is making a bold pivot that's driving growth, but the stock's recent slide has investors wondering if the price of admission is still too high.
Hims & Hers Health (HIMS) is in the middle of a major strategic shift, moving aggressively into branded weight-loss drugs and expanding its global reach through acquisitions like Eucalyptus. On its latest earnings call, management touted the early results of this pivot, noting the company is "on track to add north of 100,000 new subscribers per month" in its weight-loss business alone. Yet, despite this apparent momentum, the stock has been hit hard, falling about 35% from its recent high. That leaves you with a tough question: Is this pullback a genuine opportunity to own a growing business, or is it a trap?
To get a sense of what could happen next, it helps to look back. How has buying this stock after a steep drop worked out in the past?
HIMS: Historical Performance After a 30% Drop
The Track Record For Buying Hims & Hers Health On Weakness
#drop #recent #high
Hims & Hers Health (HIMS) is in the middle of a major strategic shift, moving aggressively into branded weight-loss drugs and expanding its global reach through acquisitions like Eucalyptus. On its latest earnings call, management touted the early results of this pivot, noting the company is "on track to add north of 100,000 new subscribers per month" in its weight-loss business alone. Yet, despite this apparent momentum, the stock has been hit hard, falling about 35% from its recent high. That leaves you with a tough question: Is this pullback a genuine opportunity to own a growing business, or is it a trap?
To get a sense of what could happen next, it helps to look back. How has buying this stock after a steep drop worked out in the past?
HIMS: Historical Performance After a 30% Drop
The Track Record For Buying Hims & Hers Health On Weakness
#drop #recent #high
1 month ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
2 months ago
BRUSSELS, July 23 (Reuters) - A group of investors including Saudi Arabia's Public Investment Fund has secured EU antitrust approval for its $55 billion acquisition of video game developer Electronic Arts, the European Commission said on Thursday.
Saudi Arabia's $1 trillion wealth fund, Jared Kushner's Affinity Partners and private equity firm Silver Lake announced the deal, the largest leveraged buyout in history, in September last year.
The Commission, which acts as the EU competition enforcer and had examined the deal under its merger rules, said the acquisition would not raise competition concerns, confirming a Reuters story.
The EU executive is also scrutinising the deal under its Foreign Subsidies Regulation (FSR) aimed at preventing unfair non-EU subsidies granted to companies looking to acquire rivals in the 27-country bloc and is seen as a bigger hurdle.
PIF is also expected to win EU clearance under EU subsidy rules, people familiar with the matter told Reuters last week. The Commission's decision is due by July 30.
#reuters #fund #Competition
Saudi Arabia's $1 trillion wealth fund, Jared Kushner's Affinity Partners and private equity firm Silver Lake announced the deal, the largest leveraged buyout in history, in September last year.
The Commission, which acts as the EU competition enforcer and had examined the deal under its merger rules, said the acquisition would not raise competition concerns, confirming a Reuters story.
The EU executive is also scrutinising the deal under its Foreign Subsidies Regulation (FSR) aimed at preventing unfair non-EU subsidies granted to companies looking to acquire rivals in the 27-country bloc and is seen as a bigger hurdle.
PIF is also expected to win EU clearance under EU subsidy rules, people familiar with the matter told Reuters last week. The Commission's decision is due by July 30.
#reuters #fund #Competition
2 months ago
September British pound (B6U26) futures present a buying opportunity on more price strength.
See on the daily bar chart for the September British pound futures that prices are in an uptrend. The bulls have the near-term technical advantage and "the trend is their friend."
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#british #Bulls #b6u26
See on the daily bar chart for the September British pound futures that prices are in an uptrend. The bulls have the near-term technical advantage and "the trend is their friend."
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#british #Bulls #b6u26
2 months ago
F.N.B. (NYSE:FNB) reported stronger second-quarter 2026 earnings, record revenue and continued balance sheet growth, while management lowered its full-year net interest income outlook, citing deposit competition and the impact of changes in short-term rates.
Chairman, President and CEO Vince Delie said earnings per share rose 17% from a year earlier to $0.42, with net income of $149 million. Total revenue reached a record $463 million, including net interest income of $366 million and non-interest income of $97 million. Delie said the results helped drive a 9% year-over-year increase in pre-provision net revenue and positive operating leverage.
→ 3 ******* e Stocks That Could Outshine ******* eX After Its IPO
The company also reported tangible book value per common share of $12.24, up 10% from a year earlier. F.N.B. repurchased $47 million, or 2.7 million shares, during the quarter at a weighted average price of $17.46. Management said capital remained strong, with a tangible common equity ratio near 9% and return on average tangible common equity of 14%.
Period-end loans rose at a 7.5% annualized rate from the prior quarter, with Delie pointing to growth in commercial and industrial lending, consumer lending and seasonal residential mortgage production. He said C&I growth of 8% annualized on a linked-quarter basis was driven by lower risk-rated, high-quality commercial borrowers.
Chairman, President and CEO Vince Delie said earnings per share rose 17% from a year earlier to $0.42, with net income of $149 million. Total revenue reached a record $463 million, including net interest income of $366 million and non-interest income of $97 million. Delie said the results helped drive a 9% year-over-year increase in pre-provision net revenue and positive operating leverage.
→ 3 ******* e Stocks That Could Outshine ******* eX After Its IPO
The company also reported tangible book value per common share of $12.24, up 10% from a year earlier. F.N.B. repurchased $47 million, or 2.7 million shares, during the quarter at a weighted average price of $17.46. Management said capital remained strong, with a tangible common equity ratio near 9% and return on average tangible common equity of 14%.
Period-end loans rose at a 7.5% annualized rate from the prior quarter, with Delie pointing to growth in commercial and industrial lending, consumer lending and seasonal residential mortgage production. He said C&I growth of 8% annualized on a linked-quarter basis was driven by lower risk-rated, high-quality commercial borrowers.
2 months ago
Investors in AI hyperscalers are set to digest yet another huge quarter of capital expenditures when results begin to trickle in later this month.
The unanswered question: Are the free-spending ways of tech execs finally reflected in the much lower stock valuations of their companies?
Big Tech capital expenditures/sales are expected to reach an all-time peak in the third quarter of this year, Barclays strategists pointed out in a new note (chart below). That essentially means aggressive AI spending continues to yield limited impact on sales and, by extension, profits.
Concerns in the market about hyperscaler capital expenditures aren't too hard to find.
All "Magnificent Seven" stocks have underperformed the S&P 500 (^GSPC) in 2026 except for Alphabet (GOOG, GOOGL), which has notched a 15% year-to-date gain versus the benchmark index's 9.5% advance.
The unanswered question: Are the free-spending ways of tech execs finally reflected in the much lower stock valuations of their companies?
Big Tech capital expenditures/sales are expected to reach an all-time peak in the third quarter of this year, Barclays strategists pointed out in a new note (chart below). That essentially means aggressive AI spending continues to yield limited impact on sales and, by extension, profits.
Concerns in the market about hyperscaler capital expenditures aren't too hard to find.
All "Magnificent Seven" stocks have underperformed the S&P 500 (^GSPC) in 2026 except for Alphabet (GOOG, GOOGL), which has notched a 15% year-to-date gain versus the benchmark index's 9.5% advance.
