6 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.
Performance exceeded guidance driven by robust political spending and the successful integration of multiple acquisitions and swaps closed during the quarter.
Management attributes the 9% year-over-year revenue growth to the strategic addition of 14 stations in existing markets and entry into four new markets, enhancing scale and synergy potential.
The company is pivoting its local sports strategy by securing long-term broadcast rights for the Atlanta Hawks and Atlanta Braves, utilizing Raycom Sports' production expertise to capture high-value local content.
Net retransmission revenue growth remains a foundational pillar for deleveraging, with management noting that all contracts are now secured through 2027, providing a stable, recurring revenue stream.
#atlanta #year #Growth #local
Performance exceeded guidance driven by robust political spending and the successful integration of multiple acquisitions and swaps closed during the quarter.
Management attributes the 9% year-over-year revenue growth to the strategic addition of 14 stations in existing markets and entry into four new markets, enhancing scale and synergy potential.
The company is pivoting its local sports strategy by securing long-term broadcast rights for the Atlanta Hawks and Atlanta Braves, utilizing Raycom Sports' production expertise to capture high-value local content.
Net retransmission revenue growth remains a foundational pillar for deleveraging, with management noting that all contracts are now secured through 2027, providing a stable, recurring revenue stream.
#atlanta #year #Growth #local
8 days ago
Aeva Technologies (NASDAQ: AEVA) stock exploded higher after barely edging out earnings forecasts in its Q2 report last night.
Analysts had expected Aeva, which builds technology to help autonomous cars operate, to lose $0.43 per share on sales of $6 million. Aeva did lose money, but only $0.41 per share, and its sales beat estimates at $6.1 million.
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 »
The above numbers are only "pro forma" and "non-GAAP," of course. Losses calculated under generally accepted accounting principles (GAAP) looked significantly worse, with Aeva losing $1.23 per share. Still, that was an improvement over the $3.49 per share loss reported in Q2 2025.
Revenue at the start-up company grew 11% year over year.
#signal #gaap #only
Analysts had expected Aeva, which builds technology to help autonomous cars operate, to lose $0.43 per share on sales of $6 million. Aeva did lose money, but only $0.41 per share, and its sales beat estimates at $6.1 million.
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 »
The above numbers are only "pro forma" and "non-GAAP," of course. Losses calculated under generally accepted accounting principles (GAAP) looked significantly worse, with Aeva losing $1.23 per share. Still, that was an improvement over the $3.49 per share loss reported in Q2 2025.
Revenue at the start-up company grew 11% year over year.
#signal #gaap #only
10 days ago
Wang says CRM and NOW are down 27 to 41% YTD yet post 12 to 25% growth with rising free cash flows, flagging them as undervalued AI plays.
Wang singles out GOOGL and MSFT as best positioned, owning both cloud infrastructure and frontier AI models for dual-layer economics.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Constellation Research Chairman Ray ******* went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetization, and enterprise software names that have been sold off despite growing cash flows.
Both could be good investments today.
#free #names #googl #Microsoft
Wang singles out GOOGL and MSFT as best positioned, owning both cloud infrastructure and frontier AI models for dual-layer economics.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Constellation Research Chairman Ray ******* went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetization, and enterprise software names that have been sold off despite growing cash flows.
Both could be good investments today.
#free #names #googl #Microsoft
14 days ago
As demand for artificial intelligence (AI) reshapes data centers, investors are hunting for infrastructure plays. Choosing between high-growth Astera Labs (NASDAQ:ALAB) and the established Arista Networks (NYSE:ANET) requires weighing explosive potential against proven scale.
Astera Labs focuses on specialized connectivity chips that eliminate bottlenecks within AI servers, while Arista Networks provides the broad networking switches and software that link those servers together. Comparing them highlights two different ways to profit from the massive shift toward high-performance computing and cloud infrastructure.
Astera Labs designs connectivity solutions that facilitate high-speed data transfers within AI infrastructure. It operates among semiconductor stocks, serving major cloud providers and GPU vendors through products like PCIe and CXL controllers. Customer concentration like this adds a layer of risk to the business, as one end customer represented roughly 70% of revenue in 2025.
In 2025, revenue reached nearly $852 million, which represents a massive year-over-year increase of approximately 115%. The company reported net income of roughly $219 million for the period. This marks a significant swing from the net loss reported in the previous fiscal year.
As of its December 2025 balance sheet, the current ratio is approximately 10.2x, which measures a company's ability to cover short-term obligations with current ***** ets. The company has essentially no debt.
#arista
Astera Labs focuses on specialized connectivity chips that eliminate bottlenecks within AI servers, while Arista Networks provides the broad networking switches and software that link those servers together. Comparing them highlights two different ways to profit from the massive shift toward high-performance computing and cloud infrastructure.
Astera Labs designs connectivity solutions that facilitate high-speed data transfers within AI infrastructure. It operates among semiconductor stocks, serving major cloud providers and GPU vendors through products like PCIe and CXL controllers. Customer concentration like this adds a layer of risk to the business, as one end customer represented roughly 70% of revenue in 2025.
In 2025, revenue reached nearly $852 million, which represents a massive year-over-year increase of approximately 115%. The company reported net income of roughly $219 million for the period. This marks a significant swing from the net loss reported in the previous fiscal year.
As of its December 2025 balance sheet, the current ratio is approximately 10.2x, which measures a company's ability to cover short-term obligations with current ***** ets. The company has essentially no debt.
#arista
14 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.
Record EBITDA of $2.8 billion was driven by acute global demand for U.S. energy, particularly during April and May, which pulled significant volumes across crude, LPG, and ethane channels.
Operational excellence enabled the acceleration of the Neches River NGL marine terminal expansion, which is now commissioning ahead of its original schedule to meet international demand.
Permian Basin inlet volumes grew 14% year-over-year, reflecting robust producer activity and the partnership's successful capture of incremental wide-grade volumes into its NGL pipeline systems.
The partnership's integrated value chain allowed for the capture of approximately $200 million in incremental margin during the quarter due to favorable cash differentials and export premiums.
#volumes #year #NVIDIA
Record EBITDA of $2.8 billion was driven by acute global demand for U.S. energy, particularly during April and May, which pulled significant volumes across crude, LPG, and ethane channels.
Operational excellence enabled the acceleration of the Neches River NGL marine terminal expansion, which is now commissioning ahead of its original schedule to meet international demand.
Permian Basin inlet volumes grew 14% year-over-year, reflecting robust producer activity and the partnership's successful capture of incremental wide-grade volumes into its NGL pipeline systems.
The partnership's integrated value chain allowed for the capture of approximately $200 million in incremental margin during the quarter due to favorable cash differentials and export premiums.
#volumes #year #NVIDIA
17 days ago
July 27, 2026, 12:07 pm EDT
Arax Advisory Partners is continuing its
acquisition streak
. Last week, the New York-based company said it agreed to buy Transcend Capital Advisors, a registered investment advisor with more than $3 billion in **** ets under management as of June 30. The deal is expected to close in the third quarter. Transcend will be the seventh firm to join Arax in 2026, which didn’t disclose terms of the transaction.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.
#wealth
Arax Advisory Partners is continuing its
acquisition streak
. Last week, the New York-based company said it agreed to buy Transcend Capital Advisors, a registered investment advisor with more than $3 billion in **** ets under management as of June 30. The deal is expected to close in the third quarter. Transcend will be the seventh firm to join Arax in 2026, which didn’t disclose terms of the transaction.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth management professional and would like access to the Barron's Advisor experience, please provide the information below.
If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at advisor.editorsbarrons.com.
#wealth
17 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.
On one hand, UPS beat on everything that mattered this quarter. EPS of $1.76 against $1.66 expected, revenue of $22.8 billion against $21.81 billion expected, and raised full-year guidance on top of it. On the other hand, the stock fell 8% anyway, because Wall Street also got to see UPS' third-quarter outlook.
The best line of the whole call, though, came from CEO Carol Tomé, who said, "if you ignore Amazon and the volume that we intentionally made available to the market, we actually grew our volume in the second quarter." Which, sure, if you ignore the baseball playing, the Mets look great this year. Half the companies in America would probably love the chance to report earnings with an asterisk that says "excluding our biggest, most demanding customer, everything here looks fantastic." Tomé is just the one honest enough to say it out loud on a recorded call.
The Amazon divorce is real, though, and mostly finished. UPS has cut roughly 2 million pieces a day of what it calls "lower quality Amazon volume," stripping out about $4.5 billion in related costs so far, on purpose, in exchange for a leaner network it insists will pay off as volume grows elsewhere. Domestic revenue rose 6% on higher revenue per piece, international jumped 12.5%, and healthcare logistics cleared $3 billion for a second straight quarter, with Tomé bragging UPS is the only carrier offering true end-to-end healthcare delivery on its own ******* ets.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#revenue
On one hand, UPS beat on everything that mattered this quarter. EPS of $1.76 against $1.66 expected, revenue of $22.8 billion against $21.81 billion expected, and raised full-year guidance on top of it. On the other hand, the stock fell 8% anyway, because Wall Street also got to see UPS' third-quarter outlook.
The best line of the whole call, though, came from CEO Carol Tomé, who said, "if you ignore Amazon and the volume that we intentionally made available to the market, we actually grew our volume in the second quarter." Which, sure, if you ignore the baseball playing, the Mets look great this year. Half the companies in America would probably love the chance to report earnings with an asterisk that says "excluding our biggest, most demanding customer, everything here looks fantastic." Tomé is just the one honest enough to say it out loud on a recorded call.
The Amazon divorce is real, though, and mostly finished. UPS has cut roughly 2 million pieces a day of what it calls "lower quality Amazon volume," stripping out about $4.5 billion in related costs so far, on purpose, in exchange for a leaner network it insists will pay off as volume grows elsewhere. Domestic revenue rose 6% on higher revenue per piece, international jumped 12.5%, and healthcare logistics cleared $3 billion for a second straight quarter, with Tomé bragging UPS is the only carrier offering true end-to-end healthcare delivery on its own ******* ets.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#revenue
18 days ago
The Vanguard FTSE Emerging Markets ETF (NYSEMKT:VWO) offers low-cost, targeted exposure to developing economies, whereas the State Street SPDR Portfolio MSCI Global Stock Market ETF (NYSEMKT:SPGM) serves as a diversified, global core equity holding.
Investors seeking international diversification often choose between targeted emerging-market funds and broad global equity trackers. While VWO targets growth in nations like China and Taiwan, SPGM offers a comprehensive solution for stocks across the globe, including the United States, established international markets, and emerging markets.
Metric
VWO
SPGM
#emerging #targeted #international
Investors seeking international diversification often choose between targeted emerging-market funds and broad global equity trackers. While VWO targets growth in nations like China and Taiwan, SPGM offers a comprehensive solution for stocks across the globe, including the United States, established international markets, and emerging markets.
Metric
VWO
SPGM
#emerging #targeted #international
22 days ago
Inheriting $5 million can be a tremendous financial opportunity, but financial planning is still important. With more **** ets and tax considerations to take into account, it can help to plan ahead. As a result, understanding what you've inherited and how you might minimize tax consequences may have as much of an impact on your wealth as investing right away.
Do you have questions about how to handle a windfall? Speak with a financial advisor today.
A $5 million inheritance is rarely a single check. More likely, it's a mix of **** ets, each with their own rules for taxes, liquidity and long-term planning. Before making any financial decisions, it can help to create a complete inventory of what you've inherited, and identify how each **** et is **** led. This can help when it comes time to determine whether it's subject to distribution rules and what type of tax treatment applies.
Because larger estates tend to be more complex, it's common to inherit several **** et types at once. Understanding each one separately can potentially help you minimize mistakes and prioritize the most immediate decisions.
With a larger inheritance, the challenge is often less about choosing investments and more about coordinating multiple **** et types with different tax rules and timelines. Taking inventory first help build the foundation for every decision that follows.
#financial #understanding #million #inherited
Do you have questions about how to handle a windfall? Speak with a financial advisor today.
A $5 million inheritance is rarely a single check. More likely, it's a mix of **** ets, each with their own rules for taxes, liquidity and long-term planning. Before making any financial decisions, it can help to create a complete inventory of what you've inherited, and identify how each **** et is **** led. This can help when it comes time to determine whether it's subject to distribution rules and what type of tax treatment applies.
Because larger estates tend to be more complex, it's common to inherit several **** et types at once. Understanding each one separately can potentially help you minimize mistakes and prioritize the most immediate decisions.
With a larger inheritance, the challenge is often less about choosing investments and more about coordinating multiple **** et types with different tax rules and timelines. Taking inventory first help build the foundation for every decision that follows.
#financial #understanding #million #inherited
24 days ago
Economic resilience is probably something most Americans would welcome.
We're seeing that consumer spending is still growing, wage gains haven't gone away, and corporate dealmaking is showing fresh momentum. Those trends point to a country that is successfully blowing past the recent inflation shock.
However, in an exclusive interview with CBS News' "Face the Nation," Bank of America CEO Brian Moynihan sees something more troubling beneath the surface.
The economy is arguably holding its own, but the relief households expected hasn't followed. Food, housing, and fuel costs remain painful, while the strongest spending growth continues to come from consumers with the greatest financial cushions.
For investors and households, the next phase could look very different from the soft landing many had anticipated.
#something #spending
We're seeing that consumer spending is still growing, wage gains haven't gone away, and corporate dealmaking is showing fresh momentum. Those trends point to a country that is successfully blowing past the recent inflation shock.
However, in an exclusive interview with CBS News' "Face the Nation," Bank of America CEO Brian Moynihan sees something more troubling beneath the surface.
The economy is arguably holding its own, but the relief households expected hasn't followed. Food, housing, and fuel costs remain painful, while the strongest spending growth continues to come from consumers with the greatest financial cushions.
For investors and households, the next phase could look very different from the soft landing many had anticipated.
#something #spending
29 days ago
Dividend Kings are companies best known for raising dividends for at least the last 50 years - through decades of recessions, market crashes, and changing economic conditions. That track record makes them attractive to income investors, but it's also what can make them seem glacially boring.
However, a select group is doing more than protecting its payout streak. They're also delivering strong share-price gains while earning bullish ratings from a broad group of ***** ysts, a combination that isn't always easy to find.
This High-Yield Bank Stock Just Raised Its Dividend by 17.6%.
IBM Stock Suffered an Ugly Earnings Sell-Off. DELL Stock Could Be a Big Winner.
Apple Acquired a New Data Observation Startup Called SigScalr. What That Means for AAPL Stock Moving Forward.
However, a select group is doing more than protecting its payout streak. They're also delivering strong share-price gains while earning bullish ratings from a broad group of ***** ysts, a combination that isn't always easy to find.
This High-Yield Bank Stock Just Raised Its Dividend by 17.6%.
IBM Stock Suffered an Ugly Earnings Sell-Off. DELL Stock Could Be a Big Winner.
Apple Acquired a New Data Observation Startup Called SigScalr. What That Means for AAPL Stock Moving Forward.
1 month ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
It was just another manic market day, at least for AstraZeneca.
Shares of the British-Swedish biopharmaceutical company tumbled Thursday after it shared the surprising failure of its drug Wainua to meet its target in a recent clinical trial. AstraZeneca and Ionis Pharmaceuticals said the heart disease treatment didn't outperform the placebo in preventing heart problems in patients with transthyretin-mediated amyloid cardiomyopathy (or ATTR-CM), a rare and potentially fatal disease.
It was a blow ***** ysts weren't expecting, and AstraZeneca's shares fell as much as 10.6% in London, its largest intraday plummet since 2017, per Bloomberg. The company's New York Stock Exchange-listed shares ended Thursday down 5.7%.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
It was just another manic market day, at least for AstraZeneca.
Shares of the British-Swedish biopharmaceutical company tumbled Thursday after it shared the surprising failure of its drug Wainua to meet its target in a recent clinical trial. AstraZeneca and Ionis Pharmaceuticals said the heart disease treatment didn't outperform the placebo in preventing heart problems in patients with transthyretin-mediated amyloid cardiomyopathy (or ATTR-CM), a rare and potentially fatal disease.
It was a blow ***** ysts weren't expecting, and AstraZeneca's shares fell as much as 10.6% in London, its largest intraday plummet since 2017, per Bloomberg. The company's New York Stock Exchange-listed shares ended Thursday down 5.7%.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
1 month ago
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1 month ago
With a 5-year EPS growth forecasted at 53.12%, SentinelOne, Inc. (NYSE:S) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.
On June 17, SentinelOne, Inc. (NYSE:S) announced the general availability of Purple AI Agentic Investigation alongside the introduction of Singularity Credits, a unified consumption model for AI-powered capabilities across the Singularity Platform. Customers can now access a complimentary trial of Purple AI's newest autonomous security reasoning capability, which enables zero-click investigations that automatically detect, investigate, validate, and respond to cyber threats without requiring human intervention. When suspicious activity exceeds predefined thresholds, the system independently ******* yzes incidents, reaches a verdict, and initiates responses at machine speed while maintaining full transparency and oversight for security teams.
On May 29, Scotiabank ******* yst Patrick Colville raised the firm's price target on SentinelOne, Inc. (NYSE:S) to $16 from $15 while maintaining a Sector Perform rating on the shares. Although the firm continues to view SentinelOne as a top-tier cybersecurity company with a strong technology platform, it remains cautious due to limited evidence that the company is generating sufficient customer wins to significantly accelerate annual recurring revenue growth.
Founded in 2013 and headquartered in Mountain View, California, SentinelOne, Inc. (NYSE:S) protects enterprise IT systems using AI-powered behavioral ******* ysis. It operates as a cybersecurity stock by offering autonomous platforms that detect, prevent, and respond to cyberattacks across devices, cloud workloads, and networks.
While we acknowledge the potential of S 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.
On June 17, SentinelOne, Inc. (NYSE:S) announced the general availability of Purple AI Agentic Investigation alongside the introduction of Singularity Credits, a unified consumption model for AI-powered capabilities across the Singularity Platform. Customers can now access a complimentary trial of Purple AI's newest autonomous security reasoning capability, which enables zero-click investigations that automatically detect, investigate, validate, and respond to cyber threats without requiring human intervention. When suspicious activity exceeds predefined thresholds, the system independently ******* yzes incidents, reaches a verdict, and initiates responses at machine speed while maintaining full transparency and oversight for security teams.
On May 29, Scotiabank ******* yst Patrick Colville raised the firm's price target on SentinelOne, Inc. (NYSE:S) to $16 from $15 while maintaining a Sector Perform rating on the shares. Although the firm continues to view SentinelOne as a top-tier cybersecurity company with a strong technology platform, it remains cautious due to limited evidence that the company is generating sufficient customer wins to significantly accelerate annual recurring revenue growth.
Founded in 2013 and headquartered in Mountain View, California, SentinelOne, Inc. (NYSE:S) protects enterprise IT systems using AI-powered behavioral ******* ysis. It operates as a cybersecurity stock by offering autonomous platforms that detect, prevent, and respond to cyberattacks across devices, cloud workloads, and networks.
While we acknowledge the potential of S 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
Plant-based fibers are moving beyond the margins of sustainability conversations and into broader industrial planning, though Fibral's new report makes clear the sector is still far from mature.
In its "Alternative Plant Fibre Landscape ******* ysis: Between Tradition and Innovation" report, the alliance describes a market that remains fragmented, under-documented and constrained by limited infrastructure even as interest rises across textiles, construction, automotive and other manufacturing sectors.
More from WWD
Première Vision, Cosmetic Valley Partner as Fashion Brands Look to Beauty for Growth
Where Warp Knit Ideas Take Shape
In its "Alternative Plant Fibre Landscape ******* ysis: Between Tradition and Innovation" report, the alliance describes a market that remains fragmented, under-documented and constrained by limited infrastructure even as interest rises across textiles, construction, automotive and other manufacturing sectors.
More from WWD
Première Vision, Cosmetic Valley Partner as Fashion Brands Look to Beauty for Growth
Where Warp Knit Ideas Take Shape
1 month ago
Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the "Artisan Mid Cap Value Fund". A copy of this letter is available for download here. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some holdings faced company-specific setbacks and negative sentiment. The Fund's Investor Class: ARTQX returned -4.93%, Advisor Class: APDQX declined by -4.90%, and Institutional Class: APHQX fell by -4.97%, all trailing the Index's 3.68% gain. The equity market in the quarter was mixed, with mid- and small-cap indices showing resilience despite lagging large-cap growth stocks. Volatility increased, initially fueled by interest in AI and private credit, but escalated after the outbreak of war in Iran, leading to rising oil prices. Sector performance varied, with energy leading the gains. The Fund continues to seek companies capable of value growth during market dislocations at attractive entry points. Also, review the Fund's top five holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted Pinterest, Inc. (NYSE:PINS). Pinterest, Inc. (NYSE:PINS) is a social media and visual discovery platform that enables users to find ideas, such as recipes, home, and style inspiration. On July 7, 2026, Pinterest, Inc. (NYSE:PINS) closed at $22.42 per share. One-month return of Pinterest, Inc. (NYSE:PINS) was 2.99%, and its shares lost 37.53% over the past 52 weeks. Pinterest, Inc. (NYSE:PINS) has a market capitalization of $12.56 billion.
Artisan Mid Cap Value Fund stated the following regarding Pinterest, Inc. (NYSE:PINS) in its Q1 2026 investor letter:
"Among the biggest decliners were ICON, Humana, Gartner and Pinterest, Inc. (NYSE:PINS), each of which dropped by 30% or more during the quarter. Pinterest's recent results have been impacted by macroeconomic headwinds, particularly tariffs, which have weighed on advertising spending by large retail customers. Compared with larger social media peers, Pinterest is less diversified and more exposed to consumer-driven categories, making it more sensitive to these pressures. While we continue to view digital advertising as a structurally attractive market with growth likely to exceed that of the broader economy, we chose to exit the position in favor of more compelling opportunities. Nearly four years into the current management team's tenure, progress on key priorities, including user growth, engagement, monetization and profitability, has been slower than expected."
In its first-quarter 2026 investor letter, Artisan Mid Cap Value Fund highlighted Pinterest, Inc. (NYSE:PINS). Pinterest, Inc. (NYSE:PINS) is a social media and visual discovery platform that enables users to find ideas, such as recipes, home, and style inspiration. On July 7, 2026, Pinterest, Inc. (NYSE:PINS) closed at $22.42 per share. One-month return of Pinterest, Inc. (NYSE:PINS) was 2.99%, and its shares lost 37.53% over the past 52 weeks. Pinterest, Inc. (NYSE:PINS) has a market capitalization of $12.56 billion.
Artisan Mid Cap Value Fund stated the following regarding Pinterest, Inc. (NYSE:PINS) in its Q1 2026 investor letter:
"Among the biggest decliners were ICON, Humana, Gartner and Pinterest, Inc. (NYSE:PINS), each of which dropped by 30% or more during the quarter. Pinterest's recent results have been impacted by macroeconomic headwinds, particularly tariffs, which have weighed on advertising spending by large retail customers. Compared with larger social media peers, Pinterest is less diversified and more exposed to consumer-driven categories, making it more sensitive to these pressures. While we continue to view digital advertising as a structurally attractive market with growth likely to exceed that of the broader economy, we chose to exit the position in favor of more compelling opportunities. Nearly four years into the current management team's tenure, progress on key priorities, including user growth, engagement, monetization and profitability, has been slower than expected."
1 month ago
Is TRMB a good stock to buy? We came across a bullish thesis on Trimble Inc. on Capital Blueprint's Substack by Jin. In this article, we will summarize the bulls' thesis on TRMB. Trimble Inc.'s share was trading at $52.58 as of July 1st. TRMB's trailing and forward P/E were 27.50 and 14.66 respectively according to Yahoo Finance.
Copyright: welcomia / 123RF Stock Photo
Trimble Inc. offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally. TRMB is a diversified construction technology company yet the market continues to price it like a cyclical hardware distributor despite its growing software mix and recurring revenue base.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Copyright: welcomia / 123RF Stock Photo
Trimble Inc. offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally. TRMB is a diversified construction technology company yet the market continues to price it like a cyclical hardware distributor despite its growing software mix and recurring revenue base.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
1 month ago
Under the leadership of new CEO Greg Abel, Berkshire Hathaway is making a splash in the technology ***** e. Based on its most recent 13F filing, the conglomerate owned 68,462,015 Class A shares and 17,944,778 Class C shares of Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) as of March 31, which today is valued at $30.7 billion. These two positions combined make up Berkshire's fourth-largest holding in a single company's equity.
On June 1, however, the Omaha enterprise announced a $10 billion private placement into the "Magnificent Seven" stock. With a total position of nearly $41 billion in Alphabet, this is now a bigger position than Coca-Cola. But it's still smaller than Apple and American Express.
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 »
Investors might view these decisions as uncharacteristic of the strategy Berkshire and Warren Buffett have long operated with. This bet makes sense, though.
Here are three possible reasons why the conglomerate is so bullish on Alphabet.
On June 1, however, the Omaha enterprise announced a $10 billion private placement into the "Magnificent Seven" stock. With a total position of nearly $41 billion in Alphabet, this is now a bigger position than Coca-Cola. But it's still smaller than Apple and American Express.
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 »
Investors might view these decisions as uncharacteristic of the strategy Berkshire and Warren Buffett have long operated with. This bet makes sense, though.
Here are three possible reasons why the conglomerate is so bullish on Alphabet.
2 months ago
Alphabet Inc. (NASDAQ:GOOGL) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 2, Alphabet Inc. (NASDAQ:GOOGL) priced and upsized its equity capital raise to $84.75 billion from $80 billion. The raise is now the largest in US corporate history, and Alphabet intends to use the proceedings to fund the buildout of AI infrastructure and global compute capacity.
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Alphabet detailed in a statement that it has structured the raise in three parts. The first is a $30 billion underwritten public offering split between common stock and mandatory convertible preferred shares, and the second is a $10 billion private placement anchored by Warren Buffett's Berkshire Hathaway. The last part is a $40 billion at-the-market (ATM) program set to begin in Q3 2026.
On the public offering side, Alphabet priced 25.5 million Class A shares at $355.20 each and 25.5 million Class C shares at $351.80 each. It again priced 167.5 million Series A and Series B depositary shares at $50 each. The company upsized the Class A/C stock portion to $18 billion from $15 billion. It also increased the depositary share portion to $16.75 billion from $15 billion. Alphabet expects net proceeds from these two buckets to be approximately $17.8 billion and $16.6 billion, respectively.
Alphabet Inc. (NASDAQ:GOOGL) is a technology holding company. It operates Google Services, which provides search, advertising, and consumer software services, Google Cloud, and Other Bets, which includes businesses in healthcare, autonomous vehicles, and venture capital.
GongTo/Shutterstock.com
Alphabet detailed in a statement that it has structured the raise in three parts. The first is a $30 billion underwritten public offering split between common stock and mandatory convertible preferred shares, and the second is a $10 billion private placement anchored by Warren Buffett's Berkshire Hathaway. The last part is a $40 billion at-the-market (ATM) program set to begin in Q3 2026.
On the public offering side, Alphabet priced 25.5 million Class A shares at $355.20 each and 25.5 million Class C shares at $351.80 each. It again priced 167.5 million Series A and Series B depositary shares at $50 each. The company upsized the Class A/C stock portion to $18 billion from $15 billion. It also increased the depositary share portion to $16.75 billion from $15 billion. Alphabet expects net proceeds from these two buckets to be approximately $17.8 billion and $16.6 billion, respectively.
Alphabet Inc. (NASDAQ:GOOGL) is a technology holding company. It operates Google Services, which provides search, advertising, and consumer software services, Google Cloud, and Other Bets, which includes businesses in healthcare, autonomous vehicles, and venture capital.
2 months ago
Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, Goldman Sachs **** yst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied to agentic AI and sees "upside optionality" from its role as a U.S. "champion" through its foundry business and longer-term wafer outsourcing potential. Still, Schneider noted that peers such as AMD and Nvidia have better revenue visibility and more compelling opportunities at a better valuation. Goldman Sachs sees balanced risk/reward at current levels.
On June 23, BofA raised its price target on Intel to $160 from $135 and kept a Buy rating. BofA updated its semiconductor industry models and price objectives, raising its calendar year 2030 total semiconductor industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, with additional support from recovery in auto and industrial markets.
Photo by Slejven Djurakovic on Unsplash
On June 22, Mizuho **** yst Vijay Rakesh raised the firm's price target on Intel to $135 from $128 and kept a Neutral rating. Rakesh said Intel could see EMIB-T and Foveros tailwinds and could reach 10%-15% advanced packaging market share over the long term.
On June 25, 2026, Goldman Sachs **** yst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied to agentic AI and sees "upside optionality" from its role as a U.S. "champion" through its foundry business and longer-term wafer outsourcing potential. Still, Schneider noted that peers such as AMD and Nvidia have better revenue visibility and more compelling opportunities at a better valuation. Goldman Sachs sees balanced risk/reward at current levels.
On June 23, BofA raised its price target on Intel to $160 from $135 and kept a Buy rating. BofA updated its semiconductor industry models and price objectives, raising its calendar year 2030 total semiconductor industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, with additional support from recovery in auto and industrial markets.
Photo by Slejven Djurakovic on Unsplash
On June 22, Mizuho **** yst Vijay Rakesh raised the firm's price target on Intel to $135 from $128 and kept a Neutral rating. Rakesh said Intel could see EMIB-T and Foveros tailwinds and could reach 10%-15% advanced packaging market share over the long term.
2 months ago
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June 26, 2026 5:04 pm ET
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(2 min)
U.S. stocks fell slightly as diminished fuel-cost concerns were offset by fears about the sustainability of the artificial-intelligence rally.
June 26, 2026 5:04 pm ET
Listen
(2 min)
U.S. stocks fell slightly as diminished fuel-cost concerns were offset by fears about the sustainability of the artificial-intelligence rally.
2 months ago
Distress at 625 North Michigan Avenue is entering its next phase: receivership.
On June 16, a Cook County judge appointed Scott Shefman of Friedman Real Estate Management as the receiver for the Magnificent Mile office building, court records show.
Shefman's takeover of the 28-story property's operations stems from a foreclosure lawsuit filed by Citibank, acting as trustee for commercial mortgage-backed securities bondholders, alongside special servicer LNR Partners. The lenders allege landlords Golub & Company and BlueFive Capital defaulted on a $50.6 million loan. The debt, originated by Cantor Commercial Real Estate in 2019 with a 4.63 percent interest rate, reached its maturity date on March 6 without repayment.
The loan transferred to special servicing in November 2025 due to an imminent default driven by cash flow issues. Golub previously indicated to the lender that it couldn't continue funding the property's operating expenses out of pocket. In April 2026, the borrowers received a formal notice of default.
As receiver, Shefman takes control of the nearly 290,000-square-foot building's management. His court-mandated duties include collecting rents from tenants and maintaining new bank accounts; negotiating, modifying and executing leases; and **** isting in marketing the property for sale, which may involve soliciting offers.
On June 16, a Cook County judge appointed Scott Shefman of Friedman Real Estate Management as the receiver for the Magnificent Mile office building, court records show.
Shefman's takeover of the 28-story property's operations stems from a foreclosure lawsuit filed by Citibank, acting as trustee for commercial mortgage-backed securities bondholders, alongside special servicer LNR Partners. The lenders allege landlords Golub & Company and BlueFive Capital defaulted on a $50.6 million loan. The debt, originated by Cantor Commercial Real Estate in 2019 with a 4.63 percent interest rate, reached its maturity date on March 6 without repayment.
The loan transferred to special servicing in November 2025 due to an imminent default driven by cash flow issues. Golub previously indicated to the lender that it couldn't continue funding the property's operating expenses out of pocket. In April 2026, the borrowers received a formal notice of default.
As receiver, Shefman takes control of the nearly 290,000-square-foot building's management. His court-mandated duties include collecting rents from tenants and maintaining new bank accounts; negotiating, modifying and executing leases; and **** isting in marketing the property for sale, which may involve soliciting offers.
