1 month ago
Coinbase (NASDAQ: COIN), one of the world's largest cryptocurrency exchanges, recently partnered with Moov, a payments infrastructure provider, to bring stablecoin payments and settlements to more than 1,000 U.S. community banks and credit unions. By integrating Coinbase's digital ******* et infrastructure into Moov's payments platform, the two companies will enable those financial institutions to accept stablecoins without building their own blockchains.
Let's see how this partnership could help Coinbase, why everyone is talking about stablecoins right now, and how the upcoming vote on the CLARITY Act could impact those plans.
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 »
Stablecoins are cryptocurrencies pegged to a stable fiat currency, such as the U.S. dollar or the euro, and can be held without a bank account. Their payments can be settled 24/7, enabling faster, cheaper money transfers than fiat currencies. They can be deposited in third-party lending platforms and liquidity pools to earn higher yields than traditional bank accounts.
Stablecoins can also allow people in countries with hyperinflation to preserve their savings without buying the underlying fiat currencies. They can also be used to accelerate cross-border transfers by acting as a "bridge currency" between the two fiat currencies.
#signal #Coinbase
Let's see how this partnership could help Coinbase, why everyone is talking about stablecoins right now, and how the upcoming vote on the CLARITY Act could impact those plans.
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 »
Stablecoins are cryptocurrencies pegged to a stable fiat currency, such as the U.S. dollar or the euro, and can be held without a bank account. Their payments can be settled 24/7, enabling faster, cheaper money transfers than fiat currencies. They can be deposited in third-party lending platforms and liquidity pools to earn higher yields than traditional bank accounts.
Stablecoins can also allow people in countries with hyperinflation to preserve their savings without buying the underlying fiat currencies. They can also be used to accelerate cross-border transfers by acting as a "bridge currency" between the two fiat currencies.
#signal #Coinbase
1 month ago
Kraken Robotics (OTC: KRKNF) stock has been struggling lately. The company's share price hit a lifetime high of $8.13 per share in March, soon after it was announced that the marine technologies company was acquiring Covelya for 615 million Canadian dollars, but its stock has now lost more than half of its value since hitting that valuation peak.
Valuation multiples for next-generation defense tech companies have generally come down in subsequent trading. Investors are concerned about the potential integration risks with the Covelya acquisition, and the company's recent second-quarter report showed relatively modest growth. As a result, Kraken stock is now trading down roughly 21% year-to-date and 55% from its 2026 high.
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 »
Should investors be buying the stock in September?
Kraken Robotic is a leading provider of subsea batteries for uncrewed underwater vehicles (UUVs), synthetic aperture sonar (SAS) for ocean-floor mapping, and other subsea intelligence and navigation solutions. Through its acquisition of Covelya, the company has also significantly broadened its product portfolio and expanded its capabilities in positioning, scanning, and overall subsea robotics.
#kraken #subsea
Valuation multiples for next-generation defense tech companies have generally come down in subsequent trading. Investors are concerned about the potential integration risks with the Covelya acquisition, and the company's recent second-quarter report showed relatively modest growth. As a result, Kraken stock is now trading down roughly 21% year-to-date and 55% from its 2026 high.
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 »
Should investors be buying the stock in September?
Kraken Robotic is a leading provider of subsea batteries for uncrewed underwater vehicles (UUVs), synthetic aperture sonar (SAS) for ocean-floor mapping, and other subsea intelligence and navigation solutions. Through its acquisition of Covelya, the company has also significantly broadened its product portfolio and expanded its capabilities in positioning, scanning, and overall subsea robotics.
#kraken #subsea
1 month ago
On August 10, Chemours (NYSE:CC) launched two new refrigerants, Opteon ZE and Opteon 515B, built specifically for stationary chillers that cool data centers, commercial buildings, and other facilities that cannot afford downtime. The announcement lands as data center operators everywhere are scrambling to keep pace with the heat that AI workloads generate, and Chemours is betting its chemistry can be part of the answer.
Chemours designed these products around a specific problem: AI infrastructure is pushing heat loads and uptime requirements past what older cooling systems were built for. Joseph Martinko, President of Thermal & Specialized Solutions at Chemours, said the company is expanding the choices available to chiller manufacturers and operators as they build and maintain the systems powering data centers and other mission-critical environments. That framing matters because it puts Chemours squarely inside the AI infrastructure buildout rather than on its periphery, and the company describes this as part of a broader push into higher-value, high-growth cooling applications.
The two products are designed to work together rather than compete for the same customer. Opteon ZE, the R-1234ze(E) formulation, is an HFO-based refrigerant with a GWP of approximately 1 and zero ozone depletion potential, aimed at air- and water-cooled chillers, commercial air conditioning, heat pumps, and data center cooling specifically. It also offers high energy efficiency and works with commonly used POE lubricants, which matters for equipment makers who do not want to redesign their systems from scratch.
Opteon 515B is a blend of roughly 91.1% R-1234ze(E) and 8.9% R-227ea, with a GWP near 293, pitched at operators running conventional chillers who want an easier path away from higher-GWP refrigerants without a full system overhaul. Having both a near-zero-GWP option and a lower-friction transitional option lets Chemours sell into new builds and legacy fleets at the same time.
The launch is not without caveats. Opteon ZE carries an ASHRAE A2L classification, meaning it is mildly flammable, while Opteon 515B carries the non-flammable A1 rating. That difference alone could steer certain customers toward one product over the other depending on local codes and installation requirements.
#heat #cooling
Chemours designed these products around a specific problem: AI infrastructure is pushing heat loads and uptime requirements past what older cooling systems were built for. Joseph Martinko, President of Thermal & Specialized Solutions at Chemours, said the company is expanding the choices available to chiller manufacturers and operators as they build and maintain the systems powering data centers and other mission-critical environments. That framing matters because it puts Chemours squarely inside the AI infrastructure buildout rather than on its periphery, and the company describes this as part of a broader push into higher-value, high-growth cooling applications.
The two products are designed to work together rather than compete for the same customer. Opteon ZE, the R-1234ze(E) formulation, is an HFO-based refrigerant with a GWP of approximately 1 and zero ozone depletion potential, aimed at air- and water-cooled chillers, commercial air conditioning, heat pumps, and data center cooling specifically. It also offers high energy efficiency and works with commonly used POE lubricants, which matters for equipment makers who do not want to redesign their systems from scratch.
Opteon 515B is a blend of roughly 91.1% R-1234ze(E) and 8.9% R-227ea, with a GWP near 293, pitched at operators running conventional chillers who want an easier path away from higher-GWP refrigerants without a full system overhaul. Having both a near-zero-GWP option and a lower-friction transitional option lets Chemours sell into new builds and legacy fleets at the same time.
The launch is not without caveats. Opteon ZE carries an ASHRAE A2L classification, meaning it is mildly flammable, while Opteon 515B carries the non-flammable A1 rating. That difference alone could steer certain customers toward one product over the other depending on local codes and installation requirements.
#heat #cooling
1 month ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Digi International Inc. (NASDAQ:DGII) as a material contributor. Digi International Inc. (NASDAQ:DGII) provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States and internationally. On August 28, 2026, Digi International Inc. (NASDAQ:DGII) closed at $75.77 per share. Over the past month, Digi International Inc. (NASDAQ:DGII) returned 6.61%, while its shares have gained 116.16% in the last 52 weeks. Digi International Inc. (NASDAQ:DGII) has a market capitalization of $2.88 billion, and its stock has traded within a 52-week range of $33.41 to $86.84.
Riverwater Partners Small Cap Strategy stated the following regarding Digi International Inc. (NASDAQ:DGII) in its Q2 2026 investor letter:
"Digi International Inc. (NASDAQ:DGII), our industrial internet-of-things connectivity holding, gained approximately 55% as demand for connected infrastructure accelerated alongside the broader AI and automation buildout. Given its expansion into one of our largest holdings, we trimmed modestly during the quarter to fund new ideas and maintain sizing discipline."
#NASDAQ #strategy #riverwater #partners
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Digi International Inc. (NASDAQ:DGII) as a material contributor. Digi International Inc. (NASDAQ:DGII) provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States and internationally. On August 28, 2026, Digi International Inc. (NASDAQ:DGII) closed at $75.77 per share. Over the past month, Digi International Inc. (NASDAQ:DGII) returned 6.61%, while its shares have gained 116.16% in the last 52 weeks. Digi International Inc. (NASDAQ:DGII) has a market capitalization of $2.88 billion, and its stock has traded within a 52-week range of $33.41 to $86.84.
Riverwater Partners Small Cap Strategy stated the following regarding Digi International Inc. (NASDAQ:DGII) in its Q2 2026 investor letter:
"Digi International Inc. (NASDAQ:DGII), our industrial internet-of-things connectivity holding, gained approximately 55% as demand for connected infrastructure accelerated alongside the broader AI and automation buildout. Given its expansion into one of our largest holdings, we trimmed modestly during the quarter to fund new ideas and maintain sizing discipline."
#NASDAQ #strategy #riverwater #partners
