BTI yields 5.83% and beats MO on growth, trading at a cheaper forward P/E of 11 with EPS guidance of 5 to 8% versus Altria's 2.5 to 5.5%.
Altria wins on income reliability, having raised its dividend 60 times in 56 years with a 6.10% yield paid in dollars with zero currency risk.
BTI's Modern Oral segment surged 47% while Altria's nicotine pouch share fell 4 points and cigarette volumes dropped 10% in 2025.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
For a retirement-focused investor weighing high-yield tobacco names, the question is direct: British American Tobacco (NYSE:BTI) or Altria Group (NYSE:MO), which screens better for income investors right now? Both throw off cash, both trade at single-digit-to-low-teens forward earnings, and both are racing to replace shrinking combustible volumes with nicotine pouches, vapor, and heated tobacco. But when you line them up on the metrics that actually matter for a retiree cashing checks, one name comes out ahead.

#tobacco

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) 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.

#Growth #fund #quarter #parnassus

Nokia stock surged 6% to $10.39 after its AI-RAN platform advanced to live field trials with eight global operators, delivering 20%+ spectral efficiency gains.
Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN as a category-wide event, keeping today's rally a Nokia-specific story.
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Nokia (NYSE:NOK) stock is rising in early Wednesday trading, up 6% to $10.39 after the company said its artificial intelligence-powered radio access network (AI-RAN) platform is moving from evaluation to live field trials at eight global operators. The list spans North America, Europe, Asia-Pacific and the Middle East, and it reframes AI-RAN as a shared industry priority rather than a single-vendor pilot. That geographic reach is what today's move is paying up for.
The move is Nokia-specific. The iShares U.S. Technology ETF (NYSEARCA:IYW) is unchanged at $250.08, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.4% to $760.33. Nokia stock is climbing while U.S. technology sits still and the broad benchmark is only marginally higher, which frames today as a name-specific catalyst.

#trials

On August 6, PureCycle Technologies (NASDAQ:PCT) reported second-quarter results for the period ended June 30, and buried in the numbers was something the plastics recycler has chased for years: an actual branded product on store shelves. Select Downy detergent caps made with PureCycle's PureFive resin entered commercial production for Procter & Gamble during the quarter, the first tangible sign the company's purification technology can clear a major consumer brand's supply chain. Revenue came in at $4.5 million, up roughly 173% from a year earlier and the sixth straight quarter of sequential growth.
The Downy win was not an isolated event. PureCycle said select Tide caps are scheduled for retail production in the third quarter, with Vicks ZzzQuil PURE Zzzs child-resistant lids targeted for the fourth quarter of 2026. Seven customer conversions took place during the quarter, alongside six new commercial partnerships spanning closures, automotive, film, and food packaging, including Amcor, Motherson, and Innovia Films. Regulation is doing real work here too. New Jersey's Department of Environmental Protection approved PureFive as post-consumer recycled content, a decision that arrives as the state's food contact exemption expires in January 2027 and its recycled content requirement climbs to 20%, while California's SB54 is already in effect.
Operationally, the Ironton facility's planned turnaround finished ahead of schedule and under budget, with more than 170 reliability and rate projects completed and inspections showing no corrosion on major equipment. On-site compounding, commissioned in April, is now running 24 hours a day, five days a week, with plans to expand to seven by the fourth quarter. PureCycle also picked up ISO 9001:2015 certification in May and closed the quarter with $236.9 million in total liquidity after a June capital raise.
The other side of the ledger is harder to ignore. PureCycle posted a net loss of $142.2 million for the quarter, and adjusted EBITDA actually widened to a loss of $31.7 million from a loss of $27.8 million a year earlier, a shift the company attributes to smaller non-cash addbacks rather than weaker operations. PureFive production fell to 4.5 million pounds for the quarter, a direct result of the planned turnaround, even though output was still up about 32% from a year ago. Growth is not coming cheap either. Full-year 2026 project spending guidance was raised to a range of $45 million to $50 million, up from the prior $39 million to $45 million.

#year #loss

(Table below reflects daily flows on September 9, 2026 and ******* et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)

#table #welcome #etfs

TRM Labs has doubled its valuation to $2 billion as the San Francisco blockchain **** ytics company expands beyond tracking crypto-related crime and moves deeper into artificial intelligence.
The company raised a $70 million Series C round in September at a $1 billion valuation. Six months later, TRM has secured additional funding from existing investors, CEO Esteban Castano told Fortune. He declined to disclose the size of the latest investment, describing it only as "modest."
Castano told the outlet that the company expects annual recurring revenue to reach $100 million in the coming weeks. TRM had about 500 employees as of early September, with offices in London, Singapore and Washington, D.C.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#september #billion #told #labs

By Maximilian Heath
BUENOS AIRES, Sept 9 (Reuters) - Argentina's corn exports are expected to reach a record 10 million metric tons in August and September, driven by a ***** per harvest and strong international demand as buyers seek ‌alternatives to Ukrainian supplies disrupted by war and European crops battered by extreme heat.
The world's third-largest corn exporter is ‌wrapping up its 2025/26 harvest, estimated at 71.7 million tons, nearly 20% above the previous record set five years ago, according to government data.
"Argentine corn right now is very competitive in price and in volume," Gustavo Idigoras, head of the CIARA-CEC grains exporters and crushers chamber, told Reuters. Normal export volumes for August-September typically reach about 3 million tons, he added.
Idigoras said demand from North African countries — typically buyers of Ukrainian grain — has been the primary driver. "In the last months we've had meetings with several North African countries, who want to have deeper commercial ties ‌with Argentine exporters," he said, without naming specific ⁠countries.

#countries #september #argentine #idigoras

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation (NASDAQ:CEG) offer different versions of that opportunity.
NRG is advancing a Bring Your Own Power strategy with a hyperscaler for a 1.2-gigawatt combined-cycle gas project in Texas. It also brought a 415-megawatt facility into commercial operation and reported $1.03 billion of second-quarter free cash flow before growth investments. The bull case is speed: pairing contracted data-center load with dispatchable generation can bypass part of the grid bottleneck. The bear case is project execution, fuel exposure, financing, and the possibility that forecast load never materializes.
Insider Monkey counted 59 hedge funds holding NRG Energy, Inc. (NYSE:NRG) at June 30, down from 76 at March 31. Israel Englander's Millennium Management nevertheless disclosed 4,257,712 shares, 115% more than in Q1. The contrast between a falling fund count and one manager's larger position argues against treating institutional sentiment as uniform.
Constellation brings the largest U.S. nuclear fleet plus gas **** ets acquired with Calpine. It raised full-year adjusted operating EPS guidance to $11.50 to $12.50 and said it had signed another 920 megawatts of long-term power agreements. The bull case is scarce around-the-clock clean generation. The bear case includes plant outages, regulatory intervention, integration risk, and the danger of overpaying to expand capacity during a demand boom.
Seventy-three hedge funds held Constellation Energy Corporation (NASDAQ:CEG) in Q2, down from 79 in Q1. Philippe Laffont's Coatue Management disclosed 4,632,475 shares at quarter-end; the available profile did not show a usable sequential activity figure, so no motive or timing is inferred.

#energy #management

Acciona has secured environmental approval from the General Directorate of Environmental Affairs for Electricity (DGAAE) of Peru's Ministry of Energy and Mines for two high-voltage transmission line projects.
The DGAAE has endorsed the Environmental Impact ******* sments for the ITC 220kV Caclic-Jaén Norte Link and the 220kV Ica-Poroma Link, including their ******* ociated substations.
The approved projects cover the construction, operation and maintenance of the infrastructure over a 30-year concession period.
The Caclic-Jaén line is expected to strengthen the electricity grids in the Cajamarca and Amazonas regions, with a particular focus on the Bagua-Jaén Electricity System.
The development aims to deliver a more reliable service that can meet future local energy demand and support the region's economic activity.

#caclic #energy #line #acciona

On August 6, Peloton Interactive (NASDAQ:PTON) reported results for its fiscal fourth quarter and full year ended June 30, and the headline number is one the company has chased for years: a full year of positive net income. Total revenue for fiscal 2026 came in at $2.446 billion, and quarterly revenue of $608 million ticked up $1 million from a year earlier. The bigger story sits beneath the top line, in a business that finally converted cost cuts into cash while its subscriber base kept shrinking.
Fiscal 2026 marked the first time in Peloton's history that the company posted positive net income and operating income for a full year, with GAAP net income landing at $63 million. Adjusted EBITDA rose 16% year over year to $468 million, even after absorbing a $23.8 million nonrecurring legal accrual tied to patent litigation in the fourth quarter. Free cash flow climbed to $378 million, up $54 million, and management used that cash to cut net debt by 80% to just $93 million from $459 million a year earlier. CEO Peter Stern credited the turnaround to an improved revenue trajectory paired with cost restructuring, and the company said it exceeded its own target of more than $100 million in run-rate savings by the end of the fiscal year.
Growth is showing up outside the core bike and treadmill business too. The Commercial Business Unit grew revenue by double digits for the year, Peloton expanded its digital footprint through a partnership with Spotify, and it closed the acquisition of Skōp to push further into connected Pilates. Microstores beat their internal sales goals as an efficient in-person retail channel, and Peloton plans to double that store fleet in fiscal 2027. New training programs also drove engagement, with the Pace Your Race Marathon Training Program and a Live Spring Cross-Training Plan generating more than 850,000 completed workouts in the fourth quarter alone.
The profitability story cannot hide what is happening to the customer base. Ending Paid Connected Fitness Subscriptions fell 8.8% year over year to 2.553 million, and monthly churn rose to 2.2% in the fourth quarter from 1.8% a year earlier. Hardware sales are choppy too. Connected Fitness Products revenue dropped 14% year over year in the quarter to $171 million, and gross margin on that hardware segment swung to 13.4% from 17.3% a year ago before recovering some ground quarter over quarter. Peloton's own guidance signals the subscriber slide is not over.

#year #revenue #fourth #connected

Citigroup Inc. (C), headquartered in New York, is a diversified financial service holding company that provides various financial product and services to consumers, corporations, governments, and institutions. With a market cap of $226.1 billion, the company's services include investment banking, retail brokerage, corporate banking, and cash management products and services.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and C definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the banks - diversified industry. Citigroup's competitive strength lies in its multiyear transformation focused on modernizing and consolidating its infrastructure, retiring legacy platforms and automating manual processes, which is enhancing operational resilience, strengthening risk management, and enabling it to serve its global client base with more advanced, technology-led solutions.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#Stock #infrastructure #market

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.
If you want to earn rewards on your everyday purchases without the hassle of tracking bonus rewards categories, the Wells Fargo Active Cash® Card is a standout credit card option. It has a higher-than-usual flat rewards rate of 2% on all purchases, no annual fee, and includes a generous intro APR.
For a no-annual-fee card, the Wells Fargo Active Cash offers some surprising benefits.
Cellphone protection: Use the card to pay your cellphone bill and you'll automatically receive cellphone protection. This benefit reimburses you up to $600 — subject to a $25 deductible — if your phone is stolen or damaged. There's also a maximum of two paid claims (and $1,200) per 12-month period.

#active

With a market cap of $154.5 billion, Uber Technologies, Inc. (UBER) is a global technology company that provides a platform for transportation, delivery, and logistics services. The company's offerings span Mobility, Delivery, and Freight, providing transportation, food and retail ordering, and logistics solutions through its digital marketplace.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Uber Technologies fits this criterion perfectly, exceeding the mark. Uber continues to expand its ecosystem by integrating financial partnerships, advertising services, and white-label delivery solutions.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#uber #technologies

On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report. The upgrade is based on an expected improvement in North American agricultural fundamentals in 2027.
Baird expects mid-2027 corn futures to move above farmer breakeven levels, while soybean economics are also improving. Deteriorating crop conditions and tighter projected stocks-to-use ratios could support higher crop prices and improve per-acre farmer margins.
That matters for Deere because stronger farm profitability typically gives farmers more room to purchase large tractors, combines, planters, and other equipment. The timing is important because Deere's management has previously indicated that 2026 should represent the bottom of the current agricultural equipment cycle. At the same time, the company's Production & Precision Agriculture business remains under pressure, showing that the expected recovery has not fully reached its results yet.
Photo by Sebastian Gómez on Unsplash
The biggest bullish argument is that higher corn and soybean prices could signal the start of a new agricultural equipment replacement cycle. Farmers have delayed major machinery purchases during the downturn, so sustained improvement in crop economics could unlock pent-up demand.

#baird

Investing $100 per month doesn't seem like enough to build real wealth. Even after 30 years, the $36,000 total you'd have invested by that point probably wouldn't even last 12 months.
But that leaves out the most important part of the long-term investing equation: compounding growth.
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 »
Historically, the S&P 500 (SNPINDEX: ^GSPC) has generated an average annual return of around 10%. There's no guarantee that investors will get that same return going forward, but it does demonstrate how a portfolio can really grow when even modest monthly investments are consistently made over time.
Let's imagine that you invest that same $100 per month and capture the S&P 500's long-term average annual return of 10%. After 30 years, you'd have invested $36,000, but the overall value of your portfolio would grow to approximately $226,000.

#even #total #flashing

Archer Aviation Inc. (NYSE:ACHR)'s shares are up by over 36% in the past month, as of the close on August 14, amid growing optimism among investors over the company's future growth and revenue diversification as it moves beyond air-taxis towards a defense and AI story.
Photo by Arturo Añez on Unsplash
On August 10, the company announced that it was acquiring Boeing's Wisk Aero, SkyGrid, and Insitu business units, as part of a definitive agreement that will see the planemaker take a nearly 20% stake in Archer Aviation Inc. (NYSE:ACHR).
The deal will combine capabilities in autonomy, eVTOL aircraft, and uncrewed aircraft systems, resulting in an end-to-end physical AI platform for aerospace and defense, the firm said in a press release.
The agreement adds drone maker Insitu to the company's portfolio, a profitable business that generates over $200 million in annual revenue. Its takeover, along with those of Wisk Aero and SkyGrid, will provide access to Boeing's advanced autonomous flight technologies and strengthen Archer's position in defense and commercial logistics.

#wisk

Bitcoin will overtake gold, and it could happen as soon as the next bull run, Binance founder Changpeng Zhao told a conference audience in Hong Kong on Thursday.
"I think Bitcoin will, for sure, become more important than gold," Zhao said during a session at Bitcoin Asia billed as "The Bitcoin Century," when asked whether the **** et would outrank bullion for sovereign holders.
The obstacle is institutional rather than technical, he argued. Large countries already have mechanisms for valuing gold and holding it, and replacing that apparatus takes years. For those countries to "shift into Bitcoin" will take time, but it will happen, he said, noting that the market value gap between gold and BTC has narrowed to roughly tenfold.
"I think Bitcoin will overtake gold pretty soon," he said, adding that, "In the next bull run, it could happen." Bitcoin, he added, is "just a much better **** et than gold," joking that long-time Bitcoin critic Peter Schiff would disagree.
Zhao told the audience he routinely advises governments to build a crypto reserve, and that his recommendation for how is "pretty simple and it's a little bit self-serving." Strip out stablecoins, take the five largest cryptocurrencies that remain, and weight them by market capitalization. That yields roughly 50% Bitcoin, 10% to 20% Ethereum, and a slice for BNB, the token of the exchange he founded.

#zhao #audience

Every fall, a certain orange cup shows up on social media feeds and coffee counters nationwide. For Starbucks (SBUX) shareholders, that cup means something more than nostalgia this year.
Aug. 25 marks the return of Pumpkin Spice Latte season at Starbucks coffeehouses nationwide, according to a company statement. It also arrives as the coffee giant shows signs of a turnaround, which investors have been watching all year closely.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.

#computing #shows

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.
It's another week of only small moves in mortgage rates as bond market pressures continue to hold interest rates in a narrow range. The Yahoo Finance weekly survey ranks lenders by the lowest annual percentage rate (APR), which includes lender fees. Read on to see the 10 lenders with the lowest rates this week.
See our top picks for mortgage lenders for first-time home buyers.
Here are the 10 mortgage lenders with the best interest rates this week, as determined by our survey of the lowest mortgage rates on 30-year, fixed-rate conventional loans. The following numbers are each lender's annual percentage rate (APR).
Better: 6.278%

#rate

In a statement on 20 August 2026, the Directorate-General for Competition, Consumer Affairs and Fraud Control (DGCCRF) said Boohoo had mislabelled synthetic products as "leather," "faux leather," and "suede," breaching French rules governing the accurate description of textiles and footwear.
An investigation by the DGCCRF's National Directorate for Investigative Operations found that Boohoo failed to provide legally required information on the composition of textile products and the materials used for shoe uppers, linings, and soles.
The regulator also identified additional instances of misleading commercial practices. Boohoo was found to have advertised price reductions online that did not accurately reflect real discounts.
According to the DGCCRF, 40% of the **** ysed promotions offered no genuine saving, 7% provided a smaller discount than advertised, and 48% of the cases represented a price increase.
The Paris Public Prosecutor approved a criminal settlement requiring Boohoo.com UK to pay the fine to the State Treasury, which the company has done.

#dgccrf

Chief Executive Officer Jason M. Hollar sold nearly 125,000 shares of Cardinal Health, Inc. (NYSE:CAH) for $29.4 million on August 18 and August 19, according to an SEC Form 4 filing.
Metric
Value
Shares sold
124,529

#sold #jason

SoFi and Upstart each remain down 33% year to date despite Wednesday's rally, as falling Treasury yields rather than any company news drove the 6 to 8% fintech rebound.
FINX sits down 12% year to date, and Upstart's 0.6% fund weighting means even an 8% single-day surge barely registers at the portfolio level.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Affirm didn't make the cut. Grab the names FREE today.
Fintech names are rebounding at midday Wednesday. SoFi Technologies (NASDAQ:SOFI) stock is up 6% to $18.66, Upstart Holdings (NASDAQ:UPST) stock is up 8% to $31.58, and Affirm Holdings (NASDAQ:AFRM) stock is up 7% to $78.55. The move follows a sharp retreat in long-end Treasury yields.
The Treasury Department stated it would increase buybacks of long-dated government debt "by at least double" for securities from the 10-year to 30-year sector. The 10-year Treasury yield fell 5 basis points to 4.65%, and the 30-year yield declined 8 basis points to 5.2% after hitting its highest level since 2007 earlier this week.

#year #NASDAQ #Stock

Marine fuel services provider CBL International (NASDAQ:BANL) released its unaudited H1 2026 financial report, marking a strategic turn back into the black driven by Middle East supply route shifts and tighter expense management.
Revenue: US$395.59M (+49.2% YoY).
Sales volume growth: +10.9% YoY.
Gross profit: US$6.53M (+140.5% YoY).
Gross margin: 1.65% (+63 bps YoY).

#marine #NASDAQ #middle #revenue

Datadog, Inc. (NASDAQ:DDOG) is a cloud infrastructure and application monitoring platform. Its shares are up by 102% over the past year and by 88% year-to-date. The shares closed a stunning 19% lower on August 6th after Datadog, Inc. (NASDAQ:DDOG) reported its second quarter earnings. On that same day, Cramer commented on the stock as the earnings hit the wires and called it a momentum play:
"I look at a company like DataDog, and DataDog, I'm going to be a little glib here by saying, people think it never misses. Now, when you go over DataDog line by line by line, and it's not that big. . .They're just momentum stocks, that people think, you know what, aren't so good."
As is the case with most software stocks, Datadog, Inc. (NASDAQ:DDOG)'s narrative is also about whether the firm will be able to stand on its own against the rise in AI platforms that enable businesses to develop their own software. On this front, the second quarter earnings provided key insights into the split between the bulls and the bears. During the quarter, Datadog, Inc. (NASDAQ:DDOG)'s revenue grew by 36% annually. The firm also raised its full year revenue per share guidance to $4.45 - $4.47 and its earnings per share outlook to $2.50 - $2.54. The positive aspects of the earnings led Datadog, Inc. (NASDAQ:DDOG)'s bulls to point out that the firm was experiencing significant tailwinds from AI catalysts.
However, the bears counter by pointing towards Datadog, Inc. (NASDAQ:DDOG)'s full year revenue outlook. While the firm increased the full year revenue guidance to $4.45 billion to $4.47 billion, this figure fell below the ***** yst estimates of $4.69 billion. Behind the miss was Datadog, Inc. (NASDAQ:DDOG)'s announcement that a major AI company was dialing down its usage. While Datadog, Inc. (NASDAQ:DDOG) didn't disclose the customer's name, some ***** ysts were worried about OpenAI reducing usage before the earnings. The bears use this development to argue that future similar departures could create tailwinds for Datadog, Inc. (NASDAQ:DDOG). The bears combine these worries with the firm's high forward P/E ratio of 107 to remark that the firm could suffer more than most.
Shifting towards the hedge funds, 75 out of the 1,041 hedge funds part of Insider Monkey's Q4 2025 database had held Datadog, Inc. (NASDAQ:DDOG)'s shares. This figure jumped to 80 out of 1,022 funds in Q1 2026. In terms of movement, the hedge fund stakes are quite interesting. In Q1, the biggest stakeholder was Citadel Investment Group, whose $319 million stake marked a 200% jump. Others, such as Millennium Management and Balyasny ***** et Management grew their stakes by 740% and 1,663%. Short interest as a percentage of float was 4% as of July end.

#datadog #NASDAQ #bears #revenue

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.
Management is pivoting the company from a lunar delivery specialist to a 'next-generation **** e prime' capable of building, connecting, and operating integrated **** e infrastructure.
Revenue growth of over 4x year-over-year was primarily driven by execution across satellite manufacturing, CLPS missions, and the Near **** e Network Services (NSNS) programs.
Strategic acquisitions of Lanteris, KinetX, and Goonhilly Earth Station have expanded the addressable market from $20 billion to over $150 billion by adding satellite production, deep **** e navigation, and ground segment capabilities.
The company is intentionally investing in inventory and production capacity ahead of contract awards to meet increasing customer demands for faster delivery and higher volume.

#space #satellite #NVIDIA

Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door.
In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million hole in Datadog's revenue. The stock brushed it off and nearly doubled over the following year.
On August 6, the warning arrived anyway, delivered not by a bearish **** yst but by Datadog's own management.
The company beat second-quarter revenue and earnings estimates and raised its full-year guidance for a third straight quarter. Investors sold the stock down as much as 19% the same day, according to The Motley Fool.
Related: Datadog's largest customer renews deal but cuts usage

#warning #july #guggenheim

SpaceX's $100 billion lockup expiration more than doubled its tradable float yet shares gained over 5% as markets had already priced in the risk.
ARK Invest and retail buyers absorbed the unlock while ~35% short interest created conditions for short covering that lifted shares.
The overhang persists as roughly $800 billion in additional ****** eX shares become eligible for sale through October.
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For weeks, investors have focused on one date they believed could unleash another wave of selling in one of 2026's most closely watched IPOs.

#Invest #short #active

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specialized memory interface designers like Rambus Inc. (NASDAQ:RMBS) are key to data center design. That said, as semiconductor companies pivot their business models from high-margin IP licensing to direct chip manufacture, investors have started to evaluate gross margin trends and capital intensity instead of just top-line growth.
Rambus Inc. (NASDAQ:RMBS) displayed significant top-line performance on July 27, generating the highest quarterly revenue in the company's history for Q2 2026. Total revenue increased by 20% year-over-year and 15% sequentially to $207.4 million, exceeding the ****** yst forecast of $198.3 million. The product revenue segment, which includes memory interface chips related directly to server and AI data center installations, increased 22% year-over-year to $99.2 million, owing to the rollout of complete DDR5 9600 chipsets and growing server-memory content.
Management supported this momentum with optimistic third-quarter 2026 guidance that projected revenue between $210 million and $216 million, and GAAP diluted EPS of $0.59 to $0.67. This outlook was further bolstered by recent operational achievements, including the early commercial adoption of its DDR5 9600 chipsets and a significant HBM IP design win with a Tier-1 hyperscaler.
Despite record revenue and strong forward guidance, Rambus Inc. (NASDAQ:RMBS) shares fell as much as 20% in the sessions following the earnings announcement, with gross margin developments and evolving financial profiles driving institutional selling. Product gross margin landed in the low-60% area during the quarter, within management's 60% to 65% long-term target, though drifting toward the lower end due to product mix variations and supply chain cost pressures. More significantly, the trailing-twelve-month net margin decreased from 35.5% in the previous year to 31.7%.
Valuation multiples bring further scrutiny to these margin worries. Even after the 20% decline, Rambus Inc. (NASDAQ:RMBS) trades at a high forward price-to-earnings multiple of 24.27x. This marks a considerable premium to more mainstream AI semiconductor leaders like Broadcom (19.92x) and NVIDIA (20x). Trading at such a premium multiple leaves no room for execution delays or continued margin erosion, explaining why the market punished the company even with headline gains.

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Synopsys (SNPS) stock jumped more than 4% on Monday after the company unveiled autonomous AI workflows for chip design at the 2026 DAC Chips to Systems Conference.
The new technology, developed in collaboration with Microsoft (MSFT) and already being evaluated by AMD (AMD), marks another step toward automating complex semiconductor engineering tasks with AI agents. The announcement reinforces Synopsys' leadership in electronic design automation (EDA) software at a time when demand for AI chips continues to accelerate.
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