1 hr. ago
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Contech giant Procore has entered an agreement to acquire DroneDeploy, a prominent robotics and visual intelligence platform that's used in over 180 countries, according to a Wednesday announcement. Procore will acquire the firm for $845 million in cash, subject to customary purchase price adjustments.
When the acquisition closes later this year, Procore and DroneDeploy will sell one another's solutions to their client base, Ajei Gopal, president and CEO of Procore, said in the announcement.
The combination will create a veritable ocean of construction data. By pairing the two tech companies' capabilities, builders will be able to use cameras, drones and robots to regularly evaluate jobsites and automatically initiate appropriate responses securely, compliantly and in context, per the announcement.
The deal underscores the power of data control in a landscape dominated by artificial intelligence. Simply put, data is king.
#data #dive #intelligence
Contech giant Procore has entered an agreement to acquire DroneDeploy, a prominent robotics and visual intelligence platform that's used in over 180 countries, according to a Wednesday announcement. Procore will acquire the firm for $845 million in cash, subject to customary purchase price adjustments.
When the acquisition closes later this year, Procore and DroneDeploy will sell one another's solutions to their client base, Ajei Gopal, president and CEO of Procore, said in the announcement.
The combination will create a veritable ocean of construction data. By pairing the two tech companies' capabilities, builders will be able to use cameras, drones and robots to regularly evaluate jobsites and automatically initiate appropriate responses securely, compliantly and in context, per the announcement.
The deal underscores the power of data control in a landscape dominated by artificial intelligence. Simply put, data is king.
#data #dive #intelligence
1 hr. ago
By Nora Eckert
DETROIT, July 30 (Reuters) - Ford CEO Jim Farley told employees in a town hall on Thursday that the company is preparing for the possibility that Chinese automakers could enter the American market in the next five to 10 years, even though the country has erected numerous trade barriers to cars from China, according to three people who viewed the meeting.
Farley has been among the most vocal about how competitive Chinese auto giants like BYD are in the industry. Ford is preparing to roll out a family of affordable electric vehicles that it engineered from the ground up to match the cost and efficiency of the Chinese companies.
The Ford chief, along with other senior leaders, said in a question-and-answer portion of the town hall that it is more likely Chinese companies would enter the market at the latter end of that range. The comments come as the U.S. Senate is pushing to expand a ban on Chinese car sales in the world's second-largest and most lucrative auto market.
A Ford spokesperson declined to comment on discussions that took place during a private meeting with employees.
#employees #town #enter
DETROIT, July 30 (Reuters) - Ford CEO Jim Farley told employees in a town hall on Thursday that the company is preparing for the possibility that Chinese automakers could enter the American market in the next five to 10 years, even though the country has erected numerous trade barriers to cars from China, according to three people who viewed the meeting.
Farley has been among the most vocal about how competitive Chinese auto giants like BYD are in the industry. Ford is preparing to roll out a family of affordable electric vehicles that it engineered from the ground up to match the cost and efficiency of the Chinese companies.
The Ford chief, along with other senior leaders, said in a question-and-answer portion of the town hall that it is more likely Chinese companies would enter the market at the latter end of that range. The comments come as the U.S. Senate is pushing to expand a ban on Chinese car sales in the world's second-largest and most lucrative auto market.
A Ford spokesperson declined to comment on discussions that took place during a private meeting with employees.
#employees #town #enter
2 hours ago
Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents and other machine identities will grow as enterprises deploy autonomous software across their operations.
The identity management company did not disclose the terms of the transaction. But TechCrunch has learned that the acquisition is valued at just under $200 million and is structured as an almost all-cash deal, according to a source with knowledge of the deal. A spokesperson for Okta did not dispute the $200 million figure when TechCrunch asked CEO Todd McKinnon for comment about the deal, but the company would not comment on specifics of the deal terms.
The deal is expected to close in the third quarter of its fiscal 2027, Okta said, subject to customary closing conditions.
Okta's move to buy Permiso comes as identity management companies seek to expand beyond verifying users at login to continuously monitoring what users, applications, and AI agents do once gaining authorized access to a network environment. That shift has intensified competition to secure machine identities as enterprises embed AI deeper into everyday operations.
Permiso, which emerged from stealth in 2022, develops software that helps security teams spot suspicious activity in cloud environments after users or applications have been granted access. More recently, the startup has expanded its platform to monitor AI agents and other machine identities.
#identity
The identity management company did not disclose the terms of the transaction. But TechCrunch has learned that the acquisition is valued at just under $200 million and is structured as an almost all-cash deal, according to a source with knowledge of the deal. A spokesperson for Okta did not dispute the $200 million figure when TechCrunch asked CEO Todd McKinnon for comment about the deal, but the company would not comment on specifics of the deal terms.
The deal is expected to close in the third quarter of its fiscal 2027, Okta said, subject to customary closing conditions.
Okta's move to buy Permiso comes as identity management companies seek to expand beyond verifying users at login to continuously monitoring what users, applications, and AI agents do once gaining authorized access to a network environment. That shift has intensified competition to secure machine identities as enterprises embed AI deeper into everyday operations.
Permiso, which emerged from stealth in 2022, develops software that helps security teams spot suspicious activity in cloud environments after users or applications have been granted access. More recently, the startup has expanded its platform to monitor AI agents and other machine identities.
#identity
3 hours ago
Rivian Automotive (RIVN) investors have July 30 circled on their calendars, when the electric vehicle (EV) maker is scheduled to report its second-quarter 2026 earnings after the market closes. The report arrives at a pivotal moment for the company, with optimism around its next-generation R2 platform growing, and production and delivery trends improving.
After raising its full-year delivery outlook earlier this month, Rivian now faces heightened expectations to prove that its operational momentum is translating into stronger financial performance. The upcoming results and, more importantly, management's outlook could determine whether Rivian has further room to run or whether investors should brace for renewed volatility.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #whether #automotive
After raising its full-year delivery outlook earlier this month, Rivian now faces heightened expectations to prove that its operational momentum is translating into stronger financial performance. The upcoming results and, more importantly, management's outlook could determine whether Rivian has further room to run or whether investors should brace for renewed volatility.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #whether #automotive
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time
3 hours ago
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#javascript #page #tools
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3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#carillon #fund #letter #investment
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Teradyne, Inc. (NASDAQ:TER). Teradyne, Inc. (NASDAQ:TER) engages in the design, development, manufacture, and sale of automated test systems and robotics products. On July 29, 2026, Teradyne, Inc. (NASDAQ:TER) closed at $319.41 per share. One-month return of Teradyne, Inc. (NASDAQ:TER) was -13.46% and its shares gained 197.32% over the past 52 weeks. Teradyne, Inc. (NASDAQ:TER) has a market capitalization of $50 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Teradyne, Inc. (NASDAQ:TER) in its Q2 2026 investor letter:
"Teradyne, Inc. (NASDAQ:TER) provides tester equipment for the semiconductor industry and other end markets. AI-related demand for memory and custom silicon chips has led to very strong orders for Teradyne's equipment. Investors also have appreciated the company's potential to take market share from some of its largest customers."
Teradyne, Inc. (NASDAQ:TER) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Teradyne, Inc. (NASDAQ:TER) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of Teradyne, Inc. (NASDAQ:TER) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Teradyne, Inc. (NASDAQ:TER) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#carillon #fund #letter #investment
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."
#carillon #defense
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Karman Holdings Inc. (NYSE:KRMN). Karman Holdings Inc. (NYSE:KRMN) engages in designing, testing, and manufacturing mission-critical systems in the United States. On July 29, 2026, Karman Holdings Inc. (NYSE:KRMN) closed at $45.59 per share. One-month return of Karman Holdings Inc. (NYSE:KRMN) was -19.12% and its shares gained -11.82% over the past 52 weeks. Karman Holdings Inc. (NYSE:KRMN) has a market capitalization of $6.04 billion with a 52-week trading range between $43.68 - $118.38.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q2 2026 investor letter:
"Karman Holdings Inc. (NYSE:KRMN) provides components and systems for existing and emerging missile, defense, and **** e programs. The company's stock underperformed after Karman reported quarterly organic growth that came in slightly below market expectations. Ongoing noise surrounding next year's defense budget also has weighed on most defense company valuations in recent months. Despite these near-term dynamics, Karman's positioning as a supplier to a wide range of the most rapidly growing military programs – spanning hypersonics, strategic missile defense, tactical munitions, and **** e and launch operations – provides significant visibility toward robust organic growth for the foreseeable future."
#carillon #defense
3 hours ago
Honeywell Technologies (NASDAQ:HON) used to be one giant company that made everything from thermostats to jet engines. Not anymore. Over the past year, it split into three separate public companies: Solstice Advanced Materials, spun off last October; Honeywell Aerospace, spun off just last month; and Honeywell Technologies, the automation business that's left, which is what CEO Vimal Kapur now runs. This week's earnings report was the first one for Honeywell Technologies as its own standalone firm, and the stock jumped more than 5% on the news.
Since the aerospace spinoff only finished right at the end of the quarter, this report still includes some of Honeywell Aerospace's results mixed in, which makes straight comparisons tricky. Total revenue, including that leftover aerospace piece, came in at $9.72 billion, up 4% from a year ago and beating the roughly $9.5 billion **** ysts expected. Strip aerospace back out, and revenue for just the automation business was $5.19 billion, up 3%, beating the $5.02 billion Wall Street had modeled specifically for the smaller, standalone company.
On profit, adjusted earnings per share, including the leftover aerospace results came in at $4.52, actually down 4% from $4.72 a year earlier. On a standalone basis without aerospace, adjusted earnings were $1.95 a share, up 10% from $1.77 a year ago and beating the $1.82 **** ysts expected for the new, smaller Honeywell Technologies. There was also a one-time boost: net profit under standard accounting rules hit $5.68 billion, largely because of a $6.63 billion one-time accounting gain tied to deconsolidating Quantinuum, Honeywell's quantum computing venture, a separate transaction from the aerospace spin-off, not from the actual operating business doing better.
That raises a real question. Is this a genuinely strong first quarter as a standalone firm, or does the messy, one-time nature of a spinoff quarter make it hard to tell what Honeywell Technologies (NASDAQ:HON) actually looks like going forward?
All three of Honeywell's remaining automation segments grew organically, and orders for the standalone business overall grew 16%, with backlog reaching about $20 billion. Building Automation was the standout, with organic sales up 9% and orders up 13%, driven by strong demand from data centers and hotels. Industrial Automation grew sales 4% organically on strong demand for sensing and measurement equipment. Process Automation, the one segment with sales down slightly this quarter, actually saw orders surge 24%, with Middle East orders alone up more than 50% on refurbishment projects, and management expects a "sharp inflection" in that segment's growth starting in the third quarter. Kapur said the results reflect a "year-plus long process to simplify our business," and that the benefits are already showing up.
#automation #technologies #year #business
Since the aerospace spinoff only finished right at the end of the quarter, this report still includes some of Honeywell Aerospace's results mixed in, which makes straight comparisons tricky. Total revenue, including that leftover aerospace piece, came in at $9.72 billion, up 4% from a year ago and beating the roughly $9.5 billion **** ysts expected. Strip aerospace back out, and revenue for just the automation business was $5.19 billion, up 3%, beating the $5.02 billion Wall Street had modeled specifically for the smaller, standalone company.
On profit, adjusted earnings per share, including the leftover aerospace results came in at $4.52, actually down 4% from $4.72 a year earlier. On a standalone basis without aerospace, adjusted earnings were $1.95 a share, up 10% from $1.77 a year ago and beating the $1.82 **** ysts expected for the new, smaller Honeywell Technologies. There was also a one-time boost: net profit under standard accounting rules hit $5.68 billion, largely because of a $6.63 billion one-time accounting gain tied to deconsolidating Quantinuum, Honeywell's quantum computing venture, a separate transaction from the aerospace spin-off, not from the actual operating business doing better.
That raises a real question. Is this a genuinely strong first quarter as a standalone firm, or does the messy, one-time nature of a spinoff quarter make it hard to tell what Honeywell Technologies (NASDAQ:HON) actually looks like going forward?
All three of Honeywell's remaining automation segments grew organically, and orders for the standalone business overall grew 16%, with backlog reaching about $20 billion. Building Automation was the standout, with organic sales up 9% and orders up 13%, driven by strong demand from data centers and hotels. Industrial Automation grew sales 4% organically on strong demand for sensing and measurement equipment. Process Automation, the one segment with sales down slightly this quarter, actually saw orders surge 24%, with Middle East orders alone up more than 50% on refurbishment projects, and management expects a "sharp inflection" in that segment's growth starting in the third quarter. Kapur said the results reflect a "year-plus long process to simplify our business," and that the benefits are already showing up.
#automation #technologies #year #business
3 hours ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 23, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $103.12 per share, reflecting a market capitalization of $22.35 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of -10.60%, and its shares lost 7.00% over the past 52 weeks.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company underperformed primarily because first-quarter Brinsupri sales, which were ahead of consensus estimates, fell short of more bullish estimates. Fortunately, second-quarter prescription trends have been strong and point to sales closer to the high end of consensus expectations."
Insmed Incorporated (NASDAQ:INSM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) 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.
#insmed #company
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focusing on developing therapies for patients with serious and rare diseases. On July 23, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $103.12 per share, reflecting a market capitalization of $22.35 billion. Insmed Incorporated (NASDAQ:INSM) posted a one-month return of -10.60%, and its shares lost 7.00% over the past 52 weeks.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Insmed Incorporated (NASDAQ:INSM) is a biopharmaceutical company focused on developing and commercializing therapies for serious and rare diseases. The company underperformed primarily because first-quarter Brinsupri sales, which were ahead of consensus estimates, fell short of more bullish estimates. Fortunately, second-quarter prescription trends have been strong and point to sales closer to the high end of consensus expectations."
Insmed Incorporated (NASDAQ:INSM) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Insmed Incorporated (NASDAQ:INSM) at the end of the first quarter which was 75 in the previous quarter. While we acknowledge the potential of Insmed Incorporated (NASDAQ:INSM) 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.
#insmed #company
4 hours ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
4 hours ago
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#reference #denied #automation
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#reference #denied #automation
4 hours ago
CPKC set a second-quarter revenue record and saw its operating income rise on the strength of grain, automotive, and energy-related shipments.
"The performance, if you look at it, reflects the strength of the CPKC (NYSE: CP) franchise, the resilience of our business mix, and the continued benefits of uniquely connecting Canada, U.S., and Mexico," Chief Executive Keith Creel told ******* ysts and investors on the railway's earnings call Wednesday.
Operating income increased 10%, to US$1.06 billion, as revenue grew 13%, to $3 billion. Earnings per share, adjusted for the impact of one-time items, increased 13%, to $0.91.
The railway's operating ratio was 64.6%, a 0.9-point increase over a year ago as operating expenses increased 14%, with fuel costs up 53% for the quarter.
Volume was up 4% for the quarter when based on revenue ton-miles, CPKC's preferred metric, but flat when measured by carloads and containers. "During the quarter, we established volume records in grain; energy, chemicals, plastics; and automotive," Creel said.
#revenue #increased #cpkc
"The performance, if you look at it, reflects the strength of the CPKC (NYSE: CP) franchise, the resilience of our business mix, and the continued benefits of uniquely connecting Canada, U.S., and Mexico," Chief Executive Keith Creel told ******* ysts and investors on the railway's earnings call Wednesday.
Operating income increased 10%, to US$1.06 billion, as revenue grew 13%, to $3 billion. Earnings per share, adjusted for the impact of one-time items, increased 13%, to $0.91.
The railway's operating ratio was 64.6%, a 0.9-point increase over a year ago as operating expenses increased 14%, with fuel costs up 53% for the quarter.
Volume was up 4% for the quarter when based on revenue ton-miles, CPKC's preferred metric, but flat when measured by carloads and containers. "During the quarter, we established volume records in grain; energy, chemicals, plastics; and automotive," Creel said.
#revenue #increased #cpkc
4 hours ago
Valued at a market cap of $79.2 billion, General Motors Company (GM) is one of the world's largest automakers, designing, manufacturing, and selling cars, trucks, crossovers, and electric vehicles (EVs) under brands including Chevrolet, GMC, Cadillac, and Buick. Headquartered in Detroit, Michigan, the company has operations in more than 30 countries and sells vehicles across North America, China, South America, and other international markets.
General Motors has left the broader market in the dust over the past year. The automaker's shares have soared 71.6% over this time frame, dramatically outpacing the S&P 500 Index ($SPX), which gained 14.8%. The momentum has carried into 2026, with the stock up 9.9%, exceeding SPX's 6.9% rise.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#company #chevrolet
General Motors has left the broader market in the dust over the past year. The automaker's shares have soared 71.6% over this time frame, dramatically outpacing the S&P 500 Index ($SPX), which gained 14.8%. The momentum has carried into 2026, with the stock up 9.9%, exceeding SPX's 6.9% rise.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#company #chevrolet
6 hours ago
Which Group of Six champion from the American Conference, Conference USA, MAC, Mountain West, Pac-12, and Sun Belt will get the automatic invite into this season's College Football Playoff?
Last season, James Madison from the Sun Belt and Tulane from the American each got in, but with ACC champion Duke left out, a change was made. Now, the champions from the ACC, Big Ten, Big 12, and SEC are automatically in, along with the top CFP-ranked conference champion.
Below are our picks to win each of the six leagues, followed by our ranking of which programs have the best chance to get the playoff call.
26: Winningest Programs Yet To Make the CFP
25: ACC Key Questions
24: Big 12 Key Questions
23: Big Ten Key Questions
22: Top 2027 NFL Draft Prospects
21: SEC Key Questions
20: What's Next in Realignment?
19. Ranking all 30 New Head Coaches
18. Who Has the Easiest Schedules?
17. Who Has the Hardest Schedules?
16. Who Might Be the Next Indiana?
Navy isn't quite as good as it was over the last few years, but it gets a few schedule breaks to be deep in the American Conference ****** le chase.
North Texas and Memphis are home dates, there's no East Carolina, Tulane, or USF to worry about, and the College Football Playoff committee would be forgiving if the Notre Dame game isn't pretty.
- Navy Team Preview
Three Other Top Options:Army, East Carolina, USF
Liberty has a chance to go on a wonderful run with no Jacksonville State to deal with and no games against Power Four programs.
Going to Kennesaw State is dangerous, and it may take two wins over Western Kentucky in three weeks to win the Conference USA ****** le, but the overall schedule is light enough to be in the picture all season long - if it can somehow pull off a win at James Madison to kick things off.
- Liberty Team Preview
Three Other Top Options:Jacksonville State, Kennesaw State, Western Kentucky
#state #belt #college
Last season, James Madison from the Sun Belt and Tulane from the American each got in, but with ACC champion Duke left out, a change was made. Now, the champions from the ACC, Big Ten, Big 12, and SEC are automatically in, along with the top CFP-ranked conference champion.
Below are our picks to win each of the six leagues, followed by our ranking of which programs have the best chance to get the playoff call.
26: Winningest Programs Yet To Make the CFP
25: ACC Key Questions
24: Big 12 Key Questions
23: Big Ten Key Questions
22: Top 2027 NFL Draft Prospects
21: SEC Key Questions
20: What's Next in Realignment?
19. Ranking all 30 New Head Coaches
18. Who Has the Easiest Schedules?
17. Who Has the Hardest Schedules?
16. Who Might Be the Next Indiana?
Navy isn't quite as good as it was over the last few years, but it gets a few schedule breaks to be deep in the American Conference ****** le chase.
North Texas and Memphis are home dates, there's no East Carolina, Tulane, or USF to worry about, and the College Football Playoff committee would be forgiving if the Notre Dame game isn't pretty.
- Navy Team Preview
Three Other Top Options:Army, East Carolina, USF
Liberty has a chance to go on a wonderful run with no Jacksonville State to deal with and no games against Power Four programs.
Going to Kennesaw State is dangerous, and it may take two wins over Western Kentucky in three weeks to win the Conference USA ****** le, but the overall schedule is light enough to be in the picture all season long - if it can somehow pull off a win at James Madison to kick things off.
- Liberty Team Preview
Three Other Top Options:Jacksonville State, Kennesaw State, Western Kentucky
#state #belt #college
8 hours ago
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer price sensitivity. Since average auto loan interest rates are still more than 8%, consumers are delaying expensive discretionary upgrades, extending payment terms, and challenging aggressive price hikes. Legacy OEMs have been forced to give up unrestricted EV capital expenditure targets because of the sharp slowdown amid an overall shift to electric vehicles. That said, not every auto manufacturer is performing on the same level, with General Motors Co (NYSE:GM) and Ford Motor Company (NYSE:F) serving as a case study on these dynamics.
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
9 hours ago
Cricket Ireland says "appropriate" security plans have been drawn up for the forthcoming men's one-day series against Afghanistan amid the possibility of protests.
The governing body has been liaising with stakeholders, including the Police Service of Northern Ireland (PSNI), to ensure the five ODIs pass off without incident.
Cricket Ireland's decision to host the series has been criticised because of the plight of women in Afghanistan who face severe restrictions on their rights and freedoms, with widespread barriers to education, employment, movement, public participation and personal autonomy under Taliban rule.
The first two ODIs will be played in Bready next Wednesday and Friday, with the remaining three fixtures at Stormont on 10, 12 and 15 August.
"Appropriate security measures are in place, and all necessary arrangements have been made to ensure the safety and security of players, supporters, officials and staff," Cricket Ireland told BBC Sport in a statement.
#Cricket #odis
The governing body has been liaising with stakeholders, including the Police Service of Northern Ireland (PSNI), to ensure the five ODIs pass off without incident.
Cricket Ireland's decision to host the series has been criticised because of the plight of women in Afghanistan who face severe restrictions on their rights and freedoms, with widespread barriers to education, employment, movement, public participation and personal autonomy under Taliban rule.
The first two ODIs will be played in Bready next Wednesday and Friday, with the remaining three fixtures at Stormont on 10, 12 and 15 August.
"Appropriate security measures are in place, and all necessary arrangements have been made to ensure the safety and security of players, supporters, officials and staff," Cricket Ireland told BBC Sport in a statement.
#Cricket #odis
10 hours ago
Jul. 31—GRAND FORKS — Jade Hastings sat next to his 8H sprint car outside Cookie's Lounge on Tuesday night.
A steady stream of fans approached him to buy his t-shirts, get an autograph, express their appreciation for his 13-year racing career and ask, "Is this really it?"
The Grand Forks driver, who has won the last three Northern Outlaw Sprint ****** ociation ****** les, posted on social media last Friday that he's stepping away from racing after a dust-up with NOSA over a Facebook post.
What started with a critique of track surfaces blew up into a fine, a point reduction, and ultimately, one of the region's top drivers planning an exit from the sport in the prime of his career.
"Nothing's final yet," Hastings said when asked if there's any chance he races again this season. "I'd say I'm for sure going to take a couple of weeks off here, because I feel that's what I need. . . just relax and then see how I feel after that. Right now, I don't necessarily want to race too bad. I think that's why I need some time to figure it out. In a couple weeks, if I feel different, we'll probably go to Huset's once or twice and maybe Cedar Lake in Wisconsin at the end of the year."
#racing #Career #last
A steady stream of fans approached him to buy his t-shirts, get an autograph, express their appreciation for his 13-year racing career and ask, "Is this really it?"
The Grand Forks driver, who has won the last three Northern Outlaw Sprint ****** ociation ****** les, posted on social media last Friday that he's stepping away from racing after a dust-up with NOSA over a Facebook post.
What started with a critique of track surfaces blew up into a fine, a point reduction, and ultimately, one of the region's top drivers planning an exit from the sport in the prime of his career.
"Nothing's final yet," Hastings said when asked if there's any chance he races again this season. "I'd say I'm for sure going to take a couple of weeks off here, because I feel that's what I need. . . just relax and then see how I feel after that. Right now, I don't necessarily want to race too bad. I think that's why I need some time to figure it out. In a couple weeks, if I feel different, we'll probably go to Huset's once or twice and maybe Cedar Lake in Wisconsin at the end of the year."
#racing #Career #last
11 hours ago
SummaryView Transcript
The logistics industry has a dirty little secret: trailers sit idle for 30-40% of their lifespan, costing carriers and shippers millions. Chris Hines, CEO of REPOWR, reveals how their new Trailer Optimization Platform (TOP) is transforming this inefficiency into opportunity. Discover how advanced data feeds and an execution layer can automate repositioning, boost utilization, and reduce operational costs. Learn why optimizing your "dumb boxes" is the next frontier in supply chain efficiency.
Trailers sit empty 30% to 40% of their working lives — and sometimes more — while every other link in the freight chain has been optimized. That is the core problem Repower is targeting with its new Trailer Optimization Platform, known as TOP, which automates the repositioning of trailer **** ets from surplus markets to deficit ones. CEO Chris Hines, a 44-year industry veteran, joined the Chattanooga-based startup to push it beyond its origins as a trailer marketplace and into an execution layer that carriers have long lacked.
The stakes are significant. A dry van trailer that cost $10,000 at the dawn of drop-and-hook operations now runs $50,000 depending on tariff conditions, Hines noted. Large carriers routinely run trailer-to-truck ratios of 2.5 to 3 to 1, meaning a fleet of 1,000 trucks could be managing 2,500 or more trailers — often tracked across a patchwork of TMS records, spreadsheets, and whiteboards. "Everything else is optimized in our chain," Hines said. "The gates are optimized, the dock's optimized, the truck's optimized, loads, fuel, but the trailers just lag behind."
"Visibility of the **** et is not enough. You need the execution layer and the automation to move the **** et to its next location." — Chris Hines, CEO, Repower
#optimized #chris #carriers #execution
The logistics industry has a dirty little secret: trailers sit idle for 30-40% of their lifespan, costing carriers and shippers millions. Chris Hines, CEO of REPOWR, reveals how their new Trailer Optimization Platform (TOP) is transforming this inefficiency into opportunity. Discover how advanced data feeds and an execution layer can automate repositioning, boost utilization, and reduce operational costs. Learn why optimizing your "dumb boxes" is the next frontier in supply chain efficiency.
Trailers sit empty 30% to 40% of their working lives — and sometimes more — while every other link in the freight chain has been optimized. That is the core problem Repower is targeting with its new Trailer Optimization Platform, known as TOP, which automates the repositioning of trailer **** ets from surplus markets to deficit ones. CEO Chris Hines, a 44-year industry veteran, joined the Chattanooga-based startup to push it beyond its origins as a trailer marketplace and into an execution layer that carriers have long lacked.
The stakes are significant. A dry van trailer that cost $10,000 at the dawn of drop-and-hook operations now runs $50,000 depending on tariff conditions, Hines noted. Large carriers routinely run trailer-to-truck ratios of 2.5 to 3 to 1, meaning a fleet of 1,000 trucks could be managing 2,500 or more trailers — often tracked across a patchwork of TMS records, spreadsheets, and whiteboards. "Everything else is optimized in our chain," Hines said. "The gates are optimized, the dock's optimized, the truck's optimized, loads, fuel, but the trailers just lag behind."
"Visibility of the **** et is not enough. You need the execution layer and the automation to move the **** et to its next location." — Chris Hines, CEO, Repower
#optimized #chris #carriers #execution
15 hours ago
One of the most long-awaited baseball cards, Shohei Ohtani's Gold Logoman autograph card, surfaced and was ***** ed up immediately for massive money.
Shohei Ohtani has become a huge name in baseball, with many fans ready to call him the greatest player of all time. As a hitter and pitcher, he has shattered long-held beliefs about what players can do.
As such, whenever his 1-of-1 Dual Gold Logoman card emerged, it was always going to be extremely valuable to collectors.
And this has come to pass in Boca Raton, Florida, with the valuable item turning up at the Boca Cards Store and immediately making millions for the collector that found it.
Photo by Harry How/Getty Images
#card #immediately
Shohei Ohtani has become a huge name in baseball, with many fans ready to call him the greatest player of all time. As a hitter and pitcher, he has shattered long-held beliefs about what players can do.
As such, whenever his 1-of-1 Dual Gold Logoman card emerged, it was always going to be extremely valuable to collectors.
And this has come to pass in Boca Raton, Florida, with the valuable item turning up at the Boca Cards Store and immediately making millions for the collector that found it.
Photo by Harry How/Getty Images
#card #immediately
16 hours ago
Four teenage athletes from the Apple Valley Gun Club took home a second-place trophy from this year's Scholastic Action Shooting national championship in the Rimfire Optic division.
In this competition, participants use a semi-automatic .22 pistol with a red dot optic to shoot steel targets at set distances. They are scored on both accuracy and speed.
The High Desert shooters was the only team to represent California at the Ohio competition. Coach Ryan Gunn says he wasn't expecting the team to do so well, given there were 2,800 registered competitors, and some rimfire optic teams had more than 10 shooters to the Apple Valley team's four.
He told the Daily Press that he and ***** istant coach Jake Morrison are proud of how each High Desert shooter did.
"They competed against shooters with world record ***** les," Gunn said. "Our team did an impressive job keeping up. We had a great time out there."
#desert #gunn
In this competition, participants use a semi-automatic .22 pistol with a red dot optic to shoot steel targets at set distances. They are scored on both accuracy and speed.
The High Desert shooters was the only team to represent California at the Ohio competition. Coach Ryan Gunn says he wasn't expecting the team to do so well, given there were 2,800 registered competitors, and some rimfire optic teams had more than 10 shooters to the Apple Valley team's four.
He told the Daily Press that he and ***** istant coach Jake Morrison are proud of how each High Desert shooter did.
"They competed against shooters with world record ***** les," Gunn said. "Our team did an impressive job keeping up. We had a great time out there."
#desert #gunn
19 hours ago
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.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ****** ysts Still Aren't Bullish on INTC
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#msft #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.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ****** ysts Still Aren't Bullish on INTC
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#msft #conference
20 hours ago
By Nora Eckert
DETROIT, July 30 (Reuters) - Ford CEO Jim Farley told employees in a town hall on Thursday that the company is preparing for the possibility that Chinese automakers could enter the American market in the next five to 10 years, even though the country has erected numerous trade barriers to cars from China, according to three people who viewed the meeting.
Farley has been among the most vocal about how competitive Chinese auto giants like BYD are in the industry. Ford is preparing to roll out a family of affordable electric vehicles that it engineered from the ground up to match the cost and efficiency of the Chinese companies.
The Ford chief, along with other senior leaders, said in a question-and-answer portion of the town hall that it is more likely Chinese companies would enter the market at the latter end of that range. The comments come as the U.S. Senate is pushing to expand a ban on Chinese car sales in the world's second-largest and most lucrative auto market.
A Ford spokesperson declined to comment on discussions that took place during a private meeting with employees.
#chinese #ford #market
DETROIT, July 30 (Reuters) - Ford CEO Jim Farley told employees in a town hall on Thursday that the company is preparing for the possibility that Chinese automakers could enter the American market in the next five to 10 years, even though the country has erected numerous trade barriers to cars from China, according to three people who viewed the meeting.
Farley has been among the most vocal about how competitive Chinese auto giants like BYD are in the industry. Ford is preparing to roll out a family of affordable electric vehicles that it engineered from the ground up to match the cost and efficiency of the Chinese companies.
The Ford chief, along with other senior leaders, said in a question-and-answer portion of the town hall that it is more likely Chinese companies would enter the market at the latter end of that range. The comments come as the U.S. Senate is pushing to expand a ban on Chinese car sales in the world's second-largest and most lucrative auto market.
A Ford spokesperson declined to comment on discussions that took place during a private meeting with employees.
#chinese #ford #market
23 hours ago
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23 hours ago
Digital advertising spending in 2026 is expected to expand unevenly. According to the IAB's 2026 Outlook Study, overall US ad spend is projected to grow by 9.5% this year, with social media advertising growing 14.6%, well outperforming the broader industry. However, growth is not evenly spread across advertiser sizes, with larger consumer firms lowering marketing expenditure as one of the fastest ways to maintain profitability amid wary consumers and narrowing margins.
That's the backdrop in which Reddit, Inc. (NYSE:RDDT) is placing a significant bet: while the biggest social platforms compete for the same narrowing pool of massive brand advertisers, Reddit is slowly opening the door to small and medium-sized businesses that couldn't previously manage the cost of creating a personalized ad campaign.
That shift became clear when Reddit, Inc. (NYSE:RDDT) released a beta version of Reddit Community Intelligence on July 10, an AI-powered, free-form ad generator that provides advertisers with AI-generated creative recommendations customized to certain communities instead of forcing them to start from scratch. The tool is deliberately designed to make campaign creation easier for advertisers targeting community-specific audiences, which have traditionally found platform advertising too resource-intensive to bother with.
Wall Street research desks realized the structural significance of the self-service shift. On July 13, Citizens ***** yst Andrew Boone confirmed his Market Outperform rating and $240 price target for Reddit, Inc. (NYSE:RDDT), citing automated self-service technologies as a key revenue driver. Boone emphasized that lowering friction for smaller advertisers enables Reddit to capture previously untapped performance budgets, resulting in long-term, lower-funnel revenue streams.
Crucially, Reddit's advertising momentum was accelerating even before the Community Intelligence tool shipped. On July 10, Jefferies, drawing on conversations with agencies, added that Reddit, Inc. (NYSE:RDDT) continued to gain share in social media advertising through the second quarter. Agencies said that this was due to the platform's large and growing audience, growing reach, and more personalized targeting, a read that preceded the Community Intelligence launch and shows the platform was already winning before the tool even shipped.
#rddt #advertising #growing
That's the backdrop in which Reddit, Inc. (NYSE:RDDT) is placing a significant bet: while the biggest social platforms compete for the same narrowing pool of massive brand advertisers, Reddit is slowly opening the door to small and medium-sized businesses that couldn't previously manage the cost of creating a personalized ad campaign.
That shift became clear when Reddit, Inc. (NYSE:RDDT) released a beta version of Reddit Community Intelligence on July 10, an AI-powered, free-form ad generator that provides advertisers with AI-generated creative recommendations customized to certain communities instead of forcing them to start from scratch. The tool is deliberately designed to make campaign creation easier for advertisers targeting community-specific audiences, which have traditionally found platform advertising too resource-intensive to bother with.
Wall Street research desks realized the structural significance of the self-service shift. On July 13, Citizens ***** yst Andrew Boone confirmed his Market Outperform rating and $240 price target for Reddit, Inc. (NYSE:RDDT), citing automated self-service technologies as a key revenue driver. Boone emphasized that lowering friction for smaller advertisers enables Reddit to capture previously untapped performance budgets, resulting in long-term, lower-funnel revenue streams.
Crucially, Reddit's advertising momentum was accelerating even before the Community Intelligence tool shipped. On July 10, Jefferies, drawing on conversations with agencies, added that Reddit, Inc. (NYSE:RDDT) continued to gain share in social media advertising through the second quarter. Agencies said that this was due to the platform's large and growing audience, growing reach, and more personalized targeting, a read that preceded the Community Intelligence launch and shows the platform was already winning before the tool even shipped.
#rddt #advertising #growing
23 hours ago
Jul. 30—When 90+ Project Director of Programming and Coach Aaron Lewis asked the players at Thrive International's youth summer soccer camp how many of them weren't born in the United States, dozens of hands shot up.
Sitting in the grass at Franklin Park, those same players watched as four out of the five Spokane Velocity players who were visiting camp Thursday raised their hands, too.
"You're my GOAT," 9-year-old Mel Akon later told Velocity left-backer Moses Mensah while the kids collected autographs on soccer ****** , cleats and posters. "One day I'm gonna look like you and be like you."
"I want to see that," Mensah, originally from Ghana, answered without hesitation.
The annual youth soccer camp is run through a partnership with refugee resettlement organization Thrive International and sports-based youth development organization 90+ Project. This year, close to 200 kids, including kindergartners to 12th graders, from more than a dozen nationalities, arrived at Franklin Park to play soccer.
#Soccer #players #Youth
Sitting in the grass at Franklin Park, those same players watched as four out of the five Spokane Velocity players who were visiting camp Thursday raised their hands, too.
"You're my GOAT," 9-year-old Mel Akon later told Velocity left-backer Moses Mensah while the kids collected autographs on soccer ****** , cleats and posters. "One day I'm gonna look like you and be like you."
"I want to see that," Mensah, originally from Ghana, answered without hesitation.
The annual youth soccer camp is run through a partnership with refugee resettlement organization Thrive International and sports-based youth development organization 90+ Project. This year, close to 200 kids, including kindergartners to 12th graders, from more than a dozen nationalities, arrived at Franklin Park to play soccer.
#Soccer #players #Youth
23 hours ago
Ford stock rose sharply on Wednesday morning after the Detroit automaker reported mixed second-quarter results and raised its full-year guidance, earning a quick upgrade to buy from Citi.
The ****** yst's note cited improving momentum and placed a price target at 20, 34% above where Ford stock ended Tuesday. Shares of Ford (F) were up around more than 7% in Wednesday's premarket trading, according to MarketSurge.
Ford reported revenue fell less than expected, down 3.8% to $48.3 billion vs. views for $47.2 billion. Net losses ballooned from $36 million last year to $1.3 billion. The large net losses for the quarter were largely attributable to a $3.6 billion charge Ford incurred after canceling an EV battery joint venture with the South Korean company SK On.
Analyst had projected net losses of $290 million, according to FactSet. Adjusted earnings per share were 42 cents, against an expected 36 cents.
Stock Market Today: Oil Prices Rise, Dow Futures Drop
#Stock #quarter
The ****** yst's note cited improving momentum and placed a price target at 20, 34% above where Ford stock ended Tuesday. Shares of Ford (F) were up around more than 7% in Wednesday's premarket trading, according to MarketSurge.
Ford reported revenue fell less than expected, down 3.8% to $48.3 billion vs. views for $47.2 billion. Net losses ballooned from $36 million last year to $1.3 billion. The large net losses for the quarter were largely attributable to a $3.6 billion charge Ford incurred after canceling an EV battery joint venture with the South Korean company SK On.
Analyst had projected net losses of $290 million, according to FactSet. Adjusted earnings per share were 42 cents, against an expected 36 cents.
Stock Market Today: Oil Prices Rise, Dow Futures Drop
#Stock #quarter
24 hours ago
FFIV delivers cloud computing solutions, including automation, security, networking, and management services, for businesses, service providers, and governments. In its third-quarter fiscal 2026 earnings report, F5 showed $865 million in revenue (an 11% year-over-year gain), non-GAAP net income of $4.73 (a 14% gain), and offered growth and EPS guidance of up to 10% and $17.33, respectively.
It's no wonder FFIV shares are up 58% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Institutional volumes reveal plenty. In the last year, FFIV has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in FFIV shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of technology names are under accumulation right now. But there's a powerful fundamental story happening with F5.
#year #shares #Stock #moneyflows
It's no wonder FFIV shares are up 58% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Institutional volumes reveal plenty. In the last year, FFIV has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in FFIV shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of technology names are under accumulation right now. But there's a powerful fundamental story happening with F5.
#year #shares #Stock #moneyflows
