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jglasanivogihjog
1 min. ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Boring wins again. Italgas, the pipe company ***** ody talks about at parties, just posted a record 81% margin and 25% EBITDA growth by doing something shockingly simple: buying a rival and actually integrating it well.
Italgas, Europe's largest gas distributor, posted first-half adjusted EBITDA of €1.07 billion, up 25% year over year. Total adjusted revenue climbed to €1.32 billion, up 17.5%, and adjusted net profit rose 27.3% to €398.6 million. CEO Paolo Gallo called the margin the highest in company history.
The engine behind all of it is last year's acquisition of 2i Rete Gas. Italgas has already banked roughly 42% of its 2032 synergy target, capturing about €130 million in savings in just six months, against €35 million for all of 2025 combined. Total operating costs fell 6.4% even after absorbing the new company's cost base, and dropped more than 20% on a like-for-like basis. Full-year guidance and the long-range strategic plan both stayed intact.
There's no oil-price guessing game here, no battery race, no app anyone needs to fall in love with. Italgas owns pipes under regulated contracts and gets paid to keep them running. The 2i Rete Gas numbers prove something specific: this deal wasn't just about scale, it was about actually finding the overlap in networks, contracts, IT systems, and procurement, and squeezing real money out of it, faster than the integration playbook usually allows.

#italgas #total #company #posted
ghhem
4 mins. ago
The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as data center demand for high-performance storage clashes against the chipmakers' capacity limitations.
That scarcity has been aggravated by reports that TSMC may boost contract chip manufacturing prices by up to 10% in 2027, with some products facing increases of up to 20%, owing to increased materials, equipment, and overseas facility development expenses.
Sandisk Corporation (NASDAQ:SNDK) is one of the names that have benefited the most from the supercycle. Since its February 2025 spinoff from Western Digital at $35.06 per share, Sandisk Corporation (NASDAQ:SNDK) has become the single best-performing stock in the S&P 500, climbing up to 858% at its late-June peak on the back of explosive fundamentals: fiscal Q3 2026 revenue reached $5.95 billion, up 97% sequentially and 251% year-over-year, with datacenter revenue specifically up 645% year-over-year.
Management anticipates continued sequential acceleration in the fourth quarter of fiscal 2026, with total revenue expected to range between $7.75 billion and $8.25 billion and non-GAAP earnings per share between $30 and $33, as gross margins increase to near 80%. More crucially, Sandisk Corporation (NASDAQ:SNDK) reported that its remaining performance obligations and contracted backlog came in between $41.6 billion and $42 billion. Sandisk's entire 2026 enterprise AI storage capacity is sold out under long-term agreements, thus locking in multibillion-dollar cash flows for the rest of the calendar year.
Despite its strong operational reports, Sandisk Corporation (NASDAQ:SNDK) has not been immune to macroeconomic turbulence. In mid-July, shares fell 8% to 15% across a number of sessions, contributing to a 39% slide from late-June record highs, as the Philadelphia Semiconductor Index fell more than 20%. According to market ****** ysts, this pullback is the result of an industry-wide valuation adjustment rather than a structural decline in memory demand or corporate earnings power.

#sandisk #corporation #june
EMnOS1QhUH8fy
9 mins. ago
GEV's $176B backlog positions it as the premium AI infrastructure bet; NEE trades at 22x forward earnings with 8%+ EPS growth through 2032.
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.

#nextera #quarter #backlog
0752jweek7310
17 mins. ago
Prime Video and Rogers Communications announced a 12-year sublicensing agreement on Tuesday that will see the streamer become the new home of Wednesday night regular-season national NHL games in Canada.
Per the announcement, Prime Video will exclusively broadcast Wednesday night national NHL games in English and French, starting with the 2026-2027 season. The deal includes at least 26 national regular-season NHL games, beginning on Wednesday, September 30.
Amazon's streaming arm will also have exclusive rights to select Stanley Cup Playoff series in Canada, including two First Round playoff series and one Second Round series each season.
Rogers, which operates Sportsnet, has an $11 billion media rights deal with the NHL through the 2037-38 season.
"Our partnership with Prime Video builds on the strong foundation we have established together and reinforces NHL hockey as the most valuable sports content in Canada," said Tony Staffieri, President and CEO, Rogers, in a statement. "As Canada's home of hockey, Rogers is committed to connecting more fans to more NHL hockey and delivering more national games with fewer blackouts on Sportsnet, Canada's #1 sports media brand."

#prime #wednesday #games
finchkerne013
18 mins. ago
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a 'value trap'. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins to 15-17%, nearly doubling its previous 8.2-8.4% prediction, citing a better customer and product mix.
Revenue is still expected to be near the low end of its $11-12.5 billion guidance range, below the roughly $11.67 billion ****** yst consensus, though shares rose as much as 20% on the news, with margin and order data clearly outweighing the top-line miss for investors focused on where the business is going.
For the broader technology ecosystem, Super Micro Computer Inc. (NASDAQ:SMCI)'s order increase is an important indicator of downstream artificial intelligence hardware demand. Since Super Micro Computer Inc. (NASDAQ:SMCI) bases its high-performance server clusters on NVIDIA GPU architectures and has historically contributed roughly 9% of NVIDIA's total revenue, the $60 billion order intake provides solid proof that hyperscaler AI infrastructure spending remains strong. At a time when macro experts have questioned the ability of major cloud providers to continue multibillion-dollar capital expenditure cycles, Super Micro's record backlog indicates that customer demand for liquid-cooled AI computing racks is increasing rather than decreasing.
However, Super Micro's own history is why the stock's price can't be evaluated the same way a clean order-book beat generally is. Back in March 2026, federal prosecutors unveiled an indictment charging co-founder and board member Yih-Shyan "Wally" Liaw, along with two other individuals ****** ociated with the company, with collaborating to smuggle $2.5 billion in NVIDIA-powered AI servers to China in breach of US export regulations. Shares plunged more than 28% in a single day as a result of the announcement, and one ****** yst reported by Yahoo Finance at the time described the company as "uninvestable."
That history is reflected in how cheap the company has become, despite the solid order data: Super Micro Computer Inc. (NASDAQ:SMCI) trades at a forward P/E ratio of approximately 9x, less than half the hardware sector median of about 24x, and a PEG ratio of around 0.4, both of which would ordinarily indicate serious undervaluation.

#micro #smci #billion #company
bolt
20 mins. ago
Charlie Munger, Berkshire Hathaway's (BRK.A) (BRK.B) longtime vice chairman and Warren Buffett's closest business partner, never had much patience for excuses when it came to building wealth.
His most famous piece of financial advice wasn't polished or inspirational. It was blunt.
Why This **** yst Is Betting AMD Stock Can Hit $1,250 in the Next Year
A $7 Billion Reason to Buy Oracle Stock Now
Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28

#Stock #munger #analyst
WhIrl1260
22 mins. ago
With a market cap of $55.3 billion, Ciena Corporation (CIEN) is a global network technology company that provides hardware, software, and services to telecom operators, cloud providers, enterprises, and government organizations across multiple regions worldwide. It specializes in optical networking, routing and switching platforms, automation software, and network support services through segments such as Networking Platforms, Blue Planet Automation, and Global Services.
The Hanover, Maryland-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts predict CIEN to report EPS of $1.45, a surge of 253.7% from $0.41 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#ahead
WtL_7
28 mins. ago
Aliyah Boston had to be helped off the floor with an apparent right knee injury during the second quarter of Tuesday's Indiana Fever game vs. the Seattle Storm.
Boston was moving to the lane to receive a Caitlin Clark pass when she tripped over Flau'jae Johnson's foot. She appeared to land directly on her right knee and immediately grabbed at it in pain.
Players from both teams quickly surrounded Boston as the team trainer rushed out to check on her. She was helped off the floor and taken directly to the locker room.
Boston had has 11 points, two rebounds, an ***** ist and a steal through 10:38. She will likely be replaced at the 5 by a combination of Monique Billings and Makayla Timpson. Billings is off to a strong start vs. the Storm, scoring 12 points and six rebounds in 15:57.
"AB is just AB," Fever guard Sophie Cunningham said during a halftime interview with ESPN. "She's an All-Star. She's one-of-a-kind. She's gonna be a hall of famer one day. So that's a load for all of us to try and pick up. We're trying to keep the energy, keep the vibes high. We're gonna be OK. I think AB's gonna be OK, too. But we have to focus on this game. We need to get it for her."

#boston #we 're #right #knee
266prism_packet
30 mins. ago
American Airlines (AAL) shares have inched higher in recent sessions after the airline reported its highest quarterly revenue in company history. Rising demand across domestic and international routes drove a 16.3% year-over-year increase in Q2 sales to $16.7 billion, beating consensus estimates.
Still, American Airlines stock is down about 20% versus its recent high.
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#airlines #recent #still
glid2compass
34 mins. ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted MKS Inc. (NASDAQ:MKSI) as a notable contributor. MKS Inc. (NASDAQ:MKSI) is a leading technology company that offers advanced foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On July 24, 2026, MKS Inc. (NASDAQ:MKSI) closed at $329.18 per share, reflecting a market capitalization of $22.23 billion. MKS Inc. (NASDAQ:MKSI) posted a one-month return of -20.87%, while its shares gained 221.68% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its Q2 2026 investor update:
"The broadening of interest away from the highly concentrated AI headline companies, such as Nvidia, proved to be a helpful environment for the Fund, providing a period of material outperformance against the MSCI ACWI benchmark. Our four top contributors were all caught up in the excitement to some extent, with three being semiconductor producers and one being an equipment supplier into that industry. The latter,MKS Inc. (NASDAQ:MKSI), provided the biggest single boost to the Fund's returns and is a notable beneficiary of innovation in the design of modern chips. Rather than single layers of tiny transistors, many modern chips have multiple layers like a wafer biscuit, and electrons need to travel up and down through these layers. MKS' products help to make this possible. AI's insatiable appetite for memory, particularly High Band Memory (HBM), has created a wave of greater demand for the chips which MKS helps to create."

#NASDAQ #mksi #semiconductor
yownodizupaykumuho2
35 mins. ago
There is a particular kind of business decision that only looks brilliant in hindsight, and only after everyone who made the opposite call has finished writing off the difference. It rarely feels brave at the time. It usually feels like being the last person in the room who did not get the memo.
The American electric vehicle market spent most of the past decade running on a subsidy. That credit, worth $7,500 per car, expired on Sept. 30, 2025, and the correction arrived exactly on schedule. Automakers sold 462,892 all-electric vehicles in the first half of 2026, down 23.8% from the same period a year earlier, according to ****** Automotive.
The industry response was a stampede for the exits. Carmakers have booked nearly $70 billion in write-downs as they scrap and postpone electric programs, reported Automotive News. Honda alone canceled three North American electric projects and now expects its first annual net loss since 1957.
One automaker did not flinch. Toyota (TM) confirmed this month that it will keep rolling out new battery-electric models through the rest of the year, even as it trims spending elsewhere in the lineup.
The company will "slow its product interventions in some model lines to save money," reported Automotive News, while continuing its EV rollout and leaning harder into hybrids.

#american #only #sept
qkwnlxedfccnhmmu
36 mins. ago
The Trump administration is weighing whether to extend access to some Chinese rare earth materials beyond the January 1, 2027 cutoff after U.S. producers acknowledged they cannot build sufficient domestic processing and magnet capacity before the deadline, Reuters reported on Monday.
Industry executives and Pentagon suppliers told Reuters that U.S. processing and magnet manufacturing capacity remains insufficient to meet despite billions of dollars in federal support for new mines, separation facilities and downstream manufacturing.
The gap threatens not only military procurement but also supply chains serving electric vehicles, offshore wind, robotics, data centers and other energy-intensive industries that depend on high-performance permanent magnets.
The shortage centers on neodymium-iron-boron (NdFeB) and samarium-cobalt magnets, which rely on rare earth supply chains that China continues to dominate. Beijing still controls the overwhelming majority of global rare earth refining and permanent magnet production, giving it enormous leverage over downstream manufacturing even as Western governments accelerate efforts to diversify supply.
While the United States has made meaningful progress expanding domestic mining, processing, alloy production and magnet manufacturing require specialized infrastructure that has taken China decades to develop.

#earth #supply
ZA_9h8BT8
38 mins. ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Allegro MicroSystems, Inc. (NASDAQ:ALGM). Allegro MicroSystems, Inc. (NASDAQ:ALGM) is a semiconductor company that develops sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions. On July 24, 2026, Allegro MicroSystems, Inc. (NASDAQ:ALGM) closed at $46.03 per share, reflecting a market capitalization of $8.58 billion. Allegro MicroSystems, Inc. (NASDAQ:ALGM) posted a one-month return of -32.12%, while its shares gained 31.09% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Allegro MicroSystems, Inc. (NASDAQ:ALGM) in its Q2 2026 investor update:
"Allegro MicroSystems, Inc. (NASDAQ:ALGM) is perhaps better known as a sensor company, creating advanced position and movement sensors for use in areas such as robotics. However as a provider of specialist semiconductor chips into the datacentre market they too saw a sharp increase in demand, as well as share price performance."
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Allegro MicroSystems, Inc. (NASDAQ:ALGM) at the end of the first quarter, up from 28 in the previous quarter. While we acknowledge the potential of Allegro MicroSystems, Inc. (NASDAQ:ALGM) 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.

#allegro #algm #investor
openlyDRiFt
39 mins. ago
On July 23, both Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC) delivered their Q2 results, giving investors better insight into which railroad stock is the better play. While both companies reported strong results, NSC's investment case is now tied to the possible acquisition. Investors must weigh UNP's standalone growth potential against NSC's risks and upside arising from the merger.
Union Pacific Corporation (NYSE:UNP) delivered an operating revenue of $6.9 billion and an adjusted EPS of $3.41, marking a surprise of 3% and 5%, respectively. Meanwhile, the company reported 6% EPS growth, with operating revenue up 12% YoY. Management sees full-year reported EPS growth in the high single-digit range, raising its 2026 outlook.
The strong results were mainly driven by freight revenue, which grew 12%, due to volume growth, fuel surcharge revenue, solid core pricing, and operational efficiency. The company reports being 10 basis points better on the operating ratio, standing at 59.2%.
ankush-minda-7KKQG0eB_TI-unsplash
A key highlight of the results was the company's intermodal strength, as it delivered its fourth consecutive record quarter in volume and revenue. Thanks to truck capacity and share gains, private ******* et, rail ******* et, and parcel volumes were all up double-digits.

#revenue #corporation #delivered
l5tsbdeuts
45 mins. ago
Aliyah Boston had to be helped off the floor with an apparent right knee injury during the second quarter of Tuesday's Indiana Fever game vs. the Seattle Storm.
Boston was moving to the lane to receive a Caitlin Clark pass when she tripped over Flau'jae Johnson's foot. She appeared to land directly on her right knee and immediately grabbed at it in pain.
Players from both teams quickly surrounded Boston as the team trainer rushed out to check on her. She was helped off the floor and taken directly to the locker room.
Boston had has 11 points, two rebounds, an ***** ist and a steal through 10:38. She will likely be replaced at the 5 by a combination of Monique Billings and Makayla Timpson. Billings is off to a strong start vs. the Storm, scoring 12 points and six rebounds in 15:57.
Boston has been managing a right lower leg injury that's caused her to miss three games this season.

#storm #floor #directly #points
pfpgmsturrvtbk
2 hours ago
Sean Astin has revealed he received such a small salary for his role on The Lord of the Rings, he had to sell his house.
The actor confessed he ran into money troubles after playing the role of Samwise Gamgee.
In an interview published this week, Sean, 55, told The Guardian he received so little for his part in each of the three Lord of the Rings movies - despite the franchise pulling in more than $2.8 billion at the box office.
"There was a disconnect between the attention that I was getting and how much money we had," the actor recalled. "It was not a lot of money!"
He explained the pay for his part in the epic trilogy was so minimal, he soon found himself in financial hot water and had to sell off his major ***** et - his home.
"In fact, I had to sell my house because I negotiated such a small amount on the trilogy," Sean said.

#money #rings #received #actor
5521trulyjolly83MI
4 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.

#fund #amati #global
vag7elydelta3533
4 hours ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 24, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $209.75 per share, reflecting a market capitalization of $44.29 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 7.43%, while its shares lost 31.11% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Equity markets in their enthusiasm for the AI opportunity have written off many companies which we are confident have many years of demand growth ahead. Specialist software providers into often highly regulated industries will be extremely difficult to replicate and there is little incentive for users to do so. Companies such as PTC and Autodesk, Inc. (NASDAQ:ADSK) are often foundational for the clients that use them, and they are embracing AI to improve their offering and the efficiency of their customers. The way their businesses are effectively being written off in the minds of investors creates a very attractive investment opportunity in our view, and our 3-5 year time horizon gives plenty of runway for a more balanced view to ******* ert itself."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the potential of Autodesk, Inc. (NASDAQ:ADSK) 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, se
szrlcgctjqofmerr
6 hours ago
TORONTO (AP) — Amazon's Prime Video will exclusively broadcast Wednesday night national NHL regular-season games in Canada in English and French beginning next season as part of a new 12-year licensing agreement with Rogers Communications Inc. announced Tuesday.
The streaming service will also carry select Stanley Cup playoff series, including two first-round series and one second-round matchup annually.
The agreement spans the length of Rogers' $11 billion, 12-year deal with the NHL for national media rights on all platforms in Canada through the 2037-38 season. Terms were not disclosed.
"We're thrilled to expand our partnership with the NHL and Rogers in this landmark agreement, which brings even more premium live sports to Prime members in Canada," said Jay Marine, head of global sports at Prime Video.
Prime Video's lineup will include at least 26 national regular-season games, starting Sept. 30, and will be available to Prime subscribers in Canada at no additional cost; Rogers-owned Sportsnet retains the majority of national NHL games. A Rogers spokesperson said the playoff allocation will follow a draft format: Prime Video will receive the fourth and fifth selections among the eight first-round series and the third choice among the four second-round matchups.

#national #regular
fsmnw_ok
6 hours ago
On Today's episode of the College Football Enquirer, Andy Staples, Ross Dellenger, and Steven Godfrey dive into the latest on Mike Lombardi and how it has all gone awry during the Bill Belichick era.
From there the trio dissects the latest from Stanford as the players have formed the first ever on campus chapter of the CFPA.
To round out the show, we break down Ohio State's new jersey logo and just how much Chase was willing to pay for the valuable real estate on the Buckeye's scarlet jerseys.
All this and more on this episode of the College Football Enquirer.
00:00 Show Rundown

#show #episode #latest
impzefelpdhjyuyg
6 hours ago
Funeral arrangements have been made for Anthony Lake, the former Hendersonville offensive coordinator and quarterback who died on July 26, according to his obituary.
Hendersonville football coach James Beasley confirmed to The Tennessean on July 27 that Lake had died. Lake was 54.
A visitation will be held Aug. 2 from 1-3 p.m. at Hendersonville Memory Gardens, Funeral Home & Cremation Center, according to the obituary. Lake's celebration of life will take place immediately afterwards from 3-5 p.m. at the funeral home.
Lake is survived by his wife, Heather; his children Chase (Shawnna) Lake and Ashelyn Lake; his mother, Sharon Lake; his father, Ed (Lori) Lake and his sister Jennifer (Travis) Donaldson.
Lake was a longtime Hendersonville ***** istant who served most recently as the Commandos' offensive coordinator and quarterback coach. He led his alma mater to the 1988 TSSAA football Class AAA state semifinals. Hendersonville finished with a 10-4 record and a region championship under the late legendary coach Bill Derrick that year.

#hendersonville #funeral #july #home
cafes_dot_ni_gi351
7 hours ago
FIFA said Tuesday it plans to sell a stake in the business operations of the World Cup and its other competitions through the creation of a semi-private subsidiary.
World football's governing body said it would retain a majority share in FIFA Forward Enterprise (FFE) but hoped to raise $4.2 billion later this year by "carefully selecting long-term investors who will purchase minority, non-controlling interests".
FIFA's statement was a rapid response to a story in British newspapers The Times and The Financial Times based on leaks of the plan from two sources.
The Times reported that FIFA president Gianni Infantino, 56, stood to profit from the scheme by becoming commissioner of the FFE after his expected next term expires in 2031. FIFA denied that this had been discussed.
The article also said discussion had started with financial advisors and potential investors.

#World #enterprise
mosb6ost
7 hours ago
The writing has been on the wall at Parkhead for some time. Celtic are ready to listen to offers for Johnny Kenny this summer, with Millwall positioning themselves at the front of the queue. Sky Sports, via The72, confirmed that the Scottish champions won't stand in the striker's way if a decent bid comes in. Alex Neil wants the 23-year-old Republic of Ireland international at The Den, convinced he can hit the ground running straight away in the Championship.
The signing of Colombian attacker Camilo Duran from Qarabag effectively sealed Kenny's fate. Celtic originally paid Sligo Rovers £140,000 for the forward back in January 2022. Alan Nixon reports via his Patreon that a figure around £850,000 should get the deal done now. That represents a tidy profit on a player who never quite nailed down a starting spot.
Millwall aren't alone in their chase. Bolton Wanderers want him back permanently after his impressive loan spell last term. Kenny clicked quickly under Steven Schumacher, bagging six goals in 14 matches to help push Bolton towards promotion from League One before a knee issue cut his campaign short.
Add those figures to his Celtic return, and he managed 12 goals and two ******* ists across 36 total games in 2025/26. Four of those goals came in 22 Scottish Premiership matches for Celtic. Respectable enough for a squad member. Not enough to demand a starting shirt under Martin O'Neill. Publicly, O'Neill has noted that no final decision has been made on the Irishman's long-term future. Behind the scenes, sources suggest breaking into the first team this summer looks like a mountain too steep to climb.
Taking £850,000 for a squad player isn't defeatist. It is basic business. Celtic get a clean exit, pocket a profit, and free up ******* e on the wage bill for O'Neill to reinvest where it matters. Kenny gets the chance to kickstart his career somewhere he will actually play week in, week out.

#o 'neill #Millwall
L73zsFytffuw
7 hours ago
Is FIFA selling the World Cup? What to know about Gianni Infantino investment plan UEFA says 'crosses a line' originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
The 2026 FIFA World Cup was a sensational financial success for FIFA, as the football governing body announced an incredible revenue total of $13 billion for its latest four-year cycle, over a 100% increase from the previous period.
It did not come without controversy. FIFA heavily commercialised its flagship event, vastly increasing ticket prices, introducing a new in-house ticket resale vehicle, and cozying up to the U.S. government throughout the event in North America, all of which sparked significant backlash.
With the 2030 World Cup cycle now under way, FIFA has undertaken the genesis of a new commercial venture, which, on the surface, is set to generate even more cash for the Switzerland-based non-profit.
The investment vehicle, first revealed in reports by Martyn Ziegler of The Times and in the Financial Times and shortly thereafter confirmed by FIFA, has many fans and entities fearful of the direction in which the game of football is heading.

#World #sporting #times
ZVaAzaC
7 hours ago
As Justin Baldoni's production company is deadlocked with Blake Lively over legal fees, another legal battle is coming to an end.
Wayfarer Studios, which Baldoni cofounded with investor Steve Sarowitz, has been ordered to pay the legal fees that The New York Times incurred in fighting a 2024 defamation lawsuit from the "It Ends with Us" studio.
In a July 27 order from New York Supreme Court Justice Gerald Lebovits, which was reviewed by USA TODAY, The New York Times Co. was determined to be entitled to $171,616.20 in damages. The company was seeking $181,622.70 in fees billed by outside counsel and its in-house legal team, but Lebovits did not agree that some fees were warranted.
The Times had sought attorney fees under New York's anti-Strategic Lawsuits Against Public Participation law after the claims against the newspaper in Wayfarer's federal lawsuit were dismissed in June 2025.

#york #company #justin
prokayesizic0618
8 hours ago
The Packers can't get their kicking situation settled, and Tuesday's transactions showed that the position is still a work in progress.
The Packers drafted Trey Smack out of Florida in the sixth round this spring. They also had Lucas Havrisik on their roster to compete with Smack.
But the team released Havrisik on Tuesday, Tom Silverstein of the Milwaukee Journal Sentinel reports.
The Packers signed Lenny Krieg to replace Havrisik in the competition, Bill Huber of SI.com reports.
Krieg tried out with the team on Monday.

#krieg
qgpyd_usnhmqd
8 hours ago
Rising pop star Madison Beer has Los Angeles Chargers quarterback Justin Herbert in her proverbial heart-shaped locket.
More from Billboard
Jean-Michel Jarre to Release a Book About the History of Electronic Music: Here's When It Arrives
Madison Beer Is Engaged to NFL Quarterback Justin Herbert: 'Meet My Fiancé'
Tom Morello to Drop First Solo Rock Album With 'Anti-Fascist' & 'Anti-Racist' Songs

#beer #quarterback #chargers
wolffk
8 hours ago
Micron Technology, Inc. (NASDAQ:MU) stock gained by more than 3% during Monday's premarket session as risk appetite improves alongside a firm overnight tape. Nasdaq futures are up 1.57% while S&P 500 futures have gained 0.93%.
The broader market rally coincided with a major development in the global memory-chip industry that could reshape long-term competitive dynamics.
ChangXin Memory Technologies (CXMT), China's leading DRAM maker, made a blockbuster stock market debut that underscores Beijing's push to build a domestic memory champion.
While the listing highlights rising competition in commodity memory, ***** ysts believe Micron remains well positioned in the faster-growing AI memory market.
CXMT raised 57.92 billion yuan, or $8.55 billion, after pricing its IPO at 8.66 yuan per share. The stock surged more than 531% to about 54.60 yuan, valuing the DRAM maker at roughly 3.68 trillion yuan and making it China's most valuable listed company.

#memory
i9mvgy3
8 hours ago
By Yantoultra Ngui and Selena Li
SINGAPORE/HONG KONG, July 27 (Reuters) - Investors are expected to scrutinise whether Shein can justify the $40 billion to $50 billion valuation it is seeking in a Hong Kong initial public offering after a prospectus filed ‌on Sunday showed slowing growth and a sharp decline in profitability.
Revenue rose 8% to $41.8 billion in 2025, but net ‌income fell 39% to $2.06 billion. In the first quarter of this year, the fast fashion retailer swung to a $99 million loss, the filing showed.
While the quarterly loss partly reflected a $328 million fair-value charge on convertible redeemable preferred shares following an accounting change, slowing revenue growth and weaker core earnings underscore the company's mounting challenges.
"Institutional investors on the HKEX (Hong Kong Stock Exchange) will ... zero in on the 2.9% operating margin," said Winston Ma, executive director of the Global Public Investment Funds Forum and a former managing director at the China Investment Corporation.

#hong
chunkyorifva3jsezfvp
8 hours ago
Microstrategy has gone four consecutive weeks without buying a single satoshi of Bitcoin, its longest buying freeze in two years, while Michael Saylor keeps posting accumulation charts to X with the caption "We're gonna need another color."
The company sits on $3.225 billion in cash, MSTR is down roughly 33% year-to-date, and Q2 earnings land Thursday after the US market close. The central question for retail investors is blunt: is the BTC dip buy coming today, or is the math still broken?
EXPLORE: Best Crypto Presales With Asymmetric Upside in the Current Market
The mechanics of the freeze are straightforward. SEC filings on Jun. 29, Jul. 6, Jul. 13 and Jul. 20 each recorded no Bitcoin buys made under its standing acquisition programs. The filings covering June 29, July 6, July 13, and July 20 contained the same answer: nothing.
What makes the silence louder is the contrast with Saylor's behavior on X. He posted Strategy's color-coded Bitcoin accumulation chart on Sunday, July 27, under the caption "We're gonna need another color", a reference to how new purchase tranches get ******* igned a distinct color bubble on the chart.

#buying #accumulation

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