19 hours ago
Chase DeLauter has hit seven of his 11 home runs this year against righties on the road.
The MLB best home run bets are in a small funk. Since Bryce Harper and Ozzie Albies hit home runs on July 20, four straight MLB best home run bets have failed to deliver. So, the season's record for MLB best home run bets sits at 18-63, with three no-bets.
The record is rock-solid for a long-shot bet, like home run bets. As a result, anyone who has bet $100 on each of the touted home run props at the listed odds has profited $861. Again, home run bets are long-shot wagers, so losing streaks are part of the equation.
There are two appealing home run bets on today's MLB slate, though. A young left-handed-hitting outfielder in a plus matchup and homer-friendly ballpark and a young right-handed-hitting outfielder in a favorable matchup and homer-friendly ballpark have the most compelling home run bets on today's MLB slate.
Over 0.5 Home Runs (+338) at DraftKings Sportsbook
#home #bets #shot #young
The MLB best home run bets are in a small funk. Since Bryce Harper and Ozzie Albies hit home runs on July 20, four straight MLB best home run bets have failed to deliver. So, the season's record for MLB best home run bets sits at 18-63, with three no-bets.
The record is rock-solid for a long-shot bet, like home run bets. As a result, anyone who has bet $100 on each of the touted home run props at the listed odds has profited $861. Again, home run bets are long-shot wagers, so losing streaks are part of the equation.
There are two appealing home run bets on today's MLB slate, though. A young left-handed-hitting outfielder in a plus matchup and homer-friendly ballpark and a young right-handed-hitting outfielder in a favorable matchup and homer-friendly ballpark have the most compelling home run bets on today's MLB slate.
Over 0.5 Home Runs (+338) at DraftKings Sportsbook
#home #bets #shot #young
1 day ago
MercadoLibre (NASDAQ: MELI) stock has fallen by 31% from its previous peak as Wall Street focuses on near-term margin pressure and intensifying competition. Yet the business continues to expand rapidly in Latin America's e-commerce market, potentially setting the stage for market-beating returns in the next five years.
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
5 days ago
This article was originally published on ETFTrends.com.
International stocks are performing admirably this year. As of July 22, the MSCI ACWI ex-US Investable Market Index, which combines developed and emerging market equities, is higher by 11.51%. Sounds good and it is, but investors should dig deeper.
Artificial intelligence (AI)-adjacent and technology stocks, many hailing from emerging markets, have been key contributors to international equity upside this year. As a result, markets such as South Korea and Taiwan loom large in some supposedly diverse international ETFs. Plus, some of those funds now devote significant percentages of their portfolios to growth stocks.
For investors looking to defray some of those risks while adding more value exposure to their portfolios, the ALPS O'Shares International Developed Quality Dividend ETF (OEFA) is an idea to consider. With its emphasis on quality traits and dividend growth, OEFA could be an ideal complement to growth-heavy portfolios and for investors looking for a more prudent way to gain international exposure.
With the S&P 500 heavily allocated to AI-related stocks and with the same becoming true of some developing markets, developed market exposure – attainable via OEFA – becomes all the more compelling because the sector-level profiles in many developed markets don't resemble those found here in the U.S.
#international #stocks #market
International stocks are performing admirably this year. As of July 22, the MSCI ACWI ex-US Investable Market Index, which combines developed and emerging market equities, is higher by 11.51%. Sounds good and it is, but investors should dig deeper.
Artificial intelligence (AI)-adjacent and technology stocks, many hailing from emerging markets, have been key contributors to international equity upside this year. As a result, markets such as South Korea and Taiwan loom large in some supposedly diverse international ETFs. Plus, some of those funds now devote significant percentages of their portfolios to growth stocks.
For investors looking to defray some of those risks while adding more value exposure to their portfolios, the ALPS O'Shares International Developed Quality Dividend ETF (OEFA) is an idea to consider. With its emphasis on quality traits and dividend growth, OEFA could be an ideal complement to growth-heavy portfolios and for investors looking for a more prudent way to gain international exposure.
With the S&P 500 heavily allocated to AI-related stocks and with the same becoming true of some developing markets, developed market exposure – attainable via OEFA – becomes all the more compelling because the sector-level profiles in many developed markets don't resemble those found here in the U.S.
#international #stocks #market
5 days ago
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This trend presents both risks and opportunities. The firm has shifted away from semiconductors during the quarter, as they require 2027 or 2028 spending levels for sustainable returns. The Ironvine Concentrated fund reported a year-to-date return of 11.02% (net), outperforming the S&P 500 Index's 10.21% return. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Ironvine Capital Partners highlighted Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META), the parent company of dominant social media platforms, is a multinational technology company that develops products to connect people. On July 22, 2026, Meta Platforms, Inc. (NASDAQ:META) closed at $627.17 per share, reflecting a market capitalization of $1.68 trillion. Meta Platforms, Inc. (NASDAQ:META) posted a one-month return of 15.53%, while its shares lost 12.26% over the past 52 weeks.
Ironvine Capital Partners stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its Q2 2026 investor update:
"Meta Platforms, Inc. (NASDAQ:META) has uniquely powerful data and distribution advantages and the company is investing aggressively in its own artificial intelligence models and compute to make its advertising platform more effective. Meta's core business has among the most straight forward and compelling commercial use cases for AI that we are aware of. More engaging, relevant, and frequently refreshed creative content makes digital ads useful versus simply clutter. One unnamed Ironviner visits Instagram specifically for curated clothing, gear, and gift ideas—he checks in for the ads, not in spite of them, because he is often introduced to new brands and items he hadn't thought of or didn't know existed. For advertisers, the ease and precision of targeting and measuring return on ad spend is powerful. They can refine and improve their approach leveraging Meta's tools to increase efficiency. The company's ability to leverage and improve its own models within this robust and proprietary feedback loop should draw additional advertising dollars and further the company's lead in time. We initiated a position in Meta in our Concentrated strategy and added to our existing position in Core during the second quarter."
#NASDAQ #ironvine #return
In its Q2 2026 investor letter, Ironvine Capital Partners highlighted Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META), the parent company of dominant social media platforms, is a multinational technology company that develops products to connect people. On July 22, 2026, Meta Platforms, Inc. (NASDAQ:META) closed at $627.17 per share, reflecting a market capitalization of $1.68 trillion. Meta Platforms, Inc. (NASDAQ:META) posted a one-month return of 15.53%, while its shares lost 12.26% over the past 52 weeks.
Ironvine Capital Partners stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its Q2 2026 investor update:
"Meta Platforms, Inc. (NASDAQ:META) has uniquely powerful data and distribution advantages and the company is investing aggressively in its own artificial intelligence models and compute to make its advertising platform more effective. Meta's core business has among the most straight forward and compelling commercial use cases for AI that we are aware of. More engaging, relevant, and frequently refreshed creative content makes digital ads useful versus simply clutter. One unnamed Ironviner visits Instagram specifically for curated clothing, gear, and gift ideas—he checks in for the ads, not in spite of them, because he is often introduced to new brands and items he hadn't thought of or didn't know existed. For advertisers, the ease and precision of targeting and measuring return on ad spend is powerful. They can refine and improve their approach leveraging Meta's tools to increase efficiency. The company's ability to leverage and improve its own models within this robust and proprietary feedback loop should draw additional advertising dollars and further the company's lead in time. We initiated a position in Meta in our Concentrated strategy and added to our existing position in Core during the second quarter."
#NASDAQ #ironvine #return
5 days ago
ONDS raised FY2026 guidance to $390M with a $457M backlog, making L3Harris (LHX) the cleanest strategic fit given its Trusted Disruptor acquisition playbook.
Motorola Solutions (MSI) is the non-obvious wild card, as Silvus mesh-networking and unmanned comms overlap directly with Ondas' Iron Drone and Sentrycs ****** ets.
Private equity faces punishing LBO math at 45x price-to-sales, while ONDS shares at $8.25 sit well below the $19.81 ****** yst consensus target.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and RTX didn't make the cut. Grab the names FREE today.
Ondas (NASDAQ:ONDS) has ****** embled a system-of-systems autonomous-defense portfolio that looks increasingly like something a prime would rather own than compete with. The company reported Q1 FY2026 revenue of $50.12 million (+1,079.8% year over year), lifted its FY2026 revenue target to at least $390 million, and disclosed a pro forma backlog of $457 million. With counter-UAS (Sentrycs, Iron Drone), loitering munitions (Mistral, Rotron), stratospheric ISR (World View), and a SkyWeaver agentic-AI platform co-developed with Palantir, the strategic logic for a takeout is compelling. Here are four likely acquirers, ranked from longest shot to cleanest fit.
#onds #million #ondas #cleanest
Motorola Solutions (MSI) is the non-obvious wild card, as Silvus mesh-networking and unmanned comms overlap directly with Ondas' Iron Drone and Sentrycs ****** ets.
Private equity faces punishing LBO math at 45x price-to-sales, while ONDS shares at $8.25 sit well below the $19.81 ****** yst consensus target.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and RTX didn't make the cut. Grab the names FREE today.
Ondas (NASDAQ:ONDS) has ****** embled a system-of-systems autonomous-defense portfolio that looks increasingly like something a prime would rather own than compete with. The company reported Q1 FY2026 revenue of $50.12 million (+1,079.8% year over year), lifted its FY2026 revenue target to at least $390 million, and disclosed a pro forma backlog of $457 million. With counter-UAS (Sentrycs, Iron Drone), loitering munitions (Mistral, Rotron), stratospheric ISR (World View), and a SkyWeaver agentic-AI platform co-developed with Palantir, the strategic logic for a takeout is compelling. Here are four likely acquirers, ranked from longest shot to cleanest fit.
#onds #million #ondas #cleanest
5 days ago
Heat Central: The Miami Heat will shift their focus to DeMar DeRozan, Bradley Beal, and Klay Thompson after missing out on LeBron James, per ShamsCharania "They had a very compelling pitch…. Now they'll shift their focus to players like DeMar DeRozan, Bradley Beal, and could you find a player like Klay Thompson on the buyout market"
This article originally appeared on Hoops Hype: "They had a very compelling pitch…. Now they'll shift …
#klay #thompson #compelling
This article originally appeared on Hoops Hype: "They had a very compelling pitch…. Now they'll shift …
#klay #thompson #compelling
6 days ago
The Seattle Seahawks shouldn't have to squeeze back into the spotlight.
That ****** e typically would be reserved for the defending Super Bowl champion throughout the offseason. In Seattle's case, however, gazes began to stray not long after Mike Macdonald and Co. got their hands on the Lombardi Trophy.
The Seahawks were, without question, compelling victors. Their systematic dismantling of the New England Patriots in Super Bowl 60 was a fitting capstone to a campaign that eradicated all doubt as to who was the NFL's strongest outfit by season's end.
But it wasn't long before a group known for its lack of braggadocio – and perhaps star power – became somewhat of an afterthought.
As the organization's veterans report for training camp on Friday, July 24, the Seahawks begin preparation for their ****** le defense with a diminished level of buzz. Despite last season's accomplishments, Seattle doesn't stoke comparable offseason intrigue to the Los Angeles Rams, who might have secured their place as the focal point of the NFC West – and perhaps the league at large – with their acquisition of Myles Garrett. And as the Patriots also begin work the same day in preparation for the season-opening Super Bowl rematch, New England clearly is on track to command more attention after the addition of A.J. Brown.
#Seattle #offseason #perhaps
That ****** e typically would be reserved for the defending Super Bowl champion throughout the offseason. In Seattle's case, however, gazes began to stray not long after Mike Macdonald and Co. got their hands on the Lombardi Trophy.
The Seahawks were, without question, compelling victors. Their systematic dismantling of the New England Patriots in Super Bowl 60 was a fitting capstone to a campaign that eradicated all doubt as to who was the NFL's strongest outfit by season's end.
But it wasn't long before a group known for its lack of braggadocio – and perhaps star power – became somewhat of an afterthought.
As the organization's veterans report for training camp on Friday, July 24, the Seahawks begin preparation for their ****** le defense with a diminished level of buzz. Despite last season's accomplishments, Seattle doesn't stoke comparable offseason intrigue to the Los Angeles Rams, who might have secured their place as the focal point of the NFC West – and perhaps the league at large – with their acquisition of Myles Garrett. And as the Patriots also begin work the same day in preparation for the season-opening Super Bowl rematch, New England clearly is on track to command more attention after the addition of A.J. Brown.
#Seattle #offseason #perhaps
6 days ago
The crowd that crows about college football chaos compelling Congressional intervention will love this one, even if it's not much of a surprise.
Earlier this week, former Texas offensive lineman Cole Hutson secured a temporary restraining order allowing him to return to college football despite entering the draft, not being picked, participating in the Browns' and Cowboys' rookie minicamps, and not being signed by either team.
Via Pete Nakos of On3.com, a Texas judge granted the request for extra-extraordinary relief — one that often is presented and decided without the defendant having a chance to be heard. The next step will be a hearing on a motion for a preliminary injunction, which would extend the TRO through the resolution of the case.
It's very hard to secure a TRO. Hutson's success suggests that he'll also get a preliminary injunction at the hearing set for August 3.
Hutson's case follows a recent ruling by an Ohio judge granting a preliminary injunction to 24 athletes based on an age-based eligibility model for a fifth year. Hutson has played four years of college football, appearing in 48 games and making 23 starts.
#college
Earlier this week, former Texas offensive lineman Cole Hutson secured a temporary restraining order allowing him to return to college football despite entering the draft, not being picked, participating in the Browns' and Cowboys' rookie minicamps, and not being signed by either team.
Via Pete Nakos of On3.com, a Texas judge granted the request for extra-extraordinary relief — one that often is presented and decided without the defendant having a chance to be heard. The next step will be a hearing on a motion for a preliminary injunction, which would extend the TRO through the resolution of the case.
It's very hard to secure a TRO. Hutson's success suggests that he'll also get a preliminary injunction at the hearing set for August 3.
Hutson's case follows a recent ruling by an Ohio judge granting a preliminary injunction to 24 athletes based on an age-based eligibility model for a fifth year. Hutson has played four years of college football, appearing in 48 games and making 23 starts.
#college
6 days ago
Jake Bauers has already set a new career high for home runs and can add another tonight.
A pair of losing MLB best home run bets on Wednesday dropped the season's record to 18-61 and three no-bets. The record for home run props isn't impressive without adding context, but it's quite good for long-shot bets, such as home run bets.
As a result, anyone who has bet $100 on each of the touted home run bets at the listed odds this year is up $1,061. The profits are nice, as they award some wiggle room for an inevitable cold streak. Home run bets are challenging to hit, and stacking losing picks is part of the equation.
Still, as the season's profits illustrate, carefully picking home run props can leave bettors in the black. Tonight offers two more compelling home run bets for slugging first basemen with above-average power and favorable matchups. Furthermore, the odds for their home run props are tasty.
Over 0.5 Home Runs (+364) at DraftKings Sportsbook
#odds #jake
A pair of losing MLB best home run bets on Wednesday dropped the season's record to 18-61 and three no-bets. The record for home run props isn't impressive without adding context, but it's quite good for long-shot bets, such as home run bets.
As a result, anyone who has bet $100 on each of the touted home run bets at the listed odds this year is up $1,061. The profits are nice, as they award some wiggle room for an inevitable cold streak. Home run bets are challenging to hit, and stacking losing picks is part of the equation.
Still, as the season's profits illustrate, carefully picking home run props can leave bettors in the black. Tonight offers two more compelling home run bets for slugging first basemen with above-average power and favorable matchups. Furthermore, the odds for their home run props are tasty.
Over 0.5 Home Runs (+364) at DraftKings Sportsbook
#odds #jake
6 days ago
Hut 8 Corp. (HUT) is a Miami-headquartered energy infrastructure platform founded in 2018 that operates at the convergence of power, digital infrastructure, and high-performance computing. The company builds, owns, and operates large-scale data center campuses for AI and high-performance computing workloads, underpinned by a "power-first" development strategy targeting long-duration, triple-net leases with investment-grade hyperscaler tenants.
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
Its portfolio spans four segments: Power, Digital Infrastructure, Compute, and a recently spun-out Bitcoin (BTCUSD) mining division operating as American Bitcoin (ABTC). With $16.8 billion in contracted lease revenue across its flagship Riverbend and Beacon Point campuses, a 9+ GW development pipeline, and Nvidia (NVDA) as a design partner, Hut 8 has rapidly repositioned itself from a crypto miner into one of North America's most compelling pure-play AI infrastructure landlords.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#power #point #long
6 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ****** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
6 days ago
IREN Limited (IREN) just gave investors another compelling reason to pay attention. The artificial intelligence (AI) infrastructure company announced $2.8 billion in new multi-year AI cloud services contracts with leading artificial intelligence developers, marking another major milestone in its transformation from a Bitcoin miner into one of the fastest-growing AI cloud infrastructure providers. The new agreements prompted management to raise its 2026 annualized AI cloud revenue target to more than $4 billion, underscoring the accelerating demand for high-performance computing capacity.
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
The latest contracts build on IREN's growing portfolio of blue-chip AI customers, which already includes partnerships with companies such as Microsoft Corporation (MSFT) and Nvidia Corporation (NVDA). Importantly, approximately 45% of the GPU capital expenditure required for these deployments will be funded through customer prepayments, significantly reducing financing risk while supporting the company's aggressive expansion strategy.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#corporation #artificial #intelligence #contracts
7 days ago
Micron Technology (NASDAQ: MU) stock has shed close to 29% of its value over the past month, but it has nothing to do with fundamentals. The tailwinds of the memory cycle remain intact, and each day further proves that AI demand is rising. The current dip presents a compelling buying opportunity that may not be around much longer.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Moonshot AI's large language model product Kimi AI recently shared an X post that enhanced Micron's bullish thesis. The Chinese company explained that it can no longer take on new customers for its open source LLM because it has run out of available compute. This decision was made to "protect the experience of existing subscribers."
Kimi is a chatbot with a similar setup to OpenAI's ChatGPT, where you can enter prompts or have AI agents perform tasks. Each of those prompts and AI agents requires compute from GPUs, and the GPUs need memory chips to remember everything and function more efficiently.
Kimi AI's news demonstrates parabolic demand for its services, which can only be met by buying more memory chips. This event isn't limited to Kimi AI. Other companies have more GPUs or are taking extra precautions to ensure they do not run out of compute. If other businesses don't want to turn away customers amid soaring demand, they will have to buy more Micron chips.
#signal
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Moonshot AI's large language model product Kimi AI recently shared an X post that enhanced Micron's bullish thesis. The Chinese company explained that it can no longer take on new customers for its open source LLM because it has run out of available compute. This decision was made to "protect the experience of existing subscribers."
Kimi is a chatbot with a similar setup to OpenAI's ChatGPT, where you can enter prompts or have AI agents perform tasks. Each of those prompts and AI agents requires compute from GPUs, and the GPUs need memory chips to remember everything and function more efficiently.
Kimi AI's news demonstrates parabolic demand for its services, which can only be met by buying more memory chips. This event isn't limited to Kimi AI. Other companies have more GPUs or are taking extra precautions to ensure they do not run out of compute. If other businesses don't want to turn away customers amid soaring demand, they will have to buy more Micron chips.
#signal
7 days ago
Redwire Corporation (RDW) has taken investors on a roller-coaster ride this year. The aerospace and defense company's stock initially surged on the wave of excitement surrounding ******* eX's (SPCX) blockbuster IPO. But the rally quickly unraveled as investor enthusiasm gave way to concerns over a $500 million equity offering that raised fears of significant shareholder dilution, ongoing cash burn, and a broader cooldown across the ******* e sector following the ******* eX frenzy. Despite the volatility, Redwire's long-term growth story remains compelling.
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
#investor
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
#investor
7 days ago
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans to exceed the original investment as demand for AI computing continues to grow.
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#revenue #qwen
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#revenue #qwen
7 days ago
Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#broadcom #alphabet #taiwan
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#broadcom #alphabet #taiwan
7 days ago
One week from today the Atlanta Falcons will hold their first training camp practice ahead of the 2026 NFL season. The only story that's likely to get any real attention from the media will be the quarterback competition between Michael Penix Jr. and Tua Tagovailoa.
As it happens, this is also the only QB battle around the league that's actually compelling. Kyler Murray seems destined to beat out JJ McCarthy in Minnesota and former Falcons veteran Kirk Cousins will almost certainly start over No. 1 overall pick Fernando Mendoza out in Las Vegas.
So, who will win the Falcons' quarterback competition? Many ******* ysts believe it will be Tagovailoa, including Alex Kay at Bleacher Report. Here's why he's picking Tua to win the QB1 spot over Penix.
"While Miami was understandably ready to move on from Tua after two straight down years, the quarterback is still just 28 years old and should have plenty left in the tank for 2026... Tagovailoa gives new head coach Kevin Stefanski his best chance to hit the ground running and make Atlanta a top contender in a wide-open NFC South race. If Tua can avoid injury and establish a rapport with the likes of Drake London and Bijan Robinson in camp, Penix will be relegated to the bench in 2026."
Tagovailoa's best trait is accuracy, which is something that head coach Kevin Stefanski covets in his quarterbacks. When he was playing well in Miami, Tagovailoa was one of the more accurate passers in the entire NFL. In 2024, he completed nearly 73 percent of his passes.
#tagovailoa #atlanta #stefanski #camp
As it happens, this is also the only QB battle around the league that's actually compelling. Kyler Murray seems destined to beat out JJ McCarthy in Minnesota and former Falcons veteran Kirk Cousins will almost certainly start over No. 1 overall pick Fernando Mendoza out in Las Vegas.
So, who will win the Falcons' quarterback competition? Many ******* ysts believe it will be Tagovailoa, including Alex Kay at Bleacher Report. Here's why he's picking Tua to win the QB1 spot over Penix.
"While Miami was understandably ready to move on from Tua after two straight down years, the quarterback is still just 28 years old and should have plenty left in the tank for 2026... Tagovailoa gives new head coach Kevin Stefanski his best chance to hit the ground running and make Atlanta a top contender in a wide-open NFC South race. If Tua can avoid injury and establish a rapport with the likes of Drake London and Bijan Robinson in camp, Penix will be relegated to the bench in 2026."
Tagovailoa's best trait is accuracy, which is something that head coach Kevin Stefanski covets in his quarterbacks. When he was playing well in Miami, Tagovailoa was one of the more accurate passers in the entire NFL. In 2024, he completed nearly 73 percent of his passes.
#tagovailoa #atlanta #stefanski #camp
7 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental **** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and **** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#limited #company #global #city
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and **** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#limited #company #global #city
7 days ago
Marvell (MRVL) has crashed 40% from peak, which is double the semiconductor sector's 20% drop, making it a compelling dip-buy candidate.
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
8 days ago
L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a 'two-speed' but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing between strong fundamentals and speculative momentum. Additionally, the market displays a 'narrow' character, marked by high exuberance and ****** ounced over-pessimism. Against this backdrop, the Fund returned +2.6% (net of fees) during the June 2026 quarter, compared to the benchmark return of +12.5% (all in A$). The underperformance was driven more by which investments were not held in the Fund. The Fund remains focused on quality, valuation and the avoidance of permanent capital loss, and believes the portfolio is positioned to deliver attractive risk-adjusted returns for patient investors. In addition, you can check the Fund's top five holdings to know its best picks in 2026.
According to L1 Capital International Fund's Q2 2026 investor letter, Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities, detracted from the performance. On July 17, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $139.65 per share, reflecting a market capitalization of $78.97 billion. Intercontinental Exchange, Inc. (NYSE:ICE) posted a one-month return of 6.33%, and its shares lost 22.76% over the past 52 weeks.
L1 Capital International Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor update:
"Intercontinental Exchange, Inc. (NYSE:ICE) is an example of a high quality business that is not particularly AI-sensitive (positively or negatively) that we ****** s to be trading at a compelling valuation. ICE is trading on a forward price to earnings ratio of around 17x, a level we have not seen since the GFC.
ICE has been a long-term holding of the Fund, and we have discussed the investment on many prior occasions. In our view, not much has changed. There are some market concerns around the impact AI may have on the number of people using ICE's proprietary data and ****** ytics. We think this is a peripheral issue and unlikely to materially impact ICE. The larger market concern is that the Commodity Futures Trading Commission (CFTC), which regulates many of ICE's markets, may authorise 'perpetual' derivatives and encourage competition in products such as crypto that could compete with established regulated exchanges.
#market
According to L1 Capital International Fund's Q2 2026 investor letter, Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities, detracted from the performance. On July 17, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $139.65 per share, reflecting a market capitalization of $78.97 billion. Intercontinental Exchange, Inc. (NYSE:ICE) posted a one-month return of 6.33%, and its shares lost 22.76% over the past 52 weeks.
L1 Capital International Fund stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor update:
"Intercontinental Exchange, Inc. (NYSE:ICE) is an example of a high quality business that is not particularly AI-sensitive (positively or negatively) that we ****** s to be trading at a compelling valuation. ICE is trading on a forward price to earnings ratio of around 17x, a level we have not seen since the GFC.
ICE has been a long-term holding of the Fund, and we have discussed the investment on many prior occasions. In our view, not much has changed. There are some market concerns around the impact AI may have on the number of people using ICE's proprietary data and ****** ytics. We think this is a peripheral issue and unlikely to materially impact ICE. The larger market concern is that the Commodity Futures Trading Commission (CFTC), which regulates many of ICE's markets, may authorise 'perpetual' derivatives and encourage competition in products such as crypto that could compete with established regulated exchanges.
#market
8 days ago
L1 Capital, an investment management firm, released its "L1 Capital International Fund" (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a 'two-speed' but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing between strong fundamentals and speculative momentum. Additionally, the market displays a 'narrow' character, marked by high exuberance and ******* ounced over-pessimism. Against this backdrop, the Fund returned +2.6% (net of fees) during the June 2026 quarter, compared to the benchmark return of +12.5% (all in A$). The underperformance was driven more by which investments were not held in the Fund. The Fund remains focused on quality, valuation and the avoidance of permanent capital loss, and believes the portfolio is positioned to deliver attractive risk-adjusted returns for patient investors. In addition, you can check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, L1 Capital International Fund highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 17, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.24 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 7.83%, and its shares lost 24.67% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.02 billion.
L1 Capital International Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor update:
"CDW Corporation (NASDAQ:CDW) is a leading provider of products and solutions in the information technology (IT) industry in North America and the U.K. It acts as a value-added reseller for many of the leading IT businesses. Management is executing solidly in subdued market conditions. Most of the AI implications for CDW are second-order. For example, clients may spend less on the products and solutions sold by CDW and more on AI-centric solutions.
We divested CDW to fund larger investments in several high-quality businesses that are not AI sensitive and trading below our ******* sed fair value, thus offering a compelling investment opportunity particularly for investors who are less driven by short term momentum and have a longer-term investment horizon. Examples include American Express, Apollo Group, Danaher, HCA and ICE."
#corporation #solutions
In its Q2 2026 investor letter, L1 Capital International Fund highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 17, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.24 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 7.83%, and its shares lost 24.67% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.02 billion.
L1 Capital International Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor update:
"CDW Corporation (NASDAQ:CDW) is a leading provider of products and solutions in the information technology (IT) industry in North America and the U.K. It acts as a value-added reseller for many of the leading IT businesses. Management is executing solidly in subdued market conditions. Most of the AI implications for CDW are second-order. For example, clients may spend less on the products and solutions sold by CDW and more on AI-centric solutions.
We divested CDW to fund larger investments in several high-quality businesses that are not AI sensitive and trading below our ******* sed fair value, thus offering a compelling investment opportunity particularly for investors who are less driven by short term momentum and have a longer-term investment horizon. Examples include American Express, Apollo Group, Danaher, HCA and ICE."
#corporation #solutions
8 days ago
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans to exceed the original investment as demand for AI computing continues to grow.
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#cloud
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#cloud
8 days ago
Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#NVIDIA #NASDAQ #business
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom (NASDAQ: AVGO) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.
Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.
#NVIDIA #NASDAQ #business
9 days ago
More than half a century has elapsed since the last big exhibition of work by Richard Dadd, the Victorian one-off who murdered his father while in his 20s and spent the rest of his life painting in psychiatric institutions. The most famous of his seemingly psychedelic compositions is The Fairy-Feller's Master-Stroke (1855-64), an airless, intricate and profoundly eccentric picture swarming with supernatural creatures, each apparently no bigger than a blade of grass. Surely it's the product of a fevered brain?
Richard Dadd: Beyond Bedlam, at the Royal Academy of Arts, invites us to consider its subject afresh, not as a lunatic who happened to paint but as a first-rate artist who lived with mental illness (probably schizophrenia), a little like Vincent van Gogh. Although, on this evidence, his folkloric paintings can appear obscure, as well as multitudinous and hallucinatory, the originality of his vision reinforces the show's premise. This exhibition may be weird, but it's certainly compelling.
Despite Dadd's medical history, it would be wrong to categorise him as an "outsider" artist. He was born in Kent in 1817, his mother died when he was a child, then, at the age of 19, he entered the Royal Academy Schools, a move emphasised (unsurprisingly, given its setting) by this exhibition's dull opening room. If Dadd's mature art appears technically accomplished and steeped in art history – I have a hunch that an odd watercolour of 1852 depicting Robin Hood craftily alludes to The Archers (1769-70) by Sir Joshua Reynolds now in Tate Britain – that's because he was trained, as well as talented.
After winning acclaim for some early Shakespearean fairy pictures, including one of a corpulent, malevolent-looking Puck sitting cross-legged on a fungus beneath a foxglove like a dripping shower head, Dadd was invited, in 1842, to accompany Thomas Phillips, a Welsh lawyer and politician, on a trip around the eastern Mediterranean. Over-stimulated by this grand tour, Dadd began suffering delusions. On his return to London, he became convinced that his father was a devil and killed him with a knife. A year later, he was admitted to Bethlem and remained there for two decades before being transferred to Broadmoor Hospital, where he would eventually die from tuberculosis, in 1886.
During his time as a patient, medical attitudes to mental illness started to shift. In 1854, Dadd produced Agony – Raving Madness, a watercolour of a manacled, half-naked, evidently tormented patient clutching at his head. Yet, Dadd's doctors wanted physical coercion to become a thing of the past. They allowed him to draw and paint as he wished, and even commissioned him to do so; exceptionally, at Broadmoor, they also provided him with carpentry tools, so that he could build his own idiosyncratic wooden picture frames (two of which appear at the Royal Academy).
Richard Dadd: Beyond Bedlam, at the Royal Academy of Arts, invites us to consider its subject afresh, not as a lunatic who happened to paint but as a first-rate artist who lived with mental illness (probably schizophrenia), a little like Vincent van Gogh. Although, on this evidence, his folkloric paintings can appear obscure, as well as multitudinous and hallucinatory, the originality of his vision reinforces the show's premise. This exhibition may be weird, but it's certainly compelling.
Despite Dadd's medical history, it would be wrong to categorise him as an "outsider" artist. He was born in Kent in 1817, his mother died when he was a child, then, at the age of 19, he entered the Royal Academy Schools, a move emphasised (unsurprisingly, given its setting) by this exhibition's dull opening room. If Dadd's mature art appears technically accomplished and steeped in art history – I have a hunch that an odd watercolour of 1852 depicting Robin Hood craftily alludes to The Archers (1769-70) by Sir Joshua Reynolds now in Tate Britain – that's because he was trained, as well as talented.
After winning acclaim for some early Shakespearean fairy pictures, including one of a corpulent, malevolent-looking Puck sitting cross-legged on a fungus beneath a foxglove like a dripping shower head, Dadd was invited, in 1842, to accompany Thomas Phillips, a Welsh lawyer and politician, on a trip around the eastern Mediterranean. Over-stimulated by this grand tour, Dadd began suffering delusions. On his return to London, he became convinced that his father was a devil and killed him with a knife. A year later, he was admitted to Bethlem and remained there for two decades before being transferred to Broadmoor Hospital, where he would eventually die from tuberculosis, in 1886.
During his time as a patient, medical attitudes to mental illness started to shift. In 1854, Dadd produced Agony – Raving Madness, a watercolour of a manacled, half-naked, evidently tormented patient clutching at his head. Yet, Dadd's doctors wanted physical coercion to become a thing of the past. They allowed him to draw and paint as he wished, and even commissioned him to do so; exceptionally, at Broadmoor, they also provided him with carpentry tools, so that he could build his own idiosyncratic wooden picture frames (two of which appear at the Royal Academy).
9 days ago
Oklo's (NYSE: OKLO) stock price has declined by more than 42% in 2026 as of this writing, but ******* ysts are still generally optimistic about the future. Of 22 ******* yst ratings tracked by CNN, the median one-year price target is $87.
That suggests significant gains are ahead, but there's a reason why investors will still want to proceed with caution before buying Oklo stock.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
From Oklo's July 16 closing price of $41.11, reaching that median price target of $87 would provide a potential return of roughly 112%. Of the 22 ******* ysts mentioned earlier, the most bullish has a price target of $140, which would imply upside of more than 240%.
At first glance, Oklo appears to be a compelling investment. Those price targets, however, even at the median, may be a bit too optimistic for the next 12 months.
That suggests significant gains are ahead, but there's a reason why investors will still want to proceed with caution before buying Oklo stock.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
From Oklo's July 16 closing price of $41.11, reaching that median price target of $87 would provide a potential return of roughly 112%. Of the 22 ******* ysts mentioned earlier, the most bullish has a price target of $140, which would imply upside of more than 240%.
At first glance, Oklo appears to be a compelling investment. Those price targets, however, even at the median, may be a bit too optimistic for the next 12 months.
10 days ago
Had you invested $10,000 in the S&P 500 index 10 years ago, your investment would have grown to roughly $41,420 today. On an annualized basis, this translates to an excellent 15.3% total return (as of July 16). This more recent return is significantly better than the benchmark's long-term 10% average.
While the S&P 500 index is doing well in 2026 (up 11.3%), there's an international exchange-traded fund (ETF) that's outperforming it by about two percentage points. This is a shorter time frame for comparison, so investors shouldn't use it to jump to any conclusions. But it might be worth it to take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors would be wise to think about adding the Vanguard Total International Stock ETF (NASDAQ: VXUS) to their watch lists for further consideration. Based on the latest data, it has $652 billion in total **** ets, with an inception date of January 2011. There are over 8,700 stocks in the portfolio. And the expense ratio is compelling at 0.05%.
This ETF doesn't own any businesses based in the U.S., so investors will get completely different exposure than the S&P 500 index provides. In other words, the Vanguard Total International Stock ETF can provide a sort of hedge if you think you're heavily concentrated in American companies, most notably the Magnificent Seven stocks.
While the S&P 500 index is doing well in 2026 (up 11.3%), there's an international exchange-traded fund (ETF) that's outperforming it by about two percentage points. This is a shorter time frame for comparison, so investors shouldn't use it to jump to any conclusions. But it might be worth it to take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors would be wise to think about adding the Vanguard Total International Stock ETF (NASDAQ: VXUS) to their watch lists for further consideration. Based on the latest data, it has $652 billion in total **** ets, with an inception date of January 2011. There are over 8,700 stocks in the portfolio. And the expense ratio is compelling at 0.05%.
This ETF doesn't own any businesses based in the U.S., so investors will get completely different exposure than the S&P 500 index provides. In other words, the Vanguard Total International Stock ETF can provide a sort of hedge if you think you're heavily concentrated in American companies, most notably the Magnificent Seven stocks.
10 days ago
After a thrilling 2026 World Cup tournament taking place over the past month across 16 different cities in Canada, the United States and Mexico, it's all come down to this: The final matchup between Argentina and Spain taking place at New York New Jersey Stadium. There will be heated rivalries. There will be a first-ever halftime show. And there will be a huge number of celebrities in the stands cheering on the final two teams.
The past few weeks have been packed with plenty of compelling narratives that have had fans hooked, whether it's been the viral run on ranch dressing after tourists discovered it in the U.S.A.; the super fans who sacrificed to get seats in the stadium; the players who made a major impact in their first time on the global stage (who could forget Vozinha?) or the general thrill of victory and the agony of defeat.
See which stars showed up to watch some soccer (and Shakira) for the final game World Cup 2026.
01 of 08
02 of 08
The past few weeks have been packed with plenty of compelling narratives that have had fans hooked, whether it's been the viral run on ranch dressing after tourists discovered it in the U.S.A.; the super fans who sacrificed to get seats in the stadium; the players who made a major impact in their first time on the global stage (who could forget Vozinha?) or the general thrill of victory and the agony of defeat.
See which stars showed up to watch some soccer (and Shakira) for the final game World Cup 2026.
01 of 08
02 of 08
12 days ago
Private equity billionaire Leon Black walked out of his transcribed interview with the House Oversight Committee regarding his decades-long relationship with Jeffrey Epstein after refusing to answer questions about nondisclosure agreements allegedly related to the disgraced ***** offender, according to a transcript of the June 26 interview released by the committee Friday.
While he said he would be willing to talk about three women involved in lawsuits against him, Black repeatedly declined to answer questions about how many nondisclosure agreements he was involved in, citing the advice of his attorneys.
"I'm not here to talk about confidential NDAs," Black said, later adding. "I'm not here to talk about who has NDAs."
Comer subpoenas Leon Black after his refusal to answer some Epstein questions from panel
Black was issued two subpoenas after his refusals -- one compelling him to participate in a deposition and another to turn over any NDAs. A House Oversight Committee spokesperson said Black's attorney confirmed Black would appear for a deposition on Sept. 3, and he will turn over the NDAs sometime next week.
While he said he would be willing to talk about three women involved in lawsuits against him, Black repeatedly declined to answer questions about how many nondisclosure agreements he was involved in, citing the advice of his attorneys.
"I'm not here to talk about confidential NDAs," Black said, later adding. "I'm not here to talk about who has NDAs."
Comer subpoenas Leon Black after his refusal to answer some Epstein questions from panel
Black was issued two subpoenas after his refusals -- one compelling him to participate in a deposition and another to turn over any NDAs. A House Oversight Committee spokesperson said Black's attorney confirmed Black would appear for a deposition on Sept. 3, and he will turn over the NDAs sometime next week.
13 days ago
Celsius Holdings, Inc. (NASDAQ:CELH) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On July 9, 2026, Needham lowered the firm's price target on Celsius Holdings, Inc. (NASDAQ:CELH) to $55 from $75 and kept a Buy rating on the shares. Needham said expectations are low heading into Q2 earnings, but the firm is cautious on the setup and lowered revenue estimates to reflect recent scanner trends for both of Celsius' driver brands. Needham said fundamentals have slowed more quickly than expected, though a significant amount of bad news is already reflected in the shares, and called the current risk/reward setup "compelling" with a cleaner 2027 ahead.
On June 30, UBS lowered the firm's price target on Celsius to $50 from $55 and kept a Buy rating on the shares. UBS said management is still optimizing SKUs and shelf ****** e, while core fruit flavors remain resilient despite weakness in newer product lines. UBS sees attractive upside from a potential return to organic revenue growth and double-digit earnings growth by 2027.
IVASHstudio/Shutterstock.com
On June 25, Roth Capital lowered the firm's price target on Celsius to $57 from $65 and kept a Buy rating on the shares. Roth reduced estimates ahead of the Q2 report to reflect slower growth in the North America energy drink category relative to 2025, and said market share for the Celsius brand continues to lag expectations. Still, Roth expects Alani to outperform the energy category and the Celsius brand to show better year-over-year performance in the back half of 2026.
On July 9, 2026, Needham lowered the firm's price target on Celsius Holdings, Inc. (NASDAQ:CELH) to $55 from $75 and kept a Buy rating on the shares. Needham said expectations are low heading into Q2 earnings, but the firm is cautious on the setup and lowered revenue estimates to reflect recent scanner trends for both of Celsius' driver brands. Needham said fundamentals have slowed more quickly than expected, though a significant amount of bad news is already reflected in the shares, and called the current risk/reward setup "compelling" with a cleaner 2027 ahead.
On June 30, UBS lowered the firm's price target on Celsius to $50 from $55 and kept a Buy rating on the shares. UBS said management is still optimizing SKUs and shelf ****** e, while core fruit flavors remain resilient despite weakness in newer product lines. UBS sees attractive upside from a potential return to organic revenue growth and double-digit earnings growth by 2027.
IVASHstudio/Shutterstock.com
On June 25, Roth Capital lowered the firm's price target on Celsius to $57 from $65 and kept a Buy rating on the shares. Roth reduced estimates ahead of the Q2 report to reflect slower growth in the North America energy drink category relative to 2025, and said market share for the Celsius brand continues to lag expectations. Still, Roth expects Alani to outperform the energy category and the Celsius brand to show better year-over-year performance in the back half of 2026.
13 days ago
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for "Heartland Mid Cap Value Fund". A copy can be downloaded here. Mid-cap stocks sharply rose in the second quarter, driven by perceived AI beneficiaries, particularly in Technology. The Fund returned 9.90% in the quarter, compared to the Russell Midcap® Value Index's 13.40% return. The underperformance was driven by negative stock selection despite Tech being one of the top absolute return contributors. In the challenging environment, the Fund remains focused on its disciplined approach to security selection. In addition, you can check the Fund's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Heartland Mid Cap Value Fund highlighted MarketAxess Holdings Inc. (NASDAQ:MKTX). MarketAxess Holdings Inc. (NASDAQ:MKTX) is a leading financial technology company that operates an electronic trading platform. On July 14, 2026, MarketAxess Holdings Inc. (NASDAQ:MKTX) stock closed at $114.87 per share. One-month return of MarketAxess Holdings Inc. (NASDAQ:MKTX) was -4.20%, and its shares lost 46.70% of their value over the last 52 weeks. MarketAxess Holdings Inc. (NASDAQ:MKTX) has a market capitalization of $4.08 billion.
Heartland Mid Cap Value Fund stated the following regarding MarketAxess Holdings Inc. (NASDAQ:MKTX) in its Q2 2026 investor update:
"Financials. While ON was one of the Fund's top contributor last quarter, the biggest detractor to our Strategy's performance was MarketAxess Holdings Inc. (NASDAQ:MKTX), a position we initiated in the first quarter and built in the second quarter. MKTX operates the largest U.S. corporate bond e-trading platform. It sits in a market blind spot —neither championed as an AI winner nor penalized by the AI disruption narrative—offering a high-quality, attractively valued profile with self-help-driven margin expansion potential. However, current macro conditions are a headwind. Heavy primary bond issuance volume, much of it financing the AI boom, alongside tighter credit spreads, has temporarily diverted trading volume away from MKTX's core secondary market.
Why do we remain confident in MKTX? First, the company is exiting a heavy investment cycle that historically pressured margins, setting up strong operating leverage as the pace of spending plateaus and volumes improve. Second, industry trading data indicates market share gains across a key U.S. credit trading protocol where the company investments have been focused. Third, MKTX holds distinct scale advantages in developed international and emerging markets, where electronic trading penetration is still low by comparison to the U.S. Valuation is also highly compelling: the stock trades at 8.8X consensus 2026 Enterprise Value/EBITDA versus a domestic peer median of 14.0X. Despite its superior profit margins and balance sheet, MarketAxess yields over 8% on a FCF/EV basis and is well-positioned for a multi-year profit grow
In its Q2 2026 investor letter, Heartland Mid Cap Value Fund highlighted MarketAxess Holdings Inc. (NASDAQ:MKTX). MarketAxess Holdings Inc. (NASDAQ:MKTX) is a leading financial technology company that operates an electronic trading platform. On July 14, 2026, MarketAxess Holdings Inc. (NASDAQ:MKTX) stock closed at $114.87 per share. One-month return of MarketAxess Holdings Inc. (NASDAQ:MKTX) was -4.20%, and its shares lost 46.70% of their value over the last 52 weeks. MarketAxess Holdings Inc. (NASDAQ:MKTX) has a market capitalization of $4.08 billion.
Heartland Mid Cap Value Fund stated the following regarding MarketAxess Holdings Inc. (NASDAQ:MKTX) in its Q2 2026 investor update:
"Financials. While ON was one of the Fund's top contributor last quarter, the biggest detractor to our Strategy's performance was MarketAxess Holdings Inc. (NASDAQ:MKTX), a position we initiated in the first quarter and built in the second quarter. MKTX operates the largest U.S. corporate bond e-trading platform. It sits in a market blind spot —neither championed as an AI winner nor penalized by the AI disruption narrative—offering a high-quality, attractively valued profile with self-help-driven margin expansion potential. However, current macro conditions are a headwind. Heavy primary bond issuance volume, much of it financing the AI boom, alongside tighter credit spreads, has temporarily diverted trading volume away from MKTX's core secondary market.
Why do we remain confident in MKTX? First, the company is exiting a heavy investment cycle that historically pressured margins, setting up strong operating leverage as the pace of spending plateaus and volumes improve. Second, industry trading data indicates market share gains across a key U.S. credit trading protocol where the company investments have been focused. Third, MKTX holds distinct scale advantages in developed international and emerging markets, where electronic trading penetration is still low by comparison to the U.S. Valuation is also highly compelling: the stock trades at 8.8X consensus 2026 Enterprise Value/EBITDA versus a domestic peer median of 14.0X. Despite its superior profit margins and balance sheet, MarketAxess yields over 8% on a FCF/EV basis and is well-positioned for a multi-year profit grow
