Vinted, one of Europe's largest marketplaces for buying and selling pre-owned items between private individuals, will direct customers in Germany to ship or exchange goods through DHL Group's (XETRA: DHL) network of parcel lockers and digital kiosks, under a new strategic partnership aimed at making peer-to-peer purchases as convenient as ones through online retailers.
Private-party sales of used items through online marketplaces have become very popular in Germany. According to the latest DHL E-Commerce Trends Report, 67% of online shoppers in the country have already sold items via a digital platform.
Vinted and DHL announced Wednesday they are working together to expand and simplify the shipping and collection of Vinted parcels through DHL's network of Packstations (automated, self-service locker systems that allows users to send, receive and drop-off parcels around the clock), Poststations (digital Deutsche Post retail outlets where users can take care of postal business) and DeinFach lockers (a carrier neutral parcel locker network).
DHL operates the most extensive parcel shipping network in Germany, including 41,000 parcel drop-off and collection points at post offices, parcel shops and automated facilities.
The Vinted collaboration builds on a multi-month pilot program that both companies recently completed, DHL spokeswoman Sarah Preuss explained in an email message.

#parcel

Chipmaker Qualcomm (QCOM) will report its third quarter earnings on Wednesday, giving investors a closer look at the impact the global memory shortage is having on smartphone sales and the status of the company's upcoming data center segment.
Qualcomm is working to diversify its business to reduce its dependence on its handset business, which has slowed over the years, as customers hold on to their phones for longer before upgrading.
And with smartphone makers increasing prices to offset the rising cost of memory and storage chips caused by the global AI build-out, the handset market is looking rough.
"The smartphone industry is not great," Bernstein ***** yst Stacy Rasgon told Yahoo Finance's Julie Hyman on Wednesday.
"Memory prices are going up, and AI is sort of sucking up a lot of the supply. And so it's just not leaving a lot for the smartphone players. And we're seeing unit growth has gone negative," he added.

#smartphone #qualcomm

The western rival of Union Pacific said that the carrier's latest regulatory filing doesn't change the fact that the merger with Norfolk Southern will raise rates for shippers, and prices for consumers.
"We are continuing to review the additional information submitted at the request of the Surface Transportation Board in regard to the proposed UP-NS merger," said BNSF (NYSE: BRK-B) President and Chief Executive Katie Farmer, in a statement Tuesday. "Despite UP (NYSE: UNP) and NS's (NYSE: NSC) fourth attempt to submit a complete application, the bottom line remains the same. UP and NS have not changed the core of their proposal that fails to demonstrate how combining two major railroads into a single carrier would preserve – much less enhance – competition as required by the STB's merger rules.'
The merging railroads on Monday completed the supplemental filing requested by the STB when it conditionally accepted the second merger application in late May.
"UP and NS highlight several so-called new aspects of their application, but they are more of the same – processes with multiple caveats that are difficult to understand, available to very few customers and only available for very short periods of time," Farmer said. "They do nothing meaningful to mitigate the massive anticompetitive impact of 50% market share held by one company."
The combined UP-NS would claim around 37% of North American rail traffic, according to data from Railfax. The partners' just-announced operating agreement with Canadian National (NYSE: CNI) would add another 13% share to the total.

#merger #same #Share

With a market cap of $71.5 billion, Synopsys, Inc. (SNPS) is a leading provider of engineering solutions spanning silicon to systems, helping customers accelerate the development of AI-powered products. The company offers industry-leading silicon design, IP, simulation and **** ysis solutions, and design services to enhance R&D productivity and drive innovation across diverse industries.
The Sunnyvale, California-based company is slated to announce its fiscal Q3 2026 results soon. Ahead of the release, **** ysts expect Synopsys to report EPS of $2.67, a 16.1% rise from $2.30 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in three of the past four quarters while missing on another occasion.
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

#earnings #company #design

Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.

#infrastructure #flashing

If you own Teradyne (TER) stock, or you're thinking about buying it, the last week of July could be critical. Teradyne, the company behind the machines that test AI chips, memory, and networking gear, is about to show investors whether its blistering growth pace from earlier this year can continue. And based on what management has said in recent weeks, there's a lot riding on the answer.
Teradyne has quietly become one of the more interesting AI plays on Wall Street, given it manufactures the equipment that proves AI chips work before they are shipped to data centers. As AI hardware gets more complex, that job is getting bigger and more expensive for customers to skip.
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

#Stock #chips #dear #fans

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

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Nvidia Corp. CEO Jensen Huang said the U.S. should embrace, not ban, China's AI models, arguing that high-quality open-source technology should be used rather than feared.
In an interview with Axios on Tuesday, Huang called the Chinese models "excellent" and dismissed concerns that OpenAI and Anthropic should fear open AI models, saying they broaden AI adoption by attracting new users, while many customers will still pay for the superior performance and reliability of closed models.
Huang pushed back on fears that downloaded Chinese AI models create a "backdoor" to Beijing, arguing they can be securely customized and isolated.
Don't Miss:

#chinese #arguing #finance #NVIDIA

Spring, Texas-based Hewlett Packard Enterprise Company (HPE) delivers solutions that allow customers to capture, ****** yze, and act upon data seamlessly. Valued at $63.2 billion by market cap, the company provides servers, advanced storage products, high-performance computing, AI-driven platforms, and more. The global technology leader is expected to announce its fiscal third-quarter earnings for 2026 in the near term.
Ahead of the event, ****** ysts expect Hewlett Packard Enterprise to report a profit of $0.80 per share on a diluted basis, up 128.6% from $0.35 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
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

#Share #spring

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter.
Ryder System is seeing more opportunities surface for its dedicated transportation solutions segment as capacity continues to exit the market, executives shared during the company's Q2 earnings call held July 23.
Operating revenue for the segment fell 3% year over year in Q2, but Ryder expects its fleet count to turn positive in Q4 or early 2027 as sales activity strengthens.
"Our pipelines are at record levels for us right now," CEO John Diez said during the call. "We've seen a number of opportunities come back where customers have been running their transportation with for-hire carriers, and they're looking for dedicated capacity and coming back to us."
Ryder's dedicated transportation solutions business — which provides customers with dedicated fleets, drivers and transportation services under longer-term contracts — is seeing demand improve although the recovery has yet to translate into fleet growth.

#dedicated #Transportation

The European Commission (EC) has approved Saica Group's acquisition of Thimm Group plants in Germany, Poland, the Czech Republic and Romania.
The deal covers all activities in those four countries, comprising nine corrugated board plants. It also includes one preprint facility in Ilsenburg, Germany.
Saica said the operation will increase its corrugated cardboard production capacity by 1,200 million square metres and add around 2,500 employees.
The acquisition will support its objective of developing local markets and getting closer to customers, it added.
Saica Group president and CEO Susana Alejandro said: "We are very happy to integrate Thimm's team within Saica Group, its knowledge and skills are highly appreciated in the sector. At Saica Group, people makes the difference: they are what drives our organisation. We are convinced they will contribute to Saica's future and its success.

#plants

Solana (CRYPTO: SOL) and Hyperliquid (CRYPTO: HYPE) exchange-traded funds (ETFs) are seeing capital inflows right as spot Bitcoin ETFs shed roughly $8.2 billion across an eight-week outflow streak culminating on July 6, and Ethereum funds joined them in the red. Solana ETFs now hold about $904 million in **** ets, and Hyperliquid ETFs have pulled in $350 million since May.
So does that mean investors should be bullish on the coins seeing the inflows?
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 »
Solana is down by about 60% over the past year. Fresh capital entering into spot Solana ETFs looks a lot like investors and financial institutions buying the dip in anticipation of the chain's upcoming catalysts.
Specifically, Alpenglow, the overhaul that is set to cut transaction finality times from 12.8 seconds to 150 milliseconds, activates on the mainnet sometime between August and October. Faster settlement is what Solana's institutional customers want and need, so it's likely going to be a significant unlock for even more capital onboarding in the future.

#NVIDIA #down

The company spent the past year going from survival questions to one of the market's biggest gainers, which makes its retreat from the high the more interesting story.
What Changed To Send Intel (INTC) Up More Than Fourfold?
Over the past year, Intel stock more than quadrupled, climbing about 308%, while the broader market managed nearly 18%. The move was not built on hope. By the company's own account, the conversation flipped from whether Intel could survive to how fast it can add capacity to keep up with demand. Revenue over the last twelve months reached about $57 billion and grew 7.5%, an acceleration from a three-year average near 2%. The businesses tied to AI now make up about 60% of revenue and grew 40% year over year, and management says the CPU is reclaiming ground inside AI systems, with the ratio of processors to accelerators shifting from one-in-eight toward one-in-four.
Is This Just The AI Chip Trade Lifting Everything?
Only partly. AMD rode the same wave and roughly tripled, up about 222%, but Nvidia gained only about 19% and Qualcomm about 7% over the same stretch, a fraction of that. The gains concentrated in the two biggest movers, and Intel outran even AMD. What set it apart was progress in its own factories: management says its 18A manufacturing process is yielding ahead of internal plans, and the company has pointed to multiyear deals with customers such as Google, a slot for its Xeon server chips inside Nvidia's flagship AI systems, and a headline tie-up with Elon Musk's ventures.

#year #inside

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.
Delivered 10% organic constant currency revenue growth, marking the tenth consecutive quarter of high single-digit growth or better.
U.S. Financial Services outperformance was driven by share gains and innovation rather than underlying market volumes, growing at a 9% CAGR excluding mortgage.
Strategic diversification has resulted in over one-third of Financial Services revenue coming from alternative data and non-credit solutions like Trusted Call.
Platform modernization reached a milestone with 60% of U.S. match activity and 30% of online customers now migrated to the OneTru platform.

#cagr

CMA CGM posted impressive Q2 earnings as it navigated volatile supply chain conditions to substantial increases in container volumes and profit.
The closely-held provider of diversified logistics services based in Marseille today said maritime volumes rose 6% to 6.3 million container units from 5.97 million in 2025. Revenue spiked 22% to $9.96 billion from $8.17 billion, while earnings before interest, taxes, depreciation and amortization (EBITDA) were up 42.4%, to $2.26 billion from $1.59 billion. EBITDA margin improved from 19.4% to 22.7%
"Against a backdrop of continued geopolitical instability, the Group delivered solid results in the second quarter of 2026, driven by the performance of our shipping activities, the growth of our terminals and air cargo businesses, and the complementary strengths of our logistics operations," said Rodolphe Saade, chairman and chief executive, whose family controls CMA CGM. "This performance reflects our strategy of expanding in key markets and investing in strategic **** ets. They once again demonstrate the strength of our model, our agility and our resilience, all in support of delivering reliable, high-quality service to our customers."
The company said that the second quarter of 2026 was "a particularly volatile market environment for the shipping and logistics industry, marked by the multiplication of geopolitical conflicts, particularly in the Middle East, and a high level of macroeconomic uncertainty."
Overall revenue grew 19.2% to $15.69 billion from $13.17 billion as EBITDA improved 31% to $2.99 billion from $2.28 billion and EBITDA margin was up 1.7 points to 19% from 17.3%. Net income was better at $770 million from $520 million.

#ebitda #volumes #Margin

SoundHound AI (NASDAQ: SOUN) stock has taken a severe beating so far this year, losing nearly 40% of its value as of this writing. Shares of the company that provides conversational artificial intelligence (AI) solutions to customers are now trading close to their 52-week low, but what's worth noting is that the steep drop in SoundHound's stock price doesn't seem justified.
After all, SoundHound operates in the fast-growing conversational AI market, where demand for agentic AI solutions is rising rapidly. Additionally, SoundHound's results have been solid in recent quarters, and the company is pulling the right strings to ensure that it remains a key player in the conversational AI ****** e.
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 »
We will take a closer look at the company's prospects in this article and check if it is worth investing $1,000 in this AI stock in anticipation of a turnaround in its fortunes.
When SoundHound AI released its Q1 results in May this year, it reported a 52% year-over-year increase in revenue to $44.2 million. The company also announced the acquisition of conversational AI solutions provider LivePerson to strengthen its voice and agentic AI offerings. This seems like a smart move that should ideally bolster SoundHound's growth.

#solutions #flashing

Celent has released a new report, entitled AI Everywhere for Value. Authored by senior ******* yst Alenka Grealish, the report concludes that the future of banking belongs to those who see AI and other digital capabilities as foundational for meaningful, intelligent engagement for both customers and employees.
Generative AI isn't a distant vision—it's already scaled and working inside US retail banks, powering more productive employees and richer, faster, and more personalised customer journeys.
Celent dives into several case studies that demonstrate real value being delivered among a global set of financial institutions, and we distil our observations into a set of actionable findings. Banks exploring their options for AI investment and business case development will find this flash report highly informative.
Empowering employees with AI capabilities at scale
Extending value levers beyond efficiency/productivity to revenues
Bank case studies that evidence ******* ulative value, and

#value #case #everywhere

Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

#revenue #Margin #quarter

Artificial intelligence has become a market that rewards execution, not promises. Investors have poured hundreds of billions of dollars into companies building AI infrastructure, yet leadership can change quickly when technology shifts or customers choose different suppliers. That makes earnings season especially important because it separates companies making real progress from those still telling turnaround stories.
Intel's (INTC) latest quarterly results showed meaningful progress across the businesses that matter most for AI, helping explain why the stock has climbed 322% over the past year even after retreating 27% from the all-time high it reached last month. Even so, the numbers suggest investors may still find better opportunities elsewhere in the AI ecosystem.
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

#Stock #still

Billionaire David Tepper made the bulk of his fortune investing on Wall Street, so it's understandable that people would peek into his hedge fund's holdings to get a look at where he's placing his bets. As of the first quarter (Q1), Tepper's hedge fund, Appaloosa Management, had $5.93 billion in ******* ets under management, with a surprising amount of that coming from a little-known energy company.
Vistra (NYSE: VST) was 5.12% of Appaloosa's portfolio, its seventh-largest holding. The six above it are Amazon, Micron, Alphabet, Uber, Taiwan Semiconductor Manufacturing, and Alibaba, all of which fall into the tech bucket.
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 »
So, why are Tepper and Appaloosa so high on Vistra? Let's take a look.
Vistra is an energy company that makes money in two main ways. The first is through retail, supplying power to around 5 million residential, commercial, and industrial customers.

#vistra #tepper

By Jayshree P Upadhyay and Ashwin Manikandan
MUMBAI, July 24 (Reuters) - Indian banks and insurers will launch a common customer identification system in August, with **** et managers joining later, two regulatory sources and industry executives said, allowing customers ‌to access financial products without separately submitting identification documents.
The new system, known as Central Know-Your-Customer 2.0 (CKYC), will only require the customer's ‌consent for these institutions to fetch data stored at a central registry when opening an account or updating their details.
India has spent more than a decade trying to create a system similar to those in countries such as Singapore and several European nations, where digital identity frameworks allow customers to access multiple financial products through a common verification process.
It will also help combat fraud through easier monitoring, the regulatory sources said.

#financial

Thermo Fisher Scientific Inc. (NYSE:TMO) saw its share prices increase by 8.71 percent on Thursday to close at $572.32 apiece, as investors took heart from the strong earnings performance and a series of price target upgrades for its stock.
In the second quarter of the year, the company grew its net income by 7 percent to $1.736 billion from $1.617 billion in the same period last year, while revenues increased by 10 percent to $11.99 billion from $10.85 billion year-on-year, thanks to its strong PPI Business System and growth strategy, among others.
Among its launches during the period include the next-generation Orbitrap platforms with AI-driven ******* ytics, which support researchers to study complex biology across multiomics, structural biology, biopharma characterization and small-molecule ******* ysis on a single system; help scientists to identify hard-to-detect molecules in drug development; and improve workflow flexibility, speed and reproducibility for molecular biology laboratories.
"Our end markets continue to strengthen and we're making great progress enhancing our capabilities, and further advancing our trusted partner status with customers, leading to continued share gain," he said.
Photo by Tima Miroshnichenko on Pexels

#Share #strong #thermo

Interested in Nokia Corporation? Here are five stocks we like better.
Nokia posted stronger Q2 2026 results, with 9% constant-currency net sales growth and improved margins. Network Infrastructure led the gain, while comparable operating profit rose to EUR 434 million and gross margin increased to 46%.
AI and cloud demand was a major growth driver, with sales from those customers more than doubling to EUR 446 million and order intake reaching EUR 2.8 billion. Management warned the orders were lumpy and that about half should convert to revenue within the next 12 months.
Nokia highlighted strategic investments in AI-RAN and optical capacity, including the launch of its first commercial AI-RAN platform and expansion of manufacturing in San Jose, Pennsylvania, and Arizona. The company also maintained its outlook, though it expects third-quarter mobile margins to dip before improving later in the year.
The New Nokia: A Bullish Upgrade Ignites This Big AI Bet

#Growth #million

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.
Performance exceeded expectations driven by a 16% organic growth in Proprietary Products, specifically led by a 29% surge in the Biologics market group.
High-Value Product (HVP) Components now represent 49% of total revenue, up from 46% last year, as customers increasingly shift toward advanced primary containment solutions.
Management attributes the strong win rate of over 90% for new large drug molecules to the technical necessity of barrier films like FluroTec and NovaPure for complex biologics.
The Annex 1 regulatory environment in Europe is acting as a multi-year catalyst, driving nearly 800 active upgrade projects as customers seek enhanced sterility and contamination control.

#year

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.
Achieved 19% year-over-year service revenue growth by successfully replacing lost Rithm-related business with new customer wins across both segments.
Reached a historical milestone with 65% of total service revenue now coming from non-Onity/Rithm customers, the highest diversification since the 2009 IPO.
Attributed the decline in adjusted EBITDA margins to the absence of a prior-year non-recurring benefit and increased investments in leadership and staff to support growth.
Deployed a centralized AI enablement model to accelerate software development and improve operating efficiency, specifically targeting the modernization of the Equator and Hubzu platforms.

#revenue #Growth #reached #onity

July 23 (Reuters) - Digital Realty Trust raised its full-year forecast for funds from operations on Thursday, betting on resilient leasing ‌momentum from cloud and AI customers to drive growth, sending ‌its shares up 3% in extended trading.
Austin, Texas-based Digital Realty is a real estate investment trust (REIT) that provides data center, colocation and interconnection solutions.
The company leases managed data centers to clients across industries ranging from cloud and information technology to social networking, communications, and manufacturing, and has been a ‌major beneficiary of the ⁠race to adopt generative AI, which requires vast amounts of computing power housed in specialized facilities.
Here are some ⁠more details:
• Digital Realty now expects fiscal 2026 adjusted funds from operations, a key cash flow metric for REITs, in the range of $8.15 to $8.20 per share, compared with its earlier projection of $8 to $8.10 per share.

#cloud #july

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 22, 2026, Salesforce, Inc. (NYSE:CRM) closed at $163.00 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 3.52%, and its shares lost 41.92% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $133.5 billion.
Montaka Global Investments stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"The It's Not About the SaaS: Why the market is wrong about Salesforce, Inc. (NYSE:CRM): Since the start of the recent SaaS selloff – which we explored in detail in Montaka's recent whitepaper – Salesforce's share price has halved. The market is now pricing in something like obsolescence for the world's dominant customer relationship management (CRM) platform.
This, in our view, represents a significant investment opportunity. The market's concern is two-fold. First, that AI makes software trivially cheap and easy to build – rendering vendors like Salesforce redundant. Second, that agents don't need software interfaces at all – they can interact directly with data and systems, making seat-based licences obsolete.

#montaka

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 SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 22, 2026, SAP SE (NYSE:SAP) closed at $148.75 per share. One-month return of SAP SE (NYSE:SAP) was -2.51%, and its shares lost 49.41% over the past 52 weeks. SAP SE (NYSE:SAP) has a market capitalization of $175.9 billion.
Ironvine Capital Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"Over the last five decades SAP SE (NYSE:SAP) has become the leading provider of ERP software for many of the world's largest, most supply chain-intensive companies. SAP counts 98 of the Fortune 100 as customers, with approximately 70% of revenue derived from large enterprises. Across much of this market the company operates in a duopoly with Oracle, although in certain niches it is the only practical solution. Its software integrates procurement, manufacturing, inventory, sales, human resources, and financial reporting into a single operating platform for the business.
Over time, SAP systems permeate customer operations, often with extensive customization reflecting company-specific workflows, regulatory requirements, and accumulated business knowledge. For example, Boeing relies on SAP to coordinate the ******* embly of airplanes containing tens of thousands of components, sourced from thousands of suppliers. If one part isn't where it's supposed to be, a $50 million plane doesn't move forward. Every component must be tracked, certified, and correctly installed with an auditable record. Boeing's SAP environment contains decades of custom code integrated with its supply chain to provide this digital paper trail…" (Click here to read the full text)

#NYSE #partners #letter #here

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction. The Fund's investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brasada Capital Management highlighted Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On July 22, 2026, Amphenol Corporation (NYSE:APH) closed at $157.51 per share. One-month return of Amphenol Corporation (NYSE:APH) was -4.63%, and its shares gained 50.78% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $193.77 billion.
Brasada Capital Management stated the following regarding Amphenol Corporation (NYSE:APH) in its Q2 2026 investor update:
"Amphenol Corporation (NYSE:APH) is one of the world's largest manufacturers of connectors, sensors, and interconnect systems, essentially producing the nervous system for modern electronics. The company designs solutions that allow power, signal, and data to flow reliably across demanding applications. Rather than selling off-the-shelf commodities, Amphenol acts as a crucial design partner, engineering the vast majority of its 500,000 SKUs as custom or semi-custom solutions tailored to the exact mechanical, thermal, or electrical requirements of its customers.
What makes Amphenol a high-quality business lies in its production of mission-critical components that represent a very small percentage of a customer's total cost of goods. Because the cost of failure is exceptionally high, whether in a commercial aircraft flying at 40,000 feet or a 1,000-volt EV battery, OEMs face significant switching costs and are reluctant to change suppliers once a component is proven reliable. This dynamic is further reinforced by a highly decentralized operating structure where general managers run their business units autonomously, enabling rapid, localized responses to customer needs. Additionally, the company is diversified across eight major end markets, with no single sector accounting for more than 25% of sales, which acts as a powerful shock absorber during cyclical downturns..." (Click here to read the full text)

#amphenol

July 23 (Reuters) - Mobile phone tower group Cellnex is studying strategic options including ‌taking the company private or ‌a merger with a competitor, Bloomberg News reported on Thursday.
Spain-based Cellnex's market capitalisation has more than halved since its peak of about 40 billion euros ($45.54 billion) in 2021, as investors ‌worried about its ⁠debt levels and potential consolidation among its customers.
The company's shares jumped ⁠over 5% after Bloomberg News report.
Cellnex was not immediately available for comment.
In the past year, Cellnex management held early talks with an ‌investor group backed by DigitalBridge Group Inc and Deutsche Telekom AG about the possibility of a deal, the report said, citing people familiar with the matter.

#group #bloomberg #spain