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primebi
1 day ago
On September 10, Canaccord cut its price target for The Lovesac Company (NASDAQ:LOVE) from $22 to $20 but maintained its Buy rating on the stock. This update came after the company reported its financial results for the second quarter of fiscal 2027, which ended August 2, 2026.
Canaccord noted that the company's fiscal Q2 results were in line with expectations. Revenue and adjusted EBITDA were both within the company's guidance and close to consensus estimates. The company received $21 million in IEEPA tariff refunds, which helped lift gross margins and earnings above consensus.
The Lovesac Company (NASDAQ:LOVE) reported net sales 0.4% higher than the prior-year period. This slight increase was mainly driven by 14 net new showrooms, although this was partly offset by a 1.9% decline in omni-channel comparable net sales and the closure of the company's Best Buy shop-in-shop locations. During the quarter, the company opened five additional showrooms and closed two.
The company reported net income of $7.4 million in the second quarter, compared with a net loss of $6.7 million in the same period last year. Operating income also improved to $10.9 million from an operating loss of $8.8 million a year earlier.
Gross profit rose 21.7% year-over-year while gross margin expanded to 68.4% of net sales from 56.4%, an increase of 1,200 basis points. The improvement was largely driven by IEEPA tariff recoveries, which contributed 1,240 basis points to gross margin. Excluding those recoveries, gross margin was 56.0%, down 40 basis points from the prior-year period.

#year #sales #period
wildly442
3 days ago
On September 10, Lovesac (NASDAQ:LOVE) reported record second quarter revenue of $161.2 million, its highest Q2 total ever, even as its entry-level furniture shopper kept pulling back. The 0.4% sales increase came almost entirely from showrooms rather than higher-margin online orders, and the quarter's real profit boost was traced to a one-time source. A $20 million tariff refund lifted gross margin by 1,200 basis points to 68.4%, masking an underlying business that actually lost money once that windfall is stripped out.
Configurations priced above $6,000 grew by double digits during the quarter, even against a strong comparison from a year earlier, and management pointed to that segment as the clearest sign the brand's value proposition still resonates. Showroom net sales climbed 4.6% to $114.1 million, helped by 14 net new locations opened over the past year and a double-digit jump in conversion rates that offset softer foot traffic.
The Snugg platform, a smaller and more digitally oriented sofa line, helped push "other products" revenue up 198.2%, with more than half of Snugg sales happening online, giving Lovesac a lower-priced entry point into the brand. The Loved by Lovesac resale program is doing similar work, with 70% of its customers new to the company.
Behind all of this sits a pipeline of four major launches set for the second half: a personalized comfort feature for Sactionals, an entirely new large-format premium seating platform, Snugg accessories including a corner piece and swivel base, and the start of onshore Sactionals seat manufacturing, alongside a national rollout of White Glove and Room of Choice delivery. The balance sheet backs it up, with $68.8 million in cash, no debt, $34 million in unused borrowing capacity, and $7.2 million in buybacks with $46.9 million left under the current authorization.
Omni-channel comparable sales fell 1.9%, driven by demand pressure below $6,000, where management said inflation, higher interest rates, and a spike in gas prices have hit the same buyers for several quarters running. Internet sales dropped 5.3%, Sacs sales fell 8.6%, and the exit of the Best Buy shop-in-shop partnership cut "other" net sales by 23.2%. Strip out the tariff refund and adjusted EBITDA was actually a loss of $1.3 million, compared with income of $0.8 million a year earlier, a sign the core business is less profitable than the headline numbers suggest.

#million #quarter #revenue
doyvilodatujuza080
7 days ago
On September 2, F5, Inc. (NASDAQ:FFIV) announced a key integration with MuleSoft, a Salesforce, Inc. (NYSE:CRM) company, federating F5 AI Guardrails directly into MuleSoft's Agent Fabric Omni Gateway. As enterprises rapidly scale agentic AI capabilities, security teams face growing governance gaps and risks from prompt injection, data leakage, and toxic outputs. This native integration gives security and platform engineering teams centralized policy enforcement, proactive threat mitigation, and low-touch policy tuning without forcing organizations to re-architect existing infrastructure.
While the partnership strengthens both ecosystems, examining their latest financials reveals two enterprise software giants moving at distinctly different scales and growth trajectories.
F5, Inc. (NASDAQ:FFIV) reported strong Q3 FY26 results, generating $865 million in revenue (up 11% year-over-year). Revenue growth was anchored by a 19% jump in product revenue, led by a 32% surge in systems revenue ($240 million). F5's bottom line remained exceptionally robust, expanding non-GAAP operating margin to 35.0% and delivering non-GAAP net income of $272 million ($4.73 per diluted share, up from $4.16).
Salesforce operated at a much larger scale in its record Q2 FY27, generating $11.3 billion in quarterly revenue (up 11% year-over-year). Growth was fueled by subscription and support revenue of $10.8 billion and expanding adoption of its Agentforce platform, whose annual recurring revenue (ARR) neared $3.9 billion. Salesforce posted a non-GAAP operating margin of 34.1%, and non-GAAP diluted EPS of $5.90, while raising its full-year FY27 revenue guidance to $46.1B–$46.4B.
While both companies run near-identical, highly profitable non-GAAP operating margins (~34%–35%), Salesforce leads overall financial health due to its massive free cash flow generation, cRPO backlog of $33.5 billion, and broader ecosystem dominance.

#Growth
yownodizupaykumuho2
11 days ago
Few retail chains that filled malls in the 1980s and 1990s still exist today.
Teenage me could have shopped at Chess King for shiny shirts, visited Gadzooks for baggy pants, or gone a little classier and purchased dressier clothes at Structure. All of those chains were fairly, if not very, popular for a minute, and none of them exist now.
Former Tory Burch Chief Client Officer Francesca Danzi told Forbes that it's a major challenge for a brand to remain relevant across decades.
"Enhancing retail experience is key and goes beyond adding omnichannel capabilities that boost convenience. We are witnessing the rise of experiential retail that is reshaping the store of the future," she said.
Danzi does not see the so-called retail apocalypse as a crisis where stores are closing, but as an opportunity to right-size store portfolios.

#danzi #chains #store
flaTPatch
11 days ago
On August 18, Austin Moeller from Canaccord Genuity reiterated his Buy rating for Intuitive Machines (NASDAQ:LUNR). Despite cutting his price target from $41 to $39, his estimates result in almost 165% upside potential as of September 1 closing. Moeller's stance is based on the company's second quarter announcement on August 13. The management reiterated its full-year 2026 guidance, projecting topline figures between $900 million and $1 billion, along with positive adjusted EBITDA. Chief Executive Officer, Steve Altemus, reflected on the company's performance by stating:
"We delivered a strong quarter, highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth."
Sergey Nivens/Shutterstock.com
The second quarter saw Intuitive Machines (NASDAQ:LUNR) posting record quarterly revenue figures of $206.17 million. This equates to a 310% growth compared to a $50.31 million topline during the same period last year. This can be attributed to execution across the company's commercial lunar payload services, omnibus multidisciplinary engineering services, near ****** e network services, and ****** ecraft production programs. During the second quarter, it booked additional $920 million of awards and ended the quarter with an order backlog of $1.8 billion. This represented a substantial jump compared with December-end backlog of $213.1 million. It is pertinent to highlight that $612.8 million of the total order backlog is linked to the company's acquisition of Lanteris, earlier in 2026.
The business mix exhibited a material shift during the second quarter. National security programs saw a notable jump in revenue contribution, accounting for roughly 30% of the topline compared to just 3% in Q2 2025. The company has been actively pursuing opportunities to expand its pipeline of defense and satellite communication programs. It recently received authorization to proceed on a $600 million multi-satellite communications infrastructure program. The company will leverage its IM 1300 satellite platform to design, manufacture, integrate, and support multiple ****** ecraft. This award validates the Intuitive Machines' IM 1300 platform for large-scale procurements, and strengthens its footprint in satellite communications infrastructure.

#intuitive #machines #company
F_UKJl
14 days ago
In the blink of an eye, college golf is back.
Three months ago, trophies were handed out to the Stanford women and Auburn men at Omni La Costa Resort & Spa, bringing an end to a stellar 2025-26 season. But after a great summer of amateur golf (with a couple more big events to go in 2026), college golf's time to shine has returned.
There are plenty of storylines to look forward to this season, but Golfweek is taking a look into a crystal ball to make some predictions for the season, including what may happen eight months from now at Omni La Costa.
Over the last week, Golfweek has announced its preseason men's and women's rankings, men's and women's All-Americans, men's and women's freshmen to watch and more. Now, it's time to predict what will happen come the end of the season.
More: Golfweek's 2026-27 women's college golf preseason team rankings

#omni
Cool
15 days ago
Descartes Systems Group announced Tuesday that it has acquired Extensiv, a warehouse management and fulfillment tech provider, for $120 million. The deal follows Descartes' $100 million acquisition of Tai last week.
The acquisition was funded with cash on hand.
California-based Extensiv helps 3PLs with inventory management and order fulfillment. It uses AI tools to leverage its omnichannel data and enhance decision making for warehouse operators.
"3PLs are under constant pressure to fulfill faster, scale flexibly, and support the evolving needs of modern brands," said Mikel Richardson, general manager of ecommerce operations at Descartes. … "Extensiv strengthens that position by adding more participants, more contextually rich operational data and fulfillment intelligence to the Descartes Global Logistics Network."
Like the addition of Tai, a TMS provider to freight brokers, the Extensiv deal deepens Descartes' reach into the logistics services provider market. It also builds out its warehousing, inventory management and ecommerce fulfillment offerings.

#management
hypeRfix
17 days ago
First Phosphate Corp. (CSE:PHOS, NASDAQ:PHOS, FRA:KD0, OTCQX:FRSPF) said shareholders re-elected all five board nominees and approved an advance notice policy at its Annual General and Special Meeting, as the company's registered shareholder base grew 861% over the past year.
The company reported voter turnout of more than 34% at the meeting, held August 28, 2026, with all board nominees receiving support above 95%.
First Phosphate said its shareholder count reached 12,501 as of the record date for the 2026 meeting, up from 1,301 a year earlier, an increase of 861%. The figures, drawn from the company's transfer agent registrar and beneficial shareholder data from Broadridge, do not include any growth since the company's recent Nasdaq listing.
The company said the growth in its shareholder base reflects a positive sign of maturation in its corporate development, which it attributed to successful financings, management's commitment to results, and a broader understanding and appreciation of the company's vision, initiatives and opportunities among both retail and institutional investors.
Shareholders also approved fixing the board at five directors, the appointment of Davidson & Company LLP as auditor, and the re-approval of the company's omnibus equity incentive plan, each drawing support above 96%.

#shareholder #company
1714hb05ji
17 days ago
Descartes Systems Group announced Tuesday that it has acquired Extensiv, a warehouse management and fulfillment tech provider, for $120 million. The deal follows Descartes' $100 million acquisition of Tai last week.
The acquisition was funded with cash on hand.
California-based Extensiv helps 3PLs with inventory management and order fulfillment. It uses AI tools to leverage its omnichannel data and enhance decision making for warehouse operators.
"3PLs are under constant pressure to fulfill faster, scale flexibly, and support the evolving needs of modern brands," said Mikel Richardson, general manager of ecommerce operations at Descartes. … "Extensiv strengthens that position by adding more participants, more contextually rich operational data and fulfillment intelligence to the Descartes Global Logistics Network."
Like the addition of Tai, a TMS provider to freight brokers, the Extensiv deal deepens Descartes' reach into the logistics services provider market. It also builds out its warehousing, inventory management and ecommerce fulfillment offerings.

#descartes #extensiv #provider #deal
qkwnlxedfccnhmmu
17 days ago
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.

#vera
xutezixmlopa
19 days ago
With a market cap of $820.4 billion, Walmart Inc. (WMT) is a global retailer that operates through three main segments: Walmart U.S., Walmart International, and Sam's Club. The company runs retail and wholesale stores, eCommerce platforms, and digital payment services, offering a broad ***** ortment of merchandise, groceries, health and wellness products, and financial solutions.
Companies valued at more than $200 billion are generally considered "mega-cap" stocks, and Walmart fits this criterion perfectly. Guided by its everyday low price (EDLP) philosophy and omni-channel strategy, Walmart helps customers save money and live better by seamlessly integrating in-store and online shopping experiences.
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#walmart #Stock #billion #sandisk
hardly36615
24 days ago
Technology giant NVIDIA is furthering its support of artificial intelligence (AI) and data center construction. Cloverleaf Infrastructure, a group that supports the AI buildout by providing power sources and infrastructure for site development, on August 21 said it has entered into a strategic partnership with NVIDIA to advance the development of digital infrastructure across the U.S.NVIDIA reportedly as part of the agreement is taking a minority stake in Cloverleaf, which was founded in 2024 and raised $300 million in its first year. Cloverleaf is often considered a middleman between utility companies and data centers as the AI factories seek ways to ensure their electricity supply.NVIDIA has begun taking a larger role in financing and developing data centers that then buy the company's AI systems. NVIDIA earlier this month announced it would invest $1.5 billion into SB Energy to support that group's PORTS-Pike campus, an OpenAI-linked 10-GW data center project in Pike County, Ohio. Jensen Huang, founder and CEO of NVIDIA, said of that deal, "AI is becoming infrastructure—the foundation for intelligence in every industry—and land, power and shell have become vital in the age of AI. Now is the time to scale the AI infrastructure that will power the next industrial revolution. We are securing long-lived infrastructure for NVIDIA compute so OpenAI can deploy the most productive AI factories that can be upgraded repeatedly with each new generation delivering more intelligence and better economics."NVIDIA will be featured prominently at the upcoming Experience POWER conference, hosted by POWER and scheduled for Sept. 28–30, 2026, at the Omni Shoreham in Washington, D.C. John Josephakis, NVIDIA's Global Vice President of HPC, AI & Supercomputing, is a featured speaker addressing AI integration in federal energy initiatives. POWER also will host the Data Center POWER eXchange event at the same venue on Sept. 30 and Oct. 1.
Cloverleaf on Friday in a news release said the NVIDIA investment will enable the company "to help its customers and utility partners meet increasing demand for accelerated computing." The companies will work together "to advance the foundational infrastructure needed to support AI factory development," according to the release. Cloverleaf already has a large AI development pipeline, and has "delivered multiple GW-scale projects to customers across North America," according to the company.
[evtx_block slug="ep-dpx-26-textblock"]

#development #intelligence
orBit1
26 days ago
Amer Sports, Inc. (NYSE:AS) enters its second-quarter report with a tougher problem than weak demand: clearing a bar it raised itself. First-quarter revenue climbed 32% to $1.945 billion, while Technical Apparel grew 33% and Outdoor Performance surged 42%. The strength prompted management to lift its 2026 revenue-growth outlook to 20% to 22% and adjusted EPS guidance to $1.18 to $1.23. For the second quarter, consensus estimates call for roughly $1.54 billion in revenue and adjusted EPS of $0.11. For Amer Sports, Inc. (NYSE:AS), simply delivering another solid quarter may not be enough. The report will test whether Arc'teryx and Salomon can maintain premium growth and support another guidance increase.
Amer Sports, Inc. (NYSE:AS) delivered more than headline growth in the first quarter. Direct-to-consumer revenue rose nearly 45% and represented about half of total sales. Adjusted gross margin expanded 200 basis points to 60%, while adjusted operating margin improved 160 basis points to 17.4%. Technical Apparel's adjusted operating margin reached 26.4%, and Outdoor Performance's margin climbed to 20.4%.
The breadth also helped Amer Sports, Inc. (NYSE:AS) make a stronger case that its momentum is durable. Revenue increased 44.5% in Greater China, 26.6% in Europe, the Middle East and Africa, and 18.1% in the Americas. That mix shows the story is broader than one geography, even though China remains a major growth engine.
The bull case for Amer Sports, Inc. (NYSE:AS) rests on premium brands growing through several channels at once. Technical Apparel direct-to-consumer revenue, led by Arc'teryx, rose 40.8%, while Outdoor Performance direct-to-consumer revenue, led by Salomon, increased 56.9%. Technical Apparel omni-comp rose 18.5%, while Outdoor Performance omni-comp increased 28.8%, suggesting growth was not purely driven by new-store expansion.
Arc'teryx owned retail stores increased from 176 to 257, with the increase including 46 acquired stores in Korea. Salomon's owned retail store count rose 40.2% from 241 to 338. More stores, strong digital demand and premium pricing can continue lifting sales while supporting margins, particularly if footwear and apparel become larger parts of the mix.

#revenue #quarter #apparel #Growth
Cool
29 days ago
By Karen Roman
Amer Sports, Inc. (NYSE: AS) said second quarter revenue increased 32% to $1.63 billion and gross margin rose on net tariff refunds.
Apparel revenue grew due the performance of its brands like Arc'teryx, Salomon and Wilson, it stated. Operating margin rose 820 basis points to 11.7% and adjusted net income increased 252% to $127 million, or $0.22 adjusted diluted earnings per share, Amer Sports said.
The company announced it is raising its 2026 outlook and now expects around 24% of revenue growth, operating margin between 14.2 to 14.5%, and fully diluted EPS of $1.27 – $1.30.
"Our global momentum continued through the second quarter with over 30% revenue growth and strong operating margin expansion," said James Zheng, Amer Sports CEO. "All segments, geographies, and channels achieved strong double-digit growth led by another exceptional quarter from Salomon Softgoods, a strong Arc'teryx omni-comp, and a Wilson Tennis 360 acceleration."

#sports #revenue
mildly
1 month ago
GREENSBORO, NORTH CAROLINA - AUGUST 05: Brooks Koepka of the United States plays his shot in the green side bunker on the fifth hole during the Pro Am prior to the Wyndham Championship 2026 at Sedgefield Country Club on August 05, 2026 in Greensboro, North Carolina. (Photo by Caleb Bowlin/Getty Images)
The Wyndham Championship marks the end of the regular season leading into the FedEx Cup Playoffs, and for two players, the tournament holds tremendous weight.
Recently turned professional and college phenom Jackson Kouvin needs to finish 30th or better this week to qualify for his first FedEx Cup Playoff series. Kouvin turned professional following the NCAA Championship and U.S. Open. His Auburn Tigers won the national ******* le at Omni La Costa.
Kouvin missed the cut at the John Deere Classic but has since shown fortitude and an incredible golf game, winning the 3M Open and placing T-10 at the ISCO Championship and T-31 at the Rocket Mortgage Classic.
In an interview with Yahoo Sports, Kouvin discussed the pressure of being on the playoff bubble: "Yeah, I mean, I'll just try not to think about it too much. At the end of the day, it's an uncontrollable, and if I go play well, I can hopefully be inside of that top 70."

#greensboro #wyndham
18dig
1 month ago
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter.
Bed Bath & Beyond Inc. is changing its corporate name to Neighborhood Intelligence and will begin trading on the Nasdaq under the ticker symbol NXH, effective Aug. 17. As a result, the company's last day trading on the New York Stock Exchange will be Aug. 14.
The company is also relocating its headquarters from Murray, Utah, to Nashville, Tennessee, according to a Tuesday announcement.
The changes underscore the company's three-pillared turnaround strategy, focused on omnichannel retail and commerce; digital, financial, insurance and blockchain services; and beyond home, which includes an AI-powered home operating system.
The corporate name change and headquarters relocation mark the latest moves from the company to establish the next era of Bed Bath & Beyond.

#bath #name #company
szrlcgctjqofmerr
1 month ago
The Mountain Amateur Athletic Club committee has announced its 2026 Hall of Fame class, featuring longtime coaches and former standout athletes from Western North Carolina.
The five-person class includes former Reynolds football coach Scott Conner, former Mars Hill football coach Tim Clifton, former Brevard College cross country coach Norm Witek, former Clemson women's basketball player Annette Wise and former UNC Asheville women's basketball player Sheila Ford Duncan. The Lifetime Achievement Award honorees are longtime Western Carolina football and basketball play-by-play announcer Gary Ayers, sportswriter Pete McDaniel and former Western Carolina and Cherokee football coach Kent Briggs. They will be inducted Oct. 4 at the Omni Grove Park Inn.
TOP RETURNING XC RUNNERS: Top WNC high school cross country runners to watch in 2026 NCHSAA, NCISAA season
PRESEASON SCRIMMAGES: WNC high school football scrimmage schedule for 2026 preseason
Conner led the Rockets for 14 seasons, accumulating a 116-41 overall record, nine conference championships and two state championship game appearances. He also coached the Reynolds girls basketball team, leading them to the regional championship in 1991.

#western
shiny_finch_gqk_WNgY
1 month ago
For the past few years, it's been a great time to be Walmart (WMT).
Thanks to strong e-commerce growth, the high-margin Walmart Connect advertising business, and company-wide investments in artificial intelligence, the world's largest retailer has transformed itself from a brick-and-mortar chain into an omnichannel giant.
High-income shoppers in particular have helped Walmart recently, as executives have noted that during this inflationary period, even customers earning more than $100,000 are shopping at Walmart for its "Always Low Prices." This has resulted in market share gains, strong earnings growth, and helped drive WMT shares to an all-time high of $134.20 on May 19, 2026.
It's also been a great time to be a Walmart investor. WMT shares have increased roughly 463% over the past decade, significantly outpacing the S&P 500, and on February 3, 2026, the company crossed the historic $1 trillion valuation threshold.
In fact, if you had invested $10,000 in Walmart a decade ago, you would be sitting on roughly $55,200 today.

#great #strong
gAdGet
1 month ago
NVIDIA released three open-source Omniverse libraries embedding its simulation stack inside Houdini, Onshape, and Blender to become the default physical AI runtime.
NVDA delivered $82 billion in Q1 FY27 revenue, up 85% year over year, and guided Q2 to $91 billion at 75% non-GAAP gross margins.
Jensen Huang states the physical AI era will be built in simulation, with 48 ***** ysts backing NVDA at a $302 consensus price target.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
NVIDIA (NASDAQ:NVDA) just quietly reset how investors should think about its next decade. The chip story is well told. The software story now has a number.

#year #omniverse #onshape
342slowly
1 month ago
Elena Khoziaeva's story is basically a masterclass in staying somewhere because it's actually good. Khoziaeva, CFA, shared her journey from Belarus to a Houston master's degree, from walking into Bridgeway in 1998 as partner number six to 25-plus years later as the Co-CIO of a firm now running roughly $5 billion on the latest Behind the Ticker episode with host Brad Roth, founder and CIO of Thor Funds. What makes Bridgeway drastically different than your average shop was baked in from the very beginning of the firm. It gives away half its profits to a foundation fighting genocide, caps pay so no partner earns more than 7x the lowest-paid employee, and runs on a research culture where being wrong in a meeting isn't a career risk but half the point. Khoziaeva calls the approach systematic rather than quantitative, but it all comes down to trusting the process, being open to arguments internally to shape better strategies, and not getting defensive when the model's wrong.
Then there's BSVO, the EA Bridgeway Omni Small-Cap Value ETF, one of the more interesting products in a crowded category. It's got a real 15-year track record (born as a mutual fund in 2010, wrapped as an ETF in 2023), holds roughly 600 names instead of the usual sub-200, and deliberately goes smaller and cheaper than the Russell 2000 Value benchmark, with an average market cap under $3 billion. The value screen runs across the whole universe rather than sector-by-sector, which is why it naturally tilts toward financials and energy and away from healthcare currently, not because anyone's trying to time sectors, but because that's just where the cheapest stuff happens to sit.
The bigger picture Khoziaeva paints is a valuation gap that's stretched further than usual, with small value trading around a 14-15 P/E while large growth sits in the 30s, and the book-to-market gap versus the S&P 500 is nearly double its historical norm. Her line for advisors is memorable: "the tighter the spring, the more powerful the release"and Q1 2026 proved it, with small value up 5% while large growth dropped 10%. Her advice isn't to time it, though but to hold the allocation, stay systematic, and let the spring do what springs do.
To learn more about Bridgeway Capital Management, go here.
Disclaimer: The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.

#market #partner #firm #average
chive8l12_px36
2 months ago
FIFA president Gianni Infantino's ability to brush aside criticism and push through enlarged versions of the Club World Cup and World Cup lent him an air of omnipotence, but a failed private investor plan has left his position under threat for the first time.
When the 56-year-old, who holds Swiss, Italian and Lebanese citizenship, strode onto the pitch with his close friend, US President Donald Trump, after the World Cup final a fortnight ago, his stock could not have been higher.
The largest and most complex edition of the sport's jewel in the crown, featuring 48 teams and spread over three countries, was largely judged a success despite a series of off-pitch controversies.
He had also delivered more money into the coffers of his electorate, FIFA's 211 member ***** ociations.
The son of Italian migrants, who once said he had been bullied in Switzerland when he was a youngster for having red hair and freckles, was riding high.

#italian #president #club #swiss
chunky37
2 months ago
FIFA president Gianni Infantino's ability to brush aside criticism and push through enlarged versions of the Club World Cup and World Cup lent him an air of omnipotence, but a failed private investor plan has left his position under threat for the first time.
When the 56-year-old, who holds Swiss, Italian and Lebanese citizenship, strode onto the pitch with his close friend, US President Donald Trump, after the World Cup final a fortnight ago, his stock could not have been higher.
The largest and most complex edition of the sport's jewel in the crown, featuring 48 teams and spread over three countries, was largely judged a success despite a series of off-pitch controversies.
He had also delivered more money into the coffers of his electorate, FIFA's 211 member ****** ociations.
The son of Italian migrants, who once said he had been bullied in Switzerland when he was a youngster for having red hair and freckles, was riding high.

#club
barely_fb
2 months ago
Life moves fast for Fifa president Gianni Infantino.
It was doing so earlier this month as he was zig-zagging across the United States in a private jet to make him virtually omnipresent as the World Cup reached its crescendo.
On 19 July he must have felt on top of the world as, together with US President Donald Trump, they handed the trophy over to Spain.
Less than two weeks later, Infantino is in a lonely place after scrapping controversial plans to sell off stakes in Fifa competitions to private investment.
Condemned by UK Prime Minister Andy Burnham, castigated by fans of the game he professes to want to protect. These can easily be deflected as hazards of the job.

#president #World #states
wpXjDRhp3sQ
2 months ago
Life moves fast for Fifa president Gianni Infantino.
It was doing so earlier this month as he was zig-zagging across the United States in a private jet to make him virtually omnipresent as the World Cup reached its crescendo.
On 19 July he must have felt on top of the world as, together with US President Donald Trump, they handed the trophy over to Spain.
Less than two weeks later, Infantino is in a lonely place.
Condemned by UK Prime Minister Andy Burnham, castigated by fans of the game he professes to want to protect. These can easily be deflected as hazards of the job.

#infantino #united #july
42cra7hstomp
2 months ago
Muay Thai, a combat style with roots in close-quarter fighting from 7th Century Southeast Asia, has evolved over two millennia into a brutally effective means of self-defense. Today, it's often called "the Art of Eight Limbs." The wealth of diversity that started flourishing in Northern California in the wake of the Vietnam War meant that an array of Muay Thai masters were now living and teaching in cities from San Francisco to Stockton. Gyms fine-tuning the method's array of punches, kicks, knee-strikes and elbow-strikes have become plentiful enough – including in Northwest Nevada – that a robust competition circuit has become increasingly popular in the Sacramento Valley. On Saturday night, Hard Rock Live in Wheatland, working with World Fighting Championships and Rising Stars Muay Thai, will bring the first-ever, lightning-placed Muay Thai throw-down to the Yuba-Sutter Region.
The action starts at 7 p.m.
The night's main event is a championship match between Antonio Martinez (12-4) of Monster Muay Thai in Flagstaff, Arizona, and Eddie Abasolo (11-7) of Combat Sports Academy in Dublin, California. The winner will walk away with the WFC Professional Muay Thai Championship.
The co-main event will see undefeated Garrett Boyer (5-0) of Vital Force Muay Thai taking on Sacramento's Alberto Montano (11-2), with the victor getting crowned both the WFC Amateur Muay Thai Champion and Rising Stars Muay Thai Amateur Champion.
Organizers say the professional undercard features several compelling matchups, including Caley Scott (0-1) of Omni Movement taking on Sacramento's Cy Hanson (0-0) of Sit Thongsai, as well as undefeated Joe Kimbrough (4-0) of Black Flag Kickboxing facing hometown fighter Marcos Jimenez (1-0) of Collective Combat Academy.

#thai #amateur
mildlycomet
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributes the 12% comparable EPS growth to the consistent execution of a balanced growth strategy designed to derisk the portfolio and shift toward less capital-intensive business models.
The business mix has successfully transitioned from being FMS-dominant in 2018 to approximately 60% ****** et-light revenue from supply chain and dedicated segments in 2026.
Operational outperformance relative to prior cycles is driven by a high-quality contractual base, with over 90% of revenue now generated by long-term contracts.
Strategic initiatives delivered $70 million in incremental benefits for 2026, focusing on lease pricing, maintenance cost savings, and omnichannel network optimization.

#operational
xhdstuhqy
2 months ago
Forward Air said Tuesday that it will continue working with one of its largest customers, which had provided notice in May that it might pull all of its business. A non-binding arrangement with the customer will allow Forward to keep half, and potentially up to 75%, of the $250 million account. A memorandum of understanding keeps the current contract in place for at least the next two years.
The service transition of the unretained portion of the business is expected to occur in December and throughout next year.
Forward (NASDAQ: FWRD) previously said the customer was seeking to diversify its list of vendors, emphasizing that the customer's potential departure had nothing to do with the "exceptional service" being provided. However, Forward's shares plummeted over 40% following the warning that it might lose a customer responsible for 10% of its annual revenue.
It said the potential loss of business also foiled its plan to sell the company. (Forward commenced a strategic review at the beginning of 2025 as pressure from investors mounted following its contested merger with Omni Logistics.)
Instead, Forward is now looking to sell its intermodal unit and two smaller legacy Omni businesses, which generated $394 million in combined revenue last year. Proceeds from the sales will be used to delever the balance sheet. Net debt of $1.65 billion stood at 5.4 times last 12 months' adjusted EBITDA at the end of the first quarter.

#customer #omni #provided #service
glid2compass
2 months ago
GameStop (GME) is taking another step to make its products more accessible to consumers. Through a new partnership with Uber Eats, announced on July 15, customers across the U.S. can now order video games, consoles, accessories, collectibles, and other electronics for on-demand or scheduled delivery directly from participating GameStop stores. The agreement expands GameStop's digital reach beyond its own stores and website, giving the retailer access to Uber Eats' growing retail marketplace as it looks to drive convenience and capture incremental sales.
The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
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crashj
2 months ago
GameStop (GME) is taking another step to make its products more accessible to consumers. Through a new partnership with Uber Eats, announced on July 15, customers across the U.S. can now order video games, consoles, accessories, collectibles, and other electronics for on-demand or scheduled delivery directly from participating GameStop stores. The agreement expands GameStop's digital reach beyond its own stores and website, giving the retailer access to Uber Eats' growing retail marketplace as it looks to drive convenience and capture incremental sales.
The partnership is about strengthening its omnichannel strategy. Faster delivery could help the company capitalize on launch-day game releases, last-minute purchases, and impulse buying while enhancing customer engagement without significant capital investment. Although the deal looks unlikely to materially change GameStop's near-term earnings on its own, it demonstrates management's continued effort to modernize the business and diversify sales channels as the video game retail industry increasingly shifts toward convenience and digital commerce.
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z31i2i3bq80q3
2 months ago
American Eagle Outfitters (NYSE:AEO) operates as a fashion and lifestyle retail enterprise offering clothing, accessories, and personal care items primarily under its American Eagle and Aerie labels.
While it recently initiated a phased shutdown of its third-party logistics business, it reported an approximately 2% net income margin for the quarter ended May 2, 2026.
Abercrombie & Fitch (NYSE:ANF) operates as an omnichannel retailer selling apparel and accessories for men, women, and kids across several brands, including Hollister.
It opened a new flagship store in New York in June 2026, and it recorded an approximately 6% net income margin for the quarter ended May 2, 2026.
Revenue here refers to the data provider's standardized income-statement revenue line item, and tracking this top-line figure helps investors evaluate the overall size and sales trajectory of a business.

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