2 hours ago
Shiba Inu (SHIB) price has closed above its 20-week moving average for the first time since September 2025, ending an 11-month downtrend.
The break arrived in the same week **** an approved a Nomura-backed exchange to list SHIB. The token now trades at $0.00000528, down 4.27% in 24 hours, while it retests the breakout.
Japan's Financial Services Agency registered Laser Digital **** an as a crypto **** et exchange service provider. The subsidiary of Nomura's digital **** ets arm secured the first new exchange approval in the country in four years.
SHIB is one of six launch **** ets. It sits beside Bitcoin (BTC), Ethereum (ETH), XRP, Bitcoin Cash (BCH), and Litecoin (LTC), and it is the only meme coin on that list. The token joined the **** an Virtual and Crypto **** ets Exchange **** ociation Green List in November 2025.
Meanwhile, whales moved in the same direction. An unidentified wallet withdrew 280.8 billion SHIB from OKX on August 24, worth roughly $1.56 million. Exchange reserves fell to 86.98 trillion tokens. SHIB ranks 31st by market capitalization at $3.11 billion.
#Japan #assets #Crypto #week
The break arrived in the same week **** an approved a Nomura-backed exchange to list SHIB. The token now trades at $0.00000528, down 4.27% in 24 hours, while it retests the breakout.
Japan's Financial Services Agency registered Laser Digital **** an as a crypto **** et exchange service provider. The subsidiary of Nomura's digital **** ets arm secured the first new exchange approval in the country in four years.
SHIB is one of six launch **** ets. It sits beside Bitcoin (BTC), Ethereum (ETH), XRP, Bitcoin Cash (BCH), and Litecoin (LTC), and it is the only meme coin on that list. The token joined the **** an Virtual and Crypto **** ets Exchange **** ociation Green List in November 2025.
Meanwhile, whales moved in the same direction. An unidentified wallet withdrew 280.8 billion SHIB from OKX on August 24, worth roughly $1.56 million. Exchange reserves fell to 86.98 trillion tokens. SHIB ranks 31st by market capitalization at $3.11 billion.
#Japan #assets #Crypto #week
3 hours ago
Bluefin has partnered with Visa to introduce a new card-present payment acceptance offering that integrates Bluefin's PCI-validated point-to-point encryption (P2PE) solution with Visa Acceptance Solutions.
Bluefin said the goal is to provide a "unified approach" to secure in-person payment acceptance for merchants, software providers and enterprise organisations.
It positioned the offering as a single deployment that brings together payment acceptance, security and device operations.
According to the announcement, the collaboration combines payment acceptance, PCI-validated security, tokenisation, device lifecycle management and enterprise payment infrastructure into one solution.
Bluefin is contributing its PCI-validated P2PE solution, secure decryption services, a certified payment application, terminal integration and P2PE Manager. Visa Acceptance Solutions will provide payment processing, tokenisation and global payment services.
#acceptance #offering #point
Bluefin said the goal is to provide a "unified approach" to secure in-person payment acceptance for merchants, software providers and enterprise organisations.
It positioned the offering as a single deployment that brings together payment acceptance, security and device operations.
According to the announcement, the collaboration combines payment acceptance, PCI-validated security, tokenisation, device lifecycle management and enterprise payment infrastructure into one solution.
Bluefin is contributing its PCI-validated P2PE solution, secure decryption services, a certified payment application, terminal integration and P2PE Manager. Visa Acceptance Solutions will provide payment processing, tokenisation and global payment services.
#acceptance #offering #point
4 hours ago
More than half a year after the U.S. captured and extracted Nicolas Maduro from Venezuela, the biggest American oil firms haven't returned to operating oilfields in the world's largest oil reserves holder.
Chevron, which has operated in Venezuela throughout Maduro's reign, is extracting and exporting oil to the U.S., but neither ExxonMobil nor ConocoPhillips have returned as negotiations led by Venezuela's state oil firm PDVSA are not progressing as fast as the U.S. Administration probably thought in January when it extracted Maduro and hailed the big U.S. return to Venezuela's oil industry.
There have been some deals signed in recent months, with service providers and smaller American oil companies, which seem more willing to take the risks of operating in the country, which has yet to see a stable political and fiscal environment for large-scale operations.
Earlier this month, Venezuela signed deals with oilfield service major SLB and Hunt Oil Co. as part of efforts to boost investment in its key energy industry, the country's oil minister, Paula Henao, said.
Related: The 60 Day Peace Window Closed, and Trump's Iran Strategy May Shift Dramatically
#operating #service
Chevron, which has operated in Venezuela throughout Maduro's reign, is extracting and exporting oil to the U.S., but neither ExxonMobil nor ConocoPhillips have returned as negotiations led by Venezuela's state oil firm PDVSA are not progressing as fast as the U.S. Administration probably thought in January when it extracted Maduro and hailed the big U.S. return to Venezuela's oil industry.
There have been some deals signed in recent months, with service providers and smaller American oil companies, which seem more willing to take the risks of operating in the country, which has yet to see a stable political and fiscal environment for large-scale operations.
Earlier this month, Venezuela signed deals with oilfield service major SLB and Hunt Oil Co. as part of efforts to boost investment in its key energy industry, the country's oil minister, Paula Henao, said.
Related: The 60 Day Peace Window Closed, and Trump's Iran Strategy May Shift Dramatically
#operating #service
5 hours ago
(Table below reflects daily flows on August 21, 2026 and ***** et totals as of that date.)
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#league #august #factset #below
ETF Brand League Table
Welcome to the etf.com league table. On this page, you'll find the U.S. ETF market through different lenses: brand and issuer. What's the difference? The brand is what the ETF says on the tin. For example, "iShares" is the brand of issuer "BlackRock's" ETFs. Because many issuers license their ETF infrastructure to third parties, we present the data in both ways. The identification of the correct brand and legal issuer is done by our key data provider, FactSet.
Brand
AUM ($, mm)
#league #august #factset #below
9 hours ago
LAS VEGAS — From a fry bread pot roast taco created for the Kansas City Chiefs' visit to A5 Wagyu tomahawks and caviar service in premium areas, Allegiant Stadium is expanding its food and beverage lineup for the 2026 Las Vegas Raiders season.
Silver & Black Hospitality, the stadium's culinary and hospitality provider, unveiled a collection of new concessions, opponent-themed dishes, specialty ***** tails, desserts and premium offerings Tuesday. The additions follow Allegiant Stadium's second-place finishes in nationwide voting for both the AFC's Best NFL Stadium and Best NFL Stadium Food in the 2026 USA TODAY 10 Best Readers' Choice Awards.
"This year we have a lot of new and kind of fun items that we're showcasing and just continuing to elevate our food and beverage program," said Dillon Schoell, senior executive chef at Allegiant Stadium.
New featured concession items include a Fry Bread Pot Roast Taco topped with lettuce, tomato, queso fresco, salsa verde and chipotle crema; a Street Dog Torta with a Sabrett hot dog, pork belly, refried beans and avocado aioli; and a Chile Relleno Burger topped with avocado and crema. The lineup also includes a Focaccia and Lox Sandwich and Really Big Chicken & Waffles served with pickles, hot honey and chives.
Other new items available throughout the season include Buffalo Chicken Wontons, Potato Tacos, an XL Chicken Club Sandwich and a Korean Philly Cheesesteak made with shaved beef, kimchi, mozzarella, provolone, green onions and gochujang aioli.
#items
Silver & Black Hospitality, the stadium's culinary and hospitality provider, unveiled a collection of new concessions, opponent-themed dishes, specialty ***** tails, desserts and premium offerings Tuesday. The additions follow Allegiant Stadium's second-place finishes in nationwide voting for both the AFC's Best NFL Stadium and Best NFL Stadium Food in the 2026 USA TODAY 10 Best Readers' Choice Awards.
"This year we have a lot of new and kind of fun items that we're showcasing and just continuing to elevate our food and beverage program," said Dillon Schoell, senior executive chef at Allegiant Stadium.
New featured concession items include a Fry Bread Pot Roast Taco topped with lettuce, tomato, queso fresco, salsa verde and chipotle crema; a Street Dog Torta with a Sabrett hot dog, pork belly, refried beans and avocado aioli; and a Chile Relleno Burger topped with avocado and crema. The lineup also includes a Focaccia and Lox Sandwich and Really Big Chicken & Waffles served with pickles, hot honey and chives.
Other new items available throughout the season include Buffalo Chicken Wontons, Potato Tacos, an XL Chicken Club Sandwich and a Korean Philly Cheesesteak made with shaved beef, kimchi, mozzarella, provolone, green onions and gochujang aioli.
#items
14 hours ago
This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter.
Artificial intelligence can help shave off hours of time when it comes to previously manual tasks, such as scenario planning or financial modeling. But as finance employees begin to rely more heavily on AI, it's crucial for finance employees to understand its inner workings — meaning "the CFO needs to have a whole set of processes in place around governance and ethics" when it comes to AI, according to Ian Schnoor, executive director of the Financial Modeling Institute.
The FMI offers a global program for financial modeling accreditation, a discipline where AI is becoming more entrenched. At the moment, many companies are still in the early days of adopting the technology, and "do not have strong disclosures or guidelines yet around AI," Schnoor told CFO Dive. "But if I was a CFO, I would want a policy to know exactly, how was AI used in this process?"
Schnoor, who began his career as an investment banker at Citibank, has served as executive director for the Toronto, Canda-based institute since 2016, according to his LinkedIn profile.
He also serves as an adjunct professor for the Smith School of Business at Queen's University in Toronto, Canada. Before FMI, he served as founder and president for the Marquee Group, a financial modeling training provider he sold to Training the Street in March of 2023.
#financial #toronto #institute #daily
Artificial intelligence can help shave off hours of time when it comes to previously manual tasks, such as scenario planning or financial modeling. But as finance employees begin to rely more heavily on AI, it's crucial for finance employees to understand its inner workings — meaning "the CFO needs to have a whole set of processes in place around governance and ethics" when it comes to AI, according to Ian Schnoor, executive director of the Financial Modeling Institute.
The FMI offers a global program for financial modeling accreditation, a discipline where AI is becoming more entrenched. At the moment, many companies are still in the early days of adopting the technology, and "do not have strong disclosures or guidelines yet around AI," Schnoor told CFO Dive. "But if I was a CFO, I would want a policy to know exactly, how was AI used in this process?"
Schnoor, who began his career as an investment banker at Citibank, has served as executive director for the Toronto, Canda-based institute since 2016, according to his LinkedIn profile.
He also serves as an adjunct professor for the Smith School of Business at Queen's University in Toronto, Canada. Before FMI, he served as founder and president for the Marquee Group, a financial modeling training provider he sold to Training the Street in March of 2023.
#financial #toronto #institute #daily
15 hours ago
Descartes Systems Group announced Monday that it has acquired Tai, a TMS provider for freight brokers, for $100 million. The deal was funded with cash on hand.
California-based Tai's AI-powered platform oversees the entire shipment lifecycle, including quoting, sourcing, execution and invoicing. The TMS primarily executes truckload, less-than-truckload, drayage and cross-border shipments.
"The acquisition expands our transportation management capabilities for freight brokers and adds valuable transaction, carrier and shipment execution data to the Descartes Global Logistics NetworkTM," said Andrew Wimer, ******* ociate general manager of transportation management at Descartes.
The Canadian company continues to expand its offering through acquisitions. It has executed 34 deals since 2017.
Descartes (NASDAQ: DSGX) acquired Latin American last-mile logistics tech provider Drivin for $30 million last month. It acquired Pittsburgh-based fleet safety solutions provider Idelic for $28 million in April.
#descartes #provider #Logistics #shipment
California-based Tai's AI-powered platform oversees the entire shipment lifecycle, including quoting, sourcing, execution and invoicing. The TMS primarily executes truckload, less-than-truckload, drayage and cross-border shipments.
"The acquisition expands our transportation management capabilities for freight brokers and adds valuable transaction, carrier and shipment execution data to the Descartes Global Logistics NetworkTM," said Andrew Wimer, ******* ociate general manager of transportation management at Descartes.
The Canadian company continues to expand its offering through acquisitions. It has executed 34 deals since 2017.
Descartes (NASDAQ: DSGX) acquired Latin American last-mile logistics tech provider Drivin for $30 million last month. It acquired Pittsburgh-based fleet safety solutions provider Idelic for $28 million in April.
#descartes #provider #Logistics #shipment
15 hours ago
With a market cap of $50.3 billion, Westinghouse Air Brake Technologies Corporation (WAB) is a global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as well as mining, marine and industrial markets. With more than 155 years of rail-industry experience, the company is focused on advancing sustainable rail transportation in the U.S. and worldwide.
Shares of the locomotive parts maker have outperformed the broader market over the past 52 weeks. WAB stock has climbed 52.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 18.3%. Moreover, shares of the company are up 39.8% on a YTD basis, compared to SPX's 11.8% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#earnings #shares #market #broader
Shares of the locomotive parts maker have outperformed the broader market over the past 52 weeks. WAB stock has climbed 52.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 18.3%. Moreover, shares of the company are up 39.8% on a YTD basis, compared to SPX's 11.8% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#earnings #shares #market #broader
15 hours ago
Revvity, Inc. (RVTY), headquartered in Waltham, Massachusetts, is a leading provider of health sciences solutions, technologies, and diagnostic services. Valued at $13.9 billion by market cap, the company focuses on translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection, diagnosis, informatics, and other areas.
Shares of this leading research and diagnostic firm have outperformed the broader market over the past year. RVTY has gained 39.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.5%. In 2026, RVTY's stock rose 28.9%, surpassing the SPX's 12.1% rise on a YTD basis.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#Stock #rvty #diagnostic #revvity
Shares of this leading research and diagnostic firm have outperformed the broader market over the past year. RVTY has gained 39.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.5%. In 2026, RVTY's stock rose 28.9%, surpassing the SPX's 12.1% rise on a YTD basis.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#Stock #rvty #diagnostic #revvity
16 hours ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells ******* e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells ******* e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter
16 hours ago
Cryptocurrency exchange Gemini (NASDAQ: $GEMI) is expanding further into prediction markets through a new partnership with Apex Fintech Solutions.
Gemini, founded by the twin brothers Cameron and Tyler Winklevoss, is teaming up with privately held Apex to expand distribution of its prediction markets to brokerage firms.
In a statement, the companies said that Gemini will become the exclusive provider of event contracts distributed by Apex to its brokerage clients.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#apex #NASDAQ #gemi #solutions
Gemini, founded by the twin brothers Cameron and Tyler Winklevoss, is teaming up with privately held Apex to expand distribution of its prediction markets to brokerage firms.
In a statement, the companies said that Gemini will become the exclusive provider of event contracts distributed by Apex to its brokerage clients.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#apex #NASDAQ #gemi #solutions
16 hours ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
17 hours ago
With a market cap of around $41 billion, MSCI Inc. (MSCI) is a leading provider of research-based data, ***** ytics, and indexes that help global investors understand risks and opportunities across financial markets. By connecting participants across the financial ecosystem through advanced technology and a common language, MSCI enables clients to make informed decisions, drive innovation, and unlock new opportunities.
The data and ***** ytics provider's shares have underperformed the broader market over the past 52 weeks. MSCI stock has fallen marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company are down 1.8% on a YTD basis, compared to SPX's 12.1% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#data #earnings #financial
The data and ***** ytics provider's shares have underperformed the broader market over the past 52 weeks. MSCI stock has fallen marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company are down 1.8% on a YTD basis, compared to SPX's 12.1% gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#data #earnings #financial
17 hours ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
18 hours ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#NYSE
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#NYSE
18 hours ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) is a British-based information ****** ytics and decision solutions provider for professional and business customers. On August 21, 2026, RELX PLC (NYSE:RELX) stock closed at $35.91 per share. One-month return of RELX PLC (NYSE:RELX) was 0.73%, and its shares lost 24.86% over the past 52 weeks. RELX PLC (NYSE:RELX) has a market capitalization of $62.03 billion.
Aoris Investment Management stated the following regarding RELX PLC (NYSE:RELX) in its Q2 2026 investor letter:
"RELX PLC (NYSE:RELX) provides data, ****** ytics and decision-making tools for professional users in the science, academia, legal, risk and insurance industries. One-third of its revenue comes from scientific content and research tools, one-third comes from risk management solutions like identity verification and anti-money laundering, 20% comes from content and tools for the legal industry, and 10% comes from running trade exhibitions.
RELX owns and curates large bodies of proprietary and authoritative content, which has become more valuable as the internet is largely exhausted as a training resource for AI models. Legal work is especially well-suited to generative AI because it's language-intensive, but also an area where accuracy matters. RELX's AI products help lawyers research, draft and conduct due diligence faster, while remaining anchored to trusted legal content. Just two and a half years after launch, around half of its legal customers have subscribed to its premium AI offering. AI is also making frau
In its Q2 2026 investor letter, Aoris Investment Management highlighted RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) is a British-based information ****** ytics and decision solutions provider for professional and business customers. On August 21, 2026, RELX PLC (NYSE:RELX) stock closed at $35.91 per share. One-month return of RELX PLC (NYSE:RELX) was 0.73%, and its shares lost 24.86% over the past 52 weeks. RELX PLC (NYSE:RELX) has a market capitalization of $62.03 billion.
Aoris Investment Management stated the following regarding RELX PLC (NYSE:RELX) in its Q2 2026 investor letter:
"RELX PLC (NYSE:RELX) provides data, ****** ytics and decision-making tools for professional users in the science, academia, legal, risk and insurance industries. One-third of its revenue comes from scientific content and research tools, one-third comes from risk management solutions like identity verification and anti-money laundering, 20% comes from content and tools for the legal industry, and 10% comes from running trade exhibitions.
RELX owns and curates large bodies of proprietary and authoritative content, which has become more valuable as the internet is largely exhausted as a training resource for AI models. Legal work is especially well-suited to generative AI because it's language-intensive, but also an area where accuracy matters. RELX's AI products help lawyers research, draft and conduct due diligence faster, while remaining anchored to trusted legal content. Just two and a half years after launch, around half of its legal customers have subscribed to its premium AI offering. AI is also making frau
18 hours ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Companies can keep their on-tap cold brew and "unlimited" PTO. What employees really want are fertility benefits, and there's a market for providing them that's underserved.
Wells Fargo **** ysts last week rated fertility-benefits provider Progyny a strong buy, saying the category leader so far only serves 5% of its potential market. Progyny provides family-focused services to about 7 million patients at more than 600 companies, but Wells Fargo sees a potential market of 156 million.
The decade-old company made nearly $1.3 billion in revenue in the past fiscal year, up 10%, as it continued expanding beyond basic fertility services.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#wells
Companies can keep their on-tap cold brew and "unlimited" PTO. What employees really want are fertility benefits, and there's a market for providing them that's underserved.
Wells Fargo **** ysts last week rated fertility-benefits provider Progyny a strong buy, saying the category leader so far only serves 5% of its potential market. Progyny provides family-focused services to about 7 million patients at more than 600 companies, but Wells Fargo sees a potential market of 156 million.
The decade-old company made nearly $1.3 billion in revenue in the past fiscal year, up 10%, as it continued expanding beyond basic fertility services.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#wells
19 hours ago
Crypto card spending hit a monthly record, with stablecoin-funded purchases climbing to $1.03 billion, or $1.04 billion in supplementary reporting based on PaymentsScan data. PaymentsScan, an on-chain ******* ytics platform that tracks card activity across dozens of issuers, reported that the figure was up 16% from June and nearly 200% from a year earlier.
More than 10 million individual purchases were logged in July alone, according to PaymentsScan data cited on X by The Kobeissi Letter. Just three years ago, PaymentsScan's tracked monthly volume was roughly $1 million. The climb from $382 million in August 2025 to more than $1 billion in July 2026 marks sustained growth in the platform's tracked data.
PaymentsScan tracks card issuers across Ethereum, Solana, Base, Tron and Polygon, spanning providers including RedotPay, KAST, Gnosis Pay, Wirex and Rain-issued cards.
A supplementary report from Bitcoin World, put July spending at $1.04 billion. The report said USDT and USDC were the dominant stablecoins used for such payments, while noting that an exact breakdown by network was not disclosed. The figures point to digital dollars as a major funding source for crypto-card purchases.
Stablecoin cards can offer near-instant settlement and access for users without a local bank account. As more regional issuers launch and stablecoins continue settling faster than multi-day card networks, PaymentsScan's tracked monthly volume has continued to rise.
#billion #july #data
More than 10 million individual purchases were logged in July alone, according to PaymentsScan data cited on X by The Kobeissi Letter. Just three years ago, PaymentsScan's tracked monthly volume was roughly $1 million. The climb from $382 million in August 2025 to more than $1 billion in July 2026 marks sustained growth in the platform's tracked data.
PaymentsScan tracks card issuers across Ethereum, Solana, Base, Tron and Polygon, spanning providers including RedotPay, KAST, Gnosis Pay, Wirex and Rain-issued cards.
A supplementary report from Bitcoin World, put July spending at $1.04 billion. The report said USDT and USDC were the dominant stablecoins used for such payments, while noting that an exact breakdown by network was not disclosed. The figures point to digital dollars as a major funding source for crypto-card purchases.
Stablecoin cards can offer near-instant settlement and access for users without a local bank account. As more regional issuers launch and stablecoins continue settling faster than multi-day card networks, PaymentsScan's tracked monthly volume has continued to rise.
#billion #july #data
1 day ago
Semiconductor solutions provider Marvell Technology (MRVL) has recently risen after a deal was revealed with Google parent Alphabet (GOOG) (GOOGL) that would allow Google to buy $12.20 billion worth of shares in the chipmaker. The partnership builds on the existing deal between the two companies for custom chips.
In a regulatory filing, Marvell stated that the expanded agreement will cover products tied to the tensor processing unit ecosystem, including AI inference accelerators and storage and network interface controllers. Investors are excited about the deal because it shows Marvell's custom‑silicon platform is gaining traction among hyperscalers, which can signal greater revenue visibility down the line. Therefore, the stock may be worth considering now.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#marvell #semiconductor #technology
In a regulatory filing, Marvell stated that the expanded agreement will cover products tied to the tensor processing unit ecosystem, including AI inference accelerators and storage and network interface controllers. Investors are excited about the deal because it shows Marvell's custom‑silicon platform is gaining traction among hyperscalers, which can signal greater revenue visibility down the line. Therefore, the stock may be worth considering now.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#marvell #semiconductor #technology
1 day ago
Interested in Vanguard Dividend Appreciation ETF? Here are five stocks we like better.
Vanguard now manages about $4.7 trillion in ETF ******* ets and briefly overtook BlackRock as the largest U.S. ETF provider.
Vanguard offers 116 ETFs, including three dividend-focused funds, VIG, VYM, and VYMI, each with distinct yield and growth strategies.
VYMI, Vanguard's international high-dividend fund, currently offers the highest yield at 3.42% and has posted the strongest year-to-date gain of nearly 17%.
Vanguard has cemented itself as one of the biggest names in exchange-traded funds (ETFs). The investment advisory firm and global ******* et manager briefly surpassed BlackRock (NYSE: BLK) as the largest U.S. ETF provider by ******* ets.
#assets #briefly
Vanguard now manages about $4.7 trillion in ETF ******* ets and briefly overtook BlackRock as the largest U.S. ETF provider.
Vanguard offers 116 ETFs, including three dividend-focused funds, VIG, VYM, and VYMI, each with distinct yield and growth strategies.
VYMI, Vanguard's international high-dividend fund, currently offers the highest yield at 3.42% and has posted the strongest year-to-date gain of nearly 17%.
Vanguard has cemented itself as one of the biggest names in exchange-traded funds (ETFs). The investment advisory firm and global ******* et manager briefly surpassed BlackRock (NYSE: BLK) as the largest U.S. ETF provider by ******* ets.
#assets #briefly
2 days ago
Applied Digital (NASDAQ: APLD) and TeraWulf (NASDAQ: WULF) are two of the top AI stocks riding the data center wave. Both neocloud companies develop and operate facilities that serve hyperscalers, but their stock returns have been a little different this year.
TeraWulf is up by 36%, while Applied Digital has gained just 11%. Is that gap just a fluke, or is it a sign of things to come? Here's what investors should consider.
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 »
Gigawatts are the name of the game when it comes to ****** yzing neocloud and colocation providers that offer IT capacity to hyperscalers. The more gigawatts a company has, the more revenue it can make.
Applied Digital has secured 1.4 gigawatts of contracted critical IT load, which comes to roughly $36 billion in total contracted lease revenue. Most of these contracts have 15-year terms, including two deals for 300 megawatts at the company's Delta Forge 1 and Polaris Forge 3 sites.
#applied #digital #NASDAQ #terawulf
TeraWulf is up by 36%, while Applied Digital has gained just 11%. Is that gap just a fluke, or is it a sign of things to come? Here's what investors should consider.
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 »
Gigawatts are the name of the game when it comes to ****** yzing neocloud and colocation providers that offer IT capacity to hyperscalers. The more gigawatts a company has, the more revenue it can make.
Applied Digital has secured 1.4 gigawatts of contracted critical IT load, which comes to roughly $36 billion in total contracted lease revenue. Most of these contracts have 15-year terms, including two deals for 300 megawatts at the company's Delta Forge 1 and Polaris Forge 3 sites.
#applied #digital #NASDAQ #terawulf
2 days ago
When investors think about artificial intelligence (AI) stocks, the usual names that come to mind are chipmakers powering the AI boom, cloud providers building the infrastructure, and companies developing the large language models (LLMs) behind the technology. Duolingo (DUOL), the company behind the world's most popular language-learning app, is rarely part of that conversation. Yet AI could prove to be just as important to Duolingo's future as it is to the companies at the center of the AI boom. The company initially found itself caught between two competing narratives.
On one hand, investors worried that increasingly capable AI translators and conversational models could eventually make language-learning apps unnecessary. On the other, Duolingo's own push toward an "AI-first" strategy sparked backlash from users, particularly after the company began replacing human contractors with AI. But while AI has created legitimate challenges for the business, it has also become a powerful tool for expanding what Duolingo can offer. One of the clearest benefits has been course creation.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#boom #models
On one hand, investors worried that increasingly capable AI translators and conversational models could eventually make language-learning apps unnecessary. On the other, Duolingo's own push toward an "AI-first" strategy sparked backlash from users, particularly after the company began replacing human contractors with AI. But while AI has created legitimate challenges for the business, it has also become a powerful tool for expanding what Duolingo can offer. One of the clearest benefits has been course creation.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#boom #models
2 days ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells **** e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter #strategy
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells **** e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter #strategy
2 days ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a new holding. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures AI accelerators, microprocessors, and graphics processing units. On August 21, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $473.25 per share, reflecting a market capitalization of $772.57 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of -4.38%, while its shares gained 189.70% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor letter:
"Advanced Micro Devices, Inc. (NASDAQ:AMD) is a fabless semiconductor company focused on high-performance and AI computing. It designs and sells a broad portfolio of AI-optimised processors and networking chips, positioning itself as a full-stack solutions provider across cloud and AI infrastructure while maintaining strong competitive positioning in PC and gaming endmarkets. AMD has notably closed the performance gap with Nvidia in recent years, driven by targeted acquisitions and sustained software investment. The Helios platform, built on AMD's acquisition of systems integrator ZT Systems, is AMD's first rack-scale system unifying graphical processing units (GPUs), computer processing units (CPUs) and Pensando networking into a frontier AI infrastructure solution, and should be a material growth driver from 2027 onwards. AMD is also structurally advantaged by a shift in data centre computational architecture. Its EPYC server CPUs offer industryleading performance-per-dollar and have taken substantial share from Intel in enterprise and cloud deployments. The rapid build-out of AI infrastructure is driving demand for high
2 days ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
2 days ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) is a British-based information ****** ytics and decision solutions provider for professional and business customers. On August 21, 2026, RELX PLC (NYSE:RELX) stock closed at $35.91 per share. One-month return of RELX PLC (NYSE:RELX) was 0.73%, and its shares lost 24.86% over the past 52 weeks. RELX PLC (NYSE:RELX) has a market capitalization of $62.03 billion.
Aoris Investment Management stated the following regarding RELX PLC (NYSE:RELX) in its Q2 2026 investor letter:
"RELX PLC (NYSE:RELX) provides data, ****** ytics and decision-making tools for professional users in the science, academia, legal, risk and insurance industries. One-third of its revenue comes from scientific content and research tools, one-third comes from risk management solutions like identity verification and anti-money laundering, 20% comes from content and tools for the legal industry, and 10% comes from running trade exhibitions.
RELX owns and curates large bodies of proprietary and authoritative content, which has become more valuable as the internet is largely exhausted as a training resource for AI models. Legal work is especially well-suited to generative AI because it's language-intensive, but also an area where accuracy matters. RELX's AI products help lawyers research, draft and conduct due diligence faster, while remaining anchored to trusted legal content. Just two and a half years after launch, around half of its legal customers have subscribed to its premium AI offering. AI is also making frau
In its Q2 2026 investor letter, Aoris Investment Management highlighted RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) is a British-based information ****** ytics and decision solutions provider for professional and business customers. On August 21, 2026, RELX PLC (NYSE:RELX) stock closed at $35.91 per share. One-month return of RELX PLC (NYSE:RELX) was 0.73%, and its shares lost 24.86% over the past 52 weeks. RELX PLC (NYSE:RELX) has a market capitalization of $62.03 billion.
Aoris Investment Management stated the following regarding RELX PLC (NYSE:RELX) in its Q2 2026 investor letter:
"RELX PLC (NYSE:RELX) provides data, ****** ytics and decision-making tools for professional users in the science, academia, legal, risk and insurance industries. One-third of its revenue comes from scientific content and research tools, one-third comes from risk management solutions like identity verification and anti-money laundering, 20% comes from content and tools for the legal industry, and 10% comes from running trade exhibitions.
RELX owns and curates large bodies of proprietary and authoritative content, which has become more valuable as the internet is largely exhausted as a training resource for AI models. Legal work is especially well-suited to generative AI because it's language-intensive, but also an area where accuracy matters. RELX's AI products help lawyers research, draft and conduct due diligence faster, while remaining anchored to trusted legal content. Just two and a half years after launch, around half of its legal customers have subscribed to its premium AI offering. AI is also making frau
2 days ago
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned 5.7% after fees, underperforming its benchmark by 8.1%, while the Class C (Hedged) gained 6.7%, 8.4% less than its benchmark. The June quarter continued to reflect an unusual year, marked by significant share price increases among AI infrastructure companies, particularly semiconductor producers and data center suppliers. Economic sectors like banks and commodity producers saw gains, but the firm chose not to invest due to their cyclicality and low growth prospects. Conversely, concerns about enterprise software and data companies, challenged by AI, negatively impacted performance. The letter outlined potential incremental opportunities for portfolio companies through AI. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#aoris #investor #return
In its Q2 2026 investor letter, Aoris Investment Management highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On August 21, 2026, SAP SE (NYSE:SAP) closed at $218.68 per share, reflecting a market capitalization of $256.39 billion. SAP SE (NYSE:SAP) posted a one-month return of 27.88%, while its shares lost 19.09% over the past 52 weeks.
Aoris Investment Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"SAP SE (NYSE:SAP) is the world's leading enterprise resource planning (ERP) software company. ERP systems run core business processes such as finance, human resources, manufacturing, supply chain management and customer relationship management. SAP is a core system of record for many of the world's largest organisations. Of the world's 100 largest organisations, 99 use SAP's solutions, and 80% of all the world's transactions touch an SAP system.
The value of SAP's systems should increase, because AI is only useful when it can access accurate data, business context and established workflows. AI is providing opportunities for SAP to layer on additional services which the company believes can add 20% or more to a customer's spending. Examples include its Business Data Cloud, which brings together SAP and non-SAP data for real-time ******* ysis, and its Joule AI agent, which can automate work with an understanding of customers' existing data structures and processes…" (Click here to read the full text)
#aoris #investor #return
2 days ago
Assets held by India's family offices are projected to grow 1.5 times over the next three years, from approximately INR700bn ($7.1bn) in 2024, according to research by Julius Baer and EY.
The report links this growth to a larger pool of wealth, more advanced investment approaches and the rising role of family offices as providers of long-term capital.
It notes that India currently has more than 19,000 ultra-high-net-worth individuals (UHNWIs), a figure projected to cross 25,000 by 2031.
Over the next decade, intergenerational wealth transfers valued at roughly $1.3tn-$1.5tn are also expected, adding to the need for stronger governance structures, succession arrangements and more institutional operating models.
Alongside the rise in **** ets, investment patterns are also changing.
#offices
The report links this growth to a larger pool of wealth, more advanced investment approaches and the rising role of family offices as providers of long-term capital.
It notes that India currently has more than 19,000 ultra-high-net-worth individuals (UHNWIs), a figure projected to cross 25,000 by 2031.
Over the next decade, intergenerational wealth transfers valued at roughly $1.3tn-$1.5tn are also expected, adding to the need for stronger governance structures, succession arrangements and more institutional operating models.
Alongside the rise in **** ets, investment patterns are also changing.
#offices
2 days ago
Buy now, pay later products provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Cramer's favorite stocks. The shares are down by 3% over the past year and are up by 4% year-to-date. On multiple occasions, the CNBC TV host has praised the firm's CEO. For instance, in January, Cramer predicted that the shares would touch the $100 mark. The latest closing price for Affirm Holdings, Inc. (NASDAQ:AFRM) is $77. Here is what he said about the firm on August 17th:
"I think that Workday, that was a good run. How about that. That was a very good run. And I noticed that Salesforce already started coming down. We do have a Salesforce conference coming up and I know Marc Benioff's going to say that everyone's just dead wrong. Can everyone be dead wrong? Conceivably. But, what I don't like is, I didn't put Affirm in this group. And the reason I didn't put Affirm in this group because that one should be at a hundred. That one is real. That one has the growth that I want. That one has the CEO that I liked. That one has short sellers and people who don't really understand that Levchin, he's brilliant. Max is brilliant. And I just think that that one is the only one I would buy right here."
As is with most stocks, the debate for Affirm Holdings, Inc. (NASDAQ:AFRM) surrounds its valuation as well. The stock currently trades at a forward P/E ratio of 39.84, which is more than twice that of JPMorgan and more than thrice that of PayPal. As a result, the growth expectations for Affirm Holdings, Inc. (NASDAQ:AFRM) appear to be rather high. They are a strong gross merchandise volume (GMV) growth of 35% annually, revenue less transaction costs growth of 41% (to outpace GMV growth) and active customer growth of 22%. Consequently, the firm appears to be feeding its merchant growth into customer growth.
Additionally, Affirm Holdings, Inc. (NASDAQ:AFRM)'s point of sale algorithmic data also enables it to adjust and avoid defaults. Yet, at the end of the day, the firm nevertheless relies on consumer spending and interest rates, and economic turmoil stemming from inflation could generate headwinds through both of these. Additionally, funding costs are also trickier due to the firm's reliance on private credit markets.
Shifting towards Salesforce Inc. (NYSE:CRM), the shares are down by 17.5% year-to-date. Over multiple appearances, Cramer has discussed the split in the firm's AI and non-AI businesses. This split is also at the heart of the debate surrounding the firm. Salesforce Inc. (NYSE:CRM)'s Agentforce, which is its AI platform, marked 205% annual ARR growth, $260 million sequential growth, 152% sequential token processed growth and 111% in sequential work unit growth to indicate that AI-related tailwinds are in place. Yet, at the same time, overall contribution by Agentforce remains muted as it represented two points of Q1 revenue growth. Additionally, the AI and data ARR also includes figures from Informatica, which makes it difficult to ****** yse the impact of Ag
"I think that Workday, that was a good run. How about that. That was a very good run. And I noticed that Salesforce already started coming down. We do have a Salesforce conference coming up and I know Marc Benioff's going to say that everyone's just dead wrong. Can everyone be dead wrong? Conceivably. But, what I don't like is, I didn't put Affirm in this group. And the reason I didn't put Affirm in this group because that one should be at a hundred. That one is real. That one has the growth that I want. That one has the CEO that I liked. That one has short sellers and people who don't really understand that Levchin, he's brilliant. Max is brilliant. And I just think that that one is the only one I would buy right here."
As is with most stocks, the debate for Affirm Holdings, Inc. (NASDAQ:AFRM) surrounds its valuation as well. The stock currently trades at a forward P/E ratio of 39.84, which is more than twice that of JPMorgan and more than thrice that of PayPal. As a result, the growth expectations for Affirm Holdings, Inc. (NASDAQ:AFRM) appear to be rather high. They are a strong gross merchandise volume (GMV) growth of 35% annually, revenue less transaction costs growth of 41% (to outpace GMV growth) and active customer growth of 22%. Consequently, the firm appears to be feeding its merchant growth into customer growth.
Additionally, Affirm Holdings, Inc. (NASDAQ:AFRM)'s point of sale algorithmic data also enables it to adjust and avoid defaults. Yet, at the end of the day, the firm nevertheless relies on consumer spending and interest rates, and economic turmoil stemming from inflation could generate headwinds through both of these. Additionally, funding costs are also trickier due to the firm's reliance on private credit markets.
Shifting towards Salesforce Inc. (NYSE:CRM), the shares are down by 17.5% year-to-date. Over multiple appearances, Cramer has discussed the split in the firm's AI and non-AI businesses. This split is also at the heart of the debate surrounding the firm. Salesforce Inc. (NYSE:CRM)'s Agentforce, which is its AI platform, marked 205% annual ARR growth, $260 million sequential growth, 152% sequential token processed growth and 111% in sequential work unit growth to indicate that AI-related tailwinds are in place. Yet, at the same time, overall contribution by Agentforce remains muted as it represented two points of Q1 revenue growth. Additionally, the AI and data ARR also includes figures from Informatica, which makes it difficult to ****** yse the impact of Ag
2 days ago
Nvidia (NVDA) stock is back in focus ahead of the company's Aug. 26 earnings report, and GF Securities ****** yst Jeff Pu believes Nvidia's next-generation Vera Rubin platform could be the key to its next major growth cycle.
Pu recently raised his NVDA stock price target to $345 from $308 while maintaining a "Buy" rating, citing increasing orders from major U.S. cloud providers. The call comes as investors look beyond Nvidia's current Blackwell business and ask whether the company can maintain its artificial intelligence (AI) dominance through 2027 and beyond.
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
Nvidia Q2 Preview: Strong Earnings and Low Valuation Set the Stage for Upside
A $28.7 Billion Reason to Buy SK hynix Stock Now
#beyond
Pu recently raised his NVDA stock price target to $345 from $308 while maintaining a "Buy" rating, citing increasing orders from major U.S. cloud providers. The call comes as investors look beyond Nvidia's current Blackwell business and ask whether the company can maintain its artificial intelligence (AI) dominance through 2027 and beyond.
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
Nvidia Q2 Preview: Strong Earnings and Low Valuation Set the Stage for Upside
A $28.7 Billion Reason to Buy SK hynix Stock Now
#beyond
