7 days ago
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned 0.14% in Q2, compared with 14.49% for the MSCI ACWI ex USA and 14.93% for the MSCI ACWI, while its first-half return stood at 5.37%, versus 13.69% and 11.25%, respectively, for the two benchmarks. The relative underperformance was primarily driven by the Fund's limited exposure to Information Technology as semiconductor and AI-related stocks surged, while its Energy holdings also gave back some earlier gains as oil prices declined; however, the Fund benefited from several energy-related investments during the first half. Looking ahead, Moerus views the extreme gap between expensive AI-focused areas and neglected parts of the market as an opportunity, maintaining its long-term deep-value approach of investing in unpopular businesses and **** ets at significant discounts to intrinsic value and using market volatility to identify potentially attractive investments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like Douglas Elliman Inc. (NYSE:DOUG). Douglas Elliman Inc. is a residential real estate brokerage company with a strong presence in high-end U.S. housing markets. The one-month return of Douglas Elliman Inc. (NYSE:DOUG) was -2.19% while its shares traded between $1.5300 and $3.1900 over the last 52 weeks. On September 7, 2026, Douglas Elliman Inc. (NYSE:DOUG) stock closed at approximately $1.8100 per share, with a market capitalization of about $162.69 million.
Moerus Worldwide Fund stated the following regarding Douglas Elliman Inc. (NYSE:DOUG) in its Q2 2026 investor letter:
"Outside of Materials, other meaningful detractors from H1 came from different industries but were similarly impacted by various concerns related to the war and its effects in various areas, including real estate activity (Douglas Elliman Inc. (NYSE:DOUG)) given heightened inflation concerns and increased interest rate expectations. We would argue that the current valuations of each of these holdings are unusually modest, belying the formidable, leading presence that each boasts in its respective markets."
#douglas #NYSE
In its second-quarter 2026 investor letter, Moerus Worldwide Fund highlighted stocks like Douglas Elliman Inc. (NYSE:DOUG). Douglas Elliman Inc. is a residential real estate brokerage company with a strong presence in high-end U.S. housing markets. The one-month return of Douglas Elliman Inc. (NYSE:DOUG) was -2.19% while its shares traded between $1.5300 and $3.1900 over the last 52 weeks. On September 7, 2026, Douglas Elliman Inc. (NYSE:DOUG) stock closed at approximately $1.8100 per share, with a market capitalization of about $162.69 million.
Moerus Worldwide Fund stated the following regarding Douglas Elliman Inc. (NYSE:DOUG) in its Q2 2026 investor letter:
"Outside of Materials, other meaningful detractors from H1 came from different industries but were similarly impacted by various concerns related to the war and its effects in various areas, including real estate activity (Douglas Elliman Inc. (NYSE:DOUG)) given heightened inflation concerns and increased interest rate expectations. We would argue that the current valuations of each of these holdings are unusually modest, belying the formidable, leading presence that each boasts in its respective markets."
#douglas #NYSE
8 days ago
Germany is risking gas shortages this winter if it turns out to be colder than previous years, the country's gas storage ******* ociation has warned.
With current gas storage levels at 54.52%, the industry ******* ociation, INES, said the best it could do by November 1 would be 77%. This would be more than the latest target set by the German government but less than the usual level of gas in storage as of November 1. This means that if it gets very cold in December and January, shortages may emerge.
However, it is far from certain that Germany's gas storage caverns would reach the 77% full level, the head of INES suggested, as quoted by Reuters. Reaching this level by November 1 would require an injection rate of 1 terawatt-hour daily, and injection rates over the past three weeks have been lower than that, Sebastian Heinemann said.
At current injection rates, Germany's storage will only be 63% as of November 1, he also warned. Per Gas Infrastructure Europe, Germany is currently injecting gas into storage at a rate of around 900 GWh daily.
If the winter is mild, 77% full gas storage would be enough to cover seasonal demand and leave Germany with 38% full storage by April 1, the executive noted. However, if the winter turns out colder than hoped for, some days in January could see a gap between gas demand and supply of as much as 25%.
#storage #winter #however
With current gas storage levels at 54.52%, the industry ******* ociation, INES, said the best it could do by November 1 would be 77%. This would be more than the latest target set by the German government but less than the usual level of gas in storage as of November 1. This means that if it gets very cold in December and January, shortages may emerge.
However, it is far from certain that Germany's gas storage caverns would reach the 77% full level, the head of INES suggested, as quoted by Reuters. Reaching this level by November 1 would require an injection rate of 1 terawatt-hour daily, and injection rates over the past three weeks have been lower than that, Sebastian Heinemann said.
At current injection rates, Germany's storage will only be 63% as of November 1, he also warned. Per Gas Infrastructure Europe, Germany is currently injecting gas into storage at a rate of around 900 GWh daily.
If the winter is mild, 77% full gas storage would be enough to cover seasonal demand and leave Germany with 38% full storage by April 1, the executive noted. However, if the winter turns out colder than hoped for, some days in January could see a gap between gas demand and supply of as much as 25%.
#storage #winter #however
10 days ago
Low prices alone are no longer enough to guarantee success in discount retail.
Chains also have to give shoppers a reason to keep coming back, whether that means new products, viral merchandise, rewards, or making in-store shopping easier.
Five Below has spent the past year changing all three.
Now its latest results suggest shoppers are responding.
Five Below's second-quarter net sales jumped 22.9% to $1.26 billion, while comparable sales increased 14.1%.
#shoppers #alone #enough
Chains also have to give shoppers a reason to keep coming back, whether that means new products, viral merchandise, rewards, or making in-store shopping easier.
Five Below has spent the past year changing all three.
Now its latest results suggest shoppers are responding.
Five Below's second-quarter net sales jumped 22.9% to $1.26 billion, while comparable sales increased 14.1%.
#shoppers #alone #enough
11 days ago
Whether the Federal Open Market Committee (FOMC) raises interest rates at its meeting later this month remains a toss-up as of this writing.
But it looks like a decision could hinge on the August inflation report, which will be released on Sept. 11. Fed Governor Christopher Waller just said his decision will likely come down to that report.
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 »
"If there is continued progress toward our 2% goal, then I am willing to support holding the policy rate at its current level," Waller said at a Reuters event on Sept. 3. "If inflation comes in hot, I would consider a rate hike."
Here's why the August inflation report could be make-or-break for the FOMC.
#inflation #sept
But it looks like a decision could hinge on the August inflation report, which will be released on Sept. 11. Fed Governor Christopher Waller just said his decision will likely come down to that report.
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 »
"If there is continued progress toward our 2% goal, then I am willing to support holding the policy rate at its current level," Waller said at a Reuters event on Sept. 3. "If inflation comes in hot, I would consider a rate hike."
Here's why the August inflation report could be make-or-break for the FOMC.
#inflation #sept
12 days ago
The secondhand apparel market is booming, and financial experts say there's real money to be made both as a savvy shopper and a seller. According to a new report from ThredUp, the U.S. secondhand market has exploded from roughly $28 billion in 2020 to approximately $56 billion today, with 62% of Gen Z participating in secondhand shopping last year.
But while the opportunity is real, so is the potential to turn a financial win into a spending trap. We asked finance experts for their best approaches to capitalize on this trend without letting low prices trick you into mindless spending.
Before committing to a regular thrift habit, you need to find a place where you actually enjoy shopping. Not every platform or store will feel right, and that's fine.
As Melanie Musson, a finance expert with Quote.com, explained, "If you walk into a massive Goodwill store, you may feel overwhelmed and have a strong desire to leave. That's okay. If you walk into a local hospital boost club thrift store, and it's so tiny with low ceilings and you feel closed in, it's okay to leave. However, if you love the experience, embrace it."
Musson recommended checking out at least five different stores or platforms to find what works for you.
#store #Experts
But while the opportunity is real, so is the potential to turn a financial win into a spending trap. We asked finance experts for their best approaches to capitalize on this trend without letting low prices trick you into mindless spending.
Before committing to a regular thrift habit, you need to find a place where you actually enjoy shopping. Not every platform or store will feel right, and that's fine.
As Melanie Musson, a finance expert with Quote.com, explained, "If you walk into a massive Goodwill store, you may feel overwhelmed and have a strong desire to leave. That's okay. If you walk into a local hospital boost club thrift store, and it's so tiny with low ceilings and you feel closed in, it's okay to leave. However, if you love the experience, embrace it."
Musson recommended checking out at least five different stores or platforms to find what works for you.
#store #Experts
19 days ago
Ripple is expanding its institutional trading business into U.S. equities, launching a Delta One service that brings stock, index and digital ******* et derivatives onto the same prime brokerage platform.
Ripple Prime said the business is live and will let clients execute total return swaps tied to U.S. listed equities, indices and digital ******* ets. The structure gives hedge funds, ******* et managers and other financial firms economic exposure to those markets without requiring direct ownership of the underlying securities.
The offering extends Ripple Prime beyond its existing foreign exchange, fixed income, derivatives and digital ******* et services. Clients can use a single counterparty relationship while cross-margining exposures across supported ******* et classes around the clock, bringing traditional market products closer to the 24/7 infrastructure already common in crypto.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027
#business #derivatives
Ripple Prime said the business is live and will let clients execute total return swaps tied to U.S. listed equities, indices and digital ******* ets. The structure gives hedge funds, ******* et managers and other financial firms economic exposure to those markets without requiring direct ownership of the underlying securities.
The offering extends Ripple Prime beyond its existing foreign exchange, fixed income, derivatives and digital ******* et services. Clients can use a single counterparty relationship while cross-margining exposures across supported ******* et classes around the clock, bringing traditional market products closer to the 24/7 infrastructure already common in crypto.
More From Cryptoprowl:
Bernstein Forecasts Bitcoin Will Reach $150,000 By Mid-2027
#business #derivatives
26 days ago
Music streaming stock Spotify Technology (NYSE:SPOT) is trading 4.5% higher at $539.33 this afternoon, extending yesterday's gains and eyeing its highest close since April. The equity sports a nearly 7% year-to-date deficit however, leaves more room for growth. Luckily, today the shares have broken out and above a historic bull signal, meaning these gains could continue for SPOT.
SPOT has now crossed above former pressure at the 200-day moving average. Per Schaeffer's Senior Quantitative ******* yst Rocky White, this "crossover" event has happened five other times over the last 10 years.
Spotify stock was higher one month later 80% of the time after these signals, averaging a 7% gain. From its current perch, a move of this magnitude would put the shares above $577 for the first time since early January.
Options traders are in luck, as SPOT is looking affordably priced. Specifically, Spotify stock's Schaeffer's Volatility Index (SVI) of 57% stands in the 31st percentile of its annual range.
#spot #Stock #music
SPOT has now crossed above former pressure at the 200-day moving average. Per Schaeffer's Senior Quantitative ******* yst Rocky White, this "crossover" event has happened five other times over the last 10 years.
Spotify stock was higher one month later 80% of the time after these signals, averaging a 7% gain. From its current perch, a move of this magnitude would put the shares above $577 for the first time since early January.
Options traders are in luck, as SPOT is looking affordably priced. Specifically, Spotify stock's Schaeffer's Volatility Index (SVI) of 57% stands in the 31st percentile of its annual range.
#spot #Stock #music
27 days ago
Klarna (NYSE: KLAR) is Swedish for "clear up" or "sort it out." The name feels ironic today, with the stock down 21.9% as of 10 a.m. ET, despite a strong Q2 report. Aren't headline surprises supposed to lift stocks?
That wasn't a typo. The Stockholm-based fintech crushed Wall Street's estimates in the second quarter of 2026. The average ****** yst expected a net loss of $0.05 per share on revenues near $993 million. The company reported positive earnings of $0.01 per share and $1.04 billion of top-line revenues. That's not even a close call, and sales rose 27% year over year.
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 »
The stock fell anyway, for at least two clear reasons.
Management offered full-year revenue guidance of $4.12 billion, give or take $40 million. The current ****** yst consensus points to $4.42 billion, and Klarna's earlier guidance was above $4.34 billion. Klarna pointed to currency-exchange headwinds and shifting consumer trends in the German market.
#billion #klarna #flashing #Stock
That wasn't a typo. The Stockholm-based fintech crushed Wall Street's estimates in the second quarter of 2026. The average ****** yst expected a net loss of $0.05 per share on revenues near $993 million. The company reported positive earnings of $0.01 per share and $1.04 billion of top-line revenues. That's not even a close call, and sales rose 27% year over year.
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 »
The stock fell anyway, for at least two clear reasons.
Management offered full-year revenue guidance of $4.12 billion, give or take $40 million. The current ****** yst consensus points to $4.42 billion, and Klarna's earlier guidance was above $4.34 billion. Klarna pointed to currency-exchange headwinds and shifting consumer trends in the German market.
#billion #klarna #flashing #Stock
28 days ago
If you put ServiceNow (NYSE: NOW) and Palantir (NASDAQ: PLTR) side by side, they both look like slick artificial intelligence (AI) businesses selling software as a service (SaaS) to big governments and global enterprises. The stories feel similar until you zero in on one number that really explains why their growth rates look so different: how fast U.S. commercial revenue is growing.
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 »
ServiceNow comes into this comparison as a mature cloud platform. It already sits inside thousands of large organizations, running workflows for IT, HR, security, and customer service. The AI products it is pushing now, like Now **** ist, are layered onto a foundation built long before the current AI wave.
In Q2 2026, ServiceNow reported total revenue of about $3.9 billion, with subscription revenue up roughly 23% year over year in constant currency. That is healthy growth for a company of its size and age. The more telling numbers are in the order backlog. Remaining performance obligations reached about $29 billion, and current RPO, the contract revenue due in the next 12 months, stood at about $13.2 billion with growth of a bit more than 21%.
ServiceNow's AI story fits that profile. AI annual contract value crossed $1 billion in Q2, driven by hundreds of seven-figure deals and expanding commitments from existing customers. This is AI as an accelerator atop a large installed base. Growth is strong, but it is tied to a world where many customers already use ServiceNow and are now paying more for AI-infused workflows.
#revenue #billion #signal #flashing
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 »
ServiceNow comes into this comparison as a mature cloud platform. It already sits inside thousands of large organizations, running workflows for IT, HR, security, and customer service. The AI products it is pushing now, like Now **** ist, are layered onto a foundation built long before the current AI wave.
In Q2 2026, ServiceNow reported total revenue of about $3.9 billion, with subscription revenue up roughly 23% year over year in constant currency. That is healthy growth for a company of its size and age. The more telling numbers are in the order backlog. Remaining performance obligations reached about $29 billion, and current RPO, the contract revenue due in the next 12 months, stood at about $13.2 billion with growth of a bit more than 21%.
ServiceNow's AI story fits that profile. AI annual contract value crossed $1 billion in Q2, driven by hundreds of seven-figure deals and expanding commitments from existing customers. This is AI as an accelerator atop a large installed base. Growth is strong, but it is tied to a world where many customers already use ServiceNow and are now paying more for AI-infused workflows.
#revenue #billion #signal #flashing
1 month ago
Duke Energy Corporation (DUK), headquartered in Charlotte, North Carolina, generates, transmits, distributes, and sells electricity and natural gas to 8.4 million customers. Valued at $96.9 billion by market cap, the company also invests in pipeline transmission, renewable natural gas initiatives and storage infrastructure.
Shares of this leading energy company have underperformed the broader market over the past year. DUK has gained marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, DUK stock is up 6%, compared to the SPX's 13% rise on a YTD basis.
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Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#year #Stock #company #duke
Shares of this leading energy company have underperformed the broader market over the past year. DUK has gained marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, DUK stock is up 6%, compared to the SPX's 13% rise on a YTD basis.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#year #Stock #company #duke
1 month ago
Corvex (NASDAQ:MOVE) secured a multi-year agreement to provide NVIDIA Blackwell GPU infrastructure, funding the expansion through debt, customer prepayments, and existing cash rather than issuing new shares.
Corvex (NASDAQ:MOVE) signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
The expansion is being funded without issuing additional equity, relying instead on debt financing, customer prepayments, and cash on hand.
The company deployed high-density, liquid-cooled GPU infrastructure in approximately two weeks within an existing air-cooled facility.
Revenue from the agreement has already been recognized as cluster deliveries progressed, with full run-rate revenue expected to begin midway through the current quarter.
#corvex #NVIDIA #multi #year
Corvex (NASDAQ:MOVE) signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
The expansion is being funded without issuing additional equity, relying instead on debt financing, customer prepayments, and cash on hand.
The company deployed high-density, liquid-cooled GPU infrastructure in approximately two weeks within an existing air-cooled facility.
Revenue from the agreement has already been recognized as cluster deliveries progressed, with full run-rate revenue expected to begin midway through the current quarter.
#corvex #NVIDIA #multi #year
2 months ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#salesforce #letter #investor
In its Q2 2026 investor letter, Night View Capital highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On July 27, 2026, Salesforce, Inc. (NYSE:CRM) closed at $173.60 per share. One-month return of Salesforce, Inc. (NYSE:CRM) was 17.57%, and its shares lost 31.12% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $142.78 billion.
Night View Capital stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor update:
"Salesforce, Inc. (NYSE:CRM) is our clearest expression of the system-of-record thesis. It holds the customer relationships of a large slice of the corporate world. That data is the fuel for every AI sales and service agent a company might want to deploy, and the natural place to deploy them is inside the platform that already holds the data. When the software selloff was at its most indiscriminate, we added to our position. We were, in effect, buying the fear."
Salesforce, Inc. (NYSE:CRM) ranks 28 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 101 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the first quarter, compared to 115 in the previous quarter. While we acknowledge the risk and potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Salesforce, Inc. (NYSE:CRM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#salesforce #letter #investor
2 months ago
GE Vernova (NYSE:GEV) shares dropped about 6.4% on Wednesday morning after the power equipment maker's wind segment losses widened even as the company posted stronger-than-expected quarterly revenue and record orders.
The company's wind business, its long-standing trouble spot, reported revenue down 10% to $2.03 billion in the second quarter, with the segment's core loss widening to about $275 million on lower onshore equipment deliveries.
GE Vernova said it expects global tariffs to add $100 million to $200 million to costs in 2026.
Second-quarter revenue rose 22% year-over-year to $11.1 billion, topping ***** yst estimates of $10.7 billion.
Orders climbed 88% organically to $24.2 billion, pushing the company's backlog up $13 billion from the prior quarter to $176 billion.
#year
The company's wind business, its long-standing trouble spot, reported revenue down 10% to $2.03 billion in the second quarter, with the segment's core loss widening to about $275 million on lower onshore equipment deliveries.
GE Vernova said it expects global tariffs to add $100 million to $200 million to costs in 2026.
Second-quarter revenue rose 22% year-over-year to $11.1 billion, topping ***** yst estimates of $10.7 billion.
Orders climbed 88% organically to $24.2 billion, pushing the company's backlog up $13 billion from the prior quarter to $176 billion.
#year
2 months ago
UiPath (NYSE:PATH), an artificial intelligence (AI) robotic and automation software provider, closed at $12.04, down 0.99%. Recent investment reports that put the spotlight on UiPath's customer demand could have put it in focus, while investors will be watching the next earnings call for guidance and Annual Recurring Revenue (ARR) trends.
Trading volume reached 175.3 million shares, coming in about 235% above its three-month average of 52.3 million shares. UiPath IPO'd in 2021 and has fallen 832 since going public.
S&P 500 (SNPINDEX:^GSPC) rose 0.89% to 7,509, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.29% to 25,837. Among application software peers focused on enterprise automation, Appian closed at $25.35, down 2.61%, and Pegasystems closed at $30.94, down 2.27%.
UiPath slipped slightly today, but the increased trading volume suggests the stock is on investor radars. It has gained 17% in the past month as investors begin to re-enter the software-as-a-service sector, thinking this year's dramatic sell-off could have been overblown. While there was no direct UiPath news, a Zacks report yesterday highlighted continued demand for its services and rising ARR.
UiPath uses AI to automate repetitive tasks, but the risk is that clients will eventually be able to integrate AI-driven automation without needing an intermediary like UiPath to help them. Last week it announced a deal with UK-based online retailer, The Very Group, to provide agentic AI pricing, demonstrating commercial demand. However, it is a competitive and rapidly evolving **** e, and **** ysts are concerned that UiPath isn't growing fast enough.
#trading
Trading volume reached 175.3 million shares, coming in about 235% above its three-month average of 52.3 million shares. UiPath IPO'd in 2021 and has fallen 832 since going public.
S&P 500 (SNPINDEX:^GSPC) rose 0.89% to 7,509, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.29% to 25,837. Among application software peers focused on enterprise automation, Appian closed at $25.35, down 2.61%, and Pegasystems closed at $30.94, down 2.27%.
UiPath slipped slightly today, but the increased trading volume suggests the stock is on investor radars. It has gained 17% in the past month as investors begin to re-enter the software-as-a-service sector, thinking this year's dramatic sell-off could have been overblown. While there was no direct UiPath news, a Zacks report yesterday highlighted continued demand for its services and rising ARR.
UiPath uses AI to automate repetitive tasks, but the risk is that clients will eventually be able to integrate AI-driven automation without needing an intermediary like UiPath to help them. Last week it announced a deal with UK-based online retailer, The Very Group, to provide agentic AI pricing, demonstrating commercial demand. However, it is a competitive and rapidly evolving **** e, and **** ysts are concerned that UiPath isn't growing fast enough.
#trading
2 months ago
Well-known investor Michael Burry thinks you don't know what you're investing in.
"95% of investors likely have no idea what they really own," Burry, who is known for predicting the 2008 financial crisis, said on social media. "Let me re-phrase that. 95% of investors like to have no real idea of what they own."
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#Social #investors #like
"95% of investors likely have no idea what they really own," Burry, who is known for predicting the 2008 financial crisis, said on social media. "Let me re-phrase that. 95% of investors like to have no real idea of what they own."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#Social #investors #like
2 months ago
Space Exploration Technologies (NASDAQ: SPCX) has transformed the aerospace industry by pioneering reusable rocket technology and its Starlink network of broadband internet satellites. Building on its innovations in launch services and satellite connectivity, ******* eX is now aggressively expanding into artificial intelligence (AI) infrastructure.
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
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 »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
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 »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
2 months ago
Chip stocks recovered some of their losses Monday after last week's rout sent them into a bear market. Shares of the Philadelphia Semiconductor index (^SOX) climbed more than 2.6% by midday.
AMD (AMD) stock also rose on news it signed a deal with Microsoft (MSFT) to deploy its Helios rackscale AI computing platform laster this year. Helios is designed to go head-to-head with Nvidia's (NVDA) popular NVL72 rack systems and stands as AMD's first true competitor to the market-leading powerhouse.
Elsewhere, Google (GOOG, GOOGL) stock climbed roughly 2.5% after The Information reported that the company is working on a new kind of chip to power its Gemini AI services called Frozen v2. The processor would include bits of Gemini built directly into the chip, which could help speed up performance versus.
Google will report its second quarter earnings on Wednesday, with Intel (INTC) following Thursday, providing Wall Street with an updated look at both data center investing among hyperscalers and chip demand from semiconductor companies.
AMD (AMD) stock also rose on news it signed a deal with Microsoft (MSFT) to deploy its Helios rackscale AI computing platform laster this year. Helios is designed to go head-to-head with Nvidia's (NVDA) popular NVL72 rack systems and stands as AMD's first true competitor to the market-leading powerhouse.
Elsewhere, Google (GOOG, GOOGL) stock climbed roughly 2.5% after The Information reported that the company is working on a new kind of chip to power its Gemini AI services called Frozen v2. The processor would include bits of Gemini built directly into the chip, which could help speed up performance versus.
Google will report its second quarter earnings on Wednesday, with Intel (INTC) following Thursday, providing Wall Street with an updated look at both data center investing among hyperscalers and chip demand from semiconductor companies.
2 months ago
While the artificial intelligence (AI) frenzy may have cooled, the fire still burns bright. The investment theme is no longer about picking every AI-related stock. Instead, investors are now becoming more selective and are rewarding businesses that are turning surging demand into real revenue, profits, and long-term growth. With this shift in market sentiment, AI infrastructure winners like Marvell Technology (MRVL) and Broadcom (AVGO) continue to stand out.
Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
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Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
2 months ago
An astonishing number of Gen Zers aged 18 to 29 are opting to save for a vacation rather than for retirement.
Nearly half of Gen Z folks are prioritizing vacations over their retirement savings, the highest of any age cohort, according to a new report from JPMorgan **** et Management.
Paying off student loans and cobbling together emergency funds are also far more important to them than saving for their future golden years.
"This may be due to limited understanding of the benefits of starting early (especially compounding) and more immediate financial pressures — debt feels urgent, and retirement can seem distant, making it easier to defer saving," Alyson Frost, head of retirement insights at JPMorgan **** et Management, told Yahoo Finance.
In January, the firm conducted online surveys with more than 2000 people who had contributed to their defined contribution retirement plans.
Nearly half of Gen Z folks are prioritizing vacations over their retirement savings, the highest of any age cohort, according to a new report from JPMorgan **** et Management.
Paying off student loans and cobbling together emergency funds are also far more important to them than saving for their future golden years.
"This may be due to limited understanding of the benefits of starting early (especially compounding) and more immediate financial pressures — debt feels urgent, and retirement can seem distant, making it easier to defer saving," Alyson Frost, head of retirement insights at JPMorgan **** et Management, told Yahoo Finance.
In January, the firm conducted online surveys with more than 2000 people who had contributed to their defined contribution retirement plans.
