According to an SEC filing dated May 11, 2026, Sapphire Ventures, L.L.C. initiated a new position in Netskope (NASDAQ:NTSK) in the first quarter by acquiring 5,672,579 shares. The estimated value of this transaction is $70.40 million, calculated using the average closing share price during the first quarter of 2026. At quarter’s end, the position was valued at $48.16 million, reflecting market pri...
According to an SEC filing dated May 11, 2026, Sapphire Ventures, L.L.C. initiated a new position in Netskope (NASDAQ:NTSK) in the first quarter by acquiring 5,672,579 shares. The estimated value of this transaction is $70.40 million, calculated using the average closing share price during the first quarter of 2026. At quarter’s end, the position was valued at $48.16 million, reflecting market price movements during the reporting period. Netskope, Inc. is a technology company specializing in cloud security solutions for enterprise clients. The company leverages a unified platform to address data protection, threat management, and secure access across cloud and web applications. With a focus on scalable, subscription-based offerings, Netskope aims to deliver robust security and visibility for organizations navigating digital transformation and evolving cybersecurity threats. Continue reading
"Merci beaucoup," your dividend strategist said as he handed three suitcases to his to-the-Paris-airport Uber driver. (I was very proud of myself. Eight days and basically Parisian...)
"Merci beaucoup," your dividend strategist said as he handed three suitcases to his to-the-Paris-airport Uber driver. (I was very proud of myself. Eight days and basically Parisian...)
Justin Sullivan/Getty Images News It's only been a few months since we last covered Advanced Micro Devices, Inc. ( AMD ). Since that time, the narrative surrounding the company has completely changed. Earlier this month, the company reported great earnings results for Q1 . The revenue was up 38% Y/Y. Also, the Data Center segment expanded by 57%. The report confirmed that AMD is finally starting t...
Justin Sullivan/Getty Images News It's only been a few months since we last covered Advanced Micro Devices, Inc. ( AMD ). Since that time, the narrative surrounding the company has completely changed. Earlier this month, the company reported great earnings results for Q1 . The revenue was up 38% Y/Y. Also, the Data Center segment expanded by 57%. The report confirmed that AMD is finally starting to benefit from the AI boom cycle. The management has also raised the long-term expectations in the server CPU market to more than $120 billion by 2030. However, the problem is that the market has not just taken this scenario into account; it has repriced it way too aggressively at this point. And this is where the key weakness of the investment case for AMD at the current price begins. The Competition From Nvidia Hasn’t Disappeared Anywhere AMD's biggest growth driver now is Data Center and AI. The company is actively ramping up EPYC CPU and Instinct GPU shipments and is also receiving major contracts from hyperscalers, including Meta Platforms ( META ). This gives the impression that AMD is finally becoming a serious competitor in the AI infrastructure field. But if you dig deeper, it becomes obvious that this growth is more a reflection of the overall cycle than of the specific superiority of the company. In reality, AMD is growing large because the whole market is growing. The demand for AI infrastructure is growing exponentially, and the capital costs of big players are lifting all participants in the chain. But in this environment, AMD is still not a leader. Its closest competitor, Nvidia ( NVDA ), is not just growing faster, but it also has significantly stronger marginality, larger scale, and much better monetization of this demand. This means that even with strong growth, AMD remains the 'second number' that gets part of the pie but does not control it. The Fundamentals Are Not As Great As They Look Since the latest rally, AMD has been trading at levels that look to...
Andrew Bursky and his wife pledged $200 million through their family foundation to name a newly created school of public health at Washington University in St. Louis . The gift from the co-founder of Atlas Holdings , a private equity firm, is the largest in the university’s history, WashU said in a statement on Wednesday. Bursky, who chairs the school’s board of trustees, met his wife Jane while a...
Andrew Bursky and his wife pledged $200 million through their family foundation to name a newly created school of public health at Washington University in St. Louis . The gift from the co-founder of Atlas Holdings , a private equity firm, is the largest in the university’s history, WashU said in a statement on Wednesday. Bursky, who chairs the school’s board of trustees, met his wife Jane while an undergraduate at the university. The couple, both 69, are long-time donors to the school and previously financed scholarships, research in immunology and provided the seed funding for WashU’s Center for Vaccines and Immunity to Microbial Pathogens. “We invest so much as a nation in healthcare and in research for new therapies,” Bursky said in an interview. “But we invest so little on healthy people and keeping them healthy.” Atlas and its affiliates manages more than $16 billion in assets and owns and operates about 30 manufacturing and distribution businesses. Bursky founded the Greenwich, Connecticut-based firm in 2002 with Tim Fazio and most recently raised $6.45 billion for its fifth fund. Read More: Blackstone, Blue Owl Take Minority Stake in US PE Firm Atlas The gift to Washington University will provide funding for faculty hiring, scholarships and new research initiatives, while advancing a broader effort to rethink how public health is taught. The school was established last year and is led by Dean Sandro Galea, an epidemiologist and physician. “This gift positions WashU to help define what public health can be in the years ahead,” Chancellor Andrew D. Martin said in a statement.
Justin Sullivan/Getty Images News It's only been a few months since we last covered Advanced Micro Devices, Inc. ( AMD ). Since that time, the narrative surrounding the company has completely changed. Earlier this month, the company reported great earnings results for Q1 . The revenue was up 38% Y/Y. Also, the Data Center segment expanded by 57%. The report confirmed that AMD is finally starting t...
Justin Sullivan/Getty Images News It's only been a few months since we last covered Advanced Micro Devices, Inc. ( AMD ). Since that time, the narrative surrounding the company has completely changed. Earlier this month, the company reported great earnings results for Q1 . The revenue was up 38% Y/Y. Also, the Data Center segment expanded by 57%. The report confirmed that AMD is finally starting to benefit from the AI boom cycle. The management has also raised the long-term expectations in the server CPU market to more than $120 billion by 2030. However, the problem is that the market has not just taken this scenario into account; it has repriced it way too aggressively at this point. And this is where the key weakness of the investment case for AMD at the current price begins. The Competition From Nvidia Hasn’t Disappeared Anywhere AMD's biggest growth driver now is Data Center and AI. The company is actively ramping up EPYC CPU and Instinct GPU shipments and is also receiving major contracts from hyperscalers, including Meta Platforms ( META ). This gives the impression that AMD is finally becoming a serious competitor in the AI infrastructure field. But if you dig deeper, it becomes obvious that this growth is more a reflection of the overall cycle than of the specific superiority of the company. In reality, AMD is growing large because the whole market is growing. The demand for AI infrastructure is growing exponentially, and the capital costs of big players are lifting all participants in the chain. But in this environment, AMD is still not a leader. Its closest competitor, Nvidia ( NVDA ), is not just growing faster, but it also has significantly stronger marginality, larger scale, and much better monetization of this demand. This means that even with strong growth, AMD remains the 'second number' that gets part of the pie but does not control it. The Fundamentals Are Not As Great As They Look Since the latest rally, AMD has been trading at levels that look to...
In the past year, investors have loaded up on a combination of gold, silver, and Bitcoin in the hopes of being able to find safe-haven investments they can safely store their money in, amid economic and geopolitical uncertainty. The problem with those types of investments is that they are highly speculative in nature and have been fairly volatile over the past several months. You can still invest ...
In the past year, investors have loaded up on a combination of gold, silver, and Bitcoin in the hopes of being able to find safe-haven investments they can safely store their money in, amid economic and geopolitical uncertainty. The problem with those types of investments is that they are highly speculative in nature and have been fairly volatile over the past several months. You can still invest in stocks to reduce your market risk; the key is to select the right types of stocks. Even the S&P 500 may be a bit risky these days due to its dependence on the top tech stocks. If they fall, the index will be susceptible to a steep correction as well. Instead of those options, you may want to consider the Vanguard Utilities ETF (NYSEMKT: VPU) . Here's why it can be an ideal safe-haven investment to add to your portfolio if you're worried about the stock market and rising valuations. Continue reading
Buying stocks that are down and facing challenges can be difficult simply because you don't know if or when a turnaround may take place. It may require a great deal of patience to invest in a stock that many investors are betting against or that the market is expecting will struggle; that uncertainty inevitably gets priced into the stock's valuation. But buying these types of contrarian stocks can...
Buying stocks that are down and facing challenges can be difficult simply because you don't know if or when a turnaround may take place. It may require a great deal of patience to invest in a stock that many investors are betting against or that the market is expecting will struggle; that uncertainty inevitably gets priced into the stock's valuation. But buying these types of contrarian stocks can also result in more significant gains later on, if the businesses are able to prove the market wrong. There are three stocks that I believe may be good ones to buy today, despite their current headwinds: Duolingo (NASDAQ: DUOL) , Pfizer (NYSE: PFE) , and Robinhood Markets (NASDAQ: HOOD) . Image source: Getty Images. Continue reading
Investing.com -- Daiwa Capital Markets has downgraded Advanced Micro Devices to Outperform from Buy, citing the chipmaker's near-150% share price gain over the past 60 days, even as the firm raised its price target to $500 from $250 following a strong first-quarter earnings beat.
Investing.com -- Daiwa Capital Markets has downgraded Advanced Micro Devices to Outperform from Buy, citing the chipmaker's near-150% share price gain over the past 60 days, even as the firm raised its price target to $500 from $250 following a strong first-quarter earnings beat.
IonQ (IONQ) CEO, Niccolo de Masi, has successfully anchored investor expectations to the AQ 64 hardware milestone as the primary gateway to the 2040 quantum economy. However, while institutional resilience has remained high following a record-breaking first quarter in 2026, the underlying physics that drive IonQ’s massive upside also create a symmetric, high-magnitude downside risk. The current ma...
IonQ (IONQ) CEO, Niccolo de Masi, has successfully anchored investor expectations to the AQ 64 hardware milestone as the primary gateway to the 2040 quantum economy. However, while institutional resilience has remained high following a record-breaking first quarter in 2026, the underlying physics that drive IonQ’s massive upside also create a symmetric, high-magnitude downside risk. The current market capitalization, which has fluctuated near $21 billion following the May 6 earnings report, assu
Franco-Nevada ( FNV ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 0.74% Payable June 25; for shareholders of record June 11; ex-div June 11. See FNV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Franco-Nevada Corporation Franco-Nevada: Missing Out On Gold Upside, But Also Volatility Franco-Nevada Corporation (FNV:CA) Shareholder/Analyst Call Transcr...
Franco-Nevada ( FNV ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 0.74% Payable June 25; for shareholders of record June 11; ex-div June 11. See FNV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Franco-Nevada Corporation Franco-Nevada: Missing Out On Gold Upside, But Also Volatility Franco-Nevada Corporation (FNV:CA) Shareholder/Analyst Call Transcript Franco-Nevada Corporation (FNV:CA) Analyst/Investor Day - Slideshow Franco-Nevada Q1 2026 Earnings Preview Franco-Nevada Non-GAAP EPS of $1.85 beats by $0.18, revenue of $597.3M beats by $64.53M
According to a recent SEC filing , von Borstel & Associates, Inc. increased its position in the Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 137,520 shares during the first quarter of 2026. Based on the quarter’s average closing price, the estimated trade value was approximately $7.5 million. The quarter-end value of the holding rose by $7.3 million -- reflecting both the share p...
According to a recent SEC filing , von Borstel & Associates, Inc. increased its position in the Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 137,520 shares during the first quarter of 2026. Based on the quarter’s average closing price, the estimated trade value was approximately $7.5 million. The quarter-end value of the holding rose by $7.3 million -- reflecting both the share purchase and market price movement -- bringing the total DFGP position to $82.4 million. The Dimensional Global Core Plus Fixed Income ETF (DFGP) is a globally diversified bond fund managed with a systematic, research-driven approach. Von Borstel's continued accumulation of DFGP -- which was already the firm's second-largest holding entering 2026 -- suggests a sustained move toward fixed-income ballast during what has been a volatile rate environment. Institutional investors will often increase allocations to diversified bond funds as a portfolio stabilizer, and with DFGP now representing nearly one-fifth of von Borstel's reportable AUM, it's clear the firm views global fixed income as a meaningful strategic anchor. Continue reading
JHVEPhoto/iStock Editorial via Getty Images Introduction From now on, you will often see me expand the topics I discussed in a highly-read article I published on Seeking Alpha, where I traced the AI-Capex Flows and identified six different layers involved. I invite you to read it, in case you've missed it, and to take some time for the comment section, where some truly great observations were made...
JHVEPhoto/iStock Editorial via Getty Images Introduction From now on, you will often see me expand the topics I discussed in a highly-read article I published on Seeking Alpha, where I traced the AI-Capex Flows and identified six different layers involved. I invite you to read it, in case you've missed it, and to take some time for the comment section, where some truly great observations were made. In that article, I explained why I believe that three years from now, the enterprise application layer will report higher returns compared to what the current narrative expects. In particular, I think that the great software companies that will be able to adapt to AI will be natural winners. This is why I am initiating my coverage on Intuit ( INTU ). In particular, it is particularly interesting to start talking about Intuit for two specific reasons. First of all, Intuit's presentation at the Morgan Stanley Technology, Media & Telecom Conference 2026 is a masterpiece and sheds some light on why Intuit could be extremely undervalued; secondly, Q3 is the most important quarter of the year for the company. Intuit's Q3 2026 Earnings Review Intuit belongs to the software enterprise business, and it owes its success to a financial platform that it has built, which is used by roughly 100M customers across five different products. The first one is TurboTax, which is used by consumers for tax filing; TurboTaxLive, where filing assistance is given through an AI-plus-human model; Credit Karma, a software that monitors the marketplace for credit and financial products; QuickBooks, helpful for small and mid-market businesses for their accounting and payments; and Mailchimp, which offers marketing automation. These five products fall into two reporting categories: Global Business Solutions, accounting for 68% of the company's revenues as of Q2 2026, and Consumer, contributing the remaining 32%. Since Intuit is highly exposed to the tax cycle, it operates a seasonal business, where Q3 i...
Poppy is an AI-powered app that connects your calendar, email, messages, and other services to surface reminders, suggestions, and tasks based on what’s happening in your life.
Poppy is an AI-powered app that connects your calendar, email, messages, and other services to surface reminders, suggestions, and tasks based on what’s happening in your life.
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]
National CineMedia ( NCMI ) declares $0.03/share quarterly dividend , in line with previous. Forward yield 3.55% Payable June 4; for shareholders of record May 22; ex-div May 22. See NCMI Dividend Scorecard, Yield Chart, & Dividend Growth. More on National CineMedia National CineMedia, Inc. (NCMI) Q1 2026 Earnings Call Transcript National CineMedia, Inc. 2025 Q4 - Results - Earnings Call Presentat...
National CineMedia ( NCMI ) declares $0.03/share quarterly dividend , in line with previous. Forward yield 3.55% Payable June 4; for shareholders of record May 22; ex-div May 22. See NCMI Dividend Scorecard, Yield Chart, & Dividend Growth. More on National CineMedia National CineMedia, Inc. (NCMI) Q1 2026 Earnings Call Transcript National CineMedia, Inc. 2025 Q4 - Results - Earnings Call Presentation National CineMedia, Inc. (NCMI) Q4 2025 Earnings Call Transcript National CineMedia forecasts Q2 revenue of $57M-$63M and adjusted OIBDA of $1M-$5M amid cost-savings push National CineMedia Non-GAAP EPS of -$0.23 beats by $0.03, revenue of $34M beats by $1.02M
MoMo Productions/DigitalVision via Getty Images Thesis Harmonic Inc. ( HLIT ), a company that provides broadband network infrastructure and video streaming software, has been one of the more interesting smaller-cap networking companies I follow. When I last covered the stock in late 2024, I gave it a Hold rating . Yes, the company was seeing strong growth and demand for DOCSIS 4.0 technology, but ...
MoMo Productions/DigitalVision via Getty Images Thesis Harmonic Inc. ( HLIT ), a company that provides broadband network infrastructure and video streaming software, has been one of the more interesting smaller-cap networking companies I follow. When I last covered the stock in late 2024, I gave it a Hold rating . Yes, the company was seeing strong growth and demand for DOCSIS 4.0 technology, but that was being balanced out by risks tied to relying too heavily on a small number of customers, delays in product rollouts, and uncertainty about whether Broadband growth would stay strong through 2025. Seeking Alpha Since that research, HLIT has traded down, then sideways for around a year and a half. Recently, the stock has started showing strong positive momentum , and after reviewing the latest quarterly results, I’m becoming more bullish on the company because the broadband network upgrade cycle finally seems to be turning into steady and reliable business performance. The Backbone of the Upgrade Cycle North American cable operators were waiting on the sidelines for the past few years. The DOCSIS 4.0 standard (the technology that lets cable companies deliver internet over the same coaxial cables originally used for TV) was ready in the lab but was not yet completely viable for broad field deployment. In addition, companies like Charter ( CHTR ) were working through old inventory and finishing the HFC upgrades they needed before investing serious capital in the next platform. Meanwhile, the global market for broadband access equipment was still declining. For the full year of 2025, the equipment market remained in decline , but demand did begin to pick up at the end of the year. The stage has been set for what will happen in 2026. According to Dell’Oro, spending on cable access concentrators, remote PHY gear, and virtual CMTS platforms is expected to increase by 29% from 2025 levels. Of this growth, the vast majority will be in North America as Comcast ( CMCSA ) and Ch...