Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc...
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc. CRM, Palantir Technologies Inc. PLTR, Cloudflare Inc. NET and Datadog Inc. DDOG. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our five picks in the past month. Image Source: Zacks Investment Research Cisco Systems Inc. Cisco Systems has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In the last reported quarter, CSCO generated record-high revenues primarily due to its networking portfolio, powered by Silicon One, AI-native security solutions and operating systems. CSCO expects total artificial intelligence (AI) infrastructure orders to reach $9 billion in fiscal 2026, an increase of 4.5X from fiscal 2025. Overall product orders grew by a sizable 35% year over year in the third quarter. Of this, data center switching orders grew 40% from the year-ago period supported by massive AI-powered data center buildout. Cisco has decided to retrench 4,000 manpower as part of a sweeping restructuring effort. Management said that this restructuring has been guided to give more emphasis to areas like AI networking infrastructure, network security, silicon and optics. Cisco Systems has an expected revenue and earnings growth rate of 9.8% and 9.7%, respectively, for the current year (ending July 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% over the last seven days. Salesforce Inc. Salesforce is continuously expanding its ge...
A_Columbo/iStock via Getty Images Investment Thesis Verra Mobility ( VRRM ) is down 40% YTD due to slower revenue growth and its flagship $998 New York City contract being renewed at lower margins. While competitive pressures exist and are likely to increase, Verra is deeply integrated with its customers, who include both governments and the three largest rental car companies in the United States....
A_Columbo/iStock via Getty Images Investment Thesis Verra Mobility ( VRRM ) is down 40% YTD due to slower revenue growth and its flagship $998 New York City contract being renewed at lower margins. While competitive pressures exist and are likely to increase, Verra is deeply integrated with its customers, who include both governments and the three largest rental car companies in the United States. Verra’s revenue should continue to increase from more tolling across the United States and favorable legislation driving government contracts, while its MOSAIC platform improves operating margins, thus supporting a buy rating. About Verra Mobility Verra Mobility is a transportation management company that provides technology focused on tolling, commercial fleet management, and automated traffic and law enforcement systems. An overview of the segments is below. Verra Mobility Q1 2026 Investor Presentation Commercial Services Their Commercial Services segment generated about 45% of Verra’s revenue (70% of operating profit). This segment helps rental car companies, including Avis Budget ( CAR ), Enterprise Mobility, and Hertz ( HTZ ), commercial fleet operators, and fleet management companies with their toll and violation management. Most of this segment focuses on their toll management business (39% of total revenue), which helps fleet operators pay their tolls and collect payment from individual drivers. This business should see healthy growth, but it had some customer churn , causing the segment’s revenue to decline 4% compared to Q1 2025. While churn is inevitable, Verra is integrated deep into these systems and has the combined data from all of these operators to make their business more efficient than any single customer can. They dominate the rental car market, but management said, “a significant customer relationship, which represents over 10% of our revenue, is currently operating under a short-term contract extension,” with ongoing discussions for a contract extensi...
BBC Sport asked Enhanced's Australian swimmer James Magnussen, whose remarkably bulked up physique after taking PEDs last year went viral, if he had concerns about the effect on his long-term health. "I believe that were there to be long-term implications for my health, there surely would have been some short- to medium-term indicators that say 'hey, this isn't tracking properly, you are seeing si...
BBC Sport asked Enhanced's Australian swimmer James Magnussen, whose remarkably bulked up physique after taking PEDs last year went viral, if he had concerns about the effect on his long-term health. "I believe that were there to be long-term implications for my health, there surely would have been some short- to medium-term indicators that say 'hey, this isn't tracking properly, you are seeing side effects'. To this point we haven't seen those," the three-time Olympic medallist said. "As professional athletes, we take risks with our health innately by what we do. There's nothing healthy about training at the peak of your physical ability for 30 hours a week." Some think the former world champion has a point. Byron Hyde, an honorary research associate at Bangor University, says, external critics "overlook the fact that the Enhanced Games is making obvious what society has always quietly accepted – that most people are willing to watch athletes risk harm when the entertainment is good enough. "That's something that all sporting bodies should spend more time considering. "If brain trauma is the potential price of boxing entertainment, why the outrage about pharmaceutical enhancement risks? The Olympics already celebrates athletes who push their bodies to extremes. "Research has documented serious physical and psychological harms in many sports. The Enhanced Games just moves the risk threshold further along a spectrum society has already accepted." Such an argument holds little sway with UK Sport director Kate Baker. "We are committed to winning well," she tells BBC Sport. "We know that we've had some things in the past that we haven't necessarily been proud of, but we've moved so far away from that. "And so to even acknowledge the Enhanced Games as a real thing feels quite difficult for us. It's absolutely something that we would stand in total opposition to. "If you're high potential in our system, you will be supported to achieve your potential, and you will do it i...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and ...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and two people with knowledge of the matter. The RTX 5090D V2 was unveiled last August in an effort to comply with U.S. export control curbs. It was aimed at the Chinese gaming market, but it has been used by AI developers. Nvidia did not immediately respond to a request for comment from Seeking Alpha. Appearing on Bloomberg TV earlier this week, Huang said he believes that China's market will eventually become accessible to U.S. suppliers. “My sense is that over time, the market will open,” he said during the interview. The Huang-led Nvidia is set to report fiscal second-quarter results after the close of trading. A consensus of analysts expects Nvidia to earn $1.77 per share on $78.97B in revenue. More on Nvidia Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia heads into earnings with largest short position in SPX: S3 Partners What Nvidia's options chain shows ahead of earnings
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and ...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and two people with knowledge of the matter. The RTX 5090D V2 was unveiled last August in an effort to comply with U.S. export control curbs. It was aimed at the Chinese gaming market, but it has been used by AI developers. Nvidia did not immediately respond to a request for comment from Seeking Alpha. Appearing on Bloomberg TV earlier this week, Huang said he believes that China's market will eventually become accessible to U.S. suppliers. “My sense is that over time, the market will open,” he said during the interview. The Huang-led Nvidia is set to report fiscal second-quarter results after the close of trading. A consensus of analysts expects Nvidia to earn $1.77 per share on $78.97B in revenue. More on Nvidia Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia heads into earnings with largest short position in SPX: S3 Partners What Nvidia's options chain shows ahead of earnings
PM Images/DigitalVision via Getty Images Acumen Pharmaceuticals, Inc. ( ABOS ) is a clinical-stage biotech built around sabirnetug (ACU193), an Alzheimer's antibody candidate designed to selectively target toxic amyloid beta oligomers (AβOs). That matters because AβOs are often associated with Alzheimer's. I believe this is an interesting differentiator for sabirnetug, especially because other app...
PM Images/DigitalVision via Getty Images Acumen Pharmaceuticals, Inc. ( ABOS ) is a clinical-stage biotech built around sabirnetug (ACU193), an Alzheimer's antibody candidate designed to selectively target toxic amyloid beta oligomers (AβOs). That matters because AβOs are often associated with Alzheimer's. I believe this is an interesting differentiator for sabirnetug, especially because other approved drugs don't have this selectivity feature. So far, sabirnetug has had positive Phase 1 results and received the FDA's Fast Track designation. Sabirnetug is currently being tested in its Phase 2 ALTITUDE-AD trial for intravenous administration. And overall, I feel the stock offers a compelling risk-reward setup for more speculative investors willing to bet on Sabirnetug's clinical potential. Sabirnetug's Late-2026 Catalyst Acumen Pharmaceuticals, Inc. is a relatively small biotech that's working on early Alzheimer's disease ( AD ) treatments. The company was founded in 1996 and is currently headquartered in Newton, Massachusetts. I also previously covered ABOS in July 2024. Since then, the stock has declined by about 34.0%, but their upcoming ALTITUDE-AD readout remains the catalyst that keeps me optimistic on their prospects. As such, I felt it was worthwhile revisiting this name. Source: Corporate Presentation. May 2026. As a quick recap, ABOS is focused on toxic amyloid beta oligomers (AβOs). Its lead candidate is clearly sabirnetug (ACU193), which is designed to target AβOs more selectively than broader anti-amyloid approaches. Interestingly, AβOs are suspected of being potential causes of AD because AβOs can interfere with normal neuronal synapses. As such, sabirnetug is a monoclonal antibody (mAb). This means it could potentially preserve neuronal functions while also avoiding some of the drawbacks of other less selective amyloid approaches. Currently, sabirnetug is in Phase 2 trials and has the FDA's Fast Track designation for early AD. Moreover, their Phase 1 I...
These days, it sure feels as though the word "bottleneck" is joined at the hip with the artificial intelligence (AI) investment thesis. Indeed, AI adopters and enablers face a variety of logjams that threaten their ambitions. Data centers, hardware, and power infrastructure rank high on the list of AI constraints, and an array of AI stocks offers investors avenues to capitalize on various AI hurdl...
These days, it sure feels as though the word "bottleneck" is joined at the hip with the artificial intelligence (AI) investment thesis. Indeed, AI adopters and enablers face a variety of logjams that threaten their ambitions. Data centers, hardware, and power infrastructure rank high on the list of AI constraints, and an array of AI stocks offers investors avenues to capitalize on various AI hurdles. However, not all investors want to engage in stock-picking, and spreading cash across a slew of bets isn't capital-efficient for some market participants. Select exchange-traded funds (ETFs) solve that problem. Enter: the Defiance AI & Power Infrastructure ETF (AIPO 1.65%). Let's learn more about it. As its name implies, this fund is at the right place at the right time. That's reflected by the fact that this ETF is just 10 months old and already has just over $665 million in assets under management (AUM). Nearly two-thirds of that AUM tally arrived in the fund this year, confirming investors want in on the AI bottleneck story. AIPO lives up to its billing Simply because "AI" is attached to an ETF's name doesn't guarantee the fund is adequately levered to the theme. Fortunately, that's not a concern with the Defiance, as it delivers on its promise to address AI and power infrastructure. The ETF offers a decent level of AI purity, allocating about 20% of its portfolio to semiconductor stocks and data infrastructure names, with Broadcom and Nvidia ranking among the top 10 holdings. The power infrastructure sleeve is where this ETF shines, as it devotes approximately 80% of its portfolio to power grid equipment, engineering and construction services, and utilities stocks. No, this isn't your grandfather's utilities ETF, but investors should be mindful of the Defiance fund's significant power infrastructure exposure, which is one of the most crucial AI bottlenecks. Due in large part to the demands created by AI, power industry investments surged to $1.5 trillion last year, ...
US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...
US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...
Sumala Chidchoi/iStock via Getty Images Lincoln International ( LCLN ) priced its initial public offering of 21,049,988 class A shares at $20.00 per share, high end of the previously-announced range. Additionally, the global investment banking advisory firm has granted the underwriters a 30-day option to purchase an additional 3,157,498 class A shares at the IPO price. The shares are expected to b...
Sumala Chidchoi/iStock via Getty Images Lincoln International ( LCLN ) priced its initial public offering of 21,049,988 class A shares at $20.00 per share, high end of the previously-announced range. Additionally, the global investment banking advisory firm has granted the underwriters a 30-day option to purchase an additional 3,157,498 class A shares at the IPO price. The shares are expected to begin trading on the NYSE on May 20 under the ticker symbol LCLN. The offering is expected to close on May 21. More on Lincoln International, Inc. Lincoln International Begins IPO Process On Impressive Profitability Lincoln International targets up to $421M in IPO Financial information for Lincoln International, Inc.
Christian Rummel Expedia Group ( EXPE ) used its Explore 2026 conference in Las Vegas this week to unveil a slate of new artificial intelligence–powered travel tools, ecosystem partnerships, and a philanthropy initiative aimed at shaping the next phase of digital travel. The company noted that it is embedding AI across every stage of the journey to act as a continuous travel companion that helps c...
Christian Rummel Expedia Group ( EXPE ) used its Explore 2026 conference in Las Vegas this week to unveil a slate of new artificial intelligence–powered travel tools, ecosystem partnerships, and a philanthropy initiative aimed at shaping the next phase of digital travel. The company noted that it is embedding AI across every stage of the journey to act as a continuous travel companion that helps consumers plan, book, and navigate trips more easily and confidently. On the consumer side, Expedia ( EXPE ) is rolling out new AI-driven planning capabilities, including in-feed trip planning on Meta platforms, natural language trip planning, and smarter booking tools designed to reduce friction and support better decision-making. Those features are intended to unify inspiration, comparison, booking, and trip management in a single, more intuitive experience that travelers can access across devices and channels. The company is also expanding its travel ecosystem through new partnerships beyond core booking. A newly announced agreement with Clear, following a recent integration with Uber ( UBER ), is meant to move Expedia ( EXPE ) closer to a one-stop shop for travelers, helping them manage airport security, ground transportation, and other trip components in one place. Expedia ( EXPE ) also has an AI travel collaboration with Google ( GOOG ) ( GOOGL ). Shares of Expedia ( EXPE ) edged 0.3% higher in premarket trading. More on Expedia Expedia Group, Inc. 2026 Q1 - Results - Earnings Call Presentation Expedia: Strong Execution, Expanding Margins, And Aggressive Buybacks Support Our Strong Buy Upgrade Expedia Group, Inc. (EXPE) Q1 2026 Earnings Call Transcript Online travel stocks are on watch during Google I/O Glenview adds Humana, exits Expedia, reduces Teva among Q1 trades
Bhanu Baweja, chief investment strategist at UBS Investment Bank, tells Bloomberg Television that the equity markets rally is at risk from a slowdown in consumer spending as real disposable income growth nears zero and fiscal support fades. (Source: Bloomberg)
Bhanu Baweja, chief investment strategist at UBS Investment Bank, tells Bloomberg Television that the equity markets rally is at risk from a slowdown in consumer spending as real disposable income growth nears zero and fiscal support fades. (Source: Bloomberg)
Agnico Eagle Mines Limited AEM delivered forecast-topping earnings performance in the first quarter on gold price strength, but it remains exposed to headwinds from higher costs. Its all-in sustaining cost (AISC) — the most important cost metric of miners — was $1,483 per ounce in the quarter, marking a roughly 26% year-over-year rise. AISC increased year over year due to higher total cash costs a...
Agnico Eagle Mines Limited AEM delivered forecast-topping earnings performance in the first quarter on gold price strength, but it remains exposed to headwinds from higher costs. Its all-in sustaining cost (AISC) — the most important cost metric of miners — was $1,483 per ounce in the quarter, marking a roughly 26% year-over-year rise. AISC increased year over year due to higher total cash costs and an uptick in sustaining capital expenditures. Total cash costs per ounce for gold were $1,093, 22% higher than $895 a year ago. Total cash costs rose due to increased royalty costs and lower production. While Agnico Eagle is taking action to control costs, the inflationary pressure is likely to continue, weighing on its overall financial performance. Maintaining cost discipline to sustain margin expansion will be crucial for the company. AEM forecasts total cash costs per ounce in the range of $1,020 to $1,120 and AISC per ounce between $1,400 and $1,550 for 2026, suggesting a year-over-year increase at the midpoint of the respective ranges. Cash costs are expected to increase in 2026, partly due to higher royalty costs, cost inflation (including higher labor and electricity costs) and lower grades across certain mines. Higher production costs warrant caution, as they will likely weigh on AEM’s profitability. Among AEM’s peers, Barrick Mining Corporation B saw a 4% year-over-year decline in AISC in the first quarter, reaching $1,708 per ounce. It, however, rose 8% sequentially. For 2026, Barrick projects AISC in the range of $1,760-$1,950 per ounce, indicating a significant year-over-year increase at the midpoint compared with $1,637 in 2025. Barrick forecasts cash costs per ounce to be $1,330-$1,470, up from $1,199 in 2025. Kinross Gold Corporation KGC saw higher production costs in the March quarter. KGC’s first-quarter attributable AISC was $1,732 per ounce, marking a 28% increase from the year-ago quarter. Kinross expects AISC to be $1,730 per ounce (+/-5%) in 2026, ...
2004-05 (2nd, 83pts) The Invincibles were slain in Manchester on Sunday 24 October 2004, when Arsenal’s record 49-match unbeaten run ended in a traumatic, wildly controversial defeat at Old Trafford. It took a month for Arsenal to process their grief and rage; by the time they did, José Mourinho’s remorseless Chelsea had zoomed past them. Though Arsenal were still the most watchable team in Englan...
2004-05 (2nd, 83pts) The Invincibles were slain in Manchester on Sunday 24 October 2004, when Arsenal’s record 49-match unbeaten run ended in a traumatic, wildly controversial defeat at Old Trafford. It took a month for Arsenal to process their grief and rage; by the time they did, José Mourinho’s remorseless Chelsea had zoomed past them. Though Arsenal were still the most watchable team in England, something had died in them. 2005-06 (4th, 67pts) An unlikely run to the Champions League final compensated for a tough domestic season. Arsenal were eighth at Christmas, a crushing 20 points behind Chelsea. But they finished strongly and pipped Spurs to a Champions League place on the final day, when Thierry Henry scored a hat-trick against Wigan in the last match at Highbury. View image in fullscreen Thierry Henry scores the final goal at Highbury, from the penalty spot, in May 2006. Photograph: Tom Jenkins/The Guardian 2006-07 (4th, 68pts) The first season at the Emirates Stadium, and Henry’s last at Arsenal, confirmed Arsenal were in transition. They were never really in the title race, though they did the double over the eventual champions, Manchester United. The season was defined by a desperate 11-day period when they went out of all three cup competitions. 2007-08 (3rd, 83pts) A young, strikingly pint-sized team, built around Cesc Fàbregas, Mathieu Flamini and Emmanuel Adebayor, led the Premier League for most of the season only to finish third. Arsenal lost one of their first 30 games, but four successive draws in February and March, the first a harrowing game at Birmingham when Eduardo da Silva suffered an horrific leg-break, ultimately cost them the league. 2008-09 (4th, 72pts) It is hard to make sense of a league season that included four consecutive 0-0 draws, defeat at home to Phil Brown’s Hull and madcap 4-4s against Tottenham and Liverpool. The latter, with Andriy Arshavin scoring all four goals, helped Manchester United retain the title. To prove the club...
Barrick Mining Corporation B and Kinross Gold Corporation KGC are two prominent players in the gold mining space with global operations. While gold prices have fallen sharply from their January 2026 highs, they remain supportive. Against this backdrop, comparing these two major gold producers is particularly relevant for investors seeking exposure to the precious metals sector. Geopolitical tensio...
Barrick Mining Corporation B and Kinross Gold Corporation KGC are two prominent players in the gold mining space with global operations. While gold prices have fallen sharply from their January 2026 highs, they remain supportive. Against this backdrop, comparing these two major gold producers is particularly relevant for investors seeking exposure to the precious metals sector. Geopolitical tensions, a weaker U.S. dollar, tariff threats and concerns over the independence of the Federal Reserve propelled bullion to a record high of nearly $5,600 per ounce in late January. However, gold prices have retreated significantly from that level on mounting inflation worries stemming from a spike in crude oil prices amid lingering tensions in the Middle East and the blockade of the Strait of Hormuz, with the yellow metal currently trading below $4,500 per ounce. Uncertainties linked to the Middle East conflict and inflation woes have also fueled a hawkish shift in interest rate expectations. Notwithstanding the sharp pullback, bullion prices are still up roughly 40% year over year. Let’s dive deep and closely compare the fundamentals of these two Canada-based gold miners to determine which one is a better investment now. The Case for Barrick Barrick is well-positioned to capitalize on advancements across its key growth projects, which are expected to meaningfully boost production. Its major gold and copper initiatives, including Goldrush, the Pueblo Viejo plant expansion and mine life extension, Fourmile and Lumwana Super Pit, are progressing on schedule and within budget, setting the stage for the next wave of profitable output. The Goldrush mine is ramping up to the targeted 400,000 ounces of production per annum by 2028. Bordering Goldrush is the Fourmile project, which is yielding grades double those of Goldrush and is anticipated to become another Tier One mine. Barrick recently announced the advancement of its planned IPO (expected to be completed by the end of 2026) of...
Takeaways from Tuesday's primaries. And, victims of mosque shooting revealed Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories Rep. Thomas Massie of Kentucky yesterday lost the Republican House primary by nearly 10 percentage points. Trump-backed...
Takeaways from Tuesday's primaries. And, victims of mosque shooting revealed Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories Rep. Thomas Massie of Kentucky yesterday lost the Republican House primary by nearly 10 percentage points. Trump-backed challenger Ed Gallrein secured the victory over Massie, who is the latest Republican lawmaker to lose his seat after angering the president. This became the most expensive House primary in history, with $33 million spent on TV ads, much of it directed at Massie, according to NPR's ad-tracking partner AdImpact. Meanwhile, in other states like Georgia, Democrats continued to show strong enthusiasm. Larger voter turnout could be a good sign for the party ahead of the November midterm elections. Here are four takeaways from last night's primaries. toggle caption Brynn Anderson/AP 🎧 Several U.S. House primaries in Alabama won't be counted and will require special elections in a few months due to redistricting, NPR's Stephen Fowler tells Up First. The state is reverting some districts to older lines that are more favorable to Republicans. In many other races across the U.S., the general election was essentially held yesterday because so many were uncontested, Fowler said. and will require special elections in a few months due to redistricting, NPR's Stephen Fowler tells Up First. The state is reverting some districts to older lines that are more favorable to Republicans. In many other races across the U.S., the general election was essentially held yesterday because so many were uncontested, Fowler said. ➡️ Former Atlanta Mayor Keisha Lance Bottoms won the Democratic primary for Georgia governor and will face the Republican runoff winner. In the GOP primary, Lt. Gov. Burt Jones will compete against healthcare executive Rick Jackson next month. Sponsor Message Yesterday, Trump sa...
And in talks with both Trump and Putin, Xi faced leaders mired in costly wars that have dragged on for longer than they anticipated. For Trump, the war in the Middle East has turned into a global crisis that has plunged his approval ratings back home. For Putin, the invasion of Ukraine, now into its fifth year, has isolated Russia and taken a brutal toll even on its own people.
And in talks with both Trump and Putin, Xi faced leaders mired in costly wars that have dragged on for longer than they anticipated. For Trump, the war in the Middle East has turned into a global crisis that has plunged his approval ratings back home. For Putin, the invasion of Ukraine, now into its fifth year, has isolated Russia and taken a brutal toll even on its own people.
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Lumentum Holdings (NASDAQ: LITE ) stock is up over 1000% YoY, and investors have a cruel debate regarding whether the stock has reached its peak potential or not. Well, it’s difficult to understand any stock’s potential if you don’t understand the company behind it. In this article, I’m trying to give you a simplified version of what ex...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Lumentum Holdings (NASDAQ: LITE ) stock is up over 1000% YoY, and investors have a cruel debate regarding whether the stock has reached its peak potential or not. Well, it’s difficult to understand any stock’s potential if you don’t understand the company behind it. In this article, I’m trying to give you a simplified version of what exactly LITE is producing -only the most significant product- and why it is so important for the AI boom. LITE’s Revenue Grew By 90% YoY for Many Reasons… Let me start with a brief overview of what its product is doing. In general, LITE develops lasers and products that generate, modify, and route light in order to transfer data. In the AI environment, this is crucial, as LLM models need to have access to and process massive volumes of data, and the traditional transfer method of copper has physical limitations. Please, for more information read this article , which explains the necessity of photonic or optical products, which, among others, LITE develops. In addition, these products are useful to communications services too. That said, LITE has two segments. Components, which include various optronic products that are sold independently to customers. When those components are assembled properly, LITE then sells full functionality and plug-and-play products, which are called Systems and constitute the second segment. Components is the main segment and accounted for 66% of total revenue in Q3’26, with the remaining 34% coming from Systems. Q3’26 Presentation I will not give a map of what products are included in each segment, as it does not give us any additional information, but it is interesting to understand what products led this segment to grow about 77% YoY. Major and LITE’s flagship products are laser chips, which saw increases in both volume and average selling price (ASP) due to high demand from data center needs. In contrast, System products, even though they grew by...