Steve Eisman argues the AI boom hinges on Anthropic and OpenAI’s importance to hyperscalers, while weighing software, CoreWeave and Cisco earnings, and Bitcoin’s declining edge.
Portfolio July 2026 lists Toyokumo, Evolution, Centrotec, Leatt, BioRem, Secunet Security Networks, Shelly Group, Enogia, Lindbergh, ErreDue and Circle Group.
July 2026 portfolio update lists position sizes, earnings on EVO, BRM.V and ALENO.PA, and recent news on LEAT, CIRC.MI, SLYG and 4058.
Shelly Group confirmed preliminary discussions with Schneider Electric over a potential tender offer for its shares.
Shelly Group exercised its option to buy the remaining 24% of Slovenian IoT subsidiary Shelly Tech for €0.9 million.
I just published my Earnings Update about the Q2 2026 results of Evolution $EVO $EVVTY https://t.co/O2CGJCWGJK
Evolution agreed a £4.75 million UK Gambling Commission settlement after its games were available through two operators on six websites, ending a licence review begun in December 2024.
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Options strategies will manage portfolio risk after Meta, Alphabet and Amazon calls drove gains, while Lululemon LEAPs produced an 80% loss.
Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…
Copart faces a near-term lift from pricier AV repairs and total losses, but shrinking accident volumes could eventually force its…
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…
Entravision’s ATS revenue rose 230% to $182.8 million in Q2, but shares fell from above $14 to about $8 after management forecast…
UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
Figma raised its 2026 revenue growth guide to 39%, but a roughly 1% sequential 3Q outlook and unchanged $125-135 million operating-income…
Alphabet's Google Cloud swung from a $3.1 billion operating loss in 2021 to $13.9 billion profit in 2025 as Search revenue grew 13.2%.
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