Latticework’s weekly briefing covers NVIDIA’s AI demand, Deckers’ de-rating, Shurgard’s asset discount, Flitto’s translation-data backlog and Applied’s Japanese PC retail valuation.

Qualcomm's Amazon coherent-lite DSP work may carry lower margins as Apple’s C2 modem cuts Qualcomm’s iPhone share; Credo’s 30-meter uLED claim is disputed.

Adobe’s RPO and ARR growth continue to decelerate, while Oracle’s AI cloud capex economics face a supply-normalization test.

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture, spanning an incumbent leader, a speculative challenger and a post-bankruptcy supplier.

Pool Corporation trades at a claimed 33.8% discount to fair value, supported by a 64% recurring-revenue base, buybacks and a rising dividend.

Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading at a 13% trailing free-cash-flow yield.

Signet, Medipal and First REIT headline 27 situations spanning buybacks, activism, M&A and liquidation catalysts.

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better recommendations and repeat purchases.

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and actuarial assumptions support dividends and buybacks.

Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's high.

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a commercial-borrower charge-off raise concerns.

Enbridge’s 5.1x leverage and $6.45 billion of 2027 maturities raise refinancing pressure as Venezuelan exports and new Canadian pipelines threaten Mainline, which supplies over 30% of EBITDA.

PBF Energy benefits from elevated crack spreads as refinery capacity cuts and oil prices support margins, with 67.5% of spread increases flowing to EPS and $8.5 billion in projected multiyear earnings.

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment operations.

GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control complicate valuation.

GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects for drugmakers, restaurants and food producers.

Zoetis faces U.S. companion-animal competition and softer demand, pressuring key franchises despite strong cash flow and a nearly 50% share-price decline.

Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with profitability dependent on launch conversion, reimbursement and expense control.

Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting fertility-benefits growth into 2027.

Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage outlook.

Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and operating profit fell 11%.

QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of technology, scale and integration.

Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from data centers.

A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m southeast.

Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz annual silver mine.

DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached 3.1x.

Franklin BSP Realty Trust, a commercial mortgage REIT, is presented as a long at $8.20 per share and a $757 million market capitalization.

Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by contracts with Meta and AWS.