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المصدر: Seeking Alpha وكالة أنباء
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Broadcom: Big, Bad News When Compute Leaders Need Optical Advantage (Upgrade)

Broadcom: Big, Bad News When Compute Leaders Need Optical Advantage (Upgrade)

Broadcom Inc. is upgraded to Buy, driven by its AI compute leadership and robust supply-chain positioning via the OpenAI Jalapeño processor and $200B Samsung HBM/foundry lock-in. AVGO's transition to an infrastructure-as-a-service revenue model, underpinned by multi-generational tech roadmaps, supports long-term premium valuations and a potential $4.3T market cap by FY2030. Key risks include potential U.S. bans on Chinese optical transceivers, which could disrupt the silicon photonics supply chain and pressure margins and deployment timelines.

الرموز ذات الصلة 1
AVGOP AVGOP
المصدر: Seeking Alpha
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0 0 0
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المصدر: Business Wire وكالة أنباء
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Celestica Announces $3 Billion Equity Offering to Accelerate Growth Across Global AI Infrastructure

Celestica Announces $3 Billion Equity Offering to Accelerate Growth Across Global AI Infrastructure

TORONTO--(BUSINESS WIRE)--Celestica Inc. (NYSE: CLS) (TSX: CLS) (“Celestica” or the “Company”), a global leader in data center infrastructure and advanced technology solutions, today announced an equity offering totaling $3 billion, in order to fund investments in its business to support unprecedented multi-year demand from its customer base. Proposed Offering Celestica today announced a $3 billion treasury offering of common shares. The Company intends to grant the underwriters a 30-day option.

الرموز ذات الصلة 1
CLS CLS
المصدر: Business Wire
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0 0 0
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المصدر: Business Wire وكالة أنباء
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Darling Ingredients' Board of Directors Authorizes $1 Billion Share Repurchase Program

Darling Ingredients' Board of Directors Authorizes $1 Billion Share Repurchase Program

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced that the Board of Directors has refreshed and increased its share repurchase program to $1 billion. “As our balance sheet continues to strengthen and cash generation accelerates, we have the flexibility to invest in our business, pursue attractive organic growth opportunities and return capital to our shareholders,” said Randall C. Stuewe, Chairman and Chief Executive Officer. “This share repurchase program ref.

الرموز ذات الصلة 1
DAR DAR
المصدر: Business Wire
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0 0 0
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المصدر: GlobeNewsWire وكالة أنباء
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Ring Energy Releases Second Quarter 2026 Results, Advances Development Program and Provides Initial 2027 Outlook

Ring Energy Releases Second Quarter 2026 Results, Advances Development Program and Provides Initial 2027 Outlook

Strengthened Balance Sheet, Operational Progress and Encouraging Well Results Support Ring's Transition to Its Next Phase of Value Creation Strengthened Balance Sheet, Operational Progress and Encouraging Well Results Support Ring's Transition to Its Next Phase of Value Creation

الرموز ذات الصلة 1
REI REI
المصدر: GlobeNewsWire
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0 0 0
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المصدر: GlobeNewsWire وكالة أنباء
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W&T Offshore Announces Second Quarter 2026 Results and Declares Dividend for Third Quarter of 2026

W&T Offshore Announces Second Quarter 2026 Results and Declares Dividend for Third Quarter of 2026

HOUSTON, Aug. 05, 2026 (GLOBE NEWSWIRE) -- W&T Offshore, Inc. (NYSE: WTI) (“W&T,” the “Company,” “we” or “us”) today reported operational and financial results for the second quarter of 2026 and declared a third quarter 2026 dividend of $0.01 per share.

الرموز ذات الصلة 1
WTI iPath Pure Beta Crude Oil ETN
المصدر: GlobeNewsWire
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Official Partner ITBFX Start Trading
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المصدر: Forbes وكالة أنباء
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How Bi-Modality Is Percolating Up Into Macro Markets

How Bi-Modality Is Percolating Up Into Macro Markets

Last month in this forum I alluded to “canaries” in the coalmine (see here) , referring to the high implied volatility on options of stocks like Micron (MU) and SpaceX (SPCX). One working hypothesis was that assisted by leverage (both direct and via ETFs that provide this leverage) the market is currently amplifying “bi-modality”, which basically means a schizophrenic pricing of return outcomes that differ significantly from each other- akin to the outcomes of a coin flip.

الرموز ذات الصلة 1
AAPL Apple Inc.
المصدر: Forbes
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المصدر: 24/7 Wall Street وكالة أنباء
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How ProShares Ultra QQQ Quietly Built $14.46 Billion in Assets Despite Warnings That Leveraged ETFs Destroy Long-Term Wealth

How ProShares Ultra QQQ Quietly Built $14.46 Billion in Assets Despite Warnings That Leveraged ETFs Destroy Long-Term Wealth

Ten years ago, a $10,000 stake in the ProShares Ultra QQQ (NYSEARCA:QLD) would be worth roughly six figures today.

الرموز ذات الصلة 1
QQQ QQQ
المصدر: 24/7 Wall Street
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المصدر: Newsfile Corp وكالة أنباء
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Pacific Booker Minerals Inc. Announces Final TSX Venture Approval and Receipt of Funds on Non-Brokered Private Placement

Pacific Booker Minerals Inc. Announces Final TSX Venture Approval and Receipt of Funds on Non-Brokered Private Placement

Vancouver, British Columbia--(Newsfile Corp. - August 5, 2026) - Pacific Booker Minerals Inc. (TSXV: BKM) (OTC Pink: PBMLF) ("Pacific Booker" or the "Company") is pleased to announce that it has received final approval from the TSX Venture Exchange and all proceeds in connection with the Company's previously announced non-brokered private placement, details of which were disclosed in the Company's news release dated July 16, 2026. If you would like to be added to or removed from the email newsgroup, please send your request by email to info@pacificbooker.com.

الرموز ذات الصلة 1
MTX MTX
المصدر: Newsfile Corp
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المصدر: PRNewsWire وكالة أنباء
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Encompass Health reports results for second quarter 2026

Encompass Health reports results for second quarter 2026

Increases full-year guidance Announces increase in common stock repurchase authorization BIRMINGHAM, Ala., Aug. 5, 2026 /PRNewswire/ -- Encompass Health Corporation (NYSE: EHC), the largest owner and operator of inpatient rehabilitation hospitals in the United States, today reported its results of operations for the second quarter ended June 30, 2026.

الرموز ذات الصلة 1
EHC EHC
المصدر: PRNewsWire
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0 0 0
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المصدر: Accesswire وكالة أنباء
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PLDT Home Selects Amdocs to Modernize Core Business Platform, Advancing Cloud-Ready Transformation

PLDT Home Selects Amdocs to Modernize Core Business Platform, Advancing Cloud-Ready Transformation

Upgrade will boost business agility, streamline customer operations and establish a scalable foundation for future digital innovation JERSEY CITY, NJ / ACCESS Newswire / August 5, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that PLDT Home, the wireline and broadband division of PLDT Inc., a leading telecommunications and digital service provider in the Philippines, has selected Amdocs to modernize the core platform supporting its critical business operations. As part of the agreement, Amdocs will modernize PLDT Home's existing technology stack with cloud-ready architecture designed to strengthen resilience, scalability, security and operational performance while protecting existing technology investments.

الرموز ذات الصلة 1
PHI PHI
المصدر: Accesswire
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0 0 0
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المصدر: GlobeNewsWire وكالة أنباء
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NLI HOLDINGS ANNOUNCES QUARTERLY DIVIDEND FOR THE THIRD QUARTER OF 2026 AT $.10 PER SHARE

NLI HOLDINGS ANNOUNCES QUARTERLY DIVIDEND FOR THE THIRD QUARTER OF 2026 AT $.10 PER SHARE

Dallas, Texas, Aug. 05, 2026 (GLOBE NEWSWIRE) -- NLI Holdings, Inc. (NYSE: NL) today announced that its board of directors has declared a quarterly dividend of ten cents ($0.10) per share on its common stock, payable on September 22, 2026 to stockholders of record at the close of business on September 3, 2026.

الرموز ذات الصلة 1
NL NL
المصدر: GlobeNewsWire
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Official Partner ITBFX Start Trading
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المصدر: Kitco وكالة أنباء
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Gold's rally has further to run as debt, de-dollarization fuel secular bull market: Gabelli's Mancini

Gold's rally has further to run as debt, de-dollarization fuel secular bull market: Gabelli's Mancini

Gold is attracting renewed investor interest as prices climbed above $4,250 an ounce on Wednesday, marking a seven-week high. While the precious metal still faces short-term headwinds from monetary policy uncertainty, one fund manager argues that the powerful forces underpinning gold's secular bull market remain firmly in place.

الرموز ذات الصلة 1
AAAU AAAU
المصدر: Kitco
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0 0 0
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