Piyasa Haberleri

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LandBridge Q2 Earnings Call Highlights

LandBridge NYSE: LB reported record second-quarter revenue of $66.8 million, up 41% from a year earlier and 31% sequentially, as produced-water activity and commercial development across its Delaware Basin acreage increased. The company reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 million to $230 million.

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Kaynak: MarketBeat

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CS Disco Q2 Earnings Call Highlights

CS Disco NYSE: LAW reported second-quarter fiscal 2026 revenue growth of 13% as the legal technology company cited expanding large matters, deeper relationships with major customers and increased use of its artificial intelligence products.

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Kaynak: MarketBeat

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Kingsway Financial Services Q2 Earnings Call Highlights

Kingsway Financial Services NYSE: KWY, now operating as Kingsway Corporation, reported second-quarter results that management described as its strongest operating performance since Chief Executive Officer JT Fitzgerald took the role. Consolidated revenue rose 27.6% year over year to $39.4 million, while the company recorded net income of $200,000, compared with a $3.2 million net loss in the prior-year quarter.

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Klaviyo Q2 Earnings Call Highlights

Klaviyo NYSE: KVYO reported second-quarter revenue of $370.6 million, up 26% from a year earlier, as the customer relationship management software provider cited growth in enterprise sales, international markets, text messaging and multi-product adoption.

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Yamaha Corporation (YAMCY) Q1 2027 Earnings Call Prepared Remarks Transcript

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Kaynak: Seeking Alpha

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Varon Corp CEO discusses Canadian market opportunity – ICYMI

Varon Corp (OTCID:OZSC) earlier this week announced an exclusive agreement to distribute the Ballislife Hydro sports drink in Canada, marking what management described as the first step in a broader international expansion strategy. Speaking with Proactive, CEO Ben Schubert said the five-year agreement, valued at approximately US$12-13 million over its term, allows the company to sharpen its focus on the distribution and sales of Hydro as it progresses its corporate plans.

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Kaynak: Proactive Investors

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Nebius Stock Plunged 31% Last Month. Is It Time to Buy?

Even after the July swoon, Nebius stock is still higher by 125% this year. A capital raise reminds investors its about more than just revenue growth.

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Kaynak: The Motley Fool

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Nvidia: Not A House Of Cards, But Lots Of Duct Tape In Sight

Nvidia Corp remains a Strong Sell due to mounting structural and financial risks, despite significant share price appreciation. Escalating inventory and prepaid expenses, coupled with customer concentration, signal growing exposure if major clients shift CapEx elsewhere. Circular financing and rising non-marketable securities (17% of assets) introduce balance sheet vulnerabilities and risk to future cash flows.

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Applied Digital Has $36 Billion Contracted. Is the Stock Mispriced?

Applied Digital (APLD +1.25%) has secured billions in contracted AI infrastructure revenue and controls a multi-gigawatt power pipeline. As its data centers come online, the company could enter a dramatic new growth phase, but its financing needs and demanding construction schedule create a critical test for investors.

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Kaynak: The Motley Fool

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Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock

Alphabet started recording TPU sales in the second quarter. This business may eventually contribute to top-line growth.

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Public Storage: Preferred Shares Poised To Benefit From Lower Interest Rates

Public Storage demonstrates robust FFO and FAD, ensuring strong coverage of both common and preferred dividends. PSA's recent acquisition of National Storage is expected to be FFO-accretive, supporting ongoing dividend coverage and growth. I favor PSA's Series N preferred stock, offering a 6.45% yield and significant upside potential if interest rates decline.

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Kaynak: Seeking Alpha

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Doximity: I Called The Pop Over A Month Ago, But Now Is The Time To Wait (Rating Downgrade)

Doximity delivered strong fiscal Q1 2027 results, validating my prior bullish stance on valuation and AI-driven growth. The stock surged over 30% intraday, reflecting the market's recognition of DOCS's evolving business model and earnings strength. DOCS is transforming physician searches into a new commercial marketplace, leveraging AI Search to monetize real-time physician intent.

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Kaynak: Seeking Alpha

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