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INVESTOR NEWS no. 23 - 8 August 2025 DFDS expects to publish the Q2 2025 report on 20 August 2025 at around 07:30 CET. Torben Carlsen, CEO, and Karen Boesen, CFO, will present the report on a live conference call. The presentation will be followed by a Q&A session. Investors, analysts and other interested parties are invited to take part. Conference call Date: 20 August 2025 Time: 10:00 CET Registration: Register ahead of the call via this link. Access code is mailed after registration. Live-streaming of ...

It could be a great opportunity to add small-cap exposure to your portfolio.There are some good reasons all stock investors should have small-cap exposure in their portfolios. For example, small caps inherently have more growth potential than their large-cap counterparts -- after all, most of the stocks currently in the large cap S&P 500 index started out as small caps.In addition, small-cap stocks are likely to disproportionately benefit from falling interest rates, which is widely expected to happen over ...

Core Viewpoint - Kuke Music Holding Limited has advised that a previous news release regarding its partnership with Naxos and the launch of the "Music LEGO Engine" should be disregarded [1] Company Summary - Kuke Music Holding Limited is involved in a partnership with Naxos, a global classical music entity, aimed at reshaping the future of classical music through innovative technologies such as AI, blockchain, and RWA [1]

Digital ad sales and subscriptions rose notably in the media company's latest reported quarter."The Gray Lady" of the media was anything but boring as a stock this week. The New York Times Company (NYT -6.21%), anchored by the iconic daily newspaper, generated its own bullish headlines from its latest quarterly earnings report. A clutch of analyst price target raises also benefited the stock.As of early Friday morning, according to data compiled by S&P Global Market Intelligence, NYT shares were up more tha ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

CoreWeave - CoreWeave has established itself as a leading provider of generative AI infrastructure, operating a GPU-centric cloud designed for scaling GenAI workloads [2][3] - The company went public in March, raising $1.5 billion in the largest U.S. tech IPO since 2021, with shares initially priced at $40 and peaking at $187 in June [3][4] - In Q1, CoreWeave reported $982 million in revenue, a 420% increase year-over-year, and signed an $11.9 billion deal with OpenAI [4] - Guidance for Q2 revenue was raised to $1.06-1.10 billion, with a full-year 2025 revenue forecast of $4.9-5.1 billion [5] IREN Limited - IREN Limited, formerly Iris Energy, focuses on combining power-intensive computing with renewable energy, operating data centers optimized for AI workloads [8][10] - The company’s infrastructure is built on NVIDIA's reference architecture, offering 3.2TB/s InfiniBand connectivity, which is attractive for enterprises needing low-latency GPU compute [9] - IREN's shares have increased by 67% in 2025, reflecting the market's growing appreciation for green energy and reliable infrastructure in AI [11] Nebius Group - Nebius Group is a Netherlands-based technology company providing full-stack infrastructure for the global AI industry, operating AI-focused data centers and GPU clusters [13][14] - The company leverages NVIDIA GPUs and custom software to offer an AI-native cloud platform optimized for large-scale AI training and inference [14] - Nebius has raised fresh funding and is expanding its operations in North America and Europe, with its stock up nearly 100% year-to-date and a consensus Buy rating from analysts [15] Industry Overview - The emergence of companies like CoreWeave, IREN, and Nebius highlights the critical role of infrastructure in the AI revolution, as they provide the necessary compute power and data management [16] - These companies are positioned to benefit from the increasing demand for scalable, efficient, and secure AI infrastructure, making them potential investment opportunities [17]

Is Duolingo's premium push annoying or brilliant, and how might this strategy shape the company's future?Language-learning specialist Duolingo (DUOL 13.81%) loves its premium subscription plans. The premium-plan appreciation is honestly getting a bit too intense for some Duolingo users.Is the company pushing its subscription plans too hard in 2025?What's going on?Duolingo is always tinkering with its user interface. Co-founder and CEO Luis von Ahn wants to build an effective learning platform that works for ...

The company continues to grow revenue at double-digit rates.Edge computing specialist Fastly (FSLY 14.42%) was hardly in the margins for many investors over the past few days.Thanks largely to a beat-and-raise second quarter that generated an analyst recommendation upgrade, plus a C-suite transition that appeared smooth, the company's stock moved well higher across that stretch. According to data compiled by S&P Global Market Intelligence, Fastly's share price had increased by more than 17% week to date as ...

The telecom sector recorded a robust performance over the past year, highlighted by more than 40% gains of the S&P Telecom Select Industry Index, which outperformed the broader S&P 500 (up 22%).The sector’s outlook remains positive, driven by optimistic AI forecasts. Hopes of interest rate cuts, thanks to President Trump's push for lower rates, also create an upbeat outlook for the sector. Both AT&T and Verizon Communications Inc. reported relatively healthy second-quarter 2025 results.Below, we highlight t ...