Key Takeaways Visa's cross-border volumes rose 12% YoY in Q3 FY25, boosting international transaction revenues by 14%.New integrations with Geoswift and Qatar Islamic Bank expand Visa Direct and B2B Connect reach.Visa's platforms offer real-time payments, FX services and enhanced cybersecurity for global transactions.Visa Inc.’s (V) cross-border platforms are specialized solutions designed to facilitate fast, secure and efficient movement of money across international borders. At the center of this is Visa ...

Key Takeaways Dell's commercial PC revenues rose 9% YoY, driven by strong demand across regions.Apple's Mac shipments jumped 21.4% YoY, lifting its global market share to 9.1%.Dell stock is up 11% YTD, outperforming Apples 10.1% decline, with cheaper valuation metrics.Dell Technologies (DELL) and Apple (AAPL) are leading personal computer (PC) makers in a market that is now expected to see year-over-year shipment growth of 4.1% in 2025, per IDC.  Global PC shipment volume is expected to hit 274 million in 2 ...

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025.Intel shares rose about 6% on Friday after Bloomberg reported that the Trump administration is poised to announce that the U.S. government will take an equity stake in the struggling chipmaker.Following the report, President Donald Trump said the government should get about 10% of the company, which has a market cap of just over $100 billion.  "They've agreed to ...

Key Takeaways APLD is betting big on Polaris Forge 2 to power its next growth phase amid rising AI demand.The new site follows Polaris Forge 1, which secured $11B in long-term revenues from CoreWeave.APLD's Polaris Forge 2 aims to reach full capacity by early 2027 with phased operations starting in 2026.Applied Digital’s (APLD) hyperscale hosting business remains its core growth driver, supported by rising AI infrastructure demand and expanding commitments from leading hyperscalers. Building on this momentu ...

Key Takeaways Strategy holds 628,791 bitcoins and expects $20B gains if bitcoin hits $150,000 by year-end.IREN hit 50 EH/s hashrate, generating $830M annualized profit, with July hardware profit up 28.7%.IREN expands AI Cloud with Horizon 1, boosting GPU fleet to 4.3k for next-gen computing workloads.Strategy (MSTR) and IREN Limited (IREN) are two well-known bitcoin-focused stocks. While Strategy is the world’s largest bitcoin treasury company, holding 628,791 bitcoins as of July 29, 2025, IREN Limited offe ...

For a sector known to just sit and collect rent, triple net REITs sure have a lot going on right now. Three factors have changed, making the sector particularly opportunistic. This article will discuss these fundamental factors and then detail 3 triple net REITs we find to be particularly well positioned for double digit returns. 3 Factors Reviving Triple Net Sector Cap rates have risen considerably Escalators are back Valuation is cheaper Higher cap rates When interest rates went down to 0 following COVI ...

In Brief Apple is falling behind in the race to transform Siri into an AI assistant that’s as powerful as its competitors. As consumers grow more impatient, Apple is considering using another company’s tech instead of developing its own.Apple is now exploring a partnership with with Google, its most direct competitor in the smartphone business, according to Bloomberg editor and Apple insider Mark Gurman. The company previously approached OpenAI and Anthropic for similar discussions about using their techno ...

Core Insights - MongoDB (MDB) is expected to report second-quarter fiscal 2026 results on August 26, with projected revenues between $548 million and $553 million, reflecting approximately 22% year-over-year growth at the midpoint [1] - The company anticipates non-GAAP earnings per share in the range of 62 to 66 cents, with the consensus estimate remaining steady at 64 cents, indicating an 8.57% decline year-over-year [2] Group 1: Revenue and Earnings Expectations - The Zacks Consensus Estimate for MongoDB's revenue is currently pegged at $551.05 million, indicating a growth of 15.26% from the year-ago quarter [1] - MongoDB's earnings have beaten the Zacks Consensus Estimate in each of the last four quarters, delivering an average surprise of 66.95% [2] Group 2: Business Performance and Trends - MongoDB entered the second quarter of fiscal 2026 with strong momentum, following a first quarter that delivered 26% Atlas revenue growth and the highest net customer additions in six years [3] - The company is expected to benefit from continued platform adoption across enterprises and startups, with a focus on larger enterprises supporting deal sizes and sales efficiency [3] Group 3: Product Initiatives - MongoDB introduced new Voyage AI embedding models and launched the Model Context Protocol Server in public preview, enhancing integrations with tools like GitHub Copilot and Anthropic Claude [4] - These initiatives are expected to strengthen MongoDB's positioning in AI-driven applications, although they may have limited near-term financial impact on second-quarter performance [4] Group 4: Challenges and Headwinds - Non-Atlas revenue categories are expected to show modest year-over-year declines, reflecting weaker momentum outside Atlas [5] - Consumption trends exhibited volatility, with softness at the start of the quarter, and broader macroeconomic uncertainty may have negatively impacted customer spending patterns [5]

Core Insights - The J.M. Smucker Company is expected to experience a decline in both revenue and earnings for the first quarter of fiscal 2026, with revenue estimated at $2.12 billion, reflecting a 0.2% decrease from the previous year [1] - The earnings consensus has increased by 4.3% over the past 30 days to $1.94 per share, indicating a 20.5% drop compared to the same quarter last year [2] Group 1: Factors Impacting Performance - The company's first-quarter results are anticipated to be negatively affected by a challenging consumer environment characterized by inflation and reduced discretionary spending, which are altering purchasing behaviors [3] - Categories such as sweet baked goods are facing slower recovery than expected, leading to anticipated softness in the sweet baked snacks segment due to category and channel challenges [4] - Concerns arise from potential increases in selling, distribution, and administrative (SD&A) costs, which may indicate higher marketing investments that could pose margin risks despite being essential for brand engagement [5] Group 2: Strategic Initiatives - Despite the challenges, the resilience of certain categories and effective execution of growth strategies are expected to provide some support to the company's performance in the upcoming quarter [6] - The company's strategic priorities include focusing on volume and net sales growth, operational excellence, and resource allocation to capitalize on the fastest growth opportunities [6] Group 3: Earnings Predictions - The current model suggests a likelihood of an earnings beat for The J.M. Smucker Company, supported by a positive Earnings ESP of +1.77% and a Zacks Rank of 3 [7]

Core Insights - Reddit's extensive archive of authentic conversations is a key driver for its monetization strategy, particularly through data licensing, which saw a 24% year-over-year increase in other revenues to $34.8 million in Q2 2025 [1][8] - The global AI datasets and licensing market is projected to grow from $381.8 million in 2024 to $1.59 billion by 2030, with a CAGR of 26.8%, positioning Reddit's user-generated content as a valuable resource for AI developers [2] - Engagement features like Reddit Answers and machine translation have expanded user participation, contributing to a 21% year-over-year growth in Daily Active Uniques (DAUq) to 110.4 million and a 22% increase in Weekly Active Uniques (WAUq) to 416.4 million [3][8] Data Licensing Strategy - Reddit's licensing strategy is anchored in its growing base of authentic conversations, creating a self-reinforcing model where increased engagement enhances the dataset's utility for AI training, leading to further revenue opportunities [4] - Despite facing competition from larger tech platforms like Meta Platforms and Alphabet, Reddit's unique archive of community-driven conversations offers a specialized dataset that is difficult to replicate [5][6] Financial Performance - Reddit's stock has increased by 33.8% year-to-date, outperforming the broader Zacks Computer & Technology sector and the Internet Software industry, which rose by 10.8% and 17.6%, respectively [6] - The Zacks Consensus Estimate for Q3 2025 earnings is projected at 49 cents per share, a significant increase from 16 cents per share in the same quarter last year [13]