Marchex (NasdaqGS:MCHX) Q4 2025 Earnings call March 25, 2026 05:00 PM ET Company ParticipantsBrian Nagle - CFOFrancis Feeney - COORoss Collar - Founder and CIORussell Horowitz - Chairman of the BoardTroy Hartless - PresidentConference Call ParticipantsVijay Devarakonda - Research AnalystOperatorGood afternoon. Thank you for attending today's Q4 and full year 2025 Marchex Earnings Conference Call. My name is Tamia, and I will be your moderator for today's call. All lines will be muted during the presentation ...

I do want to get your thoughts on just the steep selloff we have continued to see here in tech. >> Yeah, look, it's a white knuckle moment. I mean, you know, if you look what this is a riskoff trade, but but in our view, look, in decades of covering tech, I mean, you we're going to go through geopolitical macro issues, but our view is is that if you look at the base case here, it's something where we talk about a matter of weeks rather than a matter of months, the tech trade continues to be well intact.And ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: OpenAI is on track to raise $120 billion in a funding round backed by a broad mix of investors, CFO Sarah Friar said Tuesday in a CNBC interview. The effort has expanded to include investors such as T. Rowe Price, D.E. Shaw Ventures, TPG, and Abu Dhabi’s MGX, Friar told CNBC’s Jim Cramer, who called it “the most successful fundraising round in history.” The c ...

Sarah, we got to get right to it. You have uh just completed what I regard as the most successful fundraising round in history. Give us please a quick update of how it came together and some new investors that nobody knows about this very evening.>> Yeah, absolutely. So, Jim, yeah, a historic round. Um we're going to raise actually north of $120 billion as we announced a few weeks back Strategics, Nvidia, Soft Bank, and of course, Amazon.But now we're coming with our financial investors. And what I'm really ...

We want to welcome in our next guest that's Kevin Man, president and chief investment officer of Hineian and Walsh Asset Management for a look across the current landscape of investing, the latest headlines. Um, so we're watching a move higher in oil prices again today after a sharp pullback yesterday. The pullback yesterday was off of the deescalation comments that came from President Trump on True Social.There's some push back on that from Iran saying the negotiations hadn't happened. We still ultimately ...

The connectivity layer is becoming one of the most critical bottlenecks amid the AI revolution, and I underestimated this structural factor when I initiated Credo ( CRDO ) coverage with a bearish opinion . InComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in m ...

分组1 - The cybersecurity sector is experiencing selling pressure due to concerns about AI disruption and market negativity related to the war in Iran, creating potential long-term investment opportunities [2] - The Data Driven Investor focuses on uncovering alpha in the AI revolution while managing downside risk in a volatile tech landscape, offering various investment strategies including Options Ideas and tactical ETF strategies [2] 分组2 - The Long Term Growth Portfolio of The Data Driven Investor has increased nearly 194% since 2018, attributed to a disciplined strategy and risk-aware execution [1] - The company emphasizes a transparent approach to investment, highlighted by a significant past performance with NVDA, which saw a return of almost 1300% since 2020 [1]

CoreWeave - CoreWeave, originally known as Atlantic Crypto, transitioned from a crypto mining company to AI data centers after the 2018 crypto market crash, which proved to be a pivotal move for the company [1] - Annual revenues for CoreWeave are projected to increase significantly from $15 million in 2022 to $5 billion by 2025, highlighting the success of its pivot to AI [1] NVIDIA - NVIDIA was primarily recognized for its gaming and general-purpose computing chips in the early 2000s, but by 2006, it identified the potential of its chips for training complex AI models, fully embracing the AI revolution by 2010 [2] GameStop - GameStop experienced a dramatic short squeeze in 2020, which allowed the company to raise substantial cash, resulting in a current cash position of approximately $9 billion [6][8] - The company has shifted from being a heavily shorted retailer to a cash-rich entity, with management leveraging stock price spikes to accumulate cash [7][8] - GameStop's CEO has indicated plans for diversification and a significant acquisition to expand into higher-growth areas beyond its traditional retail business [9] - Investor Michael Burry has resumed buying GameStop shares, citing cost-cutting measures and a favorable valuation as reasons for potential future gains [10][13] - With a short interest of 16% and 65 million shares held short, GameStop may be positioned for another short squeeze [14]

Bezeq Group Business Strategy March 2026 1 Disclaimer This presentation was prepared by Bezeq - The Israel Telecommunication Corp., Ltd ("Bezeq") in relation to its strategy as published today by Bezeq ("strategy" and "presentation," respectively). The information contained in the presentation is not exhaustive and does not include all information about Bezeq and its activities or the risk factors involved in its activities, nor does it replace information contained in the periodic or immediate reports publ ...

I mean, I go straight. It goes back to the anthropic worries that crushed software this year. You know, in terms of cyber security software that these alum is going to replace the software away or I'd say to something that's also been a huge overhang in names like Microsoft, but we continue to view it.It's a good trade. And I think last week's anthropic event earlier in the week will be the start of a bottoming event. I think we've already seen it in software, and I think it's a fictional tale of a fairy ta ...