Core Insights - Recurve Capital reported a strong performance in Q2 2025, achieving a gross return of +31%, significantly outperforming the S&P 500 (+10.6%) and Nasdaq (+17.8%) [1] - Year-to-date, the fund has returned +14.8% gross and +12% net [1] Company Analysis: Cogent Communications Holdings, Inc. (NASDAQ:CCOI) - Cogent Communications provides high-speed Internet access, private network, and data center colocation services [2] - The stock experienced a one-month return of +10.17% but has lost 46.54% of its value over the past 52 weeks, closing at $40.39 on October 2, 2025, with a market capitalization of $1.986 billion [2] - Cogent was identified as the largest detractor from Recurve Capital's performance year-to-date, despite expectations for future positive contributions [3] Hedge Fund Interest - Cogent Communications was held by 30 hedge fund portfolios at the end of Q2 2025, unchanged from the previous quarter [4] - While acknowledging Cogent's potential, the company believes that certain AI stocks present greater upside potential and lower downside risk [4]

Reliance has begun informal talks with banks about the potential listing of its Jio unit, a deal that could eclipse the record for India’s biggest-ever IPO https://t.co/pLS6byf7vi ...

Group 1 - Charter Communications, Inc. (NASDAQ:CHTR) is considered one of the most oversold large-cap stocks in 2025, with a Sell rating maintained by Barclays and a price target set at $275.00 [1] - In fiscal Q2 results reported on July 25, Charter Communications experienced a decrease of 117,000 total Internet customers, while total mobile lines increased by 500,000 [2] - As of June 30, Charter Communications serves 29.9 million Internet customers, 10.9 million mobile lines, and 31.2 million customer relationships, excluding mobile-only relationships [2][3] Group 2 - Charter Communications provides a range of broadband communications services, including Spectrum TV, Spectrum Internet, and Spectrum Voice, as well as data networking and business-to-business Internet access [3] - The company also offers video and music entertainment services, business telephone, and wireless backhaul [3]

Telecel, Ghana’s second-largest telecommunications company, is looking to solidify its position by taking on customers from a distressed state-run competitor https://t.co/biYw4SO4od ...

Aviat Networks Inc. (NASDAQ:AVNW) is one of the most undervalued technology stocks to buy according to analysts. On September 29, Aviat Networks announced a partnership with Intracom Telecom, which is a global technology systems and solutions provider, to deliver Fixed Wireless Access/FWA technology. The collaboration will focus on FWA technology that uses the high-capacity 28 and 39 GHz millimeter wave (mmWave) bands, conforming to FCC requirements for 5G use. Aviat will initially target select North Ame ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Nvidia Chief Executive Jensen Huang, left, and Fujitsu Chief Executive Takahito Tokita shake hands during an announcement in Tokyo Friday, Oct. 3, 2025. Credit: Kyodo News via AP U.S. technology company Nvidia and Fujitsu, a Japanese telecommunications and computer maker, agreed Friday to work together on artificial intelligence ...

Core Concept - The article emphasizes the importance of diversification in investment portfolios to manage risk while aiming for solid long-term returns [1] Group 1: Sector Diversification - Investors should ensure their portfolios are diversified across various sectors rather than concentrating on a single industry, such as banking [2][3] - Suggested sectors for diversification include real estate investment trusts (REITs), technology, discretionary retail, telecommunications, and healthcare [4][5] - Adding recession-resilient sectors like education and healthcare can help hedge against economic downturns [6] Group 2: Geographic Diversification - Geographic diversification is crucial, focusing on the regions where a company's revenue is generated rather than just where it is listed [7][8] - Investing in companies with global operations, such as Kimberly-Clark, can reduce reliance on any single market [9] Group 3: Benefits of Diversification - A diversified portfolio protects against losses from individual companies, as demonstrated by a hypothetical portfolio with 30 positions [10] - Long-term investment strategies can lead to significant growth, outweighing losses from underperforming stocks [11] - Position sizing is important, allowing investors to allocate more capital to lower-risk stocks while capturing upside potential in emerging industries [12][13] Group 4: Risks of Over-Diversification - "Diworsification" occurs when investments are made in areas outside a company's core competence, potentially harming overall business performance [14][15] - Over-diversification can lead to mediocre returns, as managing a portfolio with over 100 stocks becomes impractical [17][18] Group 5: Smart Diversification Strategies - Effective diversification involves a balanced mix of stocks across different industries and regular portfolio reviews to assess company performance [19]

Group 1: Nokia and Telin Partnership - Telin has chosen Nokia solutions to enhance data center connectivity in Singapore, a key hub for data center expansion in the Asia-Pacific region [1][2] - Nokia is providing advanced optical technology and platforms to support low-latency services and scalability for evolving customer needs [2][8] Group 2: Market Growth and Trends - The Singapore data center market is projected to grow from $366.2 million in 2025 to $848.62 million by 2025, with a compound annual growth rate (CAGR) of 15.04% [3] - The global data center market is expected to experience an 11.2% CAGR from 2025 to 2030, indicating a strong growth trend that Nokia can capitalize on [3] Group 3: Nokia's Strategic Position - Nokia is experiencing positive momentum in software and enterprise sectors, which is beneficial for its licensing business [4] - The company is the only global supplier offering O-RAN with commercial 5G Cloud-RAN networks, positioning it favorably in the market [4] - Nokia's expansion into the data center market through its IP routing business and partnerships with major companies like Apple enhances its competitive edge [4]

Core Insights - Vonage has integrated its Communications APIs with ComDesign's cloud-based CTI solution, enabling global contact centers to scale operations and simplify access to local phone numbers in over 65 countries [1][2][3] Group 1: Company Collaboration - The partnership between Vonage and ComDesign aims to empower businesses with agile communication tools, facilitating rapid global growth without the complexities of traditional infrastructure [3][4] - ComDesign's CT-e1/SaaS solution enhances international number provisioning and aligns with Japan's digital transformation initiatives, allowing contact centers to provide streamlined support to global customers [4][3] Group 2: Market Demand and Trends - There is a growing demand for consistent cross-border communication infrastructure as businesses expand globally, with traditional methods often posing challenges for international operations [2] - The integration of cloud-based solutions is crucial for contact centers to improve customer satisfaction and ensure smoother interactions [4][2] Group 3: Company Background - ComDesign, founded in 2000, launched its cloud-based CTI service in 2008 and has developed a scalable architecture that supports contact centers across various industries [4] - Vonage, a subsidiary of Ericsson, focuses on empowering enterprises through AI-powered platforms and tools, enhancing digital transformation across mobile networks and the cloud [5][6]

VODNJAN, Croatia--(BUSINESS WIRE)--BT and Infobip have announced the global expansion of their partnership to deliver AI-powered advanced communication services to multinational businesses worldwide. The extended partnership builds on a successful collaboration in the UK, announced in 2022, and combines BT's Global Voice and inbound contact capabilities with Infobip's market-leading cloud communications platform. Together, the two companies will drive innovation in global connectivity, providin. ...