Company Overview - América Móvil SAB de CV (NYSE:AMX) is a major Mexican telecommunications company specializing in communications, information technology, and digital content, operating in 22 countries across Latin America and Europe [4] Investment Outlook - Bank of America Securities initiated coverage of América Móvil, rating it Neutral with a price target of $26, highlighting a positive outlook for Latin American telecommunications in 2023-2024 due to relaxed capital expenditures and strengthened pricing power from industry consolidation [1] - Improved cash generation in the telecommunications industry has led to increased dividends for investors, with América Móvil having paid dividends for the past 25 years, reflecting a favorable trend for telecom companies in Latin America [2] Strategic Developments - América Móvil has secured broadcasting rights for the Olympics in Latin America, maintaining rights in 16 regions through to the Brisbane 2032 games, covering major events including the Winter Olympics in 2026 and 2030, and the Summer Olympics in 2028 and 2032 [3]

Core Insights - Insight Enterprises, Inc. (NASDAQ:NSIT) is viewed as a strong hardware stock by analysts, with a consensus 1-year median price target of $117, indicating a potential upside of 38.89% [1] - A recent coverage initiation by Luke Morison from Canaccord assigned a 'Hold' rating with a price target of $100, suggesting an 18% upside from the current price [2] Financial Performance - In the third quarter, Insight Enterprises reported an EPS of $2.43, which was $0.06 below estimates, and revenue of $2 billion, missing forecasts by $0.15 billion [3] - The company anticipates a modest improvement in demand from large clients, with guidance indicating flat gross profit for hardware and a slight increase in cloud services [4] Future Outlook - The full-year EPS projection for Insight Enterprises is set between $9.60 and $9.90, reflecting management's cautious optimism [4] - The company's strategic focus on AI and cybersecurity through recent acquisitions positions it favorably in emerging sectors [3][4]

Core Points - Cognizant will announce its third quarter 2025 results on October 29, 2025, before market open, shifting from a previous after-market close schedule to better accommodate global associates and participants [1] - A conference call to discuss the operating performance for the quarter will take place at 8:30 a.m. (Eastern) on the same day [2] - The conference call will be accessible live on Cognizant's Investor Relations website, with a replay available for those unable to attend live [3][4] Company Overview - Cognizant is a leading provider of information technology, consulting, and business process services, focused on modernizing technology, reimagining processes, and transforming experiences for clients [5] - The company has been recognized as one of the World's Best Employers by Forbes for three consecutive years, highlighting its strong employer brand [6]

Core Points - Cognizant will announce its second quarter 2025 results on July 30, 2025, after market close [1] - A conference call to discuss the operating performance for the quarter will be held at 5:00 p.m. (Eastern) on the same day [2] - The conference call will be accessible via the Investor Relations section of Cognizant's website [3] Access Information - Domestic callers can participate in the conference call by dialing 877-810-9510, while international callers can dial 201-493-6778 [2] - A replay of the conference call will be available for domestic callers at (877) 660-6853 and for international callers at (201) 612-7415, starting two hours after the call until August 13, 2025 [4] - The replay will also be accessible on Cognizant's website for 60 days following the call [4] Company Overview - Cognizant is a leading provider of information technology, consulting, and business process services [1] - The company focuses on helping clients modernize technology, reimagine processes, and transform experiences to stay competitive in a fast-changing world [5]

Group 1 - Cognizant will present at the Nasdaq Investor Conference in partnership with Jefferies on June 11, 2025 [1] - The presentation will be led by Jatin Dalal, the Chief Financial Officer of Cognizant [1] - A live audio webcast of the presentation will be available on Cognizant's website, with a replay accessible for 90 days [1] Group 2 - Cognizant is a leading provider of information technology, consulting, and business process services [2] - The company focuses on helping clients modernize technology, reimagine processes, and transform experiences [2] - Cognizant aims to improve everyday life through its services [2]