Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

Evaxion and the European Investment Bank (EIB) have finalized a debt settlement agreement of €3.5 million out of Evaxion’s €7 million loan with EIB, to be used for EIB to purchase €3.5 million worth of ordinary Evaxion warrantsEIB will purchase the warrants at a price of $4.87 corresponding to a premium of 89% to the share price by market close yesterday The agreement immediately increases Evaxion’s equity by $4.1 million (€3.5 million)Further, the agreement also substantially reduces Evaxion’s overall liab ...

Core Viewpoint - GoPro, Inc. announced that an Administrative Law Judge (ALJ) of the International Trade Commission (ITC) found that Insta360 violated federal law by importing and selling products that infringe on GoPro's intellectual property related to its HERO camera design [1]. Group 1: Legal Findings - The ALJ's findings confirm that Insta360 infringed on GoPro's patent covering the HERO camera design (US Patent D789,435) and validated multiple patent claims related to GoPro's HyperSmooth video stabilization technology (US Patents 10,574,894 and 10,958,840) [2]. - GoPro plans to address other outstanding issues in its infringement case against Insta360 with the full ITC, which is expected to issue a Final Determination on all claims by November 10, 2025 [3]. Group 2: Intellectual Property and Innovation - The litigation process has enhanced GoPro's intellectual property portfolio, highlighting the company's history of innovation, which has resulted in over 1,500 US patents [3]. - GoPro's CEO, Nicholas Woodman, emphasized the company's commitment to protecting its intellectual property while welcoming fair competition that drives innovation [4].

GLENWOOD SPRINGS, Colo., July 10, 2025 (GLOBE NEWSWIRE) -- Alpine Banks of Colorado (OTCQX: ALPIB), parent company of Alpine Bank, declared a cash dividend of $0.21 per share on its Class A common stock and Class B common stock, payable July 28, 2025, to shareholders of record as of June 21, 2025. About Alpine Banks of ColoradoAlpine Banks of Colorado, through its wholly owned subsidiary Alpine Bank, is a $6.7 billion, independent, employee-owned organization founded in 1973 with headquarters in Glenwood Sp ...

WESTERLY, R.I., July 10, 2025 /PRNewswire/ -- Washington Trust Bancorp, Inc. (NASDAQ: WASH), the publicly owned holding company of The Washington Trust Company, will release second quarter 2025 earnings and host a conference call with the Corporation's executives as follows: Earnings Release: Monday, July 21, 2025, After Market Closes Conference Call: Tuesday, July 22, 2025, 8:30 a.m. ET Participant Dial In: 1-833-470-1428 (Toll-Free) International Dial In: Global Dial-In Numbers Acces ...

Core Insights - Cisco Systems (CSCO) shares closed at $69.27, slightly below the 52-week high of $69.78, with a year-to-date appreciation of 17%, outperforming the broader sector and peer Extreme Networks [1][6] - The company's aggressive push into AI and growing security dominance are significant growth drivers, with over $1 billion in AI infrastructure orders secured ahead of schedule [2][6] - Cisco is expanding its AI portfolio for data centers with new solutions and partnerships, particularly with NVIDIA, which is expected to enhance its market position [3][9] Stock Performance - CSCO stock is trading above both the 50-day and 200-day moving averages, indicating a bullish trend [6] - The stock's year-to-date increase of 17% is notable, with strong demand in the security sector contributing to its performance [6][8] Security Business Growth - Cisco's security business is experiencing strong demand, with double-digit growth in orders for solutions like Cisco Secure Access and XDR [8] - The partnership with ServiceNow aims to enhance AI risk management and governance, further solidifying Cisco's position in the security market [10] Financial Guidance - For fiscal 2025, Cisco expects revenues between $56.5 billion and $56.7 billion, an increase from previous guidance, with non-GAAP earnings projected between $3.77 and $3.79 per share [13][14] - The Zacks Consensus Estimate for fiscal 2025 revenues is $56.59 billion, indicating a year-over-year growth of 5.18% [14] Valuation Concerns - Cisco shares are currently trading at a premium, with a forward 12-month price/sales ratio of 4.65X, higher than the industry average [15][18] - The stock is considered overvalued, which may lead to caution among investors [15][20] Long-term Prospects - Cisco's expanding portfolio and focus on AI and security position it well for sustained growth in the tech landscape [19] - Despite current challenges, the long-term outlook remains positive for investors holding the stock [19]

Business Transformation & Strategy - The company is continuing its transformation strategy while strengthening retail fundamentals[6] - Key initiatives include omni-channel marketing reinvention, customer experience improvements, capital allocation and debt pay down, and investments in culture, people, tech and processes[7] - The company has reduced inventory by $12.7 million year-over-year and reduced debt by $27.3 million[7] 2025 Plan & Growth Focus - The company aims to drive growth by focusing on hunting, fishing, and personal protection markets[9, 10] - The company's current market share in hunting is 4% of a $12 billion total addressable market[13] - The company's current market share in fishing is 1% of a $13 billion total addressable market[14] Hunting & Fishing Market Growth - Hunting participation increased from 10.6 million in 2016 to 14.4 million in 2022, with a CAGR of +5.2%[17] - Fishing participation increased from 34.7 million in 2016 to 39.9 million in 2022, with a CAGR of +5.2%[22] Reinforcing Local Knowledge & Expertise - The company aims to be known as the leading local expert for hunting & fishing solutions[28] - The company will reinforce local knowledge through assortment and outfitters as influencers[49] - 72% of U.S. firearm owners cite protection as the major reason for ownership[63]

In an environment where consumer spending on discretionary apparel is under pressure and import tariffs are looming large, many retailers find themselves contending with slowing top-line growth, margin headwinds and shrinking earnings expectations. Today’s Bear of the Day, is a stock that despite a recent rebound off deep lows, has seen its outlook darkened. Unfortunately, analysts have trimmed their profit forecasts, the company has cut its guidance, and macro-driven costs threaten to erode any near-term u ...

Core Viewpoint - The consumer staples sector is viewed as a safe investment during economic uncertainty, as it includes companies that produce essential goods that people need daily [1][5]. Group 1: Definition and Characteristics of Consumer Staples - Consumer staples stocks consist of companies that produce or sell basic goods, such as groceries and personal-care items [6]. - The Global Industry Classification Standard (GICS) categorizes the Consumer Staples sector as including food and staples retail, food and beverage production, and household and personal product manufacturing [7]. - These stocks are considered defensive, generating stable revenues and producing significant free cash flow, often returned to shareholders as dividends [8]. Group 2: Investment Rationale - Investors are drawn to consumer staples stocks because they provide a steady demand for necessities, making them less sensitive to economic fluctuations [8]. - Historical performance shows that consumer staples outperformed the S&P 500 during major downturns, such as the Great Recession and the COVID-19 crash [10]. - Despite their defensive nature, consumer staples may have limited growth potential during economic expansions, as demand for basic goods does not significantly increase [11]. Group 3: Identifying Quality Consumer Staples Stocks - A quality screen for consumer staples stocks includes criteria such as being part of the S&P Composite 1500, having a long-term estimated earnings-per-share growth rate of at least 5%, and having at least five covering analysts [12][13][14]. - Stocks should also have a consensus Buy rating of 2.5 or less and a dividend yield of at least 1.5% to ensure they provide better income than the S&P 500 [15][16]. Group 4: Recommended Consumer Staples Stocks - The following companies are highlighted as strong consumer staples stocks based on the outlined criteria: - Dollar General (DG): Long-term EPS growth of 6.5%, consensus rating of 2.39, dividend yield of 2.1% [16] - Tyson Foods (TSN): Long-term EPS growth of 19.6%, consensus rating of 2.29, dividend yield of 3.5% [16] - Kroger (KR): Long-term EPS growth of 6.1%, consensus rating of 2.16, dividend yield of 1.8% [16] - Sysco (SYY): Long-term EPS growth of 6.1%, consensus rating of 2.10, dividend yield of 2.6% [16] - Keurig Dr Pepper (KDP): Long-term EPS growth of 7.2%, consensus rating of 1.91, dividend yield of 2.7% [16] - Philip Morris International (PM): Long-term EPS growth of 11.4%, consensus rating of 1.88, dividend yield of 3.0% [16] - Coca-Cola (KO): Long-term EPS growth of 6.1%, consensus rating of 1.62, dividend yield of 2.9% [16]

Core Insights - Waterstone Financial, Inc. has elected Molly Mulroy and Laura Piotrowski to its Board of Directors, effective July 22, 2025 [1][2] Group 1: Board Members' Backgrounds - Molly Mulroy is currently the Executive Vice President and Chief Administrative Officer of WEC Energy Group, overseeing various departments including Human Resources and IT Services [2][3] - Mulroy has held multiple leadership roles since joining WEC Energy Group in 1999, including Vice President and Chief Information Officer [3] - Laura Piotrowski is the CEO and President of Cavendish Vernal, a strategic advisory firm she founded in 2017, and has previously held senior finance roles [5][6] Group 2: Educational and Community Involvement - Mulroy holds a bachelor's degree from the University of Minnesota and an MBA from the University of Chicago, and is active in the Milwaukee community [4] - Piotrowski earned her bachelor's degree from the University of Wisconsin-Milwaukee and an Executive MBA from Marquette University, and is a Certified Public Accountant [7] Group 3: Company Overview - Waterstone Financial, Inc. is the savings and loan holding company for WaterStone Bank, which was established in 1921 and operates 14 branch locations in southeastern Wisconsin [8] - WaterStone Bank offers a comprehensive suite of personal and business banking products and is also the parent company of WaterStone Mortgage Corporation, a national lender licensed in 48 states [8][9]