2026 Finance Portfolio Management 
CNBC: Investing
AUGUST 2, 2025
billion for 2025 and $4 billion to $5 billion annual from 2026 to 2029 as well as a downgraded forecast for adjusted funds from operations (AFFO) to 5% to 9%. Elliott ran an activist campaign at data center operator Switch in 2021, where the investor settled for a board seat for Elliott senior portfolio manager Jason Genrich.
CNBC: Investing
JUNE 13, 2025
senators rolled out a road map for artificial intelligence policy, seeking a $32 billion annual investment in AI research and development by 2026. Rowe Price portfolio manager Tony Wang called out Arista Networks and Broadcom as strong plays for exposure to AI leaders as well as to companies building projects abroad.
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CNBC: Investing
JULY 15, 2025
per share in 2026. In our Active Opps portfolio (linked below) we hold a 3.58% allocation and looking to increase my position size with evidence that support is being held. We offer active portfolio management and regular subscriber updates like the idea presented above.
CNBC: Investing
JULY 29, 2025
In our Active Opps portfolio we hold a 4.07% allocation in CDNS established July 29. Notice the GAAP earnings projection below the chart of $4.27 in 2025, but then a 28.9% growth to $5.50. Non-GAAP EPS for 2025 is expected to be $6.75 and then grow to $7.79 Top line is also growing nicely at a 11%-19% clip.
CNBC: Investing
JULY 1, 2025
2026 expected: 24.9% resistance level, I will look to increase the holding size in both while trailing my risk management levels higher. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above.
The TRADE
NOVEMBER 14, 2024
The updated risk tools seek to support firms as they prepare for the expansion of US Treasury clearing in 2025 and 2026. Market participants are able to determine whether they can take advantage of greater margin savings on a combined portfolio, including eligible positions at GSD and future contracts.
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