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.
Global Newswire by Notified: M&A
AUGUST 1, 2025
Acquisitions are also part of the strategy,” says Christian Fischer, deputy chairman of the board of management and responsible for strategic growth initiatives and portfolio management. The current acquisition perfectly complements our portfolio. It is hoped that initial successes will be seen as early as 2026.
The TRADE
SEPTEMBER 24, 2024
Named SPDR SSGA MyIncome ETFs, the suite looks to offer investors the ability to build their own custom bond ladder portfolios to manage their respective cash flow, interest rate risk, and liquidity needs. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034.
The TRADE
JULY 6, 2023
Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Last week, JP Morgan cited the biggest retail flows on record, with non-professional investors buying $1.5
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