reports
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold 192,979 shares at 139.671USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Live Oak Bancshares Announces Appointment of Jeffrey W. Lunsford to Bo...
Live Oak Bancshares Announces Appointment of Jeffrey W. Lunsford to Board of Directors WILMINGTON, N.C., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares announced today the appointment of Jeffrey W. Lunsford to its board of directors. Lunsford has also been appointed to the board of directors of Live Oak Bank. “As a successful entrepreneur and financial technology expert, Jeff brings a deep level of technical expertise to our board,” said Live Oak Bancshares Chairman and CEO James S. (Chip) Mahan III. “His skill sets are an excellent match for Live Oak as we continue to redefine wh...
- Pierre FerraguÊ
- Pierre FerraguÊ
Kinder Morgan Inc: 2 directors
Two Directors at Kinder Morgan Inc sold after exercising options/sold 85,549 shares at between 27.961USD and 28.193USD. The significance rating of the trade was 83/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all t...
Live Oak Bancshares, Inc. Closes Depositary Share Offering
Live Oak Bancshares, Inc. Closes Depositary Share Offering WILMINGTON, N.C., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or the “Company”) announced the closing of its previously announced underwritten offering of 4,000,000 depositary shares, each representing a 1/40th interest in a share of its 8.375% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock (the “Series A Preferred Stock”), with a liquidation preference of $25 per depositary share. As a result of the public offering, Live Oak received proceeds of approximately $96,150,000, net ...
- Pierre FerraguÊ
Calix Inc: 1 director
A director at Calix Inc sold 25,000 shares at 55.397USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...
Live Oak Bancshares, Inc. Prices Depositary Share Offering
Live Oak Bancshares, Inc. Prices Depositary Share Offering WILMINGTON, N.C., July 28, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or the “Company”) announced the pricing of an underwritten offering of 4,000,000 depositary shares, each representing a 1/40th ownership interest in a share of 8.375% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock (the “Series A Preferred Stock”), with a liquidation preference of $25 per depositary share. When, as and if declared by the board of directors of Live Oak, dividends will be payable on the Series A Prefer...
Live Oak Bancshares, Inc. Reports Second Quarter 2025 Results
Live Oak Bancshares, Inc. Reports Second Quarter 2025 Results WILMINGTON, N.C., July 23, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or “the Company”) today reported second quarter of 2025 net income attributable to the Company of $23.4 million, or $0.51 per diluted share. Live Oak’s performance in the quarter, compared to the first quarter of 2025, includes these notable items: Record second quarter production of $1.53 billion accompanied by strong deposit growth of $198.8 million, with total assets growing by 1.7% to $13.83 billionNet interest income inc...
Live Oak Bancshares, Inc. Announces Date of Second Quarter 2025 Financ...
Live Oak Bancshares, Inc. Announces Date of Second Quarter 2025 Financial Results WILMINGTON, N.C., July 09, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) today announced that it will report its second quarter 2025 financial results after U.S. financial markets close on Wednesday, July 23, 2025. In conjunction with this announcement, Live Oak will host a conference call to discuss the company's financial results and business outlook on Thursday, July 24, 2025, at 9:00 a.m. ET. The call will be accessible by telephone and webcast using Conference ID: 25229. A supplementa...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Blue Sky Territory; Bullish Outlook Intact We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). Our near-term bullish outlook will remain in place long as the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM) are above their 20-day MAs. We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the SPX is above 5700-5785. Short-term support on SPX is at 6028-6...
NUE NUCOR CORPORATION
ZEUS OLYMPIC STEEL INC.
WOR WORTHINGTON INDUSTRIES INC.
SCCO SOUTHERN COPPER CORPORATION
RYI RYERSON HOLDING CORPORATION
NTGR NETGEAR INC.
EXTR EXTREME NETWORKS INC.
COMM COMMSCOPE HOLDING CO. INC.
CMC COMMERCIAL METALS COMPANY
CALX CALIX NETWORKS
- Pierre FerraguÊ
The Great Replatforming, part I – the Special Theory
Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
- Pierre FerraguÊ
Growth in Public Cloud: Where from? What’s next?
Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Post Holdings Inc: 2 directors
Two Directors at Post Holdings Inc sold/bought 188,490 shares at between 108.973USD and 109.115USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directo...
- Pierre FerraguÊ
Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...
Today, we are publishing the Hyperscale & Cloud section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Pierre FerraguÊ
Live Oak Bancshares Announces Appointment of Patrick T. McHenry to Boa...
Live Oak Bancshares Announces Appointment of Patrick T. McHenry to Board of Directors WILMINGTON, N.C., May 08, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares announced the appointment of Patrick T. McHenry to its board of directors effective May 21, 2025. McHenry has also been appointed to the board of directors of Live Oak Bank. “It is a privilege for Live Oak to have the astute financial and policy expertise of Patrick’s caliber join our board of directors,” said Live Oak Bancshares Chairman and CEO James S. (Chip) Mahan III. “His service to the U.S. government, and experience as former...
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