reports
Live Oak Bancshares, Inc. Announces Date of Third Quarter 2025 Financi...
Live Oak Bancshares, Inc. Announces Date of Third Quarter 2025 Financial Results WILMINGTON, N.C., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) today announced that it will report its third quarter 2025 financial results after U.S. financial markets close on Wednesday, October 22, 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, October 23, 2025, at 9:00 a.m. ET. The call will be accessible by telephone and webcast using Conference ID: 72227. A supplem...
Live Oak Bank Leads Nation in SBA 7(a) Lending Activity
Live Oak Bank Leads Nation in SBA 7(a) Lending Activity WILMINGTON, N.C., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Live Oak Bank has been named the most active SBA 7(a) lender by dollar amount by the U.S. Small Business Administration. The results are posted to the and display the country’s top SBA 7(a) lenders by dollar amount and loan volume for the administration’s 2025 fiscal year, which ended September 30, 2025. “The SBA 7(a) program continues to be a vital resource for American small business owners seeking access to capital,” said James S. (Chip) Mahan III, Chairman and CEO of Live Oak...
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold 8,000 shares at 147.486USD and 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 directors over the last two years cle...
Kinder Morgan Inc: 1 director
Two Directors at Kinder Morgan Inc sold 24,152 shares at between 0.000USD and 27.608USD. The significance rating of the trade was 72/100. 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...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...
Today, we are publishing the Enterprise IT section of our 28th 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, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...
- Pierre FerraguÊ
Oracle RPOs: Beginning of the bubble... or beginning of the AI era?
Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.
- Pierre FerraguÊ
Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...
Today, we are publishing the Hyperscale & Cloud section of our 28th 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 Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....
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
- Jonathan Moreland
PRGO PERRIGO CO. PLC
POST POST HOLDINGS INC.
LKQ LKQ CORPORATION
ICUI ICU MEDICAL INC.
HBNC HORIZON BANCORP INC
EMN EASTMAN CHEMICAL COMPANY
D DOMINION ENERGY INC
CPRX CATALYST PHARMACEUTICALS
COTY COTY INC. CLASS A
ASYS AMTECH SYSTEMS INC.
AROW ARROW FINANCIAL CORP.
RLMD RELMADA THERAPEUTICS
QRHC QUEST RESOURCE HOLDING
GLO CLOUGH GLOBAL OPPORTUNITIES FUND
NTLA INTELLIA THERAPEUTICS INC.
MX MAGNACHIP SEMICONDUCTOR CORP.
NWPP NEW PEOPLES BANKSHARES INC.
BHR BRAEMAR HOTELS & RESORTS
CCEL CRYO-CELL INTERNATIONAL
REZI RESIDEO TECHNOLOGIES
WU INC.
AVTR THE WESTERN UNION COMPANY
SELF AVANTOR
PGEN INC.
COO SELF STORAGE GROUP
REYN INC.
STTK PRECIGEN INC
ENOV THE COOPER COMPANIES INC.
BLIN REYNOLDS CONSUMER PRODUCTS INC.
EBC SHATTUCK LABS
NRGV ENOVIS CORPORATION
ONL BRIDGELINE DIGITAL INC
OBIO EASTERN BANKSHARES INC
ET ENERGY VAULT HOLDINGS INC
PROP ORION OFFICE REIT INC
BKKT ORCHESTRA BIOMED HOLDINGS INC
ISPO ENERGY TRANSFER LP
AFCG PRAIRIE OPERATING CO.
FG BAKKT HOLDINGS INC.
NIQ INSPIRATO INCORPORATED
STSS AFC GAMMA
FEAM INC.
SINT F AND G ANNUITIES AND LIFE
VWFB INC.
NIQ GLOBAL INTELLIGENCE PLC
SHARPS TECHNOLOGY INC.
5E ADVANCED MATERIALS INC.
SINTX TECHNOLOGIES INC.
VWF BANCORP
INC.
- Pierre FerraguÊ
Is AI meant to absorb legacy or drive redesigns? Conversation with the...
Earlier this summer we had a fantastic conversation with Pankaj Patel, CEO of Nile. Nile provides a fully automated, subscription-based network-as-a-service platform that delivers secure, scalable connectivity without the complexity of legacy infrastructure. Follow the below link for our top thoughts on the back of this conversation.
- Pierre FerraguÊ
Hot Chips 2025: memory, interconnects, and full-stack optimizations at...
Last week we attended the 2025 edition of the Hot Chips conference, still the place to be for investors who want to understand chip architecture and how it can impact competitive dynamics. We followed presentations on datacenter XPUs, system-scale integration, and full-stack innovation, by Microsoft, Google, Meta, Nvidia, AMD, Intel, Broadcom, Marvell, Huawei, and others. Ping us for slide packs if you want the full primary material.
- Jonathan Moreland
PRGO PERRIGO CO. PLC
POST POST HOLDINGS INC.
LKQ LKQ CORPORATION
ICUI ICU MEDICAL INC.
HBNC HORIZON BANCORP INC
EMN EASTMAN CHEMICAL COMPANY
DIN DINE BRANDS GLOBAL INC.
D DOMINION ENERGY INC
CPRX CATALYST PHARMACEUTICALS
COTY COTY INC. CLASS A
AROW ARROW FINANCIAL CORP.
RLMD RELMADA THERAPEUTICS
QRHC QUEST RESOURCE HOLDING
NTLA INTELLIA THERAPEUTICS INC.
MX MAGNACHIP SEMICONDUCTOR CORP.
ECIA ENCISION INC
UA UNDER ARMOUR
BHR INC.
CCEL BRAEMAR HOTELS & RESORTS
ULBI CRYO-CELL INTERNATIONAL
WU ULTRALIFE
AVTR THE WESTERN UNION COMPANY
SELF AVANTOR
PGEN INC.
REYN SELF STORAGE GROUP
OPCH INC.
ENOV PRECIGEN INC
BLIN REYNOLDS CONSUMER PRODUCTS INC.
EBC OPTION CARE HEALTH INC
NRGV ENOVIS CORPORATION
ONL BRIDGELINE DIGITAL INC
OBIO EASTERN BANKSHARES INC
ET ENERGY VAULT HOLDINGS INC
PROP ORION OFFICE REIT INC
BKKT ORCHESTRA BIOMED HOLDINGS INC
FIP ENERGY TRANSFER LP
ISPO PRAIRIE OPERATING CO.
AFCG BAKKT HOLDINGS INC.
ECF FTAI INFRASTRUCTURE INC
SST INSPIRATO INCORPORATED
STRZ AFC GAMMA
STSS INC.
FEAM ELLSWORTH FUND LTD
SINT SYSTEM1 INC
STARZ ENTERTAINMENT CORP
SHARPS TECHNOLOGY INC.
5E ADVANCED MATERIALS INC.
SINTX TECHNOLOGIES INC.
- Pierre FerraguÊ
The Great Replatforming, Part II – The General Theory. Could Jensen ju...
In a very timely manner, as Jensen just touted a $3-4tn Tech. Infra. market for 2030, we publish the second part of our “Great Replatforming” series, in which we look at how much AI investments the global economy can absorb over time. In the first part of the series, we showed how increasing capex should be analyzed as enablers of revenue growth and productivity improvements, and applied the framework to hyperscalers, showing how pushing capex intensity to new highs is easily financed by contin...
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
- Jonathan Moreland
PRGO PERRIGO CO. PLC
POST POST HOLDINGS INC.
MGNX MACROGENICS INC.
MERC MERCER INTERNATIONAL INC.
LOB LIVE OAK BANCSHARES
HTH HILLTOP HOLDINGS INC.
HNRG HALLADOR ENERGY CO.
GLP GLOBAL PARTNERS LP
DIN DINE BRANDS GLOBAL INC.
CE CELANESE CORPORATION
QRHC QUEST RESOURCE HOLDING
HTLD HEARTLAND EXPRESS INC.
RSG REPUBLIC SERVICES INC.
KYN KAYNE ANDERSON MLP INVESTMENT CO.
BSM BLACK STONE MINERALS LP
NTLA INTELLIA THERAPEUTICS INC.
CYRX CRYOPORT INC.
SD SANDRIDGE ENERGY INC.
ECIA ENCISION INC
UA UNDER ARMOUR
EOLS INC.
CCEL EVOLUS INC
ULBI CRYO-CELL INTERNATIONAL
AVTR ULTRALIFE
EPSN AVANTOR
ASAN INC.
OPCH EPSILON ENERGY LIMITED
MYO ASANA
ATAI OPTION CARE HEALTH INC
PFHC MYOMO
OPAL ATAI LIFE SCIENCES BV
CALC PROFRAC HLDG CORP
ET OPAL FUELS INC
PROP CALCIMEDICA INC.
FIP ENERGY TRANSFER LP
MDRR PRAIRIE OPERATING CO.
ECF FTAI INFRASTRUCTURE INC
LNW MEDALIST DIVERSIFIED REIT INC.
NUGN ELLSWORTH FUND LTD
EFOI LIGHT & WONDER INC.
SST LIVENTO GROUP
STRZ INC.
ENERGY FOCUS INC.
SYSTEM1 INC
STARZ ENTERTAINMENT CORP
Post Holdings Inc: 1 director
A director at Post Holdings Inc bought 36,000 shares at 109.530USD 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 cl...
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
PRGO PERRIGO CO. PLC
LOB LIVE OAK BANCSHARES
GLP GLOBAL PARTNERS LP
KYN KAYNE ANDERSON MLP INVESTMENT CO.
BSM BLACK STONE MINERALS LP
EPSN EPSILON ENERGY LIMITED
DLHC DALEIGH HOLDINGS CORP
GRNT GRANIT SKOPKE
ZIP ZIPRECRUITER
HUMA INC.
MDRR HUMACYTE INC
MEDALIST DIVERSIFIED REIT INC.
Live Oak Ventures Participates in Financing of Cascading AI, Inc.
Live Oak Ventures Participates in Financing of Cascading AI, Inc. WILMINGTON, N.C., Aug. 19, 2025 (GLOBE NEWSWIRE) -- Live Oak Ventures, the investment arm of Live Oak Bancshares, Inc., has announced an investment in Cascading AI, Inc. (Casca), a loan application and origination platform using responsible artificial intelligence. Live Oak Bank is working as a design partner with Casca to automate its Live Oak® Express loan process and plans to expand Casca across the franchise to accelerate workflows and ultimately provide an exceptional banking experience to customers. “Businesses trus...
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
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