U.S. equities rose at midday as a weaker-than-expected increase in private-sector hiring boosted optimism of a Federal Reserve rate cut later this month. The Dow Jones Industrial Average, S&P 500, and Nasdaq all gained.
AT&T teams up with Cisco to launch a single-vendor SASE solution, aiming to simplify enterprise security and strengthen its market edge.
BBY tops Q2 estimates with revenues up 1.6% and strong online growth, while margins face pressure from mix shifts.
I believe post-Juniper, networking becomes Hewlett Packard Enterprise's core engine. Management guides the unit to over 50% of operating income and EPS-accretive in year one. I estimate a networking run rate of approximately $9.6B revenue and $1.4B in operating income. In the AI systems segment, momentum is building up, with Q2 revenue hitting $1.0B (up >10% q/q), net new orders totaling $1.1B, and a backlog of $3.2B.
Enterprise Products Partners is a top five position in my portfolio, and it remains my biggest passive income producer. The midstream operator continues to expect to place $6 billion of organic growth projects into service in 2025 and 2026. Enterprise Products Partners has significant liquidity at its disposal and the lowest leverage ratio in the industry.
EPD's 7% rise in Q2 DCF, strong distribution coverage and fee-based model highlight its long-term growth potential.
Hewlett Packard Enterprise (HPE) shares advanced Thursday on an upgrade by Morgan Stanley, which sees increased corporate spending on the computer processing hardware maker's artificial intelligence (AI) and other products.
I maintain my strong buy rating on PEG, driven by surging data center demand and a robust 2Q25 earnings beat. PEG's large-load inquiry pipeline soared to 9.4 GW, with ~90% tied to data centers, underscoring a powerful multi-year growth runway. Higher PJM auction clearing prices and nuclear fleet optimization initiatives significantly boost PEG's earnings visibility and de-risk future cash flows.
Axon Enterprise delivered strong Q1 and Q2 2025 results, raising guidance and driving significant stock outperformance versus the S&P 500. Despite robust growth and a long runway in public safety tech, Axon's valuation has soared to levels I consider high-risk and potentially overvalued. Key valuation metrics like P/S, P/E, PEG, and P/FCF ratios are at premium valuations, signaling limited short-term upside and possible high downside risk.
EPD addresses a crude leak at its Houston terminal, briefly disrupting Seaway pipeline flows and nudging Gulf Coast crude prices higher.
Super League Enterprise, Inc. (NASDAQ:SLE ) Q2 2025 Earnings Conference Call August 14, 2025 5:00 PM ET Company Participants Matthew Evan Edelman - President & CEO Conference Call Participants Howard Allen Halpern - Taglich Brothers, Inc., Research Division Jack Codera - Maxim Group LLC, Research Division Operator Greetings, and welcome to the Super League Second Quarter 2025 Conference Call. Please note, this conference is being recorded.
Super League Enterprise (SLE) came out with a quarterly loss of $4.52 per share versus the Zacks Consensus Estimate of a loss of $6.8. This compares to a loss of $24 per share a year ago.