Elon Musk just set a bandwidth target for Starlink's next satellite generation that would make today's network look primitive, and he put a deadline on when it rewrites global internet infrastructure.
LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.
Here is how Abacus Global Management, Inc. (ABX) and EPR Properties (EPR) have performed compared to their sector so far this year.
Take-Two Interactive Software NASDAQ: TTWO held its annual stockholder meeting virtually, with shareholders asked to vote on four proposals including the election of 10 directors, executive compensation, an officer-liability amendment and the appointment of Ernst & Young LLP as auditor for fiscal 2027.
VNV Global AB (publ) (VSTKF) Analyst/Investor Day Transcript
GPN's Worldpay integration is reshaping its growth strategy, with stronger margins and broader payment capabilities offering new avenues for expansion.
Cboe Global Markets is positioned to benefit from the shift toward 24-hour trading, with unique index options products like S&P 500 Futures and the S&P VIX Index. CBOE's high-margin index options franchise, especially SPX and 0DTE contracts, drives 50–60% of net revenue and robust EPS compounding at 15% CAGR. Upcoming 23/5 and 24/7 trading infrastructure are key catalysts, with even modest index volume growth (5%) adding $73M high-margin net revenue.
e.l.f. Beauty launches in Brazil through Sephora as surging international sales and a measured strategy widen its global growth runway.
VSXY is accelerating global growth as China momentum, European digital expansion and localized marketing lift international sales.
Venture Global is rated a Strong Buy, driven by robust LNG demand, facility expansion, and compelling valuation at 12.5x EV/EBIT. VG's earnings and volumes are surging, with H1 EBIT at $3.3B and 2026 EBITDA guidance raised to $8.7–$9.1B. Repricing legacy contracts and new long-term deals, including with China Gas, provide significant upside as market rates outpace historical agreements.
As LNG supply disruptions from the Middle East crisis lift global coal demand, investors may consider CNR, ARLP and SXC, which remain competitive through export exposure and production of high-quality coal.
NKE's wholesale recovery is uneven, with North America improving while international weakness and promotional pressure challenge its broader turnaround.