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Applied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand

Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio

NASDAQ:AMAT
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Playtech H1 Earnings Call Highlights

Playtech (LON:PTEC) reported a sharp increase in first-half profitability and cash generation, supported by growth in regulated B2B markets, a strong contribution from strategic investments and cost-reduction measures. Adjusted EBITDA rose 77% year over year to €163 million in the first half of 202

LON:PTEC
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Oakley Capital Investments H1 Earnings Call Highlights

Oakley Capital Investments (LON:OCI) reported net asset value of £1.29 billion, or 782 pence per share, at June 30, 2026, as the listed private-equity investor generated a 6% total NAV return in the first half. Over the past decade, OCI said its total NAV return compound annual growth rate was 15%,

LON:OCI
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Genus H2 Earnings Call Highlights

Genus (LON:GNS) reported higher adjusted profit and cash generation for FY 2026, supported by growth in its porcine genetics business, efficiency gains in bovine genetics and contributions from joint ventures. The company also announced a £60 million share buyback and proposed a 10% increase in its

LON:GNS
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Van Hulzen Asset Management LLC Invests $1.56 Million in O'Reilly Automotive, Inc. $ORLY

Van Hulzen Asset Management LLC purchased a new stake in shares of O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 16,915 shares of the spec

NASDAQ:ORLY
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Van Hulzen Asset Management LLC Invests $1.64 Million in SpaceX $SPCX

Van Hulzen Asset Management LLC purchased a new stake in shares of SpaceX (NASDAQ:SPCX - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 9,613 shares of the company's stock, valued at approximately $1,642,000. A

NASDAQ:SPCX
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Van Hulzen Asset Management LLC Lowers Stake in Northern Trust Corporation $NTRS

NASDAQ:NTRS
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Freeport-McMoRan Inc. $FCX Stake Trimmed by Van Hulzen Asset Management LLC

NYSE:FCX
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Van Hulzen Asset Management LLC Sells 12,677 Shares of Arthur J. Gallagher & Co. $AJG

NYSE:AJG
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Van Hulzen Asset Management LLC Acquires Shares of 13,067 Union Pacific Corporation $UNP

NYSE:UNP
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Van Hulzen Asset Management LLC Has $4 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NYSE:TSM
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Airbnb, Inc. $ABNB Shares Acquired by Van Hulzen Asset Management LLC

NASDAQ:ABNB
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Van Hulzen Asset Management LLC Invests $5.29 Million in MSCI Inc $MSCI

NYSE:MSCI
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68,312 Shares in Everpure, Inc. $P Acquired by Van Hulzen Asset Management LLC

NYSE:P
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Van Hulzen Asset Management LLC Raises Position in American Water Works Company, Inc. $AWK

NYSE:AWK
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Van Hulzen Asset Management LLC Increases Stock Position in Palo Alto Networks, Inc. $PANW

NASDAQ:PANW
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Van Hulzen Asset Management LLC Cuts Stock Position in Roper Technologies, Inc. $ROP

NASDAQ:ROP
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Waste Management, Inc. $WM Shares Bought by Van Hulzen Asset Management LLC

NYSE:WM
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Van Hulzen Asset Management LLC Acquires 3,673 Shares of Visa Inc. $V

NYSE:V
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Eaton Corporation, PLC $ETN Shares Sold by Van Hulzen Asset Management LLC

NYSE:ETN
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Van Hulzen Asset Management LLC Sells 63,751 Shares of Cisco Systems, Inc. $CSCO

NASDAQ:CSCO
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IPG Investment Advisors LLC Has $992,000 Stake in Oracle Corporation $ORCL

NYSE:ORCL
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Alibaba Group Holding Limited $BABA Holdings Lifted by IPG Investment Advisors LLC

NYSE:BABA
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1,197 Shares in Monolithic Power Systems, Inc. $MPWR Acquired by IPG Investment Advisors LLC

NASDAQ:MPWR
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IPG Investment Advisors LLC Has $1.79 Million Position in MercadoLibre, Inc. $MELI

NASDAQ:MELI
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IPG Investment Advisors LLC Makes New Investment in Wabtec $WAB

NYSE:WAB
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925 Shares in Comfort Systems USA, Inc. $FIX Purchased by IPG Investment Advisors LLC

NYSE:FIX
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IPG Investment Advisors LLC Acquires Shares of 25,060 Edison International $EIX

NYSE:EIX
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8,302 Shares in Welltower Inc. $WELL Bought by IPG Investment Advisors LLC

NYSE:WELL
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IPG Investment Advisors LLC Invests $1.90 Million in Cadence Design Systems, Inc. $CDNS

NASDAQ:CDNS
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