Billionaire Dai to Reap $237 Million Windfall From Qualcomm Deal
Dai holds a 96.3 million-share stake in the London-listed semiconductor firm, making her its second-largest shareholder. Qualcomm agreed earlier this month to buy Alphawave for about $2.4 billion in cash, in a deal expected to close in the first quarter of next year.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
10 minutes ago
- Yahoo
Woodward (WWD) Surged Following Strong Results
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as Woodward, Inc. (NASDAQ:WWD). Woodward, Inc. (NASDAQ:WWD) designs and develops control solutions for the aerospace and industrial markets. Woodward, Inc. (NASDAQ:WWD) stock fell 4.51% over the past month, but its shares rose 59.31% in value over the last 52 weeks. On August 19, 2025, Woodward, Inc. (NASDAQ:WWD) stock closed at $244.93 per share, with a market capitalization of $14.688 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding Woodward, Inc. (NASDAQ:WWD) in its second quarter 2025 investor letter: "Woodward, Inc. (NASDAQ:WWD) develops and produces control systems and energy conversion solutions and components for the aerospace and industrial end markets. The stock performed well, driven by a quarterly report highlighted by particularly strong performance in the company's aero space aftermarket vertical and considerable margin strength. The potential for a long-waited increased rate of production from large airframe original equipment manufacturers (OEMs) could provide an additional tailwind to growth going forward. Investors also remain optimistic about the company's growing exposure to newer-generation aircraft that is expected to result in a further step-change in aftermarket growth in the latter half of the decade." A close-up of a fuel pump operated by a robotic arm, symbolizing the company's technology-driven industrial solutions. Woodward, Inc. (NASDAQ:WWD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Woodward, Inc. (NASDAQ:WWD) at the end of the first quarter, which was 35 in the previous quarter. In the fiscal third quarter of 2025, Woodward, Inc. (NASDAQ:WWD) reported revenue of $915 million, an increase of 8%, reflecting the strong demand across end markets. While we acknowledge the potential of Woodward, Inc. (NASDAQ:WWD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Woodward, Inc. (NASDAQ:WWD) and shared the list of best large cap defense stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
10 minutes ago
- Yahoo
AeroVironment (AVAV) Rebounded in Q2
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as AeroVironment, Inc. (NASDAQ:AVAV). AeroVironment, Inc. (NASDAQ:AVAV) develops and supports a portfolio of robotic systems and related services. AeroVironment, Inc. (NASDAQ:AVAV) stock fell 10.40% over the past month, while its shares appreciated 25.60% in value over the last 52 weeks. On August 19, 2025, AeroVironment, Inc. (NASDAQ:AVAV) stock closed at $235.18 per share, with a market capitalization of $11.6 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding AeroVironment, Inc. (NASDAQ:AVAV) in its second quarter 2025 investor letter: "AeroVironment, Inc. (NASDAQ:AVAV) is a defense technology provider of integrated capabilities across air, land, sea, space, and cyberspace. Following several quarters of choppy results that caused investors to question the company's future growth prospects after a swift decline in the revenue contribution from Ukraine's war with Russia, the shares rebounded largely on the prospects of increased global defense spending in a number of next-generation product areas that the company provides. After a period of some doubt, the company also closed what we view as a transformational acquisition of BlueHalo." A rocket on its way to the sky, representing the power of the company's unmanned aircraft systems. AeroVironment, Inc. (NASDAQ:AVAV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held AeroVironment, Inc. (NASDAQ:AVAV) at the end of the first quarter, which was 24 in the previous quarter. While we acknowledge the potential of AeroVironment, Inc. (NASDAQ:AVAV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered AeroVironment, Inc. (NASDAQ:AVAV) and shared the list of best Russell 2000 stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
10 minutes ago
- Yahoo
Carillon Eagle Small Cap Growth Fund Views BellRing Brands' (BRBR) Growth Slowdown as Short-Term Blip
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as BellRing Brands, Inc. (NYSE:BRBR). Headquartered in Saint Louis, Missouri, BellRing Brands, Inc. (NYSE:BRBR) provides various nutrition products. The one-month return of BellRing Brands, Inc. (NYSE:BRBR) was -25.62%, and its shares lost 27.37% of their value over the last 52 weeks. On August 19, 2025, BellRing Brands, Inc. (NYSE:BRBR) stock closed at $40.77 per share, with a market capitalization of $5.136 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding BellRing Brands, Inc. (NYSE:BRBR) in its second quarter 2025 investor letter: "BellRing Brands, Inc. (NYSE:BRBR) produces and sells protein-based nutritional beverages and bars for health- and fitness-oriented consumers. The stock delivered lackluster performance as guidance for the upcoming quarter came in below expectations. We feel the slower growth rate is temporary and a reflection of inventory adjustments at the company's warehouse club channel partners, and not a sign of more pervasive slowing at BellRing or in the protein shake category." A wide shot of an aisle in a food store lined with different nutrition products. BellRing Brands, Inc. (NYSE:BRBR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held BellRing Brands, Inc. (NYSE:BRBR) at the end of the first quarter, up from 42 in the previous quarter. In the fiscal third quarter of 2025, BellRing Brands, Inc. (NYSE:BRBR) reported net sales of $548 million, up 6% over prior year. While we acknowledge the potential of BellRing Brands, Inc. (NYSE:BRBR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered BellRing Brands, Inc. (NYSE:BRBR) and shared the list of oversold NYSE stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
