Mon.Jan 06, 2025

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Commercial Metals (CMC) Q1 2025 Earnings Call Transcript

The Motley Fool

Image source: The Motley Fool. Commercial Metals (NYSE: CMC) Q1 2025 Earnings Call Jan 06, 2025 , 11:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Hello, and welcome, everyone, to the fiscal 2025 first quarter earnings call for CMC. Joining me on today's call are Peter Matt, CMC's president and chief executive officer; and Paul Lawrence, senior vice president and chief financial officer.

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Second Verse Same as the First: Guardian Returns to Digital Infrastructure Market

Private Equity Professional

Guardian Capital Partners has acquired Team LINX , a Denver-based provider of technology-related infrastructure services. LINX delivers a range of technology infrastructure products and services, including structured cabling, wireless networks, audiovisual systems, and security platforms such as access control and surveillance. Its customer base includes data centers, hospitals, financial institutions, and schools.

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1 Nvidia-Backed Artificial Intelligence (AI) Stock to Buy Hand Over Fist in 2025 (Hint: It's Not SoundHound AI)

The Motley Fool

Generally speaking, when businesses generate excess profits, they may choose to invest in areas such as research and development (R&D), bolster marketing budgets, or increase hiring efforts in certain departments. However, from time to time, a company may invest in other businesses and acquire a small equity stake. In 2024, a 13F filing revealed that semiconductor giant Nvidia has ownership positions in six publicly traded companies -- Applied Digital , Arm Holdings , Nano-X Imaging , Recurs

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Former KKR Korea exec departs to launch new PE firm

Private Equity Wire

Lim Hyoung-seok, a former Vice President at KKR Korea, has left the global private equity firm after nine years to establish his own private equity fund, Neos Equity Partners, according to a report by the Korea Economic Daily. Lim joined KKR Korea in 2016 as a Managing Director and played a leading role in numerous high-profile investments across South Korea during his tenure, helping position KKR as a prominent player in the countrys private equity market.

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This Healthcare Stock Could Become a Major Artificial Intelligence (AI) Player

The Motley Fool

Investors looking to benefit from the exciting artificial intelligence (AI) market are likely to turn to the tech sector first. It's an understandable strategy. That's where many, if not most, of the prominent AI leaders operate. However, there are exciting companies in other industries that are quietly incorporating AI into their businesses and could eventually become leaders.

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Former Bear Stearns, JP Morgan energy investors pass $460m for latest Arroyo fund

AltAssets

Energy and power investor Arroyo has registered more than $460m for its latest fund targeting deals across North American and Chile. The post Former Bear Stearns, JP Morgan energy investors pass $460m for latest Arroyo fund appeared first on AltAssets Private Equity News.

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Interested in Quantum Computing but Can't Decide Which Stocks to Buy? You Might Want to Check Out This ETF.

The Motley Fool

During the past few months, a new pocket of the artificial intelligence (AI) realm has come into the spotlight. Investors have been cheering on quantum computing stocks, and companies such as IonQ , Rigetti Computing , and Quantum Computing have drawn a good deal of attention. Whenever an exciting new opportunity starts to become mainstream, it can be tempting to follow the crowd and buy into the narrative.

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Why Nvidia Stock Rallied to a Record High Monday Morning

The Motley Fool

Nvidia (NASDAQ: NVDA) stock hit a new all-time high Monday morning, shaking off its mid-December slump and jumping as much as 5.3%. As of 1:19 p.m. ET, the stock was still up 4.7%. There were a couple of developments that sent the artificial intelligence (AI) chipmaker higher, as shareholders eagerly await an update from the company's rock star CEO.

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KKR accuses Bain Capital of NDA breach in Fuji Soft acquisition battle

Private Equity Wire

US private equity giant KKR has escalated its battle with rival buyout firm Bain Capital over the acquisition of Japanese software company Fuji Soft, accusing Bain of violating a non-disclosure agreement (NDA), according to a report by Reuters. On Monday, KKR sent a letter to Fuji Soft, urging the company to file a court injunction to stop Bain’s alleged breach.

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Tennessee pension major picks ICG, Lightspeed for latest fund commitments

AltAssets

The $70bn-managing Tennessee Consolidated Retirement System has picked out ICG and Lightspeed Ventures for its latest alternative investment commitments. The post Tennessee pension major picks ICG, Lightspeed for latest fund commitments appeared first on AltAssets Private Equity News.

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Coalesce Capital makes Pearl Meyer investment

Private Equity Wire

Coalesce Capital (Coalesce), a private equity firm focused on investing in business services companies, has completed a majority growth recapitalisation in executive compensation and leadership consultancy, Pearl Meyer & Partners (Pearl Meyer). As part of the deal, Pearl Meyers management team has retained a meaningful stake in the company and will partner closely with Coalesce.

Capital 97
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Why NuScale Power Stock Tanked 39.5% Last Month

The Motley Fool

Shares of NuScale Power Corporation (NYSE: SMR) fell 39.5% in December, according to data from S&P Global Market Intelligence. The small modular nuclear reactor (SMR) start-up pulled back last month after a monster run for most of 2024, likely due to a broad pullback for growth and artificial intelligence (AI) stocks in the month. An announcement from competitor GE Vernova may have catalyzed the sell-off as well.

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Pemberton adopts Broadridge’s Sentry Private Credit PMS

Private Equity Wire

Pemberton Capital Advisors, a European private credit manager backed by insurers Legal & General, has adopted global fintech Broadridges Sentry Private Credit Portfolio Management solution as it looks to scale its private debt and CLO businesses. The solution is purpose-built technology designed to streamline activities, including portfolio management, research, hypothetical position analysis, trading, and compliance across the entire investment lifecycle, optimising workflow efficiency.

Legal 95
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Why Intel Stock Is Falling Today

The Motley Fool

Intel (NASDAQ: INTC) stock price was down by 2.9% as of 3 p.m. ET Monday, even as the S&P 500 index was up by 0.5% and the Nasdaq Composite had gained 1% for the day. The chipmaker's decline appears to be linked to an article published late Friday by The Wall Street Journal that highlighted the challenges facing the company. The pullback for the stock looks even more significant because most major chip stocks were rallying Monday after Foxconn's fourth-quarter report arrived with bullish ind

Companies 189
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CC Capital outbids Bain with $1.8bn takeover offer for Australia’s Insignia Financial

Private Equity Wire

Insignia Financial’s shares surged to a three-year high on Monday after the Australian financial services company announced an AUD2.87bn ($1.78bn) takeover bid from US-based private investment firm CC Capital Partners, according to a report by Reuters. The offer surpasses a previous AUD2.67bn bid from private rival buyout firm Bain Capital. The proposed deal would provide CC Capital, which was founded nearly a decade ago by former Blackstone private equity co-head Chinh Chu, access to Aust

Bidding 73
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Prediction: The 2 Best Vanguard Index Funds of 2024 Will Beat the S&P 500 Again in 2025

The Motley Fool

Vanguard founder John Bogle was an outspoken advocate of passive investing. In 1976, under his leadership, the company introduced the industry's first index fund for individual investors. Vanguard has since become one of the world's largest asset managers, and has built a reputation for offering a wide selection of low-cost investment options. The two Vanguard index funds that delivered the best returns in 2024 are listed below: Start Your Mornings Smarter!

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Catalyst Global Financial Growth Receives Investment from Aquiline

FinSMEs

Catalyst Global Financial Group, a George Town, Cayman Islands-based international financial services and technology firm, received an investment from Aquiline. The amount of the deal was not disclosed. The transaction is subject to regulatory approval by the Cayman Islands Monetary Authority. The company intends to use the funds to scale its business, invest in its […] The post Catalyst Global Financial Growth Receives Investment from Aquiline appeared first on FinSMEs.

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Why AI Chip Stocks Broadcom, Marvell, and Arm Holdings Rallied Again Today

The Motley Fool

Shares of artificial intelligence (AI) chipmakers like Broadcom (NASDAQ: AVGO) , Marvell Technology (NASDAQ: MRVL) , and Arm Holdings (NASDAQ: ARM) rallied on Monday. At one point, they were up by 4%, 4.4%, and 5.4%, respectively. As of 1:26 p.m. ET, their gains had moderated to 1.2%, 1.7%, and 4.9%, respectively. AI-related chip stocks sold off a bit during the last couple of weeks of 2024, but they got a lift Friday on signs of strong AI chip demand.

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Orbis Medicines Raises €90M in Series A Funding

FinSMEs

Orbis Medicines, a Copenhagen, Denmark-based oral macrocycle drug discovery company, raised 90M in Series A funding. The round was led by NEA with participation from new investors including Eli Lilly and Company, Cormorant, the Export and Investment Fund of Denmark and founding investors Novo Holdings and Forbion. The company intends to use the funds for […] The post Orbis Medicines Raises 90M in Series A Funding appeared first on FinSMEs.

Funds 59
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Talk Your Book: Direct to Consumer Venture Capital

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by The Cashmere Fund: See here for more information on accessing Venture Capital with the Cashmere Fund On today’s show, we discuss: Celebrity connections within Venture Capital Utilizing networks for private investments How Cashmere was able to bring this to retail investors The tech stack needed to pull off consumer VC Getting around rules and regulations for non-acc.

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EIB fears ‘reputational disaster’ over revised EU green reporting

Financial Times: Moral Money

Internal memo reveals multilateral lenders fear that new rules will put its climate credentials at risk

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Nigeria’s Seplat moves in to fill gap as foreign oil companies retreat

Financial Times M&A

Buyer of ExxonMobils assets in the west African country wants to double production within six months

Companies 106
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Western investors ‘stupid’ to shun arms industry, says Nato official

Financial Times: Moral Money

Rob Bauer calls on banks, pension funds and rating agencies to change outdated policies in face of rising threats

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PBS Biotech Raises $17M in Growth Funding

FinSMEs

PBS Biotech, a Camarillo, CA-based provider of single-use bioreactor systems and bioprocess development services, raised $17M in Growth funding. Backers included Avego Management, and BroadOak Capital Partners. The company intends to use the funds to accelerate its new product innovation, process development services, and quality system improvements, further advancing the cell therapy industry.

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Why Plug Power Stock Rocketed Higher Today

The Motley Fool

Shares of hydrogen producer and fuel cell maker Plug Power (NASDAQ: PLUG) soared 22.2% Monday, as of 1:45 p.m. ET. That extended Friday's gain that came after the U.S. Department of the Treasury released final rules for the clean hydrogen production tax credit established by the Inflation Reduction Act (IRA). Plug shares are rallying on the news, as these rules seem to offer flexibility that could especially benefit Plug Power with its diverse hydrogen business.

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Tesla, BYD, and a two-speed global transition

Financial Times: Moral Money

China is far outpacing the west in the shift to electric vehicles

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Why Navitas Semiconductor Stock Is Surging Today

The Motley Fool

Navitas Semiconductor (NASDAQ: NVTS) stock is seeing big gains in Monday's trading. The chip specialist's share price was up 11.3% as of 2:15 p.m. ET. Meanwhile, the S&P 500 index was up 0.5%, and the Nasdaq Composite index was up 1%. The broader market is rallying today, and the semiconductor industry is seeing particularly strong gains thanks to news that bodes well for Nvidia and other players in the artificial intelligence ( AI ) space.

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KKR urges Fuji Soft to take legal action against Bain in $4bn takeover fight

Financial Times M&A

Public battle between private equity bidders for software company tests new ground in Japan

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Why Wolfspeed Stock Is Jumping Today

The Motley Fool

Wolfspeed (NYSE: WOLF) stock is gaining ground in Monday's trading. The company's share price was up 4.1% as of 2:45 p.m. ET and had been up as much as 12.4% earlier in the daily session. Meanwhile, the S&P 500 index had climbed 0.5%, and the Nasdaq Composite index was up 0.1%. The broader market is rallying today, and the semiconductor industry is seeing particularly strong bullish momentum thanks to Foxconn's recent quarterly report.

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Private equity wants your retirement funds

Financial Times M&A

Plus, Nippon sues the US over blocked steel deal and the pressure is on for new investment banker hires to deliver

Funds 79
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Why Super Micro Computer Stock Is Soaring Today

The Motley Fool

Super Micro Computer (NASDAQ: SMCI) stock is making big gains in Monday's trading trading. The company's share price was up 11% at 10:45 a.m. ET. Supermicro stock is surging today thanks to bullish coverage from an analyst. Lynx Equity recently published bullish coverage on the stock, and the firm thinks that new hardware from Nvidia will lift the server specialist's performance.

Capital 100
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Nadeem Meghji on Real Estate Recovery

Blackstone News

The post Nadeem Meghji on Real Estate Recovery appeared first on Blackstone.

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Why BlackBerry Stock Is Soaring Today

The Motley Fool

BlackBerry (NYSE: BB) stock is posting big gains in Monday's trading. The company's share price was up 11% as of 11:15 a.m. ET. Meanwhile, the S&P 500 (SNPINDEX: ^GSPC) was up 1.2%, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) was up 1.9%. BlackBerry stock is surging today thanks to a series of announcements from the company's QNX division, which is focused on creating software for vehicles.

Companies 100
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Headline Leads USD50m Series B for Chile’s Buk

Private Capital Investment in Latin America

Headline led a USD50m Series B for Buk , a Chile-based human resource management platform, with participation from Greenoaks, Base10, Endeavor Catalyst and Workday. The post Headline Leads USD50m Series B for Chiles Buk appeared first on LAVCA.

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Marvell Technology: Buy, Sell, or Hold?

The Motley Fool

One of the biggest semiconductor sector winners last year was Marvell Technology (NASDAQ: MRVL) , up 83%. Unsurprisingly, this was due to its burgeoning artificial intelligence chip business. Marvell has a smaller but similar portfolio to Broadcom 's (NASDAQ: AVGO) semiconductor business, which is a collection of ASICs (application specific integrated chips) that cloud giants use to create their own custom AI accelerators, networking chips and digital signal processors for AI data centers, and o

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Nadeem Meghji on Blackstone’s Top Real Estate Bets

Blackstone News

The post Nadeem Meghji on Blackstones Top Real Estate Bets appeared first on Blackstone.

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Is Microsoft an Undervalued AI Stock Right Now?

The Motley Fool

Microsoft (NASDAQ: MSFT) is one of the most valuable companies in the world when measured by market capitalization. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks *Stock prices used were the afternoon prices of Jan. 2, 2025. The video was published on Jan. 4, 2025.

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