Smartkarma Daily Briefs

• Why does Intel Corp (INTC US)’s current CFO state “Intel will use TSMC basically forever”? 
• From Taiwan Semiconductor (TSMC) – ADR (TSM US)’s perspective, they have always maintained a “no competition with customers” principle.  
• Another question remains: who will adopt Intel’s 14A technology in 2027-28?  

• StubHub Holdings, the world’s leading live event marketplace, is expected to price its initial public offering on Tuesday.
• The 20+ times oversubscribed offering may raise up to ~$850M at the high end of the range at $25.00 per share.
• The American online ticketing giant plans to use net proceeds from the offering to repay ~$550M of existing indebtedness outstanding.

• Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US and globally as a whole.
• They are guiding for a 10x revenue increase in cloud computing in just four years which would transform Oracle Cloud from a nobody with 3% market share to a leading player with a business larger than AWS is today.
• Most importantly, this guidance is based on contracted revenue, i.e. revenue that their customers (most importantly OpenAI) basically only can get out by declaring bankruptcy.

Key points (machine generated)

• Clarivate operates in three main segments: Academia & Government, Intellectual Property, and Life Sciences & Healthcare.
• Academia & Government is the largest revenue contributor at 49-52%, followed by Intellectual Property at 29-33%, and Life Sciences & Healthcare at 13-17%.
• About half of Clarivate’s revenues come from the higher education sector, including the top 50 universities worldwide.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Klarna Group (KLAR US) is ineligible for US indices due to incorporation and headquarters in the UK, a foreign listing in the US and a majority of assets in Sweden.
• Klarna Group (KLAR US) is ineligible for EU indices due to a sole listing in the US.
• Klarna Group (KLAR US) can achieve inclusion in Global indices given an eligible nationality and following the lock-up expiry which increases float cap and public voting rights.

• UFP Industries, Inc. has reported its second-quarter financial results for 2025, reflecting a continued trend of challenging market conditions.
• The company reported revenues of $1.8 billion, a decrease of 3.5% compared to the previous year.
• Declines in both unit volumes and pricing were noted across its business segments, although recent acquisitions provided some offsetting positive impacts.

Key points (machine generated)

• FIP offers a long-term investment opportunity with potential value in its business segments exceeding current market capitalization.
• After a stock price increase from $3 to $10, FIP has recently fallen to $6.40, indicating segments may be undervalued and could lead to a 2-3x increase.
• Factors contributing to FIP’s undervaluation include its small market cap, low trading volume, spin-off status, limited analyst coverage, and a conglomerate structure.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• LFVN reported 4QFY25 adjusted EPS of $0.17 versus $0.14, up 21.4% and in line with our forecast. FactSet consensus was $0.18. All % changes are Y/Y.
• Sales in the quarter increased 12.6% to $55.1MM, below our forecast for $59.0MM and FactSet consensus of $56.9MM.
• Management’s implied 4QFY25 sales range was $54.6-61.6MM so it was at the lower end of management’s previous expectations as well.