In today’s briefing:
- VanEck GDX Benchmark Switch: Implications for Zijin and Amman
- Keysight Technologies: Is the Aerospace Edge the Hidden Catalyst For Future Growth?
- nCino’s Mortgage Mastery: The Surprising Bright Spot in a Tough Economy!
- Global Macro Outlook (September): Cheap Vols Meet Seasonal Weakness Across Key Assets
- Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?
- MongoDB: A Tale Of AI Upgrades, Enterprise Focus & Workload Acquisition Strategy!
- Analog Devices: How They Are Capitalizing On Industrials Growth & Capitalizing On Automotive Demand!
- Workday’s Hidden Growth Engine: Why 70% of Customers Can’t Stop Using Its AI!
- Zoom Communication’s Strategic Masterstroke: How Workvivo
- NVIDIA Inside the Future: How Reasoning Agentic AI Could Demand 1,000x More Power!
VanEck GDX Benchmark Switch: Implications for Zijin and Amman
- What is Happening: VanEck shifts GDX’s US$19.5bn benchmark to MVGDX on 19 Sept 2025, cutting constituents from ~62 to 44 with stricter purity and liquidity rules.
- Impact: Estimated US$10bn turnover; Zijin excluded, Pan American added, Amman included short-term but copper-driven revenue mix riks future exclusion under MVGDX’s ≥50% threshold.
- What to Do: Fade Zijin’s mechanical exclusion, stay cautious on Amman, and rotate into high-purity beneficiaries (Agnico Eagle, Pan American Silver, Shandong Gold) likely to gain weight.
Keysight Technologies: Is the Aerospace Edge the Hidden Catalyst For Future Growth?
- Keysight Technologies reported its fiscal third-quarter results for 2025, demonstrating strong execution and resilience in its operations.
- The company achieved a robust 11% year-over-year revenue increase, reaching $1.4 billion, with earnings per share at $1.72, surpassing previous guidance.
- Order growth was also positive, with a 7% increase, supported by growth across both the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG).
nCino’s Mortgage Mastery: The Surprising Bright Spot in a Tough Economy!
- NCino’s latest financial results for the second quarter of fiscal year 2026 present a nuanced picture of the company’s performance and strategic direction.
- The company, which offers cloud-based solutions for financial institutions, reported total revenues of $148.8 million, representing a 12% increase year-over-year.
- Subscription revenues showed a notable 15% rise, reaching $130.8 million.
Global Macro Outlook (September): Cheap Vols Meet Seasonal Weakness Across Key Assets
- Macro assets reveal shifting volatility landscapes, with inexpensive implied vols, seasonal headwinds, and notable divergences across key markets.
- Seasonal pressures are turning negative, with September historically weaker, while risk-reward spreads highlight CSI300 strength and SPASX200 vulnerability.
- Implied vols remain inexpensive across most assets, with NKY, Nifty, and SPASX200 near historic lows despite shifting market dynamics.
Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?
- Box, Inc.’s latest earnings for Q2 FY 2026 highlight a blend of growth and strategic transformation through AIdriven offerings.
- The company reported revenue of $294 million, which reflects a year-over-year growth of 9%, or 7% in constant currency, surpassing their guidance.
- This growth is attributed to an uptick in customer adoption of Box’s AI and advanced workflow solutions.
MongoDB: A Tale Of AI Upgrades, Enterprise Focus & Workload Acquisition Strategy!
- MongoDB’s recent financial performance in the second quarter of fiscal year 2026 illustrates a robust growth trajectory balanced by strategic challenges and opportunities.
- The company reported total revenue of $591 million, up 24% year-over-year, surpassing guidance expectations.
- The growth is majorly driven by Atlas, MongoDB’s cloud database service, which saw a 29% increase in revenue year-over-year, comprising 74% of total revenues.
Analog Devices: How They Are Capitalizing On Industrials Growth & Capitalizing On Automotive Demand!
- Analog Devices, Inc. (ADI) recently reported a strong third quarter for fiscal year 2025, exceeding its revenue and earnings expectations and reflecting double-digit growth across all major end markets.
- The company’s performance illustrates the resilience and diversity of its business model amid ongoing geopolitical and macroeconomic uncertainties.
- A notable highlight is the accelerated recovery in ADI’s industrial sector, which saw robust performance.
Workday’s Hidden Growth Engine: Why 70% of Customers Can’t Stop Using Its AI!
- Workday, Inc. announced its second quarter fiscal year 2026 results, highlighting a mixed bag of financial performance, product innovation, and strategic initiatives designed to strengthen its foothold in the cloud-based enterprise software market.
- The company reported a 14% year-over-year increase in subscription revenue, totaling $2.169 billion, and a non-GAAP operating margin of 29%.
- Total revenue rose to $2.348 billion, marking a 13% growth driven largely by robust demand across several verticals, geographies, and customer segments.
Zoom Communication’s Strategic Masterstroke: How Workvivo
- Zoom Video Communications Inc. reported its second quarter fiscal year 2026 earnings, demonstrating a blend of strengths and areas of caution for investors.
- The company achieved a relatively robust revenue growth of 4.7% year-over-year, totaling $1.217 billion, exceeding the upper range of their projections by $17 million.
- A significant contributor to this performance was the 7% growth in the enterprise segment, which now comprises 60% of total revenue.
NVIDIA Inside the Future: How Reasoning Agentic AI Could Demand 1,000x More Power!
- NVIDIA Corporation’s recent earnings for the second quarter of fiscal 2026 highlighted a record quarter in terms of total revenue, driven by widespread adoption of its comprehensive product suite across various sectors.
- The company reported a total revenue of $46.7 billion, surpassing its expectations with substantial growth noted in its data center segment, which increased by 56% year-over-year.
- The rollout of new technology, including the Blackwell platform and GB300 systems, was cited as a key driver of this growth, facilitating NVIDIA’s expansion in the AI infrastructure space.
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