Daily Brief United States: NVIDIA Corp, CoreWeave, UiPath Inc, Credo Technology Group Holding, Treehouse Foods, AppLovin , Atkore Inc, Linde , Warner Bros Discovery , Catalyst Bancorp Inc and more

• Inference compute is going increase by a factor of one billion. It’s already gone up at least 2x in the past twelve months
• OpenAI will become the next multi-trillion dollar hyperscaler. NVIDIA is going to make sure this happens
• AI-Related revenues have already reached $1 trillion since all hypercaler revenues are now AI related according to Jensen. Problem solved!

• In its second quarter of 2025, CoreWeave showcased significant growth amid strong demand for AI cloud services.
• The company’s revenue soared by 207% year-over-year, reaching $1.2 billion, with an adjusted operating income of $200 million.
• This marked the first instance of CoreWeave achieving both $1 billion in revenue and $200 million in operating income in a single quarter.

• UiPath saw a near-10% spike in its share price after unveiling high-profile partnerships with OpenAI, Nvidia, and Snowflake, signaling a renewed push into AI-driven enterprise automation.
• The automation software provider announced it will integrate OpenAI’s cutting-edge GPT models, including GPT-5, into enterprise workflows.
• With Nvidia, the collaboration centers on fraud detection and healthcare solutions, while Snowflake will support UiPath’s Agentic Automation platform with its Cortex AI tools.

• Credo Technology Group is riding a wave of explosive growth, with its Q1 FY2026 results showing a 274% yearover-year revenue surge to $223 million and record non-GAAP net income of $98 million.
• This growth reflects its leadership in Active Electrical Cables (AECs) and high-speed optical DSP solutions, which power the AI infrastructure of hyperscale data centers.
• Against this backdrop, Credo has announced its plan to acquire Hyperlume, a privately held firm specializing in ultra-fast microLEDs and ultra-low power circuitry designed to address the bandwidth and energy bottlenecks of traditional interconnects.

• TreeHouse Foods presented their second-quarter results with both positive and negative takeaways.
• The company surpassed its guidance upper ranges for adjusted net sales and adjusted EBITDA, a sign of successful execution in margin improvement strategies.
• However, the volume was pressured due to structural cost reductions and adjustments within their manufacturing network to focus on efficiency.

• AppLovin’s stock has seen a meteoric rise in 2025, with shares climbing over 400% YTD to reach all-time highs.
• The catalyst?
• A powerful blend of robust advertising revenue growth in mobile gaming, aggressive expansion into the ecommerce and nongaming ad sectors, and strategic moves like the launch of its self-serve AXON Ads Manager.

• Atkore Inc., a leading manufacturer in electrical infrastructure, is under fresh scrutiny after activist investor Irenic Capital Management disclosed a 2.5% stake and began pressuring the company to explore a sale.
• The news, first reported by Bloomberg, triggered a 2.2% rise in Atkore’s stock price and follows the company’s own announcement that it is evaluating strategic alternatives with the help of Citi.
• While no formal process has been confirmed, market speculation has intensified around a possible leveraged buyout or private equity-led acquisition.

Key points (machine generated)

• Linde is the largest global producer of industrial gases, crucial for manufacturing but representing a small cost percentage.
• The industry relies on local supply due to the inefficiency of transporting heavy gases over long distances.
• Linde’s business model includes on-site supply (25%), merchant deliveries (32%), and packaged customers (38%), achieving a 33% market share.

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.

• Warner Bros. Discovery has experienced a sharp reversal in sentiment following a meteoric rise in its share price.
• The rally, sparked by rumors of a takeover bid from Paramount Skydance, saw the stock surge 63% from September 11 to September 25, significantly outpacing the broader S&P 500’s 1% gain over the same period.
• However, concerns over the sustainability of this rally have emerged.

Key points (machine generated)

• Catalyst Bancorp, a Louisiana bank with $272 million in assets, has potential for 60-70% value appreciation if sold, currently trading at 653% of tangible book value.
• The bank, established in 1922 and transitioned to a stock institution in 2021, has expanded its branch network under CEO Joe Zanco and a young management team.
• Despite low return on equity, Catalyst Bancorp shows respectable return on assets, improving efficiency ratios, and a high Tier 1 capital ratio of 46.95% after repositioning its balance sheet.

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.