Amdocs (DOX), a software provider for mobile network operators, is trading at historically low valuation multiples due to market fears about AI disruption. Despite this, the company remains deeply integrated with major customers like AT&T and T-Mobile, with a predictable $4.3 billion revenue backlog and near 100% renewal rates in managed services. Amdocs is actively adapting to the AI era by exiting low-margin businesses, launching AI-driven products, and acquiring new AI capabilities. The company offers a 4.4% dividend yield, aggressive share buybacks, and double-digit dividend growth, providing investors a cushion against market pessimism.
Across Protocol suffered a loss of less than $4 million after an attacker fabricated $41.7 million in fake Solana deposit events using 1,627 single-use wallets. The attack targeted 18 chains, but Risk Labs' relayer paid out only $4.5 million on 581 f...
Liberty Global's Q2 update shows mixed headline results but improved underlying trends, especially at VodafoneZiggo. The company is advancing its plan to separate Ziggo Group by 2027 and is converting portfolio assets into cash, providing strong down...
Crocs is considered fairly valued at $125, driven by stable operations, high gross margins, and strong international expansion. International sales are expected to grow from 41% in 2023 to 48.6% by 2025, supported by direct-to-consumer sales and new ...
Arbitrum has launched an upgrade that supports multiple virtual machines, allowing developers to write smart contracts in languages like Rust and C++ beyond just Solidity. This broadens development options and reduces friction for teams preferring di...
Bitcoin options markets remain bullish with call options dominating both open interest and trading volume, despite a 3.14% decline in total open interest to $33.20 billion. Calls make up 66.24% of outstanding contracts, signaling traders' continued o...
