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Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

Digitalbox PLC (AIM:DBOX, FRA:RLXB) CEO James Carter spoke with Proactive's Stephen Gunnion about the company's new Creator Network strategy, aimed at accelerating video production, broadening audience reach and supporting future revenue growth. The initiative has already recruited around 200 creators across brands including The Tab, with Digitalbox targeting roughly 500 original videos a month as it diversifies beyond its traditional text-based publishing model. Carter said the expanded output will help the company engage audiences across more platforms and open up further direct advertising opportunities, particularly in the student and entertainment markets. He also addressed how Digitalbox is adapting to shifting social media algorithms, including Meta's push towards original creator content. Despite audience headwinds from the platform changes, Carter said the advertising market remains strong, with advertising returns up 20% year-on-year. Carter highlighted the growing importance of on-platform revenue, which now accounts for around 20% of the company's total — a shift he said increased video output should accelerate. Looking ahead, Carter pointed to audience reach as a key metric: Digitalbox has around 30 million followers across TikTok, Instagram and Facebook, with total reach of roughly 600 million over six months. As he put it, "It could well be transformational for the business." Watch the full interview for James Carter's insights into Digitalbox's Creator Network strategy, video expansion plans, advertising trends and the company's long-term growth ambitions. Visit the Proactive YouTube channel for more interviews with company executives, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Digitalbox #DigitalboxPLC #JamesCarter #CreatorNetwork #DigitalMedia #VideoContent #ContentCreators #MediaIndustry #Advertising #Meta #SocialMedia #InvestorNews #GrowthStrategy #Proactive #SmallCaps

Polymarket and Kalshi traders have stayed completely silent on three struggling consumer brands facing serious balance sheet pressure, and that silence turns out to be one of the most revealing signals of all.

Asian equities traded in the US as American depositary receipts were tracking higher Friday morning,

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The state, which has been at the center of the biggest cyclospora outbreak in the U.S., said this week that the number new cases of cyclosporiasis has fallen.

New Jersey’s attorney general says Amazon used its market dominance over delivery partners and drivers to suppress wages, undermine unionization efforts and curb competition.

SpaceX Stock Warning: 911 Million Locked Shares Are Now Free to Trade

Headline -23K new jobs was more than -100K below the +83K analysts were expecting.

A passenger network it bought a year ago is seeing more demand than it has aircraft to fly, and every aircraft off the production line is one management says it can monetize.

DraftKings Inc. (NASDAQ:DKNG) shares are edging higher Friday morning as traders digest mixed Q2 results and upbeat commentary around its Predictions product. DraftKings stock is moving in positive territory. What’s pushing DKNG stock higher? What’s Driving DraftKings’ Q2 Earnings Results?...

Constellation Energy has underperformed the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

The delay makes passage of the Clarity Act this year much more unlikely.

The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.

CCOI beats Q2 earnings estimates despite a revenue miss as weakness in Sprint Wireline and off-net services offset growth in on-net and wavelength offerings.

Boeing stock is up after the FAA ordered inspections of 471 Boeing 737 MAX jets for potential cracks in a structural reinforcement.

This could be Lucid's last chance.

Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic. It tracks how different AI models would trade if given a live portfolio. Claude AI recently added two names that couldn’t be more different. One is a small biotech with one drug […]

TWLO's Q2 2026 earnings and revenues beat estimates as 22% sales growth, cost discipline and strong cash generation support higher guidance.

Planet Labs PBC has delivered very strong returns over the past three years, yet the broader valuation checks suggest the stock now leans expensive rather than like an obvious bargain. Planet Labs PBC has returned roughly 5.6x over the past three years, which puts extra focus on whether the current price still leaves room for an attractive long term outcome. The recent Scottish Government agreement that uses Planet Labs PBC's AI enabled satellite data can support expectations for ongoing...

SoundHound AI stock has delivered a very large 3 year gain, yet on Simply Wall St's checks the valuation leans expensive and the overall value score remains low. Recent news around the LivePerson transaction and the expansion of its AI agent platform with MUSC Health keeps the story in focus, but the current price still needs to be weighed against these fundamentals. Over the past 3 years, SoundHound AI has returned about 2.7x. This means anyone looking at the stock today is assessing it...

The Wendy’s Company (NASDAQ:WEN) reported stronger-than-expected second-quarter results, but also announced a lower dividend and withdrew its full-year financial outlook as the company’s new management team begins implementing a turnaround strategy. Earnings Beat Wall Street ForecastsWendy’s posted adjusted earnings of $0.

Stablecoin issuer Tether (CRYPTO: $USDT) is expanding its tokenization business to Saudi Arabia.

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

Rick Rieder, CIO of global fixed income at BlackRock, discusses how the company is currently investing in the fixed income market on "Bloomberg The Open."

Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company’s latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

SpaceX and Tesla are building a massive semiconductor fab in Texas that will depend on natural gas power plants, not Tesla solar panels.