Texas Instruments Rides AI Boom: Data Center Revenue Up 90%
Heartland Advisors says TXN's data center power management revenue is up more than 90% year over year, and the chipmaker has passed peak capex in its fab buildout.
Topic
Value Investing
Topic
Value Investing
Minot Light Posts 20.3% Net Return, Bets on Rockwell Medical
Minot Light returned 20.3% net in Q2 2026 and named Rockwell Medical a below-net-cash buy it expects to be sustainably cash flow…
Heartland Bets on MSA Safety Margin Recovery
Heartland Advisors added MSA Safety in Q2 2026, betting portable gas detectors and SCBA replacement demand will expand margins af…
Silver Beech Buys Arthur J. Gallagher After 45% Share Collapse
Silver Beech Capital built a stake in Arthur J. Gallagher after the insurer's shares fell 45% from $351 to $191, compressing its…