[ORGANIZATION]
Cozad Asset Management Inc.
Featured in 2 tracked stories · first seen
Situations
AI infrastructure demand and technology sector earnings
3 clusters · 37 sources · last updated
Latest: Cisco Systems reports record fiscal 2026 results amid AI cost concerns
Major US technology firms are reporting divergent financial results driven by the demand for artificial intelligence infrastructure. Cisco Systems achieved record fiscal 2026 results, with fourth-quarter revenue rising 1
Institutional investors adjust Salesforce holdings
2 clusters · 2 sources · last updated
Latest: Institutional investors trim holdings in Salesforce and Expeditors
In late July, two hedge funds significantly increased their positions in Salesforce. Rule One Partners bought 87,000 shares (about $16.2 million) and TAM Capital purchased 219,345 shares (about $40.9 million), each makin