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23.01.26 - 16:12
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Why Is "Canadian Warren Buffett" Panic-Buying Under Armour Stock (ZeroHedge)
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Why Is "Canadian Warren Buffett" Panic-Buying Under Armour Stock
Our shift in coverage on Under Armour began in late September, when we flagged a UBS report from analyst Jay Sole, who forecasted a major inflection point for the long-struggling Baltimore-based apparel company. Sole argued that sentiment would turn positive in FY27, setting the stage for stock outperformance. That bullish thesis has certainly seen its timeline accelerated, with a surge in heavy insider buying igniting a sharp rally this month.
Shares of UAA have surged this month, with year-to-date gains of 27.5%.
If these gains hold through year-end, it would mark the best year for Kevin Plank's company since 2014.
Let's begin with UBS analyst Sole's inflection point call after a ten-year bear market:
Then what really piqued our interest was Fairfax Financial Holdings' disclosure earlier this month of a 22.2% ownership stake in UA, making it the company's largest shareholder.
Insider buying has continued. Bloomb...
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13.01.26 - 20:48
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NetApp ernennt Herrn Paul Fipps zum Mitglied des Verwaltungsrats (Business Wire)
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SAN JOSE, Kalifornien--(BUSINESS WIRE)--NetApp® (NASDAQ: NTAP), das Unternehmen für intelligente Dateninfrastrukturen, gab heute bekannt, dass Paul Fipps, President of Global Customer Operations bei ServiceNow, dem Vorstand des Unternehmens beigetreten ist. Der Vorstand besteht nun aus zehn Mitgliedern, von denen neun unabhängig sind und 50 % innerhalb der letzten fünf Jahre ernannt wurden.
Herr Fipps verfügt über mehr als 20 Jahre Erfahrung in der Förderung von technologiegestütztem Wachstum und Kundentransformation. Bei ServiceNow leitet er derzeit die Bereiche Global Sales, Customer Success, Partner Ecosystems und Field Operations. Zuvor war er als EVP of Worldwide Sales bei ServiceNow sowie als President of Under Armour Connected Fitness und Chief Experience Officer bei Under Armour tätig, wo er für die Bereiche Global Direct-to-Consumer, Connected Fitness und Digital Experiences verantwortlich war. Zuvor war er auch Mitglied des Beirats von Quantum Metric. Herr Fipps verfügt über einen Ba...
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13.01.26 - 17:03
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Flip Hits 300M Automated Call Milestone, Raises $20M to Scale Enterprise Vertical AI (Business Wire)
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Funding round co-led by Next Coast Ventures and Ridge Ventures; total funding reaches $31M
Investment underscores Flip's massive scale: trusted by hundreds of enterprise customers; brands powered by Flip include Under Armour, Tory Burch, and Newell Brands
Outperforming generalist omnichannel agents, Flip has become the standard for high-stakes voice interactions in retail e-commerce, healthcare, and transportation
NEW YORK--(BUSINESS WIRE)--Flip, the AI solution that automates customer service calls for enterprise brands, today announced a $20 million Series A funding round co-led by Next Coast Ventures and Ridge Ventures. The investment recognizes Flip's dominance in the customer experience market, where its technology has now handled more than 300 million calls across hundreds of brands.
The round comes as the enterprise AI market reaches a critical inflection point. While billions of dollars have poured into general-purpose horizontal AI agents, enterprises are finding that these broad models often s...
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12.01.26 - 22:09
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NetApp Appoints Paul Fipps to the Board of Directors (Business Wire)
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SAN JOSE, Calif.--(BUSINESS WIRE)--NetApp® (NASDAQ: NTAP), the intelligent data infrastructure company, today announced that Paul Fipps, President of Global Customer Operations at ServiceNow, has joined its Board of Directors. The board now has ten directors, nine of whom are independent, and 50% of whom have been appointed within the last five years.
Fipps brings more than 20 years of experience driving technology-enabled growth and customer transformation. At ServiceNow, he currently leads global sales, customer success, partner ecosystems, and field operations. He previously served as EVP of Worldwide Sales at ServiceNow and as President of Under Armour Connected Fitness and Chief Experience Officer at Under Armour, overseeing global direct-to-consumer, connected fitness, and digital experiences. He also previously served on the advisory board of Quantum Metric. Fipps holds a B.S. in Information Systems, an MBA from the University of Baltimore, and is a graduate of The Wharton School's Advanced Manag...
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