Belden shares surged after record quarterly results and AI data-center demand, while its $1.85 billion RUCKUS Networks acquisition and Buy-rated analyst outlook fuel further growth expectations.

Memory chip costs and customer delays pressured Aurora profitability.

Communication-Network Software providers like VISN and GNSS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

Vistance's Q2 earnings miss estimates as lower legacy license sales and memory costs pressured results, while DOCSIS 4.0 offers growth potential.

Vistance Networks Inc (VISN) navigates a transformative quarter with the Ruckus sale, while navigating memory chip challenges and lowering full-year guidance.

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first half of 2026, the LVS Event-Driven Portfolio appreciated 4.6% (net), and the LVS Levered Event-Driven Portfolio gained 6.5% (net) while the LVS Growth Portfolio declined 4.2% (net). […]