（原标题：巨头联姻！梅西百货与亚马逊广告服务合作改写零售广告格局） 在零售媒体广告技术领域竞争愈发激烈的当下，一则重磅合作消息引发行业广泛关注 —— 梅西百货 （Macy's）旗下广告部门梅西媒体网络（Macy's Media Network），正式宣布与亚马逊零售广告服务 （Amazon Retail Ad Service）携手，这一动作不仅为广告投放生态注入新活力，更折射出零售媒体行业 的深刻变革。 合作内容：打通广告投放新路径 作为梅西百货的广告 "触手"，梅西媒体网络此次与亚马逊零售广告服务的合作，核心在于重塑广告购 买流程。按照协议，广告商可借助亚马逊广告平台，以及 Pacvue 这类零售广告购买公司，直接在梅西 百货电商网站采购赞助产品广告。这意味着，品牌方无需再通过梅西百货的销售代表或其自有技术体 系，就能触达梅西百货的广告库存，投放路径大幅简化。 梅西百货零售媒体副总裁迈克尔?克兰斯（Michael Krans）将此次合作定义为对现有广告技术体系的 "补充"。目前，梅西百货已与 Criteo 等广告技术企业建立合作，而接入亚马逊零售广告服务后，相当于 在广告投放 "工具箱" 里增添新工具。克兰 ...

Core Viewpoint - Myriad Uranium Corp. and Rush Rare Metals Corp. have signed a letter of intent for a proposed merger, where Myriad will acquire 100% of Rush's outstanding shares, with a share exchange ratio of one Myriad share for every two Rush shares [1][2][3] Company Overview - Myriad Uranium Corp. is a uranium exploration company with a 75% interest in the Copper Mountain Uranium Project located in Wyoming, USA, which has historical uranium deposits and mines [5][6] - Rush Rare Metals Corp. is involved in the merger with Myriad, which aims to consolidate ownership of the Copper Mountain Project for enhanced value [2][3] Merger Details - Under the proposed arrangement, all of Rush's convertible securities will be converted to Myriad shares, and Rush will create a subsidiary, Rush Spinco, to hold its Boxi Property in Quebec [1][2] - The merger is expected to provide Rush shareholders with shares in both Myriad and Rush Spinco, allowing them to retain an interest in the Boxi property [3][4] Strategic Rationale - Both companies believe that unified ownership of the Copper Mountain Project will significantly increase its value and attract institutional investors [3] - Myriad's management emphasizes the historical investment and data supporting the potential of Copper Mountain as a district-scale uranium source for the U.S. [3][6] Conditions for Closing - The transaction is subject to several conditions, including mutual due diligence, execution of a definitive agreement, and approvals from Rush shareholders, the British Columbia Supreme Court, and the Canadian Securities Exchange [4]

Core Insights - Macy's has a strong history of beating earnings estimates and is well-positioned for future earnings success [1][2] - The average surprise for Macy's in the last two quarters was 15.21%, indicating consistent performance above expectations [2] - Macy's current Earnings ESP is +8.70%, suggesting analysts are optimistic about the company's earnings prospects [8] Earnings Performance - In the most recent quarter, Macy's reported earnings of $0.14 per share against an expectation of $0.16, resulting in a surprise of 14.29% [2] - For the previous quarter, Macy's exceeded the consensus estimate of $1.55 per share by reporting $1.80, achieving a surprise of 16.13% [2] Earnings ESP and Zacks Rank - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat, with a success rate of nearly 70% for stocks with this profile [5][6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]

Core Viewpoint - Macy's stock has experienced a decline of 2.99% in the latest trading session, underperforming compared to major indices, despite a significant increase of 17.67% over the past month [1] Financial Performance - The upcoming earnings report for Macy's is projected to show an EPS of $0.18, reflecting a 66.04% decrease year-over-year, with revenue expected to be $4.74 billion, down 4.03% from the same quarter last year [2] - For the entire year, earnings are forecasted at $1.78 per share and revenue at $21.27 billion, indicating declines of 32.58% and 4.57% respectively compared to the previous year [3] Analyst Estimates - Changes in analyst estimates for Macy's are crucial as they reflect short-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [4] - The Zacks Rank system, which considers estimate changes, currently rates Macy's at 4 (Sell), indicating a less favorable outlook [6] Valuation Metrics - Macy's is trading at a Forward P/E ratio of 7.69, significantly lower than the industry average of 17.2, suggesting that the stock is trading at a discount [7] - The Retail - Regional Department Stores industry, to which Macy's belongs, ranks in the bottom 22% of all industries, with a current Zacks Industry Rank of 194 [7][8]

Core Viewpoint - Myriad Uranium Corp. is actively advancing its uranium exploration projects, particularly the Copper Mountain Uranium Project in Wyoming and the Red Basin Project in New Mexico, with significant upcoming catalysts that could enhance resource estimates and project economics [1][4][6]. Company Overview - Myriad Uranium Corp. holds a 75% interest in the Copper Mountain Uranium Project and a 100% interest in the Red Basin Project [1][5]. - The Copper Mountain project has historical significance, with past production from the Arrowhead Mine totaling 500,000 lbs of U₃O₈ during the 1950s and 60s [5]. - Approximately 2,000 boreholes have been drilled at Copper Mountain, with Union Pacific having invested an estimated US$78 million in exploration and development [6]. Upcoming Catalysts - An important upcoming catalyst is the assay of around 1,500 additional samples from late 2024 drilling at Copper Mountain, which could confirm new mineralization and enhance resource estimates [4]. - Positive assay results could significantly improve grades and interval thicknesses, potentially positioning Copper Mountain as one of the largest uranium projects in the U.S. [6]. Project Details - The Red Basin Project contains shallow historical uranium resources and offers strong potential for resource expansion, with a planned geophysical survey in 2025 [6]. - Myriad has also expanded its acreage to encompass approximately 800 of 1,050 historical boreholes in the Red Basin [6]. Investor Engagement - Myriad's CEO, Thomas Lamb, will present at the Metals & Mining Virtual Investor Conference on July 24, 2025, providing an opportunity for real-time investor engagement [1][2].

Core Insights - Myriad Uranium Corp. has entered into three service agreements for investor relations services, enhancing its strategic communication and visibility in the uranium sector [1][2][3] Group 1: Service Agreements - Myriad has signed a Service Agreement with Departures Capital Inc. for strategic consulting and investor communications, effective July 16, 2025, for a one-year term, with a payment of US$25,000 (approximately C$34,500) [1] - A Service Agreement with SOMA Public Relations has been established for strategic communications services from August 1, 2025, to November 30, 2025, totaling $30,000 ($7,500 per month) [2] - Myriad has also entered into a Professional Services Agreement with HoldCo Markets Advisory Inc. for research and social media services, effective July 15, 2025, for one year, with a total payment of $39,600 ($3,300 per month) [3] Group 2: Project Developments - The CEO of Myriad highlighted the potential of the Copper Mountain Uranium Project, indicating that recent assays show significantly higher uranium grades than previously reported, suggesting the presence of more mineralization than initially thought [4] - The project has a historical investment of C$117 million (2024 dollars) in exploration and development, with over 2,000 historical boreholes drilled [4][10] - Myriad is conducting an additional ~1,500 assays to potentially upgrade existing intervals and expand the project's scale and grade [4] Group 3: Historical Estimates and Resources - Historical estimates related to the Copper Mountain Project are considered relevant but should not be relied upon as current mineral resources or reserves, as they have not been verified by a qualified person [5][6] - The nature of the mineralization at Copper Mountain presents inherent limitations in estimating resources from drill data [6][7] - A program of digitization and re-logging or re-drilling is required to verify historical estimates and establish current resources [8]

Summary of Key Points Core Viewpoint - Macy's Inc (NYSE:M) stock is facing significant resistance around the $12.60 level, which has limited gains for the past couple of months, and the 100-day moving average is also exerting overhead pressure, indicating potential downturns in the future [1] Group 1: Stock Performance - The stock is currently trading at $12.59, reflecting a 1.1% increase [1] - Since reaching a four-year low of $9.76 on April 8, Macy's stock has struggled to recover and is down approximately 26% year-to-date [3] Group 2: Technical Indicators - The stock is within 0.75 of the 100-day moving average's 20-day average true range (ATR), having spent over 80% of the last 10 days and two months above this level [2] - Historical data shows that after similar technical signals in the past three years, Macy's stock was lower one month later 80% of the time, averaging a 7.8% loss, which would place the shares at approximately $11.61 if this trend continues [2] Group 3: Options Market Sentiment - There is a potential unwinding of optimism among options traders, as indicated by a high 10-day call/put volume ratio of 7.47, which ranks higher than 86% of readings from the past year [3]

Group 1: Price Trends and Inflation - The implementation of new tariffs by the Trump administration is leading to noticeable price increases in various retail categories, particularly in footwear, apparel, and bags, with a trend of "tagged inflation" emerging [1][2] - DataWeave's analysis shows that footwear prices have risen by approximately 4%, with specific increases of 4.2% at Macy's, 3.1% at Nordstrom, and 2% at Dillard's [1] - Apparel prices have seen more moderate increases, with Dillard's at 2%, Macy's at 1.9%, and Nordstrom at 1.8% [1] Group 2: Supply Chain and Tariff Impact - The price increase is closely linked to the type of product and supply chain structure, with footwear heavily reliant on Chinese manufacturing, making it sensitive to tariff changes [2] - A survey by the Footwear Distributors and Retailers of America (FDRA) indicates that over half of the respondents expect retail prices to rise by 6% to 10% due to increased tariffs [2] - The American Apparel and Footwear Association (AAFA) has warned that new tariffs on back-to-school items could lead to price increases of 10% to 30% [2] Group 3: Trade Agreements and Future Implications - The recent trade agreement with Vietnam, imposing a 20% tariff on Vietnamese goods and up to 40% on "transshipped" products, poses a significant challenge for brands like Nike, Lululemon, and H&M that rely on Vietnamese manufacturing [3] - Vietnam is projected to surpass China as the largest supplier of footwear to the U.S. by 2025, with 274 million pairs of shoes imported in 2024, accounting for over half of the total sneaker imports [3] - The overall import costs are expected to rise significantly due to the combination of existing tariffs and the new agreement [3] Group 4: Consumer Behavior and Market Response - Retailers are beginning to pass on the price increases to consumers, with the National Retail Federation noting that the impact of tariffs is becoming evident on retail shelves [4] - The former CEO of Walmart highlighted that consumer choices will ultimately determine whether inflation trends will solidify, as consumers may opt for non-tariffed alternatives if prices rise [4] - Investment analysts are observing that core import prices have already increased, indicating that inflationary pressures are beginning to transmit through the supply chain [4]

Group 1 - Macy's shares have declined approximately 6.9% over the past month, underperforming the S&P 500 index [1] - Recent estimates for Macy's have trended downward, with a consensus estimate shift of -43.04% [2] - The stock has an average Growth Score of C, a Momentum Score of F, and a Value Score of A, resulting in an aggregate VGM Score of B [3] Group 2 - The overall outlook for Macy's indicates a downward shift in estimates, leading to a Zacks Rank of 4 (Sell) and expectations of below-average returns in the coming months [4] - Macy's is part of the Zacks Retail - Regional Department Stores industry, where Dillard's has gained 2.7% over the past month [5] - Dillard's reported revenues of $1.53 billion for the last quarter, reflecting a year-over-year decline of -1.3%, with an EPS of $10.39 compared to $11.09 a year ago [5] - For the current quarter, Dillard's is expected to post earnings of $3.47 per share, indicating a change of -24.4% from the previous year, with a Zacks Consensus Estimate change of +2.3% over the last 30 days [6]

Core Insights - Myriad Uranium Corp. reports significant chemical assay results from the Copper Mountain Uranium Project, indicating grades up to 60% higher than previously reported probe equivalents, suggesting a more extensive high-grade uranium mineralization than previously estimated [1][2][3] Drilling Results - The drilling program focused on the Canning Deposit, identified as the largest mineralized area based on historical data from Union Pacific's 1979 mine plan [2] - Confirmed U3O8 grades across 34 boreholes are significantly higher than eU3O8 probe grades, with the deepest intercept (CAN0034) showing a 242% increase over its equivalent probe grade [3][4] - Chemical assay will be the primary reporting method for Copper Mountain going forward, as it provides more accurate results compared to gamma probe readings [3][4] Historical Context - The initial drill campaign results suggest that the historical estimate of 15-30 million pounds U3O8 across six deposits may be conservative, with potential for new, previously unaccounted mineralization [4] - The findings support previous internal documents from Neutron Energy, indicating the potential for "several hundred million pounds" of uranium at Copper Mountain [4] Future Plans - The company has submitted a Plan of Operations application to drill high-priority prospects, which could increase the number of permitted boreholes to 70 [22] - The drilling program aims to explore deeper mineralization beyond the 600 feet level previously drilled by Union Pacific, with encouraging results from the latest borehole [15][16] Technical Aspects - Drilling was conducted using diamond core and reverse circulation methods, with core samples processed for further analysis [18] - Downhole logging utilized spectral gamma probes to measure gamma emissions, providing insights into mineral composition and aiding in lithological determination [19][20]