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Aerospike Database 8.0 Wins 2025 SiliconANGLE TechForward Awards
Markets.Businessinsider.Com· 2025-09-30 09:00
MOUNTAIN VIEW, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Aerospike, Inc., today announced that Aerospike Database 8 has been named the winner in SiliconANGLE’s 2025 TechForward Award for Data Platform Tech — Database Systems.Aerospike Database is a real-time distributed data platform built for enterprises deploying intelligent systems that can act, learn, and adapt in real time. It’s built with an AI-forward design that integrates directly with machine learning pipelines and streaming frameworks. This allo ...
Wayfair Stock Is Back From the Dead and Up 339%. Can It Keep Soaring?
The Motley Fool· 2025-09-30 07:34
Wayfair's business and stock have delivered a surprising comeback. Here's what's driving it.Few stocks were hit as hard in the post-pandemic shift as Wayfair (W 2.80%), the online home furnishings retailer. Wayfair benefited from multiple trends during the pandemic. First, e-commerce sales spiked as consumers took to online shopping instead of visiting stores, and the need to work and learn remotely drove a surge in demand for home furnishings. In general, spending on the home rose during the pandemic as co ...
小摩看好2026年零售业:家得宝(HD.US)、百思买(BBY.US)、Wayfair(W.US)入选重点关注名单
Zhi Tong Cai Jing· 2025-09-29 04:29
摩根大通分析师克里斯托弗·霍弗斯(Christopher Horvers)针对当前消费环境中多重因素交织的背景下 ——包括降息、关税调整、就业增长、加速的财富效应及"一项美丽大法案"的税收刺激政策——对零售 行业展开深度分析,筛选出在动荡投资环境中具备突出潜力的企业。 Wayfair强大的线上业务体系、管理层对费用管控的承诺,以及其作为行业最大在线专业零售商所拥有 的优势产品组合与供应链能力,有望引发盈利预期上调的长期拐点。 此外,企业通过人工智能技术优化平台功能、升级物流体系(如CastleGate物流平台构建的生态系统), 已形成对同行的竞争优势。 对于家得宝而言,其风险敞口更小——企业已采取重大措施降低对外国供应商的依赖,且供应链多元化 布局中大部分商品源自美国本土,这赋予其在成本管理与定价策略上的灵活性,能够有效吸收潜在的价 格冲击,例如近期关税政策带来的成本波动。 同样受房地产市场周期影响的百思买(BBY.US),在霍弗斯的分析框架中展现出与家得宝相似的关联逻 辑,尤其在家电、电视等品类上表现显著。值得注意的是,平板电脑的更新换代周期有望为百思买带来 利好——这类产品占其销售额的33%。 霍弗斯指出 ...
New Trump Tariffs Set For Oct. 1, This S&P 500 Stock Soars
Investors· 2025-09-26 20:21
Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos BREAKING: Bullish Rebound Pares Market's Weekly Losses President Donald Trump on Thursday night announced a fresh wave of tariffs set to launch Oct. 1 taxing imports of heavy trucks, furniture and pharmaceuticals, citing national security purposes. Stocks were mixed, as some domestic manufacturers rose, while higher-end importers, including RH (RH) f ...
Why Is RH Stock Falling Friday? - RH (NYSE:RH)
Benzinga· 2025-09-26 16:29
Core Viewpoint - RH's stock declined due to new tariff announcements and updated manufacturing and spending plans, impacting the home furnishings sector [1][2]. Company Summary - RH anticipates producing approximately 52% of its upholstered furniture in the U.S. next year, with this percentage expected to increase through 2026 [3]. - The company has incorporated about $30 million in additional tariff costs for the second half of the year, net of mitigation, and expects around $40 million in revenue to shift from Q3 to Q4 and Q1 of 2026 [3]. - Projected adjusted capital expenditures are between $200 million to $250 million in 2026 and $150 million to $200 million in 2027 and beyond, aimed at enhancing supply-chain resilience and addressing policy-driven cost pressures [4]. Industry Summary - The new tariffs, including a 30% duty on upholstered furniture, have been met with resistance from U.S. businesses, complicating operating conditions for companies like Ikea [5]. - Competitors such as Williams-Sonoma, Inc. and Wayfair Inc. experienced stock declines following the tariff announcements [5]. - A higher U.S. production mix may help RH mitigate import-related volatility, although near-term tariff costs and revenue timing shifts present execution risks [6].
2 Furniture Stocks Respond to Trump Tariff Updates
Schaeffers Investment Research· 2025-09-26 14:50
Group 1: Market Reaction to Tariffs - Wayfair Inc (NYSE:W) shares are responding positively to President Trump's tariff updates, with a 50% levy on kitchen cabinets and bathroom vanities and a 30% tariff on upholstered furniture [1] - RH (NYSE:RH) shares are experiencing a decline due to the same tariff announcements, indicating a negative market sentiment towards the company [1] Group 2: Stock Performance - Wayfair's stock is up 0.9% to $85.71, reversing previous losses and showing a 92.3% year-to-date gain, while testing support around the $80 level after a high of $91.77 on September 11 [2] - RH's stock is down 2.6% to $205.80, marking its third consecutive loss and a 47.4% deficit for 2025, with support at $200 potentially containing further losses [3] Group 3: Options Trading Activity - Options traders are leaning bearish on Wayfair, as indicated by a high Schaeffer's put/call open interest ratio in the 86th percentile [2] - For RH, options activity shows a significant bearish sentiment with 5,973 puts traded, which is double the typical volume, indicating expectations of further downside [4]
美股异动|特朗普宣布对家具实施高额关税,零售商Wayfair盘前跌超5%
Ge Long Hui· 2025-09-26 08:33
Group 1 - Wayfair (W.US) pre-market drop of over 5.2%, trading at $80.5 [1] - RH (RH.US) pre-market drop of 4.4%, trading at $202 [1] - Announcement of new tariffs by President Trump effective October 1 [1] Group 2 - 50% tariff on all cabinets, bathroom vanities, and related products [1] - 30% tariff on upholstered furniture [1]
Truist上调Wayfair目标价至95美元
Ge Long Hui· 2025-09-26 06:47
Truist将Wayfair的目标价从80美元上调至95美元,维持"买入"评级。(格隆汇) ...
Wayfair Schedules Third Quarter 2025 Earnings Release and Conference Call
Prnewswire· 2025-09-25 11:00
Accessibility StatementSkip Navigation BOSTON, Sept. 25, 2025 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced it will release financial results for its third quarter ending September 30, 2025 before the opening of the market on October 28, 2025. Wayfair will host a conference call at 8 a.m. ET on Tuesday, October 28 to review results. Investors and participants can register for the webcast in advance here. The call will also be available via dial-in here. The arc ...
杰富瑞上调家具零售商Wayfair目标价至102美元
Ge Long Hui· 2025-09-22 03:09
杰富瑞将在线家具零售商Wayfair的目标价从91美元上调至102美元。公司宣布可能向首席执行官提供10 亿美元的长期股权奖励,这表明其对领导层的稳定性充满信心。 ...