Hewlett Packard Earnings Preview: It Could Go Either Way, With Plenty Of Risks
Seeking Alpha· 2025-05-19 13:06
Group 1 - Hewlett Packard Enterprise Company (HPE) is set to report its second quarter earnings on June 3rd, with significant topics to discuss including delays in its $14 billion Juniper acquisition and trade pressures [1] - The involvement of activist investors is also a key point of interest for HPE as it prepares for its earnings report [1] Group 2 - The company has a focus on sectors such as AI, fintech, finance, and tech, indicating its strategic interests and potential growth areas [1] - HPE's earnings performance and competitive positioning are critical aspects that will be analyzed in the upcoming report [1]
BURL Trades 10% Below its 52-Week High: What's Next for Investors?
ZACKS· 2025-05-19 13:06
Core Insights - Burlington Stores, Inc. (BURL) shares are currently trading 10% below their 52-week high of $298.89, reached on November 25, 2024, with a recent stock gain of 23.7%, outperforming the Zacks Retail-Discount Stores industry's growth of 7.5% [1] - The company's strategic initiatives and growth prospects have allowed it to outperform the broader Retail-Wholesale sector and the S&P 500 index, which increased by 14.5% and 15.3% respectively in the same period [1] Stock Performance - BURL stock closed at $268.99, trading above its 50-day and 200-day simple moving averages of $237.69 and $260.39, indicating a continued uptrend and positive market sentiment [3] - The stock is currently valued at a low price-to-sales (P/S) multiple of 1.44, below the industry average of 1.88 and the sector average of 1.59, suggesting potential for attractive entry points for investors [6] Strategic Initiatives - The implementation of the Burlington 2.0 model has improved operational performance and customer experience by focusing on a curated selection of well-known national brands and premium private labels [9] - Burlington's adaptable merchandising strategy has enhanced responsiveness to market conditions, allowing the company to capitalize on seasonal shopping trends [10] Expansion and Growth Prospects - In fiscal 2024, Burlington opened a net total of 101 new locations, exceeding its store growth targets, with plans to open at least 100 net new stores annually in fiscal 2025 and 2026 [11] - The company has secured prime retail spaces vacated by other retailers, broadening its national footprint and positioning itself to capture a larger share of the off-price retail market [12] Financial Outlook - Burlington forecasts total sales growth of 6% to 8% for fiscal 2025, driven by store openings and a projected flat to 2% increase in comparable store sales [13] - Adjusted earnings per share are projected between $8.70 and $9.30, indicating growth from the $8.35 reported in fiscal 2024 [14] Cost Challenges - Adjusted selling, general, and administrative (SG&A) expenses rose 4% year over year in the fiscal fourth quarter, reaching $745.6 million, influenced by higher incentive compensation and increased advertising spending [15] - Product sourcing costs increased to $217 million from $210 million in the previous year, impacting overall operational efficiency [16]
COMPUTEX 2025
小熊跑的快· 2025-05-19 13:03
COMPUTEX 2025主题演讲中,英伟达CEO黄仁勋做了AI、加速计算、机器人和企业级AI基础设施等多 方面的分享。 AI的演进路径:从感知到推理,再到物理AI 黄仁勋首先系统回顾了AI的演进过程: Grace Blackwell架构与GB300:性能再突破。 黄仁勋详细介绍了基于全新Grace Blackwell架构打造的 下一代AI计算平台: GB300系统:Blackwell的系统HGX去年年底就开始投产,从2月开始就供货了 , 现在 Grace blackwell正 开始上线 ,几周前已在Coreweave可用,许多CSP已经在使用它。 英伟达将在今年第三季度正式升级至 GB300。GB300将保持相同的架构、相同的物理占用空间、相同的电气机械,但内部芯片已升级。它配 备了新的Blackwell芯片,推理性能提高了1.5倍,HBM内存增加了1.5倍,网络能力提高了2倍 。 B300中央现在是100%液冷,但外部看起来是一样的, 用户 可以将它插入相同的系统和机箱。单个节点 的性能约为40 petaflops,相当于2018年Sierra超级计算机的性能。 1) 感知智能阶段:AI开始具备理解模式的 ...
Toast's Strong Growth, Expanding Margins, And Market Dominance Make It A Buy
Seeking Alpha· 2025-05-19 13:03
Back in February , I argued that Toast Inc. ( TOST ) was way more than just a point-of-sale [POS] company. I felt like the market was missing something obvious — that Toast wasn’t just a cash register on a tablet. It wasWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I ...
Aware Taps Proven Cybersecurity Leader Lona Therrien to Boost Brand as Chief Marketing Officer
GlobeNewswire· 2025-05-19 13:01
New Executive Appointment Signals Continued Commitment to Accelerate Growth Lona Therrien Chief Marketing Officer, Aware, Inc. BURLINGTON, Mass., May 19, 2025 (GLOBE NEWSWIRE) -- Aware, Inc. (NASDAQ: AWRE), a leading global biometric authentication company, today announces Lona Therrien as its new Chief Marketing Officer (CMO). With over 15 years of experience driving growth in the cybersecurity industry, Therrien will lead the company’s global marketing strategy and operations. Therrien brings a proven ...
ArcelorMittal to Invest 1.2B Euros to Decarbonize Operations in Dunkirk
ZACKS· 2025-05-19 13:00
ArcelorMittal (MT) remains dedicated to reducing carbon emissions from its operations in France, working closely with the country’s government, whose strong support has been crucial in protecting the steel industry both in France and across Europe.The European steel sector has been experiencing its most severe downturn since the 2009 financial crisis, prompting ArcelorMittal to postpone some of its decarbonization initiatives in Europe. Nonetheless, the European Commission’s Steel and Metal Action Plan, int ...
Kimberly-Clark to Transfer U.S. Stock Exchange Listing to Nasdaq
Prnewswire· 2025-05-19 13:00
Ticker symbol to remain "KMB"DALLAS, May 19, 2025 /PRNewswire/ -- Kimberly-Clark Corporation (NYSE: KMB), a global leader in the consumer staples industry, announced today that it will voluntarily transfer its U.S. stock exchange listing to the Nasdaq Global Select Market ("Nasdaq") from the New York Stock Exchange ("NYSE"). Kimberly-Clark expects that its common stock will cease trading on the NYSE at market close on Thursday, May 29, 2025, and will commence trading on Nasdaq on Friday, May 30, 2025.About ...
Cirrascale Cloud Services to Offer AMD Instinct™ MI350 Series GPUs and Platforms in its AI Innovation Cloud
GlobeNewswire News Room· 2025-05-19 13:00
SAN DIEGO, May 19, 2025 (GLOBE NEWSWIRE) -- Cirrascale Cloud Services, the leading provider of innovative cloud and managed solutions for AI and high-performance computing (HPC), today announced the upcoming availability of the AMD Instinct™ MI350 Series GPUs and platforms in its AI Innovation Cloud. This new addition will give customers access to powerful new options for training large-scale AI models, accelerating high-throughput inference, and running complex HPC simulations. AMD Instinct MI350 Series GP ...
Taiwan Semiconductor: An Undervalued Stock Benefiting From Durable Competitive Advantages
Seeking Alpha· 2025-05-19 13:00
Founder of Dividend Mantra. Founder of Mr. Free At 33. Co-Founder of Dividends & Income. I started blogging about my journey to financial independence back in 2011. By living well below my means and intelligently investing my hard-earned capital, I went from below broke at age 27 to financially free at 33 years old. I regularly create content on dividend growth investing, living off of dividends, undervalued high-quality dividend growth stocks, high-yield situations, and other long-term investment opportuni ...
The Rosen Law Firm, P.A. Announces Proposed Class Action Settlement on Behalf of Purchasers of Vertex Energy, Inc. Common Stock - VTNRQ
GlobeNewswire News Room· 2025-05-19 13:00
HOUSTON, May 19, 2025 (GLOBE NEWSWIRE) -- The Rosen Law Firm, P.A. announces that the United States District Court, Southern District of Texas, Houston Division has approved the following announcement of a proposed class action settlement that would benefit purchasers of Vertex Energy, Inc. common stock (OTCMKTS: VTNRQ): UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF TEXASHOUSTON DIVISION ERIC BENDER and NADER MISRI, Individually and On Behalf of All Others Similarly Situated,Plaintiffs,v.VERTEX ENERGY, ...