DiDi Global: Dominant Market Position With Visible Upside Optionality
Seeking Alpha· 2025-07-16 13:10
My recommendation for DiDi Global Inc. ( OTCPK:DIDIY ) is a buy rating. I believe DIDIY has successfully turned the corner on profitability and is now positioned for multi-year margin expansion. With a dominant ride-hailing moatI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to lon ...
The Gross Law Firm Notifies Shareholders of Fortrea Holdings Inc.(FTRE) of a Class Action Lawsuit and an Upcoming Deadline
GlobeNewswire News Room· 2025-07-16 13:09
NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Fortrea Holdings Inc. (NASDAQ: FTRE). Shareholders who purchased shares of FTRE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/fortrea-holdings-inc-loss-submission-form/?id=156711&from=3 CLASS PERIOD: Ju ...
Petco Health and Wellness Company, Inc. Class Action: The Gross Law Firm Reminds Petco Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of August 29, 2025 – WOOF
GlobeNewswire News Room· 2025-07-16 13:08
NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF). Shareholders who purchased shares of WOOF during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/petco-loss-submission-form/?id=156710&from=3 CLASS PERIOD ...
Sarepta Therapeutics, Inc. Class Action: The Gross Law Firm Reminds Sarepta Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of August 25, 2025 – SRPT
GlobeNewswire News Room· 2025-07-16 13:08
NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Sarepta Therapeutics, Inc. (NASDAQ: SRPT). Shareholders who purchased shares of SRPT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/sarepta-loss-submission-form/?id=156709&from=3 CLASS PERIOD: June 22, 2 ...
SuperCom Secures New Contract in Tennessee, Expanding U.S. Presence into 11th New U.S. State in Less Than a Year
Prnewswire· 2025-07-16 13:07
Rapid U.S. Expansion: Over 20 new contracts, 10 new service providers, and 11 new states since mid-2024TEL AVIV, Israel, July 16, 2025 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secure solutions for the e-Government, IoT, and Cybersecurity sectors, announced today that it has secured a new electronic monitoring (EM) contract through an agreement with an established service provider in Tennessee to deploy its PureSecurity EM technology. This marks SuperCom's entry into its 11th new U.S. st ...
Southern Company's Power Plan Gets a Nod to Meet Surging AI Demand
ZACKS· 2025-07-16 13:06
Key Takeaways Southern Company's 2025 IRP aims to meet an 8,500 MW load increase driven by AI and industry needs. SO's power plan includes 4,000 MW in renewables, 1,500 MW battery storage and 1,000 miles of grid upgrades. Capacity boost features nuclear upgrades, gas additions and 40-year hydro plant modernization efforts.The Southern Company (SO) recently announced that its Georgia Power subsidiary received approval from the Georgia Public Service Commission (“PSC”) for its 2025 Integrated Resource Plan ...
Mild price gains for gold, silver in quieter summertime trading
KITCO· 2025-07-16 13:06
Core Insights - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets, including roles as a financial journalist and market analyst [1][2] - He has covered all futures markets traded in the U.S. and has worked with various financial news and advisory services [1][2] Company and Industry Summary - Jim Wyckoff operates an analytical, educational, and trading advisory service called "Jim Wyckoff on the Markets" [2] - He has held positions as a technical analyst for Dow Jones Newswires and as a senior market analyst with TraderPlanet.com [2] - Wyckoff is also a consultant for the "Pro Farmer" agricultural advisory service and was the head equities analyst at CapitalistEdge.com [2] - He provides daily market roundups and technical analysis on Kitco.com [3]
BlackRock's AUM Touches Record $12.53T as Q2 Earnings Top Estimates
ZACKS· 2025-07-16 13:06
Core Insights - BlackRock (BLK) has become the first asset manager to exceed $12 trillion in assets under management (AUM), reaching $12.53 trillion in Q2 2025, which significantly contributed to adjusted earnings of $12.05 per share, surpassing estimates by 13% and increasing 16% year-over-year [1][9] Financial Performance - Total revenues on a GAAP basis were $5.42 billion, reflecting a 13% year-over-year increase, although slightly below the consensus estimate of $5.43 billion [2][9] - Investment advisory and administration fees rose 15% to $4.28 billion, while technology services and subscription revenues surged 26% to $499 million; however, performance fees dropped 43% to $94 million [8][9] - Total expenses increased by 23% to $3.69 billion, primarily due to a 17% rise in employee compensation and benefits [10] AUM and Market Dynamics - The record AUM was driven by an 18% year-over-year increase, supported by strong U.S. stock market performance and robust net client inflows [3][9] - BlackRock experienced total net inflows of $68 billion in the quarter, with significant contributions from cash and money-market funds ($22 billion), digital asset ETFs ($14 billion), and alternative investments ($9.8 billion) [4] Client Activity - A notable withdrawal of $52 billion by a large Asian institutional client from a low-cost index strategy negatively impacted long-term net inflows, which decreased by 10% year-over-year to $46 billion [2][9]
TechnipFMC Partners With Equinor to Enhance Heidrun Field
ZACKS· 2025-07-16 13:06
Key Takeaways FTI won a significant iEPCI contract from Equinor for the Heidrun extension in the Norwegian North Sea. The award followed a successful iFEED phase that optimized field layout and minimized lifecycle costs. The project supports Heidrun's long-term output while reducing environmental impact and capital expenditure.TechnipFMC plc (FTI) , a Houston, TX-based oil and gas equipment and services company, has been awarded a significant integrated Engineering, Procurement, Construction, and Installa ...
PYPL vs. UPST: Which Fintech Disruptor Is the Smarter Investment?
ZACKS· 2025-07-16 13:06
Core Insights - The fintech landscape is evolving, with PayPal and Upstart Holdings emerging as significant players in different sectors [1][2][3] PayPal Overview - PayPal is transitioning from a transactional payment provider to a comprehensive commerce platform, focusing on user experience and international expansion [4][6] - Despite a nearly 14% decline in stock year-to-date, core operating metrics show resilience, with transaction margin dollars up 7% year-over-year and Venmo revenues increasing by 20% [5][3] - The Buy Now, Pay Later (BNPL) segment is performing well, with volumes rising over 20% and monthly active accounts increasing by 18% year-over-year [5] - PayPal is expanding internationally, with initiatives in Germany and the U.K., and partnerships with Coinbase, Amazon, and Shopify enhancing growth prospects [6][4] - Short-term pressures on margins are anticipated due to investments in modernization and competition from major players like Visa and Mastercard [7] Upstart Overview - Upstart is leveraging AI to disrupt traditional credit underwriting, automating 92% of loans in Q1 2025 and increasing conversion rates from 14% to 19% year-over-year [8][10] - The company is diversifying its offerings beyond personal loans into auto refinancing and HELOCs, with auto originations up 42% and HELOCs up 52% sequentially [10] - Upstart's marketplace model has diversified funding sources, with over 50% of volume backed by committed capital, and credit quality is improving with 32% of originations from super-prime borrowers [10][8] - Challenges include lower take rates due to competition and initial modest margins in newer products, alongside macroeconomic uncertainties [11] Financial Estimates - PayPal's 2025 sales and EPS are expected to rise by 2.9% and 9.5% respectively, with EPS estimates trending upward [12] - Upstart's 2025 sales are projected to increase by 59.46%, with EPS estimates also showing positive trends [13] Valuation Comparison - PayPal shares are considered undervalued with a Value Score of B, trading at a forward Price/Sales ratio of 2.1X [15] - Upstart shares are viewed as overvalued with a Value Score of F, trading at a forward Price/Sales ratio of 6.03X [15] Performance Insights - Over the past month, Upstart has outperformed PayPal and the S&P 500 composite [16] Conclusion - Both companies have unique strengths, with Upstart's rapid growth driven by AI innovation, while PayPal offers stability and a mature global payment infrastructure [19][20] - PayPal's diversified growth drivers and strategic evolution position it as a more reliable choice for investors seeking resilient growth [20][21]