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Apple iPhone 17 Lineup May Not Draw Consumers 'Standing In Line' Or 'Beating Down The Doors' As AT&T CEO John Stankey Sees No 'Supercycles' Without AI - Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL)
Benzinga· 2025-09-11 04:29
On Tuesday, AT&T Inc. T CEO John Stankey cast doubt on Apple Inc.'s AAPL ability to spark blockbuster iPhone sales cycles without a major artificial intelligence breakthrough, while Wall Street analysts said the iPhone 17 lineup delivers upgrades but still feels incremental.‘I Don't See Supercycles' Without AI: StankeySpeaking with Yahoo Finance at Goldman Sachs' Communacopia + Technology Conference, Stankey said the days of iPhone "supercycles" — years when redesigns or major features drove record demand — ...
Werner Enterprises, Inc. (WERN) Morgan Stanley's 13th Annual Laguna Conference Transcript
Seeking Alpha· 2025-09-11 04:28
Question-and-Answer SessionSo yes, I think the debate continues on the macro and the cycle as to whether we are going into an all-mighty recession or we are going into a huge rebound. I'm sure you know the answer to that question. So if you please enlighten us, that would be amazing.Christopher WikoffExecutive VP, Treasurer & CFO Absolutely. Yes, we'll get right to the answer. No, maybe just to back up and maybe we'll just all take a bite at just overall describing the macro, at least from a demand standpoi ...
Werner Enterprises, Inc. (WERN) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
Seeking Alpha· 2025-09-11 04:28
Question-and-Answer SessionSo yes, I think the debate continues on the macro and the cycle as to whether we are going into an all-mighty recession or we are going into a huge rebound. I'm sure you know the answer to that question. So if you please enlighten us, that would be amazing.Christopher WikoffExecutive VP, Treasurer & CFO Absolutely. Yes, we'll get right to the answer. No, maybe just to back up and maybe we'll just all take a bite at just overall describing the macro, at least from a demand standpoi ...
Global Payments: Worldpay Deal, High Recovery Potential, Plus Massive Buybacks (NYSE:GPN)
Seeking Alpha· 2025-09-11 04:27
In my previous Global Payments (NYSE: GPN ) analysis titled Global Payments: Massive Potential With Or Without Worldpay Deal, I pointed out how GPN has significant potential once the Worldpay transaction is completed in 2026, although they can do veryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many ...
Why I Bought Global Payments: Worldpay Deal, High Recovery Potential, Plus Massive Buybacks
Seeking Alpha· 2025-09-11 04:27
In my previous Global Payments (NYSE: GPN ) analysis titled Global Payments: Massive Potential With Or Without Worldpay Deal, I pointed out how GPN has significant potential once the Worldpay transaction is completed in 2026, although they can do veryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many ...
ACME Group partners with Japan's IHI Corporation to develop India's largest green ammonia project in Odisha
The Economic Times· 2025-09-11 04:25
The two companies had singed an initial Memorandum of Understanding (MoU) in 2023. The project has achieved significant milestones, including the establishment of a joint venture partnership and IHI Corporation’s acquisition of a 30% stake in ACME Clean Energy Private Limited, the company said in a release. Additionally, the necessary land for the project has been secured, and the Front-End Engineering Design (FEED) has been successfully completed, the statement added. The facility is planned to produce ap ...
Nuuly’s Growth Potential Is The Best Reason To Buy Urban Outfitters (NASDAQ:URBN)
Seeking Alpha· 2025-09-11 04:16
Group 1 - Urban Outfitters is a holding company primarily known for its Urban Outfitters clothing stores, and it also owns brands like Free People and Anthropologie [1] - The target demographic for Urban Outfitters stores is young, upscale consumers [1] Group 2 - The author of the article has a background in writing for the Motley Fool Blogging Network and focuses on restaurants, retailers, and food manufacturers [1] - The author typically seeks long-term investment opportunities and plans to hold stocks for several years [1]
Oracle Surges In After-Hours Trading After Popping 36%, Larry Ellison Briefly Becomes Richest Person - Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)
Benzinga· 2025-09-11 04:06
Oracle Corp. ORCL shares are trending on Thursday.Check out the current price of ORCL stock here.The Texas-based company surged 35.95% in the regular trading session on Wednesday and gained an additional 1.42% in after-hours trading, reaching $333, following the release of exceptional first-quarter fiscal 2026 results that revealed record-breaking AI infrastructure demand.Record-Breaking RPO Growth Drives Stock RallyThe enterprise software giant reported Remaining Performance Obligations (RPO) totaling $455 ...
Australian Strategic Materials Ltd (ASMMF) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-09-11 04:00
PresentationIan Gandel Good morning. I am Ian Gandel, Chair of Australian Strategic Materials, and it's my pleasure to welcome you to this Extraordinary General Meeting of the company. I'd like to begin by acknowledging the traditional custodians of the land on which we are meeting and pay my respects to their elders past and present. I also extend my respect to Aboriginal and Torres Strait Islander people here today. I'm joined by my fellow Board members: Kerry Gleeson, Gavin Smith and Dominic Heaton, remo ...
Dr Reddy’s shares slip nearly 2% on investor concerns amid $50 million foray into anti-vertigo category
The Economic Times· 2025-09-11 04:00
The transaction covers 18 markets across APAC and EMEA, with India and Vietnam identified as focus geographies. Stugeron, which contains the antihistamine Cinnarizine, is prescribed for vestibular disorders and vertigo.In India, the brand leads the Cinnarizine-represented pharmaceutical market (RPM) and ranks second in the broader anti-vertigo represented pharmaceutical market (eRPM). The deal will help Dr. Reddy’s strengthen its Central Nervous System (CNS) portfolio and expand in the anti-vertigo space.“ ...