Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback (NASDAQ:AAOI)
Seeking Alpha· 2025-10-31 11:41
It's been about 2.5 years since I initiated coverage on fiber-optic networking products company, Applied Optoelectronics ( AAOI ), wherein I rated the stock a Buy, betting on the company’s business model transition. In the article, I pointed outI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure:I/we have no stock, op ...
Labor and inflation statistics from alternative sources: Here's what to know
Youtube· 2025-10-31 11:41
The government shutdown is now 31 days old and there has been very little economic data coming from the government during that period. But there are some alternative sources that are providing labor and inflation statistics. For that we get to our senior economics reporter Steve Leeman.He's been searching for data high and low and he's come up with some pretty interesting things. Good morning Steve. >> Hey, good morning Becca.Yeah, we're able to put together a preliminary estimate of jobless claims. I'll ex ...
Applied Optoelectronics: Growing Hyperscaler Ties Bode Well For A Comeback
Seeking Alpha· 2025-10-31 11:41
Core Viewpoint - The article discusses the investment perspective on Applied Optoelectronics (AAOI), highlighting a positive outlook based on the company's transition in its business model [1]. Company Analysis - Applied Optoelectronics is a fiber-optic networking products company that has undergone a significant business model transition over the past 2.5 years [1]. - The initial rating of the stock was a Buy, indicating confidence in the company's future performance and strategic direction [1]. Industry Context - The author has a background in technology analysis and has expanded coverage to include commodities and energy sectors, reflecting the ongoing energy transition in the market [1].
Fruzzetti: You have to be disciplined around valuation heading into the end of the year
Youtube· 2025-10-31 11:40
I want to get to your word of the day. Your word of the day is discipline. What are you being disciplined about.Isn't this the day just to put money in mega cap tech. I mean, we're seeing the capex go up. We're seeing Nvidia making deals.Why aren't we just jumping back into tech today. >> Just for that reason. I think you have to be disciplined around valuation as we, you know, head into the end of the year.And I think that, you know, fundamentals still matter to some degree, but I understand the momentum. ...
AV and OpenJAUS Announce Collaboration for Autonomous Uncrewed System (UxS) Interoperability
Businesswire· 2025-10-31 11:40
ARLINGTON, Va.--(BUSINESS WIRE)---- $AVAV #AVAV--AV and OpenJAUS Announce Collaboration for Autonomous Uncrewed System (UxS) Interoperability. ...
Amgen Stock: Analyst Estimates & Ratings
Yahoo Finance· 2025-10-31 11:37
Amgen Inc. (AMGN) is a leading biopharmaceutical company headquartered in California. The company harnesses advanced biology and technology to discover, develop, manufacture, and deliver innovative medicines for serious illnesses, including cancer, heart disease, osteoporosis, inflammation, and rare diseases. The company’s market capitalization stands at $157.2 billion. Shares of Amgen have underperformed the broader market over the past 52 weeks. AMGN has declined 7.5% over this time frame, while the bro ...
Strength Seen in Allbirds, Inc. (BIRD): Can Its 12.6% Jump Turn into More Strength?
ZACKS· 2025-10-31 11:37
Group 1: Stock Performance - Allbirds, Inc. (BIRD) shares increased by 12.6% to close at $8.39, with trading volume significantly higher than usual, and a 29.8% gain over the past four weeks [1] Group 2: Product Innovation and Strategy - Management is focusing on aligning product innovation, marketing, and customer experience to revitalize brand momentum, including the launch of fully waterproof shoes made from wool, which highlights ongoing product innovation [2] - The rollout of modern lifestyle footwear featuring Allbirds' signature design and materials aims to reinforce brand distinctiveness and support market positioning [2] Group 3: Financial Expectations - The company is projected to report a quarterly loss of $2.64 per share, reflecting a year-over-year change of +1.5%, with expected revenues of $35.46 million, down 17.6% from the previous year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Group 4: Industry Context - Allbirds, Inc. operates within the Zacks Retail - Apparel and Shoes industry, where Abercrombie & Fitch (ANF) has seen a 1.4% decline in its stock price, with a -15% return over the past month [4] - Abercrombie's consensus EPS estimate has decreased by 1.5% to $2.18, representing a year-over-year change of -12.8%, and it currently holds a Zacks Rank of 5 (Strong Sell) [5]
Top 3 Financial Stocks That May Rocket Higher In Q4
Benzinga· 2025-10-31 11:36
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players in ...
Clearmind Medicine Advances Fight Against Cocaine Addiction with Publication of U.S. Patent Application for Its Non-Hallucinogenic Neuroplastogen MEAI Therapy
Globenewswire· 2025-10-31 11:35
Core Insights - Clearmind Medicine Inc. has announced a U.S. patent application for its non-hallucinogenic compound MEAI, aimed at treating cocaine addiction, enhancing its intellectual property portfolio [1][2][4] - Cocaine use disorder is a significant global health issue with no FDA-approved treatments, presenting a market opportunity projected to grow from $1.36 billion in 2025 to $2.03 billion by 2032 [2] - MEAI is designed to modulate serotonin and dopamine pathways, potentially offering a safer alternative to existing behavioral interventions for addiction [3][4] Company Overview - Clearmind is a clinical-stage biotech company focused on developing novel neuroplastogen-derived therapeutics for under-treated health problems, including addiction [1][4] - The company currently holds nineteen patent families with 31 granted patents and plans to pursue additional patents to strengthen its intellectual property [5] Market Context - The global market for cocaine addiction treatment is experiencing urgent demand for new solutions, highlighting the potential impact of Clearmind's developments in this area [2][3]
Cboe Global Markets Non-GAAP EPS of $2.85 beats by $0.32, revenue of $605.5M beats by $13.14M (BATS:CBOE)
Seeking Alpha· 2025-10-31 11:34
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