Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the merger between Blackboxstocks Inc. and REalloys Inc. for Blackboxstocks shareholders, who will own approximately 7.3% of the combined company upon closing [1]. Group 1: Investigation Details - The investigation focuses on whether Blackboxstocks and its board violated federal securities laws or breached fiduciary duties by not obtaining the best possible consideration for shareholders and failing to disclose all material information necessary for assessing the merger [3]. - Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures, and other relief related to the proposed transaction [4]. Group 2: Legal Representation - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, having recovered millions for defrauded investors [5].

1. 8月25日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.18%，标普500指数期货 跌0.22%，纳指期货跌0.31%。 几乎没有赢家的"糟糕决策"!智库炮轰美政府巨资入股英特尔(INTC.US)。美国政府上周五宣布，将向 陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是"对几乎 所有人都不利的糟糕决策"。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通 "华尔街神算子"警告：市场对美联储降息过于乐观。有"华尔街神算子"之称的Fundstrat策略师Tom Lee 向投资者发出警告，称市场目前对美联储可能降息的预期过于乐观。Lee表示，虽然美国经济已出现放 缓迹象，但持续的通胀仍是一个重大问题。他认为，美联储必须做出艰难的抉择。Lee解释道："一方 面，经济正出现放缓迹象，而降低利率或许能起到刺激作用。"他表示："另一方面，通胀仍然是一个令 人担忧的问题，过早降息可能会加剧通胀。"他认为市场目前对降息的预期过于乐观。Lee强调，美联储 应该继续"依赖数据，不要仓促做出决定"，并表示只有在出现通胀放缓和劳动力市场疲 ...

1. 8月25日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.18%，标普500指数期货 跌0.22%，纳指期货跌0.31%。 2. 截至发稿，德国DAX指数跌0.25%，英国富时100指数涨0.13%，法国CAC40指数跌0.65%，欧洲斯托 克50指数跌0.44%。 3. 截至发稿，WTI原油涨0.79%，报64.16美元/桶。布伦特原油涨0.70%，报67.69美元/桶。 市场消息 降息狂欢后美股接连迎"大考"：英伟达(NVDA.US)财报、PCE数据本周重磅登场!美联储主席杰罗姆·鲍 威尔为9月降息打开大门后，美股以连续上涨的姿态结束了上周交易。本周，全球市值最高公司、AI行 业领军者英伟达的财报将考验这场推动股市重回历史高点附近的夏季反弹行情。经历周初的短暂回调 后，鲍威尔在杰克逊霍尔年会上的表态引发市场大幅飙升，推动道琼斯工业平均指数创下历史新高，其 他主要指数也强势上扬。英伟达将于周三收盘后发布季度财报，这将是本周的核心事件。与此同时，经 济日历将比财报日历更为繁忙，包括通胀数据、GDP增长、房屋销售和消费者信心等多项数据将陆续公 布。 "华尔街神算子"警告：市场对美联储降息过 ...

1. 8月25日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.18%，标普500指数期货跌0.22%，纳指期货跌0.31%。 | ■ US 30 | 45,548.50 | 45,665.50 | 45,520.50 | -83.20 | -0.18% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,452.40 | 6,474.00 | 6,446.40 | -14.50 | -0.22% | | 틀 US Tech 100 | 23,426.00 | 23,536.00 | 23,393.40 | -72.10 | -0.31% | 2. 截至发稿，德国DAX指数跌0.25%，英国富时100指数涨0.13%，法国CAC40指数跌0.65%，欧洲斯托克50指数跌0.44%。 | 德國DAX30 | 24,310.75 | 24,330.26 | 24,213.00 | -59.99 | -0.25% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 9,321.40 | ...

Group 1 - Thoma Bravo is set to acquire Verint Systems, valuing the company at approximately $2 billion, including debt [1] - The announcement of the agreement may occur as early as Monday, although a final decision has not yet been made [1] - Following the news, Verint's stock price rose by 6% to $20.47, with a market capitalization of around $1.2 billion, and continued to increase by 18% in after-hours trading [1] Group 2 - Verint Systems is headquartered in Melville, New York, and claims to be a leader in customer experience automation, serving approximately 10,000 clients across 175 countries [1] - The company has been publicly traded on the NASDAQ since 2002 [1] - In February 2021, Verint completed a spin-off of Cognyte Software, which focuses on investigative analytics software, with Cognyte's market capitalization estimated at $639 million [1]

Buyout firm Thoma Bravo is nearing a deal to acquire Verint Systems that would value the call center software maker at about $2 billion, including debt https://t.co/ZwVwI31XJ1 ...

过去12个月，Dayforce在纽约交易的股价下跌约5%，公司市值约为84亿美元。该公司股票同时在多伦 多证券交易所上市交易。 Thoma Bravo四月同意以106亿美元现金收购波音公司飞行导航部门及其他数字资产，七月又以20亿美 元达成收购餐厅软件制造商Olo Inc.的交易。该机构还就潜在收购Verint Systems Inc.进行过洽谈。 知情人士称，该收购方计划将Dayforce私有化，交易可能在未来几周内宣布。尽管谈判已进入深入阶 段，但仍可能延迟或破裂，且不排除出现其他竞购者的可能性。 根据其官网信息，去年从Ceridian HCM Holding Inc.更名的Dayforce提供人工智能驱动的招聘、薪酬管理 和员工职业发展软件，客户涵盖医疗保健、零售、酒店及金融服务等行业。彭博汇编数据显示，该公司 目前负债约12亿美元，企业价值超过90亿美元。 智通财经APP获悉，据知情人士透露，私募股权公司Thoma Bravo正就收购人力资源管理软件提供商 Dayforce(DAY.US)进行谈判。 在私募股权公司面临资本配置挑战的市场环境下，由联合创始人奥兰多·布拉沃领导的Thoma Bravo今年 ...

Company Performance - ESS Tech, Inc. reported a quarterly loss of $0.9 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.88, but an improvement from a loss of $1.8 per share a year ago, indicating a year-over-year improvement [1] - The company posted revenues of $2.36 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.75%, but showing significant growth from $0.35 million in the same quarter last year [2] - Over the last four quarters, ESS Tech has surpassed consensus EPS estimates two times, but has not been able to beat consensus revenue estimates [2] Stock Performance - ESS Tech shares have declined approximately 71.3% since the beginning of the year, contrasting with the S&P 500's gain of 10% [3] - The company's earnings outlook and management's commentary on the earnings call will be crucial for the stock's immediate price movement [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is -$0.65 on revenues of $1.3 million, and for the current fiscal year, it is -$3.56 on revenues of $6 million [7] - Ahead of the earnings release, the estimate revisions trend for ESS Tech was favorable, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6] Industry Outlook - The Electronics - Miscellaneous Products industry, to which ESS Tech belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Company Performance - GoDaddy reported quarterly earnings of $1.41 per share, exceeding the Zacks Consensus Estimate of $1.34 per share, and up from $1.1 per share a year ago, representing an earnings surprise of +5.22% [1] - The company posted revenues of $1.22 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.12%, and an increase from $1.12 billion year-over-year [2] - Over the last four quarters, GoDaddy has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance - GoDaddy shares have declined approximately 21.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current Zacks Rank for GoDaddy is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.47 on revenues of $1.23 billion, and for the current fiscal year, it is $5.92 on revenues of $4.9 billion [7] - The outlook for the Internet - Delivery Services industry, to which GoDaddy belongs, is currently in the top 12% of over 250 Zacks industries, suggesting a favorable environment for performance [8]

Core Insights - Five9 Inc. reported strong second-quarter 2025 results with adjusted earnings of $0.76 per share, exceeding estimates by 16.9% and showing a year-over-year increase of 46.2. Quarterly revenues reached a record $283.27 million, up 12.4% year over year, and beating estimates by 3% [1][10]. Financial Performance - Subscription revenues grew by 16% year over year, driven by a significant increase in Enterprise AI revenues, which rose by 42% year over year [2][10]. - Five9 achieved a 24% adjusted EBITDA margin and generated $21.6 million in free cash flow in the second quarter, indicating strong operational efficiency [7]. Product and Technology - The company offers a virtual contact center cloud platform that includes applications for customer service, sales, and marketing functions [3]. - Five9's platform features interactive virtual agents, agent assistance, workflow automation, and AI insights, optimizing customer interactions across various channels [4]. Strategic Partnerships - Strategic partnerships with major companies like Salesforce, Microsoft, ServiceNow, Verint Systems, and Alphabet have enhanced Five9's AI tool development and platform integration, contributing to client acquisition and retention [6]. Future Guidance - For Q3 2025, Five9 forecasts revenues between $283.0 million and $286.0 million, with adjusted EPS projected between $0.72 and $0.74, indicating year-over-year growth of 4.5% [8]. - For fiscal 2025, the revenue forecast is between $1.1435 billion and $1.1495 billion, reflecting a year-over-year growth of 9.8% [9]. Valuation Metrics - Five9 is currently trading at a forward P/E of 8.73X, significantly lower than the industry average of 27.50X and the S&P 500's 19.29X [10]. - The company has a price/sale ratio of 1.67X and a price/book ratio of 2.58X, both below industry averages, indicating an attractive valuation [10]. Market Outlook - Despite a year-to-date stock price decline of 40.3%, brokerage firms project a short-term price target increase of 51.2% from the last closing price of $24.28, suggesting a favorable risk-reward ratio [14][15].