Group 1 - The Ministry of Human Resources and Social Security announced three new scenarios for personal pension withdrawals, effective from September 1 [2] - New scenarios include medical expenses exceeding the average disposable income, receiving unemployment insurance for 12 months, and receiving minimum living security [2] Group 2 - New Oriental's CEO was rumored to be under investigation, leading to a significant stock price drop, which was later denied by the company [2] - New Oriental has initiated legal action against the spread of false information [2] Group 3 - Haikou's Longhua District Development and Reform Commission announced low salary standards for temporary hires, with monthly salaries of 2,700 yuan for undergraduates and 3,000 yuan for graduates [3] - The salary for temporary hires is fixed and does not increase annually [3] Group 4 - Starbucks will raise salaries by 2% for all North American employees, a shift from previous practices where raises were determined by managers [5] - The company is undergoing a transformation aimed at improving service quality and reducing wait times [5] Group 5 - Xiaomi reported a revenue of 116 billion yuan for Q2 2025, a year-on-year increase of 30.5%, with electric vehicle revenue at 206 billion yuan [16] - The company aims to focus on vehicle deliveries and has seen a significant reduction in operating losses [16] Group 6 - Bubble Mart reported a revenue of 138.8 billion yuan for the first half of 2025, a year-on-year increase of 204.4% [17] - The company achieved a net profit of 47.1 billion yuan, reflecting a growth of 362.8% [17] Group 7 - Xpeng Motors reported a revenue of 182.7 billion yuan for Q2 2025, a year-on-year increase of 125.3% [18] - The company delivered 103,181 vehicles in the quarter, a 241.6% increase year-on-year [18] Group 8 - ZTO Express reported a net profit of 40 billion yuan for the first half of 2025, a decrease of 1.4% year-on-year [19] - The company's revenue increased by 9.8% to 227.233 billion yuan [19] Group 9 - China Resources Beer reported a net profit of 57.9 billion yuan for the first half of 2025, a year-on-year increase of 23% [20] - The company's revenue was 239.4 billion yuan, reflecting a growth of 0.8% [20]

Group 1: Intel and SoftBank Investment - Intel announced a $2 billion investment from SoftBank, with shares rising 5.4% pre-market, as SoftBank will purchase Intel common stock at $23 per share [3] - This investment will position SoftBank as the sixth largest investor in Intel, holding an equity stake of slightly less than 2% [3] - SoftBank's CEO, Masayoshi Son, emphasized the importance of advanced semiconductor manufacturing in the U.S. and Intel's critical role in this expansion [4] Group 2: Sinclair and Tegna Merger Talks - Sinclair has reportedly proposed a merger of its broadcast TV operations with Tegna, which is in advanced talks for a potential sale to Nexstar Media Group [5] - The merger faces challenges due to the combined debt load of Sinclair and Tegna, with Tegna's shares valued between $25 to $30 per share [6] - Sinclair is undergoing a strategic review of its broadcast business and considering separating its Ventures portfolio [6] Group 3: Crocs and NFL Partnership - Crocs has entered a multi-year licensing agreement with the NFL to produce team-branded clogs for 14 NFL teams, adding to its existing sports partnerships [8] - The company anticipates absorbing $90 million in tariff costs this year, leading to a forecasted revenue reduction of 9% to 11% for Q3 [9] - Despite the new partnership, Crocs' shares have declined 23% this year, with most of the drop occurring in the last 30 days [10]

Core Insights - The article discusses the author's investment strategy and portfolio, highlighting a focus on a diverse range of stocks [1] Group 1 - The author expresses a beneficial long position in NVDA and AVGO, indicating confidence in these stocks [2] - The analysis aims to provide contrasting views to assist other investors in their decision-making process [1] - The author emphasizes the importance of conducting personal research before making investment decisions due to inherent risks [3]

Here is what you need to know about this relatively unknown AI chip stock, and whether investors should consider buying into the hype today. This small company hopes to capitalize on the edge AI opportunities that could be worth billions of dollars over the next several years. The booming demand for artificial intelligence (AI) has opened the door for up-and-coming companies to enter the public markets. Ambiq Micro (AMBQ -7.04%) is the latest initial public offering (IPO) stock success story. It recently be ...

8月1日消息，当地时间周四，全球芯片设计巨头Arm Holdings股价遭遇剧烈震荡，单日跌幅达12%，创 下2024年10月以来最大单日跌幅。此次暴跌源于公司周三盘后发布的2025财年第二季度(截至2025年6 月)财务指引远低于市场预期，引发投资者对AI芯片需求增长放缓的担忧。 根据Arm周三披露的财报，公司预计第二季度调整后每股收益(EPS)将位于29美分至37美分区间，中值 33美分较华尔街分析师此前预测的35美分低5.7%。尽管公司第一季度(截至2025年3月)财报显示，营收 同比增长12%至9.28亿美元，调整后EPS为40美分(超预期1美分)，但管理层对第二季度的保守展望成为 股价崩塌的导火索。 摩根士丹利分析师指出，Arm的指引隐含两大风险：一是授权业务增长动能减弱，二是版税收入增速可 能因智能手机市场饱和而承压。数据显示，Arm第一季度授权业务营收同比增长18%，但管理层在电话 会议中承认，部分大客户(如高通、联发科)的新一代芯片设计周期延长，导致订单交付延迟。 面对股价暴跌，Arm首席财务官杰森·柴尔德(Jason Child)在电话会议中试图安抚市场："第一季度业绩证 明我们的业务模式具 ...

Group 1 - Arm Holdings' shares fell 12% following the release of its earnings guidance, which was below Wall Street expectations [1] - The company projected second-quarter adjusted earnings between 29 cents and 37 cents per share, while Wall Street had anticipated 35 cents [1] - Arm forecasted second-quarter revenue of $1.01 billion to $1.11 billion, aligning with consensus estimates of $1.05 billion [1] Group 2 - CEO Rene Haas indicated that Arm is exploring the possibility of designing its own processors, moving beyond its current architecture [2] - The company has established its reputation by selling the architecture for chips used in devices from major companies like Microsoft and Amazon [2] - Haas mentioned the potential for developing additional subsystems, chiplets, or complete solutions [2]

All right. You got a guess for us. >> Yes, I do.Bring them in. >> All right. Shares of ARM Wow.are sliding after what some regard as a disappointing outlook. I'm going to hold off from that characterization because we happen to have ARM CEO Renee Haw with us from CBC. Renee, I don't think you would necessarily agree with the idea that you gave us a disappointing forecast last night.>> Uh, good morning, Jim. Uh, and, uh, please extend your contract. We love you at at CNBC.You know, uh, last quarter was a gre ...

Arm Holdings盘前下跌7%，其第一财季净利润同比下降42%。 ...

Core Insights - Arm Holdings is increasing its investment in self-developed chips, marking a significant shift from its long-standing reliance on intellectual property licensing [1] - The company's first fiscal quarter report showed sales of $1.05 billion, slightly below market expectations of $1.06 billion, and adjusted earnings per share of $0.35, in line with expectations [1] - For the second fiscal quarter, Arm forecasts adjusted earnings per share between $0.29 and $0.37, below the analyst average expectation of $0.36, with revenue expected between $1.01 billion and $1.11 billion, consistent with the $1.06 billion expectation [1] Company Strategy - Arm plans to develop a complete range of products including chiplets, physical chips, motherboards, and systems, with chiplets serving as modular components for building complete processors [2] - The self-developed chip initiative is seen as an extension of Arm's CSS business, which integrates IP into semi-custom services, targeting the high-margin data center market [2] - Previous indications of Arm's self-developed chip plans emerged during a lawsuit with Qualcomm, where Qualcomm accused Arm of competing with its customers [2] Market Impact - The shift towards self-developed chips may lead to direct competition with existing customers, potentially straining relationships and trust [3] - High costs associated with chip development could increase future earnings uncertainty, and the timeline for profitability from the new strategy remains unspecified [3] - The market has already reacted negatively to Arm's strategic shift, as evidenced by an 8% drop in stock price following the announcement [1][2]

Shares of Ambiq Micro, a chipmaker backed by larger companies like Arm Holdings, nearly doubled in value in the stock's first day of trading on Wednesday. https://t.co/hFAF5dWTp6 ...