Core Insights - The article introduces Alps Capital as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - The financial analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across various sectors, with a particular interest in the Energy sector [2] - The analyst emphasizes the importance of disciplined analysis, downside protection, and long-term thinking in a volatile market [2]

Welcome back. White House borders are Tom H. Homeman is promising to flood the zone with ICE officers at work sites across the country as protests against ISIS immigration raids continue.It's already setting off a whole new wave of panic for small businesses. In fact, one roofing company owner in Florida told our local affiliate NBC 6 that ICE detained a third of his workers, apprehending them when they were on their way to a roofing job. I want to bring in George Kario, CEO and co-founder of the Hispanic C ...

>> On an adjusted EBITDA basis, we've improved by 40 points just in the last two years, so that trajectory is actually moving up pretty rapidly. And at the same time, we continue to open up many new active members. Quarter after quarter.We had an outstanding Q1. We grew our active member base by 23% year over year. So we're seeing growth in active members. We're seeing growth in revenue.>> And that was chime CEO Chris Britt on CNBC earlier. As the fintech company makes its debut on the Nasdaq this afternoon ...

The biggest threat to your startup might not be competition or the market. It might be you. This was a painful lesson I learned after my first startup's roller coaster journey.Founders focus on product, market, and code. But there's an overlooked factor that can make or break a company, the founders's own psychology. And I want to help you avoid learning this the hard way.We rarely talk about how what's inside the founder can sabotage or supercharge a startup. Everyone obsesses over strategy and product but ...

American Airlines Boeing 787 Dreamliner aircraft seen parked in Athens International Airport ATH ... More after arrival preparing for a turn around departure to Chicago ORD airport in the USA as flight no AA161. The Boeing 787-8 modern and advanced wide-body airplane has the tail number registration N812AA and is powered by 2x GE General Electric jet engines. (Photo by Nicolas Economou/NurPhoto via Getty Images)NurPhoto via Getty Images American Airlines (NASDAQ:AAL) shares are currently priced around $11.1 ...

erases its early losses here. Now back to flat. Meantime with the hearing with the Treasury Secretary is now underway.Joining us this morning Roger Altman here at post nine. Evercore senior chairman and founder and former deputy Treasury Secretary Roger thanks for coming in. Good to see you.I'm not sure where you want to start. If you believe. >> We pick up on something that you just said, which is Goldman has up raised its growth forecast for the year from one I think you said to one and a quarter.Yes. But ...

Core Viewpoint - SolarEdge Technologies (NASDAQ: SEDG) shares surged nearly 12% following an analyst upgrade, with a year-to-date increase of 50%. The company reported Q1 2025 revenue of $219.5 million, a 7.4% year-over-year increase, while facing challenges in Europe but seeing improved prospects in the U.S. residential market due to expanded manufacturing capacity [2]. Financial Performance - SolarEdge Technologies has experienced an average annual revenue decrease of 13.2% over the last three years, contrasting with a 5.5% rise for the S&P 500. Revenues have diminished by 59.0% from $2.2 billion to $917 million in the last 12 months [5]. - The company's quarterly revenues increased by 7.4% to $219 million in the most recent quarter from $204 million a year ago, compared to a 4.8% rise for the S&P 500 [5]. Profitability Metrics - Over the last four quarters, SolarEdge Technologies reported an Operating Income of $-1.4 billion, resulting in an Operating Margin of -153.6%, significantly lower than the S&P 500's 13.2% [7]. - The Net Income for the last four quarters was $-1.7 billion, leading to a Net Income Margin of -190.7%, compared to 11.6% for the S&P 500 [7]. Financial Stability - As of the end of the most recent quarter, SolarEdge Technologies had a Debt of $758 million and a market capitalization of $1.2 billion, resulting in a Debt-to-Equity Ratio of 69.7%, higher than the S&P 500's 19.9% [8]. - The company holds $652 million in cash, constituting 25.8% of its total assets of $2.5 billion, which is stronger than the S&P 500's 13.8% [8]. Market Resilience - SolarEdge Technologies' stock has underperformed compared to the S&P 500 during recent downturns, indicating weak resilience in economic downturns [9]. - The stock lost 80.9% from its peak in November 2021 to November 2023, while the S&P 500 saw a peak-to-trough decline of 25.4% during the same period [10]. Overall Assessment - The overall assessment of SolarEdge Technologies indicates very weak growth, extremely weak profitability, strong financial stability, and very weak downturn resilience, leading to the conclusion that the stock is currently unappealing for investment [11][13].

Core Insights - The FMCG sector in China continues to experience price deflation, leading to slower overall value growth, with a 0.8% annual value growth in 2024 supported by a 4.4% volume growth but hindered by a 3.4% decline in average selling prices [3][5][24] Market Performance - In 2024, the quarterly growth rates for China's FMCG were 1.5% in Q1, 1.8% in Q2, -0.6% in Q3, and a slight rebound to 0.4% in Q4. The first quarter of 2025 saw a 2.7% growth compared to the same quarter in the previous year, aided by improved macroeconomic indicators and government policies [4][5] - Home care led FMCG growth in 2024 with a 2.4% annual increase, followed by packaged food at 2.0% and beverages at 1.5%. Personal care, however, declined by 2.3% [7][10] Category Trends - In Q1 2025, home care grew by 6.1%, personal care rebounded with a 4.0% increase, and packaged food rose by 3.2%, while beverage growth stagnated at 0.5% [11] - The premium segment outperformed the overall market in categories like juice, instant coffee, toothpaste, and sanitary pads, driven by innovations and product upgrades [22] Channel Dynamics - The overall channel mix for FMCG remained stable, with grocery and super/mini formats outperforming in Tier 3 and Tier 4 cities, while club warehouses grew in higher-tier cities [12] - Online channels saw rapid growth in Douyin, while community group buying and horizontal marketplaces faced declines. Vertical grocery e-commerce grew by 26.0% in 2024 [15][16] Brand Competition - Domestic brands gained market share from foreign brands, claiming 76% of the market in 2024, with intense competition leading to the top five brands losing share in over half of FMCG categories [18][21] - The report suggests that brands must choose between specializing in the premium segment or competing in mass/mainstream segments to succeed in the current environment [24][25]

Spatial Computing & Shared Experiences - Vision Pro 旨在实现用户与世界各地的人们共享虚拟内容 [1] - visionOS 允许开发者构建共享空间体验，让同处一室的人们也能参与 [2] - Nearby Window Sharing 功能无需额外代码即可在现有的 SharePlay 应用中使用 [2] Use Cases - 空间计算技术解锁了企业、生产力、娱乐等领域的应用 [1] - Rock Paper Reality 的 Defenderella 游戏展示了 Nearby Window Sharing 在游戏领域的应用，将塔防游戏带入现实生活 [2]

Bloomberg News will host its annual Global Credit Forum in Los Angeles as questions around trade wars, persistent inflation and growing concern of a slowdown in the world's largest economy loom large. Bloomberg Television's Lisa Abramowicz and Dani Burger will speak to some of the industry's most influential voices to explore where the market goes from here. ...