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Down 18%, Is Home Depot Stock a Buy on the Dip?
The Motley Fool· 2025-06-20 07:41
Is home improvement giant Home Depot (HD -0.50%) stock a buy on the dip? If you're looking for a great value stock, Home Depot stock looks priced to buy today.The market is hovering just north of flat for the year, and there's a tentative confidence in the economy. Many tariff issues have been worked out for now, and U.S. companies are demonstrating resilience. However, it's fragile. With interest rates still high and the real estate market still low, many companies, specifically related to the housing mark ...
Dynacor Group Reports Sales of US$26.1 Million in May 2025
Globenewswire· 2025-06-19 11:30
MONTREAL, June 19, 2025 (GLOBE NEWSWIRE) -- Dynacor Group Inc. (TSX-DNG) (“Dynacor” or the "Corporation"), today announced unaudited gold sales of $26.1 million in May and year-to-date sales of $128.9 million. All figures are in US dollars unless otherwise indicated. Monthly Highlights Gold sales reached $26.1 million (C$36.2 million1) in May 2025, compared to $23.7 million (C$32.4 million) in May 2024.The increase in sales of $2.4 million or +10.1% versus May 2024 results from an increase in the sales pric ...
NVE Corporation: Recovery And Dividend Payment, Both Sustainable
Seeking Alpha· 2025-06-19 10:48
As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...
摩根士丹利:全球科技-AI 供应链ASIC动态 -Trainium 与 TPU
摩根· 2025-06-19 09:46
1) AWS Trainium: it remains a global debate whether Marvell will win part of the Trainium3 business (link). At least our checks suggest that Alchip taped out the Trainium3 design back in February, and the wafers were already out in May. Charlie Chan thinks Alchip has a higher chance to win the 2nm Trainium4, which should be decided this summer. Astera Labs and Alchip just formed a partnership in connectivity chip design (I/O chiplets). We think that may help Alchip compete for next-generation XPU ASIC proje ...
La-Z-Boy(LZB) - 2025 Q4 - Earnings Call Transcript
2025-06-18 13:32
La-Z-Boy (LZB) Q4 2025 Earnings Call June 18, 2025 08:30 AM ET Company Participants Mark Becks - Director - IR & Corporate DevelopmentMelinda Whittington - President & CEOTaylor Luebke - SVP and CFOBobby Griffin - Managing Director Conference Call Participants Anthony Lebiedzinski - Senior Equity Research AnalystBradley Thomas - Managing Director & Equity Research Analyst Operator Good morning, everyone. Welcome to the La Z Boy Fiscal twenty twenty five Fourth Quarter Conference Call. Please note this confe ...
BOS Secures $1.1 Million Order from New Customer
Globenewswire· 2025-06-18 13:30
Core Insights - BOS Better Online Solutions Ltd. has secured a $1.1 million order from a new Israeli customer in the Supply Chain division, with delivery expected in Q3 2025 [1][2] - The order emphasizes the strength of the Supply Chain division in integrating electromechanical components for defense and high-tech applications, indicating potential for long-term revenue growth [2] Company Overview - BOS specializes in integrating advanced technologies to enhance supply chain operations across various sectors, including aerospace, defense, industrial, and retail [3][4] - The company operates three divisions: - Intelligent Robotics Division focuses on automating inventory processes using robotics [3] - RFID Division enhances inventory management through advanced tracking solutions [4] - Supply Chain Division integrates franchised components into customer products to meet evolving needs [4]
集成电路ETF(159546)涨超0.8%,PMI回升叠加AI驱动半导体需求向好
Mei Ri Jing Ji Xin Wen· 2025-06-18 06:28
注:指数/基金短期涨跌幅及历史表现仅供分析参考,不预示未来表现。市场观点随市场环境变化而变 动,不构成任何投资建议或承诺。文中提及指数仅供参考,不构成任何投资建议,也不构成对基金业绩 的预测和保证。如需购买相关基金产品,请选择与风险等级相匹配的产品。基金有风险,投资需谨慎。 广发证券指出,5月份制造业PMI环比上升0.5%至49.5%,高技术制造业PMI连续4个月高于荣枯线至 50.9%,显示电子、半导体等高端制造领域延续较好发展态势。半导体设备方面,分析师认为在AI等新 技术驱动下,汽车电子、新能源、物联网等领域需求增长成为半导体板块重要动力,同时国产化进程加 速,国内晶圆制造及配套产业环节发展势在必行。固态电池等新技术兴起为锂电设备带来增长点,2025 年将成为商业化关键年,其成熟将推动设备全面更新及价值量成倍提升。当前半导体行业呈现两大趋 势:一是AI带动算力需求推动技术升级;二是贸易摩擦背景下供应链自主可控紧迫性提升,政策支持 力度加大。分析师建议关注半导体设备国产替代链条及新技术布局前沿企业。 集成电路ETF(159546)跟踪的是集成电路指数(932087),该指数由中证指数有限公司编制,从沪深 ...
郑州超市主力阵容大轮换!谁在离场?谁在崛起?丨极刻
Sou Hu Cai Jing· 2025-06-18 01:41
大河财立方《极刻》第1048篇 【大河财立方 记者 司高妍 杨霄 实习生 刘程 文图】闲置8年的沃尔玛郑州1号店(下称郑州金水路店)原址物业,即将喜迎新房客。 大河财立方记者近日获悉,本土超市华豫佰佳有望入驻金水升龙广场(原郑州曼哈顿商业广场)一层。该店规划面积约4000平方米,其具体入驻时间将取 决于商场工程装修进度。 这一消息背后,折射的是郑州商超市场正在上演主力阵容大轮换。曾经,中原市场是外来商业品牌的纯输入地;但如今,随着胖东来、锅圈食汇等品牌声 名鹊起,河南本土超市正在迎来集体崛起。 外资超市"旧址"迎新 折射郑州超市业洗牌进行时 华豫佰佳将入驻金水升龙广场一层,目前正在装修 华豫佰佳阳光城店 华豫佰佳并非本土超市征战郑州市场的个例。 2018年,洛阳大张入郑批量拓店,仿佛在省内超市业发出了"集结号"。此后,鲜风生活、淘小胖、巡物社(折扣店)等本土品牌纷纷在郑州市场划定经营 领地。今年,胖东来宣布锁定郑州东站项目,更是引发全城消费者的热烈期待。与之形成鲜明对比的是,作为郑州市场的龙头企业,丹尼斯近年却在超市 板块动作寥寥,且中小店铺关闭现象频繁。 曾经在郑州市场占据半壁江山的外资超市,同样已风光不再 ...
The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
AI Engineer· 2025-06-18 00:55
As AI reshapes the global balance of power, the infrastructure behind it—chips, data centers, power, and supply chains—has become a new arena for geopolitical competition. This talk explores how nations are racing to secure critical AI hardware, control compute capacity, and assert influence over the technologies and talent that define the future. About Dylan Patel Dylan is the founder, CEO, and Chief Analyst for SemiAnalysis, the preeminent authority on all things AI and semiconductors. Through Dylan’s unw ...
Rare earth deal with China is 'long-term' industrial crisis, says MP Materials CEO
CNBC Television· 2025-06-17 20:56
So joining us now is James Latinsky, founder, chairman, and CEO of MP Materials. Jim, it's great to have you back on the show. I'm going to start right there because rare earths, you've been talking about it for a long time.The fact that this was this was a big issue from trade and supply chain standpoint, from a national security standpoint, that people didn't necessarily realize or understand how dependent we are on China and how close you are to shutting down supply chains if China basically puts up expo ...