your whole brain is looking for homeostasis. It doesn't really care about you always being happy or fulfilled or like overjoyed. If you're overjoyed, your brain's going to think, "Oh, there's a lot of these joy chemicals. Let's tune it down a little. We're going we don't need that many receptors because there's so much stuff flooding right now." And so, it's just like going to downregulate those receptors so that you get back to your baseline and your new overjoy state is now your baseline. So it means like ...

Core Insights - Dollar General has experienced a significant stock price increase of approximately 30% over the past three months, rising from around $85.00 to about $97.00 [1] - The company is implementing a "Back to Basics" strategy aimed at addressing past operational challenges and focusing on growth [2][11] - Analysts are increasingly optimistic about Dollar General's turnaround, with several firms raising their price targets for the stock [6][8] Strategy and Operational Improvements - The "Back to Basics" strategy includes smarter inventory management, enhancing the shopping experience through store remodels, and controlling shrinkage to protect profitability [3][4] - Dollar General aims to increase operating margins to 6-7% by 2028 or 2029, up from 4.2% reported in Fiscal 2024 [5] - The company plans to expand its fresh food offerings and open 575 new stores in the U.S. and up to 15 in Mexico in Fiscal 2025 [7] Financial Outlook - The current price-to-earnings (P/E) ratio is around 16, with a forward P/E of about 17, indicating potential value for investors if the turnaround is successful [9] - UBS Group and other analysts have raised their price targets for Dollar General, reflecting growing confidence in the company's future performance [8] Upcoming Events - The first-quarter Fiscal 2026 earnings report, expected around June 3, 2025, will be crucial in validating the turnaround narrative and building investor confidence [10][16]

报告导读： 随着 AI 的持续发展， ASIC 市场迎来重要发展机遇，其对比 GPU 、 CPU 等通用芯片，在计算能力、计算效率、功耗等性能和单位算力成本的显著优势成为催化需 求增长的核心驱动力。 我们认为， AI ASIC 产业已迎来重要的发展机遇，下游 CSP 等公司 AI 布局的不同侧重及战略方向催生 对芯片在特定任务上性能的优化追求， ASIC 有望更好的匹配下游客户需求的多样性。而 ASIC 设计较复 杂、难度较大，因此随着 ASIC 需求的增长， ASIC 芯片设计公司及芯片设计服务公司将充分受益，博 通、 Marvell 作为全球龙头已率先实现业绩增长，并预计行业将维持较高速增长；国内产业链公司也将依 托一站式芯片设计能力、本土化优势而打开成长空间。 余伟民 ，资格证书编 号： S0880525040028 王彦龙 ，资格证书编号： S0880519100003 杨彤昕 ，资格证书编号： S0880525040059 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 随着 AI 的持续发展， ASIC 市场迎来重要发展机遇，其对比 GPU 、 CPU 等通用芯片，在计算能力、计 算效率、 ...

REDWOOD CITY, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- Pulmonx Corporation (Nasdaq: LUNG) (“Pulmonx” or the "Company"), a global leader in minimally invasive treatments for lung disease, today announced the company will be presenting at the Goldman Sachs 46th Annual Global Health Care Conference in Miami on Wednesday, June 11, 2025, at 7:00 AM PT / 10:00 AM ET. A live and archived webcast of the presentation will be available on “Investors” section of the Pulmonx website at https://investors.pulmonx.com/. A ...

UroGen Pharma (URGN) FY Conference May 28, 2025 09:00 AM ET Speaker0 Morning, everyone. I'm Tara Bancroft. I'm one of the senior biotech analysts at TD Cowen. I wanna thank you very much for joining our sixth annual oncology innovation summit. And so to start off the day, in the first session, we have a q and a with UroGen, and it's my pleasure to introduce Liz Barrett, the president and CEO, and Mark Schoenberg, the CMO. So it's a privilege to have you both here. Thank you. Thank you for being here with us ...

Investment Rating - The report gives a "Strong Buy" rating for the company, with a target price of 18.80 CNY based on a 20x PE ratio for 2025 [6][10]. Core Viewpoints - The company is positioned as a leading global manufacturer in System in Package (SiP) technology, benefiting from the growing demand in consumer electronics, AI glasses, and the automotive sector. The report anticipates a recovery in growth starting in 2025, driven by new business opportunities in AI and robotics [6][8][10]. Financial Summary - Total revenue projections for 2024A to 2027E are as follows: 60,691 million CNY in 2024, 63,750 million CNY in 2025, 72,976 million CNY in 2026, and 80,259 million CNY in 2027, with respective growth rates of -0.2%, 5.0%, 14.5%, and 10.0% [2]. - Net profit attributable to shareholders is projected to be 1,652 million CNY in 2024, increasing to 2,916 million CNY by 2027, with growth rates of -15.2%, 24.5%, 23.0%, and 15.3% [2]. - Earnings per share are expected to rise from 0.75 CNY in 2024 to 1.33 CNY in 2027 [2]. Company Overview - The company has a stable shareholding structure, with the largest shareholder holding 76.67% of the shares. The management team has extensive industry experience, contributing to the company's strategic execution and operational efficiency [36][37]. - The company operates in six major sectors: wireless communications, consumer electronics, cloud and storage, automotive electronics, industrial, and medical electronics [15][30]. Business Segments - The SiP business is expected to benefit from the increasing demand for lightweight and compact packaging in consumer electronics, particularly in AI glasses and foldable screens [6][8][54]. - The new business initiatives include ASIC chip development and robotics, which are anticipated to become significant growth drivers starting in 2025 [9][10]. Market Position - The company is recognized as a leading player in the SiP market, with a strong focus on high integration and miniaturization technologies, which are crucial for the evolving consumer electronics landscape [6][8][54]. - The report highlights the company's strategic partnerships and technological advancements that position it favorably within the competitive landscape [6][8].

SAN CLEMENTE, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Sofwave Medical Ltd (“the Company”) (TASE: SOFW), an emerging leader in energy-based non-invasive, aesthetic medical devices for practitioners worldwide, today announced that Assaf Korner, Chief Financial Officer, will provide a corporate overview and participate in one-on-one investor meetings at the Jefferies Global Healthcare Conference, to be held in New York from June 3-5, 2025. Jefferies Global Healthcare ConferencePresentation Format: Corporate o ...

Medicus Pharma Ltd Receives Study May Proceed Approval from United Arab Emirates (UAE) Department of Health (DOH) to Commence Phase 2 Clinical Study (SKNJCT-004) to Non-Invasively Treat Basal Cell Carcinoma of the Skin (BCC)The Clinical Study Is Expected to Randomize 36 Participants in Cleveland Clinic Abu Dhabi (CCAD) and Three Other Clinical Sites in UAEMay 22, 2025 7:30 AM EDT | Source: Medicus Pharma Ltd.Philadelphia, Pennsylvania--(Newsfile Corp. - May 22, 2025) - Medicus Pharma Ltd. (NAS ...

MONTREAL, May 22, 2025 (GLOBE NEWSWIRE) -- Troilus Gold Corp. (“Troilus” or the “Company”, TSX: TLG; OTCQX: CHXMF; FSE: CM5R) is pleased to report additional positive drill results from the Southwest Zone (“Southwest”), at its Troilus Project located in northcentral Quebec, Canada. The results herein are part of the company’s 2025 drill campaign (outlined in the February 4, 2025 press release), focused on identifying and delineating higher-grade mineralization and enhancing confidence in the block model wit ...

May 20, 2025 IP/Design service outlook ASIC market dynamics into 2026 ◆ AWS, Google, META ASIC update AWS, Google, META ASIC update For AWS, Trainium 3 issues were solved, and it continues to book orders with downstream suppliers. After the last check of Trainium 3 test chip, we expect AWS to sign the contract of Trainium 4. Considering the new technology adoption, the actual work of Trainium 4 project has already begun. For Google, the progress on Broadcom's side has been steady from TPU v6, v7, to v8. The ...