Core Viewpoint - Digital Turbine's stock experienced significant sell-offs following a post-earnings rally, closing down 14.6% amid broader market declines [1][2][4] Group 1: Stock Performance - The stock was initially up 1.8% during trading but turned bearish as investors took profits and reacted to risk factors [4] - The share price surged earlier in the week after the company reported better-than-expected quarterly results and forward guidance [4][6] Group 2: Market Dynamics - The sell-off was influenced by new restrictions on technology exports and concerns over escalating geopolitical tensions, particularly between Israel and Iran [2][5] - The Trump administration's potential strengthening of export restrictions on companies like Samsung and TSMC added to the bearish sentiment [5] Group 3: Financial Guidance - For the current fiscal year, Digital Turbine projects revenue between $515 million and $525 million, indicating an annual growth of approximately 6% at the midpoint [6] - Non-GAAP EBITDA is expected to be between $85 million and $90 million, representing a growth of 21% at the midpoint of the guidance range [6] Group 4: Geopolitical Risks - The company's reliance on business in China exposes it to substantial risks due to rising geopolitical tensions, despite not being a hardware company [7]

Core Viewpoint - MP Materials is significantly impacted by the current trade conflict and the strategic importance of securing rare earth materials for the U.S., as evidenced by a 21.8% increase in its share price recently [1] Group 1: Company Overview - MP Materials is described as "America's rare earth magnetics champion" and is the only fully integrated rare earth producer in the U.S. [2] - The company has a major customer, Shenghe Resources, which is a majority-owned subsidiary of China's Shenghe Resources Holding Company, indicating a complicated trading position [2] Group 2: Trade Conflict Impact - In mid-April, MP Materials ceased shipments of rare earth concentrate to China due to tariffs and alignment issues with America's national interest, marking a near-term negative for the company [3] - The trade conflict presents challenges for MP Materials, but it also highlights the urgency for the U.S. to develop its own rare earth supply chain [4] Group 3: Long-term Growth Opportunities - Management emphasizes that the real growth opportunity for MP Materials lies in contributing to the development of a domestic rare earth supply chain in the U.S. [4] - Speculation about potential government funding for the company could positively influence its stock performance, as seen in recent trading activity [6]

Iranians gathered in the streets of Tehran to rally against Israel, as the conflict between the two countries entered its second week. Photo: Vahid Salemi/Associated Press ...

The White House saying President Trump will decide on a strike on Iran within the next two weeks while the conflict in the Middle East escalates between Israel and Iran without a resolution in sight. Mark Esper, former Secretary of Defense and former Secretary of the Army joins us now. It's great to have you, Secretary Esper.What do you think President Trump will do. Well, good morning, Sarah. Um, look, first of all, I thought he made a smart decision by pausing the clock, if you will, and giving himself mo ...

CNBC’s Megan Cassella joins 'Money Movers' to discuss the U.S. preparing to revoke waivers to stop chipmakers from shipping American equipment to China. ...

- [Speaker] For decades, the opioid crisis has defied standard treatments, but deep in the shadows of modern medicine lies a radical but effective alternative. Ibogaine is a powerful psychedelic, often described as miraculous by those who've tried it because of its remarkable ability to erase years of addiction and the agony of withdrawal in just one harrowing session. - It is a revolutionary breakthrough.- The success rate is staggering. - [Speaker] But ibogaine remains illegal in the US in part because it ...

THIS NEWS RELEASE IS NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES FOR DISSEMINATION IN THE UNITED STATES VANCOUVER, British Columbia, June 20, 2025 (GLOBE NEWSWIRE) -- SHARC International Systems Inc. (CSE: SHRC) (FSE: IWIA) (OTCQB: INTWF) ("SHARC Energy" or the “Company”) is pleased to announce its intention to complete a non-brokered private placement of unsecured convertible debentures (each, a “Debenture”) with a principal amount of up to $1,500,000 (the “Offering”). The Offering will include an up to ...

(图片由豆包AI生成 提示词档案揭秘） 一个超过50页，逾万字的交互式报告，揭露了OpenAI从非营利研究实验室演变为营利巨头的全过程。 近期，由两大非营利科技监督组织——Midas Project与Tech Oversight Project——联合发布了一份名为《OpenAI档案》的深度调查报告。 该报告由Midas Project执行董事Tyler Johnston主导，历时近一年的公开信息收集与一个月的集中撰写。报告被称为"迄今为止，针对OpenAI在公司治理实 践、领导层诚信及组织文化方面，已记录在案的担忧的最全面汇编"。 通过梳理公司披露文件、法律诉讼、公开信及媒体报道等大量公开资料，这份超过一万字的交互式报告发现， OpenAI正在系统性地、有预谋完成了从"为人类 谋福祉"到"为投资者谋利润"的根本性转变，CEO奥特曼存在长期、有据可查的言行不一、操纵信息和规避监督的行为模式，且个人投资与公司业务的深度捆 绑。OpenAI在安全和透明度方面言行不一，其公开承诺与内部实践严重脱节。 报告分为四大主题，一是重组、二是首席执行官诚信、三是透明度和安全性、四是利益冲突。 其中，OpenAI高管和董事会成 ...

Core Insights - Pan American Silver (PAAS) and First Majestic Silver (AG) are prominent players in the silver mining sector, both headquartered in Vancouver, Canada, and providing exposure to silver and gold [1][2] - Silver prices have increased by 28% and gold prices by 29% this year, driven by safe-haven demand, geopolitical tensions, and supply deficits [1] - The silver market is projected to face another deficit in 2025, which is expected to positively impact prices [1] Company Overview: Pan American Silver - Pan American Silver is a leading silver and gold producer in the Americas, operating 12 mines across several countries [3] - As of June 30, 2024, Pan American's mineral reserves included 468 million ounces of silver and 6.7 million ounces of gold, with an expected increase of 58 million ounces from the acquisition of MAG Silver Corp. [4][5] - The company reported a 28.6% year-over-year revenue increase to $773 million in Q1, with record mine operating earnings of $250.8 million [6][10] - Silver production was 5 million ounces in Q1, with expectations to meet 2025 guidance of 20-21 million ounces of silver [8][9] Company Overview: First Majestic Silver - First Majestic Silver focuses on silver and gold production primarily in Mexico and the U.S., operating four underground mines [13] - Proven and probable mineral reserves are estimated at 86.8 million ounces of silver and 594,000 ounces of gold as of December 31, 2024 [14] - The company achieved a 130% increase in Q1 revenues to $243.9 million, driven by the Cerro Los Gatos Silver Mine and higher silver prices [16][10] - Total production reached 7.7 million silver-equivalent ounces in Q1, marking a 49% year-over-year increase [15] Financial Performance Comparison - Pan American's adjusted earnings per share for 2025 are estimated at $1.47, reflecting an 86.1% year-over-year growth [21] - First Majestic's earnings estimate for 2025 is 12 cents per share, an improvement from a loss of 14 cents in 2024 [22] - PAAS stock has increased by 40% over the past year, outperforming the industry's growth of 18.5%, while AG has gained 30.7% [23] Valuation and Market Position - Pan American is trading at a forward price-to-sales multiple of 3.39X, below the industry average of 4.06X, while AG trades at 4.48X [25] - Pan American offers a dividend yield of 1.38%, significantly higher than First Majestic's 0.22% [27] - The average price target for Pan American suggests a 9% increase, while First Majestic's average price target implies a 2% decline [28] Investment Outlook - Both companies are positioned to benefit from rising silver and gold prices, with strong production expectations and expansion efforts [29] - Pan American has shown better performance in share price gains and dividend yield, along with positive earnings estimate revisions [30] - With a more attractive valuation and higher growth potential, Pan American Silver is viewed as a more compelling investment choice compared to First Majestic [33]

Israeli airstrikes target a key Iranian nuclear site, as one of Israel’s largest hospitals is hit in an Iranian missile attack. Photo: Associated Press ...