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X @Bloomberg
Bloomberg· 2025-07-08 15:55
UK officials were kept in the dark over a crucial report detailing major cultural failings at the statistics body that contributed to the breakdown of official unemployment data https://t.co/4bx4o1Oz8R ...
US Drone Demand on the Rise: Can UMAC's Domestic Strategy Pay Off?
ZACKS· 2025-07-08 15:51
Core Insights - Unusual Machines, Inc. (UMAC) is strategically positioned to benefit from the growing U.S. commercial drone market, projected to expand at a CAGR of 12.5% from 2024 to 2033 due to increasing demand for secure unmanned aerial systems across various sectors [1][3] Market Dynamics - The National Defense Authorization Act (NDAA) and the Blue UAS Framework are reshaping the market in favor of domestic manufacturers like UMAC [2] - The Drones for America Act, introduced on June 25, 2025, aims to ban drones with Chinese components by 2028, creating opportunities for U.S.-based companies, including UMAC, particularly in defense and enterprise segments [4] Financial Performance - UMAC reported a 59% year-over-year revenue increase in the first quarter of 2025, despite facing gross margin pressure, which stood at 24% due to tariffs on certain components [3][9] - The company registered a net loss of $3.3 million and an operating cash outflow of $1.2 million in the same quarter, but maintains a strong cash position of $40 million to invest in R&D and manufacturing [6] Production Capacity - UMAC's 17,000-square-foot drone motor production facility in Orlando is expected to begin motor deliveries in September 2025, enhancing its local manufacturing capabilities and providing a significant economic moat [5][9] Stock Performance - UMAC's stock has surged 484.6% over the past year, outperforming competitors like BlackSky Technology (168.1% increase) and Rackspace Technology (54.6% decline), while the industry overall has rallied 46.5% [7] Valuation Metrics - UMAC is currently trading at a trailing 12-month EV/EBITDA of 11.18X, which is lower than BlackSky Technology's 37.02X and higher than Rackspace Technology's 6.64X, while the industry average stands at 31.61X [11]
How We Reached Our First No. 1 Trending Video Against the Odds | Mohd. Kashif | TEDxGGSIPU EDC
TEDx Talks· 2025-07-08 15:12
कैसे हैं आप सब. आवाज नहीं आ रही. हाउ इज द जोश.सर। फर्स्ट ऑफ़ ऑल आई वुड लाइक टू करेक्ट यू। इट्स नॉट 1 करोड़। इट्स 2 करोड़ फॉलोअर्स राइट नाउ। थैंक यू सो मच। सो आई विल स्टार्ट विद सम ब्यूटीफुल लाइंस जो मुझे बहुत पसंद है। शाखे रही तो फूल भी पत्ते भी आएंगे। शाखे रही तो फूल भी पत्ते भी आएंगे। ये दिन बुरे हैं तो क्या अच्छे भी आएंगे। यह लाइन मेरे दिल के बड़ी करीब है क्योंकि हम सब ने अपनी लाइफ में फेलियर्स बहुत देखे होते हैं। अभी मेरे सभी छोटे बहन भाई बैठे हैं। कुछ मेरे साथ वाले लोग मेरे यार दोस्त भी बैठे हुए हैं यहां ...
President Trump on August 1st tariff deadline: 'Firm, but not 100% firm'
CNBC Television· 2025-07-08 14:30
We've talked to most of the countries and pretty much they've had their way for many many decades as you know and it was time that we just wanted fairness. This is uh not really equitable from our standpoint because it's just a small token by comparison to the damage that's been done over the years. But we had no other president that was willing to do this.I did it my first term with China and others. We took in hundreds of billions of dollars of tariffs. No inflation.the most successful period of time that ...
Can Intel Benefit From Higher Tax Credits in the New Tax Bill?
ZACKS· 2025-07-08 14:15
Group 1 - The new tax bill signed by President Trump increases tax credits for semiconductor firms from 25% to 35%, providing a significant opportunity for Intel Corporation to save costs while expanding manufacturing before the 2026 deadline [1][7] - Intel has received $7.86 billion in direct funding from the U.S. Department of Commerce under the CHIPS and Science Act to enhance semiconductor manufacturing and advanced packaging projects across several states [2] - The company is focusing on operational efficiency and is considering shifting its production focus from 18A to 14A to strengthen its foundry position and streamline operations [3][7] Group 2 - Other semiconductor firms like NVIDIA and AMD are expected to benefit from the new tax incentives, with NVIDIA likely to gain funding for AI infrastructure and AMD positioned well for AI data center expansion [4][5] - Intel's stock has declined 36.5% over the past year, contrasting with the industry's growth of 16.5%, indicating potential challenges in market performance [6] - Earnings estimates for Intel have decreased, with a 6.7% decline for 2025 estimates and a 6.3% decline for 2026 estimates, reflecting market concerns [9][10]
X @Bloomberg
Bloomberg· 2025-07-08 14:15
The Trump administration is tightening its grip on foreign ownership of farmland amid continuing concerns over Chinese investment in America’s heartland https://t.co/XXEbK5veF4 ...
X @Bloomberg
Bloomberg· 2025-07-08 13:00
Britain’s budget watchdog warned of a £12 billion blow to Rachel Reeves from higher welfare spending if the government fails to get a handle on soaring health benefits https://t.co/6YuvNhD9ir ...
一碗米饭引发的蝴蝶效应:全球债市的“日本时刻”要来了吗?
Hua Er Jie Jian Wen· 2025-07-08 12:57
法国兴业银行在最新报告中指出,日本即将在两周后举行的选举存在高达50%的可能性引发政府危机。一旦政局动荡,日本国债收益率将大幅上 升。而在当前全球财政赤字普遍飙升、各国长期利率高度联动的背景下,日本债市一旦失控,极有可能引发一场波及全球的债券市场危机。 | | Proposal | Scale per year (JPYtn) | Funding | Impacts on GDP (%) | | --- | --- | --- | --- | --- | | Ruling party maintains a majority | | | | | | | Cash handouts of 20,000 yen for all citizens | 2.5 | | 0.10 | | Scenario 1 | Additional 20,000 yen for children and | | Increased tax revenes etc. | | | | households exempt from resident tax | 0.9 | | 0.04 | | Ruling party losess a ...
Residential Pros Feel Confident in the Outlook for New Jobs, With Most Homeowners Expecting to Maintain Their Project Plans in 2025, According to Newly Released Data From STANLEY®
Prnewswire· 2025-07-08 12:06
Core Insights - The STANLEY® Pro's Perspective: Job Satisfaction Report indicates a positive outlook among residential professionals for 2025, despite challenges such as rising material costs and labor shortages [2][3][4] Industry Overview - A survey of 500 small repair and remodeling company owners and managers in the U.S. reveals that 89% feel confident about new job opportunities in 2025, with 69% reporting that clients are increasing project sizes [2][4][10] - The survey highlights that 93% of residential pros' clients are interested in high-end design projects, with top priorities including blending painted and finished wood surfaces (44%) and painted wood cabinetry in bold colors (39%) [7][10] Project Priorities - The most prioritized projects for clients in 2025 are kitchen and bathroom remodels, with 81% focusing on kitchen renovations and 79% on bathroom updates [8][10] - Other significant areas of focus include basements (64%) and living rooms (48%) [9][10] Job Satisfaction - A high level of job satisfaction is reported, with 85% of residential pros expressing fulfillment in their work and 82% feeling that financial benefits justify their efforts [13][14] - The survey indicates that 64% of clients show appreciation through referrals, and 81% of pros believe their autonomy is crucial for job satisfaction [11][14] Economic Context - Despite concerns regarding material (36%) and labor costs (30%), the overall sentiment remains optimistic among residential professionals [5][10]