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Is China Investable Again? 2 Stocks Soaring as Tensions Ease
MarketBeat· 2025-07-21 13:59
Group 1: Market Overview - The U.S. and China are showing signs of improved trade relations, with both sides agreeing to negotiate for mutual benefit, reminiscent of the Oasis reunion [2][3] - Major stock indices in the U.S. and Europe, including the German DAX and the U.K.'s FTSE 100, are reaching new highs, while the Shanghai Composite Index is also showing positive movement, closing above 3,500 for the first time since 2021 [3] Group 2: Company Insights - JD.com - JD.com is positioning itself as the "Amazon of China," launching new business segments like JD Food Delivery to enhance revenue streams and improve last-mile delivery efficiency [6][8] - JD.com reported Q1 earnings of RMB 301.1 billion (approximately $41.5 billion), a 15.8% year-over-year increase, with diluted EPS rising to RMB 3.59 ($0.50) from RMB 2.25 [10] - The New Businesses segment of JD.com is growing faster than the JD Retail segment, with an 18.1% increase compared to 16.3%, indicating rising demand for these services [10] Group 3: Company Insights - Baidu - Baidu aims to be the "Google of China," with its primary revenue driver being search, while also expanding into AI through ventures like AI Cloud and Apollo Go [12] - The AI Cloud segment reported a 42% year-over-year revenue growth in Q1 2025, significantly outpacing the 7% growth in Baidu Core [13] - Apollo Go has provided over 1.4 million rides in Q1, marking a 75% year-over-year increase, and has recently obtained a testing license for operations in Hong Kong [13]
American Resources, ReElement, and Impossible Metals partner to build US rare earth supply chain
Proactiveinvestors NA· 2025-07-21 13:51
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
X @Bloomberg
Bloomberg· 2025-07-21 13:46
The number of shipping containers carrying US imports fell for a second straight month, a private gauge showed, putting the economic indicator on course for one of the sharpest year-on-year reversals on record https://t.co/3NPSjENWBJ ...
11.23亿网民如何共享数字发展成果?——透视第56次《中国互联网络发展状况统计报告》
Xin Hua She· 2025-07-21 13:41
新华社北京7月21日电 题:11.23亿网民如何共享数字发展成果?——透视第56次《中国互联网络发展 状况统计报告》 新华社记者王思北 21日,中国互联网络信息中心在京发布第56次《中国互联网络发展状况统计报告》。报告显示,截至 2025年6月,我国网民规模达11.23亿人,互联网普及率达79.7%,5G基站总数达455万个;新型信息基 础设施加速布局,数字经济规模持续扩大,互联网普惠深入推进,越来越多群体共享数字发展成果…… 数据的背后折射出哪些新趋势,数字如何点亮美好生活? 共享数字发展成果 从产业方面看,2024年我国人工智能产业规模突破7000亿元,连续多年保持20%以上的增长率。国产人 工智能产品与办公协同、教育普惠、工业设计、内容创作等场景深度融合,构建了覆盖多个领域的智能 应用生态。 "随着我国人工智能领域的持续发展创新,一批优质的国产人工智能产品加速出海,我国在人工智能领 域影响力显著提升。"中国互联网络信息中心副主任张晓举例道,DeepSeek上线不足20天,全球日活跃 用户突破3000万,成为全球用户增速最快的生成式人工智能应用。此外,我国已成为全球人工智能专利 最大拥有国,占比达60%。 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-21 13:34
BREAKING: xAI Grok is now in vending machines https://t.co/ZvNSvyiNwxEric Jiang (@veggie_eric):The xAI office just got a Grok-powered vending machine, thanks to our friends at Andon Labs!How much dough do you think Grok is gonna rake in in the next month? https://t.co/CgDe6sPnHY ...
HBT Financial(HBT) - 2025 Q2 - Earnings Call Presentation
2025-07-21 13:30
Financial Performance Highlights - Net income reached $1923 million, resulting in a return on average assets (ROAA) of 153% and a return on average tangible common equity (ROATCE) of 1555%[6] - Adjusted net income was $19803 million, with an adjusted ROAA of 158% and an adjusted ROATCE of 1602%[6] - Tangible book value per share increased by 38% from March 31, 2025, and 174% from June 30, 2024[6] - Net interest margin expanded by 2 basis points to 414%, and the tax-equivalent net interest margin expanded by 3 basis points to 419%[7] Asset Quality - Nonperforming assets represented only 013% of total assets as of June 30, 2025[8] - Net charge-offs represented only 012% of average loans on an annualized basis during Q2 2025[8] Deposit Base - Core deposits constitute 953% of total deposits[14, 16] - Uninsured and uncollateralized deposits are estimated at $595 million, representing 14% of total deposits as of June 30, 2025[29] Loan Portfolio - The loan portfolio is diversified, with commercial real estate (CRE) comprising a significant portion: CRE-Non-owner occupied at 27%, Multi-family at 14%, and CRE-Owner occupied at 9%[11] - 32% of the loan portfolio matures or reprices within the next 3 months, and 44% within the next 12 months[37] Securities Portfolio - The amortized cost of the securities portfolio is $1296437 million, with a book yield of 277%[56]
Foresight Reports Second Quarter 2025 Results
Globenewswire· 2025-07-21 13:30
WINNEBAGO, Ill., July 21, 2025 (GLOBE NEWSWIRE) -- Foresight Financial Group, Inc. (OTCQX: FGFH) reported net income of $2.99 million for the quarter ended June 30, 2025, an 8% decrease compared to the $3.27 million reported for the second quarter of 2024, and a 307% increase compared to the $734 thousand reported for the first quarter of 2025. Diluted Earnings per Share for the second quarter was $0.82 compared to $0.94 for the second quarter of 2024 and $0.20 for the quarter ended March 31, 2025. The seco ...
LRCX Soars 59% in Three Months: Is the Stock Still Worth Buying?
ZACKS· 2025-07-21 13:20
Key Takeaways LRCX surged 58.6% in three months, outpacing peers and the broader semiconductor industry. Lam Research shipped $1B in AI chip tools in 2024, with volume expected to triple in 2025. The operating margin rose to 32.8% in Q3 FY25 as Asia expansion cut costs and boosted efficiency.Lam Research Corporation (LRCX) has surged 58.6% in the past three months, comfortably outperforming the broader Zacks Electronics – Semiconductors industry, which rose 54.7%. While many semiconductor names have ralli ...
TFLR: More History Improves Rating On This Floating-Rate ETF, Now A Buy
Seeking Alpha· 2025-07-21 13:18
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