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X @TechCrunch
TechCrunch· 2025-07-30 16:23
Ramp hits $22.5B valuation just 45 days after reaching $16B | TechCrunch https://t.co/eY0lTKwcrD ...
IXJ: A Bet On Global Healthcare Recovery
Seeking Alpha· 2025-07-30 05:33
Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] Group 2: Investment Focus - The author emphasizes a focus on sectors such as real estate and renewable energy, which are increasingly relevant in today's investment landscape [1] - The article suggests a commitment to sharing insights and analysis on companies of interest, indicating an intention to engage with a broader audience on investment topics [1] Group 3: Engagement and Thought Leadership - The author expresses a desire to empower informed decision-making among readers, highlighting a goal of fostering financial literacy [1] - There is an intention to grow as a thought leader in finance, suggesting a proactive approach to contributing to discussions in the investment community [1]
X @Forbes
Forbes· 2025-07-30 01:12
WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/dJ7hKcb4OZ https://t.co/dJ7hKcb4OZ ...
Figma is coming public at an expensive level, says Jim Cramer
CNBC Television· 2025-07-29 23:59
powerful as the power of us. >> Who later this week we got a big IPO coming. Figma, the design software company, is looking at an initial valuation in the neighborhood of 20 billion bucks, making this the largest enterprise software deal since 2021.Now, my gut says that this stock should be able to roar right out of the gate. But you know what. I'm hesitant to recommend it.Even though the underlying business is excellent because I'm betting it will quickly get way too expensive. Now, if I'm wrong. If I'm wr ...
X @Forbes
Forbes· 2025-07-29 21:12
WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/GUpcGlCr1D https://t.co/GUpcGlCr1D ...
X @TechCrunch
TechCrunch· 2025-07-29 19:05
Anthropic reportedly nears $170B valuation with potential $5B round | TechCrunch https://t.co/iNRMl2Wyfi ...
Anthropic to be valued at $170B in Iconiq-led funding
CNBC Television· 2025-07-29 18:08
Funding & Valuation - Anthropic is in talks to raise as much as $5 billion in a new funding round [1] - The new funding round values the company at $170 billion [1] - Iconic Capital is leading the funding round [2] - Investor expectations for the AI chatbot maker are rapidly increasing [2] - Anthropic's next valuation is closer to $150 billion [2] - Anthropic closed a $3.5 billion funding round in March [2] - Anthropic's valuation was closer to $61.5 billion in March [2]
Howmet Q2 Earnings Preview: Should You Buy the Stock Now or Wait?
ZACKS· 2025-07-29 15:11
Core Viewpoint - Howmet Aerospace Inc. is expected to report strong second-quarter results, with earnings projected at $0.87 per share and revenues at $1.99 billion, reflecting year-over-year increases of 29.9% and 5.8% respectively [2][7]. Financial Performance - The Zacks Consensus Estimate for second-quarter earnings has increased by a penny over the past 60 days, indicating positive momentum [2]. - The earnings surprise history shows that Howmet has outperformed the Zacks Consensus Estimate in the last four quarters, with an average surprise of 8.8% [3]. Market Dynamics - The commercial aerospace market is experiencing solid momentum, driven by increased air travel and demand for wide-body aircraft, which supports OEM spending [5]. - The revenue estimate from the commercial aerospace market for the second quarter is $1.05 billion, representing a 6.9% increase from the previous year [6]. - The defense business remains strong, with robust orders for engine spares for the F-35 program, leading to a projected revenue of $343 million, an 18.3% increase year-over-year [8]. Challenges - The Forged Wheels segment is facing lower demand due to reduced OEM builds, with a revenue estimate of $305 million, indicating an 11.8% decrease year-over-year [9]. - Supply-chain disruptions in the aerospace sector have resulted in delays and increased costs, which may impact operations and performance [10]. Stock Performance - Howmet's stock has surged 37.4% over the past three months, outperforming the Zacks Aerospace-Defense industry growth of 20.2% and the S&P 500's increase of 15% [11]. - The company's forward 12-month P/E ratio stands at 48.79X, significantly higher than the industry average of 28.11X, which may pose risks if market sentiment declines [14]. Investment Outlook - Howmet's diversified portfolio and strength in aerospace markets position it well for long-term growth, supported by enhanced U.S. government budgetary provisions [17]. - However, near-term challenges such as weakness in the commercial transportation market and supply-chain issues warrant caution for investors [18].
港交易所_ 香港股市活动脉搏检查;上调每股收益及目标价;买入-Hong Kong Exchanges (0388.HK)_ HK equity market activity pulse check; raise EPS_TP; Buy
2025-07-29 02:31
28 July 2025 | 1:35PM HKT Hong Kong Exchanges (0388.HK) HK equity market activity pulse check; raise EPS/TP; Buy 0388.HK 12m Price Target: HK$500.00 Price: HK$435.80 Upside: 14.7% HKEX share price is ~20% below its 2021 peak, despite rising BBG consensus EPS estimates and one year rolling data on the biggest earnings driver (cash equity ADT) rising to all time high levels (HK$200bn+). We conduct a pulse check on HKEX's earnings drivers from listing related, to cash and derivatives market activity. Our key o ...
X @Wu Blockchain
Wu Blockchain· 2025-07-29 00:23
According to Indian media Livemint, Coinbase is in advanced talks to acquire India-based CoinDCX at a valuation below $900 million—far lower than its $2.2 billion peak three years ago. Sources say Coinbase sees the deal as a long-term bet on the Indian market. CoinDCX recently suffered a $44 million hack on July 19. Coinbase declined to comment on the acquisition rumors.https://t.co/zSFOLPGeIh ...