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德州仪器宣布投600亿美元在美扩建半导体工厂
news flash· 2025-06-19 00:32
《科创板日报》19日讯,德州仪器计划在美国投资超过600亿美元扩建半导体工厂。德州仪器表示这笔 资金将用于升级现有工厂及新建项目,其中包括在得州谢尔曼新建两座工厂,但具体进度取决于市场需 求。 德州仪器宣布投600亿美元在美扩建半导体工厂 ...
Smith & Wesson Brands, Inc. Reports Fourth Quarter and Full Fiscal 2025 Financial Results
Newsfile· 2025-06-18 20:05
- Q4 Net Sales of $140.8 Million- Q4 Gross Margin of 28.8%; Non-GAAP Gross Margin of 29.2% - Q4 EPS of $0.19/ShareMaryville, Tennessee--(Newsfile Corp. - June 18, 2025) - Smith & Wesson Brands, Inc. (NASDAQ: SWBI), a U.S.-based leader in firearm manufacturing and design, today announced financial results for the fourth quarter and full fiscal year 2025, ended April 30, 2025. Fourth Quarter Fiscal 2025 Financial HighlightsNet sales were $140.8 million, a decrease of $18.4 million, or 11.6%, from the compara ...
White House AI and Crypto Czar: We shouldn’t overly restrict chip exports
Bloomberg Television· 2025-06-18 18:00
I think that we do have to be concerned about Huawei competing on the global market. Uh they may not fully be there yet, but I would expect that to change in the future. And I think that if we're overly restrictive in terms of US sales to the world, I think there'll be a time where we're kind of kicking ourselves saying, you know, when we're and all of a sudden Huawei is everywhere, we'll be saying, well, wait, when we had this whole market to ourselves, why didn't we take advantage of that opportunity and ...
Texas Instruments to invest $60B in domestic semiconductor manufacturing
Proactiveinvestors NA· 2025-06-18 15:09
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
美银:亚洲基金经理调查-风向正在逆转
美银· 2025-06-18 00:54
Accessible version Asia Fund Manager Survey The pendulum is swinging back Growth recovery. Over the past six months, investor sentiment has followed a classic trajectory: euphoria, panic, and finally recovery (see Risk-Love: Dancing with the bulls). The latest FMS data corroborates this emerging optimism. The improved growth outlook stems from investor confidence in swift trade resolutions and coordinated global monetary easing (~80% of the 34 major central banks are cutting rates). Currently, a net 46% ant ...
5 Stocks to Buy Amid Growing Strength in the Business Services Sector
ZACKS· 2025-06-17 12:46
Industry Overview - The U.S. Business Services Sector is supported by strong domestic economic fundamentals, encompassing companies that provide various services such as consulting, staffing, financial transactions, outsourcing, advertising, waste removal, building maintenance, technology services, and auction/valuation services [1] - The sector is mature with stable demand for services, and revenues, income, and cash flows are above pre-pandemic levels. It ranks in the top 25% of the Zacks Sector Rank, indicating expected outperformance over the next three to six months [2] Stock Recommendations - Five business services stocks with favorable Zacks Rank that have shown double-digit returns in the past three months are Duolingo Inc. (DUOL), Cintas Corp. (CTAS), Stantec Inc. (STN), Thomson Reuters Corp. (TRI), and FirstCash Holdings Inc. (FCFS). Each stock carries a Zacks Rank 2 (Buy) [3] Company Highlights Duolingo Inc. (DUOL) - Duolingo operates a mobile learning platform offering courses in 40 languages and provides a digital language proficiency assessment exam [6] - Expected revenue and earnings growth rates for the current year are 33.4% and 55.3%, respectively, with a 10.2% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [7][9] Cintas Corp. (CTAS) - Cintas is benefiting from solid momentum across its segments, with product penetration into existing customers aiding its Uniform Rental and Facility Services segment [8] - Expected revenue and earnings growth rates for the current year are 7% and 10.8%, respectively, with a 1.9% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [10] Stantec Inc. (STN) - Stantec provides professional consulting services in various fields including planning, engineering, architecture, and environmental sciences [11][12] - Expected revenue and earnings growth rates for the current year are 11.1% and 19.5%, respectively, with a 3.2% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [13] Thomson Reuters Corp. (TRI) - Thomson Reuters operates as a content and technology company across multiple regions, providing value-added information and technology in law, tax, accounting, and other fields [14][15] - Expected revenue and earnings growth rates for the current year are 3.2% and 4.2%, respectively, with a 1.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [15] FirstCash Holdings Inc. (FCFS) - FirstCash operates retail pawn stores in the U.S., Mexico, and Latin America, providing pawn loans and retail payment solutions [16][17] - Expected revenue and earnings growth rates for the current year are -0.2% and 17.3%, respectively, with a 2.7% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [18]
The only stock in Michael Burry's portfolio just climbed 10%
Finbold· 2025-06-17 08:48
Core Insights - Michael Burry has liquidated nearly his entire portfolio, retaining only Estée Lauder Companies Inc. stock, which has shown significant gains following the news of Leonard Lauder's death [1][5] - Estée Lauder shares closed at $74.59, reflecting a daily increase of 10.82% [1] - Insider confidence is indicated by the purchase of over 133,000 shares in February, and a surge in call options volume by over 70% on Monday [3] Company Performance - Burry holds 200,000 shares of Estée Lauder, purchased at an average price of $66.00, representing 100% of his disclosed portfolio, with a current value of approximately $13.2 million [4] - The stock remains below its 52-week high of $113.30 but has rebounded from a low of $48.12, suggesting potential for operational recovery and brand repositioning [5] Market Sentiment - The recent stock movement indicates a positive sentiment among traders, with expectations of continued momentum in the short term [3] - Burry's concentrated investment suggests he anticipates significant upside potential in the consumer staples and luxury sectors [5]
美银:年中量化手册-你想了解的关于量化的一切
美银· 2025-06-17 06:17
Quantitative Primer Everything you wanted to know about quant*… Strategy *But were too afraid to ask. Our mosaic of signals… In our 16th annual edition of our quantitative primer, we include macro, sector, stock selection and asset allocation models spanning four decades of performance. These signals represent the underpinnings of our strategy outlook. In our Primer we cover the philosophy behind our models – common sense meets rigorous testing. …hide a graveyard of failed backtests Most of our analyses nev ...
Communications & Tech Today's Top S&P Sectors | Closing Bell
Bloomberg Television· 2025-06-16 20:46
A bit of a reversal Carol Massar from what we saw on Friday with the big sell off. And today it's a big buy the dip. I know.And I'm trying to figure out like how much has really changed. But having said that, I of just keep digging down. There's a lot of gainers in today's session.Semiconductors in particular, guys up almost 3%. So really some outperformance there today. I guess the optimism about perhaps Iran wants to talk to find some resolution to this.Got people more optimistic, Scarlett. But still, it ...
Two-Factor Authentication Codes May Not Be So Private
Bloomberg Technology· 2025-06-16 19:54
This is an investigation, a deep one, Ryan, just showing how actually we shouldn't really be using text SMS as a form of two factor authentication. That's right. Yeah.We we looked in depth at this issue because I think a lot of people don't realize that when you log to whether it's a banking app or whether it's Google or metal, when you receive one of these logging codes via SMS, it's not actually coming directly from the tech company or the platform that you're logging into is routed through intermediaries ...