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X @The Economist
The Economist· 2025-07-26 03:20
India can be a difficult place to live, with its pollution, noise and chaos. Increasingly, rich folk prefer “ultra-luxury” towers with valets, acres of gardens and private cinemas. But are they worth the price? https://t.co/AgesbJ7n6h ...
VSS: Why I Keeep Buying International Small Caps
Seeking Alpha· 2025-07-26 03:16
Core Insights - The Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS) has experienced a significant rally, being up 14 of the past 16 weeks, indicating strong performance in the international small-cap sector [1]. Group 1: Performance Analysis - The VSS ETF has shown resilience and upward momentum, suggesting potential investment opportunities in international small-cap equities [1]. Group 2: Market Context - The article highlights the importance of thematic investing and macro drivers affecting asset classes, which may influence the performance of funds like VSS [1].
英特尔(INTC.US)确认剥离网络通信业务 锚定投资模式复制Altera路径
智通财经网· 2025-07-26 03:15
智通财经APP获悉,据一份内部备忘录显示,英特尔(INTC.US)披露将分拆其网络与边缘事业部 (NEX),并为该业务单元寻求外部投资。这份由NEX事业部负责人Sachin Katti撰写的文件已获得英特尔 发言人确认。 自2023年初起执掌NEX事业部的Katti,今年4月被首席执行官陈立武任命兼任首席技术与人工智能官, 负责制定这家芯片巨头的AI战略。在备忘录中,Katti表示英特尔已于周四"内部宣布"将"NEX业务转型 为独立公司",旨在打造"专注于关键通信、企业网络和以太网连接基础设施的尖端硅解决方案供应 商"。 英特尔发言人在声明中证实:"我们计划将网络与通信业务的核心板块剥离成立独立公司,并已启动战 略投资者遴选程序。与Altera交易类似,英特尔将保留锚定投资者身份,在推动业务增长的同时分享未 来收益。" 陈立武自三月接任CEO以来,始终明确将剥离非核心战略资产。5月有报道曾透露英特尔考虑出售NEX 事业部。尽管在周四财报电话会议中未直接提及NEX分拆,陈立武谈及了包括本月稍早减持 Mobileye(MBLY.US)股份在内的"非核心资产处置"计划。据其透露,预计9月底前将完成向银湖资本出 售A ...
We sold the last of our Berkshire shares, says Smead Capital's Bill Smead
CNBC Television· 2025-07-26 03:09
We sold the last of our Bergkshire Hathaway in the in the previous quarter. Uh the the reason is a there was a premium associated with him being deeply involved in most every aspect of the major investments and then b it's a major large cap stock. So, for example, we got a chart the other day.The the uh uh cycllically adjusted PE ratio of Schiller broke the record lately. It it's broken the record, right. And they looked at all the prior times that it broke the record.And over the following three and fiveea ...
X @Ivan on Tech 🍳📈💰
Ivan on Tech 🍳📈💰· 2025-07-26 03:08
RT StarPlatinum (@StarPlatinumSOL)Insider activity detected on $PUMP launchInsider wallets sold 25.5 billion tokens worth $141 million between July 17 and 21Only 5 to 9 days post-TGE.The team made $39.65 million in profit.40% of the total supply was in the hands of insiders and fully liquid from day one.One of the main wallets (Wintermute)44P5Ct5JkPz76Rs2K6juC65zXMpFRDrHatxcASJ4DyraSold 12.5B tokens for $67.2M in just two days.Another wallet:Fua2DmFyPb2aT6JMQ55SFGRkcSVtoq772VzyXGfcgXTwMoved 12.5B through 13 ...
JAKKS Pacific: Caught In Tariff Turmoil (Rating Downgrade)
Seeking Alpha· 2025-07-26 03:04
Company Overview - JAKKS Pacific, Inc. reported concerning Q2 results, indicating significant tariff turbulence due to sourcing from China [1] - The company previously experienced strong operational momentum with content-led sales growth, but this momentum is now challenged [1] Industry Context - The toy industry is facing challenges related to tariffs and sourcing issues, particularly from China, impacting companies like JAKKS Pacific [1]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-26 03:01
Israel has emerged from a string of stunning military successes with nearly unchecked power in the Middle East. Washington is struggling to adjust. https://t.co/L4ya2bBX8u ...
X @Crypto.com
Crypto.com· 2025-07-26 03:01
Seasonal picks from the chef. As for the payment method? Evergreen.Jade turns everyday spending into elevated rewards. https://t.co/rjw21Foiid ...