Estée Lauder (NYSE: EL) shares surged on Monday after Deutsche Bank’s Stephen Powers upgraded the stock from Hold to Buy, citing improved fundamentals and signs of a bottoming global beauty market. The upgrade also reignites attention on Estée Lauder as a high-conviction play for legendary investor Michael Burry. In his latest 13F filing, Burry revealed that he liquidated all other holdings and doubled down on EL, increasing his position to 200,000 shares at an average cost basis of $66. Since then, the sto ...

Core Viewpoint - Gogo has received Supplemental Type Certification (STC) for its Gogo C1 line replaceable unit (LRU), which will support 42 aircraft models and ensure compatibility with its upcoming LTE network upgrade, enhancing inflight connectivity for legacy air-to-ground (ATG) customers [1][2][5]. Group 1: Product and Certification Details - The Gogo C1 LRU has been certified for 42 aircraft models, covering 70% of North American Gogo legacy ATG customer aircraft [1][2]. - The certification allows seamless transition for customers using legacy ATG systems to the upgraded Gogo Biz North American 850MHz Licensed LTE network, set to launch in May 2026 [2][3]. - The C1 features a dual-technology aircard that connects to the existing network and will automatically switch to the new LTE network when available [3]. Group 2: Installation and Incentives - Gogo is offering a $35,000 installation incentive for customers who complete the C1 installation before December 31, 2025 [4]. - The installation process is designed to be straightforward, requiring minimal downtime due to the C1's form-fit replacement design [3][4]. Group 3: Strategic Partnerships and Future Plans - Metrea Aerospace Design (MASD) collaborated with Gogo to generate the AML STC, enhancing the certification process for various aircraft models [2][8]. - Gogo is working with its dealer network to ensure a streamlined installation process for customers transitioning to the Gogo AVANCE products, which offer higher connection speeds and additional features [4][6].

CHANHASSEN, Minn., June 23, 2025 /PRNewswire/ -- Life Time Group Holdings, Inc. (NYSE: LTH) ("Life Time" or "the Company") today announced that it has closed on its sale-leaseback transaction of three properties for approximately $150 million in gross proceeds. Terms were similar to previous transactions. Additional details were not disclosed.Additionally, on June 18, 2025, prior to the completion of the sale-leaseback transaction, S&P Global Ratings ("S&P") upgraded the Company's issuer credit rating to 'B ...

半导体材料ETF（562590）紧密跟踪中证半导体材料设备主题指数，该指数精选40只业务深度覆盖半导 体材料与半导体设备领域的上市公司证券作为样本。指数成分股中汇聚了多家在国产替代进程中表现突 出的龙头企业——例如在刻蚀设备领域实现技术突破的北方华创、中微公司，以及在硅片、电子化学品 等关键材料环节打破海外垄断的沪硅产业、南大光电等，样本股的筛选既聚焦行业核心赛道，充分体现 了半导体产业链自主化升级的发展趋势，反映半导体材料和设备上市公司证券的整体表现。 半导体材料ETF（562590），场外联接（华夏中证半导体材料设备主题ETF发起式联接A：020356；华 夏中证半导体材料设备主题ETF发起式联接C：020357）。 （文章来源：每日经济新闻） 6月23日早盘，半导体板块持续走高。截至10:51，中证半导体材料设备主题指数（931743）强势上涨 2.62%，成分股中晶科技涨停，中科飞测上涨6.75%，中微公司上涨4.67%，广立微，芯源微等个股跟 涨。半导体材料ETF（562590）上涨2.66%，冲击4连涨。流动性方面，半导体材料ETF盘中换手 5.96%，成交2005.94万元。 从资金流向数据来看 ...

electric utilities at Mizuho. Good morning. Good to see you.>> Hey good morning Frank. >> All right. So is a heat wave necessarily good for utilities.Does that increase profits. Does it increase revenue. What does it do.>> A little of everything. It's definitely really good for utilities because we're spending at record levels. Just to give you some numbers here five years ago I think the sector.So if I just use electric, gas and water utilities spending about $150 billion a year in CapEx. And in 2026, we'r ...

酒水新零售模式是融合线上、线下与物流的新兴模式，借助大数据等技术发展，减少了传统经销体系的中间环节，降低了流通成本。2022年酒类新零售市场 规模约为1516.2亿元，预计2025年达1740.0亿元。其中，即时零售模式采用"线上下单+最快30分钟送达"的配送模式，满足了消费者即时化、碎片化的需求， 重塑了决策链路。联合酒水直供模式整合供应链资源，优化流通环节，强化数据赋能。 酒水即时零售市场增长显著，2024年上半年美团闪购酒水即时零售交易规模同比增长超60%，白酒增速高达100%。歪马送酒订单量也大幅增长，2022年同 比增长超1500%。预计到2027年，酒类即时零售渗透率达6%，规模约1000亿。啤酒在即时零售中基本盘稳固，白酒高速增长，葡萄酒潜力待发。消费场景 多元，包括夜间小酌、节庆聚会等，核心消费群体为18-35岁的年轻人，他们需求即时化、碎片化，追求便利性和个性化。 传统酒水渠道面临供应链层级冗余、成本高企、效率低下、库存积压、利润下滑等困境1-103。新兴渠道崛起，即时零售依托外卖配送体系和前置仓模 式，为消费者提供便利服务，联合直供模式压缩流通成本，保障酒品质量，精准匹配供需。渠道权力更迭 ...

WHARTON, N.J., June 18, 2025 /PRNewswire/ -- BAE Systems (LON: BA) partnered with the U.S. Army Combat Capabilities Development Command Armaments Center (DEVCOM-AC) to advance the M109-52 Self-Propelled Howitzer prototype. The Cooperative Research and Development Agreement (CRADA) ensures further development to provide options that enhance long range fires, enhance technology and improve artillery systems Soldiers are using in operations today. The M109-52 Self-Propelled Howitzer at BAE Systems' Elgin, Okla ...

Core Insights - Sharps Technology, Inc. has initiated the second shipment of SoloGard syringes under a $50 million supply agreement with a U.S. healthcare partner, marking a significant step in its commercial operations [1][2][4] - The company is implementing advanced manufacturing upgrades, including new molding and automation systems, to enhance production capacity and efficiency in response to anticipated demand [2][4][7] - The ongoing phased manufacturing upgrade strategy includes a $400,000 purchase order as part of a five-year agreement to supply up to 500 million SoloGard syringes, indicating a transition into revenue-generating operations [3][4] Manufacturing and Operational Enhancements - The newly installed molding and automation systems are expected to improve energy efficiency by over 10 times compared to previous systems, thereby reducing costs and promoting sustainable production [7] - Facility upgrades are being made to cleanroom environments and control systems to enhance product quality and ensure regulatory compliance [7] - Integration of new ancillary systems aims to increase throughput and optimize molding and assembly workflows, supporting the company's long-term growth strategy [7] Product and Market Positioning - Sharps Technology focuses on innovative medical devices, particularly smart safety syringes that feature ultra-low waste design and advanced safety technologies [5] - The SoloGard syringes are FDA- and WHO-approved, highlighting the company's commitment to meeting high regulatory standards in the healthcare industry [3][5] - The company aims to position itself as an innovation-driven manufacturing partner within the healthcare sector, leveraging its strategic investments to fulfill major contracts and scale recurring revenue [4]

12 Jun 2025 22:05:46 ET │ 12 pages Flash | China Healthcare Strong tendering growth continued in May 2025 CITI'S TAKE The medical equipment sector is on track for recovery since last Nov – the tendering continued to grow strongly in May 2025 with yoy growth of 78%, according to Joinchain. Data in Jun will be released around mid Jul. Among leading medical equipment companies, Mindray maintained robust growth of 56% yoy; United Imaging grew by 11% yoy after a surge of 208% yoy in Apr. The strong growth moment ...

Celsius Holdings Inc (NASDAQ:CELH) is set for a higher open, last seen up 5.2% in premarket trading, after TD Cowen upgraded the energy drink stock to “buy” from “hold” and lifted its price target from $37 to $55. The brokerage cited confidence in Celsius’ long-term growth trajectory, fueled by integration of the Alani Nu acquisition and broader retail distribution in 2026.Today’s pop could put CELH back on track toward its June 1 nearly 52-week high of $44, following a short-lived pullback that snapped the ...