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Wall Street Roundup: Tesla Skepticism, Google Stands Out, DORK Shorts
Seeking Alpha· 2025-07-25 16:00
J Studios Listen below or on the go on Apple Podcasts and Spotify Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of news, welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Thanks a lot. RS: Our episode on Investing Experts yesterday was talking about ...
Phillips Edison & Company(PECO) - 2025 Q2 - Earnings Call Presentation
2025-07-25 16:00
Company Overview - PECO's total enterprise value is $7.3 billion[7] - The company's dividend yield is 3.5%, based on an annualized rate of $1.23 per share[7] - PECO retains 94% of its portfolio[7] Portfolio Composition & Strategy - 70% of PECO's ABR (Annual Base Rent) comes from necessity-based neighbors[7] - 85% of PECO's ABR is anchored by 1 or 2 grocery sales[7] - Grocery/Pharmacy/Liquor account for 23% of imported COGS (Cost of Goods Sold)[34] Financial Performance & Guidance - PECO's Q2 2025 Net Income per Share is $0.31[54] - The company's Core FFO (Funds From Operations) per share for Q2 2025 is $1.29[54] - PECO projects a full-year 2025 Core FFO per share between $2.55 and $2.60[54] - Same-Center NOI (Net Operating Income) growth is guided between 3.10% and 3.60% for full-year 2025[54] Acquisition Activity - PECO's 2025 YTD (Year-to-Date) acquisitions total $279.7 million[54] - The company anticipates total acquisitions between $350 million and $450 million for full-year 2025[54] - PECO has acquired 1,173,733 GLA (Gross Leasable Area) in 2025 YTD acquisitions[52]
Important August 19, 2025 Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Apple Inc. Investors of Securities Fraud Class Action Lawsuit
GlobeNewswire News Room· 2025-07-25 15:56
Core Viewpoint - A securities class action lawsuit has been filed against Apple Inc. for allegedly making false and misleading statements regarding the integration of advanced AI-based Siri features into its devices, which may impact iPhone 16 sales and overall business prospects [2][4]. Group 1: Lawsuit Details - The lawsuit was filed in the United States District Court for the Northern District of California on behalf of investors who purchased Apple securities between June 10, 2024, and June 9, 2025 [1]. - The lead plaintiff deadline for the lawsuit is August 19, 2025 [1][3]. Group 2: Allegations Against Apple - The complaint alleges that Apple misstated the time required to integrate advanced AI-based Siri features, making it unlikely these features would be available for the iPhone 16 [2]. - The absence of these advanced features is claimed to negatively affect iPhone 16 sales, leading to an overstatement of Apple's business and financial prospects [2]. Group 3: Lead Plaintiff Process - Investors may seek to be appointed as a lead plaintiff representative of the class by the deadline or may choose to remain absent [3]. - The lead plaintiff will act on behalf of all class members and select counsel to represent the class [3]. Group 4: Firm Background - Kessler Topaz Meltzer & Check, LLP has a reputation for prosecuting class actions and has recovered billions for victims of corporate misconduct [4].
Luxury and the 'K-shaped' economy
CNBC Television· 2025-07-25 15:53
Louis Vuitton, the latest luxury name to report results, giving us some clues about how how the high-end consumer is holding up. Robert Frank is here with that story. Better than the low-end consumer, right.>> Certainly. And it was really interesting stock action this morning with LVMH. It was down initially.Now it's bouncing back after that initial fall. And that's because it was a weak quarter for the world's largest luxury company. Overall sales down 4%.Its core fashion and leather goods. That's the big ...
How Sustainable Design Can Reinvent Everyday Products | Ridhi Singhai | TEDxIITGandhinagar
TEDx Talks· 2025-07-25 15:38
[संगीत] [प्रशंसा] [संगीत] हाय एवरीवन केम छो आई एम रिधि सिंघाई एंड आई एम एन एंटरप्रेन्योर फाउंडर ऑफ टिंट बॉक्स अ ब्रांड अ पर्पसफुल ब्रांड दैट इज़ इंटू सस्टेनेबल एंड स्टाइलिश प्रोडक्ट्स। आई एम द मदर ऑफ अ 12 ईयर ओल्ड। एंड हियर आई एम। मे बी यू गाइस वुड हैव सीन अस ऑन शार्क टैंक। मी माय को-फाउंडर माय फादर। रिसेंटली वी वर फीचर्ड एंड आई एम हियर नॉट टू एक्चुअली शेयर व्हाट टिन बॉक्स इज और व्हाट वी एक्साक्टली आर डूइंग। बट वहां तक की जर्नी कैसी रही. हाउ डिड वी लीड टू देयर एंड फॉर दैट मैटर इवन हियर। यू नो, दिस इज़ आल्सो अ ...
The Courage to Rewrite Your Own Story | Rekha Rao | TEDxKIS Pune Youth
TEDx Talks· 2025-07-25 15:37
[Music] 10 years old, I used to collect ads from the glossy newspapers that used to come only on Sunday at that point of time and magazines. And that I think was the beginning of my obsession with wanting to be in advertising. And as a 10-year-old, I didn't know what advertising was.Neither did my family. And uh it was all about what happens and who's the person creating this. And it was that when I grow up, I want to be this person who's creating these ads.And that I think was somewhere embedded so deeply ...
Stardust and Stories: Why Asteroids Matter to Us All | Samir Dhurde | TEDxKIS Pune Youth
TEDx Talks· 2025-07-25 15:37
[Music] Good morning everyone. I am Samir Dur. I am an astronomer but I am also a person who like to tell stories.Stories about science especially and about this field of work that I am into which is astronomy. So today I am going to tell you some stories and it begins with the story of a friend who I have here a tiny dinosaur. She's here and actually I don't have to tell you the story because this must be well known to you.It's a story about how a big piece of space rock came from space and about 65 millio ...
UIS vs. DXC: Which IT Services Stock is the Better Buy Now?
ZACKS· 2025-07-25 15:36
Key Takeaways DXC is gaining traction with a 1.2 book-to-bill ratio and 20% bookings growth in 4Q25.UIS saw a more than 80% y/y surge in total contract value, led by DSS and cybersecurity demand.DXC ended fiscal 2025 with $1.8B in cash and plans share repurchases amid strategic execution progress.Unisys Corporation (UIS) and DXC Technology Company (DXC) are two legacy players in the global IT services space, both undergoing significant transformations to stay relevant in an era driven by digital modernizati ...
Betterware de Mexico Q2: Still Undervalued Despite A Strengthening Outlook
Seeking Alpha· 2025-07-25 15:35
An individual investor primarily focused on undercovered companies, with up to 100 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a broad range of companies globally. Through my years of analyzing countless companies, I have accumulated professional investment experience within my circle of competence. I have a Masters degree in Electrical Engineering and currently work as an automotive ba ...