Forbes Daily: Earnings Optimism Drives S&P 500 To New Heightshttps://t.co/IcjNnOF85L https://t.co/2EPdR8Bwgb ...

Valuation Metrics - Adjusted Market Capitalization is less than $30 billion [1] - Annualized earnings are approximately less than $1 billion [1] - Price-to-Earnings ratio is around 30x [1] Financial Health - Strong earnings quality and growth are observed [1] Competitive Analysis - The company's performance looks very good compared to its competitors [1]

Market Performance - S&P 500 创下新纪录高位 [1] - 股票受到好于预期的盈利、零售额和首次申请失业金人数的提振 [1]

Core Viewpoint Commerce Bancshares Inc. (CBSH) reported strong second-quarter 2025 earnings, driven by increased net interest income and non-interest income, despite facing higher expenses and provisions for credit losses. Financial Performance - Earnings per share (EPS) for Q2 2025 was $1.14, exceeding the Zacks Consensus Estimate of $1.02, and reflecting a 10.7% increase year over year [1][9] - Net income attributable to common shareholders was $152.5 million, up 9.3% from the previous year, surpassing the estimate of $128.5 million [2] Revenue and Income Breakdown - Total revenues reached $445.8 million, a 7.5% increase year over year, exceeding the Zacks Consensus Estimate of $430.4 million [3] - Net interest income (NII) was $280.1 million, up 6.8% from the prior year, also surpassing the estimate of $265.7 million [3] - Non-interest income increased to $165.6 million, an 8.8% rise year over year, driven by growth in most components except for bank card transaction fees and loan fees [4] Expense Analysis - Non-interest expenses rose 5.3% year over year to $244.4 million, attributed to increases in nearly all cost components [4] - The efficiency ratio improved to 54.77% from 55.95% in the previous year, indicating enhanced profitability [5] Loan and Deposit Trends - As of June 30, 2025, net loans were $17.50 billion, a 1.7% increase from the prior quarter, while total deposits declined 1.3% to $25.49 billion [6] Asset Quality - Provision for credit losses was $5.6 million, a 2.4% increase year over year, with the allowance for credit losses on loans to total loans at 0.94% [7] - The ratio of annualized net loan charge-offs to total average loans decreased to 0.22% from 0.23% [7] Capital Ratios and Profitability - The Tier I leverage ratio improved to 12.75% from 12.13% year over year, and the tangible common equity to tangible assets ratio increased to 10.86% from 9.82% [10] - Return on total average assets was 1.95%, up from 1.86% in the prior year, while return on average equity decreased to 17.40% from 18.52% [10] Share Repurchase Activity - In the reported quarter, the company repurchased 0.17 million shares at an average price of $60.54 [11] Strategic Developments - Commerce Bancshares announced an agreement to acquire FineMark Holdings for $585 million, expected to close on January 1, 2026, subject to regulatory approval [12] - The acquisition is projected to be 6% accretive to CBSH's 2026 GAAP earnings, with anticipated cost savings of 15% of FineMark's non-interest expenses [13]

Core Insights - Abbott Laboratories (ABT) reported second-quarter 2025 adjusted earnings per share (EPS) of $1.26, beating the Zacks Consensus Estimate by 0.8% and improving 10.5% year over year [2][8] - Despite strong earnings and revenue results, ABT stock fell 5% in pre-market trading due to cautious third-quarter guidance [2][8] Revenue Performance - Worldwide sales reached $11.14 billion, a 7.4% increase year over year, surpassing the Zacks Consensus Estimate by 0.6% [3][8] - Organic sales improved by 6.9% year over year, with organic sales excluding COVID-19 rising by 7.5% [3] Segment Analysis - Established Pharmaceuticals segment sales increased by 6.9% on a reported basis to $1.38 billion, with organic sales in emerging markets growing by 8.7% [4] - Medical Devices segment sales rose 13.4% year over year to $5.37 billion, driven by Diabetes Care and Structural Heart products [5][8] - Diabetes Care division reported organic sales growth of 19.6%, with continuous glucose monitors contributing $1.90 billion to total sales [6] - Nutrition sales rose 2.9% year over year to $2.21 billion, with Adult Nutrition benefiting from strong global growth [7] - Diagnostics sales declined 1% year over year to $2.17 billion, impacted by lower COVID-19 testing-related sales [9] Margin and Expense Details - Gross profit increased by 8.9% year over year to $6.29 billion, with gross margin expanding by 79 basis points to 56.4% [9][10] - Selling, general and administration expenses rose 5.3% to $3.09 billion, while research and development expenses increased by 3.9% to $725 million [10] Financial Guidance - For full-year 2025, Abbott expects adjusted diluted EPS in the range of $5.10-$5.20, with organic sales growth projected at 7.5-8.0% [11] - Third-quarter adjusted diluted EPS is expected to be between $1.28 and $1.32, slightly below the Zacks Consensus Estimate of $1.34 [12] Strategic Developments - Abbott announced favorable data from the AVEIR Conduction System Pacing clinical study and received FDA approval for its Tendyne transcatheter mitral valve replacement system [14] - Plans to develop a new cardiovascular device manufacturing facility in Georgia, expected to be completed by 2028 [14]

for more on the markets and how investors uh may want to position themselves in the second half of the year. We are joined now by Charmine Mosa Mosavar. I always I always butcher your name.It kills me. It kills me. Uh kills me.It I know it's it's it's horrible. Chief investment officer uh for Goldman Sachs Wealth Management. Good morning to you. Good morning.We've got I'm happy to go by my first name. That's okay, too. You can just say we've known each other a long time and every time I You know what it is. ...

Volvo reported better-than expected second-quarter earnings as signs of a recovery in Europe helped offset weak demand for trucks in North America https://t.co/yKDcLyh9fB ...

there's a sense, okay, we had the initial reaction, now we've kind of recovered, maybe people were overreacting and they we shouldn't take this threat too seriously. How does it fit in with everything else that's going on here. Yeah, I think we could look at the tariffs and the market's reaction uh as a bogey here, which is it went from, oh my god, where this is heading to until something becomes law and it's implemented, let's count it as noise, right.And uh the important thing here is that it's clear that ...

Stock futures were mixed Wednesday as Bank of America reported mixed results and earnings kept rolling in. Bitcoin moved higher on optimism that Congress would move forward with crypto legislation. Here's what investors need to know today. https://t.co/AKvM9mZoat ...

Token Buyback & Revenue Share - Pump 团队已开始在公开市场上回购 $PUMP [1] - $PUMP 持有者根据 180 天的追踪数据，每天获得 538,000 美元的回购（假设 25% 的收入分成）[1] - 相当于每年 1.966 亿美元直接流向代币持有者 [1] Valuation - 当前估值：60 亿美元完全稀释估值 (FDV) / 21.2 亿美元市值 [1] - 市值/收益 (MC/E)：10.78 倍（180 天）[1] - 完全稀释估值/收益 (FDV/E)：30.51 倍（180 天）[1] Peer Comparison - $JUP 的市值/收益 (MC/E) 为 14.17 倍，完全稀释估值/收益 (FDV/E) 为 32.33 倍 [1] - $RAY 的市值/收益 (MC/E) 为 13.09 倍，完全稀释估值/收益 (FDV/E) 为 27.08 倍 [1] - $HYPE 的市值/收益 (MC/E) 为 26.78 倍，完全稀释估值/收益 (FDV/E) 为 80.24 倍 [1] - 对比显示 Pump 的交易价格存在折价 [1]