He actually calls for a much more modest $6,500 target by end of 2025Clearly a misprint by Cointelegraph here ...

Well, the only thing I can say is that we've seen no evidence of price pressures to date, either in the official data or in some of the unofficial much more highfrequency data that is that are studied by from from individual stores that are studied by academics. And so, as a result, all I can say is we haven't seen that yet. Is it possible that we ultimately get some volatility in prices along the lines I described before.Sure, it's possible, but other things are possible, too. You know, every event, you kn ...

Core Insights - Exxon Mobil Corporation (XOM) anticipates a decline in earnings for Q2 2025 due to lower oil and natural gas prices, which is a significant concern given the company's reliance on exploration and production activities [1][3] Price Trends - The average spot prices for West Texas Intermediate (WTI) crude were $63.54, $62.17, and $68.17 per barrel for April, May, and June respectively, indicating a decline from Q1 prices which averaged $75.74, $71.53, and $68.24 per barrel [2] - Natural gas prices have also shown a similar downward trend, impacting the overall pricing environment for the energy sector [2] Earnings Impact - XOM forecasts that lower oil prices will reduce its upstream earnings by $800 million to $1.2 billion, while changes in gas prices could decrease upstream profit by $300 million to $700 million, leading to an expected earnings per share (EPS) of $1.47 for Q2, a decline of nearly 31% year over year [3][7] - The Zacks Consensus Estimate for EOG Resources, Inc. (EOG) is $2.13 per share for Q2, reflecting a 33% year-over-year decline, while ConocoPhillips (COP) is estimated at $1.44 per share, indicating a 27.3% decline [5] Stock Performance and Valuation - XOM shares have increased by 3.7% over the past year, contrasting with a slight decline of 0.6% in the broader industry [6] - XOM's current trailing 12-month enterprise value to EBITDA (EV/EBITDA) ratio stands at 6.89X, which is above the industry average of 4.16X [8] Earnings Estimates Revision - The Zacks Consensus Estimate for XOM's earnings for 2025 has been revised upward in the past week, with current estimates for Q2 at $1.47, next quarter at $1.48, and the current year at $6.33 [10][11]

Core Viewpoint - LendingClub (LC) shares have increased by 14.5% in the past four weeks, closing at $12.25, with a mean price target of $15.35 indicating a potential upside of 25.3% [1] Price Targets and Analyst Estimates - The mean estimate consists of 10 short-term price targets with a standard deviation of $2.75, where the lowest estimate is $12.00 (indicating a 2% decline) and the highest is $19.50 (indicating a 59.2% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement [2][9] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about LC's earnings prospects, with a positive trend in earnings estimate revisions correlating with potential stock price increases [4][11] - The Zacks Consensus Estimate for the current year has risen by 2.8% over the past month, with no negative revisions [12] - LC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Conclusion on Price Movement - While consensus price targets may not be reliable for predicting exact stock gains, they can provide a directional guide for potential price movements [14]

Core Insights - Altria Group, Inc. is recognized for its perceived safety in investments, often associated with phrases like "Sleep well at night" and "Like Clockwork" [1] Group 1 - The company is known for its dividends, appealing to long-term investors through Dividend Growth Investing (DGI) and Dividend Reinvestment Plans (DRIP) [1] - Altria is also considered a viable option for short-term trading, indicating its versatility in investment strategies [1]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing to maximize profits, highlighting the challenges investors face in maintaining momentum in stock prices [1][2]. Group 1: Stock Performance - Allot Communications (ALLT) has shown a significant price increase of 58.3% over the past 12 weeks, indicating strong investor interest [4]. - In addition to the long-term trend, ALLT has maintained a price increase of 2.9% over the last four weeks, suggesting that the upward trend is still intact [5]. - Currently, ALLT is trading at 90.5% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - ALLT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock also has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like ALLT that have sufficient fundamental strength to sustain their recent uptrends [3]. - The article suggests that there are multiple stocks passing through this screening process, providing additional investment opportunities for trend-focused investors [8].

Core Insights - Hologic (HOLX) is currently attractively priced with a Value Score of B, trading at a forward five-year price-to-sales (P/S) of 3.39X, which is lower than its median of 4.33X and the industry average of 4.14X [1][4] - The company has faced a tough macroeconomic environment, resulting in a 10.8% year-to-date decline in shares, underperforming the industry and S&P 500 [5] - Despite returning to top-line growth in Q3 of fiscal 2024, fiscal 2025 has shown mixed performance with a 0.9% revenue increase in Q1 and a 1.2% decline in Q2 [7][10] Valuation Comparison - Hologic's P/S ratio of 3.39X is favorable compared to peers QIAGEN (3.30X) and Abbott (2.50X), but it trades at a premium to the broader Medical sector's historical average of 2.33X [4] - The company has reaffirmed its revenue guidance but lowered its adjusted EPS forecast to $4.15-$4.25 from $4.25-$4.35, indicating potential challenges ahead [12] Performance Challenges - Hologic's performance has been impacted by a stronger U.S. dollar, a significant drop in Breast Health revenues, and the loss of a $50 million annual revenue stream from HIV testing in Africa [8][10] - Analysts have become increasingly cautious, with the Zacks Consensus Estimate for fiscal 2025 EPS decreasing by 2.1% to $4.19 over the past 90 days [13] Growth Drivers - The Surgical business has shown a 7.6% compound annual growth rate (CAGR) over the last decade, driven by products like MyoSure and the acquisition of Gynesonics [15] - Hologic's strong financial health is highlighted by $169.5 million in operating cash generated in Q2 of fiscal 2025 and a cash position of $1.43 billion [16] Overall Outlook - While Hologic's Surgical division shows ongoing momentum and financial stability, macroeconomic headwinds and declining sales in key areas have negatively impacted performance [17] - The negative earnings estimate trend suggests continued near-term challenges, leading to a less compelling investment case at this time [18]

Joining us now with the details, White House Council of Economic Adviserss Stephen uh Myron and um Okay, maybe now, but they're going up any any time now. Uh Stephen, one of these CPI or PPI prints is going to be frightening because of tariffs. No, we've been waiting and waiting and you're telling me that that prices have actually been declining.Good morning. Thanks for having me. Yeah.So what we did was we looked through the details of the PCE inflation data and CPI2 and then at every good in those data we ...

原油市场认知差：OPEC+增产≠真实供应 油价无视供应端利空，底气如何？炼油需求正冲历史峰值，美国页岩油钻井数暴跌，贸易乐观情绪提振 维持多久？油价将现"夏季闪电战"，注意多头反攻开启短暂时间窗口>> 相关链接 ...

Industry Overview - The Leisure and Recreation Services industry is experiencing growth due to optimized business processes, consistent partnerships, and digital initiatives [1] - Strong demand for concerts, easing trade tensions, and robust bookings for cruise operators are supporting the industry [1][2] Cruise Industry - The cruise industry is benefiting from strong demand and increasing booking volumes, with solid pricing and onboard spending contributing positively [3] - Carnival Corporation & plc (CCL) is raising its full-year 2025 guidance due to sustained demand strength and operational efficiency [5][6] - CCL has an expected revenue growth rate of 5.4% and earnings growth rate of 38% for the current year [6] Theme Park Industry - The theme park industry is also seeing robust demand, with operators benefiting from improved visitation [3] Company Highlights - **Carnival Corporation & plc (CCL)**: Zacks Rank 2, benefiting from increased booking volumes and onboard revenues, with a P/E ratio of 15.1X compared to the industry average of 21.7X [5][7] - **Manchester United plc (MANU)**: Zacks Rank 1, expected revenue growth of 9.6% and earnings growth of 56.6% for the current year, with a potential upside of 50.1% from current brokerage targets [10][12][13] - **The Marcus Corporation (MCS)**: Zacks Rank 2, engaged in lodging and entertainment, with expected revenue growth of 5.2% and earnings growth of over 100% for the current year [14][15] - **Madison Square Garden Sports Corp. (MSGS)**: Zacks Rank 2, expected revenue growth of 6.5% and earnings growth of over 100% for the current year, with a potential price target increase of 24.8% [18][20] - **Pursuit Attractions and Hospitality Inc. (PRSU)**: Zacks Rank 1, expected revenue growth of 6.2% and earnings growth of 11% for the next year, with a potential price target increase of 44.4% [22][23][24]