Vibe Coding Tool Replit Doubles In Valuation To $3 Billion https://t.co/X3VmDRMFvB https://t.co/X3VmDRMFvB ...

Vibe Coding Tool Replit Doubles In Valuation To $3 Billionhttps://t.co/L36PtCkvrJ https://t.co/bpCqkQ4MDn ...

What's phenomenal is the valuations, but also the change in valuation. Absolutely, yeah. The company was valued at 60 billion just a few months ago, so this is a really a tremendous leap for anthropic.Kate, you got some interesting details in the reporting about some of the financials, r, r, r in particular. What have we learned. So the companies at about $5 billion in recurring revenue and it's projecting to reach 9 billion by the end of the year.You also managed to name some of the big name investors. The ...

Core Insights - United Parcel Service (UPS) shares fell 10.57% to $90.84 following an earnings miss and a year-over-year revenue decline in Q2 2025 [1][2] - Although revenues of $21.2 billion exceeded expectations, they still represented a 2.7% decline year over year [3][10] - The company did not provide full-year guidance due to ongoing macroeconomic uncertainties [1] Financial Performance - Q2 2025 earnings per share were $1.55, missing the Zacks Consensus Estimate by a penny and declining 13.4% year over year [3][10] - Average daily volumes declined 3.8% year over year in the first half of 2025, attributed to weak consumer sentiment and tariff impacts [11] Market Position - Year-to-date, UPS shares have dropped 28%, underperforming the Zacks Transportation—Air Freight and Cargo industry's 16% decline [5][8] - Over the past year, UPS shares have decreased over 30%, while its industry and FedEx have seen declines of 21% and 22%, respectively [8] Challenges Facing UPS - The company is experiencing a demand slowdown due to declining shipping demand and lackluster online sales [11][12] - Concerns about dividend sustainability arise from an elevated payout ratio of 84%, with free cash flow barely covering dividend payments [13][15] Strategic Moves - UPS plans to reduce its workforce by 20,000, approximately 4% of its global workforce, and shut down 73 facilities to streamline operations [19][21] - The company has also agreed to cut Amazon volumes by more than 50% by June 2026, as Amazon was not considered its most profitable customer [21] Valuation - UPS is currently trading at a forward P/E of 11.99, lower than the industry average of 13.2 and FedEx [17] Investment Outlook - Despite attractive valuation and expansion efforts, near-term risks such as tariff uncertainties and declining earnings estimates suggest that buying UPS stock may be premature [19][22]

Ramp hits $22.5B valuation just 45 days after reaching $16B | TechCrunch https://t.co/eY0lTKwcrD ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] Group 2: Investment Focus - The author emphasizes a focus on sectors such as real estate and renewable energy, which are increasingly relevant in today's investment landscape [1] - The article suggests a commitment to sharing insights and analysis on companies of interest, indicating an intention to engage with a broader audience on investment topics [1] Group 3: Engagement and Thought Leadership - The author expresses a desire to empower informed decision-making among readers, highlighting a goal of fostering financial literacy [1] - There is an intention to grow as a thought leader in finance, suggesting a proactive approach to contributing to discussions in the investment community [1]

WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/dJ7hKcb4OZ https://t.co/dJ7hKcb4OZ ...

powerful as the power of us. >> Who later this week we got a big IPO coming. Figma, the design software company, is looking at an initial valuation in the neighborhood of 20 billion bucks, making this the largest enterprise software deal since 2021.Now, my gut says that this stock should be able to roar right out of the gate. But you know what. I'm hesitant to recommend it.Even though the underlying business is excellent because I'm betting it will quickly get way too expensive. Now, if I'm wrong. If I'm wr ...

WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/GUpcGlCr1D https://t.co/GUpcGlCr1D ...

Anthropic reportedly nears $170B valuation with potential $5B round | TechCrunch https://t.co/iNRMl2Wyfi ...