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X @Bloomberg
Bloomberg· 2025-06-30 01:13
India’s political leadership didn’t permit strikes on Pakistani military bases at the start of hostilities between the two countries in May, allowing Islamabad to shoot down its fighter jets, according to a military official https://t.co/sX3Jwa3JE7📷: Narinder Nanu/AFP via Getty Images ...
X @Bloomberg
Bloomberg· 2025-06-29 18:54
India’s political leadership didn’t permit strikes on Pakistani military bases at the start of hostilities between the two countries in May, allowing Islamabad to shoot down its fighter jets, a military official said https://t.co/ukWR5XpolH ...
X @The Economist
The Economist· 2025-06-28 21:22
Team ownership is now a serious investment strategy, not just a vanity project. We explain how sport franchises have become a market-beating asset class https://t.co/DBSosdkc4m ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-28 18:55
RT Aporia (@0xaporia)Strategy hopping is one of the most underdiscussed issues on CT imo. It's mostly a flight from the grueling, nonlinear phase where most progress happens.All strategies, even brilliant ones, operate in a landscape of randomness and friction. When people encounter a losing streak, they interpret it as proof that their strategy is flawed, rather than recognizing that noise is part of the system.Suppose a strategy has a 50% success rate; a coin flip. Over 100 trades, the probability of expe ...
Smart investors are calm in the chaos.
Yahoo Finance· 2025-06-28 13:00
It always feels safest, right before it gets dangerous. When you see the VIX at its lowest, when your account is up and the headlines are quiet, that's when most investors let their guard down. But the truth is, in today's market, peace is only an illusion.One unexpected Trump tweet can instantly send stocks into a tail spin, even if nothing really in the world has changed. Why. Because so much of the market is now run by computers that react in seconds to every headline.If you're newer to the game, here's ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-28 05:46
RT Galois Kevin (@Galois_Capital)LoL is like one long laning phase with high mechanical skill requirements for skill shots. DotA is more about macro strategy and both heroes and items are more unique and asymmetric. LoL requires higher APM with the exception of some DotA heroes like Meepo and Invoker while DotA requires more thinking. ...
NIKE Tops Q4 Earnings & Revenues, Shows Progress on Win Now Strategy
ZACKS· 2025-06-27 16:51
Core Insights - NIKE Inc. reported fourth-quarter fiscal 2025 results with revenues of $11.1 billion, a 12% decline year over year, but exceeding the Zacks Consensus Estimate of $10.69 billion [3][8] - Earnings per share (EPS) were 14 cents, down 86% from the previous year, yet above the Zacks Consensus Estimate of 12 cents [2][8] - The company's shares rose 2.8% following the results, although they have lost 1.2% over the past three months compared to a 0.1% gain in the industry [4] Revenue Breakdown - NIKE Brand revenues were $10.8 billion, down 11% year over year, affected by declines across all geographies [5] - In North America, revenues fell 11% to $4.7 billion, with NIKE Direct sales down 14% [6] - EMEA revenues decreased 9% to $3 billion, while Greater China saw a 21% drop to $1.5 billion [10][11] - APLA revenues fell 8% to $1.6 billion, with NIKE Direct dipping 1% [12] Cost and Margin Analysis - Gross profit declined 21% to $4.5 billion, with gross margin contracting 440 basis points to 40.3% due to increased discounts and supply chain issues [13] - Selling and administrative expenses rose 1% to $4.1 billion, with SG&A as a percentage of sales increasing 500 basis points to 37.4% [14] - Demand creation expenses increased 15% to $1.3 billion, while operating overhead expenses decreased 3% to $2.9 billion [15] Balance Sheet and Shareholder Returns - NIKE ended fiscal 2025 with cash and cash equivalents of $7.5 billion, down nearly 24% year over year [16] - The company returned $0.8 billion to shareholders in the fourth quarter, including $202 million in share repurchases and $591 million in dividends [18] Forward Guidance - For fiscal 2026, NIKE expects mid-single-digit revenue decline in Q1 and gross margin contraction of 350-425 basis points [24] - SG&A expenses are projected to increase by low single digits as the company invests in growth initiatives [22] - The company anticipates challenges in digital traffic and classic footwear franchises but sees potential in new product franchises [21][20]
Qifu Technology vs. Sezzle: Which Credit Tech Stock is the Smarter Buy?
ZACKS· 2025-06-27 16:11
Key Takeaways QFIN leverages an AI-powered dual engine model to reduce credit risk and drive strong operating margins. QFIN saw 44.8% operating income growth and launched an AI-Plus strategy to boost underwriting efficiency. SEZL posted 123.3% revenue growth with rising transaction volume and higher purchase frequency per user.Both Qifu Technology (QFIN) and Sezzle (SEZL) are eminent players within the credit tech space. QFIN, a Chinese-based fintech company, serves customers utilizing an AI-powered credi ...
3 Stocks With Upgraded Broker Ratings to Consider for Solid Returns
ZACKS· 2025-06-27 13:51
Key Takeaways EXEL has seen a 5% broker rating upgrade and expects 32% earnings growth in 2025. LYFT earnings are projected to rise 15.8% in 2025, with broker ratings up 2.5% recently. KGC broker ratings rose 8.3% in four weeks as 2025 earnings are projected to surge 69.1%.Stock markets have been experiencing significant volatility of late. This is largely because of geopolitical tensions and the ongoing trade war. These near-term risks have led to expectations of economic slowdown and rising inflation. I ...
Enerpac Tool(EPAC) - 2025 Q3 - Earnings Call Transcript
2025-06-27 13:32
Enerpac Tool Group (EPAC) Q3 2025 Earnings Call June 27, 2025 08:30 AM ET Company Participants Travis Williams - Senior Director of Investor RelationsPaul Sternlieb - CEO, President & DirectorDarren Kozik - EVP & CFODaniel Moore - Director of ResearchSam Karlov - Research Associate Conference Call Participants Tom Hayes - MD & Senior Equity AnalystSteve Silver - Senior Equity Research Analyst Operator Ladies and gentlemen, thank you for standing by. Welcome to the Enerpac Tool Group's Third Quarter Fiscal t ...