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X @Investopedia
Investopedia· 2025-07-24 14:00
A supply chain connects a company to its suppliers and customers through sourcing, manufacturing, and delivery steps. It’s how a product gets from concept to consumer.Learn more: https://t.co/MHZggTlsUe https://t.co/uSt9LFzl3l ...
Lucid Is Down in Late Trading -- Is the Stock a Buy Right Now?
The Motley Fool· 2025-07-23 19:35
Lucid's share price is dipping despite some seemingly positive news.Lucid (LCID -1.76%) stock has seen substantial volatility Wednesday, but it's swung to the red in late trading. The company's share price was down roughly 2% as of 3:15 p.m. ET, but it had been up as much as 5.8% earlier in the day.Lucid stock saw gains early in today's session after the company announced that it had signed on to a new mineral-sourcing initiative. The company published a press release today detailing its collaboration with ...
Home Depot's Inventory Playbook: Is It Delivering Results in FY25?
ZACKS· 2025-07-23 15:51
Core Insights - Home Depot Inc.'s inventory strategy for fiscal 2025 is designed to enhance operational resilience and meet customer demand amid macroeconomic uncertainties, with a year-over-year inventory increase of $3.3 billion to $25.8 billion in Q1 fiscal 2025 [1][11] Inventory Strategy - The increase in inventory is a strategic decision to maintain high in-stock levels ahead of the peak spring season, rather than a reaction to overstocking or panic buying, resulting in improved product availability and faster fulfillment [2] - Home Depot's diversified sourcing strategy, with over 50% of goods sourced domestically, reduces reliance on any single country, helping to manage tariff risks and supply chain disruptions [3][11] - The use of digital tools, such as the AI-powered Magic Apron, enhances online conversions and customer confidence by improving access to product information [3] Market Position and Competitors - Despite a challenging macroeconomic environment, Home Depot has successfully captured demand for smaller DIY and Pro projects, with strong engagement in high-demand categories like building materials and outdoor garden products [4] - Competitors like Lowe's and Floor & Decor are adopting more disciplined inventory strategies, focusing on tighter SKU management and demand forecasting to optimize working capital [5][6] - Lowe's is investing in supply chain modernization and advanced demand forecasting tools to enhance operational efficiency and compete effectively with Home Depot [6][7] - Floor & Decor maintains a focused inventory model with deep inventory levels in key categories, ensuring customer access to necessary products for entire projects [8][9] Financial Performance - Home Depot's shares have declined by 4.6% year to date, compared to a 9.4% decline in the industry [10] - The company trades at a forward price-to-earnings ratio of 23.64X, higher than the industry's 20.52X, with a VGM Score of B [12] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 1.3% for fiscal 2025, but a growth of 9.2% is expected for fiscal 2026 [13]
RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals
GlobeNewswire News Room· 2025-07-23 13:31
SURREY, British Columbia, July 23, 2025 (GLOBE NEWSWIRE) -- RecycLiCo Battery Materials Inc. (“RecycLiCo” or the “Company”) (TSX.V: AMY | OTCQB: AMYZF | FSE: ID4), a critical minerals refining and lithium ion battery upcycling company, today announced that it, together with Lucid (NASDAQ: LCID) and other industry leaders has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), a partnership focused on accelerating the development and procurement of American ...
RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals
Globenewswire· 2025-07-23 13:31
SURREY, British Columbia, July 23, 2025 (GLOBE NEWSWIRE) -- RecycLiCo Battery Materials Inc. (“RecycLiCo” or the “Company”) (TSX.V: AMY | OTCQB: AMYZF | FSE: ID4), a critical minerals refining and lithium ion battery upcycling company, today announced that it, together with Lucid (NASDAQ: LCID) and other industry leaders has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), a partnership focused on accelerating the development and procurement of American ...
The Hidden Middlemen Gaming the US Work Visa Lottery
Bloomberg Originals· 2025-07-21 08:00
H1B Visa Program Overview - H1B visa is a path for foreign workers to work in the United States [1] - The H1B program was designed to attract skilled workers to fill high-skill jobs in the US where domestic talent is lacking [6] - The program is in dire need of reform [26] Challenges and Criticisms - The system is rife with opportunities for fraud and exploitation [4] - The lottery system does not make sense [4] - Some companies use the program as a massive labor arbitrage scheme to increase profits [5] - Staffing companies game the system by submitting the same person's name multiple times in the lottery [11][12] - Outsourcing companies bring in lower-salary workers, potentially undercutting American labor [13] - L1 visas are sometimes used inappropriately for non-managerial roles [19] Impact and Perspectives - Skilled immigrant workers bring money to the US government [3] - Immigrants make up a large portion of Silicon Valley's workforce [27] - Some economists estimate that millions more engineers and developers will be needed in the US [28] - The H1B visa is owned by the employer, giving them significant control over the employee [9][10] - Approximately 80% of H1B petitions are held by Indian workers [7] - In 2023, over 450,000 people registered for the lottery for only 85,000 slots [9]
X @The Wall Street Journal
From @WSJopinion: If Americans put a fair price on their time—on their short- and long-term health, and their kids’ well-being—more households would outsource more DIY projects, writes Roland Fryer https://t.co/e78ndWC6zy ...
X @The Wall Street Journal
From @WSJopinion: If Americans put a fair price on their time—on their short- and long-term health, and their kids’ well-being—more households would outsource more DIY projects, writes Roland Fryer https://t.co/hoAvIdrNTR ...
Norsk Hydro: Voluntary termination of power purchase agreement with Cloud Snurran AB
GlobeNewswire News Room· 2025-07-18 06:00
Core Viewpoint - Hydro has reached a settlement regarding the long-term power purchase agreement (PPA) with Cloud Snurran AB, allowing for compensation of up to EUR 90 million due to the voluntary termination of the PPA [1][2] Group 1: Settlement Details - Hydro is entitled to compensation of up to EUR 90 million for the voluntary termination of the PPA, which includes compensation for non-delivered volumes and future power deliveries [1][2] - The Svea Court of Appeal approved Cloud Snurran AB's reorganization application, leading to the termination of the reorganization process and the final settlement with Hydro [2] - The settlement is expected to become effective in July 2025, subject to certain closing requirements [4] Group 2: Power Purchase Agreement Background - Hydro Energi AS signed a long-term PPA with Cloud Snurran AB in 2018, which stipulated an annual baseload supply of 300 GWh from 2020 to 2030 and 550 GWh from 2031 to 2049 [1] - Cloud Snurran AB has faced financial difficulties and has not delivered the agreed volumes to Hydro since November 2024 [1] Group 3: Sourcing Situation - The sourcing situation at Hydro's Norwegian smelters is robust, with an average annual equity hydropower production of 9.4 TWh and a contract portfolio of around 8.5 TWh per year through 2030 [3] - Hydro is actively pursuing various sourcing options to meet the demand for cost-competitive renewable power as several long-term power agreements will expire at the end of 2030 [3]
Brilliant Earth to Report Second Quarter 2025 Financial Results on August 7th
Globenewswire· 2025-07-17 20:05
SAN FRANCISCO, July 17, 2025 (GLOBE NEWSWIRE) -- Brilliant Earth Group, Inc. (“Brilliant Earth” or the “Company”) (NASDAQ: BRLT), an innovative, global leader in ethically sourced fine jewelry, today announced that it will report second quarter 2025 earnings results before the market opens on Thursday, August 7, 2025. The Company will host an investor conference call and webcast to review these financial results and business outlook at 8:30am ET/5:30am PT on the same day. The webcast can be accessed at http ...