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Great Lakes vs. Orion Group: Which Marine Builder is a Better Buy?
ZACKS· 2025-06-25 15:11
Key Takeaways GLDD's Q1 2025 backlog hit $1B, with 95% tied to capital and coastal protection projects. ORN's backlog rose 11% to $839.7M, but its Marine segment accounts for just over 70% of that total. GLDD earnings estimates rose 39.1% for 2025, while ORN's 2026 EPS growth is projected at 153.1%.The firms engaging in public infrastructure are benefiting from a favorable market backdrop of robust public infrastructural demand in the United States, driven by the Infrastructure Investment and Jobs Act (I ...
3 Semiconductor Stocks Poised to Surge on AI Spending
MarketBeat· 2025-06-25 15:10
It’s been a roller coaster year for semiconductor stocks. Many of the biggest names, like NVIDIA Corp. NASDAQ: NVDA, were on a tear heading into the year on plans for a massive data center buildout to support the needs of artificial intelligence (AI). That hope turned to concern in January when China’s DeepSeek large language model was released. This played into the bearish argument that hyperscalers (i.e., companies that require large-scale data centers to accommodate a wide range of cloud computing and da ...
HIMS Investors Have Opportunity to Join Hims & Hers Health, Inc. Fraud Investigation with the Schall Law Firm
GlobeNewswire News Room· 2025-06-25 15:10
LOS ANGELES, June 25, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Hims & Hers Health, Inc. (“Hims & Hers” or “the Company”) (NYSE: HIMS) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Hims & Hers is the subject of an announcement by Novo Nordisk issu ...
Tesla's Europe sales plunge for 5th straight month over lingering Musk brand damage
New York Post· 2025-06-25 15:07
European sales of Tesla vehicles plunged for the fifth month in a row as the company continues to suffer fallout from Elon Musk’s cost-cutting stint in the Trump administration. Tesla’s new car sales plummeted 27.9% in May from the year before, according to data from the European Automobile Manufacturers Association.It’s failing to keep up with a broader trend of sales growth, as electric vehicle sales jumped 27.2% in the region and overall car sales rose 1.9%, according to the EAMA.Tesla electric vehicles ...
Puma Biotechnology: Updated Timelines And A Resurgence In Sentiment
Seeking Alpha· 2025-06-25 15:06
Puma Biotechnology (NASDAQ: PBYI ) is the ever-tenacious odd duck with an approved drug, reasonably good sales, and a continuing pipeline, but no market appreciation. There are very good reasons for this, but I have remained cautiously optimistic aboutI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence ...
专家分析美国介入以伊冲突:没下限相当不体面 抽身已非易事
Nan Fang Du Shi Bao· 2025-06-25 15:05
自21世纪以来,美国在中东地区的政策引发了重重争议与震惊。不论是在民主党还是共和党总统的领导 下,数次在美国国内被认为是"大错误"的行动频频发生,在伊拉克、利比亚、阿富汗等地,数万亿美元 和数千人的性命成为可被牺牲的代价。 南都此前报道,当地时间6月19日,美国白宫就伊朗问题表示,美国总统特朗普将在两周内决定是否攻 击伊朗。美国白宫新闻秘书莱维特当天还表示,美国与伊朗的沟通仍在继续。特朗普称与伊朗谈判"有 很大"机会。 但来自其他消息人士的信息显示,在那时,特朗普"几乎是已经下定决心轰炸伊朗核设施",而这场复杂 袭击的军事准备工作也已在紧锣密鼓地进行中。普遍的意见是,特朗普只是在进行军事"误导"行动,从 而成功实现自1979年以来美国对伊朗境内的首次军事打击。 上海外国语大学中东研究所智库研究员韩建伟此前曾向南都记者指出,她基本上同意特朗普是在"放烟 雾弹"的看法。"而对于一个大国来说,采取这种方式,实际上是相当不体面的,但是特朗普几乎已 经'没有下限',只要能够达成目的,什么手段都可以使用"。 "周六晚上时,媒体报道还称,来自美国的轰炸机刚刚抵达太平洋上的关岛。当时我们很惊讶,因为关 岛距离伊朗还比较远,如 ...
Will New Drugs Enable BMY to Offset the Impact of Generic Competition?
ZACKS· 2025-06-25 15:05
Key Takeaways BMY faces generic pressure on key drugs like Revlimid and Pomalyst, plus Medicare Part D headwinds. New drugs like Reblozyl, Opdualag and Breyanzi are driving growth amid strong uptake and new approvals. BMY trades at 7.34x forward earnings, below its average and the broader large-cap pharma industry.Bristol Myers (BMY) depends on newer drugs like Opdualag, Reblozyl and Breyanzi to stabilize its revenue base as its legacy drugs face generic competition.Legacy Portfolio is adversely impacted ...
Proto Labs (PRLB) Earnings Call Presentation
2025-06-25 15:00
Investor Presentation April 2024 Forward-looking Statements and Non-GAAP Measures 3 Who is Protolabs? Quick Facts (2023) $504M revenue 45% Non-GAAP gross margin* $83M adj. EBITDA* 53,000+ customer contacts 450M+ parts manufactured to- date ~1M sq. ft. of in-house digital manufacturing 100s of digitally enabled global manufacturing * See appendix for reconciliation 4 partners 2 • These slides may contain forward-looking statements. These statements relate to future events or to future financial performance a ...
Kaltura(KLTR) - 2025 FY - Earnings Call Transcript
2025-06-25 15:00
Financial Data and Key Metrics Changes - The meeting confirmed that a quorum was present with 155,125,004 shares of common stock held of record as of April 28, 2025 [8][11] - The preliminary report indicated that Ron Yekatiel and Yael Menor were elected as Class I directors, and the appointment of Kasfer, Gabay and Kasir as the independent auditor for fiscal year 2025 was ratified [11] Business Lines Data and Key Metrics Changes - No specific data or metrics regarding individual business lines were provided during the meeting Market Data and Key Metrics Changes - No specific market data or metrics were discussed during the meeting Company Strategy and Development Direction and Industry Competition - The meeting did not provide detailed insights into the company's strategy or competitive landscape Management's Comments on Operating Environment and Future Outlook - Management did not provide comments on the operating environment or future outlook during the meeting Other Important Information - The meeting included a formal voting process for the election of directors and the appointment of auditors, with results to be published within four business days [11] Q&A Session All Questions and Answers Question: Were there any questions submitted during the Q&A session? - No questions were submitted during the Q&A session [12]
报告预警:今年气候年景偏差,高温热浪等极端天气多发强发
Nan Fang Du Shi Bao· 2025-06-25 14:57
哈特表示,2024年,可再生能源占全球新增电力装机的92.5%,中国作为最大市场与制造基地,其清洁能源产业 占GDP比重超10%,贡献了四分之一经济增长,成为气候行动带来经济红利的明证。 有记录以来最热的十年!联合国呼吁三大关键领域突破 联合国助理秘书长、联合国秘书长气候行动和公正转型特别顾问赛尔温·哈特在会上谈到,《巴黎协定》十年间已 激发全球清洁能源革命,可再生能源成本大幅下降,装机创历史新高,太阳能与风能已成最经济、最迅速的新增 电力选项。 报告也指出,在全球气候变化背景下,预计2025年中国气候年景总体偏差,适应气候变化形势更为严峻。报告强 调,将进一步提升气候变化监测预警和风险管理水平,加快推进适应气候变化能力建设,为提升全球适应气候变 化能力贡献中国方案。 在当天会议上,活动主办方也发出倡议,各方积极参与到应对气候变化工作中来,从日常生产生活做起,节约资 源、减少能源消耗,践行简约适度、绿色低碳、文明健康的生活理念和消费模式,携手推动高质量发展,为建设 人与自然和谐共生的中国式现代化贡献力量,共建清洁、美丽、可持续的未来。 哈特同时也提醒,能源转型速度仍滞后于气候危机恶化步伐。过去十年是有记录以来 ...