高盛已将2025年下半年伦敦金属交易所(LME)铜价预测上调至平均9890美元，高于此前的9140美元，预 计铜价到今年12月将下跌至9700美元；2025年铜价有望达到每吨10,050美元的峰值。预计2026年铜价全 年均价为每吨10,000美元(此前预测为10,170美元)，并预计到2026年12月将达到10,350美元。(智通财经) ...

以色列航空计划下周起恢复所有目的地常规航班 智通财经6月26日电，据央视新闻，当地时间25日，以色列航空宣布重新开放销售其所有航线的机票， 并计划从下周起恢复所有目的地的常规航班。 ...

Core Insights - Amphenol (APH) and Bel Fuse (BELFB) are prominent manufacturers of electrical and electronic products, with Amphenol focusing on connectors, interconnect systems, antennas, and cables, while Bel Fuse offers products that power, protect, and connect electronic circuits [1][2] Market Overview - The global electronic components market was valued at $393.63 billion in 2024 and is projected to grow to $847.88 billion by 2032, with a CAGR of 10.3% from 2025 to 2032, presenting significant growth opportunities for both companies [3] Amphenol (APH) Analysis - Amphenol's diversified business model reduces volatility across end markets and geographies, with strong demand in commercial aerospace and defense driving growth [4] - The company anticipates high-single-digit sequential sales growth in Q2 2025, supported by demand for jetliners and next-gen aircraft [4] - The increasing use of AI and machine learning is expected to enhance APH's long-term prospects in the IT datacom market [5] - Acquisitions have bolstered APH's product offerings, contributing 8% to 2024 revenues, with notable acquisitions including CIT and Lutze [6][7] - APH's acquisition of CommScope's Andrew business is projected to add approximately $0.09 to earnings in 2025, while the LifeSync acquisition enhances its medical interconnect product range [7] Bel Fuse (BELFB) Analysis - Bel Fuse also benefits from a diversified business model, with a backlog of orders reaching $395.7 million, up 4% sequentially, driven by strength in aerospace, defense, space, and AI [8] - However, Bel Fuse faces challenges from lower sales in the consumer market and elevated costs associated with the Enercon acquisition, impacting revenues [9][10] - The company is implementing cost-saving initiatives expected to materialize over the next 12 to 18 months [11] Stock Performance and Valuation - Year-to-date, APH shares have increased by 37.9%, outperforming BELFB's 12.1% rise [12] - Valuation metrics indicate APH shares are overvalued with a Value Score of D, while BELFB shares are considered cheap with a Value Score of B [15] - APH's forward 12-month Price/Sales ratio stands at 5.58X, significantly higher than BELFB's 1.82X [18] Earnings Estimates - The Zacks Consensus Estimate for APH's 2025 earnings is $2.68 per share, reflecting a 41.8% year-over-year increase [19] - For Bel Fuse, the consensus estimate for 2025 earnings is $6.05 per share, indicating an 84.45% year-over-year increase [20] Investment Outlook - Amphenol is viewed as a stronger investment option compared to Bel Fuse, benefiting from acquisitions and solid cash flow, while Bel Fuse is facing tariff-related challenges [21] - Amphenol holds a Zacks Rank 2 (Buy), while Bel Fuse has a Zacks Rank 3 (Hold) [22]

Core Insights - FedEx reported strong fourth-quarter fiscal 2025 results, beating both earnings and revenue estimates, but provided a dismal outlook, leading to a more than 5% drop in shares after market close [1][3] Financial Performance - Earnings per share for FedEx were $6.07, surpassing the Zacks Consensus Estimate of $5.93 and improving from $5.41 a year ago [3] - Revenues increased by 0.5% year over year to $22.2 billion, exceeding the consensus estimate of $21.7 billion [3] Future Outlook - For the first quarter of fiscal 2026, FedEx expects revenues to be flat or increase by up to 2%, with adjusted earnings per share projected between $3.40 and $4.00 [4] - The Zacks Consensus Estimate for revenues indicates a growth of 0.21%, while the estimate for earnings per share is $4.05 [4] - FedEx did not provide earnings and revenue forecasts for fiscal 2026 due to uncertainties surrounding U.S. trade policies, particularly with China [5] Cost Management - FedEx achieved its $4 billion cost-cutting goal and aims to trim an additional $1 billion in the upcoming fiscal year [5] ETF Impact - The sluggish trading is expected to affect ETFs with high allocations to FedEx, including ProShares Supply Chain Logistics ETF, iShares U.S. Transportation ETF, First Trust Nasdaq Transportation ETF, and Pacer Industrials and Logistics ETF [2] ETF Details - ProShares Supply Chain Logistics ETF holds 40 stocks, with FedEx accounting for 4.6% of assets, and has an asset base of $0.9 million [6][7] - iShares U.S. Transportation ETF includes 44 securities, with FedEx making up 4.5% of assets and has $657.1 million in AUM [8][9] - First Trust Nasdaq Transportation ETF tracks 38 transportation securities, with FedEx accounting for 3.6% of the basket and has an asset base of $28.4 million [10][11] - Pacer Industrials and Logistics ETF tracks 109 stocks, with FedEx representing 3.1% of the holdings and has accumulated $1.6 million in assets [12][13]

Core Viewpoint - Idorsia Ltd. successfully held bondholder meetings to approve amendments to the terms of its convertible bonds, extending their maturity dates significantly [1][2][3]. Group 1: Bondholder Meetings - Two bondholder meetings were conducted for Idorsia's CHF 200 million convertible bonds maturing in 2025 and CHF 600 million convertible bonds maturing in 2028 [2]. - The amendments include extending the maturity date of the CB 2025 to July 17, 2034, and the CB 2028 to August 4, 2038 [2]. Group 2: Voting Outcomes - A significant majority of 89.5% of CB 2025 holders and 93.5% of CB 2028 holders voted in favor of the amendments, surpassing the required two-thirds majority [3]. - The amendments will become binding upon approval by the higher cantonal composition authority and are contingent on the completion of the repurchase offer for both bonds [3]. Group 3: Company Overview - Idorsia Ltd. aims to challenge medical paradigms and develop transformative medicines, positioning itself as a leading biopharmaceutical company [6]. - The company is headquartered near Basel, Switzerland, and has a strong focus on small-molecule drug discovery [7].

Company Acquisition - The Akkermansia Company (TAC) has been acquired by Danone, a leading global food and beverage company [1] Product Development - TAC's founding scientists discovered the biotic strain Akkermansia muciniphila MucT in 2004, demonstrating its ability to reinforce the gut barrier, reduce inflammation, and counteract metabolic disorders such as obesity, diabetes, and cardiovascular disease [2] - The company holds broad patents protecting the use of the Akkermansia species, including the pasteurized version MucT, which is its most bio-efficacious form [2] Market Expansion - TAC is expanding its business into key markets in Europe, North America, and Asia, aiming to accelerate global growth of the pasteurized Akkermansia muciniphila MucT strain [3] - The CEO of TAC expressed excitement about joining Danone, highlighting the resources that will facilitate faster brand development [3] Vision and Goals - TAC's Chief Technology Officer emphasized the goal of providing billions of consumers with improved metabolic health through Akkermansia [4] - The company aims to shift the focus of microbiome health from symptoms to root causes, positioning itself as a leader in next-generation probiotic and postbiotic supplements [5]

Core Insights - Holzer & Holzer, LLC is investigating Ichor Holdings, Ltd. for potential compliance issues with federal securities laws following disappointing Q1 2025 financial results [1] - Ichor's CEO indicated that the company's strategy did not yield the expected margin flow due to higher-than-forecasted external supply purchases [1] - The announcement of these results led to a decline in Ichor's stock price [1] Company Overview - Ichor Holdings, Ltd. trades on NASDAQ under the ticker ICHR [1] - The company reported its Q1 2025 financial results on May 5, 2025 [1] Legal Context - Holzer & Holzer, LLC is a law firm specializing in securities litigation, representing shareholders and investors in various legal actions [3] - The firm has a history of recovering significant amounts for shareholders affected by corporate misconduct [3]

Core Insights - Acuity (AYI) has a strong track record of exceeding earnings estimates, particularly in the last two quarters, with an average surprise of 1.98% [1][2] - The company reported earnings of $3.73 per share for the most recent quarter, surpassing the expected $3.66, resulting in a surprise of 1.91% [2] - For the previous quarter, Acuity's earnings were $3.97 per share against an expectation of $3.89, yielding a surprise of 2.06% [2] Earnings Estimates and Predictions - Estimates for Acuity have been increasing, driven by its history of earnings surprises, and it currently has a positive Zacks Earnings ESP of +5.20% [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat, with historical data showing that nearly 70% of stocks with this combination exceed consensus estimates [6][8] - The next earnings report for Acuity is anticipated to be released on June 26, 2025 [8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - A negative Earnings ESP can diminish predictive power but does not necessarily indicate an earnings miss [9] - It is crucial for investors to check a company's Earnings ESP prior to quarterly releases to enhance the chances of successful investment decisions [10]

Core Viewpoint - Levi Strauss (LEVI) has consistently beaten earnings estimates and is well-positioned for future earnings reports, particularly with a recent average surprise of 19.94% over the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Levi Strauss achieved earnings of $0.38 per share, surpassing the Zacks Consensus Estimate of $0.28 per share, resulting in a surprise of 35.71% [2]. - In the previous quarter, the company was expected to post earnings of $0.48 per share but delivered $0.50 per share, yielding a surprise of 4.17% [2]. Earnings Estimates and Predictions - Recent estimates for Levi Strauss have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Levi Strauss is +2.94%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of another earnings beat, with historical data indicating that stocks with this combination beat consensus estimates nearly 70% of the time [6][8]. Importance of Earnings ESP - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9].

ATLANTA, June 25, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether GoHealth, Inc. (“GoHealth” or the “Company”) (NASDAQ: GOCO) complied with federal securities laws. On May 1, 2025, the Department of Justice filed a complaint against GoHealth and others alleging that the Company, among other things, “knowingly entered into unlawful agreements to present false or fraudulent claims to the Government and performed acts in furtherance of this conspiracy.” Following this news, the price of ...