RT Saritha Rai (@SarithaRai)What does Satya Nadella, one of the world's most successful tech CEOs, do over Thanksgiving? Build a Deep Research app melding his two passions: coding & cricketNadella deployed the app to select an Indian Test Cricket team of all-time greatshttps://t.co/EWCI6snHWA#AI https://t.co/FkTVdkNdk3 ...

COMEX黄金开盘后震荡上行，截至收盘上涨1.2%报4309.3美元/盎司，盘中最低报4231.2美元/盎司，最 高报4317.3美元/盎司。 银行股化企反转稳，其中高盛上涨2.45%，美国大通上涨2.34%，美国银行、花旗集团、摩根士丹利、 齐昂银行等股均小幅收涨。 科技股弱势分化，其中英特尔大跌3.11%，谷歌下跌2.43%，特斯拉、英伟达等股跌幅均在1%上方；奈 飞逆势上涨1.49%，微软上涨1.03%。 低开高走后涨跌互现，截至收盘道指上涨1.41%，纳指下跌0.25%，标准上涨0.21。盘面上，银行企稳反 转，科技分化转弱，中概股弱势盘整，黄金强势爆发。 中概股探底回升后全天围绕中轴窄幅盘整，截至收盘中国金龙下跌0.09%，其中拼多多下跌2.87%，小 鹏汽车下跌2.34%，理想汽车、阿里巴巴、哔哩哔哩等股跌幅均在1%上方；贝壳逆势上涨2.94%，百 度、蔚来等股涨幅均在1%上方。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 ...

For more, let's bring in Alex Caneritz, the founder of Big Technology and a CNBC contributor, and Gil Laura, who is an analyst at DA Davidson. Welcome to both of you. Alex, how significant are the OpenAI announcements today.>> They're pretty significant, and that is because OpenAI is now taking a strategic pivot in a way where they were previously really focused on consumer, now they're all in on enterprise. I have some reporting that earlier this week, Sam Alman sat with heads of New York publications and ...

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Joining us here at Post 9 is Guggenheim Partners investment management CIO Annne Walsh. Anne, it's great to have you here. Hi.>> What a treat. We haven't seen you in a while. So, how are you thinking about the the 2026 outlook after another strong year for the overall market.>> So, let's break it down into the economy and then market. So, 2026 looks like it's shaping up to be a year of what I refer to as equilibrium. Um, we're going to have, I think, um, on trend growth.So by trend growth is sort of you kno ...

DLH (NasdaqCM:DLHC) Q4 2025 Earnings Call December 11, 2025 10:00 AM ET Company ParticipantsChris Witty - Head of Investor RelationsZach Parker - President and CEOKathryn Johnbull - CFOConference Call ParticipantsJoe Gomes - Senior Research AnalystOperatorGood day and welcome to the DLH Holdings Corp. Fiscal 2025 Fourth Quarter Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. A ...

Financial Data and Key Metrics Changes - The company reported revenue of $81.2 million in Q4 FY2025, down from $96.4 million in the prior year, primarily due to contract transitions and government efficiency initiatives [14][15] - EBITDA for Q4 was $6.6 million, compared to $10.7 million in the previous year, reflecting lower revenue and pressure on gross margins [15][16] - For the full year, revenue totaled $344.5 million, with EBITDA of $34 million, approximately 10% of revenue, and free cash flow of $23 million [16][17] - The company reduced debt by $10.7 million during the quarter, ending FY2025 with $131.6 million in debt, a total reduction of $23 million over the year [17][18] Business Line Data and Key Metrics Changes - The revenue contraction was largely attributed to the transition of certain programs to small business set-aside contracts, accounting for approximately $11 million of the decrease [14][15] - The company experienced a decline in revenue from transitioned CMOP locations and contract unbundling, with $7.5 million and $2.9 million respectively contributing to the overall decline [15] Market Data and Key Metrics Changes - The company has a strong pipeline of qualified opportunities exceeding $3 billion, indicating healthy financial growth prospects [33] Company Strategy and Development Direction - The company is focused on transforming into a leading technology, engineering, and scientific research solutions provider, emphasizing digital transformation, cybersecurity, and systems engineering [9][10] - Investment in proprietary tools and technologies, such as the DLH Cyclone AI/ML-powered data science engine, is aimed at enhancing competitive differentiation and organic growth [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities in the addressable market and the potential for returning to low double-digit organic growth in the future [12][13] - The company is positioning for new business within the VA and anticipates contract awards that could positively impact margins in the upcoming quarters [30][31] Other Important Information - The company achieved cybersecurity maturity model level two certification, enhancing its ability to compete for higher value business opportunities [7] - The company has made all mandatory term debt payments through September 30, 2026, a year ahead of schedule, and plans to continue debt reduction aligned with historical performance [18] Q&A Session Summary Question: Status of the Head Start program and potential protests - The company did not participate in the protest regarding the Head Start program transition to small business set-asides, acknowledging the shift in strategy by the administration [22] Question: Timeline for remaining CMOP awards - The company expects decisions on the remaining CMOP awards to occur within the next quarter or two, while continuing to operate at the remaining locations [24][25] Question: Return to historical growth and EBITDA margins - Management indicated that new contract awards are anticipated in Q1 2026, which could help return to historical growth and EBITDA margins [28][29] Question: Current size of the pipeline - The company reported a strong pipeline exceeding $3 billion, indicating a healthy outlook for financial growth [33]

Large holdings in stocks like Nvidia and Alphabet continue to propel this ETF to market-beating returns.The S&P 500 (^GSPC +0.67%) index is made up of 500 companies from 11 different sectors of the economy. Information technology is the largest sector, because it's home to three of the world's most valuable companies: Nvidia (NVDA 0.65%), Microsoft, and Apple, which have become artificial intelligence (AI) juggernauts in their own unique ways.The S&P 500 has delivered a total return of 17.8% this year, but ...

美联储降息是2026年核心看点，宽松诉求强烈。一方面，美国财政利息支出高企，需要降息降低债务滚动成本；另一方面，AI相关金融风险与经济对科技 的依赖度，要求宽松环境保驾护航。特朗普对美联储的影响力提升，2026年5月主席换届后，鸽派主导下降息幅度可能超市场预期，但岁末年初通胀仍存"坎 儿"，2026年二季度后压力才会逐步缓和。 大类资产方面，流动性是核心线索。美元大方向仍向下，美联储超预期宽松将削弱其信用优势；权益市场迈过短期波动后，科技仍是主线，宽松且经济不崩 的环境利好风险资产；美债利率中枢波动下移，相对吸引力上升，日欧长债风险仍存；商品中黄金为优选，受益于美元弱势、地缘风险与央行购金，工业金 属则依赖全球需求修复节奏。 2026年海外宏观经济核心主线围绕"美联储宽松落地、美国经济结构分化、全球政策博弈与资产重估"展开，宽松是贯穿全年的关键逻辑，同时面临多重结构 性挑战与机遇。 美国经济呈现"头重脚轻"的繁荣特征，增长高度依赖高收入群体消费与AI相关投资。消费端，前10%高收入人群贡献近一半消费支出，其财富效应与美股表 现深度绑定；投资端，AI四大巨头资本开支将支撑2026年约三分之一的经济增长，但AI投 ...

Bloomberg Cisco Systems Inc., a bellwether stock of the dot-com technological revolution, has returned to a record after a quarter century, thanks in part to the artificial intelligence spending boom. Shares rose 0.9% to $80.25 on Wednesday, taking out a peak that stood for more than 25 years. The stock’s March 27, 2000 high is viewed by many as the height of the dot-com bubble and marked the high-water mark for the tech-heavy Nasdaq 100 Index until late 2015. Most Read from Bloomberg “It’s a quaint r ...