Jabil TodayJBLJabil$210.42 -14.86 (-6.60%) 52-Week Range$108.66▼$237.14Dividend Yield0.15%P/E Ratio40.86Price Target$242.29Add to WatchlistJabil NYSE: JBL is well-positioned to benefit from AI, as it is the leading manufacturer and manufacturing service provider in the tech industry. Its client list is diverse, including leading tech companies such as Apple NASDAQ: AAPL and Amazon NASDAQ: AMZN, as well as consumer giants like Johnson & Johnson NYSE: JNJ, among others. The Q4 2025 results reveal the strengt ...

Bosch to cut 13,000 jobs to save billions in costs https://t.co/OfLGcYBIMs ...

Core Viewpoint - The majority of the world's wealthiest individuals have accumulated their fortunes through equity ownership, often in their own companies, while consistent investing can also lead to wealth accumulation for regular investors [1] Group 1: Investment Strategies - Investors can achieve significant gains through consistent investing and compounding over time, rather than relying on high-risk "lottery ticket" stocks [1] - Celestica Inc. serves as an example of a company that has experienced substantial stock price appreciation, rising approximately 8,400 percent from a low of $4.09 during the COVID-19 panic to an all-time high [1]

Core Insights - Apogee Enterprises, Inc. (APOG) is experiencing growth in its Architectural Services segment, driven by improved pricing and product mix, which is expected to enhance margins in the upcoming quarters [1][3][5] - The company is facing challenges such as inflation, supply-chain disruptions, and elevated interest rates, which could impact revenues [2][15] Segment Performance - The Architectural Services segment has shown year-over-year growth and margin expansion in fiscal 2025, continuing into fiscal 2026, aided by a strategic shift towards premium products [3][11] - Although net sales in the Architectural Glass segment declined in the past two quarters, an improved sales mix and productivity gains are anticipated to positively influence future performance [4][11] Financial Guidance - Apogee raised its fiscal 2026 net revenue guidance to $1.40-$1.44 billion from $1.37-$1.43 billion, and adjusted EPS guidance to $3.80-$4.20 from $3.55-$4.10 [5][11] - The acquisition of UW Interco, LLC for $242 million is expected to contribute approximately $100 million in sales for fiscal 2026, with an adjusted EBITDA margin of around 20% [9][10][11] Strategic Initiatives - The company is implementing Project Fortify to phase out lower-margin products and services, which includes shutting down its Toronto manufacturing site, potentially impacting revenues [12][14] - Apogee's strategic review has led to a focus on profitable growth, with goals including an ROIC greater than 12% and an operating margin exceeding 10% [6][7] Operational Improvements - The company is pursuing operational and commercial improvements, including cost reductions and enhanced supply chain efficiencies, to mitigate inflationary pressures [8][15] - Restructuring costs related to Project Fortify have been significant, with $1.1 million in employee termination costs and $6.2 million in asset impairment charges incurred in fiscal 2024 [13][15] Market Performance - Apogee's stock has declined by 34.9% over the past year, compared to a 14% decline in the industry [16]

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended staying long on Watts Water Technologies, Inc. (NYSE: WTS).Lending support to his choice, Watts Water, on Aug. 6, reported quarterly earnings of $3.09 per share. It beat the analyst consensus estimate of $2.63 per share. “I think [Watts Water] is exactly the type of thing you don’t want to trade it,” Cramer said. “You want to own it. It’s just a great American manufacturer.” The North Andover, Massachusetts-based company reported quarterly sales ...

Core Viewpoint - Berkshire Hathaway is highlighted as a top investment choice due to its long-term performance, diversification, and strong management team led by Warren Buffett [2][4][9] Group 1: Performance and Management - Berkshire Hathaway has significantly outperformed the market over the long run, with Warren Buffett's leadership being central to its success [4][9] - The management team, including future CEO Greg Abel and vice chairman Ajit Jain, has extensive experience and shares Buffett's investment philosophy, ensuring continuity in leadership [10][11][12] Group 2: Diversification - The company operates a diverse range of businesses across various sectors, including insurance, railroad, energy, utilities, apparel, and manufacturing, creating a small economy within a single corporation [5][6][8] - Berkshire Hathaway's investment portfolio includes 41 stocks, further enhancing its diversification and reducing risk [8][9] Group 3: Future Outlook - Despite the upcoming transition in leadership with Buffett stepping down, the company is expected to continue delivering strong returns due to its established management team and diversified business model [10][13]

Economic Overview - The overall economic operation of Huizhou is stable, with a focus on high-quality development and effective implementation of macro policies [2] Industrial Production - From January to August, the industrial added value of above-scale industries increased by 8.8% year-on-year, with mining decreasing by 9.8%, manufacturing growing by 9.1%, and electricity, heat, gas, and water production and supply increasing by 5.4% [2] - The electronics industry grew by 12.6%, the petrochemical energy and new materials industry increased by 5.2%, and the life and health manufacturing industry rose by 9.0% [2] - Advanced manufacturing added value grew by 9.0%, accounting for 61.6% of the total industrial added value, while high-tech manufacturing added value increased by 12.3%, making up 42.7% of the total [2] Fixed Asset Investment - Fixed asset investment decreased by 22.9% year-on-year, with significant growth in cultural, sports, and entertainment investment at 79.4%, and scientific research and technical services investment at 45.0% [2] - Investment in water conservancy, environment, and public facilities management fell by 22.7%, while manufacturing investment decreased by 12.3% [2] - New commercial housing sales area declined by 35.1% [2] Consumer Market - The total retail sales of consumer goods reached 138.064 billion yuan, growing by 4.2% [3] - Urban retail sales increased by 4.5%, while rural retail sales grew by 2.9% [3] - Online retail sales surged by 36.9%, indicating a strong trend in e-commerce [3] Foreign Trade - The total foreign trade import and export volume reached 276.599 billion yuan, growing by 6.7%, with exports at 159.945 billion yuan (up 9.3%) and imports at 116.654 billion yuan (up 3.2%) [3] Fiscal and Financial Stability - General public budget revenue was 30.299 billion yuan, a year-on-year increase of 2.6% [4] - The balance of financial institution deposits reached 965.799 billion yuan, growing by 1.1%, while loans increased by 3.5% to 1,129.521 billion yuan [4] Consumer Price Index - The Consumer Price Index (CPI) decreased by 0.7% year-on-year, with the price index for consumer goods down by 0.6% [4][5] - Prices for food, tobacco, and alcohol fell by 0.3%, while clothing prices rose by 6.7% [5]

Dines Daniel, a major stakeholder in NYSE:PATH, sold 122,733 shares, yet retains a significant holding.The robotics industry, including companies like PATH, is experiencing significant growth, driven by AI and collaborative technologies.PATH's current stock price reflects a slight decrease, amidst industry-wide growth and increased robotics adoption.On September 24, 2025, Dines Daniel, the director, 10 percent owner, CEO, and Chairman of NYSE:PATH, sold 122,733 shares of Class A Common Stock at about $12.44 ...

你以為馬斯克 顛覆汽車製造 只是為了 造一台更便宜的 特斯拉賣給你？ 恐怕你把 馬斯克想得 太簡單了 他真正的目的 藏在一個 最近被批准 的專利裡 一個被稱為 開箱流程 (Unboxed Process) 的計畫 表面上 這是在像 組裝樂高 一樣造車 把效率 提升到極致 但你仔細想一想 為什麼要如此 極致的模組化？ 為什麼所有零件 都要在精準 的夾具上 用機械臂 去安裝呢？ 答案只有一個： 這套系統 從一開始 就根本不是 為人類設計的！ 人類會累 會出錯 動作還不一致 而誰最擅長 在這種標準化 到極致的 環境裡工作？ 沒錯就是 Optimus 機器人 馬斯克在做的 是把複雜的 汽車組裝 暴力拆解成 一個個極其簡單 的堆積木動作 這是在為他的 機器人軍團 量身打造一個 最完美的 工作樂園！ 所以這項專利 的終極目標 是要打造一個 由數千台 Optimus 機器人 7x24小時 不間斷運作的 無人工廠 這才是馬斯克 真正在玩 的大遊戲 一場徹底顛覆 全球製造業 的陽謀. ...

Core Insights - Industrial stocks have emerged as the top performers of 2025, driven by trends in manufacturing, AI infrastructure, and increased aerospace and defense spending [1][2][3] Group 1: Trends Driving Industrial Stocks - The return of manufacturing to the United States is increasing demand for factory equipment and construction services [2] - The AI boom necessitates substantial physical infrastructure, including backup power systems and climate control, which industrial companies provide [3][4] - Aerospace and defense spending has surged, contributing to a 32% increase in this sector, which constitutes about 25% of the industrials category [3] Group 2: Investment Focus - Fidelity's Select Industrials Portfolio highlights companies that are essential for AI infrastructure, which includes those providing industrial assets for data centers [4][5] - GE Aerospace, making up 7.7% of the portfolio, benefits from the recovery in air travel and the replacement of delayed aircraft purchases [6] - GE Vernova, representing 7.6% of holdings, focuses on power generation equipment, which is increasingly valuable as demand for electricity rises in data centers and industrial facilities [7]