I think norms around dropping out are changing a lot post-covidIt used to be either Thiel scholar types or drug addicts who drop out but now it is normiesInvestment banks and bigtech both hiring nondegree holders at scaleAnanda (@Galaxriel):the average woman having more schooling than the average man is just an indicator that college is going to be low status soon btw ...

Core Points - US stocks experienced a slight increase on Monday, with the S&P 500 rising by 0.3%, the Nasdaq Composite by 0.5%, and the Dow Jones Industrial Average by almost 0.2%, building on the previous Friday's rebound [1] - Investors are closely monitoring the potential for a US government shutdown, with current odds of a shutdown nearing 80% as negotiations between Republicans and Democrats continue [2] - The Department of Labor announced that the Bureau of Labor Statistics will suspend all operations during a government shutdown, which includes the planned release of the monthly jobs report [3] - The monthly job updates and inflation reports from the BLS are critical for the Federal Reserve's policy decisions, influencing market expectations regarding interest rate cuts [4] - Recent economic data indicated a decline in jobless claims and a revision of GDP growth upwards, leading to speculation that the Federal Reserve may not cut rates as aggressively as anticipated, increasing the importance of the upcoming jobs report [5] - Despite recent challenges in AI-focused stock trading and new tariff proposals from President Trump, the stock market is on track to finish September and the third quarter with gains, with the S&P 500 up 2.8% month-to-date and the Nasdaq up 2.9% [6]

Core Insights - Accenture plc (NYSE:ACN) is recognized as one of the 11 Best Value Dividend Stocks to buy currently [1] - The company is a global leader in professional services, focusing on consulting, technology, and outsourcing, with a workforce exceeding 800,000 [2] - Accenture's strategy includes integrating advanced technology, pursuing sustainability, and enhancing capabilities through strategic acquisitions [2][3] Company Performance - Accenture's success is attributed to its skilled workforce, technology partnerships, and commitment to sustainable practices, aiming to create 360-degree value [3] - The company has maintained a solid dividend policy, having never missed a dividend payment since 2005, and has consistently raised dividends for the past 14 years [4] - As of September 26, Accenture offers a quarterly dividend of $1.63 per share, resulting in a dividend yield of 2.73% [4]

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

In the current market environment, the technology industry is driving market returns, so every investor is looking to get some tech exposure, the only problem is that as everyone is buying the same companies, the valuation multiples areI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in ...

9月29日晚上，观察者网从知情人士处获悉，华为公司今天（9月29日）任命余承东为华为产品投资评审 委员会（IRB）主任，任命文件由任正非亲自签发。 分析人士称，IRB负责对华为重大战略方向的资源投入、项目立项及预算审批进行关键决策，确保资源 高效聚焦核心战略目标。余承东主导华为IRB，核心任务是带领华为在人工智能（AI）领域取得全球领 先地位，被内部视为"打赢AI关键战役"的核心领导人。 这次任命由任正非亲自签发，也体现华为最高层对AI战略的重视及对余承东的信任。 图源：华为官网 除了IRB主任一职，余承东仍担任华为常务董事、终端 BG 董事长，掌管华为终端、鸿蒙智行等业务。 知情人士表示，余承东兼具技术商业化成功经验（如终端业务崛起）与战略执行力，其双重角色将推动 华为在AI芯片、大模型、智能汽车等关键战场加速突破，直面全球科技竞争。 当前，阿里通义、腾讯混元、字节豆包、百度文心等各种国产大模型百花齐放，数据狂奔、模型狂卷， 中国AI竞争已全面进入"大模型军备赛"的白热化阶段，各大互联网公司均不甘落后。 分析人士对观察者网表示，此次人事任命凸显华为将AI置于未来十年发展的核心地位，通过IRB机制确 保战略资 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **China Industrials** sector, particularly analyzing the export dynamics of various industries and their performance in different markets. Core Insights and Arguments 1. **Export Growth by Sector**: - Notable YoY growth in exports for specific goods in August 2025: - Aluminium ore: **+21,975%** - Hydrogen: **+304%** - Beef: **+174%** - Key sectors contributing to YoY incremental exports include: - Semiconductors: **+28%** - Low-value simplified exports/imports: **+20%** - Passenger vehicles: **+19%** [2][3] 2. **Export Performance to Different Regions**: - Exports to the **US** decreased by **-33%** YoY in August, with all nine industries showing declines, particularly in technology and consumer electronics. - Exports to **ASEAN** increased by **+23%** YoY, driven by growth in shipbuilding, hardware components, and display panels [3][4]. 3. **Regional Export Dynamics**: - Exports to **Europe** and **Africa** showed positive growth: - Europe: **+6%** YoY - Africa: **+24%** YoY - Growth in exports to the EU was primarily driven by the healthcare sector, while industrials and miscellaneous goods drove growth to Africa [4][5]. 4. **Sector-Specific Insights**: - Exports to **Mexico** decreased by **-6%** YoY, while exports to **Japan** increased by **+7%** YoY. The oil and chemicals sector saw the largest increase in exports to Mexico [5][6]. 5. **Offshore Revenue Trends**: - A-share listed companies showed a rising trend in offshore revenue exposure, reaching **14.5%** of total revenue in H125, up from **11.2%** in H124 [8][9]. 6. **Gross Profit Margins**: - Offshore business gross profit margins (GPM) were higher than overall GPM across various sectors, indicating a potential advantage for companies focusing on international markets [10][11]. 7. **Sector Performance Analysis**: - Consumer durables experienced the most significant rise in offshore revenue exposure in H125, indicating a shift in consumer preferences and market dynamics [12][13]. Additional Important Insights - The analysis indicates a potential shift in trade patterns, with significant increases in exports to ASEAN and Africa, suggesting diversification in China's export markets. - The substantial YoY growth in specific sectors like hydrogen and aluminium ore may indicate emerging trends in global demand, particularly in renewable energy and materials. - The decline in exports to the US highlights potential risks for companies heavily reliant on this market, necessitating a strategic pivot towards more promising regions like ASEAN and Africa [3][4][5]. This comprehensive analysis provides a detailed overview of the current state of the China Industrials sector, highlighting both opportunities and challenges in the evolving global trade landscape.

Tariff Announcements and Market Reactions - A 100% tariff on branded or patented pharmaceutical products is set to take effect on October 1, 2025, aimed at boosting domestic manufacturing and addressing a "feud with Tylenol" [3] - Major pharmaceutical companies like Merck, Eli Lilly, and Johnson & Johnson saw minimal stock gains, as they had already announced U.S. expansion plans [4] - European pharmaceutical firms experienced a decline in stock prices, with shares of Lonza, Novartis, and Roche dropping around 1.2%, while Japanese firm Sumitomo Pharma fell 3.5% [5] Furniture and Truck Tariffs - Upholstered furniture will face a 30% tariff, while kitchen cabinets and bathroom vanities will incur a 50% tariff, effective October 1, 2025, justified by "national security" [6] - Import-reliant furniture retailers like RH and Wayfair saw significant stock declines, with RH falling 4.16% and Wayfair nearly 3% [7] - Domestic manufacturers such as La-Z-Boy benefited from the tariffs, with La-Z-Boy's stock rising 8% [8] - A 25% import tax on heavy trucks positively impacted American truck manufacturer Paccar, whose stock surged 5.16% [9] Broader Market Trends - Despite the tariff announcements, major U.S. indices finished higher on September 27, 2025, with the Dow Jones up 0.65%, S&P 500 up 0.59%, and Nasdaq up 0.44% [12] - Analysts attributed this rally to relief over inflation data and a growing tendency for the market to overlook tariffs [13] - The overall market's ability to adapt to unpredictable trade policy announcements reflects a blend of selective attention and resilience [14]

Group 1: Karman Holdings - Karman Holdings (KRMN) is an aerospace and defense company that designs, tests, manufactures, and sells mission-critical systems for missile defense, space launch, and hypersonic technologies [2][3] - The company went public in February and has seen its stock price increase by 204% from its IPO price of $22 [2] - In Q2, Karman's revenue grew by 35% year over year to $115.1 million, with adjusted EBITDA rising by 29% to $35.3 million, and earnings per share reaching $0.10, more than triple the prior year's level [3] - Karman has a funded backlog of $719 million, indicating strong long-term visibility, with revenue growth across all segments: 22% for hypersonics and strategic missile defense, 39% for space and launch, and 46% for tactical missiles and IDS [3] - CEO Anthony Koblinski highlighted the company's positive trajectory, with index inclusions and new contracts enhancing Karman's position in the defense and space industries [4] - Wall Street rates Karman as a "Strong Buy," with four out of six analysts recommending it as such, and an average target price of $68.75, suggesting a potential upside of 47% based on the Street-high estimate of $100 [5] Group 2: Alphabet - Alphabet (GOOG), the parent company of Google, is a global technology leader primarily generating revenue from digital advertising [6] - The company is also heavily investing in cloud computing, artificial intelligence (AI), and other breakthrough technologies that could significantly impact the future [6]

Core Insights - Lloyds Banking Group plc has expanded its multi-year partnership with Broadcom Inc. to enhance its technology transformation initiatives [2][3] - The partnership aims to deploy Broadcom's VMware Cloud Foundation and mainframe solutions to improve infrastructure and support various applications [3] - The rollout is expected to enhance digital banking services for Lloyds' 28 million UK customers, providing faster and more reliable systems [4] Company Overview - Lloyds Banking Group plc is the largest retail and commercial bank in the UK, offering a range of banking, insurance, pensions, and investment products [5] - The company is recognized as one of the best penny stocks to invest in currently [5]