Core Insights - Peraso reported a quarterly loss of $0.28 per share, better than the Zacks Consensus Estimate of a loss of $0.44, and an improvement from a loss of $0.88 per share a year ago, resulting in an earnings surprise of +36.36% [1] - The company achieved revenues of $2.22 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 15.03%, although this represents a decline from $4.24 million in the same quarter last year [2] - Peraso has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times during the same period [2] Financial Performance - The stock has underperformed, losing approximately 26.2% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.31 on revenues of $3.08 million, and for the current fiscal year, it is -$0.99 on revenues of $13.44 million [7] Industry Outlook - The Technology Services industry, to which Peraso belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Peraso's stock may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Core Insights - Viant Technology reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.08 per share a year ago, resulting in an earnings surprise of -10.00% [1] - The company posted revenues of $77.85 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.07%, and significantly up from $41.56 million year-over-year [2] - Viant shares have declined approximately 34.3% year-to-date, contrasting with the S&P 500's gain of 8.6% [3] Earnings Outlook - The future performance of Viant's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $85.1 million, and for the current fiscal year, it is $0.56 on revenues of $331 million [7] Industry Context - The Technology Services industry, to which Viant belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Knightscope, Inc., is expected to report a quarterly loss of $1.09 per share, reflecting a year-over-year change of +56.4%, with revenues projected at $2.82 million, down 11.9% from the previous year [9]

Group 1 - A new company, Langfang Maixun Technology Co., Ltd., has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Fu Yugang [1] - The business scope includes technology services, technology development, technology consulting, and various other services related to information and advertising [1] Group 2 - The company is involved in the Internet of Things (IoT) technology services and data processing and storage support services [1] - It also engages in the sale and wholesale of daily necessities, agricultural products, food additives, and pet food and supplies [1] - The company is permitted to operate independently within the scope of its business license, excluding projects that require approval [1]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Bit Digital, Inc. (BTBT) due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Company Summary - Bit Digital is expected to report a quarterly loss of $0.03 per share, reflecting a year-over-year change of -200% [3]. - Revenues are projected to be $25.35 million, down 12.4% from the same quarter last year [3]. - The consensus EPS estimate has been revised 50% lower in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Analysis - The Most Accurate Estimate for Bit Digital is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +20.00%, suggesting a bullish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. - Historically, Bit Digital has only beaten consensus EPS estimates once in the last four quarters [14]. Industry Comparison - Coherent (COHR), another player in the Zacks Technology Services industry, is expected to report earnings per share of $0.93 for the same quarter, representing a year-over-year change of +52.5% [18]. - Coherent's revenues are expected to be $1.51 billion, up 15.2% from the previous year [18]. - The consensus EPS estimate for Coherent has been revised 3.8% higher in the last 30 days, with an Earnings ESP of +8.32% and a Zacks Rank of 1, indicating a strong likelihood of beating the consensus EPS estimate [19].

Group 1 - The establishment of Xince Standard Yunchi Zhixing (Suzhou) Technology Service Co., Ltd. has been reported, with a registered capital of 10 million yuan [1] - The company's business scope includes artificial intelligence industry application system integration services, cloud computing equipment technology services, and data processing services [1] - The company is jointly held by Xince Standard and other stakeholders, indicating a collaborative investment approach [1]

Core Viewpoint - Changan Automobile's chairman Zhu Huarong visited Huawei's founder Ren Zhengfei to discuss industry competition and future strategies, receiving valuable insights and guidance for Changan and its Avita brand [1][4]. Group 1: Company Developments - Changan Automobile was officially established as a new central enterprise on July 29, with Zhu Huarong appointed as the chairman and party secretary [4]. - The company plans to launch over 50 new energy products globally within the next five years, focusing on three major brands: Avita, Deep Blue, and Changan, which will include both new energy and fuel vehicles [4]. - A total investment of 200 billion yuan is planned over the next decade in new automotive fields, including advanced technologies like AI and quantum computing [4]. Group 2: Strategic Partnerships - Avita Technology, co-owned by Changan and CATL, has been collaborating closely with Huawei, which provides smart driving algorithms and intelligent cockpit components for Avita's models [4][5]. - Avita purchased a 10% stake in the company Yingwang from Huawei for 11.5 billion yuan last year, with plans for future arrangements regarding the remaining 10% stake [5]. - The Hi Plus model is being developed collaboratively with Huawei, with nearly 1,000 joint team members stationed at Avita's headquarters in Chongqing, and the first co-created product is expected to launch in the second half of next year [6].

Group 1: Market Overview - The S&P 500 is expected to have an above-average year in 2025 following a rapid recovery from a steep sell-off in April, with gains of over 20% in both 2023 and 2024 [1][2] Group 2: WM (Waste Management) - WM has outperformed the S&P 500 over the last five and ten years, despite the S&P's gains being driven by megacap tech stocks [4][6] - The company has a stable business model focused on waste management, which is essential as population and economic growth increase the demand for waste collection and processing [5][6] - WM reported a 29.9% total company margin under adjusted EBITDA, with a 7.1% growth in its legacy business and 19% overall revenue growth due to the acquisition of Stericycle [7][9] - The Stericycle acquisition, valued at $7.2 billion, enhances WM's position in the healthcare waste market, while a previous acquisition of Advanced Disposal for $4.6 billion expanded its geographic coverage [8][9] - WM has a premium valuation at 29.9 times forward earnings, supported by stable free cash flow used for dividends, stock repurchases, and reinvestment [9][10] - The company has raised its dividend for 22 consecutive years, with a recent 10% increase, resulting in a yield of 1.5% [10][11] Group 3: IBM (International Business Machines) - IBM, despite being over a century old, is characterized as a growth stock due to its strong exposure to AI, with a generative-AI book of business valued at $7.5 billion since 2023 [12][14] - The stock offers an attractive forward dividend yield of 2.6%, making it a solid option for passive income while benefiting from AI market growth [13][18] - IBM's five-year average payout ratio of 156% raises concerns, but its strong free cash flow covers the dividend, alleviating investor worries [16] Group 4: Delta Air Lines - Delta Air Lines offers a dividend with a current yield of 1.4% and is positioned as a growth stock, contrary to traditional views of airlines as cyclical businesses [19][20] - The company's focus on sustainable premium cabin revenue and loyalty programs reduces earnings cyclicality, contributing to long-term growth potential [20][21] - Delta is well-positioned to manage rising airport costs, as these costs represent a smaller portion of its business compared to low-cost carriers, and the airline industry is exhibiting more disciplined behavior [22]

Core Viewpoint - A new company, Shijiazhuang Ruiwu Technology Co., Ltd., has been established with a registered capital of 1 million RMB, focusing on various technology services and consulting [1] Company Summary - The legal representative of the company is Liu Panlong [1] - The registered capital of the company is 1 million RMB [1] - The business scope includes general projects such as technology services, development, consulting, and promotion [1] - The company also engages in 5G communication technology services and digital technology services [1] - It is involved in the sale of digital cultural creative technology equipment and single-purpose commercial prepaid card agency sales [1] Industry Summary - The company is authorized to conduct first-class and second-class value-added telecommunications services [1] - It provides internet information services, which require approval from relevant authorities before operation [1]

Company Performance - AirSculpt Technologies, Inc. (AIRS) has achieved a year-to-date return of approximately 19.5%, significantly outperforming the average return of -1.3% for the Business Services sector [4] - The Zacks Consensus Estimate for AIRS' full-year earnings has increased by 15.8% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Comparison - AirSculpt Technologies, Inc. is part of the Technology Services industry, which has seen an average gain of 17.5% year-to-date, suggesting that AIRS is performing well within its specific industry [5] - Another stock in the Business Services sector, Limbach (LMB), has outperformed with a year-to-date return of 35.1% and a Zacks Rank of 2 (Buy) [4][5] Sector Ranking - The Business Services sector, which includes 255 individual stocks, currently holds a Zacks Sector Rank of 6, reflecting the average performance of its constituent stocks [2] - The Technology Services industry, where AirSculpt operates, is ranked 91 in the Zacks Industry Rank, indicating a relatively lower performance compared to other industries [5]

Core Viewpoint - CPI Card Group Inc. reported quarterly earnings of $0.04 per share, significantly missing the Zacks Consensus Estimate of $0.56 per share, representing an earnings surprise of -92.86% [1][2] Financial Performance - The company posted revenues of $129.75 million for the quarter ended June 2025, which was 1.89% below the Zacks Consensus Estimate, compared to $118.82 million in revenues a year ago [2] - Over the last four quarters, CPI Card Group has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - CPI Card Group shares have declined approximately 37.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [3] - The current Zacks Rank for the stock is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $140.45 million, and for the current fiscal year, it is $2.35 on revenues of $539.15 million [7] - The estimate revisions trend for CPI Card Group was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Technology Services industry, to which CPI Card Group belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]