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AZZ: Frugal Capital Management And Growth Opportunities
Seeking Alpha· 2025-07-03 13:22
Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting expertise in Data Science and Machine Learning applications within the banking and finance sectors [1]. Group 1: Academic Background - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. Group 2: Professional Experience - The author has worked at Deloitte Financial Advisory, specializing in Data Science and Machine Learning applications for clients in banking, insurance, and finance [1]. - The author currently teaches Asset Pricing and Introduction to Corporate Finance at ESADE Business School at the MSc/BSc level [1]. Group 3: Research Focus and Interests - Current research focuses on Generative AI in sustainable finance [1]. - The author's interests include machine learning and generative AI applications in finance and economics, with proficiency in Python, R, and SQL [1].
美国芯片厂投产推迟、1.4nm延期 三星先进制程代工已遭台积电(TSM.US)全面碾压
Zhi Tong Cai Jing· 2025-07-03 13:21
据报道,三星(SSNLF.US)位于美国的第二座先进制程芯片制造工厂投产时间将从原定的2024年推迟至 2026年,主要原因是当地客户需求不足。 一位知情人士表示:"(泰勒工厂的)建设进度之所以延迟,是因为极度缺乏大客户订单。即便现在引进 设备,(三星)也无法立即开展生产。" 虽然台积电在亚利桑那州建设首座先进制程工厂时,也曾遭遇工程延误和劳动力短缺等类似挑战,但该 工厂已于去年底实现量产,并成功获得英伟达(NVDA.US)、AMD(AMD.US)、亚马逊(AMZN.US)和谷 歌(GOOGL.US)等AI芯片大单。台积电董事长暨总裁魏哲家在第一季度财报电话会曾表示,看到客户端 仍对AI相关芯片维持非常强劲的需求,公司预计今年AI芯片(包括AI GPU、AI ASIC和用于AI训练和推 理的数据中心的HBM产品)的营收将会倍增。 分析人士指出,三星的代工业务还面临良品率问题——这是衡量芯片制造质量的关键指标。 集邦咨询分析师Joanne Chiao表示:"三星晶圆代工部门此前因良率不稳定导致订单流失。虽然近期良率 有所提升,但美国对华高端芯片出口限制令其雪上加霜,目前产能利用率仍低于行业平均水平。" 尽管如此 ...
Ionis Pharmaceuticals (IONS) Moves 9.1% Higher: Will This Strength Last?
ZACKS· 2025-07-03 13:21
Core Viewpoint - Ionis Pharmaceuticals (IONS) experienced a significant stock price increase of 9.1% to $43.59, driven by investor optimism regarding its drug portfolio and pipeline expansion [1][2]. Company Performance - The company is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 142.2%. Revenue is anticipated to be $246.31 million, up 9.5% from the same quarter last year [3]. - However, the consensus EPS estimate has been revised 5.5% lower over the past 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4]. Industry Context - Ionis Pharmaceuticals is part of the Zacks Medical - Drugs industry, where another company, Crinetics Pharmaceuticals, Inc. (CRNX), saw a 3.6% increase in its stock price but has returned -11.4% over the past month [5]. - Crinetics Pharmaceuticals has an unchanged consensus EPS estimate of -$1.13, representing a year-over-year change of -20.2% [6].
Zevra Therapeutics (ZVRA) Moves 5.1% Higher: Will This Strength Last?
ZACKS· 2025-07-03 13:21
Company Overview - Zevra Therapeutics (ZVRA) shares increased by 5.1% to close at $9.41, with trading volume significantly higher than usual [1] - The stock has shown a 0.9% gain over the past four weeks [1] Product Performance - The rise in stock price is linked to positive investor sentiment regarding the initial uptake of Miplyffa (arimoclomol), which received FDA approval for Niemann-Pick disease type C in September 2024 [2] - Miplyffa generated sales of $17.1 million in Q1 2025 [2] Earnings Expectations - Zevra Therapeutics is projected to report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 235.4% [3] - Expected revenues for the upcoming quarter are $71.83 million, representing a 1514.2% increase from the same quarter last year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a potential lack of momentum in earnings estimate revisions [4] Industry Context - Zevra Therapeutics is categorized under the Zacks Medical - Drugs industry, which includes other companies like Xeris Biopharma (XERS) [5] - Xeris Biopharma's stock closed 1.5% higher at $4.73, with a slight return of 0.2% over the past month [5] - Xeris Biopharma's consensus EPS estimate has also remained unchanged, with a year-over-year change of 70% [6]
美国6月劳动力市场格外强健,7月降息或就此“梦碎”?政府机构就业猛增,马斯克这小半年怕是白干了……一图读懂2025年6月美国非农就业报告
news flash· 2025-07-03 13:20
财料 美国6月劳动力市场格外强健,7月降息或就此"梦碎"?政府机构就业猛增,马斯克这小半年怕是白干了……一图读懂2025年6月 美国非农就业报告 22.8 19.9 20 1314.7 10 0 ·失业率 4.4% 4.3% 4.2% 4% 4%3.99 3.9% 3.9%99 3.8%9 2318% 3.8% 3.7%7% 3.7% 0037%7 Q 3.6% 06%B.8%0 31686% 3.6% 5% 5/3/3/2 5% 3.7% 3.6% 3.4% ·CME"美联储观察"工具对美联储利率未来预期 数据公布前 数据公布后 0 ·平均每小时工资月率 0.7% 0.7%0.6 0.6% 0.6% 0.6% 6 0.5% 0.5% - 0.5% 0.4% 0.3% 0.2% 0.1% 0% 02 | 2025年07月非农就业人口全貌 7月非农总就业人口1.5972亿人 ▲14.7万人 单位: 万人 采矿和伐木 62.1 联邦政府 -0.2 294.6 _0.7 建筑 州政府 832.4 558 +1.5 +4.7 十八节如下 NA BOOK J 13602.6 +7.4 私营服务生产 11433.1 +6 ...
IGM Biosciences (IGMS) FY Earnings Call Presentation
2025-07-03 13:17
Global Leaders in IgM Antibodies JP Morgan Healthcare Conference January 12, 2022 Forward-looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect the current views of IGM Biosciences, Inc. (the "Company," "we" or "our") with respect to the Company's future financial condition, results of operations, business strategy, expectations, milestones and plans. All statements other than statements of historica ...
佩通坦,宣誓就任泰国文化部长
中国基金报· 2025-07-03 13:15
泰国宪法法院1日宣布,受理有关调查总理佩通坦是否存在违宪行为的请愿书,并决定即日起 暂停佩通坦行使总理职权。根据泰国政府宪报网站1日早些时候发布的内阁改组公报,佩通坦 兼任文化部长,原副总理兼国防部长普坦改任副总理兼内政部长。高等教育、科研和创新部, 农业与合作部,商务部,教育部等部门的部长或副部长也进行了调整。 泰国公共广播电视台当天播放了新内阁成员宣誓就职的电视画面。其中, 被停职的总理佩通 坦宣誓就任文化部长 。 来源:央视新闻 据央视新闻,当地时间7月3日,临时代理行使总理职责的泰国副总理兼交通部长素里亚率领 改组后的内阁成员,在曼谷律实宫向泰国国王玛哈·哇集拉隆功宣誓就职。 6月中旬,佩通坦同柬埔寨参议院主席洪森关于泰柬边境局势的一段通话录音流出,在泰国引 发争议。执政联盟第二大党自豪泰党宣布退出执政联盟,副总理兼内政部长阿努廷等所有自豪 泰党内阁成员辞职。 ...
Why AEVA's Eve-1 Sensor Is Gaining Ground in Smart Industry
ZACKS· 2025-07-03 13:15
Key Takeaways AEVA's Eve-1 sensor uses FMCW tech to detect distance and micro-vibrations with high precision. Firms like SICK AG and LMI Technologies are deploying Eve-1 in real-world industrial applications. AEVA repurposed its auto sensor with new software, enabling fast, low-cost entry into factory automation.LiDAR sensor maker Aeva Technologies (AEVA) is subtly reshaping the landscape of industrial sensing. While many LiDAR companies focus solely on autonomous driving, AEVA is diving into a $4 billion ...
Fitzroy Minerals Announces Closing of First Tranche of Non-Brokered LIFE Offering
Thenewswire· 2025-07-03 13:15
Core Viewpoint - Fitzroy Minerals Inc. has successfully closed the first tranche of its non-brokered private placement, raising approximately $5 million through the issuance of 16,666,667 common shares at a price of $0.30 per share, with plans to raise up to $12 million in total from the LIFE Offering [1][2]. Group 1: Private Placement Details - The LIFE Offering is expected to consist of shares issued at $0.30 each, aiming for total gross proceeds of up to $12 million, with a minimum offering amount of $8 million [2]. - The offering is conducted under the listed issuer financing exemption and will not have a hold period under Canadian securities laws [3]. - A concurrent non-brokered private placement is planned for up to $1 million through the issuance of 3,333,333 shares at the same price of $0.30 per share [4]. Group 2: Use of Proceeds - The gross proceeds from the Private Placement will be allocated for exploration activities and property commitments on the Buen Retiro and Caballos projects, general administrative costs, and working capital [5]. Group 3: Finder's Fees and Insider Participation - In connection with the first tranche, the company will pay $400,000 in cash finder's fees and issue 1,333,332 finder's warrants, each exercisable at $0.50 for two years [7]. - Insider participation in the Concurrent Offering is anticipated, which may be considered a related party transaction but will be exempt from formal valuation and minority shareholder approval requirements [8][9]. Group 4: Company Overview - Fitzroy Minerals focuses on exploring and developing mineral assets in the Americas, with projects including Buen Retiro, Caballos, Taquetren, and Cariboo [11].
Rigel Pharmaceuticals (RIGL) Earnings Call Presentation
2025-07-03 13:13
Corporate Presentation August 6, 2024 1 Forward Looking Statements Please visit www.TAVALISSE.com for Full Prescribing Information. Please visit www.REZLIDHIA.com for Full Prescribing Information, including Boxed WARNING. Please visit www.GAVRETO.com for Full Prescribing Information. 2 Growing Our Hematology and Oncology Business Commercial Execution Development & Expansion Development Programs1 In-Licensing and Product Acquisition • Identify new late-stage assets which leverage current capabilities and cap ...