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]

Group 1 - Veritone, Inc. reported a quarterly loss of $0.18 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.19, and the same as the loss reported a year ago [1] - The company posted revenues of $24.01 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.98%, but down from $30.99 million year-over-year [2] - Veritone shares have declined approximately 29.9% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $28.45 million, and for the current fiscal year, it is -$0.58 on revenues of $108.01 million [7] - The Zacks Industry Rank indicates that the Technology Services sector is in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Company Performance - Jamf Holding reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and up from $0.14 per share a year ago, representing an earnings surprise of +5.88% [1] - The company posted revenues of $176.5 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.67%, compared to year-ago revenues of $153.02 million [2] - Over the last four quarters, Jamf Holding has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Jamf Holding shares have declined approximately 49.2% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The current consensus EPS estimate for the coming quarter is $0.21 on revenues of $176.6 million, and for the current fiscal year, it is $0.82 on revenues of $692.58 million [7] Industry Outlook - The Technology Services industry, to which Jamf Holding belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Jamf Holding's stock performance [5]

分组1 - TTEC Holdings reported quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.24 per share, but showing an increase from $0.14 per share a year ago, resulting in an earnings surprise of -8.33% [1] - The company posted revenues of $513.57 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.87%, although this represents a decline from year-ago revenues of $534.09 million [2] - TTEC shares have declined approximately 45.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $500.67 million, and for the current fiscal year, it is $1.08 on revenues of $2.04 billion [7] - The Zacks Industry Rank indicates that the Technology Services sector is in the top 38% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Company Performance - Owlet, Inc. reported a quarterly loss of $0.05 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.21, representing an earnings surprise of +76.19% [1] - The company posted revenues of $26.1 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 19.51% and up from $20.7 million a year ago [2] - Over the last four quarters, Owlet has surpassed consensus EPS estimates three times and topped revenue estimates two times [2] Stock Movement and Outlook - Owlet shares have increased approximately 59.6% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is -$0.24 on revenues of $23.45 million, and for the current fiscal year, it is -$1.03 on revenues of $93.02 million [7] Industry Context - The Technology Services industry, to which Owlet belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Owlet's performance [5][6]