Group 1: Company Overview - ASML Holding and Lam Research are essential players in the semiconductor equipment industry, with ASML leading in lithography technology and Lam Research focusing on etching and deposition systems, complementing each other in the chipmaking process [1][3] - ASML is the only company capable of producing extreme ultraviolet (EUV) lithography machines at scale, necessary for manufacturing chips at 5nm, 3nm, and soon 2nm levels, which are critical for AI processors and data centers [3][4] - Lam Research builds tools for manufacturing next-generation semiconductors, including high-bandwidth memory and advanced packaging, which are vital for AI and cloud data centers [7][8] Group 2: Financial Performance - ASML reported a revenue growth of 46% and a 93% increase in earnings per share in Q1 2025, with an expected revenue increase of 15% for the full year [5][6] - Lam Research's Q3 fiscal 2025 revenues reached $4.72 billion, up 24.5% year over year, with non-GAAP EPS of $1.04, reflecting a 33.3% increase [10][11] - Lam Research's non-GAAP operating margin improved to 32.8% in Q3, with further expansion projected in Q4, indicating effective management of supply-chain risks [12][13] Group 3: Market Dynamics and Risks - ASML's exposure to China is a concern, with 41% of its shipments in 2024 going to that market, and U.S. export restrictions could limit future sales [6] - Lam Research's shipments for gate-all-around nodes and advanced packaging exceeded $1 billion in 2024, with expectations to triple to over $3 billion in 2025, indicating strong demand [9][11] Group 4: Investment Comparison - Year-to-date, ASML shares have risen 14.1%, while Lam Research shares have increased by 33.9% [14] - ASML trades at a forward earnings multiple of 27.34X, higher than Lam Research's 24.17X, suggesting Lam Research is more reasonably priced given its stronger near-term momentum [15] - Lam Research is currently viewed as the better investment option due to better recent stock performance, improving margins, strong product demand, and a lower valuation [17][19]

Group 1 - Melco Resorts (MLCO) shares increased by 11.5% to close at $8.06, with notable trading volume compared to typical sessions, and a 15.1% gain over the past four weeks [1][2] - Macau regulators reported a 19% year-over-year increase in gaming revenue for June, totaling 21.06 billion Macanese patacas (approximately $2.61 billion), indicating strong post-pandemic recovery in the region [2] - The company is expected to report quarterly earnings of $0.03 per share, reflecting a 50% year-over-year decline, while revenues are projected to be $1.2 billion, up 3.6% from the previous year [3] Group 2 - The consensus EPS estimate for Melco has been revised 50% higher in the last 30 days, suggesting a positive trend that may lead to price appreciation [4] - Melco currently holds a Zacks Rank of 2 (Buy), indicating favorable market sentiment [5] - In comparison, Churchill Downs (CHDN) from the same gaming industry has a Zacks Rank of 4 (Sell) and reported a 3.2% increase in its stock price [5][6]

Key Takeaways STZ reported a 1Q26 EPS of $3.22 and sales of $2.52B, both missing estimates. Beer sales fell 2% as Modelo and Corona volumes dropped; Pacifico saw double-digit growth. Wine and spirits sales plunged 28% due to the SVEDKA divestiture and weak mainstream demand.Constellation Brands, Inc. (STZ) reported first-quarter fiscal 2026 results, wherein the top and bottom lines missed the Zacks Consensus Estimate. The company’s sales and earnings declined year over year. The results were mainly hurt b ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In 3D Systems To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $50,000 in 3D System between August 13, 2024 and May 12, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, July 02, 2025 (GLOBE ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-6365 _________________________________ APOGEE ENTERPRISES, INC. (Exact name o ...

Core Viewpoint - *ST Changyao has been involved in multiple legal disputes, including a significant lawsuit regarding a debt claim of 155 million yuan, which is not expected to impact the company's current financial performance [1] Group 1: Legal Disputes - The company received a civil lawsuit from Shiyan Shengshi Yunjing Equity Investment Partnership due to a creditor's subrogation dispute, involving an amount of 155 million yuan [1] - The lawsuit requests *ST Changyao to fulfill payment obligations as per a previous court ruling and to pay interest on delayed payments [1] - There are eight additional undisclosed minor lawsuits and arbitration cases involving construction contracts, service contracts, and labor disputes, with the largest case amounting to 1.6963 million yuan and the smallest to 23,000 yuan, all of which are not expected to affect the company's current financial performance [1] Group 2: Related Legal Cases - One of the eight cases involves a dispute between Agricultural Development Bank and Jingzhou Jin Feng Pharmaceutical Development Co., with a focus on a mortgage contract [2] - The Agricultural Development Bank had previously issued a loan to Hubei Changjiang Yuan Pharmaceutical Co., secured by a mortgage on a property owned by Jingzhou Jin Feng Pharmaceutical [2] - The case is set for trial on July 3, 2025, and seeks to establish the bank's priority claim on the proceeds from the sale of the mortgaged property [2]

机场充电宝话题近日持续受到关注。相机、电脑等含有锂电池的数码产品要查看3C标识吗？乘坐国 际航班需要按照新规检查吗？旅客自弃的充电宝如何安全规范地处理？ 据 澎湃新闻， 上海机场集团表示，浦东、虹桥机场将根据上级要求，加强对不合规充电宝的检查。 目前，针对旅客自弃的充电宝，两大机场将统一交给具备专业资质的处理企业进行处置。针对不属于 召回批次，品牌、容量、型号等信息清晰，没有鼓包等外观损坏的充电宝，两大机场均提供7天暂存 服务。此外，民航局本次通知执行范围是境内航班，国际及地区航班仍按原标准执行。 ...

Wednesday, July 2, 2025Ahead of today’s opening bell, the next Jobs Week report has hit the tape, and it is not good: Automatic Data Processing (ADP) private-sector payrolls for June came in negative for the first time since March 2023: -33K. This is obviously notably below the +100K analysts were expecting and the downwardly revised +29K the prior month, which was the previous low in more than two years.Goods-producing jobs held up their end, more or less: +32K last month. Services jobs in the private sect ...

Data show confirmed ORR of 83% (10/12) at doses selected for ongoing expansion study Median follow-up of 9.0 months as of the updated data cutoff Responses observed in patients with low PD-L1 and/or CLDN18.2 expression Company to host investor event on Tuesday, July 8th ROCKVILLE, Md., July 02, 2025 (GLOBE NEWSWIRE) -- I-Mab (NASDAQ: IMAB) (the Company), a U.S.-based, global biotech company, focused on the development of precision immuno-oncology agents for the treatment of cancer, today announced the pres ...

PHILADELPHIA, July 02, 2025 (GLOBE NEWSWIRE) -- A federal securities fraud class action alleging that Virtu Financial Inc. (NYSE: VIRT), and certain of its officers failed to make proper disclosures to investors has survived a motion to dismiss and the Securities and Exchange Commission action against Virtu has reached a tentative settlement. Virtu shareholders who have continuously held Virtu shares since prior to November 7, 2018, can seek corporate reforms, the return of funds back to the company, and a ...