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Duolingo (NASDAQ:DUOL): Why Wall Street Is Bullish Despite Valuation | 2-Minute Analysis
Seeking Alpha· 2025-12-30 15:00
Follow Duolingo on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this user. ...
算力焦虑,学校不愁:教育数据和智能基座“国家队”上线
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-30 07:31
21世纪经济报道记者王峰北京报道 国家教育数字化战略行动进入2.0阶段。教育部12月30日举行新闻发布会,介绍 国家智慧教育平台升级"上新"情况。 据介绍,国家智慧教育平台新增学前教育版块、研究生教育版块,实现了国家平台服务对象的全覆盖。 同时,作为国家级教育"数据基座"的大数据中心和国家平台智能化运行中枢的智能中台正式上线,将引领教育数 字化战略行动向智能化深入。 这可谓恰逢其时。风生水起的大模型竞赛正面临两大瓶颈:高质量数据和低成本算力,这不仅制约训练更高性能 的大模型,也让大模型用户面临被转移高额成本的可能。 国家教育大数据中心和国家智慧教育平台智能中台作为"国家队",将保证接入的各级各类学校使用优质、高效的 数据和算力基座公共服务。 世界规模最大的教育资源中心 教育部办公厅副主任杨非介绍,我国已建成世界规模最大且高质量的教育资源中心。 国家智慧教育公共服务平台已汇集13万余条中小学优质资源、1.25万余门职业教育精品课程、14.5万门高等教育优 质课程,形成了涵盖从学前教育到研究生教育全过程,包含德智体美劳各方面的教育资源中心,用户总量突破 1.78亿、覆盖200多个国家和地区,日均访问量达5200万 ...
New Strong Buy Stocks for December 29th
ZACKS· 2025-12-29 12:36
Group 1: Company Highlights - McGraw Hill, Inc. (MH) has seen a 43% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, focusing on education solutions for preK-12, higher education, and professional learning [1] - Macy's (M) has experienced a 9.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, operating as an omnichannel retail organization [2] - Valero Energy (VLO), the largest independent refiner and marketer of petroleum products, has seen a 9.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, with a refining capacity of 3.1 million barrels per day [3] - Bunge Global SA (BG) has experienced a 4.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, operating as an integrated global agribusiness and food company [4] - Science Applications International (SAIC) has seen a 2.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, providing information technology and professional services primarily to the U.S. government [4]
LEIFRAS Co., Ltd. to Launch Collaborative Project Addressing School Refusal
Prnewswire· 2025-12-26 09:00
Core Viewpoint - Leifras Co., Ltd. has entered into a memorandum of understanding with Tachibana Gakuen Educational Corporation and Matsumoto Co., Ltd. to launch a collaborative project aimed at addressing the issue of school refusal in Japan, which is becoming increasingly serious [1][2]. Group 1: Project Details - The project will leverage Leifras' expertise in sports education, Tachibana Gakuen's guidance on school management, and Matsumoto's provision of land and facilities in Kitakyushu City [2]. - The collaboration aims to create a new form of education that transcends traditional educational and corporate boundaries, contributing to both social good and a sustainable business model [4]. Group 2: Social Context - Japan's birth rate is declining, with projections indicating it will fall below 665,000 in fiscal year 2025, while the number of students not attending school is expected to reach 353,970 in fiscal year 2024, marking a significant increase in absenteeism [3]. - Approximately one in 15 junior high school students is absent from school, a figure that has nearly tripled since fiscal year 2013, highlighting the urgency of addressing school refusal [3]. Group 3: Global Perspective - School refusal is not limited to Japan; it is also a recognized issue in Europe and the United States, suggesting that the knowledge gained from this project could be applicable in global markets [5]. - In the United States, the chronic absenteeism rate is reported at 28%, with some areas exceeding 40%, indicating a serious educational challenge [6]. Group 4: Company Background - Leifras Co., Ltd. is a prominent operator of children's sports schools in Japan, focusing on the development of non-cognitive skills and promoting community well-being through sports education [10]. - Tachibana Gakuen specializes in education for students who have been absent from school, employing a unique educational approach that has garnered national attention [11]. - Matsumoto Co., Ltd. is a comprehensive printing company that has expanded into new business areas, including Web3 and blockchain technologies, since its founding in 1932 [12].
天峻县强化培训提升中小学教师专业能力
Xin Lang Cai Jing· 2025-12-25 19:23
12月20日,海西蒙古族藏族自治州天峻县分两期组织开展2025-2026年度中小学教师专业能力提升培 训,为全县基础教育高质量发展注入动能。 第一期培训紧扣新课标落地核心需求,构建"短期集中培训+入校诊断跟踪+成果打磨考核"全链条培育 模式,聚焦语文、数学等五大学科,组织102名中小学教师参训;第二期按小学、初中、高中学段分轨 并行,主攻四大核心学科教学能力提升。培训特邀省内外特级教师、正高级教师及学科带头人组建专家 团队,通过课堂观察、示范展示、评课议课、实践研磨等多元形式,靶向破解教师教学难点。 两期培训秉持"精准赋能、学以致用"理念,分学段定制课程内容。小学段夯实基础教学技能,初中段强 化核心素养培育路径,高中段紧扣高考命题趋势。参训教师通过"观课悟法—实操设计—成果展示—专 家点评"的闭环学习,分组完成单元教学设计,累计产出数百份高质量教学设计与教学案例,实现了从 理论学习到实践应用的高效转化。 教师培训是天峻县落实基础教育强师计划的重要举措,有效提升了教师新课标实施能力与课堂教学水 平,推动传统教学理念转型升级,为全面推动天峻县中小学教育事业高质量发展奠定坚实基础。 (冯 喆) ...
Trump’s $100,000 H-1B Visa Application Fee Upheld by Judge
Yahoo Finance· 2025-12-24 16:18
A federal judge said the Trump administration can move ahead with a $100,000 fee on new H-1B visa applications, providing a setback for US technology companies that rely on hiring skilled foreign workers. US District Judge Beryl Howell said in a ruling Tuesday that President Donald Trump’s effort to radically increase the cost of the popular visa is lawful. The decision gives a boost to the administration’s campaign to restrict immigration and push demand for US workers. The US Chamber of Commerce, which ...
周六这场招聘会提供岗位万余个
Zheng Zhou Ri Bao· 2025-12-24 00:44
参会重点企业覆盖计算机、环保科技、智能数字化、机械制造、金融、法律、教育、传媒、医疗、 物流、酒店餐饮、汽车、美容等多个行业领域。招聘岗位涵盖大部分专业类别,集中提供新媒体、项目 经理、店长、管培生、电子商务、技术工程师、行政、设计、会计、运营主管、主播、律师等10600余 个优质就业岗位,更多岗位详情请关注"河南一二三招聘市场"公众号查看。 招聘会时间为12月27日9:30~12:00,地点在郑州金水信万广场一楼长廊大厅(3号门入场)。咨询 电话:0371-65510123。 本周六,这场招聘会为求职者提供上万个岗位——12月23日,记者从郑州市金水区人力资源和社会 保障局获悉,为促进青年人才等重点群体高质量充分就业,郑州市"见'郑'人才 迎'薪'纳福 "综合类招聘 会将于12月27日举行。 本次招聘会由金水区人力资源和社会保障局、丰庆路街道办事处联合河南123人才网共同主办,旨 在搭建高效精准的供需对接平台。招聘对象主要面向应往届高校毕业生、高层次人才、离校未就业青 年、转岗求职人员、技能型青年人才及退役军人等急需就业群体。 ...
Barnes & Noble Education Files “Super 10-K”, Reporting Full-Year Fiscal 2025 Financial Results, and Restated Financial Results for Prior Periods
Globenewswire· 2025-12-23 13:00
Fiscal 2025 Results Consistent with Preliminary Unaudited Ranges Disclosed November 25, 2025 BNC First Day Program Revenue Increases 25% in 2025; Fall 2025 First Day Complete Enrollment Grows 24% Company Reports Total Net Debt of $94 million at End of Fiscal 2025, a $92 million Decrease Year-Over-Year Reiterates Prior Fiscal 2026 Outlook FLORHAM PARK, N.J., Dec. 23, 2025 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), (“Barnes & Noble Education,” “BNED,” “the Company,” “we,” “us,” “our”), a ...
新高考生涯教育破局,这场论坛亮出实践 “干货”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-22 13:23
(原标题:新高考生涯教育破局,这场论坛亮出实践 "干货") 南方财经记者彭敏静 珠海报道 近日,以"新高考背景下生涯教育体系构建与实践创新"为主题的中国校园长论坛(第六期)在北京师范 大学珠海校区举行。 北京师范大学珠海校区管委会副主任、教务长李昕表示,北师大珠海校区创设"三段四维"贯通式培养新 机制,着力在课程开发、师资培养、平台共建、评价创新等方面实现突破,努力打造立足湾区、面向全 国的生涯教育示范基地。 珠海市委教育工委委员、市教育局党组成员、副局长方蕾表示,珠海市委市政府始终履行"办人民教 育"的神圣使命,坚持教育优先发展,持续加大教育投入力度,深化教育领域的综合改革,推动教育综 合实力不断跃升。"希望论坛立足于国家战略高度,探索通过生涯教育引导青少年将个人理想融入国家 发展大局,为教育强国建设积蓄源头活水;期待论坛聚焦主题形成实践范式,推动成果落地,让生涯教 育照亮学生成长之路,助力基础教育高质量发展。" 多位专家学者紧扣新高考改革趋势带来主旨报告,从理论基础、技术赋能、政策解读等多个维度,为生 涯教育发展筑牢理论根基、明晰实践方向。 北京师范大学心理学部乔志宏教授带来《新时代生涯教育理论与实践》主 ...
2026 年核心争议:来年或将驱动股市的投资者焦点辩论-Big Debates 2026-Key Investor Debates Likely to Drive Stocks in the Coming Year
2025-12-19 03:13
Summary of Key Points from the Conference Call Industry Overview - The focus is on the Latin American (LatAm) market, particularly regarding investment opportunities and risks in the region's economies and industries for 2026 [4][9][14]. Core Insights - **Investment Shift**: There is a significant potential for growth in LatAm markets after years of underperformance. Countries that transition from consumption and leverage to investment are expected to see the highest growth. Mexico is noted for its early advantage in nearshoring, while Brazil presents the best risk-reward scenario [4][9]. - **Policy Changes**: A shift away from populism towards fiscal responsibility is observed across several LatAm countries, which could lead to a new earnings cycle and improve the risk-reward balance for equity investors [13][14][17]. - **Equity Performance**: Brazilian equities have risen approximately 53% year-to-date and could increase another 20% while still being at a price-to-earnings (P/E) ratio of 10x. A policy shift could further reduce the cost of capital by 2-3 turns [9][20]. - **Investment Cycle**: The key to revitalizing LatAm economies is reigniting an investment cycle, which is essential for developing a new investment narrative. The current consumer cycle is seen as nearing its end, necessitating a focus on investment-led growth [18][20]. Country-Specific Insights - **Brazil**: Currently experiencing fiscal consolidation and policy confidence, with a focus on investment growth. The country is running out of fiscal road, and the investment narrative is crucial for future growth [18][20]. - **Mexico**: The USMCA negotiations are critical for the nearshoring narrative. The market has rallied significantly, but earnings growth remains muted, and the investment narrative is closely tied to USMCA developments [25][28]. - **Argentina**: Faces significant challenges with a weaker capital market but has potential for growth if an investment cycle can be established [4][9]. Risks and Challenges - **Consumer Cycle Limitations**: The consensus view suggests that the consumer cycle may be reaching its limits, and without meaningful fiscal consolidation and structural reforms, equities may continue to underperform [16][20]. - **USMCA Uncertainty**: The negotiations surrounding the USMCA are complex, and there is a material probability of a bear case scenario that could delay the nearshoring narrative and investment growth in Mexico [25][28][37]. - **Fintech Disruption**: In the banking sector, fintech companies are challenging traditional banks in Mexico, potentially leading to a significant reduction in profitability for incumbents if they are forced to raise deposit yields [87][97]. Investment Recommendations - **Equity Strategy**: The recommendation is to remain overweight in Brazil and Argentina, equal-weight in Mexico, and focus on sectors such as financial services, digitalization, energy, and nearshoring [23][70]. - **Cautious Approach**: A cautious stance is advised for agribusiness in Brazil due to current pressures on commodity prices and farmer margins, with a preference for selective exposure [74][80]. Conclusion - The LatAm market is at a pivotal point with potential for significant growth driven by policy shifts and investment cycles. However, challenges remain, particularly in the context of USMCA negotiations and the rise of fintech in the banking sector. Investors are encouraged to focus on sectors poised for growth while remaining cautious of the broader economic landscape [4][9][20][87].