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Jim Cramer urges investors not to listen to Jefferies' downgrade of Apple
Youtube· 2025-10-03 14:52
There is a little uh discussion about the consumer today. We had some downgrades of PayPal, downgrades of Instacart. We haven't mentioned the downgrade of Apple out of Jeffre to underperform. >> I think we ought to go over the downgrade of app.Look, I think the Instacart those are those weren't great. I mean, I look at that and again I say, well, you know, this is what people are saying and it's it's getting a little tiresome. I do think that every time you bet against the consumer, it doesn't work.uh Apple ...
The top 3 portfolio stocks, and the bottom 3, as the market surged in the third quarter
CNBC· 2025-10-01 11:07
Market Overview - The third quarter of 2025 was strong for Wall Street, with the S&P 500 and Nasdaq increasing by 7.8% and 11.2% respectively from June 30 to the end of the quarter [1] - Year-to-date, the S&P 500 and Nasdaq have gained over 13% and 17% respectively, indicating a robust market performance [1] - The final quarter of the year is historically the strongest for stocks, although it began with uncertainty due to a government shutdown [1] Federal Reserve and Economic Factors - The Federal Reserve announced a quarter-percentage point reduction to the overnight lending rate on September 17, marking the first cut since December 2024 [1] - Investors are speculating on the implications of President Trump's tariff policies and the sustainability of the generative AI trade [1] Top Performers - **Apple**: Increased by 24.1% due to a $100 billion investment in U.S. manufacturing, favorable rulings in antitrust cases, and positive demand for new products [1] - **Broadcom**: Rose by 19.7% after exceeding earnings expectations and receiving significant AI-related orders, prompting an increase in price target from $290 to $350 [1] - **Nvidia**: Gained 18.1% as AI spending remains strong, supported by positive earnings reports from major tech companies and a $100 billion investment in OpenAI [1] Bottom Performers - **Salesforce**: Decreased by 13.1% due to concerns over revenue impacts from generative AI and disappointing quarterly earnings [1] - **Texas Roadhouse**: Fell by 11.3% as commodity inflation, particularly higher beef prices, raised concerns about cost absorption versus passing costs to consumers [1] - **Honeywell**: Dropped by 9.6% ahead of its split into three publicly traded entities, a situation referred to as "spin purgatory" [1][2]
When The Clear Case Isn't Actually Clear... 🤔
CNET· 2025-09-26 17:49
Producer: Well, it would be clear if it was clear. Editor: No, there is a clear case, but it's not that one. I mean, there's a clear case for the Air that's more clear, but it still has the circle because you have to have the magnets.It's been a controversy for five years, but yeah. ...
每日投资策略-20250916
Zhao Yin Guo Ji· 2025-09-16 01:51
2025 年 9 月 16 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 宏观点评 全球市场观察 招银国际研究部 邮件:research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌(%) | | | | 单日 | 年内 | | 恒生指数 | 26,447 | 0.22 | 31.84 | | 恒生国企 | 9,385 | 0.21 | 28.74 | | 恒生科技 | 6,044 | 0.91 | 35.26 | | 上证综指 | 3,861 | -0.26 | 15.18 | | 深证综指 | 2,471 | 0.36 | 26.26 | | 深圳创业板 | 3,066 | 1.52 | 43.17 | | 美国道琼斯 | 45,883 | 0.11 | 7.85 | | 美国标普 500 | 6,615 | 0.47 | 12.47 | | 美国纳斯达克 | 22,349 | 0.94 | 15.73 | | 德国 DAX | 23,749 | 0.21 | 19.29 | | 法国 ...
AI持续赋能消费电子,消费电子ETF(561600)涨超3%
Xin Lang Cai Jing· 2025-09-11 02:52
Group 1 - Apple launched the iPhone 17 series and Air, along with AI-supported real-time translation features in AirPods Pro 3, which currently does not support Chinese [1] - The release of AI headphones by Apple is expected to drive growth in the consumer electronics sector, with predictions indicating that AI headphone sales in China's traditional e-commerce channels will reach 1.527 million units in 2025, a year-on-year increase of over 300% [1] - Meta is expected to unveil AI glasses during its Connect conference on September 18, which may further boost market interest in AI glasses [1] Group 2 - As of September 11, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 3.08%, with significant gains in constituent stocks such as Jingwang Electronics (10.00%) and Industrial Fulian (9.93%) [2] - The Consumer Electronics ETF (561600) increased by 3.01%, with a recent price of 1.13 yuan, and has seen a cumulative increase of 24.15% over the past month [2] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics brand design, with the top ten weighted stocks accounting for 54.8% of the index [2]
4 Auto Stocks Likely to Outperform Q2 Earnings Estimates
ZACKS· 2025-08-04 16:46
Industry Overview - The Auto-Tires-Trucks sector is currently in the second-quarter earnings season, with companies like Tesla, Ford, General Motors, Aptiv, and O'Reilly Automotive reporting quarterly numbers that exceeded earnings estimates [1] - The auto sector's earnings for Q2 2025 are projected to decline by 27.7% year-over-year, with revenues expected to decrease by 6% [2] Market Performance - U.S. vehicle sales showed modest year-over-year growth in Q2, driven by strong demand for gasoline-powered and hybrid vehicles, with a seasonally adjusted annual rate of 15.3 million units in June [4] - Retail vehicle inventory reached 2.16 million units in June, marking a 22.9% increase from June 2024, while average transaction prices rose to $46,233, up $1,400 from the previous year [4] Impact of Tariffs - Higher tariffs on imports initially increased demand among price-sensitive buyers, but as prices stabilized, this momentum began to wane [5] - Elevated operating costs, particularly in R&D for advanced technologies, are likely to have negatively impacted earnings [5] Potential Winners - Companies identified as well-positioned to exceed earnings estimates include Cummins Inc. (CMI), Rivian Automotive, Inc. (RIVN), Lucid Group, Inc. (LCID), and American Axle & Manufacturing Holdings, Inc. (AXL) [3] Company Highlights Cummins Inc. (CMI) - Cummins is the largest engine manufacturer globally, with a strong product lineup and a focus on electrification and clean energy technologies [8][9] - The company has an Earnings ESP of +2.79% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at $4.99 per share and $8.47 billion, respectively [10][11] Rivian Automotive, Inc. (RIVN) - Rivian is targeting budget-conscious consumers with its upcoming R2 and R3 models, with the R2 expected to launch in H1 2026 at a starting price of around $45,000 [12] - The company has an Earnings ESP of +8.53% and a Zacks Rank of 3, with Q2 revenue estimated at $1.26 billion [14] Lucid Group, Inc. (LCID) - Lucid's vehicles are now compatible with Tesla's Supercharger network, enhancing convenience for owners and potentially boosting sales [15] - The company has an Earnings ESP of +3.08% and a Zacks Rank of 3, with Q2 revenue estimated at $253.4 million, reflecting year-over-year growth of 26.4% [17] American Axle & Manufacturing Holdings, Inc. (AXL) - American Axle is advancing in the electric drive space and has a strong electrification portfolio, with key launches driving growth [18] - The company has an Earnings ESP of +17.59% and a Zacks Rank of 3, with Q2 earnings and revenues estimated at 13 cents and $1.51 billion, respectively [20]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-22 01:51
RT Cory Steuben (@CorySteuben)Hey everyone! I’ll be at the @theXtakeover in San Mateo on Saturday, July 26th. Reason to go -> I’ll be in the @LucidMotors official booth all day, so stop by and chat before scheduling an onsite demo drive of the new Lucid Gravity or Air. ...
AKWEL: TURNOVER FOR THE FIRST QUARTER OF 2025
Globenewswire· 2025-04-30 15:45
Core Points - AKWEL reported a consolidated turnover of €255.6 million for Q1 2025, reflecting a decrease of 3.0% compared to €263.5 million in Q1 2024 [2][3] - The decline in revenue was attributed to a global decrease in automotive production, particularly in key manufacturing countries, with a reported decline of 4.0% at constant scope and exchange rates [3][6] - The company’s net cash position at the end of March 2025 was €149.6 million, an increase of €4.6 million from December 31, 2024, with investments amounting to €8.6 million in Q1 2025 [5][6] Turnover Distribution - The turnover for Products and Functions was €247.8 million, down 3.3%, with growth in Decontamination (+10.4%) and Cooling (+4.5%) product lines, while Air (-27.1%), Mechanisms (-8.7%), and Fuel (-2.7%) lines saw declines [4][6] - Geographic distribution of turnover showed EMEA at €170.7 million (-3.8%), Americas at €76.4 million (-1.9%), and Asia at €8.5 million (+2.8%) [7] Future Outlook - The company anticipates a revenue decrease in 2025 comparable to the previous year, citing limited visibility in the automotive market [6]