Key Takeaways T is expanding its 5G RedCap network, now reaching 200 million people across the United States. T's RedCap supports low-power, low-bandwidth devices ideal for large-scale AI and IoT applications. T is partnering with firms like Samtech and Rhino Mobility to grow the RedCap device ecosystem.AT&T, Inc. (T) is steadily expanding its 5G Reduced Capability (RedCap) network coverage nationwide. This network is a lightweight version of 5G. It is designed for devices which need lower bandwidth, low ...

Core Insights - Intuit Inc. is significantly enhancing its focus on artificial intelligence (AI) to revolutionize financial management for individuals and businesses, utilizing its proprietary AI operating system, GenOS [1][5] AI Integration and Innovations - The introduction of AI agents aims to assist businesses in growth with reduced effort and increased precision, particularly in payments, customer management, and accounting, leading to a "done-for-you" model that simplifies processes and enhances efficiency [2] - AI-generated invoice reminders are now used by nearly 25% of invoicing customers, resulting in over 10% higher payment conversion rates on overdue invoices [2] - TurboTax has leveraged AI to reduce average filing time by 12%, with over half of users completing their returns in under an hour, while experts have seen a 20% reduction in return preparation time due to AI tools [3] Financial Performance - QuickBooks Online revenues increased by 21% in Q3 FY25, driven by pricing strategies, product mix shifts, and AI-powered innovations [4][9] - Intuit's data ecosystem, with over 100 million users, generates 60 billion machine learning predictions daily, facilitating rapid development and real-time insights [5] Market Position and Valuation - Intuit's shares have appreciated by 20.2% year to date, outperforming the broader industry and the S&P 500 Index [8] - Despite strong performance, Intuit's shares are considered expensive, with a forward Price/Sales ratio of 10.10X, above the industry average of 8.86X [11] - The Zacks Consensus Estimate indicates an 18.42% year-over-year growth for fiscal 2025 EPS and a 13.7% growth for fiscal 2026 EPS, reflecting a positive trend in estimate revisions [12]

Key Points - China Shipbuilding Industry Corporation's merger with China Shipbuilding Heavy Industry Corporation has received approval from the China Securities Regulatory Commission, allowing for the issuance of 3.053 billion new shares to facilitate the merger [4] - Great Wall Motors reported a 10.22% year-on-year decline in net profit for the first half of 2025, with total revenue of 92.367 billion yuan, a slight increase of 1.03% [2] - Sanhuan Group expects a net profit increase of 10%-30% for the first half of 2025, projecting a profit of 1.128 billion to 1.333 billion yuan, driven by demand growth in optical communication and consumer electronics [3] - COSCO Shipping Energy Transportation's non-public stock issuance has been approved, aiming to raise up to 8 billion yuan for the construction of new vessels [5] - North Chip Life Technology's IPO on the Sci-Tech Innovation Board has been approved, with a planned fundraising of 0.952 billion yuan [7] - Wuhan Heyuan Bio's IPO registration has become effective, with a fundraising target of 2.4 billion yuan [8] - Dongwu Securities plans to raise up to 6 billion yuan through a private placement to support various business initiatives [12] - Xiangtan Electric Machinery's non-public stock issuance has been approved, targeting 2 billion yuan for R&D projects [13] - Zhejiang Harsco's private placement has been approved, with an investment of 860 million yuan aimed at increasing production capacity [14] - Weiguang Bio plans to raise up to 1.5 billion yuan for its smart industrial base project [15] - Zhengyu Industrial intends to raise up to 450 million yuan for its smart manufacturing park project [16] - Changhong High-Tech plans to acquire 100% equity of Guangxi Changke, expanding its product range into specialty synthetic resin materials [18][19] - Tianyu Digital's board member has been detained for alleged financial misconduct, but the company asserts that operations remain unaffected [21] - Yaqi International's chairman has also been detained for similar allegations, with the company confirming normal operations [22] - ChipLink Integration plans to acquire 72.33% of ChipLink Yuezhou for 5.897 billion yuan, enhancing its production capabilities [24] - Meikailong has announced changes in its executive management, with a new general manager appointed [25] - Weiguang Bio is investing 2.308 billion yuan in a new smart industrial base project to enhance production capacity [26] - Suqian Agricultural Development reported a 27.72% decline in net profit for the first half of 2025, attributed to low agricultural product prices [27] - Nanjing High-Tech achieved a contract sales amount of 1.021 billion yuan in the first half of 2025, marking a significant increase [28]

Core Viewpoint - GSK's Blenrep combination therapy has been voted against by the FDA's Oncologic Drugs Advisory Committee (ODAC) due to an unfavorable benefit/risk profile, indicating that the risks currently outweigh the benefits for treating relapsed or refractory multiple myeloma [1][8]. GSK's Stock Performance - Following the ODAC announcement, GSK's shares fell by 4.7% [2]. - Year-to-date, GSK's shares have increased by 7.8%, contrasting with a 0.6% decline in the industry [6]. Regulatory Context - The ODAC's opinion is significant as the FDA typically considers it in their final decision, which is expected on July 23 [3][8]. - The Blenrep combination therapy has already been approved in the UK and Japan but faces regulatory challenges in the United States [8][11]. - Regulatory applications for the Blenrep combination are under review in the EU and other countries [9]. Clinical Study Background - The biologics license application (BLA) for the Blenrep combination was based on data from the III DREAMM-7 and DREAMM-8 studies, which met their primary endpoints of progression-free survival (PFS) [7]. - However, Blenrep was previously withdrawn from the U.S. market after failing to meet the primary endpoint in the phase III DREAMM-3 study [10].

Enphase Energy reported a negative earnings surprise in three of the trailing four quarters, with an average negative earnings surprise of 1.95%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Key Takeaways Enphase Energy, Inc. ((ENPH) is scheduled to report second-quarter 2025 results on July 22, 2025, after the closing bell. Factors to Note Ahead of ENPH's Results New product launches across diverse nations are expected to have boosted Enphase Energy's quarterly revenues. Eviden ...

Core Insights - The report by Omdia indicates that the shipment of smartphones using flexible AMOLED displays reached 151 million units in Q1 2025, marking a 15% year-on-year increase, with a stable annual growth rate of around 20% over the past three years [1] - Flexible AMOLED displays have captured 51% of the smartphone display market, signaling a significant shift in display technology as they gradually replace traditional LCDs [1][3] Market Trends - The demand for lighter and more flexible screens among consumers has significantly boosted the shipment of flexible AMOLED displays, with more mid-to-high-end models adopting this technology due to technological maturity and cost reduction [1][3] - The market share of smartphones with AMOLED displays has risen to 63% in Q1 2025, up from 57% in the same period last year, while LCD-equipped smartphones have seen their market share decline to 37% [3][4] Technological Advantages - Flexible AMOLED displays offer superior display quality, including near-infinite contrast ratios and high peak brightness levels exceeding 1800 nits, making them ideal for high-definition content and mobile office use [2] - The foldable feature of flexible AMOLED displays is a key highlight, enabling larger screen sizes for multitasking and entertainment while maintaining portability [3] Competitive Landscape - The competition in the flexible AMOLED market is intensifying, with Chinese manufacturers like BOE, Tianma, and Visionox rapidly advancing in technology and production capacity, challenging the dominance of South Korean firms [5][6] - Omdia forecasts that by 2024, Chinese manufacturers will ship 36.4 million AMOLED panels, a significant increase of over 12 million units from 2023, indicating a growing presence in the global market [6] Future Outlook - Industry experts predict that the penetration of flexible AMOLED technology in smartphones will continue to rise, with expectations of over 750 million units shipped by the end of 2025 [4] - The competition will increasingly focus on technological innovation, production efficiency, and supply chain integration, benefiting consumers through enhanced product offerings [6][7]

and thank you for watching CNBC. com. I'm Frank Colin, anchor of Worldwide Exchange.This week, we're joined by Matt Bardellini, head of America's ETF research at State Street Investment Management. We're going to be talking about some of the action in the ETF market. Matt, thank you for joining us.Yeah, thanks for having me. All right, tracking some of the latest data when it comes to net inflows into ETFs year to date at 623 billion, putting us on track for another trillion dollar year. Just want to get yo ...

智通财经APP获悉，华尔街金融巨头摩根士丹利最新发布的一份研究报告显示，随着全球进入AI时代，当前网络安全市场保持强劲增长态势，全球企业尤其 是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬升。大摩调研数据显示，2025年全球网络安全类支出预计增长约9.8%，增速显著高于整 体IT预算水平，这一乐观预期主要源于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包括黑客利用最先进AI大模型)、以及围绕 AI和数据安全的监管合规要求日趋严格等因素。 大摩分析师团队表示，"AI+网络安全"有望成为网安行业的下一阶段投资主线，人工智能正深刻影响网络安全版图：一方面AI扩大风险与威胁，另一方面也 催生新的网络安全技术需求以及融合人工智能的最前沿网络安全解决方案。随着越来越多网络安全领军者聚焦"AI+网络安全"模式，有望进一步提升网络安 全选项在企业IT支出中的地位，并重塑科技股投资逻辑。 鉴于当前全球IT支出环境依然趋紧且企业客户们倾向整合采购，网络安全软件厂商们面临一定定价压力和竞争，加之美国财政环境收紧等因素，大摩分析师 团队选择战术性偏好拥有强劲产品周期或差异化优势的公司，并对部分增 ...

Core Viewpoint - The article emphasizes the importance of dividend stocks as a reliable investment option for risk-averse investors during earnings season, highlighting companies with a strong history of paying and growing dividends as attractive choices for generating steady cash flow [1]. Group 1: Johnson & Johnson - Johnson & Johnson has a dividend yield of 3.16% and an annual dividend of $5.20, with a remarkable dividend increase track record of 64 years [4]. - The company has increased its dividend by over 4% in the last two years, maintaining a payout ratio of 57.84%, which is better than the sector median average of 2% [5]. - Despite ongoing lawsuits and inflation concerns, Johnson & Johnson's stock is trading at an attractive valuation, although it has been in a consolidation pattern since early April [6]. Group 2: Verizon Communications - Verizon Communications offers a high dividend yield of 6.61% with an annual dividend of $2.71 and a dividend increase track record of 20 years [8]. - The company has delivered a total return of 47.14% over the last 10 years, with an above-average total return of over 8% in the last 12 months, attributed to reduced capital expenditures during the 5G rollout [10]. - Verizon's stock is currently trading at around 9x forward earnings, which is a substantial discount to its historical average, with analyst forecasts suggesting a price target 14% above its closing price on July 15 [11]. Group 3: Duke Energy - Duke Energy has a dividend yield of 3.55% and an annual dividend of $4.18, with a dividend increase track record of 20 years [12]. - The company is undertaking a significant capital expenditure plan exceeding $65 billion to modernize its electrical grid and invest in solar and energy storage [13]. - Analysts forecast mid- to high-single-digit earnings per share (EPS) growth, supported by favorable legislation in North Carolina, although the company has a debt-to-equity ratio of 1.57%, which is elevated by historical standards [14].

Group 1: Research Basic Information - The research object is BOE Technology Group Co., Ltd. [17] - The industry is optoelectronics [17] - The reception time is July 17, 2025 [17] - The listed company's reception staff includes Vice President and Board Secretary Guo Hong, and staff Zhang Yan and Wu Yilin from the Board Secretary's Office [17] Group 2: Detailed Research Institutions - The research institutions include GF Securities, a securities company, with representatives Wang Yuqiao and Xu Yiling, and Guotai Fund, a fund management company, with representatives Liu Bo, Zheng Youwei, Zhi Jian, Li Linjia, and Zhang Yang [18] Group 3: Core Views of the Report - The company's LCD business adjusts production line utilization rate according to market demand, with prices of some LCD TV sizes dropping slightly in July, while MNT and NB panel prices remain stable [24] - The company has built advantages in the flexible AMOLED field, with a significant increase in the proportion of high - end products such as LTPO and folding screens, and is also actively exploring mid - size innovative applications [25] - The company's Chengdu 8.6th - generation AMOLED production line project started equipment installation 4 months ahead of schedule in May, laying a foundation for subsequent production [26] - The average utilization rate of the LCD industry has fluctuated since November 2024, and panel manufacturers will continue to adjust it flexibly in the third quarter [26] - The company's depreciation in 2024 was about 38 billion yuan, and it is expected to peak this year [26] - The company announced a three - year (2025 - 2027) shareholder return plan, aiming to distribute at least 35% of net profit to shareholders in cash annually, with a repurchase amount of no less than 1.5 billion yuan, and has taken actions to implement it [27] - The company's future capital expenditure will focus on semiconductor display business and related high - potential fields based on the "Screen + IoT" strategy [28]