Core Insights - Recent price action in Intel Corporation's stock has shown significant volatility, with shares rising above $23 and achieving a three-month gain of over 19% [1] - The company is experiencing a combination of strategic discipline, product execution, and new business wins, creating a scenario of mounting anticipation ahead of the second-quarter earnings report on July 24 [2] Financial Discipline and Strategy - Under CEO Lip-Bu Tan, Intel has made clear decisions to strengthen its balance sheet and pursue profitability [2] - A strategic pivot in manufacturing prioritizes the cost-effective 14A process, aimed at improving gross margins [3] - Intel plans to sell approximately 35 million shares of its subsidiary Mobileye, expected to raise over $1 billion for factory construction without increasing debt [5] - These actions provide a credible path toward a healthier financial future after years of negative free cash flow [6] Product Development and Market Position - The launch of laptops featuring Intel's Lunar Lake Core Ultra 200V series processors marks a significant proof point of the company's design and engineering capabilities [7] - Initial reviews highlight improvements in power efficiency and the introduction of a Neural Processing Unit (NPU) that enhances AI performance, positioning Intel competitively in the PC market [12] Strategic Partnerships - Intel's collaboration with SK Hynix to use its advanced packaging technologies for High-Bandwidth Memory (HBM) is a landmark strategic win [8] - This partnership places Intel at the center of the AI hardware supply chain, validating its foundry ambitions and opening new revenue streams [9][10] Earnings Report Expectations - Investors are keenly awaiting the July 24 earnings report for insights on Lunar Lake sales, gross margin outlook, and the foundry business's customer pipeline [13] - A strong report with positive guidance could validate recent stock rallies and lead to significant upward movement in share price [13]

本文来自微信公众号：经济观察报观察家 （ID：eeoobserver），作者：陈永伟，原文标题：《稳定 币：锚定未来？——稳定币的机遇、风险与应对》，题图来自：AI生成 2025年6月17日，美国参议院以68票对30票的结果通过了《美国稳定币引导与创新法案》（Guiding and Establishing National Innovation in U.S.Stablecoins，以下简称《GENIUS法案》），由此，美国联邦层面 的首个稳定币监管框架正式确立。 几乎就在美国通过《GENIUS法案》的同时，其他国家和地区也在积极推进稳定币相关立法。例如，韩 国新任总统李在明上任不久，便宣布将允许本土企业发行稳定币；英国则于近期发布了关于稳定币发 行、加密资产托管及加密资产公司财务稳健性的监管提案。而更早之前，我国香港已通过《稳定币条例 草案》，建立了涵盖稳定币全生命周期的监管框架。一时间，承认稳定币合法地位、并将其纳入主流监 管体系，似乎已成全球共识。 随着各国态度日渐明朗，企业家们开始意识到稳定币所蕴含的巨大商业价值，纷纷着手布局稳定币业 务。比如，万事达卡（Mastercard）近日宣布将与金融科技公 ...

Core Points - Zelluna ASA has authorized the issuance of new share options to employees and board members as part of a long-term incentive program approved by the General Meeting on April 29, 2025 [1] - A total of 1,634,000 share options have been distributed, representing 8.0% of the outstanding shares, with the combined total from previous and current programs at 8.7% [2] - Each option allows the acquisition of one share at an exercise price of NOK 13.34, based on the volume-weighted average price over the last 30 days [4] Employee Vesting Schedule - For employees, 33% of the options will vest after one year, another 33% after two years, and the final 33% after three years, contingent on continued employment [3] - Board members will have all options vest after one year [3] Option Grants to Executives - CEO Namir Hassan has been granted 550,000 options, CFO Hans Vassgård Eid 175,000 options, COO Anders Holm 145,000 options, Head of Research Luise Weigand 145,000 options, and Head of CMC Emilie Gauthy 80,000 options [4][5] - Other executives and board members have also received options, with specific allocations detailed [5][6]

Target Circle Week runs July 6-12 and includes three unique "Deal of the Day" offerings all week on top of big discounts daily across the assortmentMembers of Target's paid program, Target Circle 360, get exclusive early access to the best deals of the week starting July 5 along with free same-day deliveryTeachers and students get 50% off a Target Circle 360 one-year membership to help make prepping for the school year easy and affordableMINNEAPOLIS, June 30, 2025 /PRNewswire/ -- Target Corporation (NYSE: T ...

36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 A股新晋高弹性投资机会。 以下文章来源于36氪财经 ，作者丁卯 郑怀舟 文 ｜ 丁卯 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 视觉中国 本周，受益于海外中东局势降温以及国内供给端金融支持消费政策等利好的催化，市场风险偏好显著回暖， A 股迎来强势反弹， 大盘指数突破 3400 点整数关口，其他关键指数也迎可观涨幅。具体来看，周内，上证综指收涨 1.91% ；深证成指收涨 3.73% ； 沪深 300 收涨 1.95% ；创业板指收涨 5.69% ；中证 1000 指数收涨 4.62% ；科创 50 收涨 3.17% 。 从具体表现上，在上半周情绪回暖带动下指数迎来快速上涨，实现"三连阳"，但下半周，受部分获利了结影响，波动性有所加 剧。不过整体市场成交仍维持在 1.5 万亿之上，显示资金活跃度较高，市场情绪乐观。 从板块来看，本周 31 个申万行业中 25 个实现上涨，涨幅前三为非银金融、计算机和通信；石油石化、煤炭、交通运输表现最 差。概念板块方面，炒股软件、金融科技、光模块和稳定币等板块录得较好 ...

slido.com event code: #EXPI Glenn Sanford Founder, Chairman & Chief Executive Officer, eXp World Holdings Leo Pareja Chief Executive Officer, eXp Realty Principal Financial Officer, Chief Accounting Officer, eXp World Holdings Wendy Forsythe Q3 2024 Financial Results Virtual Fireside Chat November 7, 2024 Q3 2024 Earnings Speakers We assume no obligation to update or revise any forward-looking statements or information. 1Within the meaning of the Private Securities Litigation Reform Act of 1995 Chief Market ...

Core Viewpoint - Target has experienced significant long-term growth but is currently facing challenges that have impacted revenue and stock performance, leading to a 28% drop in stock price this year [2][4]. Group 1: Revenue Growth Challenges - Target's annual revenue increased by approximately $30 billion over the past five years, but recent trends show a shift in consumer spending towards essentials, affecting higher-margin discretionary items [1]. - The company's stock has declined over 60% from its peak in 2021, with tariffs on imports posing additional risks to earnings as costs may need to be absorbed or passed on to consumers [4]. - Theft from stores and a reversal of diversity, equity, and inclusion efforts have also contributed to the decline in revenue growth [1][2]. Group 2: Strategic Initiatives - To address growth issues, Target has established an "enterprise acceleration office" aimed at simplifying processes and leveraging technology to enhance growth [6]. - The company is negotiating with vendors and adjusting product assortments to mitigate the impact of tariffs [5]. Group 3: Long-term Growth Potential - Target's $31 billion portfolio of owned brands provides significant control over costs and potential for higher margins, with several brands generating over a billion dollars in sales [8]. - Investment in digital platforms and delivery services has shown positive growth, with digital comparable sales increasing by 4.7% and same-day delivery growing over 35% [9]. - Target's commitment to opening new stores and enhancing its supply chain facilities positions it well for future customer engagement [9]. Group 4: Dividend and Valuation - Target has a strong dividend track record, having increased its dividend for over 50 years, with a current yield of 4.6%, significantly higher than the S&P 500's yield of about 1.2% [10]. - The stock is currently trading at 13 times forward earnings estimates, down from over 18 times, suggesting a potential buying opportunity for investors [11].

在这个充满机遇的互联网时代，你是否渴望拥有一份无需高成本投入、零基础也能轻松上手的副业？海 外问卷调查项目，正为你提供了这样一个难得的机会，让你足不出户，动动手指就能赚取美金，实现财 富增长的小目标！ 海外问卷调查，其实并不复杂。简单来说，就是国外的企业、机构为了深入了解消费者需求、产品反馈 或市场趋势，愿意付费邀请人们参与问卷调查。想象一下，你只需在电脑前，认真填写一些关于日常生 活、消费习惯的问题，就能获得相应报酬，是不是很心动？而且，这些问卷大多通过在线平台发放，无 需专业知识，只要你会基本的电脑操作，就能轻松应对。 注册完成后，就进入了答题阶段。答题时，要仔细阅读每一个问题，理解题意后再作答。有些问卷可能 会有陷阱题，用来检测答题者是否认真，所以千万不要随意乱填。同时，注意答题时间的控制，既不要 太快显得敷衍，也不要太慢让系统认为你放弃了。另外，建立自己的答题思路和逻辑很关键，比如在回 答关于产品喜好的问题时，保持前后一致，不要出现矛盾的答案。 完成问卷后，就到了大家最关心的变现环节。平台后台就是会显示你成功的建立，你只需简单绑定银行 卡，就能轻松提现。 | 발 0 | 0 | | | | | | | ...

证券研究报告 | 行业周报 gszqdatemark 2025 06 22 年 月 日 传媒 5 月中国游戏市场规模达 280.51 亿元，Kimi-Dev-72B 登顶全 球开源编程模型 行情概览：本周（6.16-6.20）中信一级传媒板块下跌 1.78%。本周传媒板 块受整体市场影响下跌。2025 年传媒弹性方向看好 AI 应用、IP 变现及并购 重组，AI 应用聚焦新应用的映射投资及部分较成熟应用的数据跟踪，重点关 注多模态产业方向。IP 变现聚焦有 IP 优势及全产业链潜力的公司，潮流玩具、 影视内容等方向有机会。并购重组重点关注国企方向，在国资委明确国企市值 考核的背景下，传媒国企诉求明显提升，部分国企资金优势明显。 板块观点与关注标的：1）资源整合预期：中视传媒、国新文化、广西广电、 唐德影视、吉视传媒、游族网络等；2）AI：荣信文化、奥飞娱乐、汤姆猫、 盛天网络、中文在线、易点天下、视觉中国、盛通股份、焦点科技、豆神教育、 世纪天鸿、佳发教育等；3）游戏：建议关注确定性强的神州泰岳、恺英网络、 巨人网络、吉比特，关注完美世界、ST 华通、冰川网络、华立科技；4）国企： 慈文传媒、皖新传媒、中文传 ...

Investment Strategies - Warren Buffett's legacy emphasizes a buy-and-hold investment strategy, focusing on exceptional stocks and minimizing impulsive trading [1] Enterprise Products Partners (EPD) - EPD has a current stock price of $32.01 with a 12-month price forecast of $36.67, indicating a 14.54% upside potential [2] - Despite missing earnings expectations, EPD reported nearly 5% year-over-year revenue growth, showcasing resilience [3] - EPD offers a high dividend yield of 6.70% with a payout ratio of 80.15%, supported by a strong balance sheet and a history of increasing distributions [4] Intuitive Machines (LUNR) - Intuitive Machines has a current stock price of $10.45 and a 12-month price forecast of $16.06, representing a 53.64% upside potential [5] - The company is positioned to become a leading provider of lunar services as NASA plans future missions [6] - Analysts recommend a long-term view, with six out of nine analysts rating LUNR as a Buy, indicating an upside potential of over 47% [7][8] Alaska Air Group (ALK) - Alaska Air Group's current stock price is $47.40, with a 12-month price forecast of $66.83, suggesting a 41.00% upside potential [9] - The company is expanding through its Alaska Accelerate initiative and aims to generate $1 billion in incremental profit by 2027 [10] - Despite a 25% decline in shares over the past year, 11 out of 12 analysts view ALK as a Buy, indicating strong future potential [11] Service Corporation International (SCI) - Service Corporation International has a current stock price of $78.43 and a 12-month price forecast of $89.25, indicating a 13.80% upside potential [13] - The death services market is expected to grow significantly as the Baby Boomer generation ages, creating increased demand for services [14] - SCI is adapting to market changes with an insurance-funded pre-need sales model and has the infrastructure to meet rising demand [15]