Two Key Structural Elements to Watch CrowdStrike (CRWD) is currently in its 8th Phase of the 18-Phase Adhishthana Cycle on the weekly charts. While the stock appears bullish on the surface, a closer look at its structure suggests some of these recent gains could be deceptive. Here is why investors should stay cautious. CrowdStrike's Alignment So Far On the weekly charts, Crowdstrike has maintained an 85.71% alignment with the Adhishthana Principles, our proprietary framework that forecasts stock behavior th ...

音乐版权与流媒体影响 - Taylor Swift重新获得旧专辑所有权后 旧歌流媒体播放量激增 其中Big Machine时期专辑单日播放量增长110%至430% [1][3] - 宣布版权回归当日 Swift全部作品单日播放量达3064万次 较日均水平增长551% [3] - 具体专辑表现差异显著 《Speak Now》全球播放量增幅最高达430% 《Taylor Swift》和《Reputation》分别增长220%和160% [4] Spotify平台受益 - Swift粉丝集中回流Spotify平台 推动公司股价单日上涨447%至70108美元 创52周新高 [7] - 2025年迄今Spotify股价累计上涨567% 近一年涨幅超114% [7] - Swift持续保持流媒体统治力 2024年包揽全球及美国最受欢迎艺人 其专辑《The Tortured Poets Department》《1989 (Taylor's Version)》分别位列全球年度流媒体榜第一和第六 [6] 唱片公司联动效应 - Universal Music Group旗下Republic Records因发行Swift新专辑 可能同步受益于近期整体播放量上升 [5] - Swift通过重录专辑策略削弱旧版版权价值 同时获得新版歌曲的版税和所有权 [2]

财务表现 - 公司第一季度营收15 4亿美元 同比增长2% 超出分析师预期的14 9亿美元 [1] - 调整后每股收益1 18美元 高于预期的1 07美元 [1] - 同店销售额实现季度内逐月增长 并延续至5月份 [2] - 三大主力品牌Kay Zales和Jared同店销售额环比改善 利润率提升 [2] 业绩指引 - 上调2026财年营收指引至65 7-68亿美元 原为65 3-68亿美元 市场预期为66 9亿美元 [3] - 调整后每股收益预期提高至7 7-9 38美元 原为7 31-9 1美元 市场预期8 45美元 [3] - 调整后EBITDA预期调升至6 15-6 95亿美元 原为6 05-6 95亿美元 [3] - 第二季度营收预期14 7-15 1亿美元 高于市场预期的13 4亿美元 [4] - 第二季度EBITDA预期5300-7300万美元 [4] 市场反应 - 股价周三下跌1 1% 收于74 4美元 [4] - 多家机构上调目标价 Telsey从62调至80美元 B of A从65调至78美元 Wells Fargo从70调至75美元 [6] - UBS维持买入评级 目标价从84调至95美元 Citigroup维持买入 目标价从85调至100美元 [6]

HealthEquity, Inc. HQY posted better-than-expected first-quarter results after Tuesday’s closing bell.HealthEquity reported quarterly earnings of 97 cents per share, which beat the consensus estimate of 88 cents. Quarterly revenue came in at $330.8 million, beating the Street estimate of $321.17 million."The HealthEquity team started fiscal 2026 with a strong first quarter that included record quarterly revenue, record Adjusted EBITDA and increased guidance for the year," said Scott Cutler, CEO of HealthEqu ...

JP Morgan analyst Samik Chatterjee had an Overweight rating on Apple Inc AAPL on Tuesday.Apple's App Store revenue for May, tracked by Sensor Tower, increased by 4.9% month-over-month (which compares to an average sequential uptick of 2.3% seen historically going from April to May) and helped support an acceleration of year-over-year revenue trends to up 13.0% Y/Y in May (versus up 11.8% Y/Y in April), Chatterjee stated.While the management did not provide official guidance for Services revenue growth for t ...

Hims & Hers Health, Inc. HIMS on Tuesday agreed to acquire ZAVA, a European digital health platform. The deal terms were not disclosed.The acquisition consideration will be 100% cash, funded from the company’s balance sheet at closing. The acquisition is expected to close in the second half of 2025.The move will expand Hims & Hers’ footprint in the United Kingdom and officially launch the company into Germany, France, and Ireland, with more markets anticipated soon.In the coming quarters, Hims & Hers will e ...

Rosenblatt analyst Mike Genovese is questioning how successful Ciena CIEN will be over the next one to five years, taking on companies like Marvell Technology MRVL and Broadcom Inc AVGO.What Happened: The analyst maintains a Neutral rating and raised the price target from $65 to $85, according to a Tuesday research note.Ciena will report second-quarter results on June 5 before the open.Genovese expects good results and guidance, likely slightly ahead of consensus, driven by substantial revenues and orders.C ...

On Tuesday, Zydus Lifesciences Ltd. announced its entry into the global biologics contract development and manufacturing organization (CDMO) business through its plan to acquire Agenus Inc.’s AGEN U.S.-based biologics CMC facilities.The acquisition marks Zydus’ strategic investment in U.S.-based biologics manufacturing, thereby adding a sustainable growth driver for the group.Agenus is a clinical-stage immuno-oncology company.Zydus will acquire two biologics manufacturing facilities from Agenus in Emeryvill ...

AnaptysBio, Inc. ANAB on Tuesday released updated data from the Phase 2b trial of rosnilimab, a PD-1 depleter and agonist, for rheumatoid arthritis.In the 424-patient 2b trial, rosnilimab achieved JAK-like efficacy on multiple clinically meaningful measures, including low disease activity (LDA) and remission on the Clinical Disease Activity Index (CDAI), as well as ACR70 response, over six months.Furthermore, responses were then durable for at least two months off the drug.Also Read: AnaptysBio Discontinues ...

Dollar General Corporation DG reported better-than-expected first-quarter earnings and raised its full-year outlook on Tuesday.The general store operator said quarterly net sales increased 5.3% to $10.44 billion, barely missing the consensus of $10.64 billion. The company reported net income of $391.9 million, up 7.9%, with earnings of $1.78 per share, compared to $1.65 a year ago, beating the consensus of $1.58.“We are pleased with our start to the year, including strong same-store sales and EPS results,” ...