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Stock Of The Day: Which Way Will QuantumScape Trend?
Benzinga· 2025-10-03 00:52
Trading in QuantumScape Corporation (NYSE:QS) is subdued on Thursday, but this wasn't the case on Wednesday. The shares soared more than 18% after the company announced a strategic partnership with Corning Incorporated (NYSE:GLW).Now QuantumScape is at an important price level. As you can see on the chart, the last time the stock reached $14.70 it reversed and went lower. Now it is back to this level again, and the same thing may happen. This is why QuantumScape is our Stock of the Day.Traders would say th ...
Amazon Gets More Aggressive With Grocery Offerings, Targets Items Under $5 For Consumers
Benzinga· 2025-10-03 00:51
In the battle to gain market share among cost-conscious consumers in the wake of tariffs and inflation, Amazon.com Inc (NASDAQ:AMZN) is ready to heat things up.AMZN stock is in a favorable position. Follow the breaking news here.What Happened: Known best for its e-commerce business model of having items shipped to homes in a few days or even less, Amazon is ready to offer more goods under $5 for consumers.The company recently announced the launch of Amazon Grocery, a private label food brand that unites goo ...
Opendoor's Buyer Perks Are A 'Nothing Burger' — Business Model Still A Mystery, Says Hedge Funder
Benzinga· 2025-10-03 00:37
Hedge fund manager George Noble posted a bold criticism of Opendoor Technologies, Inc.’s (NASDAQ:OPEN) latest product rollouts in a social media post on Wednesday night. OPEN stock is moving. See the real-time price action here. Earlier on Wednesday, Opendoor CEO Kaz Nejatian announced two new benefits: a seven-day home test drive and a 100-day home warranty for buyers who purchase homes from Opendoor. Read Next: Tesla, Rivals Brace For EV Market ‘Collapse’—Thanks To TrumpNoble's comments about Opendoor's n ...
Nike Just Did It—Turned $1.5 Billion Pain Into Performance
Benzinga· 2025-10-03 00:33
公司业绩表现 - 公司业绩超出华尔街预期 其扭亏为盈的策略正在奏效 [1] - 公司营收在各个区域均实现增长 但大中华区销售额下降10% 营业利润下降25% [3] - 公司毛利率从45.4%下降至42.2% 反映出更高的折扣和关税影响 [4] 关税影响与成本管理 - 关税每年给公司造成约15亿美元的成本 较早期预测增长50% 主要原因是越南制造的鞋类面临20%的关税 [1] - 关税仅占公司去年463亿美元总营收的约3% [2] - 公司一直在转移生产地点以管理成本 [2] 增长动力与战略重点 - 公司对Foot Locker等零售商的批发业务增长7% 显示出修复关系和聚焦核心产品线的成效 [3] - 跑步、训练、篮球和足球等领域的性能鞋是增长的主要驱动力 对休闲服饰的关注已减少 [3] - 公司战略重新聚焦于性能产品 领导层推动明确的复苏计划 [5] 管理层观点与未来展望 - 公司首席执行官强调结构性挑战存在 但并未破坏整体计划 [2] - 管理层强调大中华区的长期潜力依然强劲 [3] - 管理层将公司的复苏努力比作一支执行完美战术的球队 [4]
Taysha Gene Therapies, Canaan, Ondas Holdings And Other Big Stocks Moving Higher On Thursday - Angel Studios (NYSE:ANGX)
Benzinga· 2025-10-03 00:29
U.S. stocks were mixed, with the Dow Jones index falling more than 50 points on Thursday.Shares of Taysha Gene Therapies Inc (NASDAQ:TSHA) rose sharply during Thursday's session after the FDA granted the company Breakthrough Therapy designation to TSHA-102 for the treatment of Rett syndrome.Needham analyst Gil Blum maintained Taysha Gene Therapies with a Buy and raised the price target from $8 to $10.Taysha Gene Therapies shares jumped 50.4% to $4.78 on Thursday.Here are some other big stocks recording gain ...
5 Overextended Stocks To Take Profits On
Benzinga· 2025-10-03 00:21
市场情绪与投资策略 - 市场创历史新高时 投资者面临坚持原定计划与追逐额外收益之间的挑战 [1] - 将股票类比为汽车或家电 需通过定期“维护”在问题出现前识别风险信号 尽管存在基本面或技术面警示 股票仍可能长期上涨 [2] - 部分交易员正为可能出现的市场波动做准备 专注于1至5天的短期交易策略 [3] SoundHound AI (SOUN) - 公司受益于AI投资热潮 专营语音识别和自然语言处理系统 其技术最初为音乐发现应用开发 [4] - 过去12个月股价上涨超过250% 但公司仍处于亏损状态 2025财年第二季度每股收益亏损高于分析师预期 [4] - 尽管营收稳定增长 但股价显现泡沫迹象 超过30%的流通股被做空 日线图显示看跌信号 MACD出现死叉 [6] Micron Technology Inc (MU) - 公司作为AI领域赢家 向数据中心销售大规模内存芯片 受益于AI数据中心对算力和能源不断增长的需求 [7] - 公司连续三个季度营收和盈利超预期 2024财年第四季度营收达113亿美元 创历史纪录 [7] - 股价在一个多月内上涨50%后 相对强弱指数进入超买区域 上涨动能减弱 下次财报发布前缺乏催化剂 显示获利了结机会 [9] Dlocal Ltd (DLO) - 公司是一家金融科技初创企业 专注于简化全球支付 主要业务和营收来自拉丁美洲国家 [10] - 公司业务性质导致股价波动性大 近期面临阿根廷货币贬值带来的盈利阻力 [10] - 技术图表显示卖方多于买方 50%的涨幅已趋平 可能形成双顶形态 MACD出现看跌交叉 但过去三个月股价仍上涨25% [13] ACM Research Inc (ACMR) - 公司为半导体设备制造商 本周单日股价上涨11% 接近2021年2月的历史高点 年度销售额超过7.8亿美元 [14] - 最近季度盈利超出预期30%以上 但盈利惊喜速度开始放缓 且自2023年以来首次出现营收未达预期 [14] - 年内迄今上涨近200%后 股价远高于50日简单移动平均线支撑位 相对强弱指数进入超买区域 显示股价可能回调至30美元水平 [16][17] Axcelis Technologies Inc (ACLS) - 公司为半导体制造商生产清洁设备 去年总销售额超过10亿美元 [18] - 尽管过去五年每个季度每股收益和营收均超预期 但整体数字呈下降趋势 2025财年第一季度营收自2021年第三季度以来首次低于2亿美元 第二季度营收同比下滑超过20% [18] - 过去三个月股价上涨超过30% 但目前已突破上行通道上轨 相对强弱指数和MACD技术信号预示可能出现回调 [20]
United Parcel Service's Options: A Look at What the Big Money is Thinking - United Parcel Service (NYSE:UPS)
Benzinga· 2025-10-03 00:01
Investors with a lot of money to spend have taken a bearish stance on United Parcel Service (NYSE:UPS).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with UPS, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanne ...
A Look Into Pfizer Inc's Price Over Earnings - Pfizer (NYSE:PFE)
Benzinga· 2025-10-03 00:00
In the current market session, Pfizer Inc. (NYSE:PFE) share price is at $26.95, after a 0.96% drop. Over the past month, the stock spiked by 9.82%, but over the past year, it actually decreased by 5.70%. With good short-term performance like this, and questionable long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio.Comparing Pfizer P/E Against Its PeersThe P/E ratio is used by long-term shareholders to assess the company's market performance a ...
OpenAI's Stargate Massive Memory Deal With Koreans Sparks More Frenzy In AI Trade And Overshadows Government Shutdown - Apple (NASDAQ:AAPL)
Benzinga· 2025-10-02 23:53
美光科技与Stargate内存交易 - 美光科技股价在盘前交易中最初下跌,因其韩国竞争对手宣布与OpenAI达成一项大型初步交易,而美光未被包含在该交易中[14] - 随后美光科技股价出现大幅上涨,因投资者意识到内存是一种大宗商品,即使美光未直接参与交易,其也将因供应紧张而受益[14] - OpenAI与两家韩国公司三星电子和SK海力士签署的Stargate数据中心内存交易规模巨大,预计在高峰期将消耗全球DRAM产量的40%[14] 内存行业市场格局 - 在高带宽DRAM内存领域主要有三家生产商,SK海力士是市场领导者,占据约60%的市场份额,三星和美光科技各占据约20%的市场份额[14] - 这项大规模内存交易引发了整个AI领域的狂热买盘,波及的股票包括英伟达、Vertiv Holdings Co、戴尔科技、超微电脑、SanDisk Corp、西部数据和希捷科技控股[14] 科技巨头资金流向 - 在早盘交易中,资金流向在苹果、亚马逊、Alphabet、Meta、英伟达和特斯拉等公司呈正面,在微软公司呈负面[7] - 在早盘交易中,资金流向在SPDR S&P 500 ETF信托和Invesco QQQ信托系列1呈正面[7]
This Is What Whales Are Betting On Agnico Eagle Mines - Agnico Eagle Mines (NYSE:AEM)
Benzinga· 2025-10-02 23:01
Investors with a lot of money to spend have taken a bearish stance on Agnico Eagle Mines (NYSE:AEM).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AEM, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner s ...