If you've watched gold miners grind sideways for years and wondered when—if ever—they'd start pulling their weight, the answer may finally be here. In early September, the HUI/Gold ratio broke decisively above a decade-long descending triangle, a structure that had stifled every attempt by miners to outperform the metal since 2015. This breakout signals the end of a long compression that has defined the sector for nearly ten years and sets the stage for something different.History shows that when markets sp ...

网络安全事件 - 甲骨文公司向E-Business Suite客户发出警告 其客户收到一系列勒索邮件 公司敦促客户升级软件以修补已知漏洞[1][2] - 此次黑客攻击被谷歌描述为高容量 勒索软件团伙Cl0p与此次勒索活动有关 该团伙被认为是俄罗斯相关或以俄语为母语 以勒索软件即服务模式运营[3] - 网络安全公司Halcyon的勒索软件研究中心负责人表示 勒索金额从数百万到数千万美元不等 最高达5000万美元[4] 行业相关网络攻击案例 - 谷歌在8月确认发生数据泄露事件 影响部分客户 归因于名为ShinyHunters的黑客组织 事件发生在谷歌的一个Salesforce数据库系统中[4][5] - 环联在同一月份确认遭遇网络攻击 导致440万美国消费者的个人数据泄露 攻击源自服务于其美国消费者支持业务的第三方应用程序[5] 公司管理层与运营变动 - 甲骨文在9月任命Clay Magouyrk和Mike Sicilia为联合首席执行官 原首席执行官Safra Catz转任董事会执行副主席[6] - 公司同时晋升Mark Hura为全球现场运营总裁 Doug Kehring转任首席财务官 并重申了近期盈利指引[6] 公司内部交易与市场表现 - 根据美国证券交易委员会文件 甲骨文董事Naomi O Seligman近期执行内部人士出售 卖出2222股公司股票 总价值为641,958美元[7] - 根据Benzinga的Edge Rankings 甲骨文在动量指标上位列第92百分位 在增长指标上位列第70百分位 反映出其在两方面表现强劲[7]

股价表现 - 公司股价在周五盘前交易时段上涨 投资者正在消化首席执行官确认与特朗普政府进行讨论的言论 [1] - 股价在周四正常交易时段飙升23% 并在周五盘前时段再涨13% 今年迄今已接近翻倍 [4] 公司与政府关系 - 首席执行官表示公司正与白宫保持密切沟通 引发了可能达成协议的猜测 [1][2] - 首席执行官支持白宫对MP Materials Corp和Lithium Americas Corp的投资 并强调稀土行业需要众多公司合作而非单一主导者 [2] 行业背景与公司项目 - 总统特朗普旨在结束美国对中国的依赖 中国主导了用于技术和国防系统的全球稀土市场 特朗普将国内稀土生产视为国家安全和稳定供应链的关键 [3] - 公司目前正在德克萨斯州Sierra Blanca开发一个稀土采矿项目 并在俄克拉荷马州Stillwater建设一个磁铁制造基地 [4] - 首席执行官认为该领域不是零和游戏 需要许多参与者来共同构建市场 [3]

Here’s what Wall Street noticed in September: a mudflow in Indonesia, a tunnel collapse in Chile, and protests in Peru. Three separate events that removed 2.6% of global copper supply. The market repriced everything overnight. Despite that, the real story isn’t the disruptions, it’s that new mining projects can only add 4.39 million tons annually through 2030 while demand is projected to grow from 27 million to 33 million tons. The math doesn’t work. And investors who wait for “perfect entry points” are mis ...

Renowned investor and "Shark Tank" personality Kevin O'Leary said Wednesday that artificial intelligence data centers and Bitcoin (CRYPTO: BTC) mining are “competing” for scarce electricity in North America.O’Leary Says US Doesn’t Have Much PowerDuring an interview with Moneywise, O’Leary weighed in on the power situation in the region, noting that there isn’t much left on U.S. grids.“Because of the insatiable demand for AI data centers, we’ve got a bit of a problem going on here. There is no power on the g ...

财报业绩预期 - 公司将于10月7日周二开盘前公布第三季度财报 [1] - 市场预期公司季度每股收益为82美分 较去年同期83美分有所下降 [1] - 市场预期公司季度营收为17.1亿美元 高于去年同期的16.8亿美元 [1] 股息收益分析 - 公司目前提供2.64%的年股息收益率 季度股息为每股45美分 年股息为每股1.80美元 [2] - 为获得每月500美元（每年6000美元）的股息收入 需持有约3333股公司股票 价值约226,944美元 [2][3] - 为获得每月100美元（每年1200美元）的股息收入 需持有约667股公司股票 价值约45,416美元 [3] 股息收益率特性 - 股息收益率由年股息支付额除以当前股价计算得出 会随股价波动而变化 [4] - 股息支付额本身也可能随时间变化 若公司增加股息 即使股价不变 股息收益率也会上升 [5] 股价表现 - 公司股价在周四上涨0.5% 收盘报68.09美元 [5]

As of Oct. 3, 2025, two stocks in the industrials could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to Benzinga ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying COIN stock? Here’s what analysts think:Read This Next: Photo via ShutterstockLoading...Loading... ...

BlackRock Inc.’s (NYSE:BLK) Global Infrastructure Partners (GIP) is reportedly in advanced talks to acquire Aligned Data Centers in a deal that could value the company at $40 billion.A deal for Aligned, which is backed by investment firm Macquarie Group, could be announced within days, Bloomberg News reported on Friday, citing people familiar with the matter. Check out the current price of BLK shares here.MGX, an AI investment company established by Abu Dhabi’s sovereign wealth fund Mubadala Investment Co., ...

ServiceNow (NOW) 投资观点 - Odyssey Capital Advisors 创始人兼首席投资官 Jason Snipe 看好 ServiceNow 公司，该公司年初至今下跌14% [1] - 摩根士丹利分析师 Keith Weiss 于9月24日将 ServiceNow 评级从均配上调至超配，目标价从1040美元上调至1250美元 [1] - ServiceNow 股价周四下跌0.3%，收于910.10美元 [5] iShares Core S&P Small-Cap ETF (IJR) 投资观点 - NB Private Wealth 首席投资官 Shannon Saccocia 选择 iShares Core S&P 小盘股 ETF 作为其最终交易 [1] - iShares Core S&P Small-Cap ETF 周四上涨0.3% [5] Vertex Pharmaceuticals (VRTX) 投资观点 - Cerity Partners 合伙人 Jim Lebenthal 认为 Vertex Pharmaceuticals 拥有优秀的药物产品线 [2] - 花旗集团分析师 Geoff Meacham 于10月2日维持对 Vertex Pharmaceuticals 的买入评级，并将目标价从550美元上调至575美元 [3] - 公司于9月25日获得 FDA 针对 Povetacicept 治疗 IgAN 的突破性疗法认定，完成了 AMKD 试验的患者招募，并启动了 ADPKD 研究，以推动首创肾脏疗法 [3] - Vertex Pharmaceuticals 股价周四上涨1.2%，收于408.85美元 [5]