Key Takeaways Amazon spent $31.4B in Q2, with AI infrastructure driving capex toward $100B for 2025.AWS revenues rose 17.5% y/y, with 18% growth projected for 2025 and 2026.Heavy spending cuts AWS's margin outlook to 35% in 2025 from 39.5% a year earlier.Amazon (AMZN) is betting big on artificial intelligence, with the capital expenditure soaring to $31.4 billion in the second quarter of 2025, largely directed toward AI infrastructure and cloud technologies. Management noted this level of spending is likely ...

Key Takeaways WWW hit a 47.2% adjusted gross margin in Q2, up 410 basis points from last year.Saucony, Merrell and Sweaty Betty led broad margin gains with premium-focused strategies.WWW expects a gross margin of 45-47% for the long term, aided by pricing, mix and supply-chain savings.Wolverine World Wide, Inc. (WWW) sustained its profitability momentum in the second quarter of 2025, once again delivering record margins alongside healthy revenue growth. The adjusted gross margin moved up 410 basis points fr ...

Shares of Kewaunee Scientific Corporation (KEQU) have declined 19.7% since reporting first-quarter fiscal 2026 results. This compares with the S&P 500 index’s 0.4% rise over the same period. Over the past month, the stock has fallen 23.8%, while the S&P 500 has advanced 1.9%. The performance highlights a sharp underperformance relative to the broader market despite a set of results that, on balance, showed strong top and bottom-line growth.Earnings & Revenue PerformanceThe company reported first-quarter fis ...

Key Takeaways JPMorgan plans a 20% corporate banking headcount rise in the Asia Pacific in 2026.The bank sees growth, driven by digitalization, trade flows and globalizing Asian corporates.JPMorgan expands as competitors slow, capturing talent and market share across the region.JPMorgan (JPM) is ramping up hiring in its corporate banking division throughout the Asia Pacific region as part of an aggressive growth strategy, aiming to boost headcount by another 20% in 2026, per a Reuters report.The co-head of ...

股价表现 - 公司股价在上一交易日大幅上涨14.9%至88.58美元 成交量显著高于平均水平 [1] - 公司过去四周股价涨幅仅为0.4% 单日表现远超近期趋势 [1] - 同行业公司Lam Research股价同期上涨7.7%至115.58美元 过去一个月涨幅0.6% [3] 财务表现预期 - 预计季度每股收益为0.62美元 同比增长24% [2] - 预计季度收入达1.75亿美元 同比增长19.2% [2] - 过去30天内共识EPS预期保持未变 缺乏盈利预期修正趋势 [3] 业务驱动因素 - 内存接口芯片业务强劲增长 特别是DDR5产品推动创纪录的产品收入 [1] - 公司在市场中表现优于整体行业水平 [1] 行业比较 - 公司属于Zacks电子-半导体行业 同业公司Lam Research同期公布业绩预期 [3] - Lam Research共识EPS预期在过去一个月下调0.3%至1.21美元 但仍较去年同期增长40.7% [4] - 两家公司目前均持有Zacks第三级(持有)评级 [3][4]

Key Takeaways PAAS reported 452.3M oz silver and 6.3M oz gold in proven and probable reserves.Measured and indicated resources hold 1,130.6M oz silver and 9.9M oz gold.La Colorada exploration added 52.7M oz silver to inferred resource estimates.Pan American Silver Corp. (PAAS) announced that its proven and probable mineral reserves at the end of June 30, 2025, are estimated to total 452.3 million ounces of silver and 6.3 million ounces of gold. These estimates, however, do not factor in PAAS’s acquisition o ...

Key Takeaways DE faces nine quarters of volume declines; expects large U.S. ag equipment market to drop 30% in 2025.U.S. farm income to rise 40.7% in 2025, driven mainly by $30.4B increase in government payments.Crop receipts are expected to decline 2.5% this year, which does not look promising for the farm sector.Deere & Company (DE) continues to face persisting challenges in its equipment operations, experiencing nine consecutive quarters of volume declines. The Agricultural & Turf segment has been the ha ...

Key Takeaways Lazard's AUM reached $258.4B in August, up 1.8% from July on market appreciation and FX gains.Equity AUM rose 1.9% to $202.5B, with fixed income also up 1.9% and other assets climbing nearly 1%.Strategic deals like Truvvo Partners and Elaia partnerships strengthen Lazard's asset management growth.Lazard, Inc. (LAZ) reported a preliminary asset under management (AUM) balance of $258.4 billion as of Aug. 31, 2025, reflecting a 1.8% increase from July 31, 2025. The growth was primarily driven by ...

Key Takeaways Astronics' Aerospace revenues hit $193.6M in Q2 2025, rising 9.4% year over year.Demand for cabin power, IFEC and defense lighting products fueled segment growth.Acquisition of Envoy Aerospace strengthens in-house certification capabilities.Astronics Corporation (ATRO) reported strong results for the second quarter of 2025, with its Aerospace segment delivering record revenues of $193.6 million, up 9.4% from the prior-year quarter and being the primary contributor to its 3.3% total revenue gro ...

Key Takeaways Curtiss-Wright raised its 2025 share repurchase program by $200M, topping $450M in planned buybacks.The company continues its $60M January 2025 buyback, with $134M still authorized after both programs.CW's $3.9B backlog, solid cash flow and defense demand support ongoing shareholder-friendly initiatives.Curtiss-Wright Corporation (CW) recently announced a $200 million expansion in its 2025 share repurchase program, bringing the expected total repurchases for the year to more than $450 million. ...