[Music] Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Raman Karamali. Let's get to the three things you need to know today. Well, first up, US stock futures are pointing to gains at the open and the NASDAQ is set open at a new all-time high. Investors are waiting on two key inflation readings later this week, but ahead of that, the Bureau of Labor Statistics will be issuing revised jobs data for the period between March 2024 to March 2025. And it's expected to show much slower job growth ...

GameStop is slated to report second-quarter earnings after Tuesday's close, with investors focused on any comments about the company's bitcoin plans. ...

GameStop Corp GME is back in focus as it gears up to report second-quarter earnings after the market close on Tuesday. Wall Street is expecting the company to report an EPS of 16 cents on revenue of $823.25 million, but for many traders, the real action is on the chart, where GME looks primed for another bout of meme-fueled volatility.Track GME stock here.Chart created using Benzinga ProCharts Show Tight Range Before EarningsGameStop is trading around $22.61, hovering just below key moving averages: the eig ...

GameStop stock price has moved sideways in the past few months as investors dumped Bitcoin holding companies and its business continued to deteriorate. GME was trading at $22.6 on Friday, down by over... ...

CANADA - 2025/05/29: In this photo illustration, the GameStop (Game Stop) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesMeme stock – GameStop (NYSE:GME) – is set to announce its earnings on Tuesday, Sep 9, 2025. Historically, GameStop's stock has shown considerable volatility on the day after its earnings announcements. Over the past five years, the stock has recorded an even distribution o ...

公司概况 - GameStop是一家游戏零售公司 目前正在进行战略重置 [1] - 公司股票具有高度波动性 经常出现双向剧烈波动 [1] - 该公司与meme股票热潮有历史关联 [1] 分析师背景 - 分析师拥有10年衍生品专家经验 专注于资产管理和股票分析 [1] - 专业领域包括股票研究 宏观经济和风险管理投资组合构建 [1] - 持有北欧投资顾问执照 金融经济学学士和金融市场硕士学位 [1] 投资立场 - 分析师通过股票所有权 期权或其他衍生品持有GameStop多头头寸 [1] - 文章观点为分析师个人意见 未获得除Seeking Alpha外的任何报酬 [1] - 分析师与所提及公司无商业关系 [1]

公司动态 - UnitedHealth Group股票周五早盘大幅上涨 知名投资者通过13F文件披露对该公司的多头持仓 [1] - 著名空头投资者Andrew Left旗下Citron Research在推特上公开支持UnitedHealth股票 并透露已建立多头仓位 [2][3] - Citron认为医疗保健行业将成为AI转型的首要领域 从诊断到理赔处理都将实现效率提升 [3] - Citron强调UnitedHealth作为核心持仓将受益于AI应用 提升利润率并加速盈利增长 [4] - 巴菲特旗下伯克希尔哈撒韦在第二季度新建仓5,039,564股UnitedHealth股票 [6] - Michael Burry的Scion Asset Management在第二季度持有350,000份看涨期权和20,000股UnitedHealth股票 [7] 行业趋势 - 医疗保健行业被认为是最可能被AI改造的领域 将释放巨大的效率提升空间 [3] - Citron指出市场正在发生行业轮动 投资者转向不同板块 [2] - 健康保险市场面临定价和拒赔压力 [8] 股价表现 - UnitedHealth股票周五上涨11.5%至303.19美元 [9] - 该股52周交易区间为234.60美元至630.73美元 [9] - 2025年迄今该股累计下跌39.9% [9] 投资案例 - Citron以Rocket Companies为例 该公司自被推荐以来已上涨80% 展示AI应用带来的收益 [4] - Andrew Left曾因做空GameStop而闻名 近期又宣布做空Palantir [5]

公司股价表现 - Gamestop股价自6月10日发布财报后持续徘徊在2025年低点附近 [1] 业务运营状况 - 公司核心业务呈现萎缩态势 [1] - 公司投资策略缺乏明确方向性 [1] 分析师持仓披露 - 分析师当前未持有GME任何股票、期权或衍生品头寸 [2] - 分析师未来72小时内可能通过买入股票或看涨期权建立多头头寸 [2]

做空Palantir - Citron Research创始人Andrew Left宣布做空Palantir Technologies，认为该公司估值过高[1] - Left指出Palantir已成为散户投资者的宠儿，但基于估值指标明显被高估[2] - Palantir的远期市盈率超过200倍，Left认为即使给予最高估值倍数，股价仍高于合理水平[3] - Left强调不能忽视大数据公司的估值指标和倍数，尽管他个人欣赏Palantir CEO Alex Karp[3] 市场观点与投资组合 - Left表示持有亚马逊和苹果的多头头寸，同时做空Palantir作为平衡投资组合的一部分[6] - Left在4月推荐的亚马逊股票上涨34%，First Solar股票上涨52%[5] - Left看好Rocket Companies，认为该公司可能成为"住房领域的亚马逊"，并看到购房需求积压、抵押贷款利率下降和AI整合等催化剂[7] 行业竞争与估值 - Left指出Databricks是Palantir的直接竞争对手，拥有更多客户，建议关注其上市机会[8] - Palantir股价周三下跌1.4%至18437美元，盘中创下18946美元的历史新高[8] - 2025年至今Palantir股价上涨145%，过去一年上涨506%[8]

股价表现 - 最新交易日股价上涨2.32%至22.93美元 表现优于标普500指数1.14%的涨幅 道琼斯指数上涨1.1% 纳斯达克指数上涨1.39% [1] - 过去一个月股价下跌5.44% 表现逊于非必需消费品板块3.17%的跌幅和标普500指数2%的涨幅 [1] 季度业绩预期 - 预计季度每股收益0.19美元 较去年同期大幅增长1800% [2] - 预计季度营收9亿美元 同比增长12.74% [2] 年度业绩预期 - 全年预计每股收益0.75美元 同比增长127.27% [3] - 全年预计营收35.8亿美元 同比下降6.29% [3] 估值水平 - 当前远期市盈率29.88倍 较行业平均远期市盈率22.63倍存在溢价 [6] - 所属游戏行业在Zacks行业排名中位列第147位 处于全部250多个行业中后41%分位 [6] 分析师评级 - 过去30天内共识每股收益预期未发生变动 [5] - 目前获得Zacks评级第3级（持有） [5] - 行业排名前50%的行业组别表现优于后50%行业组别达2比1 [7]