Why a $7.3 Million Bet on Core Scientific Looked Smart at Quarter-End but Got Tested 30% Later
Yahoo Finance· 2025-12-29 00:35
机构持仓动态 - 总部位于苏黎世的PSquared资产管理公司在第三季度新建了Core Scientific的头寸 收购了405,800股 价值约728万美元[2][3] - 截至9月30日 该头寸占其报告的管理层资产约5.78% 占其1.2597亿美元美国股票资产的5.78%[3][6] - 该基金在上一季度的申报文件中并未出现Core Scientific[3] 公司股价与市场表现 - 截至新闻发布当周的周五 Core Scientific股价为15.29美元[4][5] - 过去一年股价上涨5.5% 但大幅跑输同期上涨约15%的标普500指数[4] - 在10月下旬公司正式终止与CoreWeave的合并协议后 股价下跌了近30%[11] 公司财务与业务概况 - 公司市值为47.4亿美元[5] - 过去十二个月营收为3.3418亿美元 净亏损为7.6831亿美元[5] - 公司提供数字资产挖矿、区块链基础设施和托管服务 收入来自自营挖矿和第三方托管合同[8] - 公司采用双重业务模式 既为自己账户挖矿 也为机构级区块链客户提供数据中心托管和主机代管服务[8] - 主要客户包括北美地区寻求安全高性能分布式账本基础设施的大型区块链矿工和企业[9] 公司近期发展与战略背景 - 在第三季度末 公司业务呈现稳定态势 托管合同在扩大 资产负债表在重组后有所改善[10] - 当时拟议的与CoreWeave的合并为公司提供了将其高耗电数据中心资产货币化的清晰路径[10] - 合并协议终止后 投资者重新评估了明确催化剂的丧失 并对公司向高密度托管和AI相关工作负载转型的速度提出质疑[11] - 运营层面变化不大 公司仍控制着宝贵的电力基础设施 并继续将产能从单纯的比特币挖矿转向托管和计算服务[11] - 但合并失败后 执行风险重新成为焦点[11]
Kohl’s defends Kohl’s Cash, a program that boosts repeat shopping
Yahoo Finance· 2025-12-29 00:33
定价策略与消费者心理 - 当消费者预期将有折扣时 他们不会以全价购买商品 因此苹果公司每年仅提供一到两次折扣 这使得折扣活动显得特别 同时也促使消费者进行全价购买 因为他们不会等待一年一度的促销[1] - 取消折扣以建立价格基准在理论上具有合理性 但实际操作可能疏远零售商的核心客户群[3] JCPenney的定价改革与失败 - 2012年初 Ron Johnson对JCPenney的业务模式进行了重大改革 推出新的“公平公正”每日低价方案 以取代过去常用的“虚假定价”[2] - 该改革在理论上看似很好 旨在消除虚高的标价和随之而来的诱惑性折扣 但消费者反应不佳 导致Ron Johnson的任期以巨大失败告终[2] - 有评论指出 其改革措施非但未能挽救已陷入困境的JCPenney 反而使其情况进一步恶化[3] Kohl's的折扣策略与风险 - 尽管面临诸多挑战 Kohl's一直谨慎地维持其广受欢迎的Kohl's Cash折扣计划[4] - Kohl's Cash在特定促销期间赚取 通常为每消费50美元可获得10美元 以优惠券 电子邮件或应用内钱包形式发放 并可在指定期限内像现金一样使用[5] - Kohl's Rewards会员在所有消费中都能额外赚取Kohl's Cash 实现折扣叠加 会员每月自动获得消费金额5% 使用Kohl's卡则为7.5% 的返利 以5美元为增量单位 在次月1日以Kohl's Cash优惠券形式发放[7] - 赚取的Kohl's Cash需在指定的兑换期内使用 逾期未用将失效 且不可兑换现金[7] - Kohl's Cash正快速成为流行文化的一部分 但其模式与已申请破产的Bed Bath & Beyond曾标志性的“Big Blue”超大额20%优惠券有相似之处 暗示了潜在风险[6]
Women We Admire Announces Top 50 Women Leaders in Human Resources for 2025
PRWEB· 2025-12-29 00:30
Women We Admire is pleased to announce The Top 50 Women Leaders in Human Resources for 2025NEW YORK, Dec. 28, 2025 /PRNewswire-PRWeb/ -- Women We Admire is pleased to announce The Top 50 Women Leaders in Human Resources for 2025. Human resources leaders shape how organizations recruit, retain, and support their workforces, translating business priorities into policies, systems, and day-to-day practices that affect employees at every level. Their responsibilities extend beyond compliance and administration t ...
What Is One of the Best ETFs to Hold for the Next 10 Years?
247Wallst· 2025-12-29 00:23
What are your New Year's resolutions for 2026? One of your commitments should be to take control of your financial future. ...
PerfectlyHost Announces New Comprehensive Digital Services Platform to Simplify Online Operations for Small Businesses
TMX Newsfile· 2025-12-29 00:23
New York, New York--(Newsfile Corp. - December 28, 2025) - PerfectlyHost, a leading provider of reliable hosting and digital infrastructure services, is taking a bold step forward by offering an all-in-one platform to help small businesses grow, secure, and manage their online presence. The new platform combines essential digital services, web hosting, website creation tools, security, business email, and social media management, into one cohesive ecosystem, designed to simplify online operations and reduc ...
NUGT: A Good Supplement To GDX, But Not A Long-Term Holding
Seeking Alpha· 2025-12-29 00:17
At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!Power Hedge has been cove ...
Jim Cramer Highlights Fubo’s “Big Run”
Yahoo Finance· 2025-12-29 00:16
fuboTV Inc. (NYSE:FUBO) is one of the stocks Jim Cramer shared his take on. When a caller asked about the stock during the lightning round, Cramer said, “Fubo’s had a big run, and I don’t think there’s any need to pile on at this price. I think it’s just too high.” Photo by Artem Podrez on Pexels fuboTV Inc. (NYSE:FUBO) provides a live TV streaming service focused on sports, news, and entertainment. The service is accessible through streaming devices, SmartTVs, and mobile platforms. During the November ...
Jim Cramer on Patterson-UTI: “It’s Just a Flat-Out No on This Show
Yahoo Finance· 2025-12-29 00:16
Patterson-UTI Energy, Inc. (NASDAQ:PTEN) is one of the stocks Jim Cramer shared his take on. Answering a caller’s query about the stock, Cramer remarked: “No, no we’re not…. No, oil and gas… it’s just a flat-out no on this show. We are just not, we’ve not recommended those stocks for a very long time, and we’re not going to do it this year.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Patterson-UTI Energy, Inc. (NASDAQ:PTEN) helps oil and gas companies drill ...
Jim Cramer on Rubrik: “I Can’t Say Enough About How Great the Trajectory of This Company Is”
Yahoo Finance· 2025-12-29 00:16
Rubrik, Inc. (NYSE:RBRK) is one of the stocks Jim Cramer shared his take on. During the lightning round, a caller inquired about Cramer’s thoughts on the company. In response, he said: “Oh my God, I think Bipul’s doing a fantastic job. I can’t say enough about how great the trajectory of this company is. I think you should own it, continue to own it.” A person with stock market data on a laptop. Photo by Anna Nekrashevich on Pexels Rubrik, Inc. (NYSE:RBRK) provides data security and protection solutio ...
Jim Cramer on NetApp: “I Think It’s an Okay Company”
Yahoo Finance· 2025-12-29 00:16
NetApp, Inc. (NASDAQ:NTAP) is one of the stocks Jim Cramer shared his take on. Noting that they have owned the stock for the past 25 years, a caller asked if they should continue to hold it, and Cramer commented: “Well, you know, I think it’s an okay company. It’s storage management. That’s a good business. Not a good year this year. I wouldn’t mind if you trimmed some and got into some more exciting stocks like we, I shouldn’t say exciting, more investible stocks like we have in How to Make Money in Any ...