Delta Air Lines Inc (NYSE:DAL) stock is up 12.4% to trade at $56.99 today, after the airliner's top-line beat for the second quarter. More importantly, CEO Ed Bastian told CNBC that bookings have stabilized after lower demand in the spring, and Delta's profit outlook for 2025 has been reinstated. The report has sent tremors through the airline sector. American Airlines Group Inc (NASDAQ:AAL) stock is 14% higher to trade at $13.13, last seen trading at its highest level since early March. While the shares ar ...

股价表现与技术分析 - 2025年至今股价下跌7.8%，落后于多数科技巨头[1] - 股价从52周低点反弹24%，重新进入牛市区域[1] - 重新站上200日均线，显示长期趋势可能反转[1][2] - 关键阻力位在180美元，突破后可能上探190美元[2][11] 基本面与业务优势 - 全球搜索领域领导者，YouTube和Android占据主导地位[6] - 通过Gemini和AI Overviews积极扩展AI能力[6] - 谷歌云业务持续稳定增长，减少对广告收入依赖[6] - Q1业绩超预期，2025年利润率有望显著提升[7] - 持有近1000亿美元现金及等价物，财务灵活性高[7] 竞争环境与挑战 - 2025年表现逊于英伟达、Meta和微软等同行[5] - 面临AI变现、欧美监管压力及广告/云领域竞争加剧等问题[5] 估值与投资机会 - 当前市盈率19.44，远期市盈率接近15倍，估值具吸引力[10] - 分析师12个月平均目标价199.61美元，潜在涨幅12.45%[8] - Q2财报将于7月22日公布，若AI/云/广告业务表现强劲可能成为催化剂[9] 市场预期与策略 - 技术面改善叠加基本面稳健，可能形成补涨行情[9][11] - 当前市场对科技股预期过高，公司提供质量与价值兼具的选择[10][12]

One of the most captivating trades touted in 2023 was the "duration trade," or essentially making a bet that interest rates, which had risen at a record pace starting the year prior, would have to fall and thus bring up theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SGOV, RFIX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I hav ...

MONSEY, N.Y., July 10, 2025 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of WK Kellogg Co. (NYSE: KLG) (“Kellogg”) to Ferrero Group for $23.00 per share in cash. Since the deal was announced, at least one investor has expressed disappointment in the sale price on SeekingAlpha. If you remain a Kellogg shareholder and have concerns about the proposed sale, you may contact our firm at the following link to discuss your legal rights at no charge: htt ...

The insurance industry has faced considerable headwinds in recent years, leading to a hardening of the capital cycle that may, in 2024, have finally turned toward sustainable profitability. During this period, Aspen Insurance Holdings Limited (NYSE: AHL ) has been ableJoseph Noko (pronounced "Nookhoo"), investment analyst and economist with a proven track record of generating +100% annualised portfolio returns. Expert in reverse‑discounted cash flow (DCF) modelling; forensic accounting adjustments; high‑con ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

法律诉讼结果 - 苹果、Visa和万事达卡在一起反垄断诉讼中取得法律胜利 美国伊利诺伊州地方法官David Dugan裁定驳回此案 原告未能提供足够证据证明苹果非法选择不与Visa和万事达卡竞争支付网络业务 [1][2] - 法官认为原告仅提供了"一系列间接指控" 但允许其修改诉讼以加强主张 三家公司否认有任何不当行为并敦促法官驳回诉讼 [3] - 诉讼指控苹果与Visa和万事达卡合谋不竞争 作为交换 Visa和万事达卡向苹果支付消费者使用Apple Pay在其网络上进行交易产生的大额交易费用 [4] 支付业务发展 - 苹果于2014年推出Apple Pay移动钱包 允许iPhone用户存储支付卡信息并在合作商户处进行购买 [4] - 诉讼称Visa和万事达卡每年向苹果支付数亿美元的"持续巨额现金贿赂" 苹果辩称投诉未能显示公司有计划进入支付网络市场与Visa或万事达卡竞争 [5] - 法官在裁决中指出 原告的主张"完全忽略了与此类努力相关的困难、成本、时间、风险和潜在失败可能性" [5] 移动支付行业趋势 - 移动钱包正在成为全球消费者店内交易的重要力量 目前占所有店内交易的21% 较2022年增长10.9% [6]

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诉讼背景 - 证券律师事务所Bleichmar Fonti & Auld LLP对Centene Corporation及其高管提起集体诉讼 指控其涉嫌违反联邦证券法 [1] - 诉讼依据为《1934年证券交易法》第10(b)和20(a)条款 案件由美国纽约南区联邦地区法院受理 案件编号25-cv-05659 [2] 公司业务概况 - Centene主营政府资助的医疗保健计划服务 包括Medicaid、Medicare及《平价医疗法案》下的健康保险市场 [3] 财务指引争议 - 2024年12月12日公司发布2025财年指引 称"在空前阻力下保持盈利稳定性" [4] - 2025年2月4日因参保人数"超预期"上调指引 4月25日再次以参保增长和保留率为由提高指引 [4] - 实际情况显示 公司主要服务市场的参保增长率低于预期 且疾病发病率显著升高 [4] 股价暴跌事件 - 2025年7月1日公司突然撤回指引 因独立精算报告显示：29个服务州中22个市场增长低于预期 发病率远超预期 [5] - 消息公布后股价单日暴跌40% 从56.65美元/股跌至33.78美元/股 市值蒸发22.87美元/股 [5] 律所资质 - 代理律所曾为特斯拉董事会案件追回9亿美元 在Teva制药案中追回4.2亿美元 [8]

Why did SoundHound AI stock drop today? Get the details behind the latest price swing.Shares of SoundHound AI (SOUN -4.69%) cooled down on Thursday, ending a string of positive price moves. The stock surged 16.3% higher from the long weekend to Wednesday evening, but gave back as much as 8.1% of those gains today. At 2:50 p.m. ET, SoundHound AI's shares are down by 5.2%.When someone else's party sends your stock soaringThis week's surge was based on a broader wave of interest in a certain type of artificial ...