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Trump’s China Truce Shook Lithium Stocks — JPMorgan Calls Lithium Americas Fairly Priced - Lithium Americas (NYSE:LAC)
Benzinga· 2025-11-07 02:09
Lithium investors just got a reminder that geopolitics can move markets faster than demand forecasts. After a months-long retail-fueled rally, Lithium Americas Corp. (NYSE:LAC) has plunged 45% over the past month — a collapse JPMorgan's Bill Peterson partly attributes to "shifting rhetoric from the Trump administration regarding US-China relations" and China's move to lift export restrictions on key minerals.When A Truce Turns Into A ShockChina's decision to relax curbs on rare earths, gallium, graphite, an ...
Porsche clinches top spot for sales satisfaction in J.D. Power Study for third year in a row
Globenewswire· 2025-11-07 02:09
Atlanta, Georgia., Nov. 06, 2025 (GLOBE NEWSWIRE) -- New car customers rated Porsche as the top premium brand in the J.D. Power 2025 U.S. Sales Satisfaction Index (SSI) StudySM released Thursday. This marks the third consecutive year Porsche has ranked #1 among premium automotive brands, earning 855 points – four more than last year –  allowing it to secure the top spot overall among premium brands, including both the premium car and premium SUV segments. “We are truly thankful to our customers and to our d ...
Trump's China Truce Shook Lithium Stocks — Now JPMorgan Says Lithium Americas Is Fairly Priced
Benzinga· 2025-11-07 02:09
Lithium investors just got a reminder that geopolitics can move markets faster than demand forecasts. After a months-long retail-fueled rally, Lithium Americas Corp. (NYSE:LAC) has plunged 45% over the past month — a collapse JPMorgan's Bill Peterson partly attributes to "shifting rhetoric from the Trump administration regarding US-China relations" and China's move to lift export restrictions on key minerals.When A Truce Turns Into A ShockChina's decision to relax curbs on rare earths, gallium, graphite, an ...
Douglas Emmett, Inc. (NYSE:DEI) Receives Optimistic Price Target from Piper Sandler
Financial Modeling Prep· 2025-11-07 02:08
Douglas Emmett, Inc. (NYSE:DEI) is a real estate investment trust (REIT) that focuses on owning and operating office and multifamily properties in Los Angeles and Honolulu. The company is known for its strategic acquisitions and management of high-quality properties in these prime locations. DEI competes with other major REITs in the region, striving to maintain a strong market presence.On November 6, 2025, Alexander Goldfarb from Piper Sandler set a price target of $14 for DEI. At the time, DEI's stock was ...
Brace For Volatility: The Supreme Court Is Likely To Strike Down The Trump Tariffs
Seeking Alpha· 2025-11-07 02:07
The Supreme Court is likely to vote against the Trump tariffs imposed under the IEEPA by either a 6-3 or a 7-2 majority. This prediction is based on the sentiment and questions asked by each Justice at theAnalyst’s Disclosure:I/we have a beneficial short position in the shares of SPX 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 have no business relationsh ...
NACCO Industries outlines $150M annual EBITDA target within 5-7 years as contract mining expands (NYSE:NC)
Seeking Alpha· 2025-11-07 02:07
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Microsoft: $250B OpenAI Fuel, Azure Strong Growth, And The 2 GW Fairwater Next Year
Seeking Alpha· 2025-11-07 02:07
投资组合构成 - 投资组合在股票和看涨期权之间大约按50%-50%分配 [1] - 股票投资部分主要用于避免被归类为特定类型投资者 [1] 投资风格与策略 - 采用逆向投资风格 具有高风险特征 [1] - 投资时间框架倾向于3至24个月 [1] - 偏好近期因非经常性事件而遭遇抛售的股票 尤其关注内部人士在新低价格买入的标的 [1] - 交易时常涉及流动性极差的期权 [1] 筛选与分析方法 - 从数千只主要在美国的股票中进行筛选 [1] - 使用基本面分析评估通过筛选的公司的健康状况和杠杆水平 [1] - 将公司的财务比率与行业及板块的中位数和平均值进行比较 [1] - 对近期抛售后买入股票的每位内部人士进行专业背景调查 [1] - 使用技术分析优化头寸的入场和出场点 主要在周线图上使用多色线标示支撑和阻力位 [1] - 有时会绘制趋势线 [1]
Skanska AB (publ) (SKBSY) Q3 2025 Press Conference Call Transcript
Seeking Alpha· 2025-11-07 02:06
PresentationAntonia JunelindSenior Vice President of Investor Relations Good morning, and a warm welcome to the presentation of Skanska's Third Quarter Report for 2025. For those of you that don't know me, I'm Antonia Junelind. I'm the Senior Vice President for Skanska's Investor Relations. And here on stage in our studio today, I've got President and CEO, Anders Danielsson; and CFO, Jonas Rickberg. We're going to follow the typical structure of these press conferences. We will start by walking through the ...
MTSI Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
ZACKS· 2025-11-07 02:05
Key Takeaways MACOM Technology posted Q4 EPS of $0.94, topping estimates and rising 28.8% year over year.Revenues rose 32.3% to $261.2 million, exceeding the consensus and marking sustained growth momentum.MTSI projects Q1 revenues of $265-$273 million and EPS between $0.98 and $1.02.MACOM Technology Solutions Holdings, Inc. (MTSI) reported fourth-quarter fiscal 2025 earnings of 94 cents per share, which beat the Zacks Consensus Estimate by a penny. The bottom line grew 28.8% year over year.MACOM Technology ...
Clean Energy ETF (FRNW) Hits New 52-Week High
ZACKS· 2025-11-07 02:05
For investors seeking momentum, Fidelity Clean Energy ETF (FRNW) is probably on the radar. The fund just hit a 52-week high and is up 97.33% from its 52-week low price of $11.25/share.But are more gains in store for this ETF? Let’s take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed:FRNW in FocusThe underlying Fidelity Clean Energy Index reflects the performance of a global universe of companies across the market capitalization spectrum that distrib ...