Michael James McDonald is a stock market forecaster, author and former Senior Vice President of Investments at what is now Morgan Stanley. He is a long-term advocate of the theory of contrary opinion and the measurement of investor sentiment when forecasting price direction.His first book, " A Strategic Guide to the Coming Roller Coaster Market" was published in July of 2000, three months before the top of the dot comm market. On its cover was written, "How a new model of the stock market predicts the end o ...

Lululemon stock (Nasdaq: NASDAQ: LULU ) has sold off sharply after Q2 results , with investors treating it as if the brand is structurally broken, but the operating data and management’s commentary point to a very different conclusion. LULU is theI am currently studying economics and accounting at UCSB, and interning at a UBS wealth management office. I am seeking a career in equity research, and I became passionate about equities through managing a stock portfolio of companies that I track closely.Analyst’ ...

Key Takeaways lululemon posted Q2 EPS of $3.10 above the Zacks Consensus Estimate, while revenues of $2.53B missed.Weak U.S. results led to a lowered guidance, while China and other global markets showed double-digit growth.New products aim to raise newness penetration to 35% by 2026, but execution speed remains concerning.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 underscored the tension between a loyal customer base and shifting consumer demand. While earnings per share of $3.10 topped t ...

Key Takeaways Energy Transfer units gained 7.9% in a year while its industry slipped 0.8%.ET secures 90% of revenues from fee-based contracts, ensuring stable cash flow.ET trades at 9.29X EV/EBITDA, below the industry average of 10.65X, signaling value.Units of Energy Transfer LP (ET) have rallied 7.9% in the past year against the Zacks Oil and Gas - Production Pipeline - MLB industry’s decline of 0.8%. Energy Transfer, the oil and gas midstream firm, owns a wide network of pipelines across the United State ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

American Express' (NYSE:AXP) August consumer credit card delinquency and net charge-off rates were unchanged from the prior month, the company said in a Monday filing. The U.S. consumer card delinquency rate was 1.3% in August, unchanged from the prior two months and flat ...

World Insurance Associates announced today that Zach Posey has joined as its new leader of market relationships.Posey, who is based in Chicago, will engage with contingent capital providers to include insurers in developing unique solutions for clients, trading partners and World.Posey spent the past 15 years at broking giant Aon plc where he most recently served as managing director of Inpoint, the firm’s management consulting and advisory arm specializing in helping insurers and reinsurers improve perform ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Now is a great time to be an income investor, so long as one looks in the right places. While tech stocks are now either at or approaching bubble territory, ...

财务表现 - 2025年第二季度营收同比下降4%至327亿元人民币[2] - 核心在线营销收入同比下降15%[2] - 自由现金流转为负值达47亿元人民币[2] - 营收成本同比上升近12%[1] - 2025年全年每股收益预期为832美元 过去30天内下调39%[14] 人工智能投资 - 公司正加大AI云基础设施投入[1] - 64%的移动搜索已包含AI生成内容[3] - 拥有1240亿元人民币现金及等价物支持AI发展[3] - 全球AI支出预计以359%年复合增长率增长 2030年达18万亿美元[4] 业务发展 - AI云业务受企业需求 Ernie模型和Apollo Go自动驾驶服务推动[3] - 广告环境持续疲软 第三季度复苏前景有限[1] - 面临传统广告业务下滑与重大AI投资之间的差距扩大[2] 同业比较 - Alphabet承诺投入超过850亿美元发展AI和云业务[5] - 微软2025财年承诺投入超过800亿美元建设AI基础设施[6] - Alphabet凭借规模优势 多元化收入和全球覆盖保持利润率韧性[5] - 微软通过OpenAI合作优化运营并维持利润率[6] 股价表现与估值 - 年初至今股价上涨362%[7] - 远期市盈率1262倍 低于行业平均2374倍[11] - 获得Zacks排名第5（强力卖出）评级[15]

Key Takeaways Cameco signed a supply pact with Slovakia's largest electricity producer.The deal runs through 2036 and includes uranium and conversion services for nuclear plants.CCJ controls about 20% of global UF6 conversion capacity, positioning it among industry leaders.Cameco (CCJ) has inked a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (“SE”), Slovakia’s largest electricity producer. This agreement, running through 2036, marks Cameco’s entry into the Slovaki ...