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Equinix Clobbered On Analyst Day
Seeking Alpha· 2025-07-01 23:43
Analyst day events are a great opportunity to gain a better understanding of a company's direction. They often feature multi-year outlooks and deeper discussion of business strategy than would be available in shorter form content or quarterly reports. The magnitude of content drop often has a big effect on market price, and data center giant Equinix (NASDAQ:EQIX) was no exception. SA Equinix dropped from over $900 to just over $700 in the hours and days following their analyst day event. This article will e ...
INVESTOR ALERT: Class Action Lawsuit Filed on Behalf of Petco Health and Wellness Company, Inc. (WOOF) Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the Firm
GlobeNewswire News Room· 2025-07-01 23:43
ATLANTA, July 01, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Petco Health and Wellness Company, Inc. (“Petco” or the “Company”) (NASDAQ: WOOF). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information about Petco’s business, operations, and prospects, including allegations that: (i) Petco’s pandemic-related tailwinds were unsustainable, as was its business model of selling primarily p ...
IonQ: Ignore Dilution, Calculating Chances For A Quantum Future
Seeking Alpha· 2025-07-01 23:38
I’ve written about IonQ (NYSE: IONQ ) last year, and that has done pretty well for my readers. I recognized the company making moves, improving its technology, and pushing closer to commercialization. In my view, things at the company seem toNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond hands a ...
HD Agrees to Buy GMS to Strengthen Its SRS Distribution Unit
ZACKS· 2025-07-01 23:35
公司战略与投资计划 - 公司专注于通过"One Home Depot"投资计划打造无缝客户体验 重点包括供应链扩展 技术投资和数字化升级 [1] - 通过互联零售战略和强大技术基础设施提升客户体验 包括改进搜索功能 优化Pro网站体验和强化履约能力 [9] - 该战略有效推动在线转化率 使公司股价过去一年上涨12 1% 高于行业7 8%的涨幅 [11] 收购GMS交易细节 - 将通过子公司SRS以每股110美元现金收购GMS全部流通股 股权价值约43亿美元 企业价值(含净债务)约55亿美元 [3] - 交易预计在2025财年完成 首年即可提升调整后EPS(不计协同效应) 融资方式为现金+债务 不影响2026年底杠杆率回归2 0x的计划 [4] - 收购完成后GMS未要约股票将按同等条件强制转换 SRS将整合GMS的1200个分销中心和8000辆卡车网络 [5][7] 收购战略价值 - GMS作为北美专业建材分销商 其产品线(墙板 天花板 钢结构等)和客户关系将强化SRS在美加市场的分销网络 [2][6] - 合并后实体将形成覆盖住宅/商业客户的多品类建材分销平台 每日可完成数万次工地配送 [7] - 此次垂直整合将增强公司在专业贸易分销领域的竞争力 实现SRS成为核心建材分销商的愿景 [6][8] 零售行业比较 - FGI Industries(FGI)获Zacks强力买入评级 当前财年销售预期增长5 5% 过去四季平均盈利超预期70% [12][13] - Haverty Furniture(HVT)获Zacks买入评级 当前财年销售预期增长3 9% 过去四季平均盈利超预期62 8% [12][14]
Credit Rating For The Unrated REITs (Part 5): National Storage Affiliates Trust
Seeking Alpha· 2025-07-01 23:34
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Denislav leads the investing group Trade With Beta , features of the service include: frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of 1200+ equities, IPO previews, hedging strategies, an actively managed portfolio, and chat for discussion. Learn moreAnalyst’s Disclosure:I/we have a ...
Microsoft, Rivian, Intel Slash Jobs In June Tech Layoff Spree
Benzinga· 2025-07-01 23:34
The month of June saw a fresh wave of layoffs across the technology sector, with companies both large and small making significant workforce reductions as they adapt to shifting market demands and the growing influence of artificial intelligence.Rivian: Last month, electric vehicle manufacturer Rivian Automotive, Inc. RIVN reduced its headcount by approximately 140 employees, about 1% of its workforce. The layoffs primarily impacted the manufacturing team as the company seeks to streamline operations ahead ...
How is Starbucks Navigating Tariffs and Price Volatility in FY25?
ZACKS· 2025-07-01 23:31
Key Takeaways SBUX saw a 450-bps drop in operating margin in Q2 FY25 due to tariffs and commodity inflation. A cross-functional team and supply-chain shifts aim to offset tariff exposure and rising input costs. Starbucks plans to hold prices steady in FY25 while boosting app transparency for customer trust.Starbucks Corporation (SBUX) is facing a challenging mix of rising input costs and shifting trade dynamics in fiscal 2025. Heightened tariff exposure—especially on merchandise from China and imported be ...
Intel Collaborates With Exostellar to Scale AI Initiatives Faster
ZACKS· 2025-07-01 23:31
Key Takeaways INTC and Exostellar aim to boost AI efficiency with Gaudi accelerators and Kubernetes-native orchestration. The solution supports hybrid infrastructures with dynamic scheduling, quota control and multi-vendor access. INTC sees Gaudi 3 scaling AI with high throughput, Ethernet interconnect and open software flexibility.Intel Corporation (INTC) has partnered with Exostellar to make enterprise-grade AI infrastructure accessible in a cost-effective manner. Intel’s partnership with this leading i ...
Immunome (IMNM) Soars 6.0%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-01 23:31
Immunome, Inc. (IMNM) shares rallied 6% in the last trading session to close at $9.3. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.1% gain over the past four weeks.The sudden price rise can be attributed to growing investor optimism regarding the company’s efforts to develop its lead pipeline candidate, varegacestat, which is currently in late-stage clinical studies for the treatment of desmoid tumors. I ...
Olin Set to Expand Bleach Distribution With K2 Partnership
ZACKS· 2025-07-01 23:31
Key Takeaways OLN partners with K2 to strengthen bleach distribution across California and the Western U.S. region. The move aims to reduce railcar chlorine shipments by increasing local bleach production and supply. Collaboration enhances safety, environmental responsibility, and customer service responsiveness.Olin Corporation (OLN) announced to strengthen its bleach distribution network across California and the Western United States in collaboration with K2. The partnership aims to improve supply chai ...