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Why a Major Investor Cut IES Holdings Exposure by $12 Million Amid a Big Stock Rally
Yahoo Finance· 2025-12-27 00:45
IES Holdings is a diversified engineering and construction company with a national footprint and a focus on delivering specialized electrical and technology solutions. Its multi-segment strategy enables exposure to multiple end markets, including commercial, industrial, communications, infrastructure, and residential sectors. The company leverages its expertise in integrated systems and custom-engineered products to maintain a competitive edge in complex, large-scale projects.As of Friday, shares of IES Hol ...
Atos to sell Latin American businesses to Brazil's Semantix
Reuters· 2025-12-27 00:45
French IT company Atos said on Friday it signed a binding agreement to sell its Latin American operations to Brazilian tech company Semantix as part of a broad restructuring plan. ...
EU’s Stricter Crypto Tax Reporting Rules Take Effect January 2026: Is DAC8 A Crackdown On Crypto?
Yahoo Finance· 2025-12-27 00:44
The European Union (EU) is ready to implement DAC8 for crypto tax transparency. What is DAC8, you ask? The Directive on Administrative Cooperation is a comprehensive directive that will fundamentally change how crypto transactions are monitored and taxed. DAC8 was adopted by the council of EU in October 2023. Now, starting 1 January 2026, crypto exchanges will be required to collect and report detailed user and transaction data to national tax authorities. However, companies have been granted six months, ...
Medicus Pharma teams with Reliant AI for study push – ICYMI
Proactiveinvestors NA· 2025-12-27 00:43
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
4.3% GDP Growth Overstated By Odd Video Game Inflation Data
Investors· 2025-12-27 00:42
Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or perfo ...
Vanda Pharmaceuticals Stock Rallies on FDA Filing
Schaeffers Investment Research· 2025-12-27 00:41
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) shares are up 2.2% to trade at $7.06 at last check. The company announced last week it filed a Biologics License Application with the U.S. Food and Drug Administration (FDA) for isidolimab, its antibody-based treatment for patients with pustular psoriasis.The stock is extending last week's move above the $7 level, and marked a fresh two-year high of $7.25 right out of the gate. VNDA toppled resistance at $5.50 earlier this month after spending November firmly below t ...
Citi Research's Rob Rowe on the firm's 2026 S&P 500 target of 7,700
Youtube· 2025-12-27 00:41
We're joined on set by Rob Row. He is the head of global strategy at City Research right here at Post 9. Rob, >> glad to see somebody else working today.Really, really appreciate. >> We're all here on Boxing Day as they say in the UK. >> Yes, exactly.Um, you know, listen, lot there's a lot of tax law changes that are happening next year, both personally and on the corporate side as well. It's a little bit call it WBI, wonky, but important. How much of it all is that factoring into your outlook for next year ...
BitMine Immersion: The Ethereum Treasury Play Trading Below Book Value
Seeking Alpha· 2025-12-27 00:41
公司业务转型与资产状况 - BitMine Immersion Technologies (BMNR) 最初专注于比特币挖矿业务 [1] - 公司目前已成为全球最大的公开以太坊资金库 [1] - 公司持有超过400万枚以太坊 (ETH) [1] 文章作者背景 - 文章作者为一名20岁的国际财富与投资经理 持有英国特许证券与投资协会 (CISI) 的准会员资格 (ACSI) [1] - 作者专注于传统市场与加密资产 其方法结合了严谨的技术与基本面分析 [1] - 作者目前为工程专业三年级学生 将量化技能与全球视野结合 以发掘股票、金融科技和宏观趋势中的可行机会 [1] - 作者热衷于撰写股市文章 对个股进行深入技术分析 并与其他投资者分享观点 [1] - 作者享受对金融市场进行定量和数据驱动的研究 其相关工作曾获得如ESADE等知名机构的奖项 [1] - 作者曾参与股市比赛 在传统市场中不到一个月的时间内实现了超过190%的经核实的回报率 [1] - 作者在Seeking Alpha平台的目标是为更广泛的投资社群提供清晰、实用的见解 并帮助阐明复杂的金融话题 [1]
Foreign Equities in 2026? Combine Active, Passive
Etftrends· 2025-12-27 00:32
公司概况与投资策略 - Avantis Investors是美国世纪投资公司旗下分支,成立于2019年,其管理的总资产规模已超过1000亿美元[2] - 公司提供采用“系统性主动†”方法的ETF,旨在将主动投资与被动投资的优势相结合[1] - 公司的投资方法注重成本控制,同时利用主动投资能力提供定制化的资产配置[2] 核心产品表现与分析 - 公司旗下表现最佳的ETF是AVDV,即Avantis国际小盘价值ETF,其年度管理费为36个基点[3] - AVDV的投资策略旨在结合指数投资的透明度、分散化优势以及主动、基于价格的决策所带来的价值[3] - 该主动型外国股票ETF专注于寻找符合其价值观点的小盘公司[3] - 截至数据统计时,AVDV的年内回报率达到49.2%,表现超越了其ETF数据库类别同期的平均回报[4] - 该ETF在所有跟踪的时间段内(从过去一个月到过去五年)均跑赢了类别平均水平[4] - 该ETF今年强劲表现的部分原因是对矿业和金属公司的关注,截至12月23日,其单一行业权重不超过17%[5] 产品定位与市场机遇 - AVDV等ETF产品为投资者提供了一种整合主动与被动投资优势的解决方案,无需自行搭配组合[1][5] - 随着许多投资者寻求增加外国股票类别的敞口,此类产品可能成为满足需求的有力工具[5] - 展望未来,AVDV可能成为投资组合中一个强有力的长期持有标的[5]
Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition
ZACKS· 2025-12-27 00:40
行业趋势与驱动因素 - 全球对可再生能源的需求持续增长 风能处于清洁能源转型的前沿 是应对气候变化的关键主题 [1] - 风能已成为美国最大的可再生能源发电来源之一 其日益普及的关键驱动因素包括生产成本降低 支持性政府政策以及电力和运输市场需求增长 [2] - 截至2024年底 美国风电装机容量已超过154吉瓦 风电发电量约占美国公用事业规模总发电量的10% [3] - 由人工智能数据中心 电动汽车普及和住宅需求增长引领的强劲电力需求 使风电行业受益 预计2025年美国电网将新增约7.5吉瓦的风电装机容量 [4][11] - 尽管美国联邦海上风电开发政策有所转变 但风电行业凭借更高的灵活性和可扩展性继续获得发展动力 并受益于美国风电产能的持续扩张 例如马萨诸塞州800兆瓦的Vineyard Wind 1等大型项目 [5] 重点公司分析 - **NextEra Energy, Inc. (NEE)**: 公司旗下的竞争性能源业务是全球领先的风能发电商 2024年新增风电装机容量1,365兆瓦 并增加了755兆瓦的电池储能容量 截至2024年底 其在美国23个州和加拿大4个省运营的风电设施总装机容量约为26,335兆瓦 计划在2024-2027年间在美国增加大量清洁发电资产 2025年第三季度有近3吉瓦的可再生能源项目积压 [8][9][10] - **PG&E Corp. (PCG)**: 公司通过从包括风电在内的多种可再生能源采购电力以及开发自己的风电场来涉足风能领域 拥有强大的受监管公用事业资产组合 2024年资本支出达106亿美元 并计划在2025年投资129亿美元 [12][13][14] - **Arcosa, Inc. (ACA)**: 公司的工程结构业务为风电市场提供风电塔筒等产品 《通胀削减法案》的通过成为其风电塔筒业务的重要增长催化剂 自该法案通过以来 公司已获得价值11亿美元的新订单 其中大部分将用于西南部的风电扩建项目 2025年第三季度 工程结构部门收入同比增长11.3% [15][16] - **Constellation Energy Corp. (CEG)**: 公司在10个州运营27个风电项目 发电能力约为1,400兆瓦 其中约750兆瓦为公司所有 公司启动了一项3.5亿美元的倡议 通过提高效率等措施将其马里兰州奥克兰的Criterion风电项目寿命延长20年 其重新供电计划将使315兆瓦的现有零碳风电舰队在相同风力条件下发更多电 2024年公司生产了182太瓦时的零排放电力 可满足1,600万户家庭用电 并避免了超过1.22亿公吨的碳排放 [18][19][20]