美国总统批评AT&T事件 - 美国总统特朗普在Truth Social连续发帖批评AT&T 称该公司为美国第三大无线运营商但"应该整顿好自己的行为" [1] - 特朗普称在尝试与"宗教领袖"举行电话会议时 AT&T设备完全无法正常工作 [1] - 特朗普暗示AT&T首席执行官John Stankey应亲自介入解决问题 [1] AT&T市场反应 - 特朗普第二篇帖子直接指责"AT&T显然不知道他们在做什么" 并威胁下次将改用其他运营商 [2] - 公司通过社交媒体回应白宫批评 [2] - 事件导致AT&T股价在高成交量下短暂下跌 但随后反弹 [2]

NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Fortrea Holdings Inc. ("Fortrea Holdings Inc." or the "Company") (NASDAQ: FTRE) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Fortrea Holdings Inc. investors who were adversely affected by alleged securities fraud between July 3, 2023 and February 28, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/psl ...

NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Red Cat Holdings, Inc. ("Red Cat Holdings, Inc." or the "Company") (NASDAQ: RCAT) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Red Cat Holdings, Inc. investors who were adversely affected by alleged securities fraud between March 18, 2022 and January 15, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com ...

NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Rocket Companies, Inc. ("Rocket Companies" or the "Company") (NYSE: RKT) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Rocket Companies investors who were adversely affected by alleged securities fraud between March 29, 2021 and April 1, 2021. Follow the link below to get more information and be contacted by a member of our team: https://www.zlk.com/pslra-1/rocke ...

Senate Republicans are threatening to hike taxes on clean energy projects and abruptly phase out credits that have supported the industry's expansion in the latest version of President Donald Trump's big spending bill.The measures, if enacted, would jeopardize hundreds of thousands of construction jobs, hurt the electric grid, and potentially raise electricity prices for consumers, trade groups warn.The Senate GOP released a draft of the massive domestic spending bill over the weekend that imposes a new tax ...

核心观点 - Cigna Group (CI) 宣布自2025年9月15日起将慢性鼻炎微创治疗RhinAer纳入保险覆盖范围 此举将使超过1500万会员受益 [1] - RhinAer由Aerin Medical开发 采用温度控制射频技术靶向后鼻神经 无需切口且仅需局部麻醉 已惠及超过5万名患者 [2] - 该决策基于20项同行评审研究和3年临床数据 证实RhinAer作为非侵入性疗法的安全性和有效性 [3] 治疗技术 - RhinAer突破传统手术模式 可在常规门诊完成治疗 显著提升患者便利性 [2] - 相比长期用药或传统手术 该技术符合医疗成本控制趋势 体现公司对循证医疗的承诺 [4] 公司战略 - Cigna通过覆盖创新疗法强化其患者中心定位 2024年已通过自有设施为超100万患者提供800万份处方 [5] - 公司股价表现优于行业 过去一年上涨0.3% 同期行业指数下跌29.7% [8] 行业对比 - 医疗板块中 Clover Health Investments (CLOV) 当前年度营收预期19亿美元 同比增长37.7% 过去60天盈利预测获1次上调 [10] - Fresenius Medical Care (FMS) 年度营收预期219亿美元 同比增长4.8% 过去30天盈利预测获3次上调 [11] - BrightSpring Health (BTSG) 年度营收预期123亿美元 同比增长9.1% 过去60天盈利预测获5次上调 [12]

Shares of NextEra (NEE -1.89%) fell on Monday, down by as much as 5.2% before recovering to a 2.3% decline as of 3 p.m. ET.NextEra is both a utility and a developer of renewable power systems, and has therefore been under pressure since details of the One, Big, Beautiful Bill began emerging back in May.Renewables-related stocks did bounce back a bit this month after the Senate's version appeared to offer some tax credit relief that had been restricted in the House's version passed back in May. But over the ...

苹果AI战略调整 - 公司考虑采用OpenAI和Anthropic的AI模型来升级Siri 而非完全依赖内部技术 [1] - 内部仍在推进代号为"LLM Siri"的自研AI模型项目 [1] - 已要求OpenAI和Anthropic针对苹果云基础设施训练适配版本进行测试 [1] Siri升级延期 - AI版Siri原定2025年发布 因技术挑战推迟至2026年或更晚 [2] - 公司在AI领域长期落后于Google OpenAI和Anthropic等竞争对手 [2] 第三方技术整合 - 当前Siri已能调用ChatGPT处理复杂问题 [2] - 正探索与第三方AI供应商更深层次的技术整合方案 [2]

Meta Platforms Inc (META)股价表现及AI进展 - META股价今日创历史新高747 90美元 受公司加强人工智能(AI)布局消息推动[1] - 公司从OpenAI新招募4名研究人员加入"超级智能"团队 股价自4月中旬低点持续反弹[1] - 技术面显示META近期在20日均线获得支撑 过去6个交易日中5日收涨 年内累计涨幅达26%[1] - 期权市场看涨情绪浓厚 50日看涨/看跌期权成交量比率达2 16 创一年新高[2] - 当前期权定价合理 波动率指数(SVI)为25% 处于年度极低水平(4%分位数)[2] BigBear ai Holdings Inc (BBAI)战略合作与市场表现 - BBAI股价单日大涨20 5%至7 04美元 因宣布与阿联酋Easy Lease及Vigilix Technology Investment达成AI合作[3] - 该股创2月以来最高水平 年内累计涨幅达58 9%[3] - 期权市场呈现显著看涨倾向 过去10周看涨/看跌期权成交比达8 88:1[4] - 今日期权成交量达日均3 1倍 其中看涨期权25 7万份 看跌期权7 1万份[4] - 最活跃合约为7月3日到期、行权价7美元的周度看涨期权 新开仓头寸集中[4]

Marvell Technology股票表现 - Marvell Technology股票在过去三个月下跌38% [1] - 作者认为该下跌缺乏基本面理由 [1] 作者背景 - 作者拥有33岁投资经验 曾在对冲基金担任交易员七年 专注于美国股票交易 [1] - 专业领域为科技行业成长股 擅长结合宏观经济分析和长短期策略 [1] - 具备软件工程背景 曾在Check Point担任软件工程师 [1] 投资方法论 - 重点关注具有创新性 可扩展性和市场颠覆性的科技公司 [1] - 采用长短仓策略 通过宏观经济分析把握市场周期 [1] - 投资目标为寻找中期能获得超额回报的成长型企业 [1] 持仓披露 - 作者持有Marvell Technology多头仓位 包括股票或衍生品 [2]