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Undercovered Dozen: Applied Digital, Merck, B2Gold And More
Seeking Alpha· 2025-09-20 23:22
Some tickers are covered more than others on the site, so with The Undercovered Dozen our Editors highlight twelve actionable investment ideas on tickers with less coverage. These ideas can range from "boring" large caps to promising up-and-coming small caps. Specifically, the inclusion criteria for "undercovered" include: market cap greater than $100 million, more than 800 symbol page views in the last 90 days on Seeking Alpha, and fewer than two articles published in the past 30 days. Follow this account ...
Is Google Developing an XRP Killer?
Yahoo Finance· 2025-09-20 23:21
Key Points Google aims to disrupt SWIFT transfers with its own blockchain platform. It's a more centralized and tightly regulated platform than Ripple’s XRP Ledger. Both of these blockchains could thrive without directly competing against each other. 10 stocks we like better than Alphabet › Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google recently unveiled its Google Cloud Universal Ledger (GCUL), which has a lot in common with Ripple Labs' XRP (CRYPTO: XRP) Ledger (XRPL). Both blockchains provide ...
Meet the Newest Artificial Intelligence (AI) Stock in the S&P 500. It's Up 5,660% Since 2023, and It Could Still Climb Higher From Here.
Yahoo Finance· 2025-09-20 23:15
标普500指数构成标准 - 作为整体股市基准指数 代表约80%美国股票市值 [1] - 成分股需满足市值规模 持续盈利能力和足够流动性要求 [1] - 每季度由选股委员会审核调整 不符合标准公司将被移除 [2] AppLovin入选指数变动 - 9月22日将取代MarketAxess等三家公司成为新成分股 [3] - 与Robinhood Markets及Emcor共同加入指数 [3] - 2023年初以来股价涨幅超55倍 被归类为人工智能股票 [3] 公司核心业务模式 - 通过Axon 2广告优化器提供程序化广告投放服务 [5][6] - 采用基于机器学习AI模型 利用历史第一方数据优化广告效果 [6] - 仅根据第三方测量数据确认广告有效后才收取费用 [5] 财务表现与业务拓展 - 软件平台收入从2022年10亿美元增长至最近四季度的42.5亿美元 [6] - 通过收购Wurl和MoPub拓展联网电视广告业务 [7] - 正在构建电子商务广告引擎 扩大非游戏广告领域布局 [7] 技术优势与发展前景 - Axon 2系统于2023年第一季度上线后推动业绩显著提升 [6] - 优秀算法为客户带来卓越投资回报效果 [8] - 多项业务发展可能推动2026年及之后增长加速 [8]
Trump Invokes ‘Golden Share' to Keep Steel Mill Running. What It May Mean for These Stocks.
Barrons· 2025-09-20 23:12
The Wall Street Journal reports that President Donald Trump invoked his 'golden share' to keep U.S. Steel's Granite City steel mill in Illinois running. ...
Eaton: The Pulse Of Electrification; Buy
Seeking Alpha· 2025-09-20 23:07
I have been thinking about the AI megatrend for the past few weeks and was wondering how investors can play this trend safely. Eaton (NYSE: ETN ) grabbed my attention here. Whether one believes in the AI mega trend orI am an investor with over 7 years of experience in the financial markets. Currently pursuing an MBA from the University of Illinois at Urbana-Champaign, where I specialize in Finance and Marketing, my academic background has equipped me with a strong foundation in business strategy, financial ...
Cracker Barrel CEO outlines path forward after logo controversy
Yahoo Finance· 2025-09-20 23:07
品牌重塑策略 - 公司为应对销售额和客流量下降启动战略转型 旨在现代化并吸引年轻客群[2] - 品牌视觉标识简化是行业长期趋势 旨在提升识别效率 美国消费者日均接触广告量从2007年4000-10000条跃升五倍[3] - 门店改造采用更明亮现代设计 包括浅色墙壁 流线型卡座和新座椅[4] 市场反应与业绩影响 - 首席执行官称改造获得压倒性积极反馈[5] - 标志变更引发保守派批评 前总统特朗普公开要求恢复旧标识[5][6] - 股价在争议期间下跌近16%[6] - 自8月19日标志变更后客流量下降约8% 公司预计2026财年第一季度流量持续下降7%-8%[7] 标志变更争议 - 原标志人物Uncle Herschel被移除 该角色以创始人叔叔Herschel McCartney为原型[1][5] - 简化标识旨在增强品牌穿透力 使消费者在广告噪音中快速识别[3][4] - 舆论围绕穿工装裤的"Old Timer"形象形成强烈反对阵营[5]
Wingstop’s $3M AUV Goal Easy With Smart Kitchen (NASDAQ:WING)
Seeking Alpha· 2025-09-20 23:06
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.When I last wrote about Wingstop ( WING ), I upgraded my rating on the stock to a “buy,” as I believed investor pessimism had gone too far, extended from the companyAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capi ...
Anatoly Yakovenko Net Worth: Solana CEO's Wealth In Spotlight As ETF Deadline Nears
Yahoo Finance· 2025-09-20 23:02
公司背景 - Solana Labs由Anatoly Yakovenko与Raj Gokal、Greg Fitzgerald于2018年共同创立 旨在开发高效能区块链平台以解决以太坊性能限制 [3][4] - 公司2020年通过初始代币发行启动主网 并在同年A轮融资中筹集2000万美元 未披露投后估值 [4][6] - 2021年由Andreessen Horowitz和Polychain Capital领投完成3.14亿美元私人代币销售 [6] 创始人财富构成 - 创始人Yakovenko持有约13.6万枚SOL 按9月19日价格计算价值近3300万美元 占流通供应量0.02512% [5] - 其于Solana Labs的股权占比保守估计为1-5% 若考虑较高创始人份额可能达10-25% [6] - 另通过天使投资参与Ellipsis Labs、Blockcast等Solana生态内外初创企业早期融资 [8] 市场表现与资金动向 - SOL市值达1300亿美元 为全球最大加密货币之一 [1] - 自4月以来价格显著上涨 接近历史新高 主因市场对现货ETF获批的预期 [2] - 2024年美国现货比特币及以太坊ETF上市后 贝莱德、富达等机构已吸纳超1000亿美元规模的BTC [9] 技术发展路径 - Yakovenko曾任职高通公司12年 担任软件与基础设施工程师 其技术背景为Solana开发奠定基础 [3] - 项目白皮书提出创新区块链方案 通过验证器网络实现智能合约功能优化 [4]
How Ride-Hailing Platforms Could Be The Real Winners Of The Autonomous Driving Push - Uber Technologies (NYSE:UBER)
Benzinga· 2025-09-20 23:01
As the U.S. ramps up its focus on autonomous driving, companies like Tesla Inc. TSLA, Alphabet Inc.'s GOOGL GOOG Waymo, as well as Amazon.com Inc.'s AMZN Zoox are driving the sector forward.But the real beneficiaries of this trend, if executed successfully, could be ride-hailing platforms like Uber Technologies Inc. UBER and Lyft Inc. LYFT. Let's break down why.Cost SavingsOne of the biggest advantages of autonomous taxis over traditional ride-hailing lies in economics. By eliminating the need for a human d ...