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4 Real Opportunities Hiding Behind The AI Hype
Benzinga· 2025-11-11 01:19
Every few years, Wall Street discovers a shiny object and suddenly half the Internet becomes overnight experts in whatever the new talking point might be.We saw it with crypto. We saw it with weed. We saw it with 3D printing.The latest round of instant expertise is the breathless chatter about artificial intelligence (AI). Go online any day of the week and you’ll find folks with impeccable confidence explaining GPUs, inference, multimodal architectures, quantum scaling, and transformer models as if they per ...
AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?
ZACKS· 2025-11-11 01:17
Key Takeaways Applied Materials posted record Q3 Semiconductor Systems revenues, up 10% year over year.Lam Research's 2024 shipments for gate-all-around nodes topped $1B, set to triple by 2025.LRCX shows stronger growth prospects in AI chip tech, while AMAT faces slowing ICAPS demand.Applied Materials (AMAT) and Lam Research (LRCX) stand out as key suppliers of semiconductor fabrication equipment like Chemical Vapor Deposition, Atomic Layer Deposition (ALD), Physical Vapor Deposition, Chemical Mechanical Pl ...
Boeing offers revised deal with higher bonus to end St. Louis workers' strike
Reuters· 2025-11-11 01:17
公司行动 - 公司于周一提出新合同要约[1] - 新合同涉及圣路易斯地区工厂超过3200名罢工工人[1] 合同条款 - 新合同提议提高批准奖金[1] - 合同包含其他修订条款[1]
Gold Is More Likely Headed for $5,000 Than $3,000. Why Volatility Won't Keep it Down.
Barrons· 2025-11-11 01:17
Gold's recent correction isn't the start of a bear market for the yellow metal. Bulls point to more upside ahead. ...
IWMI & IWM - Which Is The Better Bet On Small-Cap US Stocks?
Seeking Alpha· 2025-11-11 01:17
The author has an honours degree in economics and politics with a focus on economic development. With 36 years of experience in executive management he has extensive knowledge of insurance/reinsurance, Global and Asia Pacific markets, climate change and ESG. He invests in his personal capacity.Analyst’s Disclosure:I/we have a beneficial long position in the shares of IWM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not rec ...
Fed Governor Stephen Miran: A 50 bps cut is ‘appropriate' for December, but at least 25
Youtube· 2025-11-11 01:15
We're going to start on the economy as the outlook for the Federal Reserve here and as we see a plan to end the government shutdown beginning to take shape. Joining us here first on CNBC is Federal Reserve Governor Steven Myin. Welcome.It's nice to have you. >> Hi, thanks for having me back. >> Does the does the shutdown impact or change your view of what's happening with the economy right now.>> You know, not really because the shutdown what the shutdown does is it depresses GDP growth in the quarter when ...
Illumina® Protein Prep delivers groundbreaking precision in NGS proteomics for more than 40 customers, ranging from academic institutions to large national biobanks
Prnewswire· 2025-11-11 01:15
Accessibility StatementSkip Navigation Following global commercial launch in September, Illumina Protein Prep's "out of the box" solution drives extraordinary accessibility to proteomics for researchers, with over 40,000 samples processed Sydney Mass Spectrometry is the first facility in the wider Asia Pacific region to offer Illumina Protein Prep, adding to a growing list of institutions revealing biological insights with exceptional clarity at scale Recent collaborations and projects including Genomics En ...
Honda: The Good And The Bad From Recent Results
Seeking Alpha· 2025-11-11 01:15
研究服务核心观点 - 研究服务名称为Asia Value & Moat Stocks 旨在为价值投资者寻找亚洲上市股票的投资机会 核心是发掘价格与内在价值之间存在巨大差距的股票 [1] - 投资策略侧重于两类机会 一是深度价值资产负债表廉价股 例如以折价购买资产的净现金股票 净流动资产股 低市净率股票 分部分加总估值折价股 二是宽广护城河股票 例如以折价购买优秀公司盈利能力的魔法公式股票 高质量企业 隐形冠军和宽广护城河复利股 [1] 分析师背景 - 分析师The Value Pendulum是亚洲股票市场专家 拥有超过十年的买方和卖方从业经验 [1] - 分析师是Asia Value & Moat Stocks投资团组的作者 特别关注香港市场 提供月度更新的观察名单 [1]
维信诺控股权或将变更
深圳商报· 2025-11-11 01:14
公告显示,维信诺拟向合肥建曙定向增发4.19亿股,发行股票的价格为7.01元/股,发行价格不低于定价 基准日前20个交易日公司股票交易均价的80%;募集资金总额不超过29.37亿元,扣除发行费用后的募 集资金净额拟全部用于补充流动资金及偿还公司债务。 维信诺表示,合肥建曙将以现金方式认购公司本次发行的股票。若本次发行完成,公司控股股东将变更 为合肥建曙,公司实际控制人将变更为合肥市蜀山区人民政府。该事项尚需取得相关部门批准。 维信诺表示,本次定增是公司股东合肥建曙在2021年入股公司后又一次资本运作,充分体现了股东对公 司业务的大力支持和对未来发展的坚定信心。 【深圳商报讯】(记者 陈燕青)停牌一周多的维信诺11月9日晚公告,公司正在筹划合肥建曙定增募集 资金近30亿元,该事项可能导致公司控制权发生变更。公司股票10日复牌即被巨单封死涨停。财务数据 显示,最近5年维信诺净利润持续亏损,截至今年三季度末,公司累计亏损约114亿元。 ...
华侨城A年内首次涨停
深圳商报· 2025-11-11 01:14
作为国内"文旅+地产"模式的开创者,华侨城曾凭借主题公园+地产开发的模式大获成功,但近年来却 面临多重发展困境。 在传统模式面临挑战之际,华侨城位于深圳核心区位的土地资源,无疑为其资产升级提供了广阔的想象 空间。然而,也有业内人士认为,在盘活存量资产的同时,着力升级文旅业态、创新地产模式,或许才 是其真正破局的关键所在。 【深圳商报讯】(记者 范宏韬)11月10日,华侨城A成为A股市场关注焦点。该股在早盘交易中迅速拉 升并封死涨停板,报收2.66元/股,成交额近6.76亿元。成为该股近一年来首次收盘涨停。值得关注的 是,尽管该公司2025年第三季度报告呈现的业绩并不乐观,然而近日网传位于深圳核心地段的欢乐谷整 体搬迁和锦绣中华到期土地转型再开发的消息,却为华侨城"文旅+地产"资产重估打开巨大的想象空 间。 连日来,有网传深圳将推进锦绣中华到期土地处置工作,进一步盘活土地资源。深圳欢乐谷有整体搬迁 至光明区的可行性,现址则将盘活利用。这一消息立刻引发市场广泛关注。有分析称,这些位于深圳核 心地段的土地资源,若重新规划开发,可能为公司带来巨大的价值重估空间。收盘后,记者致电华侨城 欲核实并进一步了解情况,未有工作 ...