股价表现 - RF Industries股价在上一交易日大涨12.7%至8.51美元 成交量显著放大 [1] - 该股过去四周累计涨幅达36.8% 远超同业公司Qorvo同期8.7%的涨幅 [1][3] - Qorvo股价在上一交易日微跌0.2%至87.8美元 [3] 业绩预期 - RF Industries预计季度每股收益0.06美元 同比暴增700% [2] - 预计季度营收1852万美元 同比增长10% [2] - Qorvo预计季度每股收益0.62美元 同比下降28.7% [4] 业务发展 - RF Industries通过新增小基站、分布式天线系统、工业连接和DAC散热等应用扩展产品组合 [1] - 公司原有业务还包括互连产品供应 [1] 行业比较 - RF Industries属于Zacks半导体-射频行业 当前获Zacks评级"强力买入"(排名第1) [3] - 同业公司Qorvo获Zacks评级"持有"(排名第3) [4] 分析师预期 - RF Industries过去30天季度EPS预期维持不变 缺乏上修趋势 [3] - Qorvo过去30天季度EPS预期同样维持不变 [4]

Shares of Northrop Grumman Corporation NOC are trading slightly lower on Wednesday. This comes after yesterday's breakout.Breakouts tend to be bullish for a stock. An uptrend usually follows. This is why it is the Stock of the Day.Markets move due to supply and demand.If a stock is trending higher, it's because there are more shares to be bought than there are for sale. Those who wish to buy are forced to outbid each other. This is the only way they can draw sellers into the market.It forces the stock into ...

Shares of the online residential real estate company dropped today despite no company-specific news.Opendoor Technologies (OPEN -19.79%) stock is getting hit with a big pullback. The company's share price was down 20.1% as of 1:15 p.m. ET. At the same point in the day's trading, the S&P 500 index was up 0.4%, and the Nasdaq Composite index was up 0.1%.Opendoor Technologies has recently gained favor as a meme stock and seen incredible valuation gains, but the company's share price is pulling back today as in ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Gro ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Z ...

AT&T TodayTAT&T$27.40 -0.02 (-0.05%) 52-Week Range$18.14▼$29.19Dividend Yield4.05%P/E Ratio16.81Price Target$29.17Add to WatchlistThe communication services sector is having a strong year. Its 11.41% gain in 2025 makes it the third-best performer among the S&P 500’s 11 sectors, easily outpacing the index’s 7.28% gain. It’s been a similar story for legacy telecom company AT&T NYSE: T, which has seen its stock rise by more than 19%.   That strong performance was bolstered on Wednesday when the company report ...

The meme-stock frenzy is back this summer, with some new names drawing traders' attention. Kohl's Corp (NYSE:KSS) stock entered the spotlight earlier this week, jumping 8.8% on Monday and a whopping 37.6% on Tuesday. Today, the retailer was last seen down 15.2% at $12.18, dropping back into negative territory for the year, though the $12 level looks like it could move in as support. Shares of Krispy Kreme Inc (NASDAQ:DNUT) were last seen up 6.9% at $4.41, extending yesterday's 26.8% pop and heading for thei ...

The Trade Desk加入标普500指数 - 半导体公司Synopsis以350亿美元收购ANCS后，广告技术公司The Trade Desk将填补标普500空缺位置[2] - 加入标普500后指数基金需被动配置，预计25-30%股份将被三大指数基金持有，短期带来股价上涨压力[2] - 公司2025年曾因首次未达指引导致股价下跌68%，但长期看自2016年上市以来累计涨幅达2600%[3] - 当前市值约400亿美元，股价84美元，业务聚焦程序化广告和联网电视等高毛利领域[3][6] - 面临更多竞争威胁，相比早期市场领导地位有所减弱[6] 比特币机构化趋势 - 比特币现价118,000美元，总市值达2.4万亿美元，相当于黄金市值(17.5万亿)的1/7[8][10] - 企业持有量显著增加：Similar Scientific持有4,800枚，Strategy持有超60万枚，BlackRock通过ETF成为最大持有方[8] - 比特币ETF推出和监管明确(如银行可担任托管方)推动机构参与，SoFi等平台重新开放加密货币交易[12] - 过去25年黄金表现跑赢标普500，预计比特币未来5-10年波动中仍将大幅跑赢市场[10] 期权交易激增现象 - Robinhood平台2025年一季度期权交易量创历史新高，同比增46%，较两年前增84%[13] - 61%期权活动为零日期权(当日到期)，反映极端短期投机行为[14] - 此现象伴随SPAC、 meme股等投机活动复苏，类似2021年市场环境[13] - 当前美股市盈率25倍，超出200周均线30-35%，需警惕高杠杆ETF和保证金债务风险[14] 潜在投资机会 - Rocket Companies(RKT)收购Redfin和Mr Cooper，35万亿美元房屋净值待释放，降息或引发再融资潮[16] - Progressive(PGR)预计综合成本率降至87%，车险领域技术领先(UBI定价)，当前股息率2%[17] - Xometry(XMTR)AI驱动制造平台市值不足20亿，一季度收入增23%且首次盈利，受益制造业回流[18][19]

There is a limit to how many different companies and sectors one can reasonably follow, but with how quickly news flows, it is tempting to stretch one’s bounds. Using various tools and data sources, one can get reasonably informed on a company in a very short amount of time. However, in this haste, narratives are often driven by stock prices as much as they are by fundamentals. That is the concept I want to discuss today – stock price driven narratives not backed by fundamentals. D.R. Horton, Inc.'s (NYSE:D ...

日本ETF投资机会 - iShares MSCI Japan ETF (EWJ) RSI指标为71 90 接近超买但仍有上行空间[2] - EWJ突破阻力位1区 可能回撤至支撑位2区[12] - 美日贸易协议将汽车关税从27 5%降至15% 并包含5500亿美元日本投资计划[12] 科技巨头资金流向 - 苹果(AAPL) 亚马逊(AMZN) 英伟达(NVDA)早盘资金流入为正[5] - Meta(META) 微软(MSFT)早盘资金流中性[6] - 谷歌(GOOG) 特斯拉(TSLA)早盘资金流出为负[7] 大宗商品与ETF - API原油库存减少57 7万桶[9] - 黄金ETF首选SPDR Gold Trust(GLD) 白银为iShares Silver Trust(SLV) 原油为United States Oil Fund(USO)[8] 日本市场基本面 - 日本企业治理改善 资本效率提升[12] - 日元疲软叠加日本央行维持低利率政策[12] - 丰田(TM) 本田(HMC) 索尼(SONY) 发那科(FANUY)等企业在EV AI 机器人领域领先[12] 政治与选举影响 - 自民党在7月20日参议院选举失利 2024年10月将失去众议院多数席位[12] - 1955年以来首次出现自民党-公明党联盟未能同时控制国会两院[12] 重点公司动态 - AT&T(T)业绩符合预期但下调指引[12] - 盘后将公布谷歌(GOOG) 特斯拉(TSLA) IBM(IBM)等财报[12] - 次日盘前有美国航空(AAL) 霍尼韦尔(HON)等财报[12] 人工智能领域 - 特朗普将在"赢得AI竞赛"活动发表演讲 可能签署相关行政令[12] - 市场关注Kohls(KSS) Opendoor(OPEN) Rivian(RIVN)等潜在MEME股[12]