These artificial intelligence companies are just starting to reach their full stride.Artificial intelligence mania is still going strong, readily rekindling bullish interest in many of the industry's stocks while continuing to lift others. Investors understand that most of these tickers are already well overvalued. But investors also know these stocks' potential upside is just too promising to worry (much) about valuations just yet. Sometimes you just have to hold your nose and dive in.To this end, while th ...

Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...

MP Materials (MP 0.94%) is a unique company with a crucial role to play in America's defense policy and its geostrategic positioning. Currently, it's the only company operating a rare-earth mine and processing facility in the U.S., and it has recently become a partner of the Department of Defense and Apple. Does that make it a stock likely to turn investors into millionaires over time?MP Materials stock is on a rollThere's no other way to put it. The stock is up a whopping 305% year to date as of the time o ...

Carnival (CCL -0.10%) (CUK 0.15%) was decimated when the COVID-19 pandemic hit in 2020, as operations were halted to help stop the spread of the virus. Revenue tanked, and the business had to take on more debt to survive with the fate of the economy being a big unknown. However, Carnival is firing on all cylinders these days.This travel stock has soared 202% in the past three years (as of July 22). But shares still trade a gut-wrenching 59% off their peak. At the current price, is Carnival a once-in-a-gener ...

Intrum AB (publ) (OTCPK:ITJTQ) Q2 2025 Earnings Call July 25, 2025 3:00 AM ET Company Participants Andres Rubio - President & CEO Johan Akerblom - Chief Financial Officer Conference Call Participants Ermin Keric - DNB Carnegie, Research Division Jacob Hesslevik - SEB, Research Division Lars Dueser - Deutsche Bank AG, Research Division Markus Sandgren - Kepler Cheuvreux, Research Division Operator Welcome to the Intrum Q2 2025 Report Presentation. [Operator Instructions] Now I will hand the conference over t ...

In the short term, Moderna (MRNA 0.41%) looks like a bad bet. It's coming off of the momentum of its COVID-19 vaccine, and doesn't have a lot of new ammo ready yet to expand in new directions. I think the stock might stay low for quite a while. But, if its pipeline of new products comes into play, including work on new treatments in oncology, then Moderna stock -- down 74% in the year ending July 21 -- might have some great long-term potential. In 2022, Moderna had over $19 billion in revenue. In 2024, that ...

文章核心观点 - 小马智行获上海浦东新区完全无人驾驶商业化Robotaxi服务许可，体现监管认可，是中国一线城市Robotaxi商业化重要里程碑，巩固其在中国自动驾驶领域领导地位 [1][2] 公司进展 - 公司是首批获此许可企业，也是唯一在北上广深四个一线城市均有完全无人驾驶商业化Robotaxi服务许可的公司 [2] - 公司将在金桥和花木核心商业区率先推出完全无人驾驶网约车服务，后续再拓展至其他区域 [2] 区域优势 - 浦东新区面积近1400平方公里、人口超500万，有重要金融机构、跨国公司和高科技创新中心，是世界进入中国经济的门户 [3] - 金桥和花木新开放区域是浦东新区战略核心区，花木距上海金融和奢侈品零售核心陆家嘴不到3公里，利于公司接触高端用户并挖掘商业机会 [3] 公司概况 - 小马智行是全球自动驾驶大规模商业化领导者，利用不依赖特定车型的虚拟驾驶员技术，开发商业可行且可持续的商业模式，实现不同交通场景车辆量产和部署 [4] - 公司2016年成立，业务覆盖中国、欧洲、东亚、中东等地区 [4]

悉尼数个曾经备受欢迎的城区也出现了"新冠长期后遗症"，持续低迷的房价至今仍 未好转，多个华人区榜上有名。 报道称，这些城区至今仍未从疫情带来的经济冲击以及2022至23年间的13次加息中 走出，房价因此下跌、停滞或仅出现极其微弱的增长。 房价下跌在高密度城区尤为明显，这些地方一度备受投资者欢迎，尤其是面向国际 学生和短期租户的公寓市场。 PropTrack的数据显示，悉尼内城区和下北岸目前的公寓价格普遍低于2020年的水平。 （图片来源：RealEstate） PropTrack的经济学家Angus Moore表示，与其它首府城市相比，悉尼的公寓价格在疫情后的增长显得尤为乏力。 "自新冠疫情爆发以来，悉尼的公寓价格仅上涨了22%，远低于阿德莱德超80%的涨 幅，和布里斯班接近95%的涨幅。" "部分原因是疫情期间人们选择迁往更小的首府城市，这也与这些城市当时相对较 高的可负担性有关。" （图片来源：RealEstate） Moore指出，悉尼公寓市场的疲软反映出疫情期间买家偏好的转变。 "人们更希望拥有更多空间以便居家办公，对通勤的顾虑也有所减少，这使得人们 更倾向于购买大的独立屋，而非公寓。" 他还表示，建 ...

公司概况 - 公司是全球领先的关键信息、分析和解决方案提供商，服务于推动全球经济发展的主要行业和市场 [1] - 公司为商业、金融和政府客户提供新一代信息、分析和解决方案，帮助提高运营效率并提供深度洞察以支持决策 [1] - 公司拥有超过50,000家重要商业和政府客户，其中包括80%的《财富》全球500强企业和全球领先金融机构 [1] - 公司总部位于伦敦，致力于可持续和盈利性增长 [1] 行业地位 - 公司在关键信息和分析领域处于全球领先地位 [1] - 公司服务范围覆盖全球主要行业和市场，对经济发展具有重要影响 [1] - 客户群体庞大且优质，覆盖全球最具影响力的企业和机构 [1] 业务模式 - 通过提供信息、分析和解决方案创造价值 [1] - 业务重点在于帮助客户提高运营效率和做出明智决策 [1] - 解决方案具有新一代技术特征，能够满足现代商业需求 [1]

I have my reservations against international diversification through passive ETFs. More so if the ETF focuses on the developed world ex-US. The Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI ) is one of the fewI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barcla ...