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Chipotle: Expensive Burritos, Expensive Stock
Seeking Alpha· 2025-07-27 19:18
The stock market is sitting comfortably at fresh all-time highs, but that doesn't mean that this is the right time to be complacent. The macroeconomy continues to flash different signals than the stock market, especially where consumer spending is involved.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has ...
道通科技与上智院合作 推动AI走向实体世界
证券时报网· 2025-07-27 18:45
道通科技与上智院合作启动Physical AI赛道 - 公司与上海科学智能研究院联合启动"世界科学智能大赛Physical AI赛道",聚焦AI在实体系统的感知、推理、执行能力跃迁 [1] - 公司在智能机器人、诊断终端、能源系统等垂直场景具备软硬协同能力,将为参赛团队提供工业级场景验证条件 [1] - 公司作为首批签约产业合作伙伴参与"星河启智科学智能开放平台"生态建设,该平台定位为科学智能2.0时代的全链路开放平台 [1] 星河启智平台合作与产业转化 - 公司通过与星河启智平台协同,发挥垂直行业工程转化优势,加速科研模型进入实战场景 [2] - 公司为平台注入产业活力,以产业视角加速实践落地,提供技术与场景支撑 [2] - 公司旗下机器人子公司参与平台建设,展示"空地一体具身智能解决方案"的商业闭环能力 [2] 具身智能产品体系展示 - 公司在世界人工智能大会展示"空地一体具身智能解决方案",以AI大脑为核心驱动无人机、地面机器人集群协同 [2] - 方案融合多模态识别、具身及行业三大垂域模型和AI平台底座,实现自主作业能力 [2] - 公司面向能源、交通行业构建智能化、无人化空地一体作业新范式,具备多场景应用潜力 [2]
Still Early, CAVA's National Takeover Is Just Getting Started
Seeking Alpha· 2025-07-27 17:53
The market often mistakes brand familiarity for business maturity, but that can be a costly error when it comes to investing in well-known companies.At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by e ...
LVHI: A Decent Low Volatility International Dividend ETF
Seeking Alpha· 2025-07-27 17:32
In this article, let’s take a closer look at the Franklin International Low Volatility High Dividend Index ETF ( LVHI ) . It has a different take on international investing. LVHI focuses on dividends, currency hedging, and low volatility.I am an individual investor analyzing equities based on their cash flow potential, relative value and economic moat. I bring years of public accounting experience, economics and quantitative background to my research. In my idea generation process, story-telling must be bac ...
Moncler: A Subdued H1 2025 But Still A Buy
Seeking Alpha· 2025-07-27 17:03
Moncler ( MONRF ) ( OTCPK:MONRY ) is an Italian high fashion company and a leader in winter clothing, especially down jackets. Along with LVMH, it is the only high fashion company I have in my portfolio, and the results forHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. M ...
Northrim BanCorp: Low Asset Yields To Mitigate Fed Rate Cut Impacts
Seeking Alpha· 2025-07-27 14:23
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
LQDW: A 17% Yield Is Possible Only With A Steep Capital Decay
Seeking Alpha· 2025-07-27 13:43
Many high yield ETFs and closed-end funds suffer from capital and distribution decay. However, decay can be avoided or mitigated by rotational strategies, instead of using funds as long-term investments. I designed a 5-factor ranking system in 2016 and monitored its performance during several years, before sharing the eight best ranked CEFs with my Investing Group members. Get started with a two-week free trial now.Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested ...
EPU: Peru Isn't One Of My Top LatAm Picks Right Now
Seeking Alpha· 2025-07-27 13:03
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Ian leads the investing group Ian's Insider Corner . Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More .Ian Bezek is a f ...
158年公司“一夜毁灭”!只因一员工弱密码被黑客“猜中”:数据全锁、被勒索近5000万,700+人瞬间失业
猿大侠· 2025-07-27 12:17
【CSDN 编者按】在过去的网络安全神话里,我们总以为"被黑"是科技巨头才需要担心的事情。但现 实远比你想的更残酷。如今,只要你的企业有联网设备、有员工账户、有业务数据,就可能是下一个 受害者——哪怕你是一家已经经营了 158 年的传统公司。 整理 | 郑丽媛 出品 | CSDN(ID:CSDNnews) 投稿或寻求报道:zhanghy@csdn.net "一个被猜中的密码,摧毁了一家百年企业。" 这不是耸人听闻的标题党,而是 一起 在 英国真实发生的网络安 全事故 —— 据 BBC 纪录片 《Panorama》 披露 , 一家拥有 158 年历史的老牌运输企业 KNP(Knights of Old) ,只因 一个 被猜中的员工密码,惨遭黑客入侵,核心系统被加密 锁死 。 最终 , 700 + 名员工一夜之间失业, 企业宣布破产,158 年历史至此终结。 颇为 最讽刺的是,直到今天,那位设置了"弱密码"的员工,还不知道自己是致使公司倒塌的导火 索。 百年企业,一夜"数据归零" 而就在 2023 年 6 月 ,这家百年企业遭遇了致命打击 : 黑客组织 Akira 成功攻入了 KNP 内部网络 系统 。 据 了解 ...
Oil News: Crude Holds Above MAs as Traders Eye OPEC Production Signals and Supply Risk
FX Empire· 2025-07-27 12:14
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...