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Alphabet: Patience Pays When Waymo Will Likely Be Huge By 2040
Seeking Alpha· 2025-07-02 05:38
Since my last Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) analysis , the stock has gained nearly 9% in price. However, the S&P 500 ( SPY ) has gained nearly 12% in price. Alphabet's high-alpha days are seemingly behindOliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment management firm launched in May 2025, dedicated to becoming a globally recognized, actively managed fund. Invictus Origin is developing innovative portfolio strategies, notably ...
Why Vox Royalty Corp. Is A Buy For Growth-Oriented Investors
Seeking Alpha· 2025-07-02 05:35
Vox Royalty (NASDAQ: VOXR ) is a small-cap precious‐metals royalty company whose shares (~$3.13, market cap ~$162M ) trade at what, we believe, is a discount to its growth prospects. The company – backed by a shareholder‐aligned management team – owns a diversified portfolio of ~60+ royalties acrossI hold a PhD in Machine Learning focused on Economics and Finance and have academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center. My professional experien ...
TSM: Why I Added To My Biggest Position
Seeking Alpha· 2025-07-02 05:30
Editor's note: Seeking Alpha is proud to welcome Jia Ming Eow as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...
“万企兴万村”汇合力、增活力、再加力
齐鲁晚报· 2025-07-02 05:28
聊城市工商联、市农业农村局、农发行聊城市分行、农行聊城分行分管负责同志;阳谷县有关负责同 志;各县(市区)工商联主要负责同志、分管负责同志,市属开发区党群工作部(政工部)分管负责同志;以 及全市农副产品加工产业链企业、市工商联驻阳谷县执委企业和商会代表等参加会议。 国晓宁 聊城报道 会议指出,"万企兴万村"行动自启动以来,各成员单位主动担当作为、密切协同配合,组织引导广大民营企 业及商会踊跃投身乡村振兴战略,推动"万企兴万村"行动取得积极成效。下一步,要提高政治站位,准确把 握乡村振兴新形势新要求,进一步激发民营企业参与潜力,全力助推乡村全面振兴、促进共同富裕;要务 实行动举措,鼓励民营企业积极参与示范片区建设,培育发展优势特色新兴产业,在促进城乡融合、推动区 域协调发展上见成效;要加强服务保障,在促进民营企业高质量发展上出实招,进一步畅通政企沟通、完 善政策体系、创新金融服务,着力解决企业在生产经营、参与兴村行动中面临的困难问题;要强化典型 宣传,在引导民营企业参与行动上增质效,持续挖掘先进典型、宣传兴村案例,充分展示行动实绩和成效,讲 好聊城"万企兴万村"故事。 6月26日,聊城市"万企兴万村"行动推进会 ...
Toast Stock: A Fast-Growing Mid-Cap Eyeing Further Upside
MarketBeat· 2025-07-02 05:26
Toast TodayTOSTToast$43.09 -1.20 (-2.71%) 52-Week Range$22.10▼$45.56P/E Ratio187.35Price Target$41.21Add to WatchlistThe market has surged to fresh highs in recent weeks, with the technology sector continuing to lead the charge. The Technology Select Sector SPDR Fund NYSEARCA: XLK is trading at all-time highs, and within the sector, software names in particular have remained standout performers. As the bull market extends, appetite for growth and momentum continues to rise, especially for companies with st ...
Finding the Best Value Stocks to Buy in July
ZACKS· 2025-07-02 05:26
Key Takeaways The Nasdaq and the S&P 500 surged to new highs to end June and the wild first half of 2025. The tech-heavy index has soared 33% since April 8, with the benchmark up 25%, driven by massive gains from Nvidia and tech stocks. Thankfully, trade deals, cooling inflation, and strong earnings growth expectations provide a bullish backdrop as Wall Street kicks off the summer. Some investors might not want to 'chase' soaring tech stocks right now, but that doesn't mean they are staying on the sidelines ...
文旅新探丨大门敞开处:政府大院成文旅新“景”
新华网· 2025-07-02 05:24
新华社北京7月1日电 题:大门敞开处:政府大院成文旅新"景" 这种认同背后,是政务场景与文旅体验的深度融合。荣昌把食堂小票变成"优惠券",游客凭票可以去非遗工坊体验做陶器,享受半价优惠。赤壁 食堂也听取外地游客建议,新增了热干面等湖北地方特色美食,让游客通过美食感受三国赤壁的历史。 荣昌政府大院内,非遗体验区里的夏布编织技艺也吸引游客驻足,保安变身"文化导游"讲解荣昌陶历史。"我们把办公地变成了展示城市文化的场 所,让游客吃饭、停车的时候,就能了解荣昌的历史。"荣昌区文旅委副主任张志秀说。 在湖北赤壁,端午假期的政府机关食堂推出"五菜一汤"套餐,鱼糕、小龙虾搭配免费青砖茶,9元的儿童餐和免费提供的粽子、盐蛋等端午传统美 食让游客直呼"暖心"。食堂周边150个车位免费开放,连同全市机关事业单位停车场也一起开放,柔性执法的交通政策让自驾游客畅行无阻。社交 平台上,"在赤壁政府食堂打卡"成为新潮流。 开放背后的政务融合 政府大院的开放,绝非简单的"蹭热度",而是想办法把公共资源更好地利用起来。中国旅游研究院专家罗兹柏认为,荣昌等地的做法体现了三个 重要理念:开放打破了政府机构的围墙,服务满足了游客的实际需要,共享让 ...
Amplify Energy Announces Sale of Non-Operated Eagle Ford Assets
Globenewswire· 2025-07-02 05:24
HOUSTON, July 01, 2025 (GLOBE NEWSWIRE) -- Amplify Energy Corp. (NYSE: AMPY) (“Amplify,” the “Company,” “us,” or “our”) announced today it entered into a definitive agreement to sell all of its non-operated working interest in its Eagle Ford assets to Murphy Exploration & Production Company -- USA for a contract price of $23 million, subject to certain post-closing adjustments. The sale closed July 1, 2025 and has an effective date of June 15, 2025. The net proceeds from the sale will be used to pay down de ...
FEMSA completes divestiture of certain of its logistics operations to TRAXIÓN
Globenewswire· 2025-07-02 05:24
MONTERREY, Mexico, July 01, 2025 (GLOBE NEWSWIRE) -- Fomento Económico Mexicano, S.A.B. de C.V. (“FEMSA” or the “Company”) (NYSE: FMX; BMV: FEMSAUBD, FEMSAUB) announced today the closing of its divestiture, previously disclosed on October 10, 2024, of certain of its logistics operations doing business as Solistica, to Grupo Traxión, S.A.B. de C.V. (BMV: TRAXIONA), a leading transportation and logistics company based in Mexico. The transaction includes FEMSA’s transportation management operations in Mexico, ...
新希望乳业股份有限公司2025年第二季度可转换公司债券转股情况公告
上海证券报· 2025-07-02 05:23
新希望乳业股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002946 证券简称:新乳业 公告编号:2025-037 债券代码:128142 债券简称:新乳转债 2025年第二季度可转换公司债券转股情况公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 特别提示: 1、股票代码:002946,股票简称:新乳业; 2、债券代码:128142,债券简称:新乳转债; 3、转股价格:17.95元/股; 4、转股时间:2021年6月24日至2026年12月17日 根据《深圳证券交易所股票上市规则(2025年修订)》《深圳证券交易所上市公司自律监管指引第15号 一一可转换公司债券(2025年修订)》的有关规定,新希望乳业股份有限公司(以下简称"公司")现将 2025年第二季度可转换公司债券(以下简称"可转债")转股及公司股份变动的情况公告如下: 一、可转债发行上市基本概况 2021年6月23日,因公司实施2020年度权益分派方案,"新乳转债"转股价格由18.54元/股调整为18.47元/ 股。 2022年6月15日,因公司实施2021年度权益分 ...