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ThredUp to Report Second Quarter 2025 Financial Results on August 4, 2025
Globenewswire· 2025-07-08 04:05
OAKLAND, Calif., July 07, 2025 (GLOBE NEWSWIRE) -- ThredUp (NASDAQ: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories, announced today that its financial results for the second quarter ended June 30, 2025 will be released on Monday, August 4, 2025 after the close of the U.S. markets. ThredUp will host a conference call and live webcast that day at 1:30 p.m. PT / 4:30 p.m. ET. The live and archived webcast and all related earnings materials will be available at ...
74Software: Half-Yearly Report on the Liquidity Contract with Kepler Cheuvreux
Globenewswire· 2025-07-08 00:11
Press Release Half-Yearly Report on the Liquidity Contract with Kepler Cheuvreux Paris, July 7, 2025 – As regards the liquidity contract awarded by 74Software to Kepler Cheuvreux, on June 30, 2025, the following means were listed in the liquidity account: 15,512 shares;996,585.86 euros in cash. As a reminder, the following means were listed in the liquidity account on December 31, 2024: 19,820 shares;838,684.39 euros in cash. Over the period from December 31, 2024, to June 30, 2025, trading volumes represen ...
5 Mid-Cap AI Infrastructure Stocks to Buy With Deep Discounted Value
ZACKS· 2025-07-07 20:10
Key Takeaways Five undervalued mid-cap AI infrastructure stocks lagged the broader market but show long-term potential. Each stock, including PATH and FIVN, posted recent earnings estimate upgrades and growth projections. Robust AI capex trends and sector tailwinds support future gains across enterprise, cloud, and cybersecurity.The AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, the chances of a trade deal between the United States a ...
GSK's Specialty Medicines Surge - Still Looks Undervalued In 2025
Seeking Alpha· 2025-07-07 19:45
GSK plc (NYSE: GSK ) is a well-known biopharmaceutical company that develops specialty and general drugs, as well as vaccines. Their Q1 2025 results showed good momentum, particularly in the specialty medicines segment. GSK's oncology performance was excellent, but other specialty areas, includingMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio Univers ...
Big 5 Sporting Goods Sold to Worldwide Golf for $112 Million
PYMNTS.com· 2025-07-07 06:27
Big 5被收购交易 - 美国西部体育用品零售商Big 5以1.12亿美元被收购 [1] - 买方为高尔夫零售商Worldwide Golf与私募投资公司Capital Hill Group组成的联合体 [2] - 交易将使Big 5获得Capital Hill的财务资源与Worldwide Golf的专业零售经验 [3] - Big 5 CEO表示交易将为股东创造最大价值并延续公司服务客户的传统 [3] 公司业务概况 - Big 5总部位于加州主营运动鞋服、户外装备及团队运动健身用品 [4] - Worldwide Golf运营多个电商平台及子品牌包括worldwidegolfshopscom和globalgolfcom等 [4] 美国零售行业数据 - 2024年美国零售总额达7.3万亿美元其中进口商品占比45% [5] - 39%消费者优先考虑低价商品34%偏好美国制造26%认为两者同等重要 [6]
Forget the Weak Dollar—These 3 Travel Stocks Are Still Taking Off
MarketBeat· 2025-07-06 22:23
全球航空旅行市场 - 2025年上半年全球航空客运量同比增长15% 亚太和欧洲地区增长最为强劲 [1] - 尽管美元贬值近10% 但强劲的工资增长和压抑的旅行需求推动国际旅行市场繁荣 [2] 重点公司分析 Booking Holdings (BKNG) - 当前股价5722美元 市盈率高于历史平均水平 但最新季度盈利超预期30% [4][5] - 人工智能驱动下毛利率达86% 第二三季度通常是公司业绩最强季度 [5] - 管理层专注于股票回购而非拆股 [6] 万豪国际 (MAR) - 2025年Q1全球每间可用客房收入(RevPAR)增长4% 国际业务(不含美加)增长超6% 亚太表现突出 [8] - 豪华和高端品牌组合帮助吸引价格敏感度较低的消费者 [9] - 股价突破三个月高点 等待7月30日财报催化 [10] 皇家加勒比邮轮 (RCL) - 过去12个月股价上涨106% 2025年上涨40% 主要吸引高端消费者 [12] - 2024年完成30亿美元短期债务再融资 偿还21亿美元本金 债务权益比降至2.21 较2022年峰值下降60% [13] - 行业整体邮轮运力扩张 预订量持续创季度新高 [11] 行业趋势 - 邮轮行业正从2020-2021年低谷中强劲复苏 [11] - 消费者旅行意愿强烈 特别是对亚太和欧洲目的地的需求旺盛 [1][5]
艾迪药业领航抗艾研发:深度助力新规发布 创新药物显锋芒
证券时报网· 2025-07-06 21:24
行业政策动态 - 国家药监局药审中心发布《抗HIV感染药物临床耐药性研究及数据递交指导原则》,旨在规范抗HIV药物研发的技术标准 [2][3] - 新规针对国内抗HIV药物研发缺乏系统性耐药研究标准的问题,提出更严苛要求,大幅抬高研发门槛 [4] - 指导原则的发布被视为中国抗HIV药物研发的供给侧改革,将提升研发难度与成本 [5][6] 行业现状与挑战 - HIV耐药问题严重威胁艾滋病治疗成效,导致治疗失败、病情恶化及传播风险增加 [4] - 国内部分抗HIV药物上市后耐药问题凸显,凸显系统性耐药研究标准的缺失 [4] - 新规实施后,经验匮乏或资金链紧张的研发团队及企业将面临巨大挑战 [6] 公司研发实力与成果 - 公司作为国内抗HIV研发领军企业,深度参与指导原则的制定,贡献实践经验 [3][5] - 公司已上市药物艾诺韦林片和艾诺米替片在临床中表现卓越,与传统非核苷类药物交叉耐药性极低 [7] - 艾诺韦林方案在预存耐药人群中病毒学完全抑制率(HIV-RNA<50拷贝/mL)达95%(24周)和88%(48周),优于依非韦伦方案的74% [7] 公司创新管线进展 - 公司正在开发新型整合酶抑制剂ACC017,已完成I期临床研究,显示安全性良好且支持每日给药一次 [8] - ACC017在初治HIV感染者Ⅰb/Ⅱa期临床研究中初步结果显示单药治疗药效明确,联合方案病毒学抑制水平高且快 [8] - ACC017针对经治耐药人群的Ⅱ期临床研究已完成首例入组,正在积极推进 [8] 公司战略与展望 - 公司将持续加大研发投入,积极响应新规要求,研发更多优质抗HIV药物 [9] - 公司已建立完善的耐药性研究体系,严格遵循国际国内技术标准 [9] - 公司目标是为中国乃至全球HIV人群提供创新治疗方案 [9]
SoFi Stock Has Big News. Is Now the Time to Buy?
The Motley Fool· 2025-07-06 16:45
SoFi stock jumped last week.As a young tech-focused growth enterprise, SoFi Technologies (SOFI 2.46%) stock usually reacts to news about company operations with big moves -- both positive and negative. The company just made an announcement that sent its stock soaring, and now looks like a good time to buy shares.Let's see what's happening and why the future looks a bit brighter for SoFi.Another way SoFi is standing outSoFi is a fast-growing digital bank. It's attracting new members at a rapid pace, drawing ...
Intel Could Still Be a Big Winner in the AI Server Boom
The Motley Fool· 2025-07-05 18:50
Demand for artificial intelligence (AI) infrastructure is off the charts. Around the world, companies and countries are investing heavily in AI data centers, fearful of being left behind. While the jury is still out on how long this frantic pace of AI data center build-outs will last, there are no signs of it slowing down anytime soon.Intel (INTC 2.67%) has largely missed the AI boat. The company's attempts to break into the AI accelerator market fell flat, and its server CPU business has struggled recently ...
5 Best Artificial Intelligence Stocks to Buy in July
The Motley Fool· 2025-07-05 17:15
Artificial intelligence (AI) investing remains in full swing, even halfway through 2025. Record data center spending has been announced, and all the major tech companies are following through with their plans, with some even expanding them. This bodes well for many players in the space and makes multiple companies excellent investments right now.I've identified five companies that appear to be excellent buys in the AI arena, which I can categorize into two main areas: infrastructure and cloud computing. Bot ...