Check out some of the companies making the biggest midday moves: Booz Allen Hamilton — The consulting firm shed more than 5% after the Treasury Department said it canceled all contracts with the company , whose employees leaked the tax records of President Donald Trump, and the billionaires Jeff Bezos and Elon Musk, to media outlets. The Treasury said it has 31 separate contracts with Booz Allen Hamilton, totaling $4.8 million in annual spending and $21 million in total obligations. GameStop — Michael Burry, the investor made famous by his bet against the U.S. housing market ahead of the financial crisis, disclosed that he has been buying shares of one-time meme darling, driving up the video game retailer by almost 7%. In a Substack post , Burry said he wasn't counting on a short squeeze to "realize long-term value." USA Rare Earth — The rare earths miner climbed 15% after the Trump administration took a stake. The company will issue 16.1 million shares of common stock and 17.6 million warrants. Sarepta Therapeutics — The biotech stock soared 10% after a three-year study of Elevidys showed "clinically meaningful and durable efficacy across all key motor function measures." All the patients, who have Duchenne muscular dystrophy, were able to walk, while the control group showed expected declines in function. Bank of Hawaii — The Honolulu-based regional bank moved rose nearly 3% after posting fourth-quarter earnings of $1.39 per share, topping the FactSet consensus estimate of $1.26 a share. Bank of Hawaii's net interest income of $145.4 million also beat the $141.9 million expected by analysts. CVR Energy — The Texas-based refiner and marketer slumped 8% after reporting preliminary fourth-quarter adjusted EBITDA of $78-102 million against analysts' consensus $96.5 million, according to FactSet data. Allied Gold — The gold miner climbed more than 4% after agreeing to be acquired by Hong Kong-based Zijin Gold for C$5.5 billion in cash. The deal is expected to close by ...

NVIDIA (NVDA) invests $2 billion into CoreWeave (CRVW) to expand its AI infrastructure Shacknews

Calls To Nuke Filibuster, Pass SAVE Act Intensify As Threat of Government Shutdown Increases Via American Greatness , Senate Majority Leader John Thune (R-SD) is facing increasing pressure to do away with the filibuster if Democrats seek to force a government shutdown over funding for the Department of Homeland Security (DHS). MSN reports that the odds of a government shutdown by January 31, jumped from 11.5% to 79% on Kalshi and from 9% to 80% on Polymarket. 🚨 Hey @LeaderJohnThune , NUKE THE FILIBUSTER and keep the government open. The ball is in your court! Play offense, not defense! https://t.co/tz88T8Mdue — Gunther Eagleman™ (@GuntherEagleman) January 25, 2026 Senate Minority Leader Chuck Schumer (D-NY), in a statement Saturday night said, “ Senate Democrats will not provide the votes to proceed to the appropriations bill if the DHS funding bill is included. ” Democratic lawmakers have chosen to double down on their opposition to the funding measure, following the fatal shooting of an anti-ICE protester in Minneapolis on Saturday. The funding bill has already been passed by the House but still lacks the 60 votes necessary to overcome the filibuster and to pass the measure in the U.S. Senate, where Republicans hold a 53-47 majority. The approaching deadline has prompted numerous calls from GOP colleagues to Senate Majority Leader Thune to nuke the filibuster rule, particularly on appropriations bills, and to fund ICE immediately. In the meantime, House Republicans are strategizing how they can turn the stalemate to their advantage , should Senate Democrats successfully reject the House appropriations. Rep. Anna Paulina Luna (R-FL) has indicated that, should those appropriations bills come back to the House, she and other Republican members of Congress will attach rules to the reworked bills that cannot be stripped from the legislation by Senate Democrats. This means that, in order to reopen the government, Democrats may be forced to vote on and pass the Safeguard...

Image source: The Motley Fool. Tuesday, Oct. 22, 2024 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson President, GM Financial — Daniel Berce Takeaways Revenue -- $49 billion, reflecting 10% year-over-year growth driven by higher volumes in both ICE and EV segments. -- $49 billion, reflecting 10% year-over-year growth driven by higher volumes in both ICE and EV segments. EBIT adjusted -- $4.1 billion, representing an 8.4% EBIT-adjusted margin and a $400 million benefit from timing impacts shifted from the fourth quarter. -- $4.1 billion, representing an 8.4% EBIT-adjusted margin and a $400 million benefit from timing impacts shifted from the fourth quarter. EPS diluted adjusted -- $2.96, up approximately 30% year over year. -- $2.96, up approximately 30% year over year. Adjusted automotive free cash flow -- $5.8 billion, up $900 million from the prior year, attributable to EBIT growth, lower capital expenditures, and higher working capital. -- $5.8 billion, up $900 million from the prior year, attributable to EBIT growth, lower capital expenditures, and higher working capital. North America EBIT adjusted -- $4 billion with a 9.7% margin, up $500 million year over year, aided by strong pricing and an EV valuation allowance benefit. -- $4 billion with a 9.7% margin, up $500 million year over year, aided by strong pricing and an EV valuation allowance benefit. U.S. incentives -- Approximately 2.4 percentage points below the industry average, widening the gap from the prior year's 1 percentage point differential. -- Approximately 2.4 percentage points below the industry average, widening the gap from the prior year's 1 percentage point differential. Pricing benefit -- $900 million increase year over year, with about half attributed to mid-size SUVs, especially Chevrolet Traverse; the remainder primarily from lapping earlier price adjustments on full-size SUVs and Corvett...

Boeing ( BA ) is set to post fourth quarter results on Tuesday, before markets close. Wall Street expects the Virginia-based company to post EPS of -$0.39 on revenue of $22.84 billion, implying a rise of nearly 50% during the quarter. The plane maker, in October, posted a wider-than-expected quarterly loss and confirmed another delay for its 777X widebody jet, which is now expected to reach customers in 2027. However, analysts said the industrial and defense giant has made progress in stabilizing production on its 737 and 787 programs. UBS analysis that tracks Dreamlifter cargo flights as a leading indicator of aircraft assembly activity in January said Boeing’s 787 production appears to be gaining momentum after a seasonal holiday slowdown. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. “With the Spirit AeroSystems acquisition completed and production recovering, investor focus is expected to shift toward 777X certification and the pace of free cash flow improvement over the next several years,” said Susquehanna, adding that U.S. aerospace and defense companies are entering the fourth quarter earnings season with favorable fundamentals across commercial aviation, defense, and aftermarket services. Despite the improvement, Seeking Alpha’s Quant ratings consider the stock a Hold. “BA’s defense and services segments show margin improvement and stability, yet commercial aircraft remains a significant risk due to execution challenges and contract legacy issues,” argued Seeking Alpha analyst Kenio Fontes. Over the last two years, Boeing has beaten both revenue and EPS estimates 50% of the time. Over the last three months, EPS estimates have seen one upward revision , compared to15 downward revisions, while revenue estimates have been revised upwards eight times versus12 downward moves. The stock has grown over 26% last year, outperforming the nearly 17% rise in the broader S&P 500 Index. More on Boeing Boeing Earnings Preview: Expectations ...

New York’s massive public pension fund quietly doubled down on a controversial tech company, and now a growing group of New Yorkers wants answers. Democratic comptroller candidate Raj Goyle announced a petition Monday calling on State Comptroller Tom DiNapoli to divest the New York State Common Retirement Fund from Palantir Technologies, a company whose software plays a central role in federal immigration enforcement. The fund, which DiNapoli oversees, more than doubled its Palantir holdings in a six-month span during 2025. The increase pushed Palantir into the fund’s top 25 actively managed positions, according to public records cited in the release. Investment surge draws scrutiny The campaign says the pension fund held about 1.08 million shares of Palantir on March 31, valued at roughly $180 million. By Sept. 30, holdings had grown to about 2.4 million shares worth more than $430 million. Goyle said the sharp increase reflects active, discretionary decisions by the comptroller’s office, not a passive market shift. He also criticized DiNapoli for failing to publicly explain the move. “Tom DiNapoli is playing a dangerous double game with our community,” Goyle said. “While he is behind a screen on social media condemning ICE, his investment team is writing half-billion-dollar checks to the company that builds the tools for Trump’s deportation raids.” Ties to immigration enforcement Palantir builds data analytics software used by U.S. Immigration and Customs Enforcement to collect and analyze personal data tied to surveillance, detention, and deportation operations. Civil rights and immigrant advocacy groups have criticized that role for years, according to the release. The statement also notes that Palantir co-founder Peter Thiel has backed right-wing political causes and supported former President Donald Trump and Vice President J.D. Vance. Akshar Patel, an adjunct professor at Hunter College and South Asian community organizer, called the investment a “profound be...

The dollar index (DXY00) today fell to a new 4-month low and is down -0.61%. The dollar is being undercut by speculation that the US might coordinate FX intervention with Japan to boost the yen, which would dovetail with Mr. Trump's apparent view that a weak dollar is good for the US as a stimulus to US exports. US authorities reportedly contacted market participants last Friday to check dollar/yen prices, a possible precursor to intervention. Join 200K+ Subscribers: The dollar is also being undercut as foreign investors pull capital from the US due to political risks. The markets remain nervous about Greenland, even though Mr. Trump said last Wednesday that there was a framework agreement for increased US access to Greenland and that he would not invade Greenland by military force. The dollar is also lower on US political uncertainty after President Trump on Saturday threatened 100% tariffs on US imports from Canada if Canada signs a trade agreement with China. Canada is seeking other trade partners amid President Trump's liberal use of tariffs during this second administration. The risk of another partial US government shutdown is also weighing on the dollar. Senate Democrats threatened to block a government funding deal over Department of Homeland Security/ICE funding after the ICE shooting of an ICU nurse in Minnesota on Saturday. There could be a partial government shutdown when the current stopgap funding measure expires this Friday. The dollar has some underlying support from today's US durable goods report, which was mildly stronger than expected. US durable goods orders rose +5.3% m/m, stronger than market expectations of +4.0% and more than reversing Oct's revised -2.1% decline. Nov durable goods orders ex-transportation rose +0.5% m/m, stronger than expectations of +0.3%. Nov capital goods orders ex defense and aircraft, a proxy for capital goods spending, rose +0.7% m/m, stronger than market expectations of +0.3%. The markets are discounting the odds at ...

gettinthere/iStock via Getty Images When talking about a leveraged solution to participate, with very short horizons, in the strong-momentum Aerospace & Defense market, I think of Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Daily Aerospace ETF ( DFEN ). It positions itself as a precise daily leveraged replication alternative of the underlying and fairly liquid (average daily volume 3 million of 237.70K). DFEN liquidity grade (Seeking Alpha) Intro and Definition DFEN is a daily 3x leveraged long ETF with an AUM of $504.53 million offered by Direxion. This means that the fund sets a daily target +300% of the daily performance of the reference index, which in this case is the Dow Jones U.S. Select Aerospace & Defense Index . DFEN: profile (Seeking Alpha) Like other leveraged ETFs, the expense ratio is above average, at 0.95%, to which is added an average bid/ask spread of 0.23%. It is useless here to talk about turnover or tracking error (indirect costs), considering that the fund replicates on a daily basis and with leverage. DFEN: expense grade (Seeking Alpha) A distracting element worth reflecting on is the size of the yield, equal to 6.82% according to SA. Looking at it is distracting because the fund is designed with the objective of daily replication; it will not have much impact on the final performance for those who use the fund with intraday exposures, and the yield derives precisely from this mechanism. DFEN: Dividend Yield (Seeking Alpha) What Does DFEN Do? The ETF therefore replicates 3x the performance of an index concentrated in companies in the defense and military segment , civil aeronautics, and components. Going more into detail on the index, it is a Market-cap weighted structure based on market capitalization and free-float. The result is an exposure practically centered on Aerospace & Defense (~98.6%). In this sense, it can be viewed here on SA from the performance of the iShares U.S. Aerospace & Defense ETF ( ITA ), which uses it as ...

font83/iStock Editorial via Getty Images I've downgraded Melco Resorts & Entertainment Limited ( MLCO ) to a “Hold.” My earlier Sept. 8, 2025, update outlined my favorable opinion of the firm's de-gearing efforts. I am still positive on MLCO's self-help measures, such as property renovation and asset sales. But the broader industry's near-term prospects are concerning. Macau's Gaming Sector Is Going Through A Rough Patch SA News reported in early-2026 that this Chinese city's “gaming revenue reportedly increased 14.8% in December 2025.” That was 320bps (basis points) below expectations. The absolute amount of MOP20,900M also represented a sequential -1% contraction. UBS Group ( UBS ) published a research note (not publicly available) titled “Dec GGR” on Jan. 2, 2026. The European bank's “channel checks” indicated that certain gamblers deferred “their (Macau) visits to the 1-3 Jan long weekend.” You would think it's reasonable to avoid year-end holiday crowds. I wrote in the early-Sep '25 article that “Macau contributed 86% of Melco's latest quarterly (Q2) group-level EBITDA.” MLCO took part in Goldman Sachs's ( GS ) recent investor event during the second week of this month. The management's comments were detailed in the latter's Jan 11 report with the name “APAC Consumer & Leisure Corporate Day.” The group revealed at the American broker's meeting that there was a “lower-than-normal VIP win rate (for Macau) in December.” That's consistent with UBS's data suggesting this metric dropped from 4.2% in Oct./Nov. to 3.0% last month. Casinos don't get lucky all the time. MLCO's upcoming quarterly results will be disclosed on February 27. The sell-side is projecting that the company's YoY turnover will decelerate from 3Q25's +11% to 4Q25's +7% (source: S&P Capital IQ). The consensus estimates also point to its EBITDA-to-sales narrowing from 29.1% to 26.2% during the same timeframe. Apart from the above-mentioned “Gross Gaming Revenues/GGR” pressures, the industry's Q4 prof...

Leading British and European retailers are trying to salvage the core elements of the Amazon soy moratorium after the world’s most successful forest protection agreement was wrecked by Brazilian lawmakers and abandoned by international traders. In an open letter, high street brands including Tesco, Sainsbury’s and Asda warn the breakdown this month of the 20-year-old agreement will damage consumer confidence in Brazil and the shipping firms unless new arrangements are put in place to ensure grain production is not linked to deforestation. The letter is addressed to the major traders of soy – Cargill of the US, Bunge and Louis Dreyfuss of Brazil and the Chinese state-owned firm Cofco. They are members of the Brazilian soy producers’ association Abiove, which recently removed its name from the official website of the soy moratorium. Without their participation, conservation groups warn of a free-for-all race to clear land in the Amazon biome despite scientific warnings that destruction of the world’s biggest tropical rainforest is approaching a point of no return. Supporters of the moratorium said its loss could open up an area the size of Portugal unless alternative measures are put in place. “We are deeply disappointed to see that Abiove, and your company, has now voluntarily withdrawn from the moratorium,” said the letter. “Stepping back risks weakening existing deterrents to deforestation, undermines future efforts to develop collaborative protection agreements, and threatens efforts to secure the sustainability of your investments in Brazilian soy production in the face of accelerated climate change.” Soy is one of the most widely grown crops in Brazil, and posed a huge deforestation threat to the Amazon rainforest until stakeholders voluntarily agreed to impose a moratorium and no longer source it from the region in 2006. The retailers, which also include Lidl, Aldi, Morrisons, Marks & Spencer and the Co-op, say they will continue to apply the key principle of t...

Valued at 34x FCF, Centrus stock isn't cheap -- but it isn't too expensive to buy, either. Centrus Energy (LEU 3.73%) stock tumbled 3.3% through 12:25 p.m. ET today -- and no one seems to know why. Round up the usual suspects Uranium prices aren't the problem. Trading Economics data shows uranium prices going positively parabolic, up 12% over the last couple of months to $88.40 per pound. This is the highest price since May 2024 and is approaching the highest price in the last decade ($106), recorded in February 2024. Headline news isn't the problem, either. The biggest news in the uranium market today is South Korea announcing it will build two big new nuclear plants. State-owned Korea Hydro & Nuclear Power (KHNP) hopes to secure construction permits in the early 2030s and have the reactors operational by 2037 and 2038, respectively. This is bullish for global uranium demand -- not a reason for Energy Fuels stock fall 7%. Expand NYSE : LEU Centrus Energy Today's Change ( -3.73 %) $ -11.04 Current Price $ 285.15 Key Data Points Market Cap $5.4B Day's Range $ 281.30 - $ 312.54 52wk Range $ 49.40 - $ 464.25 Volume 42K Avg Vol 1.1M Gross Margin 28.85 % Is Centrus Energy stock a buy? So why is Centrus Energy stock down today? That's an excellent question. Priced at 46 times earnings, Centrus Energy is not a cheap stock. But at least it has earnings, which is more than I can say for uranium stocks such as Denison Mines (DNN 1.80%), Energy Fuels (UUUU 6.33%), or Uranium Energy (UEC +1.77%). Centrus's efforts to focus on uranium enrichment, and particularly the production of high-assay, low-enriched uranium (HALEU) fuel for advanced nuclear power plants, also seem wise to me. That's a weak link in the U.S. supply chain that Centrus should attempt to fill. With a good business model, a balance sheet brimming with more cash than debt, and positive free cash flow that dwarfs its own reported net income (the enterprise value-to-free cash flow ratio is only 34x), Centrus Energy...

Image source: The Motley Fool. Thursday, July 24, 2025 at 8:45 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Vincenzo James Vena Chief Financial Officer — Jennifer L. Hamann Executive Vice President, Marketing and Sales — Kenyatta G. Rocker Executive Vice President, Operations — Eric J. Gehringer TAKEAWAYS Adjusted Diluted Earnings Per Share -- $3.03, up 12%, after excluding a $115 million deferred tax benefit and a $55 million Brakeperson buyout labor expense. -- $3.03, up 12%, after excluding a $115 million deferred tax benefit and a $55 million Brakeperson buyout labor expense. Operating Revenue -- $6.2 billion, rising 2%, with freight revenue reaching $5.8 billion, a quarterly record, up 4%. -- $6.2 billion, rising 2%, with freight revenue reaching $5.8 billion, a quarterly record, up 4%. Operating Ratio (Adjusted) -- 58.1%, an improvement of 230 basis points, reflecting a 90 basis point impact from the labor agreement. -- 58.1%, an improvement of 230 basis points, reflecting a 90 basis point impact from the labor agreement. Freight Revenue Excluding Fuel Surcharge -- Grew 6%, achieving highest ever quarterly and year-to-date totals. -- Grew 6%, achieving highest ever quarterly and year-to-date totals. Core Pricing and Mix -- Delivered a 200 basis point benefit to freight revenue, with net price above inflation for the third consecutive quarter. -- Delivered a 200 basis point benefit to freight revenue, with net price above inflation for the third consecutive quarter. Volume Growth -- Drove 375 basis points of freight revenue increase, with Bulk segment volumes up 11%, Industrial up 3%, and Premium up 1%. -- Drove 375 basis points of freight revenue increase, with Bulk segment volumes up 11%, Industrial up 3%, and Premium up 1%. Fuel Expense -- Decreased 8% due to an 11% drop in fuel prices from $2.73 to $2.42 per gallon, while consumption rate improved 2%; fuel surcharge revenue fell $100 million to $569 million. -- Decreased 8% due to an 11% drop in fuel...

格隆汇1月27日｜现货白银突破116美元/盎司，日内涨12.41%。纽约期银站上116美元/盎司，日内涨14.47%。

8vFanI/iStock via Getty Images BlackRock TCP Capital ( TCPC ) shares plunged 15% in Monday afternoon trading after the business development company disclosed writedowns on troubled portfolio investments. The BlackRock ( BLK ) middle-market debt fund has said the writedowns were expected to reduce net value per share by about 19% as of the end of 2025, according to preliminary estimates in a recent U.S. Securities and Exchange Commission filing. That would imply a decline to $7.06 from $8.71 at the end of Q3. Six investments accounted for about two-thirds of the NAV decline, the fund said. Meanwhile, BlackRock TCP ( TCPC ) noted it has waived one-third of its management fee for Q4. Net investment income for the quarter ended Dec. 31, 2025, is anticipated to be $0.24-$0.26 (midpoint $0.25), trailing the $0.27 consensus. More on BlackRock TCP Capital BlackRock TCP Capital: Earnings Continue To Decline For Q3 BlackRock TCP Capital Corp 2025 Q3 - Results - Earnings Call Presentation BlackRock TCP Capital Corp (TCPC) Q3 2025 Earnings Call Transcript What's in store for BDCs in 2026? Tcpc signals $0.15 per share NAV impact from Renovo write-down while strengthening portfolio diversification

Founded in 2016, Vir Biotechnology is a clinical-stage biopharmaceutical company focused on powering the immune system to transform lives by discovering and developing medicines for serious infectious diseases and cancer. Dr. Marianne De Backer, the company's CEO, discusses the strides being made in improving these critical treatments and why she's optimistic about her industry's next big breakthrough. Dr. De Backer speaks with Tim Stenovec and Christina Ruffini on Bloomberg Businessweek Daily. (Source: Bloomberg)

Apple is giving its latest quarterly update this week. Apple (AAPL +2.49%) has failed to impress investors with its progress in artificial intelligence (AI), but the market is beginning to realize that with Apple, it's not only about AI. The company has a significant edge over the competition in several ways, and revenue continues to rise despite investor worries about Apple Intelligence. Management is due to give its regular quarterly update this week. The conference call with analysts is scheduled for Thursday at 5 p.m. ET. Here's the most important thing to watch. It's not all AI The market is sure to take note of progress in AI when Apple reports, but the most important metric to watch is iPhone sales. The iPhone is Apple's most important product, accounting for around half of sales in a typical quarterly report. Whatever else is going on in the company, the popularity of the iPhone is most crucial to its success in the near term. Expand NASDAQ : AAPL Apple Today's Change ( 2.49 %) $ 6.17 Current Price $ 254.21 Key Data Points Market Cap $3.6T Day's Range $ 249.80 - $ 255.50 52wk Range $ 169.21 - $ 288.62 Volume 1.2M Avg Vol 46M Gross Margin 46.91 % Dividend Yield 0.42 % Reports from third-party consumer research companies have pointed to strong sales of the newest iPhone, and iPhones are typically a strong holiday seller. (The holidays were in the quarter being reported on.) This report is probably the most important of the year for investors to see how customers are reacting to the newest release. Early in the season, CEO Tim Cook provided some color on how it was going. He said that iPhone sales were already better than Wall Street was expecting, and that the company couldn't even keep up with demand. Look out for updates about how Apple is planning to keep up the momentum and maintain its edge in the space.

Image source: The Motley Fool. Wednesday, July 30, 2025 at 9 a.m. ET Call participants President & Chief Executive Officer — Jeffrey H. Jackson Senior Executive Vice President & Chief Financial Officer — Daniel K. Weiss Takeaways Earnings per Share (ex. merger charges) -- $0.91, an 86% increase year over year, as reported by Jeffrey H. Jackson. -- $0.91, an 86% increase year over year, as reported by Jeffrey H. Jackson. Net Income (ex. merger charges) -- $87.3 million, nearly 200% higher than the prior year period, according to Daniel K. Weiss. -- $87.3 million, nearly 200% higher than the prior year period, according to Daniel K. Weiss. Net Interest Margin -- 3.59%, up 24 basis points sequentially and 64 basis points year over year, with 37 basis points of margin accretion attributed to the Premier Financial acquisition. -- 3.59%, up 24 basis points sequentially and 64 basis points year over year, with 37 basis points of margin accretion attributed to the Premier Financial acquisition. Fee Income -- $44 million, reflecting 40% year-over-year growth, attributed to both Premier acquisition and organic expansion. -- $44 million, reflecting 40% year-over-year growth, attributed to both Premier acquisition and organic expansion. Efficiency Ratio -- Improved to 55.5%, down 10 percentage points from prior year, reflecting acquisition synergies and operating leverage. -- Improved to 55.5%, down 10 percentage points from prior year, reflecting acquisition synergies and operating leverage. Return on Average Assets / Tangible Equity -- 1.3% and 17%, respectively, after excluding merger and restructuring expenses. -- 1.3% and 17%, respectively, after excluding merger and restructuring expenses. Total Assets -- $27.6 billion, up 52% year over year, including increases from Premier and $480 million in acquisition-related goodwill. -- $27.6 billion, up 52% year over year, including increases from Premier and $480 million in acquisition-related goodwill. Total Portfolio Loans -- $...

Big tech earnings will tell if AI investments are finally paying off latimes.com

文章提及标的 伦敦银 -- 现货白银日内涨幅扩大至12%并创2008年以来最大涨幅，报115.78美元/盎司。

Could Micron Technology stock make you a millionaire in 2026? MSN

贝克休斯计划将未来三年的数据中心设备订单目标翻倍，至30亿美元。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Image source: The Motley Fool. Thursday, July 31, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Richard N. Wayne Chief Operating Officer and Head of Commercial Credit — Patrick Dignan Chief Financial Officer — Richard Cohen Takeaways Net Income -- $25.2 million, marking a record level excluding periods with large PPP loan sales. -- $25.2 million, marking a record level excluding periods with large PPP loan sales. Total Loan Activity -- $362.6 million in originations and purchases for the quarter, totaling $2.1 billion for the fiscal year. -- $362.6 million in originations and purchases for the quarter, totaling $2.1 billion for the fiscal year. Purchased Loans -- $41.7 million acquired this quarter at 93.8% of unpaid principal balance (UPB); annual purchased loan volume reached $863 million. -- $41.7 million acquired this quarter at 93.8% of unpaid principal balance (UPB); annual purchased loan volume reached $863 million. Originated Loans -- $216.6 million for the quarter, with $807.9 million originated over the fiscal year. -- $216.6 million for the quarter, with $807.9 million originated over the fiscal year. SBA Loan Originations -- $107.3 million this quarter and $408.5 million for the year. -- $107.3 million this quarter and $408.5 million for the year. SBA Loan Sales -- $107.6 million sold this quarter; sales volume may include originations from prior quarters. -- $107.6 million sold this quarter; sales volume may include originations from prior quarters. Gain on SBA Loan Sales -- $8.2 million recognized. -- $8.2 million recognized. Net Interest Margin (NIM) -- 5.1%, elevated from the previous quarter due to $4.094 million transactional income on originated loans. -- 5.1%, elevated from the previous quarter due to $4.094 million transactional income on originated loans. Return on Purchased Loans -- 8.76% achieved for the quarter. -- 8.76% achieved for the quarter. Earnings Per Share -- $3.06 basic, $3.00 fully diluted. -- $3.06 basic, $3.00 f...

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Applied Optoelectronics, a company at the forefront of silicon photonics and co-packaged optics, recently unveiled a 400-milliwatt narrow-linewidth pump laser, enhancing AI data center capabilities. This innovation is crucial as it addresses performance limitations in existing systems, offering a robust solution for high-efficiency optical communication. With an impressive annual revenue growth forecast at 50.2% and earnings expected to surge by 168.5%, AOI is strategically expanding operations in Sugar Land, Texas—this includes a $150 million investment and the creation of over 500 jobs to boost its manufacturing of AI-focused datacenter transceivers. This expansion not only underscores AOI's commitment to innovation but also positions it well within the high-tech industry's competitive landscape. Overview: Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products across the United States, Taiwan, and China with a market capitalization of $2.44 billion. Here we highlight a subset of our preferred stocks from the screener. The U.S. stock market has recently seen a mix of gains and losses, with major indices like the Nasdaq, S&P 500, and Dow Jones Industrial Average showing slight increases as they kick off a significant week for tech earnings amidst geopolitical tensions and economic uncertainties. In this fluctuating environment, identifying high-growth tech stocks involves looking at companies that not only have strong fundamentals but also show resilience to external pressures such as interest rate decisions and global trade dynamics. Story Continues Overview: Agilysys, Inc. is a company that develops and markets software-enabled solutions and services for the hospitality industry across North America, Europe, the Asia-Pacific, and India, with a market cap of $3 billion. Operations: Agilysys generates revenue primarily from providing software solutions to the global hospitality industry, amounting to $299.81 million. The compa...

If You'd Invested $10,000 in Taiwan Semiconductor Stock a Year Ago, This Is How Much You'd Have Today The Motley Fool

The chip company is enjoying AI tailwinds. Taiwan Semiconductor (TSM 0.07%) has been in the news lately for opening a new plant in the U.S. and signing a deal with the Trump administration to invest $250 billion in further developing its U.S. operations. The company also just released a phenomenal fourth-quarter report that signals even more growth ahead. If you had decided to buy into the company's growth story a year ago, you'd have a lot more money today. AI growth is Taiwan Semiconductor growth AI has been a major market driver over the past few years, and it doesn't look like it's slowing down anytime soon. Taiwan Semiconductor supports this growth by manufacturing the semiconductors that make all of this innovation happen, and it reported fabulous growth last year, with a 36% increase in sales and a 51% operating margin. If you'd invested $10,000 a year ago in Taiwan Semiconductor stock, you'd have $15,000 now. Even better, the opportunity is far from over. Management envisions a period of high opportunity coming up, and it's raising its capital expenditures to meet the expected rising demand. Even though you may have missed the past year's gains, you haven't missed the boat, and you can still buy into Taiwan Semiconductor's ongoing story by investing in the stock today.