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المصدر: Seeking Alpha وكالة أنباء
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White Mountains: Downgrading On Price Rise And Outlook

White Mountains: Downgrading On Price Rise And Outlook

White Mountains Insurance Group, Ltd. is downgraded to Hold after a 20% share price run-up and signs of the underwriting cycle peaking. WTM remains discounted to book value and trades at a low P/E under 5x, with no evidence of a re-rating despite recent outperformance. Recent asset sales and acquisitions have left WTM with 14% undeployed capital, but management signals the current market is unfavorable for new deals.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Cellebrite Q2: This 33% Selloff Looks Like An Overreaction

Cellebrite Q2: This 33% Selloff Looks Like An Overreaction

Cellebrite DI Ltd. experienced a 33% post-earnings drop, but I view this as an overreaction given its robust fundamentals. Q2 saw ARR and revenue growth miss guidance, management transition, and slower-than-expected Inseyets conversions, but core products and retention remain strong. CLBT maintains high gross margins (80%+), strong free cash flow (28%), and guides for high-teens revenue growth despite execution risks and rising stock-based compensation.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Big Tech's AI Revenue Is Surging, But Suppliers Will Still Be The Bigger Winners

Big Tech's AI Revenue Is Surging, But Suppliers Will Still Be The Bigger Winners

As analysts call for AI capex to hit $1 trillion in 2027, Big Tech showed strong progress on AI monetization in Q2. Despite strong increases for AI revenue un rates, Big Tech's capex to AI revenue ratios remain elevated from 1.5X to 4X.

المصدر: Seeking Alpha
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0 0 0
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المصدر: Fox Business وكالة أنباء
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Mortgage rates fall for first time in 6 weeks

Mortgage rates fall for first time in 6 weeks

The average rate on a 30-year fixed mortgage fell this week to 6.67%, according to the latest Freddie Mac data released Thursday. That is down from last week's reading of 6.69%.

المصدر: Fox Business
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0 0 0
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المصدر: WSJ وكالة أنباء
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Bill Ackman Calls His New Fund's Slumping Stock Price ‘Frankly Absurd'

Bill Ackman Calls His New Fund's Slumping Stock Price ‘Frankly Absurd'

The billionaire investor's portfolio has trailed the broader market since he took the fund, Pershing Square USA, and his firm public in April.

المصدر: WSJ
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Official Partner ITBFX Start Trading
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المصدر: Barrons وكالة أنباء
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Cities Where Office Work Is Making a Comeback, and 2 REIT Stocks That Benefit

Cities Where Office Work Is Making a Comeback, and 2 REIT Stocks That Benefit

Well-appointed buildings in locations near transit have been in high demand as employers calling workers back to the office seek to improve the experience.

المصدر: Barrons
زيارة المصدر
0 0 0
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المصدر: Seeking Alpha وكالة أنباء
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Harrow: The Q2 Turnaround Is Enough For A Cautious Buy

Harrow: The Q2 Turnaround Is Enough For A Cautious Buy

Harrow is upgraded from Hold to a cautious Buy, driven by Q2 executional improvements and better visibility on operating leverage. VEVYE's revenue and economics have improved, while IHEEZO delivered record demand despite reimbursement headwinds, supporting the growth thesis. I model $490M in 2027 revenue and a 4.5x EV/sales multiple, yielding a $52 price target—about 33% upside from current levels.

المصدر: Seeking Alpha
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المصدر: CNBC وكالة أنباء
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Luigi Mangione expected to plead guilty in federal stalking case related to health insurance CEO killing: Report

Luigi Mangione expected to plead guilty in federal stalking case related to health insurance CEO killing: Report

Luigi Mangione is expected to plead guilty Friday in his federal criminal case, where he is charged with stalking in connection with his alleged killing of UnitedHealthcare CEO Brian Thompson on a midtown Manhattan street in 2024, The New York Times reported. Mangione is scheduled to appear in U.S. District Court in Manhattan on Friday for a pretrial conference with Judge Margaret Garnett, which was requested in a court filing on Tuesday by both prosecutors and defense lawyers.

المصدر: CNBC
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المصدر: Yahoo Finance وكالة أنباء
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Goldman Sachs wants to turn Bitcoin into income

Goldman Sachs wants to turn Bitcoin into income

Crypto companies are increasingly building businesses that don't depend on crypto booming forever. In this episode of The Daily Wolf, Scott Melker explains why Wintermute is spending $1 billion to expand into traditional markets and AI, as weaker crypto trading volumes push major companies toward new sources of revenue.

المصدر: Yahoo Finance
زيارة المصدر
Official Partner ITBFX Start Trading
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المصدر: Reuters وكالة أنباء
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Trio of economic forces could boost electric vehicles, WoodMac says

Trio of economic forces could boost electric vehicles, WoodMac says

A trio of emerging economic forces could boost global production of electric vehicles with implications for oil, power and metal markets, a ​report from Wood Mackenzie said on Thursday.

المصدر: Reuters
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0 0 0
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