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EyePoint: Phase 3 Design Creates A More Valuable Durability Story

EyePoint: Phase 3 Design Creates A More Valuable Durability Story

EyePoint Pharmaceuticals approaches a binary valuation inflection with pivotal Phase III LUGANO data for DURAVYU in wet AMD due August 2026. EYPT's clinical program emphasizes repeat six-month dosing, broad patient inclusion, and direct comparison to on-label aflibercept, supporting commercial relevance. Ownership of manufacturing infrastructure and Durasert E platform applicability to both wet AMD and DME strengthens EYPT's strategic positioning.

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Primary Markets Group July 2026 U.S. IPO Update

Primary Markets Group July 2026 U.S. IPO Update

The U.S. IPO market cooled in July following the record-shattering June. The month saw seven new issuers raise $3.0 billion in proceeds, a significant slowdown from the 19 deals and $97.9 billion priced in June that was skewed by the unprecedented SpaceX IPO. Looking at the six-month IPO backlog, 10 new issuers filed in July, bringing the total pipeline to 75 companies seeking to raise $3.2 billion in aggregate proceeds.

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منبع: Bloomberg Markets and Finance خبرگزاری
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AI Buildout Keeps Quinlan Bullish on US Stocks

AI Buildout Keeps Quinlan Bullish on US Stocks

Merrill & Bank of America Head of Market Strategy Joe Quinlan is on Bloomberg This Weekend to give his reaction to the July jobs report. Quinlan explains to hosts David Gura and Christina Ruffini that the US economy remains resilient despite the weak July jobs data, pointing to continued hiring in construction and health care and investment tied to AI.

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Weak Jobs Data Masked by Falling Unemployment

Weak Jobs Data Masked by Falling Unemployment

The US unexpectedly lost 23,000 jobs in July while unemployment fell to 4.1%, a decline driven by fewer people participating in the labor force rather than stronger employment. Bloomberg News Economics Chief US Economist Anna Wong joins Bloomberg This Weekend and explains to hosts David Gura and Christina Ruffini that the weak payrolls and persistent downward revisions point to a softer labor market and could reduce pressure on the Fed to raise rates in September.

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منبع: Seeking Alpha خبرگزاری
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The AI Capex Waterfall Is Raining Future Dividends

The AI Capex Waterfall Is Raining Future Dividends

The AI CapEx waterfall is fueling robust earnings growth for downstream beneficiaries, especially in semiconductors, utilities, and tech dividend growth stocks. Hyperscaler CapEx is projected to grow 90% this year, driving significant recurring cash flows and supporting dividend hikes for AI infrastructure-linked companies.

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What Moved Markets This Week

What Moved Markets This Week

Wall Street finished the week higher, with both the blue-chip Dow (DJI) and the benchmark S&P 500 (SP500) hitting fresh all-time highs as investors digested key earnings from SpaceX (SPCX) and Palantir Technologies (PLTR) alongside the latest payrolls data.

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Matthews International: No Recovery Yet In The DBE Offering

Matthews International: No Recovery Yet In The DBE Offering

Matthews International faces a 10% EBITDA guidance cut to $158–$162 million for fiscal 2026, reflecting restructuring costs and delayed synergies in Propelis, with no help from industrial tech's revenues. Restructuring in industrial tech aims for $10 million in annual cost savings, but near-term results are pressured by legal disputes continuing to cloud the outlook. Product identification, notably the Axian partnership with Linx, shows promise with 5% YoY growth in the business overall, while Memorialization remains resilient enough in our view, though pressured.

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FOMO Vs. The Earnings Bar

FOMO Vs. The Earnings Bar

Up until this week, US stock indexes had been in something of a holding period pattern since the middle of June. The South Korean Kospi index, about half of which is dominated by two semiconductor stocks, Samsung Electronics and SK Hynix, saw a precipitous drop of 39 percent from its mid-June high to the end of July.

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Weekly Commentary: Bessent's Gambit

Weekly Commentary: Bessent's Gambit

The Unemployment Rate actually dipped a tick to 4.1% and hasn't been lower since January 2025. US manufacturing activity expanded in July at the fastest pace in more than four years as demand remained strong, production surged and firms added workers.

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Willis Lease Finance: A Rough Road Ahead

Willis Lease Finance: A Rough Road Ahead

Willis's Q2 results have shown us a demand softening, which caused maintenance reserves to decline and the utilization rate to drop from 87% to 85% YoY. The management fees segment grew significantly by 113%, but given that the firm still accrues most of its revenue from the leasing business, we still need to value against PB. The current PB ratio is widely higher than the 5-year historical level; while this is a true reflection of the current market dynamics, it leaves no margin of safety.

منبع: Seeking Alpha
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CPI Card Group Q2: Strong Growth, But Beware Of Margin Decline

CPI Card Group Q2: Strong Growth, But Beware Of Margin Decline

CPI Card Group Inc. reported Q2 results with consistent financial momentum. Revenue momentum remained good, driven by Secure Card Solutions strength. Prepaid Solutions revenues have been more shaky for PMTS. PMTS' margin level has continued to decline. There are some transitory factors, but PMTS' margin trajectory is a clear focus point going forward.

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