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منبع: Reuters خبرگزاری
2 ماه پیش
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Europe's getting hotter, markets are taking note

Europe's getting hotter, markets are taking note

Record temperatures across Europe are piling fresh pressure on food prices, supply chains and heavily indebted economies, creating another headache for financial markets already ​roiled by an Iran war-driven energy shock.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Shoals: Demand Outpaces Execution, Creating An Entry Point

Shoals: Demand Outpaces Execution, Creating An Entry Point

Shoals Technologies is rated a moderate Buy, balancing strong demand and order growth against margin and cash flow execution risks. Q2 revenue grew 47% with a record $801M backlog, but gross margin dropped to 30.3%, and H1 operating cash flow was negative $34.6M. SHLS's medium-term upside depends on new factory-driven margin recovery and converting record demand into sustainable profits and cash flow.

منبع: Seeking Alpha
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منبع: WSJ خبرگزاری
2 ماه پیش
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Naver Posts Resilient Second-Quarter Profit Despite Higher AI Costs

Naver Posts Resilient Second-Quarter Profit Despite Higher AI Costs

The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.

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منبع: CNBC خبرگزاری
2 ماه پیش
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Oil rises amid supply disruption fears following Iran's restrictive draft plan for the Strait of Hormuz

Oil rises amid supply disruption fears following Iran's restrictive draft plan for the Strait of Hormuz

Worries over oil supply disruptions continue to linger after Iran published a restrictive draft plan for the Strait of Hormuz. According to the apparent draft plan published by Iran, the country would ban U.S. and Israeli ships from transiting the strait.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Orion Properties: Monkey Wrench In The Works

Orion Properties: Monkey Wrench In The Works

Orion Properties Inc. has resolved its debt issues. ONL continues to explore strategic alternatives. The risk of investment principal loss has increased due to external factors beyond management's control.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
2 ماه پیش
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A 'weaponized' yen: How the U.S.-Japan intervention may reshape global currency markets

A 'weaponized' yen: How the U.S.-Japan intervention may reshape global currency markets

The unprecedented U.S.-Japan intervention to support the yen may end up shaping market behavior. "When increasingly scarce national assets are spent in unison on the same target by two major sovereigns, markets will have to listen," said Monex's Jesper Koll.

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