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منبع: WSJ خبرگزاری
2 ماه پیش
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President Trump signed a proclamation Thursday that will set a 15% tariff on imports of solar panels and components.

President Trump signed a proclamation Thursday that will set a 15% tariff on imports of solar panels and components.

The action aimed to cut U.S. reliance on Chinese-made panels and polysilicon, which is critical for semiconductors and solar-energy systems.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Werner's Stock Fell On Good Results, Potential Sign Of Overvaluation

Werner's Stock Fell On Good Results, Potential Sign Of Overvaluation

Werner Enterprises delivered strong 2Q26 results, with 24% revenue growth and significant operating margin expansion, signaling a turning trucking cycle. WERN's valuation remains unattractive; even with a robust recovery, the stock trades at 11–12x optimistic earnings, limiting upside while downside risk persists. Capital allocation is constrained; underinvestment and rising capex needs will limit shareholder distributions and require further leveraging of the balance sheet.

منبع: Seeking Alpha
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منبع: NYTimes خبرگزاری
2 ماه پیش
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Trump Issues Tariffs on Key Ingredient for Electronics and Solar Panels

Trump Issues Tariffs on Key Ingredient for Electronics and Solar Panels

The administration will impose a minimum import price for polysilicon, a key component for semiconductors and solar panels, as well as tariffs for products made with the material.

منبع: NYTimes
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منبع: CNBC Television خبرگزاری
2 ماه پیش
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A Fed Chairman giving signals about next moves adds confusion, says Fmr. Kansas City Fed President

A Fed Chairman giving signals about next moves adds confusion, says Fmr. Kansas City Fed President

Fmr. Kansas City Fed Pres. Thomas Hoenig, joins 'Closing Bell Overtime' to talk his take from Fed Chairman Warsh's performance so far.

منبع: CNBC Television
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Tenable: AI Is Becoming A Tailwind, Not A Threat

Tenable: AI Is Becoming A Tailwind, Not A Threat

Tenable Holdings remains a Buy as it adapts to AI-driven cybersecurity threats and maintains strong operational execution. TENB's profitability is accelerating, with GAAP operating margin reaching 4.6% and non-GAAP operating margin at 24.7%, despite slowing revenue growth. Adoption of Tenable One and integration with leading AI models (Anthropic, OpenAI) position TENB at the forefront of industry innovation.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
2 ماه پیش
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Trump admin blocks tungsten, battery waste exports to boost US minerals supply

Trump admin blocks tungsten, battery waste exports to boost US minerals supply

The U.S. Commerce Department said on Thursday it ‌will block exports of tungsten scrap and battery waste, part of a push to boost the domestic recycling industry and critical mineral production.

منبع: Reuters
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