اخبار بازار

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منبع: Seeking Alpha خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Toast: Earnings Edge Expectations, Long-Term Value Is More Obvious

Toast is positioned as the 'Operating System' for restaurants, offering integrated POS and management solutions. I rate TOST a cautious buy ahead of earnings, citing high growth and improving profitability but noting restaurant industry headwinds. Valuation remains elevated with GAAP P/E at 48.46 and PS at 2.93, yet strong 23.44% YOY revenue growth and improving FCF support the thesis.

منبع: Seeking Alpha

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منبع: Reuters خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Wall Street warms to healthcare stocks as tech trade faces turbulence

Investors are pouring money into U.S. healthcare stocks, betting that improving earnings, rising dealmaking and attractive valuations will extend the sector's rebound after years of underperformance.

منبع: Reuters

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منبع: Reuters خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

China targets US firms and drone exports after FCC, Xinjiang actions

China has imposed a series of restrictions on U.S. agencies and other entities, saying the move ‌was in response to recent U.S. measures involving Chinese telecom operators, testing laboratories, drones and other tech items.

منبع: Reuters

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منبع: WSJ خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Bankers Are Betting on Supersize Bonuses This Year With Profits Surging

Volatile markets and huge stock offerings have been fueling profits on Wall Street.

منبع: WSJ

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منبع: Reuters خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Bankers' bonuses to rise most on Wall Street

Bank executives' compensation will rise the most among all financial sectors on Wall Street, as record revenues on trading and deals boost bonuses, according to Johnson Associates, a financial compensation consultancy.

منبع: Reuters

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منبع: WSJ خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Citadel's Purchase of Situational's Stocks at Discount Is Already Paying Off

Ken Griffin's firm gained about 14% in its stock-focused hedge fund in July.

منبع: WSJ

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منبع: Market Watch خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Elon Musk addresses memory-chip stock concerns with one simple observation

Elon Musk's remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for semiconductor stocks.

منبع: Market Watch

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منبع: CNBC خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Oil prices move higher after Yemen's Iran-backed Houthis claim Saudi tanker strike

Oil prices rebounded Wednesday after Yemen's Iran-backed Houthis reportedly hit a Saudi Arabian tanker in the Red Sea. The reported strike dented hopes of a potential ceasefire agreement, which rose this week following comments by Treasury Secretary Scott Bessent.

منبع: CNBC

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منبع: CNBC خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

U.S. Treasury yields fall as traders monitor possible Iran war deal

Treasury yields moved lower as investors eye a potential deal to unlock the Strait of Hormuz.

منبع: CNBC

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منبع: Seeking Alpha خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Shoals Q2 Review: Market Underestimates Margin Improvement Prospects

Shoals Technologies delivered robust Q2 results, with revenue up 47.4% Y/Y and a record $801M backlog, but shares fell 6%. SHLS's BESS segment and strong EBOS foundation position the company for long-term growth, especially as AI drives energy demand. Margin pressures from tariffs and new facility ramp-up have weighed on profitability, but Q2 showed early signs of stabilization.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

The Fed Holds, But Bond Volatility Breaks Higher

Implied volatilities were mixed across asset classes last week as investors weighed stronger-than-expected corporate earnings against rising yields and persistent geopolitical risks. Strong earnings led to a broad decline in equity vol last week, with the VIX Index down 2.6 pts to 16% and the VIXEQSM Index down 3.4 pts to 44%.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Exagen: The Path To Profitability Just Became More Credible

Exagen delivered a standout quarter, with 16% revenue growth, record ASP, and near-breakeven adjusted EBITDA, reinforcing the turnaround thesis. XGN raised full-year revenue guidance to $72-75M, with Pharma Services revenue tripling and backlog growing, highlighting new long-term growth levers. Operating margin improved to -8.6%, and Q2 cash generation turned positive, signaling tangible progress toward profitability and improved liquidity.

منبع: Seeking Alpha

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منبع: Reuters خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

Canada's Gran Tierra to sell South American assets to Maurel and Prom in $1.33 billion deal

Canadian oil and gas producer Gran Tierra Energy said on Wednesday it had agreed to sell ‌its Colombian and Ecuadorean oil operations to France's Maurel & Prom for $1.33 billion, including debt.

منبع: Reuters

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منبع: Seeking Alpha خبرگزاری

2 ماه پیش

عمومی اهمیت متوسط

AmpliTech: A 50% Selloff Creates A Better Entry Point

AmpliTech Group is transitioning from a niche RF component supplier to a higher-value Open RAN infrastructure provider, driving significant revenue growth. AMPG reported 165% FY2025 revenue growth and gross margins near 50% in Q1 2026, with management reaffirming at least $50 million 2026 revenue guidance. Recent FCC and ISED certifications for new Open RAN and 5G products validate AMPG's commercialization efforts and support the evolving investment thesis.

منبع: Seeking Alpha

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