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What’s the full story? SMCI’s stock, up 38% year-to-date, trades at 16x F2025E P/E, with the Goldman analysts viewing risk-reward as unfavorable amid valuation, competition, and margin concerns.
While European sporting goods brands have significantly reduced their dependence on China for U.S.-bound exports—Adidas now sources just 3-4% and Puma (OTC: PMMAF) about 10% from China—their reliance ...
Mizuho views Alibaba’s AI strategy as built on three core pillars: intelligence (scaling its Qwen LLM to AGI), enterprise ...
Investing.com -- Gold surged past $3,000 per ounce last week, marking a historic milestone as the precious metal continues ...
The collaboration between Airbus, Thales, and Leonardo aims to streamline their satellite manufacturing capabilities, ...
Bausch + Lomb announced a recall of its enVista IOLs, including Aspire, Envy, and certain lots of monofocal lenses, due to ...
BMO Capital Markets upgraded Check Point Software (ETR:SOWGn) Technologies (NASDAQ:CHKP) Ltd to Outperform from Market ...
U.S. stocks are down sharply today following the consumer sentiment report and the slightly hotter core PCE reading for ...
Baird downgraded DoubleVerify (NYSE: DV) and Integral Ad Science to Neutral from Outperform, citing growing concerns about ...
The selloff followed political turmoil in the country, which initially triggered a depreciation of over 10% in the TRY and a ...
Investing.com -- India and the United States are in advanced talks to address tariff imbalances, potentially reducing the ...