Key Points Robinhood is an upstart financial services company that helped to upend the discount brokerage industry. Mastercard is a payment processing company that's slowly but surely helping cards replace cash. Both companies have a growth story to tell, but one is likely to be more reliable (and it's cheaper to buy, too). 10 stocks we like better than Robinhood Markets › Wall Street is an emotional place, with a good story often lifting stocks to lofty heights. Sometimes, prices don't actually ...

Key Points As global energy demands surge, particularly driven by the rise of data centers and electrification, nuclear energy is regaining attention as one source of power to meet these needs. As countries build out capacity and reduce reliance on foreign sources, companies across the nuclear and uranium supply chain stand to benefit. The Global X Uranium ETF offers investors diversified exposure across the uranium sector. 10 stocks we like better than Global X Funds - Global X Uranium ETF › For ...

监管决定与背景 - 英国竞争与市场管理局将谷歌在通用搜索和搜索广告服务领域指定为具有战略市场地位 [1] - 该决定基于谷歌在这些领域拥有显著且根深蒂固的市场力量的确认 [1] - 此项调查于2025年1月14日启动，并与超过80个利益相关方进行了磋商 [1] - 英国的数字市场竞争新规已于2025年1月1日生效，赋予竞争与市场管理局引入针对性措施的新权力 [2] 战略市场地位的范围与含义 - 战略市场地位指定不意味着谷歌存在违规行为或需要立即采取整改措施，而是使监管机构能够在必要时进行干预以确保竞争 [2] - 指定范围涵盖通用搜索和搜索广告服务，但谷歌的Gemini AI助手目前被排除在外 [3] - 其他AI驱动的搜索功能，包括AI Overviews和AI Mode，被包含在此次指定范围内 [3] - 监管机构指出，若市场情况发生变化，其对Gemini AI助手的立场可能会重新评估 [3] 市场地位与未来监管 - 谷歌在英国搜索平台上的搜索量占比超过90% [5] - 竞争与市场管理局计划在年内就可能的监管干预措施进行磋商，作为其对数字平台市场更广泛监督的一部分 [4] - 监管行动旨在促进搜索等数字市场的竞争，为各种规模的企业释放机会以支持创新和增长，从而推动英国经济投资 [4] 公司近期动态 - 谷歌近期宣布一项50亿欧元（合58亿美元）的投资计划，将于2026年和2027年在比利时进行，旨在扩展其圣吉斯兰数据中心园区 [5] - 此项投资将加强公司面向谷歌云的AI基础设施，并改善搜索、地图和Workspace等核心服务 [6]

收购交易概述 - 美国家装零售商Lowe's Companies已完成对美国及加拿大建筑材料分销商Foundation Building Materials (FBM)的收购 [1] - 交易金额为88亿美元，于2025年8月宣布 [1] - FBM将继续在其创始人Ruben Mendoza及现有高级管理团队的领导下运营 [3] 战略意义与协同效应 - 此次收购是加速公司“整体家居”战略的重要一步，旨在服务于总潜在市场规模达2500亿美元的大型专业客户 [2] - 收购将扩展公司对专业客户的服务，包括扩大产品范围、改变履约流程以及增强数字和贸易信贷系统 [1] - 交易将增强公司在加利福尼亚州、美国东北部和中西部地区的市场影响力，并与近期收购的Artisan Design Group (ADG)的业务形成协同 [2] - 通过收购，公司将能更好地扩大市场渗透率，并利用预计到2033年美国将需要1600万套新房的住房市场复苏机会 [3] - 扩大对专业客户的渗透预计将推动更可持续的销售和利润增长，并为股东创造长期价值 [3] 交易相关方与公司背景 - Lowe's在此次交易中的财务顾问为高盛和Centerview Partners，法律顾问为富而德律师事务所 [4] - FBM的独家财务顾问为加拿大皇家银行资本市场，法律顾问为伟凯律师事务所 [4] - FBM成立于2011年，总部位于加州圣安娜，在美国和加拿大拥有超过370个运营点 [4] - Lowe's总部位于北卡罗来纳州穆尔斯维尔，拥有超过1700家家装门店 [4] 公司近期财务表现 - 2025年第二季度，公司公布净利润为24亿美元，总销售额为240亿美元 [5] - 当季摊薄后每股收益为4.27美元，高于2024年同期的4.17美元 [5]

Key Points Novo Nordisk could get its momentum back with its oral Wegovy pill. Danaher is a proven market-beater trading at a fair price today. UnitedHealth Group is a stock with serious risks, but also offers high upside if things go the company's way. 10 stocks we like better than Novo Nordisk › Healthcare stocks have lagged the broader stock market over the past year. Political tensions following the slaying of an insurance executive and policy uncertainty following the transition to the Trump ...

Levi Strauss has reported a 7% year-on-year increase in both reported and organic net revenues to $1.5bn for the third quarter (Q3) (ended 31 August 2025). The US-based clothing retailer’s net revenues in the Americas increased 6% on a reported basis and 7% organically, with the US up 3% organically. Europe recorded growth of 5% reported and 3% organic, while Asia grew 12% on both measures. Beyond Yoga, Levi Strauss’s athleisure and activewear brand, reported a 2% rise in revenue. Direct-to-consumer (D ...

Another big concern among the Americans surveyed is how to best take distributions from their retirement savings when they do retire, with 45% revealing they’re unsure of the best method. This question is best answered with the help of a financial advisor, and it will largely depend on the type of accounts that you have.Even if you’re confident in the amount you’ve saved for your retirement, LaVigne insists “it is critical to understand how those assets will be able to fund your life after you retire.” That ...

Silver hit the highest in decades as a historic short squeeze in London intensified, with a fresh surge in prices adding urgency to a worldwide hunt for bullion that could alleviate the mismatch between demand and supply. Spot silver climbed as much as 3.1% to near $52 an ounce, exceeding last week’s peak, while gold surpassed $4,070 an ounce, building on a record-breaking run of eight weekly gains. Platinum and palladium also surged, amid signs that market stresses caused by surging investor demand are ...

公司运营调整 - 公司计划进行岗位削减以优化组织结构，确保业务战略和优先事项的顺利实施 [1][2] - 此次组织架构调整不会影响公司的日常运营和对超过5000万美国人提供安全、可靠、负责任的燃料运输服务的承诺 [2][3] - 公司近期已采取措施提升其管网运输量，包括运营改进以及产品放置和交付方式的调整 [4][5] 公司资产与业务规模 - 公司拥有美国最大的精炼产品管道系统，覆盖从德克萨斯州到纽约约5,500英里（8,851公里）的范围 [3] - 公司每日从美国墨西哥湾沿岸向东部沿海消费中心运输超过250万桶燃料 [4] - 公司此前所有者包括壳牌、KKR、加拿大魁北克储蓄投资集团、美国科氏工业旗下投资部门以及IFM Investors [4] 公司所有权变更 - 今年早些时候，布鲁克菲尔德基础设施合伙公司以约90亿美元的价格宣布收购该公司 [3]

Key Points TSMC is the world's leading chip foundry. Its next-generation chips will use significantly less electricity than its current top-of-the-line chips. TSMC trades at a discount relative to the large chip designers that contract with it. 10 stocks we like better than Taiwan Semiconductor Manufacturing › There have been some massive artificial intelligence (AI) infrastructure deals announced in recent weeks with chip design powerhouses Nvidia, Broadcom, and AMD. Each offers viable computing ...