Final Trades: Archer Aviation, JPMorgan Chase, Shell and Capital One
Youtube· 2025-10-03 18:07
Josh, give me a final trade. >> Uh, Archer Aviation was just named Conviction Long for Q4 at Deutsch. These stocks, Joby, Planet Labs, we talked about him Tuesday.All of them are having an unbelievable week. >> Threw Josh off his game for a minute there. >> I thought he was going to pick I thought he was going to pick Shaq.>> I'm hungry now. We all >> believe me, Rob. >> JP Morgan like the setup headed into earnings two weeks out.Think financials can lead into the fourth quarter. >> Amy >> Shell, a wellposi ...
Empire Asset Management Adjusts Rating for Brookfield Asset Management (NYSE:BAM)
Financial Modeling Prep· 2025-10-03 18:06
评级与价格目标调整 - Empire Asset Management将Brookfield Asset Management评级调整为中性 维持持有建议[1][5] - 美国银行将其目标股价从68美元微调至67美元[1][5] - 调整时公司股价约为57.35美元[1] 业务模式与增长动力 - 公司采用高增长、轻资产业务模式[2] - 业务布局顺应数字化基础设施、去全球化、脱碳三大趋势[2] - 第二季度费用相关收益同比增长16% 显示强劲增长势头[2][5] - 过去一年实现970亿美元资本流入 为增长提供支撑[2][5] 财务估值与市场表现 - 当前股价为57.34美元 较前日小幅上涨0.97%[3] - 当日交易区间为56.86美元至57.38美元 年内波动区间为41.78美元至64.10美元[4] - 公司市值约为925亿美元 当日成交量为130,680股[4] - 当前 distributable earnings 倍数为38倍 但预计18%的年增长率可使2030年倍数降至16倍[3][5]
JQC: Heavy Leverage Use And Generous Payouts Limit Appeal
Seeking Alpha· 2025-10-03 18:06
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
Domino's Pizza Group: Historically Cheap Amid A Weak U.K. Macro Backdrop (OTCMKTS:DPUKY)
Seeking Alpha· 2025-10-03 18:02
Like so many cyclical companies, a weak macro backdrop has weighed heavily on Britain's Domino's Pizza Group plc ( OTCPK:DPUKY ) ( OTCPK:DMPZF ). Shares of the firm have fallen around 30% in dollar terms since my last pieceI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The ...
Domino's Pizza Group: Historically Cheap Amid A Weak U.K. Macro Backdrop
Seeking Alpha· 2025-10-03 18:02
Like so many cyclical companies, a weak macro backdrop has weighed heavily on Britain's Domino's Pizza Group plc ( OTCPK:DPUKY ) ( OTCPK:DMPZF ). Shares of the firm have fallen around 30% in dollar terms since my last pieceI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The ...
UnitedHealth shareholder proposes independent board chair
Reuters· 2025-10-03 18:02
A UnitedHealth shareholder proposed on Friday that the healthcare group should adopt a policy to require an independent board chair, a role now held by CEO Stephen Hemsley. ...
Behind the Scenes of FuelCell Energy's Latest Options Trends - FuelCell Energy (NASDAQ:FCEL)
Benzinga· 2025-10-03 18:02
High-rolling investors have positioned themselves bearish on FuelCell Energy (NASDAQ:FCEL), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in FCEL often signals that someone has privileged information.Today, Benzinga's options scanner spotted 9 options trades for FuelCell Energy. This is not a typical pattern.The sentiment ...
P/E Ratio Insights for MasTec - MasTec (NYSE:MTZ)
Benzinga· 2025-10-03 18:01
股价表现 - 公司当前股价为21684美元,日内上涨067% [1] - 公司股价在过去一个月内上涨2034%,在过去一年内上涨6534% [1] 估值分析 - 公司市盈率为6411,高于建筑与工程行业平均市盈率3995 [6] - 较高的市盈率可能意味着市场预期公司未来表现将优于行业,但也可能表明股价被高估 [6] - 市盈率是评估公司市场表现相对于整体市场数据、历史收益和整个行业的有用指标 [5]
"Very High-Risk" Flaws: U.S. Army Memo Flags PLTR Software
Youtube· 2025-10-03 18:00
It's now time to discuss Palanteer, I believe, for the second time for FOMO this week, but definitely warrants our attention when it's down over 6%. So, on some interesting reports here, Marley Kaden is joining us, of course, in studio to help us break down this news where the Army is flagging these high-risk flaws in their network project. So, walk us through this story.Yes, Reuters is reporting that it has seen an Army internal memo about this new prototype that was developed by Palunteer alongside a priv ...
Bastion Raises Further $14.6m in Strategic Funding Round
The Fintech Times· 2025-10-03 18:00
Regulated stablecoin infrastructure provider Bastion raised an additional $14.6million in a strategic financing round, bringing its total funding to date to over $40million. The round was led by Coinbase Ventures, with participation from Sony Innovation Fund, a16z crypto, Samsung Next, and Hashed.The new capital will be used to support the adoption of Bastion’s product offerings, which provide enterprises and financial institutions with the tools to issue, hold, and utilise stablecoins at scale in a complia ...