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Best Momentum Stock to Buy for September 29th
ZACKS· 2025-09-29 13:46
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, September 29th:Corning (GLW) :This company which developed its glass technologies to produce advanced glass substrates that are used in a large number of applications across multiple markets, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.1% over the last 60 days.Corning' shares gained 51.5% over the last three month compared with t ...
New Strong Buy Stocks for September 29th
ZACKS· 2025-09-29 11:01
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Phillips 66 (PSX) : This diversified and integrated energy company which operates 13 refineries, primarily in the United States, with a total refining capacity of 2.2 million barrels per day, has seen the Zacks Consensus Estimate for its current year earnings increasing 12.9% over the last 60 days.ScanSource (SCSC) : This company which serves North America as a value-added distributor of specialty technologies, including automatic ident ...
Decentralized System: A Complete Guide To How They Work
Medium· 2025-09-29 07:32
Decentralized System: A Complete Guide To How They WorkBlockByte6 min read·Just nowJust now--Press enter or click to view image in full sizeDid you ever think that digital systems may be run without the involvement of any central agency? Blockchain and peer-to-peer systems have allowed us to rethink the storage, distribution, and processing of data. Lying at the core of the technology is a decentralized system.When compared to conventional centralised systems, a decentralized system allows many nodes to coe ...
摩根士丹利资本支出追踪,数据中心与其他领域对比_ MS Capex Tracker, Data Center vs Everything Else
摩根· 2025-09-29 03:06
行业投资评级 - 北美多行业评级为"具吸引力" [7] 核心观点 - 美国未来12个月资本支出意愿已加速至+20% 较年初+10%大幅提升 完全由数据中心驱动 [1][3] - 制造业资本支出有望在2026年进一步加速 基于关税政策明朗化和10倍利润提升的重组主题 [4][8] - 研究报告看好美国资本支出相对于国际支出的前景 对消费领域保持谨慎态度 [3] 资本支出趋势分析 - hyperscalers(超大规模企业)资本支出增长+78% 科技硬件+20% 公用事业+18% 航空+12% [9] - 资本支出变化率领先者:hyperscalers +38% 科技硬件 +20% 公用事业 +2% [12] - 资本支出落后行业:IT(除微软和甲骨文)-14% 化学品-9% 汽车-7% 食品饮料-6% 半导体-4% 能源-3% [9] 重点推荐公司 - 最佳定位公司:Trane Technologies、伊顿、江森自控、Vertiv、罗克韦尔自动化、Acuity [3] - 固定投资相关公司:罗克韦尔自动化、Acuity、Hubbell [3] - 消费支出相关公司:Lennox International、开利全球、史丹利百得、3M [3] 政策环境影响 - 特朗普2.0政策目标是对国家1.2万亿美元贸易赤字进行"战略再平衡" [8] - 政策将推动国内生产和投资增加 为美国市场服务的公司面临重大机遇 [8] - 国际资本支出面临挑战 主要买家撤回投资使得产能增加难以合理化 [8]
Viridian Therapeutics: De-Risked Leadership In Thyroid Eye Disease
Seeking Alpha· 2025-09-26 14:56
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
Asian Markets Trade Mostly Lower
RTTNews· 2025-09-26 03:08
Asian stock are trading mostly lower on Friday, following the broadly negative cues from Wall Street overnight, as U.S. President Donald Trump announced a new round of tariffs ranging from 25 to 100 percent on upholstered furniture, kitchen cabinets, heavy trucks and branded drugs starting October 1. Asian markets ended mixed on Thursday.Renewed uncertainty about the outlook for interest rates also weighed on the markets following the release of some largely upbeat U.S. economic data.Traders now await the ...
Southern Company (NYSE:SO) Overview and Financial Performance
Financial Modeling Prep· 2025-09-25 22:03
公司业务与市场地位 - 公司是美国主要能源供应商 业务涵盖电力公用事业和基础设施服务 通过Southern Telecom等子公司运营电信业务[1] - 公司在公用事业领域与Duke Energy及NextEra Energy等能源巨头竞争[1] - 市场估值达1031.5亿美元 今日交易量2891135股[4] 股价表现与分析师观点 - 摩根士丹利分析师David Arcaro设定92美元目标价 当前股价93.77美元存在轻微高估[2][5] - 当日股价下跌0.65美元 跌幅0.68% 交易区间93.63-95.06美元[2][4] - 过去一年股价波动区间为80.46-96.44美元[4][5] 战略合作与业务拓展 - Southern Telecom与Seimitsu合作成立SouthernWaves光纤网络服务[3][5] - 结合公司暗光纤资源与Seimitsu的亮服务 增强美国东南部数字基础设施[3] - 合作支持亚特兰大市中心南部等区域发展项目[3]
BP p.l.c. - Special Call
Seeking Alpha· 2025-09-25 19:57
PresentationSpencer DaleGroup Chief Economist Welcome, everyone. I'm Spencer Dale, BP's Chief Economist. And thank you all for sparing the time to join us today for the launch of this year's Energy Outlook, both here in BP's headquarters in St. James, London, and virtually around the world where, at last count, we have really quite several thousand people joining online. So you're all very welcome. And again, thank you for sparing your time. We don't take your time for granted. We will try and make this ses ...
How To Profit From AI Correction: 5 Defensive Plays And 4 Sectors Set To Surge - iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC), United States Copper Index Fund ETV (ARCA:CPER)
Benzinga· 2025-09-25 16:09
The artificial intelligence sector is showing critical warning signs that suggest a significant correction may be approaching. Recent market analysis reveals that AI stocks, particularly the “Magnificent Seven,” have been making lower highs since December 2024, diverging from broader market performance – a pattern that historically precedes major corrections.The I/O Fund, for example, has been 100% hedged since December 27th. Bridgewater Associates quietly rotated out of tech. With AI unicorn valuations rea ...
Market "Churn" Good Long-Term, Mind "Speculative" Utility Plays
Youtube· 2025-09-25 15:01
live. It's time now for the big picture. Let's welcome in the team from Charles Schwab.Joe Maza, head trading derivative strategist. Charles Schwab and Cooper Howard, director and fixed income strategist, Schwab Center for Financial Research. Let's start with you, Joe.We've been talking about a lot of um a lack of breadth in this market. You know, concentration risk. There's just a handful of names that, you know, continue to help chug things along.Why is that important. Why are you watching that. Well, I I ...