With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Carnival Corp (NYSE: CCL) to report quarterly earnings at $1.32 per share on revenue of $8.10 billion before the opening bell, according to data from Benzinga Pro. Carnival shares gained 0.1% to $30.65 in after-hours trading.Analysts are expecting Progress Software Corp (NASDAQ: PRGS) to post earnings at $1.30 per share on revenue of $240.11 million for the ...

halbergman/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump will try to fire Powell this week? (1:39) There’s a lot of ifs this coming week. Fed Chairman Jay Powell could get more dovish on cuts this year IF the September jobs numbers show a drop in payrolls. But that’s only IF President Donal Trump doesn’t try to fire Powell b ...

CNBC's Jim Cramer on Friday told investors what to look out for next week on Wall Street, including the latest's nonfarm payroll report and earnings from Paychex and Nike."The employment number lords over all other entries here. Call me concerned because I know that some parts of the economy — anything connected to this data center — are overheating. But another part, autos homes, retailers, are dreadful," he said. "Can Jay Powell save the rest of the economy without taking the data center economy to a boil ...

The bull market in U.S. stocks might not see much more than a pause for the rest of this year, despite the S&P 500's lofty valuation, according to Morgan Stanley's Andrew Slimmon. ...

I'm Susan Chinsky with Morning Star. Most everyone agrees that Warren Buffett is one of the greatest investors of all time. He's assembled a collection of solid businesses that make up Berkshire Hathaway's portfolio.Most of these Warren Buffett stocks look fairly valued according to Morning Star, but some of these stocks are overpriced. So today we're looking at the three most overvalued stocks in Berkshire Hathway's portfolio as of midseptember. Even though Berkshire Hathaway holds them, Morning Star think ...

投资组合调整 - 削减Northern Trust Corp持股158,349股 减持比例47.22% 反映对财富管理行业费率压缩或宏观逆风的潜在担忧 [1] - 减持JM Smucker Co共68,878股 减持幅度35.16% 可能因投入成本通胀和消费者偏好变化而获利了结 [2] - 出售Charles Schwab Corp达112,370股 减持比例33.48% 与利率相关利润率压力或零售交易热情消退后的交易活动减少相关 [3] 行业配置变化 - 对工业机械公司Kennametal减持267,930股 减持幅度30.91% 显示对制造业需求放缓或资本支出放缓的谨慎立场 [4] - 削减CBRE Group Inc房地产服务公司持股25,409股 减持比例18.12% 反映对远程办公趋势和高融资成本下商业地产行业的担忧 [5] 投资策略转向 - 投资组合向高确信度标的集中 应对宏观环境变化和估值顾虑 [5]

CONCLUDED Stock Market News From Sept. 11, 2025: S&P 500 Hits New High The Dow has passed a key threshold in intraday trading. The blue-chip index is now on track to close above 46,000 for the first time on record. It would also be the first time that the index has reached a 1,000 point milestone in 2025 after closing at 45,000 191 trading days ago. The biggest contributor to this 1,000 point gain for the Dow has been Goldman Sachs, while stock of insurer UnitedHealth Group has subtracted the most points. T ...

投资服务核心特点 - 提供模型投资组合及买卖提醒服务 帮助投资者构建产生持续收益的投资组合[1][2] - 包含优先股和婴儿债券投资组合 适合保守型投资者选择[2] - 设有活跃社区聊天功能 投资者可直接与服务团队领袖交流[2] - 配备股息和投资组合追踪工具 提供定期市场更新[2] - 服务理念强调社区化和教育功能 主张集体投资模式[2] 收益表现与退休规划 - 采用收益投资法产生强劲回报 使退休投资压力更小且更直接[1] - 通过构建收益型投资组合实现数千美元成本节约 无需卖出资产即可获得退休资金[1] 研究团队构成 - 由Treading Softly Beyond Saving Philip Mause和Hidden Opportunities等多位分析师共同支持[4] - 所有投资建议均受到持续监控 并为会员独家提供买卖提醒[4] 持仓披露 - 分析师通过股票所有权、期权或其他衍生工具持有CSWC的多头头寸[3]

公司业务与定位 - Evercore Inc 在咨询市场的大盘股领域运营 是一家大型机构[2] - 公司企业融资活动表现优异 咨询业务保持稳健增长 非并购业务贡献显著[2] - 投资团队Valkyrie Trading Society专注于发达市场的高确信度投资机会 采用纯多头策略[3] 投资策略与产品 - The Value Lab提供纯多头价值投资策略 专注于国际错估股票 目标投资组合收益率约4%[1] - 投资组合提供实时更新 24/7问答服务 全球市场新闻报告 会员股票建议反馈等服务[2] - 投资策略注重下行风险控制 在当前经济环境下追求非相关性和超额回报[3] 业绩表现 - The Value Lab投资团队在过去5年取得优异业绩表现[1] - 投资策略需要通过深入参与国际市场来实现收益[1]

财务表现 - 2025年第二季度净利润2170万美元，同比增长111%，基本每股收益2.06美元，同比增长108% [1][20] - 季度总收入3.732亿美元，同比增长12.9%，其中财富管理业务收入2.464亿美元（+5.1%），资本市场业务收入1.230亿美元（+33.5%） [1][8][12] - 税前利润3220万美元，同比翻倍（+103%），有效税率从35.3%降至32.7% [5][20] 业务板块分析 财富管理 - 资产管理规模（AUM）达528亿美元创纪录，带动咨询费收入1.256亿美元（+7.2%），但现金清算余额下降导致存款利息收入减少620万美元 [3][8][14] - 零售交易佣金收入5479万美元（+3.6%），财务顾问人数从934人微降至927人 [8][14] - 税前利润率25.5%，略低于去年同期的27.4%，主要因技术支出和差旅费用增加 [11] 资本市场 - 投行业务收入4339万美元（+62.5%），其中咨询费2249万美元（+83%），固定收益承销费606万美元（+115%） [13][19] - 销售交易业务收入7890万美元（+21.9%），股票和固定收益交易分别增长20.2%和23.6% [13][19] - 税前亏损收窄至386万美元，去年同期亏损2178万美元，费用收入比从79.5%降至65.5% [12][13] 市场环境与战略 - 二季度初贸易政策引发市场波动，但关税暂停后纳斯达克和标普500指数创新高，带动AUM增长89亿美元 [2][14] - 公司保持零杠杆资产负债表，股东权益达8.969亿美元创新高，季度回购9855股股票 [5][15] - 投行业务受益于资本市场重新开放，承销和咨询业务量提升，管理层对下半年交易量持续增长持乐观态度 [4][19] 运营数据 - 总薪酬费用占比64.1%，低于去年同期的66.8%，非薪酬费用增长22%主要来自技术和差旅支出 [20][14] - 每股账面价值85.27美元，每股有形账面价值68.25美元，均创历史新高 [5][6] - 宣布季度股息每股0.18美元，将于2025年8月29日派发 [20]