Daily Briefs

Context: Central Bank rate decisions, index changes and political events can move markets and affect volatility. Exchange holidays and option expiration schedules might influence liquidity on these days.
Highlights: The week of July 7 to July 11 is packed with the expiration of the pause on reciprocal tariffs, two Central Bank decisions, and options expiries.
Why Read: Plan ahead and take into account known market events when making investment and trading decision.

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Jul 06

Daily Brief Consumer: Gabriel India, Bike O & Co Ltd, Chewy , Tripadvisor Inc, RH, TSE Tokyo Price Index TOPIX, Carmax Inc, Jm Smucker Co, Kroger Co and more

By Smartkarma Daily Briefs | Consumer, Daily Briefs

In today’s briefing:

Event Driven: Gabriel India Restructuring ~ From Shock Absorbers to a Diverse Mobility Leader
Bike O & Co Ltd (3377 JP): 1H FY11/25 flash update
Chewy: Can The Reimagined Vet Clinics & Chewy+ Become The Future of Pet Care?
TripAdvisor Just Got a Starboard Jolt: Why the Activist Stake Could Reshape the Travel Giant
RH: The Launch Of A New European Expansion Strategy Can Up Their Global Luxury Game!
Will Management that Incorporates Cost of Capital Be Fully Implemented 7 Years from Now, in 2028?
CarMax Inc.: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond!- Major Drivers
J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?
Kroger Powers Ahead with Disruptive Pricing, Smart Automation, & Digital Expansion!

Event Driven: Gabriel India Restructuring ~ From Shock Absorbers to a Diverse Mobility Leader

By Nimish Maheshwari

On July 2nd, Gabriel India (GABR IN) announced its strategic restructuring plan, merging key entities to diversify its business and unlock significant shareholder value.
The merger increases promoter shareholding from 55% to 63.5%, with projected EPS accretion of 41%.
This move positions Gabriel India as a multi-product leader, enhancing global OEM partnerships and boosting market presence in key automotive segments.

Bike O & Co Ltd (3377 JP): 1H FY11/25 flash update

By Shared Research

In 1H FY11/25, revenue was JPY18.7bn (+13.2% YoY), with operating profit of JPY321mn and net income of JPY186mn.
Wholesale unit sales increased, retail unit sales declined, but higher average unit prices boosted revenue and gross profit.
SG&A expenses decreased by 3.3% YoY, contributing to improved profitability, with a workforce of 1,037 employees.

Chewy: Can The Reimagined Vet Clinics & Chewy+ Become The Future of Pet Care?

Chewy Inc., a prominent player in the pet e-commerce space, presented an overall positive first-quarter performance for fiscal year 2025, emphasizing growth initiatives and financial health.
Chewy reported an 8.3% year-over-year increase in net sales, reaching $3.12 billion, surpassing their guidance estimates.
This growth was largely driven by robust demand across consumables and health and wellness product categories, with a notable year-over-year hardgoods sales increase of 12.3%.

TripAdvisor Just Got a Starboard Jolt: Why the Activist Stake Could Reshape the Travel Giant

TripAdvisor has been thrust back into the spotlight following activist investor Starboard Value’s disclosure of a 9% stake in the company.
The move comes on the heels of major strategic shifts at the travel-review giant, including the completion of its buyout of Liberty TripAdvisor Holdings, the removal of its dual-class share structure, and a renewed push to stabilize its legacy business while scaling up its Viator and TheFork segments.
The investment, estimated at around $160 million, instantly made Starboard one of TripAdvisor’s top shareholders and sent the stock surging more than 16% on the news.

RH: The Launch Of A New European Expansion Strategy Can Up Their Global Luxury Game!

The latest financial results of Restoration Hardware Holdings, Inc. (RH) for the first quarter of fiscal 2025 portray a company navigating multiple challenges with a strategic approach aimed at long-term growth rather than immediate short-term gains.
RH reported a 12% increase in revenue, attributed to their significant investments in product elevation and platform expansion despite facing uncertainty due to tariffs and a struggling housing market.
A key positive indicator for RH is their international expansion, particularly in Europe, where demand at RH England increased substantially by 47% in the gallery and 44% online.

Will Management that Incorporates Cost of Capital Be Fully Implemented 7 Years from Now, in 2028?

By Aki Matsumoto

Considering that it took seven years to finally begin reducing policy-held shares, it seems reasonable to assume that many companies will begin seriously incorporating capital costs into management in 2028.
TSE states that while Prime Market has most companies whose initiatives are out of step with investors’ perspectives, companies whose initiatives are highly regarded by investors show superior stock performance.
TSE appears to be placing its hopes on efficient market hypothesis. However, investors need to see increase in capital profitability that will convince them of the path to value creation.

CarMax Inc.: The 6 Key Drivers Shaping Its Performance in 2025 & Beyond!- Major Drivers

CarMax delivered robust results in its fiscal 2026 first quarter, showcasing strengths and pinpointing areas for growth.
Positives included achieving its fourth consecutive quarter of positive retail unit comp growth and double-digit earnings per share (EPS) expansion, marking a 42% increase in EPS year-over-year.
This growth was attributed to a 9% increase in total retail unit sales, solid retail gross profits per used unit at a historic high, and an effective omnichannel shopping model that blends in-store and online customer experiences.

J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?

The J.M. Smucker Company’s recent earnings provide a mix of insights into both the challenges and strategic maneuvers that are shaping its fiscal 2025 outlook.
The company is grappling with significant cost pressures, notably from increased green coffee costs and the impact of tariffs, which has somewhat reshaped its earnings expectations.
Despite these hurdles, Smucker is employing a balanced approach, taking firm steps to maintain market share and profitability through pricing strategies and focused marketing investments.

Kroger Powers Ahead with Disruptive Pricing, Smart Automation, & Digital Expansion!

The Kroger Co.’s recent earnings highlighted a period of strategic adjustments and strength in key segments that influenced the company’s performance.
As outlined by CEO Ronald Sargent, these shifts encompass both operational and strategic domains, aimed at positioning the company for sustainable growth while responding to external market forces.
On the positive side, Kroger reported a solid first quarter for 2025 with identical sales growth, excluding fuel and adjustment items, at 3.2%, and a 4% increase in adjusted net earnings per diluted share to $1.49.

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Jul 06

Most Read: Thakral Corp, Greatland Gold, FWD Group Holdings, Taishin Financial Holding, IFBH, Contact Energy, Mazagon Dock Shipbuilders , Hang Seng Index, Lepu Biopharma, Kawasaki Heavy Industries and more

By Smartkarma Daily Briefs | Daily Briefs, Most Read

In today’s briefing:

Gemlife (GLF AU): Index Inclusions Start Later This Year
Greatland Resources (GGP AU): Big Index Inclusions for Recent IPO
FWD Group (1828 HK): Offering Details & Index Entry Timeline
Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in July
HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent IPOs Could Be Added
Contact Energy/Manawa Energy: Index Flows as Deal Nears Completion
AMFI Stock Reclassification Preview (Jun 2025): Active Flows Lead to Passive Flows
Hong Kong Single Stock Options Weekly (June 30 – July 04): Narrowing Breadth and Rising Put Activity
Lepu Biopharma (2157 HK): Placing Shares As ADC Pipeline Products Entering Harvesting Stage
Kawasaki Heavy Industries (7012 JP): Sell into Strength

Gemlife (GLF AU): Index Inclusions Start Later This Year

Gemlife (GLF AU) is looking to raise A$750m in a primary offering, valuing the company at A$1.58bn. The stock is expected to start trading on 3 July.
The Puljich family and Thakral Corp (THK SP) are escrowed on their shares till mid 2026 at the earliest.
Gemlife (GLF AU) could be added to global indexes in November and December this year, but S&P/ASX 300 Index inclusion could take place only in March 2026.

Greatland Resources (GGP AU): Big Index Inclusions for Recent IPO

Greatland Resources (GGP AU) started trading on the ASX Ltd (ASX AU) on 24 June after selling shares worth A$504m in a primary and secondary offering across Australia/UK.
Greatland has a full market cap of A$4.9bn and a high free float since Greatland Gold Plc (GGP LN) was listed on the AIM market of the London Stock Exchange.
Given the large market cap and high float, the stock could be added to multiple indices over the next few months.

FWD Group (1828 HK): Offering Details & Index Entry Timeline

FWD Group Holdings (FWD HK) is looking to raise up to HK$3.99bn (US$508m) in its IPO, valuing the company at HK$48.82bn (US$6.22bn).
Cornerstone investors will take up more than half the base offering and that will delay index inclusion to well into 2026.
FWD Group Holdings (FWD HK) could be added to the HSCI Index and Southbound Stock Connect in December. That could bring some buying into the stock from mainland investors.

Taishin (2887 TT)/Shin Kong (2888 TT) Merger: Index Flows in July

Taishin Financial Holding (2887 TT) and Shin Kong Financial Holding (2888 TT) announced a Merger of Equals in August 2024 and completion is expected on 24 July.
Taishin Financial Holding (2887 TT) has underperformed its peers over the last 18 months while Shin Kong Financial Holding (2888 TT) has underperformed its peers following the merger announcement.
There will be passive flows in the merged entity following the completion of the merger and could help reverse some of Taishin Financial Holding (2887 TT)‘s underperformance.

HSCI Index Rebalance Preview and Stock Connect (Sep 2025): Plenty of Recent IPOs Could Be Added

We see 28 potential and close adds and 34 potential and close deletes for the Hang Seng Composite Index in September. Some of the stocks are close on market cap/liquidity.
A lot of the potential adds are very recently listed stocks that have a limited trading history. The low free float could lead to price spikes in the stocks.
There are stocks that have a very high percentage of holdings via Stock Connect and there could be some unwinding prior to the stocks becoming Sell-only.

Contact Energy/Manawa Energy: Index Flows as Deal Nears Completion

Contact Energy (CEN NZ) is acquiring Manawa Energy Ltd (MNW NZ) for NZ$1.12/share in cash and 0.583 Contact Energy shares for each share of Manawa Energy.
Manawa Energy (MNW NZ) is expected to stop trading after the close on 7 July. There will be passive inflows for Contact Energy (CEN NZ) due to increased index shares.
As a replacement for Manawa Energy Ltd (MNW NZ), there will be an ad hoc inclusion to the S&P/NZX 50 Index at the close of 7 July.

AMFI Stock Reclassification Preview (Jun 2025): Active Flows Lead to Passive Flows

We forecast 10 stocks moving from MidCap to LargeCap, 11 stocks moving from LargeCap to MidCap, 10 stocks from SmallCap to MidCap, and 13 stocks from MidCap to SmallCap.
From the new listings, 1 stock is expected to be added to Large cap, 2 stocks are expected to be added to Mid Cap, and multiple stocks to Small Cap.
There are multiple stocks among the AMFI changes that will be changes for global indices, NIFTY Index, NSE Nifty Next 50 Index and/or Nifty Midcap 150 Index in September.

Hong Kong Single Stock Options Weekly (June 30 – July 04): Narrowing Breadth and Rising Put Activity

By John Ley

Hong Kong single stocks traded lower in a holiday-shortened week.
Breadth pulled back sharply from the previous week’s extremes and Put activity picked up noticeably across single stock options.
Intervention in HKD continues to ramp steadily higher with HKD bumping along top of the range.

Lepu Biopharma (2157 HK): Placing Shares As ADC Pipeline Products Entering Harvesting Stage

By Tina Banerjee

Lepu Biopharma (2157 HK) is placing 93.8M shares at the placing price of HK$5.02 per H Share. The net proceeds from the placing are expected to be approximately HK$463M.
The company intends to use the proceeds for conducting clinical trial, commercialization, and marketing of the core products, and to fund R&D of new products.
Lepu ended 2024 with a cash balance of RMB401M, which has been augmented by the upfront payment from recent BD deal. The company need not raise fund in near-term.

Kawasaki Heavy Industries (7012 JP): Sell into Strength

By Scott Foster

KHI has retreated 12% from its June 30 high, but is still 69% above its April low, despite guiding for a decline in orders and weak profits in FY Mar-26.
Orders from Japan’s Ministry of Defense are forecast to drop from ¥772.3 billion to ¥400 billion this fiscal year, while the overall profit of the Aerospace division drops 14%.
The potential impact of U.S. tariffs on Power Sports & Engines is not factored into guidance, offsetting what otherwise seem to be conservative assumptions.

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Jul 05

Daily Brief Singapore: SGX Rubber Future TSR20 and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Tire Giants Redraw India Playbooks; Indian Firms Rework Overseas

Tire Giants Redraw India Playbooks; Indian Firms Rework Overseas

By Vinod Nedumudy

Continental, Michelin, Bridgestone pivot to premium with local focus
MRF expands in EV, defence, and export markets amid capacity growth
Apollo restructures in Europe, bolstering premium bicycle

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Jul 05

Daily Brief South Korea: Samsung Heavy Industries and more

By Smartkarma Daily Briefs | Daily Briefs, South Korea

In today’s briefing:

Samsung’s Vietnam Pivot: Small Deal, Big Signal

Samsung’s Vietnam Pivot: Small Deal, Big Signal

By Rahul Jain

SHI has signed an MoU with PetroVietnam Shipyard to build two Suezmax and two LR2 tankers, marking its first move into Vietnam.
With Geoje running at 117% utilization, SHI has outsourced over 12 Suezmax tankers to PaxOcean Zhoushan and holds ~$3–3.5 billion in tanker backlog.
While modest in scale, the Vietnam deal could reshape SHI’s outsourcing model—diversifying away from China and laying the groundwork for a longer-term shift in global production strategy.

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Jul 05

Daily Brief Thematic (Sector/Industry): SEBI Vs Jane Street: India’s Most Shocking Index Manipulation Case Yet and more

By Smartkarma Daily Briefs | Daily Briefs, Thematic (Sector/Industry)

In today’s briefing:

SEBI Vs Jane Street: India’s Most Shocking Index Manipulation Case Yet
Japan Strategy Weekly | Positioning Caution Ahead of Tariff Risk
India’s K-Shaped Consumption: A Deep Dive into the RBI’s Latest Warnings
AUCTUS ON FRIDAY – 04/07/2025
Japan Steel: From Domestic Giant to Export-Driven Value Play

SEBI Vs Jane Street: India’s Most Shocking Index Manipulation Case Yet

By Nimish Maheshwari

SEBI has cracked down on Jane Street Group, a global trading giant, for manipulating the BANKNIFTY index during expiry days using coordinated cash and F&O trades.
The Group allegedly pushed up prices in morning sessions to create misleading signals, and then profited massively by taking opposite positions in options.
SEBI estimates illegal gains of INR 43,289 crore in Index Options over a two-year period, primarily through this strategy.

Japan Strategy Weekly | Positioning Caution Ahead of Tariff Risk

By Mark Chadwick

Japanese equities reversed early gains to close lower on the week (Nikkei -0.8%, Topix -0.4%) after breaching the 40,000 level on Monday
Trade friction is re-emerging as a key geopolitical overhang ahead of the July 9 tariff deadline
Yaskawa’s profit guidance cut (FY26 OP -14% YoY to ¥43bn vs prior +20%) signals subdued industrial capex ahead, with tariff policy weighing on visibility in FA demand

India’s K-Shaped Consumption: A Deep Dive into the RBI’s Latest Warnings

By Sudarshan Bhandari

RBI’s latest report shows India’s consumption growth is increasingly driven by the wealthy, using more credit, while lower-income groups show stress.
This K-shaped recovery raises concerns about inclusive growth, as benefits are concentrated, limiting broad-based economic stability and job creation.
While overall growth may appear strong, the uneven distribution of consumption highlights the need for policies promoting broader financial access for sustainable development.

AUCTUS ON FRIDAY – 04/07/2025

By Auctus Advisors

Chariot (CHAR LN)C; Under review: Potential demerger – The management of Chariot is considering splitting the company in two entities, one focusing on upstream oil and gas and the other on renewable power.
The latter will also house the hydrogen and water assets.
Pending further details, we are placing the company under review.

Japan Steel: From Domestic Giant to Export-Driven Value Play

By Rahul Jain

Once driven by domestic infrastructure and shipbuilding, Japan’s steel industry is now navigating aging demand and declining consumption by pivoting to exports and specialty steel.
Japanese steelmakers are embracing high-grade flat steel exports, electric arc furnace (EAF) transitions, and decarbonization-linked innovation — while deepening select offshore bets like AM/NS India and JSW Steel.
JFE offers deep value via JSW exposure; Kobe adds margin stability through EAF and engineering, while Nippon faces capex strain and U.S. Steel integration risk.

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Jul 05

Daily Brief Quantitative Analysis: Hong Kong Buybacks Weekly (Jul 4th): Tencent and more

By Smartkarma Daily Briefs | Daily Briefs, Quantitative Analysis

In today’s briefing:

Hong Kong Buybacks Weekly (Jul 4th): Tencent, AIA, Kingsoft
CSI 500 Index Earning Revision (Jun): Henan Shenhuo Coal & Power, Guangxi Liugong Machinery

Hong Kong Buybacks Weekly (Jul 4th): Tencent, AIA, Kingsoft

By Ke Yan, CFA, FRM

We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jul 4th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Kingsoft (3888 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Chow Tai Fook Jewellery (1929 HK).

CSI 500 Index Earning Revision (Jun): Henan Shenhuo Coal & Power, Guangxi Liugong Machinery

By Ke Yan, CFA, FRM

We analysed the earning revision of component stocks of CSI 500 in the past month.
We tabulated stocks with the top impact on index’s EPS, stocks’ EPS revision, and revenue revision.
We highlighted EPS revision on Henan Shenhuo Coal & Power, Guangxi Liugong Machinery, Inner Mongolia Dian Tou Energy, Suzhou Dongshan Precision Manufacturing, Shenergy, Maanshan Iron & Steel, Yonghui Superstores.

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Jul 05

Daily Brief Australia: Commonwealth Bank of Australia, Perseus Mining, REA Group Ltd, ANZ Group Holdings and more

By Smartkarma Daily Briefs | Australia, Daily Briefs

In today’s briefing:

Commonwealth Bank of Australia (CBA AU) Outlook Amid Overblown Passive Inflows And NIM Pressures
Perseus Mining (PRU AU) Vs. Capricorn Metals (CMM AU): Statistical Gold Trade Hits Target
REA Group (REA AU) Vs. News Corp (NWS AU): Owner Diverges From Its Growth Engine
ANZ Group (ANZ AU) Vs. National Australia Bank (NAB AU): Banking on Statistical Arbitrage Pays Off

Commonwealth Bank of Australia (CBA AU) Outlook Amid Overblown Passive Inflows And NIM Pressures

By Nico Rosti

Commonwealth Bank of Australia (CBA AU)’s shares have surged >80% since November2023, outpacing its underlying profit growth and dividend yields. Passive‐index ETF reallocations are the primary driver of this rally.
A Reuters poll forecasts the RBA will cut rates by 25 bps to 3.60% on July 8—with further cuts likely into year‐end. This will compress NIMs, a key earnings driver for CBA.
This insight marks the start of our coverage for CBA: the stock closed this week down (CC -1) reaching oversold levels, it can bounce but the rally potential appears limited.

Perseus Mining (PRU AU) Vs. Capricorn Metals (CMM AU): Statistical Gold Trade Hits Target

Context: This article provides an update on a previously identified pair trading opportunity between Perseus Mining (PRU AU) and Capricorn Metals (CMM AU), based on statistical mean reversion analysis.
Key Insights: The trade has now reached its exit signal as the price ratio reverted to its one-standard deviation band, yielding a positive return.
Why Read: For investors interested in quantitative trading strategies, this article demonstrates how statistical arbitrage can generate short-term alpha and highlights actionable similar opportunities in the current market.

REA Group (REA AU) Vs. News Corp (NWS AU): Owner Diverges From Its Growth Engine

Context: The REA Group Ltd (REA AU) vs. News Corp (NWS AU) Price-Ratio has deviated more than two standard deviations from its one-year average, presenting a potential relative value opportunity.
Highlights: Statistical mean reversion suggests going long REA Group Ltd (REA AU) and short News (NWS AU). A target return is provided. News Corp is the majority owner of REA.
Why Read: Essential for quantitative traders seeking mean-reversion opportunities, with detailed execution framework, risk management protocols, and historical simulation showing the statistical basis for this relative value play.

ANZ Group (ANZ AU) Vs. National Australia Bank (NAB AU): Banking on Statistical Arbitrage Pays Off

Context: This article provides an update on the Insight Long ANZ (ANZ AU), Short National Australia Bank (NAB AU): Banking on Statistical Arbitrage, published on 22 June 2025.
Key Insights: The trade has hit its exit signal as the price ratio reverted to its one-standard deviation band, yielding a positive return.
Why Read: For investors interested in quantitative trading strategies, this article demonstrates how statistical arbitrage can generate short-term alpha and highlights actionable similar opportunities in the current market.

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Jul 05

Daily Brief United States: Verint Systems, Netflix Inc, Crude Oil, Ambarella Inc, Peraso , Pinterest , Core Scientific and more

By Smartkarma Daily Briefs | Daily Briefs, United States

In today’s briefing:

Verint Systems: Why Thoma Bravo May Be Eyeing This Flat-Growth AI Play!
Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!
[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook
Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival’s Radar
Why Mobix Labs Wants Peraso: The Surprising Value Behind a Loss-Making mmWave Pioneer!
Pinterest’s Hidden Comeback: Why This Social Stock May Still Surprise Wall Street
Core Scientific’s $3.7 Billion Puzzle: Why CoreWeave Might Be Ready to Buy a Loss-Making Giant

Verint Systems: Why Thoma Bravo May Be Eyeing This Flat-Growth AI Play!

Verint Systems Inc. presented its Q1 2026 earnings results, showcasing a strong beginning to the fiscal year.
The company reported accelerated annual recurring revenue (ARR) growth of 6%, with total revenue of $208 million and non-GAAP diluted earnings per share (EPS) of $0.29, both surpassing guidance expectations.
This positive performance was primarily attributed to the company’s expanding AI momentum, led by its AI-powered bots and CX automation platform.

Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!

Netflix, once the poster child for prestige TV and high-budget scripted series, is now rewriting its own playbook.
In a strategic pivot to broaden its appeal, the streaming giant is aggressively moving into unscripted entertainment, including music competitions, celebrity interviews, global live events, and talent shows.
Among the most notable developments, Netflix is set to debut Building the Band, a reality competition blending the secrecy of Love Is Blind with the structure of The Voice, hosted by Backstreet Boys’ AJ McLean.

[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook

By Suhas Reddy

For the week ending 27/Jun, U.S. crude inventories rose by 3.8m barrels (vs. expectations of a 3.5m barrel decline). Gasoline stockpiles rose more than expected.
The EIA reported a 55 Bcf storage build, while analysts forecasted a 48 Bcf increase. Storage levels are 6.2% above the five-year average but 5.6% below year-ago levels.
BlackRock may offload its gas pipeline stake back to Aramco, while JP Morgan cut its 12-month PT on SLB and Goldman Sachs did the same for Halliburton.

Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival’s Radar

Ambarella Inc., the Santa Clara-based semiconductor designer known for its AI-enabled imaging chips, is reportedly exploring strategic options—including a potential sale.
The company has engaged bankers and quietly approached potential acquirers, according to Bloomberg.
Shares of Ambarella surged over 21% on the news, pushing its market capitalization to approximately $2.6 billion.

Why Mobix Labs Wants Peraso: The Surprising Value Behind a Loss-Making mmWave Pioneer!

Peraso Inc. reported its financial performance for the first quarter of 2025, unveiling a combination of significant advancements and continuing challenges faced by the company.
The firm’s revenues reached $3.9 million, up from $2.8 million in the same quarter of the previous year, showing a clear year-over-year growth.
This expansion was driven primarily by increased shipments of millimeter wave (mmWave) products, indicating their growing market acceptance.

Pinterest’s Hidden Comeback: Why This Social Stock May Still Surprise Wall Street

Pinterest, once seen as an also-ran in the social media race, is quietly engineering one of the most data-driven comebacks in the digital advertising world.
With its Q1 2025 results showing a 16% year-over-year revenue increase to $855 million and monthly active users (MAUs) hitting a record 570 million (+10% YoY), Pinterest is demonstrating clear traction.
The platform’s focused evolution—from a passive pinboard to an AI-powered visual discovery engine with deep commerce integrations—is attracting attention across investor circles.

Core Scientific’s $3.7 Billion Puzzle: Why CoreWeave Might Be Ready to Buy a Loss-Making Giant