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| 25.08.25 04:08:08 |
DoorDash (DASH) Expands McDonald’s Partnership to Boost Growth and Access |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
DoorDash, Inc. (NASDAQ:DASH) is one of the best stocks to invest in for long-term growth. DoorDash, Inc. (NASDAQ:DASH) and McDonald’s Corporation (NYSE:MCD) have launched a new online direct ordering channel in the US, which allows customers to order McDelivery directly from McDonalds.com via mobile or desktop, without a login, an app, or an account. This is a DoorDash-powered platform that will simplify the process of ordering. It will also expand accessibility and will be fulfilled by DoorDash’s delivery partners, known as Dashers.DoorDash (DASH) Expands McDonald’s Partnership to Boost Growth and Access
Pixabay/Public Domain
This integration aims to remove the friction in the ordering process. This will help McDonald’s digital sales, which have been the fast-food giant’s priority. Meanwhile, the integration could provide DoorDash access to scores of potential customers who may not have used the DoorDash app yet. By integrating with McDonald’s website, the company could increase its overall delivery volume.
The two companies formed a long-term global strategic partnership in 2021. This integration in the US is a part of the ongoing expansion, which supports McDelivery in 29 countries.
DoorDash has seen improved profitability and robust growth. The company reported Q2 2025 results on August 6. It reported $3.28 billion in revenue, growing a solid 24.7% year-over-year, while also beating Wall Street estimates of $3.16 billion. The company has also been able to expand margins. The company reported a net margin of 8.68% for the quarter, higher than the 6.37% it reported in the previous quarter and -5.97% in the same quarter last year.
While we acknowledge the potential of DASH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 10 Best High Growth Consumer Stocks to Buy Now and 10 Best Growth Stocks to Buy According to Analysts
Disclosure: None.
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| 25.08.25 00:41:17 |
Dollar struggles to recover from dovish Powell gut punch |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
(Corrects day of release of U.S. PCE deflator in paragraph 11)
By Kevin Buckland
TOKYO (Reuters) -The U.S. dollar attempted on Monday to pull itself up from a four-week low on the euro after a dovish pivot from Federal Reserve Chair Jerome Powell sent it tumbling more than 1%.
The greenback added 0.2% to $1.1699 per euro early in the Asian day, but remained not far from Friday's low of $1.174225, a level not seen since July 28.
It rose 0.1% to $1.3502 versus sterling following a 0.8% slide in the prior session. It added 0.4% to 147.46 yen, clawing back part of Friday's 1% tumble.
The risk-sensitive Australian dollar briefly leapt to a one-week high of $0.6523 on Monday before pulling back to trade slightly down at $0.6484. In the previous session, it surged 1.1%.
Powell in a closely watched speech at the Fed's annual Jackson Hole symposium on Friday opened the door to an interest rate cut at the central bank's September meeting.
"Downside risks to employment are rising," he told an audience of international economists and policymakers. "And if those risks materialize, they can do so quickly."
Traders are now pricing in 80% odds of a quarter-point rate cut at the September 17 policy meeting, and a cumulative 48 basis points of reductions by year-end, according to LSEG data.
Traders had ramped up bets on a September cut early this month after an unexpectedly weak monthly payrolls report, but hotter-than-expected producer price inflation and strong business activity surveys forced a paring back in the run-up to Jackson Hole.
"Chair Powell's Jackson Hole message cleared the market's low bar for dovishness following a steady erosion in Fed cut pricing," Goldman Sachs analysts wrote in a client note.
"It will be up to the data to determine the pace and depth of cuts."
Key upcoming data points include the Fed's preferred inflation gauge, the PCE deflator, on Friday, and monthly payrolls figures for August, due on Friday of next week.
The dollar has been under additional pressure in recent weeks as U.S. President Donald Trump's attacks on Powell and other Fed policymakers raised concerns about central bank independence.
Fed Governor Lisa Cook became Trump's latest target last week, and on Friday he said he would fire her if she does not resign over allegations about mortgages she holds in Michigan and Georgia.
Trump has repeatedly criticized Powell, first because he has not cut rates this year, and more recently over cost overruns on a renovation of the Federal Reserve building.
(Reporting by Kevin Buckland; Editing by Christopher Cushing) |
| 24.08.25 23:52:51 |
Mizuho downgrades Dayforce stock to Neutral following Thoma Bravo deal |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investing.com - Mizuho downgraded Dayforce (NYSE:DAY) stock rating to Neutral from Outperform and lowered its price target to $70.00 from $80.00 following the announcement of the company’s acquisition deal. The stock has surged approximately 31% in the past week, with InvestingPro data showing the shares are currently trading in overbought territory.
Dayforce announced it has entered into a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at $12.3 billion. The deal values Dayforce at $70 per share, representing a 32% premium to the company’s unaffected share price on August 15, 2025.
A wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA) will also make a significant minority investment in the transaction, according to the announcement.
The transaction is expected to close in early 2026, subject to customary closing conditions and regulatory approvals.
Mizuho indicated it does not expect another bidder to come forward with a higher price offer at this point, supporting its decision to downgrade the stock to Neutral.
In other recent news, Dayforce has announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction valued at $12.3 billion. This acquisition will take Dayforce private, with stockholders receiving $70 per share, representing a 32% premium to the unaffected share price. The deal is expected to close in early 2026, pending shareholder and regulatory approval. Following the announcement, BMO Capital downgraded Dayforce from Outperform to Market Perform, while raising its price target from $67 to $70. Similarly, TD Cowen downgraded the stock from Buy to Hold, also adjusting its price target to $70. These downgrades reflect the terms of Thoma Bravo’s acquisition offer. The developments follow Dayforce’s confirmation of advanced takeover talks with Thoma Bravo, initially reported by Bloomberg, which had earlier caused a significant surge in Dayforce shares.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. |
| 24.08.25 20:48:29 |
SP 500 Futures & Gold Analysis With Targets 8/24/25 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
SP 500 FUTURES & GOLD ANALYSIS
(ESU25) [https://www.barchart.com/quotes/ESU25] (GCZ25) [https://www.barchart.com/quotes/GCZ25]
THERE ARE TWO METHODS WE USE AT ONE44 TO FIND SUPPORT AND RESISTANCE IN THE MARKETS.
THE FIRST ARE MAJOR GANN SQUARES, THESE ARE THE YELLOW HORIZONTAL LINES ON THE CHART.
THE SECOND IS FIBONACCI RETRACEMENTS.
THIS IS OUR LATEST VIDEO ON HOW TO USE THE FIBONACCI RETRACEMENTS WITH THE ONE44 RULES AND GUIDELINES. NEW VIDEO [https://youtu.be/lCxlI0Fpfbw?ref=one44analytics.com]
IN THE UPDATE BELOW WE HAVE THE SWING POINT AND WHAT TO LOOK FOR ABOVE AND BELOW BASED ON THE TWO METHODS OF ANALYSIS.
YOU CAN SIGN UP HERE FOR FREE GOLD, CRUDE OIL, SP500 & BITCOIN UPDATES. [https://landing.mailerlite.com/webforms/landing/e7b3d2?ref=one44analytics.com]
SP 500 FUTURES
ESU25
From last week,
> _THE RALLY THIS WEEK PUT OUT A NEW HIGH AND HAS FOUR CLOSES ABOVE THE 6443.00 MAJOR HIGH AND THIS WILL AGAIN BE THE KEY LEVEL FOR THE WEEK. _
> _USE 6443.00 AS THE SWING POINT FOR THE WEEK AGAIN._
> _Below it,...... ANY SETBACK THAT HOLDS 38.2% BACK TO THE 8/1/25 LOW AT 6408.00 KEEPS THE TREND EXTREMELY POSITIVE AND A NEW HIGH CAN QUICKLY FOLLOW._
IT DID TRADE WELL BELOW 38.2% AT 6408.00 AND HAD ONE CLOSE BELOW IT, HOWEVER FRIDAY'S RALLY CLOSED BACK ABOVE THE 6443.00 MAJOR GANN SQUARE AND THIS WILL AGAIN BE THE KEY LEVEL FOR THE WEEK. THIS RALLY THAT ALL STARTED IN APRIL FROM THE 23.6% RETRACEMENT BACK TO THE 2009 LOW AT 4850.00 HAS HAD FEW SETBACKS AND MOST OF THEM COULD NOT GET BACK TO, OR CLOSE TO A 23.6% RETRACEMENT BACK TO THE APRIL LOW. THE SETBACK ON 4/21/25 HAD ONE CLOSE BELOW 38.2% AT 5265.00 AND THE NEXT DAY WAS RIGHT BACK ABOVE IT AND THE MARKET WENT ON A $700 RALLY. THE NEXT SETBACK FELL SHORT OF 23.6% AT 5720.00 ON 5/23/25 AND THEN WENT ON ANOTHER $700 RALLY. SHOWING HOW STRONG THIS MARKET IS, FOR THE NEXT SETBACK WE HAD TO RETRACE BACK TO THE TIGHTEST LEVEL THAT WE COULD AND THAT WAS ON 5/23/25. THE SETBACK ON 8/1/25 HAD ONE CLOSE BELOW 23.6% BACK TO THE 5/23/25 LOW AT 6290.00, ALSO A MAJOR GANN SQUARE AND WENT ON TO A NEW HIGH. PROVING TO BE EVEN STRONGER THE MARKET COULD NOT TAKE OUT 38.2% BACK TO THE 8/1/25 LOW AT 6408.00, IT ALWAYS NEEDS TWO CLOSE BELOW TO NEGATE THE LEVEL. WE WILL AGAIN BE LOOKING FOR THE LONG TERM TARGETS ABOVE.
USE 6443.00 AS THE SWING POINT FOR THE WEEK AGAIN.
Above it, our long term target area is 7214.00 to 7230.00, this another cluster of major Gann squares just like the 6102.00 to 6142.00 cluster that sent the market down to 4850.00. Before then there are only major Gann squares to look for resistance and then use as the swing point when closed above. The next two are 6594.75 and 6752.00.
Below it, the short term target is the previous major Gann square at 6290.75, this is also 78.6% back to the 8/1/25 low. The longer term target is 23.6% back to the 4/7/25 low at 6116.00. The long term target and swing point is 38.2% back to the same low at 5875.00.
[https://www.one44analytics.com/content/images/2025/08/image-50.png]
GOLD
GCZ25
From last week,
> _THE LOW THIS WEEK HELD THE PREVIOUS MAJOR GANN SQUARE AT 3379.00 AND THIS WILL BE THE KEY LEVEL FOR THE WEEK._
> _USE 3379.00 AS THE SWING POINT FOR THE WEEK._
IT HAD ONE BIG CLOSE BELOW THE 3379.00 MAJOR GANN SQUARE, ONLY TO CLOSE RIGHT BACK ABOVE IT THE NEXT DAY AND THIS WILL AGAIN BE THE KEY LEVEL FOR THE WEEK. ALL OF THE ABOVE/BELOW REMAIN THE SAME FOR THIS WEEK.
USE 3379.00 AS THE SWING POINT FOR THE WEEK AGAIN.
Above it, the short term target is 78.6% back to the 8/8/25 high at 3499.00.The key level to get above in December is the 3543.00 major Gann square and once it can we think the same about another sharp rally like the one from 4/7/25 to 4/22/25. Above it, there are only major Gann squares to look for resistance and then use as the swing point when closed above, the next two are 3611.20 and 3695.90.
Below it, the short term target area is the 3292.00 major Gann square and 78.6% of the 5/15/25 low and 6/16/25 low at 3276.00. The longer term target is 23.6% back to the 4/7/25 low at 6079.00. The long term target is also the long term swing point at 5837.00, this is 38.2% back to the same low.
[https://www.one44analytics.com/content/images/2025/08/image-51.png]
ONE44 ANALYTICS WHERE THE ANALYSIS IS CONCISE AND TO THE POINT
Our goal is to not only give you actionable information, but to help you understand why we think this is happening based on pure price analysis with Fibonacci retracements, _that we believe are the underlying structure of ALL markets_ and Gann squares.
IF YOU LIKE THIS TYPE OF ANALYSIS AND TRADE THE GRAIN/LIVESTOCK FUTURES YOU CAN BECOME A PREMIUM MEMBER [https://www.one44analytics.com/weekly-grain-subscription/].
_You can also follow us on YouTube for more examples of how to use the Fibonacci retracements with the ONE44 rules and guidelines._
_FULL RISK DISCLOSURE: Futures trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Commission Rule 4.41(b)(1)(I) hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance is not necessarily indicative of future results._
_THIS ARTICLE CONTAINS SYNDICATED CONTENT. WE HAVE NOT REVIEWED, APPROVED, OR ENDORSED THE CONTENT, AND MAY RECEIVE COMPENSATION FOR PLACEMENT OF THE CONTENT ON THIS SITE. FOR MORE INFORMATION PLEASE VIEW THE BARCHART DISCLOSURE POLICY HERE [https://www.barchart.com/terms#disclosure]._ |
| 24.08.25 19:09:28 |
Guru Fundamental Report for MCD |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Below is Validea's guru fundamental report for MCDONALD'S CORP (MCD). Of the 22 guru strategies we follow, MCD rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seeks low volatility stocks that also have strong momentum and high net payout yields.
MCDONALD'S CORP (MCD) is a large-cap growth stock in the Restaurants industry. The rating using this strategy is 62% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria. MARKET CAP:PASSSTANDARD DEVIATION:PASSTWELVE MINUS ONE MOMENTUM:NEUTRALNET PAYOUT YIELD:NEUTRALFINAL RANK:FAIL
Detailed Analysis of MCDONALD'S CORP
MCD Guru Analysis
MCD Fundamental Analysis
More Information on Pim van Vliet
Pim van Vliet Portfolio
About Pim van Vliet: In investing, you typically need to take more risk to get more return. There is one major exception to this in the factor investing world, though. Low volatility stocks have been proven to outperform their high volatility counterparts, and do so with less risk. Pim van Vliet is the head of Conservative Equities at Robeco Asset Management. His research into conservative factor investing led to the creation of this strategy and the publication of the book "High Returns From Low Risk: A Remarkable Stock Market Paradox". Van Vliet holds a PhD in Financial and Business Economics from Erasmus University Rotterdam.
Additional Research Links
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 24.08.25 15:46:43 |
Trump has no basis to deploy troops to Chicago, Democratic leader Jeffries says |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
By Idrees Ali
(Reuters) -U.S. President Donald Trump does not have the authority to deploy troops to Chicago, Democratic House of Representatives Minority leader Hakeem Jeffries said on Sunday as the Pentagon carried out initial planning for a possible deployment.
Trump, a Republican, has said he would probably expand his crime crackdown to Chicago, intervening in another city governed by Democrats. And on Sunday he suggested the possibility of deploying troops to Democratic-run Baltimore in Maryland.
U.S. officials, speaking on the condition of anonymity, said there had been initial planning at the Pentagon about what a deployment of National Guard troops to Chicago would look like.
One official said the plans were part of the military’s efforts to anticipate any requests by Trump and noted senior Pentagon officials have not yet been briefed on them. It is not uncommon for the Pentagon to plan for potential deployments before formal orders are given.
Jeffries said any move to deploy troops to Chicago was an attempt by Trump to manufacture a crisis. Crime, including murders, has declined in Chicago in the last year.
"There’s no basis, no authority for Donald Trump to potentially try to drop federal troops into the city of Chicago," Jeffries told CNN’s "State of the Union" on Sunday.
Jeffries cited comments made by JB Pritzker, the Democratic governor of Illinois, which includes Chicago, who said there was no emergency warranting the deployment of the National Guard or other military.
Leveling criticism at Democratic Governor Wes Moore over crime levels in Baltimore, Trump said he was prepared to deploy troops there, too.
In July, the Baltimore police department said there had been a double-digit reduction in gun violence compared to the previous year. The city has had 84 homicides so far this year - the fewest in over 50 years, according to the mayor.
"If Wes Moore needs help... I will send in the “troops,” which is being done in nearby DC, and quickly clean up the Crime," Trump said on Truth Social on Sunday.
Some Republican governors have sent hundreds of National Guard troops to Washington, D.C., at Trump’s request. The president has depicted the capital as being in the grip of a crime wave, although official data shows crime is down in the city.
On Sunday, Trump asserted without evidence that there was now no crime in the city and credited it to his deployment of troops and hundreds of federal law enforcement personnel.
Trump has much less power over Chicago and Baltimore than he does over the District of Columbia, where as president he holds more sway.
Title 10 of the U.S. Code, a federal law that outlines the role of the U.S. Armed Forces, includes a provision allowing the president to deploy National Guard units to repel an invasion, to suppress a rebellion or to allow the president to execute the law.
Trump cited this provision, known as Section 12406, when he sent National Guard units to California earlier this year to counter protests, over the objections of Governor Gavin Newsom.
In the case of Chicago, which is a so-called sanctuary city, Trump may argue local laws that bar city officials from cooperating with federal immigration agents prevent the president from executing the law, justifying the military presence.
Trump is almost certain to face legal challenges if he uses Section 12406 to send National Guard troops from Republican-led states into Democratic strongholds. |
| 24.08.25 12:11:04 |
Positive earnings growth hasn't been enough to get Alarm.com Holdings (NASDAQ:ALRM) shareholders a favorable return over the last three years |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But the risk of stock picking is that you will likely buy under-performing companies. Unfortunately, that's been the case for longer term Alarm.com Holdings, Inc. (NASDAQ:ALRM) shareholders, since the share price is down 12% in the last three years, falling well short of the market return of around 64%.
On a more encouraging note the company has added US$168m to its market cap in just the last 7 days, so let's see if we can determine what's driven the three-year loss for shareholders.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.
Although the share price is down over three years, Alarm.com Holdings actually managed to grow EPS by 45% per year in that time. This is quite a puzzle, and suggests there might be something temporarily buoying the share price. Alternatively, growth expectations may have been unreasonable in the past.
It is a little bizarre to see the share price down, despite a strong improvement to earnings per share. Therefore, we should look at some other metrics to try to understand why the market is disappointed.
We note that, in three years, revenue has actually grown at a 5.9% annual rate, so that doesn't seem to be a reason to sell shares. This analysis is just perfunctory, but it might be worth researching Alarm.com Holdings more closely, as sometimes stocks fall unfairly. This could present an opportunity.
The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers).NasdaqGS:ALRM Earnings and Revenue Growth August 24th 2025
It's probably worth noting that the CEO is paid less than the median at similar sized companies. But while CEO remuneration is always worth checking, the really important question is whether the company can grow earnings going forward. So we recommend checking out this freereport showing consensus forecasts
A Different Perspective
While the broader market gained around 17% in the last year, Alarm.com Holdings shareholders lost 4.1%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 0.4% over the last half decade. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. To that end, you should be aware of the 1 warning sign we've spotted with Alarm.com Holdings .
Story Continues
But note: Alarm.com Holdings may not be the best stock to buy. So take a peek at this freelist of interesting companies with past earnings growth (and further growth forecast).
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. |
| 24.08.25 10:11:16 |
Kingsoft Cloud (KC) Jumps 9.1% After AI Revenue Surges to Nearly Half of Public Cloud Services |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Kingsoft Cloud Holdings Limited recently reported its earnings for the half year ended June 30, 2025, noting revenue of CNY 4.32 billion, up from CNY 3.67 billion a year earlier, while net loss widened to CNY 771.39 million. A critical insight is that AI-driven gross billing surged by a very large amount and now makes up nearly half of public cloud services revenue, highlighting the company’s successful expansion into AI-related offerings. We’ll assess how this rapid growth in AI business could reshape Kingsoft Cloud’s investment narrative and future growth prospects.
Uncover the next big thing with financially sound penny stocks that balance risk and reward.
Kingsoft Cloud Holdings Investment Narrative Recap
To be a shareholder in Kingsoft Cloud Holdings right now, you need confidence in its transformation into an AI-focused cloud provider, particularly as its AI business rapidly scales and now accounts for close to half of public cloud revenue. The surge in AI gross billing directly impacts the main near-term catalyst, AI adoption and revenue growth, while the biggest risk remains the company's continued unprofitability and heavy investment needs; the widening net loss in the latest results reinforces that this risk is still material.
Among recent announcements, the completion of a follow-on equity offering to raise additional capital stands out. This move provided Kingsoft Cloud with extra funds to maintain its AI infrastructure investments and support growth, directly linking to both the company’s revenue opportunity as well as its ongoing challenges with capital intensity and dilution risk.
In contrast, investors should be aware that while AI demand is fueling revenue, the strain on the company’s finances from continued net losses and capital requirements …
Read the full narrative on Kingsoft Cloud Holdings (it's free!)
Kingsoft Cloud Holdings is projected to reach CN¥13.5 billion in revenue and CN¥6.3 million in earnings by 2028. This outlook assumes a 19.1% annual revenue growth rate and a CN¥1.9 billion increase in earnings from the current earnings of CN¥-1.9 billion.
Uncover how Kingsoft Cloud Holdings' forecasts yield a $17.47 fair value, a 18% upside to its current price.
Exploring Other PerspectivesKC Community Fair Values as at Aug 2025
Five members of the Simply Wall St Community set Kingsoft Cloud's fair value anywhere from CN¥5.37 to CN¥19.06 per share. With AI revenue growth accelerating, the question remains how this shift could impact profitability and investor outlooks.
Explore 5 other fair value estimates on Kingsoft Cloud Holdings - why the stock might be worth less than half the current price!
Story Continues
Build Your Own Kingsoft Cloud Holdings Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
A great starting point for your Kingsoft Cloud Holdings research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Our free Kingsoft Cloud Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kingsoft Cloud Holdings' overall financial health at a glance.
Curious About Other Options?
Every day counts. These free picks are already gaining attention. See them before the crowd does:
These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave. The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include KC.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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| 24.08.25 10:10:44 |
How Investors May Respond To Nelnet (NNI) Amid Rate Cut Expectations and Shifting Borrowing Costs |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
After Federal Reserve Chair Jerome Powell recently signaled the possibility of interest rate cuts, education finance company Nelnet experienced increased investor attention and strong market performance. This response highlights how shifts in monetary policy expectations can significantly impact investor sentiment, especially for companies exposed to changes in borrowing costs. Given the renewed optimism surrounding potential rate cuts, we'll explore how lower interest rates could reshape the investment narrative for Nelnet.
AI is about to change healthcare. These 27 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
What Is Nelnet's Investment Narrative?
To invest in Nelnet, you have to believe in the company’s ability to navigate periods of economic uncertainty, capitalize on steady demand for education finance, and generate sustainable profit growth even amid regulatory or interest rate changes. The recent rally following Powell’s hint at possible interest rate cuts certainly grabbed attention, but for now, it doesn’t look like a game-changer for Nelnet’s core business or its biggest challenges. While lower rates would likely support profitability and sentiment, the catalysts with the most near-term impact remain continued earnings strength, execution in new business services like Propelr, and the company’s government servicing contract. Meanwhile, key risks include slow revenue growth, competition, and questions about whether last year’s exceptional earnings pace is sustainable in a changing regulatory and macro setting. The shift in rates gives short-term optimism, but the fundamentals still matter most for long-term investors. In contrast, regulatory risk remains front and center for anyone considering Nelnet.
Nelnet's shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.
Exploring Other PerspectivesNNI Earnings & Revenue Growth as at Aug 2025
The Simply Wall St Community’s fair value calls for Nelnet span from US$23.91 to US$130 across two estimates, revealing sharp contrasts in how retail investors value future growth. With regulatory change and earnings performance in focus, these divergent views make it worth weighing multiple perspectives on where Nelnet could head next.
Explore 2 other fair value estimates on Nelnet - why the stock might be worth less than half the current price!
Build Your Own Nelnet Narrative
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NNI.
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| 24.08.25 09:30:09 |
Bernstein betont die Widerstandsfähigkeit der Zölle und die Chancen im japanischen Automobilsektor. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a summary of the Investing.com article, capped at 400 words, followed by a German translation:
**Summary (English)**
Bernstein’s revised outlook paints a surprisingly positive picture for Japanese automakers navigating U.S. tariffs. Initially, significant uncertainty surrounded the impact, but recent Q1 earnings have provided clearer insights. The firm now believes Japanese automakers are more resilient than previously anticipated.
Suzuki, Subaru, and Aisin all reported strong results, bolstering Bernstein’s confidence. Toyota has emerged as a top pick, particularly considering the firm’s revised projections. Bernstein anticipates an average 3.2% price increase coupled with a 2.8% demand decline, resulting in a negative JPY 1.37 trillion (22% drag) on operating profit. However, they foresee automakers successfully passing on more costs as newer 2026 models launch.
Suzuki has maintained its earnings forecast, while Bernstein sees substantial upside potential due to reduced tariff risks, operational efficiencies, and a recovery in the Indian market, supported by government initiatives. The stock trades at a low forward PER (8.7x) for FY3/27, justifying the firm’s view of undervaluation.
Toyota’s recent profit cut is considered somewhat conservative, failing to fully account for tariff mitigation strategies like price increases. Bernstein believes these negative effects are already priced into the stock. The firm highlights positive medium-term themes including hybrid expansion, value chain earnings, restructuring efforts, and share buybacks.
Nissan’s stock is gaining investor attention, but uncertainties persist surrounding its FY3/26 outlook and potential merger with Honda. Subaru’s strong Q1 performance is expected to weaken, while Mazda faces heightened downside risk.
**German Translation**
**Investing.com – Japanische Automobilhersteller sind besser auf US-Zollhürden vorbereitet als zuvor erwartet, so Bernstein, da verbesserte Klarheit die Unsicherheit im Sektor verringert hat.**
"Nach den Ergebnissen des ersten Quartals ist der Einfluss der US-Zölle auf die meisten Unternehmen deutlicher geworden, was viel Unsicherheit reduziert hat", schreiben die Analysten.
Suzuki, Subaru (OTC:FUJHY) und Aisin haben starke Ergebnisse vorgelegt, während Toyota (NYSE:TM) zusammen mit Suzuki als Top-Pick aufsteigt.
Bernstein sagt, dass alle Unternehmen unter seiner Beobachtung Szenarien für Zolls Auswirkungen offengelegt haben.
Die Firma geht von einer durchschnittlichen Erhöhung des Preises um 3,2 % bei einem Rückgang der Nachfrage um 2,8 % aus und schätzt die Gesamteffekte der Zolls auf -JPY 1,37 Billionen, was einem Rückgang des Betriebsgewinns um 22 % entspricht. Sie erwarten jedoch, dass die Automobilhersteller die Kosten stärker an die Kunden weitergeben, sobald die neuen Modelle 2026 eingeführt werden.
Suzuki hat seine Gewinnprognose beibehalten, während Bernstein ein "signifikantes Gewinnpotenzial" aufgrund geringerer Zollsicherheiten, betrieblicher Effizienz und einer Erholung in Indien, unterstützt durch staatliche Maßnahmen, sieht. Der Aktienkurs liegt bei einem Forward PER von 8,7x für FY3/27, was die Sichtweise der Firma als unterbewertet rechtfertigt.
Toyota hat seine Gewinnprognose für FY3/26 kürzlich reduziert, aber Bernstein hält diese Revision für etwas konservativ, da sie die Abmilderungsmaßnahmen zur Kompensation der Zollsicherungen nicht vollständig berücksichtigt. Die Firma glaubt, dass die negativen Faktoren bereits in den Aktienkurs eingepreist sind. Sie beleuchtet positive mittelfristige Themen, darunter die Expansion von Hybriden, Gewinnströme entlang der Wertschöpfungskette, Restrukturierungsbemühungen und Aktienscheinkäufe.
Nissan's Aktien gewinnt an Aufmerksamkeit der Investoren, aber die Unsicherheit bleibt bestehen hinsichtlich seiner FY3/26 Prognose und möglicher Fusionen mit Honda. Subaru's starke Q1-Performance wird sich abschwächen, während Mazda ein höheres Risiko für einen Rückgang hat. |
