-- Wedbush週四發布的研究報告指出，Nice (NICE)第一季營收和利潤均超出預期，這主要得益於強勁的AI客戶體驗需求，但其低於預期的業績指引將掩蓋這一亮點。 Wedbush表示，儘管市場需求良好，但Nice給出的第二季營收指引低於預期，因為其雲端業務營收成長可能低於全年預期，這反映出該公司正努力爭取大型客戶長期AI合作。 報告也指出，受近期產品組合向AI驅動型功能轉型帶來的壓力影響，該公司第一季淨收入留存率較去年同期下降，而這種轉型也可能壓縮部分客戶體驗組件的開發。 分析師寫道，第一季營收超預期主要得益於雲端業務的成長，該公司AI應用和商業化進程穩步推進，所有CXone企業協議均包含AI產品。 該券商重申對Nice股票的「中性」評級和每股120美元的目標價。
Price: $98.68, Change: $+1.83, Percent Change: +1.89%
Northern Graphite (NGC.V) on Thursday said istarted work to relocate a processing plant in Namibia to the Okanjande mine site as it advances plans to restart production in late 2027.The company awarded a contract to Rotary Engineering Services, based in Namibia, to dismantle the remaining plant infrastructure at the former Okorusu site and transport it to the Okanjande mine site for reassembly. Work is expected to be completed by the end of June."It puts us on a clear path toward supplying our planned joint venture BAM facility in Yanbu, Kingdom of Saudi Arabia, which is targeted for initial production in 2028, supporting Northern's broader mine-to-battery strategy," said Chief Executive Hugues Jacquemin.The Okanjande operation is currently on care and maintenance, with a targeted restart of production in late 2027, subject to financing, it said. Graphite produced from Okanjande is expected to supply both traditional industrial markets, including refractory applications for steelmaking, heat management in electronics, and friction products for the automotive sector, as well as the growing national security and battery materials markets.Shares of the company were last seen up $0.015 to $0.165 on the TSX Venture Exchange.Price: $0.17, Change: $+0.02, Percent Change: +10.00%
Price: $10.78, Change: $-0.11, Percent Change: -1.04%
Broad Market IndicatorsBroad-market exchange-traded funds IWM and IVV fell. Actively traded Invesco QQQ Trust (QQQ) eased 0.1%.US equity indexes fell Thursday as investors weighed labor data and Iran's response to a Washington proposal to restart peace talks.EnergyIShares US Energy ETF (IYE) fell 2% and the State Street Energy Select Sector SPDR (XLE) dropped 1.9%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) fell 0.1%; iShares US Technology ETF (IYW) climbed 0.1%, and iShares Expanded Tech Sector ETF (IGM) fell 0.3%.The State Street SPDR S&P Semiconductor (XSD) shed 1.6%, and iShares Semiconductor (SOXX) lost 2.5%.FinancialThe State Street Financial Select Sector SPDR (XLF) fell 0.4%. Direxion Daily Financial Bull 3X Shares (FAS) dropped 1.3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), gained 1.1%.CommoditiesCrude oil rose 0.7%, and the United States Oil Fund (USO) gained 0.1%. Natural gas and the United States Natural Gas Fund (UNG) each increased 2.4%.Gold on Comex rose 0.6%, and the State Street SPDR Gold Shares (GLD) advanced 0.4%. Silver jumped 4%, and iShares Silver Trust (SLV) gained 3%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) decreased 0.5%. The Vanguard Consumer Staples ETF (VDC) shed 0.4%, and iShares Dow Jones US Consumer Goods (IYK) declined 0.6%.The State Street Consumer Discretionary Select Sector SPDR (XLY) was little changed. VanEck Retail ETF (RTH) fell 0.7%, and the State Street SPDR S&P Retail (XRT) declined 1.4%.Health CareThe State Street Health Care Select Sector SPDR (XLV) fell 0.8%, iShares US Healthcare (IYH) dropped 1%, and Vanguard Health Care ETF (VHT) declined 1.1%. IShares Biotechnology ETF (IBB) tumbled 2.8%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) lost 1.1%. Vanguard Industrials Index Fund (VIS) dropped 1.2% and iShares US Industrials (IYJ) shed 0.7%.CryptocurrencyIn midday activity, bitcoin (BTC-USD) declined 2.2%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) fell 2.1%, ProShares Ether ETF (EETH) dipped 2.6%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 2.4% lower.