
Apple Supplier Lens Tech Seeks Up to $606 Million in HK Listing
The Shenzhen-listed company is selling 262 million shares at HK$17.38 to HK$18.18 each, according to a stock exchange filing on Monday. That represents a discount of as much as 28% to its last close in Shenzhen of 22.06 yuan. Lens Technology expects the shares to start trading in Hong Kong on July 9.
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8 minutes ago
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Wall Street Is Warning Investors to Get Ready for Stocks to Drop
A chorus of stock market prognosticators at some of Wall Street's biggest firms is warning clients to prepare for a pullback as sky-high equity valuations slam into souring economic data. On Monday, Morgan Stanley, Deutsche Bank AG and Evercore ISI all cautioned that the S&P 500 Index is due for a near-term drop in the weeks and months ahead. The predictions come after a furious rally from April's lows that propelled the gauge to levels it has never seen before.
Yahoo
27 minutes ago
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Why the Nvidia share price jumped almost 10% in July
Nvidia (NASDAQ:NVDA) stock is up 72% in the past year. Yet in recent months, I've seen more concern from some investors about it potentially being overvalued or whether the company can maintain a dominant position in the AI space. But last month, the Nvidia share price popped almost 10%, going some way to silencing recent critics. Here's what happened. Factors at play One factor was the relaxation of the export ban from the US to China of key H20 chips. This had been in place from earlier this year when tensions with China were running high. However, this stance has thawed, with the US confirming that Nvidia could start to resume sales to China, a key market for the company. This reversal will unlock enormous demand from Chinese tech giants. News broke in late July that Nvidia has ordered an additional 300,000 H20 chips from suppliers to meet the likely surging appetite. Beyond this, in early July Nvidia became the first company in history to surpass a $4trn market cap. This helped to spark a rally as markets digested its prominence as the dominant player in AI infrastructure. Put another way, the significance of passing $4trn caused some FOMO (fear of missing out) from investors, in not wanting to miss any further significant milestones. Finally, even though Nvidia hasn't reported quarterly earnings yet, other US tech stocks that have released earnings recently have impressed, mostly down to AI-driven projects. For example, tech bellwethers Microsoft and Meta reported strong results and ramped up AI capital expenditure outlooks. Microsoft's cloud division and Meta's capex guidance of around $70bn underlined robust uptake of Nvidia AI infrastructure. Naturally, this helped to lift Nvidia's shares. The direction ahead Nvidia's quarterly earnings are due to be released at the end of August. This is the main event that should dictate if the stock can keep moving higher into the autumn. Of course, the immediate stock reaction will depend on revenue and earnings relative to what investors expect. This can be seen as the main risk to the stock for the short term. But the medium-term projection will depend on forward guidance to show if AI demand is likely to keep increasing over the next year. Investors will also look for updates on timelines for the Blackwell GPU architecture. This is seen as a key area of growth for the future. How quickly customer demand is converting into revenue will be a finger on the pulse here. Aside from earnings, Nvidia stock will also move as a leader for the AI sector in general. If investors become concerned about the pace of growth, cheaper Chinese alternatives or general worries around the stock market, Nvidia is likely to fall further. This is a risk that I think the company will have to deal with for years to come. Even with this, I still think the stock looks attractive, so think investors could consider it for their portfolios. The post Why the Nvidia share price jumped almost 10% in July appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Jon Smith has no position in any of the shares mentioned. The Motley Fool UK has recommended Meta Platforms, Microsoft, and Nvidia. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
36 minutes ago
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Should You Buy Take-Two Interactive Software (TTWO) Stock Before Aug. 7? Here's What History Says.
Key Points Take-Two is set to publish results for the first quarter of its current fiscal year after the market closes on Aug. 7. While some previous quarterly reports have resulted in sell-offs, the company's business performance has generally supported valuation gains. Performance for "Grand Theft Auto VI" will almost certainly be Take-Two's biggest performance driver over the next five years. 10 stocks we like better than Take-Two Interactive Software › Take-Two Interactive Software (NASDAQ: TTWO) stock has seen significant gains across 2025's trading despite some big changes for the company's video game release schedule. While the publisher was originally scheduled to release Grand Theft Auto VI this year, the crucial title has now been shifted to a May 2026 launch date. Now, Take-Two is on the verge of releasing results for the first quarter of its 2026 fiscal year, which ended June 30. The company will publish its fiscal Q1 results and host a conference call after the market closes on Aug. 7, and the business update could spur significant moves for the stock. Investors may be wondering whether buying the stock ahead of the quarterly update would be a smart move. Check out the chart below for a look at how the company's valuation has fared after earnings reports, and read on for a deeper look at the gaming leader's key performance drivers and whether the stock might be a good long-term holding. Take-Two's business performance has supported big stock gains Take-Two has seen valuation volatility in conjunction with its earnings reports in the recent past, and performance has been mixed when it comes to immediate near-term stock performance following the company's quarterly updates. On the other hand, taking a buy-and-hold approach to Take-Two stock ahead of a quarterly report from virtually any earnings release dating back to the summer of 2022 would have put shareholders in the green with their investment. That doesn't necessarily guarantee that Take-Two will perform well after its next quarterly report or over the long term, but solid business results and strong positioning in the gaming industry have generally helped support valuation gains for the publisher. What will be the biggest post-earnings drivers for Take-Two stock? While the company's sales and earnings performance in fiscal Q1 can be expected to have some impact on where the stock goes after the earnings report, updates on the company's release pipeline could be even bigger catalysts. Most crucially, investors will be looking to see what Take-Two has to say about the release of GTA VI. The video game is by far the most important upcoming release in the company's lineup, and it's the centerpiece when it comes to valuing Take-Two stock right now. Trading at roughly 81 times this year's expected earnings and 6.7 times expected sales, Take-Two Interactive could look highly overvalued for a company that saw revenue grow just 5% annually in its last fiscal year and as its net loss expand to $4.48 billion from $3.74 billion in the previous year. On the other hand, the company's business still has a high degree of cyclicality ,and there's a very good chance that nothing will be more important for the stock over the next five years than the performance of Grand Theft Auto VI. It's difficult to overstate just how important GTA VI is for Take-Two stock. Some recent rumors have suggested that the game could see another delay that pushes it out past the May 26, 2026, release date the company has set for the title, and it's possible that the company's share price could see a significant pullback if another delay is announced for the game. On the other hand, the title is likely to be a huge hit when it finally releases, and patient investors could be rewarded for backing the company well in advance of the title hitting shelves. Should you buy stock in Take-Two Interactive Software right now? Before you buy stock in Take-Two Interactive Software, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Take-Two Interactive Software wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Keith Noonan has positions in Take-Two Interactive Software. The Motley Fool has positions in and recommends Take-Two Interactive Software. The Motley Fool has a disclosure policy. Should You Buy Take-Two Interactive Software (TTWO) Stock Before Aug. 7? Here's What History Says. was originally published by The Motley Fool Sign in to access your portfolio