Latest news with #CHINA
Forbes
2 days ago
- Business
- Forbes
Will Upcoming Earnings Move Comcast?
CHINA - 2025/06/22: In this photo illustration, the logo of Comcast Corporation is displayed on the ... More screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images) Comcast (NASDAQ:CMCSA) is scheduled to announce its earnings on Thursday, July 31, 2025. In the last quarter, Comcast experienced a net loss of 199,000 broadband subscribers – its most significant quarterly decrease ever – attributed to increasing competition from telecom companies such as T-Mobile, which are rapidly expanding their fixed wireless broadband services. Will these challenges likely continue into Q2? It certainly appears so. T-Mobile, previously recognized mainly for mobile services, has established itself as a formidable broadband competitor through its Fixed Wireless Access (FWA) offering, aimed at suburban and rural areas that receive inadequate service from cable providers. In Q2, the company reported a 12% year-over-year rise in 5G broadband net additions, reaching 454,000. Concurrently, Charter Communications, a prominent cable provider, lost 117,000 broadband subscribers in Q2, failing to meet analyst projections. This indicates that Comcast may also encounter ongoing challenges. Overall, according to consensus estimates, earnings for the quarter are anticipated to be around $1.18 per share, reflecting a decline of approximately 3% year-over-year, while revenues are expected to remain relatively unchanged at $29.8 billion. The company has a current market capitalization of $127 billion. The revenue over the past twelve months was $124 billion, and it was operationally profitable with $23 billion in operating income and a net income of $16 billion. While much will hinge on how the results compare to consensus expectations, grasping historical trends could potentially tip the odds in your favor if you are an event-driven trader. There are two approaches to achieve this: understand the historical probabilities and prepare yourself before the earnings announcement, or examine the association between immediate and medium-term returns following earnings and position yourself accordingly after the results are released. If you are looking for growth with less volatility than individual stocks, the Trefis High Quality portfolio offers an alternative – it has outperformed the S&P 500 and achieved returns exceeding 91% since its inception. Check the earnings reaction history of all stocks Comcast's Historical Chances Of A Positive Post-Earnings Return Here are some insights on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D) and 21-Day (21D) returns following earnings are consolidated along with the statistics in the table below. CMCSA 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D and 21D Historical Returns A relatively less risky approach (though not effective if the correlation is weak) is to analyze the correlation between short-term and medium-term returns after earnings, identify a pair with the highest correlation, and execute the suitable trade. For instance, if 1D and 5D demonstrate the highest correlation, a trader can position themselves "long" for the next 5 days if the 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation labeled 1D_5D refers to the association between 1D post-earnings returns and subsequent 5D returns. CMCSA Correlation Between 1D, 5D and 21D Historical Returns Discover more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), generating robust returns for investors. Additionally, if you seek growth with a smoother experience than an individual stock like Comcast, consider the High Quality portfolio, which has outperformed the S&P and has recorded >91% returns since its inception.
Forbes
3 days ago
- Health
- Forbes
Is Ambient AI A Commodity In Healthcare?
CHINA - 2025/02/11: In this photo illustration, a doximity logo is displayed on the screen of a ... More smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images) Ambient AI is one of the most prominent trends in healthcare technology, particularly among frontline healthcare providers. Tools that can listen in the background and auto-generate clinical notes are reshaping how physicians, NPs, and PAs manage documentation. Until recently, most of these solutions came with steep price tags or complex integrations. Now, Doximity has entered the game with Doximity Scribe, its own AI-powered ambient listening tool—and it's offering it completely free to verified U.S. clinicians. Of course, nothing in this world is truly free. However, in this case, there are no subscriptions, no hidden fees, and no audio data retention—just a strategic move by Doximity to establish itself as the go-to digital platform for clinicians. How It Works Users can access Doximity Scribe on both desktop and mobile. Open the Doximity app and look under the "AI Tools" tab, or go to on your browser. Start Scribe at the beginning of a patient visit. With one tap, it begins to listen securely like a second set of clinically trained ears. As the clinician speaks with the patient, the Scribe captures the clinical conversation in real-time. It filters out small talk and focuses on medically relevant information, such as new symptoms, changes in medication, and key historical points. When the clinician uses Doximity Dialer, Doximity's HIPAA-compliant telehealth tool that allows clinicians to call or video chat with patients from their devices while hiding their number, Scribe integrates directly into the workflow (currently in beta). This setup allows the clinician to conduct the visit and document it on the same screen, eliminating the need to switch between apps or devices. After the encounter, stop or pause the Scribe. It will instantly generate a draft clinical note based on what it heard. Reviewing the note is crucial. Scribe offers a solid first draft, but clinicians must ensure accuracy and completeness. Ultimately, the clinician is the final editor before copying it into their EMR. Final Thoughts Doximity Scribe doesn't replace clinical judgment, but it is free, and it will be interesting to see whether this "free" product will increase adoption. The biggest hurdle is simple: Scribe doesn't integrate with the EMR. Clinicians have to copy and paste notes, which is a challenge. How will the clinician transfer the final note, which is text data from their personal phone or laptop, to a hospital laptop or desktop? It is not an open network where files can be easily air-dropped or connected within the enterprise. The lack of EMR integration remains the most significant hurdle, which is precisely why large health systems tend to opt for fully integrated solutions. Still, smaller healthcare organizations could see real value in using Scribe to save costs without sacrificing quality. The bigger question now is who's next. As Doximity sets the bar by offering a free ambient AI tool, it's only a matter of time before other vendors follow suit.
Forbes
5 days ago
- Business
- Forbes
Centene Stock Up 5% After First Loss In 13 Years, Bullish Guidance
CHINA - 2025/06/22: In this photo illustration, the logo of Centene Corporation is displayed on the ... More screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images) Shares of Centene -- a St. Louis-based managed-care company offering services through Medicaid, Affordable Care Act plans and Medicare – have been on a roller coaster. When I wrote about the company in a July 9 Forbes post, the stock had lost 40% of its value the week before after the company withdrew its earnings guidance for 2025 – citing rising costs in Medicaid and problems in the ACA business. Shares fell another 14.5% before the market opened on July 25 after the company reported a surprise loss due to surging medical costs, reported CNBC. However, Centene stock popped nearly 6% this afternoon after the company offered new 2025 earnings guidance during an investor conference call. Centene will earn an 'adjusted profit of approximately $1.75 per share for the full year 2025,' CEO Sarah London said, according to a Reuters report, and will deliver 'margin improvement across all three of its core lines of business in 2026,' she added. This announcement comes as welcome news to Centene investors – the shares have lost 53% of their value so far this year. However, based on my analysis a few weeks ago, Centene will have to overcome hurricane level headwinds to recover that lost value. Centene's Second Quarter Performance And Prospects Centene reported a large, unexpected loss and restored earnings guidance for 2025 – at a much lower level than before the guidance withdrawal. Here are the key numbers: Centene was not happy with the results. 'We are disappointed by our second-quarter results, but we have a clear understanding of the trends that have impacted our performance, and are working with urgency and focus to restore our earnings trajectory,' London said, according to Yahoo! Finance. One analyst expected Centene to report a lower MCR. 'The medical cost ratio for the quarter was surprisingly high and appeared related to all major lines of business, although its individual exchange business was likely the biggest culprit,' Morningstar analyst Julie Utterback told CNBC. Centene told investors the high MCR was due to increased medical spending in a variety of categories. The company's Medicaid costs – including behavioral health spending for people with autism, home health, and expensive cancer and gene therapies – all increased. Centene also incurred rising ACA costs, the Journal reported. Centene applied for rate increases. The company is 'seeking higher payments from state Medicaid agencies and refiling rate requests across its ACA states to seek larger premiums in 2026,' according to the Journal. Where Will Centene Stock Go From Here? The insurance industry is likely to become more unstable due to the passage of the Big Beautiful Bill Act which could cut $1 trillion out of Medicaid, noted my Forbes post. Moreover, The number of people signed up for ACA plans is likely to drop in 2026 due to a 'drop-off in federal subsidies,' the Journal reported. Today's results do not reduce the hurricane force headwinds facing Centene. These include the risk of an S&P Global cut in Centene's credit rating to junk status and the pressure on Centene's revenue – due to the BBBA's enormous reduction in Medicaid spending – which accounted for 62% of the company's 2024 revenue. Investors should consider the questions I asked Centene – which remain unanswered: Here is some good news for Centene bulls. The stock would have to rise 44% to reach the average price target of $42.23 from 15 Wall Street analysts, according to TipRanks.
Forbes
22-07-2025
- Business
- Forbes
Meme Stocks Are Back And Retail Is About To Get Burned Again
CHINA - 2023/08/31: In this photo illustration, the Reddit logo is displayed in the Apple App Store ... More on an iPhone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images) They're back. It's not the businesses making a comeback; it's the same reckless behavior wrapped in new tickers. Meme stocks are ripping on no news, no turnaround, just vibes, and short interest déjà vu from 2021. Kohl's surged nearly 40%, not because of earnings, not because of strategy, but because some folks online decided it should. That's all it takes now. Retail's lit again. But scroll the forums, and it's all heat, no floor, no fundamentals. If this feels familiar, it should. GameStop. AMC. Bed Bath & Beyond. We've seen how this plays out. The move looks smart, until it isn't. And the fall is usually as sharp as the rise. But this isn't about Kohl's. It's not even about stocks. It's about memory. Or lack of it. The meme resurgence tells us less about opportunity and more about the refusal to learn. Investors aren't just repeating a trade; they're repeating a mistake. This isn't a rerun of a trade. It's a rerun of a train wreck and if you know where to look, the signs are everywhere. What Meme Stocks Did To Retail Last Time We don't need to guess how this plays out. We've already lived it. Back in August 2023, I laid it bare in Why You're Almost Guaranteed to Lose Money Trading GameStop, AMC & Other Meme Stocks. The pattern was clear: online hype caught fire, retail flooded in late, and institutional money used the wave to cash out. Social chatter turned into FOMO flows. Stocks surged. Then came the rug pull. Most retail traders weren't early; they were ammunition. They bought the highs and sold the pain. Meanwhile, professionals, armed with liquidity and exit plans, let the frenzy work for them. GameStop soared above $480 at its peak. Today, it trades under $30. AMC touched $72. It now limps below $5. That's not 'hold the line' loyalty. That's capital destruction. And yet, with the same names trending again, the crowd looks ready to walk into the fire a second time. The Real Lessons From The Meme Stock Bubble The meme stock bubble wasn't just a wild moment—it was a classroom. And in my January 2024 piece, What We Learned From The Stock Market Meme Bubble, the takeaways were clear. First: narrative is not strategy. A good story might move price in the short term, but it doesn't anchor value. Second: short interest, while flashy, is not a catalyst. It's a setup, not a reason to buy. Third, and maybe most crucial: community isn't capital. Online unity might create a movement, but it doesn't replace liquidity or discipline. And finally, behavioral traps ruled the day, confirmation bias, herd mentality, and the illusion of control all played leading roles. As I wrote then: 'Retail got a taste of power—and then a dose of reality.' The lessons were there in plain sight. Anyone willing to step back from the noise could see the cracks forming. But in every mania, reason is the first casualty. And now, as the same trades cycle back into fashion, we're finding out just how few people were paying attention. AMC What's Happening Now We're seeing the signs again. This time it's Kohl's. The stock jumped nearly 40% in a single session on absolutely nothing. No earnings release. No new strategic plan. No operational inflection. Just movement. And in 2024, that's all it takes to light up Reddit threads and X timelines with déjà vu-level energy: 'Squeeze coming.' 'Institutions are scared.' 'This is the next GameStop.' According to Barron's, it's meme traders driving the action, again using short interest as a battle cry, not a risk signal. And that's the issue. The crowd sees a high short float and mistakes it for an opportunity, not a warning. The irony? The very setup they're piling into is the one institution are often waiting to sell into. What's changed since 2021? Not much, except now there's no stimulus check liquidity, no novelty in zero commissions, and far less of a surprise factor. What's left? Noise with no fuel. Urgency built on fumes. As I warned in my May 2024 piece, The Risk Of Losing Big On GameStop And Other Meme Stocks: 'Retail investors often confuse movement with meaning. Just because a stock moves doesn't mean it's moving for you.' This time may look familiar, but the backdrop is very different. And when the music stops, it won't be the short sellers left standing without a chair. The Psychology Driving Meme Stock FOMO This latest meme stock wave isn't driven by analysis; it's driven by psychology. Recency bias leads traders to believe that because a squeeze happened once, it will happen again. Survivorship bias keeps them focused on the few who struck it rich last time, not the thousands who got burned. Add in community bias where being part of the crowd feels like validation and you've got a cocktail for poor decision-making. What's really fueling this is social reinforcement. TikTok clips showing fake P&L gains. X posts hyping charts with no context. The illusion of credibility from anonymous accounts shouting conviction. It's all theater. And with every like, share, and comment, that group think spreads. What's missing? Due diligence. Valuation. Anything resembling a thesis beyond 'shorts will cover.' This isn't investing. It's a TikTok trend with margin calls. The danger isn't just that these trades unravel. It's that the behavior behind them keeps getting rewarded by attention, not outcome. And when the feedback loop breaks, the fallout is real. The Structural Problem Even when meme stocks spike, most traders don't win. The reason isn't just timing; it's structure. Liquidity vanishes at the top. Platforms freeze. Bid-ask spreads widen. Right when you should sell, conviction freezes. Hesitation takes over. Emotion takes over. No plan, no discipline, just the hope it'll go higher. Nail the entry? Great. Now try getting out before the bid vanishes. These trades sell the illusion of repeatability. But the structure doesn't support the outcome. Most retail investors are playing a game where the rules shift mid-trade. The system isn't built for fast exits or disciplined decision-making at scale. And that's the catch: meme stocks promise outsized gains but offer little in terms of practical execution. By the time you hear the alarm, the exits are already jammed. That's the meme stock playbook. It's hard to win when the game isn't designed for you to leave with chips. What's Next For Meme Stocks: A Familiar Trap We've seen this script before and it doesn't end well. Here's what's likely next. One or two meme names pop, and Kohl's is already on that path. Maybe Bed Bath & Beyond will return from the dead via some illiquid microcaps. Social media does the rest. Reddit threads light up. TikTok gets flooded with charts and rocket emojis. 'The squeeze is on.' Retail starts piling in. FOMO kicks in hard. Flows accelerate. Then the air starts thinning. Liquidity evaporates. The same volatility that attracted traders begins to repel them. Without fundamentals or fresh capital, prices collapse under their own weight. Retail holds the bag, again. The difference this time? The players who won last time weren't even on the field. Institutions aren't surprised. Market makers are prepared. There's no novelty here, just a rerun. But it's a rerun with worse odds. No stimulus tailwind. No surprise factor. No second wave of liquidity. This isn't momentum. It's old muscle twitching in a dead trade. And those hoping for a different ending are ignoring the script. The Meme Stock Sequel Will End the Same Way Meme stocks aren't back because the fundamentals changed. They're back because memory faded and the crowd got bored. That's not opportunity; it's risk in disguise. In any greater fool game, the last one is the one who loses most. So, take this as a warning, not a headline to chase. Just because stocks are moving doesn't mean they're moving toward profit. Ask anyone who is still holding AMC. You've seen this movie before, and the ending didn't change. And like every sequel, this one's got the same ending, just fewer people left to cheer.
Forbes
10-07-2025
- Business
- Forbes
How AI And Technology Are Reshaping The Oil And Gas Workforce
CHINA - 2023/11/03: In this photo illustration, the American multinational oil and gas corporation ... More Exxon Mobil (NYSE: XOM) logo seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images) The term 'roughneck' conjures up images of rough-looking, greasy oilfield workers, sort of an iconic visual depiction, like those of cowboys of the old West. In those days, long past, the progress of operations carried out on an oilfield location was determined solely by the grit and tenacity of the workers involved, the roughnecks. Today, the industry is undergoing a transformation driven by artificial intelligence and advanced technologies. Times are uncertain for those old-school roughnecks that still go to work every day in the patch; their numbers are much smaller in size as operations move at the speed of light due to efficiency; new workers come in with new Displaces Workers First came significant gains in efficiency, making operations that would historically take months now trimmed down to just days or weeks. The new speed of these operations resulted in a significant reduction in the number of workers required. One example is the state of Oklahoma, which has lost nearly a third of its oil and gas workforce since 2019; much of that workforce was lost during a time of prosperity and record profits. Twenty percent of Oklahoma's workforce is in oil and gas, so they have some challenges ahead when it comes to retraining workers who this shift in the industry will efficiency gain in the industry is reducing unplanned downtime costs. By utilizing technology that can significantly reduce human error, companies can save millions of dollars annually. According to Aberdeen Research, a company will spend thirty-eight million dollars a year on unplanned downtime costs, primarily due to human error ( Ryan Arsenault, 2016). AI predictive maintenance is changing this by catching equipment failures before they occur. Advanced Technology Requires More Skilled WorkersTraditionally, most oil and gas workers could start their careers with no formal college education. These were manual labor positions that could only be learned through on-the-job training. Today, robotics and drones are used to inspect pipelines and rigs. At the same time, autonomous drilling systems utilize artificial intelligence (AI) to adjust parameters in real time, thereby reducing the nee human oversight. This shift means that companies are now seeking AI specialists, data scientists, and robotics engineers. There is a growing demand for hybrid-type roles that combine petroleum engineering with AI expertise. This shift in technology and streamlined corporate structures where oilfield service companies transition from owning more expensive assets to being technology focused is also creating better profit margins without the need to increase capex (Linnane, 2025). Fortunately, the very thing that is reshaping the workforce in the oil and gas industry is also the thing that can train the workers. As the oil and gas industry faces a workforce crisis, where forty percent of skilled workers are expected to retire by 2030, it is AI itself that can bridge the gap and equip existing workers with the skills they need moving forward. Augmented Reality training teaches workers to use AI-guided simulators instead of shadowing veterans. Digital twins, combined with AI, can recreate a digital version of any project or job to train workers on a step-by-step basis of how to perform tasks. Tech Is Replacing the Roughneck The oil and gas workforce of today looks significantly different from what it was just a decade ago, as the industry relies less on instinct and grit and more on data and technology. Many existing jobs will be replaced as part of this change, while new ones will emerge. One thing is sure: this is creating a much safer workplace than ever before, as we utilize technology to remove people from the most hazardous situations. Shell was able to achieve a forty percent reduction in equipment failures, and a thirty-five percent reduction in unplanned downtime (Insights Global, 2025). Reducing equipment failures and downtime also reduced the amount of time that employees are exposed to hazardous situations. This is particularly beneficial for oil and gas workers who labor through the boom-and-bust cycle of the industry, as these new skills will provide them with access to more opportunities and jobs outside of the industry during those downturns.
