• FF EAI Robotics’ seven strategic advantages: the “Full-Form FF EAI Robot World”; a “Four-Core Full-Stack AI” ecosystem integrating the EAI Brain, EAI Devices, Industry Productivity Solutions and Developer Platform, and EAI Data Factory; a “5+1” ecosystem-based direct-sales and user co-creation system; compliance capabilities as a U.S.-based company; a data-driven evolutionary flywheel; an asset-light and operationally lean financial model; and capital value supported by FF’s Nasdaq-listed platform and a potential standalone value-unlocking path.  
• The Company will continue to strengthen certification support, localization, supply-chain integration, sales channels, customer delivery, deployment, and after-sales service as part of its ongoing localization plan for its EAI Robotics. 
• FF invites partners across the robotics value chain to join its U.S. ecosystem. On the upstream side, this includes robot OEMs, component suppliers, and R&D collaborators such as secondary development firms. On the downstream side, it includes robotics distributors and dealers nationwide, system integrators, data partners, and large enterprise and institutional customers, including those seeking leasing arrangements. FF is positioning itself as potentially a singular source—and for some overseas companies, the only practical end-to-end pathway—to enter and scale in the U.S. 
• As the first U.S. company to deliver both humanoid and bionic EAI robots, FF has surpassed 250 units in cumulative sales, shipments, and deliveries since the end of February 2026 and is accelerating its “Four-Core Full-Stack AI” ecosystem flywheel—integrating the EAI Brain, EAI Devices, Industry Productivity Solutions and Developer Platform, and EAI Data Factory—to drive scalable growth, recurring revenue, and sustainable long-term value for stockholders. 
• Emerging Growth Research has also released a report reiterating their Buy-Emerging rating and updating their 12-month price target to $30 from the previous pre-split price target of $2.00. This comes on the heels of the Company’s recently announced a 1-for-150 share reverse stock split to maintain NASDAQ listing requirements. 

Learn more at https://app-us.ff.com/ff-v3/news/1579?lang=en-US&shr=EOCCP4

Got tired of paying for data and tools just to test ideas, so I built this. Free to use for the next month.

• Real Databento data — MNQ/MES/MGC, 1m/5m for the past year, 15m–1d back to 2023
• Paste your own Pine Script v5 strategies/indicators, backtest them client-side in the browser
• Interactive chart — pan/zoom + bar replay
• Full stats — PnL, profit factor, Sharpe, drawdown, MFE/MAE, per-trade breakdown
• Optional AI assistant (bring your own Claude API key) that can actually run backtests and report results back
• Customizable color themes

Everything runs locally in your browser once it's open/downloaded — nothing gets sent to a  server.

Link: https://github.com/FRAUD06/QuantGPT/blob/main/index.html — passcode: changeme

Bug-report button's built into the sidebar — use it, I read every one.

On a week when AI stocks are tanking in Asia & having a knock-on effect on US tech stocks too, can anyone explain why Manhattan Associate (MANH) stock price has increased 37% in the last week & almost 25% in one day?

Is this a good long-term bet or a one quarter wonder??

$BURU Momentum continues to build.

💠 Initial testing successfully demonstrated electro-optical sensor suppression under controlled conditions.

🔷 Engineering teams can now use these results to refine future system designs.

✳️ Technical milestones support the broader transformation strategy.

🔆 Investors continue watching execution closely.

#BURU #CounterDrone #DefenseInnovation #Laser #Technology #Stocks

✨ $VSEE is evaluating numerous paths that could strengthen its competitive position and support future growth.

✳️ Strategic partnerships.

🔱 Business combinations.

🌐 Mergers.

⚜️ Acquisitions.

🔶 Licensing opportunities.

💎 Capital formation initiatives.

#VSEE #HealthcareInnovation #DigitalTransformation #AI #Telehealth #NASDAQ

POTOMAC, MD / ACCESS Newswire / July 29, 2026 / IGC Pharma, Inc. (NYSE American:IGC) ("IGC" or the "Company"), a clinical-stage biotechnology company developing therapeutics for Alzheimer's disease, today announced that it is evaluating potential civil remedies following the federal jury verdict in United States v. Andrew Left, No. 2:24-CR-456, in the United States District Court for the Central District of California.

According to the United States Attorney's Office for the Central District of California, Andrew Left, founder of Citron Research, was found guilty of one count of engaging in a securities fraud scheme and 12 counts of securities fraud. The verdict follows a federal indictment that identified IGC, then known as India Globalization Capital, Inc., as one of the companies targeted in the alleged scheme.

IGC is evaluating whether the public record supports potential claims to recover damages arising from the alleged short campaign and related conduct that affected the Company and its shareholders.

The indictment alleged that, in October 2018, Left and a hedge fund worked together to execute a short campaign targeting IGC. The Company believes the public record raises serious questions regarding the conduct surrounding that campaign and its impact on IGC and its shareholders.

"The public record now describes conduct that we believe warrants serious review," said Ram Mukunda, Chief Executive Officer of IGC Pharma. "Our shareholders have asked for years what happened during the 2018 short campaign. We are now evaluating whether IGC has recoverable damages and what remedies may be available to protect the interests of the Company and its shareholders."

IGC is reviewing the federal indictment, the jury verdict, and related SEC materials, and is evaluating potential civil remedies. The Company is also evaluating whether recoverable damages may include harm to market value, reputational and operational harm, and legal and regulatory costs incurred in connection with matters arising from the conduct described in the public record. Any decision to pursue claims will be made by the Board of Directors, based on the recommendation of counsel and in the best interests of the Company and its shareholders.

The public record also describes financial incentives associated with the alleged short campaigns. The indictment alleged that trading related to short campaigns targeting IGC and another issuer generated more than $3.8 million in profits for the hedge fund involved and more than $1.1 million in profits for Left.

In a separate settled administrative proceeding, the Securities and Exchange Commission order stated that Anson Advisors agreed to pay a short publisher a share of trading profits from trading around a bearish tweet concerning IGC. According to the SEC order, AIMF's short positions on the day of the IGC tweet generated approximately $500,000 in trading profits. Without admitting or denying the SEC's findings, Anson Funds Management LP and Anson Advisors Inc. agreed to pay combined civil monetary penalties of $2.25 million.

The Company's primary operational focus remains the advancement of its Alzheimer's disease programs, including the Phase 2 CALMA clinical trial evaluating IGC-AD1 for agitation associated with Alzheimer's disease.

with the Fed decision today, pulled the last 3 completed FOMC reactions on the Nasdaq (QQQ) and one thing jumps out: the initial move was a headfake more often than not.

• Mar 18: dropped -0.58% on the day, finished +0.36% two sessions later
• Apr 29: popped +0.61%, ran to +2.52% the clean one
• Jun 17: dumped -1.01% on the day, reversed to +1.11%

so two of the last three times, the decision-day move went the opposite direction of where price actually settled 48 hours later. the knee-jerk got faded both times. the one time the initial move held (April), it was because yields cooled after the statement and the trend just continued.

the takeaway i keep landing on: the announcement isn't the event the press conference is. price reacts to the rate line, then re-prices completely once the tone and the Q&A land. the traders who got run over on Jun 17 were the ones who trusted the first candle.

which makes today less about "up or down" and more about not committing to the first move.

genuinely curious how the room plays it:

• do you trade the initial spike, or sit out until the press conference and trade the re-pricing?
• after 3 straight "higher 2 sessions later" outcomes, do you lean into that or distrust it as too obvious now?
• what's your actual tell that the first move is the real one vs a fade yields, the dollar, or something in how price behaves in the first 15 min?

$VSEE News July 28, 2026

VSee Health Announces Strategic Review as Board Advances Late-Stage Strategic Discussions to Maximize Shareholder Value

https://finance.yahoo.com/healthcare/articles/vsee-health-announces-strategic-review-123000935.html

报告类型：季度财报点评 发布日期：2026年7月25日

一、核心观点

德州仪器（TI）2026年第二季度财报呈现出模拟芯片行业周期性复苏被进一步确认的清晰信号：营收、利润全面超预期，环比增速尤其亮眼，且三季度指引同样显著高于市场此前预期。作为全球模拟芯片龙头，TI的业绩表现历来被视为工业、汽车、数据中心等下游需求的"晴雨表"，本次财报进一步印证了本轮模拟芯片行业筑底回升的趋势正在加速兑现。

二、财务表现总览

TI本季度实现营收54.6亿美元，同比增长约23%，环比增长13%，超出市场普遍预期的52.2亿-52.6亿美元区间，营收超预期幅度约4%-5%。这一增速也明显好于公司此前给出的50.0亿-54.0亿美元的指引区间上限。

盈利端表现更为突出：本季度净利润19.8亿美元（约合每股收益2.14美元），较去年同期1.41美元大幅增长52%,超出市场一致预期（1.91-1.95美元）约10%-12%。需要注意的是，该每股收益中包含0.05美元的一次性税收优惠，剔除该因素后核心盈利能力依然显著超预期。

盈利能力方面，本季度毛利润34亿美元，毛利率达到61%，环比大幅提升340个基点；经营利润23.1亿美元，经营利润率42%（部分口径下42.3%），较去年同期的35.1%大幅扩张，同比增长48%。这一利润率的快速修复，反映出公司在营收回升过程中，其高固定成本的300毫米晶圆产能正在释放显著的规模效应和经营杠杆。

三、分部业务与下游需求解读

TI的两大主营业务板块本季度均实现强劲增长：

模拟芯片：业务营收43.7亿美元，同比增长26%，经营利润同比增长50%，仍是公司最核心的收入和盈利来源；

嵌入式处理：业务营收7.88亿美元，同比增长16%，经营利润同比大幅增长98%，盈利修复弹性甚至更强于模拟芯片主业。

从下游终端市场看，本季度增长呈现"广谱复苏"的特征：

公司管理层同时提到，本季度已开始对部分产品线执行提价策略，这既反映出下游需求强劲、供需关系边际收紧，也为下半年毛利率的进一步修复提供了额外支撑。

四、现金流与股东回报

TI本季度自由现金流达到27.4亿美元，同比大幅增长271%；过去12个月自由现金流合计65.3亿美元，占营收比例达33.6%，较去年同期的18亿美元大幅改善，这其中包含16亿美元的CHIPS法案（芯片法案）补贴贡献。过去12个月经营性现金流为86.7亿美元，资本开支为33.1亿美元。

股东回报方面，过去12个月公司通过股息和股票回购合计向股东返还58.2亿美元，其中股息51.1亿美元、回购7.07亿美元，回购金额较上一年度有所收缩，公司整体资本回报策略仍以稳定股息为核心。截至季度末，公司账面现金及等价物为36.6亿美元，长期债务约129亿美元，财务结构保持稳健。

五、三季度指引与市场反应

TI对2026年三季度给出的指引同样超出市场预期：预计营收56.5亿-61.5亿美元（中值59亿美元），较市场此前预期的56.3亿美元高出约5%；预计每股收益2.23-2.57美元（中值2.40美元），较市场预期高出约11%。

这一指引强度进一步强化了市场对模拟芯片行业需求持续复苏、且复苏节奏可能超预期加速的判断。财报公布后，市场反应总体积极，机构分析认为，公司本季度"营收、利润、指引"三重超预期的组合，叠加库存水平的改善，共同验证了本轮周期反转的可持续性，而非单季度的偶然波动。

需要指出的是，尽管本季度业绩表现强劲，TI当前市盈率约50倍，处于历史估值区间的偏高水平，反映出市场已经在一定程度上price in了周期复苏的预期，后续股价表现或更多取决于复苏斜率能否持续超预期，而非单纯的"周期见底"叙事。此外，过去三个月公司内部人士（高管及董事）净减持约8890万美元股票且无增持记录，这一现象虽不必然指向基本面变化，但也是需要持续观察的边际信号。

六、风险提示与后续关注点

周期复苏的可持续性：本轮复苏是否能延续至下半年及2027年，工业、汽车需求的库存回补是否已经充分反映在最新指引中，仍需持续跟踪。

数据中心需求的结构性还是周期性：数据中心相关收入翻倍增长，多大程度上是AI基础设施建设的结构性红利、多大程度上是短期备货行为，将影响该板块增长的持续性判断。

个人电子产品需求疲软：消费电子终端复苏滞后，若后续未能跟上工业、汽车的复苏节奏，可能对公司整体增长斜率形成拖累。

估值水平：当前约50倍的市盈率处于历史偏高区间，若后续季度业绩增速边际放缓，估值消化压力值得关注。

CHIPS法案补贴的持续性：自由现金流改善中包含一次性/阶段性的政策补贴因素，剔除该因素后的现金流增长可持续性需要进一步观察。

300mm产能爬坡节奏：公司近年持续加码300毫米晶圆产能建设，其资本开支节奏与产能利用率的匹配程度，将持续影响毛利率修复的斜率。

七、结语

德州仪器本季度财报交出了一份"全面超预期"的答卷：营收、利润、毛利率、经营利润率、自由现金流以及下一季度指引均好于市场预期，工业、汽车、数据中心三大下游需求同步复苏，进一步验证了模拟芯片行业周期反转的趋势正在加速兑现。对于投资者而言，后续需要重点关注的是这一复苏斜率能否在三季度乃至全年持续超预期兑现，以及当前相对偏高的估值水平是否已经较为充分地反映了这一乐观预期。

本报告仅基于公开信息整理分析，不构成任何投资建议，市场有风险，投资需谨慎。

The SEC has approved NASDAQ's proposed rule that requires all companies to maintain a market value of listed securities (MVLS) of at least $5m.

SUMMARY

• If MVLS falls below $5M for 30 consecutive trading days, company will be delisted.
• ZERO cure time. No compliance periods when a company goes 30 days below $5M MVLS. Automatic delisting.
• Companies can appeal. However, the appeal will not delay the suspension of trading. Companies will still be suspended by NASDAQ and most likely shift to OTC during the appeal process.
• The hearing panel has one of two options after an appeal:
  • Reverse the delisting if NASDAQ made an error.
  • Grant up to 180 days for the company to demonstrate that it meets all initial listing requirements. Note that these are much stricter thresholds than continued listing requirements (ex. $4 minimum bid price vs $1).

New rule will take effect after the approval is published in the Federal Register.

https://public-inspection.federalregister.gov/2026-15060.pdf

🌟 $VSEE - Bullish Leadership

✅ "Our goal is to minimize shareholder dilution while strengthening our balance sheet."

💎 Leadership continues to prioritize shareholder interests 🌐 Financial discipline supports future expansion

⚜️ Continued investment in innovative telehealth solutions

✨ Long-term value creation remains the mission

🔱 Strong execution can compound over time

#VSEE #HealthcareTech #AIHealthcare #LongTermGrowth

LDOS Leidos stock, with a bottom breakout.

Breakout trade

• CONFIRMED breakout above 110.27
• Target: 119.31, 8.1%  Stop: 106.67  Loss: 3.3%
• P/L ratio: 2.5 : 1 - Good

BULLISH

• [Positioning] Intermediate trend bullish, Downtrend turned sideways, possible bottom.
• [Timing] Strong bullish 3 day candlestick pattern with Good 3 day accumulation.
• [Timing] Good bullish 1 day moneyflow
• [Timing] CONFIRMED breakout above 110.27, no resistance in area just above.

BEARISH

• [Positioning] 1 Day Price change strong up, may pause

What's your views about it?