에 대한 최신 뉴스 Light & Wonder (NASDAQ:LNW) 주식

LIGHT & WONDER INC

Light & Wonder

Light & Wonder is principally an electronic gaming machine manufacturer, selling machines to pubs, clubs, and casinos. The firm is licensed in most jurisdictions allowing gambling globally. Light & Wonder is one of the three largest players in the space along with International Game Technology and Aristocrat Leisure. SciPlay, about one fourth of revenue, develops and distributes casual mobile games, principally in the social casino niche. The more nascent iGaming business sits between these two businesses, providing digital content and capabilities to real-money gaming providers.

Light & Wonder Inc

SAVANNAH GOLDFIELDS LTD by SAVANNAH GOLDFIELDS LTD

The Company has been made aware of a recent increase in commentary, speculation, and information concerning the Company being circulated through various online and social media platforms. The Company cautions investors that it does not endorse or verify information posted on these unofficial channels, which may contain incomplete, inaccurate, or misleading statements. Investors should not rely on any of these sources for their investment decisions. The Company is committed to providing transparent and accurate information to the market and urges all investors to rely exclusively on information that is filed or furnished by the Company with the U.S. Securities and Exchange Commission (SEC) or is made available on its official investor relations website at <a href="http://www.microalgor.com" title="www.microalgor.com">www.microalgor.com</a>

News

MLGO

MicroAlgo Cautions Investors Against Relying On Unofficial Online Commentary And Reaffirms Commitment To Providing Accurate Information Via SEC Filings And Official Channels

BofA Securities analyst Jessica Reif Ehrlich <a href="https://www.benzinga.com/quote/WBD/analyst-ratings" target="_blank" rel="noreferrer noopener">maintained a Buy</a> on Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) with a price target of $14 on Monday.
Ehrlich noted that Warner Bros has a compelling assortment of assets. The company&#8217;s upcoming catalysts included easing Studio comparisons, potential recovery in advertising, continued growth in DTC and execution of further strategic options to drive shareholder value.
Also Read: <a href="https://www.benzinga.com/general/entertainment/25/05/45327859/warner-bros-streaming-growth-cost-cuts-highlighted-analysts-stay-cautious" target="_blank" rel="noreferrer noopener">Warner Bros&#8217; Streaming Growth, Cost Cuts Highlighted, Analysts Stay Cautious</a>
On June 9, Warner Bros announced plans to separate the company into <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45845734/warner-bros-discoverys-long-predicted-split-is-now-official">two publicly traded entities in a tax-free transaction</a>. The analyst reiterated having long viewed exploring strategic options, such as the announced spin, as the best way to unlock the significant unrecognized value of the company.
While several different permutations exist around the specific corporate structures of both entities, Ehrlich explored numerous hypothetical transaction scenarios that indicate the potential for significant equity value creation relative to current levels.
The analyst had long noted that Warner Bros. Studio is the crown jewel of all studios in media. The value inherent in the IP and libraries of this asset has been overshadowed by substantial leverage and secular challenges within the linear business, the analyst said. With the streaming and studio assets soon to be unburdened by the constraints of an onerous debt load, she noted the company would have greater flexibility to invigorate the studio. It could make this asset a more attractive target for companies wishing to acquire more scale.
Ehrlich noted that investor sentiment related to the linear business is quite negative, given the existing secular challenges within the ecosystem. However, the analyst pointed out that equity value creation opportunities remain underappreciated at current valuations and under the appropriate capital structure and management team.
She noted several options, including managing the business for cash, consolidating with other similar linear assets, asset sales, and private equity investments, as potential vehicles to create shareholder value.
Ehrlich projected 2025 sales of $38.2 billion.
WBD&nbsp;Price Action: WBD stock is up 4.94% at $10.53 at&nbsp;publication on Monday.
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Photo: Shutterstock

Entertainment

Price Target

Reiteration

Analyst Ratings

Media

Trading Ideas

Warner Bros Spin-Off Could Unlock Hidden Value As Ads Rebound, Streaming Gains Momentum: Analyst

<a href="https://www.benzinga.com/startups/24/12/42618228/mark-cuban-admits-ive-gotten-beat-after-losing-20-million-on-shark-tank-startups">Mark Cuban</a> isn't usually moved by emotion on "Shark Tank." But when Kaitlin Mogentale stood in front of the Sharks in 2022 and revealed her sustainable chip company was hanging by a financial thread — Cuban didn't flinch. He invested $500,000.
Mogentale's pitch started with a problem: 54 million tons of food are wasted in the U.S. each year. Her solution? Pulp Pantry — a snack company that turns leftover fruit and vegetable pulp into fiber-rich, potato-free chips.
"We take the thousands of pounds of organic produce that would otherwise go unloved every single week," she <a href="https://youtu.be/-RuHX7YSmgA?si=wmZbFzXwhzZjWidn">explained on the episode</a>, "and upcycle them into a line of real veggie chips… not corn, not potato starch."
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<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
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The chips were a hit with the Sharks, but not everyone bit. Mogentale asked for $500,000 in exchange for 10% equity — a $5 million valuation. Barbara Corcoran bowed out, calling the snack space too competitive. Emma Grede passed too, saying the valuation "was a little nuts." Kevin O'Leary offered $500,000 but wanted 25%. Lori Greiner floated a $500,000 loan at 6% interest over three years — plus the same 10% equity.
Then it was Cuban's turn.
Before making his offer, Cuban asked a simple question: "What's the lowest you've ever been at?"
Mogentale hesitated. "I don't know if I should tell you."
"We've all been negative," Cuban said, encouraging her to open up.
She admitted her balance had dropped to "like a thousand dollars."
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
Cuban didn't just relate — he respected the grind. "You have to ask yourself where can you get to… because that's really where the value comes from."
Long before the billions, Cuban was eating mustard sandwiches, sleeping on the floor of a Dallas apartment with five roommates, and driving a <a href="https://www.benzinga.com/personal-finance/24/08/40442345/mark-cuban-says-he-drove-cars-that-cost-200-with-holes-in-the-floorboard-and-lived-off-mac-and-c">$200 car with holes in the floorboard</a>. His credit was trashed, and he once had to cut up his credit cards. He's said in interviews that he <a href="https://www.benzinga.com/personal-finance/25/02/43885487/billionaire-mark-cuban-said-the-first-step-to-getting-rich-is-giving-things-up-drink-water-eat-mac-and-cheese-and-save-every-penny">lived off macaroni and cheese</a> and powdered milk. That grit helped him spot the same in Mogentale.
He offered $500,000 for 20%. Mogentale countered at 15%. They settled at 17%.
"I just had professors who were like, ‘This deserves to exist in the world,'" she said of her early days, when a USC grant helped launch the brand after she pitched the idea in class. The inspiration? Watching a friend juice vegetables and throw out the pulp. Her first recipe? Carrot cookies.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>
By the time of filming, Pulp Pantry had pulled in just under $250,000 in annual sales and sales and was expected to hit $500,000 by year's end. Production costs sat at $1.70 per bag, and retail prices ranged from $4.99 to $5.49. Despite the slow climb, Mogentale said the company was finally profitable — barely.
But Cuban saw potential. "These are companies on a mission to make the world a better place," he said, referencing his other snack-related investments like Unreal Deli and Wanna Date.
Post-Shark Tank, Pulp Pantry began expanding its distribution footprint — appearing in stores like Good Eggs, Ozark Natural Foods, Fresh Thyme, H-E-B's Central Market, GoPuff/BevMo, Imperfect Foods, and Vitacost.
Today, the brand rebranded as Trashy in early 2024 but stayed true to its mission. According to <a href="https://sharktankinsights.com/pulp-pantry-shark-tank-update/">Shark Tank Insights</a>, the company is now worth roughly $4.8 million, growing about 10% annually.&nbsp;
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Image: Shutterstock

Personal Finance

Mark Cuban Invested $500,000 In A Potato-Free Chip Startup After The Founder Said Her Bank Account Dropped To $1,000 — 'We've All Been Negative'

An analyst downgraded AI cloud-computing company CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) on Monday based on valuation concerns after its shares soared following <a href="https://www.benzinga.com/news/ipos/25/03/44520808/nvidia-backed-coreweave-ipo-5-things-investors-need-to-know-before-buying-shares">its March IPO.</a>
The CoreWeave Analyst: Bank of America analyst Brad Sills downgraded CoreWeave from Buy to Neutral and raised the price target from $76 to $185.
Read Also: <a href="https://www.benzinga.com/markets/ipos/25/06/45874849/will-rising-stars-circle-coreweave-perform-like-past-ipo-winners-reddit-astera-labs">Will Rising Stars Circle, CoreWeave Perform Like Past IPO Winners Reddit, Astera Labs?</a>
 The Analyst Takeaways: CoreWeave stock was downgraded due to overvaluation concerns, and Sills&#8217;s new investor note already prices the upside into shares.
The analyst said CoreWeave stock is up 145% since first-quarter financial results.
"We believe much of the near-term upside has been priced in and downgrade our rating to Neutral," Sills said.
The analyst said CoreWeave trades at a premium of 25x for its enterprise value divided by EBIT. Sills is also concerned the company will need "significant debt funding" to help with its capex buildout and revenue upside.
Sills sees CoreWeave&#8217;s competition with Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) as costly, as those companies have "much bigger scale" and can more easily spend on their capex.
While Sills highlighted the company&#8217;s high valuation and less upside with the recent share run-up, the analyst had several positive things to say about the stock, alongside the increasing price target.
The note highlights the stock&#8217;s positives, including new hyperscaler customers, expansion with OpenAI, and a recent debt raise at a lower rate.
"In Q1, CoreWeave signed a $4 billion expansion deal with OpenAI, only two months after the initial deal was announced in March, bringing the total contract value to $15.9 billion."
Sills aid AI capex growth rates are peaking, but still very healthy.
"Capital expenditures for AI infrastructure are forecasted to reach $206 billion in CY27, growing 4% y/y, down from 65% in CY25."
The analyst said new customer additions could help reduce customer concentration risk.
CRWV Price Action: CoreWeave stock is up 5.3% to $155.11 on Monday versus a trading range of $33.52 to $166.60 since going public. Shares are up 290% since the IPO.
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Photo: Shutterstock

Analyst Color

Downgrades

Tech

AMZN

CRWV

GOOG

GOOGL

MSFT

CoreWeave's 290% Rally Raises Valuation Fears, Analyst Says 'Upside Has Been Priced In'

J.P. Morgan analyst Seth M. Seifman expects small- and mid-cap defense firms, including Kratos Defense &amp; Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>), Leonardo DRS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRS#NASDAQ">DRS</a>), and Mercury Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRCY#NASDAQ">MRCY</a>), to show stronger performance in the second half of 2025.
Seifman&#8217;s outlook is supported by easing concerns over budget uncertainty, supply chain disruptions, and program delays. He also cited increased efforts by the Department of Defense to expand the defense industrial base and accelerate next-generation technology initiatives. 
These developments are likely to benefit firms such as Kratos, with strong growth potential, and DRS, with robust cash flow and balance sheet strength.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/45751013/kratos-ge-aerospace-expand-small-engine-portfolio-with-new-propulsion-systems" target="_blank" rel="noreferrer noopener">Kratos, GE Aerospace Expand Small Engine Portfolio With New Propulsion Systems</a>
<h3 class="wp-block-heading">Kratos Defense: Growth Acceleration Expected in H2</h3>
Seifman raised Kratos&#8217;s December 2025 price target to <a target="_blank" href="https://www.benzinga.com/quote/KTOS/analyst-ratings" rel="noreferrer noopener">$44 from $33</a>, maintaining a Neutral rating. The new valuation is based on 40 times the firm&#8217;s estimated fiscal 2027 adjusted EBITDA of $180 million, discounted back one year.
He noted short-term challenges in Kratos&#8217; Unmanned segment and the transition of a microwave production facility, which are expected to weigh on second-quarter results. However, he projects significant growth acceleration in the second half of 2025 as major programs ramp up.
The analyst highlighted progress in Kratos&#8217; Tactical Drone initiatives, including apparent support from Marine Corps leadership. While the company is making strides in hypersonics—especially through MACH-TB 2.0—and may secure contracts under programs like Anaconda, Helios, and Vulcan, Seifman believes much of this potential is already reflected in the current share price.
<h3 class="wp-block-heading">Leonardo DRS: Poised to Outperform Peers</h3>
For Leonardo DRS, Seifman raised the December 2025 price target to <a target="_blank" href="https://www.benzinga.com/quote/DRS/analyst-ratings" rel="noreferrer noopener">$48 from $33</a>, maintaining a Neutral rating. The updated target is based on 40 times the 2026 adjusted EPS estimate of $1.21.
While the EPS estimate remains unchanged, strong first-quarter results suggest DRS could exceed its 2025 revenue guidance. Seifman sees margin improvement and believes the company deserves a valuation premium over larger peers due to its stronger growth profile.
He also views DRS as well-positioned to benefit from the U.S. government&#8217;s increased focus on shipbuilding, including potential opportunities in submarine systems. Its healthy balance sheet, he added, gives the company strategic flexibility for mergers, acquisitions, and potential capital returns.
<h3 class="wp-block-heading">Mercury Systems: Recovery Taking Shape</h3>
Seifman raised his December 2025 price target on Mercury Systems to <a target="_blank" href="https://www.benzinga.com/quote/MRCY/analyst-ratings" rel="noreferrer noopener">$56 from $48</a> while maintaining a Neutral rating. The valuation is based on 20 times the estimated 2026 EBITDA of approximately $180 million.
The analyst noted lingering concerns about Mercury&#8217;s execution and the long-term impact of prior missteps. However, fiscal 2025 could mark a turning point.
Seifman expects a book-to-bill ratio of 1.1 for the year, supported by $33 million in new orders.
Margin expansion remains a key focus. In line with company guidance, Seifman forecasts a 14% adjusted EBITDA margin in the fourth quarter and 11.8% for the full year. He expects margins to improve to 16% in 2026 and approach 20% over the longer term.
Price Action: KTOS trading higher by 2.06% at $42.09, DRS lower by 0.33% at $45.17, and MRCY down by 0.04% at $51.55 at the last check Monday.
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Image: Shutterstock

KTOS

MRCY

Kratos Set For Lift-Off Despite Early Turbulence: JPMorgan Spotlights Mid-Cap Defense Firms

WIIM

RBNE

Robin Energy shares are trading lower after the company announced a $5.1 million at-the-market registered direct offering of 965,000 shares at $5.25 per share.

Regencell Bioscience shares are trading higher. The company effected a 38-for-1 forward stock split.

Susquehanna analyst Shyam Patil initiates coverage on MNTN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MNTN#NYSE">MNTN</a>) with a Positive rating and announces Price Target of $38.

Initiation

MNTN

Susquehanna Initiates Coverage On MNTN with Positive Rating, Announces Price Target of $38

Hudson Pacific Properties shares are trading higher after the company announced a $300 million investment from Cohen & Steers to support the company's balance sheet recapitalization.

Oppenheimer analyst Jason Helfstein maintains Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) with a Outperform and raises the price target from $665 to $775.

Oppenheimer Maintains Outperform on Meta Platforms, Raises Price Target to $775

MarineMax shares are trading higher after Citigroup maintained a Buy rating on the stock and raised its price target from $29 to $32.

ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) has outperformed the market over the past 5 years by 8.14% on an annualized basis producing an average annual return of 22.48%. Currently, ON Semiconductor has a market capitalization of $22.33 billion. 
Buying $1000 In ON: If an investor had bought $1000 of ON stock 5 years ago, it would be worth $2,723.50 today based on a price of $53.44 for ON at the time of writing.
<h3>ON Semiconductor's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750091413_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In ON Semiconductor 5 Years Ago Would Be Worth This Much Today

<a href="https://wwd.com/beauty-industry-news/beauty-features/coty-looks-to-be-for-sale-industry-sources-say-1237919041/" title="https://wwd.com/beauty-industry-news/beauty-features/coty-looks-to-be-for-sale-industry-sources-say-1237919041/">https://wwd.com/beauty-industry-news/beauty-features/coty-looks-to-be-for-sale-industry-sources-say-1237919041/</a>

Asset Sales

COTY

'Coty Looks to Be for Sale, According to Industry Sources' - Women's Wear Daily

CASY

Live On CNBC, Jim Lebenthal Announces Sold Caseys General Stores

Shares of Circle Internet Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), the issuer of the USDC stablecoin, continued their meteoric rise on Monday, hitting new highs in another volatile session. The rally extends a powerful run since the company's <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45821941/circle-crcl-stock-surges-after-successful-ipo-debut-whats-going-on">blockbuster IPO on June 5</a>.
What To Know: Circle Internet Group priced its IPO at $31, but the stock, which has captivated investors, opened for trading at $69 and closed its first day on public markets at $83.23 and has continued to see strong momentum.
The surge is being fueled by significant institutional interest, highlighted by a large purchase from Cathie Wood&#8217;s ARK Invest shortly after the debut. Wood called the IPO an &#8220;amazing debut,&#8221; citing the <a href="https://www.benzinga.com/markets/ipos/25/06/45819104/cathie-wood-calls-circles-ipo-an-amazing-debut">growing role</a> of stablecoins like USDC in creating demand for U.S. dollars.
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Circle is a pivotal player in the <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45821941/circle-crcl-stock-surges-after-successful-ipo-debut-whats-going-on">digital finance ecosystem</a>, holding over $22 billion in U.S. Treasuries to back its stablecoin, making it one of the largest non-sovereign holders of U.S. debt. The company&#8217;s successful IPO marks a key milestone in the integration of stablecoins into global finance.
CRCL Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, CRCL shares were trading up 15.4% at $154.82 at the time of publication Monday. The stock set a new 52-week high of $165.60 on Monday before pulling back. Session trading volume was above 29 million shares midday Monday, compared to its average of approximately 36 million.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45952440/lockheed-martin-lmt-stock-is-falling-monday-whats-going-on">Lockheed Martin Stock Is Falling Monday: What&#8217;s Going On?</a>
<h2 class="wp-block-heading">How To Buy CRCL Stock</h2>
By now you're likely curious about how to participate in the market for Circle Internet Group &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
Image: Shutterstock

Movers

CRCL

Circle Internet Group (CRCL) Stock Hits New Highs: What's Going On?

EVEX

Eve Holding shares are trading higher after the company announced it secured a $250 million deal with Revo and OHI to deliver up to 50 eVTOL aircraft and aftermarket services.

JOET

Live On CNBC, Joe Terranova Announces Bought Enbridge

iShares MSCI Israel Capped Investable Market Index Fund

Live On CNBC, Joe Terranova Announces Bought iShares Inc iShares MSCI Israel ETF; Bought Suncor Energy

Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) shares are trading higher Monday following a positive update from Piper Sandler. There are also unconfirmed rumors that the company scored a &#8220;GPU win&#8221; with <a href="https://www.benzinga.com/topic/aws">Amazon Web Services</a>. 
What&#8217;s Going On: Piper Sandler analyst Harsh Kumar maintained AMD with an <a href="https://www.benzinga.com/analyst-stock-ratings">Overweight rating</a> and raised its price target from $125 to $140 following the chipmaker&#8217;s pre-quarter close call.
Kumar highlighted product launches at AMD&#8217;s &#8220;Advancing AI&#8221; event last week, noting that the <a href="https://www.benzinga.com/markets/tech/25/06/45919591/amd-challenges-nvidias-ai-dominance-with-new-helios-server-as-openai-ceo-sam-altman-confirms-chatgpt-will-use-lisa-su-led-tech-giants-latest-chips-future-of-ai-is-not-going-to-be-built-b">Helios rack announcement</a> is &#8220;pivotal&#8221; for AMD Instinct growth moving forward. 
The Piper Sandler analyst is also optimistic that the company&#8217;s GPU business is trending in the right direction and should see a &#8220;snapback&#8221; in the fourth quarter after it gets past China-related charges. 
&#8220;We know that AMD's AI business is expected to inflect upward starting 3Q25 and that should offset some of these charges. We are showing growth in our model for the AI business starting Sept 25 quarter,&#8221; the analyst said in a new note to clients.
Kumar also noted that AMD and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) appear to be engaged in a strong relationship, with Amazon being a customer at multiple levels. 
&#8220;The relationship spans CPUs + GPUs and Amazon is likely to announce the relationship at its own discretion. There was some speculation about this in the investor community,&#8221; the Piper Sandler analyst said. 
The potential expanded relationship with Amazon appears to be the main driver of the strong surge in AMD shares on Monday. CNBC&#8217;s David Faber reported on &#8220;Squawk On The Street&#8221; that the unusual momentum in shares appears to be fueled by an unconfirmed rumor about a GPU deal between the two companies. 
&#8220;I am hearing some talk though that involves perhaps a GPU win for AMD from AWS,&#8221; Faber said Monday morning on the show. 
Amazon <a href="https://www.benzinga.com/markets/25/05/45298390/amazon-acquires-84-4-million-stake-in-amd-amid-ai-chip-expansion-export-controls">disclosed</a> in a regulatory filing last month that it acquired an $84.4 million stake in AMD after the chipmaker acquired server manufacturer ZT Group International,&nbsp;which Amazon held a stake in. In connection with the takeover deal, AMD issued shares to ZT Group shareholders, including Amazon. 
AMD Price Action: <a href="http://benzinga.com/quote/AMD">AMD shares</a> were up 9.44% at $127.04 at the time of publication Monday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
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Photo: courtesy of AMD.

AMD Stock Is Soaring Monday: What's Going On?

<a href="https://www.benzinga.com/topic/luxury-goods">Luxury accessories giant</a> Tapestry Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPR#NYSE">TPR</a>) is getting a clear growth split between its key brands, according to JPMorgan analyst Matthew R. Boss.
The spotlight firmly shines on Coach, which is staging a notable comeback with a projected 32% upside for the overall company stock by year-end, per Boss&#8217; projections. Meanwhile, Kate Spade is lagging, creating a tale of two brand trajectories under the same roof.
Read Also: <a href="https://www.benzinga.com/insights/news/25/06/45849532/heres-how-much-100-invested-in-tapestry-5-years-ago-would-be-worth-today">Here&#8217;s How Much $100 Invested In Tapestry 5 Years Ago Would Be Worth Today</a>
<h1 class="wp-block-heading">Coach's Growth Engine: Pricing Power Meets Younger Buyer Momentum</h1>
Coach is driving the bulk of Tapestry's growth story. JPMorgan's fieldwork highlights a more balanced multi-year revenue growth fueled by both average unit retail (AUR) price hikes and sustainable unit sales growth, says Boss. 
Coach's handbag prices are climbing steadily, with management pointing to improved full-price selling and fresh, innovative product lines as key drivers. Although handbag unit sales had declined in recent years, new customer acquisition — especially from Gen-Z and Millennials — is turning the tide.
These younger buyers are not only spending more per purchase but are also returning frequently and influencing older customers to re-engage with the brand. Add in strong momentum in footwear and international store expansions, and Coach's growth runway looks durable and diversified.
<h1 class="wp-block-heading">Kate Spade Falters As Coach Shoulders The Growth Load</h1>
Kate Spade, on the other hand, has seen revenue declines this year, with management taking a cautious stance amid uncertain macroeconomic conditions. The brand's fourth quarter guidance suggests a drop in sales, contrasting sharply with Coach's low-double-digit growth expectations. 
While Kate Spade remains an important part of Tapestry's portfolio, it currently plays a supporting role in the group's financial outlook.
Tapestry's upside potential is largely driven by Coach's revival, supported by pricing power, customer rejuvenation and expanding categories. With a $104 price target, investors have reason to watch closely as Coach leads the charge while Kate Spade works through challenges.
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Photo: Shutterstock

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Coach Bags A 32% Upside, But Kate Spade Lags Behind In Tapestry's Playbook

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