Kanzhun Limited continues to show strong underlying growth in Q1 despite revenue distortions caused by a later Chinese New Year. The company benefits from a recovery in large enterprise hiring, with blue-collar revenue now exceeding 40% of total, and has started monetizing AI effectively. Margins remain healthy with an 85% gross margin, about 42% EBITDA, and roughly 30% EBIT, supported by a net cash position and an attractive forward P/E of around 11x. Key risks include potential slower ARPU growth if monetization does not keep pace with user expansion and if the blue-collar segment grows faster than premium services.
Lululemon invested in Syntetica's $30 million Series A funding to support its innovative recycling of Nylon 6 and Nylon 6,6, materials difficult to separate and reuse in textile waste. This move aligns with growing industry demand for sustainable, co...
Ethereum futures long positions among top traders increased by over 3 percentage points across both USDT- and coin-margined markets, indicating a broad-based shift in short-term sentiment. This rise suggests heightened attention on ETH compared to ot...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
Oil prices are rising sharply due to renewed US naval blockades on Iranian shipping and increased tensions in the Strait of Hormuz, a critical oil transit route. Brent crude is holding above $85 and WTI above $80, with forecasts suggesting WTI could ...
The US government announced it will impose a new 25% tariff on Brazilian ethanol starting next Wednesday, accusing Brazil of unfair trade practices. This tariff excludes major Brazilian exports like oil, beef, coffee, and aircraft parts. The move fol...
