Market Overview - Volatility has returned to Wall Street due to escalating tensions between Iran and Israel, with the U.S. gradually getting involved [2][5] - The Dow declined by 0.7%, while the S&P 500 and Nasdaq fell by 0.8% and 0.9%, respectively [5] - Recent geopolitical tensions have unsettled markets, which could remain volatile for an extended period [9] Investment Recommendations - It is advisable to invest in safe-haven defensive stocks from the utility sector, including Atmos Energy Corporation (ATO), Fortis, Inc. (FTS), MDU Resources Group, Inc. (MDU), and NiSource Inc. (NI) [3][11] - These stocks are characterized by low beta (greater than 0 but less than 1), high dividend yields, and favorable Zacks Ranks [4][11] Company Profiles Atmos Energy Corporation (ATO) - Engaged in regulated natural gas distribution and storage, serving approximately 3.3 million customers across eight states [10] - Expected earnings growth rate of 6% for the current year, with a Zacks Consensus Estimate improvement of 0.6% over the last 60 days [12] - Current dividend yield is 2.27% and beta is 0.71 [12] Fortis, Inc. (FTS) - Operates in the electric and gas utility business, primarily in Canada, the U.S., and the Caribbean [13] - Expected earnings growth rate of 3.4% for the current year, with a Zacks Consensus Estimate improvement of 3.3% over the last 60 days [14] - Current dividend yield is 3.70% and beta is 0.49 [14] MDU Resources Group, Inc. (MDU) - Provides value-added natural resource products and regulated energy delivery services [15] - Expected earnings growth rate of 5.6% for the current year, with a Zacks Consensus Estimate improvement of 1.1% over the last 60 days [15] - Current dividend yield is 3.18% and beta is 0.72 [15] NiSource Inc. (NI) - Delivers natural gas and electricity to approximately 3.7 million customers across six states [16] - Expected earnings growth rate of 7.4% for the current year, with a Zacks Consensus Estimate improvement of 0.5% over the last 60 days [17] - Current dividend yield is 2.83% and beta is 0.54 [17]

Core Insights - Atos has launched a new AI-driven Security Operations Center (SOC) in Qatar, enhancing its global cybersecurity capabilities and addressing the urgent demand for advanced security solutions [2][3][5] - The SOC is designed to provide 24/7 Managed Detection and Response (MDR) services, utilizing AI and machine learning to predict and mitigate cyber threats [4][6] - This facility aims to strengthen Qatar's cybersecurity resilience and protect critical digital infrastructure, fostering a secure environment for business continuity [5][7] Company Overview - Atos is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [8] - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to providing tailored AI-powered solutions across various industries [8][9] - Atos operates a global network of interconnected SOCs that processes billions of security events daily, facilitating information sharing and continuous exposure management [7]

Core Insights - Eviden has launched the XMC Ethernet switch card, a cybersecure and sovereign solution tailored for mission-critical environments, emphasizing security and independence in communication systems [1][6] - The XMC Ethernet switch card is designed and manufactured in France, providing a sovereign alternative to existing market solutions, and is produced at Eviden's Aix-en-Provence facility [2] - The card incorporates advanced protection mechanisms to filter information, detect issues, and report anomalies, ensuring secure and reliable data transmission [3] Product Features - The XMC Ethernet switch card is configurable and allows for data partitioning between open and secure environments, which is essential for maintaining security and confidentiality [3] - It supports multiple protocols and is compatible with the AFDX standard, facilitating integration into existing avionics systems, and is certifiable to DO-254 DAL A and CC EAL 4+ standards [5] - The card can be integrated with third-party embedded computers and Eviden's multi-level gateway solutions, enhancing its versatility in various applications [4] Company Overview - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on advanced computing, cybersecurity, mission-critical systems, and vision AI [7] - The company employs around 4,200 professionals and holds over 2,100 patents, showcasing its commitment to innovation and eco-efficient solutions [7] - Atos Group, the parent company, is a global leader in digital transformation with around 72,000 employees and annual revenue of approximately €10 billion, emphasizing cybersecurity and high-performance computing [9]

Core Insights - Eviden has 57 supercomputers listed in the TOP500 and Green500, making it the third-largest manufacturer globally and the largest in Europe, Latin America, and India [1][2][8] - The JUPITER supercomputer ranks 4 in the TOP500 and its JEDI partition ranks 1 in the Green500, showcasing Eviden's commitment to innovation and energy efficiency [2][7] - JUPITER can perform 1 quintillion double-precision operations per second and has already surpassed 790 petaflops, positioning it as a leader in tackling complex challenges [3][4] Company Overview - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on advanced computing, cybersecurity, mission-critical systems, and vision AI [9][11] - The company employs around 4,200 professionals and holds over 2,100 patents, emphasizing its innovative and eco-efficient solutions [10][9] Technological Advancements - JUPITER features around 24,000 NVIDIA GH200 Grace Hopper Superchips, optimized for parallel applications like AI model training and demanding simulations [5] - The supercomputer achieves over 60 billion floating point operations per watt, making it the most efficient Exascale-scale system globally [6][7] - JUPITER is designed to utilize waste heat for building heating, integrating into the Jülich campus heating network [6] Sustainability Commitment - Eviden leads the Green500 for the second consecutive edition, with JUPITER's JEDI partition and ROMEO both exceeding 70 billion floating point operations per watt [7] - The company has focused on sustainable technologies through innovations in system architecture, cooling systems, and software optimization [7][8]

It has been about a month since the last earnings report for Atmos Energy (ATO) . Shares have lost about 5.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Atmos due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns ou ...

Core Insights - Atos has been appointed as the Official Information Technology Partner for the UEFA Nations League Finals™ 2025, scheduled from June 4 to June 8, 2025, in Germany, providing essential IT services and applications support [1] - The partnership aims to enhance the experience for all stakeholders, including fans and media, by managing core IT planning and operations systems with a focus on reliability, efficiency, and security [2] - Atos has a history of successful collaboration with UEFA, having supported over 200 applications and a cumulative live audience of over 5 billion during UEFA EURO 2024™ [3] Company Overview - Atos has over 30 years of experience in serving partners and customers through its dedicated sports and major events division, demonstrating flexibility and expertise in technology solutions [7] - The company has been involved with the Olympic and Paralympic Movements since 1992 and 2002 respectively, and serves as the Official Digital Technology Partner for various international sporting events [8] - Atos Group operates with approximately 72,000 employees and annual revenue of around €10 billion, focusing on digital transformation, cybersecurity, cloud services, and high-performance computing [11]

Core Viewpoint - Atos Group has received a confirmatory offer from the French State to acquire its Advanced Computing business, excluding Vision AI activities, for an enterprise value of €410 million, which includes €110 million in earn-outs based on profitability indicators for fiscal years 2025 and 2026 [2][8]. Group 1: Transaction Details - The enterprise value of €410 million reflects a revised valuation due to the exclusion of Vision AI activities, which were previously part of the transaction scope [3][8]. - The Advanced Computing business includes High-Performance Computing (HPC), Quantum, Business Computing, and Artificial Intelligence divisions, expected to generate approximately €0.8 billion in revenue in 2025 [3][8]. - The transaction is anticipated to close in 2026, pending regulatory approvals and completion of employee consultations [9]. Group 2: Vision AI Reorganization - Vision AI activities, which contributed to over one-third of the operating margin of the previously considered perimeter, will be repositioned within Eviden to form a new business unit focused on AI, Data, and Security [4][8]. - This new structure aims to enhance Atos Group's offerings in AI-powered video analytics for various applications, including safety and security [4]. Group 3: Board and Financial Outlook - The Board of Directors has welcomed the offer, confirming that the transaction terms are at fair market value based on an independent expert's report [5]. - The financial trajectory for Atos Group through 2028 remains unchanged despite the disposal of the Advanced Computing business, as presented during the Capital Markets Day [5]. Group 4: Company Overview - Atos Group is a global leader in digital transformation with approximately 72,000 employees and annual revenue of around €10 billion, operating in 68 countries [6]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, committed to providing tailored AI-powered solutions across various industries [6].

Group 1 - Atos SE will hold its Combined General Meeting on June 13, 2025, at 10 a.m. Paris time at its registered office [2] - The meeting will be broadcast live on the Company's website, with a recording available for replay [3] - The notice of meeting, including the agenda and draft resolutions, was published in the BALO on May 5, 2025 [4] Group 2 - Atos Group is a global leader in digital transformation, employing approximately 72,000 people and generating annual revenue of around €10 billion [6] - The Company operates in 68 countries under two brands: Atos for services and Eviden for products [6] - Atos is recognized as the European leader in cybersecurity, cloud, and high-performance computing [6] Group 3 - The Company aims to design the future of the information space, supporting knowledge, education, and research [7] - Atos is committed to a secure and decarbonized future, providing AI-powered, end-to-end solutions for various industries [6][7] - Shareholders can access relevant documents and information regarding the meeting on the Company's website [5][9]

Group 1: Consumer Sentiment and Economic Outlook - Consumer sentiment index fell to 50.8 in May, a 2.7% month-over-month decline, marking the second lowest in the survey's 75-year history [4] - Consumer confidence has decreased nearly 30% since January, with the 12-month inflation outlook rising to 7.3% from 6.5% [4] - The Federal Reserve has paused interest rate cuts, with market participants expecting at least two 25 basis point cuts this year, but the first is unlikely before September [6] Group 2: Tariff Impact on Market - President Trump announced sweeping tariffs on all trading partners, raising fears of a global trade war and a potential recession, leading to market volatility [7] - Markets have stabilized following a temporary pause on tariffs for most countries and a trade truce with China [8][9] Group 3: Investment Opportunities in Utility Stocks - Recommended investment in safe-haven stocks such as Atmos Energy Corporation, DTE Energy Company, Edison International, and MDU Resources Group, all carrying a Zacks Rank of 1 or 2 [2] - These stocks are characterized as low-beta (beta greater than 0 but less than 1) with high dividend yields [3] Group 4: Company Profiles - **Atmos Energy Corporation**: Expected earnings growth rate of 6% for the current year, Zacks Rank 2, beta of 0.74, and a dividend yield of 2.18% [12] - **DTE Energy Company**: Expected earnings growth rate of 5.9% for the current year, Zacks Rank 2, beta of 0.47, and a dividend yield of 3.15% [13] - **Edison International**: Expected earnings growth rate of 22% for the current year, Zacks Rank 2, beta of 0.77, and a dividend yield of 5.71% [15] - **MDU Resources Group**: Expected earnings growth rate of 5.2% for the current year, Zacks Rank 2, beta of 0.72, and a dividend yield of 2.93% [16]

Core Insights - Atos has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Outsourced Digital Workplace Services, marking the ninth consecutive year in this position based on Completeness of Vision and Ability to Execute [2][7]. Company Overview - Atos employs approximately 74,000 individuals and generates annual revenue of around €10 billion, positioning itself as a global leader in digital transformation [10]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, providing tailored end-to-end solutions across 68 countries [10]. Digital Workplace Services - Atos offers comprehensive digital workplace services that enhance employee engagement through digital collaboration tools and intelligent customer care services, including 20 'Tech for Good' features aimed at supporting clients' CSR objectives [3]. - The sustainable digital workplace suite within Atos' portfolio promotes cost-effective and environmentally responsible workplace environments, focusing on transparent sourcing and device lifecycle management to minimize carbon footprints [4]. Technological Innovations - The Atos Experience Operations Center (XOC), launched in 2024, utilizes cognitive analytics, virtual agents, and automation to provide secure and efficient employee device support, enhancing the overall digital employee experience [5][6]. - XOC aggregates real-time data to proactively identify and resolve IT issues, ensuring minimal disruption to business operations and enabling agile decision-making [6]. Strategic Vision - Leon Gilbert, EVP & Head of Digital Workplace Business Line at Atos, emphasized that the Gartner recognition reflects the company's innovative approach to creating human-centric, flexible, and hybrid digital workplace environments [7].