Linde (NASDAQ:LIN) is one of the best NASDAQ stocks to buy according to hedge funds. On September 29, Linde announced that its Board of Directors has appointed Sanjiv Lamba, the current Chief Executive Officer, to the additional role of Chairman of the Board, effective January 31, 2026. Lamba will succeed Steve Angel, who plans to retire from Linde’s Board on the same date. The Board believes this combined leadership structure, with Lamba serving as both CEO and Chair, is the most effective model for the ...

AI and E-commerce - OpenAI and Stripe have launched "Instant Checkout" in ChatGPT, allowing U.S. users to purchase products directly from Etsy (ETSY) and soon from over a million Shopify (SHOP) merchants, creating a new sales channel and revenue stream for OpenAI [3][7] - Following the announcement, shares of Etsy and Shopify saw an uptick, with Shopify experiencing a 2.5% rise in after-hours trading, indicating market optimism for AI-driven commerce [3][7] Intellectual Property and Creative Industries - OpenAI's new Sora video generator will require copyright holders to opt out if they wish to prevent their copyrighted material from being used in generated videos, raising significant discussions around intellectual property rights in creative industries [4][7] Corporate Leadership Changes - CSX Corporation (CSX) appointed Steve Angel as its new President and CEO, effective September 28, 2025, amidst activist investor pressure, while maintaining its full-year volume growth expectations [5][7] U.S. Pharmaceutical Tariffs - The U.S. will impose 100% tariffs on imported branded and patented pharmaceutical products starting October 1, 2025, with exemptions for companies building manufacturing plants in America, potentially leading to higher drug prices and supply chain reconfigurations [6][7] France's Economic Challenges - France's debt-to-GDP ratio is projected to reach 116.0% in 2025 and 118.4% in 2026, with a budget deficit forecast at 5.6% of GDP for 2025, highlighting significant economic pressure and political instability [8][7]

CSX Corp. named Steve Angel its new chief executive officer (CEO) on Monday after the abrupt departure of the railroad company's former CEO, Joe Hinrichs.However, the company did not specify the reason behind Hinrichs’ sudden exit. According to a company statement, Angel, the former head of Linde Plc and Praxair Inc., took over as the CEO and joined the board effective September 28.Competitive and investor challengesThe leadership overhaul comes as the company faces significant pressure from an activist inv ...

WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) today announced that its Board of Directors has appointed Sanjiv Lamba, currently serving as Chief Executive Officer, to the additional role of Chairman of the Board, effective January 31, 2026. Lamba will succeed Steve Angel, who plans to retire from Linde's Board effective January 31, 2026. Angel will retire from Linde after 25 years of distinguished service, having served as Chairman since 2022, Chief Executive Officer from 2018 to 2022,. ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry**: Chemical Industry, specifically focusing on MDI (Methylene Diphenyl Diisocyanate) and companies like DuPont and Huntsman - **Key Events**: US Department of Commerce's preliminary determination in the anti-dumping investigation of MDI from China Company-Specific Insights Huntsman Corporation (HUN) - **MDI Import Data**: Approximately 400kt of MDI was imported last year, with around 75% sourced from China [1] - **Preliminary Dumping Rates**: Covestro and Wanhua faced dumping rates of 376.12%, while other Chinese exporters faced rates of 511.75% [1] - **Future Expectations**: A favorable outcome in the investigation could lead to a final ruling by February or March next year, effective for five years [1] DuPont (DD) - **Investor Day Insights**: DuPont's business remains compelling with potential upside on a Sum-of-the-Parts (SOTP) basis [2] - **Stock Rating**: Maintained a "Buy" rating ahead of the spin-off, with a target price of $93.00, indicating a potential upside of 19.1% from the current price of $78.10 [2][29] - **Financial Flexibility**: The divestiture of the AM&C segment is expected to improve financial flexibility for share repurchases and M&A activities [2] Ecovyst (ECVT) - **Stock Rating Change**: Downgraded from "Buy" to "Neutral" following the announcement of the AM&C segment sale [2] - **Future Outlook**: The remaining Ecoservices business is expected to generate steady cash flow with high earnings predictability [2] Economic Indicators - **Housing Market**: Housing starts and building permits fell by approximately 9% and 4% month-over-month in August, indicating potential weakness in the construction sector [3] - **Retail Sales**: Retail sales increased by 0.6% month-over-month in August, exceeding expectations [9] - **Industrial Production**: Increased by 0.1% month-over-month in August, with capacity utilization remaining flat at 77.4% [9] Other Notable Developments - **LIRC Update**: Zijin Mining commenced production at the Tres Quebradas project in Argentina, with a capacity of 20ktpa LCE [9] - **OLN and Mitsui**: The Blue Water Alliance joint venture will end by the end of the year, allowing OLN to focus on long-term structural opportunities [9] - **Huntsman Product Launch**: Huntsman's Advanced Materials segment launched a new range of ARALDITE epoxy adhesives that are free from BPA and classified CMR substances [9] Market Performance - **Stock Performance YTD**: Notable declines in stock prices for companies like Huntsman (-41.0%) and Dow (-39.0%) indicate challenges in the chemical sector [30] This summary encapsulates the critical insights and developments from the conference call records, providing a comprehensive overview of the chemical industry and specific companies involved.

Summary of Key Points Group 1: Stock Analysis - Apple: The latest iPhone 17 models are considered a bargain, especially with trade-in values and provider incentives [1] - Amazon: Potential for upside if margin expansion continues, particularly in e-commerce and cloud growth [1] - Abbott Laboratories: Valued at approximately 24 times earnings, seen as a high-quality med tech stock worth holding [1] - Broadcom: Recent profit-taking due to exceeding 5% portfolio weighting, but long-term outlook remains positive [1] - Boeing: Newly added to the portfolio, expected to benefit from trade policies and has significant multi-year upside potential [1] - BlackRock: Described as a "bull market stock," with a focus on fast-growing investments [1] - Bristol Myers Squibb: Awaiting results from upcoming studies on its schizophrenia drug, Cobenfy, which could improve sentiment [1] - Capital One: Anticipating share repurchases post-Discover acquisition, with strong management praised [1] - Costco: Long-term outlook remains positive despite recent struggles attributed to market perception [1] - Salesforce: Current levels are not recommended for buying or selling ahead of the Dreamforce conference [1] - CrowdStrike: Ambitious target of $20 billion in annual recurring revenue set, indicating strong management confidence [1] - Cisco Systems: Continued support despite underperformance, with a solid dividend [1] - DuPont: Progressing towards a planned breakup, with Qnity expected to unlock more value [1] - Danaher: Facing headwinds from China but announced a significant buyback [1] - Disney: Shares have stalled, but theme park business remains strong [1] - Dover: Future outlook remains bright despite recent disappointing earnings [1] - Eaton: Potential for increased business from data centers as AI spending rises [1] - GE Vernova: High valuation justified by demand for energy generation in AI infrastructure [1] - Goldman Sachs: Expected revenue growth in investment banking and attractive wealth management business [1] Group 2: Additional Stock Insights - Home Depot: Likely to trim position due to housing market turnaround not meeting expectations [2] - Honeywell International: Shares lagging until split is complete, but value remains [2] - Linde: Continues to deliver for shareholders despite challenging end markets [2] - Eli Lilly: Position maintained due to strong performance and potential game-changing products [2] - Meta Platforms: Dominance in advertising market bolstered by generative AI [2] - Microsoft: Attractive long-term investment, with potential for trimming positions [2] - Nvidia: Partnership with Intel solidifies its leadership in GPUs [2] - Palo Alto Networks: High valuation justified by leadership in cybersecurity [2] - Starbucks: Promising turnaround plan under new CEO [2] - TJX Companies: Strongest earnings performance seen, recognized as a top retail performer [2] - Texas Roadhouse: Stock performance tied to cattle futures, expected surge in share price [2] - Wells Fargo: Positive outlook with increased buybacks and diversification into fee-based businesses [2]

FREMONT, Calif. , Sept. 8, 2025 /PRNewswire/ --Â Velo3D, Inc. (Nasdaq: VELO) a leading additive manufacturing company for mission-critical metal parts, and Linde AMT (formerly known as Praxair Surface Technologies), a global leader in metal powders and coatings, have signed an agreement to supply domestically produced CuNi (70-30 Copper-Nickel) powder in support of the U.S. Navy and the Maritime Industrial Base (MIB) Program. ...

Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 Kangankunde Rare Earths Project Iluka Eneabba Rare Earths Refinery For personal use only Not for release to US wire services or distribution in the United States Kangankunde Rare Earths Project Corporate Presentation Institutional Placement and Final Investment Decision 20 August 2025 Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 11 IMPORTANT INFORMATION Disclaimer The material in this p ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Core Insights - Linde reported strong Q2 2025 earnings, with non-GAAP EPS of $4.09, exceeding analyst expectations of $4.03, and operating profit margins improved despite softness in key industrial markets [1][4] - The company continues to focus on technological leadership, energy cost management, and building a resilient revenue stream through long-term contracts [3][7] Financial Performance - Q2 2025 GAAP revenue increased by 3.0% year over year to $8.49 billion, surpassing expectations, while adjusted non-GAAP EPS rose by 6.0% [4] - Operating profit margin improved to 30.1%, up 0.8 percentage points from the previous year, reflecting effective pricing and productivity strategies [4][6] - Operating cash flow increased by 15% year over year to $2.21 billion, with free cash flow at $954 million after capital expenditures of $1.26 billion [8] Segment Performance - The Americas region generated $3.81 billion in sales, up 4% year over year, supported by a 3% price increase [5] - EMEA revenue reached $2.16 billion, up 3%, with a 4% decline in volumes offset by higher pricing [5] - Asia-Pacific sales remained flat at $1.66 billion, with manufacturing volume weakness partially balanced by steady pricing [5] Strategic Initiatives - Linde's pricing strategy led to global price increases averaging 2% in Q2 2025, contributing to improved operating margins across all regions [6] - The company has a sale-of-gas backlog of $7.1 billion and a $3.2 billion equipment backlog in its engineering division [6] - Linde is advancing its clean energy initiatives, with significant investments in hydrogen and carbon capture projects, estimating $8–10 billion in clean energy projects over the next few years [7] Shareholder Returns - The company returned $1.81 billion to shareholders through dividends and buybacks in Q2 2025, with an 8% increase in the quarterly dividend, marking 32 consecutive years of increases [8] Future Outlook - Linde provided Q3 2025 adjusted EPS guidance of $4.10 to $4.20, indicating 4% to 7% year-over-year growth, and FY2025 adjusted EPS guidance of $16.30 to $16.50, representing 5% to 6% annual growth [9] - Management remains cautious about macroeconomic conditions, particularly in manufacturing and industrial sectors, with no near-term recovery expected in China or Europe [10]