Welcome back to Squawkbox. This morning we are watching shares of quantum computing stocks. A Wall Street Journal report says that President Trump's commerce department talks with several of those companies including ION Q Regetti and D-Wave to take equity stakes in exchange for federal funding.Companies reportedly discussing minimum funding awards from Washington of $10 million each. So stocks jumping in after hours trading following that report. So, Becky, more uh more companies, more stakes, and I wonder ...

Core Insights - The data center market is experiencing explosive growth driven by the demand for AI, machine learning, and cloud computing technologies [1][2][4] Industry Overview - The global data center market is projected to grow at a compound annual growth rate (CAGR) of 11.2% from 2025 to 2030, largely due to the rapid adoption of digital transformation technologies [2] - In the U.S., which represents 40% of the global market, data centers are expected to grow at a CAGR of 10.7% through the early 2030s, presenting investment opportunities in AI-related infrastructure [3] Company Profile: Quanta Services - Quanta Services, with a market cap of $65.77 billion, specializes in the design, installation, and maintenance of critical infrastructure networks [5] - The company offers full-spectrum services including engineering, procurement, and construction for high-voltage power transmission and distribution, applicable across various industries [6] Financial Performance - Quanta Services reported a year-over-year revenue growth of 21.1% and has an all-time high backlog of nearly $36 billion [9] - The company's net income increased from $486 million in 2021 to $905 million in 2024, marking an over 86% rise, while net cash from operating activities surged by nearly 258% from $582 million to $2.08 billion [12] Market Position and Analyst Ratings - Quanta Services has received a Moderate Buy rating from analysts, with 14 out of 26 recommending a Buy and 12 a Hold [13] - Institutional ownership is significant, with 90% of the company's float held by institutional investors, who have invested $8.66 billion over the past year [13] Future Outlook - The company raised its full-year 2025 financial guidance, projecting earnings growth of 11.13% from $9.34 per share to $10.38 per share for 2026 [11] - Quanta Services is well-positioned to capitalize on the growing demand for AI data centers, which is expected to drive further profitability [4][10]

How relevant is the Carmaking business at Tesla to this stock and how relevant should it be. Look, I mean, it's foundational relative to, you know, obviously what you're doing in the quarter. And, of course, generating cash in the business.But the reality is the futures are on a I it's around autonomous, it's around robotics. I think it's the most important chapter in the history from content. So that's a must.Now more time CEO and obviously a new pay package and I think that's for investors and focus on an ...

Core Insights - PowerBank Corporation is strategically expanding into the data center market, driven by increasing power generation demand and the growth of AI and cloud computing [2][4]. Industry Overview - Cumulative new U.S. power generation demand is expected to reach 450 gigawatts by 2030, with energy demand in Ontario projected to increase by 75% by 2050 [2]. - The data center market is valued at USD 242.72 billion in 2024 and is projected to grow to USD 584.86 billion by 2025 [2]. Company Strategy - PowerBank has over 100 MW of completed projects and a development pipeline exceeding 1 GW, focusing on data center power supply, storage, and development [4][6]. - The company is currently evaluating potential data center opportunities and intends to leverage its expertise in energy infrastructure [4]. Market Demand - The expansion of AI, cloud computing, and high-performance computing is significantly driving the demand for data centers, which may consume as much as 9% of total U.S. electricity by 2030 [3].

Core Viewpoint - TotalEnergies misled consumers with its 2021 advertising campaign that primarily showcased wind and solar farms while claiming the company could achieve carbon neutrality by 2050, as determined by a French civil court [1] Group 1 - The French civil court's ruling indicates that TotalEnergies' advertising was deceptive, potentially impacting consumer trust and brand reputation [1] - The campaign's portrayal of renewable energy sources was found to be misleading, raising questions about the company's commitment to sustainability [1] - The court's decision may lead to increased scrutiny of advertising practices within the energy sector, particularly regarding claims of environmental responsibility [1]

Core Viewpoint - Altisource Portfolio Solutions S.A. reported solid financial performance for the third quarter of 2025, with growth in service revenue and improvements in earnings metrics compared to the same period in 2024 [2][5]. Company Financial Performance - Service revenue for Q3 2025 was $39.7 million, an increase of $1.5 million or 4% from Q3 2024 [5][6]. - The net loss attributable to Altisource was $2.4 million, representing a $7.0 million improvement compared to the same quarter of 2024 [5][6]. - Diluted loss per share improved to $(0.22), a $2.39 improvement from the same quarter in 2024 [5][6]. - Adjusted EBITDA for Q3 2025 was $3.6 million, roughly flat compared to Q3 2024, with an adjusted EBITDA margin of 9.1%, down from 9.5% in the same quarter of 2024 [5][6]. - The company ended the quarter with $28.6 million in cash and cash equivalents [5]. Business Segments Performance - Adjusted EBITDA in the Servicer and Real Estate and Origination segments improved to $10.9 million, or 27.5% of service revenue, compared to $10.8 million, or 28.3% of service revenue in Q3 2024 [5]. - The company generated sales wins estimated to represent potential annualized service revenue of $3.2 million for the Servicer and Real Estate segment and $11.2 million for the Origination segment [5][6]. Industry Context - Industrywide foreclosure initiations were 19% higher for the eight months ended August 31, 2025, compared to the same period in 2024 [5]. - Industrywide mortgage origination volume increased by 17% for the nine months ended September 30, 2025, driven by a 4% decline in purchase origination and a 103% increase in refinancing origination [5].

Core Viewpoint - Building a portfolio of dividend-paying companies can serve multiple investment goals, with the First Trust Morningstar Dividend Leaders Index Fund ETF (NYSEARCA: FDL) being highlighted as a relevant investment option for those interested in this strategy [1]. Group 1: Investment Strategy - The focus on dividend-paying companies is emphasized as a strategy that can align with various financial objectives [1]. - The First Trust Morningstar Dividend Leaders Index Fund ETF (FDL) is presented as a suitable choice for investors seeking exposure to dividend leaders [1]. Group 2: Analyst Background - The article mentions a dynamic finance professional with a Master's in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, highlighting a diverse background in corporate finance, M&A, and investment analysis [1]. - The professional's expertise includes financial modeling, valuation, and qualitative analysis, with practical experience in private equity, asset management, and real estate [1].

Core Viewpoint - Codexis, Inc. will report its financial results for Q3 2025 on November 6, 2025, and will host a conference call to discuss these results and provide a business update [1]. Company Overview - Codexis is a leading provider of enzymatic solutions aimed at efficient and scalable manufacturing of complex therapeutics, utilizing its proprietary CodeEvolver technology platform [3]. - The company is developing the ECO Synthesis™ manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route [3]. - Codexis' enzymes are designed to address challenges in small molecule pharmaceuticals manufacturing and nucleic acid synthesis, offering benefits such as higher yields, reduced energy usage, and improved efficiency [3].

Core Viewpoint - The Joint Corp. will report its third quarter 2025 financial results on November 6, 2025, with a conference call scheduled for the same day to discuss the results [1]. Company Overview - The Joint Corp. is the largest provider of chiropractic care in the U.S. through The Joint Chiropractic network, having introduced a retail healthcare business model in 2010 [4]. - The company operates over 950 locations nationwide and records more than 14 million patient visits annually, positioning itself as a leader in the chiropractic industry [4]. - The Joint has received multiple accolades, including being named "No. 1 in Chiropractic Services" by Entrepreneur and consistently ranking in Franchise Times' annual lists [4]. Business Structure - The Joint Corp. functions as both a franchisor and operator of clinics in various states, providing management services to affiliated chiropractic practices in numerous locations [5].

Core Insights - Mobileye Global exceeded Wall Street expectations for third-quarter revenue, driven by increased orders from automakers for the company's driver-assisted chips as they accelerate the adoption of autonomous software [1] Company Summary - Mobileye Global reported strong third-quarter revenue performance, indicating robust demand for its driver-assisted technology [1] - The surge in orders from automakers reflects a broader industry trend towards the integration of autonomous driving capabilities [1] Industry Summary - The automotive industry is experiencing a significant shift towards autonomous software, prompting manufacturers to enhance their technology offerings [1] - The demand for driver-assisted chips is expected to grow as more automakers prioritize the development of autonomous vehicles [1]