Ecora Resources PLC Announces Patterson Corridor East Update
Accessnewswire· 2025-12-02 07:00
Contact Us Back to the Newsroom Ecora Resources PLC Announces Patterson Corridor East Update Ecora holds a 2% Net Smelter Return royalty on PCE, which is subject to a 50% buyback right. The full announcement from NexGen can be viewed here: https://www.nexgenenergy.ca/news/news- details/2025/NexGen-Announces-Highest-Grade-Assay-to-Date-from-Patterson-Corridor-East/default.aspx For further information | Ecora Resources PLCGeoff Callow - Head of | +44 (0) 20 3435 7400 | | --- | --- | | Investor Relations | | | ...
Holcim steps up recycled building materials push with three deals
Reuters· 2025-12-02 06:52
Core Viewpoint - Holcim is expanding its operations by acquiring three companies in Britain, France, and Germany that specialize in using recycled demolition materials, reflecting its commitment to sustainability and innovation in the cement industry [1] Company Summary - The acquisitions are part of Holcim's strategy to enhance its portfolio in the recycling sector, which is increasingly important for reducing environmental impact and promoting circular economy practices [1] - This move aligns with Holcim's broader goals of increasing the use of sustainable materials in construction and reducing carbon emissions associated with cement production [1] Industry Summary - The cement industry is witnessing a shift towards sustainability, with companies increasingly focusing on recycling and the use of alternative materials to meet regulatory requirements and consumer demand for greener products [1] - The trend of acquiring companies that specialize in recycled materials indicates a growing recognition of the importance of sustainability in the construction sector, which is likely to influence future investment and operational strategies across the industry [1]
Seagate Technology Holdings plc (STX) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seeking Alpha· 2025-12-02 06:43
Supply and Demand Dynamics - The supply/demand situation in the industry has been tight for over two years, with demand consistently exceeding supply [1] - The company has chosen to maintain its strategy of not expanding unit capacity, focusing instead on increasing exabyte output [1] Technological Advancements - The company aims to meet customer demand by transitioning them to higher capacity drives, with potential upgrades from 30 terabytes to 40 terabytes, and eventually to 50 terabytes and beyond [2] - The strategy emphasizes generating more exabytes through existing products rather than increasing the number of units produced [2]
Exclusive: Apple to resist India order to preload state-run app as political outcry builds
Reuters· 2025-12-02 06:42
Core Viewpoint - Apple is not planning to comply with a mandate to preload its smartphones with a state-owned cyber safety app and intends to express its concerns to New Delhi [1] Group 1 - The decision by Apple reflects its stance on regulatory compliance in foreign markets, particularly regarding data privacy and security [1] - Sources indicate that Apple is concerned about the implications of the mandate on user privacy and the potential impact on its business operations in India [1] - The company aims to engage in discussions with Indian authorities to address its concerns regarding the mandate [1]
2 High-Yield Dividend Stocks to Watch in December
Investing· 2025-12-02 06:42
Market Analysis by covering: Investcorp Credit Management BDC Inc, Cion Investment Corp. Read 's Market Analysis on Investing.com ...
Intel expands Malaysia semiconductor operations with new investment boost
Invezz· 2025-12-02 06:38
false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Intel expands Malaysia semiconductor operations with new investment boost Written by Diya PoddarDiya P. Diya Poddar Staff Reporter Diya Poddar Staff Reporter Diya is a Staff Reporter at Invezz covering cryptocurrency and stock markets. She's honed her news reporting skills by interviewing business leaders and financial experts. read more. Written onDec 2, 2025 Reading time 3 minutes Malaysia's position in the global semiconductor s ...
Associated Banc-Corp (ASB) American National Corporation, - M&A Call - Slideshow (NYSE:ASB) 2025-12-02
Seeking Alpha· 2025-12-02 06:31
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Carlyle said to eye stake in Nido Home Finance Ltd
BusinessLine· 2025-12-02 06:30
Carlyle Group Inc. is in talks to buy a majority stake in an Indian home mortgage firm as it seeks to step up investments in the local financial services sector, according to people familiar with the matter.Carlyle is targeting an initial funding of $300 million in Mumbai-based Nido Home Finance Ltd., owned by Edelweiss Financial Services Ltd., the people said, asking to remain anonymous as the discussions are private. Negotiations are ongoing and a deal hasn’t been finalized, the people said. If the trans ...
Barclays is Bullish on Oshkosh Corporation (OSK)
Insider Monkey· 2025-12-02 06:30
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices
CNBC· 2025-12-02 06:30
Core Insights - The AI boom is causing supply chain disruptions, leading to potential increases in smartphone prices due to rising component costs [1][3][19] Supply Chain Issues - AI data centers are driving demand for chips, particularly from Nvidia, which relies on various components to produce its graphics processing units [2][11] - Shortages are reported across semiconductor manufacturers, memory chips, and storage devices, with Alibaba's CEO indicating a significant undersupply that could last 2-3 years [4][10] - Hard disk drives (HDDs) are at capacity, pushing hyperscalers to shift to solid-state drives (SSDs), which are also critical for consumer electronics [5][10] Memory Chip Market - Memory prices are expected to rise by 30% in Q4 2025 and another 20% in early 2026 due to high demand and limited supply [9][16] - Dynamic random-access memory (DRAM) is particularly affected, with price increases of 20% to 30% potentially raising total material costs for devices by 5% to 10% [9][16] Nvidia's Impact - Nvidia's shift to Low-Power Double Data Rate (LPDDR) memory is increasing competition for components traditionally used in consumer electronics, creating a significant demand imbalance [12][14] - This shift positions Nvidia as a major player in the memory market, similar to large smartphone manufacturers, exacerbating supply chain pressures [13][14] Consumer Electronics Outlook - Electronics firms, including Xiaomi and Dell, are warning of significant retail price increases due to component cost surges [20][19] - The inability to secure necessary components could lead to shortages of popular electronic devices, further constraining production [19][21] Broader Industry Implications - The semiconductor manufacturing capabilities are shared across various industries, including automotive and aerospace, which may also experience impacts from the AI-driven demand for chips [22]