Workflow
APLD Doubles Down on AI/ML Hosting With Landmark CoreWeave Lease
ZACKS· 2025-06-10 16:11
Core Insights - Applied Digital (APLD) has secured a significant 250 MW, 15-year lease agreement with CoreWeave, projected to generate approximately $7 billion in revenues [1][6] - The deal includes phased delivery of 100 MW by Q4 2025 and 150 MW by mid-2026, with an option for an additional 150 MW [1] - APLD is transitioning from a hybrid operator to a pure-play AI/HPC infrastructure platform, focusing on AI hosting environments [2] Company Strategy - APLD is divesting its Cloud Services business to concentrate on delivering tailored AI hosting solutions, aiming for a capacity of 1 GW and considering a REIT conversion [2][6] - The Ellendale campus is designed for power-dense deployments, utilizing liquid cooling and benefiting from low-cost energy, making it suitable for compute-heavy workloads [1][6] Competitive Landscape - CoreWeave, as APLD's anchor tenant, is enhancing its position in GPU-powered infrastructure, having raised over $1 billion to expand its data-center network [3] - Equinix is also adapting to the AI landscape by deploying GPU-enabled setups and has announced a joint venture to raise over $15 billion for expanding its xScale data centers [4] Financial Performance - APLD's shares have increased by 70.4% year-to-date, contrasting with a 3.5% decline in the industry [5] - The forward price-to-sales ratio for APLD stands at 12.42, significantly above the industry average and its five-year median of 1.42 [8] - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings indicates a year-over-year rise of 73.6% [10]
Access Medical Labs, a Subsidiary of Empresas Aries, Completes Historic Lab Expansion with Roche Diagnostics Systems
GlobeNewswire News Room· 2025-06-10 16:10
JUPITER, Fla., June 10, 2025 (GLOBE NEWSWIRE) -- In a milestone rarely achieved in the clinical laboratory industry, Access Medical Labs — the largest private diagnostic lab in Florida — has completed a full transition from Siemens to Roche Diagnostics systems in under 6 months. Such integrations typically span more than a year, making this move a breakthrough in lab automation and operational excellence. With Roche’s advanced testing systems now fully deployed, Access has increased its daily diagnostic cap ...
Cavco Industries: Resilient Performance Amid Market Headwinds
Seeking Alpha· 2025-06-10 16:06
With years of investing experience in the financial markets, I have honed my skills in identifying and capitalizing on investment opportunities across diverse sectors. My investment approach is based on fundamental analysis of stocks, focusing on companies with a strong competitive moat, consistent growth in free cash flow, and a track record of robust financial performance.My investment philosophy is rooted in long-term, fundamental investing. I steer clear of short-term trading tactics and options, believ ...
TTM (TTMI) Soars 7.5%: Is Further Upside Left in the Stock?
ZACKS· 2025-06-10 16:06
TTM Technologies (TTMI) shares soared 7.5% in the last trading session to close at $35.70. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 23.7% gain over the past four weeks.TTM Technologies is benefiting from strong demand in aerospace and defense, data center computing driven by generative AI, and networking markets coupled with a diversified manufacturing footprint.This printed circuit board maker is expected to post quarterl ...
IBKR Left Out of the S&P 500: Time to Buy the Dip or Wait it Out?
ZACKS· 2025-06-10 16:06
Key Takeaways IBKR stock fell after being excluded from the benchmark index during the quarterly rebalance. IBKR continues global expansion through new products, trading hours and platform innovations. Despite growth potential, rising costs and bearish analyst revisions weigh on near-term investor sentiment.Shares of Interactive Brokers Group (IBKR) , a potential candidate for the S&P 500, sank 3.4% yesterday on non-inclusion in the benchmark index. On Friday, S&P Dow Jones Indices announced no changes to ...
TextUs Introduces Powerful Enhancements to Salesforce Integration, Empowering Sales & Marketing Teams to Drive Better Results with SMS
GlobeNewswire News Room· 2025-06-10 16:05
Denver, Colorado, June 10, 2025 (GLOBE NEWSWIRE) -- TextUs, a leading SMS engagement platform, is excited to announce the release of its enhanced Salesforce integration. Designed to empower sales and marketing professionals, this upgraded integration delivers new functionality and significant enhancements to improve how teams connect with their leads and customers. The latest version of the TextUs Salesforce integration offers a deeper, more embedded experience within Salesforce, ensuring faster, smarter, a ...
Meta to invest $15B in Scale AI, deepening push into artificial intelligence
Proactiveinvestors NA· 2025-06-10 16:02
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Cal-Maine Foods Stock Soars 67% in a Year: Can It Sustain the Rally?
ZACKS· 2025-06-10 16:01
Key Takeaways CALM trades at 17.08X forward P/E at a premium to the industry despite declining estimate trends. Egg prices fell from $6.23 in March to $3.34 in June, hinting at softer sales and margins ahead for CALM. The FY26 EPS estimate for CALM is $5.71, down 74.9% from FY25's projected earnings of $22.73.Cal-Maine Foods, Inc. (CALM) has soared 66.6% over the past year against the industry's 15.8% decline. The Basic Materials sector has slipped 3.5% while the S&P 500 has gained 11.6% in the same timef ...
CLFD is Steadily Expanding Fiber Portfolio: Will It Boost Prospect?
ZACKS· 2025-06-10 16:01
Key Takeaways CLFD's Clearfield Operating Segment saw 47% sales and 151% net income growth in Q2. With fiber demand rising, CLFD ramps up innovation to streamline the fiber deployment process. CLFD aligns portfolio with BABA rules to tap BEAD broadband buildout funding in the coming years.Clearfield Inc. (CLFD) is witnessing solid market traction in the Clearfield Operating Segment. The uptick is driven by growing demand for fiber optic management, protection, and delivery solutions in multiple end market ...
Securities Fraud Investigation Into EchoStar Corporation (SATS) Continues - Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
Prnewswire· 2025-06-10 16:00
LOS ANGELES, June 9, 2025 /PRNewswire/ -- The Law Offices of Frank R. Cruz continues its investigation of EchoStar Corporation ("EchoStar" or the "Company") (NASDAQ: SATS) on behalf of investors concerning the Company's possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON ECHOSTAR CORPORATION (SATS), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.  What Is The Investigation About? On May 12, 2025, The Wall Street Journal reported that the Fed ...