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Key Takeaways NIKE is refocusing on athlete-led storytelling to strengthen authenticity and performance.Campaigns like "Scary Good" and new Pegasus and Vomero launches highlight NIKE's renewed push.Despite gains in running, NIKE faces margin pressure and weakness in China and digital sales.NIKE Inc.’s (NKE) renewed focus on athlete-led storytelling reflects its effort to re-anchor the brand in authenticity and performance, its historical strengths. The company is reorganizing around sport-specific teams to ...

Key Takeaways MasTec's record-high Clean Energy backlog and renewables projects are fueling its long-term growth.Near-term margins remain pressured by project delays and supply-chain costs despite strong demand.Disciplined bidding, cost control and higher-margin projects could help MTZ restore operating leverage.MasTec, Inc.’s (MTZ) diversified service offerings, which span beyond oil and gas projects, are driving its growth momentum. Its focus across solar, wind and transmission projects substantiates this ...

Key Takeaways Equity Residential's Q3 normalized FFO per share of $1.02 met estimates, rising 4.1% YoY.Rental income climbed 4.6% to $782.4 million YoY, topping expectations on higher same-store revenues.EQR revised 2025 FFO guidance to $3.98-$4.02 per share, reflecting steady growth and occupancy gains.Equity Residential (EQR) reported third-quarter 2025 normalized funds from operations (FFO) per share of $1.02, which met the Zacks Consensus Estimate. The figure improved 4.1% from the year-ago quarter.Resu ...

Key Takeaways Mondelez posted 5.9% y/y sales growth in Q3, surpassing the consensus estimate.Adjusted EPS fell 24.2% on cc but still topped analyst expectations.Management trimmed 2025 guidance as cocoa costs and input inflation weighed on margins.Mondelez International, Inc. (MDLZ) posted third-quarter 2025 results, with the top line increasing year over year and surpassing the Zacks Consensus Estimate. However, the bottom line declined year over year but beat the consensus mark.The company updated its 202 ...

Editor's note: Seeking Alpha is proud to welcome Archean Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I'm a long-time investing enthusiast, with a fascination for the history of cyclical patterns in metals and minerals prices. I have a Msc in Geology, with a focus on applied risk management. My geological education taught me to approach th ...

Alan Brochstein, CFA, is one of the first investment professionals to focus exclusively on the cannabis industry. Alan got his start as a financial professional in the securities industry in 1986, managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent consulting to registered investment advisors. He is also the managing partner of New Cannabis Ventures, a leading provider of relevant financial information in the cannabis industry si ...

Core Insights - Nvidia is capturing a significant share of the AI spending boom, contributing to its valuation of nearly $5 trillion [1][12] - The new metric for AI data centers is gigawatts of computing capacity, with 1 gigawatt costing approximately $35 billion, representing a new economic foundation for AI [3][4] AI Data Center Costs - The largest cost component in an AI data center is GPUs, accounting for about 39% of total spending, with Nvidia's chips being the primary drivers [7][12] - Networking equipment constitutes around 13% of data center costs, benefiting companies like Arista Networks, Broadcom, and Marvell [14] - Power distribution and cooling infrastructure represent significant costs, with power distribution alone taking up nearly 10% of spending [16][18] Company Opportunities - Nvidia captures nearly 30% of total AI data center spending as profit due to its high gross profit margins of 70% [12] - TSMC, Nvidia's foundry partner, earns approximately $1.3 billion per gigawatt from manufacturing GPU components [12] - Other chipmakers like AMD and Intel are attempting to catch up, while hyperscalers such as Google, Amazon, and Microsoft are investing in custom AI accelerators [13] Infrastructure and Operational Costs - Real estate, electricity, and labor account for about 10% of upfront costs, with operational costs being relatively low [18] - The annual electricity cost to run a 1 gigawatt AI data center is about $1.3 billion, and personnel costs are minimal, with only 8 to 10 staff members typically required [18] - The bottleneck is shifting towards power availability, with companies like Siemens Energy and GE Vernova experiencing increased orders for turbines and grid infrastructure [19]

MCLEAN, Va., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Cycurion, Inc. ("Cycurion" or the "Company") (NASDAQ: CYCU), a publicly traded leader in technology and staffing solutions for the public sector, today announces its selection as an approved vendor under the Florida State Term Contract for Information Technology (IT) Staff Augmentation Services. This multi-year contract positions Cycurion at the forefront of Florida's ambitious digital modernization agenda, enabling the Company to deploy elite IT talent across ...

MCLEAN, Va., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Cycurion, Inc. ("Cycurion" or the "Company") (NASDAQ: CYCU), a publicly traded leader in technology and staffing solutions for the public sector, today announces its selection as an approved vendor under the Florida State Term Contract for Information Technology (IT) Staff Augmentation Services. This multi-year contract positions Cycurion at the forefront of Florida's ambitious digital modernization agenda, enabling the Company to deploy elite IT talent across ...