​Celestica Inc. (NYSE:CLS) is one of the High-Flying Tech Stocks to Buy. On January 23, RBC Capital reiterated an Outperform rating on the stock with a $400 price target. Earlier, on January 20, Aletheia Capital also reiterated a Buy rating on Celestica Inc. (NYSE:CLS) and raised the price target from $330 to $410. ​Recently, on January 22, DigiTimes report stated that Inventec, one of the competitors of Celestica Inc., is expected to expand its role in Google Tensor Processing Unit manufacturing and ramp ...

BREAKING: Redwood Materials secures $425M in expanded Series E funding at >$6B valuation, with Google among key backers.The battery recycling and energy storage pioneer, led by JB Straubel, is ramping up domestic critical materials recovery and grid-scale solutions to meet surging AI/data center power demand. ...

Core Viewpoint - Publishers may have the option to prevent their content from being utilized for AI Overviews or for training AI models outside of Google search, ensuring proper citation of their content in AI-generated results [1] Group 1 - Publishers could stop their content from being used to power AI Overviews [1] - Publishers may prevent their content from being used to train AI models outside of Google search [1] - Publishers can ensure their content is properly cited in AI results [1]

Google Photos brings its prompt-based editing feature to India, Australia and Japan https://t.co/PDJGL6SnKG ...

Opinion: Google appears to be sidelining Grokipedia.Despite massive traffic and AI adoption, searching the exact name still pushes Wikipedia instead.No suggestions. No visibility.That doesn’t look accidental. https://t.co/PUjaoBczVh ...

Google now lets users jump from AI Overviews into AI Mode conversations https://t.co/EUCkrMs7Ys ...

Financial Data and Key Metrics Changes - NextEra Energy reported full-year adjusted earnings per share of $3.71, an increase of over 8% from 2024, slightly exceeding previous guidance [4] - The company expects to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and maintain the same growth rate from 2032 to 2035, based on the 2025 earnings [4][33] - For the full year 2025, NextEra Energy's adjusted earnings per share from the corporate and other segment decreased by $0.12 year-over-year, primarily due to higher interest costs [32] Business Line Data and Key Metrics Changes - Florida Power & Light (FPL) reported earnings per share increased by $0.21 compared to 2024, driven by regulatory capital employed growth of approximately 8.1% [27] - FPL's capital expenditures for 2025 totaled approximately $8.9 billion, with a reported return on equity for regulatory purposes expected to be around 11.7% [27][28] - Energy Resources added approximately 13.5 GW to its backlog, including a record quarter of 3.6 GW, and placed 7.2 GW of projects into commercial operations, marking a record for a single year [13][31] Market Data and Key Metrics Changes - FPL's retail sales increased by 1.7% year-over-year on a weather-normalized basis, driven by strong customer growth, adding over 90,000 customers in the fourth quarter of 2025 [29] - Florida's economy is robust, with an annual gross domestic product of approximately $1.8 trillion, making it the 15th largest economy globally [29] Company Strategy and Development Direction - NextEra Energy is focused on executing its strategic plan with over 12 growth opportunities, emphasizing the need for more energy infrastructure in the U.S. [6] - FPL plans to invest between $90 billion and $100 billion through 2032 to support Florida's growth while keeping customer bills low [7] - The company is advancing its gas transmission business and has secured approximately $5 billion in new projects since 2023 [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet growing power demand and highlighted the importance of being a proven energy infrastructure builder [4][25] - The management team noted that the current economic environment presents significant opportunities for growth, particularly in renewable energy and battery storage [15][24] - The company is also leveraging artificial intelligence to enhance operations and improve grid reliability [24] Other Important Information - NextEra Energy has secured solar panels and battery storage to meet development expectations through 2029, providing a competitive advantage [14][15] - The company has a strong balance sheet and is well-positioned to support large-scale energy projects, particularly for hyperscalers [19][21] Q&A Session Summary Question: How does Google's acquisition of Intersect fit with NextEra's partnership with Google? - Management stated that the acquisition has no impact on their partnership, emphasizing NextEra's strong position and flexibility in energy development compared to smaller developers [36][39] Question: What are the gating items for large load agreements in Florida? - Management indicated that customers are waiting for legislative outcomes regarding water usage and other local requirements before moving forward with agreements [73][75] Question: What does success in 2026 look like for NextEra? - Management outlined that success would involve meeting development expectations and making significant announcements regarding large load projects in Florida [49][51]

Financial Data and Key Metrics Changes - NextEra Energy reported full-year adjusted earnings per share of $3.71, an increase of over 8% from 2024, slightly exceeding previous guidance [4] - The company expects to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and maintain the same growth rate from 2032 to 2035 [4][33] - FPL's earnings per share increased by $0.21 compared to 2024, driven by regulatory capital employed growth of approximately 8.1% [27] Business Line Data and Key Metrics Changes - FPL's capital expenditures for 2025 totaled approximately $8.9 billion, with $2.1 billion spent in the fourth quarter [27] - Energy Resources added approximately 13.5 GW to its backlog, including a record quarter of 3.6 GW since the last call [31] - Energy Resources reported full-year adjusted earnings growth of approximately 13% year-over-year, with contributions from new investments increasing by $0.47 per share [30] Market Data and Key Metrics Changes - FPL's retail sales increased by 1.7% year-over-year on a weather-normalized basis, driven by strong customer growth, adding over 90,000 customers in the fourth quarter [29] - Florida's economy is robust, with a GDP of approximately $1.8 trillion, making it the 15th largest economy globally [29] Company Strategy and Development Direction - NextEra Energy is focused on executing its strategic plan with over 12 growth opportunities, emphasizing the need for more energy infrastructure in the U.S. [6] - FPL expects to invest between $90 billion and $100 billion through 2032 to support Florida's growth while keeping customer bills low [7] - The company aims to grow its electric and gas transmission business to $20 billion of total regulated and invested capital by 2032, representing a 20% compound annual growth rate off a 2025 base [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet growing power demand and highlighted the importance of being a proven energy infrastructure builder [4][25] - The management team noted that 2025 was about laying groundwork, while 2026 will focus on execution, particularly in Florida [51] Other Important Information - NextEra Energy has secured solar panels and battery storage to meet development expectations through 2029, providing permitting protection [14][15] - The company has entered a strategic technology partnership with Google Cloud to leverage AI for enhancing operations and grid reliability [24] Q&A Session Summary Question: How does Google's acquisition of Intersect fit with NextEra's partnership with Google? - Management stated that the acquisition has no impact on their partnership, emphasizing NextEra's strong position and flexibility in energy development compared to smaller developers [36][39] Question: What is the status of data center siting opposition in Florida? - Management indicated that there are constructive legislative efforts underway in Florida that will support data center development and protect customer interests [42][44] Question: What are the expectations for announcements related to the 15 GW target? - Management clarified that the 15 GW target is part of an origination channel and that they expect to make significant announcements in 2026 regarding large load customers [50][52] Question: What is the status of nuclear recontracting in Wisconsin? - Management noted strong interest in Point Beach and emphasized a careful approach to marketing open capacity while considering local demand for data centers [64][65]

Core Viewpoint - Tesla is expected to report weak Q4 2025 earnings, with revenue projected to decline by 3.6% to $24.5 billion and profit per share potentially dropping by 40% to $0.44, driven by a 15.6% decrease in vehicle deliveries. However, the energy segment may provide a significant upside surprise, potentially offsetting some of the automotive challenges [1]. Group 1: Financial Performance Expectations - Revenue is anticipated to fall to $24.5 billion, a 3.6% decrease year-over-year [1]. - Profit per share is expected to decline by 40% to $0.44, reflecting a significant drop in vehicle deliveries [1]. - Vehicle deliveries are projected to decrease by 15.6%, indicating a slowdown in Tesla's auto business [1]. Group 2: Energy Segment Insights - Tesla's Energy segment is expected to generate $3.825 billion in revenue with a gross margin of approximately 31.1%, nearly double the automotive gross margin of 17% [1]. - The energy revenue grew by 44% year-over-year in Q3, driven by demand from AI data centers requiring stable power [1]. - Tesla's Megapack is positioned as a solution for power supply volatility, catering to major clients like xAI, Google, and OpenAI [1]. Group 3: Challenges and Risks - Regulatory credit revenue fell by 43.6% year-over-year to $417 million, with forecasts predicting a 75% decline in 2026, impacting overall profitability [1]. - The political actions of CEO Elon Musk have been estimated to have cost Tesla between 1.0 to 1.26 million potential vehicle sales from October 2022 to April 2025, with significant impacts noted in Q1 2025 [1]. - The shift to a subscription model for Full Self-Driving (FSD) may lead to a surge in January sales but could face challenges in subscriber retention and monetization in subsequent quarters [1].

Quick Read ASML (ASML) holds 100% of the EUV lithography market. ASML stock surged 145% from its 52-week low. ASML Q3 sales reached $8.78B with 51.6% gross margin. Full-year 2025 sales are projected up 15%. An analyst raised the price target to Street-high $1,642 representing 16% upside from current levels. Investors rethink ‘hands off’ investing and decide to start making real money ASML (NASDAQ:ASML) dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography tech ...