RT Troy Jones (@troyrjones)What an amazing life changing journey Tesla provided me and my family these last 15 years. I’m filled with gratitude for the friendships formed and the amazing achievements that were accomplished. Thank you, Tesla owners, for being the heartbeat of our mission to accelerate sustainable energy! Your passion and support drive us forward. Huge shoutout to the incredible Tesla team—especially the rockstar NA Sales, Service, and Delivery teams—for their tireless dedication and fight to ...

Core Insights - EMCOR Group reported record-setting Q2 FY2025 results, with GAAP revenue of $4.30 billion and GAAP diluted EPS of $6.72, both exceeding analyst expectations [1][5] - The company experienced significant year-over-year growth, with revenue increasing by 17.2% and EPS by 28.0% [2][5] - Strong performance was driven by core business execution, growth in project backlog, and positive impacts from recent acquisitions [1][4] Financial Performance - GAAP revenue reached $4.30 billion, surpassing the estimated $4.11 billion, while GAAP EPS was $6.72 compared to the consensus of $5.74 [2][5] - Operating margin improved to 9.6%, up from 9.1% in Q2 2024 [2][5] - Net income rose to $302.2 million, a 22.1% increase from $247.6 million in Q2 2024 [2] Business Overview - EMCOR operates as a leading specialty contractor in the U.S., focusing on mechanical construction, electrical contracting, and industrial maintenance [3] - The company generates 97% of its revenue domestically, allowing it to leverage local market knowledge [3] Strategic Focus - Recent diversification into high-growth sectors such as data centers, healthcare, and sustainable energy is a key strategy for EMCOR [4] - The acquisition of Miller Electric has expanded the company's service offerings and project pipeline [4][6] Project Pipeline - Remaining Performance Obligations (RPOs) surged to a record $11.91 billion, reflecting a 32.4% year-over-year increase [2][8] - Data center projects are a primary growth driver, with significant expansion and complexity in the project scope [11] Segment Performance - U.S. Electrical Construction and Facilities Services revenue increased by 67.5% year-over-year, driven by the Miller Electric acquisition [6] - Mechanical Construction revenue grew by 6% year-over-year, with a record operating margin of 13.6% [6] - Industrial Services faced challenges, with a revenue decline of 13.3% [6] Cost Management - SG&A expenses rose to $418.6 million, or 9.7% of revenue, attributed to increased staffing and acquisition integration costs [7] - Management expects normalization of this expense ratio as integration costs decrease [7] Future Outlook - EMCOR raised its FY2025 revenue guidance to $16.4 billion–$16.9 billion and non-GAAP diluted EPS guidance to $24.50–$25.75 [15] - The company anticipates continued growth supported by a robust project backlog and strong execution [15]

RT winespring 🚀✨ (@winespringcafe)> Optimus has officially become a member of Cyber Beach 🦾📐 We are Tesla, xAi, SpaceX, Boring, Neuralink, and X 👉🏻 here to drive sustainable energy, expand humanity to Mars, enhance human potential with neural tech, revolutionize infrastructure, and deepen cosmic understanding for a brighter future 💫@winespringcafe @MrMoonBound @TSLATNA @TesLatino @teslaownersSV @JEHazel75 @chattybird0306 @Rocket_Mcfly @mrtimer2022 @JoeTegtmeyer @Cybertruck0001 @theXtakeover @elonmusk @tesla ...

Core Points - Nexans announces the departure of Jean-Christophe Juillard as Deputy Chief Executive Officer and Chief Financial Officer, with a search for a successor already initiated [1][4] - Juillard's contributions have significantly improved Nexans' profitability, strengthened its financial structure, and accelerated the implementation of its sustainable value creation strategy [2] - CEO Christopher Guérin expressed gratitude for Juillard's commitment and essential contributions to the transformation of Nexans [3] Company Overview - Nexans has been a key player in the electrification of the planet for over a century, employing approximately 28,500 people across 41 countries [5] - In 2024, Nexans generated €7.1 billion in standard sales and is recognized as a leader in cable systems and services across four main business areas: PWR-Transmission, PWR-Grid, PWR-Connect, and Industry & Solutions [5] - The company is committed to sustainable initiatives, aiming for Net-Zero emissions by 2050, and was the first in its industry to create a Foundation supporting such initiatives [5]

Core Insights - Halliburton reported Q2 2025 GAAP revenue of $5.51 billion, exceeding expectations by 1.7%, but showed a 5.5% decline year-over-year [1][2][5] - Adjusted EPS for the quarter was $0.55, aligning with consensus estimates, while net income fell to $472 million, a decrease of 33.4% compared to the previous year [1][2][5] - The company faces margin pressures and a cautious outlook due to subdued demand in the oilfield services market [1][13] Financial Performance - Revenue for Q2 2025 was $5.51 billion, down from $5.83 billion in Q2 2024, reflecting a 5.5% year-over-year decline [2][5] - Operating margin decreased to 13% from 17.7% in the previous year, indicating ongoing profitability challenges [2][5] - Free cash flow dropped to $582 million, a 41.7% decrease from $999 million in Q2 2024 [2] - Net income for the quarter was $472 million, down from $709 million in the previous year, marking a 33.4% decline [2][5] Segment Performance - The Completions & Production segment generated $3.17 billion in revenue, an 8% decrease year-over-year, with operating income down 3% from Q1 2025 [6] - The Drilling & Evaluation segment reported $2.34 billion in revenue, down 3.8% year-over-year, with operating income decreasing 11% compared to Q1 2025 [7] - North America revenue was $2.26 billion, down 9% year-over-year, while Latin America and the Middle East/Asia regions also experienced declines [8][9] Strategic Focus - Halliburton operates in over 70 countries, focusing on oilfield services and products, with core segments in Completions & Production and Drilling & Evaluation [3][4] - The company emphasizes digital transformation, international growth, and sustainability, with capital expenditures targeted at 6% of revenue in 2024 [4] - Halliburton Labs has been expanded to support the transition to sustainable energy [4] Technological Advancements - The company launched EarthStar 3DX for enhanced geological insights and introduced automated drilling technologies in partnership with Nabors Industries [10] - A closed-loop hydraulic fracturing system was developed with Chevron U.S.A to improve well performance [10] Capital Management - Halliburton returned $250 million to shareholders through share repurchases and maintained a quarterly dividend of $0.17 per share [12] - Total capital expenditures for the quarter were $354 million, reflecting the company's commitment to capital discipline [11] Future Outlook - Management has adopted a cautious outlook, anticipating softer demand in the oilfield services sector and highlighting risks related to oil and gas price volatility [13]

Investment Trends - Family offices' direct investments in startups decreased by 32% in the first half of the year [2] - AI was the only sector that experienced an increase in family office investments [3] - Peter Thiel's family office was among the most active, investing in aeronautics and AI companies [3] - Lucas Walton's family office invested in sustainable energy and agricultural companies [4] Factors Influencing Investment - Family offices slowed down deal-making in the first half of the year due to uncertainty regarding tariffs [1] - Startups may have less need for family office funding due to the availability of private capital and private credit [7] - Family offices value patient, flexible, and fast investment decisions [6] Future Outlook - Increased comfort in the environment and more fundraising opportunities could lead to increased family office investments in the second half [7]

RT No Safe Words (@Cyber_Trailer)Did some soul-searching,Why am I so enamored with the Tesla Diner and why does it bring such a huge smile to my face?I figured it out.It’s everything good about America’ past wrapped into one small facility from the future.It’s our imagination and dreams on the big screen.It’s tomorrow’s sustainable energy and technology interfaced together.It’s a throwback to Quality local sourced foods that made you ‘glad you did’ instead of ‘wish you hadn’t’.It’s the marriage of architect ...

Core Viewpoint - TransAlta (TAC) is positioned as a leader in clean electricity, focusing on sustainable energy projects and customer-centered power solutions, making it a solid investment option in the utility sector [1] Growth Projections - The Zacks Consensus Estimate for 2025 earnings per share (EPS) remains unchanged at 35 cents, while the estimate for 2026 EPS has increased by 12% to 28 cents [2] Solvency - The times interest earned (TIE) ratio at the end of Q1 2025 is 1.3, indicating that TransAlta is well-positioned to meet its interest obligations [3] Dividend History - TransAlta has raised dividends 12 times in the past five years, with a current dividend yield of 1.65%, surpassing the Zacks S&P 500 Composite's average of 1.19% [4] Share Repurchase Program - The company has repurchased 1.9 million shares year to date at an average cost of $12.42 per share as part of its capital allocation strategy to enhance shareholder value [5] Growth Strategy - TransAlta aims to develop 1.75 gigawatts (GW) of incremental renewables capacity by the end of 2028, with a targeted investment of $3.5 billion, and plans to expand its development pipeline to 10 GW by 2028 [6] Stock Price Performance - Over the past three months, TransAlta's shares have increased by 32.5%, outperforming the industry's decline of 0.6% [7][8]

RT SMX 🇺🇸 (@iam_smx)"You need 100 Gigafactories to bring the whole World into a Sustainable energy future."-Elon Muskhttps://t.co/q9KhRvnit7 ...

RT Hrushi (@hrushikesh2808)The safest car in the world is meticulously crafted at Tesla factories in Fremont California, and Giga Texas. The powertrain originates from Giga Nevada, while numerous components are proudly manufactured in the USA through collaborative efforts with supply chain partners. This collective mission drives the acceleration of the world’s transition to sustainable energy. 🌿🚗 ...