OpenAI CEO Sam Altman said the startup doesn’t want federal guarantees for its data centers or a bailout if it fails, laying out what he thinks the government’s role should be in America’s AI infrastructure build-out https://t.co/WGsUraQ0TH ...

President Trump ordering the Pentagon to restart nuclear testing. This follows an announcement from Russian President President Vladimir Putin that they successfully tested its Poseidon nuclear capable super torpedo. Join us right now is Joe Lansdale, Palanteer's co-founder and AVC fun founding partner of AVC and an Apollo and Apollo Global.They just announced a partnership yesterday to fund the Innovators Rebuilding American Industry and we're going to talk about that in just a moment. But given actually y ...

Core Insights - Chart Industries, Inc. reported a significant increase in orders and sales for the third quarter of 2025, with orders reaching $1.68 billion, a 43.9% increase compared to the same period in 2024 [4][7]. - The company is in the process of being acquired by Baker Hughes, with a definitive agreement for Baker Hughes to acquire all outstanding shares of Chart's common stock for $210 per share in cash [1][15]. - The company recorded a termination fee expense of $266 million related to a previously proposed merger with Flowserve, impacting reported operating income [1][34]. Financial Performance - Total sales for the third quarter of 2025 were $1.1 billion, reflecting a 3.6% increase year-over-year, with a notable increase of 9.7% when excluding the Repair, Service and Leasing segment [6][8]. - The adjusted operating income margin reached a record 22.9%, with gross profit as a percentage of sales remaining flat at 34.1% [7][8]. - Reported diluted earnings per share (EPS) were ($3.23), but adjusted EPS increased by 27.5% to $2.78 compared to the third quarter of 2024 [8]. Segment Performance - Cryo Tank Solutions (CTS) saw orders decrease by 8.0% to $116.1 million, with sales declining by 7.0% to $151.2 million due to lower industrial gas sales [9]. - Heat Transfer Systems (HTS) experienced a significant increase in orders, up 79.1% to $760.8 million, and sales increased by 36.3% to $349.3 million, driven by demand in LNG and data centers [10]. - Specialty Products orders grew by 84.4% to $438.5 million, although sales decreased by 4.7% to $269.9 million due to timing issues and non-repeat of higher sales from the previous year [11]. - The Repair, Service and Leasing segment saw orders decrease by 3.4% to $365.0 million, with sales declining by 8.4% to $330.2 million [12]. Balance Sheet and Cash Flow - The company reported net cash from operating activities of $118.0 million, resulting in free cash flow of $94.7 million after capital expenditures of $23.3 million [13]. - The net leverage ratio improved to 2.78, down from 2.85 in the previous quarter and 3.04 in the same quarter last year [13]. - Total assets increased to $9.79 billion as of September 30, 2025, compared to $9.12 billion at the end of 2024 [29]. Acquisition Details - The acquisition by Baker Hughes was approved by approximately 99% of Chart's shareholders on October 6, 2025, with the transaction expected to close by mid-2026 [15][16]. - The merger agreement stipulates that Chart shareholders will receive $210 per share in cash upon completion of the transaction [15].

$IREN printing hard off the lows 🤝 https://t.co/4R7oGCsb5VJohnny (@CryptoGodJohn):$IREN on this correction is looking tastyExpecting AI infrastructure, data centers & energy to be a main theme over the next few years https://t.co/xabHnK2JKM ...

$IREN just like that she’s back ripping https://t.co/5G3dSVF9wuJohnny (@CryptoGodJohn):$IREN on this correction is looking tastyExpecting AI infrastructure, data centers & energy to be a main theme over the next few years https://t.co/xabHnK2JKM ...

Joining us now in a CNBC exclusive is applied digital CEO Wes Cummins. We'll talk about what this deal of course means for oh a lot of different things. Let's start off there.5 billion 15 years. Why don't you ever name the the tenants in in some of these instances confidentiality and the agreements don't allow us to name who the tenants are in our first lease. We we named Core Weeb as the tenant.But but David on this for a hyperscaler investment rate hyperscaler specifically that's most of the companies tha ...

$IREN on this correction is looking tastyExpecting AI infrastructure, data centers & energy to be a main theme over the next few years https://t.co/xabHnK2JKM ...

AI & Chip Industry Trends - The AI economy is driving insatiable demand for chips, data centers, and power solutions [2] - Large cap tech players are reliant on each other to stay ahead in the AI race [2] - Money is being spent on infrastructure buildouts for data centers and chips [6] - Strategic deals in AI infrastructure could have economic consequences and impact control down the line [6] TSM (Taiwan Semiconductor Manufacturing) Analysis - TSM is the largest dedicated chip foundry globally with 60% market share [3] - Zach's estimates project TSM's earnings at approximately $257 per share [3] - TSM's stock is up about 54% year-to-date, with a trailing 12-month dividend of around 1% [4] Market Volatility & Strategy - Short-term market volatility is expected to persist [11] - Each short-term bout of volatility is expected to be met by cash coming off the sidelines [12] - A sustained correction is not anticipated due to a "buy the dip" mentality [12] - Trade tensions, particularly between the US and China, could impact market volatility [13]

above where expand energy is now. Nick Delaso is the CEO and joins us now for power play. Nick, thank you for coming on set.We do appreciate it. >> Thanks for having us, Brian. >> Okay, the hardest words in TV are, "I was wrong." And I said erroneously the other day that there are no natural gas plants under construction.There are, they just won't open this year. We talk about all this demand that's coming for AI, this demand for natural gas, much of it yours to sell to Europe. But I'm looking at a natural ...

Tesla's co-founder says batteries have a key role to play in ensuring smooth power for data centers https://t.co/xddEmTxGPl ...