Workflow
Trial
icon
Search documents
Nvidia(NVDA) - 2026 Q1 - Earnings Call Transcript
2025-05-28 22:02
NVIDIA (NVDA) Q1 2026 Earnings Call May 28, 2025 05:00 PM ET Company Participants Toshiya Hari - VP of Investor Relations & Strategic FinanceColette Kress - EVP & CFOJensen Huang - Founder, President and CEOJoseph Moore - Managing DirectorVivek Arya - Managing DirectorCJ Muse - Senior Managing DirectorBen Reitzes - Managing Director – Head of Technology ResearchTimothy Arcuri - Managing DirectorJake Wilhelm - Vice President Operator Good afternoon. My name is Sarah, and I will be your conference operator to ...
Kadant Awarded $18 Million in Orders for Wood Processing Systems
Globenewswire· 2025-05-28 20:58
WESTFORD, Mass., May 28, 2025 (GLOBE NEWSWIRE) -- Kadant Inc. (NYSE: KAI) announced it received orders with a combined value of $18 million from three lumber producers in North America and Europe since its first quarter earnings call. The capital equipment orders are expected to ship between the end of 2025 and the third quarter of 2026. The equipment and technologies to be supplied will be used to debark, strand, chip, and batch feed whole logs and lumber wastewood to produce oriented strand board (OSB) an ...
Tech Analyst Expects Palantir Stock To Rise Above $400 As AI Revolution Kicks Into Gear
Benzinga· 2025-05-28 19:25
Palantir Technologies Inc PLTR stock has soared nearly 500% over the past year driven by its positioning in the AI space. One analyst believes the stock has a lot more runway ahead with the AI revolution still in its early stages.What To Know: Wedbush’s Dan Ives famously calls Palantir the “Messi of AI” because he expects the company to be one of the biggest beneficiaries of the AI boom. He’s been right so far, and he’s not pulling back on his bullish stance in the slightest.Wednesday on CNBC’s “Squawk On T ...
信达生物_ ASCO 会议中 IBI363 数据更新;成功路径更清晰
2025-05-28 15:16
IBI363 Data Update in ASCO; Clearer Path to Success CITI'S TAKE Innovent updated the data of IBI363 in IO-treated NSCLC, CRC and IO- treated advanced acral and mucosal melanoma at ASCO. IBI363 showed strong efficacy in IO-treated sqNSCLC with an ORR of 43.3% (13/30) (cORR 36.7%) and mPFS of 7.3 mo. We think this data could give investors more confidence in IBI363 beating docetaxel (mPFS ~4 mo and mOS 10- 12 mo) in this setting. IBI363 also showed positive data in 3L/+ MSS/pMMR CRC, with an ORR of 23.5% (16/ ...
UroGen Pharma (URGN) FY Conference Transcript
2025-05-28 14:00
UroGen Pharma (URGN) FY Conference May 28, 2025 09:00 AM ET Speaker0 Morning, everyone. I'm Tara Bancroft. I'm one of the senior biotech analysts at TD Cowen. I wanna thank you very much for joining our sixth annual oncology innovation summit. And so to start off the day, in the first session, we have a q and a with UroGen, and it's my pleasure to introduce Liz Barrett, the president and CEO, and Mark Schoenberg, the CMO. So it's a privilege to have you both here. Thank you. Thank you for being here with us ...
中控技术:布局工业AI 为人形机器人注入工业灵魂
Core Viewpoint - The company is accelerating its strategic transformation towards becoming an industrial AI company, enhancing its global presence, and entering the humanoid robot market [1][4]. Financial Performance - In the previous year, the company achieved a revenue of 9.139 billion yuan, a year-on-year increase of approximately 6%, and a net profit attributable to shareholders of 1.117 billion yuan, up 1.38% year-on-year [1]. - Excluding the impact of GDR foreign exchange gains and losses, the net profit attributable to shareholders was 1.092 billion yuan, representing a year-on-year growth of 9.60% [1]. Strategic Initiatives - The year 2025 is identified as a critical period for the company's strategic shift, with increased R&D investment in AI technology leading to short-term performance pressure but positioning the company for future growth [1]. - The company has launched innovative products such as the UCS universal control system and the TPT temporal industrial model, aimed at enhancing AI applications in process industries [2]. Product Innovations - The UCS system reduces cabinet room space by 90%, shortens construction time by 50%, and increases communication speed by over 100 times, representing a revolutionary innovation in control systems [2]. - The TPT model achieves a self-control rate of over 95%, reduces nitrogen oxide emissions by 5%, and decreases coal consumption by over 3.1%, providing significant economic benefits to clients [2]. Market Outlook - According to Omdia, the AI software market is expected to experience explosive growth, reaching a scale of 218 billion USD by 2029, driven by the integration of industrial AI models and agents [3]. - The company is actively promoting the development and application of TPT and robotics, anticipating these technologies will drive new growth [3]. Humanoid Robotics - The company has invested in the Zhejiang Humanoid Robot Innovation Center, which has launched two generations of humanoid robots and is moving towards mass production [4]. - The company has introduced the "Plantbot" solution, integrating AI and robotics to enhance perception, decision-making, and execution capabilities [4]. Global Expansion - In 2024, the company's overseas revenue reached 749 million yuan, a year-on-year increase of 118.27%, accounting for 8.25% of total revenue [5]. - The company has established 21 subsidiaries and 5 new 5S stores in various regions, enhancing the global influence of the SUPCON brand [5]. Strategic Partnerships - The company has formed deep collaborations with international clients such as Saudi Aramco and Petronas in various fields including control systems and industrial software [6]. - The company is pursuing acquisitions and partnerships to support its strategic transformation towards industrial AI and robotics [6].
OSS to Attend NVIDIA GTC Paris 2025
Globenewswire· 2025-05-27 13:00
ESCONDIDO, Calif., May 27, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leading provider of rugged, enterprise-class compute solutions for AI, machine learning (ML), and sensor processing at the edge, and an NVIDIA TIER 2 OEM and a NPN Elite Partner, today announced its participation in the upcoming NVIDIA GTC Paris Conference. The event takes place at the Paris Expo Porte de Versailles in Paris, France, on June 11–12, 2025. “NVIDIA is a valued long-time partner,” st ...
Medicus Pharma begins UAE cancer trial expansion – ICYMI
Proactiveinvestors NA· 2025-05-25 13:32
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]
【财经分析】人工智能+工业互联网,将产生怎样的“火花”?
新华财经上海5月25日电(记者陈爱平)最新消息显示,我国工业互联网核心产业规模超1.5万亿元,带 动经济增长近3.5万亿元。业界认为,人工智能正从专用、浅层阶段向通用、深层应用迈进,成为工业 互联网发展的关键变量。 接下来,我国将夯实互联互通基础,高标准实施"5G+工业互联网"512工程升级版、标识"贯通"行动和 工业互联网平台高质量发展行动;建设高质量工业数据集,在重点行业领域打造一批"高价值、高纯 度、高可用性"的工业语料库和多模态数据集;推动建设工业领域专业大模型,鼓励基础大模型向工业 领域开源共享;加快智能算力建设布局,构建"云边端"协同的智能算力网络;依托工业互联网平台大力 推进人工智能赋能新型工业化,推动工业数据、模型、知识、算法在工业互联网平台加速集聚,提升制 造业数字化网络化智能化水平。 中国信息通信研究院院长余晓晖介绍,十年来,我国发展工业互联网,推动制造业从单环节的生产层面 自动化与管理层面信息化,向系统性数字化发展,建立跨越全生命周期、全生产环节的数据链,形成以 数据驱动的优化范式。业界将许多数字技术和工业技术相结合,也有更多主体参与工业的数字化转型。 其中,平台体系的建设是我国工业互联 ...
$40 Billion Of M&A In 4 Years But More ‘May' Follow, Says Emerson COO
Forbes· 2025-05-22 14:13
Core Insights - Emerson has made $40 billion in acquisitions over the past four years and is not finished with its acquisition strategy, focusing on high-quality assets in its core domains [1][4] - Recent significant acquisitions include National Instruments for $8.2 billion and AspenTech for $7.2 billion, indicating a strong push into automated test equipment and industrial software [2][3] - The company aims to enhance its operating strength in production automation and test and measurement sectors, with a focus on optimization and software to support its vision of boundless automation [3][6] Acquisition Strategy - Emerson's acquisition strategy is not about high spending but about acquiring the right assets that align with its core competencies [4] - The company is particularly interested in research and development in the automated test sphere, while most acquisitions will likely focus on software that enhances enterprise operations [6][8] - Competitors like ABB, Honeywell, Siemens, Schneider, and Yokogawa are also active in the industrial software acquisition space, indicating a competitive market [7] Technological Focus - Emerson emphasizes the importance of software in the industrial technology stack, aiming for a software-defined hardware advantage to improve productivity, reliability, safety, and sustainability [8] - The company launched 'Project Beyond', described as the industry's first software-defined, operational technology-ready digital platform, to manage AI applications and models [9][10] - The ultimate goal is to transition customers from digitally connected plants to self-optimizing and autonomous operations [8][10]