Specialist Sales APAC Specialist Sales 10 June 2025 J P M O R G A N KR Defense (Stay Bullish), JPM EU Industrial Conf, JP Auto, Mitsubishi Elec, Key inbounds & feedback Joann Kim +852 2800 8016 joann.kim@jpmorgan.com Hitachi is hosting Investor Day today from 2pm HKT. Its IR material out and initial impression from investors was nothing really stands out, the net debt/ebitda leverage of 1-2x should continue to be favored for a Y1trn buyback but limited to Y300bn and ROIC of 12-15% indicated this time is on ...

Group 1: Investment Themes - Zacks Thematic Screens offers insights into 30 dynamic investment themes, including technology, renewable energy, and healthcare innovations [1][10] - The China Technology theme focuses on China-based technology companies listed on the U.S. stock market, covering sectors like Internet services, e-commerce, and online gaming [5][3] Group 2: China Technology Sector - The China Technology sector is characterized by companies that are leaders in their fields, aiming to reduce reliance on Western technology amid Sino-U.S. trade tensions [3][4] - Recent U.S. restrictions on high-tech exports have prompted China to accelerate self-sufficiency efforts in critical industries, enhancing its position in technology [4] Group 3: NetEase Performance - NetEase (NTES) is highlighted as a top-ranked stock within the China Technology screen, benefiting from strong quarterly results and a favorable EPS outlook [2][6] - The company reported a 7% year-over-year revenue growth in its latest quarter, driven by popular games like Marvel Rivals [8][7]

Train Technologies is reaching milestones with its stock price soaring to all-time highs and the company reaching a market cap of more than 94 billion dollars. It's the latest focus of our new series, The Y behind the high, where we're taking a look at companies whose stock is at or near record highs. Train is among them with its business focused on sustainable solutions for commercial climate and HVAC systems.Train Technologies chairman and CEO Dave Ragnary joins us now. Dave, it's great to see you again. ...

Cisco Systems (CSCO) Update / Briefing June 10, 2025 11:00 AM ET Speaker0 And a big hello to everyone around the world wherever you happen to be tuning in to this livestream. Welcome. Welcome to Cisco Live twenty twenty five from beautiful San Diego. We are streaming straight to you in any language that you need right here from the Cisco TV studio in the beautiful San Diego Convention Center. My name is Steve Moulter. I am one of your five broadcast hosts. So good to have you back here on the broadcast with ...

Financial Data and Key Metrics Changes - NVIDIA has a buy rating with a twelve-month target price of $200, driven by its leadership in AI and expansion into full rack scale deployments [2] - The company reported significant advancements in networking capabilities, particularly in AI data centers, emphasizing the importance of networking as a critical component of computing infrastructure [8][9] Business Line Data and Key Metrics Changes - NVIDIA's networking infrastructure has evolved from supporting eight GPUs last year to 72 GPUs this year, with future plans to support up to 576 GPUs [19][20] - The company is focusing on both scale-up and scale-out networking strategies to enhance performance and efficiency in AI workloads [15][16] Market Data and Key Metrics Changes - The demand for AI workloads is increasing, necessitating the design of data centers that can handle distributed computing and high throughput requirements [22][29] - NVIDIA's networking solutions, including InfiniBand and Spectrum X, are positioned as the gold standard for AI applications, with a focus on lossless data transmission and low latency [36][38] Company Strategy and Development Direction - NVIDIA is committed to co-designing networks with compute elements to optimize performance for AI workloads, moving beyond traditional networking paradigms [22][28] - The company aims to integrate Ethernet into AI applications, making it accessible for enterprises familiar with Ethernet infrastructure [40][42] Management's Comments on Operating Environment and Future Outlook - Management highlighted the critical role of infrastructure in determining the capabilities of data centers, emphasizing that the right networking solutions can transform standard compute engines into AI supercomputers [100][101] - The company anticipates continued innovation in networking technologies to support the growing demands of AI and distributed computing [100] Other Important Information - NVIDIA's acquisition of Mellanox has enhanced its capabilities in both Ethernet and InfiniBand technologies, allowing for a broader range of solutions tailored to customer needs [32][38] - The introduction of co-packaged silicon photonics is expected to improve optical network efficiency, reducing power consumption and increasing the number of GPUs that can be connected [84][85] Q&A Session Summary Question: What is the strategic importance of networking in AI data centers? - Networking is now seen as the defining element of data centers, crucial for connecting computing elements and determining efficiency and return on investment [8][9] Question: How does NVIDIA differentiate between scale-up and scale-out networking? - Scale-up networking focuses on creating larger compute engines, while scale-out networking connects multiple compute engines to support diverse workloads [15][16] Question: What are the advantages of NVLink over other networking solutions? - NVLink provides high bandwidth and low latency, essential for connecting GPUs in a dense configuration, making it superior for AI workloads [59][60] Question: How does the DPU enhance data center operations? - The DPU separates the data center operating system from application domains, improving security and efficiency in managing data center resources [54][56] Question: What is the future of optical networking in NVIDIA's infrastructure? - Co-packaged silicon photonics will enhance optical network efficiency, allowing for greater GPU connectivity while reducing power consumption [84][85]

Thai Billionaire Harald Link’s B.Grimm, Digital Edge Building $1 Billion AI-Powered Data Center https://t.co/W2TuJULxtV https://t.co/KInKfFnwjk ...

Qualcomm on Monday announced a deal to acquire British firm Alphawave Semi as the chipmaker looks to expand its push into the world of data centers. https://t.co/hflIDsMKX9 ...

Key Takeaways SO's PowerSecure has delivered 152 MW to support Edged's growing presence in key U.S. data center markets. Edged facilities run water-free cooling and cut energy use by 74%, built for high-density AI workloads. PowerSecure uses Tier 4 PowerBlocks and smart microgrids to ensure uptime, efficiency and low emissions.Southern Company’s (SO) subsidiary PowerSecure has announced a significant expansion of its strategic alliance with Edged, a premier developer of ultra-efficient and sustainable dat ...

Industry Overview - The semiconductor industry is projected to grow from $631.01 billion in 2025 to $958.93 billion by 2030, with a CAGR of 8.73% during this period, driven by demand for AI and data center technologies [2] - Shipment volume in the semiconductor market is expected to increase from 1.40 trillion units in 2025 to 2.29 trillion units by 2030, at a CAGR of 10.32% [3] AMD Insights - AMD's data center revenues surged 57.2% year over year to $3.674 billion in Q1 2025, accounting for 49.4% of total revenues, driven by the adoption of EPYC processors [4] - The launch of the AMD EPYC 4005 Series processors in May 2025 is aimed at enhancing performance and efficiency for small and medium businesses [6] - AMD's partnerships with major hyperscalers like Oracle and Google Cloud have expanded the use of its EPYC CPUs, contributing to its growth [5] Semtech Insights - Semtech's data center revenues reached a record $51.6 million in Q1 fiscal 2026, up 143% year over year, driven by demand for CopperEdge and FiberEdge products [7] - The launch of the CopperEdge portfolio in April 2025 includes solutions that enable 800G and 1.6T connectivity for AI/ML data centers, focusing on power savings and performance [8] - Semtech has strengthened collaborations with cloud service providers, enhancing its position in next-generation data center infrastructure [9] Performance and Valuation - Year-to-date, AMD shares have decreased by 2.8%, while SMTC shares have fallen by 38.5%, attributed to a challenging macroeconomic environment [11] - Both AMD and SMTC shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 5.65X and SMTC at 3.09X [14] - The Zacks Consensus Estimate for AMD's 2025 earnings is $4.02 per share, reflecting a 21.45% year-over-year increase, while SMTC's fiscal 2026 earnings estimate is $1.66 per share, indicating an 88.64% year-over-year increase [16] Earnings Performance - AMD has consistently beaten earnings estimates over the past four quarters, with an average surprise of 2.30%, while SMTC has a higher average surprise of 10.83% [17] - Semtech's stronger earnings surprise history and innovative solutions position it as a more attractive investment compared to AMD [18]

Optical Cable (OCC) Q2 2025 Earnings Call June 05, 2025 11:00 AM ET Company Participants Spencer Hoffman - DirectorNeil Wilkin - Chairman, President & CEOTracy Smith - SVP and CFO Conference Call Participants Manny Stoupakis - Research Analyst Spencer Hoffman Good morning, and thank you for joining us for Optical Cable Corporation's Second Quarter Fiscal Year twenty twenty five Conference Call. By this time, everyone should have a copy of the earnings press release issued earlier today. You can also visit w ...