Core Insights - Aqua Metals, Inc. is showcasing its innovative lithium battery recycling technology at NAATBatt's Eighth Annual Workshop, emphasizing its scalable, cost-effective, and safer alternative to traditional hydro recycling methods [1][3][6] Company Overview - Aqua Metals operates an Innovation Center in the Tahoe-Reno Industrial Center, producing battery-grade lithium carbonate, nickel, and cobalt products at a commercial pilot scale [2] - The company claims its recycled lithium carbonate output is among the highest in North America from a true closed-loop battery recycling process [2] Technology and Benefits - The proprietary AquaRefining™ technology offers a novel solution that enhances worker safety, economic efficiency, and environmental performance compared to traditional hydro-based recycling processes [3][4] - This clean recycling technology supports the reshoring of critical minerals processing, contributing to American job growth and economic resilience [4] Event Details - The exclusive tour of Aqua Metals' facility will take place on July 31, 2025, providing workshop participants with insights into advanced lithium battery recycling operations [1][6] - The NAATBatt Annual Workshop will gather industry leaders to discuss innovations in lithium battery reuse, recycling, and market development [6] Product Highlights - The facility has produced various products, including battery-grade lithium carbonate, cobalt metal, nickel metal, and mixed hydroxide precipitate (MHP) [9] - The pilot plant has accumulated over 4,000 hours of operational runtime, showcasing significant reductions in waste streams and improved economic efficiencies [9]

Core Points - Kayne Anderson Energy Infrastructure Fund, Inc. announced a monthly distribution of $0.08 per share for July 2025, payable on July 31, 2025 [1] - The company declares distributions monthly, with the next expected in early August, subject to Board approval and compliance with debt covenants [2] - The fund aims to provide a high after-tax total return, focusing on cash distributions to stockholders by investing at least 80% of its total assets in Energy Infrastructure Companies [3] Distribution Details - Record Date / Ex-Date is July 15, 2025, with a payment date of July 31, 2025, and a distribution amount of $0.08, representing a return of 50% [3] - Cash distributions may be adjusted and are not guaranteed, varying based on portfolio changes and market conditions [4]

Company Performance - Seagate has achieved a 65% return year-to-date in 2025, significantly outperforming the S&P 500's 5% increase, driven by structural improvements and a shift towards next-gen technologies like HAMR [3] - The company forecasts Q4 adjusted EPS to be between $2.20 and $2.60, with revenue expected between $2.25 billion and $2.55 billion [7] Market Context - Seagate's stock has historically shown significant volatility, with a peak-to-trough decline of 58% during the 2022 inflation crisis and a 35.6% drop during the COVID-19 pandemic [10][11] - The stock currently trades at 18x consensus 2025 earnings, well above its three-year average of 5x, indicating elevated investor confidence but also a potential for steep declines [11] Technological Advancements - Seagate's Mozaic 3+ platform achieves 3 TB per platter through HAMR technology, with plans for 40 TB drives in 2026 and 100 TB drives by 2030, positioning the company for long-term growth [6] - The demand for high-capacity HDDs is bolstered by the increasing need for data storage in generative AI and cloud infrastructure, where HDDs remain dominant for cold storage applications [5] Competitive Landscape - Seagate's price-to-sales ratio has risen to 3x, compared to Western Digital's typical 1x during market downturns, reflecting a premium valuation amid economic uncertainties [11] - Despite strong growth expectations, the stock's performance is susceptible to macroeconomic shocks and operational setbacks, with little margin for error [8]

在生成式AI加速重塑云生态的当下， AI生态竞争力首次被纳入评选体系 ，助力行业更全面地识别具备技 术与生态协同能力的领先厂商。我们诚挚邀请广大云生态伙伴积极参与，共同推动云渠道生态的持续演进 与创新。 2025年 Canalys（现并入 Omdia）云渠道领导力矩阵评选活动正 式启动 ！ Canalys（现并入Omdia）是全球领先的科技市场独立分析机构，以渠道为核心 。致力于引导客户展望科技行业的未来，并协助客户打造具有创新思维的商业模式。25年来，我们一直为 全球科技厂商提高全球高度及本地视角的市场分析及定制解决方案，我们的分析师作为各自领域的专家， 把市场知识和客户要求相结合，为其打造定制化的研究产品。 您的参与不仅将为行业发展注入真实声音与前瞻洞察，也将为厂商提供宝贵的改进方向。 我们将于 8月15日 完成伙伴反馈收集 ， 请 扫描下方 二维码 或 点击下方" 阅读原文 " ， 即刻参与本 次评选 。您的反馈对评选结果至关重要 。 您的反馈将直接影响评选结果，并为即将于9月发布的《2025 年中国云渠道领导力矩阵》报告提供关键参考。 扫码即可参与评选活动 Canalys （现并入Omdia） 中国云 ...

J P M O R G A N North America Equity Research 27 June 2025 Semiconductors 2025 CIO Survey: Results Suggest Sustained Strong AI Spending Intentions And Supports Our View Of 30-35% Revenue CAGR For AI/Accelerated Compute Semis Over Next Several Years J.P. Morgan's recent CIO Survey (see presentation published this morning here) asked 168 CIOs, who manage ~$123B of annual enterprise IT spending power, their company-specific intentions over the next several years. Key questions asked that were relevant for semi ...

see it is outperforming every single one of them. So joining us now is the analyst behind that upgrade. Call Stifel Managing director Brad Reback.Brad, the shares as I talk about it right now, have hit a record high in trading today. Oracle has I want to call it a stealth behemoth, but people have paid attention. It's a mega-cap name that is hitting record highs outperforming mag seven.This is a call that maybe is a little late. So why do it now. And what do you see ahead for Oracle.>> Absolutely. No questi ...

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 and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Singal's mission is to empower every generation with products ranging from telecommunication to ICT leaving the operational overhead on all the infrastructure and connectivity layers to sync tab. Every enterprise that we do business with, they have transformation strategy to unlock new business lines, revenue streams and to become more efficient operationally. And as models transform, customers become more and more confident in leaning to AI to solve a lot of their challenges and to automate the way they op ...

Core Insights - Fortinet's FortiGate platform is central to its secure networking strategy, driving hardware adoption and facilitating expansion into other solutions [1][10] - The launch of the FortiGate 700G series enhances performance and energy efficiency, appealing to mid-sized businesses and distributed enterprises [3][10] - Fortinet's product revenues grew 12% year-over-year in Q1 2025, with FortiGate hardware being the primary growth driver [4] Product and Market Performance - FortiGate firewalls are often the first product for customers, leading to increased integration of Fortinet's other offerings [2][10] - In Q1 2025, FortiGate hardware outpaced overall product growth, expanding in the mid-teens [4] - The company estimates product revenues for 2025 to reach $2.14 billion, indicating a 12.3% year-over-year growth [4] Competitive Landscape - Fortinet faces stiff competition from Palo Alto Networks and Check Point Software, both of which are experiencing strong adoption of their firewall capabilities [5] - Palo Alto Networks reported a 20% year-over-year growth in Software Firewall ARR, driven by public cloud deployments [6] - Check Point Software saw a 14% year-over-year rise in product and license revenues, with expectations of continued momentum through 2026 [7] Stock Performance and Valuation - Fortinet's shares have risen 11.1% year-to-date, underperforming the Zacks Security industry's growth of 23.4% [8] - The stock is currently trading at a Price/Book ratio of 40.17X, compared to the industry's 24.88X, indicating a lower valuation score [12] - The Zacks Consensus Estimate for Q2 2025 earnings is 59 cents per share, reflecting a 3.51% year-over-year growth [15]

Group 1 - Oracle's stock experienced significant gains, rising 4.6% during trading, with an earlier peak of 8.6%, amid a positive market environment [1] - The company's valuation increased following new guidance from management and positive analyst coverage, leading to a new all-time high in share price [1][3] - CEO Safra Catz reported strong performance in the 2026 fiscal year, with MultiCloud database revenue growing at over 100% and a new deal expected to generate over $30 billion in sales starting in the 2028 fiscal year [4] Group 2 - Stifel upgraded Oracle's stock rating from hold to buy, raising the one-year price target from $180 to $250, citing increased capital expenditures and performance obligations as indicators of success in cloud services [5] - Barclays also provided positive coverage, maintaining an overweight rating and a one-year price target of $221, suggesting that recent growth and contract news would alleviate investor concerns about meeting growth targets [6] - The strong rally in Oracle's stock indicates a new valuation high, with potential for long-term gains driven by cloud advancements [7]