Art doesn't occur in a vacuum. In fact, one might argue that art can act as a thermometer, measuring culture, politics, and the general moment. So, let's set the scene.It's 2025. As a nation, we've withdrawn from the Paris Climate Agreement. Our state, Illinois, is experiencing extended droughts and large-scale dust storms.We're also approaching the 200-year anniversary of when settlers came into MLAN County and used teams of oxen prairie breakers to rip up native prairie, making way for industrialized agri ...

Core Viewpoint - GMS is expected to report a significant decline in quarterly earnings and revenues, indicating potential challenges in its business performance [1]. Financial Performance - Analysts predict GMS will post quarterly earnings of $1.15 per share, a decline of 40.4% year-over-year [1]. - Revenues are forecasted to be $1.3 billion, reflecting a year-over-year decrease of 8.2% [1]. Earnings Estimate Revisions - There have been no revisions in the consensus EPS estimate for the quarter over the past 30 days, indicating stability in analysts' projections [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Key Metrics Analysis - Organic net sales for Wallboard are estimated to decline by 15.3%, contrasting with a 6% increase from the previous year [5]. - Organic net sales for Ceilings are expected to decrease by 0.9%, compared to an 11.4% increase last year [5]. - Organic net sales for Other products/Complementary products are projected to decline by 4.1%, down from a 3.5% increase in the same quarter last year [6]. Market Performance - GMS shares have changed by +2.7% in the past month, compared to a +3.6% move of the Zacks S&P 500 composite [7]. - GMS holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7].

Core Insights - Korn/Ferry (KFY) is expected to report quarterly earnings of $1.26 per share, indicating no change from the previous year [1] - Analysts forecast revenues of $688.94 million, representing a decrease of 0.3% year over year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, reflecting analysts' reassessment of projections [1] Revenue Projections - Analysts estimate 'Fee Revenue - Total Executive Search' at $206.26 million, indicating a year-over-year increase of 3.8% [4] - The combined estimate for 'Fee Revenue' is projected to be $688.94 million, suggesting a decrease of 0.3% year over year [4] - 'Fee Revenue - Digital' is expected to reach $91.65 million, reflecting a change of 0.4% from the prior-year quarter [4] - 'Fee Revenue - Consulting' is anticipated to be $167.62 million, indicating a year-over-year decline of 8% [5] Market Performance - Over the past month, Korn/Ferry shares have recorded a return of 0.8%, compared to the Zacks S&P 500 composite's return of 3.6% [5] - Korn/Ferry holds a Zacks Rank 5 (Strong Sell), suggesting it may underperform the overall market in the upcoming period [5]

Core Insights - Coherent Corp. has launched a diamond-loaded silicon carbide (SiC) ceramic composite aimed at improving thermal management in advanced AI datacenters and high-performance computing (HPC) systems [1][4] Product Features - The new diamond-silicon carbide material achieves isotropic thermal conductivity exceeding 800 W/m-K, which is twice the performance of copper, the current industry standard [2] - The composite closely matches the coefficient of thermal expansion (CTE) of silicon, making it suitable for direct integration with semiconductor devices [2] Performance Benefits - The diamond-SiC material significantly enhances reliability, extends component lifetimes, and reduces cooling costs, which can account for up to 50% of a datacenter's energy consumption [3] - The composite is designed to be corrosion-resistant, electrically insulating, and mechanically robust across a wide temperature range, making it compatible with direct liquid cooling (DLC) systems [3] Applications - Key applications for this innovation include direct to chip heat spreading, microchannel cold plates, semiconductor device substrates, and other advanced solutions where traditional copper-based materials are inadequate [3]

Industry Overview - The Zacks Building Products - Air Conditioner & Heating industry is positioned for long-term growth due to rising demand for energy-efficient solutions and smarter climate control technologies [1] - Companies are capitalizing on favorable policy trends and sustainability goals, increasing investments in digitalization, system upgrades, and green retrofits [1][2] - The industry includes designers, manufacturers, and marketers of products for heating, ventilation, air conditioning, and refrigeration markets [3] Market Dynamics - The residential market is driving momentum as homeowners prioritize comfort, efficiency, and indoor air quality [2] - Commercial and industrial demand is accelerating, particularly in high-tech environments requiring specialized cooling [2] - Industry leaders are enhancing market positions through service-based models and strategic acquisitions, ensuring steady revenue streams [2] Trends Influencing Growth - U.S. administration's pro-environmental moves are focusing on reducing greenhouse gas emissions, benefiting companies that provide clean and efficient energy systems [4] - The data center boom, driven by AI and cloud computing, is increasing demand for specialized HVAC solutions, presenting high-margin opportunities [5] - Technology upgrades and strategic acquisitions are driving growth, with companies investing in R&D and enhancing customer experience through digital platforms [6] Challenges and Risks - The housing market remains volatile, with higher interest rates and economic fluctuations potentially impacting renovation and construction activity [7] - Labor shortages, supply chain constraints, and rising regulatory compliance costs are significant challenges facing the industry [9] Performance Metrics - The Zacks Building Products - Air Conditioner & Heating industry ranks 67, placing it in the top 27% of over 250 Zacks industries, indicating bright prospects [10][11] - The industry's earnings estimates for 2025 have increased to $5.58 per share from $5.52, reflecting growing analyst confidence [12] Stock Performance - The industry has outperformed the broader Zacks Construction sector and the S&P 500 Composite over the past year, gaining 17.1% compared to the sector's 0.5% decline [14] - The industry is currently trading at a forward P/E of 28.43X, higher than the S&P 500's 22.11X and the sector's 17.96X [17] Company Highlights - **Comfort Systems USA, Inc.** has seen a surge in demand from advanced technology sectors, contributing to a record backlog of $6.9 billion and a 52.9% stock gain over the past year [20][21] - **Carrier Global Corporation** is focusing on innovative climate and energy solutions, with a 13.3% stock gain over the past year and an expected 18% earnings growth in 2025 [25][26]

[Alkış] [Müzik] Merhabalar. Size 4 be şarkı çalacağız bugün. İlk şarkımızla hemen başlayalım.Gelse bile son günüm koluna ölüm. Gözlerimin önünde seninle geçen günüm. Senden sonra kalbimi sevgilere kapadım.Ben seninle o günü bin yıl gibi yaşadım. [Müzik] Son arzum nedir diye gelip de bana sorsalar. Gözlerime bakıp da her şeyi anlasalar son arzum nedir diye.Gelip de bana sorsalar. Gözlerime bakıp da her şeyi anlasalar. Açık gitmez gözlerim.Ölsem bile sevgilim. Kulaklarım çınlıyor beni anlatan sözlerim. Aşkıma ...

Joining me right now is the CEO of Bit Farms, Ben Gon. Thank you very much for joining us here at Bitcoin 2025. Thank you for having me.It's great to be here. A lot of excitement in the air. Bitcoin hit a new record last week, just under $112,000.Record attendance here. 35,000 people. That's a bump from 25,000 people last year when the conference was in Nashville.So, I see that Vidit Farms is actually a sponsor of the event, and I'm wondering what prompted you to be a key participant of Bitcoin 2025 here in ...

Core Points - UNICOM Engineering has been awarded the Dell Technologies 2025 OEM Solutions Services Sales Partner of the Year, recognizing its achievements in delivering innovative OEM solutions that enhance operational efficiency and accelerate time to market [1][2] - The award is part of Dell Technologies' annual partner awards program, which highlights organizations that excel in customer success and digital transformation [2] - UNICOM Engineering's recognition is attributed to its technical expertise, integration capabilities, and commitment to service excellence [2][3] Company Overview - UNICOM Engineering is a leading provider of purpose-built application platforms and deployment services for solution providers and OEMs in various markets, including data center, storage, security, and video [5] - The company focuses on helping customers optimize business efficiencies and reduce total cost of ownership through its solution design technologies and integration expertise [5] - As a Titanium OEM partner, UNICOM collaborates with Dell Technologies to create high-performance platforms tailored for software developers and OEMs [3][4] Technological Advancements - To meet the growing demands of AI and high-performance computing workloads, UNICOM Engineering integrates advanced liquid cooling technologies, such as Direct-to-Chip and immersion cooling [6] - The company aims to deliver high-density, energy-efficient infrastructure that enhances performance, scalability, and sustainability through strategic partnerships [6]

Key Takeaways FIX posted Q1 EPS of $4.75, up 75% year over year, with revenues rising 19% to $1.83 billion. Data center and semiconductor projects drove 37% of revenues, up from 30% a year ago. FIX backlog hit a record $6.9B, with strong same-store growth and robust mechanical and electrical bookings.Comfort Systems USA (FIX) is riding a powerful wave of demand for data-center infrastructure, and its first-quarter 2025 results underscore that momentum. The company reported record earnings per share of $4. ...

Key Takeaways AAL's Q1 2025 revenues fell 0.2% YoY, hit by soft leisure demand and a January flight accident. Total operating expenses rose to $12.82B, up from $12.56B in the prior-year March quarter. AAL ended the quarter with a current ratio of 0.52, signaling significant liquidity pressure.American Airlines’ (AAL) top line is grappling with a downturn in demand and the drawbacks of the American Eagle Flight 5342 incident. Weak liquidity and escalated operating expenses also put a strain on the company’ ...