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We're headed towards the end of semiconductor cyclical inventory correction: Wolfe's Chris Caso
CNBC Television· 2025-08-13 12:22
Uh the commerce department still working out the legal details of President Trump's plan to charge 15% export uh taxes. Basically that's what it is on Nvidia and AMD for sending certain semiconductors to China. The White House says similar arrangements could be applied to other companies in the future.It's interesting the semiconductor ETF SMH is at a record high though up nearly 25% year to date. And joining us now with more on what's driving the sector, Wolf Research senior analyst Chris Casso. Did when w ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-08-13 12:20
Almost every public market company could immediately improve their business by using AI to automate parts of their company and adding bitcoin to their balance sheet.Call it the “Digital Upgrade” ...
Syntec Optics (Nasdaq: OPTX) Enables Next-Generation Hyperspectral Imaging for Critical Defense Applications
Globenewswire· 2025-08-13 12:19
ROCHESTER, NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX) (“Syntec Optics” or the “Company”), a leading provider of technology products to defense, biomedical, communications, and consumer industry leaders, today highlighted its critical role in enabling the next generation of advanced hyperspectral imaging (HSI) technology. The company manufactures the core elements that power state-of-the-art HSI systems used in defense markets. Hyperspectral imaging is a powerful ...
HUMBL and MultiCortex Launches CortexPC – a Computer with an AI-native Operating System
Globenewswire· 2025-08-13 12:15
San Diego, CA, Aug. 13, 2025 (GLOBE NEWSWIRE) -- HUMBL, Inc. (OTC: HMBL) is proud to announce that it will begin selling the CortexPC – a proprietary line of AI-native computers. The CortexPC will be powered by the MultiCortex operating system, a revolutionary platform designed for next-generation personal and enterprise computing, with a full focus on privacy and high performance. This launch delivers computers with an AI-native operating system and heterogeneous computing capabilities. The solution addres ...
3 Battery Stocks to Buy and Hold for the Rest of the Decade
MarketBeat· 2025-08-13 12:09
Artificial intelligence (AI) is fueling dramatic shifts in energy and transportation. However, those shifts will require power from battery technology. GrandView Research projects that the global battery market will be valued at $329.84 billion by 2030. That’s a compound annual growth rate (CAGR) of 16.4% from 2025 through 2030. Electric vehicle (EV) technology remains front and center. However, investors will also find the need for innovative battery solutions in industrial, aerospace, and other industries ...
X @Polyhedra
Polyhedra· 2025-08-13 12:00
AI is moving faster than ever but trust, privacy, and compliance aren’t keeping up.At Polyhedra, we’re building the framework.🎥 Watch the latest black box by @Tony0kAI 👇 https://t.co/BGeeYUOOog ...
Katapult(KPLT) - 2025 Q2 - Earnings Call Presentation
2025-08-13 12:00
Business Overview - Katapult operates a lease-to-own solution connecting consumers and merchants for omnichannel transactions[6] - The company's mission is to enable consumers to acquire durable goods and connect retailers with engaged consumers[11] - Katapult estimates a total US addressable market of $50-60 billion for underserved consumers[26] Financial Performance - Gross originations grew by 30.4% year-over-year in Q2 2025[20] - Revenue increased by 22.1% year-over-year in Q2 2025[20] - Adjusted EBITDA was $0.3 million in Q2 2025, exceeding the breakeven outlook[20] - Total app originations have reached $300.3 million since the launch of the app marketplace in Q1 2023[35] - KPay originations grew 81% year-over-year in Q2 2025, representing approximately 39% of total gross originations[20, 36] Customer Base and Engagement - Approximately 990,000 applications were approved in the last twelve months[10] - Repeat customers accounted for 58.4% of gross originations in Q2 2025[14, 20, 44] - Total application volume grew by over 91% year-over-year in Q2 2025[17, 20] Marketplace and Merchant Partnerships - The platform includes over 200 merchants[10, 42] - Approximately 60% of Q2 2025 gross originations started in the app marketplace[20, 31, 33, 35]
Springer Nature (SPG) Earnings Call Presentation
2025-08-13 12:00
SPRINGER NATURE COMPANY OVERVIEW June 2025 SPRINGER NATURE – A LEADING GLOBAL RESEARCH PUBLISHER 1 Springer Nature is one of the leading publishers of research in the world. Through our leading brands, we provide technology- enabled products, platforms and services that help researchers to uncover new ideas and share their discoveries, health professionals to stay at the forefront of medical science, and educators to advance learning. WHO WE ARE OUR SEGMENTS & HIGHLIGHTS RESEARCH EDUCATION HEALTH • >9,000 e ...
Radcom(RDCM) - 2025 Q2 - Earnings Call Presentation
2025-08-13 12:00
Q2 - 2 5 Earning s A u g u st 1 3, 2 0 2 5 Had a r R a h a v CFO 1 SAFE HARBOR PROVISION This conference call will contain forward-looking statements. Forward-looking statements in the conference call involve several risks and uncertainties, including, but not limited, to the Company's statements about its momentum, strategic direction and goals, market position and trajectory, future execution and delivery of value to customers, strengthening its core customer base, development of and enhancing strategic p ...
X @The Wall Street Journal
U.S. export controls on Nvidia’s artificial-intelligence chips have been at the center of U.S.-China trade talks, yet it appears China is discouraging its companies from buying one of them: the H20s https://t.co/XesWpRfhtb ...