Key Takeaways LRCX boosted Q3 capex by $100M, driven by land purchases for planned lab and manufacturing in India. India expansion aligns with LRCX's strategy to diversify supply chains amid rising geopolitical risks. New India facility strengthens Lam's global footprint alongside sites in the U.S., Austria, and Malaysia.Lam Research Corporation (LRCX) is expanding its global footprint, and its new destination is India. In the third quarter of fiscal 2025, the company reported capital expenditures of $288 ...

He's headed to Ghana, is heading to Namibia. Can you tell us bit more the significance of the Prime Minister's visits. Hi, Yvonne.So this this comes 30 years later after former heads of states have visited Africa, particularly from India, and several ways to look at this significance. One of them is that China is the world's largest producer of rare earth minerals, and in the recent past, we've seen them starting to restrict exports for geopolitical leverage. And that leaves players like India looking for a ...

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Key Takeaways SSRM scaled a 52-week high, driven by Seabee mine restart and strong gold and silver prices. CC&V mine acquisition boosts SSRM's U.S. presence and adds 170,000 ounces to annual gold output. SSRM's 2025 EPS estimate jumped 52.4% in 60 days, with 2026 also rising 16% on a stronger outlook.SSR Mining Inc. (SSRM) stock hit a 52-week high of $13.48 yesterday before closing the session a tad lower at $13.45.The stock’s gain has been fueled by the news of the restart of its Seabee mine operations, ...

This is the Cola Bay, a small stretch of water at the center of a global race to dominate the Arctic. From here, Russia could mine the Arctic for oil, gas, and minerals, export those resources, and launch a nuclear weapon at anyone who threatens its ambitions. This is where Russia is storing part of the world's largest icebreaker fleet designed to plow its way through melting Arctic ice.About 5 mi away is the Arctic's largest shipping port, which could one day export the resources Russia wants to mine from ...

Core Points - Satellogic, Inc. has been added to the U.S. small-cap Russell 3000 Index, effective after market close on June 27, 2025, marking a significant milestone for the company [1][3] - Membership in the Russell 3000 Index enhances Satellogic's visibility among institutional investors and is expected to increase liquidity for its shares [2][3] - The inclusion validates Satellogic's strong fundamentals and business performance, emphasizing its vertically integrated approach to democratizing access to high-resolution Earth observation data [3][4] Company Overview - Founded in 2010, Satellogic is the first vertically integrated geospatial company, focusing on providing scalable Earth observation solutions [5] - The company aims to democratize access to geospatial data, addressing critical global challenges such as climate change, energy supply, and food security [5] - Satellogic utilizes patented Earth imaging technology to deliver high-quality insights at competitive prices, with a proven track record in satellite deployment and data provision [5]

Undercover is a market-first insurance solution for cargo owners facing increasing geopolitical riskLONDON, July 08, 2025 (GLOBE NEWSWIRE) -- Willis, a WTW business (NASDAQ: WTW), has launched ‘Undercover’, a new $200 million facility, combining coverage for a range of geopolitical exposures faced by cargo owners worldwide. Developed by Willis in a joint proposition with specialist insurer, Markel, Undercover offers a unique approach to the risk transfer of cargo, war on land, terrorism, political violence ...

The Gulf nation has built a logistical network to project power in countries surrounding Sudan that includes field hospitals and airstrips, according to regional diplomats, analysts and officials. https://t.co/jXoDHPdvxc ...

The surging demand for critical minerals is reshaping global dynamics. China's dominance posing a challenge for Western nations. The US and EU are trying to catch up and reduce their reliance on Beijing and Australia.The biggest producer of us outside of China wants to leverage its role as a potential alternative. Prime Minister Anthony Albanese has pledged to create a critical minerals reserve seeking to secure supplies for the materials crucial for clean energy, smartphones and military technology, amongs ...

Core Insights - United Parcel Service (UPS) is facing significant challenges due to high labor costs and a decline in parcel volumes, impacting its bottom line [1][2] - The company is implementing cost-cutting measures, including offering buyouts to full-time delivery drivers for the first time in its history [2][11] Cost-Cutting Measures - UPS plans to reduce its workforce by 20,000, which is about 4% of its global workforce, and close 73 facilities to streamline operations [3][11] - Compensation and benefits expenses increased by 2.1% year-over-year in 2024, but are expected to decrease by 2.6% in 2025 [3] Impact of Customer Relationships - UPS has decided to reduce business with its largest customer, Amazon, by more than 50% by June 2026, as Amazon was not considered a profitable customer [4][11] Industry Context - FedEx, a competitor, is also cutting costs, including laying off over 480 employees and implementing initiatives like DRIVE, which is expected to yield significant savings [5][6] - UPS shares have declined over 24% in the past year, underperforming its industry [9] Valuation and Earnings Estimates - UPS trades at a 12-month forward price-to-earnings ratio of 13.91X, which is considered expensive compared to industrial levels [10] - The Zacks Consensus Estimate for UPS' earnings for 2025 and 2026 has been revised downward over the past 30 days [13]