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AI Infrastructure: Williams Is Beating Kinder Morgan In The Race To Power Data Centers
Seeking Alpha· 2025-09-24 11:05
Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...
Sagimet Biosciences Announces Upcoming Panel Participation at Fierce Biotech Week
Globenewswire· 2025-09-24 11:00
Company Overview - Sagimet Biosciences Inc. is a clinical-stage biopharmaceutical company focused on developing novel therapeutics targeting dysfunctional metabolic and fibrotic pathways [3] - The company is developing fatty acid synthase (FASN) inhibitors, with its lead drug candidate, denifanstat, being an oral, once-daily pill for treating metabolic dysfunction associated steatohepatitis (MASH) [3] - Denifanstat has received Breakthrough Therapy designation from the FDA for treating non-cirrhotic MASH with moderate to advanced liver fibrosis [3] Clinical Trials and Developments - The FASCINATE-2 Phase 2b clinical trial of denifanstat in MASH has been successfully completed with positive results [3] - Sagimet has initiated a Phase 1 first-in-human clinical trial for a second oral FASN inhibitor, TVB-3567, which is planned for acne treatment in the U.S. [3] Upcoming Events - Sagimet will participate in a drug development panel at Fierce Biotech Week from October 7-9, 2025, in Boston, MA [1] - The panel titled "How Biotechs are Leveraging Artificial Intelligence (AI)/Machine Learning (ML) to Drive Efficiency and ROI" will feature Dr. Marie O'Farrell, Senior Vice President of Research and Development at Sagimet [2] - The discussion will focus on the application of AI in drug development, particularly how Sagimet employs AI-based digital pathology platforms to enhance clinical trials for MASH [2]
Lilly to invest $6.5bn in API manufacturing facility in Texas
Yahoo Finance· 2025-09-24 08:39
Eli Lilly and Company has announced plans to invest $6.5bn in an active pharmaceutical ingredients (API) manufacturing facility at Generation Park in Houston, in the US state of Texas. The new facility will produce APIs for small-molecule medicines, including those targeting oncology, cardiometabolic health, immunology and neuroscience. It will create 615 permanent jobs, including positions for scientists, engineers, lab technicians and operations personnel. The construction phase will generate 4,000 jo ...
NVIDIA Corporation (NVDA) to Potentially Invest $500 million in Wayve
Yahoo Finance· 2025-09-24 08:06
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) has signed a letter of intent to potentially invest $500 million in Wayve, a UK-based autonomous driving technology company. This investment is said to take place in Wayve’s next funding round. The company uses machine learning and camera sensors to teach cars how to drive. This differs from traditional systems that rely on detailed ma ...
AI-powered model gives energy traders hourly forecasts
Digital Insurance· 2025-09-23 17:28
Core Insights - A tech firm, Amperon Holdings Inc., is enhancing electric-grid forecasting by providing hourly projections of US power demand up to seven months in advance, offering a new perspective compared to traditional 15-day weather forecasts [1][2] Company Overview - Amperon, co-founded in 2018 by Sean Kelly, utilizes artificial intelligence and machine learning to generate hourly demand forecasts that are updated daily based on global weather models from Europe's largest forecasting center [2][5] - The company is backed by notable investors including Energize Capital, HSBC Holdings Plc, National Grid Plc, and Tokyo Gas [4] Industry Context - The challenge of predicting electricity usage has increased due to extreme weather events and the growing influence of heat pumps, solar energy, batteries, and electric vehicles on demand [3] - Demand from data centers is projected to more than double by 2035, increasing its share of total US electricity usage from 3.5% to 8.6% [3] Market Demand - Utilities and power retailers are seeking improved visibility into weather conditions and consumer behavior to mitigate price shocks, while energy speculators are looking for a competitive edge through advanced forecasting [4] - Amperon's forecasts are being utilized by major power companies such as PG&E Corp., Orsted AS, AES Corp., and Eversource Energy [4] Forecasting Methodology - The accuracy of Amperon's projections relies on the underlying weather forecasts, which are derived from models developed by the European Centre for Medium-Range Weather Forecasting [5][6] - Amperon's machine learning models enhance the granularity of these forecasts, providing hourly temperature predictions over a seven-month period [7] Performance Indicators - Early indications suggest that Amperon's forecasting approach can yield accurate predictions, with successful backtests showing the ability to forecast demand spikes and weather impacts well in advance [8]
PGY vs. TREE: Which Fintech Lender Has a Clearer Path to Profits?
ZACKS· 2025-09-23 17:21
Core Insights - Pagaya Technologies Ltd. (PGY) focuses on AI and machine learning for credit underwriting, while LendingTree, Inc. (TREE) operates a traditional online lending marketplace [1][2] - PGY has shown significant growth with a 344.6% increase in stock price year-to-date, compared to TREE's 88.8% [11][14] Pagaya Technologies Ltd. (PGY) - PGY has diversified its business model from personal loans to include auto lending and point-of-sale financing, enhancing resilience across economic cycles [3] - The company has established a network of over 135 institutional partners and utilizes forward flow agreements for funding stability [4] - In Q2 2025, PGY recorded its second consecutive quarter of positive GAAP net income and raised its revenue guidance for 2025 to between $1.25 billion and $1.325 billion [5] - PGY's proprietary technology allows lenders to present pre-approved offers, improving credit access with minimal marketing costs [6] - The company operates with minimal on-balance-sheet exposure, maintaining liquidity and minimizing loan write-downs through strategic ABS issuance and forward flow agreements [7] - The Zacks Consensus Estimate for PGY's revenues in 2025 and 2026 is $1.31 billion and $1.53 billion, indicating year-over-year growth rates of 28.4% and 16.3% respectively [19] - PGY's earnings estimates for 2025 and 2026 suggest year-over-year growth of 219.3% and 29.3% respectively [21] LendingTree, Inc. (TREE) - TREE connects consumers with financial service providers and has expanded its offerings to include credit cards and various loan types [8][9] - The company launched its first consumer credit product, WinCard, in 2023, and has initiatives to enhance cross-selling opportunities [9][10] - In Q2 2025, TREE's adjusted EBITDA rose 35% year-over-year, with total revenues expected between $1 billion and $1.05 billion for 2025 [13] - The Zacks Consensus Estimate for TREE's revenues in 2025 and 2026 is $1.03 billion and $1.10 billion, implying year-over-year growth rates of 14.9% and 6.8% respectively [22] - TREE's earnings estimates indicate a 37% year-over-year growth for 2025 and 7.5% for 2026 [23] Comparative Analysis - PGY's stock is trading at a lower price-to-book (P/B) ratio of 6.72X compared to TREE's 8.44X, indicating a more attractive valuation [15] - PGY has a return on equity (ROE) of 31.69%, while TREE's ROE is higher at 52.33%, reflecting TREE's efficiency in using shareholder funds [17] - Despite TREE's operational maturity and stability, PGY has a stronger revenue and earnings growth outlook, along with a better valuation [26]
Lilly plans to build a new $6.5 billion facility to manufacture active pharmaceutical ingredients in Texas
Prnewswire· 2025-09-23 17:00
Accessibility StatementSkip Navigation The new Houston site, Lilly's eighth U.S. manufacturing facility announced since 2020, will focus on domestic production of small molecule synthetic medicines Company plans to create 4,615 manufacturing and construction jobs INDIANAPOLIS, Sept. 23, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) announced today that it plans to build a new $6.5 billion manufacturing facility at Generation Park in Houston, Texas. This planned next-generation synthetic medicine a ...
ASM International (OTCPK:ASMI.Y) 2025 Investor Day Transcript
2025-09-23 13:32
ASM International (OTCPK:ASMI.Y) 2025 Investor Day September 23, 2025 08:30 AM ET Company ParticipantsVictor Bareño - Head - IRHichem M'Saad - CEO & Chairman of the Management BoardVamsi Paruchuri - Corporate VP, Technology Innovation & Market ResearchJason Foster - Corporate VP, Spares & Service Business UnitEric Shero - VP & ALD Key Product Unit HeadPaul Verhagen - CFO & Member of the Management BoardDidier Scemama - Equity Research & Head - EMEA Tech Hardware/Semiconductor ResearchAdithya Metuku - Direct ...
Digital Brands Group Accepted into NVIDIA Connect Program via Technology Arm
Globenewswire· 2025-09-23 13:00
Austin, Texas, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Digital Brands Group, Inc. (NASDAQ:DBGI) (the “Company,” “Digital Brands Group” or “DBG”), a publicly traded company specializing in e-commerce and fashion, today announced that its technology arm, Open Daily Technologies Inc. (“Open Daily Technologies”), has been accepted into the NVIDIA Connect Program. This milestone provides Digital Brands Group with access to NVIDIA’s world-class AI/ML resources, engineering expertise, and global ecosystem, further stre ...
BullFrog AI to Showcase AI-Powered Clinical Data Solutions in Xtalks Webinar
Globenewswire· 2025-09-23 12:00
GAITHERSBURG, Md., Sept. 23, 2025 (GLOBE NEWSWIRE) -- BullFrog AI Holdings, Inc. (NASDAQ: BFRG; BFRGW) ("BullFrog AI" or the "Company"), a technology-enabled drug development company using artificial intelligence (“AI”) and machine learning to enable the successful development of pharmaceuticals and biologics, that its Director of AI, Machine Learning & Innovation, Juan Felipe Beltrán Lacouture, PhD, will present a live webinar hosted by Xtalks titled “Clinical Data Analysis with Agents: Reliable Automation ...