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CEG vs. AEP: Which Utility Is Best Positioned for Long-Term Growth?
ZACKS· 2025-07-25 13:41
Key Takeaways AEP is boosting grid strength and exploring SMRs to meet rising demand from data centers.AEP plans $54B in investments through 2029, targeting grid upgrades and future nuclear projects.ROE favors CEG at 21.93%, but AEP's 3.41% dividend yield and earnings growth give it a current edge.The need for clean electricity is rising sharply due to a number of factors, including the development of enormous artificial intelligence-powered data centers, urbanization, industrial growth, rising global tempe ...
AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?
ZACKS· 2025-07-25 13:36
Key Takeaways TSM posted strong Q2 gains, with revenues and EPS up 44% and 67% Y/Y in USD terms on AI chip momentum.HPC, tied to AI, rose 14% quarter over quarter and contributed 60% of TSM's second-quarter sales.Advanced node investments and global manufacturing growth position TSM for sustained AI demand.Taiwan Semiconductor Manufacturing Company’s (TSM) recently reported financial results for the second quarter of 2025 highlight how artificial intelligence (AI) has become a key growth driver for its busi ...
X @Investopedia
Investopedia· 2025-07-25 13:30
ServiceNow beat profit and sales estimates on rising demand for its artificial intelligence business product. https://t.co/5f8OBQwkf8 ...
Core Scientific: Why Smart Money Is Betting Big On This AI Infrastructure Play
Seeking Alpha· 2025-07-25 13:30
Recent developments surrounding Core Scientific, Inc. (NASDAQ: CORZ ) have shaped what I think is one of the more interesting long-term setups out there right now. After digging through the fundamentals, the options flow, and dark pool data, it’s clear to meI’m an independent investor with a passion for exploring opportunities in options trading, analyzing dark pool activity, and understanding macroeconomic trends. With years of hands-on experience, I’ve developed a keen interest in identifying market trend ...
Sensient(SXT) - 2025 Q2 - Earnings Call Presentation
2025-07-25 13:30
Within this document, the Company reports certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan costs, (2) percentage changes in revenue, operating income, and diluted earnings per share on an adjusted local currency basis, which eliminate the effects that result from translating its international operations into U.S. dollars and rest ...
Cadence Set to Report Q2 Earnings: What's in the Offing?
ZACKS· 2025-07-25 13:25
Key Takeaways CDNS expects Q2 revenues between $1.25B-$1.27B, up from $1.06B in the year-ago quarter.AI trends and chip complexity are driving demand across EDA, IP and System Design divisions.Backlog was $6.4B in Q1, with recurring revenues and strategic partnerships supporting growth.Cadence Design Systems, Inc. (CDNS) will release results for the second quarter of 2025 on July 28.The Zacks Consensus Estimate for second-quarter 2025 earnings has been unchanged in the past 60 days at $1.57 per share. The c ...
广西交年中成绩单 GDP增速5.5%从何而来?
Sou Hu Cai Jing· 2025-07-25 13:22
中新网南宁7月25日电 (黄令妍)以人工智能为代表的新质生产力蓬勃发展、招商引资力度持续加大、稳 定外贸拓展多元市场……广西壮族自治区交出2025年中成绩单:上半年全区经济稳中向好,GDP增长 5.5%,实现"三个高于",即高于全国平均、高于预期目标、高于去年同期。 25日,2025年广西全区年中工作会议暨三季度经济发展调度会召开。会议透露,全区经济迎难而上,巩 固了一季度"开门红",实现上半年"双过半"目标。上半年广西一二三产增速均高于全国,固定资产投资 继续保持正增长。外贸进出口总额增长13%,比全国高10.1个百分点;北部湾集装箱吞吐量增长超 10%。重大项目加快推进,平陆运河、环北部湾广西水资源配置工程分别累计完成总投资77%、30%。 会议指出,广西产业向"新"。中国—东盟人工智能创新合作中心(简称南A中心)展示中心建成并试运 营,8个东盟国家同广西签署或即将签署人工智能合作协议,100多家国内人工智能头部企业和具有核心 竞争力的初创企业来桂投资布局。上半年,全区新签约人工智能项目94个(算力算法项目24个、"AI+"场 景项目43个、智能制造项目27个),科大讯飞、奇安信、360、新华三、海天瑞声 ...
Super Micro Computer Sees Unusual Volume—Catalyst Ahead?
MarketBeat· 2025-07-25 13:19
Super Micro Computer TodaySMCISuper Micro Computer$52.52 +0.82 (+1.59%) 52-Week Range$17.25▼$73.00P/E Ratio27.63Price Target$42.89Add to WatchlistWhenever investors spot a spike in trade activity for a given stock, there is typically a significant event already underway in the company, causing new capital to flow into or out of the stock, or some unknown information has been leaked, triggering such an unusual action. This is why tracking unusual trade activity can be a helpful tool to remember. In this cas ...