At least three people—including two children—were killed by flash floods triggered by heavy rainfall in Ruidoso, New Mexico. https://t.co/G3FtY2J2DB https://t.co/G3FtY2J2DB ...

Core Insights - Kulicke and Soffa Industries, Inc. has formed a strategic partnership with Lavorro Inc. to enhance smart manufacturing solutions in the semiconductor industry, focusing on actionable insights and scalable knowledge reuse [1][2][3] Group 1: Partnership Details - The collaboration aims to integrate Kulicke and Soffa's existing solutions, such as APTURA™ equipment and KNeXt™ connectivity, with Lavorro's generative AI platform to improve factory performance and reduce operational costs [2] - Lavorro's platform includes tools like FabAssist.ai™ and ToolAssist.ai™, which utilize natural language processing and machine learning to provide virtual assistants that enhance diagnostics, recipe optimization, and maintenance workflows [2][3] Group 2: Benefits and Implementation - The partnership is expected to deliver significant value by improving mean-time-to-repair (MTTR) and mean-time-between-failures (MTBF), while also formalizing expert knowledge to accelerate onboarding and decision-making [2][3] - Solutions from this collaboration are available for early adoption, supporting both on-premise and cloud-based environments, with anticipated rapid return on investment through improved tool uptime and enhanced yield [3] Group 3: Company Backgrounds - Kulicke and Soffa is recognized as a global leader in semiconductor assembly technology, serving various markets including automotive and communications, and has a history of innovation since its founding in 1951 [4] - Lavorro specializes in Generative AI for semiconductor manufacturing, providing knowledge-driven decision support and automation solutions that are trusted by fabs and equipment manufacturers globally [5]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than solely relying on statistical studies [1] - The individual combines factor analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

My recommendation for Xylem Inc. (NYSE: XYL ) is a buy rating, as it offers pure-play exposure to the structural water scarcity, aging infrastructure, and PFAS treatment themes that drive durable, non-discretionary demand. Management’s 80/20 transformation is already delivering tangible margin gains, while the EvoquaI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental str ...

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/iv9tzQhxQr ...

🇻🇳 INSIGHT: Vietnam is legalizing crypto and tightening KYC/AML to shake off its FATF gray list status.New rules take effect Jan 2026. https://t.co/2iij3qTeCi ...

Your biggest failure is sitting there, waiting to become your greatest asset. Transform every setback into rocket fuel for your comeback. https://t.co/ddyLMnsD1l https://t.co/ddyLMnsD1l ...

Chinese weapons gave Pakistan an edge against India. What does that mean for the future of warfare? Listen to “Drum Tower” https://t.co/pY7jLnBi10 ...

Your biggest failure is sitting there, waiting to become your greatest asset. What if that failure was exactly what you needed to reach your next level?https://t.co/UDVX9Jz2IS https://t.co/ceIVHS4uWl ...

Prologis and Union Pacific power the arteries of commerce. Prologis (NYSE: PLD) owns and leases the warehouses and distribution centers that keep e-commerce humming, while Union Pacific (NYSE: UNP) operates the rails that haul those goods across the U.S. heartland. Both benefit from long-term shifts like e-commerce growth, manufacturing revival, and infrastructure reinvestment. But for investors looking for a blend of income and long-term tailwinds, Prologis may offer the stronger case. Here's why. Prologis ...