美股三大指数集体收涨，纳指领涨主要股指，年内走势转为上涨，为2月以来的首次。截至收盘，道琼 斯指数涨0.51%，报42,519.6 4点；标普500指数涨0.58%，报5,970.37点；纳斯达克指数涨0.81%，报 19,398.96点。 凤凰网财经讯 A股三大股指集体高开，沪指涨0.04%，深成指涨0.14%，创业板指涨0.33%。光通信、可 控核聚变、超导、电商、消费电子、新能源车概念股走强；数字货币、跨境支付、EDA、低空经济、 创新药题材回调。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | | 息手 | 现丰 金额 | | 上证指数 | 3363.39 | 0.04 | 1.41 | 1033/761 | -0.01 | 326万 | 326万 34.89 乙 | | 深证成指 | 10070.85 | 0.14 | 13.68 | 1370/1015 | 0.02 | 7077 | 707万 67.58亿 | | 北证50 | 1421. ...

Acquisition Advances Permian Basin Growth Strategy TULSA, Okla., June 3, 2025 /PRNewswire/ -- ONEOK, Inc. (NYSE: OKE) today announced the acquisition of the remaining 49.9% interest in Delaware G&P LLC (Delaware Basin JV) from NGP XI Midstream Holdings, L.L.C. for $940 million, consisting of $530 million in cash and $410 million in ONEOK common stock.  Delaware Basin JV owns natural gas gathering and processing facilities in the Delaware Basin in West Texas and New Mexico, with a total processing capacity o ...

Parsons (PSN) FY Conference June 03, 2025 12:20 PM ET Speaker0 Microphone is working, but if it's not, I'll just shout. So good good afternoon. I'm Louis DePalma. I cover aerospace and defense and smart city technologies on William Blair's equity research team. This is the first day of the forty fifth annual William Blair Growth Stock Conference. We're pleased to be hosting a thirty minute, mostly presentation, with the Parsons management team. And joining me today are Chair and CEO, Carrie Smith, and Head ...

Summary of Dell Technologies (DELL) 2025 Conference Call Company Overview - **Company**: Dell Technologies (DELL) - **Event**: Bank of America's Global Tech Conference - **Date**: June 03, 2025 Key Points Financial Performance - **Revenue**: $10.3 billion in the Infrastructure Solutions Group (ISG), representing a 12% year-over-year growth, marking the fifth consecutive quarter of double-digit revenue growth [6] - **Operating Margins**: Approximately $1 billion, growing 36%, which is three times faster than revenue growth [6] - **Record Orders**: Bookings reached $12.1 billion, exceeding total shipments from the previous fiscal year in just the first quarter [7] - **Backlog**: A record backlog of $14.4 billion, indicating strong future demand [8] AI and Technology Trends - **AI Demand**: The company experienced a "blockbuster AI quarter," with significant growth in AI-related orders and a robust pipeline for the next five quarters [7][8] - **Server Business Growth**: The overall server networking business grew by 16%, with six consecutive quarters of demand growth [9] - **PowerStore Performance**: PowerStore saw its highest growth rate in 12 quarters, with 15% of new buyers being new to Dell [10] Market Dynamics - **Product Transition**: The company is adept at managing complex product transitions, having successfully deployed new technologies like Hopper and NVL 72 ahead of competitors [27][28] - **Supply Chain Management**: Dell has effectively navigated geopolitical issues and tariffs, maintaining price stability and agility in operations [34] Strategic Focus Areas - **Disaggregated Infrastructure**: There is a significant trend towards disaggregated infrastructure, driven by the need for flexibility and efficiency in cloud operations [38][41] - **Customer Segmentation**: The company identifies three main customer segments: tier two cloud service providers (CSPs), sovereign entities, and enterprises, with varying levels of maturity in AI adoption [44][50] Future Outlook - **Revenue Guidance**: The company anticipates revenue growth of over $15 billion for the year, with a focus on AI and related technologies [15][73] - **Materiality of AI Business**: The AI segment is still nascent, but expected to ramp up quickly, with significant future contributions to revenue [75] Innovation and Product Development - **Product Announcements**: Dell has made 40 major product announcements, showcasing its commitment to innovation in AI and infrastructure [56] - **Integration of Systems**: Dell positions itself as a unique integrator of compute, network, and storage solutions, enhancing performance for AI applications [65][66] Customer Engagement - **Strategic Partnerships**: The company is actively engaging with customers to define their future data strategies and optimize their AI deployments [51][55] - **Use Cases for AI**: Examples of AI applications include content generation, coding assistance, and customer service enhancements, demonstrating clear ROI for enterprises [59][62] Additional Insights - **Market Conditions**: A slight slowdown in demand was noted around April 2, attributed to macroeconomic uncertainties, but the overall market remains growing [78] - **Installed Base**: 75% of Dell's installed base is on servers 14 generations or older, indicating a significant opportunity for upgrades [79] This summary encapsulates the key insights and data points from the Dell Technologies conference call, highlighting the company's strong performance, strategic focus on AI, and innovative capabilities in the tech industry.

You’d be forgiven for thinking NRG Energy (NYSE: NRG ) is just another energy generation company - but you’d be wrong. NRG has quietly pulled off a turnaround that resulted in a surprising growth story while making itsRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is ...

Core Insights - Tucows Inc. (TCX) has outperformed both the industry composite stocks and the S&P 500, gaining 22.6% in the past month compared to a 0.5% decline in the industry and a 4.7% growth in the S&P 500 [1][2] Financial Performance - In Q1 2025, Tucows reported an 8% year-over-year increase in revenues to $94.6 million, with gross profit rising 29% to $23.5 million and adjusted EBITDA increasing 225% to $13.7 million [3] - Despite a net loss of $15.1 million, this represents a significant improvement over the previous year, with all core units contributing to the gains [3] Strategic Initiatives - Tucows has implemented targeted cost reductions and restructured its Ting fiber operations to focus on partnerships, enhancing operational efficiency and profitability [4][6] - The pivot of Ting towards partnerships has improved capital efficiency, allowing the company to preserve capital and enhance unit economics [6] Business Segment Performance - Wavelo is emerging as a high-margin growth engine, gaining traction with large telecom providers globally and focusing on AI-driven efficiencies [7] - Tucows Domains continues to deliver consistent value despite market saturation, with margin growth and steady transaction volume [8] Market Positioning - Tucows benefits from stable, recurring revenue streams, resulting in lower volatility compared to its industry, with a beta of 0.83 [9] - The company is well-positioned to capitalize on favorable industry trends, with the fiber internet and telecom software markets projected to grow 12-15% annually through 2030 [10] Overall Outlook - The stock momentum of Tucows is attributed to foundational progress rather than hype, with a focus on strengthening the balance sheet and aligning growth strategies with macro trends [11]

Core Insights - Blockmate Ventures Inc. announces that its investee, Hivello Holdings, has partnered with Banxa to enable users in 130 countries to purchase $HVLO using various fiat payment methods [1][8][12] - Hivello aims to simplify participation in Decentralized Physical Infrastructure Networks (DePIN) for users with no prior crypto experience, allowing them to earn passive income [2][9] - Hivello will conduct an airdrop of 50 million $HVLO tokens in August 2025 to reward loyal users and onboard new participants [3][17] - Hivello has committed a variable percentage of its quarterly revenue to buy back and burn $HVLO tokens, reducing the circulating supply and supporting the token's market value [4][14][15] Company Developments - The integration with Banxa will allow users to buy $HVLO directly without going through centralized exchanges, enhancing accessibility [8][9] - Hivello's airdrop program is designed to reward users who demonstrate meaningful contributions, focusing on sustained engagement and resource provision [19][21] - The "Buy Back & Burn" initiative reflects Hivello's commitment to aligning business growth with the health of its token economy, making $HVLO deflationary [15][16] Market Context - The DePIN sector has surpassed $50 billion in market cap and is projected to reach $3.5 trillion by 2028, indicating significant growth potential [10] - Hivello is positioned to onboard millions of Web2 users into Web3, leveraging its partnership with Banxa to facilitate easier access to digital assets [9][12]

- [Narrator] Renewable energy, like wind and solar has created a hidden infrastructure problem. The issue is that power grids, which carry electricity to homes and businesses weren't designed for wind and solar. And even though renewables have become a larger part of the overall power supply, grid infrastructure hasn't kept up.It's why some grid experts say renewables contributed to the severity of the blackout across Spain and Portugal in April. So we asked a mechanical engineer with over 15 years of exper ...

Core Viewpoint - SolarBank Corporation is adopting a treasury strategy that integrates Bitcoin as a strategic reserve asset, inspired by successful models from other companies, aiming to leverage the growing adoption of Bitcoin while maintaining its primary focus on renewable energy development [1][2]. Company Strategy - The company has filed an application with Coinbase Prime for secure custody and management of its Bitcoin holdings, which is expected to provide financial resilience against currency debasement and inflation [1][3]. - SolarBank's primary business remains as a renewable energy developer and power producer, with a significant pipeline of over 1 GW in development across North America [2]. Financial Partnerships and Projects - SolarBank has established a $100 million community solar financing partnership with CIM Group, targeting 97 MW of renewable power projects in the USA [4]. - The company has also engaged in a $49.5 million transaction with Qcells to deploy community solar power plants using "Made-in-USA" solar panels [4]. - Additionally, a $41 million clean energy partnership with Honeywell aims to repurpose closed landfill sites for community solar farms [4]. - A $25 million credit facility from Royal Bank of Canada is intended to support SolarBank's battery energy storage system (BESS) project portfolio [4]. Market Position and Growth - SolarBank is positioned as a first-mover in blending clean energy with decentralized finance (DeFi) and Web3, appealing to tech-savvy investors and capitalizing on the growth of the renewable energy sector [4]. - The company generates recurring revenue through long-term Power Purchase Agreements (PPAs) with utilities and partners, enhancing its financial stability [2].

REDWOOD CITY, Calif., June 3, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today announced that its 2025 Analyst Day will be held on Wednesday, June 25, 2025, starting at 12:30 p.m. ET.The event is designed to give investors, financial analysts and industry analysts an opportunity to hear from members of the Equinix leadership team who will discuss how the company is uniquely positioned to deliver the full spectrum of connectivity and digital infrastructure ...