Q2 2025 Financial Performance - Total revenue for Q2 2025 was $591 million, a decrease of 37% year-over-year[59] - ATS development revenue in Q2 2025 was $526 million, a 15% decrease year-over-year[59] - Wafer Services revenue in Q2 2025 was $54 million, a 6% decrease year-over-year[59] - Tools revenue in Q2 2025 was $11 million, a 96% decrease year-over-year[59] - GAAP gross margin for Q2 2025 was 185%, a 20 basis points increase year-over-year[62] - Non-GAAP gross margin for Q2 2025 was 195%, a 60 basis points increase year-over-year[62] - Adjusted EBITDA for Q2 2025 was $23 million, a 72% decrease year-over-year[63] Fab 25 Acquisition and Outlook - The acquisition of Infineon's Fab 25 in Austin, TX was completed on June 30, funded by a $350 million credit facility[11] - The final purchase price of Fab 25 was approximately $93 million, including cash payment and working capital adjustment[11] - Fab 25 is expected to approximately double the company's annual revenue and adjusted EBITDA[11] - Q3 2025 Wafer Services revenue from Texas (Fab 25) is forecasted to be $75 million to $80 million[56]

CALABASAS, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) -- NeOnc Technologies Holdings, Inc. (NASDAQ: NTHI), a multi-phase 2 clinical-stage biotechnology company advancing transformative treatments for brain and central nervous system cancers, was featured on Yahoo Finance's Trader Talk with Kenny Polcari in a podcast episode titled "AI and Biotech Take on Brain Cancer." This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Sectio ...

Core Viewpoint - 01 Communique Laboratory Inc. has signed a strategic alliance with a quantum-native crypto foundation to develop quantum-safe cryptocurrencies, marking a significant step in addressing the security risks posed by quantum computing to digital assets [1][4][5]. Group 1: Strategic Partnership - The project is set to begin immediately, with the foundation's official launch expected in the fall, and updates on the quantum-resistant token and wallet will be provided as development progresses [2]. - 01 Communique will receive compensation through development fees, a percentage of token sale proceeds, and a share in the quantum-safe tokens issued by the foundation [2][9]. Group 2: Quantum Threat and Solutions - The crypto foundation aims to develop solutions that protect blockchain-based digital assets from quantum threats, with a focus on cryptocurrencies like Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) [3][5]. - The partnership will integrate patent-pending technologies to create a quantum-safe token designed for the post-quantum era, addressing the emerging threat of quantum computing to traditional cryptographic systems [5][10]. Group 3: Technological Innovation - 01 Communique's IronCAP™ technology will be utilized to develop quantum-safe tokens that can run on existing blockchains, ensuring both security and reliability [10]. - The first quantum-resistant token will include a suite of commercial-grade components, such as a software wallet and API compatibility for third-party wallets, facilitating seamless integration with crypto exchanges [10]. Group 4: Industry Context - The urgency for quantum-resilient solutions is underscored by the practice of "harvest now, decrypt later," which highlights the potential risks of quantum attacks on current cryptographic systems [6][7]. - Major technology companies are already transitioning to quantum-resistant solutions, emphasizing the need for the crypto industry to act promptly to safeguard digital assets [5][6].

Semiconductor and quantum computing stocks have been all the rage lately, but robotics is another tech-adjacent sector savvy traders should consider. Boasting attractive entry points, shares of NXG Cushing Midstream Energy Fund (NYSE:SRV) and Symbotic Inc (NASDAQ:SYM) are worth watching during the coming months.SRV was last seen up 1.7% to trade at $42.23, while sporting a roughly 7% three-month lead. Though the stock is pacing for its third gain in the last four sessions, it has remained below $43 since it ...

Group 1 - IonQ has appointed Marco Pistoia, former head of applied research at JPMorgan Chase, as senior vice president of industry relations to assist corporate clients in adopting quantum technology [1] - JPMorgan has recently restructured its research group, which focused on quantum computing and advanced technologies, indicating a shift in strategy within the largest U.S. bank by assets [2] - IonQ is recognized as a significant player in the pure-play quantum computing sector, alongside competitors like Rigetti Computing and D-Wave, with shares experiencing substantial growth due to increasing interest in the field [3] Group 2 - In his new role, Pistoia will report directly to IonQ CEO Niccolo de Masi and will concentrate on facilitating the adoption of quantum computing and quantum-safe encryption for corporations [3]

Quantum Computing Threat Assessment - Bitcoin Policy Institute estimates a 10% probability of fault-tolerant quantum computing by 2028 [1] - Quantum computing poses a threat to Bitcoin, impacting consensus on handling potentially exposed coins, including Satoshi's [1] - There is a 30-50% chance of quantum computing posing a threat by 2030-2032 [2] - Best-case scenario suggests the quantum threat is 10+ years away [2] Mitigation Strategies - Removing the taboo around discussing quantum-resistant upgrades is crucial and must be done now [2] - Proactive discussion is necessary to avoid being forced into emergency decisions [2]

2025 FIRST-HALF BUSINESS FULL-YEAR REVENUES EXPECTED TO EXCEED €40M Bezons, July 23, 2025 - 8:00am - RIBER, the global leader in Molecular Beam Epitaxy (MBE) equipment for the semiconductor industry, reports its revenues for the first half of 2025. Business developments At June 30 (€m)20252024ChangeSystems7.89.4-17%Services and accessories3.04.3-31%Total half-year revenues 10.713.7-22% ...

Core Insights - Integrated Cyber Solutions Inc. (ICS) is developing a proprietary Federated AI Cybersecurity Architecture aimed at addressing cybersecurity challenges in a post-quantum world [1][2] - The architecture focuses on mitigating quantum risks, distributed threat surfaces, and the need for decentralized, real-time intelligence [2][4] - CEO Alan Guibord emphasizes the importance of future-proofing cybersecurity against quantum threats and redefining access, trust, and detection [3][8] Technical Framework - The architecture is based on a zero-trust design, decentralizing enforcement, enhancing privacy, and enabling rapid AI-driven responses without exposing sensitive data [4][5] - Key components include: - Edge-Oriented AI Orchestration for decision-making at the data source [5] - Dynamic Trust Indexing for real-time trust scoring [5] - Federated Threat Detection to keep sensitive data local while deploying AI for contextual threat detection [5] - Quantum-Ready Privacy Layer for future cryptographic principles [5] Strategic Vision - SecureGuard360™, ICS's flagship platform, will evolve into a control layer coordinating a decentralized security fabric powered by federated intelligence [7][10] - The Federated AI Architecture represents a significant step in ICS's innovation roadmap, showcasing the company's commitment to addressing complex global cyber threats [8][11] - ICS plans to collaborate with technology partners, academic advisors, and security architects to refine its research and develop post-quantum agile solutions [9][11]

Core Viewpoint - Palantir Technologies is considered significantly overvalued despite its recent stock price surge, with potential competitors likely to surpass it in market capitalization in the coming years [1][3][8]. Valuation Concerns - Palantir's stock has risen nearly 800% since the start of 2024, while its revenue grew only 39% year-over-year in Q1, indicating a disparity between stock price and business growth [3][6]. - The company's valuation stands at 113 times sales and 244 times forward earnings, which is exceptionally high compared to industry standards [3][7]. - Even under optimistic assumptions of 40% annual growth and a 30% profit margin, Palantir would still be valued at 67 times its hypothetical 2030 earnings, suggesting it remains overvalued [5][6][7]. Share Dilution - Palantir's management has increased the share count by 7.3% since the beginning of 2024, indicating significant dilution for existing shareholders [6]. Competitor Analysis - ASML Holding, valued at $292 billion, is a key player in chip manufacturing with a technological monopoly, expected to grow significantly as AI demand increases [9][11]. - IBM, currently valued at $266 billion, is transitioning towards AI and quantum computing, which could lead to substantial upside if it becomes a leader in these technologies [11]. - Salesforce, a leader in customer relationship management software, is integrating AI into its products and is currently valued lower than the S&P 500, making it a relatively cheaper investment [12][14]. Investment Outlook - The three mentioned companies (ASML, IBM, Salesforce) are trading at significantly lower valuations compared to Palantir's hypothetical future valuation, indicating they may present better investment opportunities [14].

Group 1: Joby Aviation Inc (JOBY) - Joby Aviation's stock is up 15.3% to $16.08, with a weekly increase of 34.5% and a year-over-year rise of over 117% [2] - The company announced plans to double production at its facilities in Dayton, Ohio, and Marina, California [2] - There is significant contrarian potential, with six out of nine brokerages maintaining "hold" or "strong sell" ratings, and 12.6% of JOBY's total available float sold short [3] Group 2: Rigetti Computing Inc (RGTI) - Rigetti Computing's stock is up 30% to $16.57, marking its best single-session gain since January 14, and is now 1,183% higher year-over-year [4] - The company reported that its 36-Qubit system achieved a mid-year performance of 99.5% median two-qubit gate fidelity, indicating significant progress in quantum computing technology [4] - Despite positive analyst sentiment, options traders are showing pessimism, with a 10-day put/call volume ratio of 0.85, higher than 96% of readings from the past year [5] - 18% of RGTI's total available float is sold short, suggesting that an unwinding of these bearish bets could support the stock's upward momentum [6]