Hello everyone. We've got a lot to discuss today. Speculation has infiltrated every corner of the financial market.New data proves that the average investor is not very good. A generational job crisis may be underway. And the latest robot video means you ain't never going to have to do laundry again.We're live today from the desk of Anthony Pompiano. Before we get into today's show, we have 17,714 subscribers on YouTube and I need your help. My goal is to get to 1 million subscribers and I can't get there u ...

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Q3 2025 Financial Performance - Q3 revenue reached $1.352 billion, an increase of 11% year-over-year[5, 6, 11] - Earnings per share (EPS) stood at $1.72, reflecting a 9% year-over-year growth[5, 6] - Core operating margin increased by 110 basis points year-over-year to 25.4%[5] - YTD free cash flow amounted to $1.1 billion[5] Segment and Regional Revenue - Communications Solutions Group (CSG) revenue was $940 million, up 11% year-over-year[21] - Electronic Industrial Solutions Group (EISG) revenue was $412 million, also up 11% year-over-year[26, 33] - Americas region revenue grew by 13% year-over-year[15, 39] - Asia Pacific region revenue increased by 15% year-over-year[19, 39] Forward Guidance and Outlook - The company raised its full-year outlook, expecting revenue growth of 7% and non-GAAP EPS growth of approximately 13% for FY25[5] - Q4 2025 revenue is guided to be between $1.370 billion and $1.390 billion, with non-GAAP EPS between $1.79 and $1.85[34] Strategic Initiatives and Tariff Mitigation - The company is progressing with regulatory clearances for the Spirent acquisition, expecting closure in Q4 FY25[5] - The company is actioning a multi-pronged approach to reduce the impact of tariffs, with an incremental gross impact of tariff increases announced on August 1 being $75 million on an annualized basis[5]

The booming demand for artificial intelligence is creating increased investment in data centers.The stock for data center infrastructure company and Nvidia partner Vertiv (VRT -4.97%) is trading up 84% since the end of March. That growth could continue as the company's underlying momentum is being masked by the effect of tariffs and an acceleration in investment to fuel future growth. Vertiv's quiet growth burstThe table below shows the progression of its full-year guidance in 2025. Vertiv's sales guidance ...

ScanTech AI Strengthens Service Capabilities by Selecting Curie Technologies ScanTech AI Strengthens Service Capabilities by Selecting Curie Technologies Atlanta, GA, Aug. 19, 2025 (GLOBE NEWSWIRE) -- ScanTech AI Systems Inc. (the "Company" or "ScanTech AI") (Nasdaq: STAI), a next-generation provider of AI-powered CT screening systems for aviation, customs, and critical infrastructure, today announced its service collaboration with Curie Technologies to integrate the Curie™ software platform into its SE ...

I mean, as we're seeing record bookings, record number of large new clients, megadeals, we're talking about new cash. Is it all about platform ization is all about the suite of products you're able to offer them a lot of this year. Again, Caroline, and thank you for remembering our platform ization.Yes, it is. I think it is about the problem in the industry. The industry has got too many fragmented players where the customers are left to do the stitching and cybersecurity themselves.And now the pace at whic ...

Self-forming, self-healing mesh brings cameras and IoT onto one edge platform; on-site AI alerts—no cloud required; a blueprint for connected, intelligent worksites.NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Safety incidents, delays, and equipment loss cost the global construction sector hundreds of billions each year. Against that backdrop, Veea Inc. (NASDAQ: VEEA) (“Veea” or the “Company”), a leader in intelligent edge infrastructure, and systems integrator Genesys Impact today announced a deployment for ...

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At Meta, a chaotic culture and lack of vision have led to brain drain, with rivals saying its AI talent is lackluster. But Zuckerberg’s frenzied hiring spree hasn’t stopped the departures.https://t.co/CGN67y95Rz https://t.co/4LmQ4jlr54 ...