Some Democrats are using tough rhetoric about public-school performance, signaling an emerging divide within the party over K-12 education https://t.co/Athvyi4N9E ...

Vietnam’s parliament passed a revised law on credit institutions, bolstering the central bank’s authority to ensure the safety of the banking system while offering long-awaited legal clarity for commercial lenders to resolve non-performing loans https://t.co/YvtKKiCEfJ ...

Interesting results from these 2 polls89% think Bitcoin will outperform the S&P 500 over the next 20 yearsYet ~41% have no 401k crypto exposure in their 401ks and another 16% have less than 1/3It means 1) a real bid is coming once BTC more prevalent in 401ks and/or 2) people aren't acting on their conviction ...

Which outperforms over the next 20 years? ...

For the quarter ended May 2025, McCormick (MKC) reported revenue of $1.66 billion, up 1% over the same period last year. EPS came in at $0.69, compared to $0.69 in the year-ago quarter.The reported revenue represents a surprise of -0.22% over the Zacks Consensus Estimate of $1.66 billion. With the consensus EPS estimate being $0.65, the EPS surprise was +6.15%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations ...

AUSTIN, Texas, June 26, 2025 (GLOBE NEWSWIRE) -- via IBN – BluSky AI Inc. (OTC: BSAI), a developer of modular AI data center infrastructure, has selected IBN, a multifaceted financial news and publishing company serving private and public entities, to spearhead its corporate communications efforts. BluSky AI is building the next generation of modular infrastructure to meet the rapidly expanding compute demands of artificial intelligence, machine learning, and high-performance computing. The company’s flagsh ...

Hyperscale Data Sees Growth Opportunity and Undervalued Asset in Michigan Data Center, which Has the Potential to Expand to 340 MWLAS VEGAS, June 26, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today issued the following letter to its stockholders from its Founder and Executive Chairman, Milton “Todd” Ault III. Dear Stockholders, As the Founder and Executive Chairman of Hyperscale Data, I want to share important up ...

Core Viewpoint - William Blair has reaffirmed its Market Perform rating on QuantumScape despite a significant surge in its share price, indicating caution regarding the sustainability of this rally [1][2]. Group 1: Stock Performance - QuantumScape's stock closed at $5.67, reflecting a daily increase of 30.95%, but retraced slightly to $5.57 in pre-market trading [1]. - Historical precedents show that QuantumScape's stock has experienced temporary surges, such as a nearly 50% increase in January 2024 and a 30% jump in July 2024, both of which reverted to previous levels [3][4]. Group 2: Financial Fundamentals - QuantumScape has a strong liquidity position with $860.3 million in cash and a current ratio of 16.66, significantly exceeding its debt obligations [5]. - Despite the strong liquidity, analysts express caution due to ongoing significant financial losses and do not expect QuantumScape to achieve profitability within the current fiscal year [5]. Group 3: Future Considerations - Analysts emphasize the importance of clarity regarding QuantumScape's potential launch customers and unit economics, which are crucial for assessing the company's long-term growth and sustainability [6]. - The recent stock rally should be approached with caution, considering the historical volatility and current financial realities surrounding QuantumScape [6].

Core Insights - HIVE Digital Technologies Ltd. reported total revenue of $115.3 million for FY2025, with a significant contribution from digital currency mining and high-performance computing (HPC) services [6][3] - The company achieved adjusted EBITDA of $56.2 million, representing 48.7% of total revenue, despite a net loss of $3.0 million [6][3] - HIVE's Bitcoin production reached 1,414 Bitcoin, while HPC revenue grew approximately threefold year-over-year to $10.1 million [6][3] Financial Highlights - Total revenue for FY2025 was $115.3 million, with digital currency mining revenue at $105.2 million, down 5.2% year-over-year [6] - HPC/AI Cloud revenue was $10.1 million, a 194% increase from $3.4 million in FY2024 [6] - Gross operating margin was $25.1 million, equating to 21.8% [6] - General and administrative expenses rose to $16.6 million from $13.2 million in FY2024 due to increased staffing for global expansion [6] - Total digital currency assets were valued at $181.1 million, including 2,201 Bitcoin [6] Management Insights - The company expanded its operational hashrate from 4.5 EH/s to 6.3 EH/s, a 40% increase, despite challenges from the Bitcoin halving [7] - HIVE acquired 300 MW of hydro-powered green energy sites in Paraguay, enhancing its leadership in sustainable mining [7] - The company aims to scale its Bitcoin mining business to 25 EH/s by December 31, 2025, and continues to grow its Buzz HPC business [7] - HIVE transitioned its financial reporting from IFRS to US GAAP to align with strategic objectives and enhance comparability with U.S. peers [7] Q4 FY2025 Highlights - Q4 total revenue was $31.2 million, with digital currency mining revenue at $28.1 million, reflecting a 5.5% sequential increase [8] - General and administrative expenses for Q4 were $5.3 million, up from $4.6 million in Q3 FY2025 [8] - Bitcoin production in Q4 was 303 Bitcoin, down 6% sequentially due to increased hashrate difficulty [8] - Buzz HPC revenue reached a record $3.0 million in Q4, an 18.5% sequential increase [8]

Core Insights - Super Micro Computer (SMCI) has introduced Direct Liquid-Cooled, Building Block Solutions (DCBBS) to enhance data center efficiency for AI and high-performance computing (HPC) workloads [1][8] - The DCBBS is designed to support higher-wattage CPUs and GPUs while minimizing reliance on traditional air-cooling systems [2] - The introduction of DCBBS is expected to drive revenue growth in SMCI's server and storage system segment, which has already seen a 19% year-over-year increase in Q3 of fiscal 2025 [3] Revenue Growth and Future Prospects - SMCI anticipates significant revenue contributions from DCBBS, with projected revenues of $22.12 billion in 2025 and $30.2 billion in 2026, reflecting year-over-year growth of 48% and 36.33% respectively [4] - The company is well-positioned to lead in the transition towards sustainable and high-performance data centers, capitalizing on the growing demand for AI and HPC infrastructure upgrades [4] Competitive Landscape - SMCI's DCBBS faces competition from Hewlett Packard Enterprise (HPE) and Dell Technologies, both of which offer liquid cooling solutions [5][6] - HPE provides liquid-cooled HPC and AI servers, while Dell's solutions are designed to be modular and customizable, enhancing deployment efficiency [6] - Despite the competition, SMCI's fully integrated, rack-scale, plug-and-play design offers a competitive advantage [6] Stock Performance and Valuation - SMCI shares have increased by 46.7% year-to-date, outperforming the Zacks Computer-Storage Devices industry, which grew by 2.8% [7] - The company trades at a forward price-to-sales ratio of 0.85X, significantly lower than the industry average of 1.7X, indicating potential undervaluation [9] Earnings Estimates - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings suggests a year-over-year decline of 6.33%, while fiscal 2026 estimates indicate a growth of 35.75% [10] - Recent revisions in earnings estimates for fiscal 2025 and 2026 have been downward in the past 60 days [10]