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Apple names insider Sabih Khan to replace CEO Tim Cook's No. 2 executive
New York Post· 2025-07-08 22:23
Core Points - Apple has appointed Sabih Khan as the new chief operating officer, succeeding Jeff Williams as part of a planned succession [1] - Khan has been with Apple for 30 years and is currently the senior vice president of operations [2] - Jeff Williams will continue to report to CEO Tim Cook and will oversee the design team and Apple Watch until his retirement later this year [3] - Khan will become the second-highest executive in the company, reporting directly to CEO Tim Cook [4]
Firan Technology Group Corporation (“FTG”) Announces Second Quarter 2025 Financial Results
Globenewswire· 2025-07-08 22:05
TORONTO, July 08, 2025 (GLOBE NEWSWIRE) -- Firan Technology Group Corporation (TSX: FTG) (OTCQX: FTGFF) today announced financial results for the second quarter 2025. Second Quarter Financial Highlights: Bookings: Total bookings reached $45.8 million for Q2Backlog: The quarter-end backlog stood at $133.5 million, a 9% rise from the previous year end.Revenue: Recorded at $48.7 million, a 25.6% increase over Q2 2024.Adjusted EBITDA: Achieved $8.7 million in the quarter, up from $6.5 million in Q2 2024.Net Ear ...
Apple COO Jeff Williams to step down later this month
TechCrunch· 2025-07-08 21:00
Core Points - Jeff Williams, Apple's chief operating officer, is stepping down later this month to retire and spend more time with family [1] - Sabih Khan has been appointed as the new COO, currently serving as the senior vice president of operations [1] - Williams will continue to report to CEO Tim Cook and oversee the design team and Apple Watch until his retirement [2] - After Williams' retirement, the design team will report directly to Tim Cook [2] - Williams has been with Apple for nearly three decades, contributing significantly to the introduction of the iPod and iPhone, and leading the development of the Apple Watch [2]
Apple says COO Jeff Williams will retire from company later this year
CNBC· 2025-07-08 20:41
Jeff Williams, chief operating officer of Apple Inc., during the Apple Worldwide Developers Conference (WWDC) at Apple Park campus in Cupertino, California, US, on Monday, June 9, 2025.Apple said on Tuesday that Chief Operating Officer Jeff Williams, a 27-year company veteran, will be retiring later this year.Current operations leader Sabih Khan will take over much of the COO role later this month, Apple said in a press release. For his remaining time with the comapny, Williams will continue to head up Appl ...
Xiaomi Over Apple: Buying Any Weakness Of This China Top Pick
Seeking Alpha· 2025-07-08 18:02
Group 1 - The analyst has completely divested from Apple, indicating a strategic shift away from the company after years of trimming the position [1] - Xiaomi has been identified as a new investment opportunity, suggesting a positive outlook for the company [1] - The analyst emphasizes a value-oriented approach to investment, highlighting that valuation is more indicative of long-term opportunities rather than short- to mid-term timing [1] Group 2 - The analyst holds a beneficial long position in Xiaomi shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an independent perspective [2]
Will Allegro MicroSystems (ALGM) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-08 17:11
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Allegro MicroSystems, Inc. (ALGM) , which belongs to the Zacks Electronics - Semiconductors industry.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 18.33%, on average, in the last two quarters.For the last reported quarter, Allegro MicroSystems came out with ...
TTM Technologies (TTMI) Is Up 9.37% in One Week: What You Should Know
ZACKS· 2025-07-08 17:00
Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with TTM Technologies (TTMI) currently holding a Momentum Style Score of B [2][3] Group 2: TTM Technologies Performance - TTM Technologies has a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [3] - Over the past week, TTMI shares increased by 9.37%, while the Zacks Electronics - Miscellaneous Components industry remained flat [5] - In the last quarter, TTMI shares rose by 124.2%, and over the past year, they increased by 110.66%, significantly outperforming the S&P 500's gains of 23.56% and 13.28% respectively [6] Group 3: Trading Volume and Earnings Outlook - The average 20-day trading volume for TTMI is 1,686,689 shares, which is a bullish indicator when combined with rising stock prices [7] - In terms of earnings outlook, TTMI's consensus estimate increased from $2.17 to $2.19 over the past 60 days, with one upward revision and no downward revisions for the current fiscal year [9] Group 4: Conclusion - Considering the positive momentum indicators and earnings outlook, TTM Technologies is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]
BELFB vs. ROK: Which Stock Is the Better Value Option?
ZACKS· 2025-07-08 16:41
Core Viewpoint - The article compares Bel Fuse (BELFB) and Rockwell Automation (ROK) to determine which stock is more attractive to value investors, highlighting BELFB as the superior option based on various valuation metrics [1][6]. Valuation Metrics - BELFB has a forward P/E ratio of 16.41, significantly lower than ROK's forward P/E of 34.70, indicating that BELFB may be undervalued relative to ROK [5]. - The PEG ratio for BELFB is 1.09, while ROK's PEG ratio is 3.81, suggesting that BELFB offers better value when considering expected earnings growth [5]. - BELFB's P/B ratio stands at 3.34, compared to ROK's P/B of 10.6, further supporting the argument that BELFB is more attractively priced [6]. Investment Outlook - Both BELFB and ROK have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - BELFB holds a Value grade of B, while ROK has a Value grade of C, reinforcing the conclusion that BELFB is the more favorable choice for value investors [6].
HVLP铜箔成为AI服务器中最大边际变化
NORTHEAST SECURITIES· 2025-07-08 15:04
[Table_Title] 证券研究报告 / 行业动态报告 HVLP 铜箔成为 AI 服务器中最大边际变化 事件: [Table_Summary] 近年来,生成式 AI、大模型训练与推理对全球算力基础设施提出了更高 的性能要求。以 Google、Meta 等为代表的头部科技企业不断扩充其 AI 基础设施投入,推动 AI 服务器等算力核心设施加速换代升级。 点评: ➢ AI 算力基础设施高速发展,国家政策同步加码硬件 1)大模型加速落地,算力需求持续扩张。2024 年以来,生成式 AI 从训 练走向推理,带动 AI 服务器与数据中心建设进入快车道。根据科智咨 询,2024 年,全球数据中心市场实现新一轮跃升,市场规模首次突破千 亿美元大关,达到 1086.2 亿美元,同比增长 14.9%。据 Prismark 预测, 2029 年全球服务器/存储 PCB 市场规模将达 189 亿美元,年复合增速 11.6%。2)国家和地方政府对人工智能上游技术产业的扶持力度持续加 大。25 年 6 月广州开发区发布相关政策《广州开发区支持人工智能产业 高质量发展若干政策措施》,旨在从智能算力基础设施供给等方面提供支 持。国内外 ...
小米AI团队提出Any-SSR持续学习框架 让大模型“只记不忘”
Feng Huang Wang· 2025-07-08 14:45
据了解,其中一篇论文聚焦视频理解大模型研究,推出全自研的Q-Frame核心技术,创新性地推出了行 业首个动态帧选择与分辨率自适应框架,也是首个无需训练,市面上各类视频理解大模型基座均可即插 即用的算法框架。拥有三大行业首次创新:跨模态查询检索(Cross-modal Query Retrieval, CQR)、查 询感知帧选择(Query-aware Frame Selection, QFS)、多分辨率自适应(Multi-Resolution Adaptation, MRA),通过精准捕捉跟用户问题最相关的视频关键内容,将有效信息量提升5倍。 另一篇论文则提出了持续学习框架Analytic Subspace Routing (Any-SSR),成功解决了大语言模型在持续 学习领域的核心难题——"灾难性遗忘"问题。"灾难性遗忘"一直是困扰行业发展的关键瓶颈,严重影响 了大语言模型在持续学习过程中的性能稳定性与知识积累能力。Any-SSR框架开创性地通过分析路由机 制,动态地把不同任务分配到独立子空间学习,避免任务间知识干扰,同时,利用低秩适应(Low- Rank Adaptation, LoRA)与分析路由相结 ...