Scott, I'll start with you with that simple question. How did all of this come together. Please.Yes, absolutely. And so I think we all, you know, found the news around and found out about the news around the same time on Friday afternoon. And we were looking at this and saying, wow, there's there's such a clean fit of all of these things, you know, both in terms of kind of the products, which is windsurf is one of the leading ideas.Cognition builds Devon the first air software engineer agent. And so there's ...

I mean, I'll probably get uh you know, yelled at by someone else. Not be controversial at all. Stephanie should have it.Um I mean, for me, agents I have a very high bar. Uh it has to be a it has to be a system that can be reliably handed complex work that it can take on autonomously um uh you know and and and and execute at a high level of proficiency uh where it hasn't seen that work before. And that last part is a critical piece is these aren't just things that are trained to copy.They have to be things t ...

证券代码：603955 证券简称：大千生态 大千生态环境集团股份有限公司 募集资金使用可行性分析报告 二〇二五年七月 一、本次募集资金的使用计划 本次向特定对象发行 A 股股票募集资金总额不超过 85,000.00 万元（含本数）， 扣除发行费用后的募集资金净额全部用于补充流动资金。 的资本市场形象 际控制人，其控制的企业步步高投资成为公司控股股东。 截至本可行性分析报告出具日，步步高投资持有公司 18.09%的股份，系公 司控股股东。本次认购对象为步步高投资，本次发行完成后，步步高投资持有上 市公司股份数量进一步增加，持股比例进一步上升，有利于维护上市公司控制权 的稳定。同时，本次发行充分展示了实际控制人对公司支持的决心以及对公司未 来发展的坚定信心，有利于向市场以及中小股东传递积极信号，促进公司的长期 稳定发展。 若本次向特定对象发行股票募集资金总额因监管政策变化或发行注册文件 的要求予以调整的，则届时将相应调整。 二、本次募集资金投资项目的必要性和可行性分析 （一）项目基本情况 本次向特定对象发行股票募集资金扣除发行费用后用于补充流动资金，以满 足公司业务发展的需要，推动公司业务持续稳定发展，进一步增强 ...

证券代码：603955 证券简称：大千生态 公告编号：2025-044 大千生态环境集团股份有限公司 （一）2022 年 12 月口头警示 下违规行为：2021年11月，公司向关联参股公司贵州绿博园建设运营有限责任公 司提供财务资助，2022年11月到期未能按期偿还本息，但公司未及时披露上述财 务资助逾期情况，信息披露不及时。 公司上述行为违反了《上海证券交易所股票上市规则》等有关规定。上海证 -1- 关于最近五年被证券监管部门和交易所采取监管措施 或处罚情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 大千生态环境集团股份有限公司（以下简称"公司"）自上市以来，严格按 照《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所股票 上市规则》等相关法律、法规和规范性文件的规定以及《大千生态环境集团股份 有限公司章程》的要求，建立健全内部管理和控制制度，不断完善公司治理结构， 规范公司运营，不断提高公司的治理水平，促进公司持续、稳定、健康发展，积 极保护投资者合法权益。 鉴于公司拟向特定对象发行A股股票 ...

Key Takeaways Mission-critical work, led by data centers, now makes up over 65% of STRL's E-Infrastructure backlog. STRL's residential business fell 19% YoY, but total backlog rose to $2.13B on strong public project wins. STRL raised 2025 EPS guidance to $8.40-$8.90, reflecting 25.5% growth amid favorable infrastructure trends.Sterling Infrastructure, Inc. (STRL) has currently shifted its focus toward large-scale mission-critical projects, including data centers, amid a weak housing market. This strategic ...

[Applause] I'm here to talk about uh the power of dreams. So, let's get one thing straight. I wasn't conceived in an F1 car.My parents never seen one. In fact, I discovered F1 on our TV in the living room, a third floor in an apartment block in Braila. I was a kid.But if you saw me as a kid, I was playing with toy cars. I was making engine noises somewhere in the house. I was turning everything that was round into a steering wheel.You may have guessed something back then. I didn't. I just had a dream, not b ...

Core Insights - Quanta Services, Inc. (PWR) is strategically positioned to benefit from increased utility investment, grid modernization, and the U.S. energy and manufacturing capacity expansion driven by the Inflation Reduction Act (IRA) [1] - The company reported a record backlog of $35.3 billion as of March 31, 2025, supported by demand for high-voltage transmission, power generation, and advanced infrastructure related to clean energy and domestic industrial activity [1][8] Group 1: Financial Performance and Outlook - Quanta has provided a positive outlook for 2025, driven by rising utility spending, strong base business momentum, and growth in electric infrastructure and data center demand [3] - Earnings estimates for 2025 and 2026 have increased to $10.33 and $11.72 per share, indicating year-over-year growth of 15.2% and 13.5%, respectively [13] Group 2: Risk Management and Strategic Initiatives - The company is mitigating risks associated with policy changes and tariff-related issues through its contract structures, which limit exposure to input cost inflation [2] - Quanta is enhancing supply-chain resilience by investing in U.S.-based transformer manufacturing, which helps clients navigate regulatory changes and reduce reliance on foreign sourcing [4][8] Group 3: Market Position and Competitive Performance - Quanta's stock has outperformed its peers, with a 43.6% increase over the past three months, compared to 22.8% for AECOM and 60.4% for Fluor Corporation [6][8] - The company's current forward 12-month price-to-earnings (P/E) ratio is 34.94, which is higher than AECOM's 20.44 and Fluor's 20.25 [10][12] Group 4: Infrastructure Spending and Growth Opportunities - As infrastructure spending backed by policy gains momentum, Quanta is well-positioned to capture growth opportunities in transmission, renewable energy, and manufacturing-related projects [5] - The company is seeing increased visibility into larger transmission projects, supported by utility spending and accelerated data center expansion [4]

Horizon Aircraft (NASDAQ: HOVR) is an advanced aerospace engineering company that is developing one of the world's first hybrid eVTOL that is to be able to fly most of its mission exactly like a normal aircraft while offering industry-leading speed, range, and operational utility. Horizon Aircraft's unique designs put the mission first and prioritize safety, performance, and utility. Horizon intends to successfully complete testing and certification of its Cavorite X7 eVTOL and then scale unit production to ...

Company Overview - Jacobs is a leading company with approximately $12 billion in annual revenue and a workforce of nearly 45,000 employees [2] - The company provides end-to-end services across various sectors including advanced manufacturing, energy, environmental, life sciences, transportation, and water [2] Upcoming Earnings Release - Jacobs plans to release its fiscal third quarter 2025 earnings results before market open on August 5, 2025 [1] - A conference call will be held at 10:00 a.m. ET on the same day, where management will present the company's results and operating trends [1] Communication Channels - The company utilizes various channels to comply with disclosure obligations, including press releases, SEC filings, public conference calls, and its website [3] - Investors are encouraged to monitor these channels for material disclosures [3]

Driving sustainable growth through resilient, low-carbon road infrastructureDALLAS, July 15, 2025 /PRNewswire/ -- Jacobs (NYSE: J), in joint venture with AtkinsRéalis, has been appointed by England's National Highways to its third Specialist Professional and Technical Services Framework (SPaTS3) to provide road transport-related engineering and technical advice, research and innovation services.This framework builds on the foundations of the previous two frameworks – providing National Highways with access ...