Trade-exposed sectors of Canada’s economy have faced the brunt of the fallout from the abrupt shift in the U.S. approach to trade and frequently changing import tariffs. Photo: Joe Raedle/Getty ImagesOTTAWA—Canada’s manufacturers and wholesalers look to be steadying after taking a hit this year from trade uncertainty and higher tariffs, with early estimates of sales suggesting a tailwind for a sluggish economy entering the third quarter.An advance tally of manufacturing sales points to a solid 1.8% improvem ...

NVIDIA RTX PRO Server NVIDIA RTX PRO Servers — a new category of enterprise data center infrastructure powered by the RTX PRO 6000 Blackwell Server Edition GPU. News Summary: Leading companies including Disney, Foxconn, Hitachi Ltd., Hyundai Motor Group, Lilly, SAP and TSMC are among the first to adopt NVIDIA RTX PRO Servers to speed AI reasoning, physical AI and business workloads.Enterprises are adopting NVIDIA RTX PRO Servers to transition from general-purpose clusters to AI factory infrastructure, w ...

MIT report last week said that 95% of companies AI pilot programs have not rapidly boosted revenues. But Morgan Stanley is playing the long game here, writing the S&P 500 alone could see as much as $16 trillion in market value gains as AI adoption continues over the next few years. So which sectors will see the biggest gains of that $16 trillion.Joining me now is Stephen Bird, global head of thematic research and sustainability research over at Morgan Stanley. Stephen, this is a fascinating discussion becau ...

Core Insights - Berkshire Hathaway is entering a new era as Warren Buffett steps down as CEO at the end of the year [1] - Buffett's legacy includes an impressive stock price performance, compounding at an annualized rate of 19.9% from 1965 to 2024, resulting in a total return exceeding 5,500,000% [2] Company Performance and Future Outlook - The company's current market cap is just over $1 trillion, making it the 10th-most-valuable company globally, which poses challenges for future growth [5] - Berkshire Hathaway operates in diverse industries, including insurance, railroads, energy, and manufacturing, with a stock portfolio valued at approximately $300 billion and $340 billion in cash and equivalents [6] - To significantly increase its market cap, Berkshire would need to make substantial investments or acquisitions, similar to its successful stake in Apple [7] - The likelihood of achieving historical growth rates is low due to the company's size and market position [8] Operational Changes and Shareholder Value - Berkshire Hathaway may consider deploying its $340 billion cash reserve to create additional shareholder value, although it currently does not pay dividends [10] - There is speculation that the new CEO, Abel, might initiate a dividend, which could enhance returns for investors, but this would reduce available capital for investments [11][12] - The balance between returning cash to shareholders and investing for growth will be a critical decision for the new leadership [12] Long-term Investment Considerations - The potential for Berkshire Hathaway stock to turn a reasonable investment into a million dollars in the near future is considered unlikely [13] - The new CEO's ability to manage the company's cash and make strategic decisions will significantly influence stock performance over the next five to ten years [14] - Despite challenges, Berkshire Hathaway is expected to sustain steady growth due to its extensive business assets, making it a solid component of a diversified investment portfolio [15]

Core Viewpoint - Plexus reported strong Q3 fiscal 2025 earnings, with adjusted EPS of $1.90, surpassing estimates and showing significant year-over-year growth [3][15]. Financial Performance - Q3 adjusted EPS was $1.90 compared to $1.45 in the same quarter last year, beating the Zacks Consensus Estimate of $1.71 [3]. - Revenues reached $1.018 billion, a nearly 6% increase year-over-year, but slightly missed the Zacks Consensus Estimate of $1.021 billion [4]. - The company announced 41 manufacturing program wins, expected to contribute $250 million in annualized revenues once fully ramped [5]. Market Sector Analysis - Industrial sector revenues increased 3% year-over-year to $415 million, contributing 41% to total revenues [6]. - Healthcare/Life Sciences revenues rose 10.5% to $420 million, also contributing 41% to total revenues [7]. - Aerospace/Defense revenues inched up 2.8% to $183 million, contributing 18% to total revenues [8]. Operating Metrics - Gross profit on a GAAP basis increased 9.4% year-over-year to $103.3 million, with a gross margin of 10.1% [10]. - Selling and administrative expenses rose 8.1% to $49.7 million, while adjusted operating margin expanded to 6% [10]. Cash Flow and Balance Sheet - As of June 28, 2025, cash and cash equivalents were $237.6 million, down from $310.5 million as of March 29 [12]. - Long-term debt increased to $92.2 million from $88.8 million [12]. - Cash flows from operations were $26.9 million, with free cash flow reported at $13.2 million [12]. Share Repurchase and Future Outlook - The company repurchased $18.4 million worth of shares and added $100 million to its buyback authorization [13]. - For Q4 fiscal 2025, revenues are anticipated to be between $1.025 billion and $1.065 billion, with non-GAAP EPS expected in the range of $1.82-$1.97 [14]. Market Sentiment - Estimates for Plexus have been trending upward since the earnings release, indicating positive investor sentiment [15][17]. - The stock has a VGM Score of A, reflecting strong growth potential, though it lags slightly in momentum [16].

Manufacturers are often accused of dragging their feet when it comes to crime-prevention measures. Yet they would struggle to design an infallible process for distinguishing thefts from legal sales of phones https://t.co/5zyQkS0Hi3 ...

Germany’s economy shrank more than initially estimated in the second quarter due to a much weaker performance by manufacturers https://t.co/ZwAWMfUNGS ...

Key Takeaways Nordson Corporation's (NDSN) third-quarter fiscal 2025 (ended July 31, 2025) adjusted earnings of $2.73 per share surpassed the Zacks Consensus Estimate of $2.63. The bottom line increased 13% year over year. Quarterly Results of NDSN Nordson's revenues were $742 million, up 12% from the year-ago fiscal quarter's number, driven by strength in the Advanced Technology Solutions segment and contributions from acquired assets. Revenues beat the consensus estimate of $717 million. Organic sales ros ...

The Apple Manufacturing Academy is now open in Detroit! We welcomed the first participants from industries like packaging, eyewear & 3D printing. We're excited to help even more businesses with advanced manufacturing to unlock opportunities for their companies and our country. https://t.co/WSqVgskQnv ...

Berkshire Hathaway is undergoing a significant change, and the stock has slumped in recent months. Here's why it could be a buying opportunity for investors. Berkshire Hathaway (BRK.A 1.28%) (BRK.B 1.35%) has a long history of outperformance under the leadership of legendary investor and CEO Warren Buffett. Earlier this year, Buffett announced he would step down from the CEO role at the end of the year, and Berkshire Hathaway stock has faced selling pressure. In addition to that, Berkshire owns assets acros ...