展会期间，高德地图与华为数字能源达成重要项目合作并正式签署生态合作协议，华为超充将全量接入 高德地图数字化充电生态，成为高德地图首批 "桩点通" 数字化伙伴。同时，华为数字能源携手产业上 下游打造的超充联盟生态方案也将深度参与高德地图充电生态建设，为乘用车与商用车提供高效补能。 目前，高德车服充电生态覆盖的新能源车主已超3000万，在线公共站点近30万，公共充电站覆盖率达 98.5%。同时，已有超300家品牌运营商入驻高德地图，另外特来电、星星充电、云快充等12家品牌和 运营商平台同时成为"桩点通"数字化伙伴，共同推动充电生态的全面数字化进程。 新浪科技讯 5月15日晚间消息，在2025上海国际充换电及光储充展览会（CPSE）上，高德地图旗下的 一站式出行车生活聚合平台，高德车服正式发布"e站通"、"桩点通"两项新品，为全品类充电桩运营商 提供数字化运营解决方案，共同构建覆盖全国的数字化充电生态。 责任编辑：何俊熹 截至2024年底，全国新能源汽车保有量达3140万辆，累计建成充电桩1281.8万台，车桩比优化至2.45： 1。然而，充电桩分布不均、运营商分散、用户与充电资源间存在"信息差"等问题依然突出，" ...

Core Viewpoint - The article discusses three dividend stocks: Energy Transfer, Clearway Energy, and Starbucks, highlighting their potential for generating passive income and growth opportunities for investors. Group 1: Energy Transfer - Energy Transfer offers a 7.7% dividend yield, positioning it as a strong investment for those optimistic about the U.S. energy sector [4] - The company is expanding its operations to meet increasing domestic energy demand and is involved in significant projects, including a major LNG export terminal in Louisiana [6][7] - CEO Marshall McCrea anticipates important announcements regarding gas supply for data centers, aligning with government initiatives to boost domestic energy production [5] Group 2: Clearway Energy - Clearway Energy has a forward yield of 6.1% and operates a clean energy portfolio of 11.8 GW across 26 states, making it less vulnerable to oil price fluctuations [8][9] - The company has secured long-term power purchase agreements, providing stability in cash flows and supporting its dividend payments [10] - In 2024, Clearway's dividends of $334 million were fully covered by its cash available for distribution, indicating strong financial health [11] Group 3: Starbucks - Starbucks has consistently raised its dividend since 2010, with the current yield approaching 3%, appealing to income-focused investors [12][13] - The company is undergoing a management transition, which has led to recent challenges, but long-term investors may find value at current stock prices [14][17] - The potential resolution of trade tensions could significantly benefit Starbucks, especially given its exposure to the Chinese market [15][16]

CoreWeaveQ1收入同比激增四倍，但公司预警AI云业务收入预期"不稳定"，全年收入增长率将料将放缓 至190%。 周三，AI基础设施服务商CoreWeave发布上市后首份财报，CoreWeave在截至3月的一季度实现了9.8亿 美元的营收，较去年同期增长超过400%。 财务数据如下： 营收：第一季度营收为9.816亿美元，较上年同期的1.887亿美元同比增长420%；经调整营收 达1.63亿美元，同比增长550%。 盈利：净亏损3.146亿美元，上年同期亏损1.292亿美元。一季度调整后EBITDA利润率62%。 一季度每股亏损1.49美元。 业绩指引方面，公司预计第二季度收入在10.6亿美元至11亿美元范围内，经调整后营收在1.4亿美元至 1.7亿美元之间，资本支出为30亿美元至35亿美元；预计全年收入在49亿美元至51亿美元范围内，资本 支出在200亿美元至230亿美元之间。 全年收入增长率指引较一季度锐减 CoreWeave一季度营收增长强劲，但投资者对公司股票态度转向悲观。因为其高管表示今年的收入和资 本支出可能会"不稳定"。 更令市场担忧的是，公司预计全年收入增长率为190%，仅为第一季度增长 ...

Financial Data and Key Metrics Changes - The company reported a net profit of $24 million for Q3 FY 2025, reflecting a 28% growth quarter on quarter [5][66] - Revenue reached a record $148 million for the quarter, up 24% from approximately $120 million in Q2 [17][66] - Adjusted EBITDA increased from $62 million in Q2 to $83 million in Q3, marking a 32% rise [18][66] - The average operating hash rate grew by 30% from 22.6 exahash to 29.4 exahash [66] Business Line Data and Key Metrics Changes - The Bitcoin mining segment averaged 29.4 exahash of operating capacity, representing a nearly 5x uplift year on year [6][12] - The AI cloud segment saw a 33% quarter on quarter revenue growth, with hardware profit margins of 97% [33][66] - The company achieved an all-in cash cost of $41,000 per Bitcoin mined, compared to a realized revenue of $93,000 per Bitcoin, resulting in a gross profit of approximately $52,000 per Bitcoin [15][16] Market Data and Key Metrics Changes - The company is on track to reach 50 exahash of installed capacity by June 30, 2025, which would represent a 4x increase from 10 exahash in June 2024 [7][19] - The company reported a cumulative average growth rate of 361% in installed hash rate since December 2022 [20] Company Strategy and Development Direction - The company is focusing on value-accretive investments in both Bitcoin mining and AI infrastructure, pausing further mining expansion to allocate capital towards AI [7][24] - The AI data centers are advancing with significant build-outs, including a 50 megawatt liquid-cooled data center and a 2 gigawatt flagship data center hub in West Texas [9][58] - The company aims to maximize return on invested capital, particularly in the AI vertical, while maintaining a disciplined capital allocation strategy [10][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued earnings momentum into fiscal Q4, driven by key growth initiatives [6][11] - The company highlighted the importance of maintaining margins and operational efficiency despite macroeconomic headwinds [12][14] - Management noted that the demand for AI compute is expected to triple in the next five years, indicating a significant growth opportunity [36][38] Other Important Information - The company plans to transition to U.S. domestic issuer status from July 1, 2025, aligning its reporting with U.S. GAAP [10] - The company has $160 million in cash on the balance sheet and estimates a net funding requirement of up to $250 million for growth initiatives [63][64] Q&A Session Summary Question: How should we think about your appetite to fill out the available capacity of Prince George and growth beyond that? - Management indicated a focus on capital and risk-adjusted returns, preferring to match debt with customer contracts for growth in the AI cloud vertical [72][75] Question: At what stage could it make sense to bring a partner in for joint ventures? - Management acknowledged the need for further partners for project financing and equity, especially for large-scale developments like Sweetwater [76][77] Question: Can you provide details on the performance of your AI cloud business from an uptime and utilization perspective? - Management stated that they track a full range of metrics and receive positive feedback from customers regarding uptime and performance compared to other providers [82][84] Question: What milestones or signals are you looking for to indicate progress towards formal agreements at Horizon One? - Management mentioned ongoing advanced negotiations with multiple customers and expressed confidence in contracting ahead of commissioning in Q4 [86][88]

Financial Data and Key Metrics Changes - The company reported a net profit of $24 million for Q3 FY 2025, reflecting a 28% growth quarter on quarter [5][18] - Revenue reached a record $148 million for the quarter, up 24% from approximately $120 million in Q2 [5][18] - Adjusted EBITDA increased from $62 million to $83 million, marking a 32% rise [18][71] - The average operating hash rate grew to 29.4 exahash, a 30% increase from the previous quarter [14][71] Business Line Data and Key Metrics Changes - The Bitcoin mining segment averaged 29.4 exahash of operating capacity, representing a nearly 5x uplift year on year [6][14] - The AI cloud segment saw a 33% quarter on quarter revenue growth, with hardware profit margins of 97% [35] - The company is on track to reach 50 exahash of installed capacity by June 30, 2025, a 4x increase from 10 exahash in June 2024 [7][20] Market Data and Key Metrics Changes - The company noted a 326% year on year hash rate growth against a 40% increase in network difficulty, indicating market share gains [14] - The global AI data center demand is projected to grow three and a half times in the next five years, necessitating new infrastructure [40] Company Strategy and Development Direction - The company is focusing on value-accretive investments in both Bitcoin mining and AI infrastructure, pausing further mining expansion to allocate capital towards AI [7][25] - Significant build-outs are underway for AI data centers, including a 50 megawatt liquid cooled data center and a 2 gigawatt flagship hub in West Texas [9][62] - The company aims to transition to U.S. domestic issuer status to align reporting with U.S. GAAP and reflect its increased U.S. asset footprint [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued earnings momentum into fiscal Q4, driven by key growth initiatives [6] - The company is practicing disciplined capital allocation amid broader market volatility, emphasizing the importance of cash flow from Bitcoin mining to fund AI growth [11][25] - Management highlighted the competitive advantage in securing large-scale sites and power capacity to meet rising AI infrastructure demand [44][62] Other Important Information - The company is transitioning to U.S. GAAP reporting from July 1, 2025, which will impact the accounting for convertible notes and other financial instruments [74] - The company has $160 million in cash on the balance sheet, supporting its growth plans [67] Q&A Session Summary Question: How should we think about your appetite to fill out the available capacity of Prince George and growth beyond that? - The company is focused on capital and risk-adjusted returns, looking to match debt with customer contracts for growth in AI cloud services [79] Question: At what stage could it make sense to bring a partner in for joint ventures? - The company may need to bring in partners for project financing and debt, especially for large-scale developments like Sweetwater [81] Question: How is the AI cloud business performing in terms of uptime and utilization? - The company tracks a full range of metrics and receives positive feedback from customers, indicating strong performance compared to industry norms [90] Question: What milestones are you looking for to indicate progress towards formal agreements at Horizon One? - The company is in advanced negotiations with several customers and expects to finalize contracts ahead of commissioning in Q4 [94]

Core Insights - Shimmick Corp. reported a revenue of $122 million for Q1 2025, a slight increase from $120 million in Q1 2024, with a gross margin improvement from $(16) million to $5 million [4][5][20] - The company experienced a net loss of $10 million, significantly reduced from a net loss of $33 million in the same quarter last year, indicating improved operational performance [5][20] - Shimmick's backlog stands at approximately $740 million, with over 87% attributed to Shimmick Projects, reflecting strong demand in critical infrastructure sectors [5][20] Financial Performance - Revenue for Shimmick Projects was $93 million, up from $90 million year-over-year, driven by new projects and clean-up efforts [8][9] - Adjusted net loss improved to $(7) million from $(29) million year-over-year, with adjusted diluted loss per share at $(0.22) compared to $(1.15) [21][20] - Selling, general, and administrative expenses decreased by 11% to $14 million, attributed to the ongoing transformation plan [5][15] Project Segmentation - Shimmick Projects, focusing on water, climate resilience, energy transition, and sustainable transportation, showed a gross margin of $5 million, a significant recovery from $(1) million [9][12] - Legacy and Foundations Projects revenue decreased slightly to $29 million from $30 million, with a gross margin improvement from $(15) million to $(1) million [11][12] - The company is winding down Legacy Projects, which are expected to continue to decline in revenue throughout 2025 [10][11] Future Outlook - The company anticipates a strong bidding activity for the remainder of 2025, with nearly $2 billion in projects expected to come to market [5][22] - Guidance for Shimmick Projects revenue growth is projected between 10% to 15%, with overall gross margin expected between 9% and 12% [23] - Legacy Projects and Foundations Projects revenue is expected to be between $50 million and $60 million, with gross margins ranging from (5)% to (15)% as these projects are completed [23]

NEW YORK, May 14, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Solaris Energy Infrastructure, Inc. (NYSE: SEI) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Solaris caused the company to misrepresent or fail to disclose that (1) Mobile Energy Rentals LLC ("MER") had little to no corporate history in the mobile turbine leasing space; (2) MER did not have a diversifi ...

Vertiv Holdings (VRT) and TE Connectivity (TEL) are key players in the AI infrastructure domain, providing essential components and solutions for data centers. Vertiv specializes in power and thermal management systems, crucial for maintaining optimal conditions in AI-driven data centers. TE Connectivity offers high-speed connectors and sensors that facilitate efficient data transmission and system reliability. Per IDC estimates, AI infrastructure is poised to surpass $200 billion in spending by 2028, offer ...

Market Overview - Major U.S. stock indices ended May 13 on a higher note due to easing trade tensions between the U.S. and China, along with softer-than-expected inflation data [1] - The two nations agreed to a 90-day tariff pause, which has contributed to increased investor optimism [1] Investment Strategy - Positive market sentiment may encourage investors to trade on Wall Street, but the sustainability of this rebound is uncertain due to the temporary nature of the tariff pause and changing global market dynamics [2] - To mitigate potential losses during market turmoil, it is advisable to select low-leverage stocks such as 1st Source (SRCE), Kingstone Companies (KINS), MasTec (MTZ), Dorman Products (DORM), and Sterling Infrastructure, Inc. (STRL) [2] Understanding Leverage - Leverage refers to the practice of borrowing capital for operations and expansion, typically through debt financing [4] - Excessive debt financing can lead to significant losses, making it crucial for investors to avoid companies with high debt levels [5] Debt-to-Equity Ratio - The debt-to-equity ratio is a key metric for assessing a company's financial risk, with a lower ratio indicating better solvency [7] - Companies with high debt-to-equity ratios may face challenges during economic downturns, despite strong earnings growth [8] Stock Selection Criteria - Stocks should have a debt-to-equity ratio lower than the industry median, a current price of at least $10, and an average 20-day trading volume of 50,000 or more [11] - Additional criteria include a percentage change in EPS greater than the industry median, a VGM Score of A or B, estimated one-year EPS growth greater than 5%, and a Zacks Rank of 1 or 2 [12] Company Highlights - **1st Source (SRCE)**: A bank holding company with a net income of $37.52 million for Q1 2025, up 27.38% year-over-year, and a return on average assets of 1.72% [14][15] - **Kingstone Companies (KINS)**: A property and casualty insurance holding company with a 51% year-over-year increase in net premium earned and a 125% surge in EPS for Q1 2025 [16][17] - **MasTec (MTZ)**: An infrastructure construction company with a 6% year-over-year revenue increase and a projected 54.9% improvement in earnings for 2025 [18] - **Dorman Products (DORM)**: A supplier of automotive replacement parts with an 8.3% increase in net sales and a 54% rise in adjusted EPS for Q1 2025 [19][20] - **Sterling Infrastructure (STRL)**: A company specializing in E-Infrastructure and building solutions, reporting a 7% revenue increase and a 29% surge in adjusted EPS for Q1 2025 [21]

Southland Holdings (SLND) Q1 2025 Earnings Call May 14, 2025 10:00 AM ET Company Participants Alex Murray - VP of Corporate Development & IRFrank Renda - President & CEOKeith Bassano - CFOAdam Thalhimer - Director of ResearchJean Veliz - Senior Research Associate Conference Call Participants Julio Romero - Equity AnalystChristian Schwab - Senior Research Analyst Operator Good morning. My name is Chloe, and I will be your conference operator today. At this time, I would like to welcome everyone to the Southl ...