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Golden Cross Alert: Honeywell Nears A Bullish Breakout As Strategic Shakeup Gains Traction
Benzinga· 2025-06-23 17:01
Honeywell International Inc. HON is on the verge of a golden moment — literally. The stock is just about to make a Golden Cross, a classic technical indicator where the 50-day moving average crosses above the 200-day, signaling a potential bullish turn.Chart created using Benzinga ProHoneywell stock, at $221.80, is poised to flip its trend from cautious to confident, with technicals hinting at a subtle shift in investor sentiment despite a moderately bearish backdrop.Read Also: $1000 Invested In This Stock ...
AI/ML × EDA 案例:从局部最优走向全局拟合 —— IC-CAP 2025助力半导体参数提取自动化
半导体行业观察· 2025-06-20 00:44
Core Viewpoint - Keysight's ML Optimizer offers a revolutionary solution for semiconductor parameter extraction, addressing the complexities and inefficiencies of traditional optimization methods [2][29]. Group 1: Challenges in Parameter Extraction - The complexity of semiconductor device models has increased, making parameter extraction a significant challenge due to the large number of interrelated parameters [6][11]. - Traditional optimization algorithms, such as Newton-Raphson and Levenberg-Marquardt, often get trapped in local optima, leading to suboptimal extraction results [7][9]. Group 2: Introduction of ML Optimizer - Keysight introduced the ML Optimizer, which utilizes machine learning techniques to dynamically learn the optimization space, allowing for simultaneous optimization of over 40 parameters and multiple target plots [12][13]. - The ML Optimizer is designed to be robust against noise and does not rely on gradient information, making it more effective in non-convex spaces [12][13]. Group 3: Practical Applications and Benefits - In practical applications, the ML Optimizer demonstrated its efficiency by achieving good fitting for a diode model in approximately 300 trials, regardless of initial conditions [16]. - For the GaN HEMT model, the ML Optimizer completed parameter extraction in under 6000 trials within minutes, showcasing its speed and effectiveness [17]. - The optimizer enhances convergence and robustness through an integrated cost function, allowing it to handle complex models like BSIM4 and ASM-HEMT [18][19]. Group 4: Summary and Future Outlook - The ML Optimizer significantly simplifies the parameter extraction process, reducing modeling time from several days to just hours while improving fitting quality and consistency [29]. - The tool was showcased at IC-CAP 2025, with a recorded webinar available for further insights and demonstrations [23].
New Strong Buy Stocks for June 18th
ZACKS· 2025-06-18 10:26
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services has seen the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.Carlsberg A/S (CABGY) : Th ...
New Strong Buy Stocks for June 16th
ZACKS· 2025-06-16 11:06
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Flexsteel Industries, Inc. (FLXS) : This manufacturer of upholstered furniture has seen the Zacks Consensus Estimate for its current year earnings increasing 7.4% over the last 60 days.Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.The E.W. Scripps Company (SSP) : This media ...
消电ETF(561310)涨超1.4%,电子设计自动化国产替代与技术升级驱动产业扩容
Mei Ri Jing Ji Xin Wen· 2025-06-16 02:43
Group 1 - The core viewpoint is that EDA (Electronic Design Automation) is a crucial technological pillar for the entire integrated circuit process, characterized by high technology, talent, and ecological barriers, with the global market dominated by three major players: Synopsys, Cadence, and Siemens EDA, which together hold over 70% market share [1] - In response to the U.S. demand for these EDA companies to cut off core tools to China by May 2025, the acceleration of domestic alternatives is expected, with the domestic EDA market's localization rate increasing from 6.24% in 2018 to 11.48% in 2020, and a projected compound annual growth rate (CAGR) of over 14% from 2021 to 2025 [1] - Domestic EDA companies are driving growth through a dual approach of "self-research + mergers and acquisitions," with firms like Huada Jiutian and Kailun Electronics achieving breakthroughs in niche areas supporting 5nm/4nm processes [1] - Policy support and collaboration within the industry chain are facilitating the replacement of EDA tools, with technology evolving towards AI intelligence and cloud-based solutions, leading to continuous expansion of the industry scale [1] Group 2 - The Consumer Electronics ETF (code: 561310) tracks the Consumer Electronics Index (code: 931494), which is compiled by China Securities Index Co., Ltd., selecting listed companies in the A-share market that are involved in the manufacturing and services of consumer electronic products, covering industries such as smartphones, home appliances, and wearable devices [1] - The Consumer Electronics Index reflects the overall performance of the consumer electronics industry in the A-share market, demonstrating significant industry representativeness and growth characteristics [1]
Rockwell Automation Launches OptixEdge to Advance Data Processing
ZACKS· 2025-06-13 14:46
Core Insights - Rockwell Automation Inc. (ROK) has launched its innovative edge-gateway solution, OptixEdge, aimed at transforming data processing for industrial customers [1] Group 1: Product Launch and Features - OptixEdge utilizes Rockwell Automation's FactoryTalk Optix software to connect to user control systems, enabling data collection, analysis, and cloud transmission [2] - The solution allows for easy application configuration via a web browser, significantly reducing setup time, and supports the creation and deployment of custom applications [3] - OptixEdge integrates with existing Rockwell Automation hardware and third-party systems, reducing cloud data transfer, which lowers storage costs and enhances network performance [4][8] Group 2: Growth Strategy - Rockwell Automation is expanding its portfolio of hardware and software products, benefiting from investments in cloud technology [5] - The company is expected to achieve above-market organic sales growth by broadening its served markets and enhancing its offerings [6] - Significant investments in global manufacturing, product development, and channel capabilities are anticipated to drive growth and improve earnings [6] Group 3: Stock Performance - Over the past year, Rockwell Automation shares have increased by 27%, outperforming the industry, which saw an 8.6% decline [7]
Applied Industrial Exhibits Strong Prospects Amid Persisting Headwinds
ZACKS· 2025-06-12 15:35
Core Insights - Applied Industrial Technologies, Inc. (AIT) is positioned for growth with strong performance in key markets such as technology, food & beverage, pulp & paper, aggregates, and transportation [1] - The Engineered Solutions segment saw a revenue increase of 13.5% year over year in Q3 FY25, driven by technology-related fluid power demand [1][7] Acquisitions and Market Expansion - AIT is focused on enhancing its capabilities through acquisitions, which positively impacted sales by 6.6% in the fiscal third quarter [2] - Recent acquisitions include IRIS Factory Automation and Hydradyne, which have strengthened AIT's automation and fluid power offerings, respectively [2] - The acquisition of Grupo Kopar in May 2024 expanded AIT's automation platform into Mexico [2] Shareholder Returns - AIT has committed to rewarding shareholders with dividends and share buybacks, paying out $46.2 million in dividends in the first nine months of fiscal 2025, an increase of 11.2% year over year [3] - A quarterly dividend rate hike of 24% was implemented in January 2025 [3] - A new share buyback program was authorized in April 2025 to repurchase up to 1.5 million shares [4] Financial Performance - AIT's stock has gained 20.9% over the past year, outperforming the industry growth of 4.2% [5] - The Service Center revenues fell by 3.5% in Q3 FY25 due to weak MRO and local account sales [7][8] - SG&A expenses increased by 4.1% year over year in Q3 FY25, reaching 19.4% of total revenues [9]
Rockwell Automation (ROK) 2025 Conference Transcript
2025-06-12 14:00
Rockwell Automation (ROK) 2025 Conference June 12, 2025 09:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Joe O'Dea. Really happy to kick off day three with Rockwell Automation and Christian Rothe, CFO, and Ajana Zellner, who runs IR and market strategy. Thank you so much for being with us this morning. Speaker1 For having us. Good morning. Good to hear. Speaker0 Good morning. Day three. Right? Day three. Yeah. Speaker1 You were I saw you in the gym this morning. You were working out hard, so you Sp ...
Siemens and NVIDIA Expand Partnership to Accelerate AI Capabilities in Manufacturing
Globenewswire· 2025-06-11 10:21
Core Insights - Siemens and NVIDIA have expanded their partnership to accelerate industrial AI and digitalization, aiming to enable the factory of the future [1][10] - The collaboration focuses on integrating NVIDIA AI and accelerated computing with Siemens' technologies to enhance manufacturing efficiency and quality [2][3] Partnership Expansion - The partnership initially announced in 2022 aims to bring the industrial metaverse to life by connecting Siemens Xcelerator with NVIDIA Omniverse, optimizing performance and productivity [3] - The collaboration now includes generative AI, industrial AI, and robotics, enhancing the capabilities of both companies [3] Technological Integration - Siemens integrates NVIDIA technology into the Siemens Xcelerator platform, enhancing product lifecycle management with real-time ray-tracing capabilities [4] - HD Hyundai utilizes this technology to visualize next-generation vessels, significantly reducing design iteration time from days to hours [5] Performance Enhancements - The combination of NVIDIA Blackwell GPUs with Siemens' Simcenter Star-CCM+ software has achieved a 30x speedup in transient aerodynamics simulations for BMW Group [6] - New Siemens Industrial PCs certified for NVIDIA GPUs enable complex automation tasks, delivering a 25x acceleration in AI execution [7] AI Implementation - Advanced AI agents will operate across the Siemens Industrial Copilot portfolio, executing processes autonomously and optimizing shopfloor operations [8] - A new class of operational technology cybersecurity is being developed through collaboration, integrating NVIDIA BlueField DPUs for enhanced security [9] Future Outlook - The expanded partnership is set to drive innovation in industrial manufacturing, enabling rapid deployment of AI solutions on the shopfloor [10]
UiPath Shares Rise 12% in Three Months: Should You Accumulate?
ZACKS· 2025-06-10 18:05
Key Takeaways PATH reported Q1 fiscal 2026 revenues of $357M, up 6% year over year, and ARR of $1.69B, up 12%. Strategic alliances with Microsoft, Amazon, and Salesforce boost PATH's market reach and integration. PATH holds $1.6B in cash with no debt, and strong liquidity supports growth and innovation initiatives.UiPath Inc. (PATH) stock has declined 10% in the past six months while gaining 12% in the past three months, indicating that the tide is turning. Image Source: Zacks Investment ResearchThis anal ...