Industry Overview - The Zacks Communication - Infrastructure industry is facing challenges due to high capital expenditures for infrastructure upgrades, unpredictable raw material prices, supply-chain disruptions, and high customer inventory levels [1][4][6] - Despite these challenges, the increasing demand for digital innovations is expected to benefit the industry in the long run [1] Key Trends - High raw material prices and extended lead times for components are negatively impacting operations and profitability [4][6] - The industry is moving towards network convergence, combining voice, video, and data communications into a single network, which is expected to reduce service delivery costs and expand coverage [5] - Short-term profitability is at risk due to the need for significant infrastructure investments to meet the growing demand for mobile broadband and home Internet solutions [6] Market Performance - The Zacks Communication - Infrastructure industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500 over the past year, with a growth of 67% compared to 9.1% for the S&P 500 and 6.2% for the sector [9] Valuation Metrics - The industry is currently trading at a trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) ratio of 3.45X, significantly lower than the S&P 500's 16.87X and the sector's 16.83X [12] Notable Companies - Anterix Inc. (ATEX) is positioned to benefit from solid demand for scalable infrastructure and holds the largest licensed spectrum in the 900 MHz band [2][15] - Bandwidth Inc. (BAND) operates as a Communications Platform-as-a-Service (CPaaS) provider and is focused on continuous innovation to support high user volumes [2][18]

Core Viewpoint - Plains All American Pipeline, L.P. and Plains GP Holdings have agreed to sell their Canadian NGL business to Keyera Corp for approximately $5.15 billion CAD ($3.75 billion USD), with the transaction expected to close in the first quarter of 2026, subject to regulatory approvals [1][2]. Transaction Details - The transaction will result in Plains divesting its Canadian NGL business while retaining its NGL assets in the United States and all crude oil assets in Canada [2]. - Plains expects to net approximately $3.0 billion USD from the transaction after taxes, transaction expenses, and a potential one-time special distribution [4]. Transaction Benefits - The sale is viewed as a win-win, allowing Plains to exit the Canadian NGL business at an attractive valuation while Keyera gains critical infrastructure [5]. - The transaction is anticipated to enhance Plains' free cash flow profile, reduce commodity exposure, and lower working capital requirements [5][7]. - The purchase price represents approximately 13 times the expected 2025 Distributable Cash Flow (DCF) [7]. Capital Allocation Strategy - Proceeds from the transaction will be prioritized towards disciplined capital allocation, including potential repurchases of preferred units and opportunistic common unit repurchases [8]. - The transaction is expected to create significant financial flexibility, allowing Plains to optimize its crude oil-focused asset base [7][8]. Tax Considerations - The transaction is a taxable event, expected to generate approximately $360 million USD in entity-level taxes payable in Canada [6][7]. - A one-time special distribution of approximately $0.35 per unit is intended to offset potential tax liabilities for unitholders, subject to Board approval [4][12]. Company Overview - Plains All American Pipeline operates midstream energy infrastructure and logistics services for crude oil and natural gas liquids, handling approximately eight million barrels per day [16]. - Plains GP Holdings holds a controlling general partner interest in Plains All American Pipeline, making it one of the largest energy infrastructure companies in North America [17].

Core Viewpoint - Vertiv Holdings Co is positioned to benefit significantly from the rising demand for AI infrastructure, especially following its collaboration with Nvidia and a positive analyst upgrade, indicating potential for a price increase [1][2]. Group 1: Nvidia Collaboration - Vertiv announced a partnership with Nvidia to provide energy-efficient cooling and power solutions for the GB300 NVL72 platform, placing it at the forefront of next-generation AI data centers [2]. - The collaboration is expected to drive investment and urgency in the AI data center segment, which is experiencing rapid growth [2]. Group 2: Analyst Upgrade - Citi raised its price target for Vertiv from $98 to $130, suggesting an 11% upside from the current stock price of $117 [2]. - This upgrade reflects growing investor confidence in Vertiv's potential amidst the AI boom [2]. Group 3: Technical Analysis - Vertiv's stock is showing strong technical indicators, trading above its eight, 20, 50, and 200-day moving averages, with a MACD reading of 4.71 indicating bullish momentum [3]. - The RSI is at 64.35, suggesting buying pressure without reaching overbought levels [3]. Group 4: Fundamental Outlook - Long-term earnings growth for Vertiv is projected in the mid-20% range, with industry outperformance expected to be 300–500 basis points [4]. - Leadership under Dave Cote, former Honeywell CEO, is seen as a positive factor for the company's future performance [4]. Group 5: Market Position - Despite being 25% below its peak, the combination of Nvidia's partnership and surging AI demand positions Vertiv for a potential rebound [5].

Key Takeaways TRGP stock rose 43.9% in a year, beating the Oil Refining and Marketing sub-industry's 28% growth. Record Q1 EBITDA of $1.18B, up 22% YoY, was driven by higher Permian volumes and fee-based contracts. TRGP is expanding LPG exports, targeting 19M barrels/month capacity at Galena Park by Q3 2027.Targa Resources Corp. (TRGP) has seen its shares climb an impressive 43.9% over the past year, far outpacing the broader Oils-Energy sector, which rose just 7.2%. Within the Oil Refining & Marketing su ...

Key Takeaways GLDD, TILE, CPRX and STRL all demonstrate solid net profit margins, reflecting operational strength. All have revised 2025 EPS estimates upward recently, highlighting confidence in their outlooks. All picks hold high Zacks Ranks and strong VGM Scores, supporting their upside potential.Investors focus on businesses that consistently generate profits. The net profit margin is key to assessing profitability. A higher net margin indicates a company's efficiency in converting sales into actual pr ...

Core Insights - AgriFORCE Growing Systems Ltd. has announced significant advancements in its Power & Compute strategy, focusing on Bitcoin treasury accumulation, modular compute infrastructure, and energy-first monetization [1][5] Group 1: Operational Milestones - The Berwyn site is the first operational deployment under the Power & Compute Initiative, currently running with a capacity of over 425 kW, with plans to expand to over 625 kW [2][6] - A binding Letter of Intent (LOI) has been signed with BlueFlare Energy™ to develop an additional 1.3 MW of power and compute capacity at two new sites in Alberta [4][6] Group 2: Strategic Vision - The company aims to convert stranded gas into ESG-compliant digital compute rapidly, with a target of reaching 1 EH/s compute capacity by Q1 2026 [3][5][12] - The operational model includes a blended approach where up to 50% of capital raises are allocated to direct Bitcoin purchases, and up to 50% of mined Bitcoin is retained in the corporate treasury [9] Group 3: Infrastructure and Technology - The infrastructure includes high-efficiency mining pods and a proprietary operating system for telemetry and predictive maintenance, ensuring ESG compliance [7][10] - The company has exclusive access to over 50 MW of natural gas, with plans to expand to over 100 MW by 2026, utilizing mobile, off-grid systems to bypass utility delays [12]

CORAL GABLES, Fla., June 17, 2025 /PRNewswire/ -- MasTec, Inc. (NYSE: MTZ) today announced that Paul DiMarco, its Executive Vice President and CFO, will be participating in a fireside chat with our covering analyst at the J.P. Morgan 2025 Energy, Power, Renewables & Mining Investor Conference on Tuesday, June 24th at approximately 10:55 a.m. Eastern Time. Additionally, one-on-one meetings with institutional investors and MasTec's senior management are also being arranged as a part of the conference.The audi ...

16 June 2025 | 1:21PM HKT China: Strong retail sales, softer industrial production and investment in May Bottom line: China's May industrial production (IP) and fixed asset investment (FAI) missed market consensus modestly, while retail sales beat meaningfully. IP growth moderated in May on the back of slowing export growth due to increased US tariffs, led by slower output growth in electrical machinery and chemical manufacturing industries. FAI growth declined further, weighed on mainly by slower infrastru ...

Market Overview - All three major U.S. stock market indices fell by more than 1% on June 13 due to missile strikes between Israel and Iran, impacting global stock markets negatively [1] - Investors are concerned that these geopolitical tensions could lead to increased oil prices and upward pressure on global commodity prices [1] Investment Recommendations - Suggested low-leverage stocks for safeguarding portfolios during market turmoil include Novartis (NVS), The Ensign Group (ENSG), MasTec (MTZ), Bilibili (BILI), and Sterling Infrastructure, Inc. (STRL) [2][10] - These stocks are characterized by low leverage, making them potentially safer options for investors [2][10] 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, hence the importance of selecting companies with low debt levels [5][6] Debt-to-Equity Ratio Analysis - The debt-to-equity ratio is a key metric indicating a company's financial risk, with a lower ratio reflecting better solvency [7] - High debt-to-equity ratios can turn favorable earnings into losses during economic downturns [8] Stock Selection Strategy - A prudent investment strategy involves choosing stocks with low debt-to-equity ratios to ensure steady returns [9] - Additional screening criteria include being less leveraged than industry peers, trading at a minimum price of $10, having substantial trading volume, and showing positive earnings growth expectations [12][13] Company Highlights - **Novartis (NVS)**: Reported a 7.1% improvement in 2025 sales estimates and has a long-term earnings growth rate of 7.9%, currently holding a Zacks Rank 2 [15][16] - **The Ensign Group (ENSG)**: Anticipates a 15% year-over-year sales improvement in 2025, with a long-term earnings growth rate of 15% and a Zacks Rank 2 [17][18] - **MasTec (MTZ)**: Achieved a 6% year-over-year revenue increase and expects an 11% sales improvement in 2025, with a significant earnings growth estimate of 53.7% [19] - **Bilibili (BILI)**: Experienced a 24% revenue increase year-over-year and anticipates an 11.3% sales improvement in 2025, with a Zacks Rank 2 [20] - **Sterling Infrastructure (STRL)**: Reported a 7% revenue increase and a 29% surge in adjusted earnings per share, with a long-term earnings growth rate of 15% [21][22]

RETRANSMISSION: HIVE Digital Technologies to Release Fiscal March 31, 2025 Q4 and Full Year 2025 Financial Results and Hold Earnings Call on June 26June 16, 2025 6:00 AM EDT | Source: HIVE Digital Technologies Ltd.San Antonio, Texas--(Newsfile Corp. - June 16, 2025) - HIVE Digital Technologies Ltd. (TSXV: HIVE) (Nasdaq: HIVE) (FSE: YO0) (referred to as the "Company" or "HIVE"), a global leader in sustainable data center infrastructure, today announced it will release its financial results for ...