Snowflake plans to acquire Observe, an observability platform that has been built on Snowflake’s databases from day one. (Observability platforms help companies monitor their software systems and data for performance issues and bugs.)The cloud data company announced it signed a definitive agreement to acquire Observe, subject to regulatory approval, on January 8. Snowflake will integrate Observe’s product into its own to give customers a unified place to collect and store their telemetry data (logs, metrics ...

弯肘、抬臂、向前抓取……在江苏箸境智能科技有限公司(以下简称"箸境智能")的采集室内，工作人员屏幕前的每一个基础动作，都同步映射为机器人的 精准动作，进而转化为一条条包含视频、关节角度与力矩等信息的结构化数据。 前不久，这些数据汇聚而成的"具身智能数据集"在江苏省数据交易所完成交易，实现全国该领域数交所交易的"零突破"。上架即售出的现象背后，折射出 人工智能产业正在从"模型驱动"向"数据驱动"深度转型。在算法逐渐开源、算力持续扩容的当下，高质量数据集已成为决定AI技术落地效能的关键稀缺资 源，并迅速跃升为产业竞争中的"香饽饽"。当AI向真实世界深处演进，怎样的数据才算"高质量"？谁会为其买单？ 一个动作重复数万次：机器如何成"人" 落成4个多月，位于南京市玄武区的箸境智能一直很忙。当记者走进企业采集室，一台机器人正通过水瓶、抹布等物品，练习着抓、取、放等家政行业通 用技能。 记者从操作员手里接过"控制"机器人的穿戴设备，尝试着让它拿起毛巾，再叠放整齐……体验过后才发现，"叠起来真的很费劲"，毛巾不时从机器人的指 缝中掉落，"灵巧手"并没有那么灵巧。遥操员王煊解释，这与教幼儿园小朋友学写字，要靠老师手把手教类似 ...

Core Viewpoint - Brookfield Infrastructure Partners L.P. plans to redeem all outstanding Series 3 Preferred Units for cash on December 31, 2025, at a price of C$25.00 per unit, with a final quarterly distribution of C$0.34375 payable on the same date [1]. Group 1: Company Overview - Brookfield Infrastructure is a leading global infrastructure company that operates high-quality, long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [2]. - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2]. - Investors can access Brookfield Infrastructure's portfolio through Brookfield Infrastructure Partners L.P. or Brookfield Infrastructure Corporation [2]. Group 2: Parent Company Information - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which manages over $1 trillion in assets [3].

Core Viewpoint - Brookfield Infrastructure Corporation has initiated an "at the market" equity issuance program allowing for the sale of up to $400 million of class A exchangeable subordinate voting shares to enhance financial flexibility and support corporate activities [1][2][4]. Group 1: ATM Program Details - The ATM Program allows Brookfield Infrastructure Corporation to sell shares directly from treasury at prevailing market prices through various exchanges [2][6]. - The program is designed to be non-dilutive, maintaining the overall number of LP Units and BIPC Shares outstanding [5]. - The net proceeds from the ATM Program will be used for repurchases of LP Units under the normal course issuer bid program and for general corporate purposes [4][5]. Group 2: Regulatory and Legal Framework - The ATM Program is supported by a Distribution Agreement with Canadian and U.S. agents, and it complies with applicable securities laws [6][7]. - The program will terminate upon the earlier of the sale of all BIPC Shares, termination of the Distribution Agreement, or on February 28, 2027 [6]. Group 3: Company Overview - Brookfield Infrastructure is a global infrastructure company focused on high-quality, long-life assets across various sectors, generating stable cash flows [11][12]. - The company is part of Brookfield Asset Management, which manages over $1 trillion in assets [12].

Financial Data and Key Metrics Changes - Brookfield Infrastructure Partners reported third quarter Funds from Operations (FFO) of $654 million, or $0.83 per unit, representing a 9% increase compared to the previous year, driven by strong organic growth [3][4] - The company maintained a well-capitalized balance sheet with liquidity totaling $5.5 billion at the end of the third quarter [8] Business Line Data and Key Metrics Changes - Utilities segment generated FFO of $190 million, slightly ahead of the prior year, benefiting from inflation indexation and over $450 million of capital added to the rate base [3][4] - Transport segment's FFO was $286 million, lower than last year due to asset sales, but slightly ahead when adjusted for capital recycling initiatives [4] - Midstream segment generated FFO of $156 million, a 6% increase year-over-year, driven by strong customer activity levels [5] - Data segment's FFO was $138 million, a significant increase of over 60% compared to the prior year, attributed to a full quarter contribution from a tower portfolio acquisition in India and strong organic growth [5] Market Data and Key Metrics Changes - The company noted strong volumes across its networks and rate increases on rail networks and toll roads, contributing to solid underlying performance in the transport segment [4] - The data segment's growth was supported by the commissioning of new capacity at hyperscale data centers and increased billings at U.S. retail colocation data centers [5] Company Strategy and Development Direction - Brookfield Infrastructure has secured six new investments totaling over $1.5 billion, including a $1.3 billion New Zealand natural gas infrastructure operation and a $1 billion South Korean industrial gas business [9][10] - The company is focusing on AI-related infrastructure, expecting to deploy up to $500 million annually into this sector, which represents a significant growth opportunity [13] - The outlook for the company remains favorable, with expectations for new investments to deliver returns above the 12%-15% target range [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to source the best opportunities despite increased competition in the data sector, emphasizing their global franchise and access to significant capital [17][19] - The company is optimistic about the macroeconomic backdrop and long-term mega trends such as digitalization, deglobalization, and decarbonization driving future growth [13] Other Important Information - The company completed a $700 million corporate issuance of medium-term notes at a historically tight credit spread, enhancing liquidity and supporting growth initiatives [6][8] - Brookfield Infrastructure has generated over $3 billion in proceeds from asset sales this year and aims to achieve a further $3 billion over the next 12-18 months [11] Q&A Session Summary Question: Thoughts on rising competition for capital deployment opportunities - Management acknowledged increased competition in the data sector but remains confident in their ability to source opportunities due to their global presence and capital access [17][19] Question: Timing and success metrics for LP unit repurchases and ATM program - Management indicated that they are contemplating the program to increase liquidity and avoid dilution for existing shareholders, but specifics on measuring success were not provided [20][22] Question: Future IPOs for midstream assets following RockPoint's success - Management stated that public markets remain a potential exit strategy for monetizing assets, depending on market conditions [26] Question: Investment thesis for CenterSquare and future growth opportunities - Management expressed optimism about the growth potential of CenterSquare, highlighting significant expansion opportunities and a robust capital deployment plan [28][29] Question: Market interest in stabilized data center portfolios - Management noted strong demand for the data center portfolio and plans to continue executing capital recycling initiatives in Europe and other markets [33][35] Question: Differences between sovereign compute opportunities and hyperscale AI labs - Management highlighted the distinct nature of sovereign compute opportunities, focusing on creating tailored solutions for governments while also servicing hyperscale customers [37][38] Question: Organic growth rates in data businesses - Management indicated that organic growth rates in data businesses are tracking slightly ahead of underwriting assumptions, with significant new projects expected in the coming years [45]

Financial Performance - Funds From Operations (FFO) reached $654 million, a 9% increase compared to the prior year[8, 11] - FFO per unit increased to $083, up from $076 in the previous year[8] - Adjusted Funds From Operations (AFFO) totaled $460 million, compared to $432 million in the prior year[8] - The distribution per unit was $043, representing a 6% increase year-over-year[8, 11] - The payout ratio was 67%, within the target range of 60-70%[8, 11] Strategic Initiatives and Capital Deployment - $990 million of growth capital expenditures were deployed to expand capacity across various business segments[14] - $1 billion was invested in total BIP equity for the acquisitions of a U S pipeline system and a U S fiber network[14] - Approximately $700 million of capital recycling proceeds were secured, bringing the year-to-date total to over $3 billion[14] Balance Sheet and Liquidity - Total assets increased to $124299 billion as of September 30, 2025, compared to $104590 billion at the end of 2024[9] - Current liquidity stands at $55 billion, including $25 billion of corporate liquidity[14] - Corporate borrowings amounted to $5263 billion[9]

Core Insights - Brookfield Infrastructure Partners reported strong financial results for Q3 2025, with a 9% increase in funds from operations (FFO) per unit to $0.83, driven by organic growth and inflationary benefits [2][6][47] - The company achieved over $3 billion in asset sales year-to-date, with a realized internal rate of return (IRR) exceeding 20% and a 4x multiple on capital [3][12] - The company is well-positioned for growth entering 2026, with significant investments in AI infrastructure and new acquisitions [2][7] Financial Performance - Net income for Q3 2025 was $440 million, a substantial increase from a net loss of $52 million in the same period last year [5][40] - FFO for the nine months ended September 30, 2025, reached $1.938 billion, up from $1.822 billion in 2024 [5][6] - Revenues for Q3 2025 were $5.975 billion, compared to $5.270 billion in Q3 2024, reflecting strong operational performance [40] Strategic Initiatives - The company secured six new investments totaling over $1.5 billion, including a $140 million project with Bloom Energy for AI data centers [7][8] - Two utility acquisitions in Asia-Pacific were announced, including a $270 million natural gas infrastructure business in New Zealand and a $500 million industrial gas business in South Korea [9][10] - The acquisition of Colonial Enterprises, the largest refined products pipeline in the U.S., was completed in July 2025 [11] Capital Recycling - Brookfield Infrastructure generated over $3 billion in proceeds from asset sales and is on track to achieve an additional $3 billion over the next 12 to 18 months [12][13] - Significant recent sales include a 26% interest in an Australian export terminal, generating $350 million in proceeds, and a 28% interest in a North American gas storage platform, raising approximately $230 million [13][14] Segment Performance - The utilities segment generated FFO of $190 million, slightly up from $188 million in the prior year, benefiting from inflation indexation [17] - The transport segment reported FFO of $286 million, down from $308 million, primarily due to asset sales [18] - The data segment saw a 62% increase in FFO to $138 million, driven by strong organic growth and contributions from acquisitions [20] Balance Sheet and Liquidity - Total liquidity at the end of Q3 2025 was $5.5 billion, including $2.5 billion at the corporate level [22] - The company executed financings to enhance liquidity and support growth initiatives, including a corporate issuance of medium-term notes totaling C$700 million [21] Distribution and Dividend Declaration - The Board declared a quarterly distribution of $0.43 per unit, representing a 6% increase compared to the prior year [23] - The distribution is payable on December 31, 2025, to unitholders of record as of November 28, 2025 [23] Unit Repurchases and ATM Program - Brookfield Infrastructure Partners plans to increase repurchases of its outstanding limited partnership units under its normal course issuer bid program [24] - The company is exploring the establishment of an at-the-market (ATM) equity program to issue additional shares when market conditions are favorable [25]

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Core Insights - Brookfield Infrastructure Partners will hold its Q3 2025 conference call and webcast on November 7, 2025, at 9:00 a.m. (ET) [1] - Results will be released on the same day before 7:00 a.m. (ET) and will be accessible on the company's website [1] Company Overview - Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [2] - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2] - Investors can access its portfolio through Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporation [2] Parent Company Information - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which is a global alternative asset manager with over $1 trillion in assets under management [3]

Core Insights - Equifax Inc. (EFX) is a leading global data, analytics, and technology company with a market cap of $31.5 billion, set to announce its fiscal third-quarter earnings for 2025 on October 15 [1] Earnings Expectations - Analysts anticipate EFX to report a profit of $1.94 per share on a diluted basis, reflecting a 4.9% increase from $1.85 per share in the same quarter last year [2] - For the full year, EPS is expected to be $7.56, up 3.7% from $7.29 in fiscal 2024, with a projected rise to $9.13 in fiscal 2026, representing a 20.8% year-over-year increase [3] Stock Performance - EFX stock has underperformed the S&P 500 Index, which gained 15.6% over the past 52 weeks, with EFX shares down 12.5% during the same period [4] - The stock also lagged behind the Industrial Select Sector SPDR Fund's 13.3% gains in the same timeframe [4] Market Challenges - The underperformance of Equifax is attributed to macroeconomic challenges, including a weak mortgage market due to high interest rates and home prices, reduced hiring, and regulatory issues [5] - Despite maintaining full-year revenue guidance, the company's cautious outlook due to economic uncertainties may have negatively impacted investor sentiment [5] Recent Financial Results - On July 22, EFX shares fell over 8% after reporting Q2 results, with adjusted EPS of $2 exceeding Wall Street expectations of $1.92, and revenue of $1.54 billion surpassing forecasts of $1.51 billion [6] - EFX expects full-year adjusted EPS in the range of $7.33 to $7.63, with revenue projected between $5.97 billion and $6.04 billion [6] Analyst Ratings - Analysts maintain a reasonably bullish consensus on EFX stock, with a "Moderate Buy" rating overall; 11 analysts recommend a "Strong Buy," three suggest a "Moderate Buy," and 10 give a "Hold" [7] - The average analyst price target for EFX is $279.81, indicating a potential upside of 10% from current levels [7]