Key Takeaways Markets rose despite weak job data, with optimism over possible Federal Reserve rate cuts.Strong interest coverage ratios highlight Vertiv, Stride, Ralph Lauren and Cheesecake Factory.All four companies show double-digit stock gains and consensus estimates of further sales and EPS growth.The U.S. equity markets closed higher yesterday as optimism about potential monetary easing outweighed concerns about softening labor data. The S&P 500 advanced 0.83% to finish at 6,502.08. The Nasdaq Composit ...

MIAMI, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Hut 8 Corp. (Nasdaq | TSX: HUT) (“Hut 8” or the “Company”), an energy infrastructure platform integrating power, digital infrastructure, and compute at scale to fuel next-generation, energy-intensive use cases such as Bitcoin mining and high-performance computing, today announced the results of the vote conducted at its 2025 Annual Meeting of Stockholders (the "Meeting"). Each of the eight nominees listed in the Company’s definitive proxy statement dated April 30, 2 ...

Question-and-Answer SessionIt's great to see you. And maybe just to kick us off, maybe you could share with us how DigitalBridge is differentiating itself with its platform. Maybe in a couple of ways. One, pursuing the investments in AI and digital infrastructure but also how the combination of having all these companies within this portfolio approach can enhance performance and outcomes for your shareholders?Marc GanziCEO & Director Yes. Well, thank you. I'd like to frame that sort of answer with just the ...

Core Insights - During the "14th Five-Year Plan" period, China's digital infrastructure construction has achieved significant advancements, leading the world in scale and technology [1][3] - The total computing power scale ranks second globally, with the number of 5G base stations increasing fivefold compared to 2020, and gigabit broadband users growing by 34 times [3] Group 1: Digital Infrastructure Development - The "East Data West Computing" project is advancing, promoting a scientific layout of computing power, with five out of eight major computing hubs located in the western region, leveraging clean energy advantages and enhancing regional coordinated development [5] - The number of cities with interconnected data infrastructure is expected to expand to around 50 by the end of 2025, covering 80% of provinces, regions, and municipalities, laying a solid foundation for large-scale data circulation [6] Group 2: Impact on Daily Life - The proactive deployment and iterative upgrading of digital infrastructure are driving the emergence of new models and industries such as online shopping, online education, and smart healthcare, profoundly changing daily life [6]

Moving Infrastructure Forward Q2 2025 Update Presentation August 14, 2025 1 SAFE HARBOR STATEMENT This presentation is for informational purposes only and contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended. Such forward-looking statements include statements concerning anticipated future events and expectations that are not historical facts. All statements, other than statements of historical fact, are sta ...

Financial Data and Key Metrics Changes - The company reported second quarter revenues of $47.5 million, an increase of 8% sequentially and 83% year over year [11] - Adjusted EBITDA reached $42.5 million, representing a sequential increase of 981% year over year, with an adjusted EBITDA margin of 89% [12][13] - Free cash flow was approximately $36.1 million, with a free cash flow margin of 76%, aligning with long-term expectations of about 70% [13] Business Line Data and Key Metrics Changes - Surface use royalties and revenue increased by 31% sequentially, driven by easements and other surface-related revenue [11] - Resource sales and royalties experienced a 26% sequential decline due to lower brackish water sales and royalty volumes [12] - Oil and gas royalties declined by 19% sequentially, with net royalty production volumes falling from 9.23 BOE per day in Q1 2025 to 8.14 BOE per day in Q2 2025 [12] Market Data and Key Metrics Changes - The company has increased its land holdings by over 50,000 acres in the past year, positioning itself to capitalize on growth opportunities in the Permian Basin [5] - The relationship with Waterbridge is highlighted as a strategic advantage, providing reliable recurring revenue through market-driven surface royalties [6] Company Strategy and Development Direction - The company aims to maintain a capital-light business model, focusing on growth in the Permian Basin without significant operating and capital expenditures [4] - There is a commitment to diversifying revenue streams to reduce commodity risk, with fee-based arrangements now accounting for 94% of total revenues [12] - The company is actively pursuing value-enhancing land acquisitions and has adjusted its adjusted EBITDA guidance for 2025 to between $160 million and $180 million [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth opportunities in the Permian Basin and the potential for new projects in digital infrastructure and renewable energy [5][8] - Recent regulatory changes in Texas regarding produced water handling are viewed positively, aligning with the company's sustainable management strategy [9][50] - The management believes that the fundamentals for data centers in the Permian Basin are strong, despite the current lack of announcements from major tech companies [74][76] Other Important Information - The company declared a quarterly dividend of $0.10 per share, reinforcing its commitment to returning capital to shareholders [13] - The company ended the quarter with total liquidity of $95.3 million, including cash and cash equivalents of $20.3 million [13] Q&A Session Summary Question: Can you elaborate on the DBR solar project and its timeline? - Management explained that the solar project was delayed due to the need to finalize preparations and that they are now ready to market it to developers [20][21] Question: How does the Devon deal relate to the Speedway pipeline? - The management indicated that the Devon deal complements the Speedway project, highlighting the critical need for pore space in future growth [24][25] Question: Thoughts on the ARRIS acquisition by WES? - Management noted that the acquisition underscores the value of pore space, reinforcing their thesis about its importance in the industry [31][34] Question: Can you summarize the new Texas Railroad Commission guidelines on injection pressure? - The management stated that the new regulations focus on spreading out injection to avoid overconcentration, which positions the company favorably due to its contiguous acreage [47][50] Question: Why are there no announcements for data centers in the Permian Basin? - Management acknowledged the challenges of introducing tech companies to a new region but remains optimistic about future developments as fundamentals align [72][74]

In fiscal Q4, Applied reported $38 million in revenue, up 41% year over year, and an adjusted EPS loss of $0.03, easily beating analyst expectations. Most notably, the company announced that CoreWeave exercised a 150-megawatt (MW) lease option, boosting total contracted capacity to 400 MW and unlocking up to $11 billion in potential revenue over the next 15 years. CEO Wes Cummins emphasized acceleration at the company's Polaris Forge 1 campus and reiterated long-term plans to generate $1 billion in annual N ...

Core Insights - Vertiv reported record GAAP revenue of $2,638 million for Q2 2025, exceeding analyst expectations of $2,353.9 million, driven by strong demand for data center solutions, particularly in the Americas and Asia Pacific regions [1][2] - Adjusted diluted earnings per share reached $0.95, surpassing the consensus estimate of $0.83, reflecting a year-over-year increase of 41.8% [2] - Despite strong sales growth, higher supply chain and tariff-related costs pressured adjusted operating margins, which fell to 18.5% from 19.6% year-over-year [2][10] Financial Performance - Revenue (GAAP) for Q2 2025 was $2,638 million, a 35.1% increase from $1,952.8 million in Q2 2024 [2] - Adjusted operating profit was $489.3 million, up 28.1% from $381.8 million in the previous year [2] - Adjusted free cash flow decreased by 17.7% to $277 million compared to the prior year [2][11] Regional Performance - The Americas segment saw net sales increase by 42.9%, driven by robust North American data center investment, with adjusted operating profit rising by 34.9% [6] - Asia Pacific net sales grew by 35.1% year-over-year, with adjusted operating profit jumping 83.3% [7] - EMEA region reported a 12.5% increase in net sales, with management noting robust growth in the pipeline [7] Strategic Focus - Vertiv is focusing on product innovation, particularly in AI and cloud deployments, while investing in its global supply chain and manufacturing [4][9] - The company aims to strengthen relationships with large data center operators and technology leaders to position itself as a reliable infrastructure partner [4] - A recent acquisition of Great Lakes Data Racks & Cabinets is expected to enhance its portfolio in high-density racks and enclosures [9] Future Outlook - For FY2025, Vertiv raised its financial outlook, expecting net sales between $9.93 billion and $10.08 billion, with organic growth of 23% to 25% [12] - Adjusted operating profit is projected to be between $1.95 billion and $2.03 billion, with adjusted earnings per share forecasted at $3.75 to $3.85 [12] - Q3 2025 projections include net sales of $2,510 million to $2,590 million and adjusted EPS between $0.94 and $1.00, with caution regarding potential impacts from proposed tariffs [13]

Project Overview - A new digital infrastructure project is launching to support Indonesia's digital transformation [1] - The project targets a country with a population of over 280 million people [1] - The project is built on Polkadot [1] Company/Industry Focus - The project is named MandalaChain (@MandalaChain) [1]

Core Viewpoint - AgriFORCE Growing Systems Ltd. is reaffirming its Bitcoin treasury strategy and has initiated operations at its Berwyn, Alberta site, capitalizing on the recent surge in Bitcoin prices, which surpassed $119,700 on July 14, 2025, driven by institutional inflows and positive regulatory developments [2][4]. Group 1: Bitcoin Treasury Strategy - The company plans to initiate Bitcoin purchases with its next significant capital influx, allocating up to 50% of its net investment capital for this purpose [2][8]. - AgriFORCE is strategically accumulating Bitcoin as a core treasury asset, enhancing financial resilience and shareholder value through expanded BTC accumulation [6][9]. - The company aims to retain up to 50% of self-mined Bitcoin for long-term holdings, leveraging a blended cost basis through low-cost in-house mining [8][9]. Group 2: Operational Developments - The Berwyn Power & Compute site is fully operational, with miners actively generating Bitcoin daily, showcasing the company's rapid deployment capabilities [3][5]. - The site was commissioned on June 17, 2025, and has transitioned from gas flare to Bitcoin production in a matter of days and weeks, demonstrating an efficient decentralized infrastructure model [5][10]. - AgriFORCE is advancing its 1.3 MW expansion agreement with BlueFlare Energy, with additional sites in Oyen and Hinton planned for rapid deployment [12]. Group 3: Infrastructure and Future Plans - The company's growth strategy is built around a three-pillar framework focusing on harnessing stranded energy, deploying sovereign infrastructure, and capitalizing on next-generation compute economies [5][10]. - AgriFORCE is laying the groundwork for future modular infrastructure that supports a wider range of decentralized workloads beyond Bitcoin [10][11]. - The company is exploring stablecoin on/off ramps for improved payment efficiency and liquidity management [14].