Here to discuss it all is Renaissance Macros head of technical research Jeff Jeff Degraph. Jeff, uh, great to have you on. I mean, I guess we've seen these rotations before.Sometimes they're painless, sometimes they're more disruptive. Is anything getting knocked off course today in this action. >> I don't think of off course, Mike.Um, you know, I think actually what's interesting is some of these real real highf flyers, particularly in the Russell 3000, the quantum names and, you know, some of the uranium ...

Core Insights - Avantor, Inc. is a global provider of mission-critical products and services in the life sciences and advanced technologies sectors, competing with major players like Thermo Fisher Scientific and Merck KGaA [1] Stock Performance - Avantor's stock is currently priced at $11.82, reflecting a 6.97% increase, amidst significant fluctuations [2] - The stock has a 52-week high of $23.705 and a low of $10.825, indicating a volatile market environment [4] - The recent price change of $0.77 and fluctuations between a low of $10.825 and a high of $11.90 highlight ongoing volatility [5] Shareholder Actions - The Rosen Law Firm is reaching out to Avantor stockholders who have suffered losses exceeding $100,000, indicating potential legal actions available to affected shareholders [2][6] - Director SUMME GREGORY L purchased 100,000 shares at $11.25 each, increasing his total holdings to 300,000 shares, which may signal confidence in the company's future prospects [3][6] Market Capitalization and Trading Volume - Avantor's market capitalization is approximately $8.06 billion, with a trading volume of 18.93 million shares, reflecting the company's presence in a volatile market [4]

Core Insights - SOGECLAIR reported a turnover of €80.6 million for the first half of 2025, reflecting a 1.9% increase compared to the same period in 2024 [1][3] - The company's EBITDA rose significantly by 24.2% to €5.1 million, indicating improved operational efficiency [1][3] - The net result showed a loss of €0.8 million, an improvement from a loss of €1.0 million in H1 2024 [3] Financial Performance - Turnover for H1 2025 was €80.6 million, up from €79.1 million in H1 2024, representing a €1.5 million increase [3] - EBITDA increased to €5.1 million from €4.1 million, with the EBITDA margin improving to 6.3% from 5.2% [3] - Operating income turned positive at €1.5 million compared to a loss of €0.4 million in H1 2024 [3] - The geographical breakdown shows Europe/Africa contributing €59.3 million (74% of turnover), America €18.8 million (23%), and Asia Pacific €2.4 million (3%) [5][6] Business Unit Analysis - The Engineering Business Unit (BU) generated €41.5 million in turnover with an EBITDA of €4.4 million, driven by Business Aviation and Defense activities [7] - The Solutions BU faced challenges, particularly in North America due to geopolitical uncertainties and lower production rates in Europe [9] - The Railway Simulation activity showed positive dynamics, with expectations for improved performance in the coming months [11] Strategic Initiatives - The company is focusing on digital transformation and cost optimization to enhance profitability [6][12] - A diversification strategy is being implemented, including the recruitment of a Diversification Sales Director [8] - Continued investment in India aims to build team skills and support growth in the Asia-Pacific region [6] Financial Structure - SOGECLAIR's gearing ratio stands at 21.37% with a total net debt of €12.6 million, indicating a strengthened financial structure [12] - The company expects to maintain growth momentum in H2 2025, supported by diversification efforts and improvement plans [12][13] Corporate Social Responsibility - SOGECLAIR is committed to a Corporate Social Responsibility (CSR) approach, focusing on Environmental, Social, and Governance (ESG) initiatives [14]

Group 1 - The current market outlook for the equipment space is being discussed, focusing on the memory, DRAM, NAND, leading, and trailing logic segments [1]

Financial Performance - Vertiv Holdings reported stronger-than-expected quarterly results [1] - Vertiv Holdings lifted its full-year outlook [1] Market Dynamics - Shares of Vertiv Holdings advanced Wednesday [1] - Vertiv Holdings is a maker of equipment and cooling systems for data centers [1]