CINCINNATI, July 16, 2025 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (“Hillman”), a leading provider of hardware products and merchandising solutions, plans to host a conference call to discuss its results for the thirteen and twenty six weeks ended June 28, 2025 on Tuesday, August 5 at 8:30 a.m. Eastern Time. Hillman will issue its earnings release on the same day prior to the results presentation. President and Chief Executive Officer Jon Michael Adinolfi and Chief Financial Officer Rocky ...

所以这个需要点耐心因为今年应该整个一年整个行业都要做这件事明白对因为之前其实也看到我们在那个CES展包括说可能之前领导人来杭州这边视察其实我们相关的一些那个视频的资料呀或者是一些报道都非常的出全在整个互联网上节奏的额度也特别高就是我们整体其实也非常期待我们就是Rocket后续的一些产品的一个正式的一个问世嘛 另外的话就是既然那个Misa也提到了我们之后那个产品就是前天的话就是其实我们也开了那个Rocket Glasses的一个那个发布会就是能不能就是想请Misa正好趁着这个机会就是可能几句话给大家介绍一下就是我们那个新的Rocket Glasses这样的一个产品就是类似于可能给大家瘦个肌肉对 用老外媒体的话说 全球的AI行业传递了一个新的一种产品的一个体验它主要是完成四个层面的用意其实对于这个产品呢很多人因为AI受到期待所以大家对AI更关注但实际上它作为产品来讲是四个围绕的第一首先是一副好眼镜你得戴着更舒服 更像普通眼镜第二个是一副好耳机对我们这种城市城的沟通啊语音啊电话啊这个好用不妨可以 AI是个能力,AI用来做什么?很多学者把它定为助手,我们说翻译它是一种助手场景,对吧?提词器是一个助手场景,像数据、会议 ...

Group 1 - Super Micro Computer, Inc. (NASDAQ: SMCI) is showing signs of improvement in technical performance despite concerns regarding its fundamentals [1] - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to assist investors in building diversified portfolios [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Super Micro Computer, Inc. [1]

Company Overview - Flex Ltd. (NASDAQ: FLEX) is a company that manufactures the physical hardware for various technologies, including electric vehicles, medical equipment, and cloud data centers [1]. Investment Insights - The article emphasizes the importance of seeking new investment opportunities rather than relying on promotions or traditional career advancements [1].

北京时间2025年7月15日 5时34分 ，伴随着震彻海天的轰鸣声， 长征七号遥十运载火箭 托 举着天舟九号货运飞船，从 海南文昌航天发射场 拔地而起，直刺苍穹。 这枚被网友亲切称为"太空快递小哥"的航天器，在短短 数小时 内便与天宫空间站完成自主快速交会对 接，将包括 春节用品、科研载荷及华为商用电脑 在内的物资精准送达"太空家园"。当火箭尾焰的橘红 色光芒划过南海之滨，地面指挥中心内，新华网记者正使用同款华为商用电脑实时同步报道内容。同一 款设备在不同维度书写着中国科技的自主创新故事。 从文昌到天宫，天地同频的"极境"考验 在文昌发射现场，面对发射前后的高强度报道任务，华为商用电脑持续7×24小时稳定运行，在海南高 温高湿的闷热环境中，既保障了实时数据传输的流畅性，又通过国产化信息安全方案确保了报道素材的 保密性。参与报道的前方记者表示，"从地球角落到太空轨道，华为商用电脑以'时刻在线'的稳定性表 现，为我们在发射任务关键节点实现新闻报道的及时、可靠提供了有力支撑。" 据了解，华为擎云品牌自发布以来，秉承"擎云直上，共创新境"的理念，以"品质可靠、自主创新、开 放共创、以人为本"为核心，持续深耕商用领域。 ...

展会地点：莫斯科红宝石国际展览中心 展会时间：2025年11月11日至14日 主办单位：Reed Exhibitions Alcantara Machad 组展单位：杭州德瑞汇会展服务有限公司 展会简介： 俄罗斯莫斯科五金工具展览会自1998年开始举办，由EUROEXPO主办，是俄罗斯最大的和唯一的专业国际五金工具展，它在欧洲的影响力仅次于德国科隆 五金博览会，是俄罗斯五金工具行业的风向标，已经连续举办23届。中国展团连续多年参展，效果显著。展会在俄罗斯首都莫斯科举行，参展的企业有世界 上顶级的工具采购和分销商RobertBosch和Black&Decker以及俄罗斯本地的顶级采购商3MRussia等，并且中国大型企业的特装展位也都安排在国际馆和他们 同场展出。据统计，2024年该展会参展商共893家，期中中国展商600余家，俄罗斯参展商293家；总展出面积超过20000平米，吸引了20000多名专业采购 商。 市场行情： 机械制造与自动化、自动化控制设备、机床设备、电子制造自动化设备；激光切割机械；汽车保养维修工具及设备、液压和气压设备和配件；制造、加工工 具； 检测、控制设备；仪器仪表；电焊机及配件；园林 ...

Core Viewpoint - The analyst has maintained a bullish stance on Super Micro Computer, Inc. (NASDAQ: SMCI), despite the stock being down over 13% since the initial bullish outlook [1]. Group 1: Company Performance - Super Micro Computer, Inc. has not performed strongly in the market, with a decline of over 13% in its stock price [1]. Group 2: Analyst Background - The analyst has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honour Society [1]. - The analyst emphasizes core values of Excellence, Integrity, Transparency, and Respect as essential for long-term success [1].

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **Global Semiconductors & Hardware** industry, specifically the **AI server and edge AI** sectors [2][3]. Core Insights and Arguments - **Investment Surge**: Total investment in upcoming and under-construction data centers has reached approximately **US$750 billion**, with major contributions from hyperscalers, neoclouds, and sovereign funds. Expected capex growth for major cloud service providers (CSPs) is **46% YoY in 2025** and **6% in 2026**, reaching **US$386 billion** [3][30]. - **AI Funding**: Primary market AI funding hit a record **US$60 billion** in 1Q25, largely driven by OpenAI's **US$40 billion** financing round, representing **53% of all global startup funding** [25][30]. - **Server Shipments**: High-end GPU server shipments are projected to grow over **50% in 2025**, while ASIC server shipments are expected to comprise nearly **45% of total AI chip shipments** this year [4][37]. - **Financial Performance**: The AI supply chain remains resilient, with companies like Accton, Gold Circuit, and Wiwynn seeing upward revisions in earnings due to stronger-than-expected demand for ASIC servers [6][38]. Important Developments - **Edge AI Innovations**: While edge AI technologies are gaining traction, they are still in the early stages. AI glasses shipments surged by triple digits YoY in 1Q25, indicating competitive dynamics in the market [7]. - **Key Projects to Monitor**: Upcoming developments include monitoring capex guidance from CSPs, progress on mega projects like Stargate, and advancements in TSMC's AP7/AP8 technologies [8][26]. Potential Investment Opportunities - **Chroma and Delta**: Rated as outperform with price targets of **NT$480** and **NT$490** respectively, benefiting from the AI wave [11][12]. - **NVIDIA**: Rated outperform with a price target of **US$185**, capitalizing on the datacenter opportunity [17]. - **Broadcom and Marvell**: Broadcom expects a **US$60-90 billion** serviceable available market (SAM) for AI revenue by FY2027, while Marvell anticipates a **53% CAGR** in its data center total addressable market (TAM) from 2023 to 2028 [53][56]. Other Notable Points - **Market Dynamics**: The AI server market is expected to drive the global server market to nearly **US$400 billion by 2026**, with a significant increase in the mix of AI servers [35][39]. - **Supply Chain Resilience**: Despite market volatility, the AI supply chain has shown resilience, with stock performance of key suppliers indicating a recovery trend [6]. This summary encapsulates the critical insights and developments discussed in the conference call, highlighting the robust growth and investment opportunities within the AI server and semiconductor sectors.

Core Viewpoint - The ongoing AI boom presents strong growth opportunities, but concerns about tariffs and macroeconomic challenges temper investor optimism. Dividend-paying stocks are recommended for consistent income amidst this uncertainty [1]. Group 1: ConocoPhillips (COP) - ConocoPhillips distributed $2.5 billion to shareholders in Q1 2025, comprising $1.5 billion in share repurchases and $1.0 billion in dividends, with a quarterly dividend of $0.78 per share, yielding 3.3% [2]. - Analyst Scott Hanold from RBC Capital maintains a buy rating on ConocoPhillips with a price target of $115, citing its strong balance sheet and competitive returns-focused value proposition [3][4]. - The company is positioned to generate competitive free cash flow (FCF) through various commodity price cycles, with a low break-even point below $40 per barrel [5]. Group 2: U.S. Bancorp (USB) - U.S. Bancorp offers a quarterly dividend of $0.50 per share, yielding 4.2%, and is recognized for its diversified financial services [7]. - Analyst Gerard Cassidy reaffirms a buy rating with a 12-month price target of $50, highlighting the bank's new leadership and strong operating leverage of 270 basis points reported in Q1 2025 [8][9]. - U.S. Bancorp has consistently returned up to 80% of its earnings through stock buybacks and dividends, with a focus on increasing tangible book value [9][10]. Group 3: HP Inc. (HPQ) - HP declared a quarterly dividend of $0.2894 per share, yielding 4.5%, and is on track to achieve significant cost savings through its Future Ready plan [12]. - Analyst Amit Daryanani maintains a buy rating with a price target of $29, noting HP's successful diversification and plans to manufacture 90% of U.S.-bound products outside China [13][14]. - HP aims to generate $2 billion in gross annual run-rate savings, leveraging internal AI tools to enhance productivity and efficiency [15].

Group 1 - Super Micro Computer, Inc. (NASDAQ: SMCI) is currently one of the most heavily shorted stocks on Wall Street, with a short interest ratio of 18% according to Marketbeat [1]