Kraft Heinz is reportedly considering a spinoff of a large chunk of its grocery business as health-conscious American consumers increasingly shy away from processed foods. The $31 billion food and beverage conglomerate, born out of the 2015 merger of Kraft and Heinz, is said to be mulling the creation of a new entity that would include many Kraft products and could be valued at as much as $20 billion, the Wall Street Journal reported on Friday.The remaining company would house goods such as sauces and condi ...

DALLAS, July 11, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of CSW Industrials, Inc. (NYSE: CSW) today declared a regular quarterly cash dividend of $0.27 per share. The dividend is payable on August 8, 2025, to shareholders of record as of the close of business on July 25, 2025. DetailsDividend Amount:$0.27Record Date:July 25, 2025Payable Date:August 8, 2025 About CSW Industrials CSW Industrials is a diversified industrial growth company with industry-leading operations in three segments: Contractor ...

Core Viewpoint - ASP Isotopes Inc. has announced the overwhelming approval of its acquisition of Renergen Limited by shareholders, with 99.80% voting in favor of the scheme [1][2]. Group 1: Acquisition Details - The acquisition is subject to regulatory approvals and third-party consents, expected to be fulfilled by September 30, 2025, with the scheme anticipated to become effective in Q3 2025 [2]. - Renergen focuses on the production of liquefied helium and liquefied natural gas, with U.S. government funding due to helium's strategic importance [3]. Group 2: Strategic Goals - The merger aims to create a global leader in critical materials production, including electronic gases and isotopically enriched gases, with significant synergies expected from 2026 [3]. - The combined entity targets generating over $300 million in EBITDA by 2030, driven by isotope, helium, and LNG sales in the South African energy market [4]. Group 3: Industry Impact - The merger is expected to enhance supply chain stability, particularly benefiting the semiconductor and electronics industries, positioning the group favorably for the global AI revolution [5]. - Both isotopes and helium are recognized as critically important materials by Western governments, emphasizing the strategic value of the combined company [6]. Group 4: Technological Focus - ASP Isotopes employs proprietary Aerodynamic Separation Process technology for isotope production, with plans to enrich isotopes for healthcare and nuclear energy sectors [6][7]. - There is a growing demand for various isotopes for applications in quantum computing and green energy, indicating a robust market potential for the combined company [7].

证券代码：300520 证券简称：科大国创 科大国创软件股份有限公司 投资者关系活动记录表 编号：20250710 答：高可信软件是公司自主研发的面向程序分析和形式验证领 域的基础工具软件，主要采用符号执行、定理证明等形式化技术， 在代码级别或系统级别进行静态分析、动态分析和程序验证，以提 供准确而全面的软件评估，从而帮助程序研发与测试人员检测和纠 正潜在的错误、程序数据与信息的安全问题、潜在的逻辑漏洞和缺 陷，确保软件的质量和可靠性。目前公司高可信软件已在航天航空、 军工交通、汽车电子等领域实现应用，并持续为公司数字化新能源 产品的安全可靠保驾护航。 四、公司 AI 编程助手现在业务进展情况如何？ 投资者关系 活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 其他 （请文字说明其他活动内容） 参与单位名 称及人员姓 名 景顺长城基金、华泰证券、中金公司、方正证券、财通证券、平安 证券 时间 2025 年 7 月 10 日 10:00-11:30 地点 现场调研 上市公司接 待人员姓名 董事会秘书：杨涛先生 证券事务代表：赵淑君女士 投资者关系 活动主要内 ...

NORTH PLAINS, Ore., July 10, 2025 (GLOBE NEWSWIRE) -- Jewett-Cameron Trading Company Ltd. (“Jewett-Cameron”) (Nasdaq: JCTC), a company committed to innovative products that enrich outdoor spaces, will report its operational and financial results for its fiscal 2025 third quarter, after the market close on Monday, July 14, 2025. The Company has scheduled a webcast that same day, Monday, July 14, 2025, at 4:30 p.m. Eastern time, to review the results followed by a question and answer session. Webcast Details ...

Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...

Core Insights - The demand for data centers is expected to significantly boost semiconductor stocks for years to come, with companies like NVIDIA leading the market with over 80% share in GPUs [1][2]. Group 1: Semiconductor Companies - ASML is a leader in extreme ultraviolet (EUV) lithography systems, essential for producing advanced chips required for AI applications, achieving 52% year-over-year revenue growth in its latest quarter [3][6]. - Applied Materials provides key technologies for chip manufacturing, including processes necessary for high-performance AI chips, and is expected to see revenue growth of 6.5% to $29 billion by 2025 [7][9]. - KLA specializes in yield management, helping manufacturers improve efficiency and reduce defects in chip production, with analysts raising price targets in anticipation of strong earnings [12][13]. Group 2: Market Trends and Projections - The shift towards more power-efficient chips in hyperscale data centers is driving the need for advanced semiconductor technologies [2][4]. - Generative AI workloads necessitate cutting-edge GPUs and specialized accelerators, which rely on precision manufacturing equipment [5]. - Analysts have set a consensus price target of $923.80 for ASML, indicating a potential gain of over 16%, while KLA's stock is currently above its consensus price target, reflecting strong market expectations [6][12].

Core Insights - EfTEN Real Estate Fund AS reported a consolidated rental income of EUR 2,650 thousand in June 2025, reflecting a slight increase from May due to higher turnover-based rent and lower vacancy rates in office premises [1] - For the first half of 2025, the Fund's rental income reached EUR 15.58 million, a 1.6% increase year-over-year, while consolidated EBITDA decreased by 1.3% to EUR 12.9 million, primarily due to the sale of a gardening center and increased office vacancies [2] - The Fund's property portfolio saw a minor revaluation gain of EUR 546 thousand, with a 0.15% increase in fair value, influenced by a decrease in discount rates [3] - An interest rate swap agreement was established to fix the 1-month EURIBOR at 1.995%, with a notional value of EUR 11.6 million, representing 7.4% of the Fund's consolidated loan portfolio [4] - The weighted average loan interest rate decreased to 3.95% from 5.65% a year earlier, with consolidated interest expenses for the first half of the year amounting to EUR 3.5 million, a reduction of EUR 973 thousand compared to the previous year [5] - As of June 30, 2025, the Fund's net asset value (NAV) per share was EUR 19.979, and EPRA NRV was EUR 20.8523 per share, both showing a 1.0% increase during the month [5]

Core Insights - Applied Materials (AMAT) is experiencing increased demand due to the rise of AI infrastructure, particularly in its Logic and DRAM segments, as global semiconductor companies compete to innovate in logic, compute memory, and packaging for AI workloads [1][2] Group 1: Demand and Growth Drivers - The demand for fabrication, patterning, and advanced packaging systems is on the rise, creating significant opportunities for AMAT [2] - Technologies such as next-generation gate-all-around transistors, backside power delivery, 4F2, and 3D DRAM are expected to further propel AMAT's growth in AI workloads [2] - AMAT's Sym3 Magnum etch system has generated over $1.2 billion in revenue since its launch in February 2024, highlighting its importance in developing high-aspect-ratio structures for AI and HPC workloads [3][9] - Advanced DRAM revenues are projected to grow over 40% in fiscal 2025, driven by increased demand for DDR5 and high-bandwidth memory used in AI applications [4][9] Group 2: Competitive Landscape - Lam Research's memory segment saw a nearly 24% year-over-year revenue increase to $1.31 billion in Q3 fiscal 2025, driven by AI-related chip demand [5] - KLA Corporation's advanced packaging solutions are also benefiting from the AI boom, with projections indicating its advanced packaging business will grow from $500 million in 2024 to $850 million in 2025 [6] Group 3: Financial Performance and Valuation - AMAT's shares have increased by 19.9% year-to-date, outperforming the Electronics - Semiconductors industry, which grew by 13.3% [7] - The company trades at a forward price-to-sales ratio of 5.23X, which is lower than the industry average of 8.6X, indicating potential valuation upside [10] - The Zacks Consensus Estimate for AMAT's fiscal 2025 and 2026 earnings suggests year-over-year growth of 9.48% and 5.60%, respectively, with upward revisions in estimates for fiscal 2026 and 2027 over the past 60 days [13]

Industry Insights - Jiangsu's power grid reached a historical peak load of 152 million kilowatts for the third time this year, with 93 new energy storage stations contributing a maximum discharge power of 7.14 million kilowatts during peak hours, marking the largest centralized utilization of new energy storage in China [1] - The global new ship orders have decreased by 54% year-on-year, with the Clarkson newbuilding price index down by 1% [4] - As of June 2025, China's foreign exchange reserves increased by $32.2 billion to $3317.4 billion, reflecting a 0.98% rise, while gold reserves rose by 70,000 ounces, marking the eighth consecutive month of increase [5] - The bond ETF market has seen significant growth, with the latest issuance of 10 technology innovation bond ETFs raising approximately $30 billion in a single day, pushing the total bond ETF market size to over $400 billion [5] Company Developments - Tongxingbao is developing a series of products under the "Su Super" IP, including merchandise related to the Jiangsu provincial football league, with production expected to launch in July [6] - Beijing Pop Mart Culture and Creative Co., Ltd. has applied for the "Lafufu" trademark as a defensive measure against copyright infringement related to its "Labubu" product line [6]