Key Takeaways Jabil gains from AI-driven inspection tools, diversification, and strong free cash flow performance. HEICO sees rising demand from defense and air travel, supported by higher U.S. military spending. L3Harris benefits from global defense demand, missile sensor tech, and acquisition-related growth.A drone, also called an unmanned aerial vehicle (UAV), is a broad term that refers to an aircraft that operates autonomously or by remote control with no pilot on board. The technology has evolved ov ...

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LINYI, China, July 09, 2025 (GLOBE NEWSWIRE) -- From July 4 to 6, the Linyi Trade City (Angola) High-Quality Products Fair 2025 took center stage at the Angola International Real Estate Trade Fair (FINI 2025). This marked another large-scale appearance of Linyi, a renowned Chinese manufacturing hub, in Africa. The fair attracted over 400 domestic and international companies, creating a comprehensive ecosystem of industries along various supply chains. Over 200 Linyi enterprises showcased more than 1,000 hig ...

Core Insights - VCI Global Limited has announced the acquisition of Secure Encryption Storage Limited, enhancing its position in the encryption infrastructure sector with 129 patents and deployments across over 100 institutions in Asia [1][2] Company Overview - Secure Encryption Storage Limited has a proven track record in sensitive environments, including government agencies and financial institutions, with hardware designed to withstand quantum decryption threats and achieving EAL4 certification [2] - VCI Global gains exclusive distribution rights for SES's product suite in Southeast Asia, targeting sectors such as telecommunications and finance with military-grade encrypted storage systems and secure mobile communication devices [3] Technology and Product Integration - SES's encryption technology will be integrated into QuantGold's sovereign AI infrastructure, enabling encrypted data processing in high-value sectors like finance and healthcare, ensuring privacy and regulatory compliance [4] - QuantGold's platform is designed for secure data monetization, leveraging over 120 encryption patents and military-grade hardware security [7][8] Market Trends - The global cybersecurity market is projected to exceed US$425 billion by 2030, while the AI data monetization sector is expected to surpass US$400 billion by 2035, positioning VCIG and QuantGold to capitalize on these megatrends [5] Strategic Vision - The company aims to build a trusted foundation for sovereign AI, focusing on eliminating cybersecurity threats through advanced encryption technologies [6]

CoreWeave TodayCRWVCoreWeave$159.70 -5.50 (-3.33%) 52-Week Range$33.51▼$187.00Price Target$65.00Add to WatchlistAI infrastructure leader CoreWeave, Inc. NASDAQ: CRWV has announced a $9.0 billion, all-stock deal to buy data center operator Core Scientific, Inc. NASDAQ: CORZ. The market reacted with immediate skepticism, and CoreWeave’s stock price declined following the news. Investors were clearly concerned that their ownership would be diluted or spread across more shares and that merging the two companie ...

Core Viewpoint - MiddleGround Capital has entered into a definitive agreement to sell Arrow Tru-Line, a leading manufacturer of overhead garage door hardware, to the Chamberlain Group, a global leader in intelligent access and monitoring solutions [1][3]. Company Overview - Arrow Tru-Line (ATL) is a market leader in manufacturing and distributing metal garage door components, serving OEMs, distributors, and installers across North America [2]. - Founded in 1970 and headquartered in Archbold, Ohio, ATL operates six manufacturing and distribution facilities in the U.S. and Canada [2][6]. Transaction Details - The sale of ATL marks MiddleGround's third full exit from its first fund, which closed in August 2019 with $460 million in assets [3]. - The transaction is expected to provide liquidity to MiddleGround's investors while positioning ATL for future growth under the Chamberlain Group [3]. Operational Improvements - Since acquiring ATL in late 2021, MiddleGround has helped improve the company's manufacturing capabilities and operational efficiencies, leading to enhanced free cash flow conversion and profitability [3]. - ATL's management team has vertically integrated the business, aligning its product portfolio to meet the growing demand in the U.S. housing market, driven by factors such as aged housing stock and increased homeowner equity [3]. Market Position and Future Outlook - ATL is well-positioned to capitalize on industry trends, including accelerated demand for residential repair and remodeling, new housing construction, and increased commercial construction in North America [3]. - The combined platform of ATL and Chamberlain is expected to deliver greater value through complementary product offerings [3].

Core Viewpoint - Apple Inc. is currently seen as a strong investment opportunity despite its recent underperformance compared to other tech stocks and market indices, with a significant price gap that presents potential upside for patient investors [2][5][11]. Price Performance - Apple shares are currently trading at $213.36, which is 82% of their 52-week high, indicating a gap of nearly 20% compared to the peak [3][4]. - The stock has a price target of $234.95, suggesting a potential upside of 10.12% from the current price [9]. Market Sentiment - There is a divergence in investor attention, with more speculative growth stocks attracting capital, which has led to a lack of investment in fundamentally sound companies like Apple [2][4]. - Institutional interest in Apple is increasing, as evidenced by Swedbank boosting its holdings by 2.4%, bringing their stake to $4.3 billion [10]. Earnings Expectations - Analysts expect Apple to report earnings per share (EPS) of $2.34 in Q1 2026, a 42% increase from the current EPS of $1.65 [11]. - The market is willing to pay a premium for Apple, reflected in its high price-to-book (P/B) ratio of 56.6x compared to the sector average of 7.1x [13]. Analyst Ratings - Wedbush analyst Daniel Ives maintains an Outperform rating on Apple with a price target of $270, indicating confidence in the stock's potential to reach new highs [7][8].

Core Viewpoint - Quantum computing stocks experienced significant activity, highlighted by a successful stock offering and positive analyst coverage across several companies in the sector [1] Group 1: D-Wave Quantum (QBTS) - D-Wave Quantum, Inc. completed a $400 million common stock offering at an average price of $15.18 per share [2] - Analyst Troy Jensen from Cantor Fitzgerald initiated coverage with an Overweight rating and a $20 price target, indicating optimism about the company's future [2][3] - Jensen believes D-Wave is in the early stages of commercializing its technology and could capture 15% of the quantum hardware, software, and services market by 2035 [3] Group 2: Rigetti Computing (RGTI) - Rigetti Computing, Inc. also received an Overweight rating from Cantor Fitzgerald, with a bullish price target of $15 [4] - The company's share price has surged approximately 1,008% over the past 52 weeks, recovering from challenging years in 2022 and 2023 [4] - Rigetti's partnership with Quanta Computer is expected to enhance the development and commercialization of superconducting quantum computing [5] Group 3: IonQ (IONQ) - IonQ, Inc. shares increased by about 11% this week, receiving a Buy rating and a $45 price forecast from Cantor Fitzgerald [6] - The company reported a strong financial position, ending Q1 2025 with nearly $700 million in cash after a $373 million equity raise [6] Group 4: Quantum Computing, Inc. (QUBT) - Quantum Computing, Inc. received a Neutral rating from Cantor Fitzgerald with a $15 price target, which is below the current stock price of $20 [7] - Despite the Neutral rating, QUBT stock has shown strong performance, gaining 67.5% over the past month and over 4,600% in the past year [7]

Core Insights - GameStop Corp. (GME) reported significant improvements in its fiscal first-quarter 2025 results, primarily due to effective cost management and operational efficiency [1][4] - The company achieved a 3.4% increase in gross profit, with gross margin expanding by 680 basis points to 34.5% [2] - GameStop's net income shifted from a loss of $32.3 million to a profit of $44.8 million, reflecting the benefits of its cost restructuring [4] Financial Performance - Adjusted SG&A expenses decreased by 24.8% year over year to $225.3 million, improving as a percentage of net sales by 320 basis points to 30.8% [1] - Adjusted EBITDA turned positive at $38.6 million, reversing a loss of $37.6 million from the previous year [3] - Adjusted operating income rose to $27.5 million from a loss of $55 million in the prior year [3] Revenue and Sales - Despite a 17% decline in net sales, attributed to weaknesses in hardware and software, the collectibles segment provided some offset [5][9] - The company’s gross profit increased to $252.8 million from $244.5 million [2] Valuation and Estimates - GameStop's shares have decreased by 23.6% year to date, contrasting with the industry's growth of 13.7% [8] - The forward price-to-sales ratio for GME is 3.23X, slightly below the industry average of 3.58X [10] - The Zacks Consensus Estimate for GME's fiscal 2025 earnings indicates a year-over-year growth of 127.3%, while fiscal 2026 estimates suggest a decline of 52% [11]

Company Overview - BTQ Technologies Corp. is a global quantum technology company focused on securing mission-critical networks and is accelerating the transition from classical networks to the quantum internet [5] - The company is backed by a broad patent portfolio and delivers a full-stack, neutral-atom quantum computing platform with end-to-end hardware, middleware, and post-quantum security solutions for various sectors including finance, telecommunications, logistics, life sciences, and defense [5] Appointment of Dr. Sean Kwak - Dr. Sean Kwak has been appointed as a Strategic Advisor to BTQ Technologies, bringing extensive experience in applied quantum technology [1][4] - He established Korea's first private quantum research lab at SK Telecom in 2011 and led the development of the country's premier telco quantum-security program [2] - Kwak's previous roles include Executive Vice President at ID Quantique and CEO of Genesis Quantum Inc., focusing on commercializing quantum key distribution technologies [3] Strategic Goals and Contributions - Dr. Kwak's mandate at BTQ includes spearheading market operations in Korea, forming partnerships with leading telecom and defense organizations, and advising on the rollout of post-quantum cryptography and quantum communication products across the Asia-Pacific region [4][8] - His expertise in quantum R&D and commercialization is expected to enhance BTQ's ability to scale current and future products, reinforcing the company's mission to accelerate quantum advantage [4]