To the chagrin of investors, NuScale Power (SMR 4.32%) stock dipped lower more than 7% through the first four months of 2025, giving back a bit of the whopping 445% gain that it had logged in 2024.But then May rolled around.Thanks to President Trump's enthusiastic support of the nuclear energy industry, shares of small modular reactor (SMR) developer NuScale Power ripped higher and extended their gain in June. All in all, NuScale Power stock soared 120.6% through the first six months of 2025, according to d ...

Core Insights - The integration of generative AI and agentic AI in medical devices is transforming clinical workflows and patient care, with generative AI focusing on content creation and design optimization, while agentic AI enables autonomous decision-making based on real-time data [1][3] Group 1: AI Integration in Medical Devices - Generative AI is used to create synthetic medical images for training diagnostic tools, enhancing datasets [1] - Agentic AI supports predictive maintenance in medical equipment, reducing downtime through fault detection and automated service scheduling [3] - AI-powered tools like Nuance Communications's Dragon Ambient eXperience improve clinical documentation by transcribing doctor-patient conversations into structured notes [2] Group 2: Key Factors Driving AI Adoption - There is a rising demand for precision and personalized medicine, with AI enabling individualized diagnostics and treatments based on patient-specific data [5] - The regulatory environment is favorable, with over 700 AI-enabled devices approved by the FDA, significantly increasing from 2020 [6] Group 3: Medical Device Stocks to Watch - Boston Scientific Corporation (BSX) is investing in AI for improved procedural outcomes, with a projected 2025 sales growth rate of 16.4% and earnings expected to grow by 15.9% [8][7] - Johnson & Johnson (JNJ) employs AI in surgical robotics and digital surgery analytics, with a historical earnings growth rate of 5.5% and projected sales growth of 2.8% for 2025 [11][10] - GE HealthCare Technologies Inc. (GEHC) leads in FDA-cleared AI devices, with a projected sales growth rate of 3.2% for 2025 and a focus on enhancing imaging through AI solutions [13][12]

Photo illustration by Cheng Xin/Getty ImagesGetty ImagesAstera Labs (NASDAQ:ALAB), a firm specializing in semiconductor-based connectivity solutions for cloud and AI infrastructure, experienced a stock increase of nearly 8% on Wednesday. Although there wasn’t significant stock-specific news to justify such a substantial change, there are several compelling reasons for investors to show growing interest in the stock. Despite a solid recent financial performance, ALAB stock is down approximately 25% year-to-d ...

Investment Rating - The report maintains a "Buy" rating for Lingyi, with a 12-month price target of Rmb11.40, indicating an upside potential of 28.1% from the current price of Rmb8.90 [18][13]. Core Insights - Lingyi's revenues are expected to grow by 23% year-over-year in 2Q25, reaching Rmb11.5 billion, driven by new project contributions and improved seasonality in the second half of 2025 [1][3]. - The gross margin (GM) is projected to improve to 15.7% in 2Q25, up from 15.2% in 1Q25, although still below the 2022/2023 levels of 20.7% and 19.9% respectively [1][3]. - Lingyi's diversification into foldable phones, servers, and AI/AR glasses components is expected to increase revenue contributions to 14% and 18% in 2025 and 2026 respectively [1][2]. Revenue and Earnings Estimates - Revenue estimates for 2025 remain unchanged at Rmb54.5 billion, with net income expected to grow by 43% year-over-year [3][9]. - Earnings revisions indicate a decrease in net income estimates by 11% for 2025, primarily due to lower GM from the automotive and server segments [3][7]. - The report anticipates a compound annual growth rate (CAGR) of 21% in revenues from 2025 to 2027 [3][9]. Financial Metrics - The report projects gross margins to expand from 15.8% in 2024 to 16.6% and 18.2% in 2025 and 2026 respectively [3][11]. - Operating profit margins (OPM) are expected to improve from 6.0% in 2025 to 8.1% in 2027 [3][11]. - The net margin is forecasted to increase to 4.6% and 5.7% in 2025 and 2026 respectively [3][11]. Market Position and Competitive Landscape - Lingyi is expanding its business in foldable phones, servers, robotics, and AI/AR glasses components to reduce concentration risk and capture a larger market share [2][3]. - The company has established partnerships to provide comprehensive manufacturing solutions, which are expected to lower the bill of materials (BOM) costs for clients [2][3]. Valuation - The target price of Rmb11.4 is based on a target P/E multiple of 21.2x 2026E EPS, reflecting a positive correlation between P/E and EPS growth among peers [11][17]. - Lingyi is currently trading at a P/E of 17x for 2026E, which is considered attractive [13][17].

WOODCLIFF LAKE, N.J., July 10, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT), a global leader in the artificial intelligence of things (AIoT) software-as-a-service (SaaS) mobile asset industry, today announced the launch of its automated AI risk intervention application, an innovative AI video module engineered to redefine how companies automatically detect, assess, and prevent risk in real time, powered by an expert AI automation engine.Built on Powerfleet's 20+ year heritage in safety and integrate ...

Dublin, July 10, 2025 (GLOBE NEWSWIRE) -- The "Europe Reconfigurable Battery Systems (RBS) Market: Focus on Application, Type, and Country-Level Analysis - Analysis and Forecast, 2025-2035" report has been added to ResearchAndMarkets.com's offering.The Europe reconfigurable battery systems market was valued at $897.0 million in 2024 and is expected to reach $3.56 billion by 2035, with a CAGR of 13.61% from 2025 to 2035. The market for reconfigurable battery systems (RBS), which combine modularity, scalabil ...

300mm metasurface optics manufactured by ST, integrating Metalenz IP 300mm metasurface optics manufactured by ST, integrating Metalenz IP T4717D STMicroelectronics and Metalenz Sign a New License Agreement to Accelerate Metasurface Optics Adoption New license agreement enabling the proliferation of metasurface optics across high-volume consumer, automotive and industrial markets: from smartphone applications like biometrics, LIDAR and camera assist, to robotics, gesture recognition, or object detection. ...

Core Insights - The One Big Beautiful Bill (OBBB) Act has been enacted, introducing new rules that may weaken the U.S. clean energy sector, particularly solar power, by eliminating several incentives [1][2] - Despite the negative impact on solar companies, the Senate version of the bill has softened some provisions, suggesting that the industry may not face as dire a situation as previously feared [2][3] Summary of Key Provisions - The OBBB Act cancels the 30% tax credit for residential solar systems, which will expire on December 31 of this year, significantly ahead of schedule [4] - Utility and commercial projects will see a phase-out of the 30% tax credit after 2027, with projects started after 2029 losing the credit entirely, although projects initiated within 12 months of the bill's passage are exempt [4] - The act has removed an excise tax on imported solar modules and eased timelines for commercial projects, which may provide some relief to the solar sector [3] Company-Specific Insights - **NextEra Energy**: - One of the largest diversified clean energy companies in the U.S., with 33,000 megawatts of operating energy in 2023 [5] - The stock trades at a P/E ratio of 27.5, slightly below its 10-year average, with projected EPS growth of 26% in 2024 and 7.2% in 2025 [6][7] - **First Solar**: - Focuses on domestic manufacturing of solar modules, which may provide a competitive edge under the new regulations [9] - The Royal Bank of Canada has increased its price target for First Solar from $188 to $200, with an average analyst price target of $228.69, indicating significant upside potential [10] - **Nextracker**: - Sold nearly $3 billion worth of solar trackers in the last year, primarily used in large utility-scale projects, which may shield it from the impacts of tax credit phase-outs [11] - The stock trades at a P/E ratio of 19, with a net profit margin of 17.21% and a quarterly revenue increase of 15% year-over-year [12]

产销量方面 ，2024年公司光伏硅片出货125.8GW，同比+10.5%，市占率为18.9%，位居行业第一。 截至25Q1，公司产能达 到200GW，210系列产品出货占比持续提升，外销市占率达到55%以上 。 2024年全年公司组件出货为8.3GW。25Q1公司持续完善产品序列，改造TOPCon标准组件产线并筹建2GW BC组件产线，逐 步形成全价值定位组件产品组合，满足市场需求；加速营销能力建设，订单量明显增加。 截至25Q1，公司组件产能 24GW，光伏组件出货1.9GW，同比+19%，产销能力进一步提升。 当前光伏产业还在底部徘徊，TCL尚且如此，预计其他企业的年中报告也都差不多 。关于光伏，近期重大新闻是7月3 日， 工业和信息化部党组书记、部长李乐成 主持召开第十五次制造业企业座谈会，14家光伏行业企业及光伏行业协 会负责人作交流发言。 李乐成强调， 要聚焦重点难点，依法依规、综合治理光伏行业低价无序竞争，引导企业提升产品品质，推动落后产能 有序退出，实现健康、可持续发展 。行业企业要大力弘扬企业家精神，锚定正确方向，致力技术创新，坚守质量安全 底线，加强国际合作，进一步拓展光伏应用的深度和广度， ...

Key Takeaways FSLR is advancing perovskite research to develop scalable, high-efficiency thin-film solar products. The company's new perovskite line is part of its $370M Jim Nolan Center for Solar Innovation in Ohio. FSLR acquired Evolar AB in 2023 to boost the development of next-gen perovskite-based solar technologies.Recently, perovskite solar cells have emerged as a promising alternative to traditional silicon panels, offering potentially higher efficiency and lower production costs. With the increase ...