Investors are wondering just how big of a hit Nintendo's Switch 2 console will wind up being.Nintendo (NTDOY) stock is seeing a modest pullback in Friday's trading. The gaming giant's share price was down 1.9% as of 3:30 p.m. ET, and had been down as much as 2.8% earlier in the session. Even with some recent sell-offs, the stock is still up roughly 49% in 2025.Nintendo stock is moving lower today in conjunction with news that the company's Switch 2 console is no longer selling out at retail.  Nintendo stoc ...

SANTA MONICA, Calif., July 25, 2025 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) today, during a special panel at San Diego Comic-Con unveiled an all-new dynamic lineup inspired by iconic franchises including Super Mario, The Simpsons, DC x Sonic the Hedgehog, Bendy, and Dog Man. The crowd went wild with excitement for the Super Mario Big Bad Bowser, a towering 12-inch tall figure with sound effects, “fire breathing” light feature and slashing arms, storming exclusively into Costco this fall. Your ...

Core Insights - F5 Inc. (FFIV) is set to report its third-quarter fiscal 2025 results on July 30, with projected non-GAAP EPS between $3.41 and $3.53, and a consensus estimate of $3.49, reflecting an 8.28% year-over-year increase [1] - The company anticipates non-GAAP revenues in the range of $740 million to $760 million, with a consensus estimate of $753.1 million, indicating an 8.3% year-over-year growth [1] Group 1: Revenue and Earnings Projections - F5's Product segment is expected to benefit from recovering demand for software solutions, particularly in hybrid and multi-cloud architectures, with software revenues estimated at $202 million [2] - The Systems segment is likely to see increased sales due to technology refresh activities for VIPRION and iSeries offerings, with estimated revenues of $144.7 million [3] - Overall Product revenues are projected at $346.6 million, driven by strong sales in both Software and Systems divisions [3] Group 2: Growth Drivers and Challenges - The growth in BIG-IP and NGINX subscription software deals is anticipated to be a significant growth driver, aided by performance data, automation capabilities, and lower ownership costs [4] - However, slower growth in perpetual software licenses due to IT budget cuts amid macroeconomic uncertainties may offset overall software revenues, although new avenues like AI adoption are expected to contribute positively [5] Group 3: Earnings Prediction Model - Current analysis indicates that F5 does not conclusively predict an earnings beat this season, with an Earnings ESP of -0.33% and a Zacks Rank of 3 (Hold) [6]

Industry Overview - The artificial intelligence (AI)-powered data center industry is thriving, leading to increased interest in nuclear energy as a hot sector over the past year [1] - The demand for nuclear energy is being driven by the energy-intensive nature of AI technologies [1] Company Profiles Mirion Technologies - Mirion Technologies, based in Atlanta, GA, specializes in radiation detection, measurement, analysis, and monitoring products and services across North America, Europe, and the Asia Pacific [2] - The company is focusing on digital innovation in the nuclear and radiation safety sectors, recently partnering with Westinghouse Electric Company to enhance nuclear instrumentation with digital solutions [3][4] - Mirion's digital systems provide precise measurements and are less affected by environmental changes, ensuring high-quality data collection [5] - The transition to digital systems allows for standardized data recording and remote monitoring capabilities, enhancing operational efficiency [6] BWX Technologies - BWX Technologies, headquartered in Lynchburg, VA, manufactures and sells nuclear components in the U.S., Canada, and internationally [2] - The company is expanding its commercial power segment and benefiting from strong bookings and government contracts, particularly in nuclear demand [8] - BWXT has secured contracts with the U.S. Department of Defense for developing a micro-nuclear reactor and is collaborating with commercial nuclear energy companies [9] - The company is preparing for growth in the small modular reactors market, anticipating multiple follow-on orders in North America and Europe [12] Financial Performance Mirion Technologies - Mirion expects total revenues to grow by 5-7% year-over-year in 2025, with organic revenue growth projected at 5.5-7.5% [7] - Adjusted EBITDA is anticipated to be in the range of $215-$230 million, and adjusted free cash flow is projected between $85-$110 million [7] - The company forecasts adjusted earnings per share (EPS) in the range of 45-50 cents [7] BWX Technologies - BWXT's 2025 sales and EPS estimates imply a year-over-year improvement of 12.9% and 6.6%, respectively [19] - The company faces challenges from zirconium cost impacts and an unfavorable mix in its commercial operations [13][22] Market Performance - Over the past year, BWXT shares have increased by 45.1%, while Mirion shares have surged over 101% [14] - Mirion Technologies is perceived to have a better price performance and focus on digital innovation compared to BWX Technologies [22]

给机器人装上「空间大脑」。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 群核科技 于 7月25日 发布 了 最新高质量 3D高斯语义数据集InteriorGS，旨 在为机器人和AI智能体提升空间感知能力。InteriorGS数据集及相应智能体解决方案将亮相2025世 界人工智能大会。 值得一提的是， I nteriorGS数据集包含1000个3D高斯语义场景，涵盖超 80 种室内环境，赋予智 能体一个"空间大脑"，以提高其环境理解和交互能力。该数据集或是全球首个适用于智能体自由运 动的大规模3D数据集 。 近两年， 3D高斯溅射凭借"扫描即可重建场景"的优势，已在文物保护、空间设计等领域崭露头角。 近期，群核科技工程师利用3D高斯技术还原了杭州一座60多年老照相馆空间，这座承载半个多世纪 记忆的数字照相馆引起了广泛关注，也让这一新技术火速出圈。 而此次发布的 InteriorGS数据集，首次将这一技术引入AI空间训练领域。该数据集很好地利用了3D 高斯在场景重建上的效率和成本优势，并结合其自研的空间大模型能力，使其真实感与语义性兼备， 成 ...

【环球网科技综合报道】7月25日，群核科技发布了3D高斯语义数据集InteriorGS，并宣布该数据集及相应智能体解决方案将在2025世界人工智能大会亮相。 据悉，数据集InteriorGS包含1000个3D高斯语义场景，涵盖超80种室内环境。 据介绍，群核科技搭建的 "3D 高斯重建 + 空间大模型 + 物理仿真" 训练数据生成新路径，用户可输入一段视频或一组图片，通过3D高斯技术快速完成场景 重建，空间大模型赋予其语义逻辑，再通过空间智能平台SpatialVerse进行物理特性模拟和数据扩增，最终生成可供智能体学习的训练数据。 群核科技在空间智能领域早有布局。其SpatialVerse作为空间智能训练平台，积累了海量可交互三维数据与一套物理仿真工具，其InteriorNet数据集是室内场 景认知深度学习数据集。SpatialVerse的目标是成为空间智能领域的"ImageNet"，为AIGC、XR、具身智能等领域提供"数字道场"。 今年3月开源的空间理解模型SpatialLM曾登上Hugging Face趋势榜前三。目前，已有智元机器人、银河通用等一批具身智能企业与其达成合作。 据了解，3D高斯溅射技术近 ...

导读： 赛默飞世尔科技（Thermo Fisher Scientific）截至2025年6月28日的第二季度财务报告关键信息总结。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 赛默飞世尔科技（纽约证券交易所代码：TMO），当地时间7月23日公布了截至2025年6月28日的第二季度财务业 绩。 总营收同比增长 3% ，超出市场预期 。其中实验室产品部门销售额 60亿美元 ，占总营收的 55% ，高于预期 的 57.9亿美元 。 第二季度亮点 营收增长3%：季度营收达108.5亿美元。 按照美国通用会计准则（GAAP）计算的每股稀释收益（EPS）增长6%：达到4.28美元。 非GAAP调整后每股收益（EPS）：5.36美元。 卓越运营表现：积极应对宏观经济环境，展现公司经验证的增长战略和PPI业务体系的优势。 推进增长战略：推出多项高影响力创新产品，强化行业领先的商业引擎，并深化与客户的合作伙伴关系，助力科学突破 并提升客户效率。亮点包括： 发布新一代仪器，如赛默飞世尔Orbitrap As tral Zoom质谱仪、Orbitrap Ex ...

中新社雅加达7月24日电 (记者李志全)2025年印度尼西亚国际汽车展24日盛大开幕，吸引逾60家国际与 本地的汽车品牌参展。其中，十余家中国车企集体亮相，整体表现亮眼。 印尼汽车市场长期由日韩品牌主导，但近年来，随着中国车企在电动化与智能科技领域持续发力、全球 化战略不断加速，市场格局正在悄然转变。据主办方介绍，作为印尼规模最大的汽车展，今年共有14家 中国车企参展，数量超过日本的11家。 车展上，比亚迪、五菱、北汽、奇瑞、小鹏、长城等中国品牌悉数亮相，吸引大量印尼观众驻足体验、 参与试驾，现场人气高涨。 7月23日，小鹏汽车宣布，其首辆海外本土化生产的高端纯电MPV小鹏X9正式交付印尼用户。同日，五 菱汽车也在现场举行最新车型Cortez Darion的全球首发，提供纯电与插电式混动两种动力版本。比亚迪 则推出Atto1车型。据介绍，这是该车型首次在东南亚亮相。 作为东南亚人口最多的国家，印尼正迅速成长为本地区电动车发展最活跃市场之一。印尼汽车工业协会 数据显示，2025年上半年电动车销量占比已达10%，同比翻倍。相比之下，日本车企在电动车布局上仍 较为谨慎。 以五菱为例，2017年进入印尼市场，积极推进 ...

Core Insights - Gentherm reported second quarter 2025 financial results with delivered revenue of $375 million, including a record for Automotive Climate and Comfort Solutions [1][2] - The company secured over $600 million in new automotive business awards during the quarter, totaling $1 billion year-to-date [1][3] - Full-year guidance for 2025 has been narrowed, with product revenues expected between $1.43 billion and $1.5 billion [5] Financial Performance - Product revenues of $375.1 million decreased by 0.2% from $375.7 million in the prior year, with a 1.6% decrease when excluding foreign currency translation [6] - Automotive revenues decreased by 1.5%, while Medical revenues decreased by 4.8% [6] - Adjusted EBITDA was $45.9 million, representing 12.2% of revenue, down from $49.9 million or 13.3% of revenue in the prior year [6][26] Revenue Breakdown - Automotive Climate and Comfort Solutions revenue increased by 3.8% year-over-year, outperforming S&P Global's light vehicle production report by 10 basis points [6] - The company secured automotive new business awards totaling $620 million, including significant contracts with Ford [6][3] - Revenue from Climate Control Seats was $200 million, showing a slight increase, while Lumbar and Massage Comfort Solutions saw a 14.5% increase [23] Guidance and Strategic Focus - The revised guidance for adjusted EBITDA margin rate is set between 11.7% and 12.5% for the full year 2025 [5] - The company is focused on executing strategic priorities and driving operational efficiencies despite macroeconomic uncertainties [5][3] - Capital expenditures guidance has been reduced to $55 million to $65 million from the previous range of $70 million to $80 million [5] Market Position and Outlook - Gentherm maintains a strong liquidity position with $416 million available, reflecting an increase from the previous year [33] - The company continues to innovate and strengthen customer relationships, contributing to its market leadership in thermal management technologies [3][11] - The overall market sentiment has improved, but the company remains cautious in its operational management due to ongoing uncertainties [5]

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