Nov 4, 2025 5:28 PM Eastern Standard Time Babcock & Wilcox Announces AI Data Center Project and Reports Third Quarter 2025 Results Share Q3 2025 Continuing Operations Financial Highlights – Revenue of $149.0 million, compared to revenue of $152.6 million in the third quarter of 2024 – Global Parts & Services revenue of $68.4 million, compared to Global Parts & Services revenue of $61.7 million in the third quarter of 2024 – Net loss from continuing operations of $2.3 million, compared to a net loss of $7.9 ...

Nov 4, 2025 5:28 PM Eastern Standard Time Babcock & Wilcox Announces AI Data Center Power Generation Solution and Signs LNTP with Applied Digital to Design and Install One Gigawatt of Electric Power Share AKRON, Ohio--(BUSINESS WIRE)--Babcock & Wilcox (B&W) (NYSE: BW) announced today that it has further solidified its entry into the AI Data Center power supply market utilizing efficient and available steam generation technology with shorter time to market than traditional simple cycle power plants. B&W is a ...

It's time now for our 360 round. For that, let's bring in our panel to discuss Palanteer's latest earnings. Joining us, Joe Castikley, the portfolio manager at the free markets ETF, and Shai Balour, the chief market strategist at Futurum.Shai, we'll start with you. You know, thoughts on the report. >> I mean, looking at the price action down 8%, you would assume that the earnings weren't great, but they're actually very impressive.Maybe the market just got ahead of itself, but longterm nothing has changed. ...

Eaton (NYSE:ETN) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Company ParticipantsPaulo Ruiz - CEOAndrew Kaplowitz - Managing Director of Equity ResearchNigel Coe - Managing Director of Equity ResearchJoseph Ritchie - Managing Director of Equity ResearchAndrew Obin - Managing Director of Equity ResearchDeane Dray - Managing Director of Equity ResearchOlivier Leonetti - EVP and CFOScott Davis - Founding PartnerStephen Tusa - Managing Director of Equity ResearchJeffrey Sprague - Managing Partner of Equ ...

Eaton (NYSE:ETN) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Speaker1Thank you for standing by. Welcome to Eaton's third quarter 2025 earnings results conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again. A ...

Sterling Infrastructure (NasdaqGS:STRL) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker0Morning, ladies and gentlemen, and welcome to the Sterling Infrastructure Third Quarter Webcast and Conference Call. At this time, all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. As a reminder, this call is being recorded on Tuesday, 11/04/2025. I would now like to turn the conference over to Noelle Dilts, Vice President of Investor Relations and ...

Lattice Semiconductor (NasdaqGS:LSCC) Q3 2025 Earnings Call November 03, 2025 05:00 PM ET Speaker2Ladies and gentlemen, greetings and welcome to the Lattice Semiconductor third quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone requires operator assistance during the conference call, please signal the operator by pressing Star and Zero on your telephone keypad. As a reminder, this c ...

Qualcomm (QCOM) will report its fourth quarter earnings after the bell on Wednesday. The announcement comes as the smartphone chip giant seeks to further diversify its business offerings by entering into the AI data center market. Last week, Qualcomm debuted its AI200 and AI250 data center chips and rack-scale server products. The AI200 will be available in 2026, while the AI250 will land in 2027. A third chip is scheduled for 2028. A rack-scale server is a server system that can pool computing resources ...

国泰海通发布研报称，受益于SSD在各领域的加速渗透，全球SSD控制器市场呈快速增长态势。AI和数 据中心等新兴需求推动高端SSD控制器升级换代，同时汽车电子和工业物联网兴起带来车规级存储控制 器的新增长点。投资主线主要围绕两方面展开：其一，受益于AI训练和云基础设施扩张的高性能 PCIe5.0等高端控制器供应商；其二，在移动及PC领域具备低功耗和成本优势的存储控制器厂商。此 外，汽车及工业存储控制器的渗透率有望长期提升，相关参与者也值得关注。 国泰海通主要观点如下： 存储控制器行业全球竞争格局呈现独立厂商与IDM厂商共存局面。独立厂商在客户多样性和技术服务上 占优势，占据相当市场份额，其中不乏美系及中国台湾地区多家老牌数字芯片设计厂商。而IDM厂商则 以产品整合优化见长，出于垂直整合考虑，自研配套的控制器用于自家SSD产品，不对外销售，但其出 货量在总体市场占有举足轻重位置。两种模式长期共存。此外，存储控制器属于技术和生态壁垒都很高 的领域，新进入者面临多重挑战，难度极高。 当前行业核心逻辑在于，AI和数据中心等新兴需求推动高端SSD控制器升级换代，同时汽车电子和工业 物联网兴起带来车规级存储控制器的新增长点 ...

I focus on a rigorous fundamentals-foremost equity and credit research. I currently work as a financial advisor/planner, and do analysis in my free time. I have an undergrad in business administration, an MBA in finance, and currently am a doctoral candidate (a DBA with a concentration in Finance and Investment Management). My research style typically involves process-driven research, followed by blending several valuation models together to get a blended, 12 month price target. I enjoy utilizing full DCF a ...