Record quarterly revenue of $180.2 millionNet income of $104.5 million, or $0.26 diluted EPSAdjusted EBITDA of $197.2 millionAnnounces initiation of 112 MW of core and shell for data center campus CASTLE ROCK, Colo., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Riot Platforms, Inc. (NASDAQ: RIOT) (“Riot” or “the Company”), a Bitcoin-driven industry leader in the development of large-scale data centers and bitcoin mining applications, reported financial results for the three-month period ended September 30, 2025. The a ...

NASDAQ: RIOT Riot Platforms (NASDAQ: RIOT) Q3 2025 Update October 30, 2025 Corsicana data center conceptual rendering Forward Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements that reflect management's current expectations, assumptions, and estimates of future performance and economic conditions, and are not guarantees of future performance or actual results. Such statements are made in reliance on the safe harbor provisions of Secti ...

ASE (NYSE:ASX) Q3 2025 Earnings Call October 30, 2025 03:00 AM ET Company ParticipantsJoseph Tung - CFOKen Shung - Head of Investor RelationsConference Call ParticipantsBruce Lu - VP and Equity AnalystGokul Hariharan - Senior Equity Research AnalystSunny Lin - Stock AnalystCharlie Chan - Technology Research AnalystFelix Pan - Equity AnalystLaura Chen - AnalystKen ShungHello, I am Ken Shung, the Head of Investor Relations for ASE Technology Holdings. Welcome to our third quarter 2025 earnings release. I am j ...

Key Takeaways Applied Digital's CoreWeave lease deal secures $11B in projected revenues and de-risks its business.IREN targets $1.25B in annualized revenues, with $500M AI Cloud ARR expected by early fiscal 2026. APLD shares surged 49.7% in a month, outpacing IREN's 33% gain, signaling stronger investor momentum. Applied Digital (APLD) and IREN Limited (IREN) offer next-gen data center infrastructure targeting high-performance computing (HPC), artificial intelligence (AI) workloads and scalable computing. D ...

MIDLAND. Pa., Oct. 28, 2025 (GLOBE NEWSWIRE) -- , Oct. 27, 2025 (GLOBE NEWSWIRE) — Mawson Infrastructure Group Inc. (NASDAQ: MIGI) (“Mawson” or the “Company”), a provider of digital infrastructure for artificial intelligence (AI), high-performance computing (HPC), and digital assets, is pleased to announce that the Company’s Interim CEO, General Counsel and Corporate Secretary, Kaliste Saloom, and Chief Financial Officer, William Regan, will present at the Emerging Growth Conference on Thursday, December 11 ...

涉及的行业与公司 * 行业：半导体封测（OSAT）行业、后端设备供应商 [2][12][13][14] * 公司：通富微电（TongFu Microelectronics, 002156 SZ）[1][3][5][6][8][12][13] * 相关公司：关键客户超微半导体（AMD）[1]、后端设备供应商ASMPT（0522 HK）[2][14][15] 核心观点与论据 通富微电第三季度业绩表现 * 第三季度收入达到71亿元人民币，创历史新高，同比增长18%，环比增长2%，比市场预期高出3% [1] * 第三季度毛利率环比提升10个基点至16.2%，为三年多来最高水平，高于市场预期的15.0% [1] * 第三季度净利润为4.48亿元人民币，超出市场预期的3.63亿元人民币及花旗预期的4.3亿元人民币 [1] * 业绩超预期主要得益于关键客户AMD在数据中心（EPYC）、计算（Zen 5）和游戏领域的强劲需求，以及国内对先进封装需求的增长 [1] * 产能利用率可能已处于满负荷状态（80%-85%）[1] 行业趋势与驱动力 * 通富微电的强势表现由关键客户AMD以及国内对AI/高性能计算需求增长共同驱动 [2] * 国际客户正将面向中国销售产品的后端封测业务转移至中国OSAT厂商（“中国为中国”趋势）[2] * 中国OSAT厂商正接近满产，需关注可能预示行业上升周期下半场的产能扩张信号 [2] * 产能扩张可能利好ASMPT等后端设备供应商，但同时会增加OSAT厂商的折旧成本 [2] 财务预测与估值 * 公司目标股价设定为30.00元人民币，基于2025年预期市净率2.9倍，较其5年平均水平高0.5个标准差 [12] * 预计通富微电2025年净利润为10.97亿元人民币，每股收益为0.723元人民币，同比增长61.9% [5] * 预计强劲的收入和盈利势头将持续至2025年上半年及2026年上半年 [1] * 历史上公司股票前向市净率在1.0倍至5.0倍之间交易，平均为2.5倍 [12] 风险因素 * 下行风险包括：在关键客户处份额丢失或AI相关业务被排除 [13] * 地缘政治紧张局势可能减少对公司海外业务的需求 [13] * 行业产能扩张后利用率下降 [13] * 美国出口限制可能制约后端设备供应 [13] 其他重要内容 相关公司ASMPT分析 * 对ASMPT给出“买入”评级，目标价85港元，基于2026年预期市盈率22倍，略高于其5年平均水平 [14] * 看好其上升周期，因预期2026年热压焊接（TCB）订单增长（如晶圆级封装、高带宽内存）以及主流半导体设备和表面贴装技术业务企稳 [14] * AI驱动的先进封装收入贡献增长有望推动估值重估 [14] * ASMPT面临的风险包括半导体行业复苏延迟、TCB市场份额丢失、混合键合等替代技术导致需求减少、行业竞争加剧以及出口限制延伸至后端设备 [15]

Notably, net bookings exceeded 5.4 billion euros, with extreme ultraviolet (EUV) systems accounting for 3.6 billion euros, indicating that industry demand for ASML's most advanced technologies remains strong. Installed Base Management sales, a recurring source of high-margin service revenue, totaled 1.96 billion euros. Despite the minor sequential reduction in revenue, management stated that the results were fully in line with seasonal forecasts. ASML's durable moat is built on a continuous commitment to in ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Dow Stocks to Buy According to Wall Street Analysts. On October 20, NVIDIA Corporation (NASDAQ:NVDA) shared that it is working with Google Cloud to expand access to accelerated computing with an aim to revolutionize the full spectrum of enterprise workloads and accelerate Enterprise AI and Industrial Digitization. Google Cloud also announced the general availability of G4 virtual machines, which use RTX PRO 6000 Blackwell Server Edition GPUs by NVIDIA ...

Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty ImagesSOPA Images/LightRocket via Getty ImagesKLA (KLAC)’s stock soared by nearly 80%, driven by substantial revenue growth and increasing margins, as investors place significant bets on its momentum in AI and semiconductor capabilities. The reasons behind this surge show a unique combination of tech demand and market dominance—analyzing this demonstrates why the rally could just be starting.KLA Stock Change FactorsTrefisWhat’s occurring her ...

Bitcoin miners are using their computing power to service a thirsty AI boom, and investors are taking notice. Companies that once focused solely on mining digital tokens are signing long-term contracts using their land, energy, and data centers for AI workloads. Miners like IREN (IREN), Riot (RIOT), TeraWulf (WULF), and Cipher Miner (CIFR) are just a handful of players shifting their resources toward high-performance computing (HPC) infrastructure and artificial intelligence. Industry insiders point to ...