➀ Apple has officially announced that Remedy's game CONTROL will be released for iPhone, iPad, and Apple Vision Pro; ➁ The game is expected to arrive in early 2026; ➂ The port will likely function similarly to the iPhone/iPad versions, but with a larger digital screen on the Apple Vision Pro.
1. Brookfield Asset Management (BAM) is a leading alternative asset manager with $1T+ in assets, growing earnings and dividends through a debt-free, capital-light model; 2. New revenue streams like carried interests and insurance operations drive predictable, scalable growth; 3. The stock offers a 3.2% yield, distributes nearly all earnings as dividends, and is positioned for 15% annual dividend growth, making it ideal for dividend growth investors.
➀ VyomaTrack by Ionicks leverages RFID and IoT technologies to enable real-time asset and inventory tracking across industries like healthcare, retail, and logistics;
➁ The platform offers bulk scanning, ERP integration, and maintenance scheduling to reduce manual errors, optimize workflows, and ensure supply chain transparency;
➂ By enhancing operational efficiency and providing actionable insights, VyomaTrack helps businesses minimize costs, mitigate risks, and improve decision-making for scalable growth.
➀ The exhibition 'Zukunft.Handwerk.NRW' showcases AI applications in crafts, such as smart bakery counters and voice-based quote generation, aiming to improve efficiency and customer service;
➁ The KIDiHa project, led by Fachhochschule des Mittelstands and Fraunhofer-Institut, develops customized AI solutions for small businesses, emphasizing support for craftspeople rather than automation;
➂ Despite only 33% of NRW craft businesses using AI, the initiative addresses challenges like energy costs and labor shortages while making AI accessible through exhibitions and workshops.
1. Agnico Eagle Mines maintains a Buy rating due to record free cash flow, minimal debt, and strong financials amid rising gold prices; 2. Significant free cash flow growth enables rapid debt reduction and potential for increased dividends, buybacks, or strategic investments; 3. Robust growth pipeline, low all-in sustaining costs (AISC), and focus on stable jurisdictions support industry leadership and expansion, with valuation indicating substantial upside even if gold prices stabilize.
NVIDIA's DGX Spark has been awarded TIME's Best Innovation of 2025 for bringing down the barrier of entry to high-performance AI compute power.
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➀ The Dutch government assumed management control of Nexperia, a Chinese-owned semiconductor company, citing "serious governance shortcomings" and national security concerns;
➀ Authorities invoked the Goods Availability Act to intervene, enabling them to block or reverse company decisions for up to a year;
➂ The move followed asset disposals and personnel changes threatening critical technological capabilities, echoing prior UK actions demanding Nexperia divest a wafer fab in 2022.
1. Backblaze maintains a 'Buy' rating due to strong demand for its data storage solutions, driven by data center growth and AI-related opportunities; 2. The B2 Cloud Storage segment grew 29% YoY in Q2, with Q4 growth projected to exceed 30%, supported by AI customer expansion; 3. Despite recent stock gains, valuation remains attractive at 3.3x EV/FY25 revenue and 14.5x EV/FY26 EBITDA, alongside improving margins and enterprise client traction.
1. Prospect Capital's NAV per share fell 25% YoY to $6.56, with common shares trading at a 59% discount; 2. The 20% dividend yield is currently covered, but future NII may weaken due to potential Fed rate cuts and slower loan originations; 3. The company aims to optimize operations to stabilize investor sentiment amid ongoing NAV challenges.
Final Sentence is the latest battle royale title that pits 100 players against each other with typewriters, accuracy, and involuntary Russian roulette.
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➀ Global telecom equipment revenues rebounded with 4% YoY growth in H1 2025 after two years of decline, driven by improved comparisons, inventory stabilization, and favorable currency trends;
➁ Markets outside China saw an 8% increase, led by Mobile Core Network, Optical Transport, and Service Provider Router & Switch segments;
➂ Huawei gained market share, while Ericsson and Nokia slightly declined; 2025 global revenues are projected to grow 2%-3%, up from previous flat forecasts.
1. Mirion Technologies is recommended as a buy due to strong nuclear power demand and a recurring revenue model; 2. The Paragon acquisition expands its exposure to small modular reactors (SMRs) and enhances its nuclear technology portfolio; 3. The company aims for 30% EBITDA margins by 2028 through operational improvements and restructuring, with valuation indicating ~20% upside potential.
➀ Melexis launched the MLX90514, a dual-input inductive sensor IC designed for automotive systems like steering torque feedback and steer-by-wire, enabling on-chip differential/vernier angle calculations;
➁ The integrated solution reduces system complexity by merging dual-channel processing, supports high-accuracy 24-bit data transmission, and eliminates the need for multiple ICs, lowering costs;
➂ Features include ASIL D compliance for safety, zero-latency synchronization, and compact design, making it ideal for electrified vehicles and advanced mobility applications.
➀ Mouser Electronics announced the availability of Arduino's ASX00073 UNO SPE Shield, providing Single Pair Ethernet (SPE) and RS485 connectivity for Arduino UNO-compatible projects, with support for SPI, UART, and I2C interfaces;
➁ The shield enables integration of legacy industrial systems with modern technologies, targeting applications like IoT gateways, factory automation, smart grid monitoring, and HVAC systems;
➂ Mouser also offers Arduino UNO REV 4 boards (Wi-Fi and Minima variants), powered by Renesas' Cortex-M4 processor, maintaining backward compatibility with the UNO R3 form factor.
➀ Imec challenges the perception that deep-tech investments yield only moderate returns, citing McKinsey and BCG data showing a 16% net annual IRR for deep-tech versus 10% for traditional tech with comparable failure rates;
➁ Despite high initial capital needs, deep-tech startups require less funding in later stages, face limited competition, and achieve higher profit margins due to disruptive market creation;
➂ Imec.DeepTechVentures reduces risks through semiconductor R&D expertise, global ecosystem integration, and manufacturing process optimization, accelerating commercialization of innovations like vertical AI compute architectures.
➀ ETH Zurich researchers identified a hardware-level vulnerability named **RMPocalypse** in AMD's SEV-SNP technology, which secures confidential cloud computing environments;
➁ The flaw allowed 100% success rate in bypassing protections, exposing sensitive data (e.g., AI-processed messages) via memory management weaknesses in AMD processors;
➂ AMD patched the issue post-disclosure, reinforcing the critical role of secure computing for data sovereignty and cloud trust.
1. China's equity market gains momentum through liquidity measures, AI investments, and gradual consumer recovery under pragmatic policies; 2. Taiwan and South Korea benefit from global AI-driven semiconductor and memory chip demand, boosting equity performance; 3. Brazil, India, and GCC markets advance due to easing rates, reform progress, and diversification strategies, while Argentina faces challenges from political risks.
Skrilla the artist behind the viral song 'Doot Doot 6 7' has confirmed his song will be in Rockstar's Grand Theft Auto 6 when it releases.
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➀ TP-Link confirmed successful trials of Wi-Fi 8 hardware, likely developed with partners like Qualcomm, marking a key milestone in next-gen wireless technology.
➁ Wi-Fi 8 focuses on improving real-world reliability and latency rather than peak speeds, retaining a 46 Gbps max data rate while introducing Ultra High Reliability (UHR) and four new optimization technologies.
➂ Wi-Fi 7 prices are dropping as the industry prepares for Wi-Fi 8's launch, with current routers now available under $100 for dual-band models.
1. Tencent's stock surged 50.4% in 2025, reflecting renewed investor confidence despite potential tariff-related disruptions; 2. The company is viewed as undervalued with strong growth potential, driven by innovative management and a history of consistent expansion; 3. Share buybacks and AI development are highlighted as key catalysts for future growth, positioning Tencent as a compelling value investment.