Dafinchi AI

Celanese Corporation

CE

Industrial

3d

Auto Industry Tailwinds from EV and Hybrid Growth Persist

Scott Richardson confirmed that tailwinds from EV and hybrid vehicle growth are still present, especially in Europe.
Demand for EVs in China has slowed, but the future model launches in 2026 and beyond remain promising.
Celanese is maintaining a flexible portfolio to adapt to changing automotive powertrain demands.
The company sees long-term growth opportunities in EV-related applications, despite near-term demand fluctuations.

Advanced Energy Industries, Inc.

AEIS

Industrial

1w

Data Center Revenue Growth Driven by AI and Hyperscale Demand

Second quarter data center revenue increased nearly 50% sequentially and almost doubled year-over-year, driven by hyperscale design wins and increased demand.
Management expects demand to remain at or above Q2 levels for the rest of 2025, supporting over 80% revenue growth in data center segment.
New designs for next-generation AI applications are scheduled to ramp in 2026, with strong customer investment in capacity expansion.
The high power density and efficiency of products are ideal for AI applications, with multiple next-generation programs won for 2026.
The company is actively expanding manufacturing capacity in the Philippines and Mexico to support these opportunities.
Customer forecasts and design win momentum underpin the confidence in sustained growth in this market.

Mercury Systems, Inc.

MRCY

Industrial

3d

International Market Growth and Defense Budget Tailwinds

International operations are expanding, with increased activity from European defense primes and other global customers.
Defense budget increases and executive orders like Golden Dome are creating tailwinds for Mercury’s growth.
Management sees international markets as a significant growth area, especially in land, sea, and space segments.
Customer interest in increased production and accelerated delivery is evident across multiple regions.
The company is well-positioned to capitalize on global defense spending increases and technology adoption.

DuPont de Nemours, Inc.

DD

Industrial

1w

Strategic Separation of Qnity Electronics with Focus on Semiconductor and AI Markets

Progress on the spin-off of Qnity Electronics, on track for November 1, 2025.
Formation of a 10-member board with industry expertise, including new leadership hires like Jon Kemp.
Filing of amended Form 10 with additional financial details, ongoing SEC review.
Qnity positioned as a pure-play semiconductor solutions provider, targeting AI, high-performance computing, and advanced connectivity markets.
Qnity's portfolio includes end-to-end solutions across the electronics value chain, with a focus on growth markets driven by industry tailwinds.
Anticipation of Investor Day on September 18 to showcase strategy, portfolio, and growth drivers.

Virgin Galactic Holdings, Inc.

SPCE

Industrial

1w

Market and Regulatory Outlook for Suborbital Spaceflight Expansion

Virgin Galactic is assessing market opportunities for their launch vehicle in both commercial and government sectors, including defense and research applications.
The company is engaging with regulators and international partners, such as Italy, to support future spaceport and launch operations.
They see a growing demand for high-altitude testing and suborbital research, which could influence future vehicle design and market strategy.