Dafinchi AI

Industrial

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.

XMTR

Industrial

Marketplace gross margin reached a record 35.4% in Q2, up 190 basis points year-over-year, driven by AI-powered pricing and selection algorithms.
Overall company gross margin hit a record 40.1%, reflecting continuous improvements in AI technology and data utilization.
The company has increased its AI deployment, including new features like automated extraction from technical drawings and natural language search on Thomasnet.
These technological enhancements are central to driving operating leverage and expanding gross margins, with ongoing product rollouts planned for the second half of 2025.

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