YieldMax Ultra Option Income Strat ETF(ULTY.US)

HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first time

Historic reversal! SK Hynix's annual profit of 47.2 trillion won surpasses Samsung for the first time, becoming the biggest winner in AI chips with a 57% share of HBM memory and orders from NVIDIA. Samsung bets on HBM4 to counterattack, and the technological competition between the two giants will reshape the global AI supply chain, determining the future landscape of the South Korean semiconductor industry

Quanta Services Secures NiSource Contract for 3 Gigawatt Power Infrastructure Project

Quanta Services Inc. has been awarded a contract by NiSource, Inc. to deliver power generation and grid infrastructure solutions for a project aimed at producing approximately 3 gigawatts of power. The project encompasses design, procurement, and construction of various infrastructure resources, including power generation and battery energy storage. Quanta will recognize the project's backlog contribution over multiple quarters.

LIVE MARKETS-AI's endless appetite makes industrials the main dish

US equity indexes are up, led by tech, with Nasdaq gaining ~1.5%. Analysts at BCA Research highlight industrial and materials stocks as key beneficiaries of the AI boom, identifying companies like Caterpillar and Quanta Services in their curated basket. The expansion of AI-driven computing is igniting a new industrial cycle, with data center infrastructure seen as a strategic investment theme. BCA's top picks also include companies involved in thermal management and power generation, aiming to capitalize on the growing demand for efficient AI workloads.

Quanta Services Reports Q3 Revenue of $7.6 Billion and Net Income of $339 Million

Quanta Services Inc. reported Q3 2025 revenues of $7.6 billion and net income of $339 million. GAAP diluted EPS was $2.24, with adjusted diluted EPS at $3.33. The company achieved $1.1 billion in cash flow from operations and $726.3 million in free cash flow. Quanta's backlog totals $39.2 billion, and it completed five acquisitions in 2025. The company has raised its 2025 revenue expectations due to growth in its electric segment.

Quanta Services | 8-K: FY2025 Q3 Revenue Beats Estimate at USD 7.631 B