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14.07.26 - 03:06
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Iron Force revenue rises in June as auto stability and AI cooling drive growth (Digitimes)
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Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business stayed resilient and its push into AI server cooling broadened its outlook. For the first half of 2026, consolidated revenue reached NT$2.442 billion, down 3.06% from the same period in 2025....
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13.07.26 - 12:06
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Nuclear Fuel Leader Centrus ′At A Discount′ As Structural Uranium Enrichment Deficit Looms; Needham (ZeroHedge)
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Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.
Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader.
Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors Urenco and Orano, in addition to skepticism around timelines for new nuclear
build”.
He leaves the core financial estimates largely unchanged but adjusts the target to reflect a mark-to-market on the cost of capital for the first-of-a-kind (FOAK) Piketon project.
The bullish investment thesis is underscored by Centrus' strategic positioning....
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13.07.26 - 02:00
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Column: Steel industry shifts from capacity to performance (Digitimes)
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As infrastructure upgrades, rail decarbonization, and the reshaping of critical materials supply chains accelerate, the steel industry is moving away from mass production and into a new competitive stage that combines high-performance materials, smart manufacturing, and low-carbon development. What once centered on capacity, cost, and supply is now defined by material performance, process precision, carbon management, and international certifications....
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