Innovation starts with new conversations. Colleagues from Urenco Isotopes attended the Advanced Materials Show in Birmingham, which brings together key stakeholders from across the industrial sector and research. As demand for specialist materials continues to evolve, #StableIsotopes# are enabling #innovation# among a growing range of applications from #semiconductor# manufacturing to #QuantumTech#. Urenco Isotopes is exploring new opportunities for collaboration and demonstrating how its expertise can provide value to such a diverse range of industries and emerging markets. #AdvancedMaterials# #nuclear# #energy#

South Korea landed $2B in new U.S. investment across semiconductors, advanced materials and clean energy. Air Products ($APD), Axcelis ($ACLS), Corning ($GLW) and Pacifico Energy are behind the projects.

Freedom Broker Upgrades $ESI to Buy, Raises PT to $48 from $42 Analyst comments: "We consider the mutual decision to terminate the previously announced acquisition of ESI by Solstice Advanced Materials to be an elegant and effective solution that should quickly reverse ESI’s ~16% share price erosion since the deal was first announced. We believe the opportunity for investors in both companies to choose among pure-play exposures will quickly restore the luster lost as a result of the agreement to be acquired. We would buy ESI aggressively on this news. We restore our pre-agreement price target of $48." Analyst: David Silver

🚀 BiFinance IPO Listing Projects A new batch of HKEX IPO projects is now available on BiFinance, covering semiconductors, AI-driven technologies, smart mobility, electronics, and advanced materials. Explore more opportunities in global capital markets with BiFinance. #BiFinance# #IPO# #HKEX# #GlobalMarkets# #FinTech#

Scientific discovery has long been one of America's greatest strengths. That's why we're deepening our partnership with the U.S. Department of Energy's #GenesisMission# through new investments in AI infrastructure, scientific computing, engineering expertise, and a collaboration hub designed to help researchers across America's national laboratories, universities, and industry work together more effectively. Our goal is to accelerate AI-driven scientific discovery. From energy and medicine to advanced materials, faster scientific breakthroughs can strengthen America's competitiveness and create lasting value for generations to come. @ENERGY @Microsoft

Some of the smallest changes in materials are also the hardest to see. Professor Gao Peng’s team at PKU School of Physics, together with collaborators from the National Center for Nanoscience and Technology, Shanghai Jiao Tong University, and Suzhou Laboratory, has developed a new method to detect tiny hidden deformations in layered materials. Using confined light known as hyperbolic polaritons, the team achieved non-destructive picometre-scale sensing of buried structural changes in hexagonal boron nitride. The method detects deformations as small as about 10 picometres (10⁻¹¹ m), opening a new way to probe hidden stress and atomic-scale structural changes in advanced materials. Read more: #PKUResearch#

Premarket movers: Mag 7 names are mostly higher: Tesla +0.4%, Alphabet +0.3%, Amazon +0.4%, Meta +0.2%, Apple +0.2%, Microsoft -0.3%, Nvidia -0.3% Affirm Holdings (AFRM) climbs 13% after the financial technology company forecast revenue for the first quarter that beat the average analyst estimate. Also, the company and Shopify expanded their global partnership to launch Shop Pay Installments in Australia. Autodesk (ADSK) falls 4% as the application software company forecast adjusted earnings per share for the third quarter that missed the average analyst estimate. Citi notes that the company’s sales growth looks to be moderating in the second half of the year. Elastic (ESTC) rises 18% after the company boosted its adjusted earnings per share guidance for the full year and posted guidance that beat the average analyst estimate. Gap (GAP) gains 14% after the apparel retailer named Michael Francis as head of Old Navy and profit outpaced estimates, offsetting a sales decline at the value chain and lower sales guidance. Marvell Technology (MRVL) reported second-quarter results that modestly beat expectations and gave an outlook that is above the analyst consensus. However, shares of the chipmaker are down 7%; the stock had soared more than 180% this year, as of its Thursday close. PayPal (PYPL) falls 17% as people familiar with the matter say that a consortium of buyout firm Advent and payment processor Stripe has decided to abandon its pursuit of the fintech pioneer. SentinelOne (S) falls 3% as the cybersecurity platform’s forecast for fiscal-year adjusted EPS trails the average estimate. Solstice Advanced Materials (SOLS) rises 15% after the company and Element Solutions mutually agreed to terminate their merger pact. Ulta Beauty (ULTA) falls about 1% as higher discounts and promotions weighed on the cosmetics retailer’s margins. Analysts said gross margins were underwhelming but noted guidance could be conservative.