Group 1 - The Trade Desk Inc. will replace ANSYS Inc. in the S&P 500 effective July 18, 2025 [1] - Synopsys Inc. is set to acquire ANSYS, with the deal expected to be completed on July 17, 2025 [1] - The Trade Desk will be added to the Communication Services sector, while ANSYS is currently in the Information Technology sector [1]

Trade Desk（TTD）美股盘后短线拉升，整体涨幅10.05%。 AppLovin和"网红券商"Robinhood盘后至少下跌1%。 标普道琼斯指数公司宣布，加州实时程序化营销自动化技术供应商Trade Desk将被纳入标普500指数， 现有成分股Ansys（ANSS，原名Swanson分析系统公司）将被移出。 ...

Trade Desk将取代Ansys成为标普500指数成分股。 ...

Chip design software provider Synopsys said it received conditional approval from Chinese regulators for its $35 billion purchase of Ansys, clearing the final regulatory hurdle for the deal. https://t.co/CUTSCAjurp ...

Core Viewpoint - Synopsys, Inc. has received all necessary approvals to proceed with the acquisition of ANSYS, Inc., with the transaction expected to close around July 17, 2025 [1][2]. Group 1: Acquisition Details - The acquisition involves a stock and cash transaction, announced on January 16, 2024, aimed at combining Synopsys' silicon design and IP solutions with ANSYS' simulation and analysis portfolio [2]. - This merger is anticipated to create a leader in engineering solutions, enhancing the ability for customers to innovate AI-powered products rapidly [2]. Group 2: Company Profiles - Synopsys, Inc. specializes in silicon to systems design solutions, including electronic design automation and system verification, partnering with semiconductor and systems customers to enhance R&D capabilities [3]. - ANSYS, Inc. has over 50 years of experience in simulation software, enabling innovators across various industries to utilize predictive simulation for advancements in technology, including sustainable transportation and advanced semiconductors [4].

Core Viewpoint - The acquisition of Ansys by Synopsys, valued at $35 billion, has been approved by China's regulatory authority with additional restrictive conditions to mitigate market concentration risks in specific software sectors [1][2]. Group 1: Regulatory Approval and Conditions - China's State Administration for Market Regulation approved the acquisition but identified significant market concentration risks in optical software, photonic software, and RTL power analysis tools, with a combined market share of 65%-70% in China's optical software market [1]. - The HHI index for the combined entity is projected to rise from 2527.65 to 4802.49, exceeding international antitrust thresholds, prompting China to require divestitures of certain business units [1]. - Synopsys must divest its Optical Solutions Group to Keysight Technologies, while Ansys is required to divest its PowerArtist power analysis business [1]. Group 2: Market Impact and Strategic Goals - The merger aims to create a comprehensive "chip-to-system" solution, addressing the collaborative design needs for advanced processes like 3DIC and photonic chips, with an expected total addressable market (TAM) increase of 1.5 times to $28 billion [2]. - Cost synergies of $400 million are anticipated by the third year post-merger, with long-term benefits potentially exceeding $1 billion [2]. - The merger is seen as a strategic move to enhance technological advantages in AI chips and autonomous driving, while also allowing local Chinese companies to carve out space in the market amid international consolidation [2]. Group 3: Competitive Landscape - In response to the merger of international giants, Chinese EDA companies are accelerating their development, with Jiutongfang launching six RF EDA tools and plans for a complete toolchain replacement by 2025 [2]. - Chip and semiconductor companies are focusing on 3DIC packaging simulation to compete with Ansys's Totem product line [2]. - Continued investment from initiatives like the "Big Fund" Phase II is aimed at promoting local solutions among companies like Huawei and SMIC [2].

Core Insights - The article provides a snapshot of the market capitalization changes of major global technology and internet companies as of July 14, 2025, highlighting both increases and decreases in value across various firms [1]. Market Capitalization Changes - Tesla's market cap increased by 1.17%, reaching $100.98 billion [3]. - Alibaba saw a slight increase of 0.08%, with a market cap of $255.2 billion [3]. - AMD experienced a rise of 1.57%, bringing its market cap to $23.74 billion [3]. - Companies like Oracle and SAP reported declines of 1.89% and 1.75%, respectively, with market caps of $64.76 billion and $35.31 billion [3]. - Notable declines included Adobe, which fell by 2.18%, with a market cap of $15.41 billion [4]. Noteworthy Performers - PayPal showed a significant increase of 5.73%, with a market cap of $6.3 billion [6]. - SMIC reported a rise of 2.07%, reaching a market cap of $607 million [6]. - Circle Internet PNG Group had a notable increase of 7.67%, with a market cap of $463 million [7]. Overall Trends - The overall trend indicates mixed performance among technology companies, with some experiencing growth while others face declines in market capitalization [1][3].

Told you Josh Brown has a new name to add to his best stocks in the market. It is ticker symbol ANSS. Yes, it hit a 52- week high today.Talk to me. Yeah, so this is a name that I don't think I've ever heard mentioned on the show. Uh, ANIs.A lot of people know Autodesk. We're talking about computer assisted design, but ANIs specifically is like the world leader in um simulation. So in order to develop any product, you have to take a lot of risk out before you put, you know, millions, hundreds of millions, bi ...

Core Insights - iPronics collaborates with Ansys to enhance the development of high-performance optical technologies for AI and cloud data centers [1][6] - The partnership integrates Ansys' multiphysics simulation tools with iPronics' photonic component designs, focusing on energy-efficient and low-latency data center interconnects [2][4] Company Overview - iPronics is a pioneer in software-defined photonics, known for its first optical circuit switch that offers low latency, cost, and power efficiency [5] - The company aims to accelerate optical transformation in AI cluster communications and future-proof data center infrastructure [5] Industry Context - The collaboration addresses the increasing demands for reliability and performance in modern data centers, particularly as AI workloads grow in complexity [3][4] - Traditional electronic interconnects face limitations in latency, power, and scalability, making iPronics' silicon photonics approach a viable solution [4]

Core Viewpoint - The acquisition of ANSYS by Synopsys, valued at approximately $35 billion, highlights the significance of simulation technology in the semiconductor industry and aims to enhance Synopsys's capabilities across the entire product development lifecycle [2][4]. Group 1: Regulatory Approval Status - Synopsys and ANSYS have received merger clearance in all jurisdictions except China, where they are in the advanced stages of obtaining final regulatory approval [1]. Group 2: Strategic Importance of the Acquisition - The acquisition underscores the importance of simulation tools in electronic and semiconductor design and development, allowing Synopsys to provide comprehensive solutions that span from semiconductor design to manufacturing [2][4]. - ANSYS's solutions extend beyond finite element analysis and computational fluid dynamics, impacting various advanced technologies, including IoT and AI, and enhancing safety in critical applications like autonomous driving [3][4]. Group 3: Benefits to Customers - By acquiring ANSYS, Synopsys gains advanced integrated simulation tools that address multiple challenges faced by customers in semiconductor design and manufacturing [4].