RADNOR, Pa., Oct. 22, 2025 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against Fortinet, Inc. (“Fortinet”) (NASDAQ: FTNT) on behalf of those who purchased or otherwise acquired Fortinet common stock between November 8, 2024, and August 6, 2025, inclusive (the “Class Period”). The lead plaintiff deadline is November 21, 2025. CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP: If you suffered Fortinet lo ...

Netflix is expanding its use of generative artificial intelligence (AI) across its streaming platform, advertising operations and content creation, according to CNBC.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. ...

Core Insights - IREN Limited (IREN) shares are considered overvalued with a Value Score of F, trading at a forward price/book ratio of 8.26X compared to industry and sector averages of 3.53X and 4.25X respectively [1][7] - The company has experienced significant revenue growth, with a 29.4% sequential increase to $187.3 million in Q4 of fiscal 2025, driven by bitcoin mining and AI Cloud services [3][7] - IREN's stock has surged 462.1% year-to-date, outperforming both the sector's return of 13.2% and the Zacks Financial Miscellaneous Services industry's appreciation of 2.6% [5] Financial Performance - Bitcoin revenues reached $180.3 million in Q4 of fiscal 2025, up 27.7% sequentially, with the company mining 1,825 bitcoins at an average revenue of $98.8 per bitcoin [3] - AI Cloud services revenues accelerated to $7 million in Q4 of fiscal 2025, up from $3.6 million in the previous quarter, indicating rapid expansion in this segment [4] - IREN is on track to achieve $1.25 billion in annualized revenues by December 2025, with approximately $1 billion from bitcoin mining and $200-$250 million from AI Cloud [14] Growth Prospects - The company has installed a hashrate of 50 EH/s, generating an estimated $830 million in annualized hardware profit [13] - IREN plans to scale its GPU operations from 1.9k to 10.9k GPUs, including next-generation systems from NVIDIA [14][16] - The company expects to achieve $500 million in AI Cloud annualized run-rate revenue by Q1 of fiscal 2026 [16] Liquidity and Financing - As of June 30, 2025, IREN had $564.5 million in cash and cash equivalents, positioning it well for expansion [17] - The company has secured financing for GPU purchases, funding 100% of the $200 million price at favorable rates [17][18] Earnings Estimates - The Zacks Consensus Estimate for Q1 of fiscal 2026 earnings is 17 cents per share, down by a penny over the past 30 days, with revenues expected at $236.7 million [19] - For fiscal 2026, the earnings estimate is 70 cents per share, reflecting a 35.2% decrease over the past month, while revenues are projected to increase by 122.3% from fiscal 2024 [20]

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PresentationI would now like to hand the conference over to your speaker today, Olivier Gernandt, Investor Relations Director. Please go ahead.Good day, and thank you for standing by. Welcome to VusionGroup Q3 2025 Sales Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded.Olivier GernandtInvestor Relations Officer Thank you very much. Good afternoon, ladies and gentlemen, and welcome to our third quarter 2025 sales presentation. With me today are Thierry Gad ...

Core Viewpoint - Texas Instruments shares fell approximately 7% following a weaker than expected fourth quarter outlook, indicating a slower recovery in the semiconductor industry compared to previous cycles [1][2]. Company Summary - Texas Instruments noted that while the semiconductor industry is recovering, the pace is slower than prior upturns, leading to a cautious outlook [2]. - The company guided for a seasonal quarter with a projected sequential decline of 6% in the December quarter, reflecting ongoing challenges in inventory management and demand [6][13]. - Texas Instruments has a history of conservative guidance, having beaten its forecasts by 2% to 4% in the last four quarters, suggesting potential upside in their current guidance [13]. Industry Summary - The semiconductor supply chain has been cautious, with companies preferring to pay expedite fees rather than rebuild inventory safety stocks due to past experiences with inventory build-up during COVID [4]. - There is a concern in the supply chain about low inventories, with expectations that supply may become tight in the first half of the year, potentially leading to allocation issues [7][8]. - Demand remains strong in specific sectors such as data centers, AI, and electric vehicles, while industrial and automotive sectors show ongoing softness [8][10]. - Sequential growth was observed in industrial (up 4%), automotive (up 10%), and communications equipment (up 10%) [9][10].

Lowe’s Companies, Inc. (NYSE:LOW) is positioning for growth in a flat home improvement market, leveraging recent acquisitions and an expanding Pro platform to capture underspent demand, while navigating weather- and rate-driven headwinds.For a deeper analysis of the strategy, JP Morgan analyst Christopher Horvers hosted Marvin Ellison, the company’s chairman, president, and CEO, and key members of his Investor Relations team.The analyst writes that the primary focus of the discussion was the balance between ...

The drop in Wall Street is led by Netflix’s stock came into the day with a jump of 39.3% for the year so far, more than double the S&P 500’s gain, before dropping 9.7% on Wednesday, AP reported. AT&T fell 1.4% after delivering a profit that only matched analysts’ expectations, while Texas Instruments sank 5% after its profit fell just short of forecasts.Top Gainers on Wall StreetOn the winning side of Wall Street was Intuitive Surgical, which saw a jump of 13.9% after reporting better profit for the latest ...

Key Takeaways Netflix expects 2025 revenues of $45.1B, suggesting 16% y/y growth on robust demand.Ad revenues are likely to double in 2025, powered by Netflix Ads Suite and Yahoo DSP integration.Content hits like Stranger Things and live sports aim to sustain engagement into 2026.Netflix's (NFLX) latest results underscore how pricing power and advertising momentum are fueling its next phase of growth. Following a strong third quarter, with 17% year-over-year revenue growth, the company forecast fourth-quart ...