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Equinix (EQIX) 2025 Earnings Call Presentation
2025-06-26 07:15
Equinix Analyst Day 2025 © 2025 Equinix, Inc. 1 Public Disclosure Statement Forward-looking statements This presentation contains references to certain non-GAAP financial measures. For definitions of terms including, but not limited to, "Cash Gross Profit," "Cash Gross Margins," "Cash SG&A," "Adjusted EBITDA," "Funds From Operations," "Adjusted Funds From Operations" and "Adjusted Net Operating Income," and a detailed reconciliation between the non-GAAP financial results presented in this presentation and t ...
具有里程碑意义的“AI侵权案”裁决出炉:证据不足 作家败诉 Meta暂脱AI版权漩涡
智通财经网· 2025-06-26 07:13
智通财经APP获悉,在美东时间周三,一名联邦法官作出对Facebook与Instagram母公司Meta Platforms(META.US)有利的正式裁决,驳回了一群原创作者的严重侵权主张。这些作者长期认为,Meta 未经许可使用他们的书籍来训练其人工智能系统,侵犯了他们的专属版权。然而,这位联邦法官认为没 有提供足够的证据表明Meta使用受版权保护的作品训练出的人工智能产品会稀释作者们作品的市场, 以表明根据美国版权法,该公司的行为是非法的。 据了解,除了Meta,OpenAI、xAI以及Anthropic等聚焦于AI应用软件的人工智能科技公司均表示在受版 权保护的作品基础上进行训练属于合理使用。 这位联邦法官在与作家的争议中裁定支持 Meta,该法官称"原告提出了不少错误的论点"。位于旧金山 的美国地方法官Vince Chhabria在裁决中表示,作者们未能提供足够证据证明Meta的AI训练系统或者AI 应用软件会稀释其作品的市场规模,因此不足以表明该公司的行为违反美国版权法。 Meta的一名发言人则表示,Meta 对这一裁决表示赞赏,并称合理使用版权是构建"变革性"AI技术的"关 键法律框架"。 据了 ...
Daktronics(DAKT) - 2025 Q4 - Earnings Call Presentation
2025-06-26 07:12
Fiscal Fourth Quarter 2025 Results Call June 25, 2025 NASDAQ: DAKT CONTROL SYSTEMS DYNAMIC MESSAGE SIGNS SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, included or incorporated in this presentation could be deemed forward-looking statements, particularly st ...
Wynn Resorts: Strong Buy On Macau And Vegas Growth
Seeking Alpha· 2025-06-26 07:12
Core Viewpoint - Wynn Resorts, Limited is initiated with a Strong Buy rating and a price target of $187, focusing on its luxury integrated resorts in Macau, Las Vegas, and Boston, which provide industry-leading gaming, hospitality, and entertainment [1] Company Overview - Wynn Resorts, Limited engages in the design, development, and operation of luxury integrated resorts [1] - The company operates in key markets including Macau, Las Vegas, and Boston [1] Research Methodology - Moretus Research employs a structured, repeatable framework to identify companies with durable business models and mispriced cash flow potential [1] - The research combines rigorous fundamental analysis with a judgment-driven process, focusing on comparability, simplicity, and relevance [1] - The coverage tends to favor underappreciated companies undergoing structural change or temporary dislocation, aiming for asymmetric returns [1] Investment Philosophy - Moretus Research emphasizes a deep respect for capital, discipline, and long-term compounding [1] - The goal is to raise the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Century Casinos (CNTY) Earnings Call Presentation
2025-06-26 07:06
April 5, 2024 - Cape Girardeau, MO PRESENTATION INVESTOR Peter Hoetzinger, Co CEO & President Lyle Randolph, Vice President of Operations & General Manager FORWARD - LOOKING STATEMENTS This presentation may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Private Securities Litigation Reform Act of 1995. Century Casinos, Inc. (together with its subsidi ...
电力设备行业深度报告:固态电池设备关键环节,前中段引领突破
Wanlian Securities· 2025-06-26 07:05
固态电池设备关键环节,前中段引领突破 [Table_ReportType] ——电力设备行业深度报告[Table_ReportDate] [行业核心观点: Table_Summary] 与传统液态锂电池相比,固态电池具备高安全性,高能量密度的关键 优势,是锂电池产业升级的重要方向。当前,在国家政策支持、企业 布局加速的推动下,固态电池正在进入快速发展阶段,产业化转折点 即将到来,未来市场空间广阔。固态电池设备是锂电池产业链上游环 节,在量产进程中有望率先受益。 投资要点: 常规锂电设备:前段中段设备价值占比高,涂布、卷绕机为核心设备。 从工序流程来看,锂电生产工艺主要分为三个环节,分别为前段制片环 节、中段装配环节以及后段测试环节。从细分环节市场规模结构分布来 看,我国锂电设备前段、中段、后段设备市场占比分别为 44.05%、 35.71%、20.24%,前段设备市场占比最高,其次为中段设备。细分来看, 前段设备中,涂布机价值最大,占前段设备的 75%左右;中段关键设备 为卷绕机,其价值占比达到 70%。 3282 ⚫ 固态电池设备:与常规锂电设备区别集中在前段和中段。 ⚫ (1)前段设备:干法电极有望应用, ...
德国DAX30指数开盘上涨0.47%。英国富时100指数开盘下跌0.13%。法国CAC40指数开盘上涨0.38%。欧洲斯托克50指数开盘上涨0.32%。
news flash· 2025-06-26 07:05
法国CAC40指数开盘上涨0.38%。 欧洲斯托克50指数开盘上涨0.32%。 德国DAX30指数开盘上涨0.47%。 英国富时100指数开盘下跌0.13%。 ...
欧洲股市开盘集体上涨
news flash· 2025-06-26 07:05
欧洲股市开盘集体上涨,德国DAX30指数上涨0.47%,法国CAC40指数上涨0.38%,英国富时100指数下 跌0.13%,欧洲斯托克50指数上涨0.32%,西班牙IBEX35指数上涨0.21%,意大利富时MIB指数上涨 0.39%。 ...
上证指数收报3448.45点,跌0.22%。深证成指收报10343.48点,跌0.48%。创业板指收报2114.43点,跌0.66%。沪深300收报3946.02点,跌0.35%。科创50收报989.97点,跌0.57%。中证500收报5838.25点,跌0.41%。中证1000收报6247.79点,跌0.45%。
news flash· 2025-06-26 07:05
Market Performance - The Shanghai Composite Index closed at 3448.45 points, down 0.22% [1] - The Shenzhen Component Index closed at 10343.48 points, down 0.48% [1] - The ChiNext Index closed at 2114.43 points, down 0.66% [1] - The CSI 300 Index closed at 3946.02 points, down 0.35% [1] - The STAR 50 Index closed at 989.97 points, down 0.57% [1] - The CSI 500 Index closed at 5838.25 points, down 0.41% [1] - The CSI 1000 Index closed at 6247.79 points, down 0.45% [1]
期货收评:商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%
news flash· 2025-06-26 07:05
涨跌都能赚钱,马上0元开户抓住大行情机会>>> 市场情绪较好,商品大面积上涨,焦煤、多晶硅大涨超3%,工业硅、沪镍、20号胶、橡胶涨幅超2%。 农产品表现弱势,菜粕、豆粕大跌超2%。 | 名称 | 现价 | 涨幅(结)1 | | --- | --- | --- | | 焦煤2509 | 819.5 | +3.60% | | 多昌硅2508 | 31715 | +3.46% | | 工业硅2509 | 7720 | +2.66% | | 20号胶2508 | 12145 | +2.58% | | 治緯2507 | 120700 | +2.34% | | 橡胶2509 | 14040 | +2.11% | | 沪锡2507 | 267270 | +1.95% | | 焦炭2509 | 1395.5 | +1.86% | | 纯碱2509 | 1180 | +1.72% | | 際碱2509 | 2311 | +1.72% | | 沪银2508 | 8796 | +1.70% | | 氧化铝2509 | 2948 | +1.45% | | 原木2507 | 818.0 | +1.43% | | LPG2508 | ...