Thrilled to share the fine-edited version of our exclusive @elonmusk interview from @theXtakeover 2025!Packed with bold insights on Tesla, SpaceX, AI, & more.Edited & Filmed by @CorporateStrea1 https://t.co/L72VEUouEA ...

For the quarter ended June 2025, Kinross Gold (KGC) reported revenue of $1.73 billion, up 41.7% over the same period last year. EPS came in at $0.44, compared to $0.14 in the year-ago quarter.The reported revenue represents a surprise of +28.3% over the Zacks Consensus Estimate of $1.35 billion. With the consensus EPS estimate being $0.33, the EPS surprise was +33.33%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

Shares of Ambiq Micro, a chipmaker backed by larger companies like Arm Holdings, nearly doubled in value in the stock's first day of trading on Wednesday. https://t.co/hFAF5dWTp6 ...

⚡️TODAY: Solana co-founder Anatoly Yakovenko says, “We need cryptography because the only thing AI can’t generate are cryptographic signatures.”What’s your take? 👇 https://t.co/CgNtChKleS ...

Can A Chatbot Be Your Therapist? Casper’s Neil Parikh Launches A New $93 Million-Backed Startup To Try https://t.co/tYBvSVxYaS https://t.co/tYBvSVxYaS ...

The Ether Machine announced that its subsidiary, The Ether Reserve LLC, has purchased nearly 15,000 ETH at $3,809.97 per token (approx. $56.9M) as part of its long-term treasury strategy, bringing its total ETH purchased and committed to 334,757 ETH. The company still has up to $407M available for additional ETH purchases.https://t.co/hYoNS6POZe ...

🎯 $100M TVL on @katanaCheers to productive TVL = CoL powering trades + earning sequencer + app fees, + cycling value back into deeper liquidity.Many more to come ⚔️🍣 https://t.co/2va9DLmxoA ...

鑫新闻 研究所日报 2025 年 7 月 31 日 星期四 3.存储器大厂先后释出DDR4 DRAM停产计划，无法立即升级的客户已陆续转向DDR4新供应商的验证。点评：三星、SK 海力士、美光拟退出利基型DRAM市场，利基型DRAM供需反转价格向上，2025及2026年利基型DRAM价格有望保持在中高 位水平。需求端，智能手机、PC、IOT及工控板块弱复苏态势延续，叠加国产化替代仍为大势所趋，预计推动各类存 储原厂端供应价格逐步上行，国内存储原厂受益。 4.国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村地区领取快件违规收费等突出问 题整治，促进行业高质量发展进行座谈交流。点评：重视当前"反内卷"大背景，国家邮政局已旗帜鲜明反对"内卷 式"竞争。7-8月是快递行业传统淡季，或可看到在监管号召下，局部价格较低城市、加盟商亏损严重区域响应提价， 后续在全国范围或者旺季或有更大范围提价。中长期来看，若后续有持续的监管政策推出，行业或保持良性竞争，从 价格战向价值战转变，长期改善快递公司业绩。 请务必阅读正文之后的免责条款部分 研究专业创新 如意投资随心 1 1.中共中央政治局7月30日召开会 ...

Core Insights - Microsoft has expanded its data center footprint to over 400 sites in 70 regions and introduced a sovereign cloud offering, expecting to spend $30 billion in capital expenditures in Q1 to meet AI infrastructure demand [1][8][14] - Azure revenue reached a record $75 billion for the year, with a 34% increase in annual revenue, driven by demand for cloud and AI services [2][4][5] Financial Performance - Microsoft reported higher-than-expected revenue and earnings growth in its fiscal fourth quarter, with net income of $27.2 billion, or $3.65 per share, a 24% increase year-over-year [9][10] - Total revenue for the fiscal year was $281.7 billion, up 15%, with net income of $101.8 billion and earnings per share of $13.64, a 16% increase [14] Business Unit Growth - Nearly all business units experienced double-digit percentage growth, with productivity and business processes revenue rising 16% to $33.1 billion [4][12] - Microsoft 365 Commercial cloud revenue increased by 18%, and the company added a record number of new Copilot customers during the quarter [12] Cloud and AI Services - Microsoft's cloud revenues, including Azure and other services, totaled $168 billion for the year, up 23% year-over-year [5] - Azure AI remains a key priority, with 57% of CIOs expecting to use Azure OpenAI Services and 31% planning to use GitHub Copilot in the next 12 months [7] Market Position and Future Outlook - Morgan Stanley analysts predict continued robust growth for Azure, with 52% of CIOs indicating their application workloads are in Azure [6] - Microsoft expects continued double-digit growth in revenue and operating income in fiscal 2026, supported by strong demand for cloud and AI [14]

Core Insights - Akeso, Inc. has initiated a pivotal Phase III clinical study for ivonescimab, a PD-1/VEGF bispecific antibody, in combination with docetaxel for treating locally advanced or metastatic non-small cell lung cancer (NSCLC) that has progressed after PD-1/L1 inhibitors and platinum-based chemotherapy [1][4] - Ivonescimab is currently the only bispecific immunotherapy antibody in Phase III trials for IO-resistant lung cancer, highlighting its unique position in the market [2] - The study aims to address the significant unmet need in treating IO-resistant NSCLC, as current options are limited and docetaxel's efficacy as a monotherapy is restricted [4][6] Industry Context - Immunotherapy has made substantial advancements in NSCLC treatment, with PD-1/L1 inhibitors becoming standard first-line therapies; however, 60%-70% of patients still experience disease progression within the first year [3] - There are no approved standard treatment options for IO-resistant NSCLC, making the development of ivonescimab particularly relevant [4] - Mechanistic studies indicate that combining PD-1 and anti-VEGF therapies may yield synergistic effects, enhancing anti-tumor immune responses and potentially improving treatment outcomes for IO-resistant tumors [5][6] Company Overview - Akeso is a leading biopharmaceutical company focused on developing innovative biological medicines, with a robust pipeline of over 50 assets across various disease areas, including cancer [11] - The company employs a unique integrated R&D innovation system and has developed a comprehensive drug development platform, positioning itself competitively in the global biopharmaceutical market [11] - Akeso's commitment to creating first-in-class and best-in-class drugs aims to provide affordable therapeutic options for patients worldwide, contributing to its goal of becoming a global leader in the biopharmaceutical industry [11]