Company Overview - SoundHound AI is a California-based company specializing in voice artificial intelligence platforms that enable customers to create customized conversational AI assistants [3] - The company's notable clients include Snap, Mastercard, and Honda, indicating a diverse customer base [3] Industry Impact - SoundHound is making significant strides in the restaurant industry, partnering with companies like White Castle and Toast to enhance ordering processes through voice AI technology [4] - The platform is also being integrated into automotive systems, allowing drivers to interact with voice assistants [5] Financial Performance - In the third quarter, SoundHound reported revenue of $42 million, reflecting a 68% increase year-over-year [8] - Despite revenue growth, the company experienced a net loss of $109.27 million, which is a 402% increase from a loss of $21.75 million in the same quarter of the previous year [8] - The loss per share was $0.27, compared to $0.06 in the same quarter a year ago [8] Future Opportunities - The company is exploring new opportunities, including a deal with a Chinese company to integrate its Chat AI into millions of smart devices and agreements with major financial services firms [6][7] - CEO Keyvan Mohajer emphasized the potential for growth in enterprise AI adoption across various industries [7] Market Position - SoundHound has a market capitalization of $5 billion and maintains a cash position of $269 million, indicating a solid financial foundation [9] - Analyst sentiment is generally positive, with six out of nine analysts recommending a buy and a consensus price target suggesting a potential 46% increase in stock value [9]

Group 1: Market Sentiment and Earnings - The upcoming earnings from the "Mag 7" companies are expected to significantly influence market sentiment, with a focus on guidance and spending trends [2][4][5] - There is a current breakdown in market beta, leading to increased volatility as investors react to earnings reports [2][3] - The performance of value and high-quality stocks has been strong, while momentum stocks have faced declines, indicating a shift in investor sentiment [3][4] Group 2: Capital Expenditure and Profitability - The market is looking for a "Goldilocks" scenario regarding capital expenditures (capex), where spending is expected to increase without leading to negative cash flows [5][6] - There is a concern that companies may overspend in the short term, which could create anxiety among investors [6] - The focus for 2025 will be on spending, while 2026 will shift towards actual profitability [4][5] Group 3: Company Performance and Expectations - Companies like Genova and Verdive have shown strong fundamentals, with Verdive reporting a 28% increase in total revenue and a 60% increase in orders [12][13] - Despite good earnings reports, stocks like Genova have experienced declines, highlighting the disconnect between earnings performance and stock market reactions [10][11] - The overall trajectory of stocks is expected to align with profits over time, regardless of current market sentiment [13]

[Music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Rinick, and this week I'm giving you what you all want, just three of the hottest stocks of 2025. Well, actually, one of them isn't even as hot as it was last year, but I'm including it here because you are all still talking about it. You know these names, especially if you're a trader.I thought we'd take a quick look at what ...

Core Insights - The discussion at the NYSE Private Equity IPO Summit highlighted essential steps for companies in the IPO process, focusing on operational excellence and the role of technology and AI in the CFO's office [1] Company Overview - Diligent is a leading provider of secure corporate governance and collaboration solutions, serving over 12,000 clients across more than 90 countries [4] - The company offers a comprehensive Governance Cloud solution that addresses the evolving governance needs of organizations [4] Leadership Profile - Nithya Das, General Manager and Chief Legal Officer at Diligent, has extensive experience in leading companies through IPOs and high-growth transformations, including Olo and AppNexus [2] - She has a strong background in legal and strategic roles, and is recognized for her contributions to DEIB and ESG initiatives [3]

Core Viewpoint - The current market shows signs of excessive speculation, particularly in stocks that lack profitability, prompting a reassessment of investment strategies [2][24][33] Group 1: Market Valuation and Speculative Stocks - Fed Chairman Jay Powell indicated that equity prices are "fairly highly valued," raising concerns about the sustainability of speculative stocks [3][24] - The S&P 500 is trading at approximately 25 times this year's earnings and 22 times next year's earnings, which is on the higher side but not excessively expensive given the expected earnings growth [5][6] - A significant number of speculative stocks have rallied dramatically, with only a small fraction being profitable; a recent screen identified 55 stocks that rose at least 50% in September, with only six being profitable [17][24] Group 2: Specific Stock Examples - Energy Fuels, a uranium company, has seen its stock rise over 215% this year despite ongoing losses, raising questions about its valuation [11][12] - Ollo, another nuclear stock, has surged 518% for the year, driven by positive headlines, but it lacks revenue, indicating speculative behavior [13][14] - AS Space Mobile, a satellite broadband company, is up 158% this year but continues to lose money, highlighting the risks associated with speculative investments [15][16] Group 3: Investment Strategy Adjustments - The company will adopt a more cautious approach towards speculative stocks, emphasizing the need for wise speculation and risk management [9][24] - The recommendation of holding one speculative stock per portfolio remains, but there will be a stronger emphasis on evaluating the risks associated with such investments [24][25] - The focus will shift towards identifying non-speculative stocks with solid fundamentals as potential investment opportunities [34]

Market Performance - The market has reached record highs with the Dow gaining 173 points, S&P advancing 49%, and NASDAQ climbing 72% [1] - Despite the positive performance, there is a prevailing negativity among market participants who express dissatisfaction with the current market conditions [1][4] Sector Performance - The market rally has broadened to include various sectors such as banks, transports, technology, utilities, small caps, and midcaps [2] - Speculative stocks remain a visible part of the market, which has been a point of contention for professionals since the GameStop incident in January 2021 [2] Investor Sentiment - There is a widespread belief that the current focus on data centers may indicate a market peak, yet positive news continues to drive stocks higher [3] - Traditional indicators that typically signal a market peak have not performed as expected, leading to increased negativity among investors despite rising stock prices [4] Investment Opportunities - There is a recommendation to invest in nuclear energy stocks due to government support, as well as in quantum computing stocks for potential future gains [5]

过去12个月，Dayforce在纽约交易的股价下跌约5%，公司市值约为84亿美元。该公司股票同时在多伦 多证券交易所上市交易。 Thoma Bravo四月同意以106亿美元现金收购波音公司飞行导航部门及其他数字资产，七月又以20亿美 元达成收购餐厅软件制造商Olo Inc.的交易。该机构还就潜在收购Verint Systems Inc.进行过洽谈。 知情人士称，该收购方计划将Dayforce私有化，交易可能在未来几周内宣布。尽管谈判已进入深入阶 段，但仍可能延迟或破裂，且不排除出现其他竞购者的可能性。 根据其官网信息，去年从Ceridian HCM Holding Inc.更名的Dayforce提供人工智能驱动的招聘、薪酬管理 和员工职业发展软件，客户涵盖医疗保健、零售、酒店及金融服务等行业。彭博汇编数据显示，该公司 目前负债约12亿美元，企业价值超过90亿美元。 智通财经APP获悉，据知情人士透露，私募股权公司Thoma Bravo正就收购人力资源管理软件提供商 Dayforce(DAY.US)进行谈判。 在私募股权公司面临资本配置挑战的市场环境下，由联合创始人奥兰多·布拉沃领导的Thoma Bravo今年 ...

Core Insights - The WisdomTree Cloud Computing ETF (WCLD) was launched on September 6, 2019, and offers broad exposure to the Technology ETFs category [1] - The fund is managed by WisdomTree and has accumulated over $320.63 million in assets, making it an average-sized ETF in the Technology sector [5] - The ETF seeks to match the performance of the BVP NASDAQ Emerging Cloud Index, which is designed to measure the performance of emerging public companies focused on cloud-based software [5] Fund Characteristics - WCLD has an annual operating expense ratio of 0.45%, which is competitive within its peer group [6] - The ETF has a 12-month trailing dividend yield of 0.00% [6] - The top 10 holdings account for approximately 118.09% of total assets under management, indicating a concentration in a few key stocks [7] Performance Metrics - The ETF has experienced a loss of approximately -9.81% year-to-date and has gained roughly 11.02% over the past year as of August 14, 2025 [8] - Over the past 52 weeks, the ETF has traded between $28.33 and $41.58 [8] - The ETF has a beta of 1.17 and a standard deviation of 32.59% for the trailing three-year period, indicating a higher level of volatility compared to the market [9] Alternatives and Market Context - Other ETFs in the cloud computing space include Global X Cloud Computing ETF (CLOU) and First Trust Cloud Computing ETF (SKYY), with assets of $306.26 million and $3.46 billion respectively [11] - CLOU has an expense ratio of 0.68% while SKYY has an expense ratio of 0.60%, suggesting that there are lower-cost alternatives available [11] - Investors seeking to outperform the Technology ETFs segment may find WCLD to be a suitable option, but should also consider traditional market cap weighted ETFs for potentially lower risk [10][11]

Core Insights - The WisdomTree Cloud Computing ETF (WCLD) is a passively managed ETF launched on September 6, 2019, aimed at providing exposure to the Technology - Cloud Computing segment of the equity market [1] - The Technology - Cloud Computing sector is ranked 5th among the 16 Zacks sectors, placing it in the top 31% [2] Fund Overview - WCLD has assets exceeding $367.34 million, categorizing it as an average-sized ETF that seeks to match the performance of the BVP NASDAQ EMERGING CLOUD INDEX [3] - The BVP Nasdaq Emerging Cloud Index is designed to measure the performance of emerging public companies focused on cloud-based software [4] Cost Structure - The annual operating expenses for WCLD are 0.45%, which is competitive with most peer products in the sector [5] Holdings and Exposure - The ETF's holdings are transparent, with Us Dollar accounting for about 100% of total assets, followed by Zscaler Inc (ZS) and Olo Inc - Class A (OLO) [6] - The top 10 holdings represent approximately 118.09% of total assets under management [6] Performance Metrics - As of July 30, 2025, WCLD has experienced a loss of about 3.07% year-to-date but is up roughly 14.41% over the past year [7] - The fund has traded between $28.33 and $41.58 in the past 52 weeks, with a beta of 1.18 and a standard deviation of 32.78% over the trailing three-year period [7] Investment Alternatives - WCLD holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential for investors seeking exposure to Technology ETFs [8] - Other ETFs in the cloud computing space include Global X Cloud Computing ETF (CLOU) and First Trust Cloud Computing ETF (SKYY), with assets of $333.37 million and $3.59 billion respectively [9][10]

Core Viewpoint - Arista Networks reported quarterly earnings of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.59 per share, and showing an increase from $0.50 per share a year ago, indicating a strong performance in the cloud networking sector [1][2]. Financial Performance - The company achieved revenues of $2 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.30%, and up from $1.57 billion in the same quarter last year [2]. - Over the last four quarters, Arista Networks has consistently exceeded consensus EPS estimates and revenue expectations [2]. Stock Performance - Arista Networks shares have declined approximately 18.2% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the market in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.60 on revenues of $2.02 billion, while for the current fiscal year, the estimate is $2.47 on revenues of $8.28 billion [7]. - The trend of earnings estimate revisions is mixed, which may influence future stock performance [6]. Industry Context - The Internet - Software industry, to which Arista Networks belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8].