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高盛:代理式人工智能拓展应用软件市场规模
Goldman Sachs· 2025-06-19 09:46
16 June 2025 | 11:00PM EDT Americas Emerging Software Generative AI Part XI: Agentic AI expands the App Software TAM 1. The next (and arguably first) phase of AI-driven productivity gains in the enterprise will likely hinge on the efficacy of agents at the software application layer over the next 3 years. While the majority of examples that we discovered in our industry diligence over the last 6 months could be described as chatbots with basic integrations to LLMs, we did find select examples of more advanc ...
What Drives Stock Outperformance?
ZACKS· 2025-06-19 00:36
Sales growth is vital for a company's shares to outperform, as it's the foundation of generating profits. Strong revenue generation allows companies to achieve scaling efficiencies, generate continuous shareholder value, and many other clear benefits. A clear-cut example of this has been Palantir (PLTR) over the last year, whose shares have climbed more than 750%. The company's sales growth has been driven by the AI frenzy, posting double-digit percentage revenue growth rates in ten consecutive periods. Bel ...
德州仪器宣布投600亿美元在美扩建半导体工厂
news flash· 2025-06-19 00:32
《科创板日报》19日讯,德州仪器计划在美国投资超过600亿美元扩建半导体工厂。德州仪器表示这笔 资金将用于升级现有工厂及新建项目,其中包括在得州谢尔曼新建两座工厂,但具体进度取决于市场需 求。 德州仪器宣布投600亿美元在美扩建半导体工厂 ...
HSBC Gains 18.3% So Far This Year: How to Play the Stock?
ZACKS· 2025-06-18 16:26
Key Takeaways HSBC has gained 18.3% so far in 2025, beating peers like UBS and MUFG, though trailing its industry. Asia-focused growth, streamlining efforts and strong capital returns have supported HSBC's momentum. Rising expenses and sluggish revenue growth can pressure HSBC's performance in the near term.HSBC Holdings plc (HSBC) shares have gained 18.3% so far this year, outperforming the S&P 500 Index’s 1.2% rise. While the stock has underperformed its industry’s growth of 22.2%, it has performed bett ...
BASFY Launches New World-Scale Plant in France for HMD Production
ZACKS· 2025-06-18 14:31
BASFY stock has gained 4% over the past year compared with the industry's 22.4% decline. Image Source: Zacks Investment Research BASFY's Zacks Rank & Key Picks Key Takeaways BASF SE (BASFY) successfully began its operations at the new world-scale hexamethylenediamine (HMD) plant in Chalampe, France. The company began its construction in 2022, aiming to increase BASF's annual HMD production capacity to 260,000 metric tons. This facility is a key component of BASF's expansion of its polyamide (PA) 6.6 busines ...
WOW! Marks Entrance into East Central Michigan with $10,000 Donation to Livingston County Habitat for Humanity for Veteran Home Repair Project
Prnewswire· 2025-06-18 13:00
Funds supported WOW! volunteer efforts to replace flooring and doorway for local homeownerHARTLAND, Mich., June 18, 2025 /PRNewswire/ -- WOW! Internet, TV & Phone (NYSE: WOW) a leading broadband services provider, today announced the company has made a $10,000 donation to Livingston County Habitat for Humanity, a nonprofit organization whose mission is to bring people together to build homes, communities and hope. The donation follows the recent launch of WOW!'s all-fiber internet services in Brighton, Mich ...
IAS Announces Completion of Expanded Credit Facility
Prnewswire· 2025-06-18 12:00
NEW YORK, June 18, 2025 /PRNewswire/ -- Integral Ad Science (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced that it has entered into a second amendment to its credit agreement (the "Credit Agreement Amendment") with a syndicate of banks led by PNC Capital Markets LLC, as the joint lead arranger and administrative agent, and HSBC Bank USA, National Association and TD Bank, N.A. as joint lead arrangers and syndication agents. The Credit Agreement Amendment extends ...
铅锌日评:沪铅宽幅整理,沪锌反弹空间有限-20250618
Hong Yuan Qi Huo· 2025-06-18 01:33
祁玉蓉(F03100031, Z0021060),联系电话:010-8229 5006 | 2025/6/18 指标 单位 今值 变动 近期趋势 | | | | | --- | --- | --- | --- | | 16,725.00 -0.15% SMM1#铅锭平均价格 元/吨 | | | | | 沪铅期现价格 期货主力合约收盘价 元/吨 16,860.00 -0.71% | | | | | 沪铅基差 元/吨 -135.00 95.00 | | | | | 元/吨 -30.00 - 升贴水-上海 | | | | | 升贴水-LME 0-3 美元/吨 -33.19 -3.43 | | | | | 升贴水-LME 3-15 美元/吨 -65.50 -1.40 价差 沪铅近月-沪铅连一 元/吨 -20.00 30.00 | | | | | 沪铅连一-沪铅连二 元/吨 5.00 5.00 | | | | | 铅 沪铅连二-沪铅连三 元/吨 - -5.00 | | | | | 期货活跃合约成交量 手 29,996.00 -0.81% | | | | | 成交持仓 期货活跃合约持仓量 手 41,457.00 -1.4 ...
Silvaco to Host a Tech Talk on the Diffusion of Innovation
Globenewswire· 2025-06-17 20:35
Core Insights - Silvaco Group, Inc. is hosting a tech talk titled "The Diffusion of Innovation: Investing in the Ecosystem Expansion" to discuss its ecosystem expansion for innovative products [1][2][5] - The event will provide insights into Silvaco's Fab Technology Co-Optimization™ (FTCO) solution and include a Q&A session with management [2][5] Event Details - The tech talk is scheduled for June 25, 2025, at 10:00 AM Eastern Time and will be available via live webcast and replay on the company's investor relations website [3][5] - Ian Chan, the Chief Revenue Officer, will be the presenter for the event [5] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI [4] - The company's solutions cater to various markets, including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets [4] - Silvaco is headquartered in Santa Clara, California, and has a global presence with offices in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan [4]
AT&T & Charter: Which Stock is a Smart Investment Right Now?
ZACKS· 2025-06-17 18:10
Key Takeaways T added 261K fiber customers in the first quarter of 2025 and plans to reach 60M locations by 2030. CHTR aims to extend fiber to 1.7M rural locations, investing $7B to boost multi-gig speeds nationwide. EPS estimates for CHTR are rising, with a 13.07% growth forecast, while T's EPS is expected to fall 8.41%.AT&T Inc. (T) and Charter Communications (CHTR) are major players in the fiber broadband industry. Operating as one of the largest wireless service providers in North America, AT&T offers ...