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Nasdaq set to jump as Fed cut digested, Intel rockets on Nvidia deal
Proactiveinvestors NA· 2025-09-18 12:45
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
ServiceNow (NOW): A Leader in the Monetization of Generative AI
Yahoo Finance· 2025-09-18 12:42
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities strongly rebounded in the second quarter. The S&P 500 Index returned 10.9%, and the benchmark Russell 3000 Index advanced 11.0%, as risk-on sentiment took hold following the pause in tariff implementation. The strategy outperformed the benchmark in the quarter, driven by the strength in portfolio construction acr ...
4 Tantalising US Growth Stocks You Can Own for the Long Term
The Smart Investor· 2025-09-18 09:30
Group 1: Palo Alto Networks (PANW) - Palo Alto Networks reported a revenue increase of 15% year on year to US$9.2 billion for FY2025, with operating profit rising 81.7% to US$1.2 billion [2] - Profit before tax climbed 61.5% year on year to US$1.6 billion, and free cash flow increased by 12% to US$3.47 billion [3] - The company announced the acquisition of CyberArk Software for approximately US$25 billion, at a 26% premium to its share price [4] Group 2: Ecolab (ECL) - Ecolab's revenue remained flat at US$7.7 billion for 1H 2025, while operating profit increased by 7.7% to US$1.27 billion [5] - The company generated a free cash flow of US$616.6 million and declared a cash dividend of US$0.65, which is 14% higher than the previous year [6] - Ecolab expects earnings per share for 2025 to be between US$2.02 and US$2.12, reflecting a year-on-year increase of 10% to 16% [7] Group 3: DexCom (DXCM) - DexCom reported a revenue increase of nearly 14% year on year to US$2.2 billion for 1H 2025, with operating profit climbing 33.7% to US$346.3 million [8] - The company generated a free cash flow of US$305.5 million, despite a slight dip in net profit to US$285.2 million due to a higher tax bill [9] - The diabetes market is projected to grow significantly, with the number of sufferers expected to rise from 589 million in 2024 to 853 million by 2030 [9][10] Group 4: HubSpot (HUBS) - HubSpot's revenue increased by 17.6% year on year to US$1.47 billion for 1H 2025, with gross profit improving by 16.3% to US$1.24 billion [11] - The company achieved a free cash flow of US$259.8 million, which is 28.7% higher than the previous year [12] - HubSpot's customer count grew by 18% year on year to 267,982, and calculated billings increased by 26% to US$814.3 million [12]
Expedition Infrastructure Partners Supports OTG Acquisition Corp. I, a Newly Closed $230 mm SPAC Targeting the Digital Infrastructure Ecosystem
Prnewswire· 2025-09-17 20:45
Accessibility StatementSkip Navigation NEW YORK, Sept. 17, 2025 /PRNewswire/ --Â Expedition Infrastructure Partners ("XIP") is pleased to announce its role as strategic institutional advisor to OTG Acquisition Corp. I (NASDAQ: OTGAU, "OTG"), which has raised $230 millionin its recently closed initial public offering. OTG is targeting businesses across the Digital Infrastructure Services sector, a market experiencing unprecedented growth driven by data proliferation, artificial intelligence, high-performance ...
AI-Focused Announcements Expected from Meta Connect
Youtube· 2025-09-17 19:15
Smart glasses has been where it's at from a hardware perspective. For meter, how can they push that story forward. Yeah, I think it's just integrating more of that capability with with Marcos vision on metal.Right. Like they've given some applications in terms of some of the translation capabilities being able to, you know, have some of the augmented reality capabilities. And I think you'll just see, you know, we expect to see more of that tonight.So really the vision of generative AI coming at the heart an ...
Fed cuts rates for first time in 2025, signals more easing ahead
Proactiveinvestors NA· 2025-09-17 18:53
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Amazon launches AI agent for its third-party sellers
Proactiveinvestors NA· 2025-09-17 16:25
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Can TTD's Strategies & Innovations Shield Stock in an Uncertain Market?
ZACKS· 2025-09-17 16:01
Core Insights - The Trade Desk, Inc. (TTD) is prioritizing innovation and strategic growth amidst market volatility affecting ad tech stocks [1] - TTD is leveraging advanced technologies, including generative AI, to enhance its platform and improve client performance [2] - The company is expanding partnerships to enhance data capabilities and campaign measurement [3][2] Strategic Developments - TTD's investment in generative AI has led to partnerships with Rembrand, Nova, Bunny Studio, and Spaceback, enhancing creative capabilities [2] - Collaborations with Visa, NIQ, and Zepto are aimed at improving data capabilities [2] - The launch of OpenSincera provides deeper visibility into advertising performance and supply chain health, making data accessible to the ecosystem [4] Partnership Expansion - TTD has expanded partnerships with Instacart and Ocado to provide detailed consumer purchase data for better campaign performance measurement [3] - The company is focused on securing long-term partnerships with major advertisers, agencies, and publishers, with nearly 100 joint business plans in the pipeline [3] New Tools and Innovations - Deal Desk, currently in beta, uses AI forecasting to optimize deals and improve performance, with Disney already utilizing this tool [5] - The integration of AI with Kokai has resulted in significant performance improvements for clients [2] Market Challenges - Intense competition from major players like Google and Amazon, as well as smaller companies like PubMatic and Magnite, poses a challenge to TTD's market position [6] - Macroeconomic uncertainties, including rising inflation and tighter marketing budgets, may impact ad spending and programmatic demand [6] Financial Outlook - For Q3 2025, TTD anticipates revenues of at least $717 million, reflecting a 14% year-over-year growth [7] - Excluding U.S. political ad spend, projected year-over-year growth for Q3 is approximately 18% [7] Competitive Landscape - Rivals like PubMatic and Magnite are also focusing on innovation and partnerships to drive growth in the ad tech space [8][9]
Old IT systems weigh down bank modernization
Yahoo Finance· 2025-09-17 15:57
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: Outdated technology is causing banks to lose customers, according to a survey from consulting firm Baringa published Monday. The company surveyed 4,000 U.S. and U.K. residents with bank accounts and 400 U.S. and U.K. bank leaders about the digital customer experience. Legacy technology architecture slowed modernization and hurt customers’ digital experiences, ...