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报道:摩根大通启动对OpenAI的研究,标志着研究范围拓展至私营企业
news flash· 2025-07-18 14:41
摩根大通正在将研究范围扩展至私营企业(即非上市公司),这是这家华尔街银行利用这一快速增长领 域的最新举措。据知情人士透露,研究范围将首先覆盖私营企业在塑造行业动态和创新方面发挥更大作 用的领域,例如人工智能(AI)和软件。作为第一步,摩根大通已于周五启动了对OpenAI的研究。 (彭博) ...
X @Crypto Rover
Crypto Rover· 2025-07-18 14:36
$WAVE AI is cooking right now.Over $32,000,000 volume generated for over 800 projects & aleardy made their first buy-back & burn worth ~35 $SOL.I think this could have 100M potential, should trade higher from here.4GeDKXRW4uygk4XKWvPNMSrBhwPWnNwHDBmFaKH8bonk https://t.co/LBUgtNi5BI ...
Discover Capital One's Strategy for Long-Term Stock Growth
MarketBeat· 2025-07-18 14:36
Capital One Financial Today COF Capital One Financial $216.45 -1.55 (-0.71%) 52-Week Range $128.23 ▼ $221.95 Dividend Yield 1.11% P/E Ratio 18.15 Price Target $222.07 Add to Watchlist In mid-May of 2025, Capital One Financial Corporation NYSE: COF finalized its massive $35.3 billion acquisition of Discover Financial Services (DFS). This landmark move has already helped propel its stock more than 25% higher. This impressive performance has brought Capital One's share price near all-time highs, leading invest ...
X @Balaji
Balaji· 2025-07-18 14:33
@Jason @saylor Vitalik visited Network School a few weeks ago. We spoke about startup societies, prediction markets, and the future of Ethereum.For the full episode with @VitalikButerin:📺YouTube: https://t.co/MUElE4xeI9🔊Spotify: https://t.co/FcrGZaOxez🍎Apple: https://t.co/TsHFBrliKN https://t.co/RaVp6iaNJD ...
IBM Stock Before Q2 Earnings Release: To Buy or Not to Buy?
ZACKS· 2025-07-18 14:31
Core Viewpoint - IBM is set to report its Q2 2025 earnings on July 23, with sales and earnings estimates at $16.59 billion and $2.64 per share respectively, while earnings estimates for 2025 and 2026 have remained unchanged at $10.95 and $11.66 per share over the past 60 days [1][4]. Earnings Estimates - The current earnings estimates for Q2 2025 stand at $2.64 per share, with a slight decrease in the Q1 estimate to $2.45 per share, while the full-year estimates for 2025 and 2026 are $10.94 and $11.66 respectively [2]. - The earnings surprise history shows an average surprise of 7.9% over the last four quarters, with the last quarter achieving a surprise of 12.7% [2]. Growth Drivers - The Software and Consulting segments are expected to drive growth, particularly through AI and cloud-related initiatives [4]. - IBM's collaboration with the Masters tournament to launch AI-native features is anticipated to generate additional revenue for the Consulting segment, with estimated revenues of $5.21 billion [5][6]. - The Software segment is projected to generate revenues of $7.48 billion, with IBM's acquisition of Hakkoda Inc. expected to enhance its data expertise and support AI transformation initiatives [7][8]. Competitive Landscape - Despite strong traction in hybrid cloud and AI, IBM faces significant competition from Amazon Web Services and Microsoft Azure, along with challenges from its ongoing transition to a cloud-based business model [9]. - The company has experienced pricing pressure that is eroding margins, and profitability has generally trended downward over the years [9]. Stock Performance - Over the past year, IBM's stock has increased by 53.9%, outperforming the industry average of 20.2%, but lagging behind Oracle's 79.6% gain [10]. - IBM's current price/earnings ratio is 24.88, which is higher than the industry average of 21.95 and its own historical mean of 13.75, indicating a premium valuation [12]. Long-term Outlook - IBM aims to capitalize on the growing trend of enterprises adopting a cloud-agnostic approach, focusing on hybrid cloud and generative AI solutions [13]. - The company expects that a better business mix and increased investments in growth opportunities will support long-term growth, particularly in the Software and Consulting segments [19].
3M (MMM) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2025-07-18 14:30
Here is how 3M performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for 3M here>>> Shares of 3M have returned +11.6% over the past month versus the Zacks S&P 500 composite's +5.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. 3M (MMM) reported $6.16 billion in revenue for the quarter ended June 2025, representing a year-over-yea ...