In a significant industry shift, Oracle Corporation ORCL is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.Scotiabank analyst Patrick Colville initiated coverage of Oracle on Thursday, assigning a Sector Outperform rating and a price forecast of $3 ...

Economic Policy Suggestion - Thailand's former Prime Minister Thaksin Shinawatra proposed a golden visa scheme to attract wealthy foreign long-term residents [1] - Thaksin Shinawatra suggested increasing passenger service fees at airports to stimulate the economy [1]

🇷🇺 LATEST: Russia’s Sberbank will offer crypto custody services for domestic businesses. https://t.co/Qqg6TMujnF ...

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Market Trend & Industry Dynamics - Russia's largest bank Sberbank to offer custody services for Bitcoin and crypto assets [1]

Three new books look at the blind spots of the intelligence services https://t.co/QwBG8wo4zi ...

Self-service portal empowers restaurant partners with real-time insights and streamlined deal management capabilities New tiered subscription model creates additional revenue opportunities while enhancing value proposition for Restaurant.com's 184,000+ restaurant partners SCHAUMBURG, IL, July 17, 2025 (GLOBE NEWSWIRE) -- Giftify, Inc. (NASDAQ: GIFT) (the "Company"), the owner and operator of CardCash.com and Restaurant.com, and a leader in the incentives and rewards industry, today announced the launch of R ...

NEW YORK, July 17, 2025 /PRNewswire/ -- Compass, Inc. (NYSE: COMP), the largest residential real estate brokerage in the United States by sales volume1, today announced its second quarter 2025 financial results will be released after market close on Wednesday, July 30, 2025. The company will host a conference call and webcast to discuss its results that afternoon at 5:00 p.m. ET / 2:00 p.m. PT.Call details are as follows: The conference call and shareholder presentation will be accessible online via the Com ...

进入2025下半年，随着越来越多创业者加入AI应用的探索，从最初的文本生成、智能问答，到如今覆盖法 律、财务、销售、客服等各个垂直场景，用户需求和产品功能的挖掘已逐渐充分，早期那种"每周都能看到令 人眼前一亮的新功能"的情景越来越少了。 销售模式的根本性改变 传统的"演示→试用→购买"流程在AI时代失 但是，即便在这样的环境下，仍有一些公司展现出强劲的增长势头，获得投资人的青睐和客户的认可。这些公 司的产品功能谈不上有多么革命性的创新，但他们确实在市场上建立了领先地位。 那么， 在产品功能创新空间日益有限的情况下，这些公司的竞争优势从何而来？是否在功能之外，还有其他 维度的能力在发挥关键作用？ 硅谷知名风投机构Foundation Capital最近发布了一篇题为《4.6万亿美元的Services-as-Software机遇：第一年的 经验教训》的深度分析。作为AI领域的活跃投资者，他们在过去18个月里投资并深度参与了数十家AI创业公 司的发展历程。 这篇文章的核心观点令人深思： 在AI时代，真正的竞争已经从"谁的产品功能更强"转变为"谁能更深入地将 AI能力转化为客户的实际业务成果"。 他们将这种新模式称为 ...

Core Viewpoint - Netflix is expected to report record revenue and earnings for the second quarter, driven by price increases and the growth of its advertising tier, despite a slowdown in subscriber growth following its password-sharing crackdown [1][2][3]. Revenue and Earnings Expectations - Wall Street anticipates Netflix will achieve $11.1 billion in revenue and $7.08 in earnings per share for the second quarter, an increase from $10.5 billion and $6.61 in the first quarter [1]. Growth Drivers - The primary growth drivers for Netflix this quarter are the price hikes implemented earlier in the year and the burgeoning advertising tier, which accounted for nearly half of the subscriber growth in the US during the first five months of 2025 [2][3]. - The advertising tier is on a strong trajectory and may eventually generate more revenue per user than the ad-free tier [2]. Subscriber Growth Trends - Netflix experienced significant subscriber growth in 2024 due to the password-sharing crackdown, with 41 million net sign-ups, including 18.9 million in the fourth quarter [3]. - However, the company has likely exhausted most of the immediate growth potential, as gross monthly additions in the US have leveled off, and the resubscribe rate has rebounded, indicating fewer first-time sign-ups [4]. Future Growth Potential - Analysts remain confident in Netflix's ability to sustain growth despite the diminishing effects of the password-sharing crackdown, citing the company's unmatched scale in streaming and opportunities in advertising and live sports [6][11]. - A strong content slate for the second half of the year, including new seasons of popular shows and live NFL games, is expected to bolster viewership and engagement [12]. - Netflix's viewership share remains strong compared to its paid competitors, despite losing some ground to YouTube [12]. Additional Growth Opportunities - Gaming is identified as a potential growth lever for Netflix, with analysts suggesting that the company is well-positioned to capitalize on this market, as many rivals have not yet made significant strides in streaming gaming [13].