RT The Rollup (@therollupco)NEW EP: Why AI Agents Need Better Blockchain Data with Marcel FohrmannWhile the hype of the narrative has slowed, the developments in ai x cryptoIn today's episode, @ayyyeandy sits down with @I_1337_I from @helloSQD to cover:> Why Current Data Infra Can't Scale> SQD's "Airbnb of Databases" Model> Why Institutional Players Are Taking Crypto Data Seriously> The Fight to Keep AI DecentralizedFull episode links below.Timestamps:00:00 Intro00:59 Magic Ad01:27 Starknet Ad01:53 Marcel’s ...

Industry Overview - The technology services industry is mature, with demand for services in good shape, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, enabling stable dividends for most players [1] - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and AI, with companies adopting generative AI, machine learning, and data science to gain competitive advantages [4] - The business software industry is benefiting from strong demand for multi-cloud-enabled software solutions as companies transition from legacy platforms to modern cloud-based infrastructure [4] Company Highlights AppLovin Corp. (APP) - AppLovin is a software-based platform for mobile app developers, enhancing marketing and monetization of apps [6] - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth [7] - AppLovin's expected revenue and earnings growth rates for the current year are 16% and 84.8%, respectively, with a Zacks Consensus Estimate for current-year earnings improving by 0.1% in the last seven days [8] - The average short-term price target for AppLovin shares indicates a potential increase of 37% from the last closing price of $341.64, with a maximum upside of 90.3% [8] Duolingo Inc. (DUOL) - Duolingo operates as a mobile learning platform offering courses in 40 different languages and provides a digital language proficiency assessment exam [10] - The company utilizes AI applications to personalize and automate the learning process, with tools like Birdbrain analyzing real-time user performance [11] - Duolingo's expected revenue and earnings growth rates for the current year are 33.5% and 54.3%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 2.1% over the last 60 days [12] - The average short-term price target for Duolingo shares indicates a potential increase of 24% from the last closing price of $391.86, with a maximum upside of 53.1% [12]

AGI最新判断。 作者 | 闻乐 不圆 来源 | 量子位 （ID：QbitAI） 在我看来，没有空间智能，通用人工智能就不完整。 这是"AI教母"李飞飞在最新访谈中对AGI的判断——是的，李飞飞也开始谈论AGI了。 不过她有自己的表述，从进入人工智能领域开始，她就确定了她终身奋斗的梦想： 让智能体能够讲述世界的故事 。 而这，离不开 空间智能 。 正如她本人所说： 我整个职业生涯都在追逐那些极其困难、近乎疯狂的问题。 李飞飞如今聚焦于空间智能领域——这个人工智能最艰难的领域之一。 她认为 3D世界建模 对于实现AGI至关重要，并表示： 理解三维世界、生成三维世界、推理三维世界、在三维世界中做事，是人工智能的基本问题。 她的目标是创建一个超越平面像素、跨越语言障碍、能够真正捕捉三维世界结构和空间智能的 世界模型 。 在这次对话中，她从ImageNet的起源和影响说起，讲述了AI范式转变与关键突破，并提到了3D建模面临的挑战以及空间智能的数据 缺失问题。 量子位翻译并总结了全文，让我们一起来学习李飞飞的最新认知和分享。 ImageNet为现代计算机视觉搭建数据骨架 Q：你最早创建的项目之一是2009年的Image ...

A new verification scheme is a potentially enormous step change in the Chinese state’s control over data. It augments the country’s radically different approach to managing and surveilling the digital lives of its citizens https://t.co/wfbrUI16X7 ...

⚡ INSIGHT: In June 2025, cybersecurity researchers at Cybernews uncovered a record 16 billion passwords, including for Apple, Facebook, and Google, have been leaked in the largest data breach ever. https://t.co/GaKR5zx3kl ...

Core Viewpoint - The company, Haitai Ruisheng, reassures investors that recent share reductions by major shareholders and executives are driven by personal financial needs rather than a lack of confidence in the company's future growth. The company emphasizes its commitment to maintaining core competitiveness through strategic investments and highlights the ongoing demand for data labeling in the AI sector despite advancements in technology [1]. Group 1: Shareholder Actions - The share reduction actions by shareholders and executives comply with regulations set by the China Securities Regulatory Commission and the stock exchange, with plans disclosed in advance [1]. - The company clarifies that the recent share reductions were primarily due to personal financial needs of the shareholders [1]. - The company has adopted both centralized bidding and block trading methods for share reductions, with block trading not directly impacting the secondary market prices [1]. Group 2: Industry Outlook - The introduction of AI technologies like DeepSeek has not diminished the need for data labeling; instead, it has driven the industry towards higher specialization and increased demand for quality labeled data [1]. - The acceleration of large model industrialization in sectors such as finance, healthcare, and law is leading to a growing need for high-quality labeled data, requiring deeper involvement from industry experts [1]. - The evolution of AI from single-modal to multi-modal applications (including voice and visual data) is expected to create additional data demand [1]. Group 3: Company Performance - The company reports that its operational performance in the first half of the year remains stable and continues to improve, with specific financial data to be disclosed in future reports [1]. - The company prioritizes the rights of minority shareholders and has recently returned value to investors through dividends, with plans to enhance management of share reductions to minimize market impact [1].

Global Software Oracle Corp Rating Outperform Price Target ORCL 225.00 USD The other parts of the announcement that were likely missed by investors is that a) there are multiple other large Cloud contracts already signed in the quarter that are not in RPO or revenue; and b) the multicloud database is expected to grow over100% YoY which will add further growth and help with offsetting margin pressure from the rest of OCI. The contract is likely the much anticipated Stargate contract, but it could be a sovere ...

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 30 June 2025 Positioning/Themes, CIO Survey/Semis, Chroma ATE Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com A quiet week going into 4oJ, with most eyes on the passage of the Trump Administration's reconciliation bill, as well as a bit of macro data (US manufacturing ISM Tues morning 10am, the US jobs report Thurs morning 8:30am and US s ...

Warning—This Is How Easy It Is To Steal All Your Passwords https://t.co/xBDjorbrNt ...

In the short term the scheme is meant to prevent consumer harm—though critics fear the ID will intensify snooping. In the long term, it is part of a far more ambitious vision, with the state taking firmer, more centralised control of Chinese citizens’ data https://t.co/YjAOXO3GIn ...