June 17, 2025 02:00 PM GMT Internet | North America Where Are We Trading Now: After a Geopolitically Charged Week Internet names fell -1% last week (SPX/NDX flat/-1%) led by AMZN/GOOGL/META -1%/+1%/-2% as geopolitical tensions weighed on the market in the back half of the week. APP -13%, CHWY -14% (post-EPS move), and DUOL -7%. AMZN/GOOGL/ META 30X/17X/25X '26 EPS (-4%/-6%/+12% vs TTM avg). We would greatly appreciate your 5-star vote in the Internet Large Cap and Internet SmidCap categories in this year's ...

Israeli airstrikes target a key Iranian nuclear site, as one of Israel’s largest hospitals is hit in an Iranian missile attack. Photo: Associated Press ...

On the day where we see nervousness in equity markets, probably driven by what we see in the in the Middle East and the potential for US involvement there. So European futures down, US futures down, but we will be without the liquidity there, of course, because we don't have U.S. trading. What are you watching when it comes to that overall risk appetite story.I think it's going to be an overall direction to stay. We've got some micro themes given all the central banks on tap. So it's going to be exciting fo ...

The direction of the Fed next year. You already see record futures wagers in the market, with a lot of investors betting that the next Fed chair will be dovish. But given where we are right now, given the concerns about inflation, especially on the heels of all of this geopolitical tension, do you think that because the president wants lower rates, that the central bank can deliver them.Because I think the big question is, is the president going to appoint a shadow Fed chair. Right. There's a lot of talk th ...

AI对话和AI搜索结果中的内容是否被优化过，用户并不知情。 那么这种企业向广告公司付费做AI搜索优化的行为算广告吗？ 需要遵守怎样的商业规则和边界？ 作者：冯雨晨 封图：图虫创意 流量在哪里，生意就在哪里，当用户转向AI大模型的智能问答，广告公司和企业也盯上了这片流量新大陆。 广告公司正在通过生成式搜索引擎优化（GEO）服务，让企业客户在AI搜索结果中获得更高的曝光率和排名。例如，当用户向AI提出"补水面膜推 荐"这一问题，广告公司可以通过GEO服务，让企业客户的面膜品牌出现在AI回答中。 张夏天是创业公司QuickCreator的联合创始人，业务是为出海企业提供AI内容生成和SEO优化的工具产品。他在多个社交平台的个性签名是：给AI打 工。 GEO是一种针对AI对话平台的内容优化服务，其核心目的是通过系统化方法优化内容在AI对话中的可见性、排名甚至是流量获取能力，从而提升企业 的排名、曝光率，甚至是用户转化率。这和传统的SEO（搜索引擎优化）不同，GEO最关注的问题不再是"内容能不能排到搜索引擎的首页"，而是"内 容能否成为AI答案的一部分"。 某广告公司的业务负责人称，GEO的两大逻辑是优质内容输出和AI ...

Core Insights - Satellogic, Inc. has been selected as the technology partner for the Malaysian High-Resolution Earth Observation Satellite Project (MHREOSP) in collaboration with Uzma Berhad [1][3] - The project aims to design, develop, assemble, integrate, and test a high-resolution satellite with a resolution of 50cm across all spectral bands, enhancing Malaysia's geospatial intelligence capabilities [2][3] - This partnership aligns with Malaysia's Space Exploration 2030 Action Plan and aims to nurture local talent through knowledge sharing and technology transfer [3][4] Company Overview - Founded in 2010, Satellogic is a vertically integrated geospatial company focused on providing high-resolution Earth observation data [4][5] - The company aims to democratize access to geospatial data to address global challenges such as climate change, energy supply, and food security [5][6] - Satellogic has a proven track record in satellite technology, having successfully deployed over 50 NewSat satellites [2][6] Strategic Importance - The collaboration strengthens Satellogic's presence in Asia and supports its mission to democratize access to advanced space technology [3][4] - The partnership is expected to enhance national sovereignty through proprietary space access and contribute to Malaysia's long-term infrastructure and environmental sustainability [4][3] - The project will involve significant local participation, fostering homegrown capacity development in satellite technology [2][3]

All right, Jeeoff, we got to start here. Has the thesis changed at all with everything that's going on in the Middle East. I I have a feeling that you researched and put this piece together before all this quite ramped up.Yes, you're absolutely right, Frank. And it is tough from a micro perspective to look at every tweet that comes out. It seems like the market is kind of tilting hour by hour, but I think in the bigger picture, this March higher to retest these S&P 500 all-time highs is underway.Call it a m ...

All right. So, Lauren, I was just mentioning um our Fed survey, our CNBC exclusive Fed survey. It shows the Fed funds rate at 3.89% by the end of this year.Do you see a similar picture playing out with the Fed cutting rates pretty significantly this year. That is our base case expectation this year that the Fed would cut one to two times because frankly that's what the Fed has told us so far. And our expectation for the meeting this afternoon is that the Fed will do as much as it can to do as little as poss ...

Core Insights - The article discusses the emerging trend of Generative Search Engine Optimization (GEO) services, which allow businesses to enhance their visibility and ranking in AI-generated search results, marking a shift in advertising strategies towards AI platforms [2][3][11] Group 1: GEO Services Overview - GEO services focus on optimizing content for AI dialogue platforms, aiming to integrate business content into AI responses rather than traditional search engine rankings [2][3] - The primary strategies for GEO include producing high-quality content that aligns with AI model preferences and feeding relevant data to AI systems [3][12] - Companies are increasingly seeking GEO services as they recognize the importance of AI search optimization in driving business [11][12] Group 2: Market Dynamics - The demand for AI search optimization services is rising, with both clients and advertising companies showing increased interest in GEO [11][12] - Pricing for GEO services varies based on the client's brand recognition and content richness, with costs determined by the number of keywords and platforms targeted [11][12] - Some advertising companies guarantee that clients' names will appear in AI responses for specific keywords, although they do not guarantee ranking positions [11][12] Group 3: Content Optimization Techniques - Effective content for AI models should be structured to allow each paragraph to independently answer specific questions, with clear themes and data support [12] - The approach to content creation has shifted from optimizing entire pages for search engines to ensuring that individual segments serve as the best answers to specific queries [12][15] Group 4: Advertising Classification and Regulations - The classification of GEO services as advertising is debated, with some experts asserting that these services fall under advertising regulations due to their intent to influence consumer perception [14][15] - Current major AI platforms have not yet integrated advertising into their models, leading to questions about the transparency and ethical implications of third-party optimization services [13][14] - There is a call for clarity in labeling optimized content to avoid misleading consumers, especially in sensitive industries like healthcare and finance [15]

THE SMI IS UP BY .2% PLUS OF THE CONVERSATIONS, ANALYSIS START RIGHT NOW. ♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA." TOM: GOOD MORNING AND WELCOME TO "THE PULSE." I AM TOM MACKENZIE. THESE ARE YOUR TOP STORIES.DONALD TRUMP HAS HELD TALKS WITH HIS NATIONAL SECURITY TEAM FUELING SPECULATION THE U.S. IS ABOUT TO TAKE A MORE ACTIVE ROLE IN ISRAEL'S MILITARY ACTION IN IRAN. BLOOMBERG UNDERSTANDS YESTERDAY'S MEETING IN WASHINGTON LASTED MORE THAN AN HOUR. IT WAS FOLLOWED BY A CAL ...