About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Amlogic (Shanghai) Co., Ltd. 晶晨半導體（上海）股份有限公司 (the "Company") (A joint stock limited company incorporated in the Peo ...

Some analysts say the company's investment in AI isn't panning out. ...

Core Insights - IBM's Software segment has experienced robust revenue growth driven by product innovation and increased adoption of hybrid cloud services [1][7] - The rise in cloud-native workloads and generative AI has led to complex infrastructure strategies, boosting demand for IBM's hybrid cloud services [2] - Recent acquisitions, including HashiCorp, StreamSets, and webMethods, have enhanced IBM's capabilities in managing cloud environments and integrating AI [3][7] Group 1: IBM's Software Segment Performance - IBM's Software segment includes Hybrid Cloud, Automation, Data, and Transaction Processing businesses, which have collectively improved IT spending optimization and efficiency [1] - The integration of HashiCorp's tools with IBM Red Hat's portfolio has strengthened IBM's hybrid multi-cloud approach [3] Group 2: Market Position and Competitors - Microsoft has expanded Azure's availability globally, enhancing its competitive position in the cloud market [4] - Amazon Web Services (AWS) remains a leader in the cloud computing market, offering over 200 services and catering to a diverse customer base [5] Group 3: Financial Performance and Valuation - IBM's stock has increased by 23% over the past year, slightly below the industry's growth of 25.5% [6][7] - The forward price-to-sales ratio for IBM is 3.67, which is lower than the industry average of 3.90 [8] - Earnings estimates for IBM for 2025 have seen upward revisions over the past 60 days, indicating positive momentum [9][10]

Core Insights - Microsoft is diversifying its AI partnerships by incorporating technology from Anthropic, a competitor to OpenAI, into its Microsoft 365 Copilot assistant for commercial clients [1][2][5] - Microsoft has invested over $13 billion in OpenAI and continues to maintain a close relationship, but the dynamics are shifting as it explores other AI models [2][3][4] - Anthropic has gained significant investment and valuation, with recent partnerships including a $300 billion plan with Oracle and a $10 billion agreement with Broadcom [3][4] Group 1: Microsoft and OpenAI Relationship - Microsoft has primarily relied on OpenAI models for AI features across its products, but is now beginning to use Anthropic's AI model [1][2] - Microsoft remains the exclusive cloud provider for OpenAI's programming interface, indicating a continued partnership despite the diversification [4] Group 2: Anthropic's Role and Offerings - Anthropic's AI model, Claude Opus 4.1, is being integrated into Microsoft's Researcher tool, allowing users to choose between Anthropic and OpenAI models [5][6] - Anthropic's models are subject to their own terms and conditions and run on Amazon and Google clouds, highlighting the competitive landscape [7] Group 3: Market Dynamics and Adoption - Microsoft identified OpenAI and Anthropic as competitors in the AI space, with Copilot being a crucial part of its AI strategy [8] - Analysts noted that about 60% of customers are implementing Copilot for only 10% of their Microsoft 365 user base, indicating a gradual adoption [9]

Core Insights - The Trade Desk, Inc. (TTD) and Magnite, Inc. (MGNI) are prominent players in the digital advertising technology market, with TTD focusing on demand-side platforms and Magnite on supply-side platforms [1][10] Digital Advertising Market Overview - The global digital advertising market is projected to grow at a CAGR of 15.4% from 2025 to 2030, with video advertising leading the way due to its effectiveness in visual storytelling [2] Company Performance and Strategies The Trade Desk (TTD) - TTD's growth in Q2 2025 was significantly driven by connected TV (CTV) and retail media, with video accounting for a high-40s percentage of its overall business [4] - The Kokai platform upgrade has seen over 70% client adoption, with advertisers using Kokai increasing their spend by over 20% faster than those not using it [5] - TTD expects Q3 revenues of at least $717 million, reflecting a 14% year-over-year growth, with adjusted EBITDA around $277 million [6] - TTD's operating costs rose 17.8% year-over-year to $577.3 million, raising concerns about profitability if revenue growth does not keep pace [8] Magnite (MGNI) - MGNI's CTV contributions increased 14% year-over-year in Q2 2025, representing 44% of its contribution mix, bolstered by partnerships with major platforms [10] - The acquisition of streamr.ai aims to enhance CTV advertising accessibility for small and medium-sized businesses [10] - MGNI's DV+ business is experiencing momentum, with an 8% increase in contribution ex-TAC from the last reported quarter [13] - New generative AI tools are expected to drive operational efficiencies and new monetization opportunities for MGNI [14] Share Performance - Over the past three months, MGNI shares increased by 13.2%, while TTD shares fell by 32.9% [9][15] Valuation and Analyst Estimates - Both TTD and MGNI are considered overvalued, with TTD trading at a forward P/E ratio of 23.11X and MGNI at 21.99X [17][18] - Analysts have made marginal downward revisions for TTD's bottom line, while MGNI has seen an upward revision of 7.32% for the current fiscal year [19][22] Investment Outlook - MGNI holds a Zacks Rank 2 (Buy), indicating a stronger investment pick compared to TTD, which has a Zacks Rank 3 (Hold) [23]

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 ...

Core Insights - Wolters Kluwer Health has launched UpToDate® Expert AI, a generative AI-powered clinical decision support solution aimed at enhancing the capabilities of healthcare professionals and systems [1] Group 1: Product Overview - UpToDate Expert AI is designed to provide evidence-based answers to medical questions at the point of care [1] - The solution supports healthcare organizations in the responsible integration of AI into their existing infrastructure and workflows [1]

Core Insights - Taboola has enhanced its Realize platform with new Generative AI technology, enabling the transformation of static images into motion ads, which has resulted in a 20% increase in conversion rates for select advertisers [1][11]. Company Overview - Taboola is a global leader in performance advertising technology, focusing on delivering measurable outcomes at scale beyond traditional search and social media [3][12]. - The Realize platform is designed to provide advertisers with performance-based campaign management across a wide range of trusted publishers and ad inventories [2][4]. Performance Metrics - Since its launch, over 650 advertisers have tested the features of Realize, with notable success stories including an aviation brand that exceeded its performance goal by 34% [5]. - Advertisers across various sectors, such as Homes.com, Tripadvisor, and Philips Home Appliances, have reported significant improvements in user engagement and conversion rates due to the platform [7][8][9]. Technological Advancements - The introduction of Generative AI features in Realize allows advertisers to create more engaging ads, contributing to improved campaign performance [11]. - Realize leverages first-party data and AI technology to optimize advertising outcomes, reaching approximately 600 million daily active users [12]. Advertiser Feedback - Advertisers have praised Realize for its impact on performance marketing, highlighting increased user activity and effective campaign scaling [7][10]. - The platform is recognized as a vital tool for new customer acquisition and engagement, enhancing overall marketing strategies [8][9].

Core Insights - CoreWeave Inc. (NASDAQ:CRWV) is identified as one of the top AI stocks to consider for investment, with Cantor Fitzgerald maintaining an Overweight rating and a price target of $116 [1] - A new agreement with NVIDIA, valued at $6.3 billion, allows NVIDIA to access CoreWeave's unsold cloud computing capacity until April 13, 2032 [2] - This agreement is expected to increase CoreWeave's backlog by 21%, rising from $30.1 billion at the end of Q2 2025 [2] Company Overview - CoreWeave operates a cloud platform designed to scale, support, and accelerate Generative AI, providing the necessary infrastructure for computational workloads in various companies [3]