June 12, 2025 04:51 AM GMT Future of Energy Powering AI in the US: Feedback on Our Note M Interest in our recent US Powering AI note has been high. In this short note, we discuss investor questions, and provide more detail on a few key dynamics we discussed in the note. Key Takeaways Interest in our recent US Powering AI note has Robert.Pulleyn@morganstanley.com +44 20 7425-4388 been extremely high. In this brief note, we assess investor feedback/pushback and provide more detail on a few dynamics we discuss ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①谷子经济+算力+军工+多模态AI+国产芯片！这家公司与上海博物馆等IP合作开发系列文创产品，设立合 资企业主要生产军工消音材料；②军工+量子科技+云计算+数字货币+区块链+ AI智能体+芯片+华为鸿 蒙！这家公司产品已集成抗量子密码算法和量子随机数芯片；③机器人+新能源汽车+光模块！公司豪掷近 60亿元押注光通信赛道。 前言 ...

Tonight, as we end what has been a scandalous week for the use of federal powers in the United States, just want to briefly broaden out and remember it was also agents acting under the Trump administration that arrested and indicted a Democratic mayor in his own town of Newark, Ros Baraka, when he was outside an ICE facility. So, we have that footage, which again you could debate, but if you ask the Trump DOJ, was that the right thing. Was the mayor in the wrong.The answer now weeks later is no. The mayor w ...

We could show you the 200 Marines in LA today amid the protests over these tactics and immigration policy. They join what are over 4,500 National Guard troops. Quite a force there. The Marines mobilized earlier this week. So technically the president had earlier ordered this. The news today is that they're now here having gone through the transfer and some level of basically short-term training. This is an unusual and extreme move because they're not actually doing something that they are ready to do. And w ...

Want to go back to Washington now. Our Aean Javvers has more. Aean, Scott, a couple of updates here from Israel and then also from the United Nations Security Council uh which is meeting now.From Israel first uh the IDF, the Israeli Defensive Forces are defense forces are saying uh to Israeli uh citizens that they can leave their secured facilities for now. The guidance they're giving to the Israeli public is stay close though to those bomb shelters and other secure areas. uh but you can go and and move abo ...

Key Takeaways PATH trades at a 4.37x forward P/S, below 5.68x of the industry average, suggesting relative undervaluation. Strong recurring revenues, global expansion and AI integrations support PATH's enterprise momentum. PATH's valuation trails peers like NOW and PEGA, despite faster growth and a focused automation strategy.UiPath Inc. (PATH) appears attractively valued compared with its industry peers based on the forward 12-month price-to-sales (P/S) ratio. Currently trading at 4.37x, PATH’s valuation ...

Shares in nuclear power company Oklo (OKLO -5.32%) rose by a whopping 28% in the week to Friday morning. The move comes in a busy week for the company, whereby events helped encapsulate the investment case for the stock.What does Oklo doThe company is developing what it describes as "next-generation fast fission power plants," known as Aurora. Its Aurora powerhouse has a few interesting qualities. First, it's based on a fast fission plant (Experimental Breeder Reactor-II) that the U.S. government operated f ...

Investigators are searching the site of that Air India uh Boeing Dreamliner and the crash for any evidence of what could have caused the disaster. Phil Leau joins us now with more. I I it just anecdotally heard a couple of things, Phil.You can certainly fill in the blanks, but no thrust power just gone or or something. Is that what you heard. Yeah, that's the primary question. That's the primary question, Joe.Why why was there not the thrust needed. You know, they certainly got in the air, but then shortly ...

Today was really about a test of democracy and today we passed the test. We the people passed the test. I was just 48 hours ago giving a speech almost to the minute talking about some of the enduring principles of our founding fathers who in response to monarchy in response to King George set out to frame a new construct to elevate and support individual freedom liberty.They created a system of checks and balances. A separation of power, co-equal branches of government, framework took the best of Greek demo ...

Financial Data and Key Metrics Changes - Total revenue returned to growth, up 1.3% to $7,800,000, despite challenges in the advertising market [15][19] - Adjusted EBITDA increased 46% year over year to $1,200,000 [19] - Free cash flow generated was $800,000, impacted by restructuring payments and retention bonuses [6][19] - GAAP net income was $200,000, compared to $100,000 in the prior year, with non-GAAP net income at $900,000, up from $500,000 [18][19] Business Line Data and Key Metrics Changes - Zedge Plus subscriber base grew to nearly 900,000, a 37% year over year increase [7] - Zedge Premium revenue more than doubled, driven by expanded offerings and increased usage [7][16] - Deferred revenue reached $4,900,000, growing by 111% over the past seven quarters [15][19] - Gurushots revenue declined 45% year over year due to reduced user acquisition spending [16][19] Market Data and Key Metrics Changes - Monthly active users (MAU) declined year over year, but the focus shifted to attracting higher lifetime value users [8][31] - Average revenue per monthly active user increased by 33% year over year, indicating improved monetization [8][16] Company Strategy and Development Direction - The company is focusing on AI innovation, creator community empowerment, and B2B expansion through dataseeds.ai [13][14] - Plans to roll out an AI audio generator and enhance user-generated content capabilities [11][41] - The introduction of dataseeds.ai aims to supply enterprise customers with high-quality datasets for AI training [10][38] Management's Comments on Operating Environment and Future Outlook - Management highlighted resilience despite macroeconomic volatility and disruptions in the ad market [5][15] - The company expects to see the benefits of restructuring initiatives materialize in Q4 and into fiscal year 2026 [19][44] - Management remains optimistic about future growth driven by product innovation and strategic discipline [15][47] Other Important Information - The company ended the quarter with $20,400,000 in cash and no debt, after share repurchases [6][19] - Restructuring charges of $600,000 were recorded, with expectations for further reductions in Q4 [17][50] Q&A Session Summary Question: Can you rank the different pieces of advertising revenue? - Management stated that advertising efforts are comprehensive and difficult to rank precisely, but highlighted the optimization of CPMs [22][30] Question: How long was TikTok back in the market during the quarter? - Management clarified that TikTok returned mid-February, impacting advertising revenue positively after their reentry [24][29] Question: What is being done to stabilize and grow monthly active users? - The focus is on well-developed markets, with efforts to optimize user acquisition for high-value users [31][32] Question: Can you comment on the new features for Emojipedia? - Management mentioned testing new features like creating emojis with AI and the upcoming release of digital stickers [33] Question: How did Zedge Premium perform this quarter? - Zedge Premium continues to be a core part of the marketplace, with new content available on the web [36] Question: What is the rollout plan for dataseeds.ai? - Management is actively building relationships with prospective customers and has published a research paper to demonstrate advantages [37][38] Question: What will the AI audio generator look like? - The feature will allow users to create custom ringtones and sounds based on text prompts, with a limited rollout planned [41][42]