U S Media Performance - U S Media reported revenue increased by 11 7% [8] - U S Media Adj OIBDA increased by 8 5% [8] - U S Media AFFO increased by 7 2% [8] - Total U S Media revenue increased from $379 7 million in 3Q18 to $422 7 million in 3Q19, an increase of 11 7% [10] - Billboard revenue increased by 7 9% from $271 3 million in 3Q18 to $292 8 million in 3Q19 [14] - Transit & Other revenue increased by 19 8% from $108 4 million in 3Q18 to $129 9 million in 3Q19 [14] - Local revenue increased by 12 2% from $204 2 million in 3Q18 to $229 1 million in 3Q19 [16] - National revenue increased by 10 4% from $175 5 million in 3Q18 to $193 6 million in 3Q19 [16] Digital Revenue - Digital revenue mix increased from 18% to 20% year-over-year [19] - Billboard digital revenue increased by 20 2% year-over-year [25] - Transit & Other digital revenue increased by 17 6% year-over-year [25]

A proposal to allow the Social Security trust fund to invest in the market has some merit, says @allisonschrager, but make no mistake: it would be a huge leveraged bet on behalf of the taxpayer (via @opinion) https://t.co/TjStlKf3rC ...

Identity Verification & Security - Clear emphasizes the increasing importance of trusted and witnessed identity in an AI-driven world with synthetic identities [1] - Clear partners with companies like Greenhouse to ensure identity integrity of applicants, addressing concerns about workforce infiltration [1] - Clear's technology is used for workforce identification, as seen in the partnership with T-Mobile, enhancing workforce security and asset protection [3][4] - Clear partners with Octa to provide a more powerful authentication and access product for the workforce [6] - Clear believes that ubiquitous identity verification is essential for companies dealing with sensitive information or IP [7] Technology & AI Integration - Clear utilizes AI in various workstreams, including legal, finance, HR, and operations [1] - Clear's technology aims to drive efficiency and automation in identity verification processes [5] Market Opportunity & Expansion - The addressable market for trusted identity solutions is massive, both in the US and globally [2] - Clear is expanding into healthcare, partnering with Epic to provide a seamless way for patients to access their data [14] Travel Industry - Clear sees strong secular demand for travel and aims to improve the day of travel experience for consumers [11] - Clear announced a concierge product in its mobile app to assist travelers at the airport [13] Privacy & Trust - Clear prioritizes being a trusted brand with privacy policies that give consumers control over their data [9] - Clear addresses concerns about facial scanning by focusing on transparency and user control over data [9] Public-Private Partnerships - The company acknowledges the Trump administration's support for public-private partnerships, which has benefited Clear's growth [15]

Core Viewpoint - New York Mortgage Trust, Inc. is set to report its financial results for the second quarter of 2025 on July 30, 2025, with a conference call scheduled for July 31, 2025 [1][2]. Company Overview - New York Mortgage Trust, Inc. is a Maryland corporation that operates as a real estate investment trust (REIT) for federal income tax purposes [3]. - The company is internally managed and focuses on acquiring, investing in, financing, and managing primarily mortgage-related single-family and multi-family residential assets [3].

Core Viewpoint - Apple, Visa, and Mastercard achieved a legal victory in an antitrust lawsuit, with a federal judge dismissing the case due to insufficient evidence from the plaintiffs [2][3]. Group 1: Legal Proceedings - U.S. District Judge David Dugan ruled that the merchants did not provide adequate evidence to support their claims against Apple for not launching a competing payment network [2]. - The judge allowed the plaintiffs to amend their lawsuit to strengthen their claims, despite finding their initial allegations to be circumstantial [3]. - The defendants, Apple, Visa, and Mastercard, denied any wrongdoing and sought dismissal of the lawsuit [3]. Group 2: Allegations and Defense - The lawsuit, filed in 2023, accused Apple of conspiring with Visa and Mastercard to avoid competition, claiming that Visa and Mastercard paid Apple a significant portion of transaction fees for purchases made using Apple Pay [4]. - The plaintiffs alleged that these payments constituted a "very large and ongoing cash bribe" amounting to hundreds of millions of dollars annually [5]. - Apple contended that the complaint did not demonstrate any intention to enter the payments network market to compete with Visa or Mastercard [5]. Group 3: Industry Context - The ruling comes at a time when mobile wallets are increasingly influencing consumer in-store transactions globally, accounting for 21% of all in-store transactions, reflecting a 10.9% increase since 2022 [6].

Key Takeaways CSCO stock is up 17% YTD and nearing its 52-week high of $69.78. Cisco secured $1B in AI infrastructure orders early and expanded its NVIDIA and ServiceNow partnerships. Security demand boosts CSCO with new solutions and Splunk integration, though valuation concerns persist.Cisco Systems (CSCO) shares closed at $69.27 on Wednesday, slightly lower than the 52-week high of $69.78, which it hit on June 30. Year to date (YTD), CSCO shares have appreciated 17%, beating the Zacks Computer & Techno ...

Key Takeaways CYBR's subscription ARR grew 65% year over year to $1.03B, now 85% of total ARR in Q1 FY25. Cross-selling wins like PKI and Venafi deals drove larger, stickier subscription contracts. Our model projects subscription ARR to rise 26% in 2025 as multi-solution adoption gains momentum.CyberArk (CYBR) reported strong subscription growth in the first quarter of fiscal 2025. Subscription annual recurring revenues (ARR) crossed $1.03 billion, up 65% from a year ago. Net new subscription ARR was $51 ...

Meta, YouTube and TikTok are grasping for ways to protect users’ trust as their platforms fill with AI-generated photos and videos of events that never happened https://t.co/5VWC9viPDr ...

France’s antitrust regulator said it notified Meta of a potential violation of competition rules relating to the online advertising sector https://t.co/hIBPjfdb6Q ...

Key Takeaways Realty Income owns 15,600 global net lease assets and has raised dividends for 30 consecutive years. Regency Centers operates 480 U.S. grocery-anchored centers with more than 96% same-property lease rates. O delivers a 5.61% dividend yield with 98.5% occupancy, while REG offers a lower yield.In the current market landscape, where economic uncertainty and evolving retail dynamics challenge investors, real estate investment trusts (REITs) with exposure to necessity-based retail are increasingl ...