Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to his research [1]

New SuiteApp for Field Service Management Meets Oracle NetSuite SuiteCloud Platform Development Standards and Best PracticesLOS ANGELES, June 24, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that its SuiteApp has achieved the ‘Built for NetSuite’ status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps enterprise, commercial service, and construction contractors further streamline workflows, enhance financial ...

作者 | LiangWang 编辑 | 自动驾驶之心 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『4D标注』技术交流群 本文只做学术分享，如有侵权，联系删文 近几年随着深度学习技术的发展，基于数据驱动的算法方案在自动驾驶/机器人领域逐渐成为主流，因此算法对数据的要求也越来越大。区别于传统单帧标注，基 于高精点云地图的4D标注方案能够有效减少标注成本并提高数据真值质量。 4D标注中的4D是指三维空间+时间维度，4D数据能够映射到任意时刻得到单帧真值用于模型训练，区别于大范围高精地图生产，4D标注只关注一小片区域的静态 和动态元素。然而如何生成标注所需底图是其中的一个关键环节，针对不同的标注需求，通常需要实现"单趟建图"，"多躺建图"和"重定位"等关键技术，在场景上 还需要支持有GNSS的行车场景和无GNSS的泊车场景。 LSD (LiDAR SLAM & Detection) 是一个开源的面向自动驾驶/机器人的环境感知算法框架，能够完成数据采集回放、多传感器标定、SLAM建图定位和障碍物检测 等多种感知任务。 本文将详细介 ...

Washington, D.C., USA, June 24, 2025 (GLOBE NEWSWIRE) -- As the U.S. Commodity Futures Trading Commission (CFTC) re-examines its attitude towards high-risk financial products, Coinbase is actively preparing to launch crypto perpetual futures, a move that also reflects the market's strong demand for innovative investment tools. However, regulators are still concerned that such products may bring excessive risks to retail investors. Against this backdrop, SIX MINING continues to provide users with a more ro ...

NEW YORK and NOIDA, India, June 24, 2025 /PRNewswire/ -- HCLTech (NSE: HCLTECH.NS) (BSE: HCLTECH.BO), a leading global technology company, and AMD (NASDAQ: AMD), a leader in high-performance and adaptive computing, have announced a strategic alliance to accelerate enterprise digital transformation worldwide through advanced solutions in AI, digital and cloud.This collaboration combines the strengths of both companies to create a robust digital ecosystem that boosts enterprise digital transformation and enha ...

Core Insights - Arista Networks and Cisco Systems represent two distinct investment opportunities in the networking infrastructure and software market, with Arista focusing on high-growth data centers and cloud-scale networks, while Cisco serves a broader range of sectors as a diversified market leader [1][2] Company Performance - Over the past five years, Arista's stock increased nearly 540%, while Cisco's stock advanced about 50%, compared to a 90% rise in the S&P 500 [2] - From fiscal 2019 to fiscal 2024, Cisco's revenue grew at a compound annual growth rate (CAGR) of less than 1%, while its adjusted EPS rose at a CAGR of nearly 4% [9][12] - In contrast, Arista's revenue rose at a CAGR of 24% and adjusted net income increased at a CAGR of 30% during the same period [12][13] Competitive Landscape - Cisco is the largest networking hardware company, known for its proprietary chips and software, creating a "sticky" ecosystem with integrated security and network observability services [4][8] - Arista utilizes Broadcom's chips and open-source software, providing flexibility that appeals to customers seeking alternatives to Cisco's ecosystem [5][6] - Cisco remains a leader in end-to-end deployments, while Arista primarily focuses on cloud and data center markets [7][8] Growth Prospects - Analysts expect Cisco's revenue and EPS to grow at a CAGR of 5% and 9%, respectively, from fiscal 2024 to fiscal 2027, driven by subscription expansion and AI tailwinds [15] - Arista's revenue and EPS are projected to increase at a CAGR of 19% and 15%, respectively, benefiting from cloud and AI market growth and expansion into enterprise markets [16] Investment Valuation - Cisco trades at 17 times forward adjusted earnings with a forward dividend yield of 2.5% [15] - Arista's stock is priced at 33 times its forward adjusted earnings and has never paid a dividend [16]

甲骨文 (ORCL.N) 于 2025 年 6 月 18 日公布财报。 2025 年报，公司实现总营业收入 573.99 亿美元，同比增长 8.38% ；税前利润为 141.6 亿美元，同比增长 20.6% ；实现净 利润 124.43 亿美元，同比上升 18.88% 。 本篇全部内容由 Alice Reader 自动生成。 Alice Reader 智读迎来全新升级，借助 Wind AI 研究框架能力，从多个角度深入解析公司数据背后的驱动因素 。 详细解读 一、 云授权业务扩张，费用结构不断优化 2025 财年总收入为 573.99 亿美元，较去年 529.61 亿美元同比上升 8.4% ，主要由于软 件许可及云业务 (Cloud and license) 收入增加 48 亿美元，带动整体营收增长。 2025 财 年净利润为 124.43 亿美元，较去年 104.67 亿美元同比上升 18.9% 。然而，运营费用同比 大幅上升，其中研发费用增加 9.45 亿美元，主因员工相关支出（含股权激励）增长 8.13 亿 美元；销售与市场费用增加 3.77 亿美元。 A) 财务状况 ————————————————— ...

Core Viewpoint - Bank of America Securities downgraded Equifax, Inc. from Buy to Neutral due to underwhelming performance during the company's recent investor day and tempered growth expectations [1][4]. Financial Projections - Equifax projects a long-term revenue growth rate of 8%-12%, with 7%-10% expected to be organic growth and 1%-2% from mergers and acquisitions [1]. - For fiscal 2025, Equifax guided revenues between $5.91 billion and $6.03 billion, slightly below the consensus of $5.96 billion [2]. - The company anticipates adjusted earnings per share (EPS) of $7.25-$7.65, compared to the consensus of $7.48 [2]. Sales and Earnings Estimates - Equifax expects second-quarter sales between $1.49 billion and $1.53 billion, aligning closely with the consensus of $1.5 billion [3]. - Adjusted EPS for the second quarter is projected to be $1.85-$1.95, slightly below the consensus of $1.89 [3]. - Analyst Joshua Dennerlein revised 2025 adjusted EPS estimates down to $7.58 from $7.63 and 2026 estimates to $8.91 from $9.22, indicating reduced growth expectations [3]. Analyst Insights - The analyst expressed disappointment that Equifax did not update its long-term growth outlook, which was initially provided in 2021 [4]. - Concerns were raised regarding Equifax's transition to a cloud-native platform, which may not provide a long-term competitive advantage [5]. - Future growth is expected to rely on product innovation leveraging unique data assets, rather than solely on the cloud transformation [5]. Market Conditions - A recovery in the mortgage market is seen as a critical factor for Equifax's growth prospects, although the timing of such a recovery remains uncertain [6]. - Following the downgrade, EFX stock was trading lower by 1.65% at $251.47 [6].

expert David. We have seen the Iranian regime which obviously at least for now its missiles appear to be a little impotent. That's good news.But they are still a risk on the cyber side, are they not. That's absolutely correct. Iran has been building up their cyber capabilities for for a number of years and they are on par with other nation states. Uh they very much leverage their cyber capabilities very similarly to what we do here in the United States with cyber command, a direct extension of military forc ...

Key Takeaways AMZN's AWS offers built-in and third-party security tools amid rising demand for cloud protection. AWS enhances services like GuardDuty and Shield to support evolving enterprise security needs. AMZN faces tough cloud security competition from MSFT and ORCL targeting the enterprise and public sectors.Amazon (AMZN) , through its cloud unit Amazon Web Services (“AWS”), offers a wide range of security services that help organizations protect their data, applications and infrastructure. These ser ...