It's possible for society to lose a competence it still needs because it's chasing the future. We have so much critical infrastructure, for example, that still runs on cobalt that about five humans around the world really understand truly deeply. I don't think any of the programmers who wrote that cobalt code back in the '7s had any damn idea that in 2025 checks were still being cut off the business logic that they had encoded back then.But that just brings me to the conclusion on the question for what shou ...

5 ChatGPT Prompts To Clone Your CEO Brain And Scale Your Business https://t.co/uR0VA9fPsP https://t.co/uR0VA9fPsP ...

摩根大通正在将研究范围扩展至私营企业（即非上市公司），这是这家华尔街银行利用这一快速增长领 域的最新举措。据知情人士透露，研究范围将首先覆盖私营企业在塑造行业动态和创新方面发挥更大作 用的领域，例如人工智能（AI）和软件。作为第一步，摩根大通已于周五启动了对OpenAI的研究。 （彭博） ...

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$WAVE AI is cooking right now.Over $32,000,000 volume generated for over 800 projects & aleardy made their first buy-back & burn worth ~35 $SOL.I think this could have 100M potential, should trade higher from here.4GeDKXRW4uygk4XKWvPNMSrBhwPWnNwHDBmFaKH8bonk https://t.co/LBUgtNi5BI ...

摩根大通开始与OpenAI合作，拓展对私营企业的研究。 ...

Core Viewpoint - IBM is set to report its Q2 2025 earnings on July 23, with sales and earnings estimates at $16.59 billion and $2.64 per share respectively, while earnings estimates for 2025 and 2026 have remained unchanged at $10.95 and $11.66 per share over the past 60 days [1][4]. Earnings Estimates - The current earnings estimates for Q2 2025 stand at $2.64 per share, with a slight decrease in the Q1 estimate to $2.45 per share, while the full-year estimates for 2025 and 2026 are $10.94 and $11.66 respectively [2]. - The earnings surprise history shows an average surprise of 7.9% over the last four quarters, with the last quarter achieving a surprise of 12.7% [2]. Growth Drivers - The Software and Consulting segments are expected to drive growth, particularly through AI and cloud-related initiatives [4]. - IBM's collaboration with the Masters tournament to launch AI-native features is anticipated to generate additional revenue for the Consulting segment, with estimated revenues of $5.21 billion [5][6]. - The Software segment is projected to generate revenues of $7.48 billion, with IBM's acquisition of Hakkoda Inc. expected to enhance its data expertise and support AI transformation initiatives [7][8]. Competitive Landscape - Despite strong traction in hybrid cloud and AI, IBM faces significant competition from Amazon Web Services and Microsoft Azure, along with challenges from its ongoing transition to a cloud-based business model [9]. - The company has experienced pricing pressure that is eroding margins, and profitability has generally trended downward over the years [9]. Stock Performance - Over the past year, IBM's stock has increased by 53.9%, outperforming the industry average of 20.2%, but lagging behind Oracle's 79.6% gain [10]. - IBM's current price/earnings ratio is 24.88, which is higher than the industry average of 21.95 and its own historical mean of 13.75, indicating a premium valuation [12]. Long-term Outlook - IBM aims to capitalize on the growing trend of enterprises adopting a cloud-agnostic approach, focusing on hybrid cloud and generative AI solutions [13]. - The company expects that a better business mix and increased investments in growth opportunities will support long-term growth, particularly in the Software and Consulting segments [19].

Dublin, July 18, 2025 (GLOBE NEWSWIRE) -- The "Material Informatics - Company Evaluation Report, 2025" report has been added to ResearchAndMarkets.com's offering.The Material Informatics Companies Quadrant is a comprehensive industry analysis that provides valuable insights into the global market for Material Informatics. This quadrant offers a detailed evaluation of key market players, technological advancements, product innovations, and industry trends. Over 140 companies were evaluated, of which the Top ...

Core Insights - Cloudflare (NET) stock has surged 87.3% over the past three months, significantly outperforming the Zacks Internet - Software industry's growth of 38.7% during the same period [1][5] - The stock's momentum is driven by success in Cloudflare One bookings, traction in its AI portfolio, and increased acceptance by U.S. federal agencies following FedRAMP certification [1][5] Valuation and Performance - Cloudflare is currently trading at a forward 12-month Price/Sales ratio of 27.72X, which is substantially higher than the Zacks Internet Software Industry's ratio of 5.7X, indicating a rich valuation [2][5] - Revenue growth has slowed, with guidance for 2025 indicating a growth rate of only 25%, down from previous years [5][9] Revenue Sources and Challenges - Approximately 49% of Cloudflare's revenues have come from outside the United States over the past five years, making it vulnerable to U.S. tariff policies [7] - The company is experiencing challenges with revenue recognition due to pool of funds deals, which can delay metrics like Dollar-Based Net Retention (DBNR) [8] Competitive Landscape - Cloudflare faces intense competition in both content delivery and cybersecurity sectors from companies like Amazon, Akamai, Palo Alto Networks, and Zscaler [10][12] - Competitors are leveraging advanced technologies and market expansion strategies, putting pressure on Cloudflare's market position [11][12] Financial Outlook - Cloudflare's operating margins are under pressure due to heavy investments in sales and marketing, particularly in international markets [14] - The company's bottom-line growth rate is projected to be in the mid-single digits for the full year 2025 [14] Earnings Estimates - Zacks Consensus Estimates for earnings per share (EPS) show a year-over-year decline of 10% for the current quarter, with a modest growth of 5.33% for the current year [15]

The AI revolution promises to bring more knowledge more quickly to more people. Users are right to embrace it. But there is a sting in the tail https://t.co/qbyR1YIDmE ...