Core Viewpoint - Nvidia does not expect the U.S. to reverse its chip export restrictions to China in the near future, leading the company to exclude the Chinese market from its revenue and profit forecasts [1][2]. Group 1: Export Restrictions Impact - The Trump administration implemented licensing requirements for Nvidia's H20 chips, the most advanced AI chip available for sale to China, in April [2]. - Nvidia anticipates an $8 billion revenue impact in the second quarter due to these export restrictions [2]. Group 2: Company Outlook - CEO Jensen Huang stated that any reversal of the export controls by the Trump administration would be considered a "bonus" for the company [1].

Market Reaction - Stock futures on Wall Street experienced significant declines, with the Dow Jones Industrial Average falling 453 points (1.05%) to 42,863, S&P 500 dropping 57.50 points (0.95%) to 5,992, and Nasdaq futures declining 273.50 points (1.23%) to 21,885 [1][7] - Oil prices surged, with Brent crude increasing over 7% to $74.28 per barrel, driven by fears of supply disruptions due to escalating violence in the Middle East [3][14] Geopolitical Developments - Israeli airstrikes targeted senior military figures and nuclear facilities in Iran, resulting in the deaths of several high-ranking officials, including military chief Mohammad Hossein Bagheri and Revolutionary Guard commander Hossein Salami [3][4] - Iran retaliated by launching around 100 drones toward Israel, escalating tensions further [4] Investor Sentiment - Investors sought safety amid the turmoil, leading to a rise in US Treasury bonds, with the 10-year yield increasing to 4.369% [5] - The WSJ Dollar Index rose 0.53% to 95.15, indicating renewed demand for the US dollar, while the Cboe Volatility Index (VIX) surged above 21, reflecting increased investor anxiety [6] Broader Market Impact - Gold prices reached a near two-month high, while auto stocks faced pressure following comments from former President Trump regarding potential import levies [8] - European and Asian stock markets also declined, contributing to a souring market mood [9] International Response - The International Atomic Energy Agency reported that Iran's Isfahan nuclear site was unaffected by the strikes, with no increases in radiation levels detected at the Natanz site [9] - UN Secretary-General Antonio Guterres called for restraint from both Iran and Israel, emphasizing the need to avoid further conflict in the region [12][13]

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For more on Israel's air strikes on Iran and the response in the Middle East, we want to bring in CNBC's Dan Murphy live from Dubai. Dan, what can you tell us. Becky, good morning to you.Well, the scale of this is already historic. I've been speaking with contacts inside Israel today who have expressed both shock and awe at what has unfolded this morning. Israel of course launching a sweeping military assault on Iran, striking more than 100 targets with over 200 fighter jets.Prime Minister Netanyahu also sa ...

Core Insights - Simulations Plus, Inc. (SLP) has announced preliminary revenue results for Q3 fiscal 2025, expecting revenues between $19 million and $20 million [1] - The full-year revenue guidance for fiscal 2025 has been revised to a range of $76 million to $80 million, down from the previous projection of $90 million to $93 million [2][8] Revenue and Financial Performance - The company anticipates third-quarter revenues to be between $19 million and $20 million [1] - Full-year fiscal 2025 revenues are now projected at $76 million to $80 million, a significant decrease from earlier estimates [2][8] Market Challenges - Management cited growing market uncertainties, including shifting drug pricing policies, potential tariff implications, and constrained funding, as headwinds affecting pharmaceutical and biotech clients [3] - These challenges have resulted in tighter budgets, project delays, and cancellations, particularly impacting the demand for services [3] Strategic Reorganization - In response to market challenges, Simulations Plus is transitioning to a functionally driven operating model from a business unit structure [4] - This strategic reorganization aims to enhance client engagement and improve sales and marketing effectiveness [4] - The change is part of a multi-year transformation strategy focused on streamlining operations and fostering collaboration [4] Future Outlook - The company believes the new structure will enhance operational efficiency and position it for long-term profitable growth [5] - Simulations Plus remains optimistic about the future of predictive analytics in biosimulation and clinical operations [5] Product Development - Recently, the company launched DILIsym 11, an advancement in its quantitative systems toxicology (QST) platform, aimed at improving drug safety and patient outcomes [6]

[Musique] Bonjour, je m'appelle Maxime Muska, j'ai 37 ans et il y a 10 ans, on m'a invité pour la première fois à participer à un TDX et après avoir lu le mail, j'ai pas hésité une seule seconde avant de refuser l'invitation et Je voudrais commencer en vous lisant ce mail que j'ai retrouvé parce que dedans il y a une petite présentation de moi qui est encore à propos. Donc comme ça, ça vous permettra d'en apprendre un peu plus sur moi. C'est parti.Bon, je fais juste la présentation. Votre audace qui fait l' ...

Nvidia's Jensen Wong issuing a warning to the US when it comes to imposing these chip restrictions on China. Our Arjent Carpal is in Paris at the Viva Technology Conference where he talked to Nvidia's CEO earlier today. Arjun, good morning. Good morning, Carl.It's been Jensen Mania here in Europe for the past few days. He was in London, now he's in Paris. Uh, and there's been a slew of deals announced around Nvidia and infrastructure deals here in Europe.But I had a chance to catch up catch up with Jensen H ...

Omer, Israel, June 12, 2025 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (Nasdaq: ODYS), a leading provider of visual based predictive maintenance (PdM) and condition-based monitoring (CBM) solutions, today announced it will participate in the 15th Annual ROTH London Conference taking place June 25–26, 2025, in London, U.K. Einav Brenner, Chief Financial Officer, will be available for one-on-one investor meetings on site both days. To schedule a meeting, please contact your ROTH representative. About the ROTH Londo ...

福建星网锐捷通讯股份有限公司 2025年6月12日投资者关系活动记录表 - 1 - 编号： 2025-04 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称 及人员姓名 中邮证券有限责任公司 国泰基金管理有限公司 时间 2025 年 6 月 12 日 (周四) 上午 10:20 地点 福州市高新区新港大道 33 号星网锐捷科技园公司三期 A 栋 22 层会议室 上市公司接待 人员姓名 副总经理、财务总监、董事会秘书：李怀宇 证券事务代表：潘媛媛 投资者关系活 动主要内容介 绍 一、董事会秘书李怀宇先生介绍公司 公司紧紧围绕"ICT基础设施与AI应用方案"的核心战略，大力推进产业 的转型升级，发布了一系列具有市场影响力的创新产品，不断做强存量 市场，开拓增量市场，在网络基础设施领域、光通信基础设施领域、信 创领域、AI应用方案等领域推出了一系列具有市场影响力的新品，牢牢 把握产业升级、技术升级的市场机遇，为客户提供更多深入应用需求、 有独特竞争力的解决方案。 二、投资者提出的问题及公司回复情况 公 ...

Political Analysis - The central issue is whether the current administration's actions, characterized as an attempted authoritarian overthrow, will succeed [2][3] - The success of this alleged overthrow depends on the response from the American people, not solely on the actions of the administration [3][4] - Resistance, including protests, legal challenges, and political opposition, is effective in countering the administration's agenda [5][6] Societal Impact - Public opposition and activism have directly resulted in positive outcomes for individuals and communities [6] - The strength of the movement against the administration will determine the country's fate [5]