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Coinbase launches perpetual futures, SIX MINING helps investors move forward steadily
GlobeNewswire News Room· 2025-06-24 11:28
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 ...
Bio-Techne and USP Announce Collaboration to Accelerate Monoclonal Antibody and Gene Therapy Product Development
Prnewswire· 2025-06-24 11:00
Core Insights - Bio-Techne Corporation has entered into a distribution agreement with the U.S. Pharmacopeia (USP) to sell USP monoclonal antibody (mAb) and recombinant adeno-associated virus (AAV) reference standards, enhancing support for mAb and gene therapy development globally [1] - The need for consistent mAb quality is increasingly critical as patent protections expire and biosimilars emerge, necessitating rigorous testing of quality attributes during development and manufacturing [2] - Gene therapy, utilizing recombinant AAV, is rapidly growing but faces challenges such as low yields and high costs; USP reference standards provide benchmarks for analytical testing to ensure product quality [3] - USP mAbs and AAV reference standards can be used with Bio-Techne's analytical instruments, facilitating reliable characterization of complex biologics throughout the development process [4] - The collaboration between Bio-Techne and USP aims to address quality challenges in biotherapeutics, ensuring safety and efficacy for patient care [5] Company Overview - Bio-Techne Corporation is a global life sciences company that provides innovative tools and bioactive reagents for research and clinical diagnostics, generating approximately $1.2 billion in net sales in fiscal 2024 [6]
HCLTech and AMD forge strategic alliance to develop future-ready solutions across AI, digital and cloud
Prnewswire· 2025-06-24 10:33
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 ...
Better Tech Stock: Arista Networks vs. Cisco Systems
The Motley Fool· 2025-06-24 07:45
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]
云业务驱动甲骨文财年营收破574亿,净利润同比涨18.9%!
Wind万得· 2025-06-23 22:35
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 ————————————————— ...
Equifax's Cloud Not A Moat, Analyst Says In Downgrade Slashing Estimates
Benzinga· 2025-06-23 18:09
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].
Companies need to be on high alert from Iran cyber attacks, says TrustedSec CEO David Kennedy
CNBC Television· 2025-06-23 18:08
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 ...
Can Amazon Continue to Dominate the Fast Cloud Security Market Growth?
ZACKS· 2025-06-23 16:36
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 ...
Time travel for beginners | Mark Earls | TEDxPatras
TEDx Talks· 2025-06-23 16:31
[Music] [Applause] [Music] Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Tick tock. Hello. Hello, Petrus. How does tick tock time make you feel? Anxious. Anxious. I've got a proposal for you as we stand here thinking about once upon tomorrow that we think about the future. The future you're going to make and the future that's coming. I want you to change your relationship with time and particularly pu ...
Astera Labs' AI Infrastructure Demand Accelerates: More Upside Ahead?
ZACKS· 2025-06-23 15:50
Core Insights - Astera Labs (ALAB) is strategically positioned in next-generation AI and cloud infrastructure, showcasing a strong start to 2025 with a focus on technological leadership in interconnect standards [1][2] Group 1: Product and Technology Leadership - Astera Labs has established a first-mover advantage with a comprehensive suite of PCIe Gen 6 solutions, including retimers, smart gearboxes, optical modules, and fabric switches, tailored to meet the high performance and signal integrity requirements of modern AI racks [2] - The Leo CXL product family addresses the increasing demand for memory expansion and pooling, supporting both AI and general-purpose compute workloads as data center CPUs adopt CXL 2.0 and 3.0 [2][3] - The introduction of UALink 1.0 in early 2025 is expected to lead to commercial solutions by 2026, creating a scalable, open interconnect for AI accelerators and unlocking a multibillion-dollar opportunity [3] Group 2: Competitive Positioning - Compared to Marvell Technology, which has strengths in custom ASICs and broader market focus, Astera Labs benefits from tighter integration of hardware and software through its COSMOS suite, enhancing AI-specific system observability and fleet management [4] - Broadcom, while a scale leader in PCIe switches and networking silicon, offers less tailored solutions for AI rack-scale deployments, allowing Astera Labs to maintain agility in addressing emerging infrastructure needs like UALink and NVLink-based clustering [5] Group 3: Market Performance and Valuation - Astera Labs' shares have increased by 26.2% over the past three months, outperforming the industry growth of 10.2% and the sector's growth of 7.5%, while the S&P 500 index rose by 3.6% during the same period [6][8] - The company is currently trading at a forward 12-month price-to-sales ratio of 19.19X, slightly below its one-year median of 19.86X, but remains overvalued compared to the industry [9]