A key US Senate panel took up the debate over proposed regulation of digital assets, with Republicans calling for a soft approach and Democrats warning about potential loopholes and conflicts of interest https://t.co/3Awn4Hizo2 ...

RT ⟠Palis⟠🐍 (@palis)Here’s my take on zoomer and millennial burnout:You’re not burnt out from work, you’re burnt out from pleasure. I worked in tech for 8 years and I saw boomers working boring backend internet tech jobs with 50 hour weeks and 24/7 availability, barely any vacation and they maintained that intensity not for years but DECADES in a row at the same job without getting burnt out, perfectly happy and stableThe reason you’re burnt out is a combination of dopamine overload, attention deficient pro ...

I am curious about how much we've actually seen the use of AI, not so much with your customer base, but internally within Salesforce itself. Yeah. Well, Romain, thanks for having me.Look, the moment of the digital labor revolution is upon us when we think about this, as is 41% of all time for workers are spending on repetitive or low value tasks, and organizations need a new labor model that unlocks AI and humans working together. And so we are like every business going through this massive transformation t ...

Group 1 - Azerion has sold its subsidiary Whow Games to DoubleDown Interactive for a total consideration of €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1] - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has previously optimized its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Group 2 - Founded in 2014, Azerion has become a major player in digital advertising, generating €551 million in revenue in 2024, a 7% year-on-year increase, with a revenue guidance for 2025 between €600–650 million [4] - In Q1 2025, Azerion reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] - The company has launched Azerion Intelligence, a platform providing affordable cloud hosting and access to open-source AI tools, addressing the growing demand for local alternatives to major cloud providers [5]

Core Insights - Azerion, a prominent European digital advertising platform, has sold its subsidiary Whow Games to DoubleDown Interactive for €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1][2][3] Company Strategy - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has been optimizing its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Financial Performance - Azerion generated €551 million in revenue in 2024, reflecting a 7% year-on-year increase, with revenue guidance for 2025 projected between €600 million and €650 million [4] - In Q1 2025, the company reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] Market Position - Azerion is positioned as one of Europe's innovative players in digital advertising and is addressing the growing demand for scalable cloud and AI alternatives to large US providers [3][5] - The company recently launched Azerion Intelligence, a platform offering affordable cloud hosting and access to open-source AI tools, catering to the increasing demand for local and cost-efficient AI services [5]

Architect Partners points to an exceptional second quarter as it relates to crypto M&A activity, saying it was resoundingly the best quarter ever for such activity. And this comes after M&A activity in the space first reached a record during Q1 of this year. Can you take us through some of the numbers.How many transactions did you document in the second quarter. How much money poured into these deals. And can you take us through some of the notable mergers and acquisitions in the second quarter as your Q2 2 ...

Big report dropping tomorrow 👀With @RobinhoodApp building on @arbitrum, you won't want to miss this one...Patryk (@Solofunk_):After months of work, the genesis @MessariCrypto report on @arbitrum goes live tomorrow!This has become the most comprehensive report on the Digital Sovereign Nation strategy, Arbitrum Orbit, and Arbitrum One.As they say, Arbitrum Everywhere. https://t.co/YYmFLuO4lB ...

Being A Digital Nomad Isn't For Everyone. Could You Handle It? https://t.co/0uzPF9B0VT https://t.co/0uzPF9B0VT ...

Core Insights - PNC Financial Services Group is enhancing its direct deposit market share by automating the payroll deposit switch process, which is expected to increase fee-based income [1][5] - The newly launched PNC Direct Deposit feature allows customers to set up direct deposits easily through the PNC Mobile app, streamlining the process [2][7] Product Features - PNC Direct Deposit offers a seamless experience for clients to update or change direct deposit preferences with minimal effort, eliminating the need for forms or phone calls [2][3] - The solution integrates the roles of employers, payroll providers, and banks into a single digital interface, developed in partnership with fintech Atomic [2] Management Commentary - Alex Overstrom, head of Retail Banking, emphasized that the integrated direct deposit solution enhances the client experience by simplifying the management of direct deposit preferences [4] Strategic Implications - The PNC Direct Deposit feature is a strategic tool for deepening customer relationships and increasing engagement with fee-generating products, supporting the bank's goal of expanding its non-interest income base [5] Performance Metrics - Over the past year, PNC shares have increased by 20.4%, while the industry has seen a growth of 34.1% [6]

Core Investment Themes - The current market is characterized by significant technological megatrends, including autonomous vehicles, digital assets, AI, and the digital economy, which present exciting investment opportunities [1] - Despite market volatility, these fluctuations are often temporary pauses in a larger upward trend [2] Company Opportunities - Uber Technologies, Coinbase Global, and Micron Technology are highlighted as top investment opportunities for the second half of 2025, each linked to high-growth secular themes and showing strong market performance [3][4] Uber Technologies - Uber is positioned as a leader in automated transportation, with a vision to integrate autonomous vehicles, which could enhance efficiency and profit margins [6] - The company has transitioned from operating losses to generating significant profits and free cash flow, with a projected earnings growth rate of 27.2% annually over the next three to five years [7] - Uber's stock is currently trading at 33 times forward earnings, which is considered reasonable given its growth potential, and it ranks sixth among S&P 500 performers year-to-date [8] Micron Technology - Micron is emerging as a key player in the AI infrastructure sector, providing essential high-bandwidth memory chips and DRAM solutions [10] - The stock has seen a significant increase in value, with analysts projecting a 46.5% sales growth this year and over 500% earnings growth, while trading at a reasonable valuation of 16 times forward earnings [12] - Micron's fundamentals are improving, and it is well-positioned to benefit from the ongoing AI-driven semiconductor cycle [13] Coinbase Global - Coinbase, the largest cryptocurrency exchange in the US, is benefiting from renewed institutional interest in digital assets and is positioned at the center of the evolving crypto-financial system [16] - The platform remains a leader in the market, offering various services for both retail and institutional investors, despite operating in a volatile sector [17] - Technically, Coinbase's stock is forming a bullish continuation pattern, with a potential breakout above the $365 resistance level [18] Conclusion - Uber, Micron, and Coinbase are not only trend followers but also core enablers of future growth in their respective sectors, making them attractive options for long-term tech-driven investment strategies [20][21]