So what do you make of this uh geopolitical tension weighing on the markets. Um you know yesterday there was a lot of optimism at least about inflation with CPI coming in softer than expected. I'm talking about the US markets right now.Do you think this will continue to weigh on the US markets throughout the day. Well um given that the US market has staged a very significant rally basically from bare market to bull market within two months. I think uh there are reasons to expect some pause in that rally or ...

传统搜索基于链接构建，而GEO的核心是语言。 图片来源： a16z Z Highlights 本文作者 Zach Cohen 和 Seema Amble 是 a16z 的合伙人。 Zach Cohen 专注于企业软件和人工智能领域的投资，特别是生成式 AI 、机器学习基础设施和开发者工 具。 Seema Amble 专注于全球软件即服务（ SaaS ）和金融科技领域的投资，特别是 B2B 金融科技、支付和垂直行业软件。这篇文章是 Zach Cohen 与 Seema Amble 共同参与的关于生成式搜索技术颠覆传统 SEO 生态的研究，于 2025 年 5 月 28 日发布在 a16z 官网。 我们熟知的搜索时代已近尾声，而营销人员对这一变革的感受颇为复杂。 二十余年来，搜索引擎优化（SEO）始终是网络曝光的核心策略。这一领域催生出完整的产业生态，涵盖关键词堆砌者、反向链接中介、内容优化师、审计 工具及运营这些环节的专业机构。但在2025年，搜索行为正从传统浏览器向大型语言模型（LLM）平台迁移。随着苹果宣布将Perplexity、Claude等原生AI 搜索引擎集成至Safari，谷歌的流量分发垄断地位受到 ...

After a lackluster start to the year, are we approaching a bigger breakout for the energy trade. Guy, I'm going to start with you. When you look at those charts, does it make you feel like it's only higher from here.First of all, welcome Courtney. It's always great having you. Number one.Number two, there have been many times that I've personally been faked out to the upside on these crude moves specifically on whatever this is, geopolitical risk or concern. But in terms of the stocks you just mentioned, ye ...

Core Insights - High Roller Technologies has partnered with Xpoint to utilize its geolocation and anti-fraud technology in Ontario, aiming to comply with local regulations [1][2] - The company has submitted its license application to enter Ontario's regulated online casino market, with plans to launch operations in the second half of 2025, pending approval [2] - High Roller Technologies operates premium online casino brands and offers a diverse portfolio of over 5,000 games from more than 90 providers, positioning itself in the rapidly growing multi-billion iGaming industry [4] Company Overview - High Roller Technologies is a leading global online gaming operator, known for its innovative casino brands, High Roller and Fruta, listed on the NYSE under the ticker ROLR [4] - The company provides a user-friendly real-money online casino platform, featuring enhanced search engine optimization, machine learning, and superior scalability [4] - High Roller Technologies is recognized as an award-winning operator, committed to innovation and excellence in the online gaming sector [5] Partnership Details - Xpoint's geolocation technology will enable High Roller to meet compliance requirements in Ontario through accurate location verification and fraud prevention [2] - Both companies express enthusiasm about the partnership, highlighting High Roller's commitment to premium products and Xpoint's innovative approach in the gaming industry [3]

2025年中国GEO行业研究（二） 认知战争2.0： 如何让品牌成为生成式AI的"标准答案" 2025 China GEO Industry 2025年中国GEO産業 概览标签：人工智能、AI搜索、GEO 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构 ，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展 ...

2025年中国GEO行业研究（二） 认知战争2.0： 如何让品牌成为生成式AI的"标准答案" 2025 China GEO Industry 2025年中国GEO産業 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名称之外的其他分支机构 ，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另 行标明出处者除外）。未经头豹研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改 编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹 研究院开展的所有商业活动均使用"头豹研究院"或" ...

Core Viewpoint - Oil-Dri of America (ODC) stock is considered an attractive investment opportunity due to its low valuation relative to its operational performance and financial stability [2][11]. Financial Performance - ODC has experienced significant revenue growth, with an average increase of 12.9% over the past three years, compared to 5.5% for the S&P 500 [5]. - The company's revenues rose from $430 million to $465 million in the last 12 months, reflecting an 8.2% increase, while quarterly revenues increased by 10.6% to $117 million [6]. - ODC's operating income totaled $62 million over the previous four quarters, with an operating margin of 13.3% [7]. - The net income for ODC was $46 million, resulting in a net income margin of 9.8%, which is lower than the S&P 500's 11.6% [7]. Valuation Metrics - ODC's price-to-sales (P/S) ratio is 1.5, compared to 3.0 for the S&P 500, indicating a lower valuation [6]. - The price-to-earnings (P/E) ratio for ODC stands at 15.5, significantly lower than the S&P 500's 26.4 [6]. - The price-to-free cash flow (P/FCF) ratio is 9.5, compared to 20.5 for the S&P 500, further highlighting ODC's attractive valuation [6]. Financial Stability - ODC's debt was reported at $58 million, with a market capitalization of $762 million, resulting in a low debt-to-equity ratio of 8.3% [8]. - The company's cash and cash equivalents amount to $23 million, leading to a cash-to-assets ratio of 6.4% [8]. Downturn Resilience - ODC stock has shown resilience during economic downturns, performing better than the S&P 500 in several instances [9]. - During the inflation shock in 2022, ODC stock dropped 41.5%, recovering fully by March 2023, while the S&P 500 experienced a peak-to-trough decline of 25.4% [10]. - In the COVID-19 pandemic, ODC stock decreased by 24.6% but also fully recovered by March 2021 [10]. - The stock declined 49.4% during the global financial crisis in 2008 but recovered by June 2010, outperforming the S&P 500's decline of 56.8% [11]. Overall Assessment - ODC's performance across growth, profitability, financial stability, and downturn resilience indicates a strong operational performance, making it a wise investment choice given its low valuation [11][13].

Welcome to very special conversation with uh Ray Dalio who has agreed to share with this audience thoughts that led him to publish his most recent book. Today we face a future in which growth is slow and that is very high. To me reading this book uh was a great um professional enjoyment because it is about a complicated topic.What a gift you are giving us uh with your time and your wisdom. I learned through my experience that many important things that uh came at me never happened in my life before but happ ...

Core Viewpoint - Interactive Brokers Group (IBKR) shares declined 3.4% following its exclusion from the S&P 500 index during the quarterly rebalance, leading to bearish sentiment among investors [1] Group 1: Market Performance - Online brokers, including IBKR, Robinhood, and Charles Schwab, have benefited from increased market volatility and client activity due to tariff concerns and geopolitical risks [2] - Over the past three months, shares of IBKR, Robinhood, and Schwab have rallied and outperformed the industry [3] Group 2: Company Developments - IBKR is enhancing its global presence through product diversification, including extending trading hours for Forecast Contracts and launching new investment products in various markets [7][8] - The company has introduced innovative trading options, such as Overnight Trading for U.S. stocks and ETFs, and commission-free trading through IBKR Lite [9][10] Group 3: Financial Performance - IBKR's net revenues have shown a compound annual growth rate (CAGR) of 21.8% over the last five years, with expectations for further improvement due to strong trading activity [11][12] - The company’s shares are currently trading at a price-to-tangible book (P/TB) ratio of 1.29X, significantly lower than the industry average of 2.88X, indicating a potentially undervalued stock [15][16] Group 4: Analyst Sentiment - Analysts have revised earnings estimates for 2025 and 2026 downward by 3.6% and 3.4%, respectively, reflecting bearish sentiment [19] - Despite the growth potential, rising non-interest expenses and geopolitical risks are concerns for analysts, leading to a Zacks Rank of 4 (Sell) for IBKR [23][24]

Core Insights - Onfolio Holdings Inc. has launched a Referral Partner Program aimed at enhancing the growth of its Generative Engine Optimization (GEO) business, which is designed to help businesses gain visibility in AI-generated responses [1][2][3] - The GEO discipline focuses on positioning businesses within AI-generated answers, rather than traditional search engine rankings, thereby increasing their visibility in real-time queries [2][3] Company Overview - Onfolio Holdings Inc. specializes in acquiring, operating, and scaling a diversified portfolio of digital companies, targeting businesses with strong cash flows and long-term growth potential [4] - The company adds value through operational expertise, strategic guidance, and advanced technologies, particularly focusing on under-optimized businesses with untapped potential [4]