A group of publishers has filed an EU antitrust complaint against Google over its use of AI Overviews, according to a report from Reuters last week. AI Overviews are AI-generated results trained on content across the internet that appears at the top of Google searches.The complaint comes from a group of independent publishers who want the EU to take some action against Google scraping and repackaging their content, according to a document seen by Reuters."Google's core search engine service is misusing web ...

Fortnite maker Epic Games settles antitrust case against Samsung | TechCrunch https://t.co/9NS2lcQ9iH ...

BATON ROUGE, La., July 07, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) (“Lamar” or the “Company”), a leading owner and operator of outdoor advertising assets, announced today that it has acquired the assets of Verde Outdoor in the first-ever UPREIT transaction in the billboard industry. The acquisition, which closed on July 2, brought more than 1,500 billboard faces, including 80 digital displays, across 10 states to Lamar’s portfolio. The acquisition expands Lamar’s presence in key ma ...

Core Insights - CyberArk Software (CYBR) and Zscaler (ZS) are significant players in the cybersecurity sector, focusing on different aspects of security, with CyberArk specializing in privileged access management and identity security, while Zscaler excels in secure access service edge and cloud security [2] - The cybersecurity market is expected to grow at a CAGR of 12.63% from 2025 to 2030, driven by advanced attacks and the proliferation of AI [3] CyberArk Stock Analysis - CyberArk is witnessing a shift in identity security, with machine identities now outnumbering human identities at a ratio of over 80 to 1, up from 45 to 1 a year ago [5] - The company is innovating with AI-based products like Secure AI Agents and CORA AI, enhancing its identity security platform [6] - CyberArk's acquisitions of Zilla Security and Venafi have bolstered its expertise in identity governance and machine identity, contributing to recurring revenues and market share [7] - The Zacks Consensus Estimate predicts revenue growth rates of 31% for 2025 and 19% for 2026, with bottom line growth rates of 26.4% and 25% respectively [8] Zscaler Stock Analysis - Zscaler is implementing strategies such as Zero Trust Everywhere and agentic SecOps to leverage the growing cybersecurity market [11] - The company reported over 210 Zero Trust Everywhere enterprises in Q3 of fiscal 2025, marking a sequential growth of 60% [12] - Zscaler faces challenges with rising sales and marketing (S&M) and research and development (R&D) expenses, impacting near-term profitability [13] - The company's fiscal 2026 earnings are projected at $3.08, indicating a year-over-year decline of 3.5% [14] Performance and Valuation Comparison - Year-to-date, CyberArk shares have increased by 19.6%, while Zscaler shares have surged by 74.4% [16] - CyberArk is trading at a forward sales multiple of 13.6X, compared to Zscaler's 6.65X, reflecting higher growth expectations for CyberArk despite appearing pricier [17] Conclusion - CyberArk is positioned for robust growth through acquisitions and innovation in identity and AI security, while Zscaler is facing near-term challenges with rising operating expenses [18] - CyberArk holds a Zacks Rank 2 (Buy), indicating a stronger investment case compared to Zscaler, which has a Zacks Rank 3 (Hold) [19]

Apple filed an appeal over the European Union’s $587 million fine on Monday – escalating a showdown over enforcement of a sweeping antitrust law targeting Big Tech firms.EU antitrust regulators slapped Apple with the first-of-its-kind fine in April after finding CEO Tim Cook’s firm prevented rival app developers from quickly steering customers to services outside its App Store.“We believe the European Commission’s decision — and their unprecedented fine — go far beyond what the law requires,” Apple said in ...

Exclusive: The Trump administration is signaling interest in finding a way to keep the Social Security retirement trust fund solvent https://t.co/E2NfH4zyPw ...

Core Viewpoint - The S&P 500 index is near all-time highs with a yield of approximately 1.3%, making it challenging for dividend investors to find high-yield stocks. However, W.P. Carey, with a yield of 5.8%, presents an attractive opportunity for those willing to invest when others are selling [1]. Company Overview - W.P. Carey is a net lease real estate investment trust (REIT) that primarily owns single-tenant properties, where tenants are responsible for most property-level expenses. It ranks second in the net lease REIT sector with a market cap of $13 billion, following Realty Income at $50 billion and ahead of NNN REIT at $8 billion [2]. - Net lease REITs are generally considered stable income stocks, with their business driven by sale/leaseback deals. However, higher interest rates have negatively impacted their profitability and ability to secure new deals, leading to a decline in W.P. Carey's stock, which is down about 30% from its 2019 highs [4]. Dividend Performance - W.P. Carey cut its dividend in 2023, while its peers, NNN REIT and Realty Income, have consistently increased their dividends for 36 and 30 years, respectively. Despite the cut, W.P. Carey has resumed increasing its dividend quarterly since then, indicating a recovery [5][7]. - The company’s focus has shifted away from the troubled office sector to more lucrative industrial, warehouse, and retail properties, which has improved its portfolio [7][8]. Growth Potential - The exit from the office sector has provided W.P. Carey with cash to invest in new properties, which is expected to enhance growth in the coming years. The company’s last dividend increase was over 3% year-over-year, compared to Realty Income's 0.2% increase [9][10]. - W.P. Carey incorporates inflation-linked rent escalators in its leases, which supports growth and differentiates it from peers that are less aggressive in this regard [10]. Investment Consideration - Investors often overlook W.P. Carey in favor of Realty Income or NNN REIT, but the company’s strong dividend growth history and differentiated property focus on industrial and warehouse assets make it a compelling addition to a net lease portfolio [11][12].

Google faces EU antitrust complaint over AI Overviews | TechCrunch https://t.co/X96gkDkyuE ...

Core Viewpoint - The Independent Publishers Alliance has filed an antitrust complaint against Google, alleging misuse of web content for AI Overviews in Google Search, which has led to significant harm for publishers, particularly in traffic, readership, and revenue loss [1] Group 1 - The complaint states that publishers do not have the option to opt out of their material being used in AI summaries unless they are willing to disappear from Google search results entirely [1] - Google has been adding AI-generated summaries to search results for over a year, and this feature is reportedly causing major traffic declines for news publishers [2] - Google argues that new AI experiences in Search create opportunities for content and businesses to be discovered, and claims about web traffic are often based on incomplete data [3]

Stock traders watch a so-called thrusting line as part of a pattern that indicates increasing demand for a particular stock. https://t.co/BQiPufSM8N ...