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X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-10 20:58
source is @Adam_Tehc's Dune dashboard which is the most reliable source of launchpad data: https://t.co/QXtvFBaXV5 ...
Root, Inc. Schedules Conference Call to Discuss Second Quarter 2025 Financial Results
Globenewswire· 2025-07-10 20:30
Company Overview - Root, Inc. is the parent company of Root Insurance Company, founded in 2015 and based in Columbus, Ohio [3] - The company aims to revolutionize insurance through data science and technology, providing a personalized and fair experience for consumers [3] - The Root app has over 15 million downloads and has collected more than 32 billion miles of driving data to inform its insurance offerings [3] Upcoming Financial Results - Root, Inc. plans to host a conference call on August 6, 2025, at 5:00 p.m. Eastern Time to discuss its financial results for the second quarter of 2025 [1] - The second quarter results will be released on the Investor Relations section of the company's website following the close of financial markets on the same day [1] Conference Call Details - The participant toll-free dial-in number for the conference call is 1 (877) 269-7751, and the toll dial-in number is 1 (201) 389-0908 [2] - A webcast of the conference call will be available at https://ir.joinroot.com/news-events/events, with a replay available for on-demand viewing shortly after the call [2]
Varonis Announces Date of Second Quarter 2025 Financial Results
Globenewswire· 2025-07-10 20:05
MIAMI, July 10, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, announced that it will report its second quarter 2025 financial results following the close of the U.S. financial markets Tuesday, July 29, 2025. In conjunction with this announcement, Varonis will host a conference call Tuesday, July 29, 2025, at 4:30 p.m. ET to discuss the company's financial results. To access this call, dial 877-425-9470 (domestic) or 201-389-0878 (international). The conference I ...
Why Micron Stock Jumped 46% in the First Half of the Year
The Motley Fool· 2025-07-10 19:04
AI and chip stocks have been among the winners this year, despite a crash in April following President Donald Trump's "Liberation Day" tariffs announcement. And Micron (MU 0.10%) has been one of the top performers in the sector.The memory chipmaker has continued to deliver strong growth, especially in artificial intelligence (AI) and the data center. It has also benefited from a return in overall bullishness among investors as the stock rose 46% through the first six months of 2025, according to data from S ...
NetApp (NTAP) Update / Briefing Transcript
2025-07-10 19:00
NetApp (NTAP) Update Summary Company Overview - **Company**: NetApp (NTAP) - **Date of Briefing**: July 10, 2025 - **Focus**: Intelligent data infrastructure for AI Key Industry Insights - **AI Adoption**: The industry is at a critical juncture in AI adoption, with many organizations struggling to deliver ROI on AI investments. Approximately 85% of AI projects fail to reach production [8][9][12]. - **Enterprise AI Maturity**: There is a shift from experimentation to production, with organizations seeking more certainty in AI outcomes. This is leading to a focus on enterprise-class IT services, including manageability, high availability, security, and data governance [9][10][12][14]. - **Data Utilization**: Successful AI implementation relies on leveraging existing enterprise data. Organizations are beginning to focus on extracting value from latent data for AI use cases [11][14]. Company Strategy and Positioning - **AI Solutions**: NetApp has been involved in AI solutions for over seven years and is evolving its portfolio to better manage AI workloads. The company emphasizes the importance of unifying data management across various AI workloads [39][40]. - **Regulatory Environment**: The emergence of regulations, such as the AI Act in the European Union, is creating a demand for better data governance and management, positioning NetApp favorably in the market [36][38]. - **Competitive Landscape**: NetApp differentiates itself by offering a flexible data infrastructure that supports both cloud and on-premises solutions, allowing customers to balance their investments effectively [58][60][91]. Product and Technology Insights - **Data Management**: NetApp is focused on creating a global metadata space to enhance data classification, quality, and lineage, which is crucial for AI applications [54][55]. - **Storage Solutions**: The company is adapting its storage solutions to meet the performance requirements of AI workloads, including fast file and object storage [66][70]. - **Partnerships**: Key partnerships with companies like NVIDIA and Intel are enhancing NetApp's capabilities in AI, particularly in inferencing and model building [93][94]. Market Trends and Challenges - **Emerging Players**: The AI market is seeing an influx of new entrants, but many lack the ability to manage data effectively across multiple workloads, which is a strength for NetApp [82][86]. - **Bottlenecks in AI**: Storage can be a bottleneck in AI workflows, but NetApp is actively working to ensure its solutions meet the evolving performance standards required by AI applications [75][76]. Conclusion NetApp is strategically positioned to capitalize on the growing demand for AI solutions by leveraging its extensive experience in data management and its partnerships with key technology players. The company is focused on addressing the challenges of AI adoption and ensuring that its solutions are adaptable to the changing needs of businesses.
Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception
Prnewswire· 2025-07-10 18:40
Core Insights - Fundstrat Capital's Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has achieved over $1.5 billion in assets under management (AUM) since its launch on November 7, 2024, with a return of 13.40% as of June 30, 2025 [1][2] Company Overview - The milestone of reaching $1.5 billion in AUM reflects strong investor support and trust in the GRNY ETF [2] - Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, highlighted the appreciation from GRNY holders for the weekly videos that clarify investment decisions and macroeconomic insights [2] Investment Strategy - GRNY's investment framework combines long-term structural themes such as millennial-driven demand, technological innovation, and monetary easing with short-term tactical signals like style rotation and shifts in PMI [2]
X @Token Terminal 📊
Token Terminal 📊· 2025-07-10 18:14
RT Token Terminal 📊 (@tokenterminal)🚨 Exciting news.Token Terminal's fee & revenue data is now live on @coingecko.By combining CoinGecko’s comprehensive market data with Token Terminal’s fundamental onchain metrics, we’re setting a new standard for data transparency in crypto.Learn more 👇 https://t.co/kfKdgVOsne ...
MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?
ZACKS· 2025-07-10 17:26
Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...
X @Bloomberg
Bloomberg· 2025-07-10 16:19
The Schwarz Group, Germany’s largest retailer and owner of supermarket chain Lidl, is planning to pitch the government to be the lead developer of a major data center central to Europe’s AI efforts https://t.co/ANeoe0b2ar ...
How we get tricked by big data | Alicia Margono | TEDxUBC
TEDx Talks· 2025-07-10 15:30
When I turned 25, I was gifted a whole host of things. Anxiety, back pain, and ADHD diagnosis. But I thought, you know, at least my brain is fully developed now.So, who else has heard that. That your prefrontal cortex fully develops by 25. Congratulations.You fell for the same lie that I did. So there has not been a single study that actually says your brain fully develops by 25. What happened was that there were a series of studies then that showed different levels of maturity between your late teenage yea ...