Gamified mobile learning company Duolingo (DUOL 1.35%) has been a market-crushing investment. The stock closed its first day of trading in 2021 at $139 per share. As of this writing, just four years later, it's trading at over $520 per share, up 276% and trading near an all-time high. For perspective, the S&P 500 is up just 34% during this time.Duolingo is outrunning the market for at least two simple reasons. First, it's growing like a weed. Second, it's actually quite a profitable business. The end result ...

Cerence (CRNC) FY 2025 Conference May 29, 2025 10:50 AM ET Speaker0 Morning, everybody. We're continuing on with our next session. Very pleased to have Cerence with us at the conference for a fireside chat. Lots of very interesting topics to talk about in in automotive, AI. From the company, we're very pleased to have Tony Rodriguez, executive vice president and CFO, of of the company. We'll keep it to a fireside chat session. If you do have any questions in the room, feel free to raise your hand. We'll get ...

JFrog (FROG) FY 2025 Conference May 28, 2025 11:25 AM ET Speaker0 Okay, thank you. Everybody, I'm Andrew Sherman, software analyst at TD Cowen. Pleased to have Jeff Schreiner, Head of IR at JFrog. Thank you for being here. Speaker1 Thank you for having us. Speaker0 And a quick mention for Xdl II. We appreciate your vote if you think we've earned it. Thank you very much. So it's been a busy past year for JFrog. Let's just recap the quarter, which was a good one, and some new interesting stuff going on. So th ...

[Music] Hello everyone wherever you are in the world today. Welcome to this DDN technical webinar. I'm Joel Kaufman, senior technical product specialist for DDN. And today I'm talking with Kevin Cochran, chief marketing officer of Vulture. And as the topic says on screen, we are going to be discussing how to build scalable foundations for large language models and frankly for most any type of AI. Kevin, welcome to the webinar. Great. So great to be here Joel. Looking forward to today's webinar and discussio ...

ESCONDIDO, Calif., May 27, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leading provider of rugged, enterprise-class compute solutions for AI, machine learning (ML), and sensor processing at the edge, and an NVIDIA TIER 2 OEM and a NPN Elite Partner, today announced its participation in the upcoming NVIDIA GTC Paris Conference. The event takes place at the Paris Expo Porte de Versailles in Paris, France, on June 11–12, 2025. “NVIDIA is a valued long-time partner,” st ...

NVIDIA Corporation (NVDA) is set to report first-quarter fiscal 2026 results on May 28.The company expects revenues of $43 billion (+/-2%) for the quarter. The Zacks Consensus Estimate is pegged at $42.71 billion, which indicates a whopping 64% increase from the year-ago reported figure.The Zacks Consensus Estimate for quarterly earnings has moved down a penny to 87 cents per share over the past 30 days. This suggests year-over-year growth of 42.6% from the year-ago quarter’s earnings of 61 cents per share. ...

FUTURE OF TECH 15 May 2025 India Technology, Media & Internet Future of Tech - Agentic AI & LLMs - Takeaways from our conference Rahul Malhotra +65 6326 7642 rahul.malhotra@bernsteinsg.com Bernstein hosted its Future of Tech conference in Singapore on 14th May 2025 with a panel discussion on Agentic AI and LLM capabilities. We had COO & Co- Founder of AI Rudder (private, voice AI platform) and Head of AI at Straive (private, AI analytics) to discuss Agentic AI & LLMs and how they will impact the future of T ...

Summary of ACV Auctions (ACVA) FY Conference Call - May 13, 2025 Company Overview - **Company**: ACV Auctions (ACVA) - **Industry**: Automotive auction and technology services Key Points and Arguments Financial Performance - **Record Revenues**: The company reported a 25% year-on-year revenue growth for the quarter, with adjusted EBITDA growing over 200% year-on-year, indicating strong leverage in the business model [6][7][8] - **Guidance Maintenance**: The company maintained its full-year guidance, indicating confidence in its operational performance despite market noise [7][15] Market Share and Growth - **Consistent Market Share Gains**: ACV Auctions has been consistently gaining market share, attributed to a strong core marketplace and growing interest in value-added services [6][10] - **Annual Perspective on Share Gains**: The management emphasized that evaluating share gains on an annual basis is more meaningful than quarterly fluctuations [10][12] Industry Context - **Wholesale Market Outlook**: The company expects the wholesale market to remain flat or slightly up/down, which is reflected in their guidance [14][15] - **Impact of Tariffs**: Management expressed comfort with their guidance range despite potential tariff impacts, citing flexibility in their business model [13][15] Network Effects and Data Utilization - **Network Effects**: The company highlighted the importance of network effects, where increased supply and demand lead to better data, which in turn enhances product offerings [16][18] - **Data-Driven Products**: ACV Auctions is leveraging data from over a million inspections annually to predict vehicle values, which is a significant competitive advantage [17][32] Product Development and Innovations - **Key Product Offerings**: The company is excited about its ability to predict vehicle prices, which is central to several product offerings like ClearCar and ACV Max [28][30] - **Guaranteed Sales Model**: The introduction of guaranteed sales is expected to enhance revenue and margins, with a significant percentage of cars sold through this model [35][39] Commercial Strategy - **Expansion into Commercial Sector**: The company is working on expanding its commercial business, with plans to open new locations and enhance reconditioning capabilities [58][60] - **Partnerships with OEMs**: ACV Auctions is exploring partnerships with OEMs for trade-in platforms, indicating potential growth in off-lease vehicle transactions [47][50] Challenges and Future Outlook - **Trust Building**: The management identified building trust with dealers as a key challenge for growth, emphasizing the need for a reliable supply and demand balance [19][20] - **Adoption of New Models**: The company is focused on changing dealer perceptions regarding auction processes to drive adoption of their new models [65][66] Conclusion - **Long-Term Vision**: ACV Auctions is positioned to leverage its data and technology to enhance its marketplace, with a focus on delivering superior experiences for both buyers and sellers [71][72]

Core Insights - Microsoft is renegotiating its agreement with OpenAI to safeguard its $13 billion investment and ensure access to future technologies as OpenAI considers a potential IPO [1][2] - OpenAI is transitioning from a nonprofit to a for-profit public benefit corporation, which allows for greater flexibility and potential for an IPO [3][6] - The partnership restructuring is a strategic move for Microsoft, allowing it to maintain access to OpenAI's innovations without full control [9][10] Company Developments - OpenAI has evolved into a competitor to Microsoft, launching consumer tools, APIs, and enterprise deals that overlap with Microsoft's offerings [1][8] - The initial investment from Microsoft in OpenAI was $1 billion, which has since grown to approximately $13 billion, reflecting the increasing value of OpenAI's technologies [4][5] - OpenAI's shift to a for-profit model is driven by the need for more funding, as venture capitalists are hesitant to invest in capped-profit structures [5][6] Market Implications - An IPO for OpenAI could provide retail investors with opportunities to invest in AI innovations, potentially leading to new investment capital for growth [3] - The competition between OpenAI and Microsoft includes direct overlaps in product offerings, such as ChatGPT versus Microsoft Copilot and OpenAI's API versus Azure's OpenAI services [11] - OpenAI's hiring of Instacart CEO Fidji Sumo indicates a stronger commercial focus, further intensifying competition with Microsoft [8]

Core Viewpoint - The stock market, particularly the S&P 500, is generally efficient in pricing future economic expectations, but certain stocks may disconnect from broader market trends, presenting investment opportunities [1][2] Group 1: Cleveland-Cliffs Inc. (NYSE: CLF) - Cleveland-Cliffs stock is currently priced at $7.37, representing a 39% drop from its 52-week high, indicating that worst-case scenarios for the U.S. industrial sector may already be priced in [3][4] - Analysts project a 12-month price forecast of $15.49 for Cleveland-Cliffs, suggesting a potential upside of 110.29% from current levels, with a consensus indicating a moderate buy rating [3][5] - The stock's risk-to-reward ratio is favorable for bullish investors, with a consensus price target of $15.5 per share, indicating a significant rebound potential [5] Group 2: Wayfair Inc. (NYSE: W) - Wayfair's current stock price is $39.59, with a 12-month price forecast of $46.46, indicating a 17.36% upside potential [6][7] - The stock trades at 43% of its 52-week high, attracting capital as investors anticipate a rebound in the home furnishing market as real estate stabilizes [7][8] - Analysts from Mizuho have set a price target of $50 per share for Wayfair, suggesting a potential upside of 53% from current levels [10] Group 3: Reddit Inc. (NYSE: RDDT) - Reddit's stock is currently priced at $111.30, with a 12-month price forecast of $140.35, indicating a 26.10% upside potential [11] - The stock has fallen to 47% of its 52-week high, and recent quarterly earnings results suggest that the current price does not reflect the company's financial performance [11][12] - Institutional investors, such as the Vanguard Group, have increased their holdings in Reddit, showcasing confidence in its future, with Citigroup analysts maintaining a buy rating and a valuation of $158, indicating a 46% upside [13]