Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is committed to using technology to enhance workflows and has a team with decades of expertise [4] - Proactive occasionally employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

User Growth and Engagement - Snapchat reaches over 75% of the 13-34 year olds in over 25 countries[7, 39, 61] - The company has more than 850 million monthly active users[7, 39] - Snapchat has 453 million average daily active users[41] Financial Performance - The company has ~$3+ billion in cash and cash equivalents consistently on the balance sheet[11] - The company's revenue accelerated to 16% year-over-year in 2024[83] - Adjusted EBITDA Margin expanded by approximately 500 bps year-over-year to 9% in 2024[83] - The company's TTM Revenue is $5361 million in 2024, compared to $404 million at IPO[79] - Adjusted EBITDA is $509 million in 2024, compared to $(459) million at IPO[79] - Snapchat+ has over 14 million subscribers, representing ~9% of revenue during Q4 2024[70] Market Opportunity - Worldwide digital ad spend is expected to grow by ~$351 billion from 2024 to 2028 at an 11% CAGR[18]

Core Insights - The shift from traditional SEO to AI-powered search necessitates that brands optimize their product data to enhance visibility and relevance in search results [1][2][3] - Generative AI is expected to significantly influence ecommerce, with predictions indicating it could impact up to 19% of global Cyber Five sales, equating to approximately $61 billion in spending [3] Company Developments - BigCommerce and Feedonomics have integrated the AI-powered search engine Perplexity to provide customers with enhanced product visibility in AI search results [1][2] - Feedonomics supplies Perplexity with pre-optimized, structured product data, improving the accuracy and contextual relevance of search results for merchants [2][3] Industry Trends - The emergence of agentic shopping, where AI agents assist consumers in their purchasing decisions, highlights the importance of high-quality product catalogs and optimized data transfers [4][5] - The demand for agentic experiences in shopping is growing, with consumers increasingly relying on AI for accurate product information and recommendations [5] Strategic Implications - Brands must ensure their product data is structured and accessible to AI search channels to drive relevance, customer loyalty, and growth in a competitive digital landscape [3][4] - The collaboration between BigCommerce, Feedonomics, and Perplexity aims to set a new standard for ecommerce search by delivering AI-ready data that enhances search experiences and conversion rates [5]

Company Overview - Amkor Technology is the largest OSAT (Outsourced Semiconductor Assembly and Test) company headquartered in the U S, with over 55 years of experience [5] - The company plans to break ground on a U S facility in 2025 [5] - Amkor's advanced packaging revenue CAGR (2019-2024) is 16% [5] - In 2024, advanced packaging accounted for 82% of Amkor's revenue [5] - Amkor's 2024 revenue was $6 3 billion, with capital expenditures of $744 million [5] Market and Strategy - The semiconductor market is projected to reach $1 trillion by 2030 [8] - Amkor focuses on industry megatrends such as 5G communications, HPC (High Performance Computing) and AI, automotive electronics, and IoT devices [18] - The company leverages advanced packaging leadership to optimize power, performance, and area [19] - Amkor has a broad geographic footprint with 13 million square feet (1 2M sqm) of manufacturing space [21] Financial Performance - Amkor expects 2025 capital expenditures to be around $850 million [42] - In 2024, Amkor's revenue was $6 318 billion, gross profit was $933 million, and operating income was $438 million [44, 45, 46] - The company's EPS (Earnings Per Share) in 2024 was $1 43 [47] - Amkor's free cash flow in 2024 was $359 million [51]

Join filmmakers Dave Clark and Junie Lau as they share their creative journey and production process behind their latest films made with Flow, Google’s new AI filmmaking tool, at Tribeca Film Festival. This abridged panel offers a deep dive into AI filmmaking production and is hosted by Matthew Carey, Director, Google Creative Lab, and Bryce Norbitz, Senior Director of Artist Programs at Tribeca Studio. #AIFilmmaking #GenerativeAI #GoogleDeepMind #Flow Watch their shorts here: https://labs.google/flow/tv/sh ...

Core Insights - Shopify (SHOP) shares have outperformed the broader Zacks Computer & Technology sector, gaining 8.4% over the past month compared to a 4.8% increase in the sector [1] - The growth in Shopify's merchant base is driven by its merchant-friendly tools, indicating strong adoption and promising prospects for the company [1] Financial Performance - In Q1 2025, Merchant Solutions generated revenues of $1.74 billion, representing 73.7% of Shopify's total revenues, with a year-over-year increase of 29% [2] - Gross Merchandise Volume (GMV) for Q1 2025 was $74.75 billion, reflecting a 22.8% year-over-year growth, driven by same-store sales growth and increased merchant numbers [3] Product and Service Expansion - Shopify's Shop Pay processed $22 billion in GMV in Q1 2025, marking a 57% increase year-over-year, with major brands adopting the tool [6] - Recent partnerships with Coinbase and Stripe allow merchants to accept USDC stablecoin payments, enhancing transaction efficiency [7] - Investment in AI-driven tools like Shopify Sidekick and Shop Inbox is improving customer engagement and operational efficiency [8] Partner Ecosystem - Shopify's extensive partner network, including TikTok, Roblox, and Google Cloud, is enhancing merchant reach and innovation [10][11] - Collaborations with Cognizant and Google Cloud aim to modernize retail platforms and provide personalized shopping experiences [12] - The partnership with Roblox opens new avenues for reaching younger audiences in digital commerce [13] Competitive Landscape - Shopify faces significant competition from Alibaba and Amazon, with Alibaba's ecosystem providing multiple revenue streams and improved monetization [14] - Alibaba's recent partnership with Xiaohongshu enhances merchant engagement through integrated product links [15] Earnings Estimates - The Zacks Consensus Estimate for Shopify's 2025 earnings is $1.40 per share, indicating a year-over-year growth of 7.69%, with revenues projected at $10.86 billion, reflecting a 22.27% increase [16] Valuation Concerns - Shopify's stock is currently considered overvalued, with a forward Price/Sales ratio of 12.05X compared to the industry average of 4.98X [17] Investment Outlook - Shopify is experiencing strong growth in its merchant base and expanding footprint, making it a potential long-term investment [21] - However, challenges such as competition, macroeconomic uncertainties, and inflation may impact future performance [21]

The rise of generative AI is a power-density story first and foremost. Hyperscale customers are already packing well over 100 kW of silicon into a single rack, a ten-fold jump in less than a decade, and industry surveys showI am a retired quant with a PhD in mechanical engineering. I started off my professional career as an engineer and eventually transitioned into a hybrid developer/quantative analyst role at the investment arm of one of the nation's largest insurance companies.I ended my career as a fixed ...

Key Takeaways MSTR has surged 27.7% YTD, outperforming MARA, RIOT, and TSLA despite trading 32% below its 52-week high. Strategy holds 592,100 Bitcoins, benefiting from strategic reserve policy by the Trump administration. Subscription revenues rose 62% YOY in Q1, driven by Strategy One.MicroStrategy (MSTR) , doing business as “Strategy,” shares closed at $369.70 on Friday, 32% below the 52-week high of $543 it hit on Nov. 21, 2024. Strategy shares have appreciated 27.6% year to date (YTD), while the Zack ...

[Music] Hello everyone. I need your help. I need your help to flip the script on the narratives we tell ourselves.I have for the past three years been leading the national AI center and I was employee number one and now we have reached over six million Australians. Now our mission is to accelerate positive AI adoption and innovation that helps business and community and we help businesses who are adopting AI and using AI and also those who are creating AI and as we have been meeting with thousands and thous ...

Core Insights - AMD has been lagging behind Nvidia in the global AI competition, with its valuation reflecting ongoing investor skepticism regarding its ability to compete in high-performance computing and generative AI [1] Group 1 - AMD's current market position indicates a struggle to gain traction against Nvidia in the AI sector [1] - Investor sentiment remains cautious about AMD's prospects in next-generation computing technologies [1]