Palo Alter Networks, one of the biggest winners right now in the S&P 500. The cyber security software company beating top and bottom line expectations for its quarter and giving strong guidance as well. CEO Nikesh Aurora joins us now first on CNBC.Nikesh, it's great to see you. Welcome. >> Nice to see you, Sarah.>> You you say that this reflects a fundamental market shift for consumers. Explain what you're seeing. Um I'm not sure I said consumers but I think what it would be meant is it reflects the fundame ...

Key Takeaways Tempus partnered with Northwestern to use its Lens platform in Alzheimer's genomic research. TEM teamed up with Boehringer Ingelheim to expand cancer pipeline research using AI insights.Tempus also collaborated with Stemline and Genialis to advance oncology treatments with AI platforms.Tempus AI, Inc. (TEM) is rapidly expanding its partnerships across oncology and neuroscience, leveraging its AI platforms — Lens and Next — to accelerate precision medicine.Tempus has entered into a multi-year c ...

RT s4mmy (@S4mmyEth)TradFi is betting on an altcoin season in Q4AI is a macro trend that's not going awayHere's the roundup of the latest DeAI news to get you up to speed🧵(1/14) https://t.co/0vScfU8gIX ...

RT s4mmy (@S4mmyEth)This pullback is a healthy reset before the next leg up.BMNR still needs to fill its $20bn ETH order, while eyes are on the Jackson Hole speech for signs of the money printer.Are you ready for AI silly season? TAO is looking primed. https://t.co/WmZOyoV205 ...

Canadian artificial intelligence firm Cohere has signed a non-binding agreement with Prime Minister Carney’s government to potentially expand the use of the technology in the public sector https://t.co/SK4fWUpsBM ...

oh, and there will be another AI szn!and it's probably going to be a lot more explosive than the one we had last yearlast week $MOBY announced their intention to migrate to BonkFunthen Yesterday #Project89 announced their intention to migrate to BonkFuneverything is aligning for an explosive AI season on BonkFunGOD WILLING ...

Core Insights - C3.ai, Inc. is experiencing significant growth in non-oil and gas sectors, with a 48% year-over-year increase in fiscal 2025 revenues, indicating a shift towards diversification as a key driver for enterprise AI adoption [1][9] Industry Expansion - In the manufacturing sector, C3.ai is enhancing its presence with clients like US Steel and Rolls-Royce, focusing on applications such as predictive maintenance and energy optimization, which are yielding measurable efficiency improvements [2] - The public sector is emerging as a vital area for growth, with state and local government revenues more than doubling in fiscal 2025, supported by 71 new agreements across 24 states, showcasing the platform's adaptability [3] - Life sciences are identified as a promising growth area, with major companies like GSK and Sanofi adopting C3.ai's solutions to improve clinical workflows and research data utilization [4] Strategic Alliances - C3.ai has renewed its strategic alliance with Baker Hughes through 2028, which has generated over $0.5 billion in revenues, reinforcing its oil and gas foundation while emphasizing the importance of diversification across 19 industries for long-term growth [5][6] Competitive Landscape - Competitors like Snowflake Inc. and Palantir Technologies Inc. are also expanding into AI-driven applications, with Snowflake reporting that nearly 90% of its top customers are engaging with AI and ML workloads, and Palantir securing a $10 billion agreement with the U.S. Army [7][8]

Detroit, Michigan--(Newsfile Corp. - August 19, 2025) - Artificial Intelligence Technology Solutions, Inc. (OTCID: AITX) (the "Company"), a global leader in AI-driven security and productivity solutions for enterprise clients, along with its wholly owned subsidiary Robotic Assistance Devices Group, Inc. (RAD-G) (collectively, the "Companies"), today announced the development of a proprietary Vision-Language Model (VLM) purpose-built for security applications. Unlike off-the-shelf models such as ChatGPT, Cl ...

Who do you worry more about, Open AAI or Anthropic. What we're betting on is to be the gateway for humans, right. And be the best user experience for AI.And so far, OpenAI is doing that better than Tropic. So I see them as a more serious competitor in 12 months. ...

Summary of Nexon Conference Call Company Overview - **Company**: Nexon - **Industry**: Ad Tech - **Focus**: Both supply side and demand side of advertising - **Valuation**: Close to four times forward EBITDA [2][3] Core Insights and Arguments - **Transformational Activity**: Nexon has undergone significant changes, including a rebranding and a series of acquisitions to enhance its product suite [3][4] - **End-to-End Strategy**: Nexon aims to provide a unified platform for advertisers and publishers, reducing intermediaries and enhancing efficiency [9][10] - **Data Importance**: Emphasis on data as a critical component for targeting and campaign performance, with a focus on audience identification [6][9] - **AI Integration**: Nexon is developing AI tools to automate campaign management and improve operational efficiency [17][19][26] Key Developments - **Acquisitions**: Nexon has acquired several companies, including Tremor Video DSP, RhythmOne, Unruly, and Amobi, to create a comprehensive ad tech platform [4][5] - **Nexon Data Platform**: This platform allows advertisers and publishers to onboard their data, providing insights and audience targeting capabilities [14][15] - **Partnership with VEDA**: A partnership with Hisense to leverage ACR data for connected TV advertising, enhancing targeting and measurement capabilities [45][46] Financial Performance and Outlook - **Q2 Earnings**: Nexon expects a contribution ex TAC of around $380 million, up approximately 11%, with EBITDA growth of around 9% to $125 million [66][72] - **Growth Strategy**: Aiming for a medium-term target of 10% CXT contribution ex TAC growth and adjusted EBITDA margins in the 40% range [72][74] - **Capital Allocation**: Shift from share repurchase to potential acquisitions, with a focus on smaller, strategic M&A opportunities [76][80] Additional Insights - **Market Positioning**: Nexon is positioning itself to compete with major players like Google and Facebook by offering integrated solutions for both advertisers and publishers [12][13] - **AI as a Competitive Advantage**: The integration of AI across its platform is seen as a differentiator that enhances customer experience and operational efficiency [25][35] - **Customer Trust in AI**: Building customer confidence in AI tools is crucial for achieving full automation in campaign management [31][32] Conclusion Nexon is strategically positioned in the ad tech industry with a focus on data integration, AI capabilities, and a comprehensive end-to-end platform. The company is optimistic about its growth trajectory and is exploring new avenues for expansion through acquisitions and partnerships.