Group 1 - New Jersey Resources Corporation (NYSE: NJR) is highlighted as a strong player among mid-cap regulated utilities due to its balanced portfolio and expanding core utility franchise [1] - The management of New Jersey Resources Corporation has a clear strategy for further earnings growth, indicating a positive outlook for the company's financial performance [1] Group 2 - The company benefits from a well-defined utility franchise that is positioned for growth, which is crucial for attracting potential investors [1]

Warner Bros. Discovery (NASDAQ: WBD ) has fallen from investor grace since the 2021 peak, yet the operating picture has quietly improved. In the most recent quarter , the company generated $2.1 billion of adjusted EBITDA on $8.979 billion of revenue, while free"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I ...

Just talk about the euphoria around how generative AI is going to be helping the AI offering and advertising offering, but is it going to impact companies and people. So everyone is in agreement that AI is going to lower the barrier to entry for advertising. Where is all the friction been in the creative in ad buying process.Generating creative. Figuring out where you're going to invest your dollars, launching those ads and auto optimizing experiences, and ultimately getting reporting back where the frictio ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Viewpoint - Innodata (INOD) shares are trading at a premium with a forward 12-month Price/Sales (P/S) ratio of 4.65X, significantly higher than the Zacks Computer Services industry average of 1.79X [1][8]. Financial Performance - Innodata shares have declined 0.8% year to date (YTD), underperforming the industry and the Zacks Computer & Technology sector, which returned 1.4% and 1.1% respectively [6][8]. - The Zacks Consensus Estimate for second-quarter 2025 earnings is 11 cents per share, down 39% over the past 60 days, compared to break-even earnings in the year-ago quarter [12]. - The consensus mark for 2025 earnings is 69 cents per share, reflecting a 6.8% decrease over the past 60 days, indicating a 22.47% year-over-year decline [12]. Investment and Growth Strategy - The company plans to invest $2 billion in AI technology to support its largest customer in the second quarter of 2025 [10]. - Innodata's Generative AI Test & Evaluation Platform, powered by NVIDIA technology, aims to enhance AI trustworthiness and accelerate model development [13]. - The company expects 2025 revenues to increase by 40% year over year to $238.6 million, driven by an expanding clientele [16]. Market Position and Client Acquisition - Innodata is expanding relationships with key customers, including securing approximately $8 million in new engagements from four Big Tech customers [14]. - The company is onboarding major clients in enterprise tech, cloud software, digital commerce, and healthcare technology, which are expected to provide significant growth potential [15]. - Innodata serves the generative AI IT services market, projected to be worth $200 billion by 2029, indicating substantial growth prospects [17].

Core Perspective - Shutterstock is redefining its brand identity and offerings to enhance its role in the creative industry, focusing on AI-powered solutions to empower businesses and creatives [1][4][8] Company Overview - Shutterstock has over two decades of experience supporting creative successes across various industries, including entertainment, tech, finance, and healthcare [4] - The company aims to provide scalable creative and generative AI solutions to meet modern storytelling demands [1][4] New Offerings - The company has launched an Unlimited downloads subscription, allowing individual users access to unlimited downloads from a library of over 80 million high-quality images, videos, and audio content [5] - Generative AI Pro is a new offering designed for business use, enabling the creation of high-quality visuals at 4K resolution, enhancing creative variety and brand relevance [5][6] AI and Data Solutions - Shutterstock's AI offerings include a proprietary Model Recommender that selects the best-fit model for each prompt, ensuring higher quality results [6] - The company provides one of the largest rights-cleared multimodal datasets for AI model builders, evolving with content refreshes and new asset types [10] Creative Production and Distribution - Shutterstock Studios offers a streamlined, end-to-end creative production model, leveraging advanced production tools to meet the content needs of major marketers [10] - GIPHY Ads expands Shutterstock's capabilities in creative content distribution, connecting brands with customers through engaging ads [10] Strategic Developments - The rebrand coincides with a merger agreement between Shutterstock and Getty Images, aimed at creating a premier visual content company [9]

11 June 2025 Mid-year outlook Multi-Asset Multi-Asset Direction H1 = uncertainty = risk-off in H2? H1 has been all about high levels of uncertainty, whether among companies, central banks or in politics. But when looking at past spikes in economic policy uncertainty, we find that risk assets typically rebound rather than suffer further. What's the next catalyst? One of the most frequent questions we're currently getting is what the next upside catalyst will be. Persistently subdued sentiment and positioning ...

June 12, 2025 05:08 AM GMT REITs / CRE How GenAI May Reshape the Real Estate Industry | M | | | | | --- | --- | --- | --- | | June 12, 2025 05:08 AM GMT | REITs / CRE | | | | How GenAI May Reshape the | Real Estate Industry | | | | What's Changed | CBRE Group Inc (CBRE.N) | From | To | | Price Target | $160.00 | $170.00 | | | Cushman & Wakefield PLC (CWK.N) | Price Target | $14.00 | $14.50 | | We analyze how Generative AI usage from Anthropic's Economic | Index across 23 occupational categories may reshape ...

Investment Rating - The report upgrades the investment rating for several companies, including Cambricon, SMIC, AMEC, and VeriSilicon to "Buy" [3][70]. Core Insights - The semiconductor demand in the China market continues to grow, supported by advancements in generative AI, RISC V technology, and local suppliers gaining market share [2][4]. - Integrated circuit (IC) production in China showed a year-on-year growth of 4.0% in April 2025, while the import value increased by 8.9% year-on-year in May 2025 [4][22]. - The total revenue for semiconductors in China was reported at US$16.2 billion in April 2025, reflecting a 14.1% year-on-year increase [5][38]. Summary by Sections IC Production and Imports - IC production volume in April 2025 was 42 billion units, with a year-on-year growth of 4.0% [4][39]. - IC import volume increased by 9.9% year-on-year to 50 billion units in May 2025, while the import value rose by 8.9% year-on-year to US$34 billion [11][32]. - The average selling price (ASP) of IC imports decreased by 1% year-on-year in May 2025 [11][24]. Revenue Growth - The semiconductor sector's total revenue in April 2025 was up 14.1% year-on-year, indicating sustained growth in the industry [5][38]. - Taiwan's semiconductor companies reported a revenue growth of 25.3% year-on-year in May 2025 [9][42]. Inventory and Market Dynamics - The days of inventory (DOI) for China's electronics sector was 59 days in April 2025, lower than the historical average, indicating a healthy inventory level [28][9]. - Increased capital expenditure (capex) plans from local suppliers are expected to drive further market share expansion in the semiconductor sector [4][15].

Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting affiliations with prestigious institutions and experience in financial advisory, particularly in banking and mergers & acquisitions [1]. Group 1 - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. - The professional experience includes working at Deloitte Financial Advisory, specializing in banking and mergers & acquisitions [1]. Group 2 - The author's interests include machine learning and generative AI applications in finance and economics [1]. - The author is proficient in programming languages such as Python, R, and SQL [1].