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Artisan Mid Cap Fund Trimmed Tyler Technologies (TYL) Due To Elevated Valuation
Yahoo Finance· 2025-10-16 12:03
Core Insights - Artisan Partners' "Artisan Mid Cap Fund" demonstrated strong performance in Q3 2025, with returns of 8.80% for both the Investor Class and Advisor Class funds, and 8.83% for the Institutional Class fund, significantly outperforming the Russell Midcap Growth Index's return of 2.78% [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Summary: Tyler Technologies, Inc. (NYSE: TYL) - Tyler Technologies, Inc. provides integrated information management solutions and services for the public sector, with a market capitalization of $21.72 billion as of October 15, 2025 [2] - The stock experienced a one-month return of -5.28% and a 52-week decline of 14.65% [2] - In Q2 2025, Tyler Technologies reported revenue of $596.1 million, reflecting a 10.2% increase compared to Q2 2024 [4] Investment Positioning - Artisan Mid Cap Fund trimmed its position in Tyler Technologies during Q3 2025, citing that the stock's valuation increasingly reflected the benefits of its transition to cloud-based subscriptions, which has accelerated revenue growth and margin expansion [3] - Despite the trim, the fund continues to hold Tyler Technologies in its portfolio, indicating ongoing confidence in its growth potential [3] - Tyler Technologies is not among the top 30 most popular stocks among hedge funds, with 46 hedge fund portfolios holding the stock at the end of Q2 2025, up from 44 in the previous quarter [4]
Kyivstar, Mastercard partner to support digital payments in Ukraine
Yahoo Finance· 2025-10-16 11:40
Core Insights - Kyivstar has formed a strategic partnership with Mastercard to enhance Ukraine's financial infrastructure and digital payment services [1][3] - The collaboration will leverage Starlink Direct to Cell technology to improve connectivity in underserved areas, facilitating financial transactions [2][4] - The partnership aims to develop new financial products using Big Data and analytics, focusing on personalized consumer offers and financial scoring solutions [4][5] Group 1: Partnership Objectives - The partnership seeks to strengthen the resilience of payment infrastructure and support the growth of the digital economy in Ukraine [5][6] - Specific agreements for individual projects will be signed, emphasizing shared strategic goals [4] - The collaboration will promote cashless payments among small and medium enterprises [5] Group 2: Technological Innovations - Starlink Direct to Cell technology will be tested within payment systems to enhance accessibility and resilience of financial services [2][3] - Advanced e-commerce technologies will be implemented to ensure high security standards and improve customer experience [4] - The partnership combines Mastercard's global payment expertise with Kyivstar's strengths in digital product development [3][6]
银行“置顶”科技人才 险企争抢AI精英
Nan Jing Ri Bao· 2025-10-15 23:41
Group 1 - The financial industry is accelerating its digital transformation, leading to a heightened demand for technology talent skilled in AI, big data, and blockchain [1][2] - Commercial banks are focusing on recruiting technology professionals to build a talent "moat" for their digital transformation efforts, with AI and big data specialists being the primary targets [1] - Agricultural Bank of China plans to recruit nearly 500 technology professionals for roles in system architecture, development, information security, and big data analysis [2] Group 2 - Insurance companies are increasingly competing for technology and algorithm talent, particularly in the AI sector, reflecting the industry's urgent need for digital transformation [2][3] - The "AI Star Program" by Taikang Insurance aims to integrate AI solutions into financial and healthcare scenarios, highlighting the focus on innovative business growth [2] - Collaboration between financial institutions and universities is essential for cultivating high-quality fintech talent, emphasizing the need for interdisciplinary education in finance and technology [3]
Why Shares of Constellation Energy Are Powering Higher Today
Yahoo Finance· 2025-10-15 16:52
Group 1 - Constellation Energy's stock is experiencing a rise due to positive news about a new project and a bullish analyst opinion, with shares up 2.9% as of 12:09 a.m. ET [1] - Analyst Sophie Karp from KeyBanc has raised the price target for Constellation stock from $357 to $417, predicting growth driven by the increasing value of data and the company's support for data center infrastructure [3] - The current closing price of Constellation stock is $389.56, which implies a potential upside of 7% based on Karp's new price target [4] Group 2 - Constellation Energy operates the largest nuclear fleet in the U.S. and is gaining attention from investors in the nuclear energy sector, particularly after announcing plans to restart the Three Mile Island nuclear power plant to support Microsoft's data center operations [4] - The company is viewed as a lower-risk investment in the nuclear energy space compared to newer entrants, consistently generating profits and appealing to conservative investors [5][7] - Despite the positive outlook from analysts, Constellation Energy is not included in a list of the top 10 stocks recommended by The Motley Fool Stock Advisor, which suggests that there may be other investment opportunities with potentially higher returns [8]
Top Big Data Stocks for Savvy Investors for a Data-Driven Future
ZACKS· 2025-10-15 15:11
Core Insights - The rise of Big Data is transforming various industries, particularly finance, healthcare, retail, and manufacturing, leading to significant growth opportunities [4] - Companies are leveraging Artificial Intelligence (AI) and advanced machine learning algorithms to process and analyze large volumes of data, enhancing operational efficiency and security [2][3] Industry Overview - The global Big Data market is projected to reach $401.2 billion by 2028, indicating a robust demand for data analytics and processing solutions [4] - Financial institutions are increasingly adopting Big Data and AI to improve client satisfaction, detect fraud in real-time, and develop targeted marketing strategies [3] Company Developments - NVIDIA (NVDA) is at the forefront of the Big Data revolution with its Blackwell GPU architecture, which enhances the training of advanced AI models and complex simulations [6] - Microsoft (MSFT) has transitioned to a cloud-first approach, establishing massive data centers to support the growing demand for data management and analytics services [8] - Moody's Corporation (MCO) has evolved from traditional bond grading to a data-driven advisory role, utilizing Big Data for risk assessment and compliance monitoring [9][10] - Dell Technologies (DELL) is focusing on building infrastructure capable of handling large data volumes, receiving over $12 billion in AI server orders in early 2025 [12][13]
AIQ: What Real Exposure To AI And Big Data Looks Like In An ETF (NASDAQ:AIQ)
Seeking Alpha· 2025-10-14 16:30
Core Insights - The Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) was launched on May 11, 2018, to provide investors with exposure to companies that may benefit from advancements in artificial intelligence and technology [1] Group 1 - The ETF aims to capture a diverse range of companies involved in the development and utilization of artificial intelligence [1]
X @Santiment
Santiment· 2025-10-13 18:03
RT Santiment (@santimentfeed)🧑💻 Here are crypto's top 10 AI & Big Data projects by development. Directional indicators represent each project's ranking positioning since last update:➡️ 1) @dfinity $ICP 🥇➡️ 2) @nearprotocol $NEAR 🥈📈 3) @injective $INJ 🥉➡️ 4) @oasisprotocol $ROSE📈 5) @livepeer $LPT📈 6) @iex_ec $RLC📉 7) @filecoin $FIL➡️ 8) @bittensor_ $TAO📈 9) @swarms_corp $SWARMS📉 10) @graphprotocol $GRT📖 Read about the @santimentfeed methodology for filtering notable github activity data from project reposi ...
X @Santiment
Santiment· 2025-10-13 15:31
Market Trends & Ranking - Top 10 AI & Big Data projects in crypto are ranked by development activity [1] - Directional indicators show each project's ranking change since the last update [1] Projects of Interest - Dfinity (ICP) and Near Protocol (NEAR) are among the leading projects [1] - Other notable projects include Injective (INJ), Oasis Protocol (ROSE), Livepeer (LPT), iExec (RLC), Filecoin (FIL), Bittensor (TAO), Swarms (SWARMS), and Graphprotocol (GRT) [1] Methodology - Santiment Feed's methodology filters notable GitHub activity data from project repositories [1] - This methodology is useful for crypto trading [1]
华南最大智算集聚区抛出“橄榄枝”,韶关大数据大赛启动
Nan Fang Du Shi Bao· 2025-10-12 06:13
Core Viewpoint - The fifth Guangdong Shaoguan Big Data Innovation and Entrepreneurship Competition aims to promote innovation in the big data industry and talent aggregation, supporting Shaoguan in becoming a national computing power hub in the Guangdong-Hong Kong-Macao Greater Bay Area and a computing power center in South China [1][3]. Group 1: Event Overview - The competition is themed "Intelligent Talent Gathering, Data Aggregation in Shaoguan, and Building New Computing Power Momentum" and is organized by the Shaoguan Municipal Government [1]. - The event has attracted over 1,000 projects since its inception in 2021, resulting in 17 successful enterprises, thereby continuously injecting new momentum into the development of Shaoguan's big data industry [3]. Group 2: Technological Focus - The event features discussions on AI technology trends and the development of the big data industry, addressing both opportunities and challenges in the digital age [5]. - Nearly 20 technical demands have been released, focusing on key areas such as intelligent manufacturing, green computing power, and smart cities, encouraging teams to transform innovative results into market applications [5]. Group 3: Support and Incentives - The competition includes dual tracks for enterprises and teams, with special awards for project incubation, technical cooperation, and talent introduction [5]. - Winning teams can benefit from Shaoguan's "Hundred Teams, Thousand Talents, Ten Thousand Craftsmen" talent policy, which offers various supports such as venue subsidies and R&D grants [5]. Group 4: Upcoming Events - The semifinals and finals of the fifth Guangdong Shaoguan Big Data Innovation and Entrepreneurship Competition are scheduled to take place in November this year [5].
促创新链与产业链深度融合 2025中国自动化大会在哈尔滨召开
Zhong Guo Xin Wen Wang· 2025-10-12 02:45
Core Insights - The 2025 China Automation Conference (CAC2025) was held in Harbin, attracting over 3,500 representatives from academia and industry, focusing on the theme "Empowering the Future with Intelligence" [1][2] - The conference serves as a platform for showcasing innovations in automation and aims to facilitate dialogue between universities and enterprises to drive technological advancements and industrial layout [2][3] Group 1: Conference Overview - The conference is organized by the China Automation Society and supported by Harbin Engineering University, Harbin Institute of Technology, and Harbin University of Science and Technology [1] - It highlights the integration of automation with artificial intelligence and big data, emphasizing the rapid development and deep fusion of these technologies [2] Group 2: Academic and Industry Engagement - The event featured expert reports on topics such as "Intention-Driven Intelligence," "Manufacturing Automation in the AI Era," and "Digital Twin Technology in Unmanned Ship Control" [2] - A total of 36 parallel sessions were held, with over 300 experts sharing the latest academic advancements and discussing the future of the industry [3] Group 3: Innovation and Talent Development - The conference included an inaugural cross-disciplinary exchange for young talents, featuring forums for young scientists, doctoral students, and career development discussions [7] - It showcased core innovations and future industrial cluster layouts from leading companies in the automation sector, providing immersive experiences with cutting-edge technologies [3][5]