Today we launched a new product called ChatGPT Agent.Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that may sound—it can think for a long time, use some tools, think some more, take some actions, think some more, etc. For example, we showed a demo in our launch of preparing for a friend’s wedding: buying an outfit, booking travel, choos ...

Key Takeaways Comfort Systems is gaining from tech-driven demand, modular builds, and a $6.9B project backlog. Carrier expects mid-single-digit sales growth in 2025, with EPS up nearly 20% on pricing and productivity. FIX shares rose 57.1% in 3 months vs. CARR's 25.9%, with faster earnings growth and a premium valuation.Comfort Systems USA (FIX) and Carrier Global (CARR) both operate in the HVAC space, but they occupy distinct niches. Comfort Systems is a leading commercial HVAC contractor focused on desi ...

There's little doubt that Nvidia NVDA is the stock of the decade so far, and as it hit a $4 trillion valuation, there remains plenty of optimism for further sustained growth. Nvidia was up 17.65% in the first half of 2025 amid challenging economic conditions for many Wall Street tech firms amid President Trump's bold strategy on reciprocal tariffs. However, the chipmaker has been buoyed by the gains made by its products in training leading artificial intelligence models, which has fueled global demand. This ...

Group 1 - The core viewpoint of the articles highlights the rapid growth and strategic positioning of HeKang New Energy Technology Co., Ltd. in the green energy sector, particularly in energy management and storage solutions [1][2] - HeKang New Energy has achieved a revenue of 3.915 billion yuan in 2024, marking a year-on-year increase of 512.04%, with this revenue constituting 81.98% of its total operating income [1] - The company has successfully turned a profit due to the high growth of its photovoltaic EPC business, recovery in the profitability of its high-voltage inverter business, and effective cost management [1] Group 2 - Guotou Securities has initiated a "buy" rating for HeKang New Energy, citing the company's strong backing from Midea Group, which is expected to enhance its overseas business development [2] - The company is focusing on three main areas: high-voltage inverters, distributed photovoltaic EPC, and household energy storage, which are expected to benefit from Midea Group's comprehensive support [2] - HeKang New Energy's high-voltage inverter business is operating steadily, with a rich product matrix and orderly capacity expansion, while its new energy business is significantly scaling up [2]

RT Alex | ∑: (@0xAlexjultz)Very interesting to see how the narrative has shifted, more and more builders are finally putting users at the center, rather than focusing on the underlying tech.I really believe that building with a long-term mindset, instead of chasing short-term hype, is the way to create something that actually lasts. That shift in thinking feels like a step forward towards onboarding web2 users.What stood out to me is how grounded a lot of these founders are. There's less noise about abstrac ...

RT Shinobi (@brian_trollz)Last week I went over the nuances of Trustodial systems in categorizing them. Today I wrote a follow up article looking at the dynamics of on-chain fees and how they affect someone's ability to self custody.Find the article below: https://t.co/aSBBEoaldO ...

Industry Overview - LiDAR technology is gaining traction in the automotive sector, particularly in premium vehicles and robotaxis, due to its capabilities in 3D mapping and object detection, enhancing advanced driver-assistance systems (ADAS) and autonomous driving applications [1][2] - The market for LiDAR is projected to reach a $19 billion addressable market by 2030, indicating significant growth potential [5] Company Analysis: Ouster, Inc. (OUST) - Ouster is positioned to benefit from the increasing adoption of LiDAR across various sectors, including automotive, industrial, robotics, and smart infrastructure [4] - The 2023 merger with Velodyne has expanded Ouster's product lineup and customer base, with a target of over $75 million in annual cost synergies [4] - Management projects Q2 2025 revenues between $32 million and $35 million, focusing on software-attached solutions and product upgrades [4] - Ouster is transitioning from hardware sales to software-driven offerings, aiming for 30-50% annual revenue growth and gross margins of 35-40% [5] - Despite revenue growth, Ouster remains unprofitable and anticipates continued cash burn through at least 2026, although it has a solid balance sheet with $171 million in cash and no debt [6] Company Analysis: Luminar Technologies (LAZR) - Luminar has established itself as a key player in the automotive and industrial LiDAR markets, with partnerships with major OEMs like Volvo and Caterpillar [7] - The company is focusing on core technologies to streamline operations, achieving $80 million in cost savings through its industrialization partnership [8] - Luminar expects over $100 million in annualized cost savings and aims to triple production volume to enhance economies of scale [8] - The company has reduced its debt from $625 million to $185 million, indicating a disciplined financial approach [9] Financial Estimates - The Zacks Consensus Estimate for OUST's 2025 revenues and EPS implies a year-over-year increase of 29.1% and 16.4%, respectively [11] - In contrast, LAZR's 2025 revenues and EPS are expected to increase by 14.9% and 53.4%, with EPS estimates rising by 12.1% over the past 60 days [12] - OUST is trading at a forward price-to-sales multiple of 8.45, while LAZR is at 1.34, indicating differing valuations [13] Market Performance - OUST shares have gained 131.6% year to date, while LAZR shares have decreased by 47% in the same period [17]

Core Insights - Netflix is expected to report second-quarter 2025 results on July 17, forecasting a revenue increase of 15.4% to $11.035 billion, driven by price changes, membership growth, and advertising revenue [1][6][20] - The consensus revenue estimate is $11.05 billion, indicating a year-over-year growth of 15.63% [2] - Projected earnings per share are $7.03, slightly below the Zacks Consensus Estimate of $7.06, which has increased by 0.1% over the past month [2] Revenue Growth Expectations - Total revenues for Q2 2025 are anticipated to be $11.035 billion, reflecting a 15% year-over-year growth [2][14] - Specific regional revenue estimates include $1.31 billion for Asia-Pacific (25.1% growth), $1.36 billion for Latin America (13% growth), $3.46 billion for EMEA (15.3% growth), and $4.91 billion for UCAN (14.4% growth) [14][15] Earnings Performance - In the last quarter, Netflix achieved an earnings surprise of 16.17%, consistently beating the Zacks Consensus Estimate over the past four quarters with an average surprise of 6.94% [4][6] - Current earnings estimates for Q2 2025 show a slight upward trend, with the latest estimate at $7.07 per share [4] Content and Subscriber Growth - The release of high-profile content, including the finale of "Squid Game," is expected to drive significant subscriber growth and engagement [9][10] - Netflix's strategic investments in content and platform enhancements are likely to attract new subscribers while retaining existing ones [11][12] Advertising Revenue Expansion - The advertising business is experiencing accelerated growth, with the Netflix Ads Suite fully rolled out across all 12 ad-supported countries by June [10] - Management anticipates doubling advertising revenues in 2025, supported by the successful expansion of its advertising platform [10][20] Competitive Positioning - Despite increasing competition from companies like Apple, Amazon, and Disney, Netflix's strong content slate and platform innovations position it favorably in the market [13][20] - The company's stock has outperformed peers, gaining 41.1% year-to-date compared to the sector average [16] Valuation Metrics - Netflix is currently trading at 44.38X forward 12-month earnings, above its five-year median of 33.79X, indicating a premium valuation compared to the industry average of 31.1X [17][20] Investment Outlook - The combination of strong first-quarter performance, compelling content for Q2, and multiple growth drivers suggests that Netflix is well-positioned for continued success [21][23] - Investors are encouraged to consider Netflix as a strong investment opportunity ahead of the upcoming earnings report [20][23]

Industry Trend - Recommendation and search systems have been significantly impacted by advances in language modeling, evolving from Word2vec to GRUs, Transformers, and BERT [1] - The emergence of large language models (LLMs) is driving innovation in model architecture, scalable system designs, and customer experiences within recommendation and search systems [1] - The industry is exploring real-world implementations and measurable outcomes of LLMs in recommendation and search systems [1] Technological Advancement - LLM-driven techniques are expected to shape the future of content discovery and intelligent search [1] - Amazon is building recommendation systems and AI-powered products using ML/AI [1]

Last night, Senate Republicans voted to take up legislation that advances a package of more than $9 billion in spending cuts proposed by President Trump. The procedural vote on the so-called recisions package passed mostly along party lines with Vice President J. Dance breaking a tie.Three Republicans, they were Senators Susan Collins of Maine, Lisa Marowsky of Alaska, and Mitch McConnell of Kentucky, are all members of the Appropriations Committee, and they all joined every Democrat in voting against advan ...