RT s4mmy (@S4mmyEth)Why is it the largest AI token only rank 30, and valued at a $4bn market cap?Yet AI is the most disruptive technology of our generation. ...

Core Insights - Tesla is expected to report second-quarter 2025 results on July 23, with earnings estimated at 40 cents per share and revenues at $22.61 billion [1] - The earnings estimate has been revised downward by 1 cent, indicating a year-over-year decline of 23%, while revenues are projected to contract by 11.3% year-over-year [2] Financial Performance - For the current year, Tesla's revenue estimate stands at $94.5 billion, reflecting a 3.3% decline year-over-year, with EPS for 2025 projected at $1.80, suggesting a 26% drop [3] - In the last four quarters, Tesla missed EPS estimates three times, with an average negative earnings surprise of 8.33% [3] Delivery and Demand - Tesla delivered 384,122 vehicles in Q2, marking a 13.5% year-over-year decline, the sharpest drop in its history, and signaling weak demand [5][6] - The decline in vehicle deliveries is not indicative of the broader EV market, as competitors like General Motors and BYD are experiencing growth [7] Competitive Landscape - Tesla's production now exceeds sales, indicating a demand slowdown, particularly in Europe, where sales have significantly declined [8] - The company faces increasing competition from other EV manufacturers, which are launching more innovative and affordable vehicles [16] Revenue Segments - Tesla's Energy Generation and Storage business is showing growth, with an estimated revenue of $3.03 billion, while Services/Other revenues are projected to reach $3.15 billion, up 20% year-over-year [9] Operational Challenges - High operating and capital expenses are expected to impact profits and cash flows, as Tesla continues to invest heavily in production expansion and technology [10] - The automotive gross margin is likely to shrink to 15%, down 3 percentage points from the previous year [8] Stock Performance - Year-to-date, Tesla shares have contracted over 23%, underperforming both the industry and peers like General Motors and BYD [11] - Tesla's stock is considered overvalued, trading at a forward sales multiple of 9.66, higher than the industry average and its own 5-year average [14] Future Outlook - The company is facing challenges in rekindling demand due to a lack of major new vehicle launches and the impact of CEO Elon Musk's public image [16] - There is a risk that Tesla may deliver fewer vehicles in 2025 compared to 2024, marking a potential second consecutive year of declining sales [17] - The rollout of Tesla's robotaxi service is facing difficulties, which may hinder its long-term growth prospects [18]

Saudi Aramco’s venture capital arm, Wa’ed Ventures, has backed a $30 million Series B funding round for local artificial intelligence startup Lucidya, marking the largest such raise by an AI company in the kingdom https://t.co/aiUPdkJUfJ ...

Financial Data and Key Metrics Changes - In Q2 2025, total net sales reached €7.7 billion, at the upper end of guidance, primarily due to the revenue recognition of one High NA system and additional upgrade business [5] - Net system sales were €5.6 billion, with €2.7 billion from EUV sales and €2.9 billion from non-EUV sales, driven by Logic at 69% and Memory at 31% [5] - Gross margin for the quarter was 53.7%, above guidance, driven by an increase in upgrade business and lower costs [6] - Net income in Q2 was €2.3 billion, representing 29.8% of total net sales, resulting in earnings per share of €5.9 [6] - Q2 net system bookings were €5.5 billion, with €2.3 billion from EUV and €3.2 billion from non-EUV, weighted towards Logic at 84% [7] Business Line Data and Key Metrics Changes - Installed base management sales for the quarter were €2.1 billion, above guidance [6] - The upgrade business has been strong, with expectations for installed base management revenue to grow more than 20% over last year [11] - The company expects overall EUV revenue growth of around 30% in 2025 compared to 2024 [11] Market Data and Key Metrics Changes - Revenue from China is expected to account for over 25% of total revenue in 2025, reflecting its proportion in the backlog [10] - The company anticipates strong demand related to AI for both logic and memory, with system revenue expected to increase in 2025 compared to 2024 [9][12] Company Strategy and Development Direction - The company continues to focus on advancing its EUV technology and building a comprehensive EUV portfolio to meet customer needs [15] - The strategy includes transitioning customers to advanced nodes and increasing the number of EUV layers, which is expected to drive growth [18] - The company is preparing for a potential growth year in 2026, but acknowledges uncertainties due to macroeconomic and geopolitical factors [12][56] Management's Comments on Operating Environment and Future Outlook - Management highlighted that while demand remains strong, uncertainties related to macroeconomic and geopolitical developments are affecting customer capital expenditure decisions [12][56] - The company expects Q3 total net sales to be between €7.4 billion and €7.9 billion, with a gross margin between 50-52% [14] - Management remains optimistic about long-term growth driven by AI, despite short-term uncertainties [18][88] Other Important Information - The company paid a final dividend of €1.84 per ordinary share, with a total dividend for 2024 of €6.4 per ordinary share [7] - Share buybacks totaled around €1.4 billion in Q2 2025, bringing the total for the buyback program to €5.8 billion [8] Q&A Session Summary Question: Can you elaborate on the EUV capacity and revenue expectations? - Management confirmed that EUV growth is expected to be about 30%, with the delta attributed to the strong performance of the installed base business [24][26] Question: How does the pricing strategy relate to tool value? - Management stated that the ability to increase tool prices is linked to improvements in productivity and performance, which enhances customer value [32] Question: What is the outlook for the DUV business? - Management indicated that the DUV business is expected to remain stable, with China showing stronger demand than previously anticipated [27][44] Question: What has changed in customer conversations regarding 2026? - Management noted increased customer caution due to tariff discussions and geopolitical uncertainties, impacting their investment decisions [56][76] Question: Can you provide insights on memory trends and HBM driven by AI? - Management confirmed that memory revenue remains strong, driven by HBM demand, and expects continued growth in this segment [102]

Shares of Nvidia made another new all-time high. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey Takeaways Nvidia drives Nasdaq gains after tariff relief boosts China sales CPI and PPI hint tariffs may fuel rising inflation Big banks beat earnings, cite strong trading amid tariff volatilityWith the exception of the Nasdaq Composite, which managed to squeeze out a 0.2% gain, stocks were down on Tuesday. The S&P 500 fell 0.4%, the Dow Jones Industrial Average dropped 1% and the Russell 2000 fell 2%.The ...

SAN DIEGO, July 16, 2025 (GLOBE NEWSWIRE) -- The Shareholders Foundation, Inc. announces that a deadline is coming up on August 19th in the lawsuit that was filed for certain investors in shares of Apple Inc. (NASDAQ: AAPL). Investors who purchased in excess of $250,000 in shares of Apple Inc. (NASDAQ: AAPL) between June 10, 2024 and June 9, 2025, have certain options and there are short and strict deadlines running. Deadline: August 19, 2025. NASDAQ: AAPL investors should contact the Shareholders Foundatio ...

“With big drops in traffic, the central economic fuel of the web is drying up.” Is AI killing the business model of the internet? On “The Intelligence”, @t_wainwright untangles the evidence https://t.co/6neJamjc0G ...

Core Insights - American Nortel Communications, Inc. has reported significant growth in sales driven by digital transformation, innovation, and strategic marketing [1] - The company has launched its Indian Online Marketplace, achieving thousands of orders monthly, showcasing its operational capabilities [2] - Investment in automation, artificial intelligence, and data-driven decision-making is central to the company's strategy for enhancing operational efficiency and customer satisfaction [2][3] Company Strategy - The Chief Technology Officer emphasized the development of a scalable, future-proof system that enhances agility and customer service across all channels [3] - The company is focusing on both technological advancements and the human aspect of e-commerce to ensure customer satisfaction and relationship building [4] - American Nortel Communications, Inc. is committed to innovation and long-term shareholder value while expanding its digital infrastructure and global reach [4]

智通财经APP获悉，在美国爆火的"网红券商"Robinhood Markets(HOOD.US)驻英国市场负责人乔丹·辛 克莱(Jordan Sinclair)表示，英国在解决资本市场问题方面"已完成一半"，他是在政府出台一系列鼓励企 业在伦敦上市的改革后发表此番评论的——以回应英国政府为激励在伦敦证券交易所上市而进行的一系 列改革。 辛克莱周三接受媒体采访时表示："我认为我们可能已经走到了一半，我们只需要继续执行。"他补充表 示，新规生效后需要24个月才能彻底看到其效果。 英国财政大臣雷切尔·里夫斯(Rachel Reeves)和金融行为监管局(FCA)近日公布了一系列证券交易所改革 措施，旨在吸引更多初创科技企业赴伦敦证券交易所上市。其中包括由政府支持的"上市工作小 组"(Listings Taskforce)以及减轻再融资负担的相关举措。 总部位于英国的人工智能(AI)初创公司Synthesia负责人Victor Riparbelli7月初甚至表示，在伦敦上市"不 是一个好主意"。这番表态凸显了伦敦金融城在吸引更多科技公司上市方面所面临的挑战。 Riparbelli指出，虽然对于以英国本土客户为核心的英 ...

The race for the broad adoption of the technology is just as important as the one for artificial general intelligence, argues Britain’s former prime minister in a guest essay https://t.co/xnG1rTelkD ...