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X @Elon Musk
Elon Musk· 2025-07-11 16:00
RT PeterSweden (@PeterSweden7)Europe in 2025.▪️ French police raided the party headquarters of the main opposition 🇫🇷▪️ Britain is arresting over 12.000 people every year for social media posts 🇬🇧▪️A state in Germany just banned members of the main opposition party AfD from working in civil service 🇩🇪▪️Norwegian police tried to enter my house for no reason and interrogated me after I exposed how leaders in a religious cult were involved in what many consider to be grooming of young girls 🇳🇴Do we still have ...
The New Code — Sean Grove, OpenAI
AI Engineer· 2025-07-11 16:00
Core Argument - In the age of AI-driven software development, the ability to precisely communicate intent through specifications is paramount, surpassing the importance of coding itself [1] - Specifications, rather than prompts or code, are emerging as the fundamental unit of programming, positioning spec-writing as a critical skill [1] - Rigorous, versioned specifications serve as the single source of truth, compiling into documentation, evaluations, model behaviors, and potentially code [1] Technical Focus - The industry emphasizes the need for executable specifications in AI systems to align human teams and machine intelligence, drawing a parallel to the US Constitution [1] - OpenAI's Model Spec is presented as a real-world example of executable specifications [1] Future Implications - The industry anticipates a shift in developer tooling, where communication becomes the most important artifact in engineering [1]
Triple Threat: Sports.com and Lottery.com Drivers Ready to Dominate Iowa Speedway
Globenewswire· 2025-07-11 16:00
Ilott, Foster, and Murray return for high-octane IndyCar and Indy NXT action as the only doubleheader weekend of the season kicks off A Media Snippet accompanying this announcement is available by clicking on this link. NEWTON, Iowa, July 11, 2025 (GLOBE NEWSWIRE) -- SEGG Media Corporation (NASDAQ: SEGG, LTRYW) (“SEGG Media” or the “Company”), a leading technology company transforming the global intersection of sports, entertainment and gaming today announced that the Lottery.com and Sports.com-sponsored dr ...
SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space?
ZACKS· 2025-07-11 15:46
Industry Overview - The data center cooling market is expected to grow at a CAGR of 12.8% from 2023 to 2030, driven by the demand for coolant architectures for AI and high-performance computing [1]. Company Analysis: Super Micro Computer (SMCI) - SMCI's server and storage revenues are significantly supported by its direct liquid cooling products, achieving a production volume of over 2000 DLC racks per month [3]. - The company launched DLC-2 technology in May 2025, which offers features such as water and space savings, noise reduction, and a potential reduction in electricity costs by up to 40% [4]. - SMCI is currently facing challenges, including delayed purchasing decisions from customers and margin contraction due to increased competition from established players like HPE and Dell Technologies [5]. - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings is $2.07 per share, reflecting a year-over-year decline of 6.3% [5][6]. Company Analysis: Vertiv (VRT) - Vertiv has a robust thermal management portfolio, providing various cooling solutions that optimize performance and power utilization [7]. - The company is projected to achieve 24.91% EPS growth in FY25, driven by strong demand for AI cooling solutions [7][10]. - Vertiv continues to invest in research and capacity expansion to meet the growing needs of AI infrastructure, including the development of high-density cooling solutions for NVIDIA's platforms [9]. - The Zacks Consensus Estimate for Vertiv's fiscal 2025 revenues is $9.52 billion, indicating year-over-year growth of 18.8%, with earnings estimated at $3.56 per share, reflecting a growth of 24.91% [10][11]. Stock Performance and Valuation - Year-to-date, shares of SMCI have increased by 65.2%, while VRT shares have gained 6.3% [12]. - SMCI is trading at a forward Price to Sales ratio of 1.01X, above its median of 0.83X, whereas VRT is trading at a forward sales multiple of 4.5X, higher than its median of 4.25X [13]. Conclusion - Both SMCI and VRT are benefiting from the growth in cooling technology due to AI workloads and high-performance computing [16]. - However, VRT's financial metrics suggest it is a stronger investment choice compared to SMCI, which currently holds a Zacks Rank of 3 (Hold) versus VRT's 2 (Buy) [16].
CDNS Gains 24% in Three Months: Where Will the Stock Head From Here?
ZACKS· 2025-07-11 15:11
Key Takeaways CDNS stock is up 24% in three months, nearing its 52-week high amid AI tailwinds. CDNS is poised to gain as clients boost investment in AI-driven automation and next-gen designs. 2025 revenue guidance is raised to $5.15B-$5.23B, with non-GAAP EPS now forecasted between $6.73 and $6.83.Cadence Design Systems (CDNS) stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09. Image Source: Zacks Investme ...
Novo Nordisk: The Market Doesn't Get It
Seeking Alpha· 2025-07-11 14:55
In my last article , I stated that the fear surrounding Novo Nordisk A/S ( NVO ); ( OTCPK:NONOF ) was overblown. At that time, concerns about competition and the sustainability of NVO's growth in their weight loss segment dimmed investors' confidence. The stock hasn'tGerman Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have a beneficia ...
Massachusetts is 2025 Most Improved State for Business, boosted by financial independence from D.C.
CNBC Television· 2025-07-11 14:30
What our top state study taketh away, it giveth. Massachusetts, the Bay State, surges 18 spots after dropping 23 places last year. Massachusetts still has issues.The second most expensive state to do business in and one of the least businessfriendly, but also among the least dependent on a shrinking federal government that helps insulate the economy. Still, Massachusetts is a major recipient of federal research grants under fire by the Trump administration. The state is trying to fund some of its own resear ...
X @TechCrunch
TechCrunch· 2025-07-11 14:25
AI chatbot's simple ‘123456’ password risked exposing personal data of millions of McDonald’s job applicants | TechCrunch https://t.co/IiCyOxLxrt ...
shopee店铺开哪个站点好
Sou Hu Cai Jing· 2025-07-11 14:18
一、Shopee 站点选择策略 1. 东南亚核心市场:成熟与潜力并存 印尼站:作为东南亚最大经济体,2025 年电商规模预计达 650 亿美元,手机与数码、美妆个护、家居 日用是核心品类。当地消费者偏好高性价比商品,适合 3C 配件、母婴用品等品类。需注意印尼 BPOM 美妆认证等合规要求。 泰国站:美妆个护、女装和内衣、食品饮料是热销品类,直播电商增长迅猛,2025 年 5 月单日 GMV 首次超越印尼站。建议布局时尚、家居及保健品类,利用代发通曼谷仓实现 3 天配送。 结合 Shopee 各站点的市场特性和代发通海外仓服务的优势,以下从站点选择策略和代发通服务价值两 方面为您提供详细分析: 越南站:美妆个护、女装和内衣占主导,3C 电子和家居用品增速显著(年增长 14%)。雨季(5-10 月)防虫用品(如蚊帐、防水胶带)和餐饮具(如冰桶、保温杯)需求激增,GMV 增长超 50%。 菲律宾站:美妆个护、手机与数码是主要品类,雨季(6-8 月)防灾用品(如发电机、防水篷布)和母 婴玩具需求旺盛。建议通过代发通马尼拉仓实现 3 天配送,抢占本地化流量优势。 2. 新兴市场:巴西与台湾的差异化机会 巴西站:202 ...
Exploring Analyst Estimates for Monarch Casino (MCRI) Q2 Earnings, Beyond Revenue and EPS
ZACKS· 2025-07-11 14:16
Analysts on Wall Street project that Monarch Casino (MCRI) will announce quarterly earnings of $1.22 per share in its forthcoming report, representing an increase of 2.5% year over year. Revenues are projected to reach $130.37 million, increasing 1.7% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead ...