Core Insights - One Stop Systems, Inc. (OSS) is participating in the NVIDIA GTC Paris Conference on June 11-12, 2025, showcasing its rugged, enterprise-class compute solutions for AI and machine learning applications [1][2] - OSS emphasizes its long-term partnership with NVIDIA and the importance of the GTC Paris event for demonstrating its specialized AI computing solutions [2] - The conference will feature discussions on various AI applications, including generative AI and robotics, attracting developers and business leaders [3] Company Overview - OSS is a leader in AI-enabled solutions designed for edge environments, providing enterprise-class compute and storage products that perform in challenging conditions [4] - The company's product offerings include ruggedized servers, compute accelerators, and storage solutions, utilized across industries such as autonomous trucking, defense, and aerospace [5][6] - OSS addresses the entire AI workflow, from data acquisition to deep learning and inference, positioning itself in the rapidly growing edge computing market [6] Event Details - The NVIDIA GTC Paris Conference is organized in partnership with VivaTech 2025, focusing on real-world applications of AI and accelerated computing [3] - OSS will have a presence at Booth E07, with representatives from its European subsidiary, Bressner, also exhibiting at the conference [2]

Core Viewpoint - Zscaler is expected to report third-quarter fiscal 2025 results with anticipated revenues of $665 million to $667 million, reflecting a year-over-year growth of 20.4% [1]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for Zscaler's fiscal third-quarter revenues is $666.1 million [1]. - Non-GAAP earnings per share are expected to be between 75-76 cents, with the Zacks Consensus Estimate at 75 cents, indicating a year-over-year decline of 14.8% [2]. - Revenue estimates from Channel Partners and Direct Customers are projected at $588 million and $77.4 million, respectively, with a remaining performance obligation of approximately $4.65 billion [10]. Market and Product Insights - Sustained demand for Zscaler's security and networking solutions is anticipated, driven by the expansion of the global security space and the adoption of its Zero Trust Exchange [7]. - The growing adoption of Software-Defined Wide Area Network (SD-WAN) solutions is expected to be a primary driver, with the market projected to reach $80.91 billion by 2034, growing at a CAGR of 31.6% [8]. - Zscaler's existing core products, including Zscaler Internet Access and Zscaler Private Access, are contributing to customer retention, while new features in its Zero Trust Exchange are aiding product portfolio expansion [9]. Competitive Position and Financial Performance - Zscaler's shares have increased by 40.9% year-to-date, outperforming the Zacks Security industry's growth of 16.9% [12]. - The stock is trading at a forward 12-month P/S of 12.79X, which is lower than the industry's 14.21X, indicating potential undervaluation [13]. Strategic Initiatives and Challenges - The company is investing in sales and marketing capabilities and increasing research and development costs to address longer deal cycles due to tighter IT budgets [11]. - Zscaler faces intense competition from established players like Palo Alto Networks and CrowdStrike, necessitating continuous investment in broadening its capabilities [18][19]. Long-term Outlook - The demand for cybersecurity solutions is rising due to increasing data breaches, and Zscaler's strong presence across various verticals provides stability against macroeconomic headwinds [16][17]. - Despite the long-term growth prospects, near-term challenges related to profit growth suggest a cautious approach for new investments [20].

Core Insights - AST SpaceMobile is developing a space-based cellular network aimed at providing 4G and 5G signals directly to over five billion smartphones globally, transforming a science fiction concept into practical utility [1] Group 1 - The company is positioned to erase the connectivity gap by leveraging satellite technology to enhance mobile communication [1]

Core Insights - JOYY Inc. reported a revenue of US$494.4 million for Q1 2025, with non-livestreaming revenue at US$123.0 million, marking a 25.3% year-over-year increase [2][10] - The company achieved significant growth in operating profits, with GAAP operating profit increasing by 244.5% to US$12.2 million and non-GAAP operating profit rising by 24.9% to US$31.0 million [2][10] - JOYY distributed US$49.1 million in dividends and repurchased US$22.5 million worth of shares, demonstrating a commitment to returning value to shareholders [3] Financial Highlights - Total revenue for Q1 2025 was US$494.4 million, with operating income at US$12.2 million, a 244.5% increase from the previous year [10] - Non-GAAP operating income was US$31.0 million, up 24.9% year-over-year [10] - Net income from continuing operations attributable to controlling interest was US$45.4 million, slightly up from US$45.3 million in Q1 2024 [10] Business Highlights - Livestreaming revenue reached US$371.3 million, with BIGO contributing US$351.6 million [6] - Bigo Live's North American region saw a 7% year-over-year growth in monthly active users (MAU) and a 4% quarter-over-quarter increase in paying users [7] - JOYY's products engaged users through operational activities related to Ramadan, boosting brand influence and user activity [8] Product and Advertising Developments - JOYY enhanced its user experience on Bigo Live, leading to a 4% quarter-over-quarter increase in average viewing time per user and a 3% increase in ARPPU among high-end users [9][11] - BIGO Ads revenue grew by 27% in Q1 2025, supported by the company's strengths in local operations and advanced algorithms [12] - The integration of premium publisher traffic with first-party traffic in BIGO Ads has created a robust advertising system, leveraging AI technologies to improve ad performance and revenue opportunities [13]

NVIDIA Corporation (NVDA) is set to report its first-quarter fiscal 2026 earnings on May 28, and expectations are high. The company is a leader in artificial intelligence (AI) computing, and its technology plays a key role in powering AI applications across different industries. With strong demand for AI infrastructure, growing use by businesses and increasing investment in generative AI, NVIDIA is likely to post another strong quarter.Click here to know how NVDA’s overall fiscal first-quarter results are l ...

《API研究》中显示，2023年1月至2024年6月间，亚太地区记录到1080亿次API攻击，API攻击占所有 Web攻击的15%。 日前，Akamai发布的《API安全影响研究》（以下简称《API研究》）中显示，过去一年的时间内，中 国在解决API安全事件上花费的成本最高，达到了77.8万美元（约合568万人民币），且在企业内部，管 理层预估API安全事件造成的成本约为51.7万美元，而一线员工则认为将达到92万美元。 苦API攻击久已 针对API的攻击手段已经不是时代的新词，在传统互联网时代，API安全事件就屡见不鲜。具体来看， API攻击的历史可以分为四个阶段。 第一阶段大概时间节点在2000之前，在计算机单机时代（如大型机、Windows 95时期），软件模块间 的交互已出现类似API的机制，但此时接口多用于内部功能调用，安全问题尚未凸显。攻击主要集中于 底层系统漏洞，例如Windows 95的API漏洞。 但随着互联网的兴起，基于CGI（通用网关接口）的Web交互接口出现，成为早期API攻击的雏形。攻 击者通过参数篡改、简单注入等方式尝试突破接口限制。 第二阶段大致时间节点在2000到2010年前后 ...

Core Insights - Capgemini has expanded its strategic partnership with Mistral AI and SAP to provide secure, scalable generative AI solutions for regulated industries, aiming to enhance operational efficiency and business outcomes [1][5][7] - The collaboration focuses on creating a trusted environment for deploying custom AI solutions, particularly for sectors with stringent data requirements such as financial services, public sector, aerospace & defense, and energy & utilities [1][2][4] Industry Trends - Enterprises are increasingly adopting business AI to optimize processes and decision-making, with generative AI driving significant business value and competitive advantage [2] - Organizations in regulated industries face challenges in accessing AI benefits, necessitating advanced generative AI models that function within secure environments like the SAP Business Technology Platform [2] Collaboration Details - Capgemini will provide over 50 pre-built custom business AI use cases, validated by SAP and leveraging Mistral AI models, categorized by industry and process [3][4] - The collaboration emphasizes responsible and ethical AI design, ensuring data security and regulatory compliance while fostering innovation [3][4] Use Cases - Specific use cases include augmented field workers in aerospace and defense, drone-based inspections for predictive maintenance in energy and utilities, and intelligent indirect purchasing across various industries [6] Recognition and Achievements - Capgemini received the 2025 SAP Pinnacle Award for Business AI Innovation in the Customer AI use case category, highlighting its leadership in delivering AI-powered solutions [9]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Organizations are beginning to create structures and processes to capture value from generative AI (gen AI), with larger companies leading the way [2] - The use of AI, including both generative and analytical AI, is gaining momentum, with over 75% of organizations reporting AI usage in at least one business function [2] - CEO oversight of AI governance is correlated with higher reported bottom-line impact from gen AI use, particularly in larger organizations [3][5] - The redesign of workflows is identified as the most impactful attribute for organizations to see EBIT impact from gen AI [4][7] - Organizations are increasingly addressing gen-AI-related risks, with a focus on inaccuracy, cybersecurity, and intellectual property infringement [20][23] Summary by Sections Organizational Changes and AI Deployment - Companies are redesigning workflows and elevating governance to drive bottom-line impact from gen AI [2] - 21% of organizations using gen AI have fundamentally redesigned some workflows [7] - CEO oversight is crucial, with 28% of organizations reporting their CEO oversees AI governance [5] AI Governance and Management Practices - Effective AI implementation requires a top-down approach, with C-suite commitment essential for transformation [9][10] - Organizations are selectively centralizing elements of AI deployment, particularly in risk and compliance [12] - Less than one-third of organizations follow most best practices for gen AI adoption and scaling [28][31] Workforce Impact and Hiring Trends - There is a growing need for AI-related roles, with 50% of respondents indicating a need for more data scientists in the next year [40] - Organizations are reskilling employees due to AI use, with expectations for increased reskilling in the next three years [45] - A plurality of respondents expect no immediate change in workforce size due to gen AI, although some functions may see reductions [51][56] AI Usage and Functionality - 78% of organizations report using AI in at least one business function, up from 72% in early 2024 [58] - The most common functions for AI use include IT, marketing and sales, and service operations [66] - Organizations are increasingly using gen AI across multiple functions, with an average of three business functions reported [59] Risk Management and Compliance - Organizations are ramping up efforts to mitigate risks associated with gen AI, particularly inaccuracy and cybersecurity [20][23] - Larger organizations are more likely to manage potential risks effectively compared to smaller ones [23] Future Outlook - The report suggests that organizations that think big and pursue transformative change will gain a competitive advantage from their AI efforts [25][26] - As organizations become more fluent with AI, it is expected to be embedded in all functions, allowing leadership to focus on higher-level tasks [11]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Viewpoint - Intuit's stock surged by 8% after exceeding fiscal Q3 expectations, driven by strong sales and earnings results, and the integration of AI into its services [1][3][4]. Group 1: Financial Performance - Intuit reported Q3 sales of $7.75 billion, surpassing estimates of $7.54 billion and increasing from $6.73 billion year-over-year [3]. - The company's Q3 EPS was $11.65, an 18% increase from $9.88 in the same quarter last year, exceeding expectations of $10.89 by nearly 7% [4]. - Intuit has surpassed the Zacks EPS Consensus for 13 consecutive quarters, with an average earnings surprise of 12.15% over the last four quarters [4][5]. Group 2: Revenue Guidance - Intuit raised its full-year revenue guidance for fiscal 2025 to between $18.72 billion and $18.76 billion, up from previous estimates of $18.16 billion to $18.35 billion [6][8]. - This new guidance is above Zacks' estimates of $18.28 billion, indicating a projected growth of 12% [8]. Group 3: Market Position and Valuation - Intuit's stock is currently trading at a forward earnings multiple of 34.5X, comparable to Microsoft but higher than the industry average of 27.3X [10]. - The stock is trading significantly below its decade-long high of 87.2X forward earnings and offers a 23% discount to its median of 44.9X during this period [10]. Group 4: Future Outlook - Following the favorable Q3 report, Intuit holds a Zacks Rank 3 (Hold), with potential for a buy rating as earnings estimate revisions may trend higher due to the elevated revenue guidance [11].