Artificial Intelligence

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X @Bloomberg
Bloomberg· 2025-08-05 14:10
RT Bloomberg Live (@BloombergLive)AI-powered robotics are transforming the world as we speak, but should we be worried? This is a question tech innovators at #BloombergTech will be discussing.Join us on 10/21 to be a part of this vital conversation! https://t.co/AV9Kz9AnIc https://t.co/Y759hSEKsX ...
Tempus AI Targets Breast Cancer With Expanded Next - AI Platform
ZACKS· 2025-08-05 14:06
Company Overview - Tempus AI has expanded its AI-enabled care pathway intelligence platform, Tempus Next, into breast cancer to address critical care gaps, initially designed for lung cancer [1][7] - The platform now focuses on five different biomarker testing gaps specific to breast cancer, aiming to help physicians deliver guideline-directed medical care [1][3] Market Insights - Breast cancer is one of the fastest-growing oncology segments globally, with a projected market value of $89.91 billion by 2034, growing at a CAGR of 9.9% from 2025 to 2034 [2] - The breast cancer diagnostics subsegment is expected to reach $8.47 billion by 2030, with a CAGR of 7.6% from 2025 to 2030 [2] Competitive Landscape - Hologic has expanded its Breast Health portfolio to cover the full breast cancer care continuum, including biopsy and surgery, and has started selling Endomag products in North America [4] - GE HealthCare launched the Invenia Automated Breast Ultrasound Premium, designed to improve early cancer detection through enhanced automation and AI [5] Financial Performance - Tempus AI shares have surged 70.8% year to date, outperforming the industry's 20% growth and the S&P 500 composite's 5.7% improvement [6] - The company currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 6.96X, compared to the industry average of 5.91X [8] Earnings Estimates - In the past 30 days, Tempus AI's projected loss per share has improved by 2.8% for 2025 and 12% for 2026 [10]
Realfiction (7VL) Update / Briefing Transcript
2025-08-05 14:00
Realfiction (7VL) Update / Briefing August 05, 2025 09:00 AM ET Speaker0Okay. Welcome, everyone. It's 03:00, today, and I think we will wait another minute before we formally kick off the meeting. We have the CEO of RealFiction, Claus Dirholm, and the CFO, Tobin Hochuls, with us on the call today. A call that we are hosting due to the fact that the company is raising new financing in a rights issue that is currently in the market.We have an agenda where Claesen Torben will go through a corporate company pre ...
Marriott Vacations Worldwide(VAC) - 2025 Q2 - Earnings Call Presentation
2025-08-05 14:00
Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by the use of forward-looking terminology such as the words "believe," "expect," "plan," "intend," "anticipate," "estimate," "predict," "potential," "continue," "may," "might," "should," "could" or the negative of these terms or similar expressions. We caution you that these statements are not guarantees of future performance and are subject to numerous and evolving risks and unce ...
NVIDIA Stock Jumps 59% in Three Months: Time to Hold or Exit?
ZACKS· 2025-08-05 13:40
Key Takeaways NVDA stock soared 59.3% in three months, outpacing sector peers and nearing its 52-week high of $183.30.Data Center revenues hit $39.1B, 89% of total sales, driven by explosive AI demand and GPU adoption.NVDA expects Q2 revenues of $45B despite export curbs, signaling 50% growth over last year's quarter.NVIDIA Corporation (NVDA) has seen its share price soar 59.3% over the past three months. This surge has significantly outperformed the broader Zacks Computer and Technology sector, which gaine ...
X @Wendy O
Wendy O· 2025-08-05 13:32
AI is changing historyChanging history with changing pictures and videoThere is no water mark or any real way to authenticate thisJust like history was changed in harcopy books ...
Marriott International(MAR) - 2025 Q2 - Earnings Call Transcript
2025-08-05 13:32
Marriott International (MAR) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Company ParticipantsJackie Burka McConagha - SVP, Investor RelationsAnthony Capuano - President & CEOLeeny Oberg - CFO & EVP, DevelopmentDaniel Politzer - Executive Director, Equity Research - Gaming and LodgingConor Cunningham - Director – Travel & Transports ResearchBrandt Montour - Director - Equity ResearchDuane Pfennigwerth - Senior Managing Director - EquitiesSmedes Rose - DirectorDavid Katz - Managing DirectorLizzie Dove - ...
Zebra(ZBRA) - 2025 Q2 - Earnings Call Transcript
2025-08-05 13:32
Zebra Technologies (ZBRA) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Company ParticipantsMichael Steele - VP - IRBill Burns - CEONathan Winters - Chief Financial OfficerJoseph Giordano - Managing DirectorDamian Karas - Executive DirectorTommy Moll - Managing DirectorAndrew Buscaglia - Executive Director, Equity Research - U.S. Industrial TechnologyBrad Hewitt - VP - Equity ResearchPiyush Avasthy - Equity Research Senior AssociateMeta Marshall - MD & VPBrian Drab - Co-Group Head - IndustrialsConferenc ...
Fidelity National Information Services(FIS) - 2025 Q2 - Earnings Call Transcript
2025-08-05 13:32
Fidelity National Information Services (FIS) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Company ParticipantsGeorge Mihalos - SVP & Head of Investor RelationsStephanie Ferris - CEO, President & DirectorJames Kehoe - Chief Financial OfficerDarrin Peller - Managing DirectorTrevor Williams - Managing DirectorBryan Bergin - Managing DirectorVasundhara Govil - Managing DirectorJames Faucette - Managing DirectorConference Call ParticipantsTien-tsin Huang - Senior AnalystDan Dolev - Senior Analyst - FinTech ...