Chase, any conspiracy always starts with like a threat a thread of of truth here. Can you explain the science. Like what is cloud seeding first off.And and how is it being used in Texas. Yeah. So So cloud seating is really this idea for farmers of like, hey, there's some moisture up there in the clouds.Is there a way that we can get it out of the clouds down here to the surface to help farmers. Because water vapor that's in the air needs something to grab onto which is often like smaller than the tip of a p ...

The UK is moving to ban employers from using non-disclosure agreements to muzzle workers who have been the victims of misconduct on the job https://t.co/izJMxVAskY ...

Company Overview - eXp World Holdings operates a global cloud-based real estate brokerage and enterprise metaverse platform[5] - The company also has an ecosystem of personal development resources and media[6] - eXp's cloud-based model enables richer unit economics and broader geographical reach for agents[20] Financial Performance - eXp World Holdings' Q2 2022 revenue increased by 42% year-over-year[11] - The company's operating cash flow increased by 27% year-over-year[11] - As of June 30, 2022, eXp World Holdings had $134.9 million in cash and cash equivalents[13] - The company's total revenue for the trailing twelve months (TTM) ending Q2 2022 was $46132 million[16] Agent Growth and Global Expansion - eXp has over 83000 agents as of August 3, 2022[11] - Agent growth in Q2 2022 was 42% year-over-year[18] - eXp is expanding globally with 21 markets worldwide[11] - The company experienced 94% year-over-year international agent growth[25] Agent Value Proposition - eXp returns over 90% of commission to agents, inclusive of revenue share and equity[24] - Agents receive an 80/20 split on first $80000 gross commission income (GCI) with a $16000 yearly cap[30]

And finally tonight, in these confusing times, you might have seen posts or videos connecting cloud seeding to what is happening in Texas. And and then earlier tonight, the CEO of a weather modification company confirmed that planes in Texas did release silver iote into the atmosphere 2 days before the floods. But he also explained why he says scientifically that does not mean that the two events are connected.Watch this. We're talking about like sub cimeter amounts of precipitation be it in snow or rain fr ...

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Core Insights - Pegasystems (PEGA) is experiencing accelerated growth in its cloud segment, with Pega Cloud's Annual Contract Value (ACV) increasing by 23% year-over-year to $701 million in Q1 2025, driven by demand for AI-powered, cloud-native solutions [1][3] - The company's cloud revenues rose 15% year-over-year to $151.1 million, highlighting the strength of its recurring revenue model [1][9] - Pegasystems aims to grow Cloud ACV by 20% or more, supported by successful cross-selling, upselling, and new client acquisitions [3][9] Cloud Momentum - There is a clear shift among enterprises towards scalable and intelligent automation, with PEGA's AI-infused platforms simplifying digital transformation and enhancing client retention [2] - The increase in ACV indicates deeper customer engagement and more durable multi-year contracts as workloads transition from legacy systems to the cloud [2] Competitive Landscape - Salesforce (CRM) is a strong competitor in cloud-native CRM and low-code workflows, leveraging its extensive integrations and partnerships to enhance its market position [5] - Oracle (ORCL) competes with PEGA in process automation, excelling in infrastructure and large-scale deployments, while PEGA stands out in BPM usability and AI-driven decision-making [6] Stock Performance and Valuation - Pegasystems shares have gained 16% year-to-date, outperforming the broader Zacks Computer and Technology sector, which returned 8.2%, and the Computer-Software industry, which rose 17% [7][9] - The Zacks Consensus Estimate for PEGA's earnings is $1.88 per share for 2025, reflecting a year-over-year growth of 24.5% [11]

Core Insights - Amazon has shown significant resilience and growth potential, with a stock surge of 30.9% over the past three months, outperforming the broader Zacks Retail-Wholesale sector and the S&P 500 [1] Cloud Infrastructure Market - AWS, Microsoft Azure, and Google Cloud collectively hold a 63% share of total enterprise spending on cloud infrastructure services in Q1 2025, with AWS leading at 29.1% market share [2] - AWS generated $29.3 billion in revenue in Q1, reflecting a year-over-year growth of 16.9%, and has an annualized run rate of $117 billion [7][9] - AWS maintains a substantial backlog of $189 billion, indicating strong revenue visibility and sustained demand for cloud services [8] AI Initiatives - Amazon's AI business has achieved a multi-billion-dollar annual run rate with triple-digit growth, positioning the company favorably in the generative AI landscape [11] - Recent developments in AWS, including the introduction of AI-powered tools and infrastructure investments, demonstrate Amazon's commitment to AI leadership [12][13] Financial Performance - Amazon's Q1 net income increased by 64.4% year-over-year to $17.1 billion, with operating income rising 20.2% to $18.4 billion, reflecting effective operational scaling [15] - The company has a robust balance sheet with $66.2 billion in cash and equivalents, providing financial flexibility for continued investments [16] Future Projections - The Zacks Consensus Estimate for Amazon's 2025 net sales is $694.49 billion, indicating an 8.86% growth from the previous year [17] - Current valuation metrics suggest that Amazon's stock may be fully valued, with a forward 12-month price-to-sales ratio of 3.25X, above the industry average [18] Investment Outlook - Current shareholders are advised to maintain their positions as AWS and AI initiatives are expected to drive continued business transformation and growth potential [21]

Key Takeaways MSFT offers a full-stack data platform spanning storage, analytics and AI tools. Enterprise adoption of Fabric and OneLake highlights MSFT's growing platform traction. SNOW is deepening AI integration and expanding its unified data experience for enterprises.Snowflake (SNOW) and Microsoft (MSFT) are major players in the expanding cloud data platform market. Snowflake provides a scalable data warehouse with integrated AI and machine learning. Microsoft delivers a suite of data services on Azu ...

Core Insights - Microsoft is focusing on Azure to enhance cloud growth, with over 70 Azure regions and 400+ data centers globally, planning an $80 billion investment in AI-enabled data centers [1][3] - The Intelligent Cloud segment reported revenues of $26.8 billion in Q3 FY25, a 21% year-over-year increase, with Azure revenues surging 33% [2][9] - Microsoft plans to invest $3 billion in India over the next two years to expand Azure's infrastructure, which is expected to boost cloud adoption and top-line growth [3][9] - The Zacks Consensus Estimate for Q4 FY25 Intelligent Cloud revenues is $28.9 billion, indicating a 1.5% year-over-year increase [4] - Microsoft faces competition from Alphabet and Oracle in the cloud space, with Alphabet's Google Cloud expected to grow at a CAGR of 15.8% from 2024 to 2027 [5][6] Financial Performance - Microsoft shares have returned 18.1% year-to-date, outperforming the Zacks Computer – Software industry and the broader Computer and Technology sector [7] - The stock is trading at a forward 12-month Price/Sales ratio of 11.79X, compared to the industry's 8.81X, indicating a relatively higher valuation [10] - The Zacks Consensus Estimate for fiscal 2025 earnings is $13.36 per share, reflecting a 13.22% year-over-year growth [13]

July 6, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Cloud Semis: Brighter Outlook Ahead With more clarity on Rubin architecture and ongoing ASIC growth in 2026, cloud semis could grow further in 2026. The near-term outlook remains positive for non-rack servers. We reiterate OW on Aspeed and Montage, and raise our Aspeed PT to NT$6100. Key Takeaways 2026 GPU server outlook turning more clear: Post our cloud semis upgrade (link), the key pushback has been the 2026 cloud capex outlook. It rem ...