Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree. https://t.co/5899DaQHH5 ...

Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) reported a nearly 61% year-on-year increase in second-quarter profit, driven by strong demand for artificial intelligence chips [1] - TSMC's net revenue for the June quarter rose 38.65% year-on-year to NT$933.80 billion ($31.7 billion), surpassing estimates [2][5] - The company is benefiting from the growing trend towards AI, producing advanced processors for major clients like Nvidia and Apple [2] Financial Performance - Second-quarter net profit reached a record high of NT$398.27 billion, exceeding expectations of NT$377.86 billion [5] - TSMC's revenue of NT$933.80 billion also beat the forecast of NT$931.24 billion [5] Market Dynamics - TSMC faces potential challenges from U.S. trade policies, including the threat of steep tariffs on Taiwan announced by President Trump [2][3] - U.S. export controls have limited TSMC's business with China, affecting key clients such as Nvidia and AMD, although recent assurances from the U.S. government may allow these companies to continue shipping products to China [4]

Core Viewpoint - Aalberts N.V. has agreed to acquire 100% of Geo-Flo Corporation, enhancing its presence in the North American market and creating new growth opportunities in energy and resource efficiency for buildings [1][2]. Group 1: Acquisition Details - Geo-Flo Corporation, based in Indiana, generates annual revenue of approximately USD 15 million and employs over 25 people [1]. - Geo-Flo specializes in designing and manufacturing pumping systems for hydronic-based HVAC systems, including geothermal and water source heat pump applications, and is recognized as a market leader in its segment [1]. - The acquisition will be consolidated effective 17 July 2025 and will be financed through existing credit facilities [3]. Group 2: Strategic Implications - The acquisition aligns with Aalberts' 'thrive 2030' strategy, aiming to strengthen its footprint in North America [2]. - By integrating Geo-Flo's products and expertise with its existing boiler room technology, Aalberts aims to accelerate complementary product development [2]. - The current management of Geo-Flo will collaborate closely with Aalberts' hydronic flow control management in North America to ensure regional alignment and operational continuity [3]. Group 3: Leadership Perspective - CEO Stéphane Simonetta expressed enthusiasm about the acquisition, highlighting the potential for unlocking future growth opportunities in the American market [4].

Company Overview - Aalberts N.V. has agreed to acquire 100% of Geo-Flo Corporation, which generates annual revenue of approximately USD 15 million and employs over 25 people [1] - Geo-Flo specializes in designing and manufacturing pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications [1] Strategic Intent - The acquisition aligns with Aalberts' 'thrive 2030' strategy, aimed at strengthening its presence in North America [2] - By integrating Geo-Flo's products and expertise with existing boiler room technology, the company aims to accelerate complementary product development and create new growth opportunities focused on energy and resource efficiency in buildings [2] Operational Integration - The current management of Geo-Flo will collaborate closely with Aalberts' hydronic flow control management in North America to ensure regional alignment [3] - Geo-Flo's established facility will enhance local responsiveness and operational continuity [3] Financial Impact - The results of Geo-Flo will be consolidated effective 17 July 2025, and the acquisition is expected to directly contribute to earnings per share [3] - The acquisition will be financed through existing credit facilities [3] Leadership Perspective - CEO Stéphane Simonetta expressed enthusiasm about the acquisition, highlighting the potential for unlocking future growth opportunities in the American market [4]

Core Insights - Publicis Groupe has reported a strong performance in Q2 2025, achieving a revenue growth of +10% and an organic growth of +5.9%, outperforming competitors by 800 basis points [3][6][41] - The company is raising its full-year organic growth guidance to close to +5%, up from the previous range of +4-5%, due to significant new business wins [4][41] - Publicis Groupe continues to invest in talent and capabilities while maintaining an industry-leading operating margin of 17.4% in H1 2025 [4][6] Financial Performance - Net revenue for H1 2025 reached €7,152 million, reflecting a +6.9% increase compared to H1 2024 [8][16] - The operating margin for H1 2025 was €1,242 million, with a margin rate of 17.4%, up from 17.3% in H1 2024 [21][22] - Headline diluted EPS increased by +3.8% to €3.51, while free cash flow rose by +11.3% to €828 million [3][27] Regional Performance - North America reported a +5.3% organic growth in H1 2025, while Europe saw a +3.7% organic growth [19][20] - Latin America experienced significant growth, with organic revenue up +23.6%, driven by Connected Media and Intelligent Creativity [20][15] - Asia Pacific recorded a +5.3% organic growth, with China achieving +7.1% [20][14] Acquisitions and Strategic Moves - Publicis Groupe has made several strategic acquisitions in 2025, including Atomic 212º, BR Media Group, and Lotame, enhancing its capabilities in marketing transformation and data solutions [35][36][37] - The company is focusing on a targeted M&A strategy to accelerate AI-led capabilities and strengthen its market position [5][41] Outlook - Despite a challenging macroeconomic environment, Publicis Groupe is optimistic about its growth trajectory, supported by a strong pipeline of new business wins [5][41] - The company anticipates maintaining an operating margin rate slightly above 18.0% for 2025, while free cash flow is expected to reach approximately €1.9 billion [6][43]

Thanks to the boom in artificial intelligence, an ultra-rare element you’ve probably never heard of is one of this year’s best-performing commodities https://t.co/ZC6TqcCetK ...

Grameenphone (GP) Q2 2025 Earnings Call July 17, 2025 12:00 AM ET Company ParticipantsChowdhury Tazrian Israt - Head - IRYasir Azman - CEONiranjan Srinivasan - Chief Information OfficerOtto Magne Risbakk - CFOChowdhury Tazrian IsratLeadership team. The recording of this call with the earnings release and related materials are available on our website, and we encourage you to review them for further details. We'll now begin our remarks from our CEO and CFO covering key business highlights, financial performa ...

Splunk (SPLK) Update / Briefing July 17, 2025 12:00 AM ET Speaker0Alright. Hello, all. Welcome to the next in line of the Splunk webinar series. This one is based on the state of security report. The webinar is actually called writing the rules securing trends shaping APAC in 2025.For those of you who don't know me, my name is Hari Shashajan. I am the financial services industry adviser for Splunk. And today, joining me, my, esteemed, guests and cohosts, we have Nathan Smith, who's the head of security for ...

"大模型需要操作系统，如同个人电脑需要Windows。"每日互动CEO方毅在现场表示，"它必须同步解 决双重命题：一是显著降低复杂技术的使用门槛，让不同行业的用户能便捷调用AI能力；二是安全高 效地释放数据要素的核心价值，解决'不敢用、不会用'的难题。" 方毅透露，公司目前正联合信通院研发属于中国开发者的MCP协议，在保障App数据主权的前提下，打 造一个知识平权的、各类App聚合的立体生态——GAI Store。他认为，未来大模型或者智能体会变成最 大的流量入口，并通过大模型调用不同的App接口将信息充分学习后形成搜索结果。 中证报中证网讯（记者 罗京）7月16日，每日互动（300766）在"GAI·每日互动AI新品发布会"上发布全 新操作系统GAI OS，以及面向垂直行业的AI办公套件GAI Office。 方毅表示，公司战略布局GAI的三层产品架构——GAI OS提升垂直模型可用性，GAI Office强化AI的实 用性，GAI Store实现AI生态的可扩展性，构建起安全可控、场景深耕、生态共赢的AI基础设施。 据介绍，GAI OS在原有DiOS数据智能操作系统的基础上，实现了三大突破：首先是深度嵌入 ...

今日截至10点40分，科创人工智能ETF华夏（589010）下跌0.19%，盘中最大跌幅仅0.49%，向下有 支撑，或为对前几日上涨的小幅修整。持仓股方面，石头科技领涨3.99%，凌云光上涨1.90%；亚信安 全、寒武纪、福昕软件、合合信息、复旦微电跌幅超2%。流动性方面，盘中换手超3.29%，成交总额达 248.6万，市场稳健持有，静待催化。 消息方面，OpenAI正在为ChatGPT开发新的AI代理功能，使用户能够直接在聊天机器人中创建和 编辑与Excel和PowerPoint兼容的电子表格和演示文稿，而无需使用微软的原生应用程序。这一举措可能 使ChatGPT用户减少对微软等公司生产力工具的依赖，标志着AI助手向全功能工作平台的重要转变。这 些生产力功能将使ChatGPT作为商业工具更具吸引力，对微软和谷歌等公司销售的生产力套件构成威 胁。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@st ...