Investor Presentation M. Keith Waddell President and Chief Executive Officer Robert Half June 2025 © 2024 Robert Half Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Disclaimer Certain information contained in this presentation may be deemed forward-looking statements regarding events and financial trends that may affect the Company's future operating results or financial positions. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materi ...

Amazon said Tuesday it is planning to invest 40 billion pounds ($54.4 billion) in the U.K. over the next three years, including an expansion of its cloud computing and artificial intelligence infrastructure. https://t.co/IkKu2r9Eiu ...

Key Takeaways CRWV revenues surged 420% with a $25.9B backlog, but heavy reliance on top clients poses concentration risk. MSFT's $21.4B capex backs Azure's AI scale. OpenAI partnership and a $315B cloud backlog are positives. CRWV eyes $20B-$23B capex in 2025; MSFT aims for slower growth with longer asset monetization runway.CoreWeave (CRWV) and Microsoft Corporation (MSFT) both offer cloud infrastructure services for AI workloads. CoreWeave provides GPU-accelerated infrastructure for AI. Its cloud platf ...

New SuiteApp for Field Service Management Meets Oracle NetSuite SuiteCloud Platform Development Standards and Best Practices LOS ANGELES, June 24, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that its SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps enterprise, commercial service, and construction contractors further streamline workflows, enhance financial ...

NEW YORK and NOIDA, India, June 24, 2025 /PRNewswire/ -- HCLTech (NSE: HCLTECH.NS) (BSE: HCLTECH.BO), a leading global technology company, and AMD (NASDAQ: AMD), a leader in high-performance and adaptive computing, have announced a strategic alliance to accelerate enterprise digital transformation worldwide through advanced solutions in AI, digital and cloud.This collaboration combines the strengths of both companies to create a robust digital ecosystem that boosts enterprise digital transformation and enha ...

Arista Networks (ANET 6.68%) and Cisco Systems (CSCO 1.60%) represent two different ways to invest in the networking infrastructure and software market. Arista is a smaller, higher-growth player focused on data centers and cloud-scale networks, while Cisco is the more diversified market leader serving a wider range of sectors. Over the past five years, Arista's stock rallied nearly 540% as Cisco's stock advanced about 50%. The S&P 500 rose more than 90% during that period. Let's see why Arista consistently ...

甲骨文 (ORCL.N) 于 2025 年 6 月 18 日公布财报。 2025 年报，公司实现总营业收入 573.99 亿美元，同比增长 8.38% ；税前利润为 141.6 亿美元，同比增长 20.6% ；实现净 利润 124.43 亿美元，同比上升 18.88% 。 本篇全部内容由 Alice Reader 自动生成。 Alice Reader 智读迎来全新升级，借助 Wind AI 研究框架能力，从多个角度深入解析公司数据背后的驱动因素 。 详细解读 一、 云授权业务扩张，费用结构不断优化 2025 财年总收入为 573.99 亿美元，较去年 529.61 亿美元同比上升 8.4% ，主要由于软 件许可及云业务 (Cloud and license) 收入增加 48 亿美元，带动整体营收增长。 2025 财 年净利润为 124.43 亿美元，较去年 104.67 亿美元同比上升 18.9% 。然而，运营费用同比 大幅上升，其中研发费用增加 9.45 亿美元，主因员工相关支出（含股权激励）增长 8.13 亿 美元；销售与市场费用增加 3.77 亿美元。 A) 财务状况 ————————————————— ...

Key Takeaways Global commercial insurance rates fell 3% in the first quarter of 2025, per Marsh. Despite recent pricing pressure, Deloitte projects global gross premiums to grow sixfold by 2030. Insurers are investing heavily in technology to increase margins, efficiency, and operational scale.The Zacks Insurance industry remains well-poised for growth, riding on better pricing, prudent underwriting and exposure growth. Redesigning and repricing of products and services to maintain sales and profitability ...

Alphabet TodayGOOGLAlphabet$166.64 -6.68 (-3.85%) 52-Week Range$140.53▼$207.05Dividend Yield0.50%P/E Ratio18.58Price Target$199.75Add to WatchlistAlphabet NASDAQ: GOOGL has staged an impressive recovery in recent months, bouncing more than 23% from its 52-week low in April and now down just 8% year-to-date. While the tech giant still trails many of its Magnificent Seven peers, the tide is slowly turning in its favor. Although Alphabet has faced its share of scrutiny this year, whether from regulatory press ...

Core Insights - OpenAI has formed a significant partnership with Alphabet's Google Cloud Platform, marking a strategic move to diversify its cloud computing resources beyond Microsoft Azure [2][5] - The collaboration is seen as a potential game changer for both OpenAI and Alphabet, as it allows OpenAI to access necessary compute power while providing Alphabet with a new revenue stream [8][12] Group 1: OpenAI's Strategic Moves - OpenAI aims to avoid vendor lock-in with Microsoft by expanding its cloud infrastructure partnerships, which is crucial for its growth and operational flexibility [3][5] - The partnership with Alphabet is aligned with OpenAI's broader strategy to manage increasing data workloads and the costs associated with training AI models [5] Group 2: Implications for Alphabet - Alphabet's Google Cloud is smaller compared to competitors like Microsoft Azure and Amazon Web Services, but the partnership with OpenAI could enhance its market position [8] - The collaboration may serve as a hedge against potential declines in Alphabet's search advertising revenue due to competition from AI-driven platforms like ChatGPT [10][12] - By gaining insights into OpenAI's workloads, Alphabet could potentially enhance its own AI capabilities, although the extent of data access remains uncertain [13] Group 3: Market Perception and Valuation - Alphabet's stock is currently trading at a discount compared to its cloud hyperscaler peers, which may reflect an overly pessimistic view of its competitive position in the cloud market [14][16] - The partnership with OpenAI could provide Alphabet with a pathway to sustain growth even as its core search business faces challenges, making the stock an attractive investment opportunity [17]