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X @TechCrunch
TechCrunch· 2025-07-07 16:15
Watch out for Spot!Boston Dynamics’ agile mobile robot has been on patrol at Cargill’s oilseed facility since mid-2024, helping out with routine inspections and visual safety checks.It’s all part of Cargill’s push toward more autonomous operations, where robots handle the rounds, and humans focus on bigger-picture tasks like predictive maintenance and long-term planning. ...
CVRx (CVRX) FY Earnings Call Presentation
2025-07-07 13:56
Market Opportunity & Disease Burden - Heart failure affects over 6 million people in the U S [9], leading to over 1 1 million hospital discharges and over 1 3 million emergency room visits annually [11] - The annual costs associated with heart failure are expected to reach $70 billion by 2030 in the U S [11] - The U S annual net addressable market for Barostim is estimated at $2 2 billion, assuming an average selling price (ASP) of $29,000 [37] Barostim Therapy & Clinical Evidence - Barostim is presented as a neuromodulation therapy designed to improve heart failure symptoms [8] - Barostim implantation is a 60-minute procedure with a 97% freedom from major complications [46, 48] - Real-world evidence demonstrates an 85% relative reduction in hospital visits per year post-Barostim implant (average 1 92 years) compared to pre-implant (12 months) [67] Financial Performance & Guidance - Worldwide revenue for 2024 was $51 3 million, representing 31% growth [87, 88] - The gross margin for 2024 was 84% [87, 88] - The company's revenue guidance for full year 2025 is $55 0 – $58 0 million, with a gross margin of 83% – 84% and operating expenses of $95 0 – $98 0 million [90]
AgEagle Aerial Systems Partners with Israeli firm to Advance AI-Powered Autonomous Drone Teaming
Globenewswire· 2025-07-07 12:30
Integration of AI-driven software with eBee VISION drones through a strategic partnership to demonstrate fully autonomous, coordinated unmanned operations WICHITA, Kan., July 07, 2025 (GLOBE NEWSWIRE) -- AgEagle Aerial Systems Inc. (NYSE: UAVS), a leading provider of advanced drone and aerial imaging solutions, today announces the upcoming demonstration of AI-enabled autonomous Unmanned Aircraft System (UAS) teaming, developed through a strategic partnership with an Israeli defense/technology firm. The syst ...
Domino's® Best Deal Ever is Back! Order Any Pizza with Any Toppings for $9.99
Prnewswire· 2025-07-07 11:07
Group 1 - Domino's Pizza Inc. has reintroduced its "Best Deal Ever" promotion, allowing customers to order any pizza with any toppings for $9.99 each from July 7 to August 3, 2025 [1][2] - The promotion includes various crust options such as Hand Tossed, Handmade Pan, New York Style, Gluten Free, and Crunchy Thin Crust, along with a variety of sauces and toppings [1][2] - Domino's executive vice president and chief marketing officer, Kate Trumbull, highlighted the popularity of the deal, noting that customers enjoy experimenting with different crusts, sauces, and toppings, with over 34 million possible combinations for a single pizza [3] Group 2 - The promotion features secret menu pizzas recommended by Domino's pizza chefs, which customers can build for the same $9.99 price [4] - Domino's Pizza, founded in 1960, is the largest pizza company globally, operating over 21,300 stores in more than 90 markets, with global retail sales exceeding $19.2 billion in the trailing four quarters ended March 23, 2025 [5] - In the U.S., Domino's generated over 85% of its retail sales in 2024 through digital channels, showcasing its innovative ordering platforms [5]
Tesla Stock's $1 Trillion Puzzle
Forbes· 2025-07-07 10:05
Group 1: Tesla's Current Challenges - Tesla's sales have dropped significantly, with a 13.5% year-over-year decline in Q2, following a similar decline in Q1, and profits decreased by 70% in Q1 [2] - The company is facing challenges due to Elon Musk's political involvement and the loss of regulatory support previously enjoyed during the Trump Administration [2] - Increased competition from Chinese electric vehicles is making Tesla's offerings less appealing in global markets [2] Group 2: Competitive Landscape - Waymo's robotaxi service is conducting over 1 million fully autonomous, paid rides each month, significantly surpassing Tesla's robotaxi efforts [3] - Despite Tesla's shortcomings, it remains valued at nearly $1 trillion, more than the combined market capitalizations of the next 10 automakers, raising questions about the basis for this valuation [3] Group 3: Valuation Insights - Tesla's estimated earnings for FY'26 are around $2.90 per share, and applying a generous valuation multiple of 30x would suggest a stock price of under $100, indicating a market cap of roughly $300 billion based solely on automotive earnings [4] - The discrepancy in valuation suggests that investors believe Tesla is ahead in autonomous driving, robotics, and broader AI applications [4] Group 4: Full Self-Driving and Robotics Potential - Tesla's vehicles come with Full Self Driving (FSD) hardware pre-installed, starting at under $50,000, providing a significant cost advantage over competitors like Waymo [5] - The potential for a dedicated robotaxi priced below $30,000 and the estimated $750 billion market for autonomous ride-hailing could enhance Tesla's distribution edge [5] Group 5: Future Initiatives - The Optimus robot initiative aims to produce millions of robots annually by 2030, targeting a price of $20,000 or less, which could become a major product category for Tesla [6] - Tesla's advanced manufacturing capabilities and high levels of automation position it well to achieve ambitious projects in robotics and AI [6] Group 6: Leadership Impact - Elon Musk's renewed focus on Tesla is expected to aid the company in pursuing long-term objectives more vigorously, instilling confidence in investors regarding the company's future [7]
倒计时2天 | 人工智能,IP盛会,约定北京
半导体芯闻· 2025-07-07 09:49
公众号记得加星标⭐️,第一时间看推送不会错过。 成立于1990年的Rambus公司,是接口IP和安全IP领域的先驱者。 凭借其创新的高速接口技术, Rambus重新定义了内存与系统间的数据传输标准,其DDR内存接口、HBM3/4和PCIe 5/6 等解决方 案 显 著 提 升 了 数 据 中 心 、 边 缘 计 算 等 场 景 的 性 能 上 限 。 同 时 , 面 对 日 益 复 杂 的 网 络 安 全 威 胁 , Rambus拥有许多安全IP解决方案,比如信任根技术、安全协议引擎、内联(inline)密码引擎、后量子 密码算法加速器核等。这些丰富的安全和接口IP解决方案帮助Rambus构建了强大的产品组合。 7月9日,针对AI和汽车两大热门方向,Rambus于北京丽亭华苑酒店举办技术探讨会。 届时,除了 Rambus 之 外 , 其 他 行 业 合 作 伙 伴 包 括 M31 、 晶 心 科 技 、 Brightsight 、 ETAS 、 DPLSLab 、 CoMIRA、Riscure的多位技术专家将带来全天候的精彩分享。 日期 : 2025年7月9日 ⏰ 时间 : 8:30 - 17:30 地点 : ...
PHOTOMI焕新亮相:用OMO重塑影像定制,让生活成为可触摸的作品
Jiang Nan Shi Bao· 2025-07-07 06:47
当全球情绪经济规模突破5000亿美元,中国文创定制市场以年复合增长率超15%的态势蓬勃发展,影像 定制行业迎来破局者。专注于"个性化影像创作与即时服务"的创新型品牌——PHOTOMI·照片艺术商店 (下文简称"PHOTOMI")正式焕新亮相,以"艺术商店"级的空间体验与深度融合的OMO模式,强势切入 万亿级情感消费赛道。品牌将影像定制从功能服务升维至情感表达,致力于成为用户"生活美学的共创 者"。 「"艺术商店"空间体验,重构影像消费新场景」 区别于传统照相馆的刻板印象,PHOTOMI线下门店定位为"照片艺术商店"。设计团队以品牌标志性紫 色为视觉锚点,融合自然原木与高级灰主基调,营造沉稳而不失活力的艺术场域。空间核心创意源自油 画框的解构哲学——产品展示架以画框背板结构为原型,巧妙将艺术性与功能性结合。当定制照片书在 层叠的"画框"中陈列,每件作品都成为流动的生活叙事。 PHOTOMI门店覆盖核心商圈、社区及交通枢纽,旨在构建"10分钟服务圈"。门店提供"1v1创作支持", 店员协助用户优化纪念册排版、企业礼品定制方案,降低操作门槛,提升服务温度。未来更将规划引入 自助打印终端,并定期举办"我的作品分享会" ...
陶冬:“大而美”法案埋下祸根
Di Yi Cai Jing· 2025-07-07 06:21
这份税改法案对未来二十年美国经济、社会和收入分配都会产生重大影响,可视之为特朗普的政治遗 产。 美国6月份增加了14.7万份就业,远强过市场预计的11万和笔者的13万,硬数据强劲、软数据(信心类 指数)疲软的局面继续。失业率回落主要与劳工参与率下降和抓捕非法劳工有关。在周期尾段出现如此 旺盛的劳工数据,让期货市场对7月降息的概率预期从25%骤降到5%。债市也作出了相应调整。 特朗普驾驭共和党的能力更强了,但选民在中期选举中表达自己立场的愿望也更强了。过去两个月进行 的九个大型民意调查中,反对大而美法案的人数均过半数,反对与赞成之差平均高达23个百分点,所以 民意对此法案根本不买账。白宫依仗国会席位优势和动员能力,霸王硬上弓式地通过法案,满足了特朗 普书写历史的自我膨胀,但牺牲了底层人民的利益,包括大量过去支持他的选民。 本世纪以来,共和党总统横扫两院后,曾经三次试图强行改变选民福利。第一次是小布什私有化社会保 障,法案未能在国会通过,但共和党仍输掉了中期选举。第二次是特朗普废除奥巴马医保法案,未能在 国会通过,但共和党仍输掉了中期选举。现在是第三次,法案获得国会通过,且看明年11月中期选举结 果如何。特朗普埋 ...
X @Forbes
Forbes· 2025-07-07 03:30
Nearly 80% of senior leaders admit employees must leave their company to get promoted or earn higher pay, according to a new survey. https://t.co/ZtZrXW72yv https://t.co/ZtZrXW72yv ...
China Autos_ Transfer of coverage
2025-07-07 00:51
Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **China auto sector**, with a focus on various companies within this industry. Company Ratings and Price Targets - **BAIC Motor Corp LTD (1958 HK)**: Market Cap: $1.981 billion, Price Target: HKD 1.70, Rating: Neutral [3][8] - **Brilliance China Automotive (1114 HK)**: Market Cap: $2.044 billion, Price Target: HKD 4.50, Rating: Overweight [3][11] - **BYD Company Limited - A (002594 CH)**: Market Cap: $126.399 billion, Price Target: CNY 560.00, Rating: Overweight [3][13] - **Li Auto (2015 HK)**: Market Cap: $13.230 billion, Price Target: HKD 135.00, Rating: Overweight [3][45] - **NIO (NIO US)**: Market Cap: $3.533 billion, Price Target: CNY 4.10, Rating: Neutral [3][47] - **SAIC Motor Corp - A (600104 CH)**: Market Cap: $26.176 billion, Price Target: CNY 11.00, Rating: Underweight [3][49] Financial Performance Highlights - **BAIC Motor Corp**: - FY23 Revenue: CNY 197,949 million, Adj. Net Income: CNY 3,030 million, Adj. EPS: CNY 0.38 [8] - **Brilliance China Automotive**: - FY23 Revenue: CNY 1,121 million, Adj. Net Income: CNY 7,735 million, Adj. EPS: CNY 1.53 [11] - **BYD Company Limited - A**: - FY23 Revenue: CNY 602,315 million, Adj. Net Income: CNY 28,000 million, Adj. EPS: CNY 10.36 [13] - **Li Auto**: - FY23 Revenue: CNY 123,851 million, Adj. Net Income: CNY 11,704 million, Adj. EPS: CNY 11.90 [45] - **NIO**: - FY23 Revenue: CNY 55,618 million, Adj. Net Income: CNY (21,147) million, Adj. EPS: CNY (12.44) [47] Market Trends and Insights - The auto sector is experiencing a shift with increasing competition among electric vehicle manufacturers, particularly with companies like BYD and Li Auto gaining significant market traction. - The financial outlook for traditional automakers like BAIC and DongFeng is less optimistic, with some companies facing declining revenues and profitability challenges. Additional Insights - The conference highlighted the importance of adapting to changing consumer preferences towards electric vehicles and the need for traditional automakers to innovate to remain competitive. - Analysts noted potential risks associated with regulatory changes and market volatility that could impact the auto sector's growth trajectory. Conclusion - The China auto sector is poised for growth, particularly in the electric vehicle segment, but traditional manufacturers face significant challenges. Investors should consider both opportunities and risks when evaluating companies in this space.