BOSTON, July 28, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc., (NASDAQ: RPD), a leader in extended risk and threat detection, today announced that its InsightGovCloud Platform has achieved Federal Risk and Authorization Management Program (FedRAMP®) Authorization, solidifying its position as a trusted Cloud Service Offering (CSO) for U.S. federal agencies. This milestone underscores Rapid7’s commitment to enabling secure cloud adoption for public sector organizations. The FedRAMP Authorization Moderate Impact Leve ...

The Zacks Wireless Equipment industry is poised to benefit from healthy demand trends driven by a fast-track 5G deployment and transition to cloud and fiber network infrastructure upgrades. However, large-scale investments for seamless 5G evolution, margin erosion due to price wars, higher customer inventory levels, inflated raw material costs due to macroeconomic challenges, geopolitical conflicts and uncertain business conditions stemming from tariff wars might erode profitability. Nevertheless, Ubiquiti ...

In a significant industry shift, Oracle Corporation ORCL is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.Scotiabank analyst Patrick Colville initiated coverage of Oracle on Thursday, assigning a Sector Outperform rating and a price forecast of $3 ...

Partnerships & Expansion - Oracle 将与 DayOne Data Centers Singapore 合作，在印度尼西亚建立其首个云服务中心 [1]

Group 1 - Azerion has sold its subsidiary Whow Games to DoubleDown Interactive for a total consideration of €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1] - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has previously optimized its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Group 2 - Founded in 2014, Azerion has become a major player in digital advertising, generating €551 million in revenue in 2024, a 7% year-on-year increase, with a revenue guidance for 2025 between €600–650 million [4] - In Q1 2025, Azerion reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] - The company has launched Azerion Intelligence, a platform providing affordable cloud hosting and access to open-source AI tools, addressing the growing demand for local alternatives to major cloud providers [5]

Core Viewpoint - IREN (NASDAQ:IREN) has experienced a significant stock increase of nearly 80% over the last month, currently trading at approximately $16, raising questions about its attractiveness as an investment [2][3] Group 1: Financial Performance - IREN's revenues have shown substantial growth, with an average annual growth rate of 270% over the past three years, and a revenue increase of 127.2% from $165 million to $375 million in the last 12 months [10][13] - The company's quarterly revenues rose by 168.4% to $145 million in the most recent quarter, compared to $54 million a year prior [13] - Despite the revenue growth, IREN's operating income over the last four quarters was -$19 million, indicating a poor operating margin of -5.0% [13] - The net income for the last four quarters was -$36 million, resulting in a net income margin of -9.5% [13] Group 2: Valuation and Market Comparison - IREN has a price-to-sales (P/S) ratio of 9.5, which is significantly higher than the S&P 500's ratio of 3.1, suggesting that IREN stock appears costly relative to the broader market [5] - The conclusion drawn from the analysis indicates that a valuation of 9 times trailing revenues is not excessively high given the company's growth trajectory [11] Group 3: Operational Milestones - Recent operational milestones include the successful conclusion of a $550 million 3.5% convertible senior notes offering, which has enhanced market confidence [7] - IREN achieved its mid-year goal of 50 EH/s in installed self-mining capacity, marking a key operational milestone [7] - The acquisition of 2,400 next-generation NVIDIA Blackwell B200 and B300 GPUs was disclosed to support the company's growing AI Cloud Services [7] Group 4: Resilience and Market Performance - IREN stock has performed significantly worse than the S&P 500 during the inflation downturn in 2022, raising concerns about its resilience during economic downturns [9] - The stock has dropped 95.7% from a peak of $24.80 on November 19, 2021, to $1.06 on December 28, 2022, and has not yet recovered to its pre-crisis high [14]

Group 1 - Oracle's stock experienced significant gains, rising 4.6% during trading, with an earlier peak of 8.6%, amid a positive market environment [1] - The company's valuation increased following new guidance from management and positive analyst coverage, leading to a new all-time high in share price [1][3] - CEO Safra Catz reported strong performance in the 2026 fiscal year, with MultiCloud database revenue growing at over 100% and a new deal expected to generate over $30 billion in sales starting in the 2028 fiscal year [4] Group 2 - Stifel upgraded Oracle's stock rating from hold to buy, raising the one-year price target from $180 to $250, citing increased capital expenditures and performance obligations as indicators of success in cloud services [5] - Barclays also provided positive coverage, maintaining an overweight rating and a one-year price target of $221, suggesting that recent growth and contract news would alleviate investor concerns about meeting growth targets [6] - The strong rally in Oracle's stock indicates a new valuation high, with potential for long-term gains driven by cloud advancements [7]

Oracle CEO Safra Catz speaks at the FII PRIORITY Summit in Miami Beach, Florida, on Feb. 20, 2025.Oracle shares jumped more than 5% after a recent filing showed a cloud deal that would add over $30 billion annually.CEO Safra Catz is slated to share the deal news at a company meeting Monday, according to a filing with the Securities and Exchange Commission. The revenues are expected to start hitting in the 2028 fiscal year."Oracle is off to a strong start in FY26," Catz is expected to say, according to the f ...

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ EigenLayer is back with a major announcement: EigenCloud. Sreeram Kannan and JT Rose unveil the first crypto-native cloud platform—a verifiable, programmable environment for building applications beyond the limits of traditional blockchains. We explore how EigenCloud packages modules like EigenDA, EigenVerify, and EigenCompute into a developer-friendly product that brings cloud-scale computation and crypto-grade trust ...

ENCINO, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- NETSOL Technologies, Inc. (Nasdaq: NTWK), a global provider of business services and enterprise application solutions, today announced the continued expansion of its Transcend Finance platform by the financial division of one of China’s largest state-owned automotive manufacturers. This follows the automaker’s strategic acquisition of another domestic finance company, specifically to enhance its wholesale finance operations. The end-to-end deployment was fac ...