Company Overview - Vertex, Inc. is a leading global provider of indirect tax solutions, focusing on delivering trusted tax technology for global businesses to transact, comply, and grow with confidence [3]. - The company offers tailored solutions for major lines of indirect tax, including sales and consumer use, value added, and payroll [3]. - Vertex is headquartered in North America and has offices in South America and Europe, empowering leading brands to simplify compliance complexities [3]. Upcoming Financial Results - Vertex, Inc. will release its second quarter 2025 financial results before the market opens on August 6, 2025 [1]. - A conference call to discuss these results is scheduled for 8:30 a.m. Eastern Time on the same day [1]. Participation Details - Interested participants can join the conference call by dialing 1-412-317-6026 approximately ten minutes before the start time [2]. - A listen-only webcast will also be available on the Company's Investor Relations website [2]. - A replay of the conference call will be accessible one hour after the call, expiring on August 20, 2025, at 11:59 p.m. Eastern Time [2].

Group 1 - The core viewpoint of the article highlights the financial performance and market position of the company, PERF, which has shown significant growth in revenue and net profit [1][2]. - As of March 31, 2025, the total revenue of PERF reached $16.014 million, representing a year-on-year increase of 12.07% [1]. - The net profit attributable to the parent company was $2.293 million, marking a substantial year-on-year growth of 263.97% [1]. Group 2 - The company is set to disclose its fiscal year 2025 mid-term report on July 23, with the actual disclosure date subject to company announcements [2]. - PERF, established on February 13, 2015, is a Cayman Islands limited liability company that spun off from Taiwan's CyberLink Corp, focusing on enhancing consumer shopping experiences through AR, AI, and digital technologies [2]. - The company’s domestic entity, PERF Trading (Shanghai) Co., Ltd., is a leading provider of SaaS AI and AR solutions for the beauty and fashion industry, aiming to create seamless and omnichannel experiences [2]. - PERF's immersive app series has achieved over 1 billion global downloads, providing consumers with a convenient platform to virtually experience various products [2].

Core Insights - Globant S.A. has partnered with Suntory Global Spirits to launch an AI-powered Commercial Insights Agent that enhances decision-making and strategy execution in real-time, significantly reducing analysis time from days to seconds [1][11] Group 1: AI Implementation and Capabilities - The Commercial Insights Agent aims to streamline the process for commercial teams by eliminating reliance on business intelligence teams, thus reducing wait times and operational costs [2] - This AI solution allows teams in sales, marketing, and product management to independently explore data and gain real-time insights, breaking down silos and accelerating execution speed [3] - The agent not only retrieves data but also provides contextual recommendations based on Suntory's internal data, offering tailored responses for specific business contexts [4] Group 2: Future Applications and Strategic Vision - Suntory plans to use the AI agent as a foundation for other applications, including brand planning optimization, commercial forecasting, and innovation pipeline management, positioning itself as an AI-first company [5] - The adoption of generative AI is expected to enhance agility and insight-driven growth, aligning with Globant's vision of an AI-powered enterprise where intelligent software agents improve business processes [6] Group 3: Company Performance and Market Conditions - Globant reported a 7% year-over-year growth in the last quarter, driven by AI-related opportunities and a focus on maximizing value from its top 100 clients through cross-industry innovation [8] - Despite this growth, the company faces challenges from a tough macroeconomic environment, including increased recession risks in the U.S., decreased consumer spending, and slower pipeline conversion [9]

Core Insights - Over half (59%) of older loved ones have fallen victim to cybercrime, highlighting the need for increased Cyber Safety education among families [1] - The majority (84%) of adults have warned their older relatives about risky online behavior, but only 53% of those warned changed their habits [4][2] - Avast is providing new resources and tools to help families bridge the safety gap and prevent cybercrime [1] Group 1: Cybercrime Statistics - 59% of older loved ones have been victims of cybercrime, primarily due to scams and social engineering [1] - 80% of cybercrime originates from scams and social engineering tactics [1] - Nearly half (47%) of older adults still write down their passwords on paper, indicating a lack of awareness about secure practices [4] Group 2: Family Communication and Education - Only 53% of older adults who were warned about risky online behavior followed through and changed their habits [2] - The role reversal in educating parents and grandparents about online safety poses challenges for younger generations [3] - Empowering families to discuss online safety openly is essential for improving Cyber Safety [5] Group 3: Best Practices for Cyber Safety - Recommended practices include strengthening password habits, spotting red flags in communications, and knowing common scams targeting older adults [8][13] - Families are encouraged to have the "Safe Tech Talk" and make Cyber Safety a routine priority [6][9] - Utilizing smart safety tools and creating a "phone-a-friend" plan can enhance Cyber Safety efforts [13]

Core Insights - OpenText is expanding its AI-first strategy with the introduction of MyAviator, a secure personal AI assistant designed to enhance information management and automate complex processes across various industries [1][4][9] - The Aviator suite aims to transform work processes in sectors such as legal, finance, technology, and energy by integrating AI-driven automation [2][6] - The company emphasizes its commitment to secure information management, aiming to create a limitless digital workforce that delivers faster and more personalized outcomes for customers [3][9] Product Introduction - MyAviator is introduced as the first secure personal digital worker for enterprises, allowing users to interact with documents, extract insights, and generate content securely [4][5] - The assistant can summarize extensive documents, prepare for meetings, and create onboarding materials significantly faster than traditional methods [5] Value Delivery - OpenText's Aviator solutions are already providing value by automating 95% of test scripts in software development, reducing manual testing time by up to three days, and enhancing digital service delivery [6][8] - The AI capabilities streamline legal investigations by quickly retrieving relevant documents, thus speeding up decision-making and ensuring compliance [8] - Claims management is improved through AI-driven automation, which reduces processing time and enhances accuracy, leading to cost savings and increased customer trust [8] Future Vision - OpenText envisions a future driven by AI efficiency, positioning itself as a leader in intelligent automation that enhances decision-making and unlocks growth opportunities [9][10] - The company aims to help organizations not only adapt to changes but also lead in digital transformation through its strategic approach to AI [10]

Core Viewpoint - Advanced Communication Technology has collaborated with Super Fusion to launch an enterprise-level knowledge base integrated machine, which has already seen customer project implementations [1] Group 1: Product Development - The integrated machine combines Advanced Communication Technology's DeepSeek model, featuring a mixture of experts (MoE) architecture and multimodal processing capabilities [1] - The machine is designed to efficiently perform knowledge Q&A, intelligent document parsing, and retrieval functions [1] Group 2: Market Response - There are existing customer projects that have been implemented, and some customers are currently testing prototypes [1] - Potential customers are in discussions regarding the product, indicating interest in the offering [1] Group 3: Business Impact - The scale of the related business is currently small and does not significantly impact the company's overall business [1]

Core Viewpoint - The Gross Law Firm is notifying shareholders of Digimarc Corporation regarding a class action lawsuit due to alleged misleading statements and failure to disclose critical information during a specified class period [1][2]. Group 1: Class Action Details - The class period for the lawsuit is from May 3, 2024, to February 26, 2025 [2]. - Allegations include that Digimarc's management failed to disclose that a significant commercial partner would not renew a major contract on the same terms, leading to a renegotiation that would adversely affect subscription and annual recurring revenue [2]. - The lawsuit claims that the positive statements made by the defendants about the company's business and prospects were materially misleading or lacked a reasonable basis [2]. Group 2: Shareholder Actions - Shareholders are encouraged to register for the class action by the deadline of July 7, 2025, to potentially be appointed as lead plaintiff [3]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case's status [3]. - Participation in the case incurs no cost or obligation for the shareholders [3]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and illegal business practices [4]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements or omissions [4].

Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]

Core Viewpoint - Oracle has experienced a significant stock market rally, gaining 60% over the past three months, driven by strong performance in its cloud infrastructure business and a new deal expected to generate over $30 billion in annual revenue starting in fiscal 2028 [1][2]. Group 1: Financial Performance - In fiscal 2025, Oracle reported $44 billion in cloud services and license support revenue, marking a 12% increase, largely due to rising demand for its cloud infrastructure for AI workloads [4]. - Revenue from the Oracle Cloud Infrastructure (OCI) segment surged 51% to $10.2 billion, significantly outpacing the overall revenue growth of 9% to $57.4 billion [5]. - Oracle management anticipates at least 70% growth in OCI revenue for the current fiscal year, with total revenue projected to rise by 16% to $67 billion in fiscal 2026 [6]. Group 2: Future Projections - The new $30 billion deal starting in fiscal 2028 could elevate Oracle's total revenue to $97 billion, exceeding Wall Street's expectations for that fiscal year [7]. - Oracle's remaining performance obligations (RPO) stood at $138 billion, reflecting a 41% increase last quarter, indicating strong future revenue potential [9]. - The company is involved in the $500 billion Stargate Project, which could further enhance its RPO and revenue growth as it begins to materialize [10][11]. Group 3: Infrastructure Expansion - Oracle plans to build an additional 47 MultiCloud data centers in the next year, increasing its current count from 23, which will enhance its capacity to meet growing demand [12]. - The company also intends to construct 30 dedicated data centers for its public cloud infrastructure in fiscal 2026, effectively doubling its existing capacity [13]. - As Oracle increases its data center footprint, it is expected to convert more of its backlog into revenue, leading to accelerated growth [14]. Group 4: Investment Outlook - If Oracle achieves $100 billion in revenue by fiscal 2028, maintaining a sales multiple of 11 could result in a market cap of $1.1 trillion, indicating potential gains of 79% over the next three years [14][15]. - Compared to the U.S. technology sector's average sales multiple of 8.2, Oracle's current valuation appears justified given its growth prospects [15].

Core Points - Microsoft is closing its operations in Pakistan after 25 years, shifting to a model that relies on resellers and nearby Microsoft offices for customer service [1][2] - The closure will affect five employees in Pakistan, as Microsoft had no engineering resources in the country, focusing instead on selling Azure and Office products [2] - This decision is part of a broader restructuring, with Microsoft reducing its global workforce by 4%, equating to approximately 9,000 roles [3] Company Operations - Microsoft has transitioned licensing and commercial contract management for Pakistan to its European hub in Ireland, with local partners managing daily service delivery [4] - The exit is seen as part of a workforce-optimization program by the company [3] Industry Context - The exit highlights challenges in Pakistan's tech sector, which has not become a major engineering outsourcing destination compared to India [9] - The local tech ecosystem is primarily dominated by local companies and Chinese firms like Huawei, which have established significant market presence [9] - This move contrasts with Google's recent investment in Pakistan's public education sector and its plans to produce Chromebooks in the country [8]