Here’s what the sounds meant. https://t.co/1YrOvwR8qeMorning Brew ☕️ (@MorningBrew):AOL says it will discontinue dial-up internet on September 30May this sound echo in eternity:https://t.co/I0zKIPERbX ...

Service Expansion - Starlink is providing high-speed, low-latency internet in rural Brazil [1]

Group 1: Investment in AI and Business Performance - Cathie Wood's Ark portfolio includes several high-growth AI stocks, with Alphabet being a notable addition, acquiring 181,640 shares in the ARK Next Generation Internet ETF [2] - Alphabet's advertising revenue reached $71.3 billion in Q2, marking a 10% year-over-year growth, with Google Search and YouTube growing at 12% and 13% respectively [4] - Despite concerns about competition from large language models like ChatGPT, Alphabet's advertising growth indicates strong ROI for advertisers on its platforms [5] Group 2: Financial Metrics and Profit Margins - Google Services, which includes advertising, grew its revenue by 12% year-over-year to $82.5 billion, but the operating margin remained flat at 40% [6] - The flat profit margins may suggest inefficiencies, but this is misleading as Alphabet has made strategic investments in AI and cloud infrastructure [7][9] - Alphabet's investments in AI data centers and partnerships, such as with OpenAI, are crucial for its long-term growth strategy [8] Group 3: Valuation and Market Position - Alphabet's stock is perceived to be undervalued compared to its peers, as it continues to grow revenue while maintaining profit margins [11][13] - The bearish sentiment surrounding Alphabet's growth is believed to be fully reflected in its current stock price, presenting a potential buying opportunity [13] - The company is expected to experience significant valuation expansion as its infrastructure investments yield results, making it an attractive option for long-term investors [14]

Product & Service - Starlink provides reliable high-speed internet connectivity [1] - Starlink offers a quick setup, connecting to the internet in minutes [1] User Experience - Users can install Starlink in various locations, even using temporary solutions like duct tape and zip ties [1]

Core Insights - Alphabet (GOOGL) shares have increased by 11.3% in the past month, significantly outperforming the Zacks Computer & Technology sector's 3.8% growth, driven by strong Q2 2025 results highlighting AI integration in Search and a surge in Google Cloud revenues [1][10]. Financial Performance - In Q2 2025, Google Search and other revenues rose by 11.7% year over year to $54.19 billion, exceeding the Zacks Consensus Estimate by 3.04%, and represented 56.2% of total revenues [2][10]. - Google Cloud revenues increased by 31.7% year over year to $13.62 billion, surpassing the Zacks Consensus Estimate by 4.24%, and accounted for 14.1% of total revenues [4][10]. Market Position - Google maintains a dominant position in the Search market, handling over 5 trillion queries annually, with a market share of 89.66%, far ahead of Microsoft's Bing at 3.88% [3][10]. - In the cloud computing sector, Google Cloud holds a 20% market share, trailing behind Amazon Web Services at 30% and ahead of Microsoft's 13% [5]. AI Integration and User Engagement - AI Overviews now reach over 2 billion users monthly, available in over 200 countries and 40 languages, driving a 10% increase in global queries [12][10]. - The introduction of AI Mode has led to users generating queries twice as long as traditional searches, with over 100 million monthly active users in the U.S. and India [13][10]. Partnerships and Client Growth - Google Cloud's growth is bolstered by partnerships with companies like NVIDIA and PayPal, enhancing its AI capabilities and expanding its service offerings [14][10]. - The number of deals exceeding $250 million doubled year over year, with new Google Cloud Platform customers increasing by nearly 28% sequentially in Q2 2025 [15]. Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 earnings is $2.32 per share, reflecting a 6.4% increase over the past 30 days, indicating a year-over-year growth of 9.43% [16]. - The consensus for 2025 earnings is projected at $9.94 per share, up 4% over the past 30 days, suggesting a 23.6% increase compared to 2024 [17]. Valuation Metrics - Alphabet's stock is trading at a forward Price/Sales ratio of 6.64X, higher than the Zacks Internet Services industry's 5.38X and Amazon's 3.18X, but lower than Microsoft's 12X [19].

Core Insights - Akamai Technologies, Inc. (AKAM) reported strong second-quarter 2025 results, with both revenue and net income exceeding the Zacks Consensus Estimate [1][2] Financial Performance - GAAP net income decreased to $103.6 million or 71 cents per share from $131.7 million or 86 cents per share year-over-year, impacted by high operating expenses [2] - Non-GAAP net income increased to $251.4 million or $1.73 per share compared to $242.6 million or $1.58 per share a year ago, beating the Zacks Consensus Estimate by 18 cents [2] - Quarterly net sales reached $1.04 billion, a 7% increase from $979.6 million in the prior year, driven by strong momentum in the Security and Compute verticals, surpassing the Zacks Consensus Estimate of $1.02 billion [3] Revenue Breakdown - Security Technology Group revenues were $551.9 million, up 11% from $498.7 million year-over-year, primarily due to demand for Guardicore Segmentation Solution and API security solutions [4] - Delivery segment revenues fell to $320 million from $329.4 million year-over-year, but exceeded the estimate of $301.6 million [5] - Compute segment revenues increased to $171.4 million from $151.5 million in the prior year, driven by demand for cloud infrastructure services, beating the estimate of $165.7 million [5] Regional Performance - Net sales from the United States were $527.6 million, a 4% year-over-year increase, while international revenues totaled $515.9 million, up from $470.8 million in the previous year [6] Operating Expenses and Margins - Total operating expenses rose to $892 million from $831.6 million year-over-year, while non-GAAP income from operations improved to $308.6 million from $281.5 million, with margins of 30% and 29% respectively [7] - Adjusted EBITDA increased to $444.4 million from $408.9 million in the prior year [7] Cash Flow and Share Repurchase - Akamai generated $459.1 million in cash from operating activities compared to $430.9 million in the prior year [8] - As of June 30, 2025, the company had $850.3 million in cash and cash equivalents and repurchased approximately 3.9 million shares for around $300 million [9] Future Outlook - For Q3 2025, Akamai expects revenues between $1.03 billion and $1.05 billion, with a non-GAAP operating margin projected at 28% [10] - For the full year 2025, revenues are expected to be in the range of $4.135 billion to $4.2 billion, with non-GAAP earnings projected between $6.60 and $6.80 per share [11]

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Core Insights - Tech billionaires like Mark Zuckerberg and Sam Altman are investing in underground bunkers, indicating a trend among wealthy individuals to prepare for potential global crises [3][10][12] Group 1: Investments in Bunkers - Mark Zuckerberg has spent a total of $65 million on land in Kauai, Hawaii, accumulating over 2,300 acres valued at more than $300 million, with plans to develop a large residential complex that includes a 5,000 square foot underground shelter [3][5][6] - Sam Altman has also revealed he possesses a reinforced underground space, although he downplays it as merely a basement rather than a true shelter [8][9] Group 2: Motivations Behind the Investments - The motivations for these investments remain speculative, with discussions suggesting that these tech leaders may foresee risks associated with AI advancements, pandemics, or climate disasters [12][14] - The trend has sparked widespread discussion online, with many questioning whether these billionaires lack confidence in the future of technology or if they are aware of threats unknown to the general public [12][14] Group 3: Historical Context - Peter Thiel, a notable tech figure, was one of the first to invest in a "doomsday bunker" concept, purchasing 500 acres in New Zealand in 2011, although his plans faced significant opposition from environmentalists [10][11]

Core Insights - Akamai Technologies reported revenue of $1.04 billion for the quarter ended June 2025, reflecting a year-over-year increase of 6.5% [1] - Earnings per share (EPS) for the quarter was $1.73, up from $1.58 in the same quarter last year, representing an EPS surprise of +11.61% against the consensus estimate of $1.55 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.02 billion by +2.17% [1] Revenue Breakdown - Security revenue was $551.91 million, slightly below the average estimate of $553.57 million, with a year-over-year increase of +10.7% [4] - Compute revenue reached $171.46 million, compared to the average estimate of $173.75 million, marking a year-over-year increase of +13.2% [4] - Delivery revenue was reported at $320.13 million, exceeding the estimated $295.2 million, but showing a year-over-year decline of -2.8% [4] Stock Performance - Over the past month, shares of Akamai Technologies have returned -7.6%, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Data and Key Metrics Changes - Tucows reported a consolidated top line growth of 10% year over year in Q2 2025, with gross profit increasing by 6% and adjusted EBITDA rising by 37% to $12.6 million [6][32] - Corporate net debt decreased to $190.3 million, marking a fifth consecutive quarterly decline, with net leverage at 3.14 times and interest coverage at 3.99 times [6][36] - Year-to-date adjusted EBITDA reached $26.2 million, slightly ahead of the full year guidance of $47 million [6][36] Business Line Data and Key Metrics Changes - Tucows Domains experienced an 8% year-over-year revenue increase in Q2, with gross margin expanding by 14% and adjusted EBITDA growing by 12% [10][33] - WaveLow's revenue increased by 20.5% year over year to $12.7 million, with gross margin rising by 23.6% [16][34] - Ting's revenue grew by 12% year over year to $16.4 million, driven by an 8% increase in subscribers and small ARPU improvements [23][34] Market Data and Key Metrics Changes - The overall combined renewal rate for all TLDs across Tucows' brands was 75%, slightly declining but above the industry average [12] - The wholesale channel revenue rose by 8% year over year to $57.3 million, while retail channel revenue increased by 10% to $10.3 million [11] Company Strategy and Development Direction - Tucows is focusing on executing the Radix migration and developing hosting and billing initiatives, while pursuing new GTLD opportunities slated for 2026 [15] - The company is transitioning from building networks to a pure play ISP model, with a focus on selling non-strategic assets [26][40] - The strategy includes leveraging AI tools to improve customer acquisition costs and conversion rates [30][41] Management's Comments on Operating Environment and Future Outlook - The management noted mixed economic signals but remains prudent and conservative in their approach [38] - The US fiber market is transitioning towards execution, with increasing demand and a shift in capital strategies [41] - The company is actively evaluating strategic paths to unlock value and support long-term success [43] Other Important Information - Tucows signed a contract with Radix to provide technical services, with migration expected towards the end of the year [9][14] - The company successfully sold non-strategic assets for over $15 million in three transactions [26][36] Q&A Session Summary - No live Q&A session was held; instead, questions were invited via email, with responses to be posted on August 26 [2][3][44]