Core Insights - IBM has launched its first Quantum System Two outside the United States, co-located with RIKEN's supercomputer Fugaku in Japan, marking a significant milestone in quantum computing [1][4] - The IBM Quantum System Two is powered by the 156-qubit IBM Quantum Heron processor, which has demonstrated a two-qubit error rate of 3x10^-3, significantly improving performance over the previous generation [1][2] - The integration of quantum and classical computing systems aims to enhance research capabilities in advanced algorithms, particularly in fundamental chemistry problems [2][3] Company Developments - The IBM Quantum System Two was officially launched on June 24, 2025, during a ceremony attended by key figures from IBM and RIKEN, highlighting the collaboration between the two organizations [4][5] - The connection between IBM's quantum system and Fugaku allows for the development of hybrid workflows that leverage the strengths of both quantum and classical computing [3][5] Research and Innovation - The collaboration aims to discover algorithms that provide quantum advantage, enabling faster, cheaper, or more accurate solutions compared to classical methods [6] - Recent research featured in Science Advances demonstrates the potential of near-term quantum computers to model complex systems, such as the electronic structure of iron sulfides, which is crucial for various chemistry applications [6]

Group 1 - Commvault Systems (CVLT) stock increased by 1% to $172.16, outperforming the S&P 500's daily gain of 0.96% [1] - The stock has decreased by 2.28% over the past month, underperforming the Computer and Technology sector's gain of 2.53% and the S&P 500's gain of 0.5% [1] Group 2 - The upcoming earnings report is expected to show an EPS of $0.97, a 14.12% increase year-over-year, and revenue of $268.63 million, reflecting a 19.57% rise from the same quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of $4.13 per share and revenue of $1.13 billion, indicating year-over-year changes of +13.15% and +13.97% respectively [3] Group 3 - Recent estimate revisions are correlated with near-term share price momentum, and positive revisions indicate optimism about the business outlook [4][3] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a history of outperforming, with 1 stocks returning an average annual gain of +25% since 1988 [5] Group 4 - Commvault Systems has a current Forward P/E ratio of 41.29, which is a premium compared to the industry average of 25.16 [6] - The Computer - Software industry ranks in the top 18% of all industries, with a current Zacks Industry Rank of 43 [6][7]

Key Takeaways MSTR has surged 27.7% YTD, outperforming MARA, RIOT, and TSLA despite trading 32% below its 52-week high. Strategy holds 592,100 Bitcoins, benefiting from strategic reserve policy by the Trump administration. Subscription revenues rose 62% YOY in Q1, driven by Strategy One.MicroStrategy (MSTR) , doing business as “Strategy,” shares closed at $369.70 on Friday, 32% below the 52-week high of $543 it hit on Nov. 21, 2024. Strategy shares have appreciated 27.6% year to date (YTD), while the Zack ...

Super Micro Computer shares fell Monday after the AI server maker said it plans to issue $2 billion in convertible bonds. https://t.co/8FCdvOWOua ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Micron (MU) , which belongs to the Zacks Computer - Integrated Systems industry.This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 5.69%.For the most recent quarter, Micron was expected to post earnings of $1.43 per share, but it reported ...

Core Insights - Canalys (now part of Omdia) reported that India's PC (excluding tablets) shipments are expected to grow by 13% year-on-year in Q1 2025, reaching 3.3 million units [1] Summary by Category Shipment Growth - The notebook segment is projected to see a significant increase, with shipments rising by 21% to 2.4 million units, making it the primary driver of growth [1] - In contrast, desktop shipments are expected to decline by 3%, totaling 906,000 units [1]

Canalys最新研究，2025年第一季度，印度PC(不含平板电脑)出货量同比增长13%，达到330万台。其 中，笔记本出货量增长21%，达240万台，成为增长主力；台式机出货量则同比下滑3%，至90.6万台。 混合办公的普及以及消费者和企业对生产力工具的需求，使笔记本依然是推动印度数字化进程的核心。 相比之下，印度平板电脑出货量同比大幅下滑24%，仅为100万台。预计2025年全年，印度PC市场将增 长6%，出货量突破1500万台；而平板电脑市场将萎缩8%。 ...

该研究于 2025 年 6 月 12 日发表于 国际顶尖学术期刊 Nature ，论文题为： An instantaneous voice-synthesis neuroprosthesis ，论文作者来自加州大学戴 维斯分校。 该研究利用植入式 脑机接口 （BCI） ，结合 低延迟处理和 AI 驱动的解码模型，将一位已瘫痪的 渐冻症 （ALS） 患者大脑中的神经活动转化为语言，并通过扬 声器实时合成并输出 （仅延迟 8.5 毫秒） ，从而帮助他实现流畅、且有感情地" 说话甚至唱歌 "。 研究团队将 脑机接口 （BCI） 植入到一名已经几乎完全失去发音能力的 渐冻症 （ALS） 患者的大脑，通过 256 个微电极记录负责语言运动功能的 腹侧中央前 回 的神经活动，并实时合成语音，通过 闭环音频反馈进行调整 ，克服了训练神经解码器时缺乏真实语音的难题，成功准确合成了他的声音。除了语音内容，研 究团队还从大脑神经活动中解码出了副语言特征，使患者能够实时调节其脑机接口合成的声音，从而改变语调并哼唱简短的旋律。这项临床研究 表明， 通过脑机 接口让瘫痪者清晰且富有感情地说话是可行的 。 撰文丨王聪 编辑丨王多鱼 排版 ...

Core Viewpoint - Huawei's commercial brand, Huawei Qingyun, is leveraging the power of HarmonyOS to reshape the commercial terminal market, particularly in high-sensitivity industries like finance, where data security and privacy are paramount [1][4]. Group 1: Product Launch and Features - Huawei Qingyun has introduced its first HarmonyOS commercial laptop, the Huawei Qingyun HM940, along with the Harmony Office Commercial Solutions, addressing the increasing demand for secure and stable commercial terminal devices [1][6]. - The Huawei Qingyun HM940 is powered by HarmonyOS 5 and features a new security architecture, Star Shield, which enhances system-level security and stability [4][6]. - The data security triple protection system in HarmonyOS 5 ensures comprehensive data safety throughout the lifecycle of the device, preventing data leaks and giving users control over their data security [6]. Group 2: Market Strategy and Ecosystem Development - Huawei Qingyun is building a more secure and efficient Harmony ecosystem in the commercial sector, particularly for the financial industry, while accelerating the adoption of HarmonyOS across various industries [3][12]. - The launch of the Qingyun Galaxy Plan aims to create a prosperous ecosystem by providing various rights and benefits to pioneer customers, thereby reducing barriers to entry for government and enterprise clients [11][12]. - The collaboration with leading industry partners, such as Qi Anxin and Lianruan, is focused on developing enterprise-level security solutions that address privacy and data security challenges for a diverse range of enterprise users [7][12]. Group 3: Future Vision and Goals - Huawei aims to expand the Harmony computer ecosystem over the next 3-5 years, focusing on full-stack autonomy and cross-end integration as key differentiators [12]. - The company plans to continue collaborating with partners to develop more efficient and secure Harmony Office Commercial Solutions, catering to the IT management and operational needs of various industries [12][13]. - The dynamic cycle of innovation within the Harmony ecosystem is expected to reshape industry standards and drive digital transformation across sectors [12].

Company Performance - BigBear.ai Holdings, Inc. (BBAI) closed at $4.00, reflecting a +1.01% change from the previous day, outperforming the S&P 500's daily loss of 0.22% [1] - Over the last month, BBAI shares increased by 3.66%, exceeding the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.45% [1] Upcoming Financial Results - Analysts expect BigBear.ai to report earnings of -$0.07 per share, indicating a year-over-year decline of 75% [2] - Revenue is forecasted to be $40.99 million, representing a 3.04% growth compared to the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of -$0.41 per share and revenue of $166.85 million, reflecting year-over-year changes of +62.73% and +5.45%, respectively [3] Analyst Estimates and Outlook - Recent modifications to analyst estimates for BigBear.ai are crucial as they reflect short-term business trends [4] - Upbeat changes in estimates suggest a favorable outlook on the company's health and profitability [4] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks BigBear.ai at 4 (Sell) [6] - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7]