SYDNEY, July 07, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (together with its subsidiaries, “IREN” or “the Company”), today published its monthly update for June 2025. June Highlights Record monthly revenue and hardware profit350 EH/s mid-year target achievedAI Cloud expanded with ~2.4k Blackwell GPUs$550m convertible notes offering oversubscribedUS domestic issuer status transition completeCustomer and financing workstreams progressing across AI verticals Key MetricsJun 25May 25Bitcoin Mining ...

Key Takeaways Neudesic renewed its Microsoft Cloud Security Specialization to secure hybrid and multi-cloud systems. The move deepens IBM's integration with Microsoft and strengthens its enterprise security offerings. The certification supports IBM's growth in cloud consulting, boosting its presence across key industries.Neudesic, a subsidiary of International Business Machines Corporation (IBM) , has renewed its Cloud Security Specialization with Microsoft Corporation (MSFT) to continue delivering enterp ...

Imagine investing $1,000 in a stock that seems to have a lot of promise. You watch the stock move higher, then lower, then higher again. However, you remain steadfast throughout the volatility and hang on for the ride. Twenty-eight years go by. You look at your brokerage account to find that your initial $1,000 investment is now worth nearly $2.25 million. This isn't a pie-in-the-sky scenario. Anyone who bought $1,000 worth of Amazon's (AMZN 1.62%) shares at its initial public offering on May 15, 1997, and ...

Core Insights - Berkshire Hathaway, led by Warren Buffett, has shifted its investment strategy towards the tech sector, particularly in artificial intelligence (AI) [1][2] - As of now, two major AI companies represent approximately 22% of Berkshire's $279 billion public stock holdings [2] Group 1: Apple Inc. - Apple stock constitutes 21.2% of Berkshire's portfolio, making it the largest holding [5] - Berkshire has reduced its position in Apple significantly, selling 605 million shares over the past year and 10 million shares in Q4 2023, down from a peak of 915 million shares [4][5] - Concerns have arisen regarding Apple's performance in the AI sector, especially compared to competitors like Nvidia and Microsoft, which have seen substantial demand for their AI products [7] - Apple's iPhone remains the primary revenue driver, but the introduction of the Apple Intelligence software has not significantly impacted sales, particularly in China where regulatory challenges hindered the iPhone 16 launch [8][9] Group 2: Amazon.com Inc. - Amazon represents a small portion of Berkshire's portfolio at just 0.7%, but it holds significant potential due to its leading position in the cloud services market with a 30% share [10] - The company plans to invest over $100 billion in its AI platform in 2025, launching numerous features to cater to a wide range of clients [11] - Amazon's CEO has emphasized the ongoing shift from on-premises IT spending to cloud services, positioning the company to benefit from this transition [13] - With its extensive opportunities in AI, Amazon is poised to potentially become the largest company by sales and market cap in the near future [14]

Core Viewpoint - Oracle's cloud business is experiencing significant growth, with multiple large cloud service agreements signed, including one expected to generate over $30 billion in annual revenue starting from fiscal year 2028, leading to a surge in stock price to historical highs [1] Group 1: Cloud Business Performance - Oracle's multi-cloud database revenue continues to grow at over 100% year-on-year, indicating strong market demand [1] - The company reported a strong start to fiscal year 2026, with expectations that the new agreements will not impact the fiscal year 2026 performance guidance [1] Group 2: Analyst Upgrades - Stifel analysts upgraded Oracle's rating from hold to buy and raised the target price from $180 to $250, an increase of nearly 39% [4] - The report highlights sustainable cloud business growth and operational cost management as key drivers for accelerated earnings growth in fiscal year 2027 and beyond [4] Group 3: AI and Market Position - Oracle has become a preferred third-party cloud service provider for leading AI model companies, with four out of five major AI language model manufacturers utilizing its data centers [5] - The company's cloud infrastructure has emerged as a rapid growth alternative to industry giants like Amazon, Microsoft, and Alphabet, contributing to a 60% stock price increase last year, the best performance since 1999 [5] Group 4: Financial Performance - Following a strong fourth-quarter earnings report, Oracle's stock price surpassed the record high set in December of the previous year [6] - The company's core cloud applications, particularly Fusion ERP and NetSuite, have shown significant acceleration in growth, driven by enterprises migrating to the cloud to leverage AI capabilities [8]

【导读】 美联储博斯蒂克维持今年一次降息展望，美股震荡上涨 中国基金报记者 泰勒 大家好啊，7月开始了！希望这个月对咱们基民股民都好一点，一起关注一下海内外的市场消息。 美联储降息新消息 6月30日，亚特兰大联邦储备银行行长拉斐尔·博斯蒂克表示，关税可能会对价格产生渐进式影响，而不是一次性冲击，这可能导 致对通胀的上行压力更为持久。 博斯蒂克在一场活动上表示： "这种风险会渗透到消费者和企业领导者的心理上。" 博斯蒂克表示，他在今年的预测中只写入了一次降息，2026年则预计有三次降息，但他也表示这些预测存在高度不确定性。 博斯蒂克重申，目前没有足够的信息可以支撑调整利率的决定。他补充说，美联储拥有等待更多信息的"奢侈"，因为美国劳动力 市场仍然表现稳健。 美联储官员之间已经出现了分歧，主要集中在如何看待关税对通胀的影响。 本月早些时候美联储政策会议发布的预测显示，有10位官员认为应当忽略关税带来的价格影响，预计今年至少会降息两次。但有 7位官员预计今年不会降息，显示他们更担心关税可能导致更持久的价格压力。 两位美联储理事克里斯托弗·沃勒和米歇尔·鲍曼表示，如果通胀保持温和，他们将支持最快7月就降息。但许多官员 ...

Group 1: Amazon - Amazon is expected to leverage artificial intelligence (AI) as a key growth driver over the next 20 years, benefiting both its e-commerce and cloud services segments [4][5] - The company may expand significantly into the healthcare sector and enhance its self-driving car unit, Zoox [5] - Amazon's leadership, characterized by a "Day One" mindset and a "culture of why," is likely to foster continuous growth opportunities [5] Group 2: Brookfield Infrastructure Partners - Brookfield Infrastructure Partners is recognized for its diversified portfolio, which includes assets such as cell towers, data centers, and pipelines across four continents [7][8] - The company generates stable cash flow, with approximately 85% of its funds from operations (FFO) being inflation-indexed or protected from inflation [8] - Brookfield Infrastructure Partners offers a distribution yield exceeding 5%, with expected annual distribution growth of 5% to 9% [9] Group 3: Enbridge - Enbridge operates a highly resilient business model, transporting about 30% of North America's crude oil and 20% of the natural gas consumed in the U.S. [11][12] - The company has the longest and most complex pipeline system globally, with significant expansions in its natural gas utility operations due to recent acquisitions [11][12] - Enbridge boasts a forward dividend yield of over 6% and has increased its dividend for 30 consecutive years, highlighting its low-risk, utility-like business profile [13]

AI云服务巨头CoreWeave正与数字基础设施公司Core Scientific就收购事宜重新展开谈判，这距离其去年收购提议被拒已过去 约一年时间。 去年收购被拒，股价已翻倍 两家公司的合作关系已持续多年。去年6月，双方宣布签署一系列为期12年的合同，Core Scientific将为CoreWeave的运营提 供数百兆瓦的托管服务，预计将为Core Scientific带来数十亿美元收入。 分析指出，这笔潜在交易如果达成，将进一步巩固CoreWeave在AI基础设施领域的地位，同时为其获得更多计算资源和电力 容量。 6月26日，据媒体报道，CoreWeave与数字基础设施公司Core Scientific的收购事宜可能在未来几周内敲定交易，前提是双方 不出现重大分歧。报道指出，随着人工智能需求激增，数据中心空间和电力资源短缺问题日益突出，促使相关企业通过并购 来获得更多计算资源和基础设施能力。 风险提示及免责条款 Core Scientific是众多试图从AI热潮中获益的比特币挖矿公司之一。人工智能应用的爆发式增长，导致数据中心空间和电力资 源出现短缺，而这为拥有大量计算基础设施的加密货币挖矿企业提供了转 ...

Key Takeaways APLD's adjusted EBITDA soared 878% to $10M, but GAAP net loss widened to $36.1M in Q3 FY25. APLD's sales rose 22% but missed estimates due to cloud transition issues and seasonal margin pressure. APLD secured $5B from Macquarie and $375M from SMBC while weighing AI Cloud Services divestiture.Applied Digital’s (APLD) fiscal third-quarter 2025 results reflect a mixed bag of progress and persistent challenges, fueling a deeper debate over the company's ability to maintain consistent profitabili ...

Artificial intelligence (AI) is all the rage today, and investors don't want to miss out. Companies like Nvidia and Palantir Technologies have delivered extraordinary gains for investors -- 816% and 1,600% over the past three years, respectively.Amazon (AMZN -0.57%) hasn't been as outstanding in that time frame, doubling over three years. That's still an impressive, market-beating feat. And Amazon is a lot more than AI, which is why it can keep growing, way past the AI era. Here are 10 reasons to buy it tod ...