Market Overview - The Nasdaq Composite has experienced a rough start to the year, dropping approximately 3.8% year-to-date and about 7.5% from its all-time high, nearing a technical correction of 10% [1] Advanced Micro Devices (AMD) - AMD's stock has seen a 55% decline over the past year due to struggles in its gaming and embedded segments, along with a forecasted sequential revenue decline [3][4] - Despite the downturn, AMD's data center segment is showing signs of recovery, with revenue growth in Q4 2024 increasing by 24% to $7.7 billion, up from just 9% growth in Q2 [5] - The decline in AMD's embedded segment has lessened, with a yearly revenue drop of 41% in Q2 reducing to 13% in Q4 [6] - AMD's valuation metrics are becoming attractive, with a forward P/E ratio of 22, suggesting that the current 55% discount in its stock may not last long [7] Broadcom - Broadcom's stock has recently fallen by 27%, presenting a buying opportunity for long-term investors [8][9] - The company is well-positioned to benefit from the growth of artificial intelligence, with an estimated AI-related revenue opportunity of $60 billion to $90 billion by 2027, up from $12.2 billion in 2024 [10] - Broadcom's diverse business model, with 42% of its 2024 revenue coming from software, helps mitigate the cyclical nature of the semiconductor industry [11] - The recent decline has lowered Broadcom's PEG ratio to 1.7, indicating it is reasonably priced for high-quality stocks [12] Amazon - Amazon's stock is viewed as appealing during market volatility, with a recent decline attributed to poor economic data and concerns over tariffs and AI stocks [14][15] - Historically, Amazon has recovered from significant pullbacks, with a $10,000 investment at the start of 2023 now worth over $24,000 despite recent sell-offs [17] - Amazon's fundamentals remain strong, with a well-managed and diversified business model across e-commerce, cloud services, and advertising [18]

Core Insights - SPS Commerce, Inc. is scheduled to present at the Morgan Stanley Technology, Media & Telecom Conference on March 6, 2025, at 8:30 AM P.T. [1] - The company is recognized as a leader in retail supply chain cloud services, connecting trading partners globally to enhance supply chain operations [2]. Company Overview - SPS Commerce operates the world's leading retail network, serving over 45,000 recurring revenue customers across various sectors including retail, grocery, distribution, supply, manufacturing, and logistics [2]. - The company has demonstrated consistent financial performance with 96 consecutive quarters of revenue growth [2]. - SPS Commerce is headquartered in Minneapolis and emphasizes data-driven partnerships through innovative cloud technology and customer-focused service [2].

深度聚焦RTE+AI，推动场景创新与体验升级。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，声网母公司Agora, Inc. ( NASDAQ: API )于11月26日发布了2024年第三季度 财报。 财报显示， 第三季度 Agora, Inc.实现总营收3157万美元，其中，业务聚焦在中国市场的声网实现 Q3营收1.13亿人民币。聚焦非中国市场的Agora实现Q3营收1570万美元 。 在资金储备方面，财报显示截至2024年9月30日，Agora, Inc.现金、现金等价物、银行存款及理财 产品3.63亿美元。 "近期，Agora推出了 Conversational AI SDK，并与 OpenAI Realtime API 合作，让开发者能够 在任何应用程序中加入语音驱动的对话式 AI 能力。"Agora, Inc. 创始人兼 CEO 赵斌表示，"我们 相信，能以语音与人类进行自然对话的多模态 AI 将在客户服务、教育和健康等多个场景中得到广泛 应用，而我们有望成为对话式 AI 的关键基础设施。" "为了支持这一愿景，我们进行了一些组织调整 ...

As filed with the Securities and Exchange Commission on May 31, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 APPLIED DIGITAL CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Nevada 7374 95-4863690 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 3811 Turtle Creek ...