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Photonics, Satellites, Repeaters: Is IonQ Building the Next Cloud?
ZACKS· 2025-07-09 16:36
Key Takeaways IONQ topped Q1 estimates and unveiled plans to build a full-stack quantum networking platform. Acquisitions like Lightsynq and Capella target repeaters and satellite QKD for long-distance quantum links. Past deals with Qubitekk and ID Quantique give IONQ working networks and top-tier commercial clients.IonQ (IONQ) is no longer just a quantum hardware innovator. It is evolving into a full-stack platform aiming to dominate the quantum Internet. In its first-quarter 2025 results, IonQ reported ...
AEVA Stock Is Skyrocketing - Is the Hype Really Justified?
ZACKS· 2025-07-09 13:46
Core Insights - Aeva Technologies (AEVA) has experienced a dramatic stock price increase of approximately 1,200%, rising from $2.50 in September to $30, with a peak of $38.80 in June, adding about $1.5 billion to its market value [1][6] - The surge is attributed to increased product sales, a $50 million investment from a strategic partner, and more orders from industrial clients, but questions remain about the sustainability of this growth [1][6] - The LiDAR technology market is still developing, and while AEVA's FMCW-based sensors are unique, competition from manufacturers developing in-house LiDAR systems poses a risk to AEVA's market share [1][2] Financial Performance - Aeva Technologies' stock has surged nearly 700% in the first half of 2025 [5] - The company's current valuation stands at $1.7 billion, which raises concerns when compared to competitors like Ouster (OUST), which reported $32.6 million in revenues in the first quarter of 2025, nearly ten times AEVA's revenue [2][6] - AEVA's forward price-to-sales ratio is 53, significantly higher than the industry average, indicating potential overvaluation [7] Competitive Landscape - Ouster's healthy profit margin of 41% and expected revenue growth of around 30% this year highlight the competitive challenges AEVA faces [2] - The valuation of AEVA at $1.7 billion compared to Ouster's $1.2 billion suggests that AEVA's stock price may be pricing in future growth that has not yet materialized [2]
NextGen Digital Announces Private Placement of Special Warrants Convertible into Secured Digital Asset-Backed Notes
Globenewswire· 2025-07-09 11:30
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATESVancouver, B.C., July 09, 2025 (GLOBE NEWSWIRE) -- NextGen Digital Platforms Inc. (CSE:NXT) (OTCQB:NXTDF) (FSE:Z12) (“NextGen” or the “Company”) is pleased to announce that it has entered into a term sheet with an arm’s-length purchaser (the “Purchaser”) providing for a non-brokered private placement (the “Offering”) of up to 2,000 special warrants of the Company (the “Special Warrants”) for gross proceeds of up ...
Alibaba Expands Data Centers Across Asia: A New Growth Catalyst?
MarketBeat· 2025-07-09 11:10
Few investors are willing to put their capital to work outside of the United States stock market; however, in today’s global economy and opportunity-based environment, this could be a massive sunk cost of opportunity that not many can afford to take on in their portfolios. For this reason, diversifying into international growth stories can be a great strategy moving forward. Alibaba Group TodayBABAAlibaba Group$107.97 +1.70 (+1.60%) 52-Week Range$73.87▼$148.43Dividend Yield0.95%P/E Ratio14.49Price Target$1 ...
Akamai Technologies To Hold Second Quarter 2025 Investor Conference Call On Thursday, August 7, at 4:30 PM ET
Prnewswire· 2025-07-09 11:01
CAMBRIDGE, Mass., July 9, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, August 7, 2025, at 4:30 p.m. ET. The call will include the company's second quarter 2025 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live via the internet at Akamai's Investor Relations  ...
AI创业公司押宝出海,云厂商看到商机
Nan Fang Du Shi Bao· 2025-07-09 10:39
南都讯 记者 杨柳 走出海路线的中国AI初创公司已不在少数,国内云厂商试图抓住这些公司对海外云服 务的需求。 记者从7月9日北京的2025阿里云中企出海峰会上获悉,视频模型公司生数科技、作业帮旗下海外AI教 育应用Question.AI,以及近期火爆的AI图像生成公司LiblibAI等,已与阿里云合作来拓展海外市场。 LiblibAI当前全球用户访问量已超1亿。公司联合创始人张子捷介绍,出海面临合规、全球访问一致、业 务快速迭代、多模型并发调用等问题。为此,LiblibAI会基于阿里云海外基础设施的合规能力,来保障 海外业务数据安全、隐私保护等方面的合规性,以支持图像生成服务在多个国家顺利落地。产品上, LiblibAI通过接入阿里通义系列模型,实现多模型并发调用与推理成本控制。 张子捷提供的数据显示,基于阿里云的服务,LiblibAI的海外上线效率提升了60%,研发运维效率提升 79%,版本迭代加快90%。 阿里云智能集团副总裁、公共云事业部首席架构师韩鸿源表示,今年以来,阿里云正加速打造全球云计 算一张网,在全球每个节点部署全栈AI能力,增强出海合规、服务和生态团队建设。 "AI叠加出海带来了更多的可能性 ...
3 Stocks Seeing Big Investor Interest: NVDA, PLTR, AMZN
ZACKS· 2025-07-09 01:31
Group 1: NVIDIA - NVIDIA's Data Center sales reached $39.1 billion, a 73% increase from $22.5 billion in the same period last year [2] - The stock trades at a forward 12-month earnings multiple of 32.8X, significantly lower than its five-year high of 106.3X and median of 48.4X [3] - The current PEG ratio stands at 1.1X, again below five-year highs and median [3] Group 2: Palantir - Palantir's quarterly sales grew by 40% year-over-year, with an upgraded sales outlook for the current year [6] - Customer count increased nearly 40% year-over-year and 8% sequentially, with a record U.S. commercial total contract value of $810 million, up 180% year-over-year [8] Group 3: Amazon - Amazon's AWS segment reported sales of $29.3 billion, a 17% increase year-over-year [9] - The company signed several new AWS deals with major firms including Adobe, Uber, and Cisco, indicating strong demand for AWS services [10] - Analysts project a Zacks Consensus EPS estimate of $6.22 for the current fiscal year, reflecting a 12.5% year-over-year growth [13] Group 4: Overall Market Context - The AI frenzy has kept stocks like NVIDIA and Palantir in high demand, while Amazon's AWS performance contributes to its ongoing attention [15] - All three companies operate in a favorable environment, benefiting from strong demand driven by AI and cloud services [16]
X @Investopedia
Investopedia· 2025-07-08 21:00
Oracle has a new top bull on Wall Street. Jefferies raised its price target for the cloud computing giant’s stock to $270 from $220, the most bullish target among firms tracked by Visible Alpha. https://t.co/9F5il92oQe ...
Why Quantum Computing Stock Skyrocketed 69.3% in June -- and What Comes Next?
The Motley Fool· 2025-07-08 20:43
Quantum Computing (QUBT -2.62%) stock recorded another month of big gains in June's trading. The tech specialist's share price surged 69.3% in the month, according to data from S&P Global Market Intelligence. Over the same period, the S&P 500 (^GSPC -0.07%) bounded 5% higher, and the Nasdaq Composite (^IXIC 0.03%) rose 6.6%.Excitement surrounding quantum-computing technologies continued to rise last month, and bullish indicators for the broader market helped power huge rallies for some players in the space. ...
A Bright Outlook for US Tech and Stocks
Bloomberg Technology· 2025-07-08 20:03
The commitment that we're seeing from certain companies taken matter, but also Microsoft and Google, the so-called hyperscalers, to invest with such certainty in winning the so-called superintelligence race. Is this the right thing you want to be hearing and seeing. Yeah, I think it is.This is an exceptionally big money competition. It takes really deep pockets to attract the engineering talent to get the compute power. So the big companies are flexing their muscles and showing great commitment and they're ...