Zeta Global Holdings (ZETA) shares ended the last trading session 6.2% higher at $15.9. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 18.9% gain over the past four weeks.The shares rose on renewed investor interest in AI marketing tech, supported by strong analyst ratings and momentum from solid prior earnings and growth outlook.This cloud-based marketing technology company is expected to post quarterly earnings ...

Core Viewpoint - Shanghai has officially launched a computing power monitoring and scheduling platform aimed at promoting the centralized, integrated, and collaborative development of computing resources [1] Group 1: Platform Launch and Features - The platform will enable unified monitoring of computing resources in Shanghai and enhance intelligent scheduling and operational capabilities [1] - It has achieved interconnectivity with the China Computing Power Platform (Shanghai), indicating a collaborative dynamic of "computing power + data + industry scenarios" in Shanghai and the Yangtze River Delta region [1] Group 2: Partnerships and Agreements - During the platform launch, several organizations including Shanghai Supercomputing Center, National (Shanghai) New Internet Exchange Center, and various telecom operators signed the "Computing Power Ecological Partnership Cooperation Agreement" [1] - The establishment of the Shanghai Digital Infrastructure Association was announced to accelerate technological innovation and development in the city's digital infrastructure sector [1] Group 3: Achievements and Standards - The "IoT Intelligent Perception Data Platform Interface Specification" and two other group standards have been introduced as part of the "IoT Smart Connection" initiative, which has already yielded significant results in key areas such as public services, vehicle networking, smart retail, smart home, and industrial manufacturing [1]

只需企业下达指令，AI就能自主完成用户洞察、人群挖掘、多触点组合营销、智能效果归因等全套流 程工作，不仅可帮助京东商家通过文本短信、Push消息、富媒体短信等形式触达用户，还能利用品牌签 约的明星声音和形象，以电话外呼、视频外呼、C端定制惊喜电话的方式触达用户、经营粉丝，助力品 牌生意高效增长。 基于京东大模型，在AI语音识别方面，可将语音精准转为文字，支持录音文件、实时通话，不仅能把 握超过20种方言和外语，还能识别用户情绪、生成实时字幕、区分说话人、覆盖近场和远场。这项能力 也开放端云协同部署，让企业按需自由使用。 在AI语音合成方面，可将文字转化为语音，支持上百种音色选择，能实现秒级音色克隆。20万小时的 数据积累，让模型具备高度泛化能力，能根据各种prompt需求，合成韵律丰富、自然的音频，让用户听 得清晰、明白、舒适。 伴随大模型演进，雇佣"数字员工"已成为企业标配。三位京东数字员工，就能帮企业搞定交互营销、语 音识别和语音生成。 在AI交互营销方面，京东运用全自研的语音语义、大模型、5G视频等业界领先技术，基于品牌+用户双 方授权数据，可帮助企业进行低成本、大批量、个性化的用户沟通，同时兼顾用户隐 ...

Cipher Mining Inc. (CIFR) closed the most recent trading day at $6.42, moving +2.39% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.54% for the day. Meanwhile, the Dow experienced a rise of 0.52%, and the technology-dominated Nasdaq saw an increase of 0.74%. Shares of the company witnessed a gain of 64.57% over the previous month, beating the performance of the Business Services sector with its loss of 1.28%, and the S&P 500's gain of 4.2%.The upcoming earnin ...

Company Performance - Bit Digital, Inc. (BTBT) closed at $4.01, reflecting a +2.04% change from the previous day's closing price, outperforming the S&P 500 which gained 0.54% [1] - Prior to the recent trading session, BTBT shares had increased by 63.07%, contrasting with the Business Services sector's decline of 1.28% and the S&P 500's gain of 4.2% [1] Earnings Expectations - The upcoming earnings disclosure is expected to show an EPS of -$0.02, indicating a 100% decline compared to the same quarter last year [2] - For the full year, Zacks Consensus Estimates project an EPS of -$0.32 and revenue of $123.6 million, representing changes of -14.29% and +14.39% respectively from the previous year [2] Analyst Estimates - Recent changes in analyst estimates for Bit Digital, Inc. are crucial as they reflect the evolving short-term business dynamics [3] - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [3] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong historical performance, with 1 stocks averaging an annual return of +25% since 1988 [5] - Over the last 30 days, the Zacks Consensus EPS estimate for Bit Digital, Inc. has decreased by 90%, and the company currently holds a Zacks Rank of 3 (Hold) [5] Industry Overview - The Technology Services industry, part of the Business Services sector, has a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [6] - The Zacks Industry Rank evaluates the strength of industry groups based on the average Zacks Rank of individual stocks, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [6]

Company Performance - AppLovin's stock closed at $363.78, reflecting a gain of +2.33% from the previous trading session, outperforming the S&P 500's gain of 0.54% [1] - Over the past month, AppLovin's shares increased by 3.23%, while the Business Services sector experienced a loss of 1.28% and the S&P 500 gained 4.2% [1] Upcoming Earnings Report - AppLovin is set to release its earnings on August 6, 2025, with an expected EPS of $2, indicating a significant increase of 124.72% from the same quarter last year [2] - Revenue is forecasted to be $1.21 billion, representing a growth of 12.16% compared to the corresponding quarter of the previous year [2] Full Year Estimates - For the full year, analysts expect earnings of $8.44 per share and revenue of $5.46 billion, marking increases of +86.31% and +15.98% respectively from the previous year [3] - Recent changes in analyst estimates for AppLovin are crucial as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3][4] Valuation Metrics - AppLovin's current Forward P/E ratio is 42.11, which is a premium compared to the industry average of 20.55 [6] - The company has a PEG ratio of 2.11, higher than the Technology Services industry's average PEG ratio of 1.55 [6] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

Symbotic Inc. (SYM) shares ended the last trading session 8.7% higher at $52.76. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 55.8% gain over the past four weeks.The stock is benefiting from the company’s strong project execution, innovation, and a clear product innovation roadmap.This company is expected to post quarterly earnings of $0.03 per share in its upcoming report, which represents a year-over-year chan ...

Core Insights - MicroCloud Hologram Inc. has announced a significant investment of up to $200 million in Bitcoin and cryptocurrency-related securities derivatives, reflecting its strategic vision for future business expansion in the cryptocurrency sector [1][2][3] - The company currently holds approximately $394 million in cash reserves, which will be allocated towards derivatives and technology development in advanced fields such as Bitcoin-related blockchain, quantum computing, quantum holography, and AI-powered AR [1][3] - The cumulative investment income from these initiatives has reached $34.67 million, indicating the company's commitment to maintaining a strong financial position while creating long-term value for shareholders [2][3] Investment Strategy - The purchase of Bitcoin and its derivatives is part of the company's capital reserve strategy aimed at enhancing financial stability and long-term growth potential through diversified investments [2][3] - The allocated funds will primarily target cryptocurrencies with significant market influence and growth potential, as well as related securities derivatives, to diversify and strengthen the overall asset portfolio [3] Future Development Plans - MicroCloud plans to invest over $400 million in cutting-edge technology sectors, including Bitcoin-related blockchain development, quantum computing, quantum holography, and AI and AR technologies [5]

Core Viewpoint - The emergence of Beijing Zhipu Huazhang Technology Co., Ltd. (referred to as "Zhipu") marks a significant milestone in China's AI large model sector, as it becomes the first among the "AI Six Tigers" to initiate the A-share IPO process amid the global AI wave and intensifying Sino-U.S. tech competition [2][3][4]. Group 1: IPO Plans and Market Position - Zhipu has submitted its IPO guidance to the Beijing Securities Regulatory Bureau, with China International Capital Corporation (CICC) as the advisory firm, indicating its ambition to be a leader in the AI sector [2][3]. - There are reports suggesting that Zhipu is considering shifting its IPO location from mainland China to Hong Kong, potentially raising around $300 million (approximately 2.34 billion HKD) [3]. - The company is simultaneously preparing for both A-share and Hong Kong listings, with a higher probability of an A-share listing [3][6]. Group 2: Company Background and Financials - Founded in June 2019, Zhipu has a registered capital of 36.22 million yuan and is controlled by Tang Jie and Liu Debing, who collectively hold 36.96% of the voting rights [5][6]. - Zhipu's latest valuation reached over 40 billion yuan following a series of funding rounds, with a notable investment of 1 billion yuan from state-owned capital [6][7]. Group 3: Technological and Market Challenges - The company aims to develop a new generation of cognitive intelligent large models, leveraging technology from Tsinghua University, and aspires to achieve general artificial intelligence (AGI) [6][7]. - Despite its technological advancements, Zhipu faces challenges in commercializing its products, particularly in the consumer sector, where it lacks competitive advantages compared to larger firms [10][11]. - The competitive landscape is intensifying, with other members of the "AI Six Tigers" also making significant strides, such as MiniMax, which recently secured nearly $300 million in funding [11][12].

Company Overview - ADTRAN Holdings (ADTN) shares increased by 9.2% to $9.66 in the last trading session, with a notable trading volume, and have gained 13.5% over the past four weeks [1][2] Financial Performance - Preliminary second-quarter 2025 revenue estimates for ADTRAN are between $262.5 million and $267.5 million, surpassing previous guidance of $247.5 million to $262.5 million, driven by improved market conditions and rising product demand [2][3] - The company anticipates quarterly earnings of $0.01 per share, reflecting a year-over-year increase of 104.2%, with expected revenues of $257 million, a 13.7% rise from the same quarter last year [3] Market Sentiment - Management believes that favorable business conditions are contributing to higher demand trends [3] - The consensus EPS estimate for ADTRAN has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [5] Industry Context - ADTRAN is part of the Zacks Technology Services industry, where another company, Jamf Holding (JAMF), saw a 3.5% increase in its stock price but has returned -13.2% over the past month [5][6] - Jamf Holding's consensus EPS estimate has also remained unchanged, with a year-over-year change of +21.4% expected [6]