Strategic Distribution Partnership Brings DarcyIQ and AI Revenue Acceleration to Broader Partner NetworkROCHESTER, N.Y., July 14, 2025 /PRNewswire/ -- DarcyIQ, the AI revenue acceleration platform, today announced the release of DarcyIQ AWS Partner Edition. This new package is designed to help AWS partners automate deal flow management, accelerate sales cycles, and maximize funding opportunities within the AWS ecosystem. DarcyIQ was developed by Innovative Solutions, an AWS Premier consulting partner and to ...

Core Viewpoint - Castellum, Inc. has made significant progress in its strategic transition from a start-up phase to a focus on organic growth, enhancing its capabilities and competitive position in the cybersecurity and defense sectors [2][4][8]. Group 1: Company Progress and Strategy - Since July 1, 2024, Castellum has transitioned from a start-up phase to a Phase 2 strategy focused on organic growth and strengthening its foundational platform [2][3]. - The company has integrated its operations across all business functions, emphasizing business development and enhancing its opportunity pipeline [3][4]. - Castellum has raised over $16 million through public offerings and warrant exercises, reducing long-term debt to less than $5 million [5]. Group 2: Achievements and Capabilities - Castellum won its largest prime contract in history, valued at $103.3 million, for Special Missions support of the Naval Air Systems Command [5]. - The company has established a new subsidiary focused on advanced technology products, complementing its tech-enabled services [5][8]. - Castellum has received consistent "best in industry" contractor performance assessment reports from government customers, indicating high-quality service [5]. Group 3: Future Outlook - The company aims to enhance shareholder value and strengthen national defense through strategic acquisitions and contract wins [9]. - Castellum is committed to increasing the volume and quality of proposals, likening its strategy to taking more swings at the right pitches in baseball [5]. - The leadership team has been restructured to include greater industry and technology experience, positioning the company for future growth [5][6].

戴炜表示，呼和浩特具有科创资源集聚、算力底座坚实、应用场景丰富等优势，非常利于发展以绿色算 力、人工智能为支撑的新一代信息技术产业集群。联想方案服务将深度赋能呼和浩特市进入智慧城市 4.0阶段，抢先创建富有绿色可持续发展特征的高水准城市超级智能体。 此次合作标志着联想与呼和浩特市将联合打造以"智能中枢+绿色算力"为核心的智慧城市4.0模式，双方 将通过技术赋能治理、产业、生态、民生四大维度，推动"中国云谷"步入智慧城市4.0时代，为全国"人 工智能+"与碳中和目标协同推进提供前沿实践典范。 据了解，联想城市超级智能体采用"1+N智能体"架构，即由1个核心中枢协同多个领域智能体实现复杂 任务处理与服务供给，这个核心中枢负责感知、交互、认知、决策、规划、编排，并通过宏观层面实现 计算与资源调度，统筹各领域智能体协同运作，形成全局统筹+专业执行的协作体系。 今年以来，联想城市超级智能体已在福建武夷山、湖北宜昌、上海虹口等地相继落地，积累了丰富的实 践经验。IDC发布的《中国IT服务市场（2024下半年及全年）跟踪报告》显示，联想方案服务问鼎中国 IT服务市场，年营收复合增长率同样跃居市场首位。（记者战钊） 来源：光 ...

转自：交汇点新闻 7月11日，"就在南京"大学生就业培训直通车启动。首期24位离校未就业高校毕业生在南京交通技师学 院正式开启为期七周的"人工智能技术应用"职业技能培训，合格后即可直接入职江苏润和软件股份有限 公司、南京软通动力信息技术服务有限公司等华为鸿蒙生态核心企业。 据了解，就业培训直通车最大亮点是培训学员100%就业。培训合格的学员可直接与企业签订劳动合 同，对于培训技术未能及时通过考核、未被企业录用的学员，培训学校也将通过相应就业指导和服务， 进行二次培训或推荐其他企业就业，确保培训一人，就业一人。 开班仪式上，南京技师学院、南京铁道车辆技师学院等5家技工院校与中车南京浦镇车辆有限公司、江 苏未迟数字技术有限等知名企业签约合作，并将陆续开班。六大班型提供就业岗位149个，覆盖出海跨 境电商、人工智能、电气自动化、无人车操作等，为大学生提供多样选择。 "高校毕业生拥有扎实的理论知识基础，而就业培训则为他们补上了实践技能这关键一环。这种知识与 技能的叠加，让毕业生在就业市场上更具竞争力，也能更快地适应企业的工作需求。"南京市人社局职 业能力建设处处长朱清怡介绍，就业培训直通车将进一步扩大培训专业领域，紧 ...

Core Insights - BigBear.ai Holdings, Inc. (BBAI) has experienced a significant stock surge of nearly 86% over the past month, outperforming the broader market and tech peers [1][8] - Despite this rally, BBAI's stock is still trading at a 31% discount from its 52-week high of $10.36, while showing a 514% premium to its 52-week low [2] Financial Performance - In Q1 2025, BigBear.ai reported a 5% year-over-year revenue growth to $34.8 million, driven by projects with the Department of Homeland Security and digital identity initiatives [5] - The company's backlog increased by 30% year-over-year to $385 million, indicating strong future demand in national security, defense, and global infrastructure sectors [5][8] - BigBear.ai ended Q1 with $107.6 million in cash, significantly up from $50.1 million at the end of 2024, providing more flexibility for investments [15] Strategic Initiatives - Under new CEO Kevin McAleenan, BigBear.ai is focusing on mission-critical applications, including AI in defense and homeland security [6][7] - The company secured a key contract for the Department of Defense's Joint Staff J35 Orion AI platform, enhancing its position in national security applications [7] - BigBear.ai is also involved in Project Linchpin, a U.S. Army initiative for AI-driven drone operations, showcasing its commitment to defense technology [7] Partnerships and Market Position - BigBear.ai has formed strategic partnerships both domestically and internationally, including collaborations with Easy Lease and Vigilix in the UAE, and Analogic for airport security enhancements [10][11] - High-profile partnerships with Amazon, Palantir, and Autodesk further validate BigBear.ai's AI solutions and expand its market credibility [11] Valuation Metrics - Despite the stock surge, BigBear.ai's forward 12-month Price/Sales ratio of 11.66 remains below the industry average of 19.3, suggesting it is relatively undervalued [12] - The company's historical P/S range indicates that current levels are not overstretched, especially given the rising importance of AI in defense [12] Earnings Outlook - BigBear.ai is expected to post a loss of 41 cents per share in 2025, an improvement from last year's loss of $1.10, with estimates for 2026 slightly adjusted to a projected loss of 21 cents per share [16][17] - Adjusted EBITDA remains negative at $7 million in Q1, but the reaffirmation of revenue guidance for 2025 ($160 million to $180 million) reflects confidence in future execution [16]

Group 1 - Leidos (LDOS) has shown strong year-to-date performance, returning approximately 13.2%, outperforming the average gain of 7.8% in the Computer and Technology sector [4] - The Zacks Rank for Leidos is currently 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Leidos is part of the Computers - IT Services industry, which has seen an average loss of 9.9% this year, further highlighting Leidos' strong performance relative to its peers [6] Group 2 - Creative Realities, Inc. (CREX) has also outperformed the sector with a year-to-date increase of 38%, and its consensus EPS estimate has risen by 196.8% over the past three months [5] - The Computers - IT Services industry, which includes Leidos, is ranked 91 in the Zacks Industry Rank, while the Internet - Software industry, which includes Creative Realities, is ranked 67 and has gained 15.9% year to date [6] - Investors should continue to monitor both Leidos and Creative Realities, Inc. for potential sustained strong performance in the Computer and Technology sector [7]

Group 1 - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for trending stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] - A safer investment approach involves targeting bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score [2] Group 2 - Kyndryl Holdings, Inc. (KD) has shown a price increase of 3.5% over the past four weeks, indicating growing investor interest [3] - KD has gained 42.3% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe, with a beta of 1.93 indicating high volatility [4] - KD's Momentum Score of B suggests it is an opportune time to invest, with a strong probability of success [5] Group 3 - KD has received a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors and drive prices higher [6] - The stock is currently trading at a Price-to-Sales ratio of 0.64, indicating it is undervalued at 64 cents for each dollar of sales [6] - KD appears to have significant growth potential while maintaining a reasonable valuation, making it an attractive investment option [7] Group 4 - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, providing various strategies to outperform the market [8]

文/周慧 近期，记者随机采访了多位在海淀北部工作的科技公司从业者，他们认为北部片区除了科技公司扎堆外，生活和商业配套还有 一定改进空间。 产业聚集最成熟的中关村软件园，2000年正式立项，起步较早，其创新、资本和智力密集型的要素，都和其商业配套、交通基 建等形成反差，不少科技公司高收入的年轻人，调侃地自称为后厂村"村民"。 后厂村有这么多的大公司和高收入人群聚集，园区的生活配套水平还经常被诟病，海淀北部地区的生活配套便利度能好起来 吗？ "如果你见过十多年前的后厂村，或可相信更远的北部片区也能发展起来。"北京一位科技公司中层告诉21世纪经济报道记者， 她是北京人，办公地点在海淀南部的中心区域。 40多岁的某大厂技术人员张元（化名），刚从朝阳区的东四环举家搬迁到了海淀区西北五环边上清河片区，清河片区的房价比 他之前居住的东四环的小区价格更高，但上班路程从35公里缩短到15公里左右，也给小孩挑到了更好的学校。 在张元看来，搬到西北五环边上已经是他能接受的最北的地方。他公司所在的温泉镇，从清河出发还要向西北走15公里。温泉 镇汇聚了华为北京研究所、北京航空材料研究院、龙芯中科等一批企业和研发机构，是海淀向北发展的四 ...

Investment Rating - The report assigns a "Buy" rating to several companies including Accenture, IBM, Fujitsu, NEC, and EPAM, while Cognizant and Globant are rated as "Neutral" [28][19][12]. Core Insights - The global IT services industry is facing macroeconomic headwinds that are likely to persist, delaying a broader recovery in discretionary spending until 2026 [1]. - In India, the IT services sector is expected to experience low-single digit revenue growth for FY26, with limited visibility on discretionary demand [2]. - Japan's IT services market remains strong, driven by modernization needs and a tight supply of system engineers, allowing for price increases [3]. - In the US, ongoing uncertainty in IT budgets is causing clients to delay discretionary spending, particularly in sectors like Healthcare and Manufacturing [4]. Summary by Region India - After two rounds of cuts, revenue growth estimates for FY26 have been modestly raised, but growth is expected to remain below FY25 levels [2]. - The sector is projected to see a -0.4% quarter-over-quarter revenue growth for 1QFY26, with a YoY growth of +0.9% [9]. - Companies like Infosys and HCL are expected to raise their revenue growth guidance slightly [9]. Japan - The demand for IT services in Japan is robust, driven by the need to replace legacy systems and improve productivity [3][12]. - Major players like Fujitsu and NEC are well-positioned to benefit from this demand, with forecasts indicating significant profit growth [13][14]. - The financial and public sectors are consistently investing in digital transformation, which is expected to continue [16]. United States - US IT services providers are experiencing muted performance due to uncertainty in IT budgets, with some sectors showing resilience [4][17]. - Companies are reporting stable demand in Financial Services, but there are headwinds in Healthcare and Manufacturing [19]. - Management teams are indicating some signs of demand stabilization, particularly in select verticals [17][20].

Company Performance - Nutanix (NTNX) closed at $73.61, down 3.84% from the previous trading session, underperforming the S&P 500's gain of 0.28% [1] - Over the past month, Nutanix shares gained 3.35%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.31, representing a 14.81% increase year-over-year [2] - Revenue is forecasted to be $642.3 million, indicating a 17.22% growth compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.72 per share and revenue at $2.53 billion, reflecting increases of 31.3% and 17.58% respectively from the previous year [3] - Recent analyst estimate revisions are crucial as they indicate near-term business trends and reflect analyst optimism [3] Analyst Ratings and Valuation - The Zacks Rank system currently rates Nutanix at 3 (Hold), with a recent downward shift of 2.23% in the consensus EPS estimate [5] - Nutanix has a Forward P/E ratio of 44.41, significantly higher than the industry average of 20.02, indicating a premium valuation [6] - The PEG ratio for Nutanix stands at 2.19, compared to the industry average of 2.09 [6] Industry Context - 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] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]