Core Insights - TNL Mediagene has received research coverage from Sidoti & Company, following a similar initiation by The Benchmark Company, indicating growing interest from analysts in the company's performance and potential [1][2][7] Company Overview - TNL Mediagene is a Tokyo-based digital media and data group formed in May 2023 through the merger of The News Lens Co. and Mediagene Inc., focusing on original and licensed media brands across multiple languages and content categories [7][8] - The company operates in three main areas: Media & Branded Content, Technology, and Digital Studio, leveraging AI-driven data analytics and advertising technology [4][8] Financial Performance - For FY2024, TNL Mediagene reported consolidated revenue of $48.5 million, reflecting a 35% year-over-year growth, with a gross profit of $17.7 million and near break-even Adjusted EBITDA [4][10] - The company has a significant digital presence, attracting over 45 million monthly unique users and generating 189 million monthly digital footprints, which enhances its advertising revenue potential from a diverse client base of over 850 clients [4][5]

Group 1 - The Global Digital Economy Collaboration Forum was held in Beijing on July 3, 2025, focusing on international exchange and collaborative project innovation in the digital economy [1][3] - Over 800 representatives from digital economy enterprises, including major companies like IBM and Thales, attended the forum [2] - The forum featured discussions on digital transformation opportunities in emerging markets and practices of Chinese digital enterprises going global [3] Group 2 - A joint signing ceremony for the UNDP Beijing Digital-Friendly and Sustainable Digital Economy Innovation Demonstration Project was conducted with multiple parties involved [4] - The Beijing Innovation Service Hub signed strategic cooperation agreements with 16 leading enterprises, with a total agreement value exceeding 10 billion yuan [5] - The International Alliance for Digital Economy Going Global Services was launched, including 24 domestic and international business associations and Fortune 500 companies [6]

Core Viewpoint - Artificial intelligence (AI) is emerging as a significant technological innovation, presenting investment opportunities in companies that are either providing AI infrastructure or utilizing AI to enhance their operations [1] Group 1: Nvidia - Nvidia is the leading company in AI infrastructure, with its GPUs being the primary chips for training and running AI models [2] - The company holds over 90% market share in the GPU space and is experiencing rapid demand for its AI factories [3] - Nvidia's CUDA software platform has established a competitive advantage, making it a key player in the AI infrastructure market [2][3] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest semiconductor contract manufacturer globally, crucial for producing advanced chips used in AI [4] - The company's Q1 revenue increased by 35%, with high-performance computing now accounting for nearly 60% of its business [4] - TSMC is expanding capacity and raising prices, leading to improved margins and profits, positioning it well for the AI infrastructure boom [5] Group 3: Meta Platforms - Meta Platforms is leveraging AI to enhance user engagement and ad performance, resulting in a 5% increase in ad impressions and a 10% rise in pricing in Q1 [7] - The company is monetizing new platforms like WhatsApp and Threads, which have significant user bases, indicating potential for future growth [8] - Meta is heavily investing in AI talent, positioning itself to benefit from advancements in the technology [8] Group 4: Alphabet - Alphabet is a significant player in AI, with advantages in distribution and a vast ad network, despite concerns about AI disrupting its search business [9] - The company is investing in AI technologies, with its Gemini model performing well in independent tests and Google Cloud rapidly growing [10] - Alphabet has a first-mover advantage in autonomous driving and quantum computing, providing numerous growth opportunities [11] Group 5: Amazon - Amazon's AWS is the market leader in cloud computing, with AI driving growth as customers utilize its services for AI model deployment [12] - The company has developed custom chips for AI training, enhancing its cost and performance advantages [12] - Amazon is also a leader in robotics, with over 1 million robots in fulfillment centers, utilizing AI to improve efficiency and reduce costs [13][14]

Regulated information Half-year report on Atos SE’s liquidity contract Paris, France - July 4, 2025 Pursuant to the liquidity contract entered into by Atos SE with Rothschild Martin Maurel, as at June 30, 2025, the following assets appeared on the liquidity account: 10,500 Atos shares € 1,291,866.00 Over the period from January 1, 2025, to June 30,2025, negotiations totalled: Number of transactionsNumber of shares tradedAmount of transactions in €Purchase4,63130,243,85713,932,498.88Sale4,737<td style="wi ...

Key Takeaways OPRX posted 11% revenue growth and $1.5M adjusted EBITDA, its best Q1 showing to date. 80% of OPRX's FY25 revenue guidance is covered by contracts; subscription share exceeds 5%. OPRX's Gross margin dipped to 60.9% as a lower-margin DTC mix weighed on profitability.OptimizeRx (OPRX) kicked off 2025 with strong momentum, delivering 11% year-over-year revenue growth to $21.9 million and turning in $1.5 million in adjusted EBITDA, its strongest first-quarter performance to date. The digital hea ...

当前数字化转型建设已经成为了企业的必答题，但问题是大部分企业数字化建设的成果总是那么的不尽 人意，理想与现实存在较大的差异，各种问题层出不穷，最常见的现象就是技术、业务两张皮。 究其原因不外乎几大层面：技术能力不足、业务融合不够、运营管理没有、领导从未参与，一些企业最 离谱的是不上数字化还好，上了数字化管理反而更加混乱了，业务说是系统的问题，技术部门说是业务 部门管理能力的缺失，在老杨看来企业内部的技术与业务两大部门本就是欢喜冤家，有时候看似目标一 致都在想利用数字化技术提升效率，而实则在明争暗斗。 当项目立项时，技术与业务部门常常会因主导权问题而争论不止，比如信息部门认为自己有技术更懂数 字化更适合把控全局，而业务部门则认为自己的需求自己主导实现才更合理，信息部门参与反而引出很 多不必要的麻烦，看似双方都有理，那么谁更有理？ 如果让信息部门主导数字化项目建设有何优劣？ 众所周知信息部门的优势在于深厚的技术积累和专业能力，但老杨这里指的专业能力更多的则是技术方 面，虽然现在很多企业的信息部门随着项目经验的不断积累，相关综合专业能力也在不断提升，但在领 导及业务部门的眼里始终是不够的。信息部门最直观的优势就是熟 ...

7月1日晚，复旦大学经济学院举办"稳定币与国际金融大变局"线上研讨会。 会上，复旦大学数字金融研究中心主任周光友指出，稳定币的兴起不仅代表了一种新型货币形式的崛 起，更是对现有货币体系的一次重大挑战。应推动人民币锚定型稳定币的发行，例如在上海自贸区或大 湾区等尝试发行稳定币。 同时，推进人民币国际化也需要考虑制度性战略重构。 最新数据显示，2024年稳定币的交易总额已高达27.6万亿美元，首度超越Visa与MasterCard等传统支付 巨头的合计交易额。从原本小众的DeFi（去中心化金融）应用，到跨境汇款、电商支付，甚至大型零售 场景，稳定币已逐步渗透到全球金融基础设施，尤其在跨境交易、资金清算与费用控制方面展现出压倒 性优势。 周光友指出，这些数据凸显了稳定币在支付领域的强大竞争力，其基于区块链的技术特性使得交易更加 便捷、高效，基本能够满足全球用户的支付需求，逐渐改变了传统支付格局，而且稳定币的影响可能会 越来越大。 此外，2025年6月主流稳定币合计达到2625亿美元，虽然仅相当于美元存款的1%，但相较于2020年，它 的市值增长了40倍。据渣打银行预测，稳定币规模三年内将达2万亿美元。从稳定币的增长 ...

Core Viewpoint - The development of digital assets, particularly stablecoins, is gaining significant attention in the market, with Hong Kong establishing a regulatory framework to promote financial innovation while ensuring safety [4][8]. Regulatory Framework - The "Stablecoin Ordinance" in Hong Kong will come into effect on August 1, marking the introduction of a licensing system for stablecoin issuers pegged to fiat currencies [4]. - This ordinance aims to enhance the regulatory framework for digital asset activities in Hong Kong, ensuring monetary and financial stability while reinforcing its status as an international financial center [4][8]. - The Hong Kong Monetary Authority (HKMA) will begin accepting license applications following the ordinance's implementation, with specific guidelines being developed through market consultation [4][8]. Market Development and Applications - The Hong Kong government is focused on expanding the application scenarios for stablecoins, aiming to address real economic challenges and promote sustainable market development [5]. - The HKMA launched a "sandbox" for stablecoin issuers to experiment with applications in a controlled environment, facilitating innovation [5]. - The recent "Hong Kong Digital Asset Development Policy Declaration 2.0" indicates the government's intention to explore stablecoins as a payment tool [5]. Public Education and Awareness - There is a need for enhanced public education regarding the differences between stablecoins, cryptocurrencies, and central bank digital currencies (CBDCs) to mitigate risks of fraud and unlicensed operations [7]. - The government is committed to investor education to help the public understand the nuances of these digital assets [7]. Challenges and Future Outlook - While the new regulatory framework provides a foundation for stablecoin development, challenges remain, particularly in public trust, risk management, and alignment with international standards [8]. - The proactive approach of Hong Kong in balancing regulation and innovation positions it uniquely to address inefficiencies in cross-border payments [8].

NEW: 🇺🇸 Senator Lummis has introduced new digital asset legislation that "secures key victories for the digital asset industry and creates a level playing field for digital asset users across the country." https://t.co/MwMPHJMQdu ...

Key Takeaways HIMS is advancing an AI-powered healthcare platform to boost personalization and accessibility. Mo Elshenawy was appointed as CTO in May to lead AI integration across diagnosis, treatment and delivery. HIMS raised $870 million in convertible notes, partly to fund AI tools and personalized treatment expansion.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , is actively leveraging artificial intelligence (AI) to revolutionize the delivery of healthcare, aiming to ma ...