Oracle Simphony point of sale and Payments technology to help streamline food and beverage experiences at Craven Cottage and the new Fulham Pier destinationAUSTIN, Texas, July 15, 2025 /PRNewswire/ -- Fulham Football Club (FFC) has recruited Oracle Cloud as its official point of sale (POS) and payments provider. In time for the upcoming season, the club will outfit Craven Cottage stadium and restaurants at its new riverside London entertainment destination, Fulham Pier with Oracle Simphony Cloud POS and Pay ...

Core Viewpoint - Palantir Technologies shares have increased by 400% over the past year, with a current market value of $335 billion, while predictions suggest Uber Technologies and CoreWeave could reach $340 billion by late 2028, presenting significant implications for shareholders [1] Group 1: Uber Technologies - Uber holds a 76% share in the U.S. ride-sharing market and ranks second in the restaurant food delivery market with a 24% share, also leading in ride-sharing services in nine other countries and food delivery in eight countries [3] - The company reported a 14% increase in monthly active users and an 18% rise in total trips, leading to a 14% revenue growth to $11.5 billion, driven by mobility and delivery segments, despite a decline in freight sales [4] - Adjusted EBITDA rose by 35% to $1.9 billion, indicating strong operational performance [4] - Although not a traditional AI stock, Uber utilizes AI for route optimization and pricing, with autonomous vehicles seen as a potential catalyst for growth, supported by partnerships with companies like Waymo and Motional [5][6] - Current market value of Uber is $201 billion, with a potential increase to $340 billion by late 2028, suggesting a 69% rise in stock price to $163 per share, equating to annual returns of approximately 16% [7] - Projected earnings growth of 26% annually over the next three to five years could support a valuation of $340 billion at a reasonable 12.4 times earnings by 2028 [8] Group 2: CoreWeave - CoreWeave specializes in cloud infrastructure and software services for AI and high-performance computing, closely collaborating with Nvidia to deploy new technologies [9] - The company was recently ranked as the leading AI cloud by SemiAnalysis, outperforming major competitors like AWS and Microsoft Azure [10] - CoreWeave reported a remarkable 420% revenue increase to $981 million and a 550% rise in adjusted operating income to $162 million [10] - Plans to acquire Core Scientific in an all-stock transaction aim to enhance efficiency through vertical integration, potentially eliminating $10 billion in future lease overhead [11] - This acquisition is expected to lower the cost of capital for CoreWeave, enhancing operational efficiency in deploying AI and HPC workloads [12] - Current market value of CoreWeave is $63 billion, with a potential increase to $340 billion by late 2028, indicating a 440% rise in stock price to $702 per share, translating to annual returns of about 62% [7] - Revenue is forecasted to grow at 69% annually through 2028, supporting a valuation of $340 billion at a more reasonable 20 times sales [12]

Partnerships & Expansion - Oracle 将与 DayOne Data Centers Singapore 合作，在印度尼西亚建立其首个云服务中心 [1]

Core Insights - Azerion, a prominent European digital advertising platform, has sold its subsidiary Whow Games to DoubleDown Interactive for €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1][2][3] Company Strategy - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has been optimizing its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Financial Performance - Azerion generated €551 million in revenue in 2024, reflecting a 7% year-on-year increase, with revenue guidance for 2025 projected between €600 million and €650 million [4] - In Q1 2025, the company reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] Market Position - Azerion is positioned as one of Europe's innovative players in digital advertising and is addressing the growing demand for scalable cloud and AI alternatives to large US providers [3][5] - The company recently launched Azerion Intelligence, a platform offering affordable cloud hosting and access to open-source AI tools, catering to the increasing demand for local and cost-efficient AI services [5]

市场消息：CoreWeave将大规模提供英伟达RTX Pro 6000 Blackwell显卡，成为首家大规模提供该显卡的 人工智能云服务商。 ...

Key Takeaways EPS growth slips to 5% this year as the stock ramps to a 200X P/E. Large customers paying over $100K annually pushed above 3,500. Could the extreme valuation be anticipation of growth from Gen-AI video platforms?Cloudflare ((NET) is a $67 billion provider of global cloud services that comprise a suite of deeply integrated products, including website and application services solutions, developer-based solutions, other CDN (content delivery network) and consumer offerings.I want to share detai ...

CANADA - 2025/03/05: In this photo illustration, the Nebius logo is seen displayed on a smartphone ... More screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesThe Europe-based cloud services provider Nebius (NASDAQ:NBIS) has seen its stock rise by 70% year-to-date, significantly outperforming the overall market. Unlike conventional hyperscalers like Amazon’s AWS or Microsoft's Azure that provide a wide range of general-purpose cloud ...

Core Insights - There is significant interest in quantum computing, with stocks like IonQ and D-Wave Quantum experiencing substantial price increases over the past year, but billionaires are focusing on Alphabet instead [1][3]. Group 1: Billionaire Investments - Billionaires, including Israel Englander, Ken Griffin, and David Tepper, have significantly increased their stakes in Alphabet, with Englander's Millennium Management buying over 2 million shares, a 151% increase [5][6]. - Citadel Advisors, led by Ken Griffin, raised its position in Alphabet by nearly 56% during the same period [6]. - Tepper's Appaloosa Holdings acquired more than 128,000 additional shares, making it his sixth-largest holding [6]. Group 2: Alphabet's Performance and Valuation - Alphabet's share price fell approximately 18% in the first quarter of 2025, which may have presented a buying opportunity for these investors [7]. - Alphabet's shares trade at 19.3 times forward earnings, and its price-to-earnings-to-growth (PEG) ratio is 1.38, indicating attractive valuation metrics compared to other major tech stocks [8]. - The company's Google Cloud unit is the fastest-growing among major cloud service providers, and increasing AI adoption is expected to drive further demand for its services [9]. Group 3: Growth Prospects and Challenges - Alphabet's core businesses, including Google Search and YouTube, continue to dominate their markets, with no signs of decline [9]. - The autonomous ride-hailing sector presents a significant opportunity for Alphabet's Waymo as momentum in this area accelerates [9]. - Despite the positive outlook, Alphabet faces challenges, including recent antitrust lawsuits and potential disruption in its search business from generative AI technologies [11][12]. Group 4: Overall Sentiment - The overall sentiment among billionaire investors appears to be optimistic regarding Alphabet's growth prospects, particularly in AI and quantum computing, outweighing the associated risks [13].

Betting big on the next hot thing can sometimes burn investors. That can be true even when the next hot thing is as exciting and promising as artificial intelligence (AI).Concerns about being burned might cause some investors to be leery of buying AI stocks. However, this fear could result in them missing out on huge long-term returns. Are there alternatives for investing in AI that aren't super risky? Absolutely. Here are two AI stocks that even risk-averse investors can buy without hesitation. Two AI tita ...

Group 1 - CoreWeave Inc announced an all-stock acquisition of Core Scientific Inc, valuing the latter at $9 billion or $20.40 per share, significantly higher than its pre-deal price of under $11 [1][2] - CoreWeave's stock fell by 3.9% despite a 293% year-to-date rally, indicating investor skepticism about the merger of high-growth AI with high-volatility crypto mining [2][3] - Core Scientific has seen a 12% decline in the past month and remains negative year-to-date, yet the acquisition offer suggests nearly double its current share price [3][4] Group 2 - The acquisition is positioned as a strategic move for CoreWeave to secure cheap, scalable power for its AI infrastructure, leveraging Core Scientific's energy-dense data centers [2][4] - There is uncertainty regarding whether a 2021-style crypto valuation can be sustained in the current market environment, with investors currently not convinced [4]