Zeta Global Holdings says it plans to power its AI agent, Athena, using OpenAI's models. ...

Key Points Zeta Global stock rose almost 9% during regular trading hours. The company announced a partnership with OpenAI. Investors will want to thoroughly investigate Zeta Global before deciding to purchase shares. 10 stocks we like better than Zeta Global › Starting the first full week of trading in 2026 on an auspicious note, Zeta Global (NYSE: ZETA) climbed 8.8% during regular trading hours. But the bulls' appetite for the advertising stock grew only larger after the bell rang. The company ...

We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Zeta Global Holdings Corp. (NYSE:ZETA) is one of the last week's best performers. Zeta Global jumped by 15.06 percent week-on-week, with the rally primarily driven by a combination of the Christmas rush, while investors repositioned ahead of expected business updates next month. In a statement earlier, Zeta Global Holdings Corp. (NYSE:ZETA) said that its chairman, David Steinberg, would participate in the CES 2026 on Tuesday, Januar ...

Summary of Cushman & Wakefield's 2025 Investor Day Company Overview - **Company**: Cushman & Wakefield (NYSE:CWK) - **Event**: 2025 Investor Day held on December 4, 2025 - **Theme**: "Driving Profitable Growth" emphasizing long-term shareholder value and operational excellence [1][2] Core Industry Insights - **Industry**: Real Estate Services - **Focus Areas**: Advisory services, leasing, capital markets, and data centers [3][4] Key Strategic Pillars 1. **Strengthen the Core**: - Achieved $500 million in debt reduction over two years [9] - Saved $50 million annually in interest costs through loan repricing [10] - Aimed to streamline operations and enhance legacy businesses [8][10] 2. **Operate with Rigor**: - Increased cash flow by 90% from 2023 to 2025 [11] - Reduced employee turnover by 500 basis points [11] - Achieved $100 million reduction in operational normalizations [12] 3. **Drive Organic Growth**: - Experienced eight consecutive quarters of leasing growth [12] - Focused on high-growth areas such as multi-market leasing and global institutional capital markets [13] Financial Performance - **Debt Management**: Successfully reduced debt and interest costs, showcasing financial discipline [10] - **Cash Flow**: Significant increase in cash flow indicates operational efficiency [11] Market Dynamics - **Leasing Business**: - Valued at $2 billion globally, with a diverse client base [36] - Positive trends in office space demand and recovery post-pandemic [37] - Industrial space demand is rebounding after a slowdown [38] - **Capital Markets**: - Fundraising activity increased by 53% year-to-date, indicating strong market confidence [56] - 40% of fundraising targeting multiple continents, highlighting global investment strategies [56] Data Center Growth - **Market Potential**: - Anticipated fourfold capacity growth in the Americas and significant growth in EMEA and APAC [65] - $6.7 trillion expected CapEx spend by 2030, with low vacancy rates and high pre-leasing rates [65] Technology and Innovation - **Digital Transformation**: - 70% of global revenue under digital transformation, leading to a 30% productivity gain for brokers [25] - Emphasis on data and AI to enhance client services and operational efficiency [34] Client-Centric Approach - **Advisory Model**: - Transitioning from transactional to advisory-led services to better meet complex client needs [54][62] - Focus on providing tailored solutions across various sectors [46] Conclusion - **Future Outlook**: - Cushman & Wakefield is positioned for significant growth through strategic initiatives, operational improvements, and a strong focus on client relationships [14][50] - **Commitment to Innovation**: The company is dedicated to leveraging technology and data to enhance service delivery and drive long-term value for shareholders [34][66]

Core Insights - Major international companies are investing heavily in AI self-developed chip markets, creating new business opportunities. MediaTek is leveraging its years of R&D strength to enter the ASIC design service market, targeting high-end orders and expanding into the AI sector within cloud data centers [1][2]. Group 1: Market Potential and Growth - MediaTek has revised its total addressable market (TAM) for data center ASICs from $40 billion to $50 billion, driven by increased capital expenditures from cloud service providers [2]. - The company aims to capture a market share of approximately 10% to 15% within the next two years, with expectations of stable growth even if its market share remains constant [2]. - The first ASIC project is expected to contribute several billion dollars in revenue starting in 2027, with a second project anticipated to begin generating revenue in 2028 [2][6]. Group 2: Technological Advancements - MediaTek is actively investing in high-speed interconnects and silicon photonics, focusing on chip-to-chip and chip-to-rack connectivity, while also advancing 2nm process technology and 3.5D packaging [3]. - The company emphasizes its long-term technological foundation and R&D investments as key advantages in the ASIC field, enhancing its capabilities in data center technology and communication with local customers [2][6]. Group 3: Competitive Landscape - The AI ASIC market is projected to grow from $12 billion in 2024 to $30 billion by 2027, with a compound annual growth rate (CAGR) of 34% [5]. - Major tech giants, including Google, Tesla, Amazon, Microsoft, and Meta, are all investing in ASIC chip development, indicating a competitive and rapidly evolving market [5]. - MediaTek's collaboration with Google to develop the next-generation TPU, expected to be produced by 2026, highlights the strategic partnerships forming within the industry [6].

Core Insights - Enterprise Products Partners LP (EPD) is a leading midstream player with a robust pipeline network exceeding 50,000 miles, providing stability against oil and natural gas price volatility [1] - EPD is positioned to enhance cash flows through $5.1 billion in major capital projects currently under construction, including the Mentone West 2 and Athena projects [2][3] Group 1: Capital Projects - The Mentone West 2 project is a natural gas processing plant in Delaware with a capacity of 300 million cubic feet per day (MMcf/d), expected to be operational by the first half of 2026 [3] - The Athena project, located in Midland, also has a processing capacity of 300 MMcf/d [3] Group 2: Industry Comparison - Kinder Morgan, Inc. (KMI) has a growth capital backlog of $9.3 billion, while Enbridge Inc. (ENB) has secured capital projects worth C$35 billion, indicating a strong position for both companies to generate additional cash flows [4] Group 3: Price Performance and Valuation - EPD units have appreciated by 4.1% over the past year, contrasting with a 10.8% decline in the broader industry [5][7] - EPD's trailing 12-month enterprise value to EBITDA (EV/EBITDA) ratio stands at 10.45X, slightly below the industry average of 10.47X [8]

Core Insights - Zeta Global Holdings (ZETA) is emerging as a differentiated player in the enterprise marketing technology sector, with its latest product, Athena, marking a significant milestone in the company's development [1] Company Overview - Zeta Global Holdings is focusing on enhancing its marketing technology stack, positioning itself uniquely in the industry [1] Product Development - The introduction of Athena is seen as a pivotal moment for Zeta, indicating a strategic shift or advancement in its offerings [1]

Core Insights - The company reported a strong Q3 performance with revenue of $337 million, representing a 28% year-over-year growth, excluding political and live intent revenue, marking an acceleration from Q2 [1][15] - Adjusted EBITDA reached $78 million, up 46% year-over-year, and free cash flow was $47 million, up 83% year-over-year, achieving the highest free cash flow margin in the company's history at 14% [1][20] - The company raised its 2025 revenue guidance by $11 million, now expecting $1.275 billion, and provided an initial 2026 outlook of $1.54 billion, indicating a 21% growth [5][25][29] Financial Performance - Q3 revenue growth accelerated to 28% from 27% in Q2 and 26% in Q1, demonstrating the durability of growth [15][16] - Total scaled customer count grew to 572, up 20% year-over-year, with 180 super scaled customers, an increase of 25% year-over-year [16][17] - Adjusted EBITDA margin improved to 23.2%, marking the nineteenth consecutive quarter of expanding adjusted EBITDA margins year-over-year [20][22] Product Development and Innovation - The company launched Athena, an AI conversational super intelligent agent, aimed at enhancing user experience and driving greater ROI for clients [6][7] - Athena is expected to be in client beta by Q4 and fully production-ready by the end of 2026, with significant potential to improve platform utilization [9][12] - The integration of Athena is anticipated to facilitate faster onboarding and cross-selling opportunities, enhancing the One Zeta initiative [42][43] Market Position and Strategy - The company is strategically positioned to capitalize on the ongoing replacement cycle in the marketing cloud space, with a record number of RFPs and significant displacement of legacy marketing solutions [62] - The telecom vertical has shown strong growth, with the company displacing major marketing clouds, indicating a competitive advantage in cost and performance [73] - The company aims to close over $100 million in incremental business from the recent Zeta Live event, building on a successful track record from previous years [5][37] Guidance and Future Outlook - The company provided an initial organic guidance for 2026, projecting $1.54 billion in revenue and $354 million in adjusted EBITDA, reflecting confidence in continued growth [29][30] - The guidance for 2025 includes a free cash flow expectation of $157.4 million, representing a year-over-year growth of 71% [27] - The company plans to maintain a buyback strategy, utilizing over half of its free cash flow for share repurchases, indicating a commitment to returning value to shareholders [70][72]

Core Insights - Lloyds Bank is testing an AI financial assistant with thousands of employees, aimed at helping customers manage spending, savings, and investments, set to launch next year [1] - The AI tool will provide financial guidance and will gradually incorporate more features across the bank's product range [1] - The bank has conducted 12,000 tests with approximately 7,000 employees involved, ensuring a secure and regulated interaction process [1] Company Developments - Lloyds Bank has been actively reforming its technology infrastructure over the past few years, assessing thousands of technical staff and making personnel changes [2] - The bank currently has 200 operational AI applications, including generative AI solutions like Athena, which supports 30,000 customer-facing employees [2] - A survey by Lloyds Bank revealed that 56% of adults have used AI in some form to manage their finances in the past year [2]

Core Insights - Zeta Global's shares increased by 14% following the announcement of its earnings, marking the 17th consecutive quarter of exceeding expectations with a sales growth of 26% and free cash flow growth of 83% [1][2] - The company is projecting at least 20% sales growth for 2026, indicating a strong growth trajectory [2] - Zeta's AI marketing capabilities are gaining traction among major enterprises, with 44% of the Fortune 100 as customers [3] Financial Performance - Zeta's net income margin has improved significantly from -40% to -4% over the past three years, indicating a path toward profitability [5] - Stock-based compensation is expected to decrease from 51% in 2022 to 15% in 2025, reflecting better operational efficiency [5] Product Development - The launch of the conversational AI agent, Athena, in Q3 highlights Zeta's commitment to integrating AI into advertising [4] - Zeta has received high rankings from Forrester, achieving the highest score in 13 out of 22 categories, solidifying its position as a leader in next-gen advertising [4] Market Position - Despite the complexity of its operations, Zeta's leadership rankings and rapid growth suggest it could be a strong investment opportunity, trading at 29 times forward earnings [6] - The company is recognized as a leader in its niche, with a strong market response to its recent earnings report [7]