In the latest close session, Veeva Systems (VEEV) was down 2.13% at $276.46. This move lagged the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.52%, while the tech-heavy Nasdaq added 0.74%. Heading into today, shares of the provider of cloud-based software services for the life sciences industry had gained 0.37% over the past month, outpacing the Medical sector's loss of 2.12% and lagging the S&P 500's gain of 4.2%.Investors will be eagerly watching for the performance of Veeva Systems in its u ...

SAN FRANCISCO, July 17, 2025 (GLOBE NEWSWIRE) -- iRhythm Technologies, Inc. (NASDAQ:IRTC), a leading digital health care company focused on creating trusted solutions that detect, prevent, and predict disease, today announced that it will release financial results for the second quarter 2025 after the close of trading on Thursday, July 31, 2025. The company’s management team will host a corresponding conference call beginning at 1:30 p.m. PT / 4:30 p.m. ET. Interested parties may access a live and archived ...

AUSTIN, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Asure Software, Inc. (“Asure” or the “Company”) (Nasdaq: ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, announced today that the Company will hold a conference call on Thursday, July 31, 2025 at 4:30 p.m. Eastern time to discuss its financial results for the second quarter of 2025. Financial results will be issued via press release prior to the call. Asure Chairman and CEO Pat Goepel as well as CFO John Pence will ...

The Daily: Coinbase unveils Base App in web3 wallet rebrand, largest corporate Ethereum holder SharpLink buys another $68 million in ETH, and more https://t.co/PMlQyNrn0h ...

Core Viewpoint - Marvell Technology (MRVL) and Microchip Technology (MCHP) are significant players in the Ethernet PHY transceiver market, each targeting different end markets and employing distinct strategies to navigate their respective challenges and opportunities [1]. Marvell Technology (MRVL) - Marvell Technology focuses on Ethernet PHY solutions for small and medium businesses, automotive, data centers, cloud, high-performance networking, and telecom [2]. - The company is divesting its automotive Ethernet business to Infineon for $2.5 billion to concentrate on core offerings for hyperscale and data center customers [4]. - MRVL's automotive and industrial segments have faced declining revenues over the past five quarters, with the automotive division recovering while the industrial division struggles [4]. - Broader challenges include lower gross margins in custom silicon and macroeconomic uncertainties, particularly regarding U.S.-China relations, which impact approximately 43% of MRVL's fiscal 2025 total revenues [5][6]. - Year-to-date, MRVL's shares have decreased by 35.9%, and it is trading at a forward sales multiple of 6.86X, significantly below its median of 9.47X over the past year [12][13]. - The Zacks Consensus Estimate for MRVL's fiscal 2026 EPS indicates a year-over-year growth of 77.71%, although estimates have been volatile [15]. Microchip Technology (MCHP) - Microchip Technology develops a variety of Ethernet PHYs for consumer electronics, automotive, aerospace, IoT, industrial, and enterprise applications, with a focus on data center and AI/ML use cases [7]. - The recently launched Single-Pair Ethernet for Edge Devices solution, 10BASE-T1S, is gaining strong adoption in various sectors [8]. - MCHP's industrial, automotive, consumer, and communications divisions are recovering, with rapid growth in its Aerospace & Defense business [9]. - The company's book-to-bill ratio improved to 1.07, indicating a healthy demand environment, with a projected top line of $4.54 billion reflecting a year-over-year growth of 3.2% [10]. - MCHP's stock has increased by 29.8% year-to-date, and it is trading at a forward sales multiple of 8.35X, above its median of 7.15X over the past year [12][13]. - The Zacks Consensus Estimate for MCHP's fiscal 2026 EPS suggests a year-over-year increase of 3.05%, with consistent upward revisions over the past 60 days [17]. Conclusion - MCHP is positioned favorably with innovative products and recovering margins, while MRVL faces significant challenges from macroeconomic factors and declining segments, making MCHP a more attractive investment option at present [11][19].

Key Takeaways T's revenue and EPS estimates stand at $30.53B and 51 cents, with growth led by its Communications segment. T expanded fiber reach to 30M locations and struck a $5.75B deal to acquire Lumen's fiber assets. Intense wireless competition and rising promo costs continue to weigh on T's margins and growth.AT&T Inc. (T) is scheduled to report second-quarter 2025 earnings on July 23, before the opening bell. The Zacks Consensus Estimate for revenues and earnings is pegged at $30.53 billion and 51 c ...

One year ago today, Mister Miggles became the face of a movement to build a fairer internet for creators.And with yesterday’s launch of the new @baseapp, that movement is stronger than ever. https://t.co/6nNtiiqegt ...

Core Insights - Micron Technology's DRAM revenues increased by 51% year over year in Q3 of fiscal 2025, reaching $7.1 billion, driven by growth in data center, automotive, PC, and mobile markets [1][10] - The DRAM segment accounted for 76% of the company's total revenue, with significant contributions from low-power server DRAM and high bandwidth memory (HBM) chips, particularly in AI workloads [2][3] - The company anticipates a high-teens percentage growth in industry DRAM bit demand for calendar 2025, supported by low inventory levels and higher-value product shipments [4] Financial Performance - The Zacks Consensus Estimate for fiscal 2025 DRAM revenues is $27.95 billion, indicating a year-over-year growth of 58.8%, with total revenues expected to grow 46.5% to $36.79 billion [5] - Micron's shares have gained 38.2% year to date, outperforming the Zacks Computer - Integrated Systems industry growth of 29.3% [8] - The forward price-to-sales ratio for Micron is 2.75X, which is lower than the industry average of 3.92X, indicating potential valuation attractiveness [11] Earnings Estimates - The earnings estimates for fiscal 2025 imply a year-over-year growth of 497.7%, while the 2026 estimates suggest a growth of 57.9%, with upward revisions in the past 30 days [14]

In a significant industry shift, Oracle Corporation ORCL is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.Scotiabank analyst Patrick Colville initiated coverage of Oracle on Thursday, assigning a Sector Outperform rating and a price forecast of $3 ...

Key Takeaways CommScope's Andrew unit and LifeSync acquisitions expanded APH's telecom and healthcare reach. Communications Solutions grew 91% YoY in Q1, led by AI-driven datacom and mobile infrastructure demand. Harsh Environment Solutions rose 38% in Q1, as defense spending and aircraft programs boosted sales.Amphenol (APH) shares closed at $100.55 on Wednesday, very close to the 52-week high of $101, which it hit on July 15, 2025. APH shares have jumped 44.8% year to date, outperforming the Zacks Elect ...