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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-13 04:01
RT Josh “Pappy” Hazel (@JEHazel75)LOOK what we just got in the mail! We love to mount Action cameras on the roof of the Cybertruck for various adventures. We typically use the suction cup mounts and have had them come loose in weather or spirited driving. These new mounts by Our Cyber Weekend (@vanquishfoes) will connect directly to the roof rack mounts and offer a variety of slots to connect different devices! They arrived just in time for our cross country drive out to @theXtakeover!@chattybird0306 @cyber ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-13 00:01
RT Loxley (@Loxley_eth)Our first time running in-play predictions.Scaling from beta through szn 2 was a stack of work, but you can still expect more features and lines being developed every day.should we lean into more in-play predictions?? ...
超30亿元!暑期档票房爆了
Zheng Quan Shi Bao· 2025-07-12 09:32
| 15:47 @ 9 | | | 112 2 111 2 30 | | | --- | --- | --- | --- | --- | | Q | 園 | | | (7 | | 美国 ▲ | 本档期 暑期档/06.01-08.31▼ ●含服务费 | | | | | | 〈返回今日 | | | | | 六 | 30.2 亿 | | | | | 档 | 含预售实时 北京时间15:47:18 ① | | | 档 | | 总出票7665.5万张 ① 总场次1765.4万场 | | | 平均票价39.4元 | | | 票房排名 | | | | 更多指标 ▶ | | 影片 | 档期票房 票房占比 | | 排片占比 | 上座率 | | | (万) | | | | | 侏罗纪世界: 重生 2025-07-02上映 | 41025.21 | 13.5% | 7.7% | 4.7% | | 酱园弄·悬案 2025-06-21上映 | 37235.55 | 12.3% | 10.1% | 4.0% | | 碟中谍8: 最终清 賞 | 35228.38 | 11.6% | 9.5% | 3.4% | | 2025-05-30上映 ...
Prediction: 2 Artificial Intelligence (AI) Stocks That Could Be Worth More Than Apple by 2030
The Motley Fool· 2025-07-12 09:30
Core Insights - Apple's artificial intelligence (AI) strategy is underperforming compared to peers, leading to stagnation in growth and lack of innovative product launches [1][5] - Companies like Taiwan Semiconductor and Broadcom are expected to experience significant growth in the AI sector, potentially surpassing Apple by 2030 [2][12] Group 1: Apple's Current Position - Apple has a market capitalization of $3.1 trillion, significantly higher than Broadcom's $1.3 trillion and Taiwan Semiconductor's $1.2 trillion [4] - Earnings growth for Apple has slowed, with expectations of only a high-single-digit rate increase in earnings per share (EPS) [5] - Apple trades at 32.7 times earnings, compared to the S&P 500's 24.2 times, indicating a significant premium that may not be sustainable [7] Group 2: Competitors' Growth Potential - Taiwan Semiconductor is projected to see AI-related revenue grow at a 45% compounded annual growth rate (CAGR) over the next five years, with overall growth at nearly 20% CAGR [9] - This growth could result in a 150% increase in revenue for Taiwan Semiconductor, positioning it close to Apple by 2030 [10] - Broadcom's custom AI accelerators, known as XPUs, are gaining popularity and could tap into a market worth between $60 billion and $90 billion by 2027 [11][12]
Solitron Devices, Inc. Announces Fiscal 2026 First Quarter Results
Globenewswire· 2025-07-11 20:05
WEST PALM BEACH, Fla., July 11, 2025 (GLOBE NEWSWIRE) -- Solitron Devices, Inc. (OTC Pink: SODI) (“Solitron” or the “Company”) is pleased to announce fiscal 2026 first quarter results. FISCAL 2026 FIRST QUARTER HIGHLIGHTS – Net sales decreased 32% to approximately $2.70 million in the fiscal 2026 first quarter versus $3.97 million in the fiscal 2025 first quarter.Net bookings increased 37% to $2.80 million in the fiscal 2026 first quarter versus $2.04 million in the prior year first quarter.Backlog increas ...
CSCO vs. DELL: Which AI Enterprise Infrastructure Stock is a Buy?
ZACKS· 2025-07-11 16:55
Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]
CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
MarketBeat· 2025-07-11 16:35
CrowdStrike Holdings Inc. NASDAQ: CRWD is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024. The total addressable market (TAM) for cybersecurity solutions is expected to exceed $500 billion by 2030. This means many companies are looking for their share of the pie. Cloudflare Inc. NYSE: NET is one of those names. In fact ...
This 3 Stock Portfolio Provides Monthly Income
ZACKS· 2025-07-11 16:16
Core Insights - Investors can construct a portfolio that allows for monthly dividend payouts by strategically selecting stocks that pay dividends in different months [1][11] - A combination of Coca-Cola (KO), Caterpillar (CAT), and McDonald's (MCD) provides the necessary blend for this monthly income strategy [2][12] Coca-Cola (KO) - Coca-Cola's shares increased following better-than-expected results, with analysts revising EPS expectations upward, except for a minor downward revision for the next quarterly release [3] - The adjusted EPS grew by 5% to $0.77, and the company gained market share in the nonalcoholic ready-to-drink beverage sector [4] - Coca-Cola is part of the Dividend Aristocrats group, indicating strong dividend reliability [4] Caterpillar (CAT) - Caterpillar is recognized as the world's largest construction equipment manufacturer and is also a member of the Dividend Aristocrats group [5] - The current dividend yield is 1.4%, with a notable five-year annualized dividend growth rate of 7.9% [5] McDonald's (MCD) - McDonald's has seen modest increases in EPS expectations from analysts, indicating positive near-term share performance [9] - The current dividend yield for McDonald's is 2.5%, with a payout ratio of 61% of earnings and a five-year annualized dividend growth rate of 8.4% [10]
PEPSI-COLA® AND SAMII RYAN® LAUNCH LIMITED-EDITION PEPSI® WILD CHERRY CAPSULE, BLENDING RODEO-INSPIRED FASHION WITH ICONIC FLAVOR
Prnewswire· 2025-07-11 16:07
LOS ANGELES, July 11, 2025 /PRNewswire/ -- PepsiCo (NASDAQ: PEP) is saddling up for summer with the launch of an exclusive collaboration with renowned streetwear brand Samii Ryan®. The Pepsi® x Samii Ryan capsule collection is a bold fusion of Y2K nostalgia, rodeo-core fashion, and the unmistakable flavor of PEPSI® Wild Cherry —dropping online on July 11, 2025. Designed to channel the fizzy spirit of summer and the freedom of self-expression, the collection features vintage-inspired denim jackets, graphic t ...
Why Kratos Defense Is Up Big Today
The Motley Fool· 2025-07-11 16:04
Group 1 - The U.S. government is shifting funding from traditional fighter planes to drone manufacturers, creating excitement among investors [1] - Kratos Defense & Security has seen a 13% increase in stock price following a Pentagon memo emphasizing the need for advanced uncrewed systems [1] - The company has a history of volatility in the defense sector, with a steady business in electronics systems and target practice drones for the military [3] Group 2 - Kratos has developed "loyal wingman" drones, such as the Valkyrie, designed to enhance combat capabilities alongside piloted F-35s [4] - The U.S. Secretary of Defense has issued memos prioritizing drone development to compete with Russia and China, which could benefit Kratos' programs [5] - Kratos shares have nearly doubled in 2025 and increased by 240% over the past five years, but the stock appears expensive based on current business [6] Group 3 - If the Valkyrie or similar drones are integrated into the Air Force fleet, there is significant potential for further stock price growth [7] - Investors are advised to be cautious and consider keeping Kratos stock as a small part of a diversified portfolio due to associated risks [7]