Repligen (NasdaqGS:RGEN) 2025 Conference November 11, 2025 10:00 AM ET Company ParticipantsDan Arias - Managing DirectorOlivier Loeillot - President, CEO and DirectorDan AriasQuarter. I've been wrapping up the quarter for a lot of these sessions as a kickoff for Repligen. It was a good quarter. It was 18% organic growth. Each of the key product areas was up double digits. Op margins were 14.2% down 70 basis points. You beat the street by $0.05 on the bottom line. Maybe just talk a little bit about what got ...

Good morning. Amid persistent economic headwinds and shifting trade policy, e.l.f. Beauty is finding opportunity in constraint. The company’s focus on affordability continues to win over consumers, even as shoppers grow more selective, according to CFO Mandy Fields.“We’re still a value to our consumers when people are pulling back and being more choiceful with their spending,” Fields told me. Even after a recent $1 price increase, 75% of e.l.f. Beauty’s products remain priced at $10 or less, she said.“If a ...

Close-up of Google logo on exterior sign at office building, San Francisco, California, August 29, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesMeta Platforms (META) and Alphabet (GOOGL) remain two of the strongest players in digital advertising, but their recent performance reveals a growing divide. While both continue to deliver steady revenue growth, Meta’s efficiency gains and faster operating momentum have drawn investor attention — especially given its more attractive valuat ...

Google has confirmed its latest Chrome upgrade offer for 2 billion users. https://t.co/Bu8wDE24O0 ...

Users will now be able to access AI Mode via a new dedicated shortcut button under the search bar when opening a "New Tab" page in Chrome. https://t.co/ZyeGShwr7O ...

BREAKING: Futures Rise; Palantir, Robinhood Earnings Ahead Google-parent Alphabet (GOOGL) seems to be in the artificial intelligence winners circle. But it may have to share it with well funded startup OpenAI. Google stock has gained 48% in 2025. Meanwhile, Google stock hit an all-time high after reporting third quarter earnings. Shares are well over the $3 trillion valuation milestone. Investor angst over potential disruption of the core internet search business amid the emergence of generative artificial ...

Core Viewpoint - The article argues that the notion of "AI Browser = OS" is fundamentally flawed, emphasizing that while AI browsers may exhibit functionalities similar to operating systems, they do not possess the core responsibilities and capabilities that define an OS [6][9][23]. Group 1: AI Browsers and Their Capabilities - AI browsers like Dia, Comet, and ChatGPT Atlas are emerging as significant players in the AI landscape, with traditional browsers like Chrome and Edge also adopting AI features [3][7]. - The capabilities of AI browsers have expanded to include functionalities that were traditionally associated with operating systems, such as PWA, Service Worker, and background synchronization [7][9]. - Despite these advancements, AI browsers lack essential OS functions such as process scheduling, memory management, and system calls, which are critical for true operating system classification [9][11][15]. Group 2: Definition and Future of AI Browsers - The article suggests that a more appropriate term for the operational layer of AI browsers would be "Agent Operating Layer" (AOL), which focuses on orchestration, permissions, and state management [16][23]. - Future developments may lead to a "universal container" model for AI browsers, allowing for better integration with various AI models and APIs, thus enhancing their functionality [18][22]. - The shift from a model-centric approach to a capability-centric approach is anticipated, where the focus will be on defining stable and governable capabilities rather than merely upgrading models [22][23].

The Google AI Studio application is displayed on a mobile phone with Google in the background, in this photo illustration in Brussels, Belgium, on October 26, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)NurPhoto via Getty ImagesAlphabet stock (NASDAQ: GOOGL) has surged 11% in a week, fueled by a blowout Q3 2025 earnings report that exceeded analyst expectations, significant analyst upgrades, and strong momentum across its AI and cloud services.Following this substantial rally, it is crucial to re ...

Act Now — Google Confirms Chrome 142 Security Fix For 3 Billion UsersGoogle has disclosed that there are no less than 20 vulnerabilities impacting the Chrome browser. Here’s why you must act now —and how —to ensure your browser is secure. https://t.co/HM1NKWRujG ...

Core Insights - Alphabet Inc. achieved its first-ever quarter with over $100 billion in revenue, highlighting the strength of its internet business despite legal challenges and competition [1] - The company reported a profit of nearly $35 billion, or $2.87 per share, marking a 33% increase year-over-year, with revenue rising 16% to $102.3 billion, surpassing analyst expectations [3] Financial Performance - Alphabet's stock price increased by more than 6% following the third-quarter results, indicating strong investor confidence [4] - Since early September, Alphabet's shares have surged by 30%, adding nearly $770 billion in shareholder wealth, following a court ruling that did not mandate a breakup of Google [5] Competitive Landscape - The court's ruling reflects a belief that advancements in AI technology are providing consumers with more alternatives to Google's services, such as ChatGPT and Perplexity [6] - Competitors like OpenAI and Perplexity have launched AI-powered web browsers to challenge Google's Chrome [7] AI Integration and Future Investments - Google is integrating more AI features into its products, with CEO Sundar Pichai reporting that the AI-powered Gemini app has reached 650 million monthly users [8] - The company plans to increase its capital expenditures to $91 billion to $93 billion this year, primarily for data centers to support AI initiatives, up from $85 billion previously [9]