DRDGOLD Limited (NYSE: DRD ) is a gold mining company that operates in South Africa. Rather than operating deep mines, the company acquires surface tailings, which are leftover materials from previous mining operations, and uses high-pressure water to extract gold-bearing slurry from those Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it e ...

"在新加坡，有参加不完的AI 聚会。"Linkda创始人黄琳在新加坡创业10多年，近两年服务了数百家出 海新加坡的中国企业，其中1/3是AI初创公司。 近日，Google新加坡办公室举办的一场AI沙龙印证了黄琳的观察。原本100人的会议室没能容纳下蜂拥 而来的报名者，不得不临时在隔壁会议室开设了分会场，转播给分会场的观众。 绝大部分与会者都是华人AI创业者。孵化平台X-NODE创极无限Emily感慨道，"中国创业者太多 了！"这是她在新加坡参加的为数不多全中文交流的行业沙龙。 在这场由AI引发的价值10万亿美元的全球技术革命中，新加坡正在逐渐成为"关键节点"。 新加坡，AI创业者的"黄金跳板" 新加坡是AI高敏感度市场。《东南亚2024数字经济报告》指出，新加坡高居全球AI兴趣度前10的国 家，无论是AI相关搜索，还是AI应用下载。 据data.ai数据显示，在新加坡的App下载中，1.6%是AI应用，这一比例在全球排名第10。另据麻省理工 科技评论洞察与Databricks联合发布的报告，新加坡是全球企业采用生成式AI最快的国家之一。 对AI高度敏感的消费和企业市场为AI创业提供了沃土，也激发了活跃的人工智 ...

In today's market, while valuations are important, there are other factors impacting the movement of stocks, such as investment flows and sentiment. Part of this has to do with the rise of exchange-traded funds (ETFs), passive investing, and algorithmic trading. Understanding sentiment is important because it tells investors where flows are focused and what companies could be prone to big moves.The large brokerage Interactive Brokers recently released data showing the 25 hottest stocks on its platform. The ...

启动仪式上，郑海霞、刘玉栋、宋晓波、李昕、胡卫东、杜锋、董志权、单涛等依次登台，为各省份协 会代表与社区代表赠送比赛用球，并向全国各省(区)市社区发出组队参赛的诚挚邀请。 会上还发布了赛事专用logo及其设计涵义、定制篮球、赛程赛制、报名渠道、参赛资格等具体赛事信 息，并与摩腾篮球，我奥体育分别签约赛事官方用球和赛事数据合作伙伴。 （文章来源：中国新闻网） 2025年中国社区篮球公开赛(城BA)启动仪式7月12日在北京举行。赛事由国家体育总局社会体育中心指 导，中国篮球协会技术支持，中国社区发展协会主办，河南省篮球协会承办。 主办方表示，赛事以"人民篮球"为核心理念，坚持"全民城BA 活力新主场"的主题，旨在通过社区篮球 这一群众喜闻乐见的运动形式，推动全民健身国家战略在基层落地生根，为广大社区居民展示自我、交 流互动搭建新平台，为健康中国和体育强国建设注入新动能，为推动城乡社区高质量发展增添新活力。 郑海霞、刘玉栋、胡卫东、单涛、孙凤武、李昕、杜锋、宋晓波、董志权等中国篮球名宿出席了本次活 动，表达了对赛事的高度重视与支持。杜锋在致辞中表示，中国社区篮球公开赛没有职业球员的光环， 只有社区居民的热忱；没有严 ...

杭州的明星公司 越来越多了 车也许很堵的。 整个城市还是计入既往的open ，政府奉行服务理年。 说一下走访的公司，阿里和阿里系相关的1-2个。 阿里云是未来阿里最重要的亮点了。 淘宝不是说它不好，反正就是看不到希望吧。有个给商铺做it服务的公司，最近4年，阿里淘宝商户贡 献的收入占比它公司收入的50%，4年前这个数是85%以上,一方面阿里客户份额下滑，另外抖音 拼多多 小红书客户份额增加。作为消费者，退个160的玩意，退运费12.6，心血来潮购物一次，一件东西没留 下，运费支付了89。其它平台都不要钱。互联网消费的乐趣，都被它剥夺了一半，它完全不懂中国消费 的爽点在哪里，全家卸载淘宝很久了，以至于我家完全不知道有闪送这玩意。也是到了园区才知道。 2 、 AI 会带来企业客户第二次上云 ！阿里云在 2013-2016 年开拓了 iaas 云，在国内体量已经很大了，年收 入当时 300 亿以上。但是中国实业云化率很低，政府 高校 金融 国企 .... 都不上云。 原因都很多，最主 要的两条：一个是 数据安全，另外一个，普通服务器很便宜呀，一台就 5-6w ，往那儿一搁就行 了。 但是 ai 服务器有这么简单吗？ ...

Core Viewpoint - Palantir Technologies has seen a significant increase in stock price, rising nearly 90% year to date, but it is suggested that there are better investment options in the AI sector than Palantir [1] Group 1: Comparison with Alphabet - Alphabet's forward price-to-earnings ratio is significantly lower at 18.7 compared to Palantir's 256.4, indicating a more attractive valuation [3] - Alphabet's first-quarter profits grew by 46% year over year, showcasing strong growth potential [4] - Alphabet's price/earnings-to-growth (PEG) ratio is 1.33, suggesting that its growth is not fully reflected in its stock price, unlike Palantir [4] - Alphabet is well-positioned to benefit from AI adoption, with its Google Cloud unit being the fastest-growing among major cloud providers [5] - Despite regulatory challenges, Alphabet is appealing adverse antitrust rulings, indicating potential for recovery and growth [6] Group 2: Comparison with Meta Platforms - Meta Platforms trades at 29 times forward earnings, which is more attractive compared to Palantir's valuation [7] - Meta has a vast user base of 3.43 billion daily users across its platforms, making it an attractive option for advertisers [8] - The company is leveraging AI to enhance advertising effectiveness and user engagement, which could lead to increased revenue [9] - Meta's investment of $3.5 billion in Ray-Ban maker EssilorLuxottica for smart glasses indicates a strong growth opportunity in AI-related products [10] Group 3: Comparison with Nvidia - Nvidia reported a year-over-year revenue growth of 69% in Q1 2025, outpacing Palantir's 39% growth [11] - Nvidia's PEG ratio of 2.02 is significantly lower than Palantir's 4.41, suggesting better value relative to growth prospects [12] - Nvidia continues to invest in R&D for more powerful chips, maintaining its position as a leader in AI model training and deployment [13]

Core Insights - The technology sector is highly profitable, with many companies generating reliable recurring revenues through subscriptions and strong demand for products [1] Company Summaries Apple - Apple generated $167 billion in sales from its products and $53 billion from subscription services in the first half of the year [3] - The company produced $24 billion in operating cash flow in Q2 and returned $29 billion to shareholders through dividends and share repurchases [4] - Apple has over $132 billion in cash and equivalents, recently increasing its dividend by 4% and launching a $100 billion share repurchase program [4] Alphabet - Alphabet generated over $90 billion in revenue in Q1 from online advertising, subscriptions, and cloud services [5] - The company produced nearly $19 billion in free cash flow in Q1 and $75 billion over the last 12 months, returning $1.2 billion in dividends and repurchasing over $15 billion in stock [6] - Alphabet's cash and equivalents rose to nearly $134 billion, with a recent 5% dividend increase and a $70 billion share repurchase program [6] Microsoft - Microsoft reported over $70 billion in revenue in Q3 of fiscal 2025 from various services including Azure and AI [8] - The company generated nearly $94 billion in net cash from operations in the first nine months of fiscal 2025, returning about $18 billion in dividends and $14 billion in stock repurchases [9] - Microsoft ended the period with almost $80 billion in cash and equivalents, having increased its dividend by 10% and approved a $60 billion share repurchase program [9] Meta Platforms - Meta generated over $41 billion in advertising revenue in Q1, along with additional revenue from its apps and Reality Labs [10] - The company produced more than $10 billion in free cash flow and returned almost $15 billion to shareholders through stock repurchases and dividends [11] - Meta's cash balance stood at $70 billion, indicating strong financial health [11] Nvidia - Nvidia generated $44.1 billion in revenue in Q1, a 69% increase year-over-year, driven by a 73% surge in sales to data center customers [12] - The company produced over $27 billion in cash flow from operations, a 79% increase from the previous year, returning $14.3 billion to shareholders [13] - Nvidia's cash balance increased to $53.7 billion, with a 150% dividend hike last year and a $50 billion increase in its stock repurchase program [13] Industry Overview - Large technology companies are generating substantial recurring revenues from subscriptions and advertising, allowing them to return significant cash to shareholders through growing dividends and share repurchase programs [14]

This is the largest Legoland in the world. The theme park opened its doors in Shanghai, aiming to replicate the success of the city's Disneyland. And apart from the usual rides, there are featured attractions aimed at a Chinese audience, including an area based on Chinese mythological hero, The Monkey King, and a boat tour of iconic Chinese landmarks built out of Lego bricks.But theme parks in China is already a crowded market and no longer the novelty they once were. The competition for visitors is expecte ...

Core Insights - Quantum computing is gaining attention in the investment world, similar to artificial intelligence (AI), due to its potential to transform businesses and daily life [1][2] - Both AI and quantum computing are in early growth stages, with AI already generating significant revenue, while quantum computing may take years to become widely useful [3] Company Analysis Alphabet - Alphabet is recognized for its Google platform and has generated billions in revenue through its search engine and cloud computing unit [6] - The company has invested in AI and is also focusing on quantum computing, with the announcement of its quantum chip, Willow, which has shown promising results in error reduction and complex computations [9][10] - The stock is considered a strong buy at a low valuation of 18 times forward earnings estimates [10] Nvidia - Nvidia is primarily known for its dominance in the AI chip market, with a record revenue of $130 billion, reflecting a 114% increase in the latest fiscal year [11] - The company is also positioning itself in the quantum computing market by developing platforms that address quantum challenges and establishing a quantum computing research center in Boston [12] - Investing in Nvidia offers exposure to a profitable company with established revenue streams while also positioning for future growth in quantum computing [13][14]

Core Insights - Rhythm Pharmaceuticals presented new data on acquired hypothalamic obesity at the Endocrine Society's Annual Meeting (ENDO 2025), highlighting the efficacy of setmelanotide and bivamelagon in reducing body mass index (BMI) in affected patients [1][2][3]. Group 1: Clinical Data and Efficacy - The Phase 2 SIGNAL trial demonstrated that bivamelagon, a daily oral MC4R agonist, achieved statistically significant and clinically meaningful reductions in BMI over 14 weeks [2]. - The Phase 3 TRANSCEND trial showed setmelanotide resulted in a -9.3% BMI reduction in the 600mg cohort, -7.7% in the 400mg cohort, and -2.7% in the 200mg cohort, with a placebo cohort showing a 2.2% increase in BMI [4][5]. - A placebo-adjusted difference of -19.8% in BMI reduction was observed across 120 participants, with significant reductions noted in various age and sex subgroups [5][6]. Group 2: Patient Impact and Future Potential - The data from the trials suggest that both bivamelagon and setmelanotide could become transformative therapeutic options for patients with acquired hypothalamic obesity, potentially establishing a new standard of care [2][4]. - Rhythm estimates that there are between 5,000 to 10,000 individuals living with hypothalamic obesity in the U.S., indicating a significant patient population that could benefit from these treatments [11]. Group 3: Company Overview - Rhythm Pharmaceuticals is a commercial-stage biopharmaceutical company focused on rare neuroendocrine diseases, with its lead asset, setmelanotide, approved for treating obesity related to specific genetic conditions [9][12]. - The company is advancing a broad clinical development program for setmelanotide and other investigational MC4R agonists, indicating a commitment to expanding treatment options for patients with rare diseases [9].