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Bloomberg· 2025-07-12 10:50
Lloyds Banking Group is in advanced talks to buy digital wallet provider Curve for as much as £120 million ($162 million), Sky reported https://t.co/IJfGIxIZQ2 ...
AI编程领域大变天! OpenAI出局 谷歌(GOOGL.US)24亿美元“截胡”Windsurf核心资产与人才
Zhi Tong Cai Jing· 2025-07-12 07:20
智通财经APP获悉,据知情人士透露,在聚焦于AI编程的初创公司Windsurf与AI独角兽OpenAI的收购协 议意外告吹后,Alphabet旗下的科技巨头谷歌(GOOGL.US)已与Windsurf达成重磅的另类收购协议,以 大约24亿美元的价值获得Windsurf顶尖人才团队以及核心技术许可权。 谷歌周五发表声明称,将聘请Windsurf 首席执行官 Varun Mohan、联合创始人 Douglas Chen 以及少量核 心技术员工,加入谷歌旗下的DeepMind人工智能业务部门。谷歌拒绝就财务条款置评,仅表示此次交 易不包括全资入股AI初创公司Windsurf。 (原标题:AI编程领域大变天! OpenAI出局 谷歌(GOOGL.US)24亿美元"截胡"Windsurf核心资产与人 才) 而OpenAI正在加速其处于全球领军地位的AI大模型以及生成式AI应用软件、AI智能体的更新迭代速 度,不断打造出综合性能位列全球首位的AI大模型与相关AI应用,并且加码布局AI编程这一当前生成 式AI应用软件领域最火爆的细分AI应用赛道。 知情人士表示,Windsurf 先前已同意以大约30亿美元总价值被OpenA ...
Visteon: From Dashboard Decorator To Digital Powerhouse
Seeking Alpha· 2025-07-12 06:11
Group 1 - Visteon Corporation (NASDAQ: VC) is a significant player in the automotive technology sector, focusing on digital cockpit solutions and vehicle electronics [1] - The company is capitalizing on trends in the automotive industry, particularly in the areas of vehicle connectivity and advanced electronics [1] Group 2 - The analysis highlights the importance of fundamental analysis in evaluating publicly listed companies, emphasizing the need to assess whether a stock is undervalued or overvalued for informed long-term investment decisions [1]
奥特曼30亿刀收购案黄了!谷歌迅速出手:Windsurf核心团队打包带走
量子位· 2025-07-12 01:49
鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 事情变得有意思了起来。 OpenAI豪掷30亿美元收购AI编程初创公司Windsurf的事,黄了。 并且谷歌已经迅速出手—— 把包括Windsurf CEO、联合创始人在内的核心团队一整个打包带走 ,上演硅谷经典" 雇佣式收购 "。 港真,网友都有点猝不及防了:这是什么鬼热闹。 毕竟OpenAI这笔收购案闹得轰轰烈烈,Windsurf作为一个基础模型靠大厂的AI编程工具,还因此惨遭Claude断供,API直接不给用。 这下可好,整个团队彻底投入谷歌Gemini怀抱。 Google DeepMind一把手哈萨比斯亲自出面表示欢迎: 推文中透露,此番Windsurf团队加入谷歌,将参与到Gemini项目之中,负责Google DeepMind的编程Agent开发。 OpenAI为何出局? 原因之一,在于与OpenAI关系日渐微妙的微软。 根据OpenAI和微软的协议,微软可以访问OpenAI的所有知识产权。 但桥豆麻袋,微软自己手握GitHub Copilot,正正经经是Windsurf的竞品。因此对这事儿OpenAI的态度是: 尴尬的情况使得收购案陷入了僵局 ...
Affirm Holdings (AFRM) Suffers a Larger Drop Than the General Market: Key Insights
ZACKS· 2025-07-11 22:51
Group 1: Company Performance - Affirm Holdings (AFRM) closed at $64.72, reflecting a -5.58% change from the previous day, which is less than the S&P 500's daily loss of 0.33% [1] - Over the past month, shares of Affirm Holdings have appreciated by 12.28%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Group 2: Earnings Projections - The upcoming earnings release for Affirm Holdings is projected to show earnings per share (EPS) of $0.09, indicating a 164.29% increase from the same quarter last year [2] - Revenue is expected to reach $835.09 million, reflecting a 26.69% increase compared to the year-ago quarter [2] - For the full year, earnings are projected at $0.03 per share and revenue at $3.18 billion, representing changes of +101.8% and 0%, respectively, from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent modifications to analyst estimates for Affirm Holdings indicate changing near-term business trends, with positive revisions suggesting analysts' confidence in business performance [4] - The Zacks Rank system, which includes estimate changes, currently ranks Affirm Holdings at 3 (Hold) [6] Group 4: Valuation Metrics - Affirm Holdings is trading at a Forward P/E ratio of 97.46, which is a premium compared to the industry average Forward P/E of 28.6 [7] - The company has a PEG ratio of 2.49, compared to the industry average PEG ratio of 2.21 [7] Group 5: Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 67, placing it in the top 28% of all industries [8]
NFT Limited Announces Filing of the 2024 Annual Report on Form 20-F
Globenewswire· 2025-07-11 20:05
Hong Kong, July 11, 2025 (GLOBE NEWSWIRE) -- NFT Limited (“MI” or the “Company”) (NYSE: MI) today announced that on April 30, 2025, the Company filed its annual report on Form 20-F for the year ended December 31, 2024 (the “Form 20-F”) with the U.S. Securities and Exchange Commission (the “SEC”). In compliance with the New York Stock Exchange rules, the Form 20-F is available on the Company’s website at www.nftoeo.com. In addition, all shareholders of the Company may request, free of charge, a hard copy of ...
Can Mastercard Stay Ahead in the Race Toward a Digital Wallet Future?
ZACKS· 2025-07-11 15:51
Core Insights - Mastercard is transforming into a tech-forward payments enabler as physical cards decline in usage, focusing on digital wallets and tokenized payments [1][2] Group 1: Company Strategy - Mastercard is enhancing its Digital Enablement Service and Tokenization services to help banks and fintech securely integrate card details into digital wallets like Apple Pay, Google Pay, and Samsung Pay [2] - The company is engaging in the Buy Now, Pay Later trend and exploring Central Bank Digital Currencies (CBDCs) and crypto initiatives to remain relevant in a changing landscape [2][8] - By partnering with major tech companies, Mastercard is ensuring its credentials are integrated into digital ecosystems, facilitating tap-to-pay transactions and launching APIs for smoother checkout experiences [3] Group 2: Technology and Security - The focus on cybersecurity, biometric authentication, and AI-powered fraud detection is critical for building trust in the digital payments space [4] - Mastercard's global network and strategic collaborations position it well for a cardless future, emphasizing the need for faster innovation to stay ahead of fintech and tech-native competitors [4] Group 3: Competitive Landscape - Competitors like Visa and PayPal are also advancing in the digital wallet space, with Visa focusing on real-time payments and PayPal enhancing its direct user engagement through its own digital wallet [5][6] Group 4: Financial Performance - Year-to-date, Mastercard's shares have increased by 7%, outperforming the industry's rise of 5.4% [7] - The company trades at a forward price-to-earnings ratio of 32.36, above the industry average of 22.76 [9] - The Zacks Consensus Estimate for Mastercard's 2025 earnings indicates a growth of 9.5% from the previous year, with recent upward estimate revisions [10]
3 AI-Driven Medical Device Stocks to Watch in 2025
ZACKS· 2025-07-11 13:01
Key Takeaways BSX uses AI in diagnostics, imaging, and mapping systems to improve cardiac procedure outcomes. JNJ integrates AI into robotic platforms and digital ecosystems for advanced surgical analytics. GEHC leads in FDA-cleared AI devices and enhances imaging with tools like CleaRecon DL and ABUS Premium.Globally, generative artificial intelligence (Gen AI) and agentic AI are increasingly being integrated into medical devices, transforming both clinical workflows and patient care. Gen AI is primarily ...
Sify Technologies to announce Financial Results for First Quarter FY 2025-26 on Friday, July 18, 2025
Globenewswire· 2025-07-11 12:38
Company Announcement - Sify Technologies Limited will report its unaudited IFRS financial results for the first quarter ended June 30, 2025, on July 18, 2025, before the market opens [1] - A conference call will be hosted by Mr. Raju Vegesna, Chairman of the Board, and Mr. M P Vijay Kumar, Executive Director & Group CFO, at 8:30 AM ET on the same day [2] Conference Call Details - Interested parties can participate in the conference call by dialing +1-888-506-0062 (Toll Free in the U.S. or Canada) or +1-973-528-0011 (International) [2] - The call will also be broadcast live over the Internet, with access available at Sify's investor relations website [2] Replay Information - An online archive of the Webcast will be available shortly after the conference call, with replay access until July 25, 2025 [4] Company Overview - Sify Technologies is recognized as India's leading Digital ICT solutions provider, focusing on Data Center, Cloud, Networks, Security, and Digital services [1][5] - The company has received multiple Golden Peacock awards for Corporate Governance and is positioned to meet the ICT requirements of the emerging Digital economy [5] Infrastructure and Market Presence - Sify's infrastructure includes state-of-the-art data centers and the largest MPLS network, making it a preferred choice for start-ups, SMEs, and large enterprises [6] - The company serves over 10,000 businesses across more than 1,700 cities in India and has an international presence in North America, the United Kingdom, and Singapore [7]
Mercado Libre Achieves Full Investment Grade Rating with S&P's upgrade to ‘BBB-'
Globenewswire· 2025-07-11 12:30
MONTEVIDEO, July 11, 2025 (GLOBE NEWSWIRE) -- Mercado Libre, the leading e-commerce and fintech platform in Latin America, announces that S&P Global Ratings has upgraded its rating to investment grade ‘BBB-’, with a Stable Outlook. This marks the second major credit agency assigning an investment grade rating to Mercado Libre, following a similar action by Fitch Ratings in October 2024, making Mercado Libre a full investment grade rating company.In its report, S&P highlighted Mercado Libre’s strong operatin ...