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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 ...
Oracle (ORCL) Up 17.6% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-11 16:30
A month has gone by since the last earnings report for Oracle (ORCL) . Shares have added about 17.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Oracle due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Oracle Q4 Earnings Beat Estimates, Revenues Rise Y/YOracle reported ...
Lockheed's Arm Secures a $198M Contract to Support Sonar Systems
ZACKS· 2025-07-11 16:16
Key Takeaways LMT secures a $197.5M Navy contract for sonar system design, development and production support. Work under the deal will be done primarily in Manassas, VA; and Clearwater, FL, through September 2026. LMT continues to benefit from rising global demand for advanced sonar and anti-submarine technologies.Lockheed Martin Corporation’s ((LMT) unit, Rotary and Mission Systems, recently clinched a modification contract to provide engineering design, development and production support for Sound Navi ...
午后,突发!超26万人爆仓!
券商中国· 2025-07-11 06:59
Core Viewpoint - Bitcoin has reached a new historical high, surpassing $118,000, driven by institutional demand and positive market sentiment, with significant increases in other cryptocurrencies as well [1][2][4]. Group 1: Bitcoin and Cryptocurrency Market Performance - On July 11, Bitcoin's price surged, breaking the $118,000 mark, with a 24-hour increase of over 6% [2]. - Other cryptocurrencies also saw substantial gains, with Ethereum rising by 8.8% to over $3,000, and Cardano and Dogecoin increasing by over 11% [2][3]. - The total market liquidation in the past 24 hours reached over $1.24 billion, with more than 263,000 traders liquidated, predominantly from short positions [3][4]. Group 2: Institutional Interest and Market Sentiment - The rise in Bitcoin's price is partly attributed to increased institutional interest, as evidenced by the growing number of call options at higher strike prices on derivatives exchanges [4]. - Recent comments from former President Trump have positively influenced market sentiment, suggesting a strong economic recovery and advocating for interest rate cuts [5]. - The establishment of new cryptocurrency asset management firms is expected to further drive demand for Bitcoin [5]. Group 3: Regulatory Developments and Market Dynamics - The U.S. House of Representatives has designated the week of July 14 as "Cryptocurrency Week," during which several key legislative proposals will be reviewed [4]. - Shanghai's municipal government is actively exploring the development of digital currencies and stablecoins, indicating a growing interest in regulatory frameworks [6]. - Chinese securities firms are expanding into the virtual asset space, with several firms obtaining licenses to offer cryptocurrency trading services, which may enhance their competitive edge [7].
高盛:用友网络-人工智能推动客户支出及内部效率提升;大型客户业务将逐季复苏
Goldman Sachs· 2025-07-11 01:13
8 July 2025 | 11:12PM HKT Yonyou (600588.SS): Mgmt. call: AI to drive client spending and internal efficiency; Large-scale clients to see sequential recovery We hosted Yonyou management on July 8 in our China Software Corp Call Series (July 7-10). Key discussions focused on (1) Enterprise clients' IT spending, (2) Gen-AI and AI agent monetization, and (3) Efficiency improvement. Overall, post challenging 1Q25 (rev -21% YoY), management expects to see sequential growth in 2Q, supported by improving demand fr ...
VIIRL Marketing makes strategic acquisition of Phoenix Online Advertising's Yelp Division
GlobeNewswire News Room· 2025-07-10 16:30
SCOTTSDALE, Ariz., July 10, 2025 (GLOBE NEWSWIRE) -- VIIRL Marketing, a digital marketing agency and software company, is pleased to announce the acquisition of the Yelp Division from Phoenix Online Advertising, an online marketing agency in Phoenix, Arizona. The acquisition grows VIIRL Marketing’s lead generation channel and continues to build on the success of their back to back 2023 and 2024 Yelp Marketing Partner of the Year wins. Further expanding VIIRL’s presence in the home services space by serving ...
GWRE Stock Rises 36% in 6 Months: Stay Invested or Book Profits?
ZACKS· 2025-07-10 15:25
Key Takeaways GWRE rose 36% in 6 months, driven by cloud platform demand and strong deal activity. Guidewire closed 17 cloud-related deals in Q3, including major wins with Tier 1 and Tier 2 insurers. Rising expenses and premium valuation temper near-term upside for GWRE.Guidewire Software (GWRE) stock has appreciated 36.4% in the past six months, significantly outperforming the Zacks Internet Software industry's growth of 17.3%. San Mateo, CA-based Guidewire is a provider of software solutions for propert ...
Microchip Expands Space-Qualified FPGA Portfolio with New RT PolarFire® Device Qualifications and SoC Availability
Globenewswire· 2025-07-10 11:06
Latest achievements highlight over 60 years of space heritage and commitment to high-reliability, radiation-tolerant technology for next-generation satellite and avionics systems.CHANDLER, Ariz., July 10, 2025 (GLOBE NEWSWIRE) -- Continuing to support the evolving needs of space system developers, Microchip Technology (Nasdaq: MCHP) has announced two new milestones for its Radiation-Tolerant (RT) PolarFire® technology: MIL-STD-883 Class B and QML Class Q qualification of the RT PolarFire RTPF500ZT FPGA and ...
为“减肥针”用户打造的健身课,成了一门新生意
3 6 Ke· 2025-07-09 23:48
以司美格鲁肽(Ozempic)为代表的GLP-1减肥药物,正让减重变得更直接快速,但同时也让健身成为了新的刚需。 因为当病患快速掉磅时,他们也在快速流失肌肉。 与此同时,在药物副作用和部分病人心理负担双重影响下,保持积极的健身习惯也远比想象中困难,这似乎也正是健身行业创新的机遇。 在GLP-1药物更为普遍的美国,已经有不少健身房围绕「减肥针」用户创新课程,抢先吸引这个快速增长的新客群。 图源Future Fit For Business 因为胃口变差,同时还可能有恶心等副作用,减肥针用户很可能因为吃的东西太少导致摄入营养不足,体力也随之变差。加上在经历肌肉流失的人,都会 感到疲惫和无力。身体这样无力不舒服,在维持生活工作之余,仍要去健身简直难上加难。 体重轻了,却不意味着一定更健康 用了九个月「减肥针」后,34岁的Will 给自己设了个新的聚餐规则 —— 选餐厅要找能做大份菜,大家一起分享的,不然别人会发现他吃得真的很少。 原因在于,GLP-1类药物的减重机制在于降低食欲。 GLP-1类药物会让病人在吃更少东西后就感到饱腹,因而创造出热量缺口,最后达成减重的目的。然而,在减掉体重里,有1/4至1/3的重量来自 ...
AMN Stock Gains Post Latest Deals With symplr to Boost Operations
ZACKS· 2025-07-09 17:06
Key Takeaways AMN sold its Smart Square scheduling software to symplr for $75 million to enhance operational focus. AMN Healthcare and symplr formed a commercial partnership to improve workforce tech solutions. AMN aims to strengthen its Scheduling and Staff Planning business within Technology and Workforce Solutions.AMN Healthcare Services, Inc. (AMN) announced the sale of its Smart Square scheduling software to symplr for a total price of $75 million last week. The companies also entered a commercial pa ...