Meta has completed a deal to acquire PlayAI, a small artificial intelligence startup focused on voice technology https://t.co/BXZ7zkspsB ...

DocuSign (DOCU) closed at $73.55 in the latest trading session, marking a -3.68% move from the prior day. This move lagged the S&P 500's daily loss of 0.33%. Elsewhere, the Dow saw a downswing of 0.63%, while the tech-heavy Nasdaq depreciated by 0.22%. Shares of the provider of electronic signature technology have appreciated by 0.46% over the course of the past month, underperforming the Computer and Technology sector's gain of 5.24%, and the S&P 500's gain of 4.07%.Market participants will be closely foll ...

Industry Overview - The data center cooling market is expected to grow at a CAGR of 12.8% from 2023 to 2030, driven by the demand for coolant architectures for AI and high-performance computing [1]. Company Analysis: Super Micro Computer (SMCI) - SMCI's server and storage revenues are significantly supported by its direct liquid cooling products, achieving a production volume of over 2000 DLC racks per month [3]. - The company launched DLC-2 technology in May 2025, which offers features such as water and space savings, noise reduction, and a potential reduction in electricity costs by up to 40% [4]. - SMCI is currently facing challenges, including delayed purchasing decisions from customers and margin contraction due to increased competition from established players like HPE and Dell Technologies [5]. - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings is $2.07 per share, reflecting a year-over-year decline of 6.3% [5][6]. Company Analysis: Vertiv (VRT) - Vertiv has a robust thermal management portfolio, providing various cooling solutions that optimize performance and power utilization [7]. - The company is projected to achieve 24.91% EPS growth in FY25, driven by strong demand for AI cooling solutions [7][10]. - Vertiv continues to invest in research and capacity expansion to meet the growing needs of AI infrastructure, including the development of high-density cooling solutions for NVIDIA's platforms [9]. - The Zacks Consensus Estimate for Vertiv's fiscal 2025 revenues is $9.52 billion, indicating year-over-year growth of 18.8%, with earnings estimated at $3.56 per share, reflecting a growth of 24.91% [10][11]. Stock Performance and Valuation - Year-to-date, shares of SMCI have increased by 65.2%, while VRT shares have gained 6.3% [12]. - SMCI is trading at a forward Price to Sales ratio of 1.01X, above its median of 0.83X, whereas VRT is trading at a forward sales multiple of 4.5X, higher than its median of 4.25X [13]. Conclusion - Both SMCI and VRT are benefiting from the growth in cooling technology due to AI workloads and high-performance computing [16]. - However, VRT's financial metrics suggest it is a stronger investment choice compared to SMCI, which currently holds a Zacks Rank of 3 (Hold) versus VRT's 2 (Buy) [16].

Earlier in the year, I wrote a cautious article on the Columbia Seligman Premium Technology Growth Fund (NYSE: STK ), warning that sector valuations were becoming extreme. Sure enough, shortly after my article, the STK fund plunged byAuthor of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence o ...

Quantum computing stocks have captured the attention of investors due to their immense potential and the considerable risks facing the emerging industry.Here’s a look at what happened this week in the quantum computing sector. ZenaTech – ZENA AI drone maker ZenaTech, Inc. ZENA announced on Thursday the successful development of its first quantum computing prototype. The quantum framework is designed to analyze and process large datasets for its AI drone solutions.Read Next: UnitedHealth Slammed With Another ...

Company Overview - IQVIA Holdings Inc. provides advanced analytics, technology solutions, and contract research services to the life sciences industry, formed through the merger of IMS Health and Quintiles [11] - The company operates in over 100 countries and employs approximately 88,000 people [11] Investment Ratings - IQVIA is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A [12] - The Growth Style Score for IQVIA is B, indicating a forecasted year-over-year earnings growth of 6.4% for the current fiscal year [12] Earnings Estimates - In the last 60 days, three analysts have revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing to $11.84 per share [12] - IQVIA has an average earnings surprise of +1.7%, suggesting a positive trend in earnings performance [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IQVIA is recommended as a potential investment opportunity for growth investors [13]

Company Overview - TechnipFMC plc is a leading manufacturer and supplier of products, services, and fully integrated technology solutions for the energy industry, formed from the merger of Technip and FMC Technologies in January 2017 [12] - The company focuses on designing, producing, and servicing technologically sophisticated systems and products for subsea, onshore/offshore, and surface projects, aiming to enhance the performance of its oil and gas clients [12] Investment Analysis - TechnipFMC has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a solid position in the market [13] - The company has a Value Style Score of B, supported by attractive valuation metrics such as a forward P/E ratio of 17.07, which may appeal to value investors [13] - For fiscal 2025, three analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing to $2.07 per share [13] - TechnipFMC has demonstrated an average earnings surprise of +37.2%, suggesting potential for positive performance [13] - With a solid Zacks Rank and top-tier Value and VGM Style Scores, TechnipFMC is recommended for investors' consideration [14]

SHENZHEN, China, July 11, 2025 (GLOBE NEWSWIRE) -- MicroCloud Hologram Inc. (NASDAQ: HOLO), (“HOLO” or the "Company"), a technology service provider, they announced that they have purchased up to $200 million in Bitcoin and cryptocurrency-related securities derivatives. As of July 11, the cumulative investment income have reached $34.02 million. HOLO currently holds $394 million in cash reserves. The company plans to allocate these $394 million reserves toward derivatives and technology development in cutti ...

General atmosphere during an IMAX private screening for the movie "First Man" at an AMC theater in New York City on Oct. 10, 2018.More than a year before "F1: The Movie" would eventually hit theaters, Apple struck a deal with IMAX.The studio secured the use of IMAX's camera technology as well as a three-week release in its theaters, a partnership that helped the film generate nearly $300 million globally in its first 10 days in cinemas.More than 20% of that haul came from IMAX screenings. In the U.S. and Ca ...

21世纪经济报道记者周慧 北京报道 7月7日，寸土寸金的北京海淀面向全球AI创业者发布召集令，符合条件的企业可阶段性减免租金入驻"中关村AI北纬社区"。 在海淀，高调向全球发出召集令的AI社区长什么样？ 7月8日，在"中关村AI北纬社区"发布面向全球AI创业者召集令的第二天，21世纪经济报道记者从北京海淀南部的西四环乘车到海淀北部近六环的"中关村AI 北纬社区"，全程约20公里。 在新一轮以人工智能（AI）为主导的产业革命中，万亿GDP的海淀拿出了前所未有的诚意和姿态，希望能吸引更多的年轻人和中小科技企业。 2025年春节后，杭州"六小龙"声名鹊起，在DeepSeek掀起的创新热潮下，以科技创新出发地、原始创新策源地和自主创新主阵地为定位的北京海淀，也在发 力培育和留下新领域新赛道小而美、小而精的科技先锋企业，试图在互联网产业机遇之后，再抓住AI产业的机遇。 "海淀不存在产业发展空间不足的问题，中关村科学城北区还有大面积的产业发展空间。"一位官方人士告诉21世纪经济报道记者，回应了外界对于海淀因 为"太挤和太贵"导致中小科技企业外迁的问题。 "科技向北"发展，似乎能解决海淀当下发展的很多问题，也寄托了海淀打造 ...