Core Insights - Microsoft continues to lead the desktop operating system market with Windows, driven by the transition to Windows 11 and increased enterprise adoption, resulting in a 6.5% year-over-year increase in global PC shipments to 68.4 million in Q2 2025 [1][10] Group 1: Market Dynamics - PC vendors increased shipments to the U.S. in anticipation of higher tariffs, with Lenovo holding a 24.8% market share, followed by HP at 20.7% and Dell at 14.3%, all offering Windows-powered devices [2] - Windows 11 commercial deployments surged by 75% year-over-year in Q3 2025 as enterprises prepare for the end-of-support for Windows 10 in 2025, indicating strong enterprise-led upgrades [2][10] Group 2: Product Innovations - Microsoft launched Copilot+ PCs, featuring AI-optimized capabilities and exclusive features like Recall and Click to Do, enhancing user experience through collaborations with Adobe, Canva, and Zoom [3][10] Group 3: Financial Performance - For Q4 2025, Microsoft expects revenues from its More Personal Computing segment to be between $12.35 billion and $12.85 billion, with an estimated $12 billion indicating a 1% year-over-year growth [3][4] - The Zacks Consensus Estimate for Microsoft's fiscal 2025 earnings is $13.34 per share, reflecting a 13.05% year-over-year growth [14] Group 4: Competitive Landscape - Microsoft faces competition from Alphabet's ChromeOS, which has evolved into a secure, AI-focused operating system, and Apple's growing market share due to strong demand for its latest Mac devices powered by the M4 family of chips [5][6][7] Group 5: Stock Performance - Microsoft shares have appreciated by 21.3% year-to-date, outperforming the Zacks Computer – Software industry growth of 19.6% and the Zacks Computer and Technology sector's growth of 9.6% [8] - The stock is currently trading at a forward 12-month Price/Sales ratio of 12.04X, compared to the industry's 8.97X, indicating a Value Score of D [12]

Core Insights - Intuit Inc. is significantly enhancing its focus on artificial intelligence (AI) to revolutionize financial management for individuals and businesses, utilizing its proprietary AI operating system, GenOS [1][5] AI Integration and Innovations - The introduction of AI agents aims to assist businesses in growth with reduced effort and increased precision, particularly in payments, customer management, and accounting, leading to a "done-for-you" model that simplifies processes and enhances efficiency [2] - AI-generated invoice reminders are now used by nearly 25% of invoicing customers, resulting in over 10% higher payment conversion rates on overdue invoices [2] - TurboTax has leveraged AI to reduce average filing time by 12%, with over half of users completing their returns in under an hour, while experts have seen a 20% reduction in return preparation time due to AI tools [3] Financial Performance - QuickBooks Online revenues increased by 21% in Q3 FY25, driven by pricing strategies, product mix shifts, and AI-powered innovations [4][9] - Intuit's data ecosystem, with over 100 million users, generates 60 billion machine learning predictions daily, facilitating rapid development and real-time insights [5] Market Position and Valuation - Intuit's shares have appreciated by 20.2% year to date, outperforming the broader industry and the S&P 500 Index [8] - Despite strong performance, Intuit's shares are considered expensive, with a forward Price/Sales ratio of 10.10X, above the industry average of 8.86X [11] - The Zacks Consensus Estimate indicates an 18.42% year-over-year growth for fiscal 2025 EPS and a 13.7% growth for fiscal 2026 EPS, reflecting a positive trend in estimate revisions [12]

【环球网科技报道 记者 张阳】2025年7月18日至19日，以"向实同行，共创融合新生态"为主题的中国联通合作伙伴大会在上海世博中心开幕。作为中国联通 的重要战略合作伙伴，华为以"聚智向实 共智有为"为主题，在400平米的展区内，通过鸿蒙智行、智能终端、智慧办公、运动健康等全品类产品的场景化展 示，立体呈现了鸿蒙生态的全场景协同能力，全方位展示了其在全场景智慧生活领域的深厚积累与前瞻布局。 运动健康：科技赋能全天候生命体征监测 旗舰矩阵：技术创新定义高端体验新标杆 步入华为展区，旗舰手机阵营的阵列式展示即刻吸引了全场目光。作为华为影像与折叠屏技术的集大成者，Mate XT与Pura 80系列成为展区的焦点。Mate XT搭载的超光谱影像系统，在现场展现了出色的色彩还原能力，其折叠形态下的多任务交互功能，让商务沟通与内容创作实现无缝切换。而Pura 80系列首 创的"双镜双芯"影像架构，通过现场实拍演示，展现了夜景与人像的出色成像效果，提升了移动影像的专业标准。 折叠屏家族的另一重磅产品Mate X6则展示了轻量化与耐用性的平衡艺术，其采用的新一代鹰翼铰链技术，使机身厚度较前代减少12%，却能承受20万次折 叠 ...

报道称，三星显示在IT业务部门中增设IT销售团队，似乎是为了全面启动IT OLED业务做准备。尽 管苹果去年推出的首款OLED iPad销售不佳，但苹果仍计划从明年开始陆续推出OLED MacBook 等产品，三星显示则计划利用其第8.6代OLED产线为这些产品供屏。 7月17日，据韩国媒体the elec报道，三星显示在7月1日进行重组，IT业务部门内增设了IT销售团 队，此前该业务部门仅有IT技术团队和开发团队。 #OLED #三星显示 #笔电面板 【集邦Display显示产业交流群】 ▶ 关于集邦 上下滑动查看 图片来源：三星显示 2024年12月，三星显示宣布，由大尺寸事业部组长李钟赫（音译）副社长兼任IT事业部门组长， 李柱亨（音译）副社长当任中小尺寸事业部组长。 据悉，大尺寸事业部专注于生产电视和显示器用的量子点（QD）-OLED面板；中小尺寸事业部则 主要负责生产三星电子Galaxy系列和苹果iPhone等智能手机所需的OLED面板。 当时业界分析认为，三星显示将大尺寸事业组长委任为IT事业部组长，将有利于整个IT OLED业务 的整体拓展。 虽然显示器用QD-OLED技术和平板/笔记本电脑用中 ...

I lied. Been up reading a comedy.I was told it was an official 'first edition', but apparently they made billions of pre-first editions and gave them to the publisher to sell them on the open market whenever they need more money, so mine is a post-pre-first edition edition. But, I'm told it's still valuable because book stores will replace all other books with it and it will retire my family someday, so pretty stoked about that.Anyway, good night. ...

近日，特朗普政府任命曾发表挺以色列言论的右翼网红亚当斯（Nick Adams）担任下一任美国驻马来西亚大使，这一举动迅速在这个人口以穆斯林为主的 国家引发巨大争议。专注于东南亚问题的政治分析师威尔士（Bridget Welsh）则称美国这么干，可能"会把所有东南亚国家都推向中国怀抱"。 威尔士的担忧并不是杞人忧天。在，美国卡内基国际和平基金会的美国政策专家埃文·费根鲍姆博士在播客频道"太平洋两极"（Pacific Polarity）对话时，就 曾表示，由于美国在亚洲的政策不顾域内国家的需求，偏重于针对中国的安全考量，美国的影响力将在十年内逐渐从区域淡出。 埃文·费根鲍姆为卡内基国际和平研究院研究副总裁。他此前曾在美国国务院担任多项高级职务，包括南亚事务副助理国务卿、中亚事务副助理国务卿，专 注于东亚及太平洋地区事务。离开政界后，他深耕智库领域。 演讲内容由观察者网整理并发布，供各位读者参考。 以中亚为例。作为苏联和俄罗斯帝国组成部分期间，亚洲原有的自然连接——通过贸易路线、宗教传播、思想交流等——很多都消失了。印度和东亚之间的 情况也是如此。我们今天用的许多地名都能看到印度在东亚的历史遗产，比如"印尼"、"印 ...

New Guidelines Establish Mandatory Director Retirement PolicyNEW CENTURY, Kan., July 17, 2025 /PRNewswire/ -- Butler National Corporation (OTCQX: BUKS), a leader in the growing global market for aircraft modification, maintenance, repair and overhaul and a recognized provider of gaming management services, announces that its Board of Directors has adopted Corporate Governance Guidelines to promote the sound structure of the Board and best practices of its governance.The new Corporate Governance Guidelines c ...

Key Takeaways INTU has surged 19.3% in 2025, outpacing peers with strength across Consumer and Business segments. AI-driven tools and 77% subscription-based revenues are powering growth and operational efficiency. Platform synergies from TurboTax and Credit Karma are driving adoption and cross-segment revenue gains.Intuit Inc. (INTU) has delivered a solid performance in 2025, with its stock rising 19.3% year to date, outperforming the Zacks Computer – Software industry’s 17.5% appreciation. In contrast to ...

Demonstration: Running through the Memory Access Example in Jupyter notebook. ...

Mark Zuckerberg and current and former directors and officers of Meta Platforms agreed on Thursday to settle claims seeking $8 billion for the damage they allegedly caused the company by allowing repeated violations of Facebook users’ privacy, a lawyer for the shareholders told a Delaware judge on Thursday.The parties did not disclose details of the settlement and defense lawyers did not address the judge, Kathaleen McCormick of the Delaware Court of Chancery. McCormick adjourned the trial just as it was to ...