Grid Dynamics (GDYN -16.44%), a digital engineering and consulting firm, reported its second quarter fiscal 2025 earnings on July 31, 2025. The main news was a GAAP revenue increase to $101.1 million compared to Q2 2024, beating analyst expectations of $100.72 million and slightly exceeding its own midpoint guidance. Non-GAAP earnings per share came in at $0.10, topping the consensus estimate by $0.01. Operating results showed rapid growth in AI and Finance services, with the AI and Data practice accounting ...

美国商务部对Nvidia AI芯片在华销售的审批延迟 - 美国商务部长Howard Lutnick在7月初批准Nvidia等芯片公司恢复向中国销售特定AI芯片 但部门审批流程出现延迟 [1] - Nvidia尚未获得H20 AI芯片对华销售的许可证 主要因商务部内部积压大量申请 [1] - 审批延迟源于商务部内部动荡 包括人员流失及与行业沟通机制失灵 [2] 国家安全因素对芯片出口的影响 - 美国国家安全专家正敦促政府以国家安全为由 限制Nvidia向中国出售H20 AI芯片 [2]

美国商务部对Nvidia AI芯片在华销售的审批延迟 - 美国商务部长Howard Lutnick在7月初已批准Nvidia等芯片公司向中国销售特定AI芯片 但部门内部流程导致实际许可尚未发放[1] - Nvidia目前仍未获得H20 AI芯片对华销售的许可证 主要因商务部内部积压大量申请[1] 审批延迟的内部原因 - 美国商务部面临申请积压问题 主因包括人员流失及与行业沟通机制失效[2] - 部门内部动荡导致审批流程受阻 影响芯片企业的正常商业活动[2] 国家安全因素对芯片贸易的影响 - 国家安全专家正推动特朗普政府以国家安全为由 限制Nvidia向中国出售H20 AI芯片[2] - 当前政治环境使高科技产品出口管制趋于严格 尤其针对AI等敏感技术领域[2]

Key Takeaways TEM gained 34.5% in Q2, outperforming the sector and peers like TXG and SOPH.A $200M AI partnership with AstraZeneca and Pathos is set to drive long-term data monetization for TEM.Despite top-line strength, TEM's valuation premium and lack of profitability may weigh on near-term upside.Tempus AI, Inc. (TEM) is scheduled to report second-quarter 2025 results on Aug. 8.In the last reported quarter, the company’s adjusted loss of 24 cents was narrower than the Zacks Consensus Estimate of a loss o ...

WARREN, N.J., Aug. 01, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN), today released a letter to stockholders. Dear Fellow Stockholders, Tevogen has rapidly evolved from a biotechnology innovator into a dynamic enterprise expanding into artificial intelligence through Tevogen.AI. Our mission remains steadfast: delivering clinically impactful, economically accessible therapies by leveraging cutting-edge science and technology. Tevogen has become a recognized name ...

Can the company justify its post-IPO valuation in a competitive, AI-disrupted market?Shares of Figma (FIG 5.43%) exploded this week after its public debut on Thursday. The stock is currently trading 253% higher than its initial public offering (IPO) price as of 3:17 p.m. ET. The extreme leap comes as the S&P 500 lost 2.4%, and the Nasdaq-100 lost 2.2% amid new tariffs and weak jobs data.Figma, which offers a web-based design platform that is used to create websites and apps, IPOed on Thursday at $33 a share ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Palantir, the powerful data and AI company with deep ties to US national security bodies, has won a multi-billion-dollar contract to run US Army software and data. The agreement, announced Thursday, consolidates multiple contracts into a single enterprise deal that allows the military to buy ...

Funds will support advancement of Tevogen.AI, the Company’s artificial intelligence–driven drug discovery initiative.The $1 million is part of up to $10 million in previously announced non‑dilutive grant funding from KRHP LLC. WARREN, N.J., Aug. 01, 2025 (GLOBE NEWSWIRE) -- Tevogen Bio Holdings Inc. (“Tevogen” or the “Company) (Nasdaq: TVGN), today announced that it expects to receive $1 million in grant funding to advance Tevogen.AI, its artificial intelligence–powered drug discovery and development progra ...

Comfort Systems USA TodayFIXComfort Systems USA$689.97 -13.33 (-1.90%) 52-Week Range$272.92▼$718.40Dividend Yield0.26%P/E Ratio35.51Price Target$635.60Add to WatchlistSuppose you heard mention of a stock that’s ridden the artificial intelligence wave to a 1,300% gain over the last five years. In that scenario, you’d probably envision industries like semiconductors, computer software, or maybe cybersecurity. You’d likely NOT think of an industrial conglomerate that installs air conditioning, but sometimes m ...

公司表现 - 礼来公司(NYSE: LLY)股价自上次分析以来下跌5% [1] - 本次分析聚焦第二季度财报前的宏观动态和轮动策略 [1] 投资机构 - Invictus Origin成立于2025年5月 专注于高阿尔法投资策略 [2] - 旗舰产品高阿尔法黑天鹅组合(Invictus Hydra组合)设计目标为持续显著跑赢纳斯达克100等主要指数 [2] - 该组合保持约20%的动态现金储备 通过市场剧烈波动时的择机价值投资实现下行保护 [2] 投资策略 - 采用宏观导向的股票分析方法 侧重基本面估值和长期市场周期 [2] - 重点覆盖科技 半导体 人工智能和能源行业 [2] - 投资流程结合美国市场专长与全球市场视野 [2] 分析师背景 - 通过Seeking Alpha TipRanks和GuruFocus等平台建立专业声誉 [2] - 为专业投资者群体提供可操作的高质量见解 [2] - 与顶级编辑团队合作产出精英级内容 [2]