Akamai Technologies (AKAM) closed the most recent trading day at $77.93, moving +1.16% from the previous trading session. This change outpaced the S&P 500's 0.54% gain on the day. Meanwhile, the Dow experienced a rise of 0.52%, and the technology-dominated Nasdaq saw an increase of 0.74%. The cloud services provider's shares have seen a decrease of 2.11% over the last month, not keeping up with the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2%.The investment community will be ...

In the latest trading session, Lyft (LYFT) closed at $14.76, marking a -1.14% move from the previous day. This change lagged the S&P 500's daily gain of 0.54%. On the other hand, the Dow registered a gain of 0.52%, and the technology-centric Nasdaq increased by 0.74%. Heading into today, shares of the ride-hailing company had gained 1.63% over the past month, lagging the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2%.The investment community will be closely monitoring the perf ...

Hong Kong, July 17, 2025 (GLOBE NEWSWIRE) -- Mega Fortune Company Limited (the “Company” or “MGRT”), an Internet of Things (“IoT”) solution provider in Hong Kong, today announced the closing of its initial public offering (the “Offering”) of 3,750,000 ordinary shares at a price of $4.00 per share. The Company has granted the underwriter a 45-day option to purchase up to an additional 562,500 ordinary shares at the public offering price, less the underwriting discounts. The aggregate gross proceeds from the ...

Hong Kong, July 17, 2025 (GLOBE NEWSWIRE) -- Mega Fortune Company Limited (the “Company” or “MGRT”), an Internet of Things (“IoT”) solution provider in Hong Kong, today announced the closing of its initial public offering (the “Offering”) of 3,750,000 ordinary shares at a price of $4.00 per share. The Company has granted the underwriter a 45-day option to purchase up to an additional 562,500 ordinary shares at the public offering price, less the underwriting discounts. The aggregate gross proceeds from the ...

NEW YORK, July 17, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Reddit, Inc. ("Reddit, Inc." or the "Company") (NYSE: RDDT) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Reddit, Inc. investors who were adversely affected by alleged securities fraud between October 29, 2024 and May 20, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/reddit-inc-lawsuit-submis ...

AI云增速健康，利润率较为稳健。公司预计行业对GPU云、大模型API调用需求强劲，我们预计订阅制 公有云2-3Q收入有望维持高于20%同比增速，我们预计2Q25 百度云收入同比增长25%。公司预计云稳 定贡献利润。 萝卜快跑与Uber达成战略合作。7 月15 日，萝卜快跑宣布与出行服务平台Uber建立战略合作关系，萝卜 快跑计划将数千辆无人驾驶汽车，接入Uber全球出行网络，年底前双方将率先在亚洲和中东地区部署萝 卜快跑RT6，未来将逐步扩展至全球更多市场。 百度核心经营利润率下滑明显。考虑到广告收入大幅承压，我们预计2Q百度核心非通用准则经营利润 40 亿元，对应非通用准则经营利润率15.5%，显著低于去年同期。 盈利预测与估值 机构：中金公司 研究员：白洋/王秋婷/魏萌 预测2Q百度核心收入同比降低3.8% 我们预计2Q百度集团收入同比降低3.8%至327 亿元；其中，百度核心收入同比降低3.8%至257 亿元。我 们预期集团2Q25 非通用准则净利润为36亿元，其中百度核心非通用准则净利润为39 亿元。 关注要点 AI改造持续深化，预计2Q广告收入跌幅扩大。根据近期我们和公司的沟通，公司预计2Q AI生 ...

Key Takeaways MELI is expanding its acquiring business by strengthening offerings for small and informal sellers. Its full-stack fintech ecosystem helps retain merchants through credit, insurance, and payment tools. Competition from STNE and DLO grows, but MELI's integrated platform continues to drive adoption.MercadoLibre’s (MELI) acquiring business has grown into the most dominant fintech acquiring engine in Latin America (LATAM). Instead of following traditional players who targeted large retailers, ME ...

核心观点 - Alphabet和苹果是消费级应用市场的两大主导者 分别通过Google Play商店和Apple App Store提供服务 两家公司正积极将人工智能技术融入消费者产品以扩大用户基础和市场份额 [1] - 消费者对AI的接受度在2025年上半年显著提升 美国成年人AI使用率从35%(2024年)跃升至61% 其中19%形成每日使用习惯 但付费转化率仅3% [2][3] - 到2030年 18-44岁AI活跃用户将推动美国4.4万亿美元AI相关消费 英国 澳大利亚和德国市场规模分别为6900亿 6690亿和5390亿美元 [4] 行业趋势 - 消费者AI采用率半年内快速增长 但企业采用率(95%)仍远高于个人用户(61%) 隐私和数据安全仍是主要障碍 [2][3] - AI工具通过提升效率正改变消费习惯 预计将逐步带动付费转化 当前全球用户基数达18亿 [3] - 年轻消费群体将成为AI消费主力 其收入增长将显著扩大AI相关支出规模 [4] Alphabet竞争优势 - 开放云战略成效显著 2025Q1付费订阅数突破2.7亿 YouTube和Google One为主要驱动力 [5] - Gemini助手以23%使用率位居全美第二 超越苹果Siri(16%) [5] - 搜索业务创新带动增长 AI Overview月活达15亿 覆盖140国15种语言 新功能增强多模态交互能力 [6] - Circle to Search已覆盖3亿安卓设备 游戏场景应用提升年轻用户粘性 [7] 苹果发展现状 - iPhone 16在支持Apple Intelligence地区销售更佳 系统更新新增8种语言支持 [8][9] - 新增实时翻译 视觉智能升级等功能 但创新力度不及市场预期 [9][10] - 功能发布存在延迟和分批推出问题 影响用户体验 [10] 财务表现 - Alphabet 2025年每股收益预期上调至9.56美元 较2024年增长18.91% [11] - 苹果2025财年每股收益预期下调至7.10美元 同比增长5.19% [12] - 年内Alphabet股价下跌3.3% 表现优于苹果(-16%) [13] 估值比较 - 苹果远期市销率7.52倍 高于Alphabet的6.41倍 [17] - 两家公司估值均偏高 Alphabet价值评分C级优于苹果D级 [17] 市场定位 - Alphabet在AI助手使用率和搜索创新方面领先 持续的产品迭代巩固优势 [20] - 苹果处于追赶状态 当前Zacks评级为"持有" 低于Alphabet的"买入"评级 [21]

评级与目标价调整 - Keybanc Capital Markets分析师Justin Patterson维持对Alphabet的增持评级 并将目标价从195美元上调至215美元 [1] - 上调评级基于广告行业前景改善 反映宏观经济环境稳定及产品周期积极 [1] 财务预测与业务表现 - 预计第二季度营收达946亿美元 超出市场共识 主要增长动力来自搜索、YouTube和云业务 [2] - 2025年和2026年每股收益(EPS)预测分别上调1%和2% 2027年EPS预估为1225美元 [2] 行业环境与竞争优势 - 宏观经济展望稳定 机构评论积极且消费者趋势改善 外汇顺风将持续利好公司 [3] - 反向人才收购模式成功强化科技巨头人才获取与创新能力 巩固公司在AI领域的领先地位 [3] 市场反应 - Alphabet股价最新报18275美元 日内微跌012% [4]

股价表现 - Rigetti Computing股票在上一交易日上涨30_2%至16_56美元 成交量显著高于平均水平 [1] - 过去四周该股累计涨幅为10_8% [1] - 同行业公司BigCommerce股价上一交易日上涨1_2%至4_88美元 过去一个月下跌3_6% [3] 量子计算技术进展 - 公司实现99_5%的双量子比特门保真度 并扩展至100+量子比特规模 [1] - 技术突破为公司带来显著收入增长潜力和长期市场领导地位 [1] 财务预期 - 预计季度每股亏损0_06美元 同比改善14_3% [2] - 预计季度收入191万美元 同比下降38_2% [2] - 过去30天共识EPS预期维持不变 [3] - BigCommerce的共识EPS预期过去一个月下调10%至0_03美元 同比降幅达40% [4] 行业评级 - Rigetti Computing当前Zacks评级为3级(持有) [3] - BigCommerce同样持有Zacks 3级评级 [4] - 两家公司均属于互联网-软件行业 [3]