Keybanc analyst Justin Patterson reiterated an Overweight rating for Meta Platforms META and raised the price forecast from $655 to $800 on Wednesday, citing strong second-quarter ad trends, stable macro conditions, and momentum in AI.Patterson increased his 2025 and 2026 revenue and earnings estimates for Meta, anticipating a better-than-expected performance driven by resilient ad spending, improving travel trends, and a weakening U.S. dollar. Also Read: Meta Has Gained 26% In 2025, Can The Rally Continue? ...

The Trade Desk (TTD) 的战略布局 - 公司将零售媒体作为下一个重要增长引擎 计划通过CTV和零售媒体业务实现扩张 视频广告占支出比例达40%以上 [1] - 零售媒体业务通过沃尔玛DSP、Roundel(Target平台)和Albertsons Media Collective等战略合作加速推进 品牌方反馈沃尔玛DSP带来"巨大价值" [3] - 新一代平台Kokai显著提升广告效率 每次展示使用超过30%数据元素 转化成本降低24% 获客成本降低20% [4] 零售媒体行业竞争格局 - Criteo(CRTO)通过AI驱动的零售媒体部门占据领先地位 其全栈式商务媒体平台涵盖需求方/供应方解决方案 合作覆盖美国TOP30零售商中的70% [5][6] - Criteo最新季度零售媒体平台收入同比增长17% 新增300个品牌客户 全球品牌总数超3800个 并推出全渠道视频广告解决方案 [6] - PubMatic(PUBM)积极布局零售媒体赛道 行业预计2024-2030年CAGR达8.4% 公司通过Activate/Convert/Connect三大产品线强化竞争力 [7] 公司财务与估值 - TTD股价年内下跌31% 显著跑输互联网服务行业1.9%的跌幅 [12] - 公司远期市盈率达40.88倍 高于行业平均的19.07倍 [13] - 2025年Zacks一致盈利预测过去30天维持不变 [14] 行业技术发展趋势 - 零售媒体整合线上线下数据资产 帮助广告主实现真实销售转化 跨设备覆盖移动/音频/CTV等场景 [2] - CTV成为核心增长点 PubMatic最新季度CTV收入同比增长超50% 全渠道视频收入占比达40% [8]

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Booking Holdings (BKNG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.Booking Holdings is one of 204 individual stocks in the ...

Reddit Inc. (RDDT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this company have returned +2.2%, compared to the Zacks S&P 500 composite's +4.2% change. During this period, the Zacks Internet - Software industry, which Reddit Inc. falls in, has gained 1.1%. The key question now is: What could be the stock's future direction?Although media repor ...

NEW YORK, July 17, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Reddit, Inc. (NYSE: RDDT).Shareholders who purchased shares of RDDT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/reddit-inc-loss-submission-form/?id=156858&from=4CLASS PERIOD: October 29, 2024 to May 20, 202 ...

作者 | 鹭羽 来源 | 量子位 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 明明应该被拦下来的虚假回答，结果LLM通通开绿灯。 该发现来自一篇名叫"一个token就能欺骗LLM"的论文。 一个冒号，竟然让大模型集体翻车？ 不仅如此，除了 冒号 、 空格 这类符号，还有诸如此类的推理开头语： "Thought process：" 、 "解" ，也是轻松通过。 好家伙，原来一个"解"字，数学考试能得分，LLM也会被骗到…… 而且这一波是冲着所有通用LLM来的， GPT-4o 、 Claude-4 、 LLaMA3-70B 通通被斩于马下。 那咋办？bug有了，来自 腾讯 AI Lab 、 普林斯顿大学 和 弗吉尼亚大学 的研究人员就开始哼哧哼哧解bug。 用增强数据集训练出一个靠谱的"评委"模型 Master-RM ，被骗概率直接无限接近0，正常评估能力还能不受影响。 具体什么情况，咱且接着往下看。 更多模型咨询，欢迎加入大模型之心Tech技术交流群（添加小助理进群 ...

SANTA ANA, Calif., July 17, 2025 /PRNewswire/ -- Identiv, Inc. (NASDAQ: INVE), a global leader in RFID- and BLE-enabled Internet of Things (IoT) solutions, will hold a teleconference and webcast on Thursday, August 7, 2025, at 5:00 PM EDT to discuss its financial results for the second quarter ended June 30, 2025. Financial results will be published in a press release prior to the call and available in the investor relations section of the Company's website.Second Quarter 2025 Earnings Teleconference Detail ...

Lantronix’s new NTC-500 Series enables enterprises to achieve next-gen mobility, real-time insights and improved ROIIRVINE, Calif., July 17, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions enabling Edge AI Intelligence, today launched its new NTC-500 Series rugged industrial-grade 5G router, designed to transform the economics of enterprise mobility and connectivity. This NTC-500 Series product launch is a direct result of Lantronix’s acquisi ...

"沪九条"明确提出，支持黄浦区和杨浦区建设在全球范围具有影响力、引领力的互联网优质内容创作集聚区，对 集聚区内成效显著的公共服务平台，以及全市范围内表现突出的孵化器、产业园区，市级层面按市促进文化创意 产业发展专项资金管理要求，每年提供最高1000万元奖励。 同时，鼓励互联网优质内容创作，对讲好上海故事、中国故事且有较大影响力的，单项内容市级层面最高给予10 万元奖励，并优先推荐申报国家及市级荣誉。 为解决创作者及小微企业的资金问题，上海还推进设立专项基金，打通银行贷款绿色通道，并对银行贷款给予不 超过同期贷款市场报价利率50%的贴息支持。为降低创作启动成本，支持集聚区提供共享空间、直播间等共享设 施，提供工商登记、财税咨询、政策申报、版权确权等一站式服务，并为优质内容创作人才优先提供人才公寓及 落户等便利。 推动上海成为全球互联网优质内容的"梦工厂" 上海日前正式推出《上海市关于支持互联网优质内容创作的若干举措》（简称"沪九条"），力争在五年时间内打 造出在全球范围具有影响力、引领力的互联网优质内容创作集聚区。 上海市青少年研究中心主任李清川 李清川表示，内容创作需要创意和灵感，需要交流互动，这些不会囿于地 ...

After leading market gains last year, artificial intelligence (AI) stocks are at it again. These high-growth stocks resumed their trek higher as investors became more optimistic that President Donald Trump's import tariffs won't represent as much of a headwind for companies as initially expected.A few months ago, the idea of high tariffs prompted investors to worry about a halt in AI spending and greater costs for companies throughout industries. But, as the U.S. progressed on trade talks, investors grew mo ...