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Accessibility StatementSkip Navigation Aims to standardize HR processes, enhance employee productivity and experience BENGALURU, India, Oct. 3, 2025 /PRNewswire/ -- Infosys(NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced its collaboration with Telenor Shared Services (TSS), a global business services organization that provides systems, services, and support to Telenor Group. Infosys will help TSS standardize HR processes, enhance em ...

Find out why BigBear.ai's defense contracts and airport security partnerships could fuel its next big move -- or if the stock has already run too far.BigBear.ai (BBAI 3.87%) has shocked investors with a 329% surge over the last year, powered by defense contracts, airport partnerships, and global security deployments. With its mission-critical AI already embedded in government and infrastructure systems, BigBear may be positioned for long-term upside -- but risks remain for retail investors chasing the rally ...

As Friday, October 3rd, 2025, dawns, the U.S. stock market is signaling a continuation of its recent bullish trend, with equity futures showing modest gains in premarket trading. This comes on the heels of a record-setting week for major indices, as investors appear to shrug off the ongoing government shutdown and remain focused on corporate earnings and the persistent momentum in the artificial intelligence sector.Premarket Activity and Index PerformanceU.S. equity futures are holding steady or slightly hi ...

财务表现与股东回报 - 公司市值达39万亿美元 2025财年自由现金流为716亿美元 约占其市值的18% 每股自由现金流为960美元对应股价520美元 [3] - 公司营业现金流利润率达483% 从2820亿美元营收中产生1360亿美元营业现金流 净利润高达1020亿美元 净利润率约为36% 首次突破千亿美元利润门槛 [3][4] - 公司资产负债表稳健 拥有950亿美元现金及610亿美元债务 净现金状况强劲 在过去十二个月内通过股息和回购向股东返还370亿美元 [4] 股价表现与增长前景 - 公司股价年内上涨24% 表现优于纳斯达克指数18%的涨幅 增长势头正在加速 [5] - 2025财年营收和营业利润均实现中高双位数增长 智能云部门是主要贡献者 其中Azure年营收超过750亿美元 同比增长34% 人工智能服务贡献了19个百分点的增长 [6] - 公司拥有多个大规模长期增长驱动力 尤其是人工智能业务的扩张 预计将推动股价显著上涨 可能从当前水平翻倍至超过1000美元 [7] 未来业绩预测与估值 - 基于人工智能应用推动营收持续以17%的年增长率增长 以及经营杠杆带来的利润率扩张 预计到2028年销售额可达4500亿美元 [9] - 随着高利润率人工智能服务规模扩大和运营效率提升 公司营业利润率预计扩张至50% 相当于约2250亿美元的营业利润 税后净利润约1800亿美元 [9] - 持续股份回购可能使流通股数量降至72亿股 预计到2028年每股收益约为25美元 尽管当前基于2025财年业绩的市盈率为38倍 但其人工智能货币化故事证明溢价合理 未来三年估值倍数预计不会显著压缩 [10] 核心业务驱动力 - 人工智能与云业务占主导地位 公司计划在2026财年投资约700亿美元建设全球最强大的人工智能数据中心 覆盖超过400个地点 Azure营收在2025财年达750亿美元 增长34% 微软云年营收达1860亿美元 增长27% 集成人工智能栈正推动营收增长 [13] - 企业软件与生产力业务表现强劲 生产力与业务流程部门在2025财年产生1165亿美元营收 增长16% Office 365商业版营收增长16% LinkedIn营收增长8% Dynamics 365飙升19% [13] - 游戏与消费者技术业务转型 尽管Xbox硬件销售额下降22% 但Xbox内容和服务营收增长13% 显示向高利润率订阅和云游戏模式转型 更多个人计算部门贡献540亿美元 Windows许可和搜索广告增长稳定 [13] 目标股价分析 - 即使采用保守的30倍市盈率 对应股价为750美元 若公司维持当前约40倍的市盈率 隐含股价可能超过1000美元 意味着从当前水平翻倍 [14]

Meta Platforms Inc. (NASDAQ:META) is shifting its AI prototyping work to external developer platforms.Check out the current price of META stock here. According to internal memos obtained by Business Insider, Meta is integrating tools like Vercel and GitHub as part of a restructuring of its engineering stack to enhance speedPush Toward Faster DevelopmentThe move comes under the company's new Meta Superintelligence Labs (MSL), launched as part of CEO Mark Zuckerberg's multibillion-dollar gamble on advanced AI ...

Accessibility StatementSkip Navigation LAS VEGAS, Oct. 3, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company ("Hyperscale Data" or the "Company"), today announced that it has successfully paid 39 consecutive monthly cash dividends for its 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock (the "Series D Preferred Stock") – https://www.nyse.com/quote/XASE:GPUSpD. Dividends on the Series D Preferred Stock are cumulative and are payable out of amount ...

Given the geopolitical strains given now as well, the shutdown in the U.S.. David, does the US economy weather the current political standoff in Washington. And does that resilience that we've seen this year continue into 2026.Well, first, thank you for having me here. Delighted to be here. The U.S. economy is in pretty good shape and there are some very, very strong tailwinds that have really had a profound effect.And there are also some things going on that are creating headwinds and are probably leading ...

据数据提供商PitchBook的统计显示，今年迄今风险投资(VC)机构已向人工智能初创企业注入了1927亿美元资金，创下全球历史新高。 这一幕也预示着，2025年有望成为首个VC资金半数以上流向AI行业的年份。 统计显示，多数资金流向那些成熟的初创企业——Anthropic和xAI本季度均获得了数十乃至上百亿美元的融资，而部分知名度较低的新兴企业则举步维艰， 尤其是在非人工智能领域的公司。 初创企业整体环境严峻 值得一提的是，全球AI大模型领军企业OpenAI在本周早些时候宣布股权交易后，已刷新了全球初创公司估值的"新高度"。据悉，OpenAI现员工和前员工出 售了价值约66亿美元的股份，买家包括Thrive Capital、软银集团、Dragoneer Investment Group、MGX、T. Rowe Price等。 然而，PitchBook的报告显示，尽管少数人工智能公司获得了巨额投资，但初创企业的整体前景正变得更为严峻。 2025年全球获得风险投资的企业总数预计将创近年来的新低，新募集资金的风险投资机构数量同样如此。 据PitchBook数据显示，今年迄今全球合计有823家风险基金累计募资逾80 ...

U.S. stock futures advanced on Friday following Thursday’s record advances. Futures of major benchmark indices were higher.Wall Street was unfazed by the shutdown as the AI-led optimism led the markets higher, even as most S&P 500 sectors declined on Thursday, information technology and communication services advanced.The next opportunity to hold a vote on a government shutdown will be later today, as the chamber was out on Thursday in observance of Yom Kippur. Meanwhile, President Donald Trump once again f ...