Blue Signal Search CEO on hypercompetitive AI hiring: There's not enough people to fill these jobs
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
3 hours ago
- Yahoo
KLAC Scales in Advanced Packaging: Is Growth Set to Increase Further?
KLA Corporation KLAC is scaling its advanced packaging business as demand rises for High-Bandwidth Memory (HBM) and advanced logic nodes to support AI workloads. KLAC's inspection and metrology tools support 2.5D and 3D integration, which are critical for improving performance and yield in multi-die meet growing complexity, KLAC is expanding its packaging portfolio to address tighter tolerances, process variability and accelerated production ramps. Foundry and memory customers are deepening adoption across high-density nodes, reinforcing momentum in performance-centric packaging advanced packaging business is included in the Semiconductor Process Control segment, which reported $2.74 billion in revenue for the third quarter of fiscal 2025, up 31% year over year. The figure beat the Zacks Consensus Estimate by 0.76%. Advanced packaging revenues are projected to surpass $850 million in 2025, driven by rising demand from both foundry and memory customers. As AI-centric architectures scale, KLAC's tools are playing a central role in enabling next-generation packaging. With deep domain expertise and an expanding footprint, the company is well-positioned to capture share as advanced packaging becomes a key growth driver across the semiconductor industry. KLAC's inspection and metrology leadership in advanced packaging is facing growing competition from Applied Materials AMAT and ASML Holdings ASML, both of which are scaling their roles in enabling complex integration across logic and memory Materials is advancing its position with deposition, etch, and bonding solutions tailored for high-density packaging. AMAT's investments in hybrid integration platforms and packaging-specific workflows support rising demand from AI-driven logic and HBM customers. These capabilities give Applied Materials an expanding footprint in advanced back-end Holdings is gaining relevance through its EUV lithography systems, which are increasingly used in advanced patterning steps that support downstream packaging performance. As customers transition to tighter geometries and 3D structures, ASML Holding's tools play a critical role in enabling pattern fidelity and placement precision, indirectly supporting the adoption of advanced packaging across leading fabs. KLAC's shares have appreciated 46.2% year to date, while the broader Zacks Computer & Technology sector has increased 5.7% and the Zacks Electronics - Miscellaneous Products industry has jumped 12.9%. Image Source: Zacks Investment Research KLAC stock is trading at a premium, with a forward 12-month Price/Sales of 10.11X compared with the industry's 3.2X. KLAC has a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings is pegged at $8.53 per share, up by a penny over the past 30 days, indicating 29.24% year-over-year growth. KLA Corporation price-consensus-chart | KLA Corporation Quote The consensus mark for KLAC's 2025 earnings is pegged at $32.46 per share, which is up by a penny over the past 30 days. The figure indicates a 36.73% increase year over currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report KLA Corporation (KLAC) : Free Stock Analysis Report ASML Holding N.V. (ASML) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 hours ago
- Yahoo
Jurny and Visual Matrix team up to integrate AI tools into hotel operations
Agentic AI company Jurny has entered a letter of intent with property management system (PMS) provider Visual Matrix. This collaboration aims to offer a fully integrated guest experience platform, automating hotel operations at scale. The integration is set to introduce AI-powered tools such as contactless mobile check-in and checkout, identity verification, real-time guest messaging, and revenue-generating upsells within the Visual Matrix PMS environment. Guest experiences will be further enhanced with phase II, which involves the utilisation of Junry's voice-activated AI. Visual Matrix chief development officer Patty Jefferson said: 'Partnering with a brand such as Jurny gives our customers access to some of the most advanced, real-time guest engagement tools available today, all with minimal lift and immediate impact. 'Hotels can now offer the speed, personalisation, and polish of enterprise-scale operations on their own terms.' The partnership addresses the growing guest expectations and ongoing staffing obstacles by supporting hotels to offer high-touch services without broadening their workforce. New offerings, including AI-driven inbox consolidation and automated upgrade offers, are engineered to improve personalisation, reduce manual burden, and create new revenue opportunities. Jurny commented that its platform stands apart from traditional systems by using agentic AI to autonomously manage the full guest journey. It can handle complex tasks in real-time, such as responding to multi-channel inquiries and executing backend operations such as identity verification and room upgrades. With this integration, hotel teams can operate more efficiently and ensure that guest interaction is immediate and tailored. Jurny co-founder and CEO Luca Zambello said: 'Partnering with Visual Matrix brings the scale and reach to deliver truly autonomous operations to thousands of hotels at once. 'Together, we're creating infrastructure that allows hotel teams to move faster, reduce manual tasks, and elevate the guest experience using next-gen agentic AI NIA.' The fully integrated solution aims to improve operations, increase revenue through automated upsells, and enhance service quality. This partnership provides hotels with the necessary tools to deliver a consistent service, even as staffing issues persist and guest expectations continue to evolve. In March 2024, Jurny introduced its AI Multi-Agent system, which manages concierge services and guest communications. "Jurny and Visual Matrix team up to integrate AI tools into hotel operations" was originally created and published by Hotel Management Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
3 hours ago
- Yahoo
Adobe's Record Q2 Cash Flow Sets the Path: A Key to Future Momentum?
Adobe ADBE reported second-quarter fiscal 2025 operating cash flow of $2.19 billion, up 13% year over year. Despite a sequential decline of 15% Adobe's bright prospects, driven by an expanding AI portfolio, are factors are driving Adobe's cash flow growth. Its core Digital Media segment, led by Creative Cloud and Document Cloud, continues to deliver strong recurring revenues. Subscription models provide consistent income, while growing adoption of AI-driven features, such as Firefly, Acrobat AI Assistant and Express, expands customer engagement and product stickiness. Adobe benefits from a rising Remaining Performance Obligations of $19.69 billion, with 67% expected to be recognized within a year, offering visibility into future cash question now is whether Adobe can maintain this momentum. With $5.71 billion in cash and short-term investments as of May 30, 2025, Adobe is well-positioned to continue investing in product innovation, AI integration and strategic acquisitions. Strong cash reserves also give Adobe flexibility to navigate economic headwinds while continuing share repurchases, evidenced by the 8.6 million shares repurchased in the second quarter alone, and currently have $10.90 billion remaining as part of its $25 billion authorization. For investors, these indicators reinforce confidence in Adobe's ability to deliver long-term value. As the company evolves from a creative software leader to a broader digital experience and AI powerhouse, its financial strength is laying the foundation for enduring momentum. Microsoft MSFT competes with Adobe through its robust cloud and productivity suites, particularly Azure and Microsoft 365 Copilot, which are integrated with creative tools and workflow automation. Unlike Adobe's specialized product lineup, Microsoft's scale across cloud and AI ecosystems offers seamless cross-platform selling opportunities. In third-quarter fiscal 2025, Microsoft generated roughly $37 billion, up 16% year over year, driven by strong cloud billings and CRM directly challenges Adobe in the digital marketing and experience space with Salesforce Marketing Cloud, Service Cloud and Gen AI-powered customer tools. While Adobe excels in creative workflows, Salesforce leads in CRM-based automation and enterprise reach. In first-quarter fiscal 2026, Salesforce reported $6.5 billion in operating cash flow, up 4% year over year, underscoring the company's strength in monetizing its platform and expanding its digital experience footprint. Adobe shares have declined 14.9% year to date, while the broader Zacks Computer and Technology sector has returned 5.7% and the Computer-Software industry has risen 14.6%. Image Source: Zacks Investment Research Adobe stock is trading at a premium, with a forward 12-month Price/Sales of 6.7X compared with the Computer and Technology sector's 6.51X. Adobe has a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for ADBE's earnings is pegged at $20.61 per share for fiscal 2025 and $23.24 for fiscal 2026, indicating year-over-year growth of 11.89% and 12.76%, respectively. The consensus mark for earnings estimates for fiscal 2025 and 2026 has been revised upward by 1.2% and 1.5%, respectively, over the past 30 days. Image Source: Zacks Investment Research Adobe currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Salesforce Inc. (CRM) : Free Stock Analysis Report Adobe Inc. (ADBE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
