Latest news with #4thIndustrialRevolution
Business Insider
22-07-2025
- Business
- Business Insider
PLTR, TSLA, NVDA- Daniel Ives Expects ‘Very Strong 2Q Tech Earnings Season'
Wedbush Securities analyst Daniel Ives is highly optimistic about the technology sector's second quarter earnings season. He believes tech companies will report very strong Q2 results, driven by multiple artificial intelligence (AI) tailwinds. Ives mentioned that strong momentum in AI chips, AI software, and enterprise applications is already benefiting, and will continue to benefit tech stocks through the second half of 2025, with AI's impact still in its early stages. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Ives ranks #896 out of 9,889 analysts tracked on TipRanks. He has a 51% success rate and an average return per rating of 8.90%. The firm's 'Top Tech Picks' for the remainder of 2025 include Nvidia (NVDA), Microsoft (MSFT), Tesla (TSLA), Palantir (PLTR), and Meta (META). Ives Calls AI the 4 th Industrial Revolution Ives argues that AI is fundamentally reshaping the tech sector and that its benefits are just beginning to emerge. 'We have barely scratched the surface of this 4th Industrial Revolution,' he wrote in a research note, describing it as a golden era for technology. Over the next three years, enterprises and governments are expected to spend approximately $2 trillion on AI-related projects, he added. Additionally, Ives believes Wall Street is 'underestimating' the scale of future AI-driven growth, as AI use cases are rapidly expanding with increasing adoption. He added that AI is shifting from the testing phase to the consumption phase, which serves as a major catalyst for software companies. Furthermore, Ives anticipates a favorable policy environment, with ongoing geopolitical risks and tariff uncertainties expected to ease. He highlighted the White House's approval allowing Nvidia to resume its H20 AI chip sales to China as a 'key strategic positive.' Based on this, Ives expects the Trump administration to soften its stance on tariffs. Interestingly, Ives also explained that AI spending has a broad ripple effect across the sector, stating that for every $1 spent with Nvidia, an additional $8 to $10 is invested elsewhere in the tech ecosystem. Which Is the Best Tech Stock to Buy? We used the TipRanks Stock Comparison Tool to determine which stock among Ives' top picks is most favored by analysts. Investors should conduct thorough research before choosing to invest in any of these stocks. Currently, META, MSFT, and NVDA have earned Wall Street's Strong Buy consensus rating, with META offering the highest upside potential among them.
Business Upturn
21-07-2025
- Business
- Business Upturn
SEALSQ and WISeKey Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar
By GlobeNewswire Published on July 21, 2025, 10:00 IST Geneva, Switzerland, July 21, 2025 (GLOBE NEWSWIRE) — SEALSQ Corp (NASDAQ: LAES) ('SEALSQ' or 'Company'), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, and its parent company WISeKey International Holding Ltd ('WISeKey') (SIX: WIHN, NASDAQ: WKEY), today announced that a transformative initiative launched several years ago to establish a Cross-Border Deeptech Center of Excellence (the 'Center') for the 4th Industrial Revolution is now being formally activated, following the historic agreement between Spain and the United Kingdom on Gibraltar's post-Brexit border status. Strategically located near Gibraltar Airport, this innovative Center will act as a shared technological and industrial hub bridging La Línea de la Concepción (Spain) and Gibraltar (UK). It aims to provide a collaborative platform for companies working in advanced technologies including Artificial Intelligence, Quantum Computing, the Internet of Things, AI, Space, Cybersecurity, and Semiconductors, aiming to position the region as a global epicenter of innovation. The recent UK–EU agreement facilitates the free and secure movement of people and goods across the border, unlocking opportunity for the Company to realise the full potential of this ambitious project and enabling seamless cooperation between the two jurisdictions. Meetings held with the Gibraltar government and the Mayor of La Línea have resulted in unanimous support for the project. The Center is recognized as a mutually beneficial opportunity: Gibraltar-based companies will gain access to European Union technology legislation and platforms, while Spanish businesses located at the Center will benefit from cooperation with Gibraltar and potential partnerships with African innovation ecosystems, reinforcing the region's status as a tri-continental innovation gateway. First Milestone: Manufacturing Plant for Post-Quantum Communication Devices Under the cross-border framework, the first physical installation is planned to be a secure manufacturing facility in La Línea dedicated to producing post-quantum-ready communication devices. These devices are intended to form the foundation of a secure communications infrastructure designed to operate seamlessly with satellite constellations, providing quantum-resilient, end-to-end communications across industries. This facility is also expected to host the initial manufacturing operations for WISeKey's secure space communication platform. Production would begin as soon as the site becomes operational, establishing La Línea as a new hub for secure aerospace and telecommunications manufacturing. In parallel, SEALSQ has allocated a dedicated budget to develop its first post-quantum communication device manufacturing plant, confirming its commitment to secure, satellite-linked, next-generation technologies. This plant will produce devices that connect directly with satellite constellation, delivering resilient, quantum-secure data flows critical to sectors such as defense, logistics, healthcare, and energy. Additionally, WISeKey and SEALSQ have signed a memorandum of understanding with the regional port authority to implement Smart Container Technology, allowing maritime cargo containers, even in mid-sea transit, to connect directly with satellites. This will enable real-time, secure, blockchain-verifiable logistics tracking, bolstering supply chain transparency and resilience on a global scale. A Quantum Corridor for Europe's Digital Sovereignty The Center is a vital node in the expanding Post-Quantum Corridor, a high-tech European network being developed by SEALSQ and WISeKey to enable secure, quantum-resilient infrastructure from chip to satellite. This strategic corridor connects key technology hubs including: • La Línea de la Concepción• Gibraltar• Malaga Technology Park• Murcia – home of the QUANTIX Semiconductor Center• Aix-en-Provence – SEALSQ Semiconductor R&D Center and Operational Headquarters• Grenoble – IC'ALPS Advanced Chip Development Lab • Geneva – WISeKey and SEALSQ Global R&D and Cybersecurity Centers The Quantum Corridor will also integrate leading universities across the region to foster academic–industry collaboration and talent development. It will provide a dynamic environment for quantum, artificial intelligence, and cybersecurity companies to work together, co-developing the secure, intelligent technologies of the future, from next-generation encryption to space-based AI systems and quantum processors. In the coming weeks, SEALSQ will engage a leading international consulting firm to develop a comprehensive business and technology integration plan for the Cross-Border Center. This strategic study will guide the implementation of the project, from infrastructure to ecosystem development. It will be aligned with existing studies already underway in Gibraltar focused on shared prosperity, helping to shape a unified master plan for the successful and coordinated execution of the initiative on both sides of the border. Public and Private Funding Synergies The project will benefit from grants and allocation of funding available for this type of strategic activity, particularly those supporting innovation, digital infrastructure, and cross-border cooperation. This public support will be complemented by investment from the private sector on a pari passu basis, ensuring a balanced and sustainable funding model that drives both economic development and technological leadership. 'Think of the Center as an aircraft carrier for innovation,' said Carlos Moreira, CEO of SEALSQ. 'Companies can land, refuel with knowledge and infrastructure, and take off again stronger. Instead of each company reinventing the wheel, they plug into a common ecosystem, just like plugging into the electricity grid.' The Cross-Border Center of Excellence will serve as a launchpad for collaborative research, startup incubation, international joint ventures, and workforce training programs, aligned with the long-term strategies of the European Union, the United Kingdom, and key private-sector stakeholders. Further announcements regarding the Center's commissioning, founding partners, and investment roadmap will follow in the coming weeks. About SEALSQ: SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable. SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries. For more information on our Post-Quantum Semiconductors and security solutions, please visit Forward-Looking Statements This communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC. SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise. SEALSQ MoreiraChairman & CEOTel: +41 22 594 3000 [email protected] SEALSQ Investor Relations (US)The Equity Group CatiTel: +1 212 836-9611 [email protected] Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same. Ahmedabad Plane Crash GlobeNewswire provides press release distribution services globally, with substantial operations in North America and Europe.
Business Upturn
21-07-2025
- Business
- Business Upturn
WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar
By GlobeNewswire Published on July 21, 2025, 10:00 IST WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar Gibraltar/La Línea – July 21, 2025 – WISeKey International Holding Ltd ('WISeKey' or 'Company') (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, and its subsidiary, SEALSQ Corp (NASDAQ: LAES) ('SEALSQ'), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products today announced that a transformative initiative launched several years ago to establish a Cross-Border Deeptech Center of Excellence (the 'Center') for the 4th Industrial Revolution is now being formally activated, following the historic agreement between Spain and the United Kingdom on Gibraltar's post-Brexit border status. Strategically located near Gibraltar Airport, this innovative Center will act as a shared technological and industrial hub bridging La Línea de la Concepción (Spain) and Gibraltar (UK). It aims to provide a collaborative platform for companies working in advanced technologies including Artificial Intelligence, Quantum Computing, the Internet of Things, AI, Space, Cybersecurity, and Semiconductors, aiming to position the region as a global epicenter of innovation. The recent UK–EU agreement facilitates the free and secure movement of people and goods across the border, unlocking opportunity for the Company to realize the full potential of this ambitious project and enabling seamless cooperation between the two jurisdictions. Meetings held with the Gibraltar government and the Mayor of La Línea have resulted in unanimous support for the project. The Center is recognized as a mutually beneficial opportunity: Gibraltar-based companies will gain access to European Union technology legislation and platforms, while Spanish businesses located at the Center will benefit from cooperation with Gibraltar and potential partnerships with African innovation ecosystems, reinforcing the region's status as a tri-continental innovation gateway. First Milestone: Manufacturing Plant for Post-Quantum Communication Devices Under the cross-border framework, the first physical installation is planned to be a secure manufacturing facility in La Línea dedicated to producing post-quantum-ready communication devices. These devices are intended to form the foundation of a secure communications infrastructure designed to operate seamlessly with satellite constellations, providing quantum-resilient, end-to-end communications across industries. This facility is also expected to host the initial manufacturing operations for WISeKey's secure space communication platform. Production would begin as soon as the site becomes operational, establishing La Línea as a new hub for secure aerospace and telecommunications manufacturing. In parallel, SEALSQ has allocated a dedicated budget to develop its first post-quantum communication device manufacturing plant, confirming its commitment to secure, satellite-linked, next-generation technologies. This plant will produce devices that connect directly with satellite constellation, delivering resilient, quantum-secure data flows critical to sectors such as defense, logistics, healthcare, and energy. Additionally, WISeKey and SEALSQ have signed a memorandum of understanding with the regional port authority to implement Smart Container Technology, allowing maritime cargo containers, even in mid-sea transit, to connect directly with satellites. This will enable real-time, secure, blockchain-verifiable logistics tracking, bolstering supply chain transparency and resilience on a global scale. A Quantum Corridor for Europe's Digital Sovereignty The Center is a vital node in the expanding Post-Quantum Corridor, a high-tech European network being developed by SEALSQ and WISeKey to enable secure, quantum-resilient infrastructure from chip to satellite. This strategic corridor connects key technology hubs including: • La Línea de la Concepción• Gibraltar• Malaga Technology Park• Murcia – home of the QUANTIX Semiconductor Center• Aix-en-Provence – SEALSQ Semiconductor R&D Center and Operational Headquarters• Grenoble – IC'ALPS Advanced Chip Development Lab • Geneva – WISeKey and SEALSQ Global R&D and Cybersecurity Centers The Quantum Corridor will also integrate leading universities across the region to foster academic–industry collaboration and talent development. It will provide a dynamic environment for quantum, artificial intelligence, and cybersecurity companies to work together, co-developing the secure, intelligent technologies of the future, from next-generation encryption to space-based AI systems and quantum processors. In the coming weeks, SEALSQ will engage a leading international consulting firm to develop a comprehensive business and technology integration plan for the Cross-Border Center. This strategic study will guide the implementation of the project, from infrastructure to ecosystem development. It will be aligned with existing studies already underway in Gibraltar focused on shared prosperity, helping to shape a unified master plan for the successful and coordinated execution of the initiative on both sides of the border. Public and Private Funding Synergies The project will benefit from grants and allocation of funding available for this type of strategic activity, particularly those supporting innovation, digital infrastructure, and cross-border cooperation. This public support will be complemented by investment from the private sector on a pari passu basis, ensuring a balanced and sustainable funding model that drives both economic development and technological leadership. 'Think of the Center as an aircraft carrier for innovation,' said Carlos Moreira, CEO of WISeKey. 'Companies can land, refuel with knowledge and infrastructure, and take off again stronger. Instead of each company reinventing the wheel, they plug into a common ecosystem, just like plugging into the electricity grid.' The Cross-Border Center of Excellence will serve as a launchpad for collaborative research, startup incubation, international joint ventures, and workforce training programs, aligned with the long-term strategies of the European Union, the United Kingdom, and key private-sector stakeholders. Further announcements regarding the Center's commissioning, founding partners, and investment roadmap will follow in the coming weeks. About WISeKey WISeKey International Holding Ltd ('WISeKey', SIX: WIHN; Nasdaq: WKEY) is a global leader in cybersecurity, digital identity, and IoT solutions platform. It operates as a Swiss-based holding company through several operational subsidiaries, each dedicated to specific aspects of its technology portfolio. The subsidiaries include (i) SEALSQ Corp (Nasdaq: LAES), which focuses on semiconductors, PKI, and post-quantum technology products, (ii) WISeKey SA which specializes in RoT and PKI solutions for secure authentication and identification in IoT, Blockchain, and AI, (iii) WISeSat AG which focuses on space technology for secure satellite communication, specifically for IoT applications, (iv) Corp which focuses on trusted blockchain NFTs and operates the marketplace for secure NFT transactions, and (v) SEALCOIN AG which focuses on decentralized physical internet with DePIN technology and house the development of the SEALCOIN platform. Each subsidiary contributes to WISeKey's mission of securing the internet while focusing on their respective areas of research and expertise. Their technologies seamlessly integrate into the comprehensive WISeKey platform. WISeKey secures digital identity ecosystems for individuals and objects using Blockchain, AI, and IoT technologies. With over 1.6 billion microchips deployed across various IoT sectors, WISeKey plays a vital role in securing the Internet of Everything. The company's semiconductors generate valuable Big Data that, when analyzed with AI, enable predictive equipment failure prevention. Trusted by the OISTE/WISeKey cryptographic Root of Trust, WISeKey provides secure authentication and identification for IoT, Blockchain, and AI applications. The WISeKey Root of Trust ensures the integrity of online transactions between objects and people. For more information on WISeKey's strategic direction and its subsidiary companies, please visit Disclaimer This communication expressly or implicitly contains certain forward-looking statements concerning WISeKey International Holding Ltd and its business. Such statements involve certain known and unknown risks, uncertainties and other factors, which could cause the actual results, financial condition, performance or achievements of WISeKey International Holding Ltd to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. WISeKey International Holding Ltd is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise. This press release does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, and it does not constitute an offering prospectus within the meaning of the Swiss Financial Services Act ('FinSA'), the FinSa's predecessor legislation or advertising within the meaning of the FinSA. Investors must rely on their own evaluation of WISeKey and its securities, including the merits and risks involved. Nothing contained herein is, or shall be relied on as, a promise or representation as to the future performance of WISeKey. Press and Investor Contacts WISeKey International Holding LtdCompany Contact: Carlos MoreiraChairman & CEOTel: +41 22 594 3000 [email protected] WISeKey Investor Relations (US) The Equity Group CatiTel: +1 212 836-9611 [email protected] Disclaimer: The above press release comes to you under an arrangement with GlobeNewswire. Business Upturn takes no editorial responsibility for the same. Ahmedabad Plane Crash GlobeNewswire provides press release distribution services globally, with substantial operations in North America and Europe.
Time of India
10-07-2025
- Business
- Time of India
Apple to buy Perplexity, valued at $14 billion? Dan Ives says iPhone maker can't build its own AI
Apple may be running out of time to play catch-up in the artificial intelligence race, and according to one leading tech analyst, the company's last hope to win could be acquiring an AI startup, as per a report. Is Apple Falling Too Far Behind in the AI Race? Wedbush Securities analyst Dan Ives suggested that Apple should, but AI startup Perplexity, as the iPhone maker is incapable of producing its own AI in-house, as some of Apple's best AI talent has been recently poached by Meta, according to a Bloomberg report. Ives wrote in a note that 'Apple is at a highway rest stop on a bench watching this 4th Industrial Revolution race go by at 100 miles an hour,' as quoted in a Fortune report. ALSO READ: Inside the $10 million handbag: Why Jane Birkin's Hermès purse made auction history Could Acquiring Perplexity Be Apple's Best Move? He told Fortune that 'Apple is way too behind and does not have the AI technology to compete. The clock has struck 12, they need to acquire Perplexity or risk getting further behind,' as quoted in the report. Live Events His recommendation comes after the iPhone maker's latest WWDC, its annual event for showcasing new tech, which, according to Ives, 'was a snoozer,' as it barely mentioned AI, as per Fortune. However, he was more hopeful about the tech giant's AI prospects in January, even though he has mentioned that Apple was facing a 'fork in the road' year on the technology, according to Fortune. During that time, the analyst had pointed out Apple's key advantage in the AI arms race: its existing base of 1.5 billion iPhones and 2.3 billion iOS devices used by people around the world, as reported by Fortune. Even in Ives' most recent note, he pointed out that Apple still retained the advantage of its widespread devices and could eventually win the AI race but pointed out that its 'window is narrowing,' as quoted in the report. The analyst also emphasised that even if the tech giant has to pay almost double of what it is currently worth, it should acquire Perplexity, reported Fortune. The AI startup, which is reportedly worth $14 billion, has made strides among AI enthusiasts for citing links to articles and other information when its AI responds to queries, according to the report. The firm also recently launched Comet, an AI-based web browser for select subscribers, as part of its effort to compete with tech giants like Google and Microsoft, reported Fortune. ALSO READ: Google killer? Perplexity's Comet browser is blowing minds – features, free tools and why it might replace Chrome Can Apple Balance Privacy and Innovation? However, Tomasz Tunguz, the founder of Theory Ventures, a firm that invests in early-stage enterprise AI startups, pointed out that buying Perplexity would come with myriad privacy considerations for Apple, as reported by Fortune. The concern is crucial for the tech giant, as it is used to providing end-to-end encryption for products like iMessage and FaceTime and would need to find a solution for how Perplexity would run, either locally or on a secure cloud architecture, according to the report. Tunguz said, 'They would need to have a lot of confidence they could build an architecture from end to end that had that privacy component,' as quoted in the Fortune report. ALSO READ: AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move A Clash with Apple's Culture? Kevin Novak, founder and managing partner of early-stage AI investment firm Rackhouse Ventures, highlighted that it is unclear if a big acquisition would actually work for Apple, as the firm has tried to maintain the pro-building ethos of Steve Jobs for much of its history and has rarely acquired other companies, according to the report. Novak explained that, 'This would be challenging for any company, but especially given Apple's sort-of corporate ethos around perfectionism, may be especially challenging for Apple,' as quoted by Fortune. Could Perplexity Finally Make Siri Smart? However, Ives said that he believes Perplexity could be a natural fit for Apple and could especially help level up Siri to make it many people's most frequent exposure to AI, as reported by Fortune. He wrote that, 'If Apple acquires Perplexity, the combined forces of Cupertino with Perplexity would be a game changer on the AI front and rival ChatGPT given the scale and scope of Apple's ecosystem,' as quoted in the report. FAQs Why does Dan Ives think Apple should buy Perplexity? Because Apple is lagging in AI development and Ives believes buying Perplexity is the quickest way to catch up. Why can't Apple just build its own AI tools? According to Ives, Apple lacks the internal capabilities and has lost key AI talent to rivals like Meta.
Axios
10-07-2025
- Business
- Axios
AI is turning Apple into a market "loser"
Apple stock is down 15% this year, even as other big tech firms like Nvidia rally to new all-time highs. Worries about Apple's ability to compete on artificial intelligence, to weather tariff policy, and to outgrow competitors are piling up. Why it matters: Wall Street consensus is that the company is behind on artificial intelligence and running short on time to do something about it. What they're saying: Apple "needs the AI story because that's what's being rewarded in the market," Dave Mazza, chief executive officer of Roundhill Investments, tells Axios. "Until that changes, I think they're gonna be looked at…as a loser," he says. Catch up quick: Apple has a history of redefining itself, Mazza says. Just look at the journey from iPods to iPhones. But the company also takes its time on adoption historically, and has largely failed to deliver on its Apple Intelligence promises, disappointing investors at the latest Worldwide Developers Conference. "Apple is at a highway rest stop on a bench watching this 4th Industrial Revolution race go by at 100 miles an hour," writes Dan Ives, Wall Street's favorite tech bull, in a note to clients. The company is under pressure from a slew of headwinds, including tariff threats, executive departures and concerns about its pace of innovation. Axios reached out to Apple for comment and did not receive a response. What's next: The time has come and gone for Apple to win on AI on its own, according to Ives. It's time for an acquisition. "Apple needs to acquire Perplexity to significantly boost its AI platform," he writes. "If Apple has to pay ~$30 billion its a drop in the bucket relative to the monetization opportunity Apple can achieve on AI in our view." Reality check: Apple has plenty of income from other businesses while figuring out its AI strategy. Services, the fastest-growing part of the company's business, accounted for nearly a quarter of its revenue as of September 2024, according to FactSet. A weaker dollar will buoy Apple earnings, with nearly 60% of its revenue generated outside of the U.S. $80 billion cash on its balance sheet gives the company flexibility to weather the storm. The bottom line: Apple has 24 to 36 months before it has its own AOL moment, according to Brian Mulberry, client portfolio manager at Zacks Investment.
