Amdocs NASDAQ: DOX used a recent investor webinar to walk through how it is positioning itself to help telecommunications providers accelerate adoption of generative AI through a newly launched “agentic operating system,” called aOS, which the company introduced at Mobile World Congress in Barcelona. Matthew Smith, Amdocs’ head of investor relations, opened the session by stressing that the webina...
Amdocs NASDAQ: DOX used a recent investor webinar to walk through how it is positioning itself to help telecommunications providers accelerate adoption of generative AI through a newly launched “agentic operating system,” called aOS, which the company introduced at Mobile World Congress in Barcelona. Matthew Smith, Amdocs’ head of investor relations, opened the session by stressing that the webinar was intended to be educational rather than focused on financial guidance. Group President of Technology and Head of Strategy Anthony Goonetilleke led the main presentation alongside Pilar (head of global consulting) and Liliana (head of strategic partnerships), highlighting how Amdocs is combining software, services, and partner ecosystems around an “agentic” framework designed for telecom workflows. Get Amdocs alerts: Sign Up aOS positioning and “outcome-driven” focus Goonetilleke framed aOS as part of Amdocs’ longstanding emphasis on delivering measurable outcomes, rather than “just another technology project.” He described Amdocs as a company that develops “mission-critical” software for telecom operators, and said the complexity and volume of customer journeys, usage events, and billing events handled by telecom systems continue to rise as consumers connect more devices and services. In describing the broader generative AI market, Goonetilleke said enterprise adoption is “mandatory,” but that customer conversations are shifting from infrastructure investment toward clearer ROI and outcomes. He also emphasized that architecture, governance, organizational readiness, and data privacy have become critical milestones, often outpacing technology as the main constraint. Inside aOS: cognitive core, telco context, and openness Amdocs presented aOS as a layered approach built on its existing business support systems (BSS) and operational support systems (OSS), which remain “systems of record.” The company said it has added a new layer, the Cognitive Core, designed to bring tel...
Hong Kong stocks rebounded on Tuesday on signs of a de-escalation of the US-Israel war on Iran. The Hang Seng Index rose 1.2 per cent to 24,678.33 as of 9.42am local time. The Hang Seng Tech Index gained 0.3 per cent. On the mainland, the CSI 300 Index climbed 0.1 per cent and the Shanghai Composite Index retreated 0.4 per cent. Laopu Gold jumped 11 per cent to HK$619.50 and machine tool maker Tec...
Hong Kong stocks rebounded on Tuesday on signs of a de-escalation of the US-Israel war on Iran. The Hang Seng Index rose 1.2 per cent to 24,678.33 as of 9.42am local time. The Hang Seng Tech Index gained 0.3 per cent. On the mainland, the CSI 300 Index climbed 0.1 per cent and the Shanghai Composite Index retreated 0.4 per cent. Laopu Gold jumped 11 per cent to HK$619.50 and machine tool maker Techtronic Industries surged 9.4 per cent to HK$112.20. Alibaba Group Holding added 1.1 per cent to HK$121 and Tencent Holdings rose 1.4 per cent to HK$505.50. Advertisement US President Donald Trump said on Monday that he was withholding assaults on Iranian energy infrastructure for five days, citing “major points of agreement” with Iran. He said special envoys Steve Witkoff and Jared Kushner had held discussions on Sunday evening with a “top person” on the Iranian side, claiming both parties were keen to strike a deal and would talk again by phone. Two companies made their debut in Hong Kong. Zhejiang Galaxis Technology Group soared 81 per cent to HK$30.14 and Jiangsu New Vision Automotive Electronics rose 1.3 per cent to HK$44.76. Advertisement Other major Asian markets all edged higher. Japan’s Nikkei 225 climbed 0.9 per cent, while South Korea’s Kospi rose 1.5 per cent and Australia’s S&P/ASX200 added 0.4 per cent.
As China and the United States race to develop artificial intelligence (AI), geopolitical barriers are shaping how research, talent and capital flow across borders – or not – and how collaboration might emerge amid rising competition. Speaking in Hong Kong this month, three-time Silicon Valley cybersecurity founder John Whaley painted a picture of an industry that is global yet fragmented, as high...
As China and the United States race to develop artificial intelligence (AI), geopolitical barriers are shaping how research, talent and capital flow across borders – or not – and how collaboration might emerge amid rising competition. Speaking in Hong Kong this month, three-time Silicon Valley cybersecurity founder John Whaley painted a picture of an industry that is global yet fragmented, as high stakes push countries to protect sovereign capabilities and data. When asked about the global AI landscape led by the US and China, Whaley described the two as “largely disjointed” ecosystems. Advertisement “There is not any real way where, for example, US enterprise companies will directly spend billions of dollars on something from Chinese companies or vice versa,” he said on the sidelines of Jumpstarter, a start-up display and networking event organised by the Alibaba Entrepreneurs Fund. Alibaba owns the South China Morning Post. The US, Europe and China maintained their spheres of influence and did not necessarily “directly compete”, explained Whaley, whose Inception Studio organises intense retreats for select AI founders to workshop their business ideas and pitch to potential investors. Advertisement “On the commercial side, there are geopolitical barriers that prevent them from selling across,” he added. “Collaboration as well. It is not in both directions.”
Japan’s Finance Ministry is said to have made inquiries with market participants on possible intervention in the crude oil futures market, in an apparent attempt to ease pressure on the commodity and currency. Authorities have contacted major banks in Tokyo with oil trading operations to gather views on intervening in crude oil futures, according to market sources. Reuters reported the news earlie...
Japan’s Finance Ministry is said to have made inquiries with market participants on possible intervention in the crude oil futures market, in an apparent attempt to ease pressure on the commodity and currency. Authorities have contacted major banks in Tokyo with oil trading operations to gather views on intervening in crude oil futures, according to market sources. Reuters reported the news earlier, citing unidentified people. That comes as Finance Minister Satsuki Katayama said Tuesday that it was widely noted that speculative activity in crude oil futures is affecting the foreign exchange market. She added that the government was prepared to take “all possible measures at all times and on all fronts,” suggesting they may look beyond currencies to areas including oil futures. Earlier this month, the US administration discussed the possibility of intervening in oil futures to curb surging prices amid volatility driven by the Iran war, though Treasury Secretary Scott Bessent later denied such plans. The MOF’s latest outreach to market participants somewhat resembles a so-called “rate check,” a step authorities use to prepare for possible currency intervention. In a rate check, officials typically contact market participants to ask about dollar-yen pricing. Coordinated rate checks by Tokyo and Washington in January helped push the yen stronger to 152 per dollar from 159. The yen has moved largely in line with crude oil prices since tensions in the Middle East escalated. Following US and Israeli strikes on Iran, oil prices have soared, piling pressures on Japan’s economy, which is highly dependent on energy imports from the region.
NINGDE, China—Inside a headquarters shaped like a giant battery cell, the billionaire who runs the world’s largest battery company is confident the Americans will eventually come calling. Washington has spent the past few years ghosting Robin Zeng, China’s fourth-richest man. To the U.S. government, Chinese battery maker CATL is a geopolitical threat to be warded off with tariffs and national-secu...
NINGDE, China—Inside a headquarters shaped like a giant battery cell, the billionaire who runs the world’s largest battery company is confident the Americans will eventually come calling. Washington has spent the past few years ghosting Robin Zeng, China’s fourth-richest man. To the U.S. government, Chinese battery maker CATL is a geopolitical threat to be warded off with tariffs and national-security curbs.
Australian mining stocks gained the most in almost a year after President Donald Trump ’s decision to postpone attacks on Iran’s energy infrastructure. A sub-gauge of materials shares rose as much as 4.1%, the most since April 10, after a possible de-escalation in the Middle East supported prices of some metals. BHP Group Ltd. and Rio Tinto Ltd. each climbed around 4%, while copper producer Sandfi...
Australian mining stocks gained the most in almost a year after President Donald Trump ’s decision to postpone attacks on Iran’s energy infrastructure. A sub-gauge of materials shares rose as much as 4.1%, the most since April 10, after a possible de-escalation in the Middle East supported prices of some metals. BHP Group Ltd. and Rio Tinto Ltd. each climbed around 4%, while copper producer Sandfire Resources Ltd. surged 11%. The nation’s miners have dropped since the Iran war broke out on fears that the conflict would dent global growth. On Monday, Trump’s comments boosted copper, which is viewed as a bellwether for the world economy, while gold reclaimed some recent losses. Still, investors’ hopes that Middle East tensions are abating remain fragile. US stock index futures fell after a report that US allies in the Persian Gulf are inching toward joining the fight against Iran, while Asian shares pared advances after an Iranian lawmaker ruled out negotiations with Washington. Copper and gold also traded weaker on Tuesday.
With the Conservatives, Reform UK and some Labour MPs calling for new drilling for oil and gas to be authorised in the North Sea, the Energy Secretary Ed Miliband told a meeting of Labour backbenchers last night: "Anyone who tells you that new licences in the North Sea will make any difference to price is not telling you the truth. Because gas is bought and sold on the international market and the...
With the Conservatives, Reform UK and some Labour MPs calling for new drilling for oil and gas to be authorised in the North Sea, the Energy Secretary Ed Miliband told a meeting of Labour backbenchers last night: "Anyone who tells you that new licences in the North Sea will make any difference to price is not telling you the truth. Because gas is bought and sold on the international market and the price is set there."
Jensen Huang, the CEO of Nvidia (NVDA +1.80%), has been talking a lot about agentic artificial intelligence (AI) in recent weeks. He's right to do so, as agentic AI represents the next leap in AI technology. No matter how advanced modern AI programs might seem when you interact with them, the way they function is, in essence, identical to how an ordinary computer program does. You input a prompt, ...
Jensen Huang, the CEO of Nvidia (NVDA +1.80%), has been talking a lot about agentic artificial intelligence (AI) in recent weeks. He's right to do so, as agentic AI represents the next leap in AI technology. No matter how advanced modern AI programs might seem when you interact with them, the way they function is, in essence, identical to how an ordinary computer program does. You input a prompt, and the AI outputs an answer to that prompt. It's functionally no different from using a word processor. You input key presses on your keyboard, and your computer outputs letters on your screen. However, with an agentic AI program, you could give it general instructions and have it interact with the internet on your behalf. While the technology is still in its infancy, Google's parent company, Alphabet (GOOG +0.06%)(GOOGL +0.35%), has already emerged as an early leader in it. Somewhere, beyond the sea Subscribers to Google's $250/month AI ultra plan get access to Project Mariner, the company's experimental AI agent. Project Mariner is fully integrated into Chrome and can interact with websites on behalf of its human supervisor through it. For example, Project Mariner can purchase your tickets to a sporting event or concert, or even buy groceries for you online. It still can't interact with the physical world on your behalf, it can't even interact with the internet outside of one browser, but it is far closer to what many of us likely imagined when AI programs first started coming onto the scene in 2022. There are competitors, of course, both OpenAI and Anthropic offer Operator and Computer Use, respectively. But I think it's Alphabet that has the most potential for a few reasons. Google, Google that for me I'll start with Alphabet's edge over OpenAI and Anthropic. Neither of them has turned a profit yet. Now, both companies have plans to achieve profitability, and Anthropic is far closer to achieving it with a stated goal of 2027 to 2028, but neither one will rival Alphabet...
Key Points Alphabet already controls 21% of the enterprise LLM market with Google Gemini. It offers Project Mariner, an experimental AI agent, to its high-paying customers. It has unique advantages in terms of resources and hardware over startup competitors like OpenAI and Anthropic. 10 stocks we like better than Alphabet › Jensen Huang, the CEO of Nvidia (NASDAQ: NVDA), has been talking a lot abo...
Key Points Alphabet already controls 21% of the enterprise LLM market with Google Gemini. It offers Project Mariner, an experimental AI agent, to its high-paying customers. It has unique advantages in terms of resources and hardware over startup competitors like OpenAI and Anthropic. 10 stocks we like better than Alphabet › Jensen Huang, the CEO of Nvidia (NASDAQ: NVDA), has been talking a lot about agentic artificial intelligence (AI) in recent weeks. He's right to do so, as agentic AI represents the next leap in AI technology. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » No matter how advanced modern AI programs might seem when you interact with them, the way they function is, in essence, identical to how an ordinary computer program does. You input a prompt, and the AI outputs an answer to that prompt. It's functionally no different from using a word processor. You input key presses on your keyboard, and your computer outputs letters on your screen. However, with an agentic AI program, you could give it general instructions and have it interact with the internet on your behalf. While the technology is still in its infancy, Google's parent company, Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), has already emerged as an early leader in it. Somewhere, beyond the sea Subscribers to Google's $250/month AI ultra plan get access to Project Mariner, the company's experimental AI agent. Project Mariner is fully integrated into Chrome and can interact with websites on behalf of its human supervisor through it. For example, Project Mariner can purchase your tickets to a sporting event or concert, or even buy groceries for you online. It still can't interact with the physical world on your behalf, it can't even interact with the internet outside of one browser, but it is far closer to what many of us likely i...
Shares of Camping World Holdings (CWH +13.38%) jumped on Monday, following news of peace talks between the U.S. and Iran. By the close of trading, Camping World's stock price was up over 13%. Progress toward peace As the world's largest seller of recreational vehicles (RVs), Camping World is heavily exposed to fuel costs. Surging gasoline and diesel prices make people think twice about ponying up ...
Shares of Camping World Holdings (CWH +13.38%) jumped on Monday, following news of peace talks between the U.S. and Iran. By the close of trading, Camping World's stock price was up over 13%. Progress toward peace As the world's largest seller of recreational vehicles (RVs), Camping World is heavily exposed to fuel costs. Surging gasoline and diesel prices make people think twice about ponying up for a new RV. Higher fuel costs can also force existing RV owners to scale back on the mileage they put on their vehicles, thereby reducing demand for Camping World's maintenance services. Unsurprisingly, the travel stock has come under pressure as oil prices have soared amid rising tensions in the Middle East. Expand NYSE : CWH Camping World Today's Change ( 13.38 %) $ 0.82 Current Price $ 6.95 Key Data Points Market Cap $389M Day's Range $ 6.36 - $ 7.05 52wk Range $ 5.70 - $ 19.64 Volume 5.5M Avg Vol 2.9M Gross Margin 27.98 % Dividend Yield 6.12 % Today, however, was a nice reprieve from the recent downturn. Oil prices pulled back sharply after President Trump said the U.S. and Iran held "productive conversations regarding a complete and total resolution of our hostilities in the Middle East." Camping World's share price, in turn, rose sharply. Diesel prices could fall further The Trump Administration has additional plans to lower fuel costs. During an interview with CNBC, Energy Secretary Chris Wright said the U.S. would take actions to bring more diesel fuel to the market "before too long." Larger RVs often run on diesel, so lower fuel prices could boost Camping World's sales.
Key Points A possible ceasefire in the Middle East drove a rebound in travel-related stocks. Forthcoming diesel supply could drive further gains. 10 stocks we like better than Camping World › Shares of Camping World Holdings (NYSE: CWH) jumped on Monday, following news of peace talks between the U.S. and Iran. By the close of trading, Camping World's stock price was up over 13%. Will AI create the...
Key Points A possible ceasefire in the Middle East drove a rebound in travel-related stocks. Forthcoming diesel supply could drive further gains. 10 stocks we like better than Camping World › Shares of Camping World Holdings (NYSE: CWH) jumped on Monday, following news of peace talks between the U.S. and Iran. By the close of trading, Camping World's stock price was up over 13%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Progress toward peace As the world's largest seller of recreational vehicles (RVs), Camping World is heavily exposed to fuel costs. Surging gasoline and diesel prices make people think twice about ponying up for a new RV. Higher fuel costs can also force existing RV owners to scale back on the mileage they put on their vehicles, thereby reducing demand for Camping World's maintenance services. Unsurprisingly, the travel stock has come under pressure as oil prices have soared amid rising tensions in the Middle East. Today, however, was a nice reprieve from the recent downturn. Oil prices pulled back sharply after President Trump said the U.S. and Iran held "productive conversations regarding a complete and total resolution of our hostilities in the Middle East." Camping World's share price, in turn, rose sharply. Diesel prices could fall further The Trump Administration has additional plans to lower fuel costs. During an interview with CNBC, Energy Secretary Chris Wright said the U.S. would take actions to bring more diesel fuel to the market "before too long." Larger RVs often run on diesel, so lower fuel prices could boost Camping World's sales. Should you buy stock in Camping World right now? Before you buy stock in Camping World, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ...