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Dell Technologies Stock Surges 23% Year to Date: How to Play
ZACKS· 2025-08-14 01:21
股价表现与行业对比 - 戴尔科技(DELL)年内股价上涨23%,跑赢Zacks计算机与科技板块14.6%的涨幅,同期Zacks计算机-微型计算机行业下跌7.6% [1] - 股价表现优异归因于产品组合扩展和丰富的合作伙伴基础 [1] AI业务增长 - AI服务器需求强劲推动增长,主要受数字化转型和生成式AI应用兴趣提升驱动 [2] - 2026财年Q1创下121亿美元订单记录,积压订单达144亿美元,2025年AI相关收入预计超150亿美元 [3] - 新推出的AI数据平台升级包含非结构化数据引擎和GPU加速功能,提升文本/图像检索效率 [6][7] - 搭载NVIDIA RTX PRO 6000 Blackwell GPU的PowerEdge服务器使AI工作负载更快更经济 [8] 客户与合作伙伴网络 - 合作伙伴包括劳氏公司、NVIDIA、微软、Meta等知名企业 [9] - 与劳氏公司合作部署1700多家门店的AI解决方案,优化库存管理和门店服务 [11] 财务指引 - 2026财年Q2收入指引28.5-29.5亿美元(中值29亿),同比增长16%,Zacks共识预期29.23亿美元(增16.78%) [12] - 非GAAP每股收益预期2.25美元(±0.1美元),中值增长15%,Zacks共识预期2.28美元(增20.63%) [13] 估值水平 - 价值评分B级,远期12个月市销率0.89X,显著低于计算机与科技板块6.83X的平均水平 [14][15] 竞争压力 - 面临惠普(服务器业务Q2收入40.6亿美元增6%)和超微电脑的激烈竞争 [17][18] - 2026财年Q1毛利率同比下降80个基点至21.6%,消费PC市场促销活动加剧利润率压力 [20]
APLD vs. VRT: Which Digital Infrastructure Stock Has More Upside Now?
ZACKS· 2025-08-14 00:56
Key Takeaways A 15-year, $7B CoreWeave contract anchors APLD's expansion with 250MW capacity at its North Dakota site.VRT's buyout of Great Lakes and partnerships with CoreWeave and Oklo enhance its AI data center offerings.Global data center capex is projected to witness a 21% CAGR through 2029, benefiting both APLD and VRT.Applied Digital (APLD) and Vertiv Holdings (VRT) operate at the core of the digital infrastructure build-out, serving the surging demand for data center capacity fueled by AI, cloud com ...
Jabil Skyrockets 119.6% in a Year: Should You Buy the Stock?
ZACKS· 2025-08-14 00:56
Key Takeaways Jabil stock has jumped 119.6% in a year, driven by solid momentum in AI data center vertical.Collaboration with Endeavour and acquisition of Mikros boosts Jabils prospects in the data center vertical.2025 EPS estimates rose 4.45% to $9.39, reflecting strong investor confidence in JBL.Jabil, Inc. (JBL) has gained 119.6% in the past year compared with the Electronic Manufacturing Services industry’s growth of 136.7%. It has underperformed the Zacks Computer & Technology sector but outperformed S ...
Intel Rises 7.9% in the Past Year: Should You Buy the Stock?
ZACKS· 2025-08-14 00:51
Key Takeaways Intel shares rose 7.9% in a year, lagging the industry and AMD but topping Qualcomm.Xeon 6 processors see adoption in AI systems, including NVIDIAs DGX B300.Strategic divestitures aim to streamline operations and strengthen the balance sheet.Intel Corporation (INTC) has increased 7.9% over the past year compared with the industry’s growth of 48%. It has underperformed compared to the Zacks Computer & Technology sector and the S&P 500.Image Source: Zacks Investment ResearchThe company has also ...
Should Investors Hold or Fold Oracle Stock at a P/E Multiple of 36.7X?
ZACKS· 2025-08-14 00:51
Key Takeaways Oracle stock trades at 36.7x P/E, well above its 10-year average of 26.8x.ORCL's cloud infrastructure revenues surged 52% with growth expected to accelerate to 70%+ in fiscal 2026.High valuation leaves little room for error despite strong AI partnerships and cloud positioning.Oracle (ORCL) stands at a critical juncture as its stock trades at a price-to-earnings multiple of 36.7 times, significantly above its historical average of 26.8 times over the past decade, and the Zacks Computer-Software ...
CoreWeave's Q2 Loss Narrows Y/Y, Revenues Up, Stock Down
ZACKS· 2025-08-14 00:45
Key Takeaways CoreWeave Q2 loss per share was $0.60, improving from $1.62 a year earlier.Revenue hit $1.21B, up 207% year over year, beating Zacks estimates by 12.5%.Backlog grew 86% to $30.1B, driven by OpenAI expansion and hyperscaler deals.CoreWeave, Inc. (CRWV) reported a second-quarter 2025 loss per share of 60 cents compared with a loss of $1.62 in the year-ago quarter.Adjusted net loss for the quarter was $131 million compared with $5 million a year ago.The Zacks Consensus Estimate was pegged at a lo ...
MRVL vs. ALAB: Which AI-Connectivity Stock is a Better Buy?
ZACKS· 2025-08-14 00:41
Key Takeaways Marvell's AI-data center and optical interconnect growth fuel a strong revenue and earnings Astera Labs' PCIe 6.0 switches, AI partnerships, and R&D boost its data center connectivity YTD, ALAB shares rose 45.3% while MRVL fell 29.5%, with ALAB trading at a higher forward sales multiple.Marvell Technology (MRVL) and Astera Labs (ALAB) are two semiconductor giants that specialize in networking products and AI connectivity. While MRVL plays a key role in the custom silicon and data center connec ...
The Top Performing S&P 500 Stocks of 2025: Can Momentum Sustain?
ZACKS· 2025-08-14 00:31
Key Takeaways NEM, PLTR, and GEV reflect the top-performing S&P 500 stocks in 2025. Robust quarterly results have led the surge, which have stemmed from favorable operating environments. All three sport bullish near-term EPS outlooks thanks to the strong quarterly results. It’s been another great year for stocks so far, with the resilience notable given tariff-induced fears among other economic concerns.And leading the pack for the S&P 500 this year is none other than AI-favorite Palantir (PLTR) , energy ti ...
aiXcoder部署企业专属大模型,代码生成准确率提升至45%
凤凰网· 2025-08-14 00:13
凤凰网科技讯 8月13日,国内头部通信企业近日通过技术公司aiXcoder的定制化方案,落地企业专属大 模型,显著提升研发场景效能。该模型在代码生成准确率上实现25个百分点提升(达45%),企业知识 问答准确率提升18个百分点(达69%),突破通用模型缺乏私域知识导致的业务理解瓶颈。 方案形成的技术框架具备高度可复用性,支持企业根据业务需求快速迭代数据与模型,降低后续训练成 本。目前该实践已在金融、航天等领域形成行业解决方案。 此前该企业引入通用大模型辅助研发时,因缺失专有协议栈、设备交互逻辑等私域知识,出现问答答非 所问、代码可用性低等问题。aiXcoder通过四大技术路径实现深度优化:采用"大模型+小模型"协同策 略强化专业场景处理能力;构建全链路私域数据治理体系,打通研发环节知识关联;融入工作流与 Agent技术补齐端到端能力短板;利用AI生成高质量训练数据解决数据量瓶颈。 ...
DIAGNOS Announces Extension of Stock Warrants Exercise Period
Globenewswire· 2025-08-14 00:01
BROSSARD, Quebec, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Diagnos Inc. (“DIAGNOS” or the “Corporation”) (TSX Venture: ADK, OTCQB: DGNOF, FWB: 4D4A), a pioneer in early detection of critical health issues using advanced technology based on Artificial Intelligence (AI), announces that it intends to extend the exercise period of an aggregate of 1,414,286 stock warrants (each a “Warrant”) issued as part of a non-brokered private placement of units initially announced on February 27, 2024. The Warrants initial exercis ...