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CSCO vs. DELL: Which AI Enterprise Infrastructure Stock is a Buy?
ZACKS· 2025-07-12 00:55
Key Takeaways DELL shipped $1.8B in AI servers in Q1 and holds a $14.4B backlog, reflecting robust enterprise demand. CSCO secured $1B in AI infrastructure orders early and deepened ties with NVIDIA to expand its AI portfolio. DELL's lower valuation and expanding cloud, storage and cyber-resilience offerings boost its investor appeal.Cisco Systems (CSCO) and Dell Technologies (DELL) are key providers of AI-powered enterprise infrastructure solutions. Cisco offers network infrastructure to power AI trainin ...
MAAS Announces Signing of Acquisition Framework Agreement
Globenewswire· 2025-07-11 20:30
CHENGDU, China, July 11, 2025 (GLOBE NEWSWIRE) -- Maase Inc. (NASDAQ: MAAS) (“MAAS” or the “Company”) today announced that it has signed a non-binding framework agreement with certain shareholders of Qingdao Youdian New Energy Technology Co., Ltd. ("Youdian") and Qingdao Huijulaixi Intelligent Technology Co., Ltd. ("LaiXi") to acquire 100% equity of Youdian and 49% equity of LaiXi. The transaction is expected to close in the third quarter of 2025, marking a pivotal step in MAAS’s strategic expansion into ne ...
ECARX Deepens Global Strategic Partnership with Samsung Group to Build Open Technology Ecosystem for Automotive Intelligence, Robotics, and AI Markets
Globenewswire· 2025-07-11 19:00
SHANGHAI, July 11, 2025 (GLOBE NEWSWIRE) -- ECARX Holdings Inc. (Nasdaq: ECX) (“ECARX” or the “Company”), a global mobility technology provider, today announced it has entered into a global strategic partnership with Samsung Group (“Samsung”), marking a new phase in their collaboration. This strengthened partnership will accelerate the commercialization of cutting-edge automotive intelligence technologies across automotive intelligence, terminal devices, and smart hardware, with the aim of building a sustai ...
Itron to Announce Second Quarter Results on July 31, 2025
Globenewswire· 2025-07-11 04:05
LIBERTY LAKE, Wash., July 10, 2025 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, announced today that it will release financial results for the quarter ended June 30, 2025 before market opens on Thursday, July 31, 2025. The company’s press release and financial statements will be available on the company’s website at https://investors.itron.com on July 31, 2025 at 8:30 a.m. EDT followed by the management conference call at 1 ...
NetApp (NTAP) Update / Briefing Transcript
2025-07-11 03:00
NetApp (NTAP) Update / Briefing July 10, 2025 02:00 PM ET Speaker0But thank you for joining today's tech talk with NetApp on intelligent data infrastructure for AI. I'm Jason Ader with William Blair. I'll be your host. I'm very pleased to introduce the team from NetApp. Andy Sayar, director of strategic alliances.I hope I pronounced that correctly, Andy. Russell Fishman, senior director of product management and Chris Newton, VP of investor relations. Before we get started, Chris will read a safe harbor sta ...
Leading AI Stock Clears Key Hurdle Ahead of Earnings: Time to Buy?
ZACKS· 2025-07-11 01:06
The artificial intelligence boom may be just getting started.Tech stocks have led the charge off the April lows as this bull market enters its next phase. Semiconductor stocks and related companies remain at the heart of the movement.Astera Labs has been a major beneficiary. The company designs and manufactures semiconductor-based connectivity solutions for cloud and AI infrastructure. Astera offers an intelligent connectivity platform and high-speed connectivity integrated circuits as well as modules, boar ...
Cisco Shares Trade Near 52-Week High: What's Next for CSCO Investors?
ZACKS· 2025-07-10 23:36
股价表现 - 思科系统(CSCO)股价周三收于69.27美元,略低于6月30日创下的52周高点69.78美元 [1] - 年初至今(YTD)股价上涨17%,表现优于Zacks计算机与科技板块(7%)及同行Extreme Networks(8.3%) [1] - 当前股价位于50日和200日移动均线上方,显示看涨趋势 [6] AI战略进展 - 2025财年已提前一个季度获得超10亿美元AI基础设施订单 [2] - 数据中心AI产品组合扩展包括统一Nexus仪表盘、智能数据包流、可配置AI POD及400G双向光模块 [3] - 与英伟达深化合作开发基于Spectrum-X以太网的AI就绪数据中心网络解决方案 [3][9] 安全业务增长 - 第三财季安全订单实现两位数增长,Secure Access、Hypershield和XDR需求强劲 [8] - 收购Snap Attack增强Splunk的安全能力 [8] - 5月推出Duo身份管理解决方案,6月发布混合网状防火墙和通用零信任网络访问(ZTNA)方案 [11][12] 财务指引 - 2025财年收入预期上调至565-567亿美元(原指引560-565亿) [13] - 非GAAP每股收益预期调高至3.77-3.79美元(原指引3.68-3.74美元) [13] - 市场共识预期收入565.9亿美元(同比增长5.18%),每股收益3.79美元(增长1.61%) [14] 估值水平 - 远期12个月市销率达4.65倍,高于行业平均4.54倍 [15] - 估值显著高于Extreme Networks(1.97倍市销率) [18]
Top Big Data Stocks for Savvy Investors on the Growing Analytics Trend
ZACKS· 2025-07-09 22:05
大数据与AI在金融行业的应用 - 大数据指每日从在线购物、传感器、社交媒体等来源产生的海量结构化和非结构化数据[1] - AI和机器学习算法取代人工计算,能快速处理分析大量数据以支持金融决策[2] - 银行和保险公司利用大数据和AI实现实时欺诈检测、虚假索赔识别,并通过社交媒体数据增强风控能力[3] 行业增长与市场前景 - 大数据技术推动金融行业效率和安全性的显著提升,并渗透至医疗、零售、制造业等领域[4] - 全球大数据市场规模预计2028年达4012亿美元[4] - 科技公司通过开发工具和基础设施抢占市场先机,例如NVIDIA的芯片和穆迪的风险分析平台[5] 领先企业技术布局 NVIDIA (NVDA) - Blackwell GPU架构可更快、更低成本地训练AI模型并运行复杂模拟[6] - GPU技术已应用于聊天机器人、自动驾驶等日常场景,成为大数据革命的核心[6] 穆迪公司 (MCO) - 通过收购扩展服务范围,推出智能风险平台(IRP)帮助保险公司快速分析财产风险[7] - 信用评级部门利用AI和自动化处理大量工作而无需增加人力[7] 戴尔科技 (DELL) - 转型为大数据基础设施供应商,2025年初AI服务器订单超120亿美元[9] - AI Factory整合智能计算机、存储设备,并与NVIDIA合作加速企业AI应用[10] HubSpot (HUBS) - 营销平台集成AI工具Copilot,支持销售团队自动化会议预约、客户问答等内容创作[11] - 通过收购客户反馈分析公司增强数据能力,提供按使用量付费的AI功能[12] 微软 (MSFT) - Azure云平台成为全球最大数据存储与分析服务商之一[13] - Copilot等智能助手依托大数据实现邮件撰写、代码生成等场景应用[14]
VERSES AI Inc. Announces Pricing of Public Offering of Units
Globenewswire· 2025-07-09 21:08
文章核心观点 VERSES AI Inc.宣布其公开发行定价,此次发行将为公司筹集资金以加强财务状况和支持运营,发行完成需满足市场和其他条件 [1][5] 发行情况 - 公司将公开发行1,007,764个单位,每个单位价格为6.946美元(9.50加元),总收益为7,000,331美元(9,573,758加元) [1] - 每个单位包含一股A类附属投票股和半份股票购买权证,每份完整权证可在发行日起36个月内以8.409美元(11.50加元)的价格购买一股股票 [1] - A.G.P. Canada Investments ULC担任发行的主承销商,A.G.P./Alliance Global Partners担任美国承销商 [2] 文件相关 - 公司已提交初步招股说明书补充文件,并打算提交最终招股说明书补充文件,这些文件将在加拿大各省和地区(魁北克除外)以及美国证券交易委员会备案 [3] - 基础货架招股说明书、初步招股说明书补充文件和最终招股说明书补充文件可在SEDAR+和EDGAR上获取,也可向承销商索取 [6][7] 发行条件 - 发行的完成取决于市场和其他惯常条件,包括获得所有必要的批准,如Cboe Canada Inc.的批准 [4] 资金用途 - 发行的净收益将加强公司的财务状况,为持续运营提供流动性,包括研发费用、营运资金和一般公司用途 [5] 公司简介 - VERSES是一家认知计算公司,致力于构建模仿自然智慧和天赋的下一代智能软件系统 [10] 联系方式 - 媒体和投资者关系咨询可联系首席财务官James Christodoulou,电话(212) 970 - 8889,邮箱IR@Verses.ai [11]
Element to Announce Q2 2025 Results and Host Conference Call on August 7, 2025
Globenewswire· 2025-07-09 21:00
公司信息 - 公司是全球最大的上市纯汽车车队管理公司 [1][3] - 公司为北美、澳大利亚和新西兰客户提供可持续智能出行解决方案 [3] - 公司服务涵盖车辆采购、维护、路线优化等多方面 [3] - 公司可帮助客户降低运营成本、提高效率和性能 [3] 财报与会议 - 公司将于2025年8月6日收盘后发布2025年第二季度财务业绩 [1] - 公司将于2025年8月7日上午8点(东部时间)举行财报电话会议和网络直播 [1][2] - 会议网络直播链接为https://www.elementfleet.com/secondquarter2025 [2] - 会议电话接入方式有加拿大/美国免费电话1 - 833 - 752 - 3331和国际电话 +1 - 647 - 846 - 2792 [2] - 会议录音可在2025年9月7日前通过拨打1 - 855 - 669 - 9658(加拿大/美国免费)或1 - 412 - 317 - 0088(国际收费)并输入访问码3828575获取 [2] 联系方式 - 公司高级副总裁兼财务绩效主管为Sumit Malhotra [3] - 联系电话为(437) 343 - 7723 [3] - 邮箱为smalhotra@elementcorp.com [3]