Core Viewpoint - Dell Technologies forecasts that its AI server revenue will double by fiscal 2027, reflecting a significant increase in demand for AI infrastructure [1] Group 1: Financial Performance - Dell's AI server revenue is expected to grow by 103% to approximately $50 billion in fiscal 2027 [1] - The company plans to increase cash dividends by 20% and initiate a $10 billion share repurchase program [1] - Dell's shares rose 11% in premarket trading, reaching $135.17, the highest level in over two months [1] Group 2: Market Position and Competition - Dell is positioned as a leader in AI compute for Tier 2 Cloud and Enterprises, which enhances its ability to manage operating margins and earnings [1] - Competitors like HP and Lenovo are struggling with market share, particularly in the context of rising memory chip costs [1] - Dell's shares have significantly outperformed those of HP and Lenovo over the past year [1] Group 3: Industry Trends - The data center equipment sector is expected to see at least $630 billion in spending this year, driven by the rapid expansion of AI [1] - Market researcher TrendForce has revised its first-quarter 2026 Dynamic Random Access Memory price growth rate to between 90% and 95% [1]

But when pressed on financial performance, CFO Vaibhav Taneja acknowledged the program is not yet measurable: "Given that we're still in the early phase of our fleet deployment, are still doing a lot of validation testing. The revenue and cost per mile metrics are not meaningful to discuss at the moment.†Tesla also confirmed that robotaxi business-related costs, "while not material, are also included within this [Services and other] segment.†The Regulatory Reality Tesla's (NASDAQ: TSLA | TSLA Price Pred ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Rolls-Royce ( RYCEF , RYCEY ) posted its full-year earnings, which included an upgrade to the company’s growth expectations. Since my last report, the stock price has increased 4.6%, once again outperforming theDhierin-Perkash Bechai is an aerospac ...

RYE, N.Y.--(BUSINESS WIRE)--Acadia Realty Trust (NYSE:AKR) ("Acadia†or the "Company†) today announced that the Company will participate and present at the Citi 2026 Global Property CEO Conference, which will be held on March 1, 2026 – March 4, 2026, in Hollywood, FL. Kenneth F. Bernstein, Acadia's President and Chief Executive Officer, is scheduled to make a company presentation on Monday, March 2, 2026 at 5:00 p.m. ET. Acadia will also host individual meetings with investors during the confer. ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--In the Operating Data table, the ESA Party Screens at Period End as of January 1, 2026, should read: 9,314 (instead of 1,371) for release issued February 26, 2026. The updated release reads: NATIONAL CINEMEDIA, INC. REPORTS RESULTS FOR FISCAL FOURTH QUARTER AND FULL YEAR 2025 Â Fourth quarter operating income increases year-over-year and fourth quarter adjusted OIBDA exceeds guidance Fourth quarter revenue growth of 8% outpaced attendance as NCM attracted grea. ...

Equity Research Analyst at DM Martins Research.I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be found on TipRanks, where I contribute regularly, and on TheStreet, where I was a frequent contributor in the past.- Disclaimer: All views expressed here are my own and do not necessarily reflect the views or official positions of DM Martins Research. My articles and analyses are for educational a ...

Core Insights - The tech entrepreneur emphasizes the necessity for companies to adopt flatter organizational structures and reduce employee counts to succeed in the AI-driven landscape [1] Group 1 - Companies are encouraged to implement flatter structures to enhance agility and responsiveness in the AI era [1] - A reduction in the number of employees is suggested as a strategy for companies to thrive amidst technological advancements [1]

Core Viewpoint - Diamondback Energy is highlighted as a strong investment opportunity in the U.S. oil sector, characterized by effective execution, solid asset base, and attractive valuation despite market weaknesses [1]. Group 1: Company Overview - Diamondback Energy (FANG) is recognized for its robust operational performance and valuable assets, making it a compelling choice for investors in the oil industry [1]. Group 2: Analyst Background - The analyst has over a decade of experience in researching various sectors, including commodities and technology, which enhances the credibility of the insights provided [1]. - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a commitment to delivering in-depth company research [1]. Group 3: Investment Focus - The analyst expresses a preference for covering metals and mining stocks but is also knowledgeable in other sectors such as consumer discretionary, REITs, and utilities [1].

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Group 1: Company Actions - eBay is cutting 800 jobs, which represents 6% of its workforce, totaling approximately 12,300 employees as of December 31, 2025 [1] - The company recently acquired Depop, a Gen Z fashion app, for $1.2 billion in cash, aiming to enhance its reach among younger consumers [5][6] - eBay is aligning its structure with strategic priorities, which has led to the layoffs across its workforce [2] Group 2: Legal and Settlement Issues - eBay settled a civil lawsuit involving former executives who allegedly engaged in harassment against reporters, with the settlement amount undisclosed [4] - This lawsuit follows previous criminal sentences for former eBay executives in 2022 related to similar misconduct [4] Group 3: Market Position and Growth - Fashion accounts for over $10 billion in annual gross merchandise volume (GMV) for eBay, with a reported 10% year-over-year GMV growth in the U.S. for 2025 [7] - The acquisition of Depop is seen as an opportunity to advance eBay's presence in the fashion category and to target a younger demographic in the recommerce market [7]