Seagate Technology Holdings PLC Earnings Preview: A Look into the FutureSeagate Technology Holdings PLC (NASDAQ:STX) is a leading figure in the data storage industry, renowned for its hard disk drives and storage solutions. As the company gears up to unveil its quarterly earnings on January 27, 2026, after the market closes, Wall Street analysts have set the earnings per share (EPS) expectation at $2.78 and anticipate revenue to be around $2.73 billion. This announcement is eagerly awaited, considering the ...

Group 1 - The Company, Archimedes Tech SPAC Partners III Co., successfully closed its upsized initial public offering of 27,600,000 units, generating gross proceeds of $276,000,000 at a price of $10.00 per unit [1] - The units began trading on Nasdaq under the ticker symbol "ARCIU" on January 23, 2026, with each unit consisting of one ordinary share and one-fourth of a redeemable warrant [2] - The Company is a special purpose acquisition company (SPAC) focused on pursuing business combinations primarily in the technology sector, particularly in artificial intelligence, cloud services, and automotive technology [6] Group 2 - BTIG, LLC acted as the sole book-running manager for the offering, with legal counsel provided by Loeb & Loeb LLP and Walkers (Cayman) LLP for the Company, and White & Case LLP for the underwriters [3] - The offering was conducted under a prospectus, with registration statements declared effective by the U.S. Securities and Exchange Commission on January 22, 2026 [4] - The Company intends to utilize the net proceeds from the offering for its search for an initial business combination, although specific uses are not guaranteed [7]

Company Overview - Archimedes Tech SPAC Partners III Co. is a special purpose acquisition company (SPAC) formed in the Cayman Islands, focusing on mergers and acquisitions in the technology sector, particularly in artificial intelligence, cloud services, and automotive technology [5]. Initial Public Offering (IPO) Details - The company announced an upsized initial public offering of 24,000,000 units at a price of $10.00 per unit, resulting in total gross proceeds of $240 million [1]. - Each unit consists of one ordinary share and one-fourth of a redeemable warrant, with each whole warrant allowing the purchase of one ordinary share at $11.50 [1]. - The units are expected to trade on Nasdaq under the ticker symbol "ARCIU" starting January 23, 2026, with ordinary shares and warrants trading under "ARCI" and "ARCIW," respectively, once separated [1]. Underwriting and Legal Counsel - BTIG, LLC is acting as the sole book-running manager for the offering, while Loeb & Loeb LLP and Walkers (Cayman) LLP are serving as legal counsel to the company, and White & Case LLP is legal counsel to the underwriters [2]. Additional Offering Information - The company has granted the underwriter a 45-day option to purchase up to an additional 3,600,000 units at the initial public offering price to cover over-allotments [2]. - The offering is expected to close on January 26, 2026, subject to customary closing conditions [2]. Regulatory Compliance - A registration statement for the securities sold in the IPO was declared effective by the U.S. Securities and Exchange Commission (SEC) on January 22, 2026, and the offering is being made only by means of a prospectus [3].

Core Insights - CoreWeave, Inc. (CRWV) is experiencing significant growth in its revenue backlog, driven by strong demand for its AI-focused cloud platform in a supply-constrained environment [1][2] - The company has secured long-term, take-or-pay contracts, enhancing revenue visibility and customer commitment [1][2] Revenue Backlog Growth - As of the last reported quarter, CRWV's revenue backlog reached $55.6 billion, nearly doubling sequentially, with over $25 billion added in the third quarter alone [2][9] - Major contracts with clients such as OpenAI and Meta contributed to this growth, reflecting large-scale contract execution [2][9] - CRWV achieved $50 billion in remaining performance obligations (RPO) faster than any cloud provider in history, indicating strong customer confidence [2] Backlog Quality and Customer Diversification - The quality of the backlog has improved, with no single customer accounting for more than approximately 35% of total backlog, down from about 85% at the beginning of the year [3] - Over 60% of the backlog is tied to investment-grade customers, reinforcing the durability and credit quality of contracted demand [3] Capacity Expansion Strategy - CoreWeave's backlog growth is linked to its aggressive capacity expansion strategy, increasing its active power footprint to approximately 590 megawatts and contracted power capacity to 2.9 gigawatts [4] - More than 1 gigawatt of additional capacity is expected to come online in the next 12 to 24 months, positioning the company to convert backlog into revenue [4] Impact of Third-Party Delays - Despite temporary delays from a third-party data center provider, CoreWeave maintains that these issues do not affect the total value of customer contracts, with adjusted delivery schedules agreed upon by affected customers [5] Future Capital Expenditure - Driven by strong backlog growth, CoreWeave anticipates that its capital expenditure for 2026 will be more than double that of 2025, supporting continued hypergrowth and competitive advantages [6] Competitor Backlogs - Amazon's AWS backlog reached $200 billion, reflecting strong long-term customer commitments and accelerating demand for its infrastructure [7] - Microsoft's backlog reached approximately $392 billion, a 51% year-over-year increase, driven by demand for its cloud and AI services [8]

Core Insights - Digital Realty (DLR) is set to enhance its portfolio by acquiring CSF Advisers, which owns the TelcoHub 1 data center in Cyberjaya, Malaysia, a key data center hub in the Greater Kuala Lumpur area [1][6]. Group 1: Acquisition Details - TelcoHub 1 is recognized as Malaysia's largest dark fiber interconnected hub, featuring over 6,000 crores of regional and long-haul fiber, and operates with a capacity of 1.5 megawatts [2]. - DLR plans to acquire adjacent land that can support an additional 14 megawatts of IT load, facilitating future capacity expansion [2][8]. - The acquisition is expected to be finalized in the first half of 2026, pending customary closing conditions, with over 40 skilled professionals joining DLR to support CSF's customer base [4]. Group 2: Strategic Integration and Market Outlook - DLR intends to integrate the Malaysian campus into its global data center platform, PlatformDIGITAL, and will introduce its interconnection solution, ServiceFabric, to enhance customer infrastructure deployment [3]. - The Malaysian digital infrastructure market is projected to grow significantly, with data center capacity expected to increase from 1.26 gigawatts in 2025 to 2.53 gigawatts by 2030, driven by rising demand for cloud services and supportive government policies [5]. - DLR's expansion into Malaysia complements its existing Southeast Asia operations in Singapore and Jakarta, reinforcing its long-term investment strategy in the region [6]. Group 3: Financial Performance and Analyst Sentiment - DLR's shares have increased by 6.6% over the past month, outperforming the industry growth of 4.8% [6]. - Analysts have raised the Zacks Consensus Estimate for DLR's 2025 FFO per share by 1.9% to $7.35 and for 2026 by 2.2% to $7.91 [7].

Group 1: Commodity Market - Gold prices have surged to a historic high of $4,700 per ounce, driven by a flight to safety amid global uncertainties, with a notable increase of more than 1% on Monday following new tariffs announced by President Trump [3][7]. Group 2: Telecommunications Sector - CK Hutchison is reportedly in discussions to divest its Irish mobile operations to Liberty Global, which could lead to significant consolidation in the Irish telecommunications market [4][7]. Group 3: Technology Sector - ByteDance is intensifying competition with Alibaba in the AI cloud market, with its Volcano Engine holding a 14.8% market share compared to Alibaba Cloud's 35.8%, indicating a growing battle for dominance in this sector [5][7]. - Analyst firms have adjusted price targets for major tech companies, with TD Cowen lowering Microsoft's target from $655 to $625 and Baird increasing Alphabet's target from $310 to $350, reflecting changing expectations for these firms [7][8]. Group 4: Political and Economic Developments - Former President Trump announced a substantial 200% tariff on French wine and champagne, which may escalate trade tensions, and highlighted the importance of Greenland in upcoming discussions at the Davos summit [6][7].

Key Points Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market cap for the first time in 2025. 10 stocks we like better than Microsoft › Software giants Microsoft (NASDAQ: MSFT) and Oracle (NYSE: ORCL) are also major players in the era of artificial intelligence (AI). Both companies are aggressively building toward an AI-native future and showing gre ...

Core Viewpoint - Unisys Corporation is viewed as an attractive investment opportunity with a compelling risk-reward profile, supported by optimistic EBITDA projections for the coming years [1][3]. Financial Performance - In Q3 2025, Unisys reported a significant net loss of $309 million, which included a one-time, non-cash pension expense of $228 million [3]. - Quarterly revenue declined by 7.4% year-over-year, attributed to light license and support renewals and a broader market pause in IT project spending [3]. - Despite the revenue decline, management remains confident in achieving profitability targets and is on track to meet or exceed the midpoint of its improved non-GAAP operating profit margin guidance of 8% to 9% [4]. Strategic Initiatives - Unisys is undergoing a strategic pivot to reinvent itself as a next-generation IT solutions provider, focusing on higher-value solutions and expanding into the midmarket [2]. - The company aims to improve revenue quality and margin expansion by leveraging its legacy in mission-critical infrastructure alongside new capabilities in AI and advanced cloud services [2]. Revenue Expectations - Unisys has raised its revenue expectations for the License and Support/LNS business to $430 million, which is $40 million above original projections, driven by a 15% year-over-year increase in Total Contract Value (TCV) [4].

Amazon and Microsoft are intensifying their India push with a combined $52 billion in fresh investment, underscoring the country’s rising status as a key growth market for artificial intelligence, cloud services and online retail https://t.co/7p9tWpPsyo ...

Core Insights - Microsoft's long-term trading history indicates a recurring seasonal pattern, particularly strong in January, which may present investment opportunities ahead of January 2026 [1][5] - The stock has shown an average return of 4.3% in January over nearly four decades, with positive performance in 66% of those periods [3][4] - January is highlighted as the month with the strongest combination of frequency and magnitude of gains compared to other months like March, April, and October [4] Financial Performance - In the most recent quarter, Microsoft reported $76.4 billion in revenue, reflecting an 18% year-over-year increase, and net income of $27.2 billion, with diluted earnings per share at $3.65, a 24% annual increase [6] - Growth was primarily driven by cloud and AI operations, indicating strong fundamentals supporting the stock's potential for continued rally [5][6] Strategic Developments - Microsoft has introduced expanded Copilot capabilities and new AI tools across Microsoft 365 and Azure, enhancing its monetization of AI [7] - The company is investing billions to expand global AI and cloud capacity, with large-scale data-center developments in regions like India and Canada set to come online through 2025-2026 [7][9] - As these facilities become operational, Microsoft is expected to handle higher AI and cloud workloads, supporting stronger demand for Azure and reinforcing long-term revenue visibility [9]