Key Takeaways Ciena will buy Nubis for $270M in cash, expanding its interconnect technology portfolio.Nubis adds optical and copper innovations to support high-speed, low-latency AI workloads.Ciena projects 17% revenue growth in fiscal 2026, led by interconnect and optical solutions.Ciena Corporation ((CIEN) recently inked a definitive agreement to acquire Nubis Communications, a privately held company based in New Providence, NJ. Valued at $270 million in an all-cash transaction, the acquisition strengthen ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...

Alphabet (GOOGL) shares reached a fresh 52-week high of $256 on Sept. 19, pushing the company's market capitalization higher. Google had hit the $3 trillion mark for the first time last week, fueled by easing regulatory headwinds, particularly a recent antitrust ruling that spared Google from divesting flagship assets such as Chrome and Android. Meanwhile, growth in its cloud business and the increasing traction of its artificial intelligence (AI) products, including the Gemini suite, are providing fresh t ...

Key Points Amazon is the market leader in cloud computing, and the business is still growing nicely. Microsoft's big edge is its preferred access to OpenAI's popular AI models. Alphabet's vertical integration could become a big advantage in the cloud computing market down the road. 10 stocks we like better than Amazon › Some of the best growth stocks in the market can be found in the cloud computing space. In simplest terms, cloud computing is the delivery of computing services over the internet. ...

British supermarket chain Asda has partnered Microsoft to expedite its move to a cloud-first operational model. Microsoft’s AI and machine learning technologies will support the cloud transition, with Microsoft Azure as the backbone of the retailer’s digital infrastructure. The move, described as one of the largest technology deals in the UK’s retail sector, builds on a commercial alliance dating back to 2022. It appoints Azure as the primary cloud provider of Asda and creates a joint investment fund ...

天眼查App显示，近日，深圳市坤强科技有限公司成立，法定代表人为张坤，注册资本500万人民币， 经营范围为集成电路设计；集成电路芯片及产品销售；集成电路销售；集成电路芯片及产品制造；智能 控制系统集成；物联网技术服务；电子产品销售；电子元器件制造；工业控制计算机及系统制造；国内 贸易代理；贸易经纪；销售代理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广； 数据处理服务；电子元器件批发；计算机及通讯设备租赁；大数据服务；人工智能行业应用系统集成服 务；人工智能理论与算法软件开发；人工智能公共服务平台技术咨询服务；云计算设备销售；租赁服务 （不含许可类租赁服务）；数据处理和存储支持服务；人工智能应用软件开发；信息系统集成服务；工 业互联网数据服务；人工智能通用应用系统；人工智能基础软件开发；信息系统运行维护服务；基于云 平台的业务外包服务；集成电路制造；计算机软硬件及外围设备制造。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）。 ...

Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach integrating top-down and bottom-up analysis [1] - The investment strategies include global macro, fundamental, and quantitative approaches [1] - The firm's core expertise focuses on disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

#Cloud100: The Next Generation Of Superstar Cloud CompaniesThese 20 startups are on track to be among the best private cloud companies, often by finding niche AI solutions for particular industries. https://t.co/ajFdkD9fdV (Illustration by Daniel Savage for Forbes) https://t.co/5CVhk4Q6qh ...

A side profile of Safra Catz speaking at an Oracle event by drserg via Shutterstock Oracle (ORCL) shares closed another more than 6% up on Sept. 22 after the artificial intelligence (AI) infrastructure firm named Clay Magouyrk and Mike Sicilia as its co-chief executives. Magouyrk and Sicilia will replace current CEO Safra Catz, who will now transition to the role of executive vice chair of the board, the company’s press release confirmed on Monday. More News from Barchart Including today’s gains, Oracl ...

Oracle shares are slightly higher today. Now, there's a lot going on. The company did announce the departure of CEO Saffra Katz.She'll be replaced by co-CEOs Clay McGu and Mike Sicilia. Cats will shift to executive vice chair of the board of directors. So, she's not leaving the company.And in the meantime, we're also getting more headlines on what the US Tik Tock sort of deal is going to look like, which will almost certainly involve Oracle, perhaps in a very large way. Here to talk more about all of this, ...