Core Insights - Asda has partnered with Microsoft to accelerate its transition to a cloud-first operational model, utilizing Microsoft Azure as the foundation of its digital infrastructure [1][2] - The partnership is one of the largest technology deals in the UK's retail sector and aims to enhance operational efficiencies and customer service through advanced analytics and AI tools [1][2][3] Group 1: Partnership Details - Microsoft Azure has been appointed as the primary cloud provider for Asda, and a joint investment fund will be established to integrate new technologies into Asda's core operations [2] - The collaboration is expected to drive efficiencies across Asda's business, enabling faster and more customized services for customers through tools like Azure Databricks and Microsoft Fabric [2][3] Group 2: Technological Advancements - The partnership allows Asda to quickly adopt next-generation cloud solutions, aligning service rollouts with evolving customer preferences [3] - AI tools, including Microsoft 365 Copilot, are already streamlining daily operations by automating routine tasks, which will enhance productivity and decision-making [3] Group 3: Employee Training and Safety Initiatives - Asda employees will benefit from Microsoft training programs, including the Digital Skills Initiative, to enhance their digital capabilities [4] - A trial of live facial recognition technology was initiated in early 2025 across five stores in Greater Manchester to improve safety amid rising retail crime [4] Group 4: Related Developments - Separately, online fashion retailer Asos has also entered a three-year partnership with Microsoft to strengthen data-driven decision-making and enhance its use of AI features integrated into Microsoft solutions [5]

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]

Industry Focus - The report highlights the next generation of superstar cloud companies [1] - These companies are often finding niche AI solutions for particular industries [1] Company Characteristics - The list includes 20 startups [1] - These startups are private cloud companies [1]

Core Insights - Oracle's shares rose over 6% on September 22 following the appointment of Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz who transitions to executive vice chair [1] - Year-to-date, Oracle's stock has increased nearly 175% from its low in late April [2] - The new co-CEOs bring complementary expertise, with Magouyrk focusing on cloud infrastructure and Sicilia on vertical applications and applied AI [3] - The timing of the leadership change is strategic as Oracle secures major deals, including a $300 billion agreement with OpenAI and involvement in TikTok's U.S. operations [4] - Options data indicates a bullish outlook for Oracle stock, with an implied trading range of $265 to $383 for December 19 expiration [5] - The recent executive changes and Oracle's role in AI workloads suggest that the upper end of the projected trading range is increasingly plausible [6] - Wall Street analysts maintain a bullish stance on Oracle shares [7]

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, ...

Oracle will continue to provide cloud services for a new U.S. version of TikTok, a White House official said Monday. ...

Let's turn to this leadership shakeup at Oracle today. The company naming two new CEOs. Clay McGor and Mike Cecilia.Sappercatz will serve as the executive vice chair. Stocks jumping today and up more than 90% as you might know for the year. Joining us this morning's head of tech research Ben Writes can talk about this along with some other topics too.Morning Ben, good to see you. Carl, great to be here. So we had a big discussion this morning about why now uh and does it sort of if Kat is trying to exit at ...

Core Insights - Oracle appointed Clay Magouyrk and Mike Sicilia as co-CEOs, succeeding Safra Catz, who significantly advanced the company's cloud strategy and market position during her tenure [1][4][9] - Catz will continue with Oracle as executive vice chair of the board, ensuring continuity in leadership [2][6] Company Performance - Oracle's shares have increased approximately 85% this year, driven by AI advancements, outperforming major competitors like Microsoft and Alphabet [3] - Under Catz's leadership, Oracle's stock surged over 586% during her 11 years as CEO, contributing to a market capitalization nearing one trillion dollars [5][9] Leadership Transition - The promotion of Magouyrk and Sicilia highlights the tech industry's focus on cloud computing, with significant investments being made in AI infrastructure [4] - Analysts believe that the new co-CEO structure will reinforce the importance of cloud and industry businesses as key growth drivers for Oracle [4] Strategic Initiatives - Oracle is involved in discussions to manage TikTok's operations in the U.S., with all user data being stored on Oracle's cloud infrastructure [6] - The company reaffirmed its financial forecast, expecting booked revenue from its Oracle Cloud Infrastructure to exceed half a trillion dollars [7] Major Contracts - Oracle signed a significant cloud deal with OpenAI, where the latter is projected to purchase $300 billion in computing power over five years [7] Compensation Structure - Magouyrk will receive stock options to purchase $250 million in Oracle shares, while Sicilia will receive options for $100 million [12]

Core Viewpoint - Seagate Technology Holdings plc (STX) has experienced significant stock growth, outperforming industry benchmarks, driven by increased demand for mass capacity storage solutions and expansion into the SSD market [1][8]. Group 1: Stock Performance - Seagate's stock has surged 153.4% over the past six months, significantly outperforming the Computer - Integrated Systems industry's growth of 36.1%, the Zacks Computer and Technology sector's increase of 30.6%, and the S&P 500's growth of 17.2% [1]. - In the last three months, the stock has risen by 66.2% [1]. Group 2: Growth Drivers - The company is benefiting from a rise in demand for mass capacity storage, with mass capacity revenues increasing by 40% year-over-year due to stronger nearline cloud demand and enterprise sales [3][8]. - Nearline drives accounted for 91% of total mass capacity exabytes shipped in the last reported quarter, indicating strong market demand [3][8]. - Seagate's expansion into the SSD market is a key growth area, as SSDs offer faster speeds and energy efficiency, making them suitable for mobile devices and data centers [6]. Group 3: Technology and Innovation - A significant growth catalyst for Seagate is the rollout of its HAMR technology, which enhances areal density and supports next-generation storage solutions [5]. - The successful ramp-up of HAMR-based Mozaic products has already qualified three major cloud customers, with more in progress [5]. Group 4: Financial Outlook - For the first quarter of fiscal 2026, Seagate anticipates revenues of $2.5 billion, reflecting a 15% year-over-year improvement, with expected non-GAAP earnings of $2.3 per share [10]. - The company projects non-GAAP operating margins to grow in the mid-high 20s percentage range of revenues [10]. Group 5: Challenges - Seagate faces challenges with high debt levels, reporting $891 million in cash and cash equivalents against $5 billion in long-term debt as of June 27, 2025 [11]. - The company also contends with stiff competition in the data storage industry and ongoing global macroeconomic issues [11].