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What's Next For Juniper's Stock
Forbes· 2025-07-03 11:05
Core Viewpoint - The U.S. Department of Justice's settlement of its antitrust lawsuit against Juniper Networks removes a significant barrier to Hewlett-Packard Enterprise's $14 billion acquisition of Juniper, although final court approval and a public commentary phase are still pending, pushing the expected closure to Q3 2025 [2][3][4] Acquisition Details - The acquisition is part of HPE's strategy to enhance its AI-driven networking capabilities and compete more effectively with Cisco Systems, with the DOJ initially opposing the merger due to concerns over reduced competition [3] - Under the settlement, HPE will divest its Instant On wireless networking division and license Mist AIOps technology to competitors, which is a notable concession in tech mergers [3] Financial Implications - Juniper shareholders will receive $40 in cash per share upon merger completion, with current stock trading just below this value, limiting potential gains unless there are delays [4][7] - Analysts expect the merger to enhance HPE's earnings within the first year, driven by synergies from scale and integration of Juniper's AI-driven tools into HPE's Aruba Networking division [4][5] Strategic Considerations - HPE CEO views the merger as a strategic advancement, enhancing HPE's position in AI data centers, cloud ecosystems, and telecom networks, despite concerns over reduced vendor diversity for enterprise clients [5] - The success of the merger will depend on HPE's ability to integrate Juniper effectively and how competitors leverage the partial unbundling of Mist AI [5] Valuation Insights - HPE is trading at 0.9x sales and 20.2x earnings, below S&P 500 averages, but has a high price-to-free cash flow ratio of 252.7, indicating poor cash efficiency [6] - Revenue growth has been 4.5% annually over the past three years and 11.8% over the last year, but profitability remains low with operating and net margins of 7.0% and 4.6%, respectively [6][7] Future Outlook - With the DOJ hurdle resolved, Juniper stock is effectively set at $40, and attention now shifts to court approval, execution of divestitures, and signs of synergy in future earnings [7]
X @Forbes
Forbes· 2025-07-03 10:40
Looking to live in Europe while working remotely? Slovenia is rolling out a one-year digital nomad visa. Here’s what to know–and why this charming, budget-friendly country might be a smart move.Read more: https://t.co/56Ul8FCdbZ(Photo: Getty Images) https://t.co/EfpWbNyals ...
高盛:美国经济-美联储沟通存在创新空间
Goldman Sachs· 2025-07-03 02:41
1 July 2025 | 8:44AM EDT US Economics Analyst The Framework Review: Room for Innovation on Fed Communication (Abecasis / Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. L ...
Gemini CLI 可不仅仅是个命令行工具~附登录问题解决方法
菜鸟教程· 2025-07-03 02:08
Gemini CLI 是一个运行在命令行中的 AI 工作流工具,由 Google 发布,它把Gemini 模型(比如 Gemini 2.5 Pro)直接带到终端里。 不过 Gemini CLI 可不仅仅是一个命令行工具, 它支持通过自然语言调用 AI 完成编码、调试、内容生成、研究和任务管理。 Gemini CLI 能干什么? Gemini CLI 目前收获了50.1k+ Star: 无需切换工具: 在终端里就能智能编写代码、处理问题,省去打开 IDE 或网页的繁琐。 超大上下文窗口: 支持 100 万 token 上下文,能处理大型代码库和文档。 丰富功能即开即用: 除了代码,还能写文案、查资料、管理流水线、生成媒体内容,几乎就是一个终端里的全能 AI 助手 足够宽松的免费额度: 个人 Google 账号免费即可,支持每分钟约 60 次请求、每天 1000 次请求,是业内最 generous 的预览方案。 完全开源,社区友好: Apache 2.0 许可公开发布,支持社区贡献与审计。 近期关注度直线拉升: node -v 2、安装 Gemini CLI 在你的终端执行以下命令: npx https://gi ...
Zohran Mamdani responds to Trump saying he would 'arrest' him if he does not comply with ICE
NBC News· 2025-07-02 22:33
Donald Trump said that I should be arrested. He said that I should be deported. He said that I should be denaturalized.And he said those things about me. Someone who stands to be the first immigrant mayor of this city in generations. Someone who would also be the first Muslim and the first South Asian mayor in this city's history.less so because of who I am, because of where I come from, because of how I look or how I speak, and more so because he wants to distract from what I fight for. I fight for working ...
'Chance to turn the tables?' What the megabill could mean for Democrats
MSNBC· 2025-07-02 20:36
Um, you've been through the numbers. Uh, I know you've written about it, but the Senate has now sent its version back to the House. Just lay out the broad strokes for me.Absolutely. So, what this bill does at its core is it extends and amplifies a series of tax cuts that were first made by the Trump administration in 2017. And in order to try to fill that gap that they're blowing in the budget, it is absolutely decimating incentives for green energy and green energy programs, Medicaid, which is a program th ...
Cash-Rich IonQ To Capture 20% Of Quantum Market By 2035
Benzinga· 2025-07-02 17:56
While still in its nascent stages, the burgeoning field of quantum computing is rapidly attracting significant investor attention due to its immense long-term economic potential, pushing stock valuations well above what near-term revenue or earnings would justify.IonQ, Inc. IONQ stands out among the frontrunners, with Cantor Fitzgerald analyst Troy Jensen initiating coverage with an Overweight rating and a $45 price forecast.IonQ’s trapped-ion approach, which supports room-temperature operations and strong ...
X @Bloomberg
Bloomberg· 2025-07-02 17:04
In this episode of Trumponomics, we explore the potential for collateral damage and whether there will be an upside in the longer term for US-born workers https://t.co/rsuuVIPhx9 ...
3 steps to building better relationships | Gogo Cheng | TEDxHKUST
TEDx Talks· 2025-07-02 16:32
Barack Obama, Black Pink, Chris Martin, Richard Branson, and the late Queen of England. How are they relate to this girl on the right hand side of the picture. Have a guess.I will reveal the answer later in my talk. I've had a fancy career. In the last two decades, I built multi-million dollar private client businesses for the world's top luxury brands.My job was to grow teams that strive in relationship building with the top 1% of the luxury clients. We work very hard to create memorable customer experienc ...
Reality shift is real through energy work | Neelam Naseeb | TEDxSGGSCC
TEDx Talks· 2025-07-02 16:18
गुड आफ्टरनून एवरीवन। एस यू कैन सी वी आर टॉकिंग अबाउट रियलिटी शिफ्ट हियर एंड दैट्स माय टॉपिक टुडे। एक्चुअली मी स्टैंडिंग ओवर हियर इज़ प्रीटी मच ऑफ़ अ रियलिटी शिफ्ट फॉर मी एट। सो दैट्स व्हाट आई एम गोइंग टॉक टू यू टुडे अबाउट एज वेल। रियलिटी शिफ्ट इज़ रियल थ्रू एनर्जी वर्क। हाई। आई एम नीलम नसीब। एनर्जी थेरेपिप लाइफ कोच एंड टैरो कार्ड रीडर। फॉलोविंग दैट पाथ लेड मी टू बिकमिंग एन एंटरप्रेन्योर एज वेल। आई हैव फाउंडेड टू कंपनीज़। एम्बीएम क्रिस्टल्स एंड सोल कॉम्पस व्हिच आर इन द सिमिलर लाइंस ऑफ़ हीलिंग एंड थेरेपी। नाउ व्हे ...