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Vertiv: Strong Growth Supported By Data Centers
Seeking Alpha· 2025-06-26 14:55
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We ...
Investors Are Waking Up to Arista Networks—Here's the Scoop
MarketBeat· 2025-06-26 14:10
Arista Networks TodayANETArista Networks$100.96 +4.65 (+4.83%) 52-Week Range$59.43▼$133.57P/E Ratio42.73Price Target$109.33Add to WatchlistA recent climb in Arista Networks' NYSE: ANET stock price was driven by exceptionally high trading volume, resulting in a moderate two-day gain of approximately 10%. However, the massive dollar value of shares traded during that time suggests a deeper story: large, institutional funds appear to be making significant investments in the tech sector company. This prompts a ...
Cellebrite DI (CLBT) Earnings Call Presentation
2025-06-26 13:28
UPDATED: JUNE 2025 INTRODUCTION TO CELLEBRITE Investor Presentation Investor Presentation www.cellebrite.com © 2025 Cellebrite DI Ltd. DISCLAIMER This presentation has been prepared by Cellebrite DI Ltd. (the "Company") solely for informational purposes. It is not, and should not be assumed to be, complete. This presentation is not an offer to sell securities, nor is it a solicitation of an offer to buy securities. This presentation is not directed at, or intended for distribution to or use by, any person o ...
Oracle Red Bull Racing Selects Oracle Fusion Cloud Applications Suite to Accelerate Operations
Prnewswire· 2025-06-26 12:00
Six-time world champion Formula One team moves finance and HR processes to the cloud to increase efficiency and support cost cap complianceAUSTIN, Texas and MILTON KEYNES, UK, June 26, 2025 /PRNewswire/ -- Oracle Red Bull Racing is adopting Oracle Fusion Cloud Applications Suite to better support its multiple-championship-winning team. With Oracle Fusion Applications for finance, HR, and customer experience, Oracle Red Bull Racing will be able to increase productivity, reduce costs, and enhance the employee ...
Could This Cloud Company Be a Surprise Winner of the AI Revolution?
The Motley Fool· 2025-06-26 09:35
Artificial intelligence (AI) stocks have led the overall market higher over the past couple of years as investors bet on the ability of AI to supercharge companies' growth, and the movement continues. The AI market, set to reach into the trillions of dollars in a few years, still is in its early stages, and today's most-watched players, such as Nvidia and software company Palantir Technologies, won't be the only ones to benefit.In fact, cloud company Oracle (ORCL -2.20%) could be a surprise winner of the AI ...
Better Artificial Intelligence (AI) Stock: CoreWeave vs. Oracle
The Motley Fool· 2025-06-26 08:55
The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons why shares of CoreWeave (CRWV -7.63%) and Oracle (ORCL -2.20%) have been in fine form on the stock market in 2025.Both companies rent out AI-focused data centers powered by premium graphics processing units (GPUs) from the likes of Nvidia, AMD, and others. To meet the increasing demand, both companies are quickl ...
阿里云乘上中企外拓的东风
Hua Er Jie Jian Wen· 2025-06-26 02:55
作者 | 柴旭晨 编辑 | 刘宝丹 "让天下没有难做的生意"的阿里,将目光投到了出海潮下的中国企业。 "生而全球,已成为大多数中企可复制的办法。"6月24日,在阿里云中企出海峰会,阿里云智能集团资深副总裁、公共云事业部总裁刘伟光称,阿里云将加 速打造全球云计算一张网,在全球每个节点部署全栈AI能力,服务生而全球的企业。 阿里集团CEO、阿里云董事长兼CEO吴泳铭表示,26年前,阿里成立的第一个业务alibaba.com就是帮助中国企业出海,当时是把中国商品卖到海外,货通天 下。 吴泳铭断言,走向全球是中国企业的发展必然。这背后是中国经过20多年变迁后,中企出海涌现出的新特征。 在刘伟光看来,中企出海产业越来越高端化,从制造到智造;其次,出海区域越来越多元,从欧美拓展到全球;最后,出海经营越来越本地化和网络化。从 早期的走出去,已变为生而全球化,亦即研发、生产、供应链和销售服务等都是全球网络协作。 吴泳铭也强调,现在中国企业出海不再仅限于商品出海,而是技术、品牌和高端制造走向全球。 在他看来,能在中国市场胜出的产品和技术,也将在全球市场上扮演重要角色。中国在5G、AI、智能汽车等领域已经实现了技术领先。中国企业 ...
【公告全知道】固态电池+军工+人形机器人+无人机+MCU芯片!公司在人形机器人方面重点布局精密轴承和丝杠
财联社· 2025-06-25 14:23
每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①固态电池+军工+人形机器人+无人机+MCU芯片!这家公司参股企业是中国最早布局固态电池的企业之 一,在人形机器人方面重点布局精密轴承和丝杠;②数字货币+跨境支付+区块链+国产芯片+云计算+华为 鸿蒙!这家公司区块链密码相关产品已经在数字货币业务中得到应用;③人形机器人+无人驾驶+特斯拉! 公司拟通过股权收购快速进入人形机器人等新兴领域。 前言 ...
1 Dividend Stock to Hold for the Next 20 Years
The Motley Fool· 2025-06-25 13:17
Looking for long-term income from your investments? This familiar name should provide wealth-building payouts for decades to come The most important quality of a dividend investment is longevity. Nobody cares about a high yield if the company won't be around in a decade or two. But when a generous dividend payer is set up for long-term success, even a modest payout can result in game-changing returns in the long run. On that note, I'm about to point out a stock that should still be around, relevant, and pro ...
Robert Half (RHI) Earnings Call Presentation
2025-06-25 13:12
Investor Presentation M. Keith Waddell President and Chief Executive Officer Robert Half June 2025 © 2024 Robert Half Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Disclaimer Certain information contained in this presentation may be deemed forward-looking statements regarding events and financial trends that may affect the Company's future operating results or financial positions. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materi ...