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 ...

Austin, Aug. 12, 2025 (GLOBE NEWSWIRE) -- The Data Center Power Management Market was USD 22.0 billion in 2024 and is expected to reach USD 40.1 billion by 2032, growing at a CAGR of 7.80% over the forecast period of 2025–2032. Surging Data Demand and Green Infrastructure Drive Growth in Data Center Power Management Market The data center power management market is witnessing transformative growth, continues to transform with the largest growth driven by surging global consumption of data, energy-efficient ...

Fastly (NYSE: FSLY ) reported better-than-expected earnings for Q2'25, with revenue growth and free cash flow improvements taking up center stage for the company. The cloud computing platform generated double-digit top-line growth and had its second consecutive quarter of positive freeAnalyst’s Disclosure:I/we have a beneficial long position in the shares of FSLY, SNOW, CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not ...

截至收盘，云计算ETF汇添富（159273）标的指数热门成分股多数飘红：华胜天成10CM涨停，新易盛涨超6%，中际旭创涨超5%，浪潮信息涨超3%，中科 曙光、天源迪科、恒生电子涨超1%，拓维信息微涨。 今日（8.12），芯片板块大涨，大盘涨0.5%逼近前高3674点，精准布局算力领域的云计算ETF汇添富（159273）收涨0.89%，全天成交额超6500万元。资金 面上，云计算ETF汇添富（159273）今日再获净申购800万份，连续第4日受资金强烈青睐。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | | 1 | 300502 | 新易盛 | 6.23% | 11.50% | | 2 | 300308 | 中际加创 | 5.09% | 10.67% | | 3 | 0700 | 腾讯控股 | -0.18% | 9.05% | | ব | 9988 | 阿里巴巴 - W | -1.35% | 8.44% | | ਟ | 603019 | 中科曙光 | 1.35% | 5.76% | | 6 | 688111 | 金山办公 | -1.0 ...

Summary of Extreme Networks (EXTR) FY Conference Call - August 11, 2025 Company Overview - **Company**: Extreme Networks (EXTR) - **Industry**: Networking solutions, focusing on private networking (both wireless and wired) [2][3] Core Points and Arguments - **Market Position**: Extreme Networks is positioned to gain significant market share in the networking industry despite currently having a relatively low market share [2][3] - **Product Offerings**: The company emphasizes simplicity, reliability, and innovation in its networking solutions, particularly through its fabric technology which allows for automated network connectivity [4][5] - **Target Markets**: Major customers include public sector entities, schools, and large venues such as stadiums, where they provide high-performance Wi-Fi solutions [6][7][10] - **AI Integration**: The introduction of Extreme Platform One, an AI-enabled solution, aims to enhance network management and customer support, allowing for a conversational interface with AI for troubleshooting [11][19] - **Revenue Growth**: The company reported a SaaS ARR of $208 million, growing 24% year-over-year, with expectations for continued strong growth in the SaaS segment [17][18] Financial Performance - **Revenue Composition**: Approximately 36% of revenue is recurring from software and subscriptions, with a focus on increasing this through new licensing agreements [16][19] - **Guidance for FY26**: The company anticipates total growth of about 8%, with SaaS ARR expected to grow in the 20% range [17][18] - **EBITDA**: The company reported an EBITDA run rate of about $100 million, indicating strong cash flow generation [74] Market Dynamics - **Industry Growth**: The overall enterprise networking market is growing in mid-single digits, with Extreme Networks focusing on strategic partnerships and product differentiation to gain market share [56][57] - **Competitive Landscape**: The company is capitalizing on market disruptions caused by competitors' mergers and changes in partner programs, positioning itself to attract new customers [66] Technological Advancements - **Wi-Fi 7 Adoption**: Extreme Networks is seeing early adoption of Wi-Fi 7, with 30% of its wireless business coming from this technology, which is expected to grow significantly in the coming year [46][49] - **AI and Network Planning**: AI is being leveraged for network planning and management, enhancing productivity and allowing for better resource allocation [51][55] Strategic Initiatives - **Customer Engagement**: The company is focusing on moving upmarket to gain larger customers and build strategic relationships, particularly in sectors like education, hospitality, and manufacturing [61][62] - **Product Upgrades**: A gradual upgrade strategy is in place for existing customers to transition to new AI-driven solutions without significant disruption [28][30] Additional Insights - **Customer Support**: The integration of AI into customer support is expected to reduce the need for traditional tech support, improving customer satisfaction and operational efficiency [23][24] - **Future Outlook**: The company is optimistic about achieving double-digit growth in the subscription and support segments, with a long-term goal of reaching a 20% EBITDA margin [78][79] Conclusion Extreme Networks is strategically positioned to leverage technological advancements and market dynamics to enhance its market share and financial performance, with a strong focus on AI integration and customer-centric solutions. The company is optimistic about future growth prospects, particularly in the SaaS and subscription segments.

It's important to look beyond short-term challenges with these stocks.Investing in stocks is both accessible to the general public and likely to yield strong returns over the long term. That's what makes it one of the best ways to increase your wealth. However, putting your money in the right stocks is crucial. Some companies may turn out to be terrible investments, as they significantly lag behind the market and may even cease to exist. Investors can avoid that fate by investing in ETFs that track major in ...

The popular index has generated impressive returns in the past decade.The S&P 500 index has had a great run in recent memory. Since early August 2015, the benchmark has generated a total return of 261% (as of Aug. 5). Low interest rates, durable economic growth, and passive investment flows have certainly helped. Given the impressive above-average performance of the closely watched index, investors are probably thinking about how to gain exposure. Here's what I believe is the smartest way to invest in the S ...

Internet stocks benefit from the ongoing digitalization wave that is driving rapid adoption of AI and cloud computing. Accelerating the deployment of 5G services, which offer high speed and bandwidth capacity at a low latency, is facilitating rapid data transfer and analysis, aiding AI systems to process large datasets in real time.  The growing availability of standalone 5G networks and integration of AI-powered services is driving an uptick in the usage of social media platforms, digital advertising and p ...

截至2025年8月8日 13:26，计算机ETF(159998)盘中换手1.85%，成交6575.62万元。跟踪指数中证计算机主题指数(930651)成分股涨跌互现，润泽科技 (300442)领涨1.29%，江波龙(301308)上涨0.44%，恒生电子(600570)上涨0.20%。 规模方面，计算机ETF(159998)近1周规模增长5784.92万元，实现显著增长，新增规模位居可比基金第一。 资金流入方面，计算机ETF(159998)近5个交易日内有4日资金净流入，合计"吸金"7160.15万元。 万联证券此前指出，我国在开源AI大模型领域拥有国际领先水平的DeepSeek、阿里通义千问、智谱等大模型产品，为我国"人工智能+"行动的深入实施构建 了坚实的技术底座。 中信证券认为，展望2025年下半年，建议把握新一轮创新落地周期。AI主线创新继续，带动产业链上下游落地提速，景气创新方向频出，驱动行业加速成 长。 相关产品： 计算机ETF(159998)紧密跟踪中证计算机主题指数，中证计算机主题指数选取涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司证券作 为指数样本，以反映计算机主题上市公司 ...

ePlus (PLUS -0.47%), a technology solutions provider specializing in IT infrastructure, announced results for Q1 FY2026 on August 7, 2025. The company posted GAAP revenue of $637.3 million, beating analyst estimates of $523.9 million (GAAP), while delivering Non-GAAP earnings per share (EPS) of $1.26, well above the $1.06 non-GAAP expectation. Both revenue (GAAP) and EPS (non-GAAP) marked double-digit percentage growth compared to the prior year's quarter. These results also set all-time quarterly records f ...