~ Mike Masci Named CFO; Brandon Alexandroff to Continue with Company as Strategic Advisor to CEO ~ ~ Newly Appointed CFO Brings Both Data Center Industry and Prior CFO Experience ~ LONGBOAT KEY, Fla., March 26, 2026 (GLOBE NEWSWIRE) -- Rumble Inc. (Nasdaq: RUM), ("Rumble" or the "Company"), the Freedom-First technology platform, today announced that, effective March 31, 2026, Mike Masci will join the Company as its new CFO, succeeding Brandon Alexandroff who will transition to a new role of a strategic advi ...

Key Takeaways Lumen is repositioning as an AI network provider, securing $13B in Private Connectivity Fabric deals.LUMN reduced debt by over $5B and cut interest costs, supporting EBITDA growth outlook for 2026.Cogent is growing on-net and IPv4 revenues but faces margin expansion moderation and declining Sprint sales.Lumen Technologies, Inc. (LUMN) and Cogent Communications Holdings, Inc. (CCOI) are both enterprise-focused fiber network providers that deliver high-capacity, long-haul fiber networks powering ...

2 Intelligent Protection Management Corp. A Managed Technology Solutions Provider Focused on Cybersecurity and Cloud Infrastructure Investor Presentation March 2026 NASDAQ: IPM Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the Company's actual results, performance or achievements to be m ...

Oracle Corp (NYSE:ORCL) shares are trading lower on Tuesday following reports suggesting that Amazon is developing an AI agent tool to automate some sales, business development and other functions.Reports also suggest that concerns over AI disrupting SaaS business models is one of the drivers behind recent attempts to withdraw funds from private credit funds.Moreover, Oracle announced fresh product launches around its Fusion Applications AI tooling, even as the Technology sector stayed soft.BofA Securities ...

SiTime Corporation (NASDAQ:SITM) is included in our list of the 11 most oversold semiconductor stocks to buy now. Analyst Remain Bullish on SiTime (SITM) As Management Signals Confidence in Growth SiTime Corporation (NASDAQ:SITM) retains the confidence of over 80% of covering analysts as of March 12, 2026, with a $450 consensus price target implying over 30% upside. Favorable analyst sentiment coincides with management’s bullish outlook. At the Morgan Stanley Technology, Media & Telecom Conference 2026 ...

Quick Read Alibaba (BABA) reported net income down 67% despite revenue of $41.3B, a 2% year-over-year gain, as the company invests heavily in AI and cloud infrastructure. The company is sacrificing near-term profitability to fund an aggressive AI infrastructure buildout, with Alibaba’s management declaring an investment phase to build long-term strategic value. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more ...

Core Insights - Intelligent Protection Management Corp. reported a significant improvement in financial performance for Q4 2025, with a net loss reduction of 89% compared to the prior year, and achieved positive Adjusted EBITDA for the quarter [1][2] - The company experienced cash flow positivity from operations for both the full year and the fourth quarter of 2025, ending the year with $8.4 million in cash and cash equivalents and no long-term debt [2][13] Financial Highlights: Q4 2025 - Total revenues for Q4 2025 reached $6.1 million, a sequential increase of 7% in core Managed information technology revenue, while net loss decreased by 42% to $0.6 million [3][9] - Adjusted EBITDA for Q4 was positive at $4,630, a substantial improvement from a loss of $1.5 million in the same quarter of the previous year [4][41] - Operating loss from continuing operations for Q4 was $0.8 million, down from $1.6 million in Q4 2024 [11] Financial Highlights: Full Year 2025 - Total revenues for the year ended December 31, 2025, amounted to $23.6 million, a dramatic increase of 2,049.9% compared to $1.1 million in 2024 [5][28] - The net loss for the full year was $2.0 million, significantly reduced from $8.4 million in 2024, marking a 76.8% improvement [5][29] - Adjusted EBITDA for the full year was negative $1.1 million, an improvement from a loss of $4.4 million in 2024 [6][41] Operational Developments - The company completed its acquisition of Newtek Technology Solutions in January 2025, which has been a key driver of its revenue growth and operational focus on cybersecurity and cloud infrastructure [7][8] - As of December 31, 2025, the company managed over 10,000 devices under its managed services agreements, indicating a strong operational footprint [14] Strategic Advantages - The company emphasizes a high-touch customer service model, providing dedicated technology managers as a single point of contact, which differentiates it from competitors that rely on automated systems [2] - IPM achieved SOC Type 1 Compliance, reinforcing its commitment to cybersecurity and enhancing its service offerings in managed IT security and cloud hosting [15]

Core Insights - Silicon Motion Technology Corporation (SIMO) has launched the SM8008, a PCIe Gen5 NVMe SSD controller aimed at enhancing its enterprise storage portfolio, particularly for data center boot drives and power-sensitive applications as demand for reliable storage grows with AI and cloud infrastructure [1][8] Product Features - The SM8008 controller delivers high performance with speeds up to 14 GB/s and over 2.3 million random IOPS while consuming less than 5 watts of power, supporting PCIe Gen5 x4 and NVMe 2.0a standards, and compatible with various enterprise form factors [2] - It includes enterprise-grade security features such as TCG Opal 2.0 encryption, hardware-accelerated AES-256, SHA-512, RSA-3072, secure boot, and firmware authentication, ensuring data integrity and regulatory compliance [3] Market Demand and Adoption - Early adoption by enterprise SSD manufacturers indicates strong industry interest in power-efficient, high-performance boot storage solutions, supporting Silicon Motion's expansion in next-generation data center infrastructure [4] Competitive Landscape - Silicon Motion faces competition from Marvell Technology, which is focusing on AI-driven storage solutions and next-generation connectivity technologies, and Micron Technology, which is launching faster, AI-ready SSDs and improving NAND technology for data centers [5][6] Financial Performance - Silicon Motion shares have increased by 131.1% over the past year, outperforming the industry's growth of 94.8% [7] - The company's shares currently trade at a price/earnings ratio of 19.79, higher than the industry average of 15.27 [10] - Earnings estimates for 2026 have risen by 19% to $5.80, and for 2027, they have increased by 20.5% to $7.88 [11]

Core Insights - Cisco Systems has seen significant changes in institutional ownership, with various hedge funds adjusting their stakes in the company, indicating a shift in investor sentiment [1][5] - Analysts have upgraded Cisco's stock ratings and price targets, reflecting positive market sentiment and expectations for future performance [2][6] - Recent insider trading activity shows both selling and buying, which may influence market perceptions of the company's stability and growth potential [3][13] Institutional Ownership - Avantax Advisory Services Inc. increased its holdings by 1.1%, owning 420,336 shares valued at $29.16 million after acquiring 4,525 shares [1] - Mirae Asset Global Investments Co. Ltd. raised its stake by 6.9%, now holding 3,189,645 shares worth $218.24 million after acquiring 205,043 shares [1] - Rockland Trust Co. significantly increased its stake by 213.8%, owning 20,497 shares valued at $1.40 million after purchasing 13,966 shares [1] - Institutional investors collectively own 73.33% of Cisco's stock [1] Analyst Ratings and Price Targets - DZ Bank upgraded Cisco to a "strong-buy" rating, while HSBC raised its price target from $74.00 to $77.00, maintaining a "hold" rating [2] - Zacks Research upgraded Cisco from "hold" to "strong-buy," indicating a consensus rating of "Moderate Buy" with a price target of $89.55 [2] Insider Trading - Director Kristina M. Johnson sold 13,481 shares at an average price of $77.13, totaling approximately $1.04 million, representing a 17.95% decrease in her position [3] - SVP Maria Victoria Wong sold 2,179 shares at an average price of $77.74, totaling about $169,395, reflecting a 7.03% decrease in her ownership [3] - Over the last three months, insiders sold a total of 75,799 shares valued at $5.82 million [3] Financial Performance - Cisco reported Q2 earnings of $1.04 per share, exceeding analysts' expectations of $1.02, with revenue of $15.35 billion, a 9.7% increase year-over-year [8] - The company has a return on equity of 27.88% and a net margin of 19.22% [8] Dividend Information - Cisco announced a quarterly dividend of $0.42 per share, an increase from the previous $0.41, resulting in an annualized dividend of $1.68 and a yield of 2.1% [9]

Core Viewpoint - Arista Networks, Inc. (NYSE:ANET) is recognized as one of the 13 stocks with consistent growth potential, attracting positive analyst ratings and a favorable price target [1]. Analyst Ratings and Price Targets - As of March 11, 2026, approximately 93% of analysts covering Arista maintain positive ratings, with a consensus price target of $177.50, indicating an upside potential of about 27.64% [2]. - TD Cowen analysts initiated coverage with a "Buy" rating and a price target of $170, reflecting optimism following the company's recent results announcement [4]. - Needham analyst Ryan Koontz reiterated a "Buy" rating and raised the price target from $165 to $185 after noting a 6% increase in fiscal 2026 revenue guidance [5]. Company Fundamentals - Analysts express confidence in Arista's strong software and hardware design fundamentals, positioning the company as a preferred vendor for Ethernet-based scale-out and scale-across switching [3]. - The company's data-driven networking platform is viewed positively, expected to support the next-generation AI datacenter [3]. - Arista Networks provides Ethernet switching platforms, routing systems, and network software tailored for large-scale, high-performance cloud infrastructure, focusing on data centers, AI workloads, and campus environments [6].