Cloud Technologies
Search documents
Canon Envisions a 'Future-Ready Malaysia' at Think Big Klang Valley Series 2025
The Manila Times· 2025-10-29 02:18
Forum invites businesses to Lead with Smart Tech towards Innovation, Resilience, and Growth in today’s digital-first economy KUALA LUMPUR, MALAYSIA - Media OutReach Newswire - 29 October 2025 - Canon today announced its upcoming Think Big Klang Valley Series, happening on 12 November 2025 at the Sheraton Petaling Jaya Hotel. Under the theme of 'Future-Ready Malaysia: Innovation, Resilience, Growth', the forum will bring together industry leaders and policymakers to explore how artificial intelligence (AI) ...
Datadog Earnings Preview: What to Expect
Yahoo Finance· 2025-10-24 17:51
Core Insights - Datadog, Inc. is a SaaS observability and security platform with a market cap of $54.6 billion, providing real-time monitoring and insights across technology stacks [1] Financial Performance - Datadog is expected to announce fiscal Q3 2025 results on November 6, with analysts predicting a profit of $0.07 per share, a decline of 53.3% from $0.15 per share in the same quarter last year [2] - For fiscal 2025, EPS is projected to be $0.31, down over 34% from $0.47 in fiscal 2024, but is expected to grow 48.4% year-over-year to $0.46 in fiscal 2026 [3] Stock Performance - Datadog shares have increased by 27.7% over the past 52 weeks, outperforming the S&P 500 Index's nearly 17% gain, but lagging behind the iShares U.S. Technology ETF's 31.6% return [4] Recent Results and Outlook - In Q2 2025, Datadog reported adjusted EPS of $0.46 and revenue of $826.8 million, exceeding forecasts, and projected Q3 revenue between $847 million and $851 million, indicating strong demand driven by AI and cloud technology adoption [5] Analyst Ratings - The consensus view on Datadog stock is bullish, with a "Strong Buy" rating from 31 out of 41 analysts, and an average price target of $169.03, suggesting a potential upside of 6.9% from current levels [6]
Why I'm Betting 14% Of My Portfolio On Micron (The Memory Wall Thesis) (NASDAQ:MU)
Seeking Alpha· 2025-09-16 15:13
When I bought Micron Technology (NASDAQ: MU ) in Nov 23 at that time I thought it could easily go to $200 because at that time I knew the importance of memory and bandwidth in GPUs. II’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on software infrastructure, AI systems, and cloud techno ...
Broadcom's $10B OpenAI Deal Could Be Just The Beginning
Seeking Alpha· 2025-09-11 11:59
I bought Broadcom (NASDAQ: AVGO ) at $80 in October 2023. It's now my fifth largest position and I even doubled down during the April selloff at $136. But here's the thing when a stock triples in less than two years you'veI’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on software infra ...
Alibaba: Buy The E-Commerce Giant And Get AI And Cloud For Free
Seeking Alpha· 2025-08-26 18:06
Core Insights - Alibaba Group Holding Limited (NYSE: BABA) exemplifies how the best investment opportunities can be overlooked due to prevailing narratives, while significant future developments are underway [1] Company Overview - Alibaba is positioned as a compelling investment despite past challenges, indicating potential for growth and recovery in the market [1] Analyst Background - The analysis is conducted by a professional with a strong technical background in software and financial markets, providing a unique perspective on the intersection of technology and investment [2]
UnitedHealth: 2026 Repricing Will Be A Game Changer
Seeking Alpha· 2025-08-25 15:59
Core Insights - UnitedHealth Group (NYSE: UNH) has experienced significant declines, comparable to rare occurrences in the investment landscape [1] Company Analysis - The article highlights the drastic impact on UnitedHealth Group, indicating a severe downturn that is unusual for a blue-chip company [1] Industry Context - The writer's background in technology and finance provides a unique perspective on the intersection of software, infrastructure, and capital allocation, which is relevant to understanding market dynamics [1]
Nvidia Is About To Beat Estimates, But It Might Not Be Enough
Seeking Alpha· 2025-08-20 22:08
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
CoreWeave: I Am Not Buying Into Q2 But Getting Paid 9%
Seeking Alpha· 2025-08-11 18:39
Core Company Insights - CoreWeave (NASDAQ: CRWV) is scheduled to report its Q2 earnings on August 12, which is anticipated to be a volatile event due to the stock's recent performance [1] - From July 10 to July 30, CoreWeave's stock experienced a significant downward trend, indicating potential instability in its market performance [1] Analyst Background - The writer has a technical background with over five years of experience at Amazon, focusing on large-scale distributed systems and backend architecture, which informs their analysis of tech companies [1] - The current role involves working at a tech firm that develops algorithmic trading platforms and low-latency infrastructure, providing insights into market operations and trading technology [1]
Palantir: Getting Paid 4.5% Monthly To Avoid Buying A Potential Top
Seeking Alpha· 2025-08-07 09:53
Core Insights - Palantir (PLTR) achieved a significant milestone with Q2 revenue surpassing $1 billion for the first time, reflecting a year-over-year increase of 48% and demonstrating strong growth potential [1] - The company reported exceptional free cash flow margins of 57%, indicating robust financial health and operational efficiency [1] Company Overview - Palantir is positioned at the intersection of software, infrastructure, and capital allocation, focusing on enterprise software and AI platforms [1] - The company has garnered attention for its algorithmic trading platforms and low-latency infrastructure tailored for institutional clients and hedge funds [1]
Coinbase Is No Longer Just A Crypto Exchange - It's Becoming The AWS Of Finance
Seeking Alpha· 2025-07-29 21:13
Group 1 - The article argues that the perception of Coinbase as merely a "crypto exchange" or a high beta Bitcoin proxy is outdated, suggesting that this view is hindering the market from recognizing its true value [1] - Coinbase is positioned as the default platform for cryptocurrency trading, indicating a significant shift in its market role [1] Group 2 - The author has a technical background in software engineering and has developed an interest in financial markets, particularly in the intersection of software and capital allocation [1] - The analysis focuses on examining tech companies through both technical and fundamental lenses, emphasizing the importance of understanding underlying market mechanisms [1]