Lantronix (NasdaqCM:LTRX) FY Conference March 24, 2026 04:00 PM ET Company ParticipantsSaleel Awsare - CEOConference Call ParticipantsScott Searle - Managing Director and Senior Research AnalystScott SearleThank you for joining us for this fireside chat as we enter the afternoon, the last day of the 38th Annual Roth Conference. I'm Scott Searle. I'm the communications AIoT and Edge Compute Analyst with Roth. What we try to do in our fireside chats are identify and highlight companies where there's something ...

It's been tough to be a Qualcomm (NASDAQ: QCOM) shareholder lately. The stock price is down 28% just since its early January peak and is still knocking on the door of a new 52-week low. Blame the global shortage of memory chips, mostly, which undermined its guidance for the fiscal second quarter now underway. The company's looking for sales of somewhere between $10.2 billion and $11 billion, versus consensus estimates of $11.1 billion. Growing competition and the stock's frothy valuation were also a conce ...

Cloudflare Surges 8%: NVIDIA's AI Boom Is Coming for the Edge and This Stock Is Ready - 24/7 Wall St. S&P 5006,671.50 -0.87% Dow Jones46,492.00 -1.14% Nasdaq 10024,628.20 -0.83% Russell 20002,500.95 -0.78% FTSE 10010,275.80 -0.94% Nikkei 22554,248.00 -0.59% Stock Market Live March 18, 2026: S&P 500 (SPY) Flat on Hot Inflation Reading Investing Cloudflare Surges 8%: NVIDIA's AI Boom Is Coming for the Edge and This Stock Is Ready By David MoadelPublished Mar 18, 2:34PM EDT Quick Read Cloudflare (NET) reported ...

Fourth quarter of 2025 revenue increased 70.2% year-over-year to $12.0 million, with record quarterly gross margin of 58.5% Net income from continuing operations of $2.0 million for 2025 fourth quarter Positive defense and commercial market demand is expected to support another strong year of revenue growth in 2026 ESCONDIDO, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. ("OSS" or the "Company") (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), ...

Core Insights - Duos Technologies Group, Inc. has announced a strategic partnership with Seimitsu to enhance digital infrastructure in Georgia, focusing on low-latency performance and high-bandwidth connectivity for various sectors [1][5] Company Overview - Duos Technologies Group, Inc. operates through subsidiaries including Duos Edge AI, which specializes in localized edge computing solutions [1][8] - Seimitsu is a technology company with over 40 years of experience in fiber infrastructure and IT solutions, aiming to expand connectivity across Georgia [10] Partnership Details - The collaboration combines Duos Edge AI's modular infrastructure solutions with Seimitsu's extensive fiber network, providing unprecedented access to real-time data processing [1][3] - This partnership is part of Duos Edge AI's strategy to scale distributed AI infrastructure through fiber and site partnerships nationwide [5] Technological Advancements - The partnership aims to support mission-critical applications by processing data at the source, leveraging Seimitsu's fiber-optic network with a capacity of 25 Terabits [7] - Duos Edge AI's infrastructure is designed for rapid deployment in underserved areas, ensuring scalability and enhanced connectivity [7][9] Market Context - The demand for real-time data processing is increasing due to advancements in AI, IoT, and autonomous systems, making localized infrastructure critical [3] - The partnership positions Georgia as a leader in the "Edge" revolution, enhancing its competitiveness on a global scale [3][4]

Core Insights - Kepler Communications has launched the world's first commercially operational optical data relay network with distributed on-orbit computing capabilities, enhancing its service offerings beyond mere connectivity to include scalable, cloud-like processing in space [1][2]. Group 1: Network Capabilities - The Kepler Network integrates optical connectivity, distributed on-orbit computing, and secure payload hosting into a unified space-based infrastructure, enabling real-time data transport and advanced applications such as AI-driven Earth observation analytics and autonomous network operations [2][3]. - The network utilizes NVIDIA-powered edge computing to process data in space, allowing customers to generate insights at the edge and reduce downlink requirements, thus facilitating scalable, cloud-native workloads across the constellation [2][3]. Group 2: On-Orbit Compute Deployment - The initial on-orbit compute capability is powered by 40 NVIDIA Jetson Orin modules distributed across 10 satellites, marking the first integration of constellation-scale edge computing within a commercially operational optical data relay network [3][4]. - Each satellite acts as a compute-enabled node, supporting AI and other accelerated workloads, and is interconnected through Kepler's real-time optical communications network [3][4]. Group 3: Architectural Advantages - The architecture allows for both single-node execution and clustered, distributed computing models, enabling dynamic scaling of workloads across the constellation [4]. - In the event of a node failure, workloads can be seamlessly shifted to other nodes, ensuring continuity of service [4]. Group 4: Strategic Vision - The CEO of Kepler Communications emphasized that this architecture alleviates long-standing constraints in space operations, enabling real-time data processing and decision-making in orbit, which enhances resilience and supports new mission architectures for customers [5]. - The GPU-enabled on-orbit compute platform is designed to support multiple concurrent customers with secure isolation between workloads, facilitating various in-space applications [5]. Group 5: Company Overview - Kepler Communications operates the first commercial optical data relay constellation with 33 satellites launched to date, achieving significant milestones in space communications and on-orbit computing capabilities [6]. - The company is headquartered in Toronto, Canada, and aims to enable communications for the future space economy [6].

Core Insights - SoundHound AI, Inc. announced its participation in NVIDIA GTC 2026, showcasing the world's first multimodal, multilingual, fully Agentic+ AI platform operating entirely on the edge, which presents new opportunities for OEMs [1][4] Company Overview - SoundHound AI is a global leader in voice and conversational AI, providing solutions that enhance customer experiences across various sectors including retail, financial services, healthcare, automotive, telecom, smart devices, and restaurants [5] - The company's proprietary technology delivers high-speed and accurate voice AI capabilities in multiple languages, powering millions of products and processing billions of interactions annually for leading businesses [5] Technological Advancements - The new platform allows for localizing the agentic stack within vehicle architecture, enabling vehicles to function as proactive partners that can see, hear, and reason locally, ensuring 100% uptime and enhanced user privacy [2] - The Agentic+ platform is compatible with multiple protocols, facilitating the integration of self-built, pre-built, and external agents to operate locally within a single interface [6] Event Highlights - Attendees at NVIDIA GTC can expect hands-on demonstrations of how automakers and developers can easily build and deploy AI agents on the edge, showcasing the platform's capabilities in controlling vehicle functions and providing navigational assistance without remote server access [6] - The integration of Vision AI capabilities into the conversational flow allows vehicles to understand their environment, offering context-aware assistance while maintaining security in offline settings [6]

Core Insights - SoundHound AI, a leader in voice and conversational AI, is showcasing its groundbreaking multimodal, multilingual Agentic+ platform at NVIDIA GTC 2026, which operates entirely on-device, enhancing user privacy and response speed [1][4]. Group 1: Product Features - The Agentic+ platform allows for localizing the agentic stack within vehicle architecture, enabling vehicles to function as proactive partners that can see, hear, and reason locally, ensuring 100% uptime and fast responses [2]. - The platform supports multiple protocols, allowing a mix of self-built, pre-built, and external agents to work together locally within a single interface, facilitating the development and deployment of AI agents [6]. - SoundHound's Vision AI capabilities are integrated into the conversational flow, enabling vehicles to understand their environment and provide context-aware assistance, such as identifying landmarks and responding to driver gestures [6]. Group 2: Market Position and Impact - SoundHound AI's technology delivers best-in-class speed and accuracy in various languages, serving industries such as retail, financial services, healthcare, automotive, telecom, smart devices, and restaurants [5]. - The company's AI-driven products, including Smart Answering and Smart Ordering, have powered millions of products and services, processing billions of interactions annually for world-class businesses [5].

Core Insights - Maris-Tech Ltd. has received an order from a governmental defense entity for its advanced video processing systems, which will enhance perimeter defense and unmanned aerial applications [1][2][3] Group 1: Order Details - The order includes the delivery and development of applications based on Maris-Tech's Diamond Ultra platform for situational awareness and the Jupiter platform for drone video payload systems [2] - The systems are expected to improve operational effectiveness in complex security environments [2] Group 2: Company Technology and Market Position - Maris-Tech is recognized for its AI-based edge video intelligence solutions, which are relevant for next-generation defense systems [3] - The company specializes in AI-powered edge video solutions for mission-critical defense and security operations, enabling real-time situational awareness and intelligence gathering [3]

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]