Chicago, IL, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Nerdio, the automated end-user computing (EUC) platform transforming how organizations deploy and manage Microsoft Cloud technologies, today announced support for the newly revealed Microsoft Azure Virtual Desktop for hybrid environments. This collaboration underscores Nerdio’s leadership and collaboration with Microsoft in delivering innovative virtualization solutions that bridge cloud and on-premises environments. As an Azure Virtual Desktop hybrid partner, ...

Add to that, it's been noted that the S&P 500 Technology Index, of which Microsoft is a member, trades at 42x earnings. That's below the 67x seen at the height of the 2000 internet bubble. Importantly, megacap tech stocks, including Microsoft, are generating the earnings and cash flow growth needed to support what some say are lofty valuations. At the heart of the matter, Microsoft is a catalyst-rich name over the long-term. That implies there will be ample opportunities to capitalize with MSFU. A recent pu ...

Core Insights - Hewlett Packard Enterprise's (HPE) hybrid cloud segment experienced a year-over-year growth of 14.2% in Q3 of fiscal 2025, driven by its diverse solutions in storage, private cloud, infrastructure, and software-as-a-service [1][9] Hybrid Cloud Solutions - HPE provides capabilities for virtual machines and containers in its private cloud offerings, enabling customer self-management [2] - The company launched its Hybrid Cloud Ops Suite, integrating various tools to enhance customer experience [3] Performance Metrics - HPE shipped over 5,000 Alletra MP arrays in 2025, achieving triple-digit revenue growth, and added 2,000 new users to its GreenLake cloud, totaling 44,000 customers [4][9] - The number of private cloud AI customers doubled sequentially in Q3 of fiscal 2025, contributing to HPE's rapid top-line growth [5] Competitive Landscape - HPE competes with major players like Amazon and Microsoft, with Amazon leading in cloud services and Microsoft having a strong enterprise presence through Azure Stack [6][7] - HPE differentiates itself by integrating private cloud, AI factory, and networking solutions [7] Financial Performance and Valuation - HPE's shares have increased by 6.9% year-to-date, compared to the Zacks Computer - Integrated Systems industry's growth of 87.6% [8] - The Zacks Consensus Estimate for HPE's fiscal 2025 earnings is $1.90 per share, reflecting a 4.5% decrease year-over-year, while fiscal 2026 estimates indicate a 24% increase to $2.36 per share [10] - HPE trades at a forward price-to-sales ratio of 1.28, significantly below the industry's average of 7.87 [11]

Core Insights - Rackspace Technology has appointed Lata Varghese as Senior Vice President of Business Transformation and Phani Kishore Burre as Senior Vice President of Services and Delivery for the Public Cloud business unit, aiming to enhance growth and customer success [1] Leadership Experience - Lata Varghese has extensive leadership experience in technology services, having managed global P&L responsibilities at Cognizant and led the growth of emerging technology consulting practices, with expertise in financial services, digital banking, payments, blockchain, and digital assets [2] - Phani Kishore Burre brings over two decades of experience in IT transformation for Fortune 100 clients, having served as Managing Director and Global Practice Head for Digital Infrastructure at Brillio, where he facilitated significant growth and cloud adoption [3] Strategic Focus - The new leadership is expected to strengthen Rackspace's operating model, improve execution, and turn AI and hybrid cloud into practical outcomes for clients, aligning with the company's goal to deliver speed, innovation, and certainty [4] - Rackspace Technology aims to advance its transformation and deliver value across core, cloud, and edge services [4] Company Overview - Rackspace Technology is recognized as a leading end-to-end hybrid and AI solutions company, capable of designing, building, and operating cloud environments across all major technology platforms [5]

Core Insights - IBM is a global leader in hybrid cloud, AI innovation, and enterprise-level digital transformation, continuously evolving since its founding in 1911 [1][10] - The company has a rich history of technological leadership, contributing significantly to computing standards and investing heavily in research and development [2][4] Key Contributions - Development of the first magnetic hard drive, pioneering mainframe computing, advances in AI through IBM Watson, innovations in quantum computing, and leadership in enterprise cloud solutions [4] IBM and Artificial Intelligence (AI) - IBM Watson, launched in 2011, has evolved into a powerful enterprise AI platform utilized across various industries such as healthcare, finance, retail, cybersecurity, and supply chain management [4] - The company emphasizes trustworthy AI, focusing on data security, transparency, and ethical development, distinguishing itself in the global AI landscape [4] Hybrid Cloud: IBM's Core Business Strategy - The acquisition of Red Hat in 2019 transformed IBM into a hybrid cloud powerhouse, combining its infrastructure with Red Hat's open-source technology [5] - Benefits of IBM's hybrid cloud include scalable infrastructure, strong security, seamless multi-cloud integration, and cost-efficient enterprise solutions, making it an ideal partner for large companies undergoing digital transformation [6] Quantum Computing: The Next Big Leap - IBM is a leader in quantum computing, a technology capable of solving complex problems beyond classical computers [7] - Achievements include the IBM Quantum System One, quantum development tools like Qiskit, and a global network of universities, corporations, and labs, aiming to make quantum computing accessible for real-world applications [8] Sustainability and Social Responsibility - IBM is committed to environmental sustainability, aiming for net-zero greenhouse gas emissions by 2030, with initiatives in smart systems for energy management, climate data analysis using AI, and responsible supply chain programs [9] Why IBM Matters Today - IBM remains relevant due to its strong enterprise trust, high focus on research and innovation, advanced cloud, AI, and quantum capabilities, and a global presence in over 170 countries [9]

Core Insights - IBM has launched the IBM Quantum Nighthawk, the most advanced quantum processor to date, which allows for 30% more complex quantum circuits compared to its predecessors [1][8] - The new quantum processor is expected to enhance algorithm complexity and could lead to significant technological advancements in the quantum ecosystem [2] - IBM is upgrading its Qiskit software platform to improve performance and accuracy, achieving a 24% increase in accuracy for circuits with over 100 qubits [3][4] Quantum Technology Developments - The IBM Quantum Nighthawk processor enhances qubit connectivity, enabling users to execute more complex quantum circuits [1] - The evolution of Qiskit from a simple SDK to a comprehensive quantum software stack aims to maximize the performance of IBM's quantum hardware [3] - The latest Qiskit version introduces a new execution model that improves error mitigation, reducing the cost of obtaining accurate results [4] Financial Performance - Over the past year, IBM's stock has increased by 50.7%, outperforming Amazon (15.5%) and Microsoft (19.8%), but lagging behind the industry average growth of 75.8% [5] - Earnings estimates for IBM have risen by 6.2% for 2025 and 7.1% for 2026, indicating positive investor sentiment [8][10] Market Position and Challenges - IBM is experiencing strong demand in hybrid cloud and AI sectors, which are expected to drive growth in its Software and Consulting segments [6] - Despite positive trends, IBM faces significant competition from Amazon Web Services and Microsoft Azure, leading to margin pressure and declining profitability [12] - The company is implementing job cuts as part of a strategy to reduce operating costs, with many positions being shifted to India [13] Strategic Outlook - IBM's focus on hybrid cloud and AI, along with improving earnings estimates, is contributing to a positive investor perception [14] - However, high operating costs and competitive pressures are challenges that could impact future profitability [15]

Core Insights - Hewlett Packard Enterprise (HPE) shares have increased by 27.7% over the past six months, which is significantly lower than the Zacks Computer - Integrated Systems industry's return of 85.9% [1][5] - HPE's forward price-to-sales ratio stands at 0.75, considerably below the industry's average of 4.91, indicating potential undervaluation [2] - The company is facing margin compression due to high costs associated with AI rack deployments and integration expenses from the Juniper Networks acquisition, which has also increased HPE's leverage to 3.1x [6][7] Financial Performance - HPE's gross margins are declining due to an unfavorable product mix across its offerings, including servers, networking, and hybrid cloud solutions [6] - The Zacks Consensus Estimate for HPE's fourth-quarter fiscal 2025 earnings is projected at 59 cents per share, reflecting a year-over-year growth of 1.72% [8][9] - Earnings estimates for the current year (fiscal 2025) are at $1.90 per share, with a projected decline of 4.52% year-over-year, while the next year's estimate is $2.36, indicating a growth of 23.95% [9] Competitive Landscape - HPE faces intense competition in the cloud and server markets from major players like Amazon, Microsoft, and Dell Technologies [10][12] - Amazon Web Services dominates the cloud services sector, while Microsoft Azure has a strong enterprise presence, particularly with AI integrations [12] - Despite the competition, HPE differentiates itself through its integration of private cloud, AI factory, and networking solutions [12] Strategic Outlook - The ongoing trade tensions between the United States and China pose a significant threat to HPE's operations [8] - Lengthening sales cycles are impacting both top and bottom-line growth, creating additional challenges for the company [8] - Given the current macroeconomic and competitive pressures, it is suggested that investors should avoid HPE stock for the time being [14]

Accessibility StatementSkip Navigation "The gap between a reactive and a deliberate cloud strategy has never been more consequential," said Nicolas Sekkaki, Global Cloud Practice Leader, Kyndryl. "With AI demanding seamless data access and governance requirements rapidly evolving, a hybrid cloud model is the differentiator that enables successful AI adoption. Organizations that design for interoperability, trust, and agility will unlock continuous innovation and integrate AI securely at scale." Key findings ...

Core Insights - IBM is recognized as one of the 15 Best DRIP Stocks to Own Right Now [1] - Melius Research reaffirmed a Buy rating on IBM, highlighting its strong prospects in quantum computing, which could generate billions in high-margin annualized revenue starting in 2029 [2] - IBM operates the largest number of quantum computers and has a promising hardware roadmap and developer engagement through its Qiskit platform [3] Quantum Computing - IBM's "Starling" series of quantum computers features a 200-qubit platform with an error correction rate that enables significant advancements in technology [3] - The company is well-positioned to lead in quantum computing due to its hardware capabilities and developer support [3] Workforce and Business Focus - IBM plans to reduce its workforce this quarter, potentially affecting thousands of employees, as it shifts focus towards its high-margin software business [3] - This decision aligns with IBM's strategy to capitalize on AI-driven cloud opportunities [3] Cloud Software Division - Recent reports indicate a deceleration in growth within IBM's key cloud software division, raising concerns among investors about its ability to capture a larger share of the cloud services market [4] - IBM emphasizes hybrid cloud and artificial intelligence as strategic priorities in its business model [4]

Core Insights - IBM Fusion has implemented one of the first NVIDIA AI Data Platform reference designs, enhancing AI-driven medical research capabilities at UT Southwestern Medical Center [1][2][4] Group 1: Technology Implementation - UT Southwestern Medical Center is the first client to deploy the NVIDIA AI Data Platform reference design with IBM Fusion, enabling large-scale training and inferencing for complex datasets [2][4] - The NVIDIA AI Data Platform integrates enterprise storage with accelerated computing, allowing for near-real-time business insights and AI-ready data processing [3][4] Group 2: Research Applications - IBM Fusion supports various deep research use cases, including drug discovery acceleration and clinical training, by unifying applications and data access across hybrid clouds [5][6] - The platform enables the creation of AI-driven patient avatars for simulating clinical scenarios, enhancing the training environment for medical students [6] Group 3: Strategic Partnerships - IBM's collaboration with NVIDIA aims to unlock hidden insights from data, enhancing AI and analytics initiatives in healthcare research [5][6] - The integration of NVIDIA BioNeMo framework with IBM Fusion allows researchers to build and train deep learning models for biomolecular discovery [6]