Key Takeaways Seagate benefits from AI-driven storage demand, HAMR growth and nearline capacity booked through 2026.IBM is focusing on hybrid cloud, AI software, and consulting, with generative AI business surpassing $12.5B.STX surged 346% in a year while IBM fell 0.9%, reflecting different growth and valuation profiles.The global data explosion driven by AI, cloud computing, IoT and analytics is reshaping the enterprise storage industry. Organizations are generating unprecedented volumes of data, and the n ...

Lectra: availability of 2025 Annual Financial Report Paris, March 27, 2026 - Lectra announces that its 2025 Annual Financial Report has been released and filed with the French Financial Markets Authority (Autorité des marchés financiers). The 2025 Annual Financial Report containing the Parent company and consolidated financial statements, the Management Report, the Corporate Governance Report and the Sustainability Report is now available in the ESEF format (European Single Electronic Format) and in PDF ve ...

Welcome back to Market on Close. I'm Sam Bis here at the Schwab network live from the New York Stock Exchange. So, there's perhaps no IPO more highly anticipated than that of Elon Musk's SpaceX.As investors await the official confirmation it goes public, there are ways to invest in outer space. So, joining us now to discuss that is Andrew Channon, CEO and co-founder at Procure AM. Significance of SpaceX IPO is really dominating this whole market right now.just talk to us before we get to your ETF about just ...

Key Takeaways AEIS benefits from strong semiconductor demand, with 2025 segment revenues up 6% year over year. AEIS launched 26 new products in 2025, expanding its reach across semiconductor and industrial markets. AEIS expects Q1 2026 revenues near $500M, driven by AI, data centers and industrial demand. Advanced Energy (AEIS) is benefiting from strong semiconductor growth, which positions the company for further upside. Growth in the semiconductor market is driven by strong customer demand for EVOS, eVere ...

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-a ...

The Zacks Electronics - Manufacturing Machinery industry players like Kulicke and Soffa Industries (KLIC) , Ultra Clean Holdings (UCTT) and Veeco Instruments (VECO) are benefiting from increased demand for highly complex semiconductors due to the rapid proliferation of high-performance computing, artificial intelligence (AI), smartphones, the Internet of Things, augmented reality and virtual reality. AI-enabled applications continue to drive the demand for advanced logic and high-bandwidth memory products. ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Huaqin Co., Ltd. 華勤技術股份有限公司 (the "Company") (A joint stock company incorporated in the People's Republic of China w ...

Core Viewpoint - PTC has updated its fiscal 2026 free cash flow expectations following the divestiture of its Kepware and ThingWorx businesses, with a focus on utilizing the majority of free cash flow for share repurchases [1][4][5]. Financial Updates - Estimated net after-tax transaction proceeds from the divestiture are now $375 million, an increase of $10 million from the previous estimate of $365 million [1]. - Cash taxes related to the transaction are now expected to be approximately $110 million, down $15 million from the prior estimate of $125 million [2]. - Divestiture-related costs are now expected to be approximately $40 million, up $5 million from the prior estimate of $35 million [2]. - Transaction proceeds from the sale were $523 million, which is $2 million below the prior estimate of $525 million due to working capital and indebtedness adjustments [2]. Free Cash Flow Guidance - Post-divestiture free cash flow guidance for fiscal 2026 has been raised to $850 million, which is $10 million higher than the previous estimate of $840 million [5][6]. - Cash inflows from the transition services agreement (TSA) with TPG are expected to largely offset the absence of cash flow from Kepware and ThingWorx in fiscal 2026, but create an estimated $70 million free cash flow headwind in fiscal 2027 [5][7]. Capital Allocation - PTC intends to use the majority of its free cash flow for share repurchases, targeting total buybacks of $1.125 to $1.225 billion [4][12]. - The company is no longer including Kepware and ThingWorx in its guidance for annual recurring revenue (ARR) [8][9]. Tax and Operating Expenses - PTC expects its cash tax rate to migrate toward its GAAP P&L tax rate over the midterm, with fiscal 2026 cash taxes projected between $130 million to $150 million and fiscal 2027 cash taxes between $180 million to $220 million [10][16]. - Non-GAAP operating expenses are expected to grow at roughly half the rate of ARR, indicating ongoing efficiencies and potential reallocation of investment [11].

The increasing demand for business process outsourcing (BPO), driven by its flexibility and reduced costs, aids the Zacks Outsourcing industry. The upsurge in data encryption and cybersecurity risks necessitates the need to pivot toward outsourcing. Trends like the Internet of Things (IoT), cloud computing, Artificial Intelligence (AI) and Machine Learning (ML) are transforming the sector.Investors can consider Capgemini SE (CGEMY) and Adecco Group AG (AHEXY) from the Outsourcing market.About the Industry O ...

Company Overview - Counterpoint Research is a global market research firm focused on the technology ecosystem, providing services to clients ranging from smartphone OEMs to chip manufacturers and large tech companies [2] - The company has offices in major global innovation hubs, manufacturing centers, and business cities, with a team of experienced analysts covering various roles [2] - Core research areas include AI, automotive electronics, consumer electronics, displays, eSIM, IoT, positioning platforms, macroeconomics, manufacturing, networking and infrastructure, semiconductors, smartphones, and wearables [2] Business Consultation - Contact information for business inquiries includes Arron Zhu, Sales Manager, reachable at +86 18565629175 or via email at arron.zhu@counterpointresearch.com [3] - For media interviews, Nianhang Wei, Marketing Manager, can be contacted at +86 18684912207 or via email at nianhang@counterpointresearch.com [3]