Key Takeaways DLR benefits from robust data center demand fueled by cloud, IoT and Big Data growth.The company's 308 global data centers serve 5,000 customers across diverse markets.DLR's liquidity and development pipeline support continued expansion and portfolio strength.Digital Realty (DLR) is well-positioned for growth with decent leasing activity amid robust demand for data centers, a diverse tenant roster, accretive buyouts, development efforts and balance sheet strength.Last week, Digital Realty anno ...

Supermicro (SMCI) stock has gained steam, surging over 35% over the past month as the company’s growth rate is expected to accelerate. The rebound comes after a post-earnings slump, when slowing sales momentum and lower-than-expected outlook briefly cooled enthusiasm for one of the market’s favorite AI hardware plays. SMCI Stock: From Post-Earnings Slump to Renewed Optimism Notably, Supermicro has seen its sales and earnings skyrocket thanks to artificial intelligence (AI)-driven demand. Its high-perform ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures pulling back this morning. That's after the S&P 500 closed at a record high. Tech stocks fueling the rally after AMD signed a deal worth tens of billions of dollars with Open AI.We are seeing now a recovery in futures this morning. Still little changed. Meanwhile, gold pulling back from a record high.The precious metal has surged. Actually, no, it is n ...

This company is essential to the success of Nvidia and nearly every other major chipmaker.Nvidia is arguably the king of Wall Street these days. As the maker of high-performing graphics processing units (GPUs) that power artificial intelligence (AI) programs and large language models, Nvidia's stock price exploded in the last three years, up nearly 1,500%. The company now boasts a market capitalization of $4.6 trillion, making it the biggest company in the world by valuation, and it seems to be a lock to re ...

Core Insights - Walmart is implementing ambient IoT sensors in its US supply chain to enhance tracking of grocery pallet deliveries, aiming to improve efficiency and accuracy [1][2] - The initiative is a collaboration with Wiliot, with plans to deploy 90 million sensors by the end of 2025, marking the first large-scale implementation of ambient IoT in the retail industry [2][3] Group 1: Implementation Details - The sensors are currently operational at 500 Walmart locations and will expand to 4,600 stores by 2026, including all Walmart Supercentres and Neighbourhood Markets [2] - The initiative will also cover over 40 distribution centers across the US, enhancing visibility and real-time insights into the supply chain [2][4] Group 2: Technology and Impact - Wiliot's IoT Pixels will provide detailed supply chain data, enabling automated alerts and reducing manual tasks, thus supporting faster operational decisions [3] - The collaboration aims to optimize Walmart's supply chain, allowing for smarter inventory decisions and addressing challenges in retail regarding inventory tracking [5] Group 3: Workforce and Growth - Walmart has increased its revenue by $150 billion since 2020 without expanding its workforce, employing 2.1 million people globally [4] - The initiative is designed to empower associates with real-time insights, enhancing overall efficiency and responsiveness within the supply chain [3][4]

Key Points An upgrade cycle could take Qualcomm higher even as its contract with Apple ends in 2027. Other business segments appear to be set to pick up the slack. 10 stocks we like better than Qualcomm › Among the longtime stalwarts in the semiconductor industry that lead the way in artificial intelligence (AI), not many have struggled more than Qualcomm (NASDAQ: QCOM). Qualcomm remains the leading innovator in the smartphone chipset market, and it has incorporated AI features into its latest phon ...

备 受 行 业 瞩 目 的 "2025 电 子 半 导 体 产 业 创 新 发 展 大 会 暨 国 际 电 子 电 路 （ 大 湾 区 ） 展 览 会 （ 简 称 CPCA Show Plus）"，将于 2025年10月28日至30日 在 深圳国际会展中心（宝安） 盛大启幕！ 本届展会以 "创新驱动 芯耀未来" 为核心主题，既延续往届展会在行业内的专业口碑与国际影响 力，更在展示规模、内容深度与前沿技术呈现上实现全面升级，持续为电子电路与半导体产业链上 下游企业搭建高效链接、深度交流、协同合作的优质平台，助力产业共享 AI 时代发展机遇。展会 汇聚超 300 家知名展商，展品范围覆盖 PCB 制造全流程，从印制电路板、半导体、封装基板及陶 瓷基板，到电子电路供应链、智能制造等，为企业提供一站式采购与合作对接服务。 扫码即可注册参会 AI时代PCB产业 整合解决方案聚链湾区 当人工智能掀起技术革命，智能汽车、物联网加速融入生活，电子电路作为"电子工业重要基石"的 地位愈发凸显，已融入全球科技生态之中，并得到了前所未有的巨大发展。2025年上半年，中国 PCB制造业保持了强劲增长，营收规模约1830亿元人民币，同 ...

QUALCOMM Incorporated (NASDAQ:QCOM) is among the 11 Best Semiconductor Stocks with Huge Upside Potential. QCraft has opened its European headquarters in Germany and partnered with QUALCOMM Incorporated (NASDAQ:QCOM) to expedite the implementation of next-generation intelligent driving solutions on the Snapdragon Ride™ platform. QCraft Globalizes With European HQ And Collaborates With Qualcomm Morningstar analysts predict that QUALCOMM Incorporated (NASDAQ:QCOM)’s licensing business (QTL) and chip busines ...

Core Insights - Comcast is shifting its growth strategy towards enterprise technology, leveraging artificial intelligence to diversify and capture higher-value opportunities as traditional cable and media businesses face slower expansion [1][4] - The MachineQ unit is a key component of this strategy, providing AI-powered insights and transforming raw sensor data into actionable intelligence for enterprises [2][5] Competitive Positioning - Comcast's MachineQ differentiates itself by offering a fully integrated, end-to-end IoT service that simplifies adoption and provides real-time AI insights, competing against major players like Amazon, Microsoft, and Cisco [3][5] - Amazon has established a strong position in enterprise IoT with AWS IoT Core, while Microsoft and Cisco have also enhanced their offerings with AI-driven features [3] Investment Outlook - The expansion of MachineQ indicates Comcast's ambition to diversify beyond its core media and broadband business, aiming to tap into enterprise technology budgets [4] - Success will depend on scaling adoption and demonstrating efficiency gains for customers, positioning MachineQ as a potential long-term growth lever [4]

Core Viewpoint - Edgewater Wireless Systems Inc. reported its financial results for Q1 FY2026, highlighting progress in its Spectrum Slicing technology, securing non-dilutive funding, and enhancing capital structure flexibility [1][4]. Financial Summary - As of July 31, 2025, Edgewater reported cash of C$622,753, with current assets of C$909,936 and current liabilities of C$1,623,803, resulting in a working capital deficiency [4]. - The company recorded a net loss of C$359,956 for the quarter, with a basic and diluted loss per share of C$0.002, driven by operating expenses of C$359,736 [4][6]. Business Highlights - The company executed a capital-efficient plan focusing on its Spectrum Slicing silicon/IP strategy and strengthening ecosystem engagement [2]. - Edgewater received approximately C$921,000 from the FABrIC program, contributing to a C$2.4 million development project [5]. - The company completed the packaging of its RF front-end and initiated prototyping of an Arm-powered AI subsystem [5]. Capital Structure and Funding - Edgewater received TSXV approval to extend the maturity of its 2022 unsecured convertible debentures from September 1, 2025, to September 1, 2027, with an acceleration provision if the VWAP reaches C$0.18 for 10 consecutive trading days [5]. Outlook and Priorities - The company aims to commercialize Spectrum Slicing through silicon/IP licensing and reference designs, with near-term priorities including advancing baseband and AI subsystems and deepening service-provider engagements [7].