Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Industry Overview - The Zacks Computer - Networking industry is poised for growth driven by advancements in cloud computing, network security, big data, and next-gen connectivity, particularly with the rapid adoption of AI technology [1][2] - The proliferation of AI workloads and hyperscale data centers is leading to increased investments in high-speed interconnects, optical networking, and Ethernet switches [1] - The deployment of 5G technology is enhancing the Internet of Things (IoT), Advanced Driver Assistance Systems, AR/VR devices, and 5G smartphones, thereby increasing demand for robust networking infrastructure [1] Trends Influencing the Industry - The explosion of AI workloads necessitates significant upgrades in observability infrastructure, increasing the demand for innovative networking products [2] - The rapid deployment of 5G technology is expected to boost growth prospects, with substantial investments required to upgrade core fiber backhaul networks [5] - The upcoming Wi-Fi 7 upgrade cycle is anticipated to drive momentum in the industry, addressing Wi-Fi spectrum shortages and supporting a higher number of connected devices [6] Company Performance - NetScout Systems reported a 15% year-over-year revenue increase to $219 million in Q2 of fiscal 2026, driven by demand across enterprise and service provider markets [20] - Digi International achieved a 9% year-over-year revenue growth of $114 million in fiscal 2025, with a 31% surge in Annual Recurring Revenue (ARR) to $152 million [28] - Lantronix reported a 3% year-over-year revenue increase to $29.8 million in Q1 of fiscal 2026, with significant growth in its unmanned aerial systems segment [34] Stock Market Performance - The Zacks Computer - Networking industry has outperformed the S&P 500 Composite and the broader Zacks Computer and Technology sector, gaining 33.4% over the past year compared to the sector's 23.9% and the S&P 500's 12.9% [11] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 22.45X, slightly below the S&P 500's 22.78X and the sector's 27.8X [14] Future Outlook - The Zacks Industry Rank for the Computer - Networking industry is 38, placing it in the top 16% of over 243 Zacks industries, indicating bright near-term prospects [9] - Companies in the industry are focusing on innovation in networking technologies, including network virtualization and Software-Defined Networking, to meet the growing demand for secure infrastructure [4]

The Zacks Wireless National industry appears to be combating high capital expenditures for infrastructure upgrades, tariff uncertainty, supply-chain disruptions due to the prolonged Russia-Ukraine war, Middle East tensions and high customer inventory levels. However, the industry is likely to benefit in the long run from a fast-track 5G deployment and extensive fiber densification.  Amid this backdrop, Cogent Communications Holdings, Inc. (CCOI) , ATN International, Inc. (ATNI) and Cambium Networks Corporat ...

Toronto, Ontario--(Newsfile Corp. - November 20, 2025) - Clear Blue Technologies International Inc. (TSXV: CBLU) the Smart Off-Grid™ Company, today announces that it will provide a corporate update and also report financial results for its third quarter 2025 on Wednesday, November 26, 2025, after the market closes. Clear Blue will host a conference call on Thursday, November 27th, at 11:00 a.m. Eastern Time, to review these developments and discuss its outlook moving into 2026. Those interested can registe ...

Nov 20, 2025 7:17 AM Eastern Standard Time Blackline Safety Named to 2025 Deloitte Technology Fast 500 List Share Company ranked among fastest-growing companies in North America for the fourth time Blackline Safety is one of 114 Canadian companies, and one of eight Albertan companies, to be recognized in the 2025 Deloitte Technology Fast 500 list. CALGARY, Canada--(BUSINESS WIRE)--Blackline Safety Corp. (TSX: BLN), a global leader in connected safety technology, today announced it has been named to the 2025 ...

Accessibility StatementSkip Navigation CHANGZHOU, China, Nov. 19, 2025 /PRNewswire/ -- EZGO Technologies Ltd. (Nasdaq: EZGO) ("EZGO" or "we," "our," or the "Company"), a leading short-distance transportation solutions provider in China, today announced that on November 7, 2025, its board of directors approved a reverse split of its ordinary shares on a one-for-twenty-five basis (the "Reverse Share Split"), and a change in par value of its ordinary shares to no par value. The Company's ordinary shares will b ...

About Crossfire Media Crossfire Media, co-publishers of IoT Evolution, is an integrated marketing company with a core focus on future trends in technology. We service communities of interest with conferences, tradeshows, webinars and newsletters. Crossfire Media has a partnership with Technology Marketing Corporation (TMC) to produce events and websites related to disruptive technologies. Crossfire Media is a division of Crossfire Consulting, a full service Information Technology company based in New York. ...

Digi International Inc. (NASDAQ:DGII) reported better-than-expected fourth-quarter financial results on Wednesday.Digi Intl reported quarterly earnings of 56 cents per share which beat the analyst consensus estimate of 51 cents per share. The company reported quarterly sales of $114.338 million which beat the analyst consensus estimate of $110.248 million.Digi Intl said it sees first-quarter adjusted earnings of 53 cents to 58 cents per share, versus market estimates of 52 cents per share. The company expec ...

Digi International Inc. (NASDAQ:DGII) reported better-than-expected fourth-quarter financial results on Wednesday.Digi Intl reported quarterly earnings of 56 cents per share which beat the analyst consensus estimate of 51 cents per share. The company reported quarterly sales of $114.338 million which beat the analyst consensus estimate of $110.248 million.Digi Intl said it sees first-quarter adjusted earnings of 53 cents to 58 cents per share, versus market estimates of 52 cents per share. The company expec ...

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries NVIDIA Corp. (NVDA) - NVIDIA is a leader in generative AI-powered GPUs, benefiting from a booming data center business driven by strong demand from hyperscalers and enterprise customers [7][8]. - The company has an expected revenue growth rate of 33% and earnings growth rate of 40% for the next year, with a consensus estimate for earnings improving by 0.6% over the last 30 days [9]. - The short-term average price target indicates a potential increase of 20.8% from the last closing price of $193.80, with a maximum upside of 80.6% and a downside of 48.4% [10]. Dell Technologies Inc. (DELL) - Dell is experiencing strong demand for AI servers, securing $8.2 billion in AI server orders in the last quarter, which has built a strong backlog [11][12]. - The expected revenue growth rate is 7% and earnings growth rate is 18.4% for the next year, with a consensus estimate for earnings improving by 1.2% over the last 30 days [14]. - The short-term average price target suggests a potential increase of 17.9% from the last closing price of $140.71, with a maximum upside of 42.1% and a downside of 7.6% [14]. Palantir Technologies Inc. (PLTR) - Palantir's AI strategy integrates its Foundry and Gotham platforms, promoting AI adoption across government and commercial sectors, particularly in defense and healthcare [15][16]. - The expected revenue growth rate is 41.1% and earnings growth rate is 43% for the next year, with a consensus estimate for earnings improving by 20.9% in the last 30 days [19]. - The short-term average price target indicates a potential increase of 4.6% from the last closing price of $184.17, with a maximum upside of 38.5% and a downside of 72.9% [19]. Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong growth in its Scores and Software segments, with advancements in credit modeling enhancing predictive accuracy [20][21]. - The expected revenue growth rate is 19.7% and earnings growth rate is 31.3% for the current year, with a consensus estimate for earnings improving by 3.6% in the last 30 days [22]. - The short-term average price target suggests a potential increase of 12% from the last closing price of $1,777.91, with a maximum upside of 35% and a downside of 41.1% [22]. Guidewire Software Inc. (GWRE) - Guidewire is benefiting from its cloud platform, winning 19 deals in the fourth quarter, including significant contracts with Tier 1 insurers [23][24]. - The expected revenue growth rate is 16.3% and earnings growth rate is 12.8% for the current year, with a consensus estimate for earnings improving by 1.7% in the last 60 days [25]. - The short-term average price target indicates a potential increase of 24.5% from the last closing price of $200.97, with a maximum upside of 51.8% and a downside of 20.4% [25].