Core Viewpoint - The U.S. Department of Justice's settlement of its antitrust lawsuit against Juniper Networks removes a significant barrier to Hewlett-Packard Enterprise's $14 billion acquisition of Juniper, although final court approval and a public commentary phase are still pending, pushing the expected closure to Q3 2025 [2][3][4] Acquisition Details - The acquisition is part of HPE's strategy to enhance its AI-driven networking capabilities and compete more effectively with Cisco Systems, with the DOJ initially opposing the merger due to concerns over reduced competition [3] - Under the settlement, HPE will divest its Instant On wireless networking division and license Mist AIOps technology to competitors, which is a notable concession in tech mergers [3] Financial Implications - Juniper shareholders will receive $40 in cash per share upon merger completion, with current stock trading just below this value, limiting potential gains unless there are delays [4][7] - Analysts expect the merger to enhance HPE's earnings within the first year, driven by synergies from scale and integration of Juniper's AI-driven tools into HPE's Aruba Networking division [4][5] Strategic Considerations - HPE CEO views the merger as a strategic advancement, enhancing HPE's position in AI data centers, cloud ecosystems, and telecom networks, despite concerns over reduced vendor diversity for enterprise clients [5] - The success of the merger will depend on HPE's ability to integrate Juniper effectively and how competitors leverage the partial unbundling of Mist AI [5] Valuation Insights - HPE is trading at 0.9x sales and 20.2x earnings, below S&P 500 averages, but has a high price-to-free cash flow ratio of 252.7, indicating poor cash efficiency [6] - Revenue growth has been 4.5% annually over the past three years and 11.8% over the last year, but profitability remains low with operating and net margins of 7.0% and 4.6%, respectively [6][7] Future Outlook - With the DOJ hurdle resolved, Juniper stock is effectively set at $40, and attention now shifts to court approval, execution of divestitures, and signs of synergy in future earnings [7]

While still in its nascent stages, the burgeoning field of quantum computing is rapidly attracting significant investor attention due to its immense long-term economic potential, pushing stock valuations well above what near-term revenue or earnings would justify.IonQ, Inc. IONQ stands out among the frontrunners, with Cantor Fitzgerald analyst Troy Jensen initiating coverage with an Overweight rating and a $45 price forecast.IonQ’s trapped-ion approach, which supports room-temperature operations and strong ...

Barack Obama, Black Pink, Chris Martin, Richard Branson, and the late Queen of England. How are they relate to this girl on the right hand side of the picture. Have a guess.I will reveal the answer later in my talk. I've had a fancy career. In the last two decades, I built multi-million dollar private client businesses for the world's top luxury brands.My job was to grow teams that strive in relationship building with the top 1% of the luxury clients. We work very hard to create memorable customer experienc ...

Antonio Neri, HPE CEO, joins 'Money Movers' to discuss the company closing a deal to acquire Juniper Networks and potential growth from the deal. ...

SALT LAKE CITY, June 30, 2025 /PRNewswire/ -- FatPipe, Inc. (NASDAQ: FATN) ("FatPipe" or the "Company") has been added as a member of the Russell 3000E™ and Russell Microcap® Indexes, effective after the US market closed on June 27, as part of the 2025 Russell Indexes annual reconstitution. Dr. Ragula Bhaskar, CEO of FatPipe Inc., comments: "We are honored to be included in the Russell Microcap® Index and the Russell 3000E™ Index, which marks another milestone in our journey as a public company. This comes ...

Agent deployments can be dicey, especially at first. This session goes over all the things that cause headache with deployments from serverless issues to networking issues - and how we fix them. About Rick Blalock Seasoned founder with exit. Developer at night and during the day if I can fit it in meetings... Scaled a mobile developer platform from hundreds to 800,000 developers. Successfully started and sold a fisheries platform & app to the world's largest fishing app with 15m+ users, and then led that co ...

Key Takeaways IONQ is leading in quantum networking with full-stack integration from hardware to communication protocols. Buyouts like Lightsynq and Capella boost IONQ's reach in long-distance and space-based quantum networking. IONQ stock is up 61% in 3 months, with 2025 revenue growth estimated at 97.3% and narrower projected losses.IonQ, Inc. (IONQ) has long positioned itself as more than a quantum computing company—it is building a full-stack quantum ecosystem. From the outset, the firm architected it ...

Order represents the first deployment of Actelis' advanced GigaLine solutions with major US telecom carrier, demonstrating growing market recognition of the Company's innovative ultra-low-power hybrid-fiber technology in the MDU market; Order lays the ground for potential significant expansion and followon orders FREMONT, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ:ASNS) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid deployment networking solutions for Io ...

Company Overview - FatPipe, Inc. is a pioneer in enterprise-class, application-aware, secure software-defined wide area network (SD-WAN) solutions, providing high levels of reliability, security, and optimization for Wide Area Networks (WANs) [1] - The company holds 12 U.S. patents related to multipath, software-defined networking, and its products are sold by over 200 resellers worldwide [3] Event Announcement - Dr. Ragula Bhaskar, Chairman and CEO of FatPipe, will present at the virtual Northland Capital Markets Growth Conference on June 25, 2025 [2] - Interested participants are encouraged to contact their Northland Capital Markets sales representative for additional details and meeting opportunities [2]

](https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F substack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8548d7b7-c5bb-483d-86e6-4bb 490857628_622x415.png) [ [ ](https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F substack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F594137b2-3caf-4495-9f20-6932 bf6d377d_624x456.png) TLDR · NVIDIA's Strategic Dominance Through Integration: NVIDIA's early recognition of AI's unique network ...