Key Takeaways QMCO introduced the DXi T-10-240 and T-10-480, the first 1U NVMe deduplication appliances up to 480TB. New models enable rapid backup and restore, ideal for edge sites, DevOps and ransomware protection. Pay-as-you-grow licensing allows flexible capacity expansion without system disruption or added costs.Quantum Corporation (QMCO) has unveiled two new high-capacity models in its all-flash DXi T-Series data protection line: the DXi T-10-240 and DXi T-10-480. These models represent the industry ...

Key Takeaways Tecogen supports VRT's cooling in power-constrained AI deployments. NVIDIA, Intel and Compass alliances drive VRT's AI infrastructure expansion. VRT revenues rose 24.2% in Q1; Q2 guidance implies around 20% growth.Vertiv (VRT) is a key enabler of global AI infrastructure, offering integrated power and thermal solutions for high-density compute environments. As AI workloads grow, Vertiv is deepening ecosystem partnerships to enhance delivery, boost efficiency and expand global reach.Strategic ...

Synopsys (SNPS) shares ended the last trading session 3.6% higher at $569.1. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 14.6% gain over the past four weeks.The optimism surrounding the stock is largely due to strong momentum in AI and HPC is fueling growth across Synopsys’ product segments. Synopsys.ai, VSO.ai, and ASO.ai are gaining adoption due to productivity improvements.This maker of software used to test ...

并自行承担投资风险华创证券不应使用本次内容所导致的任何损失承担任何责任专家发言内容仅代表专家个人观点不代表本公司观点本次会议内容不得涉及国家保密信息内幕信息未公开重大信息商业秘密个人隐私不得涉及可能引发不当炒作或股价异常波动的敏感信息 不得涉及影响社会或资本市场稳定的言论未经华创证券事先书面许可任何机构或个人不得以任何形式复制刊载转载转发引用本次会议内容否则由此造成的一切后果及法律责任由该机构或个人承担本公司保留追究其法律责任的权利市场有风险投资需谨慎 好的非常感谢会助理各位投资者大家晚上好我们今天晚上的话是开一个 关于鸿蒙PC的一个电话会因为我们在5月8日华为的首次媒体见面日其实我们针对于华为的PC全自研的这种PC已经做过一次电话会的讲解但当时的话主要是针对MacBook Pro今天我们可以看到这样一块产品做了一个介绍 今天在5月19日的下午2点半我们也是线上和线下 线下成都也是深度参与了发布会的一些情况现场还是非常的热烈的我们看到今天也发布了我们认为应该说是一款划时代的一个产品 尤其是这个Netbook Fold这块产品还是非常的令人震惊的所以的话今天晚上我们开这个电话会我们是希望从几个维度我们来更新和介 ...

截至2025年7月16日 10:39，计算机ETF(159998)多空胶着，盘中换手4.45%，成交1.50亿元。跟踪指数中 证计算机主题指数(930651)下跌0.01%。成分股方面涨跌互现，千方科技(002373)领涨3.52%，中国长城 (000066)上涨2.73%，电科数字(600850)上涨2.01%；石基信息(002153)领跌5.40%，恒生电子(600570)下 跌2.08%，萤石网络(688475)下跌1.72%。 值得一提的是，计算机ETF(159998)获资金大举布局，截至目前，该基金申购份额已达1.3亿份！ | | 计算机ETF 159998 | 家 | | --- | --- | --- | | | | 土〇八郎 | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 101 | 2 | | 全额 | 0 | O | | 份额 | 1.30亿 | 1200万 | 截至7月15日，计算机ETF(159998)近1周累计上涨2.69%；计算机ETF(159998)最新规模达33.51亿元，创 成立以来新高；计算机ETF(159998)近1周份额增长4320.00万份，实现显著增 ...

BigBear.ai Holdings, Inc. (BBAI) closed the most recent trading day at $7.10, moving +2.6% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.4% for the day. Elsewhere, the Dow saw a downswing of 0.98%, while the tech-heavy Nasdaq appreciated by 0.18%. Prior to today's trading, shares of the company had gained 67.15% outpaced the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97%.Market participants will be closely following the financ ...

Group 1: Stock Performance - Commvault Systems (CVLT) closed at $166.73, down 1.68% from the previous day, underperforming the S&P 500 which lost 0.4% [1] - Over the past month, shares of Commvault Systems have decreased by 9.58%, while the Computer and Technology sector gained 6.34% and the S&P 500 gained 4.97% [1] Group 2: Upcoming Earnings - Commvault Systems is set to release its earnings report on July 29, 2025, with projected earnings per share (EPS) of $0.97, reflecting a 14.12% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $268.63 million, up 19.57% from the same quarter last year [2] Group 3: Full Year Projections - For the full year, the Zacks Consensus Estimates project earnings of $4.14 per share and revenue of $1.13 billion, indicating increases of 13.42% and 13.97% respectively from the previous year [3] Group 4: Analyst Estimates - Recent changes to analyst estimates for Commvault Systems indicate positive sentiment regarding the company's business operations and profit generation capabilities [4] - The Zacks Rank system, which reflects these estimate changes, currently ranks Commvault Systems as 1 (Strong Buy) [6] Group 5: Valuation Metrics - Commvault Systems has a Forward P/E ratio of 40.96, which is a premium compared to the industry average Forward P/E of 25.74 [7] - The Computer - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 30, placing it in the top 13% of over 250 industries [7]

Group 1 - Super Micro Computer, Inc. (NASDAQ: SMCI) is showing signs of improvement in technical performance despite concerns regarding its fundamentals [1] - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to assist investors in building diversified portfolios [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Super Micro Computer, Inc. [1]

Key Takeaways ANSS and Synopsys have cleared all global regulatory hurdles to finalize their $35B merger by mid-July. ANSS shareholders will receive $197 in cash and 0.3450 Synopsys shares for each ANSS share held. The combined firm will offer a full-stack platform to accelerate AI-driven design and system innovation.ANSYS, Inc. (ANSS) and Synopsys, Inc. are set to finalize their highly anticipated merger on or about July 17, 2025, following approval from all required regulatory authorities. Earlier, on J ...

Key Takeaways UIS signed large DSS deals in Q1, including 380K devices across 14 countries for a global tech client. DWS revenues fell 7.5% YoY due to lower field service volumes and weak discretionary project demand. UIS trades at just 0.14x forward P/S, with FY26 EPS expected to more than double from 2025.Unisys Corporation (UIS) is witnessing robust bookings across its Digital Workplace Solutions (DWS) segment, thanks to the market's ongoing focus shift toward AI-driven solutions. It is actively invest ...