Dell Technologies (DELL) shares are cheap, as suggested by a Value Score of B. The DELL stock is trading at a significant discount with a forward 12-month P/E of 11.51X compared with the Computer and Technology sector's 23.15X. P/E Ratio (Forward 12 Months) Image Source: Zacks Investment Research YTD DELL Stock Price Performance Image Source: Zacks Investment Research The recent drop in the share price is largely due to broader market weakness. Investor sentiment has soured amid rising trade tension, with a ...

Clarivate PLC (CLVT) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this company would post earnings of $0.20 per share when it actually produced earnings of $0.21, delivering a surprise of 5%.Over the last four quarters, the company has su ...

Core Viewpoint - Lenovo is positioning itself in the AI era by launching the "Tianxi Personal Super Intelligent Agent" integrated into various AI terminals, aiming to enhance user experiences across work, study, and daily life scenarios [1][3]. Group 1: Product Launches - Lenovo introduced multiple AI terminal products featuring the Tianxi Personal Super Intelligent Agent, including the ThinkPad X1 Carbon 2025 Aura AI version, which boasts a thickness of 14.37mm and a battery life of up to 18 hours [4]. - The ThinkPad T14p 2025 AI version is equipped with Intel's new Ultra 9 processor, achieving 99 TOPS of local computing power, enhancing coding and data analysis efficiency [5]. - The ThinkCentre neo Ultra 2025 AI version is designed for high-load tasks, capable of handling complex data computations and model training [5]. Group 2: AI Applications and Features - The Think AI terminals incorporate five key applications: AI search for direct results, multimodal AI translation, a knowledge base for managing materials, AI tuning for device control, and AI services for image diagnosis and recommendations [3]. - The thinkplus meeting solutions include the T86 Pro meeting tablet with 4K camera and voice localization technology, enhancing collaboration and meeting documentation [6]. Group 3: Legal AI Strategy - Lenovo launched the "Lenovo Legal Intelligent Agent Strategy," which includes eight functional modules aimed at improving efficiency in legal work, such as dispute resolution and compliance management [7]. - The first product under this strategy is the "Lenovo Fasi AI Legal Assistant," developed in collaboration with Turing Law, designed to support lawyers throughout the litigation process [7][8].

Company Performance - C3.ai, Inc. (AI) closed at $22.58, showing a slight decrease of -0.04% from the previous day's closing price, underperforming the S&P 500's gain of 0.06% [1] - Over the past month, C3.ai's shares have increased by 3.58%, contrasting with the Computer and Technology sector's decline of 5.52% and the S&P 500's drop of 4.29% [1] Upcoming Financial Results - The upcoming earnings report for C3.ai is expected to show an EPS of -$0.20, which represents an 81.82% decrease compared to the same quarter last year [2] - Revenue is forecasted to be $108.31 million, indicating a growth of 25.08% year-over-year [2] Full-Year Estimates - For the full year, Zacks Consensus Estimates predict earnings of -$0.45 per share and revenue of $388.39 million, reflecting year-over-year changes of +4.26% and +29.65%, respectively [3] - Recent changes in analyst estimates for C3.ai indicate a positive outlook regarding the company's business and profitability [3] Zacks Rank and Industry Performance - C3.ai currently holds a Zacks Rank of 2 (Buy), with the Zacks Rank system showing a strong historical performance, particularly for 1 stocks which have averaged an annual return of +25% since 1988 [5] - The Computers - IT Services industry, part of the Computer and Technology sector, ranks in the top 37% of all industries, suggesting strong performance potential [6]

Microsoft President Brad Smith speaks during signing ceremony of cooperation agreement between the Polish Ministry of Defence and Microsoft, in Warsaw, Poland, February 17, 2025.The U.S. cannot afford to fall behind China in the race to a working quantum computer, Microsoft President Brad Smith wrote Monday.President Donald Trump and the U.S. government need to prioritize funding for quantum research, or China could surpass the U.S., endangering economic competitiveness and security, Smith wrote."While most ...

Investment Plans - IBM announced plans to invest $150 billion in the United States over the next five years, with $30 billion specifically allocated for research and development to enhance manufacturing of mainframe and quantum computers [1][2][4] Strategic Positioning - The investment aims to solidify IBM's position as a leader in advanced computing and AI capabilities, as stated by IBM chairman and CEO Arvind Krishna [2][4] Industry Context - Other corporate giants like Apple, Nvidia, and Hyundai have also revealed significant spending plans in the U.S. since the return of President Trump to the White House, indicating a broader trend among major companies to invest domestically [3] - The investment comes amid a backdrop of tariff hikes aimed at encouraging U.S. companies to bring manufacturing back home, although many tariffs have been put on hold due to concerns about their impact on the economy [3]

智通财经APP获悉，IBM(IBM.US)计划在未来五年内在美国投资1500亿美元。在唐纳德·特朗普总统当 选并发出关税威胁后，众多公司纷纷宣布投资计划，IBM也加入了这一行列。 IBM在周一发布的一份声明中表示，这项计划中的投资包括300多亿美元用于大型主机和量子计算机的 研发。作为美国最大的科技雇主之一，IBM称其目标是推动经济发展，并"巩固其作为全球计算领域领 导者的地位"。 自特朗普当选以来，从苹果公司(AAPL.US)到礼来公司(LLY.US)等众多企业都制定了投资计划，准备投 入数十亿美元扩大在美国的制造业规模。不过，其中许多计划在特朗普就职前就已在筹备之中，或者与 此前的支出趋势紧密相关。 IBM首席执行官阿尔温德·克里希纳在声明中表示："自114年前创立以来，我们一直专注于美国的就业 和制造业。通过这项投资和制造承诺，我们将确保IBM始终处于全球最先进的计算和人工智能能力的核 心地位。" 在过去五年里，IBM全球研发支出约为336亿美元，同期总运营支出为1418亿美元。 IBM称，其大型机系统(构成许多大型企业后端基础设施的服务器)在美国纽约州北部制造。本月早些时 候，IBM推出了其最新款大型 ...

Core Viewpoint - Roper Technologies reported quarterly earnings of $4.78 per share, exceeding the Zacks Consensus Estimate of $4.73 per share, and showing an increase from $4.41 per share a year ago, indicating a positive earnings surprise of 1.06% [1] Financial Performance - The company achieved revenues of $1.88 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.27%, and up from $1.68 billion in the same quarter last year [2] - Over the last four quarters, Roper Technologies has consistently surpassed consensus EPS estimates four times and revenue estimates three times [2] Stock Performance - Roper Technologies shares have increased approximately 7.3% since the beginning of the year, contrasting with the S&P 500's decline of 6.1% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $4.80 for the coming quarter and $19.87 for the current fiscal year, alongside expected revenues of $1.91 billion and $7.74 billion respectively [7] - The estimate revisions trend for Roper Technologies is currently mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Computers - IT Services industry, to which Roper Technologies belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Investment Plans - IBM plans to invest $150 billion in the U.S. over the next five years to boost the economy and enhance its position as a global leader in computing [1] - The investment reflects IBM's long-standing commitment to American jobs and manufacturing, as stated by CEO Arvind Krishna [2] Company Background - IBM was founded in 1911 and has a history of innovations that have significantly impacted various sectors, including the U.S. social security system and the Apollo Program [3] - The company manufactures high-performance mainframe computers in Poughkeepsie, New York, which are crucial for global economic transactions, with over 70% of the world's transactions by value processed through IBM mainframes [3] Financial Performance - IBM reported first-quarter 2025 earnings with revenue of $14.5 billion [6] - The company's shares have increased by 12% this year, outperforming the S&P 500 index, which has declined nearly 9% [8] - IBM forecasts June-quarter revenue between $16.40 billion and $16.75 billion, exceeding analysts' average estimate of $16.33 billion [8] Future Outlook - The company maintains a positive outlook on long-term growth opportunities in technology and the global economy, despite a fluid macroeconomic environment [11]

Core Insights - IBM plans to invest $150 billion in America over the next five years to enhance its role in global computing and stimulate the economy [1] - The investment includes over $30 billion dedicated to research and development for mainframe and quantum computer manufacturing in the U.S. [1] - IBM emphasizes its commitment to American jobs and manufacturing, aiming to maintain its leadership in advanced computing and AI capabilities [1] Investment and Economic Impact - The investment is expected to create new economic opportunities in the U.S. and globally, reinforcing IBM's commitment to innovation [4] - IBM's mainframes, manufactured in Poughkeepsie, New York, handle over 70% of the world's transactions by value, highlighting their critical role in the economy [2] Quantum Computing Initiatives - IBM operates the world's largest fleet of quantum computer systems, with plans to continue designing and assembling these systems in America [3] - Quantum computing is identified as a significant technological shift that will address problems beyond the capabilities of conventional computers, enhancing American competitiveness and national security [3] - IBM's Quantum Network provides access to quantum systems for nearly 300 Fortune 500 companies and has over 600,000 active users [3]