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]

Core Viewpoint - C3.ai, Inc. has experienced a significant decline in stock value, underperforming key industry benchmarks, and facing challenges in sustaining recent performance levels due to economic uncertainties and operational losses [1][3]. Group 1: Stock Performance - C3.ai shares have dropped 40.8% year to date, compared to a 14.9% decline in the Zacks Computer & Technology sector and a 17% decrease in the Zacks Computers - IT Services industry [3]. - The current stock price reflects a 54.8% discount from its 52-week high of $45.08 and a 19.7% premium to its 52-week low of $17.03 [4]. Group 2: Financial Estimates - The Zacks Consensus Estimate for C3.ai's fiscal 2025 and 2026 loss per share has improved to 45 cents (from 62 cents) and 46 cents (from 55 cents), respectively, indicating a positive shift in analysts' sentiment [7]. - For fiscal 2025 and 2026, the sales growth estimates are 29.7% and 22.4%, respectively [8]. Group 3: Strategic Partnerships - C3.ai's partnerships with major tech companies like Microsoft and Amazon are crucial for revenue generation, with 71% of fiscal third-quarter agreements facilitated through partner engagements [9][11]. - The collaboration with Microsoft has led to 28 new deals across nine industries, with sales cycles shortened by approximately 20% [9]. - The partnership with Amazon's AWS focuses on delivering advanced enterprise AI solutions, while a new relationship with McKinsey's QuantumBlack aims to combine strategic consulting with C3.ai's technology [10]. Group 4: Revenue Growth - C3.ai reported total revenues of $98.8 million for the third quarter of fiscal 2025, marking a 26% year-over-year increase, with subscription revenue growing 22% to $85.7 million [15]. - Revenue from software demonstration licenses reached $28.6 million, significantly contributing to overall revenue [15]. Group 5: Valuation and Investment Outlook - C3.ai is trading at a slight premium relative to its industry but at a discount to historical metrics, with a forward 12-month price-to-sales (P/S) ratio of 5.71X, compared to the sector's 5.39X [16]. - The current stock decline presents an attractive buying opportunity, supported by strong fundamentals, strategic partnerships, and leadership in Generative and Agentic AI [18].

Core Viewpoint - Grid Dynamics (GDYN) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with earnings expected to be $0.09 per share, reflecting a +28.6% change, and revenues projected at $98.29 million, up 23.1% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for May 1, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Grid Dynamics is lower than the consensus estimate, resulting in an Earnings ESP of -11.11%, indicating a bearish outlook from analysts [10]. - The stock currently holds a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Grid Dynamics exceeded the expected earnings of $0.10 per share by delivering $0.12, resulting in a +20% surprise [12]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [13]. Industry Comparison - Unisys (UIS), another player in the IT Services industry, is expected to report a significant decline in earnings per share of $0.24, reflecting a -700% year-over-year change, with revenues projected at $441 million, down 9.6% from the previous year [17]. - The consensus EPS estimate for Unisys has been revised 260% lower in the last 30 days, resulting in an Earnings ESP of 0.00%, combined with a Zacks Rank of 3, indicating uncertainty in predicting a beat on the consensus EPS estimate [18].

Core Insights - HP Inc. and the HP Foundation have selected 8 nonprofit organizations in Greece, Indonesia, Nigeria, and Spain for the 2025 Digital Equity Accelerator, providing each with a USD $100,000 grant, HP technology valued at approximately USD $100,000, and six months of virtual training to enhance capacity and promote digital inclusion [2][3][7] - The Digital Equity Accelerator aims to address a $1 trillion-plus digital divide that restricts billions from accessing education and economic opportunities, thereby empowering disconnected adolescents and adults with necessary tools and training for success in a digital world [3][11] Summary by Category Program Overview - The Digital Equity Accelerator is a joint initiative by HP Inc. and the HP Foundation, designed to help nonprofits scale digital equity programs for disconnected communities, ultimately powering the future of work [7][11] - Since its inception, the Accelerator has supported 27 organizations, expanding their reach to over 9 million individuals across various countries [7][10] Selected Nonprofits - The selected organizations include: - **Socialinnov** in Greece, which has trained over 40,000 individuals in digital skills [8] - **The Smile of the Child (TSoC)**, supporting over 2.2 million people with resources and technology [8] - **Solve Education Foundation** in Indonesia, focusing on empowering youth with 21st-century skills through an AI-powered learning platform [8] - **Markoding**, which has empowered over 35,000 women with STEM training and job opportunities [8] - **AlmaNatura Foundation** in Spain, revitalizing rural areas through education and employment initiatives [13] Commitment to Digital Equity - HP's commitment to digital equity includes a goal to accelerate digital equity for 150 million people by 2030, reflecting its dedication to bridging the digital divide and fostering economic inclusion [11]

Dynatrace (DT) ended the recent trading session at $42.90, demonstrating a +1.73% swing from the preceding day's closing price. This move lagged the S&P 500's daily gain of 2.51%. Meanwhile, the Dow gained 2.66%, and the Nasdaq, a tech-heavy index, added 2.71%.Coming into today, shares of the software intellegence company had lost 16.78% in the past month. In that same time, the Computer and Technology sector lost 12.18%, while the S&P 500 lost 8.86%.Analysts and investors alike will be keeping a close eye ...

Investors with an interest in Computers - IT Services stocks have likely encountered both Endava PLC Sponsored ADR (DAVA) and Epam (EPAM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions ...

以下文章来源于TrendForce集邦 ，作者TrendForce 美国为全球最大笔电单一市场，约占总需求30%，即便短期内关税暂缓有助品牌出货，但 TrendForce集邦咨询预期终端价格上调的可能性非常高，恐将抑制消费与商用换机需求。 目前品牌厂正密切关注美国与各国家间的关税协商进展，若美国最终对东南亚地区征收的关税能 控制在10%至20%之间，或有助缓解厂商成本压力和稳定市场信心。但若后续谈判未达成一致，下 半年笔电售价调涨与需求疲弱恐将无法避免，届时2025年笔电品牌出货年增率恐将反转，下探 至-2.1%。 TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 【TrendForce】 根据TrendForce集邦咨询最新调查，尽管美国暂缓推迟征收对等关税90天，为笔 电品牌提供短暂的喘息空间，但整体市场仍受制不确定性因素的影响。 品牌自2024年底开始提前扩大备货规模，推升2024 ...

Company Performance - SoundHound AI, Inc. closed at $7.83, reflecting a +0.84% change from the previous day, outperforming the S&P 500's gain of 0.13% [1] - Over the past month, the company's shares have decreased by 21.22%, underperforming the Computer and Technology sector's loss of 9.27% and the S&P 500's loss of 6.3% [1] Upcoming Earnings - The company is expected to report an EPS of -$0.07, indicating stability compared to the same quarter last year [2] - Revenue is projected to be $30.21 million, representing a significant increase of 160.62% from the same quarter last year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict an EPS of -$0.16 and revenue of $165.76 million, reflecting increases of +84.62% and +95.72% respectively from the previous year [3] Analyst Sentiment - Recent revisions in analyst estimates are crucial as they often indicate near-term business trends, with positive revisions suggesting optimism about the company's profitability [3][4] - The Zacks Rank system, which evaluates these estimate changes, currently assigns SoundHound AI, Inc. a rank of 3 (Hold) [5] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 89, placing it in the top 36% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - ASGN Inc is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of surpassing expectations in previous quarters [1][6]. Earnings Performance - ASGN Inc has consistently exceeded earnings estimates, averaging a 5% beat over the last two quarters [2]. - In the last reported quarter, ASGN Inc achieved earnings of $1.28 per share, surpassing the Zacks Consensus Estimate of $1.23 per share by 4.07% [3]. - In the previous quarter, the company reported earnings of $1.43 per share against an expected $1.35 per share, resulting in a surprise of 5.93% [3]. Earnings Estimates and Predictions - There has been a favorable shift in earnings estimates for ASGN Inc, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that ASGN Inc has a nearly 70% chance of delivering a positive surprise [7]. - Currently, ASGN Inc has an Earnings ESP of +0.35%, reflecting increased analyst optimism regarding its near-term earnings potential [9].

生态构建，绝非一朝一夕之功，更非一己之力可成。与传统电脑相比，鸿蒙电脑还是个新事物，必然面 临软件适配难、硬件兼容难、用户习惯转变难、开发者积极性待提高等问题。这迫切需要产业链各环 节、各领域协同创新，以用促进，不断完善优化，为鸿蒙生态添砖加瓦，为我国电脑产业开辟新天地。 鸿蒙电脑将带来全新体验。鸿蒙操作系统的分布式软总线技术堪称一大亮点，这项技术就像一条虚拟的 高速公路，连接着电脑与手机、平板等各种智能设备，实现资源共享和交互等。不仅打破了传统设备间 的数据孤岛，也带来了流畅度、传输速率、多任务处理效率等协同体验的提升，在办公场景优势明显。 此外，鸿蒙操作系统以安全性著称，也将赋予鸿蒙电脑更多自主可控的安全体验。 我国电脑市场正处于转型调整期。尽管整体市场增长有所放缓，但细分市场和高性能电脑的需求依然强 劲。在消费领域，随着技术进步与产品创新，消费者对电脑性能、外观、便携性等要求不断提升，刺激 更新换代需求。在商用领域，企业数字化转型进程加速，办公自动化、数据处理分析、线上协作等工作 对电脑依赖程度加深。当前，人工智能与电脑融合正开启新的增长机遇，电脑市场远未饱和。鸿蒙电脑 的加入，将为市场注入新活力，重塑 ...