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MongoDB Needs To Set A Bold New Path In Q3 (Rating Downgrade) (NASDAQ:MDB)
Seeking Alpha· 2025-11-17 16:01
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.After a rough start to the year, MongoDB (NASDAQ: MDB ) has staged a magnificent comeback when it reported one of the most glorious beats in revenue and earnings growth last quarter. Essentially, whatAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...
MongoDB Needs To Set A Bold New Path In Q3 (Rating Downgrade)
Seeking Alpha· 2025-11-17 16:01
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.After a rough start to the year, MongoDB (NASDAQ: MDB ) has staged a magnificent comeback when it reported one of the most glorious beats in revenue and earnings growth last quarter. Essentially, whatAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...
Penguin Solutions Releases ICE ClusterWare Management Software 13.0 for Optimizing AI Infrastructure
Businesswire· 2025-11-17 16:00
Core Insights - Penguin Solutions has launched ICE ClusterWare software 13.0, which addresses critical challenges in AI and HPC by enhancing cluster performance and secure resource provisioning [2][4][10] - The new software features built-in anomaly detection and auto-remediation, ensuring peak performance and operational excellence for AI as a core business function [3][4][5] Performance Optimization - The software includes patent-pending technology that continuously monitors for performance degradation, automatically isolating underperforming nodes and initiating real-time remediation [4][5] - This proactive approach reduces administrative burdens and prevents unplanned downtime, significantly shortening model training times by minimizing restarts and work loss [4][5] Multi-Tenancy Capabilities - ICE ClusterWare 13.0 introduces optional network-isolated multi-tenancy, allowing organizations to securely share GPU clusters among different departments or projects [5][7] - This feature provides dedicated subclusters, enabling tenants to manage their workloads independently while ensuring data security and operational segregation [5][7] Market Relevance - The advancements in ICE ClusterWare are crucial for cloud service providers, enterprises, and research institutions that require high levels of security and resource isolation [7] - The general availability of ICE ClusterWare software 13.0 is scheduled for December 2, 2025, with a webinar planned for December 17, 2025, to discuss its features [8][10]
Adobe Vs Oracle: Which Stock To Break Out?
Forbes· 2025-11-17 15:55
Oracle stock dropped -29% in the previous month. You may feel inclined to increase your investment, or you might consider decreasing your exposure. However, there is a completely different viewpoint you could be overlooking. Is there a superior alternative? It appears that its counterpart, Adobe, offers more.SAN FRANCISCO, CA - OCTOBER 22: Oracle co-founder and Chairman Larry Ellison delivers a keynote address during the Oracle OpenWorld on October 22, 2018 in San Francisco, California. The Oracle co-founde ...
Software Stocks Brushes Off Mizuho Upgrade
Schaeffers Investment Research· 2025-11-17 15:54
Core Viewpoint - Rubrik Inc (NYSE:RBRK) is experiencing a slight decline in stock price despite receiving an upgrade to "outperform" from "neutral" by Mizuho, which believes the stock is undervalued and possesses competitive strengths compared to peers [1] Group 1: Stock Performance - Rubrik's stock is currently trading at $70.93, down 0.9% in the morning session [1] - The stock has increased by 60% year-over-year, indicating strong performance despite recent struggles [2] - Support has been established at the $70 price level, with significant moving averages above [2] Group 2: Options Activity - There has been a notable increase in call options activity, with the 10-day call/put volume ratio ranking higher than 87% of readings from the past year [2] Group 3: Short Interest - Short interest in Rubrik has risen by 2.4% in the latest reporting period, now accounting for 8.6% of the stock's available float [3][4] - At the current average daily trading pace, it would take over three days for short sellers to cover their positions [3][4]
DoubleVerify to Participate in Upcoming Investor Conferences
Businesswire· 2025-11-17 15:51
NEW YORK--(BUSINESS WIRE)--DoubleVerify ("DV†) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced that Mark Zagorski, CEO, and/or Nicola Allais, CFO, will participate in the following investor conferences: RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference Tuesday, November 18th, 2025 (fireside chat at 9:20 a.m. ET) Raymond James TMT and Consumer Conference Monday, December 8th, 2025 (fireside chat at. ...
Is Open Text (OTEX) a Great Value Stock Right Now?
ZACKS· 2025-11-17 15:47
Core Viewpoint - The article emphasizes the importance of value investing and highlights Open Text (OTEX) as a strong value stock based on its favorable valuation metrics and earnings outlook [1][3][6]. Value Investing - Value investing is a popular strategy that focuses on identifying undervalued stocks through traditional analysis of key valuation metrics [2]. - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly in the "Value" category [3]. Open Text (OTEX) Analysis - Open Text (OTEX) currently holds a Zacks Rank of 2 (Buy) and an A grade for Value, indicating it is among the strongest value stocks available [3]. - OTEX has a Price-to-Sales (P/S) ratio of 1.64, significantly lower than its industry's average P/S of 4.33, suggesting it may be undervalued [4]. - The company also has a Price-to-Cash Flow (P/CF) ratio of 8.67, which is attractive compared to the industry's average P/CF of 22.40. Over the past year, OTEX's P/CF has fluctuated between 4.55 and 8.83, with a median of 6.00 [5]. - These valuation metrics indicate that OTEX is likely undervalued, supported by a strong earnings outlook, making it an impressive value stock at present [6].
Here's Why Open Text (OTEX) is Poised for a Turnaround After Losing 13.7% in 4 Weeks
ZACKS· 2025-11-17 15:36
Open Text (OTEX) has been beaten down lately with too much selling pressure. While the stock has lost 13.7% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price ...
Aalo Atomics Collaborates With Microsoft to Advance AI-driven Solutions in Nuclear
Businesswire· 2025-11-17 15:32
Core Insights - Aalo Atomics has partnered with Microsoft to leverage generative AI for streamlining nuclear energy permitting processes, marking a significant advancement in clean-energy infrastructure development [1][3][4] Collaboration and Innovation - The collaboration aims to integrate Microsoft's Generative AI for Energy Permitting Solution Accelerator to enhance regulatory and operational workflows in Aalo's nuclear manufacturing and deployment programs [3][5] - Aalo Atomics has addressed three major challenges in the nuclear industry by utilizing AI to simplify, accelerate, and transform the licensing, construction, and operation of energy systems [4][5] Achievements and Recognition - The project received global recognition at Microsoft's annual Hackathon, winning two awards for its impact and technological advancement [4] - Aalo Atomics is expanding the Generative AI for Permitting Solution Accelerator to include AI agents, which will contribute to the development of a digital super-operator platform for energy systems [5] Industry Context - Permitting is identified as a significant bottleneck in nuclear deployments, and the integration of Microsoft Azure AI Foundry aims to convert regulatory complexities into actionable intelligence [6] - Aalo Atomics is pioneering clean, scalable energy solutions through its sodium-cooled reactors, with its flagship product, the Aalo Pod, designed to deliver 50 MWe of carbon-free power [6]
Is Appian The AI Play Investors Have Completely Missed?
Yahoo Finance· 2025-11-17 15:26
Glowing blue diamond on a digital circuit board conveys a “hidden gem,” highlighting undervalued high-tech assets. Key Points Shares of Appian have surged following blowout earnings, but many analysts and investors remain skeptical. The company's latest AI platform launch has reignited interest, positioning Appian as a genuine contender in the enterprise AI space. If the stock can hold onto its gains through the rest of the month, a long-overdue re-rating may be underway. Interested in Appian Corporat ...