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Hewlett Packard Enterprise: Downgrade To Hold On Growth Concerns
Seeking Alpha· 2025-12-22 16:05
Core Insights - Hewlett Packard Enterprise Company (HPE) is a technology firm recognized for its servers and computer hardware, and it has diversified into cloud and AI computing [1] Group 1: Company Overview - HPE has expanded its business model beyond traditional hardware to include cloud and AI solutions, reflecting a broader trend in the technology sector [1] Group 2: Investment Focus - The article emphasizes a focus on income investing through various financial instruments, including common shares, preferred shares, and bonds, indicating a strategic approach to investment [1]
“We’re Gonna See Seagate (STX) Go Up,” Says Jim Cramer
Yahoo Finance· 2025-12-22 12:18
Core Insights - Seagate Technology Holdings plc (NASDAQ:STX) has seen its shares increase by 243% year-to-date, making it one of the strongest performers in the market for 2025 [2] - Analysts have shown increased optimism towards Seagate, with Morgan Stanley raising its price target to $337 from $270 and maintaining an Overweight rating, while Citi increased its target to $320 from $275 [2] - The optimism is driven by expectations that AI-driven content creation will boost demand for storage devices as data generators are likely to retain data longer for future model training [2] Analyst Commentary - Jim Cramer has discussed Seagate multiple times, acknowledging the remarkable gains but expressing that the company is not a growth company [2][3] - Cramer believes that while Seagate may see price increases, other AI stocks may offer greater potential for higher returns with limited downside risk [3]
“We’re Gonna See Western Digital (WDC) Go Up,” Says Jim Cramer
Yahoo Finance· 2025-12-22 12:18
Core Insights - Western Digital Corporation (NASDAQ:WDC) has seen its shares increase by 287% year-to-date, making it a top performer in its sector [2] - Analysts have recently focused on Western Digital, with Morgan Stanley raising its price target to $228 from $188 and maintaining an Overweight rating [2] - Citi also raised its price target for Western Digital to $200 from $180, citing increased demand for storage products due to extended data retention times [2] Analyst Coverage - Morgan Stanley's analysis indicates a division in the sector, with some companies benefiting from optimism surrounding AI [2] - Citi estimates a compounded annual growth rate (CAGR) of 20% for enterprise hard disk drive demand through 2029 [2] Jim Cramer's Commentary - Jim Cramer expressed optimism about Western Digital's potential for growth, although he suggested that some AI stocks may offer higher returns with limited downside risk [3]
寅谱计算发布KLEENE 智控技术和新型个人工作站Hilbert
Huan Qiu Wang· 2025-12-22 08:13
【环球网科技综合报道】近日,寅谱计算(Infplane Computing)正式发布系列底层技术产品,包括计算机主板智控技术KLEENE以及结合SSD的AI推理加速 技术。同时,寅谱计算展示了搭载主板智控技术的桌面计算机Infplane Personal Workstation:Hilbert,该计算机为寅谱计算规划的"桌面超算"系列的初代产 品,将于2026年登录北美市场,并为寅谱计算预计于2026年7月发售的AMD平台新计算机产品进行市场预热。 寅谱计算CTO熊巍谈到,随着 AI 进入推理与工程化落地阶段,算力正在成为新的基础资源,而系统级调度、能效管理与持续稳定输出,正在成为决定个人 计算体验的关键变量。 现场,Hilbert 以 KLEENE 主板智控系统生成的策略运行多项主流基准测试,展示了KLEENE系统级协同下的综合性能表现(测试结果受具体配置、软件版 本与测试环境影响,数据仅供参考):CineBench R23 42.8k、3DMark-CPU 14566、V-Ray GPU 2166、V-Ray CPU 44866、Corona 10 13.5M、AIDA64 CPU (FP64)50777 ...
Here's how 6 Americans became 401(k) millionaires
Yahoo Finance· 2025-12-18 21:47
Mary Woulf was 22, a single mother and a college dropout. She went to a temp agency for a receptionist job. She did well on the test, so the agency sent her to its best client, a national mortgage lender. “I was only supposed to be there for three months,” she said. She stayed for 13 years. Early on, one of Woulf’s colleagues sat her down. “They knew I was just a single mom and trying to work hard,” she said. The mentor told her about the company’s 401(k) program. “They said, ‘One day you might have a ...
国产万卡超集群真机亮相 中科曙光发布scaleX系统
Huan Qiu Wang· 2025-12-18 10:17
【环球网科技报道 记者 李文瑶】12月18日,在昆山举办的光合组织2025人工智能创新大会(HAIC2025)上,中科曙光正式发布并展示了全球领先的大规模 智能计算系统——scaleX万卡超集群,这也是国产万卡级AI集群系统首次以真机形式亮相。 "scaleX万卡超集群,是曙光发挥大型计算机系统研制经验优势,面向万亿参数大模型、科学智能等复杂任务场景打造的大规模智能算力基础设施方案"。中 科曙光高级副总裁李斌表示,面对人工智能基础设施对性能、效率、可靠性、可扩展性等方面的极致需求,scaleX万卡超集群在超节点架构、高速互连网 络、存储性能优化、系统管理调度等方面实现了多项创新突破,部分技术与能力已超越海外同类产品研发路线图的2027年NVL576里程节点。 该超集群具备以下几大核心技术优势: 一是首创单机柜级640卡超节点。scaleX万卡超集群由16个曙光scaleX640超节点通过scaleFabric高速网络互连而成,可实现10240块AI加速卡部署,总算力规 模超5EFlops。作为世界首个单机柜级640卡超节点,scaleX640采用超高密度刀片、浸没相变液冷等技术,将单机柜算力密度提升20倍,P ...
Is Dell Technologies Stock Underperforming the Dow?
Yahoo Finance· 2025-12-18 06:23
Valued at $89.9 billion by market cap, Dell Technologies Inc. (DELL) operates as one of the largest laptop and PC companies in the world. The Round Rock, Texas-based PC designer operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. Its operations span numerous countries across the Americas, Indo-Pacific, and EMEA. Companies worth $10 billion or more are generally described as "large-cap stocks." Dell fits right into that category, reflecting its significant pres ...
U.S. Stocks Move Sharply Lower Amid Renewed Tech Weakness
RTTNews· 2025-12-17 21:12
Market Overview - Major stock indices experienced a decline, with the Nasdaq falling by 418.14 points (1.8%) to 22,693.32, the S&P 500 down by 78.83 points (1.2%) to 6,721.43, and the Dow decreasing by 228.29 points (0.5%) to 47,885.97 [2] - The decline was attributed to renewed weakness in stocks, particularly in the tech sector, highlighted by Oracle's significant drop [2] Company-Specific Developments - Oracle's stock plummeted by 5.4% to a six-month closing low following a report that its largest data center partner, Blue Owl Capital, would not support a $10 billion deal for a new facility in Michigan, although Oracle stated the project is still progressing [3] - Other major tech companies, including Nvidia, Broadcom, and Advanced Micro Devices, also experienced notable declines [3] Sector Performance - Semiconductor stocks faced severe losses, with the Philadelphia Semiconductor Index dropping by 3.8% [4] - The NYSE Arca Computer Hardware Index fell by 3.1%, indicating considerable weakness in computer hardware stocks [4] - Networking stocks also declined significantly, while sectors outside of tech, such as airlines, brokerages, and housing, showed notable weakness [4] Energy Sector - In contrast, energy stocks performed strongly as crude oil prices rebounded from their lowest levels since early 2021, following President Trump's order for a blockade of sanctioned oil tankers in Venezuela [5] International Markets - In the Asia-Pacific region, stocks mostly rose, with Japan's Nikkei 225 Index increasing by 0.3% and China's Shanghai Composite Index jumping by 1.2% [6] - European markets showed mixed results, with the U.K.'s FTSE 100 Index up by 0.9%, while the French CAC 40 Index fell by 0.3% and the German DAX Index decreased by 0.5% [6] Bond Market - Treasuries showed a lack of direction, closing roughly flat, with the yield on the benchmark ten-year note slightly increasing to 4.151% [7] Future Outlook - Trading on Thursday is expected to be influenced by a report on consumer price inflation and its implications for interest rates [8]
U.S. Stocks Come Under Pressure After Early Move To The Upside
RTTNews· 2025-12-17 16:23
After moving to the upside early in the session, stocks have come under pressure over the course of the trading day on Wednesday. The major averages have pulled back well off their highs of the session and into negative territory.Currently, the major averages are just off their lows of the session. The Nasdaq is down 286.80 points or 1.2 percent at 22,824.66, the S&P 500 is down 52.86 points or 0.8 percent at 6,747.40 and the Dow is down 100.22 points or 0.2 percent at 48,014.04.The pullback seen as the da ...
How to get $1,000 for your child through the new Trump account program
Yahoo Finance· 2025-12-17 12:02
Core Insights - The article discusses the introduction of "Trump Accounts," a new savings initiative aimed at providing financial support for children, particularly targeting lower-income families [1][6][30] Group 1: Program Overview - Trump Accounts will offer a one-time $1,000 contribution from the U.S. Treasury for eligible children born between January 1, 2025, and December 31, 2028 [24][29] - The program requires parents to fill out IRS Form 4547 to establish an account, which may deter participation due to the complexity of tax paperwork [3][6][31] - Contributions to Trump Accounts cannot be made before July 4, 2026, and the accounts will be limited to investments in broad U.S. equity index funds with low fees [5][27] Group 2: Participation and Enrollment - Automatic enrollment, similar to 401(k) plans, is not currently available for Trump Accounts, which may lead to lower participation rates [1][6] - Research suggests that participation could reach 40% to 50% with significant promotional efforts, but may decline if awareness is low [2][9] - The program aims to encourage families to save for their children's future, with additional contributions possible from family members and charitable organizations [28][29] Group 3: Financial Implications - The Dells have committed $6.25 billion to support Trump Accounts, providing an additional $250 for eligible children in specific ZIP codes [17][20] - The annual contribution limit for Trump Accounts is set at $5,000 per child, with cost-of-living adjustments after 2027 [29] - The initiative is seen as a potential tool for building long-term financial security and addressing wealth inequality among families [20][30]