分组1: Dell Technologies - Dell's stock is up over 10% despite a volatile market, marking a significant performance in the tech sector [1] - The company reported an EPS of $3.89, a 45% increase from $2.68 last year, and beat estimates of $3.52 [2][3] - Sales increased by 39% year-over-year to $33.3 billion, surpassing the expected $31.9 billion, compared to nearly $24 billion last year [3] - Infrastructure services grew by 73%, and the server business saw a remarkable 123% increase [3] - Dell has raised its guidance for the server business for AI computing to 103% for the full fiscal year 2027, with EPS guidance increased to $2.90 from $2.39 [4] 分组2: CoreWeave - CoreWeave reported a negative EPS of $0.56, missing the estimate of $0.50, but achieved a sales growth of 110% to $1.57 billion [5] - Total revenues for the year reached $5.1 billion, up 168% year-over-year, with guidance for sales between $12 billion and $13 billion [6] - The current contract backlog is reaffirmed at $67 billion, but the market is punishing stocks that are not profitable [7] 分组3: Zscaler - Zscaler's stock has decreased by about 37% over the last six months, despite a strong earnings report [8] - The company reported an EPS of $1.00, up 29% from $0.78 last year, beating the estimate of $0.89, with sales of $815 million, a 26% increase [9] - Free cash flow guidance increased by 18%, and average recurring revenue guidance rose to $3.74 billion [10] - Despite a good report, Zscaler faces challenges due to competitive threats from AI and is trading at high earnings multiples of 35 to 40 times forward earnings [11]

Remember Daft Punk's "Harder, Better, Faster, Stronger"? The market has focused on the "faster" factor (Nvidia's GPUs, for example), but it also needs "harder" factors: data, storage, and physical capacity. Without those, nothing works. Without Seagate, todayI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I co ...

Key TakeawaysFederal Reserve officials signaled a "wait and see" approach, maintaining interest rates in the 3.5% to 3.75% range as they evaluate the impact of AI-driven productivity and persistent inflation.Nvidia (NVDA) has yet to ship any H200 AI chips to China, according to U.S. Commerce Department officials, despite a policy shift in December allowing for case-by-case export reviews.HP Inc (HPQ) warned of prolonged memory chip volatility, with rising DRAM and NAND prices expected to impact margins thro ...

Novanta Announces Financial Results for the Fourth Quarter and Full Year 2025-# Novanta Announces Financial Results for the Fourth Quarter and Full Year 2025Share---- Full Year 2025 Adjusted Diluted EPS was $3.29, and Adjusted EBITDA was $221 million- Full Year 2025 GAAP Revenue increased 3% to $981 million, and GAAP Diluted EPS was $1.47- Fourth Quarter 2025 Adjusted Diluted EPS was $0.91, increased 20%, and Adjusted EBITDA was $61 million, increased 17%- Fourth Quarter 2025 GAAP Revenue increased 9% to $2 ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 17, Citi lowered its price target on Dell Technologies Inc. (NYSE:DELL) to $160 from $165 while maintaining a Buy rating, reflecting broader hardware sector multiple adjustments amid mixed end-demand commentary ahead of fourth-quarter earnings. During its fiscal 2026 third-quarter earnings call, Dell Technologies Inc. (NYSE:DELL) provided constructive forward guidance. For the fourth quarter, revenue is pro ...

Keysight Introduces Infiniium XR8 Oscilloscopes to Accelerate High-Speed Digital Validation and ComplianceFeb 19, 2026 11:00 AM Eastern Standard Time# Keysight Introduces Infiniium XR8 Oscilloscopes to Accelerate High-Speed Digital Validation and ComplianceShare---Next-generation architecture delivers faster analysis, clearer insights, and a compact design to turn days of digital validation into hoursThe Infiniium XR804KA Real-Time Oscilloscope, powered by Keysight's new Infiniium 2026 software platform, de ...

Core Insights - Keysight Technologies has introduced a new portfolio of scale-up validation solutions aimed at helping AI data center operators tackle challenges related to bandwidth, latency, and interoperability as AI infrastructure scales [1] Group 1: Product Offerings - The new solutions support both emerging and established interconnect standards, including UAlink™200G, PCIe® 7.0, PCIe® 6.0, PCIe® 5.0, and CXL™ 3, facilitating faster deployment of high-performance AI infrastructure [1] - Keysight's Receiver Conformance Test Software for UALink 200G accelerates validation of UALink™ 200 Gb/s interfaces, integrating with the M8050A 120 Gbd High-Performance BERT and Infiniium UXR Real-Time Oscilloscope for comprehensive testing [1] - The PCIe 7.0 Transmitter Test solution enables compliance testing at speeds up to 128GT/s, addressing the growing demand for ultra-high bandwidth interconnects in AI and machine learning workloads [1] - Keysight's PCIe 6.0 Protocol Compliance Test Suite provides end-to-end validation at speeds up to 64 GT/s, streamlining compliance testing for next-generation designs [1] - The CXL 3 Protocol Exerciser and Analyzer Test Solution expands memory capacity and bandwidth, enabling efficient resource utilization across heterogeneous compute platforms [1] - The PCIe 5.0 Protocol Link and Transaction Compliance Solution, certified by PCI-SIG, accelerates standards-based validation for high-density compute environments [1] Group 2: Market Context - Rapid adoption of AI is driving unprecedented demand for high-density compute, real-time data movement, and low-latency memory access, making reliable validation of high-speed interconnects critical [1] - As hyperscalers and enterprises scale up AI infrastructure, the need for efficient and interoperable high-bandwidth, low-latency interconnects becomes increasingly important [1] - Keysight's solutions aim to help the industry validate performance, energy efficiency, and reliability across standards before deployment, addressing the challenges posed by the rapid growth of AI demand [1]

Quick Read Technology Select Sector SPDR (XLK) concentrates 39% of assets in three stocks: NVIDIA, Apple and Microsoft. XLK outperformed SPY by 35 percentage points over five years through concentrated tech exposure. XLK declined 3.06% through mid-February 2026 while SPY remained flat during sector rotation. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. If you want to own a piece of the tech sect ...

Through One Simple Rebalancing Method[Austin Smith | 2 hours ago The SPDR NYSE Technology ETF (NYSEARCA:XNTK) offers something most tech ETFs don't: equal-weighted exposure to the full technology spectrum. While…]## This Mid-Cap Growth ETF Delivers 11.5% Returns Without Betting 40% of Your Portfolio on Seven Tech Stocks[Michael Williams | Jan 17, 2026 at 8:22 AM EST The Magnificent Seven stocks now represent 35% to 40% of the S&P 500, creating historically high concentration risk. SPDR S&P…]## XLC Holds 46% ...

Mesh Optical Technologies, a startup building hardware to move information at high speeds within data centers, raised a $50 million funding round led by Josh Kushner’s Thrive Capital. SpaceX alum and Mesh CEO Travis Brashears discusses the company’s plans to scale manufacturing of its technology in the US. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde ...