Core Insights - Cisco Systems and Dell Technologies are leading providers of AI-powered enterprise infrastructure solutions [2][3] - The demand for AI infrastructure is driving significant growth in both companies, with Cisco securing over $1 billion in AI infrastructure orders and Dell shipping $1.8 billion in AI servers in Q1 [9][13] - IDC projects AI infrastructure spending to exceed $200 billion by 2028, with a significant portion allocated to servers with embedded accelerators [4] Company Performance - Cisco's stock has appreciated 16.2% year to date, while Dell's shares have increased by 11% [5] - Cisco's security business is thriving, with strong demand for its security solutions and a growing customer base [11][12] - Dell's PowerEdge XE9680L AI-optimized server is in high demand, contributing to a healthy backlog of $14.4 billion [13] Market Trends - Global IT spending is forecasted to reach $5.61 trillion by 2025, with data center systems expected to grow by 23.2% [4] - Enterprises with large-scale hyperscale data centers will account for over 70% of spending on AI-optimized servers by 2025 [4] Valuation and Investment Appeal - Dell Technologies is considered undervalued with a Price/Sales ratio of 0.81X compared to Cisco's 4.61X [18] - Dell holds a Zacks Rank 1 (Strong Buy), while Cisco has a Zacks Rank 3 (Hold), indicating a stronger investment appeal for Dell [21][22]

Vancouver, British Columbia--(Newsfile Corp. - July 7, 2025) - HYPER BIT TECHNOLOGIES LTD. (CSE: HYPE) (OTC Pink: HYPAF) (FSE: N7S0) (the "Company" or "Hyper Bit") announces that it has executed a Loan Agreement with an arm's length lender to be allocated towards the purchase of an initial ten (10) ElphaPex DG1+ Miners for the mining of Dogecoin ("DOGE") and Litecoin ("LTC") as previously announced on May 7th, May 16th, 2025, and May 20th. The ElphaPex DG1+ miners will be installed and professionally manag ...

TruGolf Holdings, Inc Portable Launch Monitor, LaunchBox, Available Globally on July 1st This new portable Launch Monitor by TruGolf is simple to use, compatible with PC and iOS Devices, and utilizes advanced hyper-speed camera technology to measure ball data inside and outdoors. Salt Lake City, Utah, June 30, 2025 (GLOBE NEWSWIRE) -- TruGolf Holdings, Inc. (NASDAQ: TRUG), a leading golf technology company, has announced that its highly anticipated portable launch monitor, LaunchBox, will be available g ...

Key Takeaways DELL's ISG revenues rose 12% in Q1 FY26, led by strong AI and traditional server demand. Servers and networking revenues climbed 16% to $6.32 billion, fueling ISG's overall growth. APEX platform and AI-optimized servers are central to DELL's multi-cloud and AI strategy.Dell Technologies (DELL) is expanding its cloud services through its infrastructure solutions and rich partner base that provides essential hardware and services that support cloud environments. Through its APEX platform, the ...

Core Insights - Super Micro Computer (SMCI) has introduced Direct Liquid-Cooled, Building Block Solutions (DCBBS) to enhance data center efficiency for AI and high-performance computing (HPC) workloads [1][8] - The DCBBS is designed to support higher-wattage CPUs and GPUs while minimizing reliance on traditional air-cooling systems [2] - The introduction of DCBBS is expected to drive revenue growth in SMCI's server and storage system segment, which has already seen a 19% year-over-year increase in Q3 of fiscal 2025 [3] Revenue Growth and Future Prospects - SMCI anticipates significant revenue contributions from DCBBS, with projected revenues of $22.12 billion in 2025 and $30.2 billion in 2026, reflecting year-over-year growth of 48% and 36.33% respectively [4] - The company is well-positioned to lead in the transition towards sustainable and high-performance data centers, capitalizing on the growing demand for AI and HPC infrastructure upgrades [4] Competitive Landscape - SMCI's DCBBS faces competition from Hewlett Packard Enterprise (HPE) and Dell Technologies, both of which offer liquid cooling solutions [5][6] - HPE provides liquid-cooled HPC and AI servers, while Dell's solutions are designed to be modular and customizable, enhancing deployment efficiency [6] - Despite the competition, SMCI's fully integrated, rack-scale, plug-and-play design offers a competitive advantage [6] Stock Performance and Valuation - SMCI shares have increased by 46.7% year-to-date, outperforming the Zacks Computer-Storage Devices industry, which grew by 2.8% [7] - The company trades at a forward price-to-sales ratio of 0.85X, significantly lower than the industry average of 1.7X, indicating potential undervaluation [9] Earnings Estimates - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings suggests a year-over-year decline of 6.33%, while fiscal 2026 estimates indicate a growth of 35.75% [10] - Recent revisions in earnings estimates for fiscal 2025 and 2026 have been downward in the past 60 days [10]

The Zacks Oil and Gas - Drilling industry is feeling the squeeze as shifting market dynamics challenge even the most seasoned players. Despite their vital role in energy development, the industry faces headwinds from contracting delays, soft gas prices, and broader macro uncertainty. The group's Zacks Industry Rank sits near the bottom, reflecting shrinking earnings estimates and lagging stock performance. Offshore drillers face risks from premature rig reactivation, while land-based operators remain expose ...

Key Takeaways UIS is driving growth in Digital Workplace via Device Subscriptions Service to meet client IT needs. In 1Q25, UIS signed deals covering 380,000 and 21,000 devices with global and biotech clients. New partners, Easy Vista and Freshworks, enhance UIS' IT Service Management and DWS ecosystem.Unisys Corporation (UIS) is leaning into Device Subscriptions Service (“DSS”) as a potential growth driver within its Digital Workplace Solutions (“DWS”) segment. The company is delivering solution innovati ...

Core Insights - TruGolf Holdings, Inc. has announced the acquisition of mlSpatial, an AI and machine learning engineering firm, to enhance its product offerings in golf technology [1][2][3] - The acquisition follows a successful partnership that began in March 2024, focusing on co-developing an AI engine for TruGolf's Apogee Launch Monitor [2] - This strategic move aims to integrate advanced AI technologies across TruGolf's product suite, improving user experiences and training suggestions [2][3] Company Overview - TruGolf is recognized as a leader in golf technology, committed to simplifying the game through innovative AI applications and gamified improvement plans [5] - The company has a history of redefining golf through technology, offering a comprehensive suite of hardware, software, and web products [5] Industry Context - The acquisition aligns with a broader industry trend of significant investments in AI infrastructure, highlighted by a recent initiative from President Donald Trump to invest up to $500 billion in AI technologies in the U.S. [3]

惠而浦（中国）股份有限公司 二〇二五年六月 惠而浦（中国）股份有限公司 为了维护全体股东的合法权益，确保股东大会现场会议的正常秩序和议事效 率，保证大会的顺利进行，根据《中华人民共和国公司法》、 《中华人民共和国证 券法》、公司章程和股东大会议事规则等有关规定，特制定本须知。 惠而浦（中国）股份有限公司 一、现场会议召开时间：2025 年 6 月 13 日 14：00 至 2025 年 6 月 13 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 目 录 一、为保证股东大会的严肃性和正常秩序，切实维护与会股东（包括代理人， 以下同）的合法权益，务请出席现场会议的股东准时到会场签到并参加会议。股 东大会设会务组，由公司董事会秘书负责会议的程序安排和会务工作。 二、股东出席现场大会，依法享有发言权、咨询权、表决权等各项权利。在 大会召开过程中，公司不向参会股东发放任何形式的礼品，对于干扰股东大会秩 序和侵犯其他股东合法 ...

《生活派对》夭折之后，《远光84》成为目前莉莉丝转型大DAU最关键的回答。 这款出口转内销、历经重大调整的英雄射击游戏，最近终于宣布预计暑期档上线，开始最后的冲刺阶 段。 国服从去年9月首曝到今年4月的二测，"研发周期超6年，成本超10亿"只是这款被寄予厚望产品身上的 标签之一。 面对异常惨烈的FPS竞争，似乎有些姗姗来迟、主打反向进攻的莉莉丝还真就值得说道说道。 逆行的赛道方向 当下国内FPS最火热的毫无疑问是搜打扯的摸金玩法，《三角洲行动》大杀四方的脚步还在继续。而 《远光84》主打的吃鸡（大逃杀）在6年前立项时确实是最热门的方向，但现在已经进化了很多轮，比 如代表之一的《和平精英》能够多年保证生命力的关键之一在于"绿洲启元"共创计划带来的新鲜内容进 行补充。 造成这种逆行是有原因的。 从行业客观的角度，FPS某种程度上是一个名利双收的证明。全球通行的庞大用户基础，掌握了它，意 味着纵横四海的巨大回报；同时FPS也是对团队能力的证明，不仅仅是玩法设计，技术、美术、运营、 赛事和用户生态都提出了极高的要求，掌握了它，创作团队自我价值实现以及企业品牌都可以丰收。 两年前，莉莉丝成立十周年之际，莉莉丝发行负责人 ...