Core Viewpoint - Sify Technologies Limited will report its unaudited IFRS financial results for the third quarter ended December 31, 2025, on January 12, 2026, before market opens [1]. Group 1: Financial Reporting - The financial results will be announced on January 12, 2026, before the market opens [1]. - A conference call will be held on January 13, 2026, at 8:30 AM ET, featuring Mr. Raju Vegesna and Mr. M P Vijay Kumar [2]. - Interested parties can participate via phone or listen to a live broadcast on the company's website [2]. Group 2: Company Overview - Sify Technologies is recognized as India's leading Digital ICT solutions provider, focusing on Data Center, Cloud, Networks, Security, and Digital services [1][5]. - The company has received multiple Golden Peacock awards for Corporate Governance, highlighting its commitment to excellence [5]. - Sify's infrastructure includes state-of-the-art data centers and the largest MPLS network, making it a preferred choice for businesses of all sizes [6]. Group 3: Market Presence - More than 10,000 businesses across various sectors utilize Sify's services, which are available in over 1,700 cities in India [7]. - Sify also has an international presence in North America, the United Kingdom, and Singapore [7].

Insight Enterprises Inc. (NASDAQ:NSIT) is one of the best beaten-down technology stocks to buy according to hedge funds. On December 19, Insight Enterprises Inc. (NASDAQ:NSIT) amended its asset-based lending credit agreement by entering into an amendment with JPMorgan and other syndicate lenders. Insight Enterprises, Inc. (NSIT) Bolsters Credit Line to $2 Billion & Approves $299 Buyback Program The amendment increased the company’s credit facility from $1.8 billion to $2 billion, with $1.65 billion avail ...

Core Viewpoint - The investment thesis on Baidu (BIDU) is centered around the AI infrastructure, particularly focusing on Cloud, Compute Capacity, Inference, and Proprietary Chips, rather than on Chatbot/Consumer AI [1] Group 1: Investment Thesis - The recommendation for Baidu is a "Buy" based on its strong positioning in AI infrastructure [1] - The analysis emphasizes the importance of Cloud and Compute Capacity as critical components for future growth [1] - Proprietary Chips are highlighted as a significant asset in Baidu's technological framework [1] Group 2: Analyst Background - The analyst has over 10 years of experience in global markets, managing multi-asset strategies and equity portfolios [1] - The approach combines top-down macro analysis with bottom-up stock selection, focusing on earnings, tech disruption, policy shifts, and capital flows [1] - Insights are shared through platforms like Seeking Alpha, where high-conviction ideas and contrarian views are presented [1]

Core Viewpoint - The investment thesis on Baidu (BIDU) is centered around AI Infrastructure, particularly focusing on Cloud, Compute Capacity, Inference, and Proprietary Chips, rather than on ChatBot/Consumer AI [1]. Group 1: Investment Strategy - The company is rated as a "Buy" based on its potential in AI Infrastructure [1]. - The analysis combines top-down macroeconomic factors with bottom-up stock selection to identify mispriced opportunities [1]. Group 2: Analyst Background - The analyst has over 10 years of experience in global markets, managing multi-asset strategies and equity portfolios at a European asset manager [1]. - The focus areas include earnings, technological disruption, policy shifts, and capital flows [1].

ASN Bank, a Netherlands-based retail bank, has selected HCLTech as its strategic partner to advance its digital transformation and improve customer experience. Under the partnership, HCLTech will support ASN Bank’s enterprise applications and streamline services using a distributed delivery model. This initiative includes consolidating IT services, reducing the number of technology vendors, and developing a “future-ready” organisation. The collaboration is part of ASN Bank’s ‘Simplify and Grow’ strateg ...

Accenture plc (NYSE:ACN) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Deutsche Bank Lifts Accenture (ACN) Target on Improving AI Sentiment Image by Alexsander-777 from Pixabay On December 10, Deutsche Bank analyst Nate Svensson boosted his price target on Accenture plc (NYSE:ACN) to $265 from $235. However, the firm kept a Hold rating on the stock. The firm noted the improving sentiment for ACN around artificial intelligence, though it maintained a cautious stance on the shares ...

US stock futures fell on Thursday after Oracle (ORCL) earnings revived AI overspending worries, risking the Wall Street rally that followed the Federal Reserve’s latest interest-rate cut. Contracts on the S&P 500 (ES=F) and the Nasdaq 100 (NQ=F) were down 0.3% and 0.6%, respectively, paring deeper declines from earlier in the morning. Dow Jones Industrial Average futures (YM=F), which include fewer tech names, were little changed. Oracle's after-hours earnings brought AI spending fears back with a venge ...

Core Insights - Oracle reported revenue of $16.06 billion for the quarter ended November 2025, reflecting a year-over-year increase of 14.2% and an EPS of $2.26, up from $1.47 in the same quarter last year, although the revenue fell short of the Zacks Consensus Estimate by 0.55% [1] Financial Performance - Revenue growth was driven by a 17.2% increase in the Americas, reaching $10.47 billion, while Asia-Pacific saw a 4.9% increase to $1.83 billion, and Europe, the Middle East, and Africa reported an 11.2% increase to $3.76 billion [4] - Hardware revenue was $776 million, exceeding estimates of $713.6 million, marking a 6.6% year-over-year increase, while services revenue reached $1.43 billion, surpassing the $1.36 billion estimate with a 7.4% increase [4] - Software license revenue was $939 million, below the $1.18 billion estimate, and total software revenue was $5.88 billion, also below the $6.06 billion estimate [4] - Cloud revenue totaled $7.98 billion, slightly below the $8.01 billion estimate, with cloud applications revenue at $3.9 billion, a decrease of 18.5% year-over-year, and cloud infrastructure revenue at $4.08 billion, down 32.3% year-over-year [4] Stock Performance - Oracle's shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, and the stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

This week, Microsoft (NASDAQ: MSFT) will once again reward investors with a hefty quarterly dividend payment scheduled for Thursday, December 11, 2025.Specifically, the technology giant will issue a $0.91 per share dividend to shareholders of record as of November 20, 2025How much will 100 Microsoft shares earn?In other words, investors holding 100 MSFT shares will earn $91 in dividend income this quarter, or $364 this year.As such, the Microsoft dividend represents a 9.6% increase from the previous payout ...

Uh for a fresh analysis on Oracle as we head towards its earnings, we want to welcome in our next guest. That is Melissa Otto, head of visible alpha research at S&P Global Market Intelligence. Melissa, it is so good to see you in the flesh because you've been everywhere and beyond.Um so let's talk about the setup into Oracle. When you look at um how shares have moved this this year, they had, you know, such momentum. the when it is back and then it's pulled back over the past I it's been about a month or so ...