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]

Core Viewpoint - DeFi Development Corp. has signed a non-binding Letter of Intent with Switchboard Technology Labs to explore a strategic collaboration aimed at enhancing data and oracle infrastructure for real-world asset initiatives on the Solana ecosystem [1][2] Group 1: Company Overview - DeFi Development Corp. is the first public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] - The company provides investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem through holding, staking, and operating validator infrastructure [3] - DeFi Development Corp. engages in decentralized finance (DeFi) opportunities and seeks innovative ways to support Solana's expanding application layer [3] Group 2: Strategic Collaboration - The collaboration with Switchboard Technology Labs aims to build the necessary data and oracle infrastructure to support real-world asset initiatives [2] - The partnership emphasizes the importance of trusted, transparent, and verifiable on-chain data for unlocking tokenized assets on Solana [2] - Switchboard is recognized as a leading oracle solution within the Solana ecosystem, providing critical data feeds for various DeFi protocols [2] Group 3: Switchboard Technology Labs Overview - Switchboard Technology Labs develops infrastructure software and offers research and consulting services to facilitate the integration of real-world data into web3 [6] - The Switchboard protocol provides a suite of web3 services and an oracle network that enables developers to connect real-world data easily [6]

BOCA RATON, FL, July 11, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”) the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced the signing of a non-binding Letter of Intent (LOI) with Switchboard Technology Labs Inc., a core contributor to the Switchboard Protocol, a leading decentralized oracle network on Solana. Under the agreement, DeFi Dev Corp. and Switchboard intend to explore a strategic collaboration focused ...

Core Insights - Cisco Systems (CSCO) shares closed at $69.27, slightly below the 52-week high of $69.78, with a year-to-date appreciation of 17%, outperforming the broader sector and peer Extreme Networks [1][6] - The company's aggressive push into AI and growing security dominance are significant growth drivers, with over $1 billion in AI infrastructure orders secured ahead of schedule [2][6] - Cisco is expanding its AI portfolio for data centers with new solutions and partnerships, particularly with NVIDIA, which is expected to enhance its market position [3][9] Stock Performance - CSCO stock is trading above both the 50-day and 200-day moving averages, indicating a bullish trend [6] - The stock's year-to-date increase of 17% is notable, with strong demand in the security sector contributing to its performance [6][8] Security Business Growth - Cisco's security business is experiencing strong demand, with double-digit growth in orders for solutions like Cisco Secure Access and XDR [8] - The partnership with ServiceNow aims to enhance AI risk management and governance, further solidifying Cisco's position in the security market [10] Financial Guidance - For fiscal 2025, Cisco expects revenues between $56.5 billion and $56.7 billion, an increase from previous guidance, with non-GAAP earnings projected between $3.77 and $3.79 per share [13][14] - The Zacks Consensus Estimate for fiscal 2025 revenues is $56.59 billion, indicating a year-over-year growth of 5.18% [14] Valuation Concerns - Cisco shares are currently trading at a premium, with a forward 12-month price/sales ratio of 4.65X, higher than the industry average [15][18] - The stock is considered overvalued, which may lead to caution among investors [15][20] Long-term Prospects - Cisco's expanding portfolio and focus on AI and security position it well for sustained growth in the tech landscape [19] - Despite current challenges, the long-term outlook remains positive for investors holding the stock [19]

Group 1 - The streaming service Max has reverted back to its original name, HBO Max, effective on July 9 [2] - The rebranding decision may reflect Warner Bros. Discovery's recognition of the value of the HBO brand and a shift towards high-quality content rather than competing on content volume [3] - Historically, name changes of platforms have not significantly impacted consumer perception, as seen in previous rebranding examples [3] Group 2 - Warner Bros. Discovery announced plans to split into two companies, with one focusing on the HBO Max streaming service and Warner Bros. movie studio, and the other on TV networks [3] - This split is expected to be completed by 2026 and aims to address the decline of linear cable networks while focusing on the growth potential of streaming and studio operations [4]

RT 0xDíaz (@0xMrDiaz)Really impressed with the new @tokenterminal dashboard.Clean, powerful, and genuinely useful—this is how crypto data should be presented.Huge congrats to the team. https://t.co/Y6DRq8ue0V ...

Overview - Sky dashboard is now live on TokenTerminal [1] Key Metrics - Track market share, revenue, and treasury [1] - Monitor other key metrics [1]

wow!BonkFun data looks even more impressive than I thought!!! 🔥mst | Raydium (@mst1287):1/7 Launchpad dashboard from @Blockworks_ is live!Lets take a look at the data ❗️ ...

RT mst | Raydium (@mst1287)1/7 Launchpad dashboard from @Blockworks_ is live!Lets take a look at the data ❗️ ...

Core Insights - CrowdStrike Holdings (CRWD) shares have increased by 10.7% over the past month, outperforming the Zacks Security industry's growth of 4.6% and surpassing peers like CyberArk Software, Palo Alto Networks, and Check Point Software [1][10] - The company's growth is driven by strong enterprise demand for AI-native cybersecurity solutions and the Falcon Flex subscription model, which enhances customer commitment and revenue growth [2][4] Performance Metrics - As of the end of the first quarter, CrowdStrike reported an Annual Recurring Revenue (ARR) of $4.44 billion, reflecting a year-over-year increase of 22% [5] - The Falcon Flex model achieved a total deal value of $3.2 billion, with a sequential growth of 31% and over six times year-over-year growth [6][10] - The company added $774 million in total Falcon Flex account value during the first quarter of fiscal 2026 [5] Customer Adoption and Expansion - More than 820 customer accounts have adopted the Falcon Flex model, indicating strong market acceptance [6] - A significant expansion deal was secured with a Fortune 100 technology company, increasing its contract from $12 million to over $100 million [7] - A large healthcare provider also signed an eight-figure Falcon Flex expansion deal [8] Subscription and Revenue Growth - CrowdStrike's quarterly revenues exceeded $1 billion for the third consecutive time, marking a year-over-year improvement of nearly 21% [11] - Subscription customers using six or more cloud modules represented 48% of total customers, with 32% using seven or more modules [12] AI Integration and Partnerships - The Falcon platform is gaining traction as an "AI-native SOC," with partnerships with AI companies to enhance capabilities [13] - Collaborations with NVIDIA and Microsoft aim to secure AI systems and standardize cyber threat attribution [14] Cost Structure and Earnings Pressure - Research and development expenses have increased significantly, rising twelvefold over the last six fiscal years [15] - Sales and marketing expenses surged nearly ninefold to $1.52 billion in fiscal 2025 [16] - In the first quarter of fiscal 2026, sales and marketing and R&D expenses rose by 25.5% and 34.7% year-over-year, respectively, impacting earnings [17] Valuation Metrics - CrowdStrike is trading at a high price-to-sales (P/S) ratio of 24.55X, compared to the Zacks Security industry's 15.07X [19] - The P/S multiples for peers CyberArk, Palo Alto Networks, and Check Point Software are 13.6X, 12.97X, and 8.81X, respectively [22] Investment Outlook - The company is positioned well in the AI-driven cybersecurity market, but shrinking profits and high valuation suggest a cautious investment approach [23]