Thank you guys for all coming. Uh my name is Harrison. I'm the co-founder CEO of Langchain.We do a bunch of events like these, but this one is a special fireside chat. So we've done more demos in the past, but uh we've been working with Ripling for for a while now and they have a lot of insights around building actual agents. Uh and so I figured it would be much more interesting to do a to do a fireside chat with Anker here.Um, so do you maybe want to do a quick introduction of of yourself and and maybe I'm ...

Core Viewpoint - Dell Technologies Inc. has experienced a significant increase in analyst price targets, reflecting growing confidence in its business strategy and market position, particularly in the AI and cloud sectors [1][5]. Price Target Changes - The average price target for Dell increased from $157.95 a year ago to $180 last month, indicating a positive shift in analyst sentiment [5]. - Three months ago, the average price target was $164.4, showing a notable increase over the past quarter [2]. Financial Performance - Dell reported double-digit growth in both revenue and profit for the second quarter of fiscal year 2026, contributing to the optimistic outlook from analysts [2][5]. Strategic Initiatives - The company's strategic focus on expanding its cloud and IT solutions, along with its transition into the enterprise AI hardware sector, are seen as key drivers for future growth [3][5]. - Dell's partnerships with Nvidia and Hive Digital are expected to bolster its position in the AI and cloud sectors [4].

Dell Technologies Inc. (NYSE:DELL) is set to release its quarterly earnings with an expected EPS of $2.48 and revenue of approximately $27.29 billion.The company's performance is anticipated to be driven by strong demand for AI-optimized servers and robust expectations for its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).Dell's financial health shows a price-to-earnings (P/E) ratio of 17.68 and a debt-to-equity ratio of -10.37, highlighting a higher level of debt compared to equity. ...

The financial calendar for 2026: 28 January 2026Deadline for shareholder proposals for the Annual General Meeting5 February 2026Interim Financial Report Q4 2025 and Annual Report 202512 March 2026Annual General Meeting12 May 2026Interim Financial Report Q1 202627 August 2026Interim Financial Report H1 20265 November 2026Interim Financial Report Q3 2026 For more information, please contact: Investor RelationsCarsten RingiusEVP & CFOTel: +45 3077 8888carr@nnit.com Media RelationsThomas StensbølPress & Commun ...

Valued at a market cap of $18.3 billion, CDW Corporation (CDW) provides a wide range of IT solutions across the United States, the United Kingdom, and Canada. The company delivers hardware, software, and integrated IT services to corporate, small business, and public sector customers, including those in government, education, and healthcare. Shares of the Vernon Hills, Illinois-based company have lagged behind the broader market over the past 52 weeks. CDW stock has decreased 21.5% over this time frame, w ...

Core Points - NTG Clarity Networks Inc. will announce its financial results for the third quarter and nine months ended September 30, 2025, on November 12, 2025, after market close [1] - A conference call to discuss the financial and operating results will be held on November 13, 2025, at 9:00 AM ET [2] - NTG Clarity aims to be a global leader in digital transformation solutions, providing software, networking, and IT solutions to large enterprises since its establishment in 1992 [3] Company Overview - NTG Clarity Networks Inc. is a Canadian company that has delivered IT solutions to major sectors, including financial institutions and network service providers [3] - The company employs over 1,300 IT and network professionals who offer expertise in design, engineering, implementation, software development, and security [3]

Core Insights - NNIT experienced a slight improvement in organic growth of 0.3 percentage points in Q3 2025 despite ongoing market unrest, although revenue contracted by 2.9% compared to Q3 2024 [2][5] - The group operating profit excluding special items more than doubled to DKK 35.6 million, resulting in a margin of 8.2%, up from 3.9% in the same quarter last year, driven by operational efficiency improvements [2][5] - The company anticipates continued momentum in profitability and revenue growth, supported by a focus on repeatable solutions and advancements in AI [2][5] Financial Performance - Q3 2025 revenue was DKK 431.6 million, down from DKK 444.7 million in Q3 2024, reflecting a negative revenue growth of 2.9% and organic growth of -1.4% [3][5] - Group operating profit excluding special items for the first nine months of 2025 was DKK 76.5 million, compared to DKK 73.4 million in the same period of 2024, with a margin of 5.6% [3][5] - Special items in Q3 2025 amounted to DKK 7.9 million, with total group operating profit including special items at DKK 27.7 million [3][5] Strategic Focus - NNIT is enhancing its operational model to improve efficiency, achieving a utilization improvement of approximately 4 percentage points while maintaining high customer satisfaction at 4.5 [5] - The company is broadening its market engagement by targeting lower-tier customers and maintaining a solid order entry, which is a positive indicator for future performance [5] - NNIT maintains its full-year financial outlook for 2025, expecting organic growth at the lower end of 0 to 5% and a group operating profit margin excluding special items in the lower end of 7 to 9% [5]

Core Insights - CDW exceeded Wall Street profit estimates for the third quarter, driven by increased technology budgets from enterprise customers and a growing adoption of artificial intelligence in cloud services [1] Group 1: Financial Performance - CDW reported a profit that surpassed Wall Street expectations for the third quarter [1] - The increase in enterprise customers' technology budgets contributed significantly to the company's financial success [1] Group 2: Market Trends - There is a notable trend of enterprise customers embracing artificial intelligence and cloud adoption, which is positively impacting CDW's business [1]

Core Insights - NNIT has updated its financial reporting structure to consolidate all Life Sciences customers under Region Europe, US, and Asia, moving them from Region Denmark [1][2] - The restatement will be reflected in the interim report for the first nine months of 2025, scheduled for release on November 4, 2025 [2] - Historical financial figures have been restated effective from Q1 2024, impacting only Region Europe and Region Denmark, while the Group, Region US, and Region Asia remain unchanged [3] Financial Performance - For Region Europe, the restated revenue figures for Q1 2024 are DKK 175.8 million, with a gross profit of DKK 43.0 million and a gross margin of 24.5% [4] - In Region Denmark, the restated revenue for Q1 2024 is DKK 162.9 million, with a gross profit of DKK 43.8 million and a gross margin of 26.9% [6] - Revenue growth percentages before restatement for Region Europe show a range from 1.1% in Q3 2024 to 14.4% in Q4 2024, while after restatement, the range is from -4.2% in Q1 2025 to 10.6% in Q4 2024 [7] Growth Metrics - Organic growth for Region Europe before restatement was 12.2% in Q1 2024, while after restatement, it adjusted to 12.6% [7] - For Region Denmark, organic growth before restatement was 18.0% in Q1 2024, increasing to 19.7% after restatement [7] - The restated figures indicate a significant increase in revenue growth for Region Denmark, with Q1 2025 showing a growth of 5.4% after restatement compared to 4.0% before [7]

Core Insights - Wedgewood Partners' third-quarter 2025 investor letter indicates that AI stocks remain a focal point for Wall Street, with the Wedgewood Composite's net return at 5.9%, underperforming the S&P's 8.1% and the Russell 1000 Growth Index's 10.5% [1] Company Performance - CDW Corporation (NASDAQ:CDW) is highlighted as an IT solutions provider, with a one-month return of -2.56% and a 52-week loss of 28.16%, closing at $156.36 per share on October 22, 2025, with a market cap of $20.493 billion [2][3] - CDW's revenues grew by 10% while adjusted operating income only increased by 2%, indicating potential challenges in profitability despite revenue growth [3] Market Position and Outlook - CDW Corporation is not among the top 30 most popular stocks among hedge funds, with 44 hedge fund portfolios holding its shares at the end of Q2 2025, unchanged from the previous quarter [4] - The company reported consolidated net sales of $6 billion in Q2 2025, reflecting a 10% increase compared to Q2 2024, suggesting a stable revenue trajectory [4] - Wedgewood Partners believes that while CDW has investment potential, other AI stocks may offer greater upside with less downside risk, indicating a competitive landscape for investment opportunities [4]