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Can Celestica Maintain Healthy Revenue Growth With an AI Focus?
ZACKS· 2025-09-23 14:11
Key Takeaways Celestica leverages its AI-focused portfolio to drive healthy revenue growth.New SC6100 and DS4100 products target high-performance enterprise workloads.CLS stock has surged 409.7% in a year, far outpacing its industry's 141.6% growth.Celestica Inc. (CLS) boasts a diverse portfolio of products that are integral to AI (artificial intelligence) applications. With more than 25 years of experience in manufacturing backed by a simplified and optimized global network, it is committed to delivering n ...
Can IBM Power11 Server Redefine Business Application Processes?
ZACKS· 2025-07-09 15:06
Core Insights - IBM has launched the IBM Power11 server, which offers up to 55% better core performance and up to 45% more capacity compared to previous models, enhancing resiliency, performance, and scalability for hybrid deployments [1][7] - The server utilizes generative AI for autonomous patching and automated workload movement, reducing operational risks and costs while freeing up IT resources for other productive tasks [2][7] - IBM Power Cyber Vault provides rapid ransomware threat detection in under a minute, with proactive immutable snapshots, and supports mission-critical AI workloads with twice the performance per watt compared to x86 servers [3][7] Competitive Landscape - Amazon's Bedrock platform is positioned as a leader in enterprise AI, offering managed access to high-performing foundation models and addressing challenges in AI adoption [4] - Microsoft is enhancing its AI capabilities with the Agent Store, featuring over 70 agents and a development hub adopted by more than 70,000 enterprises, facilitating the creation and scaling of AI-powered workplace assistants [5] Financial Performance - IBM's stock has increased by 63.3% over the past year, significantly outperforming the industry growth of 4.3% [6] - The company trades at a forward price-to-sales ratio of 3.98, slightly above the industry average [8] - The Zacks Consensus Estimate for IBM's earnings for 2025 has remained unchanged over the past 60 days, indicating stability in earnings expectations [9]