🚨 Tesla's Dojo 2 supercomputer will start mass production by the end of this year!It uses $TSM’s new InFO-SoW tech, a powerful chip design that treats an entire wafer like one big system. That means faster AI training, more memory bandwidth, and way more compute power.This tech gives Dojo 2 up to 9 petaflops of compute, a major step forward in building smarter AI like Grok 4.Source: https://t.co/7liFrO8NYz$TSLAShay Boloor (@StockSavvyShay):$TSLA DOJO 2 ENTERING MASS PRODUCTION BY YEAR-END USING $TSM INFO-SO ...

Meta has completed a deal to acquire PlayAI, a small artificial intelligence startup focused on voice technology https://t.co/BXZ7zkspsB ...

Company Performance - DocuSign (DOCU) closed at $73.55, reflecting a -3.68% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, DocuSign shares have appreciated by 0.46%, lagging behind the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Financial Results - DocuSign is expected to report an EPS of $0.84, indicating a 13.4% decline compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $778.96 million, representing a 5.83% growth year-over-year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $3.54 per share and revenue at $3.16 billion, reflecting changes of -0.28% and +6.05% respectively from the prior year [3] - Recent adjustments to analyst estimates indicate evolving short-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - DocuSign is currently trading at a Forward P/E ratio of 21.6, which is below the industry average of 28.6 [6] - The company has a PEG ratio of 9.43, compared to the Internet - Software industry's average PEG ratio of 2.21 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

MILFORD, Mass., July 11, 2025 /PRNewswire/ -- Waters Corporation (NYSE:WAT) will hold its Q2 2025 financial results conference call on Monday, August 4th, 2025 at 8:00 a.m. Eastern Time. A live webcast of the presentation will be available on Waters Investor Relations website at https://ir.waters.com. A replay of the webcast will also be available until at least September 2nd, 2025, at midnight Eastern Time.About Waters CorporationWaters Corporation (NYSE:WAT) is a global leader in analytical instruments, s ...

Industry Overview - The data center cooling market is expected to grow at a CAGR of 12.8% from 2023 to 2030, driven by the demand for coolant architectures for AI and high-performance computing [1]. Company Analysis: Super Micro Computer (SMCI) - SMCI's server and storage revenues are significantly supported by its direct liquid cooling products, achieving a production volume of over 2000 DLC racks per month [3]. - The company launched DLC-2 technology in May 2025, which offers features such as water and space savings, noise reduction, and a potential reduction in electricity costs by up to 40% [4]. - SMCI is currently facing challenges, including delayed purchasing decisions from customers and margin contraction due to increased competition from established players like HPE and Dell Technologies [5]. - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings is $2.07 per share, reflecting a year-over-year decline of 6.3% [5][6]. Company Analysis: Vertiv (VRT) - Vertiv has a robust thermal management portfolio, providing various cooling solutions that optimize performance and power utilization [7]. - The company is projected to achieve 24.91% EPS growth in FY25, driven by strong demand for AI cooling solutions [7][10]. - Vertiv continues to invest in research and capacity expansion to meet the growing needs of AI infrastructure, including the development of high-density cooling solutions for NVIDIA's platforms [9]. - The Zacks Consensus Estimate for Vertiv's fiscal 2025 revenues is $9.52 billion, indicating year-over-year growth of 18.8%, with earnings estimated at $3.56 per share, reflecting a growth of 24.91% [10][11]. Stock Performance and Valuation - Year-to-date, shares of SMCI have increased by 65.2%, while VRT shares have gained 6.3% [12]. - SMCI is trading at a forward Price to Sales ratio of 1.01X, above its median of 0.83X, whereas VRT is trading at a forward sales multiple of 4.5X, higher than its median of 4.25X [13]. Conclusion - Both SMCI and VRT are benefiting from the growth in cooling technology due to AI workloads and high-performance computing [16]. - However, VRT's financial metrics suggest it is a stronger investment choice compared to SMCI, which currently holds a Zacks Rank of 3 (Hold) versus VRT's 2 (Buy) [16].

Core Viewpoint - The article discusses the extreme valuations in the technology sector, specifically referencing the Columbia Seligman Premium Technology Growth Fund (NYSE: STK), which experienced a significant decline shortly after the author's cautious warning [1]. Group 1 - The author previously expressed concerns about the technology sector's valuations becoming extreme [1]. - Following the author's warning, the STK fund saw a notable plunge in value [1].

Quantum computing stocks have captured the attention of investors due to their immense potential and the considerable risks facing the emerging industry.Here’s a look at what happened this week in the quantum computing sector. ZenaTech – ZENA AI drone maker ZenaTech, Inc. ZENA announced on Thursday the successful development of its first quantum computing prototype. The quantum framework is designed to analyze and process large datasets for its AI drone solutions.Read Next: UnitedHealth Slammed With Another ...

Company Overview - IQVIA Holdings Inc. provides advanced analytics, technology solutions, and contract research services to the life sciences industry, formed through the merger of IMS Health and Quintiles [11] - The company operates in over 100 countries and employs approximately 88,000 people [11] Investment Ratings - IQVIA is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A [12] - The Growth Style Score for IQVIA is B, indicating a forecasted year-over-year earnings growth of 6.4% for the current fiscal year [12] Earnings Estimates - In the last 60 days, three analysts have revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing to $11.84 per share [12] - IQVIA has an average earnings surprise of +1.7%, suggesting a positive trend in earnings performance [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IQVIA is recommended as a potential investment opportunity for growth investors [13]

Company Overview - TechnipFMC plc is a leading manufacturer and supplier of products, services, and fully integrated technology solutions for the energy industry, formed from the merger of Technip and FMC Technologies in January 2017 [12] - The company focuses on designing, producing, and servicing technologically sophisticated systems and products for subsea, onshore/offshore, and surface projects, aiming to enhance the performance of its oil and gas clients [12] Investment Analysis - TechnipFMC has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a solid position in the market [13] - The company has a Value Style Score of B, supported by attractive valuation metrics such as a forward P/E ratio of 17.07, which may appeal to value investors [13] - For fiscal 2025, three analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing to $2.07 per share [13] - TechnipFMC has demonstrated an average earnings surprise of +37.2%, suggesting potential for positive performance [13] - With a solid Zacks Rank and top-tier Value and VGM Style Scores, TechnipFMC is recommended for investors' consideration [14]

Tel Aviv, Israel, July 11, 2025 (GLOBE NEWSWIRE) -- Viewbix Inc. (Nasdaq: VBIX) (“Viewbix” or the “Company”), a global developer of ad-tech innovative technologies, today announced that it has entered into definitive agreements with certain strategic institutional investors for the purchase and sale of approximately $4.5 million shares of the Company’s common stock and pre-funded warrants. The entire transaction has been priced at-the-market under Nasdaq rules. Following the transaction, the Company plans t ...