Core Insights - Celestica Inc. has experienced significant stock growth, rising 80% year-to-date and more than tripling in value over the past year, driven by increased demand for AI-powered networking equipment and cloud infrastructure [2][3] - The company's Connectivity & Cloud Solutions (CCS) division reported Q1 2025 revenue of $1.84 billion, a 28% increase year-over-year, highlighting the strong performance of AI-related offerings [2][3] Financial Performance - Celestica's revenues have grown at an average annual rate of 19.3% over the past three years, significantly outpacing the S&P 500's growth of 5.3% [4] - In the last year, Celestica's revenues increased by 21% to reach $10 billion, while the S&P 500 only managed a modest growth of 4.4% [4] - The company's net income margin was 4.1%, compared to 11.9% for the S&P 500, but it achieved a record adjusted operating margin of 7.1% in the latest quarter, up from 5.9% in Q1 2024 [5] Valuation Metrics - Celestica's price-to-sales (P/S) ratio is 2.0, lower than the S&P 500's 3.1, but its price-to-earnings (P/E) ratio of 47.8 is significantly higher than the benchmark's 22.8 [4] - The high valuation may restrict upside potential in the near to mid-term, as the stock appears relatively expensive at around $170 [3][7] Financial Health - The company has a low debt-to-equity ratio of 4.8%, well below the S&P 500 average of 22.6%, indicating strong financial health [6] - Celestica maintains a moderate cash reserve that constitutes 5.2% of its total assets [6] Market Sensitivity - Historically, Celestica's stock has shown sensitivity to market downturns, with a 69% drop during the Covid-19 market crash compared to a 33.9% decline in the S&P 500 [6] - In 2022, the stock fell 35.6% amid inflation-related shocks, exceeding the S&P's 25.4% decline [6] Industry Trends - Major technology firms are expected to invest heavily in AI infrastructure, with Amazon projected to spend up to $105 billion in 2025, which should bolster demand for Celestica's services [3]

Investors are charged up about the prospect of Bloom Energy powering data centers.Closing a little higher on each of the past two days, shares of Bloom Energy (BE 22.91%) seem certain to extend the streak for a third day in the row. The company announced a partnership with Oracle (ORCL -0.14%) regarding powering data centers, and investors are over the moon about it.As of 10:28 a.m. ET, Bloom Energy stock is up 20.2%. Oracle has its sights set on a hydrogen-powered cloudAs artificial intelligence (AI) tools ...

Customers Can Leverage Oracle Solution Centers to Test, Validate, and Deploy Data-Driven Hybrid IT and AI Solutions Faster and at Scale on PlatformDIGITAL® Globally DALLAS, Texas, July 24, 2025 /PRNewswire/ -- Digital Realty (NYSE: DLR), a global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced that it is working with Oracle to help organizations accelerate hybrid IT and AI adoption. Through Oracle Cloud Solution Centers, a program that includes ...

It has been less than four months since CoreWeave (CRWV -7.52%) went public, and shares of the artificial intelligence (AI) cloud computing company have already shot up a remarkable 245% in such a short period.However, a closer look at the recent stock price action suggests that CoreWeave has been under pressure lately. The stock hit a 52-week high on June 20 but has since lost almost 24% of its value, as of this writing. Let's examine why this has been the case and look at whether the recent dip in CoreWea ...

In a significant industry shift, Oracle Corporation ORCL is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.Scotiabank analyst Patrick Colville initiated coverage of Oracle on Thursday, assigning a Sector Outperform rating and a price forecast of $3 ...

Core Industry Insights - A significant wave of investment is transforming the AI sector, with specialized computing infrastructure being the driving force behind this change [1] - CoreWeave and Nebius Group are two companies at the forefront of this investment trend, attracting considerable investor interest due to their unique offerings [2] CoreWeave Overview - CoreWeave is focused on dominating the U.S. market through a strategy that emphasizes building a defensible competitive advantage [3] - The company is pursuing a $9 billion all-stock acquisition of Core Scientific to secure critical energy and data center capacity, which is essential for AI operations [4] - This acquisition is projected to eliminate over $10 billion in future lease obligations and generate approximately $500 million in annual cost savings, enhancing future profitability without increasing debt [5] - CoreWeave has established a revenue backlog of $25.9 billion, providing strong visibility into future earnings [6] Nebius Group Overview - Nebius Group is pursuing aggressive international expansion, with a remarkable 385% year-over-year revenue increase reported in its latest quarterly results [7][8] - The company is implementing a $2 billion capital investment plan for 2025 to build new data centers across Europe, the U.S., and the Middle East, which may impact near-term profits but positions it for future growth [8] - Nebius expects to achieve operational profitability, as measured by adjusted EBITDA, in the second half of 2025, supported by a strong balance sheet with a current ratio of 18.0 [9] Competitive Landscape - CoreWeave, valued at around $68 billion, is a larger, more established player focusing on vertical integration, while Nebius, valued at approximately $13 billion, represents a smaller, agile competitor with significant upside potential [10] - Analyst sentiment reflects this dynamic, with CoreWeave holding a Hold consensus rating and Nebius receiving a Buy rating, indicating more growth potential for Nebius [11] Future Outlook - The ongoing build-out of AI infrastructure is characterized as a long-term, generational technology shift, with both CoreWeave and Nebius positioned as key players in this evolving landscape [13] - CoreWeave is seen as a market leader with a secure supply chain, while Nebius offers a compelling case for rapid international growth driven by strategic market capture [14]

Nebius Group (NBIS -0.47%) has been one of the hottest stocks on the market in 2025, rising a whopping 92% as of July 16. It looks like the cloud computing company's red-hot rally is here to stay, thanks to a huge addressable market and positive Wall Street sentiment.The Dutch company is in the business of providing artificial intelligence (AI) cloud infrastructure to customers. Its full-stack AI infrastructure allows developers and customers to rent powerful graphics processing units (GPUs) from the likes ...

Mahesh Thiagarajan, EVP at Oracle Cloud Infrastructure, shares why an open platform like AMD ROCm isn’t just good engineering, it’s a catalyst for innovation. By enabling developers across industries to build on a flexible, open foundation, we’re accelerating AI progress for everyone. Because the future won’t be built by one company alone. It will be built by all of us, together. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team ...

Core Insights - Fastly (FSLY) provides edge cloud infrastructure aimed at enhancing digital experiences, with over 90% of its revenue coming from enterprise customers, making customer engagement and platform adoption critical for future growth [1][9] Enterprise Metrics - Fastly's enterprise customer count is projected to increase to 600 in Q2 from 595 in the previous quarter, with enterprise revenues estimated at $135 million, reflecting an 11.6% year-over-year growth. However, net retention is expected to drop to 100.46% from 109.6% in the same quarter last year [2] Product Development and Partnerships - The company is expanding its product suite with AI-driven features such as bot detection and real-time cache APIs, which are designed to enhance secure, high-speed delivery for performance-sensitive workloads. Partnerships with major companies like Alphabet, VMware, Shopify, Azure, and AWS are expected to bolster long-term customer engagement [3] Revenue Guidance - Fastly has guided Q2 revenues to be between $143 million and $147 million, with the Zacks Consensus Estimate at $145.07 million, indicating a 9.59% year-over-year growth [4][9] Competitive Landscape - Fastly faces significant competition from Cloudflare and Akamai, both of which offer similar edge delivery and web security solutions. Cloudflare is enhancing its programmable edge platform, while Akamai is focusing on cloud security and enterprise solutions [5][6] Stock Performance and Valuation - FSLY shares have decreased by 28.9% year-to-date, contrasting with a 7.5% increase in the broader Zacks Computer & Technology sector and a 14.1% rise in the Zacks Internet Software industry. The current forward 12-month price-to-sales ratio for FSLY is 1.58X, significantly lower than the industry's 5.72X [7][10] Earnings Estimates - The Zacks Consensus Estimate for FSLY's loss in 2025 is projected at 9 cents per share, unchanged over the past month. The company reported a loss of 12 cents per share in the same quarter last year [13]

Mahesh Thiagarajan, EVP at Oracle Cloud Infrastructure, shares how our collaboration is delivering more than just powerful compute, it’s about deep integration across networking and storage to move AI data at scale and at speed. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on Twitch: https://Twitch.tv/AMD Follow ...