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Microsoft freezes hiring in major cloud, sales groups, The Information reports
Reuters· 2026-03-26 17:46
Microsoft freezes hiring in major cloud, sales groups, The Information reports | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A man uses a phone next to a Microsoft logo during the 56th annual World Economic Forum (WEF) meeting, in Davos, Switzerland, January 20, 2026. REUTERS/Romina Amato Purchase Licensing Rights, opens new tab March 26 (Reuters) - Microsoft (MSFT.O), opens new tabexecutives have in recent weeks told managers at major divisions, in ...
WhiteFiber, Inc. Reports Fourth Quarter and Full Year 2025 Results
Prnewswire· 2026-03-26 11:00
<!doctype html> <!-- For structured data --> <!-- For language declaration --> WhiteFiber, Inc. Reports Fourth Quarter and Full Year 2025 Results <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationNEW YORK, March 26, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a leading provider of AI infrastructure and high-performance computing solutions, today announced financial results for the fourth quarter and fiscal year ended December 31, 2025.Sa ...
Jim Cramer on NVIDIA: “Do Not Lose Faith”
Yahoo Finance· 2026-03-19 13:34
NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. Cramer urged people not to “lose faith,” as he stated: Now, you’d think that the companies here at NVIDIA’s GTC conference, where we’ve encamped for the last two days, would also be running led by NVIDIA itself, right? But the world’s biggest company is finding out that most big institutions already own its stock. Everyone’s already in the pool. So despite some incredible numbers unveiled by ...
WhiteFiber Announces Fourth Quarter and Full Year 2025 Earnings Conference Call
Prnewswire· 2026-03-18 20:30
Core Insights - WhiteFiber, Inc. will host a conference call on March 26, 2026, at 9:00 a.m. Eastern Time to discuss its financial and operational results for the fourth quarter and full year ended December 31, 2025 [1][2] - The call will feature discussions led by CEO Sam Tabar, CFO Eric Huang, and other senior management members, followed by a Q&A session [2] Company Overview - WhiteFiber is a provider of artificial intelligence (AI) infrastructure solutions, owning high-performance computing data centers and offering cloud services [3] - The company's vertically integrated model combines specialized colocation, hosting, and cloud services designed to maximize performance, efficiency, and margin for generative AI workloads [3]
Jim Cramer Explains Why NVIDIA’s Stock “Deserves the Appellation of Being the Biggest”
Yahoo Finance· 2026-03-17 22:10
Let’s call it a quasi off switch… a pause button that shocked the pessimists and just created a huge wave of stock buying. And what did they buy?… They bought everything in the room. See, what you see behind me is the wide world of NVIDIA. This is GTC, the AI festival of everything that drives the tech world… They bought the whole wide world of Jensen Huang and everything in it. We went to listen to the keynote speech that Jensen Huang gives every year. He told the tale of endless demand. Photo by Christi ...
VNET Reports Unaudited Fourth Quarter and Full Year 2025 Financial Results
Prnewswire· 2026-03-16 08:30
Core Insights - VNET Group, Inc. reported strong financial results for the fourth quarter and full year of 2025, achieving a record delivery of 404MW and exceeding revenue and adjusted EBITDA guidance [2][4]. Financial Highlights - Total net revenues for Q4 2025 increased by 19.6% year-over-year to RMB2.69 billion (US$384.2 million) from RMB2.25 billion in Q4 2024 [3][9]. - For the full year 2025, total net revenues rose by 20.5% year-over-year to RMB9.95 billion (US$1.42 billion) from RMB8.26 billion in 2024 [4][22]. - Adjusted EBITDA for Q4 2025 increased by 11.6% year-over-year to RMB805.1 million (US$115.1 million) [17][29]. - Full year adjusted EBITDA grew by 22.6% to RMB2.98 billion (US$425.9 million) from RMB2.43 billion in 2024 [29][30]. IDC Business Performance - Net revenues from the IDC business in Q4 2025 increased by 23.7% to RMB2.02 billion (US$288.3 million) from RMB1.63 billion in Q4 2024 [10][23]. - For the full year 2025, IDC business revenues rose by 28.5% to RMB7.43 billion (US$1.06 billion) from RMB5.78 billion in 2024 [4][23]. Wholesale and Retail IDC Business - Wholesale revenues in Q4 2025 surged by 47.1% to RMB978.1 million (US$139.9 million) from RMB665.2 million in Q4 2024 [15][10]. - Retail revenues increased by 7.6% to RMB1.04 billion (US$148.5 million) in Q4 2025 compared to RMB964.8 million in Q4 2024 [15][6]. Operational Metrics - The utilization rate of wholesale capacity was 70.1% as of December 31, 2025, down from 74.3% as of September 30, 2025 [5][6]. - Capacity utilized by customers reached 623MW as of December 31, 2025, compared to 582MW as of September 30, 2025 [6][7]. Profitability Metrics - Gross profit for Q4 2025 was RMB540.4 million (US$77.3 million), a 7.0% increase from RMB504.9 million in Q4 2024 [11][24]. - The gross margin for Q4 2025 was 20.1%, down from 22.5% in Q4 2024 [11][24]. Future Outlook - For the full year 2026, the company expects total net revenues to be in the range of RMB11.5 billion to RMB11.8 billion, representing year-over-year growth of 15.6% to 18.6% [33][34]. - Adjusted EBITDA for 2026 is projected to be between RMB3.55 billion and RMB3.75 billion, indicating growth of 19.2% to 25.9% [33].
Oracle Earnings Beat Leads to After-Hours Surge | Closing Bell
Youtube· 2026-03-10 20:31
Market Overview - The trading day ended with major indices mostly unchanged, with the Dow Jones Industrial Average down about 34 points (less than 0.1%), the S&P 500 down about 14 points (0.2%), and the Nasdaq composite slightly up by about 1 point [7][8]. - The overall market sentiment was negative, with 356 S&P 500 names losing ground compared to 147 gaining [8]. Sector Performance - Only two sectors were in the green, while nine sectors were in the red, mirroring the previous day's performance [9]. - Communication services rose by about 0.3%, while energy fell by about 1.3% [9]. Notable Gainers - Vertex Pharmaceuticals saw a significant increase of over 8%, attributed to positive late-stage trial results for a kidney disorder drug, which could potentially generate about $5 billion in sales if approved [10][11]. - Sienna, a communications equipment company, gained about 6% following analysts raising price targets by an average of 24% after its earnings report [12][13]. - Rivian's stock rose more than 4% after an upgrade from TD Cowan, with a new price target set at $20 [14]. Notable Decliners - Boeing's shares dropped more than 3% due to a wiring flaw found on its 737 Max, which will delay some deliveries [15][16]. - West Pharmaceutical Services experienced a decline of more than 5% after announcing the retirement of its long-term CEO [17]. - Centene's shares fell about 16% after the company projected a 35% decline in ACA marketplace enrollment due to expired federal subsidies [18]. Oracle Earnings - Oracle reported adjusted revenue of approximately $17.19 billion, exceeding estimates of $16.89 billion, with cloud revenue up 44% to $8.9 billion [21][22]. - The company raised its total revenue guidance to about $90 billion, which is higher than previous expectations [27][30]. - Oracle's stock rose about 7% in after-hours trading following the earnings report, indicating positive investor sentiment [30].
Jim Cramer Says “NVIDIA Gave You Everything You Could Ever Want”
Yahoo Finance· 2026-03-01 00:04
Group 1 - NVIDIA Corporation (NASDAQ:NVDA) reported a spectacular quarter with significant growth and a roadmap indicating potential to generate trillions of dollars in a short timeframe [1] - The company's gross margins were described as fantastic, and the level of business activity was characterized as extraordinary, with new clients being highlighted as fabulous [1] - NVIDIA develops a range of technologies including accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics, embedded systems, and automotive technologies [2] Group 2 - There is a belief that while NVIDIA is a strong investment, other AI stocks may offer greater promise for higher returns within a shorter time frame, with some suggesting potential upside of 10,000% [3]
Jim Cramer Says “NVIDIA Is the Bedrock of the Fourth Industrial Revolution”
Yahoo Finance· 2026-02-28 17:20
Group 1 - NVIDIA Corporation reported a strong earnings performance with a 75% growth in their data center business and provided better-than-expected guidance for the current quarter [1] - The company is not significantly affected by the memory shortage, as indicated by their strong margin guidance [1] - NVIDIA continues to experience high demand from hyperscalers, suggesting robust market conditions for their products [1] Group 2 - NVIDIA develops a range of technologies including accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics, embedded systems, and automotive technologies [2]
VNET Announces US$138 Million Private Placement
Prnewswire· 2026-02-27 14:10
Core Viewpoint - VNET Group, Inc. announced a private placement of 81 million newly issued Class A ordinary shares at an offering price of US$1.7 per share, aiming to raise approximately US$137.7 million for general corporate purposes [1][1]. Company Overview - VNET is a leading carrier- and cloud-neutral internet data center services provider in China, offering hosting, IDC services, cloud services, and business VPN services to enhance the reliability, security, and speed of internet infrastructure for its customers [1][1]. - The company operates in over 30 cities across China, serving a diverse base of more than 7,000 enterprise customers, including internet companies, government entities, and small to mid-sized enterprises [1][1]. Financial Details - The gross proceeds from the private placement are expected to be approximately US$137.7 million before deducting placement agent fees and offering expenses [1][1]. - The private placement is set to close around March 3, 2026, subject to customary closing conditions [1][1]. Regulatory Information - The securities offered in the private placement are not registered under the Securities Act of 1933 and are being offered in reliance on Regulation S [1][1]. - The securities may not be reoffered or resold in the United States or to U.S. persons prior to the expiration of a 40-day distribution compliance period [1][1].
