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Juniper's (jnpr) new software boosts data center capabilities

Juniper (JNPR) introduces advanced features in Apstra software solution, enabling organizations to optimize operations of ...

September 21, 2023, 1:32 pm

Why intel stock took a hit after intel innovation 2023 -- is it an overreaction?

Intel's bullish trend was halted after the CFO shared some short-term headwinds affecting margins and its data...

September 20, 2023, 4:56 pm

Why intel stock dipped by more than 2% today

data center revenues are still declining at Intel. Intel's CFO warned investors that it may take anothe...

September 20, 2023, 1:31 pm

How much of a no-brainer is carrier global?

Carrier Global Corporation is undergoing a strategic transformation, focusing on energy management solutions with acquisitions like Viessmann, aiming ...

September 20, 2023, 10:55 am

Equinix: one for the watchlist

Equinix is a dominant player in the data center industry, and will benefit from the rapid pace of digit...

September 19, 2023, 5:37 pm

Johnson controls: stable prospects, valuation appears fair

Revenues, orders, and backlog continue to rise for the first nine months of FY2023. Growing demand for smart building ...

September 19, 2023, 3:18 am

Arista networks: paving the ai highway, but unattractive returns

Arista Networks, Inc. specializes in software-driven cloud networking solutions for data centers and cl...

September 18, 2023, 6:11 pm

Digital realty trust: here comes the generative ai boom

The recent generative AI boom has notably justified the embedded premium long observed in the data center...

September 18, 2023, 2:00 pm

Can nvidia live up to its sky-high expectations?

Nvidia's GPUs are heavily utilized in data centers. The chipmaker is projected to nearly triple its rev...

September 17, 2023, 7:45 am

Where will nvidia stock be in 5 years?

Nvidia may experience a period of super-growth as AI-related demand boosts its data center business. As...

September 17, 2023, 6:00 am

Is it too late to buy nvidia stock?

Nvidia shares' steep valuation seems justified given the growth the chipmaker is expected to deliver. Analysts see Nvidia ramping up the production of...

September 16, 2023, 7:18 am

Applied optoelectronics: buy with both hands after unwarranted selloff

Shares sold off after the company terminated the $150 million sale of its Chinese manufacturing facilities and increased the amount available under it...

September 16, 2023, 3:41 am

Ciena's (cien) coherent solutions being leveraged by edgeuno

Ciena's (CIEN) Waveserver 5 is being utilized by EdgeUno to upgrade its data center interconnect....

September 14, 2023, 2:16 pm

Denison mines: a promising uranium exploration company

Denison Mines Corp. is a Canadian uranium exploration company with a clean balance sheet and CAD$47 million in cash. The demand for nuclear energy is ...

September 14, 2023, 1:11 pm

Applied optoelectronics: far from thriving, but optimistic (rating upgrade)

Applied Optoelectronics, Inc.'s latest quarterly results show promise, particularly in the data center ...

September 14, 2023, 12:02 pm

Arm china 'doing well,' ceo says, even as softbank's masa son reduces china exposure

Arm's China subsidiary is "doing well" with strong potential in data center and automotive applications...

September 14, 2023, 10:43 am

Here's why you should retain equinix (eqix) stock for now

Robust data center demand, expansion efforts and a solid balance sheet are likely to aid Equinix's (EQI...

September 13, 2023, 1:31 pm

Enfabrica adds nvidia as a new investor as it wraps up $125m financing round

Enfabrica Corporation has announced the successful close of a $125 million Series B financing round, introducing a group of new investors including le...

September 12, 2023, 12:02 pm

Post-nvidia's q2 2023 earnings—will the ‘ai hype' keep driving equity performance?

By Christopher Gannatti, CFA, Global Head of Research On August 23, we saw another set of incredible results from Nvidia. The company's ...

September 10, 2023, 12:02 pm

Amd: downgrading to sell, only a.i. fumes here

We are downgrading Advanced Micro Devices to a sell. We are now less optimistic about AMD because we think Wall Street expectations for AI revenue are...

September 8, 2023, 10:08 am


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