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Venture
from24/7 Wall St.
2 weeks ago

Strong Demand Outlook Boosts Tech Names Hewlett Packard Enterprise (HPE), Jabil (JBL) and CrowdStrike (CRWD)

Wall Street analysts raised price targets on HPE, CrowdStrike, and Jabil, citing accelerating AI infrastructure demand as the primary driver of growth conviction across all three technology stocks.
Venture
from24/7 Wall St.
2 weeks ago

Jim Cramer Calls nVent Electric a Mini Vertiv for Data Center Plays

nVent Electric is a 'picks and shovels' play for data center infrastructure, providing essential electrical enclosures, power distribution, and protection equipment that hyperscalers need before deploying servers.
Tech industry
from24/7 Wall St.
3 weeks ago

CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain'

Broadcom provided concrete AI revenue guidance through 2027 while Nvidia failed to shift market narrative despite beating earnings estimates, demonstrating the importance of forward clarity over historical performance.
from24/7 Wall St.
3 weeks ago

Cramer Calls Broadcom Undervalued Despite Recent Declines

This is an undervalued stock versus where people thought it was going to be. Broadcom just posted Q1 FY2026 revenue of $19.31 billion, up 29.5% year-over-year, beating estimates. The real story is AI: AI semiconductor revenue hit $8.4 billion, more than doubling year-over-year at 106% growth. That number exceeded even Broadcom's own forecast.
Business intelligence
Tech industry
from24/7 Wall St.
3 weeks ago

Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody's Talking About It

Cisco is experiencing a major resurgence driven by AI infrastructure demand, with hyperscalers booking $2.1 billion in a single quarter, matching its entire fiscal 2025 revenue and positioning the company for significant growth.
Tech industry
fromFortune
1 month ago

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue' | Fortune

Nvidia reported record Q4 revenue of $68.1 billion with 73% year-over-year growth, driven by surging data center demand, and guided Q1 fiscal 2027 revenue to $78 billion with secured capacity for multiple quarters ahead.
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