CRN names Teradata among 2026 AI 100 vendors in data and analytics
Teradata (NYSE: TDC) has been recognized on the 2026 CRN AI 100 list in the AI Data and Analytics category, highlighting its Autonomous AI and Knowledge Platform and partner ecosystem for production-scale enterprise AI. This marks the third consecutive year Teradata has received this honor, affirming its commitment to innovation and support for IT channel partners. The recognition underscores Teradata's role in helping organizations transition from AI pilots to full-scale deployment with robust data governance and cross-environment performance.
nVent Electric plc (NVT) Rallied on Surging Data Center Demand
nVent Electric plc (NYSE: NVT) saw its stock rally due to surging data center demand, particularly for liquid cooling solutions, and a key acquisition, as highlighted in Mairs & Power Small Cap Fund's Q4 2025 investor letter. Despite trailing broader small-cap indexes in 2025, the fund remains optimistic about small-cap stocks for 2026. Data shows 68 hedge funds held NVT by the end of Q4 2025, an increase from the previous quarter.
Mizuho cuts Super Micro Computer stock price target on near-term risks
Mizuho has lowered its price target on Super Micro Computer (NASDAQ:SMCI) shares to $25 from $33, maintaining a Neutral rating, due to near-term risks despite strong AI server demand projections. The firm noted that legal issues involving the company's co-founder and alleged violations of U.S. export controls have led to a class-action lawsuit and further price target reductions from other analysts. Mizuho also raised its Dell estimates, citing potential order shifts.
Mizuho cuts Super Micro Computer stock price target on near-term risks
Mizuho has lowered its price target for Super Micro Computer (SMCI) to $25 from $33, while maintaining a Neutral rating, citing near-term risks despite strong long-term AI server demand. The firm highlighted concerns about potential order shifts to competitors like Dell due to recent legal issues involving SMCI's co-founder and export control violations. Despite these challenges, Mizuho projects significant growth in AI server capital expenditure through 2027.
Deere & Company $DE Shares Sold by SteelPeak Wealth LLC
SteelPeak Wealth LLC significantly reduced its stake in Deere & Company, selling 73.9% of its shares in Q4. Additionally, two insiders, including CEO John C. May II, sold substantial amounts of their holdings. Despite these sales, Deere & Company beat quarterly earnings expectations and declared a quarterly dividend.
Built for the Core: How AMD is Driving the 5G SA Era with High-Performant Data Center Infrastructure
AMD is playing a crucial role in enabling the 5G Standalone (SA) era by providing high-performant data center infrastructure. The company's EPYC™ processors and Instinct™ GPUs offer powerful compute density, low latency processing, and high scalability essential for 5G core networks and advanced capabilities like network slicing. AMD also focuses on energy efficiency and an open ecosystem to support telcos in building future-ready and sustainable 5G networks.
Capital Management Associates Inc Acquires 2,143 Shares of Deere & Company $DE
Capital Management Associates Inc has increased its stake in Deere & Company (NYSE:DE) by 84.8% in the fourth quarter, acquiring an additional 2,143 shares, bringing its total holdings to 4,670 shares valued at $2.17 million. Other institutional investors also modified their positions in the company, with hedge funds and institutional investors collectively owning 68.58% of the stock. Analysts have a "Moderate Buy" consensus rating for Deere & Company, with an average price target of $650.95.
Penguin Solutions Pivots Hard Toward AI Memory Growth
Penguin Solutions' Q2 earnings call revealed a strategic shift towards AI inference and memory solutions, despite a 6% year-over-year decline in total net sales to $343 million. The company raised its full-year guidance for net sales growth and EPS, driven by robust performance in its Integrated Memory business, which surged 63% year-over-year. Penguin introduced new AI-focused products, secured new AI customers, and emphasized partnerships to bolster its AI strategy, while managing increased inventory and potential gross margin compression in the second half.
2,056 Shares in Deere & Company $DE Purchased by Realta Investment Advisors
Realta Investment Advisors recently acquired 2,056 shares of Deere & Company (NYSE:DE), valued at approximately $957,000, in the fourth quarter. Institutional investors now hold about 68.58% of the company's stock, while analysts have set an average price target of $650.95 with a "Moderate Buy" consensus. Despite strong quarterly earnings and a dividend announcement, some insiders, including the CEO, have sold shares.
Aberdeen Group plc Grows Stock Position in Hewlett Packard Enterprise Company $HPE
Aberdeen Group plc increased its stake in Hewlett Packard Enterprise Company ($HPE) by 2.1% in the fourth quarter, now owning 1,979,595 shares valued at $47.55 million. Other institutional investors also adjusted their positions in HPE, which has a "Moderate Buy" consensus rating from analysts and an average price target of $26.76. Recent insider selling was also reported, with executives selling shares valued collectively over $3.6 million.
Is Cognizant’s (CTSH) UK TechFirst Role Quietly Reframing Its AI Talent and Public-Sector Narrative?
Cognizant has been named a strategic industry partner in the UK's TechFirst programme, aiming to offer 100 work placements and 1,000 volunteering hours. This initiative is expected to strengthen Cognizant's position in the public sector and AI talent pipelines, complementing its AI Factory launch. The article explores how this move could influence Cognizant's AI-focused investment narrative, forecasting significant revenue and earnings growth by 2028.
A Look At Western Digital (WDC) Valuation After Bernstein Upgrade On AI Storage Growth Outlook
Western Digital (WDC) received an "Outperform" upgrade from Bernstein amidst growing demand for AI data center storage, leading to significant share price momentum. The company is currently valued at approximately US$100 billion, trading about 11% below current analyst price targets. While a popular narrative suggests a fair value of $321 per share due to AI-driven storage demand, an internal Discounted Cash Flow (DCF) model points to an even higher fair value of $523.56, suggesting the stock might be deeply undervalued.
Perpetual Ltd Makes New Investment in Hewlett Packard Enterprise Company $HPE
Perpetual Ltd recently acquired 1,422,248 shares of Hewlett Packard Enterprise (HPE) in Q4, valued at approximately $34.16 million, representing 0.11% of the company. This investment comes after HPE reported strong Q results, beating EPS expectations and providing positive FY2026 guidance. Despite insider selling, institutional investors like Vanguard Group and Elliott Investment Management have also significantly invested in HPE.
HP Inc.: Why This Boring Stock Just Got Seriously Interesting for You
HP Inc. is evolving beyond its traditional printer and laptop image into a significant player in the AI PC, gaming, and high-dividend cash-flow markets. The company's strategy focuses on AI-enabled laptops, cost discipline, and consistent shareholder returns, making it an overlooked opportunity for investors. While not a hyper-growth stock, HP offers stability, dividends, and exposure to the upcoming AI PC upgrade cycle.
Novo claims edge over Lilly's newly approved GLP-1 pill in cross study
Novo Nordisk claims its oral Wegovy outperformed Eli Lilly's newly approved GLP-1 pill, Foundayo, in a cross-trial comparison, showing greater weight loss and lower discontinuation rates. While not a head-to-head trial, Novo cited these findings and an online survey as evidence for Wegovy's clinical strength and patient preference. Both companies are vying for market dominance in the multi-billion dollar oral GLP-1 market, with administration differences potentially influencing patient choice.
4 Tech Stocks That Still Have Strong Fundamentals
Despite market volatility, particularly from the war in Iran, four tech stocks—SanDisk Corp. (SNDK), Seagate Technology Holdings PLC (STX), Dell Technologies Inc. (DELL), and Analog Devices (ADI)—are highlighted for their strong fundamentals and potential for continued growth. The article suggests that these companies, buoyed by the AI supercycle and robust financial performances, are currently at opportune buying points. Technical indicators like moving averages and RSI also suggest bullish momentum for these stocks.
DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy
Dell Technologies (DELL) shares have risen 16.7% in the past month, outperforming peers, primarily driven by robust AI infrastructure demand. The company boasts strong liquidity, generating over $11 billion in operating cash flow in fiscal 2026, and is considered undervalued with a forward 12-month P/E of 12.99X. Dell's competitive prowess in AI, coupled with its financial strength and favorable valuation, makes it an attractive buy according to Zacks.
Oracle layoffs: In a first, the 6 AM email that laid off 10,000+ employees did not come from HR
Oracle has initiated its largest-ever round of layoffs, affecting thousands of employees globally without prior notice. Termination emails, signed by "Oracle Leadership" rather than HR, were sent early Tuesday, immediately revoking system access. These cuts, potentially impacting 20,000 to 30,000 employees, are linked to Oracle's aggressive AI data center expansion, and severance packages require employees to sign documents before processing.
Here's Why You Should Retain ADP Stock in Your Portfolio Now
Automatic Data Processing (ADP) stock has underperformed the market and its industry over the past year, but analysts anticipate revenue growth of 6.1% in fiscal 2026 and 5.5% in fiscal 2027, with EPS expected to increase by 9.5% and 10% respectively. The company's three-tier business strategy, expansion into international HCM and HRO markets, and consistent dividend payments are strong positive factors. Despite fierce competition and rising talent costs being potential risks, ADP maintains a strong liquidity position, and a "Hold" Zacks Rank, with other good options in the tech industry like Cisco Systems and Dell Technologies Inc.
AMD Delivers Breakthrough MLPerf Inference 6.0 Results
AMD's latest MLPerf Inference 6.0 submission shows significant advancements with its Instinct MI355X GPUs, surpassing 1 million tokens per second at multinode scale and expanding into new workloads like text-to-video generation. The results demonstrate competitive single-node performance against NVIDIA B200 and B300 GPUs, efficient scale-out, and broad ecosystem reproducibility, largely attributed to the AMD ROCm software stack. These achievements position AMD as a strong contender in the generative AI inference market, with a clear roadmap for future Instinct GPU series and rack-scale solutions.
Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
Connection (PC Connection, Inc.; NASDAQ: CNXN) has achieved Dell Technologies Partner Program Titanium Black status for 2026, the highest recognition in the program. This elite status acknowledges Connection's strategic importance to Dell and its ability to deliver transformative technology solutions to customers. The partnership highlights a shared commitment to innovation and customer success in the rapidly evolving technology landscape.
Intel Boosts Cybersecurity, Faces Price Shifts Amid CPU Shortage
Intel's stock has risen by 9.31% due to optimistic projections for its cloud computing innovations. The company is experiencing increased CPU prices of 10-15% as a result of tight supply and high demand, particularly for AI-related technologies, and is expanding its cybersecurity partnership with CrowdStrike with new AI-enhanced security solutions for Intel-powered PCs. New Street Research has also raised its price target for Intel from $40 to $50, reflecting cautious optimism, despite the stock's recent volatility and a net income dip caused by research costs.
Deere & Company (NYSE:DE) Price Target Raised to $640.00
Barclays has raised its price target for Deere & Company (NYSE:DE) from $530.00 to $640.00, maintaining an "overweight" rating and suggesting a potential upside of 13.25%. This move comes as the company continues to receive a "Moderate Buy" consensus from analysts, despite recent insider selling by CEO John C. May II and other executives. Deere reported strong quarterly results, beating EPS and revenue expectations, and institutional investors have been adjusting their holdings, with many increasing their stakes in the company.
FCTE Stock News Today | Earnings, Events & Price Alerts
This page provides a compilation of recent news and events related to FCTE stock, including headlines from various financial news sources. It features news on market predictions, unusual trading volume, and company-specific updates, alongside general market information. The platform also offers tools for stock analysis and price alerts for FCTE.
Logitech International SA Stock: Steady Growth in Peripherals Amid Hybrid Work and Gaming Trends
Logitech International SA is demonstrating resilient revenue growth in the computer peripherals market, driven by trends in hybrid work, gaming, and AI. The company, listed as LOGI on Nasdaq, benefits from strong North American investor interest due to its alignment with these enduring trends, consistent earnings beats, and capital returns through share repurchases. Logitech's strategic focus on high-growth areas like gaming, video collaboration, and AI integration, coupled with its robust business model and leading market position, contributes to its steady performance and appeal to investors.
Kurt Sievers, Retired CEO of NXP Semiconductors, Appointed to Booking Holdings Board of Directors
Booking Holdings Inc. announced the appointment of Kurt Sievers, former CEO of NXP Semiconductors, to its Board of Directors, effective April 1, 2026. Sievers brings extensive global experience in technology, mobility, and consumer markets, having previously led NXP Semiconductors and overseen significant strategic initiatives. Simultaneously, Director Lynn Radakovich is retiring from the Board after a decade of service.
Logitech International SA Stock: Steady Growth in Peripherals Amid Hybrid Work and Gaming Trends
Logitech International SA (LOGI) demonstrates steady revenue growth and strong performance in the computer peripherals market, driven by hybrid work and gaming trends. The company's strategic focus on gaming and video collaboration, alongside AI integration and sustainability efforts, positions it well for future gains. North American investors find Logitech appealing due to its Nasdaq listing, consistent earnings beats, share repurchase programs, and alignment with major tech trends, despite potential risks from macroeconomic sensitivity and competition.
Hewlett Packard Enterprise (NYSE:HPE) Stock Rating Upgraded by Truist Financial
Truist Financial has upgraded Hewlett Packard Enterprise (NYSE:HPE) stock to a "strong-buy" rating. This upgrade follows several other analysts' reports, with the stock holding a "Moderate Buy" consensus rating and a target price of $26.76. Recent insider transactions show executives selling shares, while institutional investors have been modifying their holdings in the company.
Zspace Inc. launches Franklin Lab A3 for interactive virtual circuit learning
Zspace Inc. has introduced Franklin Lab A3, a new virtual simulation platform designed to revolutionize the way students learn about electricity. This platform enables users to build, explore, and troubleshoot electrical circuits in a safe digital environment, fostering hands-on engagement with STEM concepts. Franklin Lab A3 aims to advance science education by allowing students to experiment and acquire problem-solving skills without the risks associated with physical experiments.
Trump Signals Iran Exit, S&P 500 Heads For Worst Month Since September 2022: What's Moving The Market On Tuesday?
U.S. equities rallied on Tuesday after reports indicated President Trump was open to ending military hostilities with Iran, even with potential disruptions in the Strait of Hormuz. Despite the day's gains, the S&P 500 is still poised for its worst monthly performance since September 2022. Tech stocks led the recovery, while economic data showed a slight miss in JOLTS job openings but better-than-expected consumer confidence.
SNDK Stock Price, Quote & Chart | SANDISK CORP (NASDAQ:SNDK)
This article provides an in-depth financial overview of SANDISK CORP (NASDAQ:SNDK), including its current stock price, performance metrics, key statistics, and analyst forecasts. It highlights the company's strong technical and solid financial health ratings from ChartMill, while also noting profitability concerns. The report details recent earnings performance and future growth expectations.
Classover’s Strategic Moves and their Ripple in the Stock Market
Classover Holdings Inc. (NASDAQ: KIDZ) recently saw its stock trade up by 68.78% following strategic moves including a $400M equity purchase related to Solana that allows it to focus on AI and robotics education tech. The company is forming new collaborations, such as with YuGuang AI for AI-based courses and Walimaker to bring robotics and AI-stem programs to North America, signifying a strong growth focus in the educational technology sector. Despite some financial challenges like a high leverage ratio, these strategic alliances are expected to enhance shareholder value and position the company for long-term growth in the AI and robotics education market.
Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'
Iran's Islamic Revolutionary Guard Corps (IRGC) has issued a threat, listing 18 tech companies as potential targets for retaliation if attacks on Iranian military leaders do not cease by April 1, 2026. The list includes major U.S. tech firms like Palantir, Tesla, Apple, and others with a presence in the Middle East or defense contracts. The IRGC has warned that "For every assassination, a U.S. company will be destroyed," singling out Tesla as a key physical target in the region due to its growing operations and CEO Elon Musk's connection to Starlink.
AI GPU Platforms Drive 90% of SMCI's Revenues: More Upside Ahead?
Super Micro Computer (SMCI) is significantly benefiting from the high demand for AI infrastructure, with AI GPU platforms now accounting for 90% of its revenue. The company is a full-stack AI infrastructure provider, integrating advanced AI chips from NVIDIA and AMD, positioning it for potential revenue growth to $40 billion in fiscal 2026 despite facing challenges like customer concentration and export-control scrutiny. However, SMCI's stock performance has lagged, and it faces competition from Dell Technologies and Hewlett Packard Enterprise.
Analysts Offer Insights on Technology Companies: NetApp (NTAP), Intuit (INTU) and Coherent Corp (COHR)
Analysts from Citi and Rosenblatt Securities have provided updated ratings for NetApp (NTAP), Intuit (INTU), and Coherent Corp (COHR). Citi reiterated a Hold rating for NetApp with a consensus price target of $116.91, and a Buy rating for Intuit, whose consensus target is $579.67. Rosenblatt reiterated a Buy rating for Coherent Corp, setting a price target of $375.00, while the consensus target is $278.75.
Hewlett Packard Enterprise (NYSE:HPE) Coverage Initiated at Truist Financial
Truist Financial has initiated coverage on Hewlett Packard Enterprise (NYSE:HPE) with a "buy" rating and a $31 price target, implying a significant upside. This comes after HPE reported strong Q1 results, exceeding EPS estimates, and provided positive FY2026 guidance. However, the report also highlights recent significant insider selling by the CEO and an EVP.
Lord & Richards Wealth Management LLC Trims Holdings in Diamondback Energy, Inc. $FANG
Lord & Richards Wealth Management LLC reduced its stake in Diamondback Energy (NASDAQ:FANG) by 50.3% in the fourth quarter, selling 5,585 shares and retaining 5,527 shares worth $831,000. This comes amidst significant insider selling totaling nearly $200 million and the company missing Q4 EPS estimates, though it raised its quarterly dividend to $1.05. Analysts maintain a consensus "Buy" rating with an average target price of $199.29.
Hewlett Packard Enterprise Company $HPE Holdings Decreased by Retirement Systems of Alabama
Retirement Systems of Alabama reduced its stake in Hewlett Packard Enterprise (HPE) by 15.1% in Q4, selling 726,113 shares. Despite this, several other large institutional investors increased their holdings, and analysts generally maintain a "Moderate Buy" rating with an average target price of $26.50. HPE recently beat EPS estimates and increased revenue by 18.4% year-over-year.
Dell Shares Dip Amid Cautious Analyst Coverage: What To Know
Dell Technologies (DELL) shares experienced a dip following a new "Hold" rating from Truist Securities analyst Matthew Niknam, despite a generally bullish market and several recent price target increases from other firms. The analysis suggests investors should await further developments, though Dell's stock remains strong against key moving averages and shows bullish momentum according to Benzinga Edge rankings.
DigitalOcean is the best performing IT stock in March (VGT:NYSEARCA)
DigitalOcean Holdings significantly outperformed other U.S. information technology stocks in March, achieving a 39.71% one-month gain despite overall market volatility and declines in the sector. Other strong performers included AXT and Fastly, while major tech ETFs saw losses. Fastly and Dell Technologies also received Strong Buy Quant Ratings.
AI GPU Platforms Drive 90% of SMCI's Revenues: More Upside Ahead?
Super Micro Computer (SMCI) is significantly profiting from the booming AI infrastructure demand, with its AI GPU platforms accounting for 90% of its total revenues. Despite its strong market position and potential to reach $40 billion in revenues by fiscal 2026, SMCI faces challenges such as customer concentration risk, potential export-control scrutiny, and a surging inventory. The company competes with Dell Technologies and Hewlett Packard Enterprise while showing a strong year-over-year earnings increase projected for fiscal 2026 and 2027.
Hewlett Packard Enterprise Company (NYSE:HPE) Given Average Recommendation of "Moderate Buy" by Brokerages
Hewlett Packard Enterprise (NYSE:HPE) has received a "Moderate Buy" recommendation from twenty brokerages, with an average 12-month target price of $26.50. Despite positive analyst ratings and exceeding quarterly EPS estimates, company insiders, including CEO Antonio Neri, sold a significant number of shares in the last 90 days. The company reported strong revenue growth of 18.4% year-over-year and issued optimistic FY2026 guidance.
Jabil, CECO Environmental, Iridium, Viasat, and Dell Stocks Trade Down, What You Need To Know
Several stocks, including Jabil, CECO Environmental, Iridium, Viasat, and Dell, experienced declines due to intensified geopolitical tensions in the Middle East and rising oil prices. The market saw a "risk-off" sentiment, pushing major indices into correction territory as investors anticipated a "higher-for-longer" interest rate environment. Despite the downturn, the article suggests that significant price drops can present good buying opportunities for high-quality stocks.
Jabil, CECO Environmental, Iridium, Viasat, and Dell Stocks Trade Down, What You Need To Know
Several stocks, including Jabil, CECO Environmental, Iridium, Viasat, and Dell, experienced declines due to intensified geopolitical tensions in the Middle East, which pushed major indices into correction territory. The conflict with Iran led to a surge in oil prices, fueling inflation fears and promoting a "risk-off" sentiment among investors. This market downturn saw these specific companies' shares fall by over 5%, despite some having positive year-to-date performance.
Diamondback Energy (NASDAQ:FANG) Given New $230.00 Price Target at Citigroup
Citigroup has increased its price target for Diamondback Energy (NASDAQ:FANG) to $230.00 from $178.00, maintaining a "buy" rating. This new target suggests a potential upside of 16.14% from the stock's previous close of $198.03. Other analysts also recently updated their ratings and price targets, with the company currently holding an average "Buy" rating and a consensus price target of $199.29.
Intel and AMD Shortages Threaten Impact on Dell’s Profit Margins
Dell Technologies Inc. Class C stock is trading down amidst investor concerns over market uncertainty and persistent supply chain issues, specifically Intel and AMD chip shortages. These shortages are leading to increased costs and extended lead times, severely pressuring Dell's profit margins and affecting server and PC shipments. An insider's intention to sell shares further highlights market speculation, while the company navigates significant operational expenditures despite solid revenue.
Intel Corporation’s 18A Bet Faces First Market Test as Business PCs Arrive Tuesday
Intel's 18A process commercial PCs, featuring Core Ultra Series 3 and vPro platform, will launch on March 31, with Dell being one of the first to deliver systems. This rollout is critical for Intel CEO Lip-Bu Tan's strategy to regain manufacturing leadership and bolster the company's foundry business. The timing coincides with a major PC refresh cycle for businesses, though rising memory prices and potential slower uptake of AI PCs present challenges for Intel amid fierce competition from AMD and Arm.
Yarbrough Capital LLC Reduces Stock Holdings in Diamondback Energy, Inc. $FANG
Yarbrough Capital LLC reduced its stake in Diamondback Energy (NASDAQ:FANG) by 13.7% in Q4, selling 22,845 shares and now holding 144,202 shares valued at approximately $21.68 million. This makes Diamondback Energy the fund's 24th largest holding, accounting for about 0.7% of its portfolio. The move comes as Diamondback Energy missed Q4 earnings expectations, reporting lower EPS and revenue, despite increasing its quarterly dividend.
TSS, Inc. initiated with a Buy at Needham
Needham analyst Matthew Calitri initiated coverage of TSS, Inc. (TSSI) with a Buy rating and a $16 price target. The analyst anticipates strong revenue growth for TSS, Inc. driven by increasing order volumes from Dell Technologies and sustained demand for AI-optimized infrastructure. Shipments exceeding minimum contracted quantities are expected to lead to a significant 4x revenue uplift.
Hewlett Packard Enterprise Stock: Navigating AI-Driven Growth and Enterprise IT Opportunities for No
Hewlett Packard Enterprise (HPE) is positioned as a key player in AI systems and edge computing, transitioning from hardware to high-margin solutions مثل HPE GreenLake. The company focuses on sovereign AI and hybrid cloud strategies, with strong growth potential fueled by demand for high-performance computing systems and secure, private infrastructure. Despite competition and execution risks, HPE's strategic pivot and strong market positioning make it an attractive investment, particularly for North American investors seeking exposure to resilient enterprise tech demand.
