Gartner Magic Quadrant for Enterprise Storage 2026: Everpure Tops Both Axes Again as the Six Leaders Hold
Gartner has released its 2026 Magic Quadrant for Enterprise Storage Platforms, showing continued leadership from the same six vendors: Everpure, Huawei, HPE, NetApp, Dell Technologies, and IBM. Everpure maintained its top position for both ability to execute and completeness of vision for the second consecutive year. The report highlights significant developments from these leaders, aligning with StorageReview's observations over the past year.
Resilient CDW stock jumps on strong Q2 2026 earnings and AI demand
CDW Corp. stock jumped 3.3% after reporting strong Q2 2026 results, with net sales up 10% to $6.57 billion and non-GAAP EPS rising 12% to $2.91. The company's growth is largely attributed to increasing demand for AI infrastructure solutions, leading to an upbeat full-year outlook and a continued dividend payout. Despite lagging the broader IT services industry in short-term share price performance, CDW's consistent earnings and exposure to AI position it as an attractive option for investors.
Bruker Corporation Executive is Named Finance Chief at Quanterix
Quanterix Corporation has appointed Jason Faessler, formerly of Bruker Corporation, as its new chief financial officer. Faessler's extensive experience in finance leadership within the life science tools industry is expected to be crucial for Quanterix's future growth. He previously held senior financial roles at PAREXEL, EMC (now Dell), and Harvard Business Publishing.
HPQ Set to Report Q3 Earnings: What's in Store for the Stock?
HP Inc. (HPQ) is scheduled to release its third-quarter fiscal 2026 results on August 26, with revenue estimates at $14.60 billion, a 4.8% increase year-over-year. The company's performance is expected to be boosted by its Personal Systems business, especially AI PCs and premium PCs, despite potential headwinds from rising memory prices and inflationary pressures. HPQ currently holds a Zacks Rank #3 (Hold) and an Earnings ESP of 0.00%, suggesting an uncertain outlook for an earnings beat.
HPQ Set to Report Q3 Earnings: What's in Store for the Stock?
HP Inc. (HPQ) is scheduled to release its fiscal third-quarter 2026 results on August 26. Analysts expect revenues of $14.60 billion and non-GAAP earnings per share between 61 and 71 cents, with the Zacks Consensus Estimate for earnings at 66 cents, representing a year-over-year decline. The company's performance is likely to be driven by strength in its Personal Systems business, especially AI PCs and premium models, but profitability could be impacted by rising memory prices and other inflationary pressures.
HPQ Set to Report Q3 Earnings: What's in Store for the Stock?
HP Inc. (HPQ) is set to release its third-quarter fiscal 2026 results on August 26, with an expected revenue of $14.60 billion, up 4.8% year-over-year. The company's performance is likely to be driven by strong momentum in its Personal Systems business, particularly from AI PCs and premium PCs, alongside growth in gaming products. However, rising memory prices and increased inflationary pressures on oil and transportation costs are expected to negatively impact profitability, especially in the Print segment.
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
Semtech Corporation (SMTC) is poised to release its second-quarter fiscal 2027 results on August 25, with anticipated revenues of $328 million and non-GAAP earnings per share of 61 cents. The company's performance is expected to be driven by strong momentum in its infrastructure, industrial, and high-end consumer markets, particularly its data center business, LoRa technology, and high-end consumer segment. Despite an Earnings ESP of 0.00% and a Zacks Rank #2, the article also highlights other technology stocks like Dell Technologies, Hewlett Packard Enterprise, and Intuit that are predicted to beat earnings.
The Forrester Wave: Object Storage Solutions, Q2 2026
StorageNewsletter critiques "The Forrester Wave: Object Storage Solutions, Q2 2026" report, expressing surprise and disappointment over the omission of key object storage players like Cloudian, DataCore (Swarm), IBM (Cloud Object Storage), and MinIO. The article questions Forrester's inclusion criteria, particularly the revenue requirement and the classification of unified storage platforms with object interfaces as dedicated object storage solutions. It concludes that the report does not fully reflect the current object storage market landscape.
Should iShares Morningstar Mid-Cap ETF (IMCB) Be on Your Investing Radar?
The iShares Morningstar Mid-Cap ETF (IMCB), launched in 2004 and managed by Blackrock, offers diversified exposure to the US mid-cap blend segment with an impressively low expense ratio of 0.04%. With assets exceeding $1.71 billion, it holds a Zacks ETF Rank of 2 (Buy) due to its balanced growth potential and stability, primarily allocated to industrial, financial, and information technology sectors. The ETF has shown strong performance, returning approximately 20.5% year-to-date and 23.44% over the last year, making it an attractive option for long-term investors.
The Zacks Analyst Blog Highlights Dell, Celestica, Lumentum and Vertiv
The Zacks Analyst Blog identifies Dell Technologies, Celestica, Lumentum, and Vertiv as key beneficiaries of the rapidly expanding AI data center infrastructure market. These companies offer essential components like AI servers, data center connectivity, optical technologies, and power/cooling solutions, making them attractive investments beyond traditional chipmakers. The article highlights their strong financial performance and growth prospects driven by significant capital expenditures from hyperscalers like Amazon and Microsoft.
TSS (TSSI) Q2 2026 Earnings Call Transcript
TSS Inc. reported its Q2 2026 earnings, highlighting a strategic shift towards higher-margin Systems Integration and Facilities Management services, which drove an 11% increase in gross profit and 12% in Adjusted EBITDA despite a 20% decline in total revenue due to planned pullbacks in lower-margin procurement. The company is investing $17 million in its Georgetown facility to support NVIDIA's Vera Rubin platform and reaffirmed its 2026 Adjusted EBITDA guidance towards the upper end of the $20 million to $22 million range. Management expects stronger performance in the second half of 2026, driven by growing demand for AI rack integration and new warehousing services.
TSS (TSSI) Q2 2026 Earnings Call Transcript
TSS (TSSI) reported its Q2 2026 earnings, highlighting a strategic shift towards higher-margin Systems Integration and Facilities Management services, which now constitute a larger portion of its revenue mix. Despite a 20% decline in total revenue due to a planned pullback in lower-margin procurement activities, gross profit increased by 11% and adjusted EBITDA by 12%. The company is investing $17 million in its Georgetown facility to support NVIDIA's new Vera Rubin platform and expects stronger performance in the second half of 2026, driven by growing demand for AI rack integration.
ScanSource to Acquire MicroAge, a Leading IT Solutions Integrator
ScanSource, Inc. (NASDAQ: SCSC) has announced a definitive agreement to acquire MicroAge, a leading IT solutions integrator, for $220.5 million in an all-cash transaction. This acquisition is expected to strengthen ScanSource’s presence in strategic growth technologies, accelerate revenue growth, and expand margin opportunities. The deal is projected to be accretive to gross profit margin, adjusted EBITDA margin, and non-GAAP EPS in its first year, and is anticipated to close in the quarter ending September 30, 2026.
Coeur Mining Diversifies Your Portfolio And Amplifies Its Swings
Coeur Mining (CDE) offers a low correlation to the broader market, making it a diversification tool, but this comes with high volatility. The stock's performance is more closely tied to gold prices and operational developments at its mines rather than the general economy. Despite operational delays at some sites, Coeur Mining reported record free cash flow and a strong cash balance, indicating robust financial health.
Penguin Solutions Inc. (PENG) News, Articles, Events & Latest Updates
This article compiles recent news and updates for Penguin Solutions Inc. (PENG), an AI Factory Platform Company. Key topics include comparisons with other AI infrastructure stocks, announcements of conference presentations, expansion of its partner network, and the closing of a $750 million convertible notes offering for AI infrastructure growth. The stock's performance and strategic initiatives in the AI sector are highlighted.
Snowflake Rides on AI Momentum: Can It Stay Ahead of DELL and Oracle?
Snowflake is leveraging AI momentum with products like Snowflake Intelligence and Cortex Code, leading to a 34% rise in product revenues in Q1 fiscal 2027. The company's cloud-native architecture and AI integration differentiate it from competitors like Dell and Oracle, who are also expanding their AI footprints. Snowflake expects continued growth, with a 31% product revenue increase projected for fiscal 2027, despite trading at a premium valuation.
IT vs. OT: Key differences explained
This article explains the key differences between Information Technology (IT) and Operational Technology (OT), highlighting that IT focuses on data while OT manages physical industrial operations. It discusses the growing convergence of IT and OT, driven by IoT and AI, which offers benefits like cost reduction and enhanced security, despite challenges such as device inventory, legacy systems, and data integration. The piece elaborates on the examples and use cases for both IT and OT, emphasizing how their convergence can lead to greater efficiencies and better decision-making processes.
8 Green Days In A Row: Imperial Oil Stock Is Up 8.9%
Imperial Oil (IMO) stock has experienced an 8-day winning streak, pushing its market value up by $5.4 billion and resulting in an 8.9% cumulative gain for shareholders. While the stock has seen significant year-to-date and multi-year returns, its recent rally is not fully supported by underlying fundamentals like revenue growth and operating margins compared to the S&P 500 median. The article suggests that while momentum is notable, investors should assess if the company's growth prospects justify its higher valuation.
Kentucky Farm Bureau Mutual Insurance Co Makes New Investment in Diamondback Energy, Inc. $FANG
Kentucky Farm Bureau Mutual Insurance Co has acquired a new stake of 12,608 shares in Diamondback Energy, Inc. (NASDAQ:FANG) valued at approximately $2.22 million. This investment comes amidst various other institutional investors adjusting their positions in the oil and natural gas company. Diamondback Energy recently reported strong Q2 earnings, exceeding analyst expectations, and declared a quarterly dividend.
E Fund Management Co. Ltd. Takes $1.86 Million Position in Diamondback Energy, Inc. $FANG
E Fund Management Co. Ltd. has acquired a new position of 10,598 shares in Diamondback Energy, Inc. (FANG) valued at approximately $1.86 million during the second quarter. Institutional investors now own 90.01% of the company's stock, while analysts maintain a "Moderate Buy" rating with an average price target of $222.21. Diamondback Energy also reported strong Q2 earnings, surpassing expectations with $6.48 EPS and $5.56 billion in revenue, and announced a quarterly dividend of $1.10.
SBA Communications director Krouse sells $54,802 in SBAC shares
George R Krouse Jr., a director at SBA Communications Corp. (NASDAQ:SBAC), sold 300 shares of the company’s Class A Common Stock for $54,802 on August 17, 2026. Following this transaction, Krouse directly holds 8,511.636 shares and beneficially owns various restricted stock units. The sale occurred after SBA Communications surpassed Q2 2026 earnings expectations and increased its full-year guidance, with InvestingPro analysis suggesting the stock is undervalued despite a recent decline.
Singularity Future Technology raises $1.8 million in offering
Singularity Future Technology Ltd. (NASDAQ:SGLY) successfully closed a registered direct offering, raising approximately $1.8 million. The company sold 600,000 shares of common stock or pre-funded warrants to an institutional investor at $3.00 per share, with Univest Securities, LLC acting as the sole placement agent. This offering was conducted under an effective shelf registration statement.
Seagate Stock Fell 9% Amid Steady Insider Selling. Here’s What That Signals
Seagate Technology Holdings (STX) stock dropped 9.16% on August 18, despite strong fiscal year results, as traders locked in profits and the broader memory group sold off. The article highlights significant insider selling, totaling $274 million over the past year, primarily through pre-scheduled Rule 10b5-1 plans, which suggests diversification rather than a negative outlook on the company's fundamentals. Seagate closed its strongest fiscal year with record revenue and EPS, guiding for further sequential growth, and its stock trades at a premium due to rapid EBITDA growth and high margins.
GitHub outage had users weighing options, but finding few
A recent major GitHub outage, which affected critical services like GitHub Actions and Copilot for several hours, left many users frustrated and contemplating alternatives. However, the deep integration of GitHub Actions and the significant effort required for migration mean that switching platforms is not a viable option for most companies, despite the recurring reliability issues. While new competitors are emerging with agentic DevSecOps services, GitHub's substantial market lead and ecosystem make it difficult for users to transition away.
Arista Networks calls time on server line due to supply chain pressures
Arista Networks has discontinued its DCA-AGNI-100 server appliance, citing global supply chain constraints and original equipment manufacturer (OEM) component end-of-life issues. The affected server used older Intel Xeon processors and DDR4 memory, while the replacement AGNI-200 leverages newer technology. Despite industry-wide supply tightness, Arista has secured multi-year agreements for strategic components and increased its resiliency in memory supply for 2026 and 2027.
Palo Alto Networks launches AI defense program
Palo Alto Networks has initiated the Frontier AI Critical Defense Program to safeguard critical infrastructure from AI-driven security threats. This program involves collaboration with major technology and industry partners like Anthropic, OpenAI, IBM, and Microsoft. It aims to deploy network-level "virtual patches" to address vulnerabilities proactively, preventing exploitation by attackers.
Innventure cuts parent costs, seeks AeroFlexx sale options
Innventure Inc. is undertaking corporate actions to reduce capital demands and address shareholder concerns. The company is exploring strategic monetization alternatives for its AeroFlexx subsidiary, seeking outside capital for it, and implementing headcount and operating cost reductions at the parent level. Additionally, senior management and directors will forfeit earnout shares related to a previously recognized Accelsius purchase order that was later removed.
DigitalOcean SVP Cherie Barrett sells $589,840 in company stock
Cherie Barrett, SVP and Chief Accounting Officer at DigitalOcean Holdings (NASDAQ:DOCN), sold 4,456 shares of company stock for $589,840. This transaction was part of a Rule 10b5-1 trading plan. The sale follows a 327% surge in DigitalOcean shares over the past year, though InvestingPro data suggests the stock is currently overvalued.
Epic unveils AI-driven Ergo Visit at 2026 UGM
Epic has unveiled Ergo Visit, an AI-driven system designed to help healthcare providers prepare for appointments and leverage AI for care planning. The system integrates patient data from Epic EHR, MyChart, and Cosmos to provide actionable insights, with a key feature called "Best Care Choices for My Patient" that uses de-identified patient datasets to inform treatment decisions. Ergo Visit emphasizes the fusion of human intelligence and AI, recognizing the unique strengths each brings to patient care.
Five pressures that break AI programs after the pilot
This article highlights why many AI pilot programs fail to scale to production, attributing the issues not to model capability but to inadequate data foundations. It identifies five key pressures: data readiness speed, inference cost, scaling controls, data trust from lineage/freshness, and governance. The author argues that successful AI rollouts prioritize data integration, governance at the pipeline level, and engineered data flows rather than just building larger models.
Are Computer and Technology Stocks Lagging Dell Technologies (DELL) This Year?
Dell Technologies (DELL) has significantly outperformed the Computer and Technology sector this year, returning 142.4% compared to the sector's 19.4% gain. The company holds a Zacks Rank of #2 (Buy), with analyst sentiment improving and earnings estimates rising. DHI Group (DHX) is another Computer and Technology stock that has also outperformed its sector peers.
Infleqtion to Participate in Key Investor and Industry Conferences Throughout Fall 2026
Infleqtion (NYSE: INFQ), a leader in quantum computing and sensing, announced its participation in a series of investor and industry conferences throughout Fall 2026. Key executives, including CEO Matthew Kinsella, CTO Pranav Gokhale, and CFO Ilan Hart, will present at various events, highlighting the company's leadership in quantum technologies. These events will provide opportunities to meet with investors, customers, and partners, further expanding Infleqtion's presence in the quantum ecosystem.
Cummins selected to supply battery energy storage systems for large U.S. data center project
Cummins Inc. announced its Power Generation business will supply battery energy storage systems (BESS) for a major U.S. data center project, marking its largest BESS deployment to date. These systems are designed to manage AI-driven load fluctuations, mitigate oscillations, and improve power quality, reflecting Cummins' commitment to reliable and sustainable power solutions for the North American data center market. The BESS solutions, launched in May 2025, aim to accelerate deployment, enhance resilience, and optimize power capacity for data center developers facing grid constraints and rising energy costs.
Occidental Asset Management LLC Takes Position in Jacobs Solutions Inc. $J
Occidental Asset Management LLC recently acquired 34,914 shares of Jacobs Solutions Inc. (NYSE:J) valued at $4.4 million, according to its latest SEC filing. Other institutional investors have also adjusted their holdings, with collective institutional ownership standing at 85.65%. Jacobs Solutions reported strong quarterly earnings, beating analyst estimates with $1.84 EPS and $2.42 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $153.70.
OneDigital Investment Advisors LLC Purchases New Holdings in Diamondback Energy, Inc. $FANG
OneDigital Investment Advisors LLC has acquired 5,297 shares of Diamondback Energy, Inc. (FANG) worth approximately $931,000 during the second quarter. This move is part of broader institutional interest, with collective institutional ownership reaching 90.01% of the company. Diamondback Energy reported strong quarterly earnings, beating estimates with an EPS of $6.48 and revenue of $5.56 billion, and maintains a "Buy" rating from analysts with an average price target of $221.75.
Alpha Compute Strengthens Executive Team To Scale Global Infrastructure Business
Alpha Compute Corp. (Nasdaq: ALP) has announced key executive appointments and promotions to support its rapidly growing Global Infrastructure Business and its enterprise and government contracting division, Alpha / Sovereign. These strategic hires, including a new CISO and EVP, General Manager, aim to scale the company's global infrastructure sales pipeline, which currently exceeds $1.5 billion, and enhance its secure, zero-trust AI environment offerings. The leadership build-out will facilitate the company's transition from cluster construction to at-scale enterprise delivery for high-performance GPU infrastructure and confidential-compute technology.
Penguin Solutions Highlights AI Factory Platform, MemoryAI for Inference Growth
Penguin Solutions is positioning itself as a vendor-agnostic "AI factory" provider, integrating OriginAI architectures, ComputeAI systems, ClusterWareAI software, MemoryAI appliances, and managed services. The company's strategy leverages over 25 years of high-performance computing experience, evolving into a focus on AI infrastructure and large-memory systems, supporting platforms like NVIDIA and AMD. MemoryAI, specifically, targets the economics of inference and agentic AI by using CXL-based DDR5 memory to cache significant amounts of previously computed tokens, aiming to reduce GPU work, latency, and costs for enterprises, sovereign AI projects, and "neo cloud" providers.
Walmart Upgraded, Decker's Outdoor Corporation Downgraded: Updated Rankings on Top Blue-Chip Stocks
Louis Navellier has updated his Stock Grader recommendations for 101 blue-chip stocks based on institutional buying pressure and fundamental health. The article highlights several upgrades, including Walmart moving from Neutral to Strong, and downgrades, such as Deckers Outdoor Corporation shifting from Neutral to Weak. Investors are encouraged to review these changes to adjust their portfolios accordingly.
Tips for the governance of AI-generated and synthetic data
Organizations are largely unprepared for the rapid growth of AI-generated content and synthetic datasets, necessitating robust governance frameworks. This article highlights the fundamental differences between traditional, AI-generated, and synthetic data, outlining the risks associated with unmanaged AI-generated content. It proposes a practical AI data lifecycle policy encompassing inventory, classification, provenance capture, retention, access control, and continuous refinement to ensure privacy, compliance, and auditability.
AI Networking Stocks Are Rallying on Monday. Marvell Up 8%, Credo Up 8%, Ciena Joins the Move
AI networking stocks, including Marvell Technology, Credo Technology, and Ciena, surged on Monday following a Mizuho research note. The note highlighted strong demand for AI high-speed interconnects due to the VR200 ramp and projected significant growth in CoWoS advanced packaging capacity. Institutional investors, such as Atreides Management, have also shown strong interest, making concentrated bets on the networking layer of AI infrastructure.
Building trust: Engaging communities in data center development
Data center development requires early and effective community communication to address concerns and prepare IT leaders for stakeholder interactions. Modern data centers, especially those for AI, have highly visible impacts like electricity demand and land use, necessitating clear articulation of local value propositions beyond business rationales. Proactive communication helps mitigate risks, establish fact-based conversations, and allows time to explain technical trade-offs before project parameters are fixed, fostering trust and preparedness.
BRIF Dividend: 0.51% Yield, $5.12/Share — History & Dates
The article provides a detailed history of the dividend payments for the FIS Bright Portfolios Focused Equity ETF (BRIF), including its current dividend yield of 0.41% ($5.12 per share annually) and a 5-year dividend growth rate of 15.32%. It outlines the ex-dividend dates, amounts, record dates, and pay dates since the ETF started paying dividends in 2024. The article also addresses frequently asked questions regarding BRIF's dividend yield, payout ratio, dividend growth, and where to find complete historical data.
Energy efficient storage architecture in the AI era
The article discusses the critical need for energy-efficient storage architecture in the AI era, as AI workloads significantly increase power consumption in data centers. It highlights how storage contributes to the overall power bill and introduces intelligent storage tiering as a strategy to reduce energy usage by matching data access frequency with appropriate storage types. The author emphasizes that optimizing storage power consumption not only lowers operating costs but also helps free up power for AI infrastructure and supports sustainability goals.
Super Micro Computer Pulls Back 4%, Dell Falls 3% as DDR5 Patent Fight Hits AI Server Makers
Super Micro Computer and Dell Technologies experienced stock drops of 4% and 3% respectively after Netlist filed an ITC complaint concerning DDR5 memory module patents, directly impacting AI server manufacturers. Despite this, Super Micro's stock is still up 28% for the week, driven by significant new orders and strong fiscal guidance. Meanwhile, Micron Technology, also named in the complaint, saw its stock rally, suggesting a sector rotation within AI hardware rather than a decline in AI demand.
Insight Wealth Partners LLC Invests $1.67 Million in Diamondback Energy, Inc. $FANG
Insight Wealth Partners LLC recently acquired 9,472 shares of Diamondback Energy (NASDAQ:FANG) worth $1.67 million in the second quarter. This move is part of broader institutional investment, as 90.01% of FANG's outstanding stock is held by institutional investors. Despite significant insider selling totaling $25.75 million, analysts maintain a "Buy" rating for Diamondback Energy with a consensus target price of $222.30.
GDS Holdings raises full-year sales target to 1GW by end-2026
GDS Holdings has raised its full-year sales target to 1GW by the end of 2026, driven by strong AI demand in China. The company reported solid Q2 2026 financial and operational results, with net revenue increasing 6.5 percent year-over-year and capital expenditure guidance also raised. GDS is confident in its ability to capture opportunities in the Chinese market due to its strategic customer relationships and market presence.
SpaceX and Micron Tech among market cap stock movers on Monday
On Monday, stocks like SpaceX and Micron Tech experienced rallies, while Dell Inc. saw a decline. The article highlights significant stock movers across mega-cap, large-cap, mid-cap, and small-cap categories, detailing their performance percentages. It notes that this article was generated with AI support and reviewed by an editor.
XAIW ETF Holdings List — AMEX:XAIW
This article lists the holdings of the XAIW ETF as of August 14, 2026. The top holdings include Space Exploration Technologies Corp. (SPCX), NVIDIA Corporation (NVDA), and a significant portion in U.S. Dollar. Other notable holdings are Dell Technologies, Oracle, Super Micro Computer, Taiwan Semiconductor Manufacturing Co., Credo Technology Group, Tesla, and Analog Devices, providing a detailed breakdown of the fund's composition.
ARIA Opportunities ETF(ARIA) - 研究報告與輝達概念股分析 - 股市爆料同學會
The article discusses market trends, focusing on Taiwan Semiconductor Manufacturing Company (TSMC) and its potential impact on the broader market. It also analyzes the ARIA Opportunities ETF (ARIA), detailing its top holdings and performance metrics. The author provides personal investment insights into silicon photonics stocks and notes on several other individual stocks and ETFs.
XAIW/SpaceXAI Lab Ecosystem ETF - 財務報表-資產負債表與股東權益 - 股市爆料同學會
The article discusses the SpaceXAI Lab Ecosystem ETF (XAIW), providing its current stock performance, asset allocation, and top holdings. It also features a detailed analysis of siRNA technology, dubbed the "third pharmaceutical revolution," and its applications in various medical fields like weight loss, cardiovascular diseases, rare genetic disorders, and oncology. The content includes a user discussion about the potential of siRNA and other stock-related comments.
