CDW Corp SEC 10-K Report
CDW Corporation has released its 2025 Form 10-K report, detailing a 6.8% increase in net sales to $22,424.1 million, driven by improved customer spending. The company reported a slight decrease in Net Income to $1,066.6 million, impacted by higher interest expenses and taxes. CDW is strategically realigning its customer-facing organization into three new segments—Commercial, Government, and Education—effective January 1, 2026, to better meet market demands and enhance customer engagement, while also managing capital through share repurchases and dividends.
Enterprise software at scale: risk, governance, stability
This article examines the increasing centrality of risk, governance, and stability in enterprise software decisions at scale. It argues that scaling software does not dilute risk but concentrates or redistributes it, focusing on how ERP implementation structures, vendor instability, and AI governance influence project outcomes. The piece highlights that the margin for error in enterprise decision-making is shrinking, making early structural choices disproportionately important.
SAP SE (SAP) to Raise Annual Dividend
SAP SE (SAP) has proposed a €0.15 per share increase in its annual dividend for fiscal year 2025, bringing it to €2.50 per share, a 6.4% year-over-year rise. This decision, if approved by shareholders, will result in a total payout of €2.919 billion, reflecting a payout ratio of 40.7%. The company recently reported strong fiscal Q4 2025 results, with significant growth in Cloud and Cloud ERP Suite revenues.
Beware the business school case study: the cautionary tale of Southwest Airlines
Business school case studies often present a biased view of success, focusing on companies approved cases and overlooking their eventual decline. The author argues that like Dell and Nokia, Southwest Airlines, once an exemplar, now faces challenges and a departure from its original values, exemplified by its recent Super Bowl ad mocking its historical differentiator. The article suggests that relying solely on past case studies without understanding the transient nature of competitive advantage can be misleading.
Hp Inc stock hits 52-week low at $18.24 By Investing.com
HP Inc.'s stock has reached a 52-week low of $18.24, reflecting a challenging year for the company despite its low P/E ratio and high dividend yield suggesting it may be undervalued. The company recently announced a cash dividend and renewed a cybersecurity partnership, while also exploring sourcing memory chips from China due to a global shortage. These developments highlight the difficulties HP Inc faces in the competitive tech landscape and its strategic responses to market pressures and supply chain issues.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) saw an 8.25% surge following significant AI-driven revenue, reporting $12.68 billion in quarterly net sales and raising its full-year guidance to at least $40 billion. This rally was fueled by analyst upgrades, institutional buying, and plans for a potential "Make in India" AI server expansion. While SMCI's stock performed strongly, The Motley Fool Stock Advisor did not include it in their top 10 stock recommendations.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) surged over 8% after announcing a full-year revenue outlook of at least $40 billion, fueled by strong AI server demand. The company reported record quarterly net sales of $12.68 billion with over 90% from AI platforms, leading to an analyst upgrade to "strong buy" and shifting focus to margin expansion. Investors will monitor if AI demand and improved margins can sustain this high revenue trajectory.
12 Best Data Storage Stocks to Buy Right Now
This article identifies top data storage stocks for investment, focusing on Hewlett Packard Enterprise (HPE) as one example. It highlights HPE's strong financial performance, including a 14% year-over-year revenue growth, significant AI system orders, and expanding operating margins. Despite a lowered price target from Morgan Stanley due to industry caution, the company's commitment to shareholder returns and successful integration of Juniper Networks position it for sustained growth.
12 Best Data Storage Stocks to Buy Right Now
This article identifies 12 top data storage stocks for potential investment. It features Super Micro Computer, Inc. (NASDAQ:SMCI), detailing its Q2 record revenue, exceeding guidance, and its role in AI infrastructure. The company's expansion of manufacturing capacity globally highlights its strategic positioning in the growing data storage market.
Analysis of Large-Cap Industrial Stocks by RSI
This article analyzes large-cap industrial stocks based on their Relative Strength Index (RSI), identifying Broadridge Financial Solutions (BR) as leading with an RSI of 34, indicating potential price weakness. Uber Technologies (UBER) and Xylem (XYL) follow closely, suggesting similar market pressures. The overall trend indicates cautious sentiment across several industrial stocks, including Karman Holdings, Mueller Industries, Expeditors International, Rollins, and Equifax.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) saw an 8.25% surge on February 19th, driven by analyst upgrades, institutional buying, and a strong AI-driven revenue outlook. The company reported $12.68 billion in quarterly net sales, with over 90% from AI platforms, and raised its full-year guidance to $40 billion, suggesting robust and scalable demand for AI servers. This performance highlights the continued momentum in the AI sector and the company's strong position within it, although a Motley Fool analyst team did not name SMCI as a top stock to buy now.
Enterprise Network Equipment Market Size | CAGR of 13.4%
The global Enterprise Network Equipment Market is projected to grow from USD 105.78 billion in 2025 to USD 371.99 billion by 2035, exhibiting a CAGR of 13.4%. North America currently dominates the market. The market growth is driven by the increasing data traffic, adoption of cloud computing, and the need for robust network infrastructure to support digital transformation and hybrid work models.
Storms Already Cut $20M From Clearwater Paper’s 2026 EBITDA
Clearwater Paper Corporation reported its financial results for the fourth quarter and full year 2025, with net sales reaching $1.6 billion, up 12% from 2024, and Adjusted EBITDA improving to $107 million. However, the company projects a $20 million reduction in Adjusted EBITDA for early 2026 due to severe weather disrupting operations at its Augusta and Cypress Bend facilities. Despite current industry oversupply, the company anticipates a recovery in the medium term, driven by demand growth, lower imports, and domestic supply changes.
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
This article compares Dell Technologies (DELL) and Super Micro Computer (SMCI) as AI-server investment opportunities, highlighting Dell's diversification and scale against Super Micro Computer's focused, high-growth AI strategy. While Dell faces margin pressures and cyclical exposure, Super Micro Computer's pure-play AI leverage, rapid revenue growth, and better valuation make it a more attractive investment, despite its own profitability challenges and revenue concentration. The article concludes that SMCI offers a better growth opportunity based on its AI focus and valuation.
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
This article analyzes Dell Technologies (DELL) and Super Micro Computer (SMCI) as leading players in the AI server market, comparing their growth opportunities. While Dell offers diversification and scale, it faces margin pressures. Super Micro Computer, a pure-play AI server specialist, shows stronger momentum due to its focused strategy and rapid growth despite some profitability challenges. The article concludes that SMCI presents a better investment choice given its AI leverage and valuation.
Inside the wiring that keeps AI data centers running: Semtech's DesignCon demos
Semtech Corporation is showcasing its AI data center connectivity expertise at DesignCon 2026, addressing critical power efficiency and bandwidth challenges in hyperscale deployments. The company will deliver technical presentations on both copper and optical interconnect solutions for high-density GPU clusters, reinforcing its position as a key partner for infrastructure architects. This comes as data center interconnects are experiencing significant bandwidth growth due to the expansion of AI data centers and power-hungry GPU compute clusters.
PLDT pushes responsible AI for livelihood opportunities
PLDT Inc. is investing in AI solutions to create opportunities and promote responsible AI use in the Philippines. The company, through its data center VITRO Sta. Rosa, is making AI tools accessible to local businesses and providing community-based training for AI adoption, emphasizing that AI can protect jobs, open new avenues, and boost productivity. PLDT aims to demystify AI and help individuals and organizations maximize automation for practical purposes.
CISO's guide to demonstrating cyber resilience
This article outlines how Chief Information Security Officers (CISOs) can demonstrate their organization's cyber resilience to stakeholders, customers, and regulators. It details various activities such as embedding cybersecurity in governance, integrating risk management, adopting frameworks, validating resilience with independent evaluations, showcasing incident response capabilities, using performance metrics, and committing to continuous improvement and clear communication. The goal is to build trust and prove a company's dedication to protecting data and complying with cybersecurity standards.
SMCI Declines 6% in a Month: Time to Hold or Fold the Stock?
Super Micro Computer (SMCI) shares have fallen 6.4% over the past month, underperforming its industry, and the stock now appears undervalued with a forward P/E ratio of 13.25. Despite strong AI-driven revenue growth, SMCI faces near-term challenges such as declining gross margins due to rising expenses, customer concentration risk, and increased inventory, leading to negative free cash flow. However, the company holds a unique advantage with its high-performance servers and strategic partnerships, and it is expanding into new markets, suggesting that investors should hold the stock for now.
Can AI save the storage admin?
AI is becoming crucial in mitigating the complexities of storage management, intensified by the surge in data from private AI initiatives. Many enterprise storage vendors are integrating AI capabilities into their management tools to automate tasks, optimize performance, and address compliance, offering significant time savings for storage administrators. Evaluating these AI features is now a priority for storage buyers to ensure efficient data stewardship.
SMCI Declines 6% in a Month: Time to Hold or Fold the Stock?
Super Micro Computer (SMCI) shares have dropped 6.4% in the last month, underperforming its industry, and now trade at a forward P/E ratio below the industry average, suggesting it might be undervalued. Despite strong AI-driven growth, SMCI faces near-term challenges including declining gross margins due to rising costs and customer concentration risks, and a surge in inventory alongside negative free cash flow. However, its high-performance servers, partnerships with NVIDIA and AMD, and expansion into Client, Edge, and Consumer AI markets provide unique advantages, leading to a "Hold" recommendation.
Mubadala Investment Co PJSC reports share stake in Pfizer, AbbVie, dissolves in Merck, Dell
Mubadala Investment Co PJSC has reported changes in its investment portfolio, including acquiring stakes in Pfizer and AbbVie. Concurrently, the company has divested its holdings in Merck and Dell. This strategic shift indicates a reallocation of investment focus within the pharmaceutical and technology sectors.
PLDT pushes responsible AI for livelihood opportunities
PLDT Inc. is committed to investing in AI solutions to create rather than replace job opportunities in the Philippines, emphasizing that automation is inevitable. The company, which owns the country's largest data center, VITRO Sta. Rosa, currently offers AI services and community-based training to help individuals and businesses adopt and maximize AI for practical uses. PLDT believes that responsible AI adoption can protect jobs, open new opportunities, and boost productivity for students, workers, and small to medium enterprises.
UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
UBS and JPMorgan have both raised their price targets for Cisco Systems, Inc. (CSCO) to $95 from $90, maintaining "Buy" and "Overweight" ratings respectively. Analysts cited strong AI order momentum, improved revenue visibility for future fiscal years, and potential for upside to estimates due to accelerated revenue growth and a partnership with Nvidia for enterprise AI adoption. Cisco is recognized for its role in powering, securing, and drawing insights from the internet, offering data center switching, network security, and identity/access management technologies.
Taiwan Data Center Market Investment Analysis Report 2026-2031 Featuring Key DC Investors - Acer eDC, Chief Telecom, Chunghwa Telecom, Far EasTone, NTT, Taiwan Mobile, and Vantage Data Centers
The Taiwan Data Center Market is projected to grow from USD 1.97 Billion in 2025 to USD 5.72 Billion by 2031, at a CAGR of 19.44%, with Taipei as the main hub. This growth is driven by increasing cloud adoption, technological advancements, and significant government investment in the 2050 Net-Zero Transition, including projects like Meta's Candle submarine cable. Key investors and IT infrastructure providers like AWS, Foxconn, Dell Technologies, and NVIDIA are expanding their presence, leading to new data center developments and an increasing demand for liquid cooling solutions for AI workloads.
Taiwan Data Center Market Investment Analysis Report
The Taiwan Data Center Market is projected to grow significantly from USD 1.97 billion in 2025 to USD 5.72 billion by 2031, with a CAGR of 19.44%. Taipei is a key hub for this expansion, driven by increased cloud adoption, technological advancements, and substantial government funding for sustainable growth. Major players like AWS, Foxconn, Dell Technologies, and NVIDIA are investing heavily, with new facilities and infrastructure projects, such as Meta's Candle submarine cable, further boosting market development.
Western Digital’s 2026 Hard Drives Are Already Spoken For, And Consumers Aren’t the Priority
Western Digital has reported that its entire 2026 hard drive allocation is already sold out, with the vast majority reserved for its top seven customers, primarily AI companies and large data centers. This shift is reflected in the company's revenue, with cloud accounting for 89% and consumer sales only 5%. The article raises concerns about the future availability and affordability of storage for consumers and small businesses, as the industry prioritizes enterprise and AI sectors.
The AI Paradox: Analyzing Super Micro Computer’s (SMCI) Record Revenue and Margin Reckoning
Super Micro Computer (SMCI) is at a critical juncture, reporting record-shattering revenue of $12.7 billion, driven by the AI boom, but also facing a severe "margin collapse" to 6.4%. The company's unique liquid-cooling technology and rapid production capabilities position it as an indispensable architect of AI infrastructure, yet it grapples with governance challenges, DOJ probes, and intense competition fromDell and HPE. Its future hinges on resolving legal issues, stabilizing margins, and navigating component dependency while leveraging opportunities in the NVIDIA Blackwell ramp and a $40 billion revenue target.
Thanks a lot, AI: Hard drives are already sold out for the entire year, says Western Digital
Western Digital announced that its entire hard drive storage capacity for 2026 has already been sold out, primarily to its top seven enterprise customers, with some agreements extending into 2027 and 2028. This surge in demand is attributed to artificial intelligence companies, which are consuming vast amounts of computer hardware, leading to ongoing shortages and price hikes for components like memory and storage across the tech industry. As a result, the consumer market now accounts for only 5 percent of Western Digital's revenue, indicating a significant shift in prioritization.
BioLineRx Announces Receipt of USPTO Notice of Allowance for Key Patent Covering GLIX1 for Treating a Broad Range of Cancer Types
BioLineRx has received a Notice of Allowance from the USPTO for a patent covering GLIX1, extending its protection until 2040 with a potential five-year extension. This patent allows for broader application of GLIX1 in treating various cancer types where cytidine deaminase (CDA) is not over-expressed, covering over 90% of cancers. The company plans to initiate a first-in-human study for GLIX1 in glioblastoma patients in early 2026 and advance pre-clinical studies in other cancer models.
Super Micro Computer (SMCI) Week in Review: 11% Stock Drop Despite 123% Growth
Super Micro Computer (SMCI) experienced an 11% stock drop this week despite reporting 123% revenue growth, primarily due to concerns over compressing gross margins. Goldman Sachs downgraded the stock, citing margin pressure and limited bargaining power with hyperscaler customers, while insider selling added to investor apprehension. Despite solid AI infrastructure demand, the market is demanding clearer proof of sustainable profitability from SMCI.
Cibc World Market Inc. Purchases 61,871 Shares of Hewlett Packard Enterprise Company $HPE
Cibc World Market Inc. increased its stake in Hewlett Packard Enterprise (HPE) by 34.3%, acquiring 61,871 additional shares to reach a total of 242,036 shares valued at approximately $5.94 million. This move comes as HPE reported strong Q4 results, beating EPS consensus and increasing revenue, while also raising its quarterly dividend. Despite some insider selling, institutional investors collectively hold over 80% of HPE stock, indicating confidence in the company's performance and future outlook.
AT&T stock price slips into Presidents Day break as Fed minutes loom
AT&T shares slipped slightly ahead of the Presidents Day break, closing at $28.69, as investors anticipated upcoming Federal Reserve minutes and new inflation data. Despite January's cooler inflation numbers raising hopes for mid-year rate cuts, market watchers remain cautious about the pace of disinflation. The telecommunications giant previously announced strong Q4 2025 earnings, an ambitious fiber expansion plan, and maintained its attractive dividend payout, but faces potential challenges from persistent inflation and increased competition.
A Look At Dell Technologies (DELL) Valuation As AI Server Demand Meets Memory Cost Pressures
Dell Technologies (DELL) is at a critical juncture, balancing strong AI server demand with rising memory costs and margin pressures. Despite a recent surge in AI server interest, the company faces headwinds from chip shortages. Analysts suggest DELL is undervalued, with a fair value of $163.30 against a current trading price of around $117, driven by expectations of long-term AI and infrastructure demand and robust free cash flow, though hardware margins remain a concern.
The Truth About Celestica Inc: Is This ‘Boring’ Tech Stock the Next Silent Winner?
Celestica Inc (CLS) is presented as a quiet but potentially significant player in the tech manufacturing sector, contrasting with "noisy" meme stocks. The article suggests that while CLS isn't a social media sensation, it's gaining attention among serious investors and finance creators due to its involvement in essential tech infrastructure like AI hardware, cloud infrastructure, and networking gear. It positions Celestica as a "picks-and-shovels" investment for the tech industry, focusing on stable, long-term contracts in advanced electronics manufacturing, making it a possible "silent winner" for patient, fundamentals-driven investors.
Caprock Group LLC Purchases Shares of 67,390 HP Inc. $HPQ
Caprock Group LLC recently acquired a new stake of 67,390 shares in HP Inc. (NYSE:HPQ), valued at approximately $1.92 million. Other institutional investors have also adjusted their holdings in HP. The company has a consensus "Reduce" rating from analysts with an average price target of $24.31, and recently reported quarterly earnings that topped estimates.
Iridium, Magnite, Sinclair, GEO Group, and Dell Shares Skyrocket, What You Need To Know
Shares of Iridium, Magnite, Sinclair, GEO Group, and Dell jumped after a softer-than-anticipated Consumer Price Index (CPI) report fueled optimism for interest rate cuts by the Federal Reserve. The cooling inflation trend prompted a rally in both stocks and Treasuries, with investors increasing bets on multiple rate reductions. This news significantly impacted the mentioned companies, though for GEO Group, the market's reaction suggests the news was meaningful but not fundamentally transformative for its business perception.
HBAR turns green as FedEx Corp joins Hedera Council to move supply chain on-chain
FedEx Corp has joined the Hedera Council as a governing member to digitize global supply chains and move operations "on-chain." This announcement led to a 7.3% price surge for Hedera's native token (HBAR). FedEx will integrate Hedera's blockchain technology and actively participate in the network's governance alongside other major corporations like Google and IBM.
Storage and Data Protection News for the Week of February 13; Updates from IBM, Object First, Radware & More
This article summarizes the top storage and data protection news for the week of February 13, 2026, featuring updates from companies like IBM, Object First, and Dell. Key highlights include Backblaze's 2025 Drive Stats showing a lower failure rate, IBM's new FlashSystem with high QLC density, and Object First's significant bookings growth for immutable Veeam storage. The report also covers consumer data privacy concerns from Clutch and new solutions for Google Classroom backup, Postgres branching, and AI-ready SASE platforms.
Is It Time To Reconsider NetApp (NTAP) After Recent Share Price Weakness?
This article analyzes NetApp (NTAP) following recent share price declines, concluding that the stock appears undervalued. Using Discounted Cash Flow and Price-to-Earnings ratio analyses, Simply Wall St suggests NetApp is trading below its intrinsic value. The article encourages investors to consider their own narratives and assumptions regarding NetApp's future potential in AI and hybrid cloud solutions.
Iridium, Magnite, Sinclair, GEO Group, and Dell Shares Skyrocket, What You Need To Know
Shares of Iridium, Magnite, Sinclair, GEO Group, and Dell experienced significant jumps in the afternoon session after a softer-than-anticipated Consumer Price Index report fueled investor optimism for interest rate cuts by the Federal Reserve. The CPI rose 0.2% from December to January, below the forecast, and annual inflation moderated to 2.4%. This news led to a rally in stocks and Treasuries, as lower interest rates are expected to stimulate economic activity.
IBM FlashSystem adds 105 TB modules with agentic AI smarts
IBM has updated its FlashSystem line of all-flash arrays, introducing new high-capacity flash modules and AI-driven data placement capabilities. The refresh includes three new FlashSystem arrays (5600, 7600, 9600) and the FlashSystem.ai management software, which leverages AI agents for ransomware detection, automated recovery, and performance tuning. IBM's custom 105 TB FlashCore Modules, which integrate FPGAs, differentiate its approach by offering deep-seated security and a direct answer to the global memory shortage, competing with companies like Pure Storage and Dell.
FedEx Enters Hedera Network Council With Eye on Supply Chain Transformation
FedEx has joined the Hedera Council to help govern the Hedera distributed ledger network, aiming to transform global supply chains from paper-based processes to digital-native operations. This move aligns FedEx with other major corporate members like Google and IBM, recognizing the need for trusted data sharing and verification at a global scale. FedEx will run a network node and contribute its logistics expertise to build open, cooperative digital infrastructure.
Iridium, Magnite, Sinclair, GEO Group, and Dell Shares Skyrocket, What You Need To Know
Shares of Iridium, Magnite, Sinclair, GEO Group, and Dell all saw significant jumps following a softer-than-anticipated Consumer Price Index (CPI) report. This unexpected moderation in inflation fueled investor optimism for potential interest rate cuts by the Federal Reserve, leading to a broad market rally. Specifically, the Russell 2000 index reacted strongly, benefiting smaller companies sensitive to economic conditions.
Iridium, Magnite, Sinclair, GEO Group, and Dell Shares Skyrocket, What You Need To Know
Shares of Iridium, Magnite, Sinclair, GEO Group, and Dell experienced significant jumps following a softer-than-anticipated Consumer Price Index report. The CPI report, which showed a 0.2% rise from December to January and an annual inflation rate of 2.4%, fueled investor optimism for potential interest rate cuts by the Federal Reserve. This news prompted a rally, particularly impacting smaller companies sensitive to economic conditions like those in the Russell 2000 index.
Are NetApp’s (NTAP) New Defense Contracts Quietly Redefining Its Cash Generation Story?
NetApp (NTAP) is enhancing its investment narrative through new defense contracts and robust cash generation, stemming from its enterprise data infrastructure capabilities. The company's recent participation at the WEST Conference 2026 highlighted its success in winning contracts, including its role as "Intelligent Data Infrastructure Partner" for the NFL, reinforcing its AI and analytics catalyst. Despite growth, investors should consider potential margin pressures from hyperscaler partnerships, as NetApp continues to evolve its business models.
BREAD FINANCIAL HOLDINGS, INC. SEC 10-K Report
Bread Financial Holdings, Inc. released its 2025 Form 10-K report detailing strong financial performance, including a significant increase in net income and diluted share earnings. The company focused on optimizing its capital structure through debt issuance and repurchases, while expanding its product offerings and partner base. Despite robust growth, Bread Financial faces challenges such as macroeconomic risks, intense competition, and regulatory complexities.
Analysts Offer Insights on Technology Companies: Tyler Technologies (TYL) and Lenovo Group (OtherLNVGF)
Two analysts have issued bullish ratings for technology companies Tyler Technologies (TYL) and Lenovo Group (LNVGF). William Blair analyst Jonathan Ho maintained a Buy rating on Tyler Technologies, with the stock having a "Strong Buy" consensus and a 57.2% upside potential. DBS analyst Jim Hin Kwong Au also maintained a Buy rating on Lenovo Group, which holds a "Moderate Buy" consensus.
Understanding Momentum Shifts in (DELL)
This article analyzes Dell Technologies Inc. (DELL) stock, indicating a near-term neutral sentiment despite mid and long-term strength. It presents AI-generated trading strategies including position trading, momentum breakout, and risk hedging with defined entry, target, and stop-loss levels. The analysis emphasizes potential elevated downside risk due to a current breakdown and lack of additional long-term support signals.
Oppenheimer & Co. Inc. Acquires 84,356 Shares of Hewlett Packard Enterprise Company $HPE
Oppenheimer & Co. Inc. significantly increased its stake in Hewlett Packard Enterprise (HPE) by 155.2% in the third quarter, purchasing 84,356 additional shares to hold a total of 138,692 shares valued at $3.41 million. Other institutional investors also made substantial moves, with Elliott Investment Management opening a large position and Schroder Investment Management Group increasing its holdings. HPE reported a Q4 EPS beat of $0.62 on revenue that missed estimates, provided FY26 EPS guidance, and raised its quarterly dividend.
