A concise review of Hewlett Packard Enterprise’s move into AI-focused infrastructure and services, summarizing three years of repositioning, GreenLake 'AI cloud', the Juniper acquisition, a shift from flat 2020-2024 results to +17% quarterly growth over t ...
Shares of Salesforce are roughly 30% below their level at the start of the year as the company reports earnings after market close. Recent revenue rose 8% and 10% in the past two quarters. The firm is promoting AI products while trading at a 33x P/E amid ...
Equity markets rebounded as traders positioned for a potential December interest rate cut; CME Group now places the odds at 86.4%. With the Federal Reserve meeting on December 10th, several U.S. economic releases and Powell’s Monday remarks will be monito ...
GXO Logistics' global footprint recent contract wins and acquisition activity are summarized alongside a valuation review of the Russell 2000 versus the S&P 500. GXO highlights include a $2.5 billion health sciences contract a sales pipeline up 15% year o ...
High-growth technology stocks extended a multi-week sell-off as investors re-evaluated AI spending. Nvidia reported $57 billion in quarterly revenue (62.5% YoY), 65% net income growth and a 56% net margin. Labor, retail and PPI data and a 65% December cut ...
