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The Latest Breaking News from Simon Leopold

Super Micro Just Nabbed a $20 Billion Partnership. Should You Buy SMCI Stock Now?

Supermicro stock soared on a $20 billion AI infrastructure deal with DataVolt. Is it too late to invest in SMCI shares?

Snowflake Rival Databricks To Buy Database Startup Neon As AI Battle Heats Up

Snowflake Rival Databricks To Buy Database Startup Neon As AI Battle Heats Up

Snowflake rival Databricks on Wednesday acquired database startup Neon in a $1 billion deal as the software companies battle in the enterprise market.

Investors Business Daily

Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown

Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown

A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat.

Investors Business Daily

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Nvidia GTC Conference: Winners, Losers In AI Networking Shift

While artificial intelligence will be in the spotlight at chip maker Nvidia's GTC conference this week, another technology development will be under the radar.

Investors Business Daily

Nvidia, Arista Networks Square Off In AI Networking Battle

Nvidia and Arista Networks are competing head-on for the first time as cloud computing giants upgrade data centers for artificial intelligence.

Investors Business Daily

CommScope's $2.1 Billion Sale of Outdoor Wireless Networks Unit Buys Time, Hurts Profitability

The deal with Amphenol Corp. will enable the indebted tech vendor to pay its bills through next year, but it comes at the cost of one of its most profitable businesses

Broadcasting & Cable

Nutanix Upgraded, Viewed As Share-Taker Versus Broadcom's VMware

Nutanix will continue to grab customers from rival VMware, now owned by Broadcom, said an analyst who upgraded Nutanix to outperform.

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CommScope Tries To Race Past Bankruptcy Court

CommScope Tries To Race Past Bankruptcy Court

But the leading telecom tech vendor saw shares fall again Tuesday as it juggles more than $9 billion of debt

Multichannel News

Ciena Is Taking On Cisco And Huawei In This New Router Market

Ciena Is Taking On Cisco And Huawei In This New Router Market

Ciena's entry into the edge router market for telecom firms will be a catalyst for shares, said one analyst who upgraded the stock.

Investors Business Daily

Harmonic Snags Charter Cable TV Contract, Shares Jump

Harmonic Snags Charter Cable TV Contract, Shares Jump

Harmonic stock jumped on a new contract to supply cable TV network equipment to Charter Communications. Analysts speculated on the deal's size.

Investors Business Daily

Charter Stock Dives On Higher Capital Spending While Supplier Harmonic Gains

Charter Stock Dives On Higher Capital Spending While Supplier Harmonic Gains

Shares in Charter Communications tumbled on its plans to hike capital spending while network equipment supplier Harmonic jumped on the news.

Investors Business Daily

Will Facebook Spending Spree On Metaverse Boost Arista, Nvidia, Ciena?

Will Facebook Spending Spree On Metaverse Boost Arista, Nvidia, Ciena?

Facebook-parent Meta Platforms' spending spree to build the "metaverse" could provide upside for makers of advanced technology products.

Investors Business Daily

6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat

6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat

Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations.

Big Tech Seen Cutting Back On Cloud Computing Spending In 2023

Big Tech Seen Cutting Back On Cloud Computing Spending In 2023

Big tech continued to spend aggressively on cloud computing in the June quarter. But some analysts expect a dramatic slowdown in 2023.

Investors Business Daily

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Raymond James Downgrades Rating On VMware - Read Why

Raymond James analyst Simon Leopold downgraded VMware, Inc (NYSE:VMW) from Outperform to Market Perform. The re-rating reflects the expiry of the "Go Shop" period with no other bidders. He expects Broadcom Inc (NASDAQ:AVGO) deal to win approval but will take about a year to close. Leopold views Broadcom's bid of $61 billion, or $142.50 per share…

Why Pure Storage Shares Are Soaring Today

Analysts raised their price targets on Pure Storage Inc (NYSE: PSTG) post a solid Q4 beat. Barclays analyst Tim Long raised the firm's price target on Pure Storage to $39 from $35 (47.3% upside) and kept an Overweight rating on the shares. The company beat Q4 estimates and released better than expected guidance for fiscal 2023, Long…

Cambium Networks Shares Pop On Double Upgrade By Raymond James

Raymond James analyst Simon Leopold double upgraded Cambium Networks Corp (NASDAQ:CMBM) to Strong Buy from Market Perform with a $35 price target, implying an upside of 57.6%. Leopold believes fundamental demand remains solid, with temporary supply chain constraints depressing near-term results. He tells investors in a research note that checks indicate that elements of the…

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