Datacenter

GPU inventor NVIDIA Corporation (NASDAQ: NVDA) reached an agreement to acquire Israel-based Mellanox Technologies, Ltd. (NASDAQ: MLNX), a supplier of smart interconnect solutions and services for servers and storage for $125 per share. Several more Street analysts have offered their take. The...

Nvidia Corporation (NASDAQ: NVDA)'s $6.9-billion acquisition of Mellanox Technologies, Ltd. (NASDAQ: MLNX) is a bit of a "head scratcher" move, according to Bloomberg Intelligence's Anand Srinivasan. Srinivasan: Long-Term Play Nvidia is known for "making one thing really well...

Israel-based Mellanox Technologies, Ltd. (NASDAQ: MLNX) reached an agreement to sell itself to U.S.-based Nvidia Corporation (NASDAQ: NVDA) for $6.9 billion, or $125 per share in cash. What Happened Mellanox was reportedly in talks with data center chipmaker Xilinx, Inc. (NASDAQ: XLNX) to sell...

Shares of NVIDIA Corporation (NASDAQ: NVDA) were trading lower by more than 15 percent Monday morning after the semiconductor company cautioned investors its fourth-quarter results will come in worse than previously expected due to poor performance in the Gaming and Datacenter business segments....

Intel Corporation (NASDAQ: INTC) reported its first quarter results, which prompted a notable bear analyst to upgrade the stock. The Analyst Bernstein's Stacy Rasgon upgraded Intel from Underperform to Market Perform with a price target lifted from $38 to $54. The Thesis Rasgon's prior...

Shares of Intel Corporation (NASDAQ: INTC) have "performed well" lately, and Raymond James said in a Monday note that the  Silicon Valley company has zero negative catalysts on the horizon that would prompt Wall Street to revise estimates lower. The Analyst Raymond James' Chris...

Shares of Cisco Systems, Inc. (NASDAQ: CSCO) hit a new multiyear high of $45.10 Thursday morning after the company's fiscal second-quarter earnings report came in better than expected and the low end of management's Q3 guidance exceeded Wall Street forecasts. The Analysts Morgan...

NVIDIA Corporation (NASDAQ: NVDA) reported yet another record quarter Thursday. Aside from top- and bottom-line beats in the third quarter, the tech company also showed growth across all platforms, a dividend raise and a commitment to return $1.25 billion to shareholders in fiscal 2019. The...

Analysts at SunTrust Robinson Humphrey turned bullish on one of 2016's best performing and one of 2017's most hotly debated stocks: NVIDIA Corporation (NASDAQ: NVDA). SunTrust's William Stein upgraded Nvidia's stock from Hold to Buy with a price target boosted from $124 to $177,...

Nutanix Inc (NASDAQ: NTNX)'s partnership with Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s Google begs the question: is Nutanix's 2018 estimates now seen as conservative? Nutanix's partnership with Google serves as an "endorsement" of Nutanix's product offerings,...

NVIDIA Corporation (NASDAQ: NVDA), one of 2016's hottest stocks, is now lower by more than 8 percent since the start of 2017 amid competitive and valuation concerns — not to mention Wall Street analysts turning sour on the company's outlook. BMO Capital Markets' Ambrish Srivastava is among...

Inder Singh of SunTrust Robinson Humphrey initiated coverage of the Datacenter Infrastructure space with a 'Positive view.' Singh noted the sector benefits from 'favorable' cloud traffic growth trends. The analyst recommended investors buy CyrusOne Inc (NASDAQ: CONE),...