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Dell, HPE Named Top AI Server Plays As Analyst Cites $14 Billion Backlog
Wednesday, July 9, 2025 - 2:28pm | 815BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years....
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Blockchain Domains Integrated Into Web Browser Opera In A Major Push For Web 3.0
Wednesday, April 28, 2021 - 1:22pm | 585Blockchain domains system Unstoppable Domains just got integrated into a web browser Opera Ltd (Nasdaq: OPRA) in a major push for Web 3.0 adoption. What Happened: According to a recent announcement, Opera users will be able to access .crypto blockchain-powered domains on any platform...
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What Stifel Expects From Advanced Micro Devices' Q2
Monday, July 16, 2018 - 10:25am | 408Advanced Micro Devices, Inc. (NASDAQ: AMD) is scheduled to report its fiscal second-quarter earnings in late July, and it shouldbe a positive print due to new product ramps, according to Stifel. The Analyst Stifel's Kevin Cassidy maintains a Buy on AMD's stock with a price target...
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Nutanix Is Still In 'Hyper Growth Mode,' What To Expect Over The Coming Quarters
Monday, September 18, 2017 - 2:41pm | 396Bank of America's Wamsi Mohan met with some of Nutanix Inc (NASDAQ: NTNX)'s most senior executives, including chief financial officer, Duston Williams, and head of investor relations, Tonya Chin. The main takeaway from the investor meeting was that the company's long-term opportunity remains...
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Intel Worried About Google's Plan to Make Server Processors
Wednesday, December 18, 2013 - 5:38pm | 409Speculation that Google (NASDAQ: GOOG) is considering a plan to design to its own server processor chips has Intel Corp (NASDAQ: INTC) worried, according to Bloomberg. Google, which is currently Intel's fifth largest customer, is reportedly examining the possibility of designing its own server...
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Hewlett-Packard Earnings Preview: What The Analysts Are Saying
Tuesday, November 26, 2013 - 11:27am | 502Hewlett-Packard (NYSE: HPQ) is set to report its fourth quarter 2013 results on November 26 after the market close. Analysts are expecting the company to report revenue of $27.9 billion and EPS of $1.00. Deutsche Bank: Expect ongoing revenue and profitability headwinds to remain Chris Witmore,...
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Microsoft Advised to Spin Off Xbox by Co-founder, Paul Allen
Monday, November 4, 2013 - 9:35am | 590Activist investor, Carl Icahn, isn’t the only one giving unsolicited advice to a large corporation. Microsoft (NASDAQ: MSFT) co-founder, Paul Allen, said he thinks the company should consider spinning off its consumer businesses including search advertising and the Xbox games console division...