Latest news with #Keybanc
Globe and Mail
3 days ago
- Business
- Globe and Mail
Supermicro Announces Participation in Upcoming Investor Events
Super Micro Computer, Inc. (Nasdaq: SMCI) ('Supermicro' or the 'Company'), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: Event: Keybanc Tech Leadership Forum Date: August 11, 2025 Fireside Chat: 11:30am MT Location: Park City, UT Event: Citi Global TMT Conference Date: September 4, 2025 Fireside Chat: 9:30am ET Location: New York, NY Event: Goldman Sachs Communacopia + Technology Conference Date: September 8-9, 2025 1x1 meetings only Location: San Francisco, CA About Super Micro Computer, Inc. Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first-to-market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are a Total IT Solutions manufacturer with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enables our development and production, enabling next-generation innovation from cloud to edge for our global customers. Our products are designed and manufactured in-house (in the US, Taiwan, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling). Supermicro, Server Building Block Solution, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc.
Yahoo
27-07-2025
- Business
- Yahoo
T-Mobile US, Inc. (TMUS) Is Very Good At What It Does, Says Jim Cramer
We recently published . T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks Jim Cramer recently discussed. T-Mobile US, Inc. (NASDAQ:TMUS) is an American telecommunications carrier whose shares have gained 10.9% year-to-date. The shares jumped by 6.1% in July after the firm's latest earnings report saw its $21.13 billion in revenue and $2.84 in EPS beat analyst estimates of $21.04 billion and $2.68. Another reason why T-Mobile US, Inc. (NASDAQ:TMUS)'s shares rose was due to its 830,000 postpaid additions beating analyst estimates of 700,300. Here's what Cramer said: 'That was a nice quarter. Previously, Cramer discussed T-Mobile US, Inc. (NASDAQ:TMUS)'s share price movements: 'Here's one [that's] a little surprising. Keybanc puts out a very cogent piece about how T-Mobile is fiber-deficient. And they think that the consumer value proposition has deteriorated rather rapidly. Downgraded to Underweight. And the stock has been weak. But this is a, in many ways you read this and you think oh my bad, now I know why it's going down. Which will mean that it's got much further to fall. While we acknowledge the potential of TMUS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-07-2025
- Business
- Yahoo
Keybanc Hikes Spotify Technology S.A. (SPOT)'s Price Target To $860, Maintains Overweight Rating
Spotify Technology S.A. (NYSE:SPOT) is among the 13 Best Global Stocks to Buy Right Now. On July 11, Keybanc lifted the stock's price target to $860 from $640, while maintaining an Overweight rating for its shares. The adjustment represents significant upside potential, given its share price of $674.46 at the close on July 23. Copyright: dennizn / 123RF Stock Photo The firm said that it expects Spotify Technology S.A. (NYSE:SPOT)'s second-quarter results and guidance for the third quarter to contain some variability related to foreign exchange, seasonal gross margin dynamics, and social charges. The analyst has advised investors to buy any near-term dips and reiterated that its core thesis remains intact. Keybanc believes that music is under-monetized in a price inflationary market with favorable competitive dynamics and several initiatives that support high-teens revenue growth. In other news, Deutsche Bank on Wednesday also raised Spotify Technology S.A. (NYSE:SPOT)'s target price to $775 from $700 and maintained a Buy rating for its shares. The Luxembourg-based company, which provides digital music-streaming services worldwide, has seen impressive returns in 2025, gaining 51% year-to-date. While we acknowledge the potential of SPOT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds and 13 Best Booming Stocks to Buy Now. Disclosure: None.
Yahoo
26-07-2025
- Business
- Yahoo
Keybanc Hikes Spotify Technology S.A. (SPOT)'s Price Target To $860, Maintains Overweight Rating
Spotify Technology S.A. (NYSE:SPOT) is among the 13 Best Global Stocks to Buy Right Now. On July 11, Keybanc lifted the stock's price target to $860 from $640, while maintaining an Overweight rating for its shares. The adjustment represents significant upside potential, given its share price of $674.46 at the close on July 23. Copyright: dennizn / 123RF Stock Photo The firm said that it expects Spotify Technology S.A. (NYSE:SPOT)'s second-quarter results and guidance for the third quarter to contain some variability related to foreign exchange, seasonal gross margin dynamics, and social charges. The analyst has advised investors to buy any near-term dips and reiterated that its core thesis remains intact. Keybanc believes that music is under-monetized in a price inflationary market with favorable competitive dynamics and several initiatives that support high-teens revenue growth. In other news, Deutsche Bank on Wednesday also raised Spotify Technology S.A. (NYSE:SPOT)'s target price to $775 from $700 and maintained a Buy rating for its shares. The Luxembourg-based company, which provides digital music-streaming services worldwide, has seen impressive returns in 2025, gaining 51% year-to-date. While we acknowledge the potential of SPOT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds and 13 Best Booming Stocks to Buy Now. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-07-2025
- Business
- Yahoo
T-Mobile US, Inc. (TMUS) 'Has Been A Huge, Huge Winner,' Says Jim Cramer
We recently published . T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks Jim Cramer recently discussed. T-Mobile US, Inc. (NASDAQ:TMUS) is an American telecommunications carrier whose shares have gained 4% year-to-date. However, the stock is down by 13% since late April, when a weak earnings report accompanied by lackluster subscriber figures led to an 11% loss. T-Mobile US, Inc. (NASDAQ:TMUS)'s stock also fell in June after Softbank announced that it would sell $4.8 billion worth of shares. Cramer has spent quite some time in 2025 discussing whether the firm's CEO, Mike Sievert, is retiring. This time around, he discussed a Keybanc piece about T-Mobile US, Inc. (NASDAQ:TMUS): 'Here's one [that's] a little surprising. Keybanc puts out a very cogent piece about how T-Mobile is fiber-deficient. And they think that the consumer value proposition has deteriorated rather rapidly. Downgraded to Underweight. And the stock has been weak. But this is a, in many ways you read this and you think oh my bad, now I know why it's going down. Which will mean that it's got much further to fall. A customer checking out their new device at a T-Mobile store, illustrating the convenience and accessibility of retail stores. Previously, the CNBC host discussed T-Mobile US, Inc. (NASDAQ:TMUS)'s CEO, Mike Sievert: 'We don't know if he's [Sievert] going to leave yet, we don't know when, they're not gonna put a release out. They're not gonna put a release out. It's not done and I hope he stays because I think he's fantastic.' While we acknowledge the potential of TMUS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error al recuperar los datos Inicia sesión para acceder a tu cartera de valores Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos
