Latest news with #architectures
Yahoo
2 days ago
- Business
- Yahoo
This Quantum Computing Stock Soared Over 30% In May. Is It a Buy Now?
Rigetti Computing is a popular quantum computing stock. The stock commonly rises and falls dramatically. 10 stocks we like better than Rigetti Computing › Quantum computing stocks are some of the hottest stocks on Wall Street right now, even more so than AI stocks. While AI is still playing out, quantum computing stocks could pay off quickly if their technology becomes viable and mainstream, especially if you buy some pure-play start-ups. One quantum computing stock that soared in May was Rigetti Computing (NASDAQ: RGTI). It rose over 30% during the month, but was up over 50% at one point. Clearly, there's massive interest in Rigetti Computing's stock, but is it worth buying here? Although Rigetti Computing had a great month, it's still down around 40% from its all-time high established in early January. Hype for quantum computing stocks reached an all-time high at the start of the year, so this makes sense, but is there a good reason for it to be down this much? Rigetti Computing is working on a full-stack solution for quantum computing, which means it will deliver customers an entire quantum computing unit ready for use. Rigetti is competing against multiple other start-ups to bring a viable solution to the market, but it's also competing against behemoths in the space, like Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Everyone is racing to solve the same problem: errors. Quantum computing is different than traditional computing. While traditional computing utilizes bits (a 0 or a 1) to transmit information, quantum computing uses qubits. Qubits transmit information as a superposition of an atom, which is best described as the probability of being a 0 or a 1. This makes quantum computing ideal for many tasks that aren't linear calculations, but it also induces some errors. Because qubits don't transmit exactly a 0 or a 1, there is room for interpretation on what answers they give. This is a fundamental problem with quantum computing, and each competitor is trying different ways to solve this issue. Rigetti has developed several chip architectures to reduce errors and currently has about 99% fidelity, which is comparable to most companies competing in this realm. In 2025, it plans to release a four-chip, 36-qubit system that may provide an actual use case in the real world, although widespread quantum computing use is still years away. Rigetti Computing projects that before 2030, the market opportunity for quantum computing will be only $1 billion to $2 billion, mainly driven by various public companies and government research labs. After 2030, it sees demand really picking up, increasing to a $15 billion to $30 billion market opportunity by 2040. This is a long way out, and the question remains: Is it too far out to be seriously investing in Rigetti Computing? Rigetti Computing's stock already has a fair bit of success priced into it. The company trades at a $3.5 billion valuation despite only generating around $9.2 million in contracts. Rigetti is also deeply unprofitable and recently agreed to sell up to $350 million worth of new shares to increase its cash pile and continue its research and development. This shouldn't surprise anyone, but it dilutes existing shareholders by flooding the market with new shares. This isn't the first time Rigetti has done this, and it won't be the last, and investors need to be prepared for more events like this. Furthermore, if Rigetti loses the quantum computing arms race to another competitor, its stock will become worthless. While nobody wants to see an investment go to $0, it's the reality with some of these quantum computing start-ups. That's why I prefer to invest in some of the larger players also competing in the quantum computing arms race, as there's a base business to fall back on if they lose the race. Rigetti Computing isn't a bad stock by any means; it's just a high-risk one. If you want to own shares, then I'd suggest a smaller position size, as that will protect you from it significantly harming your portfolio should it fail. But even a small position size can grow to a massive one if the stock takes off. I'm unsure if Rigetti Computing will be that company, but we won't know the results for a few more years, so I'll probably avoid the stock for now. Before you buy stock in Rigetti Computing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Rigetti Computing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,385!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $842,015!* Now, it's worth noting Stock Advisor's total average return is 987% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. This Quantum Computing Stock Soared Over 30% In May. Is It a Buy Now? was originally published by The Motley Fool 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
Morocco World
21-05-2025
- Science
- Morocco World
NETYS 2025 Launches at UM6P with a Deep Dive into AI and Smart Networks
Rabat – The 13th edition of the International Conference on Networked Systems (NETYS 2025) kicked off today at Mohammed VI Polytechnic University's College of Computing in Rabat. Organized under the auspices of King Mohammed VI, the conference runs from May 21 to 23, 2025. Organized by UM6P 's College of Computing, NETYS 2025 is held as part of a broader scientific week dedicated to artificial intelligence and digital technologies. The event brings together over 400 participants, including researchers, experts, and professionals from Morocco and abroad to discuss cutting-edge topics, including machine learning algorithms, distributed systems, cybersecurity, cloud computing innovations, and recent advances in AI. 'The major questions redefining the future of AI and distributed systems are global in nature. It is therefore essential to build platforms for reflection that match the scale of these challenges,' stressed Professor Rachid Guerraoui, Chair of the Steering Committee of the College of Computing at UM6P. 'By hosting these events in Rabat, we are continuing our ambition to foster an academic ecosystem where top experts, young talents, and the most influential voices come together to write the next chapter of the digital era.' While NETYS has long been a space for sharing theoretical research in networked systems, this year's edition feels particularly timely. The world is grappling with the dual challenge of accelerating AI adoption while ensuring digital infrastructure remains verifiable, secure, and inclusive. In this context, NETYS is not just a platform for academic exchange; it's a strategic meeting point where foundational computing science meets global tech policy and industrial transformation. Forum for thinking strategically, beyond theory This year's edition addresses key developments in distributed computing, security, formal methods, and machine learning. It aims to create a space for collaboration and the exchange of research ideas between academics and engineers, covering the design, development, and analysis of networked systems. Topics of interest span cloud systems, concurrent algorithms, formal verification, data science, parallel programming, multi-core architectures, large language models, and more. Rachid Guerraoui opened the conference with an introductory speech that highlighted the significance of the event in strengthening scientific cooperation and advancing research in intelligent systems and digital transformation. The first keynote talk was chaired by Madhavan Mukund and delivered by Swarat Chaudhuri, professor at the University of Texas and researcher at Google DeepMind. Titled ' Evolution, Abstraction, and Discovery with Large Language Models,' the keynote explored the rapid evolution of Large Language Models (LLM) and the process of generating them into a target theorem. Chaudhuri explored the use of AI in both mathematical and scientific discovery, emphasizing the role of large language models (LLMs) in simplifying complex reasoning processes. LLMs were highlighted as a valuable tool in facilitating empirical discoveries. The first technical session, 'Verification,' featured two research presentations. The first, ' Reachability and Verification of Assertions for IoT Applications ' by Nagalakshmi S. R. and Meenakshi D'Souza, tackled challenges in verifying safety and correctness within Internet of Things (IoT) applications. The session's second offering, 'Enhancing Numerical Invariants Learning with Bounded Reachability Analysis,' was presented by Wael-Amine and done by Ahmed Bouajjani, Boutglay, and Peter Habermehl. It focused on integrating bounded reachability techniques to improve the learning of numerical invariants in system verification. Throughout the three-day event, participants will continue exploring themes related to networked systems, distributed computing, and machine learning. NETYS 2025 serves as a platform to present original research contributions and discuss the latest trends and techniques, offering a dynamic forum for innovation, academic discourse, and cross-sector partnerships.
Yahoo
16-04-2025
- Business
- Yahoo
Is Marvell Technology Inc. (NASDAQ:MRVL) the Best NASDAQ Stock to Buy So Far in 2025?
We recently published a list of 13 Best NASDAQ Stocks to Buy So Far in 2025. In this article, we are going to take a look at where Marvell Technology Inc. (NASDAQ:MRVL) stands against other NASDAQ stocks to buy in 2025. On April 4, Wedbush analyst Dan Ives appeared on CNBC to discuss the potential impact of current tariffs and compared the situation to an economic armageddon. If the current tariffs remain in place, Ives thinks it would lead to a 15% to 20% demand reduction across the board. He thinks that investor anxiety is much higher considering how things were in the March 2020 COVID-19 crash earlier. The analyst thinks that investors should now focus on the likelihood of tariff adjustments from comments about negotiations, the impact on consumer-focused companies, and the potential for demand destruction. He even thinks that companies may refuse to provide guidance in the first-quarter earnings calls due to the persistent tariff uncertainty. Ives thinks that a lot of tech companies will not be able to absorb high tariff increases and rather this cost will be passed on to the consumers which will lead to significant margin erosion and even potential sales declines. He indicated that tech stocks are currently pricing in a 10% to 15% cut to numbers. He suggests that investors should now look at companies with strong long-term potential as he believes earnings may normalize in 2025 and 2026. The analyst also addressed the defensive performance of defense contractors. While acknowledging the relative stability here, Ives cautioned that even these even such sectors are not immune to tariffs. He noted the significant foreign component, specifically 40% to 50% in some instances, in hardware and other sectors. Our Methodology We sifted through the financial media reports to compile a list of the top NASDAQ stocks to buy for 2025. We then selected the 13 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. The hedge fund data was sourced from Insider Monkey's database which tracks the moves of over 900 elite money managers. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). An assembly line in a semiconductor factory, with workers at their stations. Number of Hedge Fund Holders: 105 Marvell Technology Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions, that range from the data center core to the network edge. It develops and scales SoC architectures, and integrates analog, mixed-signal, and digital signal processing functionality. Its portfolio includes products like ethernet solutions, single or multiple-core processors, and custom application-specific integrated circuits. On March 17, Harlan Sur from JP Morgan reaffirmed a Buy rating on the company with a $130 price target due to its strong AI/cloud segment performance. The company's collaboration with AWS further strengthened this market position. This will provide AWS with customized, high-performance chips (ASICs) for next-gen XPUs that are crucial for cloud computing. The company is actively investing in technologies like 1.6T PAM DSPs and 2-nanometer silicon IP, which are needed by next-gen data center interconnects for AI and cloud computing. The company's data center segment improved by 78% year-over-year in FQ4 2025. For the full fiscal year 2025, this revenue surged by 88%, with the company exceeding its $1.5 billion AI revenue target. Marvell Technology Inc. (NASDAQ:MRVL) now aims to make over $2.5 billion in the full fiscal year 2026. Overall, MRVL ranks 11th on our list of the best NASDAQ stocks to buy so far in 2025. While we acknowledge the growth potential of MRVL, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MRVL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
05-04-2025
- Business
- Yahoo
Nasdaq Bear Market: 2 Brilliant Stocks Down 53% and 67% to Buy Before They Double, According to Wall Street
The Nasdaq Composite (NASDAQINDEX: ^IXIC) recently entered a bear market, which means the technology-focused index has tumbled more than 20% from its record high. But most Wall Street analysts see the decline as an opportunity to buy shares of Arm Holdings (NASDAQ: ARM) and The Trade Desk (NASDAQ: TTD). Arm stock has fallen 53% from its high, partially because investors were disappointed with the guidance management provided in the latest quarter. But among the 41 analysts that follow the company, the median target price is $177.50 per share. That implies 106% upside from the current share price of $86. The Trade Desk stock has fallen 67% from its high, partially because the company reported disappointing financial results in the latest quarter. But among the 39 analysts that follow the company, the median target price is $103 per share. That implies 124% upside from the current share price of $46. Here's what investors should know about Arm and The Trade Desk. Arm develops and licenses central processing unit (CPU) architectures and subsystems to companies that develop custom chips. Its processors are widely used in mobile devices, especially smartphones, but Arm's technology is also gaining market share in data centers. The major public clouds -- operated by Amazon, Microsoft, and Alphabet's Google -- have all deployed Arm-based chips. Importantly, Arm architectures are more power efficient than x86 architectures from Intel and AMD. That key advantage, coupled with the flexibility the company affords clients in designing custom chips, are the reasons for its dominance in smartphone processors and its growing importance in data center chips, particularly with power-intensive workloads like artificial intelligence (AI). Arm reported solid financial results in the December quarter. Revenue increased 19% to $983 million due to strong growth in royalties, which are based on the quantity of shipped products containing Arm technology. Adoption of Armv9 (the latest CPU architecture) and compute subsystems (other essential components for chip design) contributed. Meanwhile, non-GAAP (generally accepted accounting principles) net income increased 26% to $0.39 per diluted share. However, the stock tumbled after the report because Arm narrowed its full-year guidance despite beating Wall Street's estimates in the third quarter. Investors were disappointed that the announcement did not give a more upbeat outlook. But Arm is still well positioned to maintain its momentum as AI drives demand for power-efficient data center CPUs. Indeed, the Stargate Project plans to spend $500 billion over the next four years to build AI infrastructure in the U.S. for OpenAI, and Arm is listed as a key technology partner because Nvidia Grace CPUs are built on its intellectual property. Wall Street expects Arm's earnings to increase 32% annually through fiscal 2026, which ends in March 2026. That consensus estimate makes the current valuation of 62 times earnings look reasonable, especially when Arm has reported above-consensus results for six consecutive quarters. Investors should feel comfortable buying a small position today. The Trade Desk operates the largest independent demand-side platform (DSP), software that helps clients automate, optimize, and measure advertising campaigns across digital channels. It was among the first adtech companies to incorporate artificial intelligence into its DSP, and CEO Jeff Green says it still has "the most advanced data-driven decision-making platform" in the industry. The Trade Desk reported disappointing fourth-quarter financial results, falling short of its own sales guidance for the first time in 33 quarters. Revenue rose 22% to $741 million, well below the $756 million management anticipated. Non-GAAP earnings increased 44% to $0.59 per diluted share. Green blamed the revenue shortfall on a "series of small execution missteps," and outlined what the company is taking to fix the issues. Wall Street expects The Trade Desk's earnings to grow at 14% annually through 2026. That makes the current valuation of 27 times earnings seem reasonable, but I still think the consensus is too low. I say that for two reasons. First, adtech spending is forecast to grow at 14% annually through 2030, so The Trade Desk is likely to grow faster, provided it keeps gaining market share. Second, Wall Street has consistently underestimated the company. The Trade Desk topped the consensus earnings estimate by an average of 10% during the last four quarters. If that pattern continues, the current share price would look rather cheap in hindsight. Investors with a time horizon of at least three years should feel comfortable buying a position now. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arm Holdings wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $494,557!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $623,941!* Now, it's worth noting Stock Advisor's total average return is 781% — a market-crushing outperformance compared to 156% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 4, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Trevor Jennewine has positions in Amazon, Nvidia, and The Trade Desk. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Intel, Microsoft, Nvidia, and The Trade Desk. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short January 2026 $405 calls on Microsoft, and short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy. Nasdaq Bear Market: 2 Brilliant Stocks Down 53% and 67% to Buy Before They Double, According to Wall Street was originally published by The Motley Fool
Channel Post MEA
25-03-2025
- Business
- Channel Post MEA
WSO2's Choreo AI-Native IDP Now Available As SaaS & Open-Source Software
WSO2 has announced an update to Choreo, its AI-native internal developer platform (IDP) as a service. Designed to accelerate enterprise innovation, this release introduces two transformative features: a platform engineering perspective that empowers teams to define and manage infrastructure at scale and artificial intelligence (AI) capabilities that amplify productivity across platform and software engineering teams. Initially available as a cloud service, the Choreo IDP is now also offered as downloadable open-source software for the first time—maximizing enterprises' deployment flexibility. In a landscape where enterprises race to harness AI for competitive advantage, Choreo eliminates the bottlenecks of complex development ecosystems. The platform streamlines software delivery, operations, and enterprise engineering, enabling teams to focus on creating business value. WSO2 is demonstrating the latest Choreo release at WSO2Con 2025, which runs March 18-20, 2025 in Barcelona, Spain. 'AI holds an opportunity for enterprises seeking to compete with new intelligent digital experiences, but the complexity of today's infrastructure is hindering their efforts,' said Kanchana Wickremasinghe, WSO2 vice president and general manager – Choreo. 'The latest release of our Choreo AI-native IDP, available in the cloud and as open-source software, is clearing the way for enterprises to innovate by extending AI capabilities that help software engineers deliver new apps faster while enabling platform engineers to quickly respond to developers' ever-changing requirements and expectations.' A Platform for Platform Engineers Choreo provides a unified platform for platform, DevOps, and site reliability engineering (SRE) teams to configure and manage infrastructure, continuous integration/continuous delivery (CI/CD) pipelines, and environments, and operate securely at scale. New capabilities include: Advanced Pipeline Handling : Customizable CI pipelines and parallel deployment options support multi-cloud architectures and rapid hotfixes. : Customizable CI pipelines and parallel deployment options support multi-cloud architectures and rapid hotfixes. Self-Service Data Planes (Beta) : Customers can transform Kubernetes clusters into fully-managed, production-ready Choreo data planes via an intuitive UI. : Customers can transform Kubernetes clusters into fully-managed, production-ready Choreo data planes via an intuitive UI. FinOps with AI : Machine-learning-driven insights identify cost patterns, detect anomalies, and recommend optimizations, empowering proactive cloud cost management. : Machine-learning-driven insights identify cost patterns, detect anomalies, and recommend optimizations, empowering proactive cloud cost management. Application Alerts : Teams can monitor applications based on metrics and logs and receive automatic alerts. Teams can monitor applications based on metrics and logs and receive automatic alerts. Support for Local Pipelines and Observability: Organizations now have the option to run pipelines and observability metrics entirely within customer-managed infrastructure to provide greater control, visibility and flexibility. Together, the capabilities enable platform engineers to adopt a cloud native internal developer platform that allows them to respond dynamically to evolving developer needs and maintain compliance and control while empowering developers to self-service and focus on building digital experiences. Enhanced Productivity for Software Engineers Choreo supports software engineers with a Copilot for AI-assisted documentation and testing; an enterprise marketplace; API management; managed databases, caches, and Kafka; and support for a cell-based architecture. New capabilities include: API-Key Support : Choreo simplifies API security by supporting the use of encryption keys for APIs used by machines. : Choreo simplifies API security by supporting the use of encryption keys for APIs used by machines. Hotfix Pipelines : Choreo's new hotfix deployment pipelines let teams deploy fixes in an emergency to production environments faster. : Choreo's new hotfix deployment pipelines let teams deploy fixes in an emergency to production environments faster. Streamlined configuration management: Choreo helps to reduce redundancy, simplify deployment, and minimize errors through support for environment-aware configuration groups and unified configuration declaration across projects and component types. New Choreo Open-Source IDP Software Version WSO2 is also introducing an open-source software version of the Choreo internal developer platform that is ready to use out of the box. Now enterprises that want an IDP they can manage on-premises or in a private cloud can gain all the benefits provided by the Choreo IDP as a service, including greater productivity across platform and software engineering teams, significant cost efficiencies, and faster time to market.
