Latest news with #cloudinfrastructure
Globe and Mail
11 hours ago
- Business
- Globe and Mail
Prediction: 1 Artificial Intelligence (AI) Stock to Buy Before It Soars 100% in the Next Year (Hint: Not Palantir)
Palantir Technologies (NASDAQ: PLTR) has been an incredible investment throughout the artificial intelligence (AI) boom. The stock has advanced 1,900% since January 2023. But CoreWeave (NASDAQ: CRWV) could be the next big winner as the AI boom continues to unfold. The company held its initial public offering two months ago, and the share price has already tripled, but I think CoreWeave stock can double again in the next year. Here's why. CoreWeave is a leader in artificial intelligence infrastructure services CoreWeave provides cloud infrastructure and software services. Its platform (called a GPU cloud) is purpose-built for demanding workloads like artificial intelligence (AI). Research company SemiAnalysis recently ranked CoreWeave as the best GPU cloud on the market, awarding it higher scores than competitors like Amazon, Microsoft, and Alphabet 's Google. CoreWeave has distinguished itself from those hyperscalers in two ways. First, it is frequently the first cloud to deploy the latest Nvidia technologies due to its close relationship with the chipmaker. Second, CoreWeave is very good at running GPU clusters, such that it frequently achieves record-breaking results at the MLPerf benchmarks: objective tests that measure the performance of AI systems. CoreWeave reported tremendous first-quarter financial results. Revenue increased 420% to $981 million, and adjusted operating income (which excludes stock-based compensation and interest payments on debt) increased 550% to $162 million. As a caveat, the company reported a non-GAAP (generally accepted accounting principles) net loss of $150 million because interest payments on debt cut into profits. However, significant debt is unavoidable when building AI infrastructure, and CoreWeave has a responsible borrowing strategy involving what management calls "naturally deleveraging self-amortizing debt facilities." That means the company only takes on debt when a customer contract creates a need for additional AI infrastructure, and only if that contract more than covers the cost of the debt. CoreWeave disclosed an impressive customer list when it filed its Form S-1 with the SEC prior to its initial public offering, including IBM, Meta Platforms, Microsoft, and Nvidia. Since then, CoreWeave has won new contracts with OpenAI and an unnamed hyperscaler, such that the company now has a revenue backlog of nearly $26 billion. Why CoreWeave stock could return 100% in the next year CoreWeave currently trades at 26 times sales. That is objectively expensive, but it seems reasonable for a company with triple-digit revenue growth and a gross margin of 73%. For instance, fellow cloud services company Cloudflare reported 27% revenue growth with a 77% gross margin in the most recent quarter, and that stock trades at 35 times sales. Here's why I think CoreWeave stock can double during the next year: Wall Street estimates trailing-12-month sales will grow 200% over the next four quarters. If that happens, shares can double while the price-to-sales ratio drops to a more reasonable 17. That seems plausible, provided demand for AI infrastructure remains robust. Should you invest $1,000 in CoreWeave right now? Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave 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 $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor 's total average return is789% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. 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. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, 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 Palantir Technologies. The Motley Fool has positions in and recommends Alphabet, Amazon, Cloudflare, International Business Machines, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies. 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.
Associated Press
27-05-2025
- Business
- Associated Press
Intelligent Protection Management Corp. to Participate in the Lytham Partners Spring 2025 Investor Conference on May 29, 2025
JERICHO, NY / ACCESS Newswire / May 27, 2025 / Intelligent Protection Management Corp. ('IPM,' the 'Company,' 'we,' 'our' or 'us') (Nasdaq:IPM), a managed technology solutions provider focused on cybersecurity and cloud infrastructure, today announced that itwill participate in a webcast presentation and host one-on-one meetings with investors at the Lytham Partners Spring 2025 Investor Conference, taking place virtually on Thursday, May 29, 2025. Company Webcast The webcast presentation will take place at 3:30 p.m. ET on Thursday, May 29, 2025. The webcast can be accessed by visiting the conference home page at or directly at The webcast will also be available for replay following the event. 1x1 Meetings Management will be participating in virtual one-on-one meetings throughout the event. To arrange a meeting with management, please contact Lytham Partners at [email protected] or register for the event at About Intelligent Management Protection Corp. Intelligent Management Protection Corp. is a managed technology solutions provider focused on cybersecurity and cloud infrastructure. IPM provides dedicated server hosting, cloud hosting, data storage, managed security, backup and disaster recovery, and other related services, including consulting and implementing technology solutions for enterprise and commercial clients across the United States. The Company has more than a 20-year history of technology innovation and holds 8 patents. For more information, please visit: To be added to our news distribution list, please visit: Investor Contacts: Joe Dorame Lytham Partners, LLC 602-889-9680 e: [email protected] Roger Weiss Lytham Partners, LLC 646-741-5730 e: [email protected] SOURCE: Intelligent Protection Management Corp. press release
Yahoo
22-05-2025
- Business
- Yahoo
Prediction: 1 Data Center Stock That Could Join Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as a Trillion-Dollar Business by 2030
Oracle's fastest-growing business is its cloud infrastructure division, and demand for chips should continue to rise. Wall Street analysts are calling for accelerating sales and profits for Oracle over the next few years, signaling bullish AI tailwinds. Should the company meet Wall Street's expectations and continue scaling its infrastructure business, the market could reward the stock with a $1 trillion valuation by 2030. 10 stocks we like better than Oracle › As of the closing bell on May 16, 10 public companies boasted market capitalizations of at least $1 trillion. Within the trillion-dollar club, three are chip companies: Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing. They design and make semiconductors, including the chips that are used to train generative AI models. Further down the list of the world's most valuable companies is Oracle (NYSE: ORCL), which boasts a market cap of about $450 billion. Let's explore how Oracle is investing in artificial intelligence (AI) and how these moves could fuel its rise to a $1 trillion market cap. Oracle derives the majority of its sales from its cloud services division. During the company's fiscal 2025 third quarter (ended Feb. 28), Oracle generated $14.1 billion in revenue. Of this figure, 86% stemmed from cloud services. However, Oracle's cloud division can be bifurcated into two further subunits: software as a service (SaaS) and infrastructure as a service (IaaS). Regarding AI, investors should be paying close attention to Oracle's cloud infrastructure (IaaS) business. During the quarter, Oracle Cloud Infrastructure (OCI) generated just $2.7 billion in revenue, but it grew 49% year over year, making it Oracle's fastest-growing business by a long shot. The chart below illustrates Wall Street's consensus revenue and earnings-per-share (EPS) estimates for Oracle over the next few years. An important takeaway from the figures above is not only do analysts expect Oracle to continue growing, but revenue and earnings growth could accelerate. To me, this signals that Wall Street is bullish on Oracle's ability to continue riding AI tailwinds. Moreover, as cloud hyperscalers such as Amazon, Microsoft, and Alphabet continue to invest in data center infrastructure alongside the likes of other big tech companies such as Meta Platforms and Elon Musk's xAI, Oracle's cloud infrastructure business looks poised to benefit. As of this writing, Oracle trades at a price-to-sales (P/S) ratio of roughly 8.2. Should Oracle meet or exceed the financial projections above, it's very possible the markets begin to apply a larger premium to the stock. However, even if Oracle maintains this valuation multiple, a $1 trillion market cap is within reach. Given the analyst estimates in the chart above, Oracle should grow revenue at a compound annual rate of 13% through fiscal 2027. Extending that rate of growth through fiscal 2030 would imply that Oracle achieves $110 billion in sales by that year. Combined with a P/S ratio of 8.2, Oracle would boast a market cap of $902 billion. Stronger growth or a higher multiple could give it the small boost it needs to reach $1 trillion. While this is a very simple scenario, the bigger idea remains: Oracle does have a path to achieving a $1 trillion valuation should the company sustain the accelerating growth in its infrastructure business. To me, Oracle still remains an under-the-radar opportunity in the data center space, while much of the market is focused on Nvidia, Broadcom, and Taiwan Semiconductor. As a result, now is a good opportunity to pounce on Oracle stock as shares appear to have significant upside for those willing to exercise some patience and watch the company's OCI segment scale. Before you buy stock in Oracle, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Oracle 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 $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor's total average return is 975% — a market-crushing outperformance compared to 172% 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 May 19, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, 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. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and 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. Prediction: 1 Data Center Stock That Could Join Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as a Trillion-Dollar Business by 2030 was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
22-05-2025
- Business
- Yahoo
Prediction: 1 Data Center Stock That Could Join Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as a Trillion-Dollar Business by 2030
Oracle's fastest-growing business is its cloud infrastructure division, and demand for chips should continue to rise. Wall Street analysts are calling for accelerating sales and profits for Oracle over the next few years, signaling bullish AI tailwinds. Should the company meet Wall Street's expectations and continue scaling its infrastructure business, the market could reward the stock with a $1 trillion valuation by 2030. 10 stocks we like better than Oracle › As of the closing bell on May 16, 10 public companies boasted market capitalizations of at least $1 trillion. Within the trillion-dollar club, three are chip companies: Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing. They design and make semiconductors, including the chips that are used to train generative AI models. Further down the list of the world's most valuable companies is Oracle (NYSE: ORCL), which boasts a market cap of about $450 billion. Let's explore how Oracle is investing in artificial intelligence (AI) and how these moves could fuel its rise to a $1 trillion market cap. Oracle derives the majority of its sales from its cloud services division. During the company's fiscal 2025 third quarter (ended Feb. 28), Oracle generated $14.1 billion in revenue. Of this figure, 86% stemmed from cloud services. However, Oracle's cloud division can be bifurcated into two further subunits: software as a service (SaaS) and infrastructure as a service (IaaS). Regarding AI, investors should be paying close attention to Oracle's cloud infrastructure (IaaS) business. During the quarter, Oracle Cloud Infrastructure (OCI) generated just $2.7 billion in revenue, but it grew 49% year over year, making it Oracle's fastest-growing business by a long shot. The chart below illustrates Wall Street's consensus revenue and earnings-per-share (EPS) estimates for Oracle over the next few years. An important takeaway from the figures above is not only do analysts expect Oracle to continue growing, but revenue and earnings growth could accelerate. To me, this signals that Wall Street is bullish on Oracle's ability to continue riding AI tailwinds. Moreover, as cloud hyperscalers such as Amazon, Microsoft, and Alphabet continue to invest in data center infrastructure alongside the likes of other big tech companies such as Meta Platforms and Elon Musk's xAI, Oracle's cloud infrastructure business looks poised to benefit. As of this writing, Oracle trades at a price-to-sales (P/S) ratio of roughly 8.2. Should Oracle meet or exceed the financial projections above, it's very possible the markets begin to apply a larger premium to the stock. However, even if Oracle maintains this valuation multiple, a $1 trillion market cap is within reach. Given the analyst estimates in the chart above, Oracle should grow revenue at a compound annual rate of 13% through fiscal 2027. Extending that rate of growth through fiscal 2030 would imply that Oracle achieves $110 billion in sales by that year. Combined with a P/S ratio of 8.2, Oracle would boast a market cap of $902 billion. Stronger growth or a higher multiple could give it the small boost it needs to reach $1 trillion. While this is a very simple scenario, the bigger idea remains: Oracle does have a path to achieving a $1 trillion valuation should the company sustain the accelerating growth in its infrastructure business. To me, Oracle still remains an under-the-radar opportunity in the data center space, while much of the market is focused on Nvidia, Broadcom, and Taiwan Semiconductor. As a result, now is a good opportunity to pounce on Oracle stock as shares appear to have significant upside for those willing to exercise some patience and watch the company's OCI segment scale. Before you buy stock in Oracle, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Oracle 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 $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $829,879!* Now, it's worth noting Stock Advisor's total average return is 975% — a market-crushing outperformance compared to 172% 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 May 19, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, 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. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and 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. Prediction: 1 Data Center Stock That Could Join Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing as a Trillion-Dollar Business by 2030 was originally published by The Motley Fool
Finextra
21-05-2025
- Business
- Finextra
Pan Asia bank recruits IBM for digital bank infrastructure upgrade
IBM announces its collaboration with Pan Asia Banking Corporation PLC of Sri Lanka to modernize the bank's digital infrastructure and deliver faster, more secure banking services across Sri Lanka. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Banks in Sri Lanka are undergoing major transformations to meet the needs of new and existing customers seeking personalized product experiences, transparency, and security, all in real time. To support future growth and 24/7 banking operations, Pan Asia Bank upgraded its technology infrastructure with advanced servers, AI-powered observability for application monitoring and scalable data storage. These helped the bank enhance cloud readiness and provide real-time visibility into application performance— reducing downtime and improving customer experience. Working with its business partner South Asian Technologies (SAT), IBM deployed the latest AI and hybrid cloud solutions including IBM Power10 servers, IBM FlashSystem storage and IBM Instana for real-time, full-stack observability for application performance monitoring. The transformation has already delivered strong results: 40% boost in application performance 50% faster deployment of new services Improved uptime and lowered operational costs With this modernization, Pan Asia Bank is better positioned to meet the evolving needs of Sri Lankan customers and drive digital innovation in the banking sector. 'As part of our commitment to deliver impactful, innovative, and responsible banking solutions to our customers and stakeholders, refreshing our technology systems that power our services was critical,' said Kanchana Devasurendra, Chief Information Officer, Pan Asia Bank. 'With their proven track record of helping banking institutions around the world digitally transform, it was a natural choice for us to adopt these solutions from IBM. We believe that this transformation will help us strengthen our customer relationships through better service delivery and accelerate our innovation capability.' Speaking on the collaboration, Sandip Patel, Managing Director, IBM India & South Asia said, 'Sri Lanka presents tremendous opportunities for digital transformation, and we're proud to collaborate with forward-thinking institutions like Pan Asia Bank in harnessing the power of AI and hybrid cloud. By combining the right system, software, and services with the local expertise of our ecosystem partners, we're helping Sri Lankan enterprises tackle complex challenges, unlock new possibilities, and drive measurable business outcomes — ultimately contributing to country's broader economic growth.' Recognizing the unique needs of the Sri Lankan market, IBM continues to foster strategic collaborations and co-create tailored solutions that help local businesses drive efficiency, boost productivity, and achieve sustainable growth across industries.
