Significant Portfolio Shifts in Ronald Muhlenkamp’s Q3 2024 13F Filing Highlighted by Broadcom Exit

Significant Portfolio Shifts in Ronald Muhlenkamp’s Q3 2024 13F Filing Highlighted by Broadcom Exit

Ronald Muhlenkamp (Trades, Portfolio), the seasoned founder and portfolio manager at Muhlenkamp & Company, Inc., has recently made notable changes to his investment portfolio according to the 13F filing for the third quarter of 2024. Known… Article Source https://finance.yahoo.com/news/significant-portfolio-shifts-ronald-muhlenkamps-200140429.html

IBM’s Success and Recognition in G2 Summer Reports Highlighted in IBM Blog

IBM’s Success and Recognition in G2 Summer Reports Highlighted in IBM Blog

IBM has been recognized in over 1,365 unique G2 reports and has earned over 230 Leader badges across various categories. This validation is essential to showcase their top products and provide unbiased information to potential buyers, as highlighted in the G2 Software Buyer Behavior Report 2024. With G2’s platform attracting over 90 million visitors annually … Read more

Highlighted in The Zacks Analyst Blog: Microsoft, Oracle, T-Mobile US, and EVI

Highlighted in The Zacks Analyst Blog: Microsoft, Oracle, T-Mobile US, and EVI

Zacks.com has released their latest analyst blog featuring stocks such as Microsoft Corp., Oracle Corp., T-Mobile US, Inc., and EVI Industries, Inc. Microsoft’s shares have been performing well thanks to gains in Intelligent Cloud and Productivity and Business Processes. Oracle’s performance has also been positive due to continued adoption of cloud applications and autonomous databases. … Read more

Azure service tags vulnerability highlighted by Tenable | TechTarget

Azure service tags vulnerability highlighted by Tenable | TechTarget

Tenable discovered a high-severity vulnerability in Microsoft’s Azure Network service tags that could allow attackers to bypass firewall rules. Microsoft, however, rejected the classification of the issue as a vulnerability and instead provided customers with enhanced guidance on mitigating the risk. While Microsoft acknowledged Tenable’s contribution to the Azure community, the company stated that service … Read more

Sustainability Features Highlighted in Google’s New Singapore Data Center

Sustainability Features Highlighted in Google’s New Singapore Data Center

Google has recently completed the construction of its fourth data center in Singapore, highlighting its commitment to sustainability in line with the city-state’s goals. The tech giant has invested $5 billion in its data center business in Singapore, a significant increase from the $850 million spent in 2018. This substantial investment reflects Google’s continued growth … Read more

Google recognizes potential risks of ‘monoculture’ highlighted in CSRB report regarding Microsoft

Google recognizes potential risks of ‘monoculture’ highlighted in CSRB report regarding Microsoft

In a recent response to a critical US government report regarding Microsoft’s lackluster cybersecurity practices, Google has brought up the term “monoculture” to highlight the risks associated with relying on a single dominant technology provider. Google’s stance on monoculture emphasizes the importance of diversifying technology providers to mitigate cybersecurity vulnerabilities. The US government report has … Read more

Analysts Expect Strong Q1 Earnings from NVIDIA, Highlighted as Top AI Stock with Significant Growth Potential – NVIDIA (NASDAQ:NVDA) referred to as ‘Best Secular Idea in Technology’

Analysts Expect Strong Q1 Earnings from NVIDIA, Highlighted as Top AI Stock with Significant Growth Potential – NVIDIA (NASDAQ:NVDA) referred to as ‘Best Secular Idea in Technology’

NVIDIA Corporation is set to release its first quarter financial results after the markets close on Wednesday. Analysts are expecting the company to report first-quarter revenue of $24.60 billion, with earnings per share estimated at $5.58. Nvidia has a history of surpassing analysts’ revenue and earnings estimates in recent quarters. Nvidia’s guidance for first-quarter revenue … Read more

VMware product blitz highlighted by data services and Cloud Foundation enhancements – SiliconANGLE

VMware product blitz highlighted by data services and Cloud Foundation enhancements – SiliconANGLE

VMware Inc. is convening its annual Explore conference in Barcelona this week with a huge batch of product and partnership announcements aimed at strengthening its Cloud Foundation hyperconverged infrastructure with improved data services and security as well as advancing its Tanzu application development and modernization platform. The virtualization firm, whose acquisition by Broadcom Inc. from … Read more