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Tag: Margins

Broadcom: More Expensive Than Nvidia, But Has Poorer Margins And Growth Rate (NASDAQ:AVGO)
Broadcom

Broadcom: More Expensive Than Nvidia, But Has Poorer Margins And Growth Rate (NASDAQ:AVGO)

vm_adminNovember 26, 2025

By Invest Heroes Publication Date: 2025-11-26 15:26:00 This article was written by Follow Invest Heroes LLC is a CIS-based research…

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline
IBM

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline

vm_adminNovember 26, 2025

By TradingView Publication Date: 2025-11-26 01:49:00 EnglishEnglish Select market data provided by ICE Data Services. Select reference data provided by…

STG: AI-driven transition validated by IBM, with strong margins despite revenue decline
Broadcom

Key facts: Fidelity sues Broadcom over VMware access; Broadcom’s margins rise; PHLX index drops over 10%

vm_adminNovember 18, 2025

By TradingView Publication Date: 2025-11-18 20:03:00 Key facts: Fidelity sues Broadcom over VMware access; Broadcom’s margins rise; PHLX index drops…

Dell, HPE Shares Fall After Morgan Stanley Warned Surging Memory Prices Could Hit Margins
Intel

Dell, HPE Shares Fall After Morgan Stanley Warned Surging Memory Prices Could Hit Margins

vm_adminNovember 18, 2025

By Nauman khan Publication Date: 2025-11-18 11:26:00 Pure storage and isolation from Apple, while Dell and HP take the hit

Top analyst says Oracle’s ‘irresponsible’ AI bet is different from Microsoft and Google’s ‘healthy’ demand: a ‘bad deal’ with ‘very low margins’
Oracle

Top analyst says Oracle’s ‘irresponsible’ AI bet is different from Microsoft and Google’s ‘healthy’ demand: a ‘bad deal’ with ‘very low margins’

vm_adminNovember 15, 2025

By Rishabh Mishra Publication Date: 2025-11-14 04:45:00 Benzinga and Yahoo Finance LLC may earn commission or income from some articles…

Top analyst says Oracle’s ‘irresponsible’ AI bet is different from ‘healthy’ demand from Microsoft and Google: a ‘bad deal’ with ‘very low margins’ – Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)
Oracle

Top analyst says Oracle’s ‘irresponsible’ AI bet is different from ‘healthy’ demand from Microsoft and Google: a ‘bad deal’ with ‘very low margins’ – Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)

vm_adminNovember 13, 2025

By Rishabh Mishra Publication Date: 2025-11-13 11:29:00 A well-known technology analyst has sharply criticized Oracle Corp.‘S (NYSE:ORCL) The high-profile AI…

Nvidia’s AI Ecosystem and Self-Funding Cloud Strategy: How Strategic Chip-as-a-Service Deals Are Accelerating AI Adoption and Boosting Long-Term Margins
Nvidia

Nvidia’s AI Ecosystem and Self-Funding Cloud Strategy: How Strategic Chip-as-a-Service Deals Are Accelerating AI Adoption and Boosting Long-Term Margins

vm_adminSeptember 4, 2025

Nvidia’s dominance in the AI revolution is no longer a question of if but how fast. In 2025, the company’s…

HPE

HPE Gives Tepid Profit Forecasts, Renewing Concern About Margins – Bloomberg.com

vm_adminSeptember 4, 2025

HPE Gives Tepid Profit Forecasts, Renewing Concern About Margins  Bloomberg.com Article Source https://www.bloomberg.com/news/articles/2025-09-03/hpe-gives-tepid-profit-forecasts-renewing-concern-about-margins

Nvidia’s AI Ecosystem and Self-Funding Cloud Strategy: How Strategic Chip-as-a-Service Deals Are Accelerating AI Adoption and Boosting Long-Term Margins
HPE

HPE’s Struggling Server Margins and Strategic Turnaround in the AI Era

vm_adminSeptember 4, 2025

Hewlett Packard Enterprise (HPE) faces a critical juncture in its evolution as a technology leader. While the company has delivered…

Nvidia’s AI Ecosystem and Self-Funding Cloud Strategy: How Strategic Chip-as-a-Service Deals Are Accelerating AI Adoption and Boosting Long-Term Margins
HPE

HPE’s Q3 2025: Contradictions Emerge on AI Server Margins, Networking Margins with Juniper, and AI Demand

vm_adminSeptember 4, 2025

It highlights differing perspectives on the demand for AI servers and the company’s market positioning, which are critical for strategic…

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