Company Overview - Dell Technologies Inc. is a diversified IT infrastructure company that focuses on AI-optimized services, storage, PCs, and enterprise solutions [1]. Upcoming Earnings Release - The company is preparing for its Q4 2026 and FY2026 earnings release, which is scheduled for February 26, 2026 [1].

Fastly Stock Soars 64%. Earnings Show It's an Underrated AI Play. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Fastly Stock Soars 64%. A 'Stellar Quarter' Shows It's an Underrated AI Play.By [George Glover]ShareResize---ReprintsIn this a ...

Kyndryl (KD) shares crashed more than 50% this morning, after the IT infrastructure firm said the U.S. Securities and Exchange Commission (SEC) was looking into its financial reporting practices. On Monday, the company lowered its full-year guidance and announced a string of top-level ousters as well, which pushed KD’s relative strength index (RSI) into deeply oversold territory. At the time of writing, Kyndryl stock is down nearly 60% versus its year-to-date high. More News from Barchart www.barchart. ...

Core Viewpoint - Frequency Holdings Inc. has filed a Form 15 to remove its voluntary SEC reporting, transitioning to direct reporting to OTC Markets, which aims to streamline operations and focus on growth [1][4][5]. Group 1: Company Transition - The company remains publicly traded under the symbol FRQN and continues to disclose information, as it was always a voluntary SEC reporter [3]. - This decision allows Frequency to provide regular financial and corporate disclosures directly through OTC Markets, ensuring continued access for investors [4]. Group 2: Strategic Intent - CEO Rick Jordan emphasized that this move is intended to reduce administrative burdens and redirect efforts towards business development [5][7]. - Frequency has already posted two years of financial statements to comply with OTCID and plans to publish its 2025 year-end reports as scheduled [5]. Group 3: Future Plans - The company is exploring options for full electronic quoting through a registered market maker to enhance market access for retail investors, aligning with its long-term goal of qualifying for higher-tier markets [6]. - Jordan expressed aspirations for NASDAQ listing, indicating that SEC reporting would resume if the company reaches that milestone [7]. Group 4: Company Overview - Frequency Holdings is a holding company focused on high-growth sectors such as cybersecurity, AI, digital identity, and IT infrastructure, with its lead brand, ReachOut, aiming to establish a recognized name in cybersecurity services for small and medium-sized businesses [8]. Group 5: Leadership Profile - Rick Jordan, the founder and CEO, is noted for his expertise in cybersecurity and has a background in leading companies through growth transformations, contributing to national cyber policy discussions [9].

Core Insights - Computing power has become the core "new productive force" in the digital economy era, driving the development of advanced technologies [1][3] - The computing power industry needs to focus on the collaborative advancement of construction, application, and ecology to build a "three-dimensional computing" system, avoiding redundant construction and resource waste [1] Industry Developments - With the arrival of the artificial intelligence era, computing power is deeply integrated into daily life, supporting various applications from mobile usage to online browsing and gaming [3] - The company has established one of the earliest high-standard intelligent computing centers in Changsha, which provides a controllable computing foundation for local AI applications and ensures the stable operation of domestic AI software [3] - The introduction of super-node technology will help overcome performance bottlenecks in key industrial software, promoting continuous technological iteration and application deepening [3] Company Initiatives - The company is leveraging Changsha's talent advantages and comprehensive competitiveness to support breakthroughs in the world's first single cabinet-level 640-card super-node system, scaleX640 [3] - Future applications of next-generation AI technology will focus on the industrial sector, with the company aiming to provide robust technical support for high-end manufacturing by utilizing Changsha's rich application scenarios [3]

Group 1 - Cisco Systems, Inc. (NASDAQ:CSCO) is recognized as one of the 15 Best Passive Income Stocks to Buy Right Now [1] - Erste Group upgraded Cisco to a Buy rating from Hold, citing strong operating margins and return on equity, along with an optimistic outlook for fiscal year 2026 [2] - For fiscal Q1 2026, Cisco reported record revenue of $14.88 billion, a 7.53% increase year-over-year, driven by a 10% rise in product revenue due to demand for AI infrastructure and campus networking solutions [3] Group 2 - Cisco has consistently rewarded shareholders with dividends, raising payouts for 18 consecutive years, and maintains a strong presence in IT infrastructure with a diverse portfolio [4] - The company anticipates recognizing approximately $3 billion from hyperscaler AI infrastructure revenue in FY26, with AI infrastructure orders from hyperscalers reaching $1.3 billion in the quarter [3]

Core Insights - The article discusses the growing interest in passive income, particularly through dividend investing, as a means for individuals to enhance their earnings [1] - Companies that initiate regular dividends have shown to outperform the market significantly, with an average outperformance of 650 basis points in the six months following a dividend announcement [1] - Dividend payments provide stability during uncertain market conditions and high valuations, making them attractive to investors [1] Group 1: Dividend Stocks Overview - The article identifies 15 top passive income stocks, focusing on those with a market capitalization of at least $10 billion and a history of increasing dividends for at least 10 consecutive years [3] - The selected stocks are ranked based on their potential upside, with a minimum forecasted upside of 10% [3] Group 2: Johnson & Johnson (NYSE: JNJ) - Johnson & Johnson has a remarkable dividend record, having raised its payout for 63 consecutive years, demonstrating resilience despite challenges like patent expirations [9] - The company reported third-quarter sales of $24 billion, reflecting a 6.8% increase year-over-year, indicating steady growth in its pharmaceutical portfolio [9] - Johnson & Johnson is recognized for its focus on innovative medicine and MedTech, positioning itself well for future growth [10] Group 3: Cisco Systems, Inc. (NASDAQ: CSCO) - Cisco Systems has been upgraded to a Buy rating, with an upside potential of 10.11%, supported by strong operating margins and a positive outlook for fiscal year 2026 [11][12] - The company reported record revenue of $14.88 billion for fiscal Q1 2026, a 7.53% increase from the previous year, driven by demand for AI infrastructure [13] - Cisco has consistently raised its dividends for 18 years, maintaining a strong position in IT infrastructure and AI solutions [14] Group 4: Bank of America Corporation (NYSE: BAC) - Bank of America has an upside potential of 10.28% and is viewed positively by Morgan Stanley, which maintains an Overweight rating and a $70 price target [15][16] - The bank aims for a 16% to 18% return on tangible common equity, supported by steady revenue growth and a reduction in expense ratios [16] - Bank of America has invested over $5 billion in expanding its financial centers and market presence across the U.S. from 2014 to 2024 [18]

Core Viewpoint - Cisco (CSCO) is positioned for potential share price growth driven by the rise of AI and innovative technologies, similar to its previous surge during the dot-com era [1][2]. Group 1: Analyst Insights - UBS analysts upgraded CSCO stock from "Hold" to "Buy" and set a price target of $88 per share, the highest on Wall Street, raising investor interest in Cisco's potential [2][4]. - The UBS analysis is based on a fundamental bottom-up valuation, estimating Cisco's earnings per share to be between $4.34 and $4.62 by 2027, implying a forward price/earnings multiple of just under 20 times at the midpoint [4][6]. - The consensus rating from 23 other analysts is "Moderate Buy," with an average price target of $76.58, indicating a potential upside of around 5% from the current price [7]. Group 2: Market Context - There is speculation on whether the current market enthusiasm will mirror the dot-com surge or if the recent price target increase indicates overly optimistic expectations [3]. - Cisco's potential for earnings growth could lead to a situation where the stock becomes cheaper as its price rises, due to strengthening earnings [6].

Core Insights - Buying dividend stocks at low prices can yield higher immediate income and potential long-term returns [2] - Three recommended dividend stocks under $100 are Cisco Systems, AT&T, and JD.com, which are considered undervalued with above-average yields [3] Cisco Systems - Cisco is recognized for its IT infrastructure products and offers a relatively stable investment with growth potential due to business upgrades [4] - The stock is trading at a forward P/E multiple of just under 17, indicating strong expected earnings growth [5] - Cisco provides a dividend yield of 2.3%, which is significantly higher than the S&P 500 average of 1.2%, and is currently priced around $71 [6] AT&T - AT&T offers a higher dividend yield of 4.4%, despite a 17% increase in share price over the past year [7] - The company reported 405,000 postpaid phone net additions in the last quarter and improved free cash flow of $4.9 billion [8] - AT&T is expanding its 5G and fiber network, which is expected to enhance financial performance and returns for investors [8]

Core Insights - Hewlett-Packard Enterprise (HPE) has experienced over 50% stock growth in the past six months, outperforming the S&P 500's 27% increase, driven by strategic restructuring, shareholder initiatives, and growth in AI and cloud infrastructure [2][3] Group 1: Strategic Initiatives - HPE is consolidating operations and innovating by integrating Juniper Networks' services and establishing a Cloud & AI segment to meet enterprise IT demands [3] - The company is returning capital to shareholders with a 10% increase in dividends and a $3 billion share repurchase program, indicating confidence in its financial health [3] - HPE's stock is trading at a modest price-to-sales ratio of 0.9x, compared to 3.3x for the S&P 500, suggesting potential for multiple expansion if growth continues [3] Group 2: Financial Performance - HPE's revenue grew by 14% year-over-year to $33 billion, with the latest quarterly revenue increasing by 18.5% to $9.1 billion, driven by demand for hybrid cloud and AI-compatible infrastructure [3] - Operating income stands at $2 billion and operating cash flow at $2.5 billion, providing flexibility for investments in higher-margin opportunities [5] Group 3: Long-term Trends - The demand for AI infrastructure is rising as companies seek scalable and secure solutions, positioning HPE favorably in the AI server and edge computing markets [6] - The adoption of hybrid cloud strategies is increasing, with HPE's GreenLake platform strategically placed to benefit from this trend [6] - HPE's focus on shareholder value through rising dividends and share buybacks could enhance earnings growth and lead to revaluation over time [6] Group 4: Historical Resilience - HPE has demonstrated a strong ability to recover from market stress, indicating investor confidence and the company's capability to navigate downturns [7] - Historical performance shows that after significant declines, HPE has rebounded effectively, suggesting potential for future growth [7] Group 5: Upside Potential - With a current stock price of approximately $23, if HPE maintains steady revenue growth and margin improvement, a revaluation to 1.3x–1.5x sales could elevate the stock to the $33–$38 range, representing a potential upside of 30%–50% [9][10] - The company's ongoing strategic initiatives and historical valuation ranges support this optimistic outlook [10]