Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the compani ...

In today's market, it looks like the most important factor for tech stocks is whether they are cool. Traditional information technology stocks, which are not the loudest players in the AI race, are suffering from a devastatingI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I alwa ...

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

This story was originally published on HR Dive. To receive daily news and insights, subscribe to our free daily HR Dive newsletter. Dive Brief: For information technology workers, skills are evolving too quickly and many organizations’ traditional training cycles can’t keep pace, according to Info-Tech’s IT Talent Trends 2025 report. The research found that IT employees’ core responsibilities changed about every 18 months, but many companies still saw learning “as a periodic initiative rather than as pa ...

Core Insights - Eviden and Almaviva have formed a strategic partnership to advance the deployment of Cooperative Intelligent Transport Systems (C-ITS) in Italy, aiming to enhance cross-border interoperability and support the national C-Roads Italy program [1][2]. Group 1: Partnership Objectives - The partnership focuses on deploying C-ITS technologies that facilitate vehicle communication with infrastructure and other road users, which is expected to reduce road accidents and congestion while promoting cleaner transport [2]. - C-Roads Italy is part of a broader EU initiative that coordinates C-ITS deployments across over 20 Member States, highlighting the collaborative effort in enhancing European mobility [2]. Group 2: Technological Contributions - Almaviva will distribute Eviden's C-ITS Public Key Infrastructure (PKI) across Italy, which is essential for secure communications in intelligent transport systems [3][4]. - Eviden's PKI solution is designed to ensure message authentication, integrity, and confidentiality, thereby establishing a robust digital trust domain for C-ITS [4][5]. Group 3: Service Offerings - Eviden's C-ITS PKI will be available as a Software as a Service (SaaS) offering within Almaviva's MOOVA platform, providing local support and operations for public and private sector clients in Italy [6]. - The collaboration is backed by over a decade of partnership between Eviden and Almaviva, ensuring a strong foundation for the deployment of these technologies [6]. Group 4: Company Profiles - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on cybersecurity, mission-critical systems, and AI [8]. - Almaviva is a leading Italian ICT group with over 40 years of experience and pro forma revenues exceeding €1.4 billion, employing more than 40,000 people globally [11].

Group 1 - Arista Networks, Inc. (ANET) has provided a strong outlook for FY26, driven by increased capital investments among cloud service providers [1] - Capital investments from major hyperscalers are projected to rise by 76% in 2026, indicating potential for sustained growth for Arista [1] Group 2 - The analysis is conducted by Monte Independent Investment Research, with Michael Del Monte as a buy-side equity analyst specializing in technology and other sectors [1]

Core Insights - Salary growth is increasingly important due to inflation, with specific roles expected to see significant pay increases in 2026 [1][2] Job Roles with Rising Salaries - Financial Manager: Median annual salary of $161,700 with an annual salary growth of 7.1% due to the need for financial oversight during economic uncertainty [8] - Marketing Manager: Median annual salary of $161,030 with an annual salary growth of 6.1% as businesses rely on effective marketing to drive results [8] - Information Security Analyst: Median annual salary of $124,910 with an annual salary growth of 6.8% driven by increasing cyber threats and the need for data protection [8] - Data Scientist: Median annual salary of $112,590 with an annual salary growth of 3.7% as companies invest in AI and automation [8] - Registered Nurse: Median annual salary of $93,600 with an annual salary growth of 6.5% as healthcare wages rise to fill staffing shortages [9] - Electrical Power-Line Installer and Repairer: Median annual salary of $92,560 with an annual salary growth of 5.7% due to modernization of utilities and increased demand [12] - Aircraft Mechanic and Service Technician: Median annual salary of $78,680 with an annual salary growth of 6.4% as airlines compete for certified technicians [12] - Licensed Practical and Licensed Vocational Nurse: Median annual salary of $62,340 with an annual salary growth of 7.6% as long-term care providers face staffing challenges [12]

Core Insights - 3 E Network Technology Group Limited is positioning its Mikkeli, Finland project as the Nordic Compute Gateway to enhance its AI infrastructure presence in the Nordic region, leveraging local resources for a global compute scheduling network [1] - The company plans to deploy AI-native nodes in the Nordic region to address evolving infrastructure constraints in high-performance computing (HPC) and meet increasing global demand for ultra-high-density computing [2] - The Mikkeli project is designed specifically for AI-oriented workloads, differentiating it from traditional cloud architectures, and aims to address heat dissipation and interconnect requirements for next-generation GPU clusters [4] Strategic Development - The Nordic region, particularly Finland, is highlighted for its favorable power infrastructure and natural cooling conditions, as evidenced by Google's significant investments in the area, which supports 3 E's strategic planning [3] - The Mikkeli project aims to improve the Total Cost of Ownership (TCO) for AI clusters by leveraging Finland's cost-competitive power infrastructure and natural cooling conditions, aligning with global carbon neutrality objectives [5] - The project will connect to a high-speed fiber optic backbone, enabling low-latency interconnection with major European Internet Exchange Points (IXPs) and supporting real-time distribution of AI tasks [6] Vision and Goals - 3 E's strategic layout in Finland is part of its global "Gateway Model," aiming to deploy compliant, low-carbon compute nodes in strategic locations and enhance participation in the global digital infrastructure supply chain [7] - The company seeks to establish a strategic connection point between global developers and Nordic resources, promoting efficient and sustainable cross-border collaboration in the AI era [7]

Core Viewpoint - 3 E Network Technology Group Limited has entered into a securities purchase agreement to access up to US$20 million through an equity line of credit facility, enhancing its capital flexibility for various corporate purposes [1][3]. Group 1: Securities Purchase Agreement - The agreement allows the company to issue and sell Class A ordinary shares to an institutional investor, with the right but not the obligation to do so [1]. - The purchase price for the shares will be determined based on the market price during a specified measurement period [2]. Group 2: Use of Proceeds - Proceeds from the sales of ordinary shares under the equity line of credit may be utilized for general corporate purposes, including working capital, project development, and production financing [3]. Group 3: Company Overview - 3 E Network Technology Group Limited is focused on providing B2B IT business solutions and aims to become a next-generation AI infrastructure solutions provider [4]. - The company operates primarily in two portfolios: data center operation services and software development [4].

Market Overview - U.S. stocks experienced a decline, with the Nasdaq Composite dropping over 350 points on Thursday. The Dow decreased by 1.21% to 49,515.62, the NASDAQ fell by 1.55% to 22,709.08, and the S&P 500 dropped by 1.18% to 6,859.69 [1] Sector Performance - Utilities shares increased by 2.4% on Thursday, while information technology stocks fell by 1.5% [1] Company Performance - American Electric Power Company, Inc. (NASDAQ:AEP) saw its shares rise approximately 5% after reporting positive fourth-quarter results. Adjusted earnings were $1.19 per share, down from $1.24 a year ago but above the Street estimate of $1.15. Revenue reached $5.314 billion, surpassing the analyst consensus of $4.887 billion [2] Commodity Market - In commodity trading, oil prices fell by 1.6% to $63.60, gold decreased by 0.1% to $5,097.40, silver dropped by 1.4% to $82.745, and copper fell by 0.4% to $5.9445 [3] European Market Performance - European shares showed mixed results, with the eurozone's STOXX 600 rising by 0.16%, Spain's IBEX 35 Index falling by 0.63%, London's FTSE 100 slipping by 0.15%, Germany's DAX gaining by 0.98%, and France's CAC 40 rising by 1.04% [4] Asia Pacific Market Performance - Asian markets closed mixed, with Japan's Nikkei down by 0.02%, Hong Kong's Hang Seng Index down by 0.86%, China's Shanghai Composite up by 0.05%, and India's BSE Sensex down by 0.66% [5] Economic Indicators - U.S. initial jobless claims decreased by 5,000 to 227,000 in the first week of February, compared to market estimates of 222,000. Additionally, U.S. natural-gas stocks dipped by 249 billion cubic feet, compared to market estimates of a 257 bcf decline [6]