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President Trump announced the US government acquiring a nearly 10% stake in Intel, valued at $10 billion, by converting CHIPS Act grants into equity to boost domestic chip production amid China tensions. This unprecedented move ensures accountability for taxpayer funds and positions the government as Intel's largest shareholder.
As cyber threats evolve, ensuring your Cisco Secure Firewall remains optimized and up to date is essential. Join us for a 45-minute webinar designed for Cisco Firewall customers renewing their licenses, where we’ll walk through the latest updates, security enhancements, and best practices to help you maximize your investment.
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Snowflake CEO Sridhar Ramaswamy dismissed rival Databricks' $100 billion valuation as hype-driven, emphasizing sustainable fundamentals over fleeting metrics. Amid fierce competition in cloud data analytics and AI, Databricks boasts 50% growth versus Snowflake's 30%, intensifying battles for enterprise dominance. This rivalry could reshape data solutions as both eye potential IPOs.
Evercore ISI raised Dell's price target to $160 from $150, citing surging AI server demand projected at over $15B this year and sustained into 2026. Supply-chain checks reveal upside from clients like xAI and CoreWeave, aligning with analyst optimism for EPS exceeding $19 by 2030 despite supply and macro risks.
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Microsoft is standardizing pricing for enterprise software like Microsoft 365 starting November 1, 2025, eliminating volume discounts to promote transparency. This could raise costs for large customers, prompting backlash and shifts to flexible options like the Cloud Solution Provider program. Enterprises are advised to audit licenses amid tightening budgets.
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