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Business

CDW's Cloud and AI Momentum Fuels Earnings Beat, Dividend Hike

IT solutions giant CDW posted stronger-than-expected Q4 and full-year results, driven by robust demand for software, cloud, and AI-focused services. The company's board approved a higher quarterly dividend, underscoring its commitment to shareholder returns amid a strategic shift toward higher-margin offerings.

Business

Super Micro Computer: The Quiet Engine Powering the AI Boom

As the race for AI supremacy intensifies, Super Micro Computer (SMCI) is emerging from the shadows of its flashier tech peers. With a pivotal role in building the world's largest AI data centers and a unique modular approach, the server maker presents a compelling, if understated, investment case in the infrastructure underpinning artificial intelligence.

Business

Kraft Heinz Stock: Deep Value Play or Value Trap After Years of Underperformance?

With shares of Kraft Heinz (KHC) languishing near $24, a stark disconnect has emerged between its market price and fundamental valuations. Our analysis delves into whether the consumer staples giant represents a compelling opportunity for patient investors or a classic value trap, examining cash flow models, peer comparisons, and the broader narrative shaping its future.