The Surprising Way to Play An Historic AI Merger

0 | By Production Team

Hewlett Packard Enterprise Co. (NYSE:HPE) stunned Wall Street on May 17 with important merger news.

That’s when the company announced it was joining forces with another historic computing firm.

See, HPE is a spinoff of the storied Hewlett Packard, one of Silicon Valley’s early computing pioneers. It said last Friday it is buying supercomputing legend Cray for about $1.4 billion.

Here’s the thing. HPE is making the move because it wants greater access to a lucrative tech platform we’ve been talking about for some time now – artificial intelligence (AI).

The timing is great. IDC says worldwide spending on AI systems will jump 44% this year to $35.8 billion.

And this ranks as a twofer. Cray remains a supercomputing powerhouse. It has won a string of government contracts over the years, which will give HPE a stable sales base.

Cray just scored a $600 million Department of Energy contract to build what is expected to be the world’s fastest supercomputer.

Let’s not forget that supercomputers play a critical role in AI, which requires massive processing power.

And today, I’m going to tell you of a hidden way to play this exciting AI merger.

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What’s Next for the Cyber-Leader with a $2.53 Billion Backlog

0 | By Michael A. Robinson

Here’s a fact that could make your blood pressure spike.

Hospitals are becoming big targets for cybercrimes – they’re up 2,860% in a decade.

But these breaches don’t get much notice from the media or Wall Street.

Instead, we always hear a lot when there is a big company involved. Just think back to the September 2017 hack at Equifax Inc. (NYSE:EFX).

In a very high-profile case, we learned that as many as 147 million accounts with financial information were compromised by a hack into the servers at the leading credit-reporting agency.

While they don’t have a lot financial data on hand, hospitals do maintain details about virtually every aspect of your health.

Even worse, a major intrusion can lead to healthcare interruptions, even with surgeries.

Indeed, analysts note that the WannaCry and NotPetya intrusions two years ago had that exact effect, though they don’t provide data on the number of cancelled operations.

What savvy tech investors need to do in a case like this is identify a best-of breed cyber firm with lots of upside ahead.

And that’s just what I am going to show you today…

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