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  • How The Titan XT Cycle Is Rewriting The Omnicell (OMCL) Investment Story

    Omnicell’s updated analyst narrative keeps the modeled fair value steady at US$57.43, even as some price targets are being revised in different directions. On one side, bullish analysts point to the Titan XT cabinet lineup and a potential replacement cycle as reasons to lift targets; more cautious voices are trimming theirs based on timing and...

  • How Data Centers Became a Casualty of War

    Three facilities have suffered damage in drone strikes, and analysts say such installations are increasingly at risk. 

  • ‘Not a big part of the work’: Meta’s LLM bet has yet to touch its core ads business

    Using large language models for ranking is a future bet, not a current reality at Meta.