Dell Boosts AI Server Forecast to $25B on Record Demand Growth
Dell boosts AI server shipment guidance to $25B as Q3 orders hit record $12.3B. Company raises full-year revenue outlook to $111.7B on strong data center demand.
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Nutanix Q1 Earnings: Meets EPS But Cuts Revenue Guidance
Nutanix (NTNX) reports 18% ARR growth and $174.5M free cash flow in Q1 FY2026, but significantly lowers Q2 and full-year revenue guidance below estimates.
Kalshi Loses Nevada Court Battle Over Prediction Markets
Nevada judge overturns ruling protecting Kalshi from state gambling laws, sparking appeals and nationwide legal battles.
Warner Bros. Discovery Seeks Better Bids as Sale Process Heats Up
Warner Bros. Discovery requests improved offers from Paramount, Comcast, and Netflix by Dec. 1 as bidding war intensifies for HBO and CNN parent company.
Shake Shack CFO Katherine Fogertey to Step Down; Wells Fargo Calls Change "Unexpected"
Shake Shack announces CFO Katherine Fogertey's March 2026 departure. Wells Fargo maintains Equal Weight rating amid leadership transition uncertainty.
Oracle's AI Debt Concerns Spread Across Tech Giants as Insurance Costs Surge
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.