Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
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Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
Dell Delivers Blowout Quarter and Second Guidance Raise on Soaring AI Server Demand
Dell posted record $47B revenue and $7.04 EPS, then raised FY sales to $192B and AI servers to $74B. $95B AI backlog and broad growth.
AI Neocloud Nscale Targets $3 Billion IPO, Backed by $51 Billion in Contracted Revenue
Nvidia, Dell and Nokia-backed Nscale seeks up to $3B U.S. IPO.
Lenovo’s 43% Revenue Surge on AI Boom Lifts Dell and HP Stocks
World’s largest PC maker reports $26.94B revenue, beating forecasts. AI drives 60% growth and $54B server pipeline. Stocks of Dell and HP rise.
Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.