Super Micro Co-Founder Charged in $2.5 Billion AI Server Smuggling Scheme to China
US indicts Super Micro co-founder Wally Liaw for illegally diverting $2.5B Nvidia AI servers to China via Southeast Asia, evading export controls. SMCI shares plunge.
/ 28 items
#DELL↓
Dell Just Dropped a Monster AI Number: $50 Billion in Servers Coming in FY27
DELL reports massive Q4 and full-year 2026 results fueled by AI servers. FY2027 guidance beats Wall Street with $140B revenue expected. 20% dividend hike + $10B more buybacks.
Micron Warns of 'Unprecedented' Memory Chip Shortage Driven by AI Demand
Micron Technology reports an accelerating memory chip shortage through 2026 as AI infrastructure demand surges. The company invests $1.8B in Taiwan expansion while building $100B US production site.
Barclays Turns Bullish on Dell as AI Server Demand Grows
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
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.
Morgan Stanley Downgrades Dell and HP on Memory Cost Concerns
Morgan Stanley cuts Dell and HP ratings, citing rising memory costs and weak demand threatening hardware maker profits through 2026.