Dell Stock Jumps as Analysts Expect Strong AI Earnings Beat
Dell stock jumps on AI hype, with strong growth expected. Other tech firms like HP and Lenovo also rise on booming AI demand.
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Tiny Nuclear Reactors to Power AI Data Centers: NANO Nuclear Teams Up with Supermicro
NANO Nuclear and Supermicro signed an MOU to explore using small nuclear reactors to power AI data centers. Early stage, no revenue yet.
Super Micro Shares Rocket After Beating Wall Street on Q4 Outlook
Super Micro Computer beat profit forecasts, doubled revenue, and expects strong growth as AI demand pushes its stock up 17% after hours.
Super Micro Stock Plunges as Oracle Scraps $1.1B–$1.4B Rack Contract
SMCI fell after Oracle canceled big Nvidia server orders, causing ~$1B+ loss. Legal issues and unsold chips add pressure.
Shareholders Sue Super Micro for Hiding Illegal China Sales and Nvidia Chip Smuggling
Shareholders filed a lawsuit against Super Micro Computer, accusing the company of securities fraud by concealing risky sales to China that violated U.S. export laws.
Arm Enters the AI Chip War: Launches Its First-Ever AGI CPU with Meta as Lead Customer
Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.