Dell sees its backlog swell as big AI deals come through
The company is expanding beyond large cloud providers with its AI-server business. Source link Emily Bary
Dell sees its backlog swell as big AI deals come through Read More »
PayPal has some big new growth targets. Can it hit its marks?
One analyst says the new growth goals seem achievable. Another worries competition from Apple Pay might get in the way. Source link Emily Bary
PayPal has some big new growth targets. Can it hit its marks? Read More »
Super Micro submits its overdue filings. What’s next for the server maker?
Super Micro shares are surging in Tuesday’s late trading, though they fell sharply in the regular session. Source link Emily Bary
Super Micro submits its overdue filings. What’s next for the server maker? Read More »
Home Depot says high interest rates are hampering home-remodeling plans
“There’s just no denying the deferral that we’re still seeing,” said Billy Bastek, Home Depot’s executive vice president of merchandising. Source link Emily Bary
Home Depot says high interest rates are hampering home-remodeling plans Read More »
Nvidia’s stock has gone nowhere for months. What can give it a jolt?
Nvidia reports earnings Wednesday. One analyst says investors are hungry for a reason to jump back in, while another is feeling more cautious. Source link Emily Bary
Nvidia’s stock has gone nowhere for months. What can give it a jolt? Read More »
Forget Stargate. Apple now has its own $500 billion investment plan.
Apple is matching the amount of the Stargate AI joint venture — and building goodwill with the new administration in a familiar approach. Source link Emily Bary
Forget Stargate. Apple now has its own $500 billion investment plan. Read More »
These are the factors weighing on Block’s stock after earnings
Block expects accelerating growth as the year goes on, but investors may have wanted more from the company’s overall gross-profit outlook. Source link Emily Bary
These are the factors weighing on Block’s stock after earnings Read More »
Can Broadcom save Intel? What investors should know about the latest deal rumors.
Broadcom reportedly has some interest in Intel’s design business. But one analyst says “a lot seems like it needs to happen” for a deal to become reality. Source link Emily Bary
Can Broadcom save Intel? What investors should know about the latest deal rumors. Read More »
Micron’s stock skids as AI momentum doesn’t make up for pressures elsewhere
The memory-chip company cited weakness in consumer-facing markets but momentum in higher-margin areas and those levered to AI. Source link Emily Bary
Micron’s stock skids as AI momentum doesn’t make up for pressures elsewhere Read More »
Nvidia’s stock may have lost its luster, but the rest of tech can still shine
“Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,” an analyst says. Source link Emily Bary
Nvidia’s stock may have lost its luster, but the rest of tech can still shine Read More »