Dell expected to provide lower guidance next week, but AI servers remain a big bright spot
Here’s why one analyst advises, “Don’t bet against Michael Dell.” Source link Therese Poletti
AMD is doing better in AI than Wall Street thinks, this analyst says
After Advanced Micro Devices Inc.’s disappointing earnings forecast last quarter, Wall Street soured a bit on the company’s potential in the artificial-intelligence-chip market, but Benchmark Research believes in AMD’s increasingly competitive stance. Source link Therese Poletti
AMD is doing better in AI than Wall Street thinks, this analyst says Read More »
Software stocks are on fire. Here’s why the party can keep going this year.
Smaller software stocks have been on a tear this year, and the sector broadly stands to benefit from lower costs for AI. Source link Therese Poletti
Software stocks are on fire. Here’s why the party can keep going this year. Read More »
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of risk in its forecast. Source link Therese Poletti
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia Read More »
Intel adds some much-needed help to its board, with stock on track for its worst year ever
Intel Corp.’s much-needed addition of two executives with semiconductor expertise to its board comes as the chip maker’s stock is on track for its worst year ever, after the ouster earlier this week of Chief Executive Pat Gelsinger. Source link
Elon Musk’s Tesla pay-package fight is back in the spotlight, but here’s an even bigger issue
With his whopping pay package still tied up in legal limbo, Tesla Chief Executive Elon Musk could begin to push for the controlling stake he once said he wanted in the electric-vehicle maker. Source link Therese Poletti
FTC’s latest case against Microsoft represents Lina Khan’s last swing against Big Tech
The move by Khan, who has less than two months remaining in office before the Trump administration takes over, is one last attempt to rein in Big Tech. Source link Therese Poletti
FTC’s latest case against Microsoft represents Lina Khan’s last swing against Big Tech Read More »
Dell’s AI boost derailed slightly by Blackwell transition and slower move to AI PCs
Dell Technologies Inc.’s recent AI boost was derailed slightly on Tuesday, as the computer maker’s weaker outlook — due to a double whammy of AI product transitions in both servers and PCs — disappointed investors. Source link Therese Poletti
Dell’s AI boost derailed slightly by Blackwell transition and slower move to AI PCs Read More »
Hoping for an OpenAI or Anthropic IPO? Here’s why that’s unlikely anytime soon.
Investors hoping for initial public offerings from hot artificial-intelligence unicorns Anthropic and OpenAI sometime next year are probably going to be disappointed. Source link Therese Poletti
Hoping for an OpenAI or Anthropic IPO? Here’s why that’s unlikely anytime soon. Read More »
Why Nvidia investors are missing the forest for the trees
Nvidia’s GAAP gross margins — forecast at 73% for the company’s fiscal fourth quarter — are still enviable across the semiconductor industry. Source link Therese Poletti
Why Nvidia investors are missing the forest for the trees Read More »