Dell CEO Rejects AI Bubble Fears, Says Chip Supply Could Stay Tight Through 2030
He expects the supply-demand imbalance to potentially persist through 2030 because new semiconductor fabrication capacity takes years to build.
Stocktwits
Dell CEO Rejects AI Bubble Fears, Says Chip Supply Could Stay Tight Through 2030
He expects the supply-demand imbalance to potentially persist through 2030 because new semiconductor fabrication capacity takes years to build.
Stocktwits
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AAPL Stock Hits Record High As Apple Unveils HomeView, Revamps Smart Home Lineup
The launch comes weeks after John Ternus took over as CEO, as Apple looks to strengthen its presence in a market where Amazon and Google also compete.
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S&P 500, Nasdaq 100 End Lower On Chipmaker Weakness, While Salesforce Gains Aid Dow — META, MSFT, BMBL, CRM, SNAP In Focus
Wall Street’s biggest banks, including JPMorgan, Morgan Stanley, and Wells Fargo, will report earnings this week.
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Nasdaq 100 Ends Lower As Report Of Weaker-Than-Expected OpenAI Revenue Drags Chipmakers — NVDA, DIS, ORCL, SBUX In Focus
OpenAI’s annualized revenue was revealed to be short of the amount previously signaled, FT reported.
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SEDG Stock Slides After Deutsche Bank Tags It A Short-Term Sell
Deutsche Bank analyst Corinne Blanchard said elevated interest rates are weighing on SolarEdge products’ U.S. demand and sees risk to fourth-quarter and 2027 earnings.
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Broadcom Reportedly Lines Up $60B AI Chip Financing As Anthropic Expands Compute
According to Bloomberg, banks are preparing a syndication for a $42 billion senior-secured tranche as Broadcom seeks financing to help Anthropic and other AI companies access chips and infrastructure.
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Apple Takes Aim at the Smart Home: ETFs to Tap?
Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.
Zacks
HPE Stock Price Target Hiked By Barclays On Networking Growth Outlook Jump – Analyst Sees 23% Upside Potential
Barclays raised its HPE price target to $83 from $79 and maintained an ‘Overweight’ rating following the company’s Networking Investor Day.
Stocktwits
S&P 500, Dow Extend Losses From Elevated Yield Pressure — SPCX, TGT, AAPL, MU, NTAP In Focus
30-year Treasury yields are at their highest level since 2002.
Stocktwits
Apple CEO John Ternus Reportedly Weighs A Leaner Organization – Here’s The Key Things Under Consideration
According to a Bloomberg report, Ternus is considering reducing the middle-management layers separating engineers and senior leadership.
