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DELL News30 articles
IREN shares tumble 9.5% as Bitcoin slide and AI spending jitters weigh
IREN shares fell 9.5% to $49.51, underperforming peers, as Bitcoin slid below $60,000 and analysts questioned its AI cloud pivot, chip delivery risks, and $4.4 billion revenue goal.
Super Micro Stock Rises on New AI Deals, Nvidia Partnership
Super Micro Computer shares rose 1.6% premarket Wednesday after new AI partnerships, following a 6% drop Tuesday, as investors weigh financing plans and legal risks.
Super Micro Faces Early Test After Nvidia-Driven Rally
Super Micro Computer (SMCI) fell 6.3% in premarket trading after a sharp rally, as the market assesses a new Nvidia-based AI server launch and an analyst upgrade against financing and order risks.
SMCI Surges Premarket After Upgrade, $7B Financing in Focus
Super Micro Computer (SMCI) jumped 2.94% premarket after a GF Securities upgrade, as focus returns to its $7 billion financing for $39 billion in AI server orders.
Super Micro Rebounds After $7B Fundraise for AI Server Orders
Super Micro Computer jumped 10.37% to $30.66 on Thursday after a volatile week, as investors weighed a $7 billion equity-linked raise for AI server orders against dilution risks. Monday's market open will test the rebound.
Dell Stock Rises in Holiday-Shortened Week, AI Server Demand Drives Momentum
Dell closed at $409.50 on June 18, up ~3.5% from June 12, as investors focus on its booming AI server business after record Q1 results and raised fiscal 2027 outlook.
Super Micro Stock Bounces Back After $7B Fundraise, But Concerns Linger
Super Micro Computer (SMCI) rebounded 10.37% on Thursday after a $7 billion equity raise, but shares are still down about 25% from June 9, as investors weigh dilution risks and the conversion of $39 billion in AI-server orders.
Jane Street's 8.5% Stake in Super Micro Follows $7B AI Funding Deal
Jane Street Group reported an 8.5% stake in Super Micro Computer as the company navigates a $7 billion financing deal tied to $39 billion in AI-server orders, prompting dilution worries.
Super Micro Computer Slips 5.3% as Jane Street Discloses 8.5% Stake Amid Dilution Fears
Super Micro Computer shares dropped 5.3% as Jane Street revealed an 8.5% passive stake, while investors weighed dilution risks from a $7 billion equity-linked financing plan tied to $39 billion in AI-server orders.
IREN Surges 5.4% on AI Cloud Shift, But Execution Risks Loom
IREN Limited surged 5.40% to $59.77, far outpacing the Nasdaq, as investors bet on its pivot from Bitcoin mining to AI cloud infrastructure, fueled by major contracts.
AMD Rallies on BofA's Bullish AI CPU Outlook and Upcoming Event
AMD shares surged 8% after Bank of America lifted its price target to $560 and raised the 2030 server CPU market forecast to $170B, driven by agentic AI demand. The July Advancing AI event is now a key catalyst.
Super Micro Plunges on $7B Capital Raise Plan to Fund AI Server Demand
Super Micro Computer plans to raise $7B through equity and equity-linked securities to fund AI server orders, sending shares down 9% as investors focus on dilution risk.
IREN Stock Climbs 9% on Bitcoin Bounce and $4.4 Billion AI Data Center Expansion
IREN shares surged 9% to $59.19 as investors returned to crypto and AI stocks, buoyed by a $3.65 billion GPU financing facility and a new 800MW data center project in Australia.
IREN Stock Drops 12% Despite $3.65B GPU Financing and Australia Expansion
IREN shares plunged 12.14% to $54.35 Friday as investors assessed a $3.65B GPU financing deal and new Australia data center project against ongoing crypto volatility and execution risks.
Market Update: Warren Hits Trump Trades, Sage Dips 33%
Warren slams Trump's stock trades in Eli Lilly, Dell, and Micron. Sage drops 33% but analyst calls it a once-in-a-decade buy. Xiaomi falls 47.6% but near fair value.
IREN Shares Slide on Australia Data Center Expansion Despite Major Contracts
IREN shares dropped 5.8% in premarket trading after announcing an 800MW Australian data center, despite a $3.65B GPU financing deal and contracts with Microsoft and Nvidia.
Super Micro Jumps 7% on $2B India AI Deal, Strong Server Demand
Super Micro Computer surged 7% to $50.17 after a $2 billion AI infrastructure deal in India and strong AI server demand signaled by rivals' results. Investors face risks from rising costs, competition, and legal scrutiny.
Futures Mixed as Oil Surge Tests Wall Street Records, AI Stocks Rally
U.S. stock futures were mixed Wednesday as a sharp rise in oil prices fueled inflation worries, checking Wall Street's record run. AI stocks rallied after Nvidia's endorsement of Marvell Technology.
HPE Rallies on AI Demand, Outlook Boost; Analysts Raise Targets
HPE jumped 19.5% after raising its fiscal 2026 revenue growth outlook to 29-33% on record Q2 sales. Analysts boosted price targets as AI-driven server and networking demand surged.
Wall Street Mixed as AI Boom Meets $80 Billion Funding Challenge
U.S. stocks were little changed Tuesday. The Dow rose 0.29% to 51,227.89, while the Nasdaq slipped 0.05%. Alphabet fell after announcing an $80 billion equity offering to fund AI costs.
IREN Shares Jump on $3.65B Debt Deal for Microsoft AI Cloud Contract
IREN Limited shares climbed 3.8% after closing a $3.65 billion debt deal to fund GPU purchases for its $9.7 billion Microsoft AI cloud contract, covering 96% of capital needs.
Alphabet's $80B AI Funding Plan Tests Wall Street's Record Rally
Alphabet shares fell after announcing an $80 billion equity offering to fund AI expansion, dampening Wall Street's record run. HPE and Marvell surged on AI demand.
Supermicro Surges on AI Server Demand, HPE Results Boost Sentiment
Super Micro shares jumped about 5% in early trading, driven by strong HPE results and new AI server launches with AMD and Arm, though memory cost and export risks persist.
Futures Dip as HPE Surge Highlights AI Demand; Alphabet Equity Raise Weighs
U.S. stock futures edged lower Tuesday, with HPE surging nearly 29% on AI server demand, while Alphabet dropped 2% after an $80 billion equity raise. JOLTS job openings data due later.
HPE Soars on Record AI Demand, Full-Year Forecast Upgrade
HPE stock jumped 28.7% premarket after smashing Q2 estimates with $10.7B revenue and 79¢ EPS, fueled by record AI server and networking demand, prompting a raised fiscal 2026 forecast.
Nvidia’s AI PC Chip Launch Sends Intel Shares Down 4.7%
Intel shares plunged 4.7% as Nvidia's new RTX Spark AI PC chip targets Intel's stronghold, while Nvidia rose 6.3%. Intel's Computex news failed to calm investor concerns.
TSMC ADRs Surge on Nvidia's AI PC Chip Launch and Tight Capacity
TSMC's US-listed shares surged 5.4% to $441.09 after Nvidia unveiled its RTX Spark AI PC chip, reinforcing demand for TSMC's advanced manufacturing amid tight capacity.
IREN Secures $3.65B GPU Financing for Microsoft AI Deal
IREN shares slipped 0.7% premarket to $63.54 after securing $3.65B in GPU-backed debt to fund its Microsoft AI contract, aiming for $4.4B ARR.
HPE Shares Rise on AI Server Demand Ahead of Q2 Earnings Report
HPE shares surged 5.1% premarket to $45.27 ahead of fiscal Q2 earnings, fueled by AI server demand and a new Nvidia Vera-based ProLiant server. Investors focus on backlog and guidance.
Palantir Extends Rally on AI Momentum, Dell and Snowflake Results
Palantir Technologies shares climbed 3.6% in premarket Monday, adding to a 17% gain over two sessions, as AI-driven results from Dell and Snowflake fuel investor optimism.