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SERV News30 articles
Mint Incorporation Soars 33% on Premarket Surge, Volume Hits 14x Float
Mint Incorporation shares surged 33% in premarket trading, with volume 14 times its public float, signaling extreme volatility amid pending robotics acquisitions.
Lenovo Stock Pulls Back 4.7% After Record Rally, AI Server Margins in Focus
Lenovo shares dropped 4.7% on Monday after a record-setting rally, raising questions about AI-server margin sustainability. The stock remains 14.7% above its September 15 close.
Choosing the Right AI Inference Server: Triton, vLLM, SGLang and More
Selecting an AI inference server solely on benchmark speed can lead to production headaches. Here's how to match the right serving layer to your model fleet and infrastructure.
Supermicro Surges 9.5% as AI Server Market Projection Hits $1.3T
Supermicro (SMCI) shares rallied 9.5% on a Goldman Sachs forecast of a $1.3 trillion AI-server market by 2030, easing doubts about its fiscal-2027 sales target.
Alphabet's AI Server Payback: Under Two Years, But Capex Concerns Loom
Google Cloud claims AI servers pay back in under two years, but Alphabet's massive capex and negative free cash flow leave investors cautious.
Strategic Oil Reserve at 44-Year Low as Exchange Deliveries Continue
The US Strategic Petroleum Reserve fell to 285.36 million barrels, the lowest since 1982, as emergency exchange deliveries continue. Oil prices remain above $100 per barrel.
Senate CLARITY Vote: Procedural Step, Circle's Earnings Still Tied to Reserves
Tuesday's Senate vote on the CLARITY Act is a procedural cloture motion, not final passage. Circle's earnings remain heavily tied to USDC reserve yields, with interest rates a key variable.
AMD's 2027 Data-Center Goal Tied to $220B Server Market
AMD aims to more than double data-center revenue by 2027, targeting a $220B server market. Executives outlined the plan at Goldman Sachs conference.
SharonAI Leadership Shift: COO Transition Preserves Founder's Equity Stake
SharonAI disclosed leadership changes, with co-founder Leece keeping 151,219 RSUs as Burns becomes COO. Contract runs to 2027, stock up 5%.
Japan's FX Reserves Plunge $79.6B, Yen Hits 153.51
Japan's official reserves dropped $79.6B in August to $1.2075T, with foreign-currency securities down $87.8B. Yen strengthened past 154 as intervention and BOJ expectations converge.
Foxconn August Sales Soar 52% on AI Server Demand
Hon Hai Precision's August revenue surged 52% YoY to NT$921.77 billion, powered by AI server demand. The company sees Q3 beating expectations with a low September bar.
Dell Stock Soars 15.8% on Raised Profit Forecast, AI Server Demand Drives Rally
Dell Technologies (DELL) surged 15.8% to $492.20 after boosting its fiscal 2027 adjusted EPS outlook by 42.5% to $25.50, driven by AI server demand and a $95 billion backlog.
Dell Surges 8% on Record AI Server Backlog, Raised Guidance
Dell shares rose 8.3% premarket as AI server backlog hit $95B and revenue guidance was lifted to $192B, signaling strong demand and margin expansion.
Dell Surges on AI Server Demand; MongoDB Slides Despite Strong Growth
Dell surged 8.7% after record AI server orders, while MongoDB dropped 12% despite strong growth. Tech stocks were mixed as oil prices and Treasury yields rose.
Dell Stock Slips as AI Server Push Raises Margin Concerns
Dell shares dropped 3.5% as its ambitious $60 billion AI server revenue goal puts pressure on profit margins. Q2 earnings are due after the market close.
Dell Nears Q2 Earnings: AI Server Push Fuels 10% Options Swing
Dell (DELL) shares advanced 0.96% to $460.64 ahead of fiscal Q2 results, with options pricing a 10% move. The company's $60B AI-server revenue target remains a key focus.
Plug Power's Cash Reserves Dip as Quarterly Burn Hits $61M
Plug Power shares slipped 3.5% after Q2 cash outflow trimmed reserves to $162M. Break-even gross margin and cost cuts offset liquidity concerns.
AMD Jumps 5% as Server CPU Market Forecast Soars to $201B
AMD shares climbed 4.9% after Raymond James upgraded the stock and projected a $201 billion server CPU market by 2030, citing AI-driven demand.
AMD Soars 4% on Strong Buy Upgrade; Server CPU Market Seen at $201B
AMD shares rose 4.3% after Raymond James upgraded to Strong Buy, lifting its price target to $641. The firm forecasts the server CPU market to reach $201B by 2030.
Supermicro Soars 9% on Cisco AI Server Distribution Deal
Supermicro shares surged 9% after Cisco announced it will sell its AI servers starting in October, adding about $1.96 billion to SMCI's market cap.
Intel's $23B Share Sale Bolsters Cash Reserves
Intel completed a $23 billion share offering, boosting its share count by 4.8%. The stock closed at $102.50, 7.9% above the offer price, despite a 2% dip on Friday.
Reserve Shield Fails to Halt Rupee Slide as Oil Surge Tests RBI
India's record $707B reserves couldn't prevent a weekly rupee decline and Nifty drop, as rising oil prices and import demand test the central bank's policy shield.
Dell Shares Surge as Lenovo's AI Results Signal Robust Server Demand
Dell (DELL) gains 4% premarket as Lenovo's AI revenue surge confirms strong server demand, with shares trading above the average analyst target.
Dell Stock Rises 5% on AI Server Demand, But Margin Squeeze Lingers
Dell shares rallied 5% on strong AI server demand signals from peers, yet a 3.5-point gross margin drop raises profitability concerns as AI revenue reaches 37% of total.
Strategy Boosts Cash Reserves to $4.65B via $653M Stock Sale, Trims Bitcoin
Strategy raised $653M via stock sales, boosting cash reserves to $4.65B, while selling 1,690 BTC to fund preferred share buybacks. MSTR fell 3%.
Intel Stock Rises 0.9% to $91 as AI Server Growth Offsets Foundry Losses
Intel shares rose 0.9% to $91.00, lagging the Nasdaq's 2.1% gain, as strong AI server growth was offset by persistent foundry losses and minimal external revenue.
Intel Stock Holds Near $90 as Server Pricing Surge Offsets Volume Growth
Intel trades near $90 after server ASPs jumped 48%, driving segment revenue up 61%. Q3 guidance beat, but higher capex and ongoing foundry losses temper the outlook.
Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus
Rigetti Computing heads into Q2 earnings with a $5.01B market cap, $569M cash, and revenue quality under scrutiny. Analysts expect revenue of $5.1M-$5.3M.
XRP Ledger Amendment Set to Shift Reserve Burden to Institutions
XRP Ledger's upcoming upgrade may drive institutional demand by shifting reserve requirements, but its impact on XRP supply remains limited. The amendment is pending validator approval.
Intel Stock Surges as Server Pricing Power Drives Growth, Foundry Losses Persist
Intel (INTC) shares surged 11.3% Thursday as server pricing and product mix drove 82% of growth, despite a $2.1B foundry loss. AI hardware demand lifts sector.