Dell Drops Western Digital as AI Memory Boom Splits Hardware Trade
Dell fell about 6% as memory costs squeezed margins, while Western Digital rose around 5% on continued AI-driven dema...
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27,882 articlesDell fell about 6% as memory costs squeezed margins, while Western Digital rose around 5% on continued AI-driven dema...
Super Micro Computer has shed roughly 36% in the past month, trading near the mid-$20s as AI infrastructure spending ...
Moonshot AI unveils Kimi K3, a new open Chinese AI model that could alter the competitive balance in the AI race. Inv...
Palantir’s stock dropped third from its peak as investor Michael Burry reveals a new critique centered on the company...
Anthropic’s safety-first AI stance is colliding with government pressure, placing its investors in a pivotal role as ...
In his first week as Disney’s leader, Josh D’Amaro confronts three major headwinds that could set the tone for his te...
A sudden burst in DRAM-focused ETFs outpaced the broader semiconductor market this month, but market watchers warn a ...
Bitwise CIO Matt Hougan frames crypto as a contrarian bet for institutional buyers, a view that comes as AI stocks su...
With inflation stubborn and growth resilient, traders are debating whether the Fed will hold rates in June or pivot l...
As AI demand drives 24/7 data-center power, investors pivot from solar bets to nuclear plays. The nuclear fund is del...
VOO crossed the $1 trillion mark, the first ETF ever to do so. Yet nearly 40% of the fund sits in mega-cap tech names...
Ford faces renewed scrutiny as recalls mount and U.S. sales soften, fueling a debate over whether ford should give ba...