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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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✕ clear all filtersticker: DELLSentiment:bullishneutralbearishshow all (incl. clickbait)
Bloomberg119d agobullish
Dell Soars on Raised Outlook for $60 Billion in AI Server Sales

(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe

Dell raises annual forecasts as AI data center buildout fuels demand
Reuters119d agobullish
Dell raises annual forecasts as AI data center buildout fuels demand

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is ‌fueling demand for its AI-optimized servers that are powered ‌by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 ​billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ‌ChatGPT, as they are ⁠equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such ⁠applications.

Dell awarded $9.7B Department of Defense deal, shares gain
Proactive119d agoneutral
Dell awarded $9.7B Department of Defense deal, shares gain

Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg119d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

Costco earnings, April inflation data, Fedspeak: What to Watch
Yahoo Finance Video120d agoneutralVIDEO
Costco earnings, April inflation data, Fedspeak: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 28, including earnings from retailers like Dollar Tree (DLTR), Best Buy (BBY), Kohl's (KSS), and Costco Wholesale (COST); the April reading on the Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures (PCE) report; and the latest commentary from top Fed officials.

HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand
Reuters120d agobullish
HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand

HP beat Wall Street estimates for second-quarter revenue and profit on Wednesday, driven by strong demand for ‌AI-optimized personal computers and the Windows 11 refresh cycle. PC makers ‌including HP, Dell Technologies and China's Lenovo Group are navigating a shortage of memory ​chips as data center buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium devices during the Windows 11 upgrade cycle after Microsoft ended ‌support for Windows 10 in ⁠October last year.

IREN to buy Blackwell systems from Dell for about $1.6 billion
Reuters121d agobullish
IREN to buy Blackwell systems from Dell for about $1.6 billion

Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled ‌Blackwell systems from Dell for about $1.6 billion, as it ‌aims to bring more capacity online to keep up with soaring ​AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems ‌will be set ⁠up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ⁠ready by early 2027.

Salesforce earnings, OpenAI IPO filing, April PCE: What to Watch
Yahoo Finance Video122d agoneutralVIDEO
Salesforce earnings, OpenAI IPO filing, April PCE: What to Watch

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.