More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
CoreWeave stock sinks as bond yields surge near 15%
Vcg | Visual China Group | Getty Images CoreWeave‘s stock and bonds were both hit on Wednesday as…
Michael Dell says government has a role in AI safety
Dell Technologies CEO Michael Dell said that artificial intelligence models “have to have safeguards and controls” as the…
Trump awarding medals to Musk, Dell, Nadella at science summit
President Donald Trump is awarding medals to a number of leading tech executives, including Elon Musk and Michael…
Microsoft starts taking preorders for $2,599 Surface Laptop Ultra
Microsoft said its new laptop containing an Nvidia AI chip will start at $2,599, as the software maker…
Nvidia Open Agent Safety Platform to stop AI agents from breaking out
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and…
Debt-hungry data center companies increased risk bond yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
How value investors are adapting to the AI stock market
Chris Grisanti, a value investor who started in the industry in the 1990s, disagrees with the idea that…
Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year
On September 1, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares surged 9% after the firm raised its…
Cramer: Here are 3 defensive stock market moves I’m making as oil and rates surge
Key Points CNBC’s Jim Cramer is taking a more defensive approach as rising oil prices, higher interest rates,…
Dell Q2 earnings report 2027
Michael Dell, chairman and chief executive officer of Dell Inc., speaks during the Dell Technologies World Annual Convention…