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05.06.26 - 17:06
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Nvidia′s Profit Margins Are Safe for Now, Luria Says (Bloomberg)
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Gil Luria, DA Davidson's head of technology research, says Nvidia's profit margins are relatively safe through the year 2030 because hyperscalers have few alternatives for the chips they use to power data centers. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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03.06.26 - 06:48
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AI cooling demand keeps booming, lifting suppliers′ outlook through 2029 (Digitimes)
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Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029. Nvidia is driving a shift from air cooling to liquid cooling in AI servers, boosting both revenue and profits for cooling module makers....
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02.06.26 - 18:01
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HPE Rises on Sales Outlook; Victoria′s Secret Soars on Profit Beat | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts.
- Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking.
- Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei. (Source: Bloomberg)...
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29.05.26 - 14:12
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"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike (ZeroHedge)
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"Significantly Exceeding Expectations": Dell Erupts 40% After AI-Fueled Beat, Outlook Hike
Dell Technologies surged 38% in New York premarket trading after delivering a major earnings beat and issuing a stronger-than-expected annual sales forecast, fueled by explosive demand for AI servers that continues to reshape the hardware sector.
Earnings results reinforce Dell's position as a direct beneficiary of the AI infrastructure buildout, as hyperscaler capex accelerates toward an estimated $800 billion this year and demand for compute-heavy server infrastructure remains robust.
We're building a Dell AI factory with @nvidia to power @grok for @xai @elonmusk pic.twitter.com/2aTYLtCBup
— Michael Dell ?? (@MichaelDell) June 19, 2024
Dell now expects fiscal 2027 revenue of $165 billion to $169 billion, far above its prior forecast of $138 billion to $142 billion and Bloomberg consensus of $142.1 billion. Adjusted earnings are now projected at $17.65 to $18.15 a share, versus the p...
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