MarketPulse

AI servers

27 articles
The Motley FoolThe Motley Fool··Dave Kovaleski

Block and Dell Technologies Surge on AI Boom: Earnings Paint Bullish Tech Picture

Block and Dell Technologies stocks soar over 20% following strong earnings driven by AI efficiency gains and explosive server demand respectively.
XYZDELLdata centersearnings growth
The Motley FoolThe Motley Fool··Billy Duberstein

Super Micro Surges on AI Boom: 122% Revenue Growth Powers Stock Rally

$SMCI rallies 11.3% after blowout quarter with 122.8% revenue growth and $40B+ guidance, riding AI infrastructure wave.
SMCIvaluationdata center
Investing.comInvesting.com··Dan Schmidt

Dell's $33.5B Blowout Sparks AI Boom Questions as Stock Soars 20%

Dell reported $33.5B revenue with 40% growth and AI servers surging 340%, projecting $50B in AI revenue next year with strong backlog visibility.
DELLAMDAVGOvaluationAI servers
BenzingaBenzinga··Prnewswire

Silver Supply Strains as Industrial Demand Accelerates Across Energy Sectors

Industrial silver demand surges from EVs, renewable energy, and AI infrastructure, straining supplies. Mining companies accelerate exploration to meet anticipated shortages across these growth sectors.
EXKSVMsilver demandindustrial applications
BenzingaBenzinga··Erica Kollmann

Dell Posts Record Results on AI Server Strength, Lifts FY2027 Outlook

Dell exceeded earnings expectations driven by strong AI server demand, posting record revenue of $113.5B. Company raised FY2027 guidance significantly, citing $64B in AI orders and robust backlog.
DELLAI serversrevenue growth
The Motley FoolThe Motley Fool··Rick Orford

Super Micro's AI Boom Faces Profitability Test as Margins Narrow

Super Micro's AI-driven revenue surges, but narrowing margins threaten profitability. Stock could hit $64 if management stabilizes costs while maintaining growth.
SMCIstock valuationAI servers
GlobeNewswire Inc.GlobeNewswire Inc.··Pomerantz Llp

Law Firm Opens Investigation Into Celestica Over Google TPU Contract Shift

Law firm investigates Celestica for potential securities fraud after reports Google may shift TPU assembly work to other suppliers, raising disclosure concerns.
CLSsecurities fraudclass action lawsuit