Dell AI Server Revenue Surges 757%: What Q1 FY2027 Earnings Mean for the AI Infrastructure Trade
TL;DR Dell Technologies reported Q1 FY2027 earnings after the close on Thursday, posting AI server revenue of $16.1
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AI Hardware Trade Reignites: Dell, HP, Qualcomm Lead Tech Surge
TL;DR Three hardware bellwethers ripped higher into Friday's open. Dell Technologies (DELL) jumped roughly 15% on a
Spotify Pops 10% as Investor Day Targets $100B by 2030
TL;DR * Spotify (NYSE: SPOT) jumped roughly 10% after its first investor day since 2022, with management resetting expectations through
SpaceX Files Public IPO on Nasdaq Under SPCX, Targets $1.75T
TL;DR SpaceX filed publicly for an initial public offering on May 20, 2026, choosing Nasdaq under the proposed ticker
Nvidia Q1 FY27 Earnings Crush Estimates With $81.6B Revenue, $91B Q2 Guide, $80B Buyback
TL;DR * Nvidia reported Q1 FY27 revenue of $81.6 billion, up roughly 85% year over year, with adjusted EPS
OpenAI Files Confidential IPO This Week, Setting Up an $850B+ Mega Listing
TL;DR OpenAI is preparing to confidentially file a draft IPO prospectus with US regulators as soon as Friday, May
Trump's Q1 2026 Stock Trades: Nvidia and AI Chips Dominate $475M Disclosure
TL;DR * President Trump's Q1 2026 OGE filing discloses 3,642 securities transactions worth an estimated $220 million
Cisco Earnings Surge Drives Nasdaq and S&P 500 to Records as Dow Reclaims 50,000
TL;DR Cisco's blowout Q3 earnings, Nvidia's partial China chip clearance, and Trump-Xi summit optimism drove
Cisco AI Orders Jump to $9 Billion Forecast: CSCO Stock Set for Biggest Rally Since 2002
TL;DR * Cisco (CSCO) reported record fiscal Q3 2026 revenue of $15.84 billion after Wednesday's close, beating
Xi's Taiwan Warning to Trump: What Traders Need to Watch in Semiconductors and Asia Markets
TL;DR As of Thursday morning, May 14, Chinese President Xi Jinping warned President Trump at the Beijing summit that