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HPE Shares Rally as AI Orders and Juniper Deal Push Stock Up 80% Year to Date

Investor optimism over AI‑server demand has raised expectations to a level that supply shortages will determine whether the rally holds.

Nutanix Unified Storage Earns NVIDIA Certification and Ships Certified 10‑Node Reference

KKR Invests KRW 1.22 Trillion in Samsung SDS Convertible Bonds to Back AI Push

IBM and Arm Team Up on Dual‑Architecture Enterprise Systems

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

Meta Slides as Investors Doubt Returns on AI Capital Spending

Pentathlon Ventures Closes ₹255 Crore Fund II to Back Seed-Stage B2B Tech Startups

Oracle Investors Face April 6 Deadline To Seek Lead Role In AI Data‑Center Securities Case

1Password Launches Unified Access for AI Agent and Machine Identity Security

Oracle’s AI Spending Plans Face Investor Scrutiny as Some Funds Trim Stakes

Hyundai Motor Names Jin Eun-sook President to Lead ICT

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return

Elliott Investment Management Takes $1.5 Billion Stake in HPE, Driving Share Surge

Sophos Acquires Secureworks for $859 Million to Enhance Cybersecurity Offerings

Broadcom Unveils VMware Cloud Foundation 9 for Enhanced Private Cloud Management