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Dell Hits Record Share Prices After RBC Starts Coverage With $640 Target

Investor optimism centers on a roughly $95 billion AI‑server backlog that could force Dell to absorb higher costs as it turns orders into revenue.

SpaceX Stock Rallies After Q2 Beat as Argus Upgrades on Fast AI Payback

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Meta Posts Strong Quarter but $125–$145 Billion AI Buildout Keeps Investors on Edge

Bloom Energy Turns Profitable as Multi‑Gigawatt Data‑Center Orders Balloon

GE Vernova Hits New Highs After Q1 Beat and Higher 2026 Outlook

Netflix Shares Slip Below $90 as Investors Reassess Valuation

Greg Abel Takes Charge at Berkshire Hathaway as Cash Strategy Comes to the Fore

Neogen Stock Soars on Q2 Beat, Higher 2026 Outlook

Quantum Stocks Face Reality Check as D‑Wave Gains and QCi Draws Doubts

IonQ’s 45% Slide Tests Lofty Valuation Despite Rapid Revenue Growth

Cramer Calls Wells Fargo Cheap as Earnings and Easing Curbs Lift Bull Case

Palantir’s Record Quarter Reignites AI Debate as Benioff Applauds Company, Knocks Its Prices

Dan Ives Revamps AI 30 List With Cybersecurity and Infrastructure Leaders

IonQ to Acquire Oxford Ionics for $1.075 Billion to Expand Quantum Capabilities