Dell's $95B AI server backlog fuels stellar earnings and raised outlook
The PC giant's pivot to AI infrastructure is paying off as demand accelerates and the company lifts its forecast.

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The PC giant's pivot to AI infrastructure is paying off as demand accelerates and the company lifts its forecast.
Star Market profits quadruple on chip demand while the broader market lags, exposing a K-shaped recovery that investors can't ignore.
Arora: $1 trillion in legacy security can't handle AI, and the upgrade bill is staggering.
JLR's first fully electric Range Rover arrives at $138,000 with 80,000 hand-raisers, most of whom are new to the brand.
New AI models answer enterprise complaints on price, data retention, and safeguards, with early users praising coding strength.
A $4B MLB club plus regional network is heading into a $26B sports and media empire, resetting the bar for RSN-era valuations.
The August ISM factory index slipped while input costs climbed, leaving manufacturers frustrated and raising the stakes for the Fed's next move.
The country star leads a class action alleging Suno encodes artists' personas as tokens, letting users conjure their identities with a name prompt.
Rising bond yields threaten to raise borrowing costs for Japanese firms and constrain the fiscal ambitions of Sanae Takaichi, a key proponent of stimulus.
John Ternus takes the top job at Apple, the first engineer in the seat since Jobs, as Cook signs off with a nod to the founder.
Ahead of Tesla's Cybercab launch, Waymo publicly warns that vision-only, end-to-end AI systems can't cut it for full autonomy.
The data center firm has no operating facilities and no revenue, yet its future hinges on OpenAI contracts. Here's what that means for investors.