AI Dominance and Geopolitical Shifts: Dell Surges, DoD Pressures Anthropic, and Global Debt Realignment

Key TakeawaysDell Technologies (DELL) shares surged 10% after the company forecasted $50 billion in AI server revenue for FY2027, supported by a record $43 billion backlog.The US Department of Defense is threatening to bar Anthropic from the military supply chain or invoke the Defense Production Act unless the company removes safeguard limits on its Claude Gov AI.Warner Bros. Discovery Inc. (WBD) has moved forward with a $111 billion bid from Paramount Skydance after Netflix Inc. (NFLX) declined to raise it ...