Core Insights - Dell Technologies (DELL) shares have increased by 32.2% in the past month, significantly outperforming the broader Zacks Computer and Technology sector's growth of 3.8% and the Zacks Computer - Micro Computers industry's rise of 13.1% [1][10] Company Performance - Dell's strong performance is attributed to high demand for AI servers, driven by ongoing digital transformation and interest in generative AI applications [3] - The company shipped $8.2 billion in AI servers in Q2 of fiscal 2026, with a $5.6 billion increase in orders and an AI backlog of $11.7 billion [4][10] - Dell projects $20 billion in AI server shipments for fiscal 2026, indicating robust momentum in the AI infrastructure sector [7] Product Innovations - In September 2025, Dell introduced the PowerEdge XR8720t, a single-server solution for edge and telecom infrastructure, offering more than twice the processing power of previous models [8][9] - The PowerEdge XE7740 server, featuring Intel Gaudi 3 PCIe accelerators, was also launched, providing scalable AI performance for enterprise workloads [11] Strategic Partnerships - Dell is expanding its partner base, collaborating with companies like Lowe's, NVIDIA, Microsoft, and Meta Platforms, enhancing its market presence and customer experiences [12][14] Financial Outlook - For Q3 of fiscal 2026, Dell expects revenues between $26.5 billion and $27.5 billion, with a midpoint of $27 billion, suggesting an 11% year-over-year growth [15] - Non-GAAP earnings are projected at $2.45 per share, indicating an 11% growth year over year, with the Zacks Consensus Estimate for earnings at $2.48 per share, reflecting a 15.35% increase [16] Valuation Metrics - Dell shares are considered undervalued, with a forward 12-month price-to-sales ratio of 0.99X compared to the sector's 6.92X, indicating a significant discount [17]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

looking for opportunities in small caps. Joining me now is Julie Beal, chief market strategist at Kayne Anderson Rudnick. Julie, it's great to have you on. And it's interesting to hear that.Are you looking at names that could potentially benefit from all that CapEx spending by those four heavy hitters that we just laid out. >> I think that's the place where I would say there's the most risk. We've seen a lot of companies rallying on the idea that the picks and shovels of this CapEx are going to be big benef ...

Core Insights - Oracle is enhancing its sovereign cloud strategy through a partnership with SoftBank, focusing on secure AI and cloud services in Japan, addressing the rising demand for data sovereignty among enterprises [1][6] Group 1: Partnership and Offerings - SoftBank will introduce Cloud PF Type A, a suite of cloud and AI services powered by Oracle Alloy, allowing it to provide over 200 Oracle Cloud Infrastructure services from Japanese data centers [2] - The eastern Japan facility is set to launch in April 2026, with the western facility following in October 2026 [2] - Oracle Alloy serves as a comprehensive cloud infrastructure platform, enabling partners to meet data sovereignty and governance requirements, which is crucial for organizations undergoing digital transformation in Japan [4] Group 2: AI Integration and Market Demand - SoftBank plans to incorporate generative AI capabilities and high-performance GPUs into its offerings, targeting various enterprise needs across different sectors [5] - The phased rollout of AI services highlights the increasing significance of localized cloud infrastructure that aligns with data residency requirements [5] Group 3: Market Position and Financial Outlook - This partnership aligns with Oracle's global strategy of establishing sovereign cloud solutions, positioning the company as a leader in addressing enterprise concerns regarding data control and regulatory compliance [6] - Oracle reported remaining performance obligations of $455 billion at the end of Q2 2025, marking a 359% year-over-year increase, with cloud-based revenue per share rising by 500% year-over-year [7] - The company anticipates cloud infrastructure revenue to reach $18 billion in 2025 and grow to $144 billion by 2029, with total sales projected at $44.37 billion in 2025, supported by contracts with major AI firms [8]

Core Insights - The Magnificent Seven, a group of elite publicly traded companies, has reached a record market capitalization of $21 trillion, significantly impacting the S&P 500's performance [1][4] - The technological paradigm shift driven by companies like Nvidia and Microsoft is a key factor in the upward mobility of these stocks, with Nvidia gaining nearly 41% year-to-date and Microsoft up almost 25% [2][3] - Concerns about capital concentration in the S&P 500 are rising, as the tech sector's valuation relative to healthcare has reached levels reminiscent of the dot-com bubble [4][5][6] Group 1: Market Performance - The Magnificent Seven collectively represented a market cap of $19.4 trillion earlier this summer, and this figure has since increased to nearly $21 trillion [1][4] - The S&P 500 has gained approximately 7% since the summer, reflecting the strong performance of the Magnificent Seven [1] Group 2: Company Innovations - Nvidia and Microsoft are reshaping digital innovation and productivity through generative AI systems and platforms [2] - Tesla is recognized for transforming the concept of next-generation mobility [2] Group 3: Valuation Concerns - Nvidia's valuation has surged to over six times that of Eli Lilly, the largest publicly traded U.S. healthcare firm [4] - The tech sector's valuation has reached levels not seen since March 2000, raising alarms about potential market risks [5][6] Group 4: Investment Products - Direxion offers ETFs for both bullish and bearish speculators, including the Daily Magnificent 7 Bull 2X Shares and the Daily Magnificent 7 Bear 1X Shares [7][8] - The QQQU ETF has gained 28% since the beginning of the year, while the QQQD ETF has experienced a 20% year-to-date loss [11][13]

Nvidia (NVDA) stock surged to a record high on Thursday after the U.S. government gave final clearance for the company to export several billion dollars in AI chips to the United Arab Emirates. The Commerce Department's Bureau of Industry and Security recently issued the export licenses under a bilateral trade agreement reached in May, Bloomberg reported. As part of the pact, the UAE agreed to invest $1.4 trillion in the U.S. over the next decade. In midday trades on the stock market today, Nvidia stock ros ...

Group 1: OpenAI and AI Agents - OpenAI introduced the Agent Builder tool, allowing users to create AI agents that assist with information gathering and scheduling at events [1] - The company is focusing on developing a platform around ChatGPT, positioning it as a gateway to various web content, potentially transforming how websites operate [3] - AI agents are expected to enhance user experience by allowing real-time interaction and personalized content delivery based on user queries [2][6] Group 2: AI Funding and Investment Dynamics - Concerns are rising about the concentration of power among a few major players in the AI industry, with investments being made in a circular manner that may inflate valuations [7] - Nvidia's $100 billion investment in OpenAI is structured to ensure chip sales while acquiring equity, raising questions about related party transactions [8] - OpenAI's agreements with AMD and Nvidia highlight the industry's experimentation with financial models to support AI development and infrastructure [9] Group 3: Blackrock's Strategic Moves - Blackrock is reportedly in advanced talks to acquire Aligned Data Centers for nearly $40 billion, indicating a significant investment in AI data infrastructure [12] - The asset manager is also pursuing a $38 billion deal for the utility company AES, reflecting a broader trend of investment in energy and data centers [12] - The construction of new data centers is surging, with a reported $12.9 billion in construction starts by mid-2023, driven by the demand for AI computing power [16]

Core Insights - Elastic has launched the Elastic Inference Service (EIS), a GPU-accelerated inference-as-a-service designed for Elasticsearch semantic search, vector search, and generative AI workflows [1][2]. Group 1: Service Features - EIS provides an API-based inference service utilizing NVIDIA GPUs, integrated with Elasticsearch's vector database for low-latency and high-throughput inference [3]. - The first text-embedding model available on EIS is the Elastic Learned Sparse EncodeR (ELSER), with plans to support additional models for multilingual embeddings and reranking soon [3][5]. - EIS is designed to streamline the developer experience by eliminating model downloads, manual configuration, and resource provisioning, integrating directly with semantic text and the Inference API [7]. Group 2: Performance and Scalability - The service offers improved end-to-end semantic search capabilities, compatible with both sparse and dense vectors, as well as semantic reranking [7]. - GPU-accelerated inference provides consistent latency and up to 10x higher throughput for ingestion compared to CPU-based alternatives [7]. - EIS is available on Serverless and Elastic Cloud Hosted deployments, accessible across all cloud service providers and regions [5]. Group 3: Pricing and Support - EIS features consumption-based pricing, charged per model per million tokens, making it easy for users to get started and access support [7]. - Elastic provides intellectual property indemnity for all models offered on EIS, ensuring peace of mind for users [7].

America’s advertising market has transformed so dramatically over the last decade that almost two-thirds of it is now in the hands of just five tech companies. Most Read from Fast Company This week, MoffettNathanson released a report called “U.S. Advertising: Are We Near the AI Tipping Point?” which highlights, among other things, how generative AI is disrupting TV advertising as interest in traditional media continues to shift away. The report suggests that the effects of AI have been prominent among s ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...