We're back on Morning Trade Live. We'll get a closer look at the AI infrastructure segment when Dell reports earnings after the close. This stock is down more than 20% over the last month due to margin concerns thanks to rising memory chip costs.So, Dell hit a 52- week high on November the 3rd. It's currently down 1 and a.5% ahead of this key earnings report. So, let's go inside out on Dell ahead of earnings.Joining us now is Michelle Connell, CFA, president, owner of Porsche Capital Management. Thank you s ...

Industry Growth & Wealth Transfer - The AI industry, including AI growth, AI infrastructure, Robotics & data centers, is expected to receive trillions of dollars in investment over the next 5-10 years [1] - This wealth transfer is projected to be unprecedented in scale [1]

彭博：过去一年跑赢至少98%同类基金的惠理基金正在增持中国大陆AI相关股票，同时减持韩国和台湾的标的，理由是前者估值和前景相对优势。中国AI基础设施仍有很大增长空间。自今年8月以来，惠理CIO钟慧欣一直减持后者，转而增持在香港上市的中国超大规模数据中心运营商，并预计这种轮动趋势还将继续。 https://t.co/QephYGOVUi ...

🔥 NEW: Google’s AI infrastructure chief says the company must double its AI capacity every six months to keep up with surging demand. https://t.co/V1OHdMUkZo ...

My name is Pre Mela. I am the senior director of international marketing at data direct networks DDN. And here with me is a pioneer of our ages, one of the pioneers of AI infrastructure, Paul Block, who is the president and co-founder of DDN.I'm looking forward to having this conversation with him on all things related to AI infrastructure. Hello Paul, how are you. >> Good Prem, good to be in Dubai.>> So Paul, let's start with the origin story of DDN. Can you tell us about the origin story and can you also ...

AWS is spending $50B build AI infrastructure for the US government https://t.co/H7ITm0twQQ ...

Nebius Group ( NBIS ) reported 3Q25 revenue of $146.1 million, up about 355% year over year. It's a figure that missed estimates by $9.6 million. Adjusted net loss came in at $100.4 million. The company also announced a $3 billion, five-year AI infrastructure dealI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That s ...

On November 19 (U.S. time), Nvidia (NVDA, covered by U.S. Semiconductors analyst James Schneider) reported its 3QFY26 (August-October) earnings results. Revenue of US$57bn (+22% qoq) exceeded both GSe of US$55.6bn and Visible Alpha Consensus Data of US$55.4bn, with Data Center revenue of US$51.2bn well above both GSe of US$49.4bn and the Street at US$49.7bn. The company guided 4Q (November-January) revenue and gross margin above the Street, where revenue guidance of US$65bn at the midpoint exceeded both GSe ...

Key TakeawaysGlobal equities are poised for a stronger open, buoyed by optimism for Federal Reserve rate cuts and positive sentiment surrounding potential Nvidia (NVDA) chip approvals for China, which are expected to lift risk appetite after recent volatility.Gold prices are holding firm, with traders increasingly betting on a near-term Fed rate cut (with probabilities now as high as 74% for December) despite mixed signals from US policymakers and economic data.The United Kingdom faces significant financial ...

RT Bloomberg New Economy (@BBGNewEconomy)"There's a real risk of these economies being left behind because they don't have the energy to power AI infrastructure."Co-Founder & CEO @OdysseyEnergyS Emily McAteer on countries behind left out of the global AI race at #BloombergNewEconomy. https://t.co/7lrl0ube8T ...