Dell AI Earnings Beat Fuels Server Sector Surge Amid Pullback Risks
Dell reported Q1 FY2027 results on May 29 2026 with AI server revenue up 757% year over year to $16.1 billion. The company raised full-year AI server
Dell reported Q1 FY2027 results on May 29 2026 with AI server revenue up 757% year over year to $16.1 billion. The company raised full-year AI server
HPE delivered fiscal 2026 Q2 results in June 2026 that beat estimates and lifted full-year sales guidance to 8 to 12 percent growth on AI server demand.
Palo Alto Networks posted 31% YoY revenue growth to $3.0 billion in Q3 FY2026 HPE delivered a record $10.7 billion quarter with 40% revenue growth tied to
July earnings calls from Meta, Microsoft, Amazon and Alphabet will set fresh hyperscaler capex targets that directly influence SMH ETF price swings.
Costco posts 14.5% sales growth for May, highlighting steady consumer demand during equities June 2026 volatility. FactSet projects 23% S&P 500 earnings
Morgan Stanley wealth management assets are compounding toward the $10 trillion target after record Q1 2026 results. S&P 500 companies are projected to
President Trump announced an Apple-Intel partnership to design and manufacture chips in the US on June 18 2026. Intel shares climbed 7 to 10 percent
President Trump announced on June 18 2026 that Apple will partner with Intel to design and manufacture chips in the United States. INTC shares rose sharply
Traders on Kalshi prediction markets assign Mark Zuckerberg 32% odds of becoming the next trillionaire after Elon Musk. Musk leads with 85% probability as
Apple shares dropped as much as 6% after the company raised prices on Macs and iPads to counter rising memory costs Micron Technology posted record
Apple shares dropped as much as 6% after the company raised prices on Macs and iPads to counter rising memory costs Micron Technology posted record
Apple shares dropped as much as 6% after the company raised prices on Macs and iPads to counter rising memory costs Micron Technology posted record