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Shopify (SHOP) Valuation Check As US$5b Buyback And AI Progress Revive Investor Focus
Simply Wall St.77d agobullish
Shopify (SHOP) Valuation Check As US$5b Buyback And AI Progress Revive Investor Focus

Shopify (SHOP) is back in focus after the company lifted its share repurchase authorization to US$5b and paired that move with strong quarterly results, wider AI adoption, and fresh partnerships including Reddit. See our latest analysis for Shopify. Even with a strong quarter and a larger buyback, Shopify’s share price has been under pressure this year, with the year to date share price return down about 30%, while the 3 year total shareholder return of about 68% points to longer term...

Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms
24/7 Wall St.78d agobullish
Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy
24/7 Wall St.78d agobullish
Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy

Wall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy

Intel shares soar on reported in-house chip deal with Alphabet
Reuters Videos78d agobullishVIDEO
Intel shares soar on reported in-house chip deal with Alphabet

<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration.&nbsp;</p></body>

Galaxy Digital Stock Surges on AI Data Center Business
The Wall Street Journal78d agobullish
Galaxy Digital Stock Surges on AI Data Center Business

Shares of Galaxy Digital surged on Monday, with investors betting that the crypto financial services company’s expansion into AI data centers will turbocharge its growth. The stock jumped 24% Monday afternoon and was on track for its largest percent increase since November 2024.