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Bloomberg47d agoneutral
The AI Trade Is Losing One of Its Key Signals

(Bloomberg) -- At a time when markets are growing uneasy over whether the enormous sums being poured into artificial intelligence will ever pay off, the prices the sector commands for each unit of usage are drifting lower.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileWhy the Great American State Fair Looks So EmptyGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates Ukra

Why Dell (DELL) Shares Are Plunging Today
StockStory47d agoneutral
Why Dell (DELL) Shares Are Plunging Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 8.6% in the afternoon session after AI-linked stocks pulled back amid fears that AI-driven chip demand may be cooling.

Nvidia revealed missing puzzle piece of its long-term strategy
TheStreet47d agobearish
Nvidia revealed missing puzzle piece of its long-term strategy

Investors seem to be missing or misunderstanding the key details of Nvidia’s long-term strategy. We can see this in the stock's performance. Nvidia (NVDA) stock is up 5.94% year to date at the time of writing, Thursday morning, July 2. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.36% ...

Iren (NasdaqGS:IREN) Stock Sees Fair Value Lift On AI Data Center Contract Optimism
Simply Wall St.47d agoneutral
Iren (NasdaqGS:IREN) Stock Sees Fair Value Lift On AI Data Center Contract Optimism

The updated blended fair value estimate for Iren has moved from US$70.40 to US$80.93, a shift that puts fresh attention on what is driving analysts’ models for the stock. This change sits against a backdrop of enthusiasm around Iren’s AI data center contracts with Microsoft and NVIDIA, while also being tempered by concern about execution risks as the company moves away from crypto mining. Read on to see how this evolving narrative could shape your own view of Iren over time. Stay updated as...