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AI demand is 'exceptional,' but the supply chain is not: HPE CEO
Yahoo Finance Video2d agoneutralVIDEO
AI demand is 'exceptional,' but the supply chain is not: HPE CEO

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

AI demand is 'exceptional,' but the supply chain is not: HPE CEO
Yahoo Finance Video2d agoneutralVIDEO
AI demand is 'exceptional,' but the supply chain is not: HPE CEO

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

Natalie Wolfsen
Barrons.com2d agoneutral
Natalie Wolfsen

Today, Wolfsen, 54, leads Orion Advisor Solutions, which provides technology and asset management services to wealth management firms and independent financial advisers. “We can help independent advisers stay independent,” Wolfsen says.

Why Hewlett Packard Enterprise (HPE) Shares Are Getting Obliterated Today
StockStory2d agoneutral
Why Hewlett Packard Enterprise (HPE) Shares Are Getting Obliterated Today

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 6% in the morning session after the company reported its quarterly results and an updated full-year outlook that failed to satisfy lofty market expectations. According to a company press release, Hewlett Packard Enterprise generated revenue of $12.21 billion, up 33.7% year on year, and non-GAAP earnings of $1.11 per share. The release also said management raised its full-year adjusted EPS guidance to $3.80 at the

Trefis2d agoneutral
SIRI Showered Owners With Cash. The Stock Still Lagged The Market

The satellite radio giant sent owners a fortune in cash, yet the stock went backward over those five years (it has actually outpaced the market over the past year). Here is the accounting of what that trade actually delivered, and what has to go right from here.

Google’s Arkansas Data Center Reveals the Huge Power Bill Behind AI. Entergy Stands to Benefit
Insider Monkey2d agoneutral
Google’s Arkansas Data Center Reveals the Huge Power Bill Behind AI. Entergy Stands to Benefit

Google’s Arkansas data-center buildout is providing a rare look at the price of AI electricity. Documents reported on September 1 show Alphabet Inc. (NASDAQ:GOOGL) agreeing to pay $526 million toward the Cypress Solar project and another $190 million for transmission upgrades. Those commitments benefit Entergy Corporation (NYSE:ETR), the regulated utility responsible for turning Google’s computing […]

Applied Digital and Cipher Just Sank Together. Did Rising Yields Expose AI’s Weakest Business Model?
Insider Monkey2d agoneutral
Applied Digital and Cipher Just Sank Together. Did Rising Yields Expose AI’s Weakest Business Model?

Two of the market’s most aggressive AI infrastructure stories fell together on September 1 as the 10-year Treasury yield climbed to 4.79%. Applied Digital Corporation (NASDAQ:APLD) dropped about 4%, while Cipher Digital Inc. (NASDAQ:CIFR) fell roughly 6%. The reaction exposed a central tension in the AI buildout: long-term customer contracts can make future revenue look […]

Amazon Signed a Multibillion-Dollar Deal With a 175-Year-Old Glassmaker. Is Fiber the Next AI Bottleneck?
Insider Monkey2d agoneutral
Amazon Signed a Multibillion-Dollar Deal With a 175-Year-Old Glassmaker. Is Fiber the Next AI Bottleneck?

Amazon’s June 8 agreement with a company founded in 1851 says something important about the newest AI systems: their performance depends on more than processors. Amazon.com, Inc. (NASDAQ:AMZN) signed a multiyear, multibillion-dollar deal with Corning Incorporated (NYSE:GLW) for optical fiber, cable, and connectivity products. Corning expects the work to support about 1,000 jobs in North […]

Why Is Meta Stock Up Today?
Motley Fool2d agoneutral
Why Is Meta Stock Up Today?

Meta's new AI model is the reason its shares are rising. The bigger question is whether its costly AI push can produce products people actually want.

Blackstone’s Giant Private Credit Fund Faces More Redemptions
The Wall Street Journal2d agoneutral
Blackstone’s Giant Private Credit Fund Faces More Redemptions

Retail investors in Blackstone’s flagship private-credit fund continue to head for the exits. Blackstone Private Credit Fund, the largest private-credit fund pitched at individual investors, received redemption requests totaling $4.3 billion in its latest quarter, accounting for about 10% of shares outstanding. It experienced another quarter of net outflows, losing about 3% of its net asset value.

Nvidia Sold Every Arm Share, but Its Vera CPU Still Uses Arm. Is That Really a Contradiction?
Insider Monkey2d agoneutral
Nvidia Sold Every Arm Share, but Its Vera CPU Still Uses Arm. Is That Really a Contradiction?

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]