Economy · News reference
U.S. stocks rose as Fear & Greed improved to 33, while war tensions lifted oil. NVIDIA, GitLab and Dell surged on deal and earnings news.
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Three AI infrastructure stocks—Amkor Technology, Ciena Corp, and TTM Technologies—are recommended as strong buys despite rallying 35-85% year-to-date, as they trade at 42-43% discounts to their 52-week highs. All three benefit from accelerating AI and data center demand with significant upside potential ranging from 34% to 96%.
MBody AI CEO John Fowler says robotics has a Dell-HP problem as enterprises add machines from different manufacturers.
Stocks traded mixed at midday Friday as oil fell, yields neared 19-year highs, and Akamai jumped on a huge Anthropic deal.
Dell Technologies Inc. (NYSE: DELL) stock recovers on Friday following pressure from Oracle data center dispute reports.
SMCI stock rises premarket as Super Micro begins shipping NVIDIA Vera Rubin racks and projects strong AI demand through fiscal 2027.
Micron stock has cleared a crucial resistance level as traders focus on its upcoming earnings, with the average estimate being a 352% revenue surge.