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Shares of Dell Technologies (NYSE: DELL) surged more than 8% on Monday, adding approximately $22 billion in market capitalisation in a single session, after President Donald Trump publicly endorsed the company for the second time in 2026. Speaking at the first-ever White House opening …
• Microsoft (NASDAQ:MSFT) is cutting 4,800 jobs, approximately 2.1 percent of its workforce, in its latest round of AI-era cost reductions.
• IREN Limited (NASDAQ: IREN) surged over 13% after the Australian Financial Review reported Anthropic is seeking 1.4+ gigawatts of Australian data center capacity.
• IREN Limited (NASDAQ: IREN) faced a nine-session losing streak tied to governance concerns before jumping 13% on Anthropic data center news.
• A broad semiconductor rebound is lifting AMD (NASDAQ: AMD), Qualcomm (NASDAQ: QCOM), Teradyne (NASDAQ: TER), ON Semiconductor (NASDAQ: ON), Microchip (NASDAQ: MCHP), and Monolithic Power Systems (NASDAQ: MPWR).
• Arista Networks (NYSE: ANET), GE Vernova (NYSE: GEV), Hewlett Packard Enterprise (NYSE: HPE), and IREN Limited (NASDAQ: IREN) each represent a distinct angle of the AI infrastructure buildout.
• Intel (NASDAQ: INTC) is trading well above the broader consensus analyst target of $96.69, even as HSBC's outlier target sits at $200.
• Cipher Digital (NASDAQ: CIFR) is rallying on renewed conviction in its transformation into an AI and HPC data center landlord.
• Cipher Digital (NASDAQ: CIFR) shares benefit as Futurum Group CEO Daniel Newman pushes back on AI overcapacity fears tied to Meta's compute-sharing move.
• Qualcomm (NASDAQ: QCOM) is surging nearly 6%, leading a broad semiconductor rebound after last week's AI oversupply-driven selloff.
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