Dell Stock Edges Lower Thursday: What's Driving the Action?
Dell Technologies is trading lower Thursday as reports of delays at Oracle’s Project Jupiter data center pressured AI infrastructure stocks.
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Qualcomm shares slipped 0.93% in premarket trading Tuesday, pulling back after Monday's rally on a new Google partnership.
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Dell Technologies is trading lower Thursday as reports of delays at Oracle’s Project Jupiter data center pressured AI infrastructure stocks.
The global Edge Cloud Orchestration Market is projected to grow from USD 0.52 billion in 2025 to USD 4.80 billion by 2035 at a 24.92% CAGR, driven by AI, 5G, IoT, and cloud-native architectures. The U.S. market is expected to reach USD 1.20 billion by 2035 at 22.73% CAGR. Cloud deployment and services are the fastest-growing segments, while North America leads with 38.60% market share and Asia Pacific shows the highest growth potential at 28.47% CAGR.
OpenAI could reportedly unveil GPT-6 Cyber at DevDay next week as concerns grow over autonomous AI systems.
https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo
AST SpaceMobile and Intuitive Machines represent different segments of the commercial space market. AST SpaceMobile achieved 1,500% revenue growth to $70.9M in FY2025 but posted a $342M net loss with $1.1B negative free cash flow. Intuitive Machines reported $210M revenue (down 8% YoY) with an $84M net loss but trades at a much lower valuation multiple (P/S of 1.3x vs 149x). The article recommends Intuitive Machines for 2026 based on superior valuation metrics and stronger near-term profitability outlook.