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    Home » AI infrastructure

    Browsing: AI infrastructure

    News

    Dell stock surges after blowout Q1 2027 earnings and massive AI guidance raise

    By Steven FrazerMay 29, 20260

    Dell Technologies (NYSE:DELL) delivered one of the strongest quarterly reports of the 2026 earnings season, with fiscal Q1 2027 results…

    Coming next week
    News

    Coming next week: Dell Technologies, Kingfisher, Costco

    By Steven FrazerMay 22, 20260

    AI infrastructure (again!), and the UK and US consumer will all be under the microscope next week. Dell Technologies (NASDAQ:DELL)…

    News

    UK IT reseller Softcat jumps 11% as growth guidance raised

    By Steven FrazerMay 22, 20260

    As the stock price jump clearly shows, investors very much like what Softcat (LON:SCT) is saying about growth opportunities ahead.…

    Nvidia
    News

    Nvidia Q1 FY2027 earnings: AI spending boom keeps powering world’s most important chip stock

    By Steven FrazerMay 21, 20260

    🟢 Key Takeaways for UK Retail Investors Nvidia (NASDAQ:NVDA)Price: $223.69 (+0.1%)Market cap: $5.41tn Why Nvidia Still Sits at the Centre…

    AI investing
    Featured

    AI investing: Bubble or start of new economic supercycle?

    By Steven FrazerMay 19, 20260

    The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the…

    AMD stock
    News

    AMD stock surges but the risk/reward balance is tilting dangerously

    By Steven FrazerMay 6, 20260

    Plenty of investors and analysts headed into AMD earnings worried that expectations had run too far. They were wrong. Chip…

    News

    Market’s AI infrastructure mood played out in three overnight acts

    By Steven FrazerApril 23, 20260

    IBM (IBM), Lam Research (LRCX) and Texas Instruments (TXN) reported earnings after-hours (22 April) and the overnight tape told a…

    Volex increases guidance
    News

    Volex raises FY outlook on AI demand

    By Ian ConwayMarch 25, 20260

    Specialist electronic products maker Volex (VLX) revealed its FY26 results would be ‘significantly ahead of current market expectations’. The firm…

    News

    Blue Whale Growth favourite Vertiv is going bonkers, here’s why

    By Steven FrazerFebruary 12, 20260

    Shares in data centres critical kit supplier Vertiv (VRT) have jumped 40% in a week, adding $27 billion to its…

    News

    Why Cisco sell-off could be a great opportunity for investors

    By Steven FrazerFebruary 12, 20260

    Networking equipment maker Cisco Systems (CSCO) unveiled quarterly gross margin that was short of analysts’ estimates, sending its shares down…

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    Zotefoams confirms guidance after strong start
    News

    Zotefoams confirms guidance after strong start

    By Ian Conway — May 27, 2026
    Sharesify podcast 29 May 2026
    Sharesify podcast 29 May 2026
    May 29, 2026
    Finsbury Growth & Income vows to do ‘whatever it takes’ to improve returns
    Finsbury Growth & Income vows to do ‘whatever it takes’ to improve returns
    May 28, 2026
    Latest

    Sharesify podcast 29 May 2026

    May 29, 2026

    Coming Next Week: CrowdStrike, DiscoverIE and Ulta Beauty

    May 29, 2026

    Dell stock surges after blowout Q1 2027 earnings and massive AI guidance raise

    May 29, 2026
    European Opportunities Trust is to wind itself up and offer long-suffering shareholders three options

    European Opportunities proposes merger with JEGI

    May 29, 2026
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