The post Nvidia (NVDA) and Microsoft Partner on AI-Powered Windows PCs Set for Next Week Debut appeared on BitcoinEthereumNews.com.
Key Takeaways Nvidia and Microsoft are set to introduce Windows PCs featuring Nvidia processors as early as next week. The announcement coincides with Taiwan’s Computex trade show and Microsoft’s Build developer conference in San Francisco. Dell and Microsoft’s Surface lineup are anticipated to be among the initial manufacturers offering these Nvidia-based systems. Microsoft plans to introduce software enabling AI agents to execute tasks locally on Windows platforms. NVDA shares finished Friday’s session at $211.14, declining 1.45%. A partnership between Nvidia and Microsoft is poised to introduce Windows-based PCs utilizing Nvidia processors as the core processing unit as soon as next week, based on reporting from Axios. Axios reports $NVDA and Microsoft $MSFT are expected to unveil the first Windows computers using Nvidia chips as the main processor. The
The post 5 Must-Watch Stocks for the Coming Week: Nvidia (NVDA), Dell (DELL), CrowdStrike (CRWD), Rocket Lab (RKLB), and Palantir (PLTR) appeared on BitcoinEthereumNews.com.
Key Takeaways Nvidia (NVDA) continues dominating the AI semiconductor space with accelerating Blackwell chip demand Dell Technologies (DELL) posted exceptional results driven by massive AI server order volumes and upgraded forecasts CrowdStrike (CRWD) capitalizes on expanding market for AI-enhanced cybersecurity solutions Rocket Lab (RKLB) diversifies operations across launches, satellite production, defense contracts, and space systems Palantir (PLTR) gains traction with its AI Platform implementation, despite divided analyst sentiment on pricing As markets prepare for the week ahead, these five equities are commanding the greatest investor focus, each backed by compelling catalysts and sector momentum. Nvidia (NVDA) Nvidia continues commanding attention as the dominant force in artificial intelligence semiconduct
Nvidia's dividend hike highlights the growing influence of tech giants on S&P 500 income streams, impacting passive investors' risk profiles.
The post Nvidia’s 2,400% dividend hike is reshaping the S&P 500 dividend futures market appeared first on Crypto Briefing.
The post Dell’s AI Servers Put Hardware in Charge of the S&P Rally appeared on BitcoinEthereumNews.com.
AI is no longer a software-only story. The biggest upside surprises in 2026 have come from the hardware layer that powers training and inference in data centers. Dell’s blowout quarter and guidance upgrade reset expectations across the supply chain and helped pull the S&P 500 to fresh highs. This piece breaks down what Dell actually reported, why servers are steering index performance, how to evaluate the economics of AI infrastructure vendors, and what could derail the narrative. You’ll also get a practical checklist for tracking the cycle and common pitfalls to avoid. Nothing here is investment advice. Markets are volatile and hardware cycles can turn quickly. Quick Answer Hardware stocks are driving the S&P 500 because hyperscaler and enterprise demand for AI-capable servers has surged, turning OEMs and component suppliers into the market’s earnings leaders. Dell raised full-year
The post Why Bitcoin Trails Stocks in the AI-Led Rally appeared on BitcoinEthereumNews.com.
Bitcoin is lagging the risk rally led by AI-heavy equities, leaving traders with a practical question: is this a temporary flow-driven dislocation or a genuine shift in market leadership? The answer matters for portfolio construction, hedging, and timing rotations. In recent weeks, the tape has sent a mixed message. U.S. stocks set fresh highs on AI exuberance, while Bitcoin softened as spot ETFs posted persistent outflows and a large block trade crossed in the dark pool. Understanding how these moving parts fit together can help you avoid forced decisions and structure smarter risk. This guide distills the factors behind BTC’s underperformance, how to read the flow data, and what actions to consider without chasing headlines.
Aspect
What to Know
Performance gap
AI-led U.S. equities hit records in May while BTC traded softer, reflecting divergent flows and factor exposures.
The post SoftBank Bets Big on AI: €75 Billion to Build Massive French Data Hub appeared on BitcoinEthereumNews.com.
SoftBank Group has committed up to €75 billion to develop 5 gigawatts of artificial intelligence data center capacity in France, its largest AI infrastructure investment in Europe. The pledge was announced at the 2026 Choose France summit in Paris, where President Emmanuel Macron secured commitments of tens of billions in foreign investment. SoftBank cited France’s low-carbon grid, industrial land, and engineering talent as primary factors behind its selection. A Phased Buildout Across Hauts-de-France The first phase covers €45 billion to deliver 3.1 GW of capacity across three sites in the Hauts-de-France region by 2031. SoftBank plans to add further locations across France as the program extends toward the full 5 GW target, working with SB Energy and other strategic partners on development. SoftBank Chairman and CEO Masayoshi Son framed the move as part of a broader glo
The post Dell (DELL) Stock Explodes 32% After Historic AI Server Revenue Surge appeared on BitcoinEthereumNews.com.
Key Takeaways Dell (DELL) shares rocketed more than 32% following first quarter FY2027 results showing revenue of $43.8 billion, an 88% year-over-year increase Earnings per share reached $4.86, significantly exceeding the Wall Street consensus of $2.96 by $1.90 AI server revenue skyrocketed 757% to reach $16.1 billion, while the company secured $24.4 billion in AI-related orders during the quarter Full-year FY2027 revenue projections increased to $165–$169 billion, a substantial jump from earlier expectations around $140 billion Analyst price targets surged across the board, with JPMorgan setting a $500 target and Loop Capital reaching as high as $550 Dell Technologies (DELL) experienced a spectacular rally on Friday, climbing over 32% to close at $420.91, following the release of fiscal 2027 first quarter earnings that significantly exceeded analyst expectations across v
The post AI Is Great At Analyzing The Past. Venture Capital Bets On The Future appeared on BitcoinEthereumNews.com.
VCs betting on the next big shift Getty Images The venture capital world thrives on the notion that a handful of companies will reshape entire economies. Now the tools investors increasingly rely on to spot those companies may be working against them. Roughly three-quarters of venture capital firms now use AI to help evaluate deals. It’s faster and more thorough than anything that came before it, processing pitch decks, sizing up competitors and flagging risks. But there is a fundamental problem with this approach: AI is trained on the past, but startups that reshape industries rarely resemble the past. Bias Of The AI Analyst For decades, VC investing has followed a familiar ritual. A founder presents a pitch deck. Investors meet the team and run diligence. They invite advisors and industry experts to weigh in. Together they ponder whether this startup is the next Google,
Amdocs' AI-driven restructuring highlights the growing trend of automation impacting global employment, emphasizing the need for workforce adaptation.
The post Amdocs plans to lay off 3,000 employees as part of AI-driven restructuring appeared first on Crypto Briefing.
