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AI Infrastructure

Lenovo Reports Strong Revenue Beat as AI Infrastructure Drives Growth

Surging AI-related sales are reshaping Lenovo’s business model and lifting adjusted profits.

Sandisk Posts Record Profits, Stock Suffers Sharp Pullback

Alphabet’s AI Buildout Pushes Free Cash Flow Negative and Triggers Market Selloff

SpaceX’s Record IPO Triggers Volatility as Markets, Debt and Index Flows Collide

Nvidia Reports Record Quarter and Authorizes $80 Billion Buyback With Large Dividend Hike

CoreWeave Shares Drop After Q1 Beat on Weaker Q2 Outlook

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

CoreWeave Launches $2 Billion Convertible Notes Offering; Stock Drops on Financing Plan

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay