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• Broadcom shares jumped about 4.4% in Tuesday trading to $376.38, up from a prior close of $360.45.
• Bank of America raised its price target on IBM to $330 from $315 while maintaining a buy rating.
• Micron and Ford Motor Company announced a long-term Strategic Customer Agreement for automotive memory and storage supply.
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.
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