Dell: $140B FY27 guide (+11.5% vs Street $125.5B), $43B AI backlog (+134% from Q3 $18.4B), $50B+ AI servers FY27 implied validates Nvidia Blackwell build-out. At ~13x FY27 EPS massively undervalued vs Nvidia 35-40x—"AI Factory Architect" thesis.
The Dow Jones Industrial Average rose 17.05 points, or 0.03 per cent, to 49,499.20. Read Full Article →
Enovis develops medical devices for orthopedic care and rehabilitation, serving healthcare professionals and institutions worldwide. Read Full Article →
HOUSTON (AP) — HOUSTON (AP) — Coterra Energy Inc. (CTRA) on Thursday reported fourth-quarter net income of $368 million. Read Full Article →
The head of the Food and Drug Administration plans to start offering bonus payments to agency drug reviewers who complete their work ahead of the schedule. Read Full Article →
