Nvidia, AMD, Apple Chip Supplier TSMC Gains Recognition

Dell Technologies is experiencing a surge in AI server demand, leading to increased revenue and an improved annual forecast, now expecting to ship $20 billion in AI servers this year and raising its full-year outlook to $9.55 earnings per share and $107 billion in revenue. However, concerns about profit margins and lower-than-expected forecasts for the current quarter have caused its stock to drop. Despite a 19% increase in sales to $29.8 billion, driven by its AI business, Dell faces challenges in its storage and PC segments, though it anticipates improvement in storage in the fourth quarter. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) is gaining recognition as a crucial player in AI chip manufacturing, with Nvidia's CEO calling it 'a very smart buy'. TSMC supplies chips to major companies like Nvidia, AMD, and Apple, and is developing advanced 2nm chips for AI data centers. Elsewhere, Ant Group is investing heavily in AI and global expansion, leading to a valuation of $102.71 billion for the company. However, these investments have also resulted in a decrease in profits. Ant International, its global unit, now accounts for 20% of the company's revenue and may pursue an IPO. Meta's AI partnerships, particularly with Broadcom, are influencing its stock performance, though it hasn't seen the same gains as Nvidia. Alphabet is investing $9 billion in AI and cloud infrastructure in Virginia, including AI skills training, and collaborating with Nvidia and Oracle to enhance its cloud services. Ambarella's stock is also up, driven by strong demand and a positive outlook for edge computing. Finally, Kira, a payments platform, secured $6.7 million to expand its AI-driven fintech products in Latin America.

Key Takeaways

• Dell expects to ship $20 billion in AI servers this year, driving revenue growth but facing profit margin concerns.
• Dell's full-year outlook is $9.55 earnings per share and $107 billion in revenue.
• Taiwan Semiconductor Manufacturing (TSMC) is considered a key AI chip supplier for companies like Nvidia and AMD.
• Nvidia's CEO recommends TSMC stock, highlighting its importance in the AI supply chain.
• Ant Group's valuation has increased to $102.71 billion due to AI and global investments, but profits have decreased.
• Ant International, Ant Group's global unit, may launch an IPO.
• Meta's AI partnerships with Broadcom are impacting its stock performance.
• Alphabet is investing $9 billion in AI and cloud infrastructure in Virginia, including AI skills training.
• Ambarella's stock rose 20% due to strong AI demand and a positive outlook for edge computing.
• Kira raised $6.7 million to expand its AI-driven fintech platform in Latin America.

Dell's AI server sales soar but outlook disappoints investors

Dell Technologies Inc. had a strong second quarter with earnings of $2.32 per share and revenue up 19% to $29.78 billion, driven by AI server sales. The company is raising its full-year outlook to $9.55 earnings per share and $107 billion in revenue. However, Dell's stock dropped 5% because its forecast for the current quarter's earnings of $2.45 per share is lower than expected. Dell's AI server business is booming, with over $10 billion in shipments this year, but storage revenue declined.

Dell's AI server demand boosts forecasts despite margin concerns

Dell Technologies Inc. increased its annual forecast because of high demand for its AI servers. The company expects to ship $20 billion in AI servers this year. However, Dell's stock fell because AI server sales were lower than the previous quarter and profit margins were less than expected. Dell's total sales increased 19% to $29.8 billion, and profit was $2.32 a share.

Dell's AI business lifts sales amid PC and storage struggles

Dell Technologies had record sales of $29.8 billion in the second quarter, a 19% increase, despite problems in its storage and PC businesses. The company's AI business is growing with many new customers using AI for real-world problems. Dell expects its storage business to improve in the fourth quarter. The company's PC business grew slightly, but Dell aims to increase its market share as Windows 10 support ends.

Dell stock falls despite strong AI demand due to profit concerns

Dell Technologies' stock is down because its profit forecast for the current quarter is lower than expected, even with strong AI demand. The company expects $2.45 earnings per share, while analysts predicted $2.49. Dell's second-quarter earnings were good, with $2.32 earnings per share and revenue up 19% to $29.78 billion. The company is increasing its AI server shipment forecast for the year to $20 billion.

Taiwan Semiconductor Manufacturing TSMC a top AI stock pick

Taiwan Semiconductor Manufacturing (TSMC) is a key company in making AI chips for companies like Nvidia and AMD. Nvidia's CEO called TSMC 'one of the greatest companies' and a 'very smart buy'. TSMC is the leading chip manufacturer, and Intel and Samsung struggle to compete. TSMC's chips are used in many devices, and the company is making smaller, more efficient chips. TSMC is generating a lot of cash and is considered an undervalued stock.

Nvidia CEO recommends Taiwan Semiconductor Manufacturing TSMC stock

Nvidia's CEO, Jensen Huang, says Taiwan Semiconductor (TSMC) is a 'very smart buy' because it's a key supplier for Nvidia and other companies. TSMC makes chips for companies like AMD and Apple, remaining neutral in their competition. TSMC's new 2nm chip will use less power, which is important for AI data centers. TSMC's revenue is growing quickly, and its stock is considered a good value.

Ant Group's AI and global plans face risks and rewards

Ant Group's value has increased to $102.71 billion due to investments in AI and global growth. Ant International, its global unit, now makes up 20% of the company's revenue. However, Ant Group's profits fell 31% in 2025 because of high AI research costs. Ant International may launch an IPO, but it faces challenges like getting licenses and competing in the AI market. The company's success depends on managing risks and making its AI investments profitable.

Ant Group's profit drops after AI and global expansion investments

Ant Group's quarterly profit decreased by 60% after investing in AI and expanding globally. The company, which operates Alipay, made $654.5 million in profit for the three months ending in March. Ant International, its global division, earned $1.3 billion in revenue for 2024 and may have an IPO. Ant Group is developing AI models using Chinese-made chips and is also working on humanoid robots.

Meta's AI partnerships with Broadcom impact stock performance

Meta's stock decreased slightly, influenced by the AI sector and partnerships. Broadcom's AI sales increased 46% because of collaborations with Meta. Meta's role in AI infrastructure is important, but its stock is not performing as well as others like Nvidia. Analysts believe Meta's AI hardware partnerships could help long-term growth, but there are concerns about the economy.

Alphabet stock rises with $9 billion AI investment in Virginia

Alphabet's stock increased after announcing a $9 billion investment in AI and cloud infrastructure in Virginia through 2026. This includes a new data center and expansions to improve AI capabilities. The investment also includes $1 billion for AI skills training. Google is partnering with universities and colleges to prepare students for AI jobs. Alphabet is also working with companies like Nvidia and Oracle to improve its cloud services.

Dell Technologies stock drops on AI server sales concerns

Dell Technologies' stock fell 6.19% before the market opened because of concerns about AI server sales and profit margins. The company's second-quarter earnings were lower than expected, with a $2.45 earnings per share outlook. Revenue from the storage segment also decreased by 3%. Investors are worried about Dell's performance in the third quarter.

Ambarella stock jumps as AI demand boosts outlook

Ambarella's stock rose 20% after the chip designer reported better-than-expected results and gave a strong forecast. The company expects revenue to grow 31-35% this year, reaching $379 million. Ambarella's CEO said they are seeing strength in portable video, drones, and edge infrastructure. Edge computing involves processing data directly on devices instead of sending it to the cloud.

Alibaba stock soars on AI news

Alibaba Group ADR Alibaba Group ADR BABA $ 131.97 $12.40 10.37% 1720% IBD Stock Analysis 127.93 alternative buy point in messy base Gapping up on earnings, AI chip report BABA traditional buy point is 148.43 Composite Rating 88/99 Industry Group Ranking 9/197 Emerging Pattern Consolidation Consolidation A sideways pattern that doesn\u2019t fit traditional base definitions. Sometimes will have a handle.\u2026

Kira raises $6.7M for AI fintech products

Kira, a payments platform, raised $6.7 million to expand in Latin America. Kira helps companies launch fintech products using stablecoins, AI, and APIs. This allows businesses to offer services like payments and savings to people who don't have bank accounts. Kira's platform uses blockchain for fast and cheap payments and AI for payments and compliance.

Sources

• Soft outlook weighs on Dell's stock despite soaring AI server sales
• Dell Raises Annual Forecasts on Strong Demand for AI Servers
• AI Sales Lift Dell To Record Quarter, Even As Storage And PC Sales Stumble
• Dell Stock Drops as Soft Q3 Profit Projection Offsets Strong AI Demand
• This Underrated AI Stock Has Zero Hype and Massive Free Cash Flow @themotleyfool #stocks $TSM $INTC
• Meet The Genius Artificial Intelligence (AI) Stock That Nvidia CEO Jensen Huang Said Is a "Very Smart" Buy
• Ant Group's Strategic AI and Global Expansion: A High-Risk, High-Reward Investment Play?
• Jack Ma-Backed Ant’s Profit Dives 60% After AI, Global Expansion
• Meta's $6.22 Billion Volume Ranks Sixth as AI-Driven Partnerships Fuel Broadcom's Growth but Weigh on Stock Performance
• Alphabet Stock Surges to 8th in Trading Volume Amid $9 Billion AI Infrastructure Push in Virginia
• Dell Technologies Plunges 6.19% on AI Server Sales Drop
• Ambarella stock rips 20% higher after earnings as AI demand boosts guidance
• Stock Of The Day: Alibaba Soars Past Buy Point On AI News
• Kira Raises $6.7M to Help Companies Launch Embedded AI Fintech Products