dell

14 сентября WEEX TradFi показывает, что акции Dell (DELL) в прошлую пятницу выросли более чем на 12% и достигли исторического максимума, а акции Hewlett Packard Enterprise (HPE) также показали рост примерно на 12%. WEEX Labs считает, что сильный рост акций Dell в основном обусловлен двумя факторами: во-первых, растущими ожиданиями рынка по заказам и отгрузкам серверов AI, а также сильным спросом со стороны крупных клиентов на вычислительные мощности, что усиливает видимость их результатов; во-вторых, сектор оборудования демонстрирует более определенную фундаментальную логику на фоне увеличения капитальных затрат со стороны облачных провайдеров.WEEX Labs напоминает, что на этой неделе макрополитика столкнется с ключевым испытанием. Основные фокусы рынка включают ключевое процедурное голосование по закону CLARITY Act 15 сентября на восточном побережье США, а также решение по процентной ставке FOMC Федеральной резервной системы 16 сентября. Взрывной потенциал фондового рынка США и крипторынка будет зависеть от заявлений Федеральной резервной системы о вероятности повышения процентных ставок, указаний по траектории точечной диаграммы и хода реализации законопроекта. Торгуйте акциями и золотом с WEEX TradFi, также вы можете ежедневно открывать яйца, 100% призов, выиграть до 10,000 USDT в виде аирдропа.

Согласно сообщению Bloomberg, компания Dell Technologies стремится привлечь около 4 миллиардов долларов путем выпуска облигаций инвестиционного уровня для рефинансирования существующего долга. По словам информированных источников, окончательный объем выпуска еще не определен и будет скорректирован в зависимости от рыночного спроса.Выпуск облигаций происходит на фоне продолжающегося роста спроса на серверы, движимого искусственным интеллектом, и Dell получает выгоду от инвестиционного бума в инфраструктуру ИИ, что способствует улучшению ее финансовых показателей.

Сообщение ChainCatcher, согласно отчету Kuai Technology, выходные показатели 17-нм DDR5 чипов Changxin уже превысили 90%, что всего на 2 процентных пункта ниже уровня 92% до 93% аналогичных продуктов Samsung, что позволяет им войти в первую мировую лигу по техническим показателям. Несколько крупных производителей ПК завершили сертификацию DRAM чипов Changxin до середины года и начали устанавливать их в небольших объемах в некоторых ноутбуках.Стратегии различных брендов значительно различаются: Dell полностью запретила использование чипов Changxin; HP ограничила их использование только на рынке материкового Китая; Acer и Asus установили их в модели, ориентированные на материковый Китай и развивающиеся рынки. В настоящее время влияние продуктов Changxin на общие рыночные цены трех крупных производителей памяти остается ограниченным, основная причина заключается в том, что Samsung, SK Hynix и Micron в настоящее время предпочитают поставлять LPDDR5, в то время как стратегический фокус Changxin на данном этапе сосредоточен на увеличении объемов поставок DDR5. Руководители ПК-компаний заявили, что три крупных производителя занимают более 90% мирового рынка DRAM, и массовое использование должно быть очень осторожным. В настоящее время количество моделей и объемы, использующих чипы Changxin, довольно ограничены.

According to Gate market data, U.S. stocks opened slightly higher, with the three major indices rising: the Dow Jones Industrial Average up 0.18%, the S&P 500 up 0.09%, and the Nasdaq Composite up 0.16%. Dell (DELL.N) rose over 30%, with first-quarter results far exceeding expectations. Stocks related to AI server manufacturers rose, with Super Micro Computer (SMCI.O) up over 7% and HP (HPQ.N) up over 6%.

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According to Jin10, Dell's (DELL.N) revenue outlook greatly exceeded market expectations, and its stock price rose more than 5% in after-hours trading.

According to a report by decrypt, HIVE Digital Technologies' stock price rose 7.5% to $3.56 on Monday, outperforming Circle (-6%) and Coinbase (-7%) which both saw declines on the same day.HIVE announced its fiscal second-quarter results for the period ending September 30, with record revenue of $87.3 million, a year-over-year increase of 285%, and a quarter-over-quarter increase of 91%; adjusted EBITDA was $31.5 million. Bitcoin mining revenue was $82.1 million, with hash rate soaring 86% quarter-over-quarter to 16.2 EH/s, mining a total of 717 BTC.The Buzz high-performance computing division generated revenue of $5.2 million, a year-over-year increase of 175%, with gross margin rising to 49%. HIVE announced a partnership with Dell to deploy 504 of the latest GPUs in the Bell AI Fabric data center. The company plans to add over 6,000 GPUs by the end of 2026 (in addition to the existing 5,000), which is expected to generate approximately $140 million in annualized HPC revenue.

According to Jinshi reports, Dell (DELL.N) rose over 5% in pre-market trading. In terms of news, cryptocurrency concept stock IREN will spend $5.8 billion to purchase GPUs and related equipment from Dell.

According to ChainCatcher, AInvest reported that Dell Technologies has officially rejected a shareholder proposal that suggested the company include Bitcoin in its financial reserves. In a response on May 9, Dell stated that such proposals involve complex matters that could hinder shareholders from making informed decisions and constitute improper interference with the company's management.The proposal reflects a segment of investors' desire for the company to shift some cash and bonds into Bitcoin to combat inflation. However, Dell's management believes that mandating specific forms of investment would unnecessarily restrict its autonomy in managing the company's assets.This move underscores the importance of management autonomy in corporate governance and indicates that strategic investment decisions should be controlled by the management team and the board of directors. As the cryptocurrency sector continues to evolve, the company seeks to balance innovation with prudent financial practices.

ChainCatcher news, according to Yahoo Finance, NFL star Odell Beckham Jr. reached an agreement with Block Inc.'s Cash App to receive $750,000 of his salary in Bitcoin when he signed with the Los Angeles Rams back in 2021.According to data from The Action Network cited by Morningstar, the price of Bitcoin on the day of redemption was $64,158. If calculated at a price of $100,000, the value of that Bitcoin has reached $1,168,900, an increase of over 55%. While it is unclear whether Odell Beckham Jr. has held onto the Bitcoin throughout the three years, it is reasonable to assume that his gamble has paid off, as he confirmed last month that he is still working with Cash App to receive his salary in Bitcoin.

ChainCatcher news, according to official sources, "the father of the iPod" Tony Fadell has officially joined the Ledger board of directors. Tony Fadell has been an advisor to Ledger since 2022 and is the designer of Ledger Stax.Tony Fadell was born in Detroit, Michigan, USA, and is a designer, inventor, entrepreneur, and venture capitalist. From 2006 to 2008, he served as the senior vice president of Apple's iPod division, leading the research and design of the iPod, which is why he is referred to as "the father of the iPod."

ChainCatcher news, according to the official blog, blockchain software technology company ConsenSys has announced the appointment of Dan Odell as Chief Financial Officer (CFO). In his new role, Odell will be responsible for overseeing all financial operations, including accounting, tax, finance, strategic finance, and investor relations.It is reported that Odell joined ConsenSys after successfully guiding the metaverse technology company Improbable through a strategic business model transformation, significantly increasing the company's revenue and improving its capital situation. Prior to joining Improbable, Odell worked at The Walt Disney Company for over 15 years, holding various positions including Vice President of Global Product Management for Disney Parks, Experiences and Products, CFO of Maker Studios, CFO of Mobile Games, and Director of Global Financial Planning for Disney Consumer Products.

ChainCatcher news, according to Cointelegraph, Dell Technologies founder and CEO Michael Dell posted on the X platform stating that "scarcity creates value," a phrase often used to describe Bitcoin's limited supply, which caught the attention of Bitcoin supporter Michael Saylor. Dell then retweeted Saylor's reply, accompanied by an image of the Cookie Monster eating Bitcoin, further sparking market expectations that he might invest in Bitcoin personally or through his company.Before this news was released, Dell had already cashed out $2.1 billion in Dell Technologies Class C common stock, while the company's stock has appreciated nearly fivefold since returning to the public market at the end of 2018. Currently, Dell's net worth is approximately $120 billion, ranking him 14th on the global billionaire list. This gives him enough capital to enter the Bitcoin market, especially against the backdrop of rising U.S. debt potentially negatively impacting the value of the dollar.

ChainCatcher news, Dell Technologies CEO Michael Dell initiated a community poll on social media asking "What do you think is the next major breakthrough in technology?" The options include quantum computing, artificial intelligence, blockchain, and space technology. As of now, the highest voting rates are for AI (35.2%) and blockchain (33.7%).ChainCatcher previously reported that Bitcoin Magazine posted on social media stating that Dell Technologies CEO Michael Dell retweeted MicroStrategy founder Michael Saylor's tweet saying "Bitcoin represents digital scarcity."

ChainCatcher news, Bitcoin Magazine posted on social media that Dell Technologies CEO Michael Dell retweeted MicroStrategy founder Michael Saylor's tweet stating "Bitcoin represents digital scarcity."