Dell expected to provide lower guidance next week, but AI servers remain a big bright spot

• Dell shares pop on report of $5 billion deal for AI servers for Elon Musk's xAI

  Elon Musk's high-valued artificial intelligence startup relies on Nvidia chips, and is reportedly buying a hefty amount from Dell.
  
  CNBC - 5d

• Low expectations for China provide a big opportunity for returns, strategist says

  "Corporate profitability is now at an historical low... any improvement can deliver very strong returns."
  
  CNBC - Feb. 10

• Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals

  Shares of Super Micro Computer Inc. soared Tuesday, continuing a four-day trading streak, with the stock now the best performer in the S&P 500 this year on hopes of some very hefty ...
  
  MarketWatch - 1d

• Treasury yields remain lower following weekly jobless claims

  Yields on U.S. government debt remained slightly lower Thursday morning as traders continued to hold on to decent chances of at least one 2025 rate cut by the Federal Reserve despite relatively ...
  
  MarketWatch - 4h

• Minneapolis Fed's Kashkari expects lower interest rates later this year

  In a CNBC interview, the central bank official expressed confidence that inflation will continue to drift down to the Fed's 2% target.
  
  CNBC - Feb. 7

• Walmart stock tumbles on a lower-than-expected sales forecast

  Walmart delivered another year of strong sales and profits, but executives expressed caution about an uncertain economic landscape.
  
  CBS News - 1h
• 

  Apple gambles on new iPhone with AI features at lower cost

  Apple is hoping its latest, lower cost iPhone model will boost sales of its flagship device.
  
  BBC News - 7h
• 

  The Week: What next for Ukraine and some signs of growth?

  Adam, Chris, Caitríona and James wrap up the week.
  
  BBC News - 6d

More from MarketWatch

• Stagflation-like trend can’t be ruled out, Fed’s Musalem says

  The U.S. economy is facing the potential risk of a period in which the labor market softens as inflation heats up, St. Louis Federal Reserve Bank President Alberto Musalem said on Thursday.
  
  MarketWatch - 7m

• ‘I believe myself to be an honorable person’: Do I have the right to ask my husband what happens to his house if he dies?

  “I would really like things to be in order should anything happen to either one of us.”
  
  MarketWatch - 1h

• The Chips Act may be dead. That’s another big hurdle for semiconductor stocks.

  Moves expected by the Trump administration to gut a key government scientific agency could bring another challenge for semiconductor and chip-equipment companies — and their stocks.
  
  MarketWatch - 1h

• Should you be worried about Elon Musk’s DOGE accessing your Social Security information?

  Attempts by the so-called Department of Government Efficiency, or DOGE, to seek access to the Social Security Administration’s database have sparked concern that it could compromise people’s ...
  
  MarketWatch - 1h

• Hasbro’s stock rallies as it shrugs off tariff impacts on new product launches

  Hasbro said it’s diversifying its manufacturing footprint, with plans to move from 50% of its U.S. toy and game volume originating from China to under 40% over the next two years.
  
  MarketWatch - 1h

More in Business

• 

  Airbus Says U.S. Tariffs Would Be ‘Lose-Lose’ for Airline Industry

  The European airline maker, which is Boeing’s chief rival, said it would adapt to any new tariffs, including passing on costs to its customers.
  
  The New York Times - 5m

• Stagflation-like trend can’t be ruled out, Fed’s Musalem says

  The U.S. economy is facing the potential risk of a period in which the labor market softens as inflation heats up, St. Louis Federal Reserve Bank President Alberto Musalem said on Thursday.
  
  MarketWatch - 7m

• Amazon surpasses Walmart in revenue for first time

  Walmart reported $180.5 billion in sales during the most recent quarter while Amazon reeled in $187.8 billion.
  
  CNBC - 17m

• Treasury sets March 21 deadline for millions of businesses to report ownership information or risk fines of $10,000 or more

  The Treasury Department set a March 21 deadline to report "beneficial ownership information" after a Texas court lifted a block on enforcement.
  
  CNBC - 21m

• Palantir shares drop 7%, falling for a second day, as retail traders' latest cult obsession starts to unwind

  Wednesday's decline came as investors keyed in on the CEO's new stock sale plan and the possibility of defense cuts.
  
  CNBC - 25m