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Barclays Cuts Dell, HPE and NetApp to Equal Weight, Citing No 'Meaningful' AI Inflection; Dell Sinks 11%
Barclays cut Dell, HPE and NetApp to Equal Weight, saying strong hardware revenue reflects memory price pass-through rather than an enterprise AI inflection; Dell shares fell 11%.

Stock Market Today: Health Care Leads While S&P 500 Slips

CoreWeave Shares Sink 16% as Bond Yields Near 15% on AI Debt Worries

GlobalFoundries Selected to Run Two Japan-Backed Chip Fabs in Malta, New York, in Deal Valued at Up to $21 Billion

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Ross Givens
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Ross Givens
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Ross Givens
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