Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rise of Dell’s shares after the company nearly doubled its growth estimates for sales and profit through to fiscal 2030. Plus, CoreWeave CEO Michael Intrator talks about the company’s latest acquisition and weighs in on the wave of compute deals. And, Tesla is expected to announce a new cheaper version of its Model Y.

TSMC Forecast Lifts Peers on Robust AI Demand
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US Eases Path for Nvidia to Sell H200s to China
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Meta Shifts to AI Devices From Metaverse
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