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AI Infrastructure News Today
14 headlines on AI Infrastructure cleared our tape in the last 7 days with a measured price reaction attached. 5 of them moved the underlying at least 0.35% within fifteen minutes. The largest measured reaction was +8.88% on DELL at Sep 1, 16:05 ET.
Price action when the news broke
16:05:58 ET
What moved — last 7 days
| Time | Ticker | Headline | 1 min | 15 min | Volume |
|---|---|---|---|---|---|
| Sep 2, 16:10 ET | HPE | Hewlett Packard Raises FY2026 Adj EPS Guidance from $3.35-$3.45 to $3.75-$3.85 vs $3.43 Est; Raises FY2026 Sales Guidance from $44.242B-$45.614B to $45.957B-$46.986B vs $44.944B Est | -2.99% | -2.26% | 3.2M sh |
| Sep 2, 16:09 ET | HPE | Hewlett Packard Q3 Adj. EPS $1.11 Beats $0.93 Estimate, Sales $12.213B Beat $11.908B Estimate | +0.80% | -3.15% | 3.2M sh |
| Sep 2, 12:38 ET | DELL | PG&E, Dell, GitLab, Credo Technology, and Brown-Forman lead midday stock movements. | +0.03% | +0.20% | 348k sh |
| Sep 2, 12:37 ET | DELL | Piper Sandler Reiterates Overweight on Dell Technologies, Raises Price Target to $558 | -0.13% | +0.19% | 345k sh |
| Sep 2, 10:57 ET | DELL | Dell’s AI Revenue More Than Doubles — Analyst Calls Its Execution ‘Best In Class’ | +0.39% | +1.15% | 485k sh |
| Sep 2, 08:28 ET | NVDA | NVIDIA CEO Huang calls on G20 nations to permit growth of AI infrastructure. | +0.01% | -0.16% | 129k sh |
| Sep 2, 08:27 ET | NVDA | Nvidia CEO Huang stated that the worst scenario in AI development is falling behind competitors. | -0.08% | -0.15% | 134k sh |
| Sep 2, 08:22 ET | NVDA | Nvidia CEO Huang described AI as 'the great equalizer' at the G20 summit. | -0.02% | -0.25% | 142k sh |
| Sep 2, 08:03 ET | NVDA | Linkhome is assessing an AI initiative involving up to 144 NVIDIA GB300 GPUs. | +0.06% | +0.49% | 280k sh |
| Sep 2, 07:42 ET | DELL | Vertiv, Sirius, Dell, and MongoDB lead premarket stock movements. | -0.17% | -0.17% | 19k sh |
| Sep 2, 05:41 ET | MU | Micron Technology develops tightly coupled DRAM promising over 10 times HBM bandwidth with much lower energy per bit. | -0.03% | +0.08% | 12k sh |
| Sep 1, 19:49 ET | MU | Nvidia advances its NVHBM design, shifting high-bandwidth memory competition to control over the base die, the foundational layer of next-gen HBM packages. | -0.00% | — | 7k sh |
| Sep 1, 16:55 ET | DELL | Dell, MongoDB, and GitLab led after-hours stock movements. | -0.03% | +0.28% | 114k sh |
| Sep 1, 16:05 ET | DELL | Reported: $DELL Dell Technologies Q2 Earnings & FY Guidance | Guidance: Q2 Total Net Revenue $46.97B, est. $44.78B; Q2 Adjusted EPS $7.04, est. $4.90 | +3.50% | +8.88% | 1.5M sh |
Moves are measured against the price two minutes before each headline crossed, using validated 1-minute bars captured at publish time. A dash means no bar was available for that window. Times are New York ET.
Our analysis
Why Is Cisco (CSCO) Stock Moving Today?
Latest catalyst, August 12, 2026, after the close: Cisco beat on earnings, revenue, and product revenue, and reported $9.3 billion of full-year AI orders from hyperscalers. …
Cisco Beat on Everything and Booked $9.3 Billion of AI Orders. The Pop Lasted About a Minute
Cisco's fiscal fourth quarter, reported August 12: adjusted EPS of $1.22 beat the $1.17 estimate, revenue of $17.3 billion came in nearly half a billion above …
Super Micro and CoreWeave Reported the Same Night. Together They Map the AI Buildout
On August 11, the company that builds AI servers and a company that rents them out reported within minutes of each other. Super Micro booked over …
Why Is CoreWeave (CRWV) Stock Moving Today?
Today's catalyst, August 11, 2026: CoreWeave reported second-quarter results after the close — revenue of $2.58 billion up 112% year over year, a narrower-than-expected loss, and …
CoreWeave's Revenue Doubled and Its Backlog Hit $104 Billion. The Losses Doubled Too
CoreWeave's second quarter, reported August 11: revenue of $2.58 billion more than doubled from a year ago and edged past the $2.56 billion estimate, the revenue …
Nvidia Is Putting Up to $3 Billion Into the Company That Powers Stargate's First Site
Nvidia will invest up to $3 billion in Lancium, the Blackstone-backed power infrastructure developer behind the first operational Stargate data center site in Abilene, Texas. It's …
SuperX AI Just Finished a $20 Million Buyback. Two Days Later, It Authorized Another $20 Million
SuperX AI Technology completed its 2025 share repurchase program on August 4, 2026, having bought back 2.3 million shares at an average price of $8.58. Two …
Applied Optoelectronics Grew Revenue 86% — and Fell Anyway. Here's the Part the Headline Beat Missed
Applied Optoelectronics reported Q2 2026 revenue of $191.9 million, up 86% year over year and slightly above estimates, with non-GAAP adjusted EPS of $0.06 beating the …
A Small Wellness Company Just Filed the Paperwork to Become an AI Data Center Operator
Healthy Choice Wellness Corp. filed a definitive proxy statement for an August 27 shareholder vote on its proposed merger with Host Digital Infrastructure — a deal …
Why Is Amtech Systems Stock Down Today?
Amtech Systems is trading lower today, reversing its initial jump on a fiscal third-quarter beat driven by roughly 120% growth in AI-related revenue — even though …
Amtech Systems Beat by 100% on Earnings as AI-Related Revenue Doubled — While Its Semiconductor Segment Stayed Weak
Amtech Systems, a maker of thermal processing equipment, beat fiscal third-quarter 2026 earnings estimates by 100% on August 5, 2026, as AI-related revenue in its Thermal …
Why Is Ichor Holdings Stock Down Today?
A severe EPS miss traced to Ichor's own component shortages, not to weaker demand from its semiconductor equipment customers.
Why Is Powell Industries Stock Down Today?
A real miss on both lines, alongside a record $2.4 billion backlog built on AI-datacenter power orders.
Why Is Everus Construction Group Stock Up Today?
A record backlog tied specifically to data center infrastructure demand is the number behind this beat, not just the quarter itself.
Why Is Advanced Energy Industries Stock Up Today?
A beat-and-raise where the raise is anchored in the same semiconductor demand already showing up in the quarter.
Why Is Astera Labs Stock Up Today?
Astera Labs grew revenue 104% YoY — and guided for sequential growth to get even faster, not slower.
Why Is Arista Networks Stock Barely Moving Today?
Arista beat EPS by 15% and grew revenue 37.7% — its fifth straight beat, and the stock moved just 3%.
Amazon raises 2026 capex to $220 billion but says AWS capacity will still fall short
Andy Jassy said customer demand exceeds Amazon’s available computing infrastructure, with most 2027 AWS capacity already reserved and commitments extending into 2028.