Sep. 8 at 11:39 AM
$DELL Dell announced a
$25M expansion of its Round Rock HQ & raised its full-year outlook on booming AI server demand (Q2 revenue +19%,
$10B in AI shipments first half). Shares still dipped on softer Q3 guidance, a reminder that markets price the next quarter’s caution more heavily than Dell’s decade-long promises.
$BDX Waters Corporation will acquire BD’s Biosciences & Diagnostic Solutions arm in a
$17.5B Reverse Morris Trust deal slated for Q1 2026. Both stocks fell (BDX ~2%, Waters ~12%), suggesting investors were unimpressed.
#BTC Bitcoin’s on-chain metrics & institutional flows are propping up the
$112,000 level, while Fed rate-cut speculation & “liquidity expansion” drive speculation about fresh all-time highs.
#ETSY Etsy’s platform engagement & merchant growth are reinforcing the
$72 level, while consumer-spending resilience & “digital marketplace tailwinds” drive speculation about fresh yearly highs.
