AI-related stocks, especially in semiconductors, cloud infrastructure, and tech ETFs, saw sharp declines following a warning from CNBC host Jim Cramer about a potential market reversal. The sell-off was broad, reflecting profit-taking in a crowded AI momentum trade rather than a sector abandonment. Key chipmakers and AI infrastructure firms like Dell and Super Micro Computer experienced significant drops, while major ETFs such as SOXX and AIQ also fell. This suggests traders are cautious amid fresh concerns, including Korean policy impacts on memory-chip profits, signaling a possible pause or correction in the AI investment theme.
Super Micro Computer has expanded its Rear Door Heat Exchanger (RDHx) portfolio, enhancing its liquid cooling solutions for high-density AI and HPC data centers. The new lineup includes ten models with cooling capacities from 10kW to 120kW per rack, ...
Dell Technologies' stock surged 248% from December 2025 to July 2026, driven by a massive 87.5% revenue increase and a 757% jump in AI-optimized server sales. This growth reflects a broader AI infrastructure boom benefiting semiconductor, networking,...
