WS #13988
Holding: newest synthesis is 84d old
IREN delivers first 50MW to Microsoft under $9.7B contract; Lenovo strong results lift HP and Dell; BofA raises server CPU TAM on AI agents.
Tech Sector Earnings and AI Infrastructure
IREN delivers first 50MW to Microsoft under $9.7B contract; Lenovo strong results lift HP and Dell; BofA raises server CPU TAM on AI agents.