$Dell Technologies(DELL.US) posted FY27 Q1 revenue +88% YoY, with AI server revenue surging 757%. Full-year guidance was raised to $167bn, sending shares soaring 38% after-hours — the market is repricing DELL as a core 'AI infrastructure play.' The AI buildout wave is spreading fast: peer Super Micro Computer(SMCI.US) rallied in sympathy after-hours, while $Lenovo Group(00992.HK) has surged nearly 70% since May. The AI infrastructure rally looks just getting started — which AI infra name are you backing?&nbsp;

$Dell Technologies(<a href="http://DELL.US">DELL.US</a>) posted FY27 Q1 revenue +88% YoY, with AI server revenue surging 757%. Full-year guidance was raised to $167bn, sending shares soaring 38% after-hours — the market is repricing DELL as a core 'AI infrastructure play.' The AI buildout wave is spreading fast: peer Super Micro Computer(<a href="http://SMCI.US">SMCI.US</a>) rallied in sympathy after-hours, while $Lenovo Group(<a href="http://00992.HK">00992.HK</a>) has surged nearly 70% since May. The AI infrastructure rally looks just getting started — which AI infra name are you backing?&nbsp;

AI Infrastructure Boom! Dell Orders Hit $24.4bn!

$Sprott Physical Copper Trust Ord(SCOP.US) The newly listed physical copper ETF is trading at such a big discount, and no one sees it? Is it only me paying attention?