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Jul 22 at 04:51 AM
$Penguin Solutions(PENG.US) rose 9 points and led the way, with AI cluster integration orders climbing; $Applied Digital(APLD.US) rose 7-8 points, driven by data center lease closures; $Dell Tech(DELL.US) rose 6 points, as AI server shipments followed cloud vendors' capital expenditure upwards. As long as capex continues in the computing power sector, there's plenty of room for hardware players to profit from 😎
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