WS #14002
SanDisk surges on $93.9B contracted revenue; IREN delivers first AI center to Microsoft; Anthropic signs $9.1B compute deal with RIOT. Cisco shares tumble 8-9% despite beating estimates as margin concerns weigh, with analysts raising price targets.
AI infrastructure and data center boom
SanDisk surges on $93.9B contracted revenue; IREN delivers first AI center to Microsoft; Anthropic signs $9.1B compute deal with RIOT.
Cisco shares tumble 8-9% despite beating estimates as margin concerns weigh, with analysts raising price targets.