AI infrastructure

• Bank of America spots major Nvidia-linked stock market setup - Bank of America just identified an Nvidia-linked market setup that’s hiding in plain sight, beneath all the noise investors continue chasing. Analyst Andrew Obin argues the shift is being driven by Nvidia's(NVDA) effectively resetting the t
• Hewlett Packard Enterprise (HPE) Is Up 13.5% After AI-Focused Outlook Trumps Weak Profit - Has The Bull Case Changed? - Hewlett Packard Enterprise recently reported fourth-quarter 2025 results showing sales rising to US$9,679 million while net income fell sharply to US$175 million, alongside a maintained dividend and raised fiscal 2026 earnings guidance. At