Why HPE stock jumped 12%, and the $30.4 billion it had already committed
HPE stock rose 12.4% to a record close after Oracle kept its $90B–$95B capex plan. Its 10-Q shows $30.4B of supplier commitments, up from $5.7B in April.
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2 articles
TECHi reporting and analysis covering Supply Chain. 2 articles, newest first.
Apple's $30 Billion Broadcom Deal Rewards the One Chip Apple Can't Copy
Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.