Wi-Fi Everestā, ugunsmūri Lhasā: Tibetas interneta revolūcijas iekšienē

Dell Technologies (NYSE: DELL) stock jumped as much as 17% this week, hitting a new 52-week high as the company’s AI‑growth story gains traction. Management highlighted strong cash flow and expanding earnings per share (EPS), reporting about $5 billion in adjusted free cash flow annually over five years and ~14% annual EPS growth. The infrastructure solutions segment posted record revenue in fiscal Q2, with servers and networking leading the gains, and Dell lifted guidance to over $20 billion in AI server sales this year. The stock remains reasonably valued with a forward P/E below the market average, suggesting more upside as AI opportunities unlock demand for Dell’s servers and infrastructure. Investors should weigh this against analyst sentiment.

Ausbil Investment Management Ltd has fully exited its SBA Communications Corporation stake, selling 15,483 shares for about $3.64 million in the quarter ended September 30, 2025. The sale drops the position to zero and removes SBA from the fund’s 13F portfolio. The Oct 8, 2025 filing shows top holdings after the sale and notes the stock’s performance: shares at $187.61, down 21.38% year to date and underperforming the S&P 500 by roughly 38 percentage points over the past year. Ausbil’s exposure to SBA is now 0% of reportable U.S. equity assets. SBA Communications remains a wireless-infrastructure owner with long-term lease revenue from mobile carriers across the Americas and South Africa.

Roth Capital analyst Suji Desilva has boosted USA Rare Earth (USAR) to a $40 target from $20, citing progress toward an end-to-end, US-based rare-earth magnet supply chain. The stock has rallied as investors weigh domestic production against China’s new export rules. USA Rare Earth aims to mine, refine, and manufacture magnets in the U.S., but profitability is years away and, by 2028, remains speculative. The backdrop: China’s controls and geopolitical risk could influence pricing, while timing and capital needs delay revenue. While the thesis is compelling, risk tolerance should be reassessed before buying, as the path to consistent profits is uncertain and competition from China persists.

President Donald Trump threatened a 'massive' tariff increase on Chinese goods, sending U.S. stocks toward session lows and injecting uncertainty into the U.S.–China relationship. He described China as "very hostile" on trade and said a meeting with President Xi might not happen at APEC. The move comes as China tightened controls on rare earth exports, a critical input for tech and manufacturing. Traders watched the S&P 500 and Nasdaq swing after earlier gains, underscoring the sensitivity of markets to policy signals. Despite weeks of talks, a comprehensive trade deal remains elusive, with rare earths and tech tariffs front and center. The episode highlights how geopolitical risk and trade policy can drive volatility in equities.

Signal Advisors Wealth boosted its JPMorgan Chase stake by 10,476 shares, roughly $3.1 million in Q3, increasing total JPM holdings to 41,470 shares. The position represents about 1.2% of its AUM and remains outside the fund's top five holdings. At Friday morning prices around $308.31, JPM has surged about 45% over the last year, helping the bank post strong results ahead of its upcoming earnings release. The move underscores growing appetite for large-cap financials within the portfolio.