Dell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing'
Dell Technologies shares fell 11% on Wednesday, dragging down other data center equipment names amid growing concerns that enterprise spending on artificial intelligence may not support the current infrastructure buildout. The…
By Gordon Ashwell · 2 min read
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OpenAI infrastructure chief Sachin Katti departs, Uday Ruddarraju to lead compute
Sachin Katti is leaving his role as OpenAI's infrastructure lead after roughly a year, with Uday Ruddarraju set to assume the position and head the company's compute organization. Katti announced the move on LinkedIn on…
October 14, 2026 · 2 min
Michael Burry consolidates bearish bets on Nasdaq and chip stocks
Michael Burry has consolidated almost all of his bearish exposure into two positions: puts on the Nasdaq-100 index and the VanEck Semiconductor ETF. In a post on his Cassandra Unchained Substack, the investor stated he is closing…
October 14, 2026 · 2 min
Wabtec lags S&P 500 despite strong cash flow metrics
Wabtec shares have trailed the broader market since April 2026, with the stock returning 6.8% compared to a 12% gain for the S&P 500. The railway equipment maker, listed on the NYSE as WAB, currently trades at $286.55 per share.
October 14, 2026 · 2 min
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