Lumentum, Dell, Super Micro Drive AI Server Spending

AI infrastructure stocks remain in focus as investors track companies building the physical backbone for artificial intelligence. Lumentum, which makes optical hardware for AI servers, generates about US$3.7b in revenue and is valued near US$46.2b. Dell Technologies sells PowerEdge servers and has over US$130b in AI server orders, while Super Micro Computer builds dense rack-scale systems for GPU-heavy workloads. These companies sit at the center of the data center expansion driving AI spending worldwide.

NVIDIA and AMD continue to dominate the AI hardware space. NVIDIA brings in roughly US$275.4b from Compute & Networking and holds a market cap of US$4,385.1b. AMD generates about US$26.4b from its Data Center business with a market cap of US$663.3b. Vertiv, which supplies power and cooling systems for AI data centers, adds another US$8.8b in revenue from the Americas. All three are profitable and converting heavy AI spending into actual earnings.

The data center power rush is creating opportunities further down the supply chain. ERock makes modular natural gas power systems and carries a $1.7 billion backlog sold out through 2028. Everpure provides flash storage hardware for AI data centers and landed its first EXA scale hyperscale customer in FY2026. Jabil expects AI revenue to grow from about $9 billion in fiscal 2025 to $22.1 billion in fiscal 2027. American Tower and VivoPower also benefit from growing demand for data center infrastructure and energy.

Snowflake is rolling out new AI products across its platforms. The company reported product revenue of US$1.49b with 37% growth and raised its fiscal 2027 product revenue outlook to US$6.07b. New offerings include AI agents, governance tools, and real-time data automation across CoCo, CoWork, and Cortex. Partnerships with Oracle Cloud Infrastructure and ZoomInfo show expanding real-world use, though lower margin AI workloads remain a concern. Snowflake outlined a path toward GAAP profitability in Q4 fiscal 2028.

On the product side, ChatGPT can now create custom apps in seconds without coding. A tester built six projects including a design tool, holiday planner, ethics simulator, and solar system model, with results ranging from practical to gimmicky. Careful prompting led to the best outcomes. Meanwhile, parents are turning to AI agents for family tasks like meal planning and reminders. Products include Meta Muse, Fambot, and Fo, though experts warn about data risks, especially when agents try to access sensitive information like passports.

A major sell-off shook AI stocks this week. A sell-off that began on Wednesday wiped about $2.5 trillion in market value before easing on Friday. The S&P 500 fell 4.9% on Thursday, its biggest one-day drop since 2018, then rose 1.4% on Friday. The Nasdaq Composite fell 7.5% on Monday, its worst day since 2020, and has lost about 25% of its value so far this year. Rising interest rates, a weaker US dollar, and economic uncertainty drove the decline.

Taiwan moved to stabilize its markets after a 12.19% drop in the Taiex index. On 6 November, the Financial Supervisory Commission announced it will cut the daily cap on short selling borrowed shares from 30% to 3% starting 9 November. The government also authorized the NT$500 billion National Financial Stabilization Fund, worth about US$15.26 billion, to intervene in the market. The measures aim to counter heavy foreign net selling.

Other developments show AI spreading into everyday applications. Firmly, a Seattle startup backed by JPMorgan and Mastercard, connects retailers to AI shopping assistants while letting merchants keep their own payment systems and customer data. The company charges $2,000 to $15,000 per month and has raised about $20 million in total funding. Warf reported that AI agents can hide wasted work, with its Holmes tool finding agents adding about 2 minutes of idle tool calls. A daily cron filters about 200 runs down to roughly 50 failures, feeding notes to a self-improvement agent.

Job seekers are finding ways to navigate AI resume screening. Experts recommend tailoring resumes to job descriptions and matching specific keywords from the posting. A tool called Hardly helps applicants check if their resume scores between 80 and 90 percent for alignment, though users must still manually review documents to catch errors or false information that the AI might introduce.

Key Takeaways

Lumentum generates about US$3.7b in revenue and is valued near US$46.2b, building optical hardware for AI data centers.
Dell has over US$130b in AI server orders; Super Micro builds dense rack-scale systems for GPU-heavy workloads.
NVIDIA holds a market cap of US$4,385.1b with US$275.4b in Compute & Networking revenue; AMD brings in US$26.4b from Data Center.
ERock has a $1.7 billion backlog sold out through 2028 for modular natural gas power systems.
Jabil expects AI revenue to grow from about $9 billion in fiscal 2025 to $22.1 billion in fiscal 2027.
Snowflake raised its fiscal 2027 product revenue outlook to US$6.07b and rolled out AI agents and governance tools.
A $2.5 trillion market wipeout hit AI stocks this week, with the Nasdaq falling 7.5% on its worst day since 2020.
Taiwan cut its short selling cap from 30% to 3% and activated a US$15.26 billion stabilization fund after a 12.19% market drop.
ChatGPT can now create custom apps without coding, with results ranging from practical to gimmicky depending on prompting.
Firmly, backed by JPMorgan and Mastercard, connects retailers to AI shopping assistants with about $20 million in total funding.

Lumentum and AI infrastructure stocks to watch

Lumentum Holdings builds optical hardware like high-speed modules and lasers that help AI servers communicate inside data centers. The company generates about US$3.7b in revenue and is valued near US$46.2b. Dell Technologies and Super Micro Computer are also highlighted as key AI infrastructure players. Dell sells PowerEdge servers and has over US$130b in AI server orders, while Super Micro builds dense rack-scale systems for GPU-heavy workloads.

SEERS and two other AI penny stocks to consider

SEERS is a South Korean medical device maker with AI-powered wearable biosensors and Holter ECG analysis tools, valued near ₩556.0 billion. Finatext Holdings is a Tokyo fintech company that builds AI-driven data analytics for trading and credit scoring, with a market value near ¥61.7 billion. M31 Technology designs silicon IP used in AI accelerators and edge chips, valued around NT$14.5b. All three are early-stage AI stocks with specific growth and adoption risks.

Everforth updates guidance and announces AI partnership

Everforth (EFOR) released third quarter 2026 results, issued fourth quarter guidance, and announced an AI partnership with WisdomAI focused on enterprise decision making. The share price has fallen 10.06% over the past week and is down 26.40% year to date. The stock closed at $34.34 against a fair value estimate of $38.50, suggesting it is about 11% undervalued. Healthier bookings and a federal backlog could challenge current valuation assumptions.

Snowflake AI product rollout may reshape investment case

Snowflake reported product revenue of US$1.49b with 37% growth and raised its fiscal 2027 product revenue outlook to US$6.07b. The company rolled out AI agents, governance tools, and real-time data automation across CoCo, CoWork, and Cortex platforms. Snowflake outlined a path toward GAAP profitability in Q4 fiscal 2028. Partnerships with Oracle Cloud Infrastructure, ZoomInfo, and USA Cycling show expanding real-world use, though lower margin AI workloads remain a key risk.

NVIDIA and two other profitable AI stocks to watch

NVIDIA designs data center AI hardware and software, generating about US$275.4b from Compute & Networking with a market cap of US$4,385.1b. AMD builds data center AI accelerators and server processors, generating about US$26.4b from Data Center with a market cap of US$663.3b. Vertiv supplies power and cooling systems for AI data centers, generating about US$8.8b from the Americas with a market cap of US$68.1b. All three are profitable AI companies converting heavy AI spending into earnings rather than running on promises.

American Tower and Two AI Power Stocks to Watch

AI data centers need a lot of power, and new rules on energy use are shaking investor confidence. The article highlights three U.S. stocks tied to AI power infrastructure. VivoPower owns land and data center infrastructure built for AI use. American Tower runs towers and data centers that handle global data traffic. Deep Fission builds underground small modular nuclear reactors to power energy hungry data centers.

3 US AI Infrastructure Stocks in the Data Center Power Rush

AI spending is reshaping how companies build and expand data centers across the United States. ERock makes modular natural gas power systems and has a $1.7 billion backlog sold out through 2028. Everpure provides flash storage hardware for AI data centers and landed its first EXA scale hyperscale customer in FY2026. Jabil builds server racks and AI infrastructure, with AI revenue expected to grow from about $9 billion in fiscal 2025 to $22.1 billion in fiscal 2027.

AI Stocks Recover After $2.5 Trillion Market Loss

A major AI stock sell off that began on Wednesday wiped about $2.5 trillion in market value before easing on Friday. The S&P 500 fell 4.9% on Thursday, its biggest one day drop since 2018, then rose 1.4% on Friday. The Dow gained 1.2% and the Nasdaq rose 1.3%. The rebound was helped by a weaker US dollar and rising gold prices, but concerns about volatility and interest rates remain.

AI Market Drop Reminds Investors to Diversify

A $2.5 trillion drop in the Nasdaq Composite this week showed how much investors depend on AI growth. The tech heavy index fell 7.5% on Monday, its worst day since 2020. It has lost about 25% of its value so far this year. The decline was driven by rising interest rates, a weaker US dollar and economic uncertainty. Analysts say the sell off highlights why investors should spread their money across different assets and sectors.

Taiwan Cuts Short Sales and Activates $15B Fund After Market Rout

After a 12.19% drop in its Taiex index, Taiwan announced two emergency measures on 6 November. The Financial Supervisory Commission will cut the daily cap on short selling borrowed shares from 30% to 3% starting 9 November. It also authorized the NT$500 billion National Financial Stabilization Fund, worth about US$15.26 billion, to intervene in the market. The moves aim to stabilize markets hit by heavy foreign net selling.

Testing AI heating controls for two years

Samuel Gibbs tested AI heating controls in his 1930s brick house for two years. He compared a manual system with a Tado smart thermostat and AI features across 213 days. The AI system used room by room control to improve comfort. The full setup cost about £930. Results showed AI could balance warmth and savings.

Firmly wins backing for AI shopping tool

Firmly is a Seattle startup backed by JPMorgan and Mastercard. It connects retailers to AI shopping assistants and marketplaces. Merchants keep their own payment systems and customer data. The company charges $2,000 to $15,000 per month. Total funding is now about $20 million.

Warp flags wasted work in AI agents

Warp reported that AI agents can hide wasted work. Holmes found agents added about 2 minutes of idle tool calls. A rubric marks scores at or below 0.4 as failures. A daily cron filters about 200 runs down to roughly 50 failures. The system feeds notes to a self improvement agent.

Parents turn to AI agents for help

Parents are becoming early users of AI agents for family tasks. Erica Layer uses an Instinct agent for meal planning and reminders. Some agents have tried to access sensitive data like passports. Products include Meta Muse, Fambot and Fo. Experts say parents should understand data risks before use.

ChatGPT builds apps without coding

ChatGPT can now create custom apps in seconds without coding. The author tested six projects including a design tool and holiday planner. Other tests included an ethics simulator and solar system model. Results varied from practical to gimmicky. Careful prompting led to the best outcomes.

Job seekers can beat AI resume filters with these tips

Many job applicants suspect that artificial intelligence is screening out their resumes before they get an interview. Shelby Young, a 70-year-old from Indianapolis, believes she missed more opportunities because her resume did not match AI filters. Experts suggest tailoring resumes to job descriptions and matching specific keywords found in the posting. Using a tool called Hardly can help applicants check if their resume scores between 80 and 90 percent for alignment. Users must also manually review their documents to ensure the AI did not add errors or invent false information.