Bryan White
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 12, 2026
- Outlet visibility, for Aol
- Top 5K sites
- Earliest in this view
- Aug 27, 2026
Latest articles
HPE's $7.6 Billion AI Backlog Is Waiting on Memory Supply to Catch Up - AOL (opens the original)
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Demand for hardware to run AI continues to rise, with total orders up 42%. Bookings are outpacing shipments as component shortages slow the pace of product deliveries. At roughly 12 times forward earnings, the stock trades at a discount despite raising its outlook. 10 stocks we like better than Hewlett Packard Enterprise › Hewlett Packard Enterprise(NYSE: HPE) supplies the servers, networking gear, and storage that businesses and governments need to run artificial intelligence (AI) applications
Dell's AI Server Orders Reached $61 Billion in the Second Quarter, and the Pipeline Keeps Growing - AOL (opens the original)
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Revenue grew nearly 60% in the second quarter, driven by the AI infrastructure spending. Infrastructure segment operating margins came in at a healthy 15% despite rising memory costs. The stock is up nearly 300% this year and now trades at around 18 times forward earnings. 10 stocks we like better than Dell Technologies › Dell Technologies(NYSE: DELL) booked $61 billion in artificial intelligence (AI) server orders during the second quarter (Q2), up from $24 billion in Q1. The AI build-out conti
Salesforce: Its Biggest AI Threat Just Became Its Partner - AOL (opens the original)
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Salesforce now offers a leading AI model built into its core software. Enterprise clients will have to subscribe to a premium tier to gain access to Anthropic's AI model. After the rally, Salesforce stock still trades at 17.5 times forward earnings. 10 stocks we like better than Salesforce › Last week, Salesforce(NYSE: CRM) reported strong second-quarter results, but the bigger story was a deal that makes Anthropic's Claude the default reasoning engine inside Salesforce's products. Claude runs i
Stripe's $7.5 Billion Bet on the AI Model Routing Layer - AOL (opens the original)
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OpenRouter connects developers to more than 400 AI models through one account, and its traffic data captures which models people actually pay to use. Stripe collects fees on financial transactions and, after this deal, will do the same for token usage. Free multimodel routing bundled by Amazon, Microsoft, and Google remains the platform's biggest long-term competitive threat. 10 stocks we like better than Cloudflare › Fintech giant Stripe is acquiring OpenRouter, a leading artificial intelligenc
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