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Al Arabiya reported Yemen government forces repelled a heavy Houthi attack on the Hays front in southern Hodeidah province.

2026-09-04

Al Arabiya reported Yemen government forces repelled a heavy Houthi attack on the Hays front in southern Hodeidah province.

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2026-09-03

Shanghai will, during the 15th Five-Year Plan period, deepen pilot measures to open the services sector and push implementation of opening projects in value‑added telecom, biotechnology and wholly foreign‑owned hospitals. The city will apply the revi

Shanghai will, during the 15th Five-Year Plan period, deepen pilot measures to open the services sector and push implementation of opening projects in value‑added telecom, biotechnology and wholly foreign‑owned hospitals. The city will apply the revised Catalog for the Encouragement of Foreign Investment, use marquee foreign-funded projects to steer capital into advanced manufacturing, modern services and high‑tech sectors, and support foreign firms’ participation in upstream and downstream industry‑chain cooperation to broaden their investment space.
2026-09-03

Morgan Stanley: Dell is a core beneficiary of the AI infrastructure cycle; current constraint is supply rather than demand. Q2 AI orders totaled $60.9bln with a $95.0bln backlog. Dell’s FY2027 AI-server guide of $74bln is conservative; Morgan Stanley

Morgan Stanley: Dell is a core beneficiary of the AI infrastructure cycle; current constraint is supply rather than demand. Q2 AI orders totaled $60.9bln with a $95.0bln backlog. Dell’s FY2027 AI-server guide of $74bln is conservative; Morgan Stanley forecasts ~ $96bln in FY2027 and ~$150bln in FY2028 — MS’s FY2028 estimate is ~75% above consensus. ISG operating margin widened to 15%, up 6.3 ppts YoY, driven by scale, price increases, richer configurations, supply tightness and higher‑margin storage. Server & networking revenue rose 108% YoY; storage +26%, indicating growth is not solely reliant on AI servers. MS sets a $499 target and keeps a Neutral rating, citing a large prior run-up in the share price and uncertainty how long elevated margins and pull‑forward procurement can persist. Key downside risk: demand may include channel pre‑buying; if supply normalizes pricing power may fall — MS assumes FY2029 revenue declines 4.7% YoY in its model.
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