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Hewlett Packard Enterprise Comp

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What I don’t understand is how isn’t all the ai infrastructure companies (Nvda, avgo, amd, dell, hpe, smci, vrt, etc.) rallying 10+% on the news on google and amazon massively increasing their ai spend which no one thought it would increase this much?? Seems like they should all be gapping up every day instead of down
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What I don’t understand is how isn’t all the ai infrastructure companies (Nvda, avgo, amd, dell, hpe, smci, vrt, etc.) rallying 10+% on the news on google and amazon massively increasing their ai spend which no one thought it would increase this much?? Seems like they should all be gapping up every day instead of down
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