Intel Extends Core Ultra Series 3 to New Googlebook Laptops

Dell Technologies entered Google's push into premium AI laptops with the new XPS Googlebook, a $1,199 machine pairing a 13-inch design with Qualcomm's Snapdragon X Elite and software built around Google's Gemini AI, and shares fell approximately 2.5% to $561.01. The laptop is only one piece of Dell's AI story: the company's latest quarter generated a record $60.9 billion of AI-server orders and $16.4 billion of AI-server revenue, giving Dell a much bigger growth engine behind the new consumer device. The valuation picture is harder to ignore, with Dell's $561.01 share price sitting 143.19% above the $230.69 GF Value estimate. The Googlebook adds another premium product and could deepen Dell's position across AI devices, but there is no disclosed sales target, margin outlook or unit commitment yet. For investors, the bigger question is whether Dell can turn this new AI-PC exposure into meaningful earnings growth while its valuation already leaves little room for disappointment.

Corning, Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects, and the ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. The project taps Corning's existing role supplying fiber and optical technology to large infrastructure buyers rather than representing a completely new line of work, positioning its multimode fiber alongside Qualcomm's interface IP and Lumentum's VCSEL engines. The unresolved piece is commercial proof: the clearest early sign that this direction is working will be whether Corning starts pointing to concrete D2D or co packaged optics wins in its AI focused optical order book or in follow on agreements tied to the 2027 to 2032 style long term fiber deals already in place.