Dell Technologies

Dell is set to report Q2 2027 earnings early next month.

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Dell stock rallies as Lenovo's 43% revenue surge signals an AI infrastructure boom

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.

Dell Technologies (NYSE:DELL), HP Inc. (NYSE:HPQ) and Hewlett Packard Enterprise (NYSE:HPE) shares moved sharply higher in Thursday premarket trading after strong quarterly results from Lenovo (USOTC:LNVGY) boosted sentiment across the computer hardware and enterprise technology sector.

Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up the most interesting buying opportunity in the sector.

Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent pricing in the context of an already...

Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server portfolio in the US and Canada. The move broadens Dell's distribution reach across North America for its datacenter and infrastructure products. D&H's channel relationships with resellers and solution providers are expected to increase access to Dell storage and server offerings for a wider set of customers. AI infrastructure is...

Lenovo Group (LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12.

Information technology hardware companies in the US will likely benefit from accelerated enterprise

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.

AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on one outcome.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do?

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Liquid cooling will be the fastest-growing segment, while Tier 3 data centers will hold the largest share Data Center Solutions Market Data Center Solutions Market Dublin, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The "Data Center Solutions Market by Infrastructure, Software - Forecast to 2031" has been added to ResearchAndMarkets.com's offering. The global data center solutions market is projected to grow from USD 535.45 billion in 2026 to USD 1.33 trillion by 2031, registering a compound annual growth

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

While Dell is trading near an all-time high, the stock still has room to run. Rising enterprise IT spending provides a solid base for growth.

SOUN surges after Q2 earnings and revenues beat expectations as OASYS-fueled enterprise AI demand drives record sales and a higher 2026 revenue outlook.

Recent contract wins in AI infrastructure have put Dell Technologies (DELL) in sharper focus for investors. Projects such as the Volta AI factory and Texas A&M’s IGNITE platform highlight how AI focused orders are shaping the company’s current backlog. See our latest analysis for Dell Technologies. These AI focused wins come on top of a strong run in Dell Technologies’ stock, with the share price delivering a 7 day share price return of 25.18% and a year to date share price return of 262.05%...

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

Dell hit an all-time high amid Trump endorsements and the AI rally. Here is what is driving the record surge.

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

Investors backed AI-driven growth across infrastructure, cybersecurity, and cloud software sectors.

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

The Dow Jones Industrial Average and the S&P 500 finished at record highs Tuesday, aided by slumping oil prices on fresh enthusiasm for a U.S.-Iran peace deal. On the stock market today, Palantir Technologies zoomed up and Dell Technologies broke out of a base. Space Exploration Technologies, known as SpaceX, surged before its quarterly report.

New rivals could weaken one of Dell's biggest growth engines

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.

The contract covers 121 megawatts of AI infrastructure at Bitdeer's Tydal campus in Norway and could expand to $8 billion if an eight-year renewal option is exercised.

Though Dell Technologies has significantly outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.

Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

July wound up as the second-straight down month of the year for most S&P 500 investors. But some stocks rallied anyway.

While the stock market has certainly had its ups and downs, certain companies are having incredible years thanks to the boom in the AI industry.

Billionaire Michael Dell reminisced about the early days of his company, sharing an early quarterly earnings report that showed the then-startup making nearly $135,000 in just three months. Dell says that that document changed his life, as it convinced his parents that he no longer needed to go back to college and pursue his degree.

The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

DELL rides on commercial PC refresh demand and AI upgrades, but memory shortages and margin pressure cloud the outlook.

The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

For Apple shareholders, here’s a way to get paid a meaningful income now, which you keep no matter what, in exchange for agreeing to sell at a price above today's if the stock keeps climbing.

Apple (AAPL) delivered earnings and revenue surprises of +1.60% and +0.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sandisk is up over 400% this year, but is in a steep downtrend along with other AI plays. The memory giant's earnings are on tap.

AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.

Dell Technologies (DELL) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Apple heads into Q3 earnings with strong iPhone and Services momentum as investors weigh AI investments, supply constraints and an elevated valuation.

Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers.

Dell Stock Tumbles After Analyst Warns of AI Server Risks

DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.

Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.

AAPL heads into fiscal Q3 earnings with strong iPhone, Services and AI momentum, but supply constraints, rising costs and a rich valuation cloud the outlook.

Dell, Life Time, Celestica and Casey's combine strong interest coverage with solid growth estimates and sharp stock gains entering H2 2026.

ASML, Sandisk, and other AI stocks struggle as investors fret over rising costs and competition from China.

In the latest trading session, Dell Technologies (DELL) closed at $426.91, marking a -2.42% move from the previous day.

Dell Technologies stock has delivered very large gains over the past five years, yet its current valuation signals still point to room between the market price and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. After such a strong run, that mix of rapid past returns and an intrinsic value signal that screens as undervalued gives investors a clear tension to assess. Over the last five years, Dell Technologies has returned about 8.6x, which puts recent enthusiasm...

One trades at 21.9x forward earnings with $8.6B in free cash flow; the other with persistent losses and satellite risk.

Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

Dell, Snowflake, Datadog and Casey's General Stores are stocks that funds are picking up amid stock market volatility.

Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Intel, Dell and Progressive headline new Zacks research, with AI-driven growth opportunities, demand trends and competitive pressures shaping their outlooks.

Dell Technologies is enjoying impressive growth due to the booming demand for AI servers.

As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care.

Dell Technologies (NYSE:DELL) has been selected by the Texas A&M Engineering Experiment Station to build IGNITE, a secure AI and high performance computing platform. IGNITE is designed to support advanced academic research with shared infrastructure and extensive security capabilities. The deployment is described as one of the largest academic AI platforms in the US, aimed at serving a wide range of research disciplines. Dell Technologies enters this project with recent stock performance...

Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.

Dell's shares popped 10% on Wednesday following positive AI reports from analysts.

Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.

Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.

SAN FRANCISCO, July 23, 2026--Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, today announced a collaboration with AMD through which Tensormesh KV cache solution and AMD virtual memory offering will work together to allow more models to be served on fewer GPUs while retaining high KV cache hit rates and throughput even with oversubscribed high-bandwidth memory (HBM). Tensormesh is working with AMD, leveraging its GPU technology and AMD Live Contex

Dell's AI server revenue exploded last quarter, but margin compression is spooking investors and capping the stock well below its potential. Here is the case for why that gap closes faster than Wall Street expects.

Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.

Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

Axon Enterprise recently expanded its board, appointing former Dell executive Vivek Mohindra and AI entrepreneur Eiso Kant as independent directors on July 8, 2026, with Mohindra joining the Audit and Compensation Committees and Kant observing the M&A and Capital Structure Committee. This board refresh brings together deep enterprise strategy and cutting-edge AI infrastructure expertise, potentially influencing how Axon develops and governs its evolving public safety technology...

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration.

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.

Six weeks ago, investors were openly questioning whether Meta Platforms' enormous spending on artificial intelligence would deliver a clear return to shareholders. Meta shares climbed 21% through mid-July, adding roughly $270 billion in market capitalization, Motley Fool reported. That rally pushed ...

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

The average brokerage recommendation (ABR) for Dell Technologies (DELL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Axon Enterprise appointed Vivek Mohindra and Eiso Kant as new independent directors to its board. Mohindra brings decades of leadership experience at large technology companies, including Dell Technologies. Kant adds founder-level experience in artificial intelligence and large-scale infrastructure. For investors tracking Axon Enterprise (NasdaqGS:AXON), these board changes arrive as the stock trades around $511.17. The shares have gained 183.9% over the past 3 years and 183.1% over the...

Super Micro Computer surged on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett Packard Enterprise also rose.

In recent days, Dell Technologies raised its fiscal 2027 revenue guidance and increased its outlook for AI-optimized server sales, reflecting stronger expectations for AI-related infrastructure demand than previously communicated. This guidance shift, supported by robust AI server order trends across competitors like Super Micro, highlights how sector-wide AI investment is increasingly validating Dell’s role in next-generation data center build-outs. Next, we’ll examine how Dell’s higher...

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett Packard Enterprise also rose.

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ

Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has been named to Newsweek's list of America's Greatest Workplaces for the second year in a row. The award recognizes companies that prioritize employee wellbeing, strong leadership, meaningful benefits and work-life balance. Integrity shares this honor with distinguished companies such as Apple, Adobe, Dell, Microsoft and Nike.

Anyone can become a millionaire. But it takes an understanding of the S&P 500. An investment of just $170,660 in January in Sandisk would be worth a million today, says data from S&P Global Market Intelligence and MarketSurge.

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

Lenovo edges Dell on price gains, valuation and analyst sentiment as AI PCs, servers and enterprise upgrades fuel long-term growth.

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies

One trades at a 12x earnings multiple while the other generates triple the revenue.

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.

Before Apple shares took off, management was repeating the same clue on its earnings calls, a clue the rest of the market seemed to be ignoring.

Welcome to IBD Live! This list of FAQs and useful links will speed your learning curve. The Ready List contains top stocks that meet our fundamental and technical screening criteria that are in or near actionable buy areas. However, IBD Live participants should analyze the chart action to determine the exact proper entries before buying. QA Summary Question Answer DELL is David Ryan's Tech stock favorite so...

Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.

Apple's growth story is undeniable, but a single, unquantified warning from management on its last earnings call created the one question that now hangs over the stock.

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

Here is how Dell Technologies (DELL) and FormFactor (FORM) have performed compared to their sector so far this year.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

While many investors focus on a slowdown in one business segment, they may be overlooking the remarkable growth occurring in another.

Dow Jones futures: Taiwan Semiconductor and GE Aero fell despite strong earnings as the AI stock sell-off continues.

The Morning Bull - US Market Morning Update Thursday, Jul, 16 2026 US stock futures are pointing higher this morning, with S&P 500 contracts up around 0.2% as investors digest a rare drop in the official US inflation report. Consumer prices fell 0.4% in June and the yearly rate eased to 3.5%, while core inflation, which strips out food and energy, held at 2.6%. That softer reading helped pull the 10 year US government bond yield toward 4.57%, which can ease pressure on borrowing costs for...

Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.

AAPL's 20% three-month rally rides on iPhone 17 demand, record Services revenues and AI, but valuation and rising memory costs cloud further upside.

Wall Street closed higher on Tuesday as cooling CPI data strengthened expectations of steady interest rates.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Investors drew confidence from strong bank earnings and a softer-than-expected inflation report

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

The technology giant is on a historic run fueled by real business strength, but every investor eyeing the stock today must ask if the ticket price already accounts for the victory lap.

IBM’s brutal second-quarter preliminary results came with some good news for artificial-intelligence hardware and cybersecurity vendors.

Dell Technologies Inc. (NYSE:DELL) is among the Best AI Stocks. On July 6, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares climbed more than 7% after President Donald Trump promoted the company from the White House following the first joint opening-bell ceremony with the New York Stock Exchange and Nasdaq. Trump said, “Go out and buy […]

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

Dell's AI Momentum Sparks Fresh Rally as Big Investor Loads Up

Dell Insider Move: Egon Durban and Silver Lake Sell $27 Million in Shares

Sandisk has major growth ahead, but the market isn't pricing it into the stock.

PENG raises its fiscal 2026 outlook as AI demand drives revenue growth, a rising backlog and stronger business visibility.

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

Dell has surged nearly 242% this year on the back of an exploding AI server business, but Wall Street analysts may still be underestimating where the stock goes next. Here is the date and the conditions that could push shares to $500.

As quantum stocks slump in 2025, ETFs like WisdomTree's WQTM and Defiance's QTUM offer diversified exposure, suiting long-term and short-term investors with differing risk and liquidity needs.

A slowing PC market has created fresh concerns, but Dell's AI infrastructure business continues to exceed expectations.

DOCN's record Q2 outlook, fueled by major AI customer commitments and longer contracts, signals stronger revenue visibility as its AI cloud platform expands.

Shares of Dell have risen significantly year-to-date, driven by soaring demand for its AI-optimized servers.

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

DELL, Brinker International, Tapestry and Alcon pair strong interest coverage with solid growth prospects amid elevated borrowing costs.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

President Donald Trump’s newly launched Trump Accounts could affect a student’s eligibility for need-based college financial aid, although the U.S. Department of Education has not yet issued official guidance on how the accounts should be reported on the Free Application...

President Donald Trump expressed his gratitude to Space Exploration Technologies Corp. President Gwynne Shotwell and her husband, Robert Shotwell, for their donation of SpaceX stock to help children achieve the American Dream through the Trump Accounts. Late Wednesday, Trump took...

Share gains and expanded partnerships are among the positive catalysts boosting Dell.

Dell stock got a bump when President Trump touted its products. But strong fundamentals are among more important factors as it eyes an entry.

Global PC shipments declined in Q2 as memory shortages constrained production, while major vendors navigated supply challenges with mixed results.

Dell Technologies stock approached a buy point on Thursday after getting an endorsement from President Donald Trump.

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

Check out the companies making headlines yesterday:

Dell Technologies stock has delivered a very large 5 year gain, yet the current checks point to an intrinsic value and market multiples that still screen as undervalued. This creates a tension between past returns and what the current price may be implying. Over 5 years, Dell Technologies has returned about 9x an initial investment, which puts extra focus on whether the current share price is now running ahead of fundamentals or not. Investor expectations around AI focused servers,...

PENG's AI customer pipeline is expanding as enterprise, sovereign AI and neocloud demand drives new wins and stronger revenue visibility.

Tech futures rose overnight after Nvidia, Dell and other AI stocks bounced and SpaceX hit a new low. Oil prices kept rising on Iran news.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 3.8% in the afternoon session after Evercore ISI raised its price target on the stock, citing strong demand for the company's artificial intelligence (AI) infrastructure.

Dell Technologies (DELL) demonstrates exceptional technical momentum with a 246% increase over the past year. DELL maintains robust fundamentals with cash flow up 313% last year. Technical indicators show a 100% “Buy” opinion from Barchart. Analyst sentiment skews positive with multiple “Strong Buy” ratings, but valuation concerns persist. Today’s Featured...

Nancy Pelosi Stock Tracker on Monday highlighted Dell Technologies Inc’s rally and told investors to “stop overthinking what stocks to buy” after President Donald Trump publicly encouraged people to buy the company’s products. Dell Extends Rally After Trump’s Endorsement The...

Dell Technologies Inc. (NYSE:DELL) is among the Best Stocks To Buy. On June 2, Raymond James said the market may be overstating the financial impact of Dell Technologies Inc. (NYSE:DELL)’s decision to end its Enterprise Computing Distribution agreement with Arrow Electronics. The firm maintained an Outperform rating on Arrow. Analyst Melissa Fairbanks said the contract’s […]

Trump's Dell Pitch Sends Stock Higher as Investors Rush In

After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.

Stock screening is especially useful when considering the thousands of stocks to choose from, though it can often overwhelm investors.

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Check out the companies making headlines yesterday:

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Trump pushed Dell stock a third time, lifting it 220% this year. But bearish options and thin margins reveal an uncomfortable catch.

These growth stocks are already on people's radars, but they look poised for further gains even after delivering solid returns.

Dell stock rallied today after President Trump told the nation, “Go and buy a Dell computer.” Here’s why DELL shares remain attractive to own despite a meteoric year-to-date rally.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the morning session after the U.S. President endorsed the company, predicting a market surge and urging investors to buy its stock.

CoStar Group expands into France, boosting its global real estate data platform and long-term recurring revenue growth prospects.

Buffett and Alphabet's founders wielded similar supervoting power to fund decade-long bets that paid off, while many examples show entrenchment of failure.

Trump accounts could power a whole new generation of investors.

Dell Technologies' AI server boom and expanding customer base support prospects, but supply constraints, margin pressure and competition loom.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Hewlett Packard Enterprise's AI and traditional server demand, record backlog, improving margins and rising free cash flow support the case for investors to accumulate shares.

Dell stock jumped after Trump urged Americans to buy a Dell, but rich valuation and thin margins could stall the rally.

The president promoted Dell during a White House ceremony marking the launch of Trump Accounts, tax-advantaged investment vehicles for U.S. children

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks on the rise to invest in. Raymond James stated that a third-party report emerged about Dell Technologies Inc. (NYSE:DELL) terminating its Enterprise Computing Distribution agreement with Arrow Electronics, adding that while “the termination itself is accurate,” the firm believes the market is “overstating the financial implications […]

Dell Technologies is rising after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

Investing.com - Dell Technologies surged more than 8% on Monday, July 6, after President Donald Trump publicly urged Americans to buy Dell computers, repeating a pattern that has now twice sent the stock sharply higher in 2026.

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b

Keel Infrastructure named Ganesh Aiyer president as the data center and energy developer advances site work across Pennsylvania, Washington, and Québec with $533 million in total liquidity.

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Dell Technologies stock still looks undervalued, based on free cash flow analysis and analysts' revenue forecasts. Moreover, shorting 2-week puts at a 6% out-of-the-money (i.e., lower) DELL strike price yields over 3.8%.

Dell Technologies, Howmet Aerospace and Cognex are top stocks to watch near buy points this week, leveraging the growth in artificial intelligence and data centers. Robinhood Markets may be an under-the-radar AI play. Profitable biotech stock Argenx also makes the cut.

The two stocks cater to different types of investors, but there's a clear winner for people who want the potential for higher returns.

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the missed opportunities in the stock. He stated: Oh, then there’s two that I’m really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the […]

Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose […]

Lenovo Group's 137% YTD surge, affordable valuation, AI server pipeline and growth projections make the stock a compelling portfolio addition.

DELL's ISG is powering growth as AI server demand, a $51.3B backlog and infrastructure refresh cycle reinforce its fiscal 2027 outlook.

Trump expects Musk may join Micron and Dell in backing child investment accounts launching July 4.

In late June 2026, DXC Technology announced the general availability of DXC Private Cloud+, a Dell-powered hybrid private cloud operated by its DXC OASIS platform, aimed at enterprises and governments running sensitive, regulated and AI workloads with strict data sovereignty and compliance needs. The three-tier offering, Core, Dedicated and Government, gives organizations a way to combine consumption-based economics with tighter control over critical data, offering an alternative to relying...

The tech giant's recent run feels like a can't-miss opportunity, but its real value to your portfolio is more subtle than you think.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 8.6% in the afternoon session after AI-linked stocks pulled back amid fears that AI-driven chip demand may be cooling.

MSFT expands its new Surface rollout to Thailand as AI-focused upgrades aim to lift premium hardware appeal amid ongoing device business headwinds.

Dell Technologies (NYSE:DELL) released peer reviewed research on sleep and eye health outcomes for users of Dell XPS laptops with Eyesafe Display and Eyesafe IQ. The study reported measurable improvements in sleep quality, eye comfort, and productivity among evening users, with Eyesafe IQ delivering the strongest effects. In parallel, Dell introduced new AI infrastructure products, including the PowerEdge XE8812 server built around advanced NVIDIA technology for intensive workloads. Dell...

June didn't pan out as a great month of the year for most S&P 500 investors. But some stocks absolutely rocked.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 18.4% over the past six months. At the same time, the S&P 500 was up 9.3%.

Dell Technologies (NYSE:DELL) at $414.61 is a hold. The stock has tripled in six months on AI server demand, and with shares sitting just below a 52-week high of $469.47, the risk/reward is no longer one-sided. Dell is the world’s largest enterprise server vendor and dominant force in commercial PCs, now the go-to integrator for ... Dell Nearing 52-Week High: Buy, Sell or Hold?

Leveraged single-stock ETFs tied to chip and AI winners soared as Wall Street wrapped up a strong first half of 2026.

According to the average brokerage recommendation (ABR), one should invest in Dell Technologies (DELL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Microsoft, Exxon Mobil and Dell headline Zacks' latest research with updates on AI, energy and infrastructure growth opportunities.

DXC Technology (NYSE: DXC), a leading enterprise technology and innovation partner, today announced that its DXC Private Cloud+ is now generally available. The solution delivers public cloud–like flexibility and pricing while maintaining full control over sensitive data and workloads. Powered by Dell Technologies infrastructure like servers, storage, and cyber resilience solutions and operated by DXC OASIS, DXC's intelligent orchestration platform, Private Cloud+ helps organizations innovate mor

(Bloomberg) -- CIA Director John Ratcliffe vowed to step up the agency’s efforts to deploy artificial intelligence and quantum computing, stressing that rapid developments in emerging technologies are changing the nature of geopolitics.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s

Microsoft's AI momentum, Azure expansion and Copilot adoption drive growth, but capacity limits, competition and regulation remain key challenges.

The company’s gross margin declined by 26% since Dell first reported AI server revenue over a year ago as servers surpass computers and laptops.

Dell Technologies (NYSE:DELL) has gone from value-tech afterthought to one of the most consequential AI infrastructure plays in the market, and the chart proves it. The stock is up 227.78% year to date and 245.18% over the past year, yet our model still sees room to run. Our 24/7 Wall St. price target for Dell ... Dell Stock Price Prediction: The Case for 20%+ Upside

EMC's earnings accelerated over four quarters, surging a massive 300% just before it hit a buy point, as sales jumped 38%.

Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

Dell Technologies Inc. (NYSE:DELL) is one of the 10 AI Stocks That Are Surging. On June 11, Dell Technologies Inc. (NYSE:DELL), along with its affiliates Dell International L.L.C. and EMC Corporation, announced plans to issue $3 billion in senior unsecured notes. The offering consists of three tranches maturing in 2031, 2034, and 2037, carrying interest […]

Dell Technologies Inc. (NYSE:DELL) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Even though near-term tailwinds exist for Dell Technologies, one analyst firm believes that its current valuation and long-term competitive risks leave little room for upside. On June 25, GF Securities analyst Jeff Pu downgraded the […]

Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.

Intel, Palantir and Dell are positioned to benefit as Big Data and AI demand grows across finance, healthcare, retail and manufacturing.

(Bloomberg) -- Officials from the Nasdaq and the New York Stock Exchange plan to ring the opening bell from the Oval Office to mark the launch of Trump Accounts for minors, top White House economic adviser Kevin Hassett announced. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on Boa

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds. On June 8, Advanced Micro Devices, Inc.’s (NASDAQ:AMD) Chair and CEO, Dr. Lisa Su, announced the company’s commitment to invest up to £2 billion over the next five years in the United Kingdom. Dr. Su made […]

Nvidia stock has pulled back from its May peak and is gradually approaching bear market territory. The shares have fallen nearly 20% from their year-to-date high, erasing billions of dollars from Jensen Huang’s fortune and inflicting losses on investors. Jensen...

A name not exactly known for being an artificial intelligence player is making major inroads by offering simple-but-comprehensive platform solutions.

Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.

Qualcomm aims to diversify beyond smartphones, targeting non-smartphone chips to be one-third of sales by 2029.

For those willing to pay a price and carry the risk, ETFs do exist that combine market-beating returns with high dividend yields.

International Business Machines Corporation (NYSE:IBM) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Morgan Stanley lifted its price objective on the company’s stock to $267 from $225, and maintained an “Equal Weight” rating on the shares. As per the analyst, Dell and HPE earnings demonstrate that the enterprise server demand […]

Dell Technologies Inc. (NYSE:DELL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 26, 2026, Dell Technologies Inc. (NYSE:DELL) is ending its decade-long distribution relationship with Arrow Electronics’s (ARW) ECS unit after a formal review and RFP process for its North American distribution business, CRN’s Joseph […]

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

TD Synnex (SNX) delivered a strong fiscal Q2, driven by accelerating Hyve growth, market share gains

Dell Technologies Inc. (NYSE:DELL) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. Following Dell Technologies Inc. (NYSE:DELL)’s first-quarter fiscal 2027 results, Goldman Sachs boosted its price objective for the stock to $500 from $230 with a Buy rating on June 1. The company posted earnings per share of […]

STORY: :: AppleApple is hiking prices as the cost of memory chips skyrockets.Its lowest priced laptop will jump from $599 to $699, with iPad prices also rising.For now at least, the iPhone is unaffected.Apple says it can no longer avoid passing on rising costs to consumers.The price of memory chips jumped by around 98% in the first quarter, and has continued to soar ever since.That is driven by the boom in AI data centers.Companies like Nvidia have signed big deals with chipmakers, leaving consu

Tesla and SpaceX CEO Elon Musk gave his sign of support to the announcement posted by founder Michael Dell on X.

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Shares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade

Dell Technologies' record AI backlog, lower valuation and broad AI ecosystem put it ahead of SanDisk as AI infrastructure demand accelerates.

The stock market is leaving Big Tech stocks in the dust. The Dow surged 644 points, or 1.2%, while the S&P 500 gained 0.4%. The Nasdaq, which was up nearly 1% at the open, was down 0.4%. More than four-in-five S&P 500 stocks were set to close higher, but the Roundhill Magnificent Seven ETF dropped 2%.

WeRide GENESIS received two major industry awards within days, including the 2026 ATTI Simulation Innovation Award and “Overall Gen-AI Solution of the Year” at the 2026 AI Breakthrough Awards.Physical AI world model enables large-scale autonomous driving simulation, training, and validation.Reduces autonomous driving data collection and annotation costs by more than 75%.Powers WRD 3.0, WeRide’s end-to-end ADAS solution, supporting global commercialization and deployment. GUANGZHOU, China, June 2

With Dell Technologies stock on many watchlists, you might be wondering whether the current price still lines up with the underlying value or if most of the easy gains are already behind it. The stock last closed at US$434.06, with returns of 3.5% over the past week, 47.0% over the past month, 239.6% year to date, and a very large 1 year return of 265.8%. This naturally raises questions about what is already priced in and how much risk you are taking on at these levels. Recent coverage has...

Contract electronics manufacturer Jabil's growth rate is accelerating due to the increasing contribution from its AI-related businesses.

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

Dell Technologies has significantly outperformed the Technology industry over the past year, and analysts are moderately optimistic about the stock’s prospects.

There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

Demand for Dell’s AI servers continues to outpace supply, and Dell is benefiting from a record backlog.

Dell Technologies' AI push accelerates with a record $51.3B backlog, new NVIDIA-powered servers and strong Q2 guidance driven by AI demand.

DELL, MPWR and HPE pair AI infrastructure momentum with strong long-term EPS growth and notable short-term price upside.

DUBLIN, June 24, 2026--A team of Irish founders has committed €8 million to Nvidia Blackwell GPUs, including the latest B300 chips, to launch TensorX, a sovereign AI inference platform designed for Europe's AI builders, trusted by regulated industries and already generating revenue from paying customers. The company was founded by Shane Morton, is part of the NVIDIA Inception program and is partnering with Dell on sourcing GPU hardware.

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

The company just posted a record-breaking quarter, but the most compelling part of its story might be the sales it couldn't even make.

Dell Technologies' growth has accelerated significantly due to AI, and it seems well-placed to sustain its impressive momentum amid booming demand for AI servers.

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

Super Micro Computer (NasdaqGS:SMCI) has been named a global system builder and launch partner for NVIDIA’s new Vera Rubin NVL4 AI platform. The company unveiled next generation, liquid cooled data center rack solutions aimed at large scale AI and scientific workloads. This announcement highlights Super Micro’s role in supplying infrastructure for the Vera Rubin ecosystem, alongside NVIDIA and Dell. Super Micro Computer, trading at $35.46, is drawing fresh attention as it moves deeper into...

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 15.2% in the afternoon session after NVIDIA unveiled the Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, where Super Micro was named alongside Dell as a global system builder launching custom Vera Rubin NVL4 racks.

Dell Technologies Inc. (NYSE:DELL) is considered a pure-play data center stock as its Infrastructure Solutions group sells PowerEdge servers and storage systems directly to data centers, enterprises, and cloud providers. It is also one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. ​The stock has gained more than 76% over […]

Super Micro Computer (NASDAQ:SMCI) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%. The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro ... Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade

HAMBURG, Germany, June 22, 2026--ISC--Dell Technologies (NYSE: DELL) introduces the Dell PowerEdge XE8812 server, a new addition to the Dell AI Factory with NVIDIA, purpose-built for the world's most demanding HPC and AI workloads, featuring NVIDIA Vera Rubin NVL4 architecture and delivering up to 144 GPUs per rack. The announcement comes as Dell AI Factory deployments accelerate worldwide, advancing sovereign AI initiatives, engineering and design workflows, and genomic science.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Recent Performance Signals Around Dell Technologies Stock Dell Technologies (DELL) has drawn attention after a sharp move in its share price over the past month, with the stock up 62% while the past 3 months show a gain of about 160%. For context, the company reports annual revenue of about US$134b and net income of roughly US$8.4b. This helps frame the scale of the business behind the recent share price reaction. Over shorter periods, Dell Technologies has seen mixed trading, with the stock...

Dell Technologies (NYSE:DELL) has staged one of the most dramatic comebacks of the AI cycle, with shares up 235.68% year to date through June 17. The question now is whether the rally has further to run, or whether the easy money is already in the rearview. Our 24/7 Wall St. price target for Dell points ... Prediction: Will Dell Hit $500 This Year?

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Dell Technologies (NYSE:DELL) ranks #6 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]

Dell Technologies Inc. (NYSE:DELL) is one of the fastest-growing AI infrastructure stocks to buy. On June 1, 2026, Dell said it had become the first company to ship systems built on NVIDIA’s Vera Rubin platform, delivering Dell PowerRack systems with PowerEdge XE9812 servers based on NVIDIA Vera Rubin NVL72 to CoreWeave. The shipment strengthens Dell’s […]

President Donald Trump purchased between $1 million and $5 million in Dell shares on February 10, 2026, nine days before telling a crowd in Rome, Georgia, to “go out and buy a Dell computer” on February 19, 2026. Dell Technologies (NYSE:DELL) was trading around $120.55 on February 9 when the trade was disclosed, and the ... This Is Trump’s Most Controversial Trade of 2026

Michael Dell’s acquisition of EMC in 2016 laid the groundwork for Dell Technologies’ leadership in AI servers.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 10% in on Thursday, June 18, trading at $30 and change. The move makes Super Micro Computer stock the clear standout among major AI server names on the tape today. By contrast, Dell Technologies (NYSE:DELL) stock is flat at $417, while Hewlett Packard Enterprise (NYSE:HPE) stock is ... Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?

Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

The Computer - Micro Computers industry participants like AAPL and DELL are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.

Super Micro Computer's planned capital raise aims to fund AI server demand, debt repayment and expansion as it scales datacenter infrastructure capacity.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Bread Financial stock delivered strong earnings and improving credit performance, but investors must weigh future growth prospects against a higher valuation.

Stock Market Today: The Dow Jones index rose Wednesday before the Fed's decision and fell after Fed Chair Warsh's comments. SpaceX stock is on the move.

Stock Market Today: The Dow Jones index rises Wednesday before the Fed's decision and Fed Chair Warsh's comments. SpaceX stock is on the move.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Stock Market Today: The Dow Jones index rises Wednesday before the Fed's decision and Fed Chair Warsh's comments. SpaceX stock is on the move.

Dell Technologies Inc. (NYSE:DELL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Noting that the stock is up 155% since the end of March, a caller asked if it is a buy, sell, or hold. In response, Cramer stated: You want […]

The quarterly payout remains unchanged as investors keep their focus on Dell's AI server demand.

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

Dell Technologies, Hewlett Packard and Taiwan Semiconductor stand out as dividend-growth stocks as investors seek stability amid falling oil prices.

Dell announced a $0.63 per share dividend, payable on July 31.

XTX Markets’ Finnish unit has filed a lawsuit against Dell Technologies (NYSE:DELL) over alleged server price increases tied to data center contracts. The dispute involves around US$70 million and centers on pricing for infrastructure that supports high performance trading operations. This legal action is separate from Dell’s recent activity around AI infrastructure and focuses on how large enterprise clients are charged for hardware. Dell Technologies sits at the heart of global enterprise...

The market may still be mispricing Dell's AI opportunity.

Analysts have raised 2027 revenue forecasts for Dell Technologies, implying higher FCF and price targets. Shorting out-of-the-money DELL puts is attractive now. A 10% OTM put expiring in one month yields 4.9%.

Global oil prices hit a 3-month low, and stocks like DELL stand out for revenue growth, earnings outlooks, and dividend payouts.

MERRIMACK, N.H., June 16, 2026--Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading provider of information technology solutions to business, government, healthcare, and education markets, is proud to announce that it has been named the 2026 Dell Technologies North America Channel Services Sales Partner of the Year. This prestigious recognition highlights Connection’s commitment to delivering innovative, outcome-driven solutions and services that help organizations accelerate their digital

Dell Technologies Inc. (NYSE:DELL) is one of the 10 best computer hardware stocks to buy for the next 5 years. On May 29, David Vogt of UBS significantly increased the price target from $243 to $440 for Dell Technologies Inc. (NYSE:DELL), resulting in a revised upside potential of almost 12%. The analyst also maintained his […]

Last month, Dell won a $9.7 billion Pentagon contract to consolidate Microsoft systems for the military, intelligence community and ​the U.S. Coast Guard.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 3.8% in the morning session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The average brokerage recommendation (ABR) for Dell Technologies (DELL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Earlier this month, AMD announced plans to invest up to £2.00 billion in the UK over five years, alongside new AI supercomputing collaborations with Dell Technologies, the University of Cambridge and Oriole Networks that expand national research and AI infrastructure. By anchoring cutting-edge systems like the Zenith and Sunrise AI supercomputers and backing photonic-networked inference research, AMD is embedding its GPUs and CPUs at the core of the UK’s long-term AI and high‑performance...

Dell is riding powerful AI and server tailwinds, steadily expanding market share while growth forecasts keep moving higher.

CoreWeave Inc. (NASDAQ:CRWV) is one of the best young stocks with the highest upside potential. On June 1, CoreWeave announced it had completed the industry-first bring-up and full validation of NVIDIA Vera Rubin NVL72 on its cloud platform. This makes CoreWeave the first AI cloud provider to deploy and operationalize the system at rack scale, […]

Momentum plays are still providing strong returns despite threats to the market, and these ETFs can help to diversify across growth areas.

StockBrokers.com director of investor research Jessica Inskip shares her perspective on the AI trade is broadening on newer innovations.

Penguin Solutions (NasdaqGS:PENG) is gaining traction from broader AI customer adoption, including collaborations with high profile industry players. The company recently launched its integrated AI Factory Platform, targeting end to end AI infrastructure needs. Penguin Solutions has been recognized as Dell Technologies’ Americas AI Partner of the Year, adding third party validation to its AI positioning. Diversification away from hyperscaler centric demand is improving revenue visibility and...

ADBE tops Q2 earnings and revenue estimates as AI-first ARR surpasses $500M, but shares fall despite raised Q3 and fiscal 2026 guidance.

HP has outperformed its industry peers recently, yet analysts remain cautious about the stock’s prospects.

Super Micro Computer's software push is boosting AI data center deployments as rising software revenues and integrated infrastructure expand its platform strategy.

Management has gone quiet on the geopolitical cost pressures that once dominated its calls, but the new, unquantified component headwind they're flagging instead could pose a more direct threat to record profits.

Here is how Dell Technologies (DELL) and Ceva (CEVA) have performed compared to their sector so far this year.

NVIDIA leads AI, but Micron and Dell are gaining faster as AI memory demand and infrastructure spending surge.

Mizuho raised its price target on SanDisk to $2,200,

Marc Chaikin identifies Argan, MasTec, and Quanta Services as AI infrastructure plays with strong earnings records and recent pullbacks from recent highs.

Apple (AAPL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough.

Super Micro faces strong AI server demand, but investors need evidence that new financing will convert orders into profitable sales.

Dell's cloud and AI infrastructure momentum drives record ISG revenues, with a $51.3B AI backlog and demand continuing to outpace supply.

ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.

Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?

After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.

Unisys (NYSE: UIS) has been named the Dell Technologies 2026 Global Alliances Americas Data Center Partner of the Year. The award recognizes Unisys for its exceptional leadership in advancing Dell Technologies data center portfolio, underscoring the company's expertise across complex environments and commitment to delivering scalable, secure infrastructures. Unisys accepted the award at Dell Technologies World 2026 in Las Vegas and attended the annual event as a Dell Titanium Partner and sponsor

What a time it’s been for Dell. In the past six months alone, the company’s stock price has increased by a massive 160%, reaching $361 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Performing Growth Stocks So Far in 2026. On June 1, Truist Securities increased its price target on Dell Technologies Inc. (NYSE:DELL) from $170 to $360 while keeping a Hold rating on the stock. The research firm pointed to exceptionally strong demand and limited supply conditions. […]

On June 10, 2026, investors reassess a fast-growing AI server leader as massive financing reshapes its growth and dilution calculus.

Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.

If you are wondering whether Dell Technologies at US$381.78 is still offering value or has already run too far ahead, the recent share performance raises some important questions to answer. The stock has fallen 12.3% over the past week, but is up 46.6% over the past month, 198.7% year to date and 242.2% over the past year, with a very large 3 year and 5 year return that is around 7x. Recent headlines around Dell Technologies have focused on its role in powering new AI related workloads and...

Super Micro Computer (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL) just reported quarters that tell opposite stories about the AI server boom. Dell crushed expectations with $43.84 billion in Q1 FY27 revenue and raised its full-year outlook sharply. Supermicro grew fast but missed consensus expectations while a board review hangs overhead. Two AI server leaders, ... Super Micro Computer vs Dell Technologies: The Better Stock For 2026

Dell Technologies (NYSE:DELL) has been fundamentally reshaped over the past decade. Michael Dell took it private in 2013, used the $67 billion EMC acquisition in 2016 to pivot from PCs into enterprise storage and infrastructure, then relisted on the NYSE in December 2018. That leaves roughly seven and a half years of post-relisting price history ... From PC Maker to AI Giant: How Dell Rewarded Patient Investors With Nearly 1,900% Gains and AI Capex Determines The Future

SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.

The consensus price target hints at a 27.3% upside potential for Dell Technologies (DELL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Penguin's expanding AI customer base and AI Factory Platform are boosting revenue visibility as enterprise AI deployments scale globally.

The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.

Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits

MU and DELL surge more than 200% in 2026 as AI infrastructure demand grows beyond NVDA's GPUs.

AMD (NasdaqGS:AMD) has announced a multi billion pound investment in AI supercomputers and related infrastructure in the UK. The plan includes partnerships with Dell, the University of Cambridge, UK Atomic Energy Authority, Imperial College, and Oriole Networks. The projects aim to support sovereign AI capabilities, fusion research, and national computing capacity for science and industry. For investors tracking semiconductor and AI infrastructure companies, this move puts AMD's UK presence...

US equity indexes were lower on Tuesday amid a technology stocks sell-off and despite progress in US

US equity indexes dived following a sharp sell-off in technology, led by semiconductors, in midday t

Shares of Super Micro Computer (NASDAQ:SMCI) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in a coordinated risk-off move across the AI infrastructure complex. The selling comes as the broader market also weakens, with the S&P 500 ETF down 1.5% to 2% ... Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 1 that NVIDIA Corporation (NASDAQ:NVDA) unveiled a new chip that incorporates AI capabilities directly into desktop computers and laptops. CEO Jensen Huang stated that the RTX Spark PC chip is part of the company’s […]

ACN gains from strong demand in cloud, cybersecurity and AI, while acquisitions and expanding client engagements support its growth outlook.

Investing.com -- Dell Technologies and Hewlett Packard Enterprise remain attractive plays on both artificial intelligence infrastructure spending and a recovering enterprise hardware market, even after sharp gains in their share prices this year, Barclays said in a research note on Tuesday.

The broad stock market is really taking things into overdrive, and that’s thanks primarily to the new class of heavy-lifters referred to by Ben Emons as the “Parabolic 7.” Indeed, it’s a fitting name for the new leadership group leading tech and the indices higher. But that’s not to say investors should neglect the Magnificent ... Meet the Parabolic 7. The Group Leaving the Mag 7 in the Dust

A triple! Talk about an insane gain in the S&P 500 for the year — and June isn't even half over yet.

After a powerful run, the biggest vulnerability for one of the world's most valuable companies may be the very thing that made it so successful: its extraordinary profitability.

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Dell's ISG revenues surge 181% to $29B on AI partnerships, while total revenues rise 88% as AI server demand and backlog fuel a strong growth outlook.

AHEAD, a leading provider of cloud, security and advanced data center and infrastructure solutions, announced that Dell Technologies has named the company its 2026 North America Channel Partner of the Year.

The initiative includes partnerships spanning supercomputing, photonic networking and scientific research.

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, on

News Highlights: £2bn investment over five years to support advanced computing, scientific research and workforce development across the United Kingdom.New strategic partnerships with Imperial College London and Oriole Networks will help advance AI, quantum and next-generation computing research.AMD and Dell Technologies are supporting the University of Cambridge's Zenith AI supercomputer and Sunrise fusion AI system, helping expand the UK's sovereign AI infrastructure.AMD Instinct™ GPUs, AMD EP

President Donald Trump recently bought shares of Dell Technologies (NYSE:DELL) before publicly urging consumers to purchase Dell products. Senator Elizabeth Warren has raised conflict of interest concerns around this trading activity and subsequent endorsement. The episode has brought fresh political and governance scrutiny to Dell, adding a new angle to the story around the company. Dell Technologies sits at the center of the global PC and enterprise hardware market, with exposure to...

Is DELL a good stock to buy? We came across a bullish thesis on Dell Technologies Inc. on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on DELL. Dell Technologies Inc.’s share was trading at $435.31 as of June 2nd. DELL’s trailing and forward P/E were 53.68 and 25.38 […]

Wall Street analysts weighed in on tech's sell off this week as the blisterin AI trade took a breather.

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

The stock price has quadrupled over the past year as server demand for AI explodes.

Both companies posted record quarterly results amid unprecedented demand.

Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.

Dell Technologies (DELL) is in focus after reporting historic quarterly results, with revenue and earnings far ahead of expectations, very large AI server growth, and a sharply higher full year revenue outlook. See our latest analysis for Dell Technologies. Despite a sharp pullback in the last week, with the 1 day and 7 day share price returns both down around 6%, Dell’s 30 day share price return of 65% and year to date share price return above 200% highlight powerful momentum built around...

The company's recent growth has been impressive, but a look at its longer-term trend reveals the real test for its premium valuation.

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

Trump bought millions of dollars worth of ServiceNow stock on Feb. 10, but shares has crashed since the start of the year.

Dell’s AI server business is driving record revenue growth, higher guidance, and a powerful stock rally in 2026.

With tremendous growth and positive catalysts, DELL stock looks very attractive currently.

A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.

US lawmakers' personal stock holdings are increasingly weighted toward tech and crypto. Yahoo Finance Washington Correspondent Ben Werschkul breaks down the details and goes over the ethical implications.

Broadridge's recurring revenue base, Itiviti-driven growth and steady dividends support its outlook despite liquidity and market risks.

Before the big run-up, management was telling a surprisingly consistent story about a new growth driver, if you knew how to listen past the noise.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best American Stocks to Buy and Hold for the Next Decade. On May 31, 2026, Bernstein analyst Mark Newman raised the firm’s price target on Dell Technologies Inc. (NYSE:DELL) to $500 from $280 and maintained an Outperform rating on the shares. Newman said Dell reported “exceptionally […]

Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds

HPE shares have more than doubled in 2026.

NVIDIA Corporation (NASDAQ:NVDA) is one of the top Goldman Sachs tech stocks to buy now. NVIDIA is one of Goldman Sachs’ largest holdings, with an accumulated value of almost $31.55 billion. NVIDIA Corporation remains at the center stage of AI innovation, and the average price target of $298 implies an upside of over 32% as […]

May turned out as one of the best months of the year so far for most S&P 500 investors. But some stocks did even better than the index.

Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.

Investors in Micron Technology (MU) stock have laughed all the way to the bank over the past year, especially those who bought into the AI memory story early. Putting the rally in context, Micron stock has gained almost 100% in the past month alone and over 350% over the past six months, ...

Dell Technologies (NYSE:DELL) is set to be among the first PC makers to launch premium AI PCs powered by Nvidia's new RTX Spark chip starting in the fall. The company plans to introduce AI focused laptops and desktops that pair RTX Spark with Microsoft Windows on Arm. This move extends Dell's existing work in AI infrastructure into consumer and business PCs through deeper partnerships with Nvidia and Microsoft. Dell Technologies, trading at $421.08, has drawn intense attention, with the...

While AI chip stocks like Broadcom (AVGO) have hit some speed bumps this week, should investors still be betting on the long-term resiliency of the AI trade? MassMutual head of investment strategy Kelly Kowalski tells Julie Hyman why this may be considered a "healthy" pause for AI stocks.

Before the big run, the most important clues about Apple’s future weren’t in the spreadsheets but in how the company described its own AI rollout.

On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.” Nine days earlier, his portfolio had picked up between $1 million and $5 million of Dell Technologies (NYSE:DELL) stock, per a government ethics filing. Retail investors watching did not ... If You Listened to Trump and Bought This ETF in February, You’d Be a Millionaire Today | $110K to $1M

Dell's recent stock rally helped propel CEO Michael Dell up the ranks of the world's richest people.

Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.

Dell’s results for Q1 were met with a strongly positive market response, reflecting significant outperformance versus Wall Street expectations. Management attributed the surge in results primarily to broad-based customer demand across all segments, with particular strength in AI infrastructure, servers, and storage. CEO Jeffrey W. Clarke noted that Dell’s execution in a challenging supply environment, combined with robust product launches and expansion of its AI factory platform, drove the quart

Record breaking quarterly results have led to a surge in DELL shares, with the company benefiting in a huge way from the AI buildout.

Dell Technologies surged after a strong earnings beat, fueled by booming AI demand, record orders and a growing AI server outlook.

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer noted that “we should have been buying it” instead of being scared, as he remarked: We spend a huge amount of time around here pondering the supposed overvaluation of tech. It’s right […]

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?

Dell's momentum could continue well beyond this quarter.

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

President Donald Trump has never been shy about telling Americans where to put their money. In February 2026, he told a crowd in Rome, Ga., to "go out and buy a Dell computer." According to a People.com report, Trump praised Dell founder and CEO Michael Dell at the State of the Union. He said it ...

The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.

Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.

DELL and GCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 3rd, 2026.

The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively ... A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words

Before the stock took off, management gave investors a live A/B test on its most important product, and the results were unambiguous.

AAON, GRC, APC, DELL and NKSH have been added to the Zacks Rank #1 (Strong Buy) List on June 3rd, 2026.

Dell Technologies (NYSE:DELL) has secured a $10b, five year software and cloud infrastructure contract with the US Department of Defense. The agreement consolidates a range of IT and cloud services for the DoD and is expected to deliver significant annual cost savings for the government. The deal highlights Dell's expanding role in US government AI and cloud infrastructure, alongside growth in AI focused server activity. For investors tracking NYSE:DELL, this $10b Department of Defense...

US stocks wavered at the open as Wall Street weighed the promise of the AI trade against fragile US-Iran negotiations.

Hewlett Packard Enterprise stock rallies on blockbuster Q2 and impressive guidance. Loop Capital raises price target on HPE shares to $75.

Dell's phenomenal Q1 earnings report reveals a tectonic shift in the AI market. As the ultimate "general contractor" of the new AI buildout wave, Dell is positioned to capitalize on infrastructure spending beyond Big Tech.

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 4.5% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.

A Storage Devices Stock with Estimates on an Upward Trajectory and a Computer Stock with Blockbuster Earnings Results.

Dell Technologies stock slid on Tuesday and the PC and server maker snapped a recent eight session winning streak. Fellow AI server maker Super Micro Computer Inc. had a much better session. Dell has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware.

US stock futures traded flat as Wall Street weighed the promise of the AI trade against fragile US-Iran negotiations.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 17.7% in the afternoon session after the company reported Q2 FY2026 results that produced its biggest earnings beat since February 2018.

Dell’s AI server boom is transforming the company from a PC maker into one of the market’s hottest AI infrastructure plays.

HPE sees 31% fiscal-year revenue growth as AI demand lifts servers, networking, and earnings expectations.

Data from Autopilot, Unusual Whales and the president’s trust shows he’s holding stocks like DELL, PLTR that Trump himself publicly told America to go buy.

Hewlett Packard Enterprise stock soared on Tuesday after earnings showed the information tech company is greatly benefiting from the artificial intelligence revolution. HPE reported fiscal second-quarter adjusted earnings of 79 cents a share on revenue of $10.7 billion after the stock market closed on Monday. The strong results came from rising demand for HPE’s products, like servers and networking solutions.

Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.

Dell Technologies stock was sliding on Tuesday, putting the PC and server maker on track to snap a recent winning streak. Fellow AI server maker Super Micro Computer Inc. was having a much better start to the session. Its shares rose 7.2% on Tuesday, having jumped 26% over the previous five trading sessions.

Nvidia stock rises Tuesday after advancing 6% to start the week. Shares are extended from their 50-day moving average.

The AI revolution is driving HPE stock higher.

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

U.S. stocks ended marginally higher on Monday, the first trading day of June, led by a tech rally following the launch of a new chip for PCs, while investors closely watched developments in negotiations with Iran.

G rides on AI, agentic operations and large deal wins as its ATS segment grows rapidly. Its talent costs and slower-growth dynamics remain concerns.

Even the strongest bull markets can move too far, too fast. Select AI giants are in the crosshairs.

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

HPE enters the AI stock discussion in a big way.

Dell stock could have more upside after a sizzling run.

Dell Wins Over Morgan Stanley as AI Demand and Market Share Surge

Anthropic files confidential IPO paperwork, Marvell can be the next trillion-dollar company, IBM stock notches record high, and more news to start your day.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boos

Hewlett Packard Enterprise (NYSE:HPE) delivered record second-quarter results on Monday, prompting the company to bring forward key long-term financial objectives by two years as surging investment in AI data centres drives demand for its server and networking solutions. The strong performance sent HPE shares up around 28% in premarket trading on Tuesday.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

MSFT is benefiting from AI momentum, Copilot adoption and accelerating Azure growth, even as capacity constraints persist.

Hewlett Packard Enterprise shares surged 28% on Tuesday after a rosy quarter that put it on track to hit ‌long-term financial targets two years ahead of schedule, the latest ‌evidence of strong demand for its AI servers used in data centers. HPE's shares, which had nearly doubled ‌this year as of ⁠last close, are on track to record their biggest one-day percentage gain. "The year of refresh" for enterprise IT ​equipment, AI modernization and product ‌updates is also benefiting the companies, P

HPE stock was poised to open sharply higher on Tuesday after a blowout quarter for the maker of servers and networking products.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

Shares of creative software giant Adobe (NASDAQ:ADBE) jumped 5.8% in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Super Micro Computer Inc. (NASDAQ:SMCI) is one of the stocks discussed by Jim Cramer. Server hardware firm Super Micro Computer Inc. (NASDAQ:SMCI)’s shares are up by 48% year-to-date and by 15% over the year. Recently, the firm is once again under […]

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Hewlett Packard Enterprise Company (NYSE:HPE) is one of the stocks discussed by Jim Cramer. Enterprise hardware firm Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by 149% over the past year and by 78% year-to-date. JPMorgan discussed the firm on May […]

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Dell Technologies Inc. (NYSE:DELL) is one of the stocks discussed by Jim Cramer. Computer hardware firm Dell Technologies Inc. (NYSE:DELL) was in the news earlier this week after its latest financial results saw the firm post meteoric revenue and net income […]

Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Entering June in the Wrong Direction. Qualcomm snapped a two-day winning streak on Monday, shedding 8.78 percent to finish at $228.99 apiece, as investors resorted to profit-taking following the previous trading day’s record high, while digesting the impact of Nvidia Corp.’s foray into the devices market. […]

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks even though the shares have remained lackluster this year. Year-to-date, the stock is up by a […]

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 7.7% in the afternoon session after competitor Nvidia unveiled its new RTX Spark superchip, a powerful processor for Windows PCs that directly challenges Qualcomm's Snapdragon series.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 9.4% in the afternoon session after it continued to rally extending double digit gains from the previous session, which was driven by two forces: Snowflake's blowout Q1 results showing enterprise AI adoption is accelerating rather than disrupting software demand, and Dell's confirmation that enterprises are committing to full-stack AI infrastructure at a scale nobody had modelled.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 9.4% in the afternoon session after the company benefited from a sector-wide rally in artificial intelligence (AI) server stocks and announced a new server designed for AI workloads.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 9.5% in the afternoon session after it continued a rally from the previous trading session as the company posted record-breaking fiscal first-quarter results driven by surging demand for its artificial intelligence (AI) servers.

Dell’s newly raised $60 billion target underscores booming demand, giving investors another reason to keep the stock on watch.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boo

Today, June 1, 2026, investors are weighing a revenue and earnings beat against surging AI infrastructure demand and record trading volume.

If Dell Technologies’ latest earnings call is any indication, companies are rushing to lock in AI server capacity much like consumers rushed to stock up on toilet paper during the early days of the pandemic — securing supply now before...

Hewlett Packard Enterprise (NYSE:HPE) posted record second-quarter results on Monday and accelerated its long-term financial goals by two years as expansion of AI data centers boosts demand for its servers and networking products.

Nvidia has introduced the RTX Spark Superchip and Vera data center processor, both built on Arm architecture. The products target AI focused PCs and data centers and are set to be deployed through partners such as Dell and Lenovo. Arm Holdings (NasdaqGS:ARM) reports substantial customer interest in its AGI CPUs, with demand described as doubling. The announcement highlights an expansion of Arm’s role from IP licensing into deeper hardware partnerships across AI computing. Arm sits at the...

Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal y

A resurgence in software stocks is carrying the S&P 500 and Nasdaq to fresh highs despite the latest Iran war worries. The Nasdaq was up 0.5%, while the S&P 500 was up 0.2%. The Dow was down 102 points, or 0.2%.

The company recently posted a stellar quarter with its growth rate rising to 88%.

Iran deal hopes, AI-fueled tech gains and Dell's upbeat outlook lifted stocks to record highs, while inflation fears and space-stock volatility persisted.

Nvidia stock rises to start the month after the company announces it is entering the Windows laptop market.

Dell stock was gaining again after it unveiled its XPS 13 laptop, a direct rival to the Apple MacBook Neo.

Dell Surges as Bernstein Sees Massive Upside From Exploding AI Demand

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock’s massive rally, as he commented: When we look back, I wonder if we’ll say this was that moment when Dell simply took over the hardware computer space […]

Dell shares skyrocketed after blockbuster AI-driven earnings and a massive guidance hike. These Dell-heavy ETFs could benefit next.

Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.

Dell Technologies (DELL) is outperforming peers in navigating semiconductor supply shortages, Morgan

(Bloomberg) -- A nearly six-month old video of Donald Trump praising International Business Machines Corp.’s CEO sent the shares surging as much as 10% on Monday to a record high, adding more than $28 billion to the company’s stock-market value. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionRussia Finance Officials Tell Putin War Spending Is UnaffordableA Rare ‘Super’ El Niño Is Looking More Likely.

Wall Street closed at record highs on Friday, driven by a tech rally as oil prices dropped and investors looked forward to a potential U.S.-Iran peace deal.

Dell stock was gaining again after it unveiled its XPS 13 laptop, a direct rival to the Apple MacBook Neo.

EL SEGUNDO, Calif., June 01, 2026--The Redesign Group ("Redesign"), a global technology and cybersecurity solutions provider and consulting firm, today announced it has been named Dell Technologies’ 2026 North American Data Center Partner of the Year.

Investing.com -- Morgan Stanley raised its rating for Dell Technologies to Equal-weight from Underweight and lifted the price target to $448 from $170 in a note on Monday, reversing a bearish thesis after concluding that the company is managing the semiconductor supply chain shortage better than peers in ways the bank had not anticipated.

DELL surges 32.8% after Q1 FY2027 results, fueled by AI server demand, a $51.3B backlog, and higher full-year revenue and EPS guidance.

Investing.com -- IBM shares jumped as much as 15% in premarket trading on Monday after a video of President Donald Trump praising the company’s CEO resurfaced on social media over the weekend.

U.S. stocks were mixed, with the Dow industrials slipping, as fresh tensions in the Middle East weighed on markets.

CoreWeave announced on Monday that it is the first AI cloud provider to deploy the Nvidia Vera Rubin platform.

Nvidia unveiled its Arm-based RTX Spark AI computing platform and several Wall Street firms raised price targets.

Dell stock was gaining again after it unveiled its XPS 13 laptop, a direct rival to the Apple MacBook Neo.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Markets had ended the month at fresh highs after the U.S. and Iran reached a 60-day memorandum of understanding to extend a ceasefire

Dell (DELL) unveiled the XPS 13, a laptop meant to compete with Apple’s (AAPL) MacBook Neo, Jaspreet Singh of Reuters reports. The laptop is priced at $699 and is reduced to $599 for students aged 16 and older. Dell claims the XPS 13 seeks to offer a better experience compared to the MacBook Neo.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks a

The Morning Bull - US Market Morning Update Monday, Jun, 1 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures gaining roughly 0.3%, as investors weigh strong factory signals against stubbornly high borrowing costs. The Chicago PMI, a key scorecard for business activity in the Midwest, jumped to 62.7 in May 2026, its highest level in four years, which suggests company order books and production plans are picking up. At the...

Bernstein analyst Mark Newman raised the firm’s price target on Dell Technologies (DELL) to $500 from $280 and keeps an Outperform rating on the shares. The firm says the company reported “exceptionally strong” fiscal Q1 results. Dell is “firing on all cylinders,” the analyst tells investors in a research note.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-convictio

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Virgin Galactic jumped more than 36% at close on Friday, while Ford climbed nearly 5% and Dell soared more than 32% at close.

Dell (DELL) and Apple (AAPL) are both AI hardware stories, but they are very different stocks right now. Dell is the cleaner near-term AI infrastructure winner, especially after its latest earnings showed massive demand for AI servers and traditional servers. Meanwhile, Apple is the higher-quality consumer ecosystem bet, but its AI payoff is still less visible and depends more on future product execution. So, in simple terms, Dell has the stronger current AI numbers, while Apple has the stronger

The technology company has shocked most investors, but the crowd may have also gotten a little ahead of itself.

1.8x Faster Than x86 Processors to Drive Diverse Workloads Across Industries, Generating More Data Center Token Revenue NVIDIA Vera CPU Rack NVIDIA Vera is a new class of processor enabling 1.8x faster task completion compared with x86 CPUs. News Summary: NVIDIA launches high-performance, energy-efficient NVIDIA Vera CPUs to drive diverse workloads across industries, including agentic AI, reinforcement learning and data processing.Vera serves as the CPU powering standalone Vera servers, NVIDIA V

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Effortless 38-78% Gains. Dell Technologies climbed by 42.6 percent week-on-week, as investor optimism was fueled by its bagging of a new $10-billion contract with the US government, alongside a strong earnings performance in the first quarter of fiscal year 2027. In an announcement on […]

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

Investors are betting that Supermicro's AI growth story still has plenty of room to run.

AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.

Dell’s stunning increase after earnings is convincing Wall Street that the former PC giant may now be one of the biggest winners of the global AI infrastructure boom.

Stocks zoomed to all-time highs, but Wall Street wants to see broader participation.

Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.

ServiceNow (NYSE:NOW) is expanding its role in enterprise AI through multi-year partnerships with companies including Experian and Wipro. The company is integrating its platform with providers such as Snowflake and Dell to act as an AI control layer across corporate data and workflows. Recent acquisitions are focused on AI and cybersecurity capabilities, aiming to deepen ServiceNow's position inside large enterprise tech stacks. ServiceNow, best known for workflow automation and IT service...

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 22, 2026, Wells Fargo analyst Aaron Rakers raised the firm’s price target on Dell Technologies Inc. (NYSE:DELL) to $270 from $180 and maintained an Overweight rating on the shares. Rakers said the key driver is the […]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 21, 2026, Morgan Stanley analyst Erik Woodring raised the firm’s price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $33 from $25 and maintained an Equal Weight rating on the shares. Woodring said IT hardware […]

Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.

A stock usually rises or falls on its own news. You report strong earnings, the shares climb. You miss, they drop. That is the deal investors think they are signing up for. The artificial intelligence (AI) trade has quietly broken that rule. It now moves in layers. Chipmakers sit at the bottom, the ...

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer discussed in this changing market. Cramer showed his regret over not buying the stock when it was lower, as he said: There are so many stories like this. I just wish I had realized that you needed to forget where it was and focus on […]

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

On Wednesday, a social media account known for tracking political and market developments linked President Donald Trump's recent praise of Dell Technologies to the company's newly announced multibillion-dollar Pentagon contract. Tracker Connects Trump Comments To Dell Pentagon Contract The Nancy...

There are reasons to still like the stock, though investors can certainly be forgiven for taking some profits.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Explosive Returns. Dell Technologies extended its winning streak to a 7th straight session on Friday to climb to a new all-time high, as investors gobbled up shares after the company clinched a new $10-billion contract with the US government and posted a strong earnings […]

Investors in Dell Technologies Inc. may be eyeing potential gains from the company's dividends. Ahead of the tech company’s first-quarter earnings release after the close on Thursday, May 28, Dell boasts an annual dividend yield of 0.83% ($2.52 a year),...

AI server sales are booming.

Shares of business intelligence platform Domo (NASDAQ:DOMO) jumped 7.3% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 15.4% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

The Nasdaq rose 0.2% today, while the S&P 500 rose 0.2% and the Dow Jones Industrial Average gained 0.7%. The Nasdaq rose 25% in April and May, its best two-month stretch since October and November of 2002. Dell Technologies surged 32% on Friday following the company’s blowout earnings report.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 30.2% in the afternoon session after it reported a blowout Q1 FY2027 earnings report.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 12.7% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Shares of cloud monitoring platform Datadog (NASDAQ:DDOG) jumped 8% in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Dell Technologies' latest record-breaking results again helped confirm the robust trends stemming from the AI buildout, with the stock, along with SanDisk and Micron, now a top S&P 500 performer in 2026.

Today, May 29, 2026, investors are zeroing in on how AI-fueled server demand and upcoming earnings could reshape this infrastructure leader.

Shares of technology and consulting giant IBM (NYSE:IBM) jumped 12% in the afternoon session after it announced a $10 billion commitment to quantum computing with CHIPS Act backing, supported by a sector read-through from Dell's blowout Q1 results.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 12.2% in the afternoon session after rival Dell Technologies reported blowout quarterly results, signaling exceptionally strong demand for artificial intelligence (AI) servers.

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 8.5% in the afternoon session after its partnership with Dell Technologies was validated by a strong quarterly earnings report from the tech giant, boosting investor confidence in Palantir's role in AI infrastructure.

Verda gives Super Micro a fresh European AI cloud win at a time when customers are looking for dense, liquid-cooled systems, and regulators are watching advanced server shipments more closely.

Stock indexes closed higher on Wall Street, adding to the all-time highs they set a day earlier. The S&P 500 added 0.2% Friday. That was the seventh straight gain for the index.

Dell stock soared on Friday after the computer giant shocked Wall Street with a massive beat-and-raise quarterly report.

US equity indexes hit all-time highs as technology shares surged ahead of President Donald Trump's d

Markets rise as AI optimism, easing Iran tensions, and stronger earnings sentiment support risk appetite.

Server makers Dell and Super Micro Computer headline the top stocks. A slew of companies that issued weak earnings reports bring up the rear.

Stock Market Today: The Dow Jones index hit a high Friday amid U.S.-Iran deal hopes. Nvidia and Tesla see losses while Dell is a big winner.

Dell Technologies (DELL) is in a "strong" position to continue to outperform amid the ongoing artifi

AI Server Boom Is Back. Dell Ignites Massive Rally in Super Micro Stock

Dell reported earnings results considerably above consensus estimates, and raised guidance.

Investing.com -- Wall Street hit new record highs this week, buoyed by reports that the U.S. and Iran had reached a deal to extend their ceasefire and remove restrictions on vessels crossing the Strait of Hormuz.

Palantir, Dell and Salesforce stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

The AI revolution is alive and well -- and that's great news for Micron.

Stock Market Today: The Dow Jones index hit a high Friday amid U.S.-Iran deal hopes, while small caps fall. Dell soars.

Dell stock jumped 138% on Trump's push and Q1 FY27 earnings, but volume, CMF, and put-call data hint at a near-term pullback risk.

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Dell Technologies (DELL) stock is up 30% in Friday trading after reporting first quarter results yesterday that topped earnings estimates, including AI server revenue of $60 billion. TECHnalysis Research, LLC president Bob O'Donnell comments on what investors may have missed heading into this report as the unexpected stock boom catches Wall Street off guard.

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

According to the average brokerage recommendation (ABR), one should invest in Dell Technologies (DELL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Stocks were on pace to end May at record levels after Dell Technologies joined a crowded field of earnings season winners. The Dow rose 350 points, or 0.7%. The S&P 500 was up 0.3%. The Nasdaq was up 0.

Dell stock soared on Friday after the computer giant shocked Wall Street with a massive beat-and-raise quarterly report.

Dell Technologies (NYSE:DELL) just delivered one of the most explosive quarters in its history, and the stock has responded in kind. After a 153.81% year-to-date rally and an 88% revenue surge driven by AI servers, the question is whether the run has more room. Our 24/7 Wall St. price target for Dell is $360.47, implying ... Wall Street is Bullish on Dell Stock And Here’s Why We Agree

News of the day for May 29, 2026

Analysts at Barclays hiked their price target for Dell to $505 from $168, while keeping an ‘Overweight’ rating on the stock.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Dell's AI Backlog Hits Record High as Stock Ignites After Earnings

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...

Stock Market Today: The Dow Jones index rose Friday amid U.S.-Iran deal hopes. Dell stock rocketed 34% on earnings.

Dell revenue came in at $43.8 billion with AI server revenue jumping 757%

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Strong demand for Nvidia-powered AI servers drove record revenue and a sharp jump in Dell shares.

DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.

Blue Origin rocket explodes, Dell’s revenue growth is accelerating, Costco sees a mixed quarter, and more news to start your day.

Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

Stock futures nudge higher US stock futures edged higher ahead of the bell as Wall Street digested a blowout earnings report from Dell and kept one eye on the latest twists in the US-Iran negotiations. Dell was the star of the show after the close, with its shares rocketing nearly 40%...

Analysts and investors expect a string of upward revisions from Wall Street.

Dell Technologies revenue is growing at an accelerating pace as demand soars for hardware that powers artificial intelligence. For the fiscal first-quarter, the PC and server maker reported adjusted earnings of $4.86 per share on revenue of $43.8 billion. In the same period last year, Dell posted adjusted earnings of $1.55 a share on revenue of $23.4 billion.

On Thursday, Dell Technologies Inc. (NYSE:DELL) said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside. AI Demand Remains Strong, But Supply Bottlenecks Persist During Dell's first-quarter earnings call, Chief Operating Officer Jeff Clarke said the company continues to see strong demand across its AI and infrastructure business, but shortages across critical com

Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 87.5% year on year to $43.84 billion. On top of that, next quarter’s revenue guidance ($44.5 billion at the midpoint) was surprisingly good and 25.5% above what analysts were expecting. Its non-GAAP profit of $4.86 per share was 64% above analysts’ consensus estimates.

(Bloomberg) -- Lenovo Group Ltd. recorded its best month in more than a quarter-century, with the stock doubling in May as investor enthusiasm built around the company’s AI-driven growth outlook.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffIran’s Khamenei Says No Going Back for Midd

Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.

(Bloomberg) -- Dell Technologies Inc. shares surged the most since the company returned to the public markets in December 2018, lifted by an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trum

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

US stock futures edged up as Wall Street cheered Dell's earnings and awaited an official update on US negotiations with Iran.

Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.

Dell Technologies (DELL) late Thursday reported record fiscal first-quarter results that surpassed W

Dell Technologies (DELL) delivered earnings and revenue surprises of +60.13% and +23.62%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Investors weigh export-control cooperation against AI-server growth hopes as trading spikes in this data-center leader, today, May 28, 2026.

With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

Company Says 'AI Opportunity Shows No Sign of Slowing'

ROUND ROCK, Texas, May 28, 2026--Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 first quarter and provides guidance for its fiscal 2027 second quarter and full year.

Dell Technologies crushed Wall Street's targets for its fiscal first quarter and with its bullish outlook. Dell stock jumped.

Computer hardware and IT solutions company Dell (NYSE:DELL) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 87.5% year on year to $43.84 billion. On top of that, next quarter’s revenue guidance ($44.5 billion at the midpoint) was surprisingly good and 25.5% above what analysts were expecting. Its non-GAAP profit of $4.80 per share was 62% above analysts’ consensus estimates.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

HP posted adjusted earnings of 86 cents per share, which beat Wall Street estimates of 71 cents per share.

Dell Federal Systems, a unit of the company dedicated to serving the government, wins a US defense contract.

Dell’s growth rate is expected to accelerate in fiscal 2027, while its valuation still looks reasonable ahead of Q1 earnings.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 28, including earnings from retailers like Dollar Tree (DLTR), Best Buy (BBY), Kohl's (KSS), and Costco Wholesale (COST); the April reading on the Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures (PCE) report; and the latest commentary from top Fed officials.

Earnings season is winding down, with nearly all first quarter reports in the rearview mirror.

HP (HPQ) delivered earnings and revenue surprises of +20.11% and +3.52%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

HP posted adjusted earnings of 86 cents per share, which beat Wall Street estimates of 71 cents per share.

HP beat analysts' estimates for second-quarter revenue and profit on Wednesday, helped by strong demand for AI-optimized personal computers, but warned ‌that rising memory costs would pressure margins. PC makers including HP, Dell Technologies and ‌China's Lenovo Group are navigating a shortage of memory chips as data center buildout is sucking up capacity and ​triggering price increases of smartphones and PCs. CFO Karen Parkhill said HP "took deliberate actions to lower memory costs" by recon

First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.

Dell Technologies heads into fiscal first quarter earnings with ISG seen surging 100%+ on $13B AI server revenue, while CSG inches up amid PC rivalry.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

DOCU gains momentum as AI-driven IAM adoption, rising earnings estimates and strong buybacks fuel growth prospects.

Hewlett Packard Enterprise heads into Q2 earnings results with strong networking and AI demand, Juniper integration gains and rising enterprise modernization spending.

President Donald Trump has developed a habit of publicly boosting individual companies, and his recent ethics filings show that in at least two cases, he bought in shortly before a boost, once from his own praise, once from a favorable policy decision. A government equity stake helped send Intel Corporation (NASDAQ:INTC) up roughly 190% this year, and the White House said on May 18 that the position, acquired for $8.9 billion, had swelled past $50 billion. Trump then called Micron Technology (NA

Here is how Dell Technologies (DELL) and DHI Group (DHX) have performed compared to their sector so far this year.

HP is scheduled to report fiscal second-quarter financials after the stock market closes on Wednesday.

The gains add to strong momentum over the past several months, with DELL shares surging 144% so far this year.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting results this Thursday after the bell. Here’s what to look for.

A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.

OKTA's fiscal first-quarter results are likely to benefit from AI security demand, rising RPO, and partner growth.

On Friday May 22, President Trump publicly praised Micron Technology (NASDAQ:MU) with three words: “Micron is great.” Today Micron stock is up 20%, trading around the $902 area and pushing the company’s market capitalization above $1 trillion. The timing is striking. However, the honest read on today’s rally points elsewhere for the catalyst. The proximate ... Trump Said “Micron’s Great” On May 22. The Stock Is Up 20% Today.

NTAP heads into Q4 earnings with AI, cloud and all-flash storage demand boosting growth as margin pressure from rising memory costs lingers.

PLAB heads into Q2 earnings backed by strong AI chip packaging demand and rising advanced photomask adoption.

Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.

June S&P 500 E-Mini futures (ESM26) are up +0.67%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.03% this morning as investors remained hopeful that the latest U.S. strikes on Iran would not derail talks to end the Middle East conflict.

FUTU heads into Q1 earnings with record net asset inflow expectations, strong trading activity and global growth, despite higher costs and volatility.

ADSK heads into fiscal Q1 earnings with strong cloud and AI momentum, but sales optimization changes may weigh on subscription billings.

MDB heads into fiscal Q1 earnings with strong Atlas growth, AI platform expansion and enterprise demand driving revenue momentum.

S&P 500 companies' quarterly earnings and revenue growth accelerated, compared with figures from a w

We see Q1 earnings season winding down, though this week still brings us several key retailers reporting.

The tech rally continued Wednesday even as it remained unclear which way diplomatic efforts would go between the U.S. and Iran. Wall Street appears to believe a peace deal to reopen the Strait of Hormuz is still in reach. The tech-led market gains were being driven by chip stocks again, as Micron Technology jumped 15%, leading the S&P 500.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Dell Earnings Are Coming. Wall Street Is Watching AI Server Demand Closely

Dow Jones futures rose after a long weekend as crude oil prices dived on Iran deal hopes despite U.S. strikes. Marvell, Dell, Costco earnings loom.

The benchmark US stock measures were pointing higher before the opening bell Tuesday as traders asse

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.

Several major technology stocks have recently climbed to record highs as the artificial intelligence race continues accelerating across global markets. Among the strongest performers has been Dell Technologies

P heads into fiscal Q1 FY2027 earnings with revenue seen up about 28%, fueled by hyperscaler and AI-driven demand amid component cost pressures.

S heads into Q1 earnings with strong AI security demand, rising ARR and expanding cloud partnerships in focus.

PDD faces margin pressure and Temu headwinds ahead of Q1 results, despite revenue growth and stronger domestic platform activity.

Dell is set to report earnings Thursday afternoon, with the server maker's stock seen potentially extending its record rally.

HP (HPQ) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

In May 2026, Dell Technologies used Dell Technologies World to unveil PowerStore Elite storage, next‑generation PowerEdge servers, expanded Dell AI Factory with NVIDIA offerings, and new cyber‑resilience and automation platforms, while partners like DriveNets and Kioxia announced integrations that deepen Dell’s role in high‑performance AI infrastructure. Together, these launches and collaborations show Dell building an end‑to‑end AI and data platform stack, from deskside agentic AI and dense...

After the Memorial Day holiday, we will see economic data on consumer prices, GDP, and home sales and prices. Marvell, American Eagle, Gap, and Autozone will also report earnings.

Quarterly results from Dollar Tree, American Eagle and Burlington may provide clues on the health of consumers.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Shares of personal computing and printing company HP (NYSE:HPQ) jumped 15.6% in the afternoon session after investor optimism grew around the demand for its new AI-powered PCs as traders positioned themselves ahead of its upcoming fiscal Q2 2026 earnings report.

AXT Inc. (NASDAQ:AXTI) is one of the 10 Stocks Effortlessly Climbing Double-Digits. Dell Technologies climbed to a new all-time high on Friday, as investors loaded portfolios ahead of the results of its earnings performance for the first quarter of fiscal year 2027. In intra-day trading, the stock soared to its highest price of $298.32 before trimming […]

Dell Technologies (DELL) kicked off Dell Technologies World 2026 with a dense slate of AI focused launches, including PowerStore Elite storage, new PowerEdge servers, Deskside Agentic AI and expanded private cloud automation. See our latest analysis for Dell Technologies. Investors have reacted strongly to the AI focus at Dell Technologies World, with the latest share price at US$295.19 and a 90 day share price return of 141.42%. The 5 year total shareholder return of about 5.5x points to...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Dell stock hits a new 52-week high as analysts issue bullish notes ahead of Q1 earnings. Here’s why Wall Street recommends sticking with DELL shares at current levels.

Evercore ISI analysts think Dell Technologies is well-positioned for the next phase of AI adoption.

Today, May 22, 2026, Dow sets a record close as easing bond yields buoy U.S. stocks into Memorial Day.

APPS heads into Q4 earnings with growth in international Ignite revenues, AGP demand and AI-driven platform optimization.

DELL's AI server business surges with a $43B backlog and $50B revenue target as enterprise and hyperscale AI demand accelerates.

Stock Market Today: The Dow Jones index rises Friday as yields slip. AMD stock rallies near record highs.

Dell stock hit a record high on Friday after getting bullish reports from Wall Street analysts following its annual conference in Las Vegas.

Wall Street Lifts Dell Targets as AI Boom Sends Stock Toward Records

AI Demand Supercharges Dell Rally as Street Sees 50% Revenue Surge Ahead

Dell Technologies stock rises and is leading the S&P 500. Analysts believe Dell will beat fiscal first-quarter earnings next week but a strong performance from its AI business is needed.

Estée Lauder ends acquisition talks with Spain’s Puig Brands and Workday’s first-quarter earnings beat Wall Street estimates.

HP heads into Q2 earnings results with AI PC demand and gaming products expected to support revenue growth.

Investing.com -- Hardware and networking stocks are well-positioned heading into earnings season, Evercore ISI said, flagging Dell as its top pick and arguing that resilient demand and higher average selling prices are likely to drive upside across much of its coverage.

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Dell Technologies (DELL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2026.

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

If he's right, Nvidia's stock could go vertical.

IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain

Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidi

Nvidia (NVDA) exceeded Wall Street's estimates for the AI chipmaker's first quarter, reporting adjusted earnings of $1.87 per share and $81.62 billion in revenue. The company also outpaced forecasts on its second quarter outlook. A panel consisting of CFRA Research senior vice president Angelo Zino, Spear Invest founder and CIO Ivana Delevska, and TECHnalysis Research president Bob O'Donnell comes on Asking for a Trend to discuss Nvidia's earnings results and guidance.

AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Dell Technologies Inc (NASDAQ:DELL) will report its first quarter results next week, with Bank of America analysts forecasting the company will surpass Wall Street expectations on both revenue and earnings while raising its full-year outlook. The brokerage reiterated its ‘Buy’ rating on Dell...

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

NVIDIA has started shipping its new Vera CPU platform to customers including Anthropic, OpenAI, Oracle Cloud Infrastructure, and SpaceXAI. The Vera launch marks NVIDIA’s move into custom CPUs for agentic AI, alongside its existing GPU and software offerings. Enterprise rollouts such as Blue Yonder’s Model Training Factory and Dell’s Deskside Agentic AI highlight real production use of NVIDIA’s agentic AI stack. NVIDIA (NasdaqGS:NVDA) is extending its reach beyond GPUs into custom CPUs, and...

HIVE Digital Technologies is leveraging its significant power infrastructure to pivot from crypto mining into a high-margin sovereign AI data center provider.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks to buy for next-gen data centers. On April 22, Boost Run LLC announced a $1.44 billion purchase agreement with Dell Technologies to support enterprise demand for AI compute and storage infrastructure. The agreement is intended to provide Boost Run with certainty regarding its hardware and […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks to buy for next-gen data centers. On May 7, the company introduced its AMD Instinct MI350P PCIe GPUs to enable enterprises to deploy generative and agentic AI within existing data center infrastructure. AMD said the MI350P cards are dual-slot accelerators for standard air-cooled servers […]

DELL stock is a buy for value investors.

DriveNets, a leader in high-scale networking solutions, today announced DriveNets' Fabric Scheduled Ethernet (FSE) solution will be an option for customers to leverage on the Dell AI Factory to deliver high-performance AI clusters. The solution expands the options within Dell's portfolio to address the high-performance needs of large-scale multi-tenant AI clusters, clusters deployed across multiple sites, clusters supporting GPU as a Service (GPUaaS) offering, and converged back-end and storage

Snowflake's AI platform growth is accelerating, but Dell Technologies' surging AI orders and record backlog position it for stronger upside potential.

LAS VEGAS, May 19, 2026--Dell Technologies introduces a new generation of storage, compute, cyber resilience and automation innovations built to power the modern data center.

AAPL nears a 52-week high on iPhone and Services strength, but AI feature delays, fierce rivals and a pricey valuation cloud the next move.

Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.

Super Micro Computer ramps up AI infrastructure capacity to 6,000 racks monthly by FY26 as inventory and cash flow pressures intensify.

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...

Dell Technologies and NVIDIA (NasdaqGS:NVDA) launched Dell Deskside Agentic AI, available immediately. The solution lets enterprises run and manage agentic AI models from 30 billion to 1 trillion parameters locally on high-performance workstations. It extends the Dell AI Factory with NVIDIA across desktops and datacenter servers using NVIDIA OpenShell and NemoClaw. The platform focuses on data sovereignty, predictable costs, and secure scaling for multi-agent AI workflows. For investors...

By IPO Edge Editorial Staff For most of the last year, the bear case on Apple (AAPL) wrote itself. Tariffs would gut margins. China was a lost cause. The AI story had […]

Nvidia CEO ‌Jensen Huang said on ‌Monday that he believes China's market ​will open up to U.S. chip suppliers after accompanying U.S. President Donald Trump on ‌a trip ⁠to China last week. Nvidia has received licenses from ⁠the U.S. government to sell its H200 chips ​but has ​not received ​approval from ‌Chinese officials who are fostering China's own chip suppliers. Trump's talks with Chinese President Xi Jinping produced no immediate ‌breakthrough for Nvidia ​to sell H200 ​chips.

LAS VEGAS, May 18, 2026--Dell Technologies World--Dell Technologies (NYSE: DELL) introduces Dell Deskside Agentic AI, a new addition to the Dell AI Factory with NVIDIA that gives workgroups the ability to deploy and scale agentic AI workflows locally without the cost, latency and data sovereignty constraints of cloud-only approaches. With the NVIDIA OpenShell runtime now supported across the entire Dell AI Factory with NVIDIA, enterprises benefit from a single security and policy enforcement lay

Super Micro Computer's total data center solutions, from AI servers to liquid cooling and software, are boosting growth and deepening customer relationships.

Dell Technologies is riding on $64B AI server orders, $43B backlog, strong cash and an upbeat 2027 guidance keep its outlook robust.

The OCP rack market is set to grow from USD 1.68 billion in 2025 to USD 4.32 billion by 2030, driven by a 21.0% CAGR, as edge computing and high-performance computing demand increases. OCP racks, featuring modular designs and efficient power distribution, cater to compact, space-efficient deployments required by edge facilities. The market's expansion is fueled by increased AI infrastructure investment and standardization efforts across hyperscalers and wholesale colocation providers, with North

WESTMINSTER, Colo., May 18, 2026--Liqid® (www.liqid.com), the global leader in software-defined memory and GPU pooling infrastructure, today announced the appointment of John Byrne to its Board of Directors. Byrne joins Liqid with more than three decades of building and scaling industry-leading sales, channel, and partner organizations at Dell Technologies, Dell EMC, and AMD. Byrne brings operational discipline and expertise that will help fuel the company’s continued growth as tokens become the

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Dell Technologies is set to report fiscal Q1 2027 earnings toward month's end, coming off record revenue of $33.4 billion. Investors will be watching.

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

Virtana has launched an enterprise observability platform tailored for Dell AI Factory environments. The platform is designed to increase visibility and performance across Dell’s AI infrastructure stack for enterprise users. The integration expands the ecosystem of third-party tools built around Dell Technologies (NYSE:DELL) AI offerings. Dell Technologies (NYSE:DELL) is drawing fresh attention to its AI infrastructure efforts as Virtana rolls out an observability platform specifically for...

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

Dell Technologies (NYSE:DELL) just got another bullish nod from Wall Street. JPMorgan raised its price target on Dell Technologies to $280 from $205, keeping an Overweight rating, arguing that memory cost headwinds have eased even as the AI server franchise continues to scale. The firm cites the reversal of memory related concerns for the recent ... JPMorgan Hikes Dell Price Target to $280: Memory Concerns Fade as AI Server Story Powers On

Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Dell Technologies (NYSE:DELL) has become one of the defining AI infrastructure trades of 2026, and our proprietary model sees room to run. Shares trade at $238.94 as of May 12, 2026, up 91.28% year to date and 134.62% over the past year. Our 24/7 Wall St. price target for Dell is $269.53, implying 12.8% upside ... This Will Be Dell’s Stock Price in 2027

A spokesperson for the Trump Organization said the president isn’t involved in the investing process.

Super Micro Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock

ROUND ROCK, Texas, May 14, 2026--Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, May 28, 2026, at 3:30 p.m. CDT to discuss its fiscal 2027 first quarter financial results. The conference will be available to the public as a live, audio-only webcast on Dell Technologies’ website at investors.delltechnologies.com; an archived version will be available at the same location.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

The latest trading day saw Dell Technologies (DELL) settling at $243.72, representing a +2% change from its previous close.

Accenture Plc (NYSE:ACN) is one of the most undervalued blockchain stocks to buy now. Accenture Plc (NYSE:ACN) has joined the Hedera Council as it looks to contribute trust to enterprise AI. According to an April 30 press release, Accenture will operate a Hedera network consensus node and contribute to the governance of the Hedera public […]

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

PALO ALTO, Calif., May 13, 2026--Virtana today announced AI Factory Observability for Dell AI Factory environments, bringing its AI Factory Observability platform to one of the industry’s most widely deployed enterprise AI infrastructure stacks. The integration spans Dell PowerEdge compute, PowerScale and ObjectScale storage, high-performance networking fabrics, including InfiniBand, Ethernet, and NVLink, and Dell’s Smart Fabric Manager (SFM) orchestration layer. As enterprises deploy Dell AI Fa

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 8, when Dell Technologies and Advanced Micro Devices, Inc. (NASDAQ:AMD) expanded their on-premises AI platform with support for AMD Instinct MI350P PCIe GPUs in Dell PowerEdge servers. The update matters because […]

UBS Cuts Dell Rating Despite Explosive AI Server Demand

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 7.2% in the afternoon session after the company, along with Nvidia, signed a major contract with energy firm TotalEnergies to build a new supercomputer.

Software stocks have been hurt by concern that artificial intelligence will turn their businesses obsolete. Still these stocks are a buy, according to Patrick Palfrey of Seaport Research Partners. “It will take years to ascertain AI's long-term impact,” writes Palfrey.

At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Wondering whether Dell Technologies at US$247.04 still offers value, or if the easy money has already been made? This article walks through the key signals you can use to judge that for yourself. The stock has shown sharp price moves recently, with returns of 16.7% over 7 days, 38.9% over 30 days, 93.3% year to date and 142.5% over the past year. These moves can change how investors think about both upside and risk. Recent headlines have focused on Dell Technologies as a beneficiary of...

Dell Technologies just had one of the most eventful weeks in its stock's history. A presidential endorsement, an all-time high, and a 107% year-to-date gain. And now, just days before earnings, one of Wall Street's most closely watched analysts has changed his rating. The price target went up. The ...

On May 8, President Donald Trump stood at a Mother's Day event at the White House and publicly thanked a family by name. Then he told Americans to go out and buy their company's product. By the end of the session, the stock had hit an all-time high. But the more interesting story is what happened ...

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.

Dell Technologies Inc (NASDAQ:DELL) shares fell 3.8% on Monday after UBS downgraded the PC and server maker to Neutral from Buy, arguing that a blistering rally has left little room for further upside even as the company capitalizes on booming artificial intelligence infrastructure...

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.

Everpure stock jumped Monday ahead of the data storage company's earnings. The company, which recently changed its name from Pure Storage, is  rallying ahead of an earnings report due later this month. Everpure stock is up more than 13% at 88.80 in recent trading on the stock market today Monday.

Here is how Dell Technologies (DELL) and Allient (ALNT) have performed compared to their sector so far this year.

UBS just hit the brakes on Dell Technologies (NYSE:DELL), downgrading the AI server bellwether to Neutral from Buy on May 11. In the same breath, the firm raised its price target to $243 from $167, an unusual combination that tells investors exactly where Wall Street’s worry sits: on the price tag rather than the business. ... UBS Just Downgraded Dell After 157% Rally: Time to Cash In the Chips?

Investing.com -- UBS's analysts believe that Dell Technologies’ shares now reflect the company’s roughly 170% surge over the past year, which has far outpaced the broader market as investors flocked to AI infrastructure plays.

Dell downgraded, Uber upgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading lower as we get set to start the new trading week, as reports indicate that President Trump declined Iran’s counteroffer for peace. This comes after a remarkable Friday, when stocks roared to record highs, driven primarily by a stronger-than-expected April jobs report that eased economic concerns and by a ... Here Are Monday’s Top Wall Street Analyst Research Calls: Dell Technologies, BioMarin Pharmaceutical, Disney, HubSpot, Klarna, Oklo, Pitney Bow

This isn't the first time a social media post or public comment by the president has moved a company's stock in 2026.

Dell is gaining even more momentum after Mizuho lifted its price target to $260, betting on company’s potential in the booming agentic AI era.

TBLA Q1'26 loss matches estimates as revenues rise 9.1% to $466.4M, topping forecasts, driven by Realize momentum and stronger advertiser spend.

ACM Research tops Q1 estimates as ECP revenues surge 205% and advanced packaging demand fuels strong shipment and profit growth.

Investing.com -- Dell Technologies Inc (NYSE:DELL) shares soared to record heights Friday as the Texas-based hardware giant benefited from a public endorsement by the White House. During an event at the executive mansion, President Donald Trump urged the American public to "go out and buy" Dell computers to support domestic industry. Shares soared as high as 14.6%, hitting an all-time record of $263.99/share, before paring gains slightly to 12%. The presidential endorsement follows a massive $6.

TotalEnergies has launched its new Pangea 5 supercomputer in partnership with Dell Technologies and NVIDIA, aimed at expanding AI-led research and seismic imaging. The system is designed to increase subsurface imaging capacity and AI workloads, with a focus on both hydrocarbon exploration and low emission energy projects. Pangea 5 includes energy efficiency upgrades and waste heat recovery to support facility heating, aligning with the company’s sustainability targets. The project reflects...

Lyft (LYFT) delivered earnings and revenue surprises of -29.22% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Dell's one-time award vests in 2031 and is tied to market capitalization, adjusted free cash flow, and continued employment.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 All-Time High But Still Undervalued Stocks to Invest In. On May 4, 2026, Dell Technologies Inc. (NYSE:DELL) said its Board of Directors unanimously approved a plan to change the company’s state of incorporation from Delaware to Texas. The proposal will be presented for shareholder approval at […]

In late April 2026, Trust3 AI announced an expanded collaboration with Dell Technologies to embed its unified data governance platform directly into Dell’s Data Lakehouse architecture, aiming to help enterprises run secure, compliant AI workloads across hybrid and on‑premises environments. This integration, focused on controlling how autonomous AI agents access sensitive data in regulated sectors, positions Dell’s storage platforms as a core governance layer for AI factories rather than just...

Gorman-Rupp designs and manufactures engineered pump systems for industrial, municipal, and construction clients worldwide.

Recent performance snapshot Dell Technologies (DELL) has moved sharply in recent months, with the stock showing a 10.4% 1 day return, 16.1% over the past week, and about 38% over the past month. Over the past 3 months, the stock shows a very large gain of around 7x. Year to date it is up about 86.9%, and the 1 year total return sits near 153%. See our latest analysis for Dell Technologies. The recent 1 day share price return of 10.39% and 30 day share price return of 37.89%, on a share price...

Today, May 6, 2026, investors weigh surging AI data center demand against fresh guidance, margin recovery, and past troubles.

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of Dell Technologies (NYSE:DELL) closed the month up 28%, pulling away from Hewlett Packard Enterprise (NYSE:HPE) at 21% and Super Micro Computer (NASDAQ:SMCI) ... Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

Hewlett Packard Enterprise Company (NYSE:HPE) is included among the 10 Innovative Dividend Stocks to Buy Right Now. On April 27, Bank of America raised its price recommendation on Hewlett Packard Enterprise Company (NYSE:HPE) to $38 from $32. It reiterated a Buy rating on the shares. The analyst pointed to the next phase of AI shifting toward […]

Seagate (NASDAQ: STX) is sold out. Management confirmed that nearline capacity is almost fully allocated through calendar 2027, a level of forward visibility that is rare for a hardware company. AI infrastructure buildout has consumed supply faster than the industry can respond, and Seagate's Mozaic HAMR (Heat-Assisted Magnetic Recording) technology is the primary reason hyperscalers are locking in multi-year contracts. That demand lock-in is now flowing directly into financials: Q4 2026 (June f

OFC 2026 – Scaling Up Optical Network Density  Dell'Oro Group

Jabil, CECO Environmental, Iridium, Viasat, and Dell Stocks Trade Down, What You Need To Know  Yahoo Finance

Large Scale AI Clusters to Fuel More Growth in Coherent Optical Transceiver Shipments, According to Dell’Oro Group  Dell'Oro Group

Coherent optical transceiver shipments to grow at 17% CAGR, projects Dell’Oro Group  iTWire