Dell Technologies

HP's 3.82% yield keeps growing even as its PC business stumbles and its printing engine slowly shrinks. The real source funding that quarterly check is not what most income investors assume.

Super Micro Computer shipped NVIDIA's Vera Rubin NVL72 liquid-cooled racks, backed by a $60 billion backlog, even as its forward P/E of 10.26 remains low ahead of November earnings.

Morgan Stanley raised the odds on a scenario that would send Dell far beyond its current price, yet the firm kept its rating neutral and its base case unchanged. That contradiction is exactly what buyers are betting on today.

A $999 AI laptop gives Dell premium consumer optionality without disclosed sales or margin commitments.

Morgan Stanley Delivers Fresh AI Boost to Dell Stock as Bull Case Gains Ground

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?

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Everpure (P) grew revenue 38% from a year earlier in fiscal Q2 2027, and management expects that pace to last for some time. The stock costs 144.1 times its past year of earnings, against 22.4 for the S&P 500. Two things must hold. Customers must keep paying far higher prices, and Everpure must keep getting parts at costs it can absorb. Is the cost of Everpure's parts already climbing.

Everpure (P) stock soared 11% on Thursday, finishing as the S&P 500's top gainer after the data-storage specialist unveiled a much stronger long-term growth outlook.

Notable insiders at the company, including its chief financial officer, unloaded millions of dollars worth of Dell stock.

On September 10, Dell Technologies Inc. (NYSE:DELL) raised $5 billion from an investment-grade bond sale, riding the surge in revenue from AI servers, according to Bloomberg. Investors placed up to $23 billion in orders, nearly five times the deal size and above the annual investment-grade average of four times, reflecting robust credit market demand. Dell […]

LNVGY's global footprint across 180 markets and diversified revenue mix bolster resilience as fiscal 2026 revenues rise 20% to $83.1 billion.

Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 22.8% gain for the industry over the past six months - 4.4 percentage points higher than the S&P 500.

If it is, what stocks are worth owning, now?

UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to what each stock had already priced in.

Dell Technologies has delivered extremely strong gains over the past few years, and the latest surge on AI infrastructure optimism now puts a simple question in front of investors. Is the current share price properly grounded in the cash flows the business can generate over time? Over the past 5 years, Dell has produced a cumulative return above 1,000%, which makes the link between today’s valuation and the underlying cash generation especially important to scrutinize. Rising expectations...

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

ADP's AI tools Assist and the Zone are expanding adoption, boosting service efficiency, and supporting bookings growth across its business.

Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it.

Here is how BE Semiconductor Industries NV (BESIY) and Dell Technologies (DELL) have performed compared to their sector so far this year.

Micron is putting $2.75 billion behind a facility in India as the AI boom keeps picking up steam.

Key Stats for Dell StockCurrent Price: $568. 06Target Price (Mid): ~$668Street Target: ~$577Potential Total Return: ~18% over ~4.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how hardware & infrastructure stocks fared in Q2, starting with Dell (NYSE:DELL).

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

Yahoo Finance Executive Editor Brian Sozzi goes 1-on-1 with EMJ Capital Founder and President Eric Jackson to discuss the next set of tech stocks after memory that can grow exponentially during the AI boom and why Jackson is willing to bet on Dell (DELL) and Micron (MU).

Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best

One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.

HPQ stock fell Monday after HP forecast industrywide personal computer sales will decline by mid-single digits next year.

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

Dell, HP and Phillips 66 are rallying on AI server, AI-PC, and refining-margin catalysts, though all three now trade well above their consensus analyst price targets.

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date. Cramer mentioned Oracle Corporation (NYSE:ORCL) in a tweet made close to midday on the 17th. The shares closed 5% higher that day: “Strength in Oracle is a very positive sign…” What Cramer meant […]

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

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.

SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.

Dell Technologies (DELL) just finished a sizeable share repurchase phase that started in 2021. The latest tranche alone retired 9,500,000 shares, which gives investors fresh context for recent stock moves. Dell Technologies’ recent buyback comes on top of a powerful run in the shares, with a 1-month share price return of 25.55% and a year to date share price return of 360.41%. This has been fueled by heavy interest in its AI server exposure and a series of positive updates, including strong...

Michael Dell tells parents to teach compounding, not him, as $250 deposits land and Dell stock hits a record near $600.

HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

Techademy, a global enterprise skilling and talent transformation company, today announced the appointment of Dara Elavia as Chief Revenue Officer (CRO). Dara will lead the company's global revenue and go-to-market strategy as Techademy accelerates its international expansion and deepens its engagement with enterprise customers worldwide.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

Techademy, a global enterprise skilling and talent transformation company, today announced the appointment of Dara Elavia as Chief Revenue Officer (CRO). Dara will lead the company's global revenue and go-to-market strategy as Techademy accelerates its international expansion and deepens its engagement with enterprise customers worldwide.

Micron Delivers First India-Made Memory Shipment as Chip Expansion Accelerates

A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]

Not only did the central bank increase interest rates, but there's also now a higher probability of another hike in October, today, Sept. 16, 2026.

Axelera gives Dell a lower-power accelerator choice without creating disclosed orders or guaranteed revenue.

Dell Stock Gets Fresh Boost From Goldman's $1.3 Trillion AI Server Forecast

Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.

Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.

Stock Market Today: The Dow Jones index wavers ahead of a likely Fed rate hike and Warsh's comments. Nvidia, Intel and SK Hynix jump.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Silver Lake’s latest filings extend a months-long Dell sell-down as AI infrastructure demand fuels the stock’s rally.

Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.

Dell Technologies (NYSE:DELL) and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture for data centers. The partnership targets enterprise AI infrastructure workloads, with Europa designed for more demanding inference and training use cases. The Europa platform is positioned to support European digital autonomy goals by offering regionally aligned AI compute options. The Dell and Axelera AI Europa architecture collaboration is an important new data point to...

Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.

Dell’s latest quarterly results have strengthened its AI credentials, with analyst optimism pointing to a broader opportunity ahead.

These stocks are all up more than 900% since September 2021.

On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]

Chip and computer hardware stocks tied to the artificial intelligence buildout attempted a comeback Tuesday after Monday's harsh sell-off.

Penguin Solutions faces a 14-point fiscal 2026 growth drag from Edge and hyperscale exits, but surging AI memory sales could power its next growth phase.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

UnitedHealth, Dell and Goldman Sachs headline a week of rate decisions, rising commodity inflation and global political uncertainty.

EINDHOVEN, Netherlands, September 15, 2026--Axelera AI, the European leader in AI acceleration hardware, announced the launch of the Europa architecture with a growing ecosystem of OEM, ODM and technology partners, including validated systems with Dell and Supermicro. Europa, a next-generation AI Processing Unit (AIPU), extends the advantages of Axelera AI’s edge-first architecture to more demanding enterprise and data center workloads, giving organizations a practical path to run production AI

The tech stock has been one of the top performers in the S&P 500 this year.

Dell Technologies (DELL) has surged to an all-time high of $567.75, delivering a 331% gain over the past year. DELL maintains a 100% “Buy” technical opinion from Barchart. Fundamentals remain compelling with 70.49% projected revenue growth and 151.3% earnings growth this year. Analyst sentiment is overwhelmingly positive, with multiple “Strong...

Dell’s 323% surge in 2026 may look like a clear signal to take profits, but the company’s fundamentals suggest the rally could have further room to run.

Dell Shares Fall As Wall Street Weighs Risk Of Slower AI Capital Spending

The division's 15% operating margin includes traditional servers, networking and storage--not just AI systems.

Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.

A Wall Street downgrade landed on Hewlett Packard Enterprise after a 137% year-to-date run, and it took Dell and Super Micro down with it. Now the question is whether AI hardware demand can hold the group together or whether the pacing debate just changed the math.

Dell Technologies (NYSE:DELL) shares rose 11. 98% on Friday to close at a record $567.

Computer hardware provider Dell Technologies Inc. (NYSE:DELL) is a key player in the AI industry as it is among the handful of firms capable of providing the server equipment used in AI data centers. The shares are up by 353% over the past year and closed a whopping 11.9% higher on the 11th. As the […]

HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.

The AI boom is alive and well.

Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.

Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years. Kennedy said Dell

During the September 8 episode of Mad Money, Jim Cramer compared Dell Technologies Inc. (NYSE:DELL) to Dallas Cowboys star wide receiver CeeDee Lamb. He commented: Finally, I like Dell Technologies for a wide receiver spot riding a wave of insatiable demand for its AI services. Hence why the stock’s more than quadrupled for the year. […]

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

Dell shares rally as RBC Capital Markets issues a bullish note in their favor. Here’s why analyst David Paige expects DELL stock to rip higher from here.

On September 1, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares surged 9% after the firm raised its fiscal 2027 profit and revenue outlook for the second time this year due to surging AI server demand. Dell now expects $25.50 in adjusted earnings per share on $192 billion in revenue, up from a May outlook […]

The next AI trade may extend well beyond GPUs.

Tech stocks climbed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (X

Investing.com -- U.S. indices are on track for a fall this week, as a jump in crude above $100 a barrel, amid continued Middle East tensions, impacted sentiment.

RBC analyst David Paige set a $640 price target, citing Dell's position in a multi-year AI infrastructure spending cycle

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Dell stock hit a record high above $567, while HPE shares hit multi-month highs.

Dell Technologies (DELL) is well positioned to benefit from the multi-year artificial intelligence i

Dell Technologies Inc (NASDAQ:DELL) shares hit an all-time high above $562, up 11% on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC's initiation cited enterprise demand for AI investments, compute modernization, storage expansion...

Dell has surged over 300% this year on the back of a $95 billion AI backlog, but profit takers just hit the brakes hard. Whether the next leg up reaches a bold new price target depends on three specific dominoes falling into place.

Dell Technologies' (DELL) results should sustain above long-term targets amid enterprise demand for

Hewlett Packard Enterprise's record $7.6 billion AI backlog and rising networking orders point to strong demand as AI infrastructure spending accelerates.

Markets are bracing for Friday's CPI data after a brutal week of selling across stocks, bonds, and crypto, and Wall Street analysts are already reshuffling their ratings on names like Dell, Shopify, Novo Nordisk, and Fortinet before the dust settles.

Dell’s AI infrastructure exposure, disciplined capital strategy and broad replacement cycle keep the long-term growth case intact, according to RBC Capital Markets.

Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.

Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout.

Jim Cramer wrote off Palantir as ice cold just 48 hours before Nvidia revealed which software company it trusts to run every component inside its most advanced AI rack, and the timing raises an uncomfortable question about who actually understands this platform.

Dell Technologies Inc. (NYSE:DELL) reported fiscal second-quarter 2027 revenue of $47.0 billion, up 58% year over year. AI server orders reached $60.9 billion, while recognized AI server revenue totaled $16.4 billion and ending AI server backlog reached $95.0 billion. Orders and backlog are company-reported operating metrics, not recognized revenue. Orders measure booked demand, while backlog […]

HPE and Dell are giving back gains Thursday with no new catalyst in sight, while Super Micro is bucking the retreat entirely. The divergence raises a question about whether this is profit taking or something more worth watching.

Demand for the company's traditional server line continues to impress, with revenue growth more than doubling.

Your name doesn't have to be Jen-Hsun Huang to make a fortune on an S&P 500 stock this year. Michael Dell's stock holdings made even more.

Dell Technologies and HP benefit from PC refresh cycles and rising AI demand, with higher earnings estimates supporting their prospects.

Dell’s record AI server orders, accelerating enterprise infrastructure spending, and improving performance across storage and client solutions are giving the tech giant multiple growth engines.

Evercore raises its price target on Dell stock. Here’s why analyst Amit Daryanani favors owning DELL shares.

Tech stocks eased late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (

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

Dell'Oro: Data centre semiconductor revenue up 182% in Q2  fibre-systems.com

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?

Dell's net worth rose $4.6 billion on Tuesday to $267.7 billion as Dell Technologies stock closed at an all-time high

QMCO's new ADM solution targets rising data demands by helping organizations cut storage costs, reduce risk and optimize data management.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Dell now expects $192 billion in revenue, with a $95 billion AI-server backlog supporting its growth outlook.

Investors rewarded three very different catalysts spanning artificial intelligence, biotechnology, and energy.

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.

This is a cyclical-peak chapter for Seagate Technology. The company sells mass-capacity hard drives, with cloud providers' data centers now representing the vast majority of its shipments.

Record AI server orders of $60.9 billion fuel record revenue and earnings growth.

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.

Dell Technologies, Vodafone Group and Zeta Global Holdings climbed to annual highs on Friday as positive company catalysts and Wall Street optimism added to their gains.

Demand for artificial intelligence (AI) infrastructure is booming.

Dell, KE Holdings and Vita Coco show strong momentum, earnings surprises and growth, making them stocks to watch in September.

During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc. (NYSE:DELL), breaking down why buyers flocked to the stock following its earnings report as investors favored lower-multiple technology names. He commented: What’s going on right now is that big money managers are fleeing stocks with high price to […]

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

NetApp's 14.8% three-month gain rides record all-flash growth, rising AI deal sizes and a higher fiscal 2027 outlook, even as margin risks build.

NetApp enters fiscal 2027 with stronger AI, flash and cloud demand, but premium valuation and margin pressure leave less room for execution missteps.

NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.

Dell and HPE both delivered record results and raised guidance, but only one showed it can turn AI-driven growth into expanding margins.

Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.

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.

Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4. Both described record AI demand, but the market treated backlog quality, margins, and execution differently. Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) are […]

Rising AI token costs are pushing enterprises toward on-premises hardware, boosting Dell Technologies after strong earnings while MongoDB shares fell despite a beat, as capital rotates from cloud software to hardware.

Despite the stock’s dramatic ascent, Dell has further room to run as demand remains exceptionally solid.

Dell spiked $100 after its Sept. 1 Q2 earnings release, following strong earnings results. But it's near my FCF-based price target and analysts' PTs. Shorting out-of-the-money options may be a better play.

Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.

The Bureau of Labor Statistics reported nonfarm payrolls rose 162,000 in August, nearly three times the 55,000 consensus.

The fair value estimate for Dell Technologies has shifted from about US$502.78 to roughly US$564.46, putting a fresh spotlight on how analysts are thinking about the stock today. This change reflects close attention to Dell’s guidance and comments on component supply, memory costs, margins and the broader backdrop that includes AI server demand, macro data releases and geopolitical developments. In the sections that follow, you will see how to track these updates and make sense of the...

Productivity growth could rise to 3%-4% by 2030 based on accelerating AI adoption, says Ed Yardeni. Plus, investment newsletter commentary on food prices, global growth, Treasury buybacks, and value stocks.

Computer hardware firm Dell Technologies Inc. (NYSE:DELL)’s shares closed 15.8% higher the day after the firm reported its second fiscal quarter earnings report. During the quarter, the firm earned $47 billion in revenue to beat analyst estimates of $44.9 billion. Crucially, the firm also bumped its full year revenue guidance to $192 billion from $167 […]

On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]

Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.

Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.

Dell Technologies' superb earnings report is still reverberating across the stock market, as the stock climbed to a new high Friday.

Dell Technologies (DELL) just delivered a powerful fiscal Q2 update that beat expectations, lifted both quarterly and full year guidance, and highlighted a record AI server order backlog that is reshaping how investors view the stock. The strong fiscal Q2 update fits into an already powerful run for Dell Technologies. The stock has posted a 30.93% 90 day share price return and a very large 5 year total shareholder return above 10x. This signals momentum that recent AI server headlines and...

Here’s what could be next for Dell stock.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

Investors are increasingly favoring companies that can prove real AI demand, improve profits and turn AI spending into actual revenue.

This AI stock just posted a $95 billion number Wall Street can’t ignore

The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.

Shares of Dell Technologies (NYSE:DELL) are trading higher Thursday and hit new all-time highs thanks to strong second-quarter financial results. The higher share price is good news for Dell CEO Michael Dell, who continues to climb the billionaires leaderboard in 2026. Michael Dell’s Growing Net Worth Dell, the billionaire and not the company, has been one of the top gainers for wealth in 2026. The gains come thanks to a roughly 40% ownership of his namesake company and a large stake in Broadcom

NetApp stock climbed Thursday, with the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.

Dell Technologies' AI surge is fueling record server growth, a $95B backlog and higher FY2027 guidance, strengthening its case as an AI investment.

Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.

HPE stock was falling on Thursday despite signs of continued demand strength as Wall Street weighed whether they think the company can overcome margin pressures and supply headwinds. HPE reported better-than-expected fiscal third-quarter financial results after the stock market closed on Wednesday. The information technology company also raised its guidance for the full year, and CEO Antonio Neri told Barron’s that demand is incredibly strong as customers continue to build out the infrastruc

Jim Cramer broke down Dell Technologies Inc.’s (NYSE:DELL) post-close earnings report on Mad Money’s episode aired on September 1, as he declared it one of the best quarters he has ever witnessed. He stated: You’re getting a Dell, specifically, a blowout quarter from Dell Technologies. After the close, this iconic maker of tech hardware reported […]

And why late September could be the sweet spot for buying.

SNOW shares hit near five-year highs while DELL stock climbed to a record level as Wall Street raised targets after strong second-quarter performances.

Dell has been a strong performer all year and could provide an attractive candidate using a bull put spread.

HPE stock fell amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.

Yahoo Finance Executive Editor Brian Sozzi takes a second look at Broadcom's (AVGO) price performance, which is stumbling despite revenue surging 86% year over year, and why the company has more to offer than to worry about.

NetApp stock slid Thursday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.

Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls

Dell's record $95 billion AI backlog, widening margins and raised guidance reshape the outlook for its AI infrastructure business.

Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

Dell Technologies Inc. (NYSE:DELL) delivered another strong quarter, with AI infrastructure demand pushing both results and expectations higher. Second-quarter revenue rose 58% year over year to a record $46.97 billion, beating analysts’ $44.9 billion estimate, while adjusted EPS of $7.04 significantly exceeded the $4.91 consensus. The biggest catalyst was Dell’s AI-optimized server business, where revenue […]

Dell Technologies tops the S&P 500 following robust quarterly earnings.

The stock market typically takes a hit in early fall. We like two sector ETFs whose September dips are regularly bested by their bigger rises in October.

On Sept. 2, 2026, the infrastructure giant posted stronger-than-expected results backed by a $95 billion AI backlog, keeping investors focused on order conversion.

Today, Sept. 2, 2026, major indexes snapped losing streaks amid Iran-U.S. hostilities and rising Treasury yields pressuring tech valuations.

NetApp stock slid late Wednesday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.

For long-term growth investors looking to capitalize on the next era of data center expansion, Dell continues to prove why it stands out as a market leader.

Dell Technologies Inc. (NYSE:DELL) reported stellar fiscal second-quarter earnings, beating Wall Street expectations backed by record demand for artificial intelligence servers. Tripling AI server demand, a 70% revenue growth outlook, and booming traditional server sales should have invited bullish calls from Wall Street, yet one firm chose to stick with a Hold rating. On September […]

Dell Technologies' (DELL) latest results and guidance indicated "broad-based strength," though there

LNVGY's low valuation, AI expansion and strong growth outlook offer upside potential, but PC weakness, rising costs and trade risks warrant caution.

Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers. Fiscal second-quarter revenue was $47 billion, up 58% year...

MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.

Nvidia stock approached a buy point Wednesday as chip stocks rallied following a bullish quarterly report from Dell Technologies.

Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.

Revenue up 58%, AI servers at $16.40 billion, and a stock up 236% on the year (thanks, higher prices)

Dell Technologies (DELL) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Despite a challenging macroeconomic environment, a few companies in the Zacks Computer-Peripheral Equipment industry, including LOGI, IMMR and TACT, are worth watching due to their end-market strength.

3D Systems (DDD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The AI backlog alone now represents roughly 84% of last year's total company revenue.

Jim Cramer just called a stock he says matters more than Nvidia right now, and the pick is not who most AI investors are watching. The reason behind his conviction reveals a strange tension in how the market is pricing the entire AI buildout.

Supply constraints may be leaving more upside on table

All three major US stock indexes were up in late-morning trading Wednesday, as the recent run-up in

Dell raised its annual revenue forecast by $25 billion after quarterly AI-server orders reached $60.9 billion.

Micron stock has stalled in recent months but memory prices keep rising and that should be reflected in its coming earnings.

Dell raises its fiscal 2027 outlook as AI server demand expands, traditional infrastructure stays strong, and component shortages constrain shipments.

Dell showed that the AI data center business is still hopping as it delivered a monster beat-and-raise earnings report. Dell stock jumped on the news.

Lam Research stock has surged impressively this year, and a closer look at the memory market's prospects suggests that it isn't done soaring yet.

NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12 months.

Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.

Stocks were little changed as Treasury yields stayed elevated.

Pasqal stock is stumbling out of the gate after its Nasdaq debut. Here’s why investors shouldn’t panic.

Ness Ziona, Sept. 02, 2026 (GLOBE NEWSWIRE) -- QTREX Quantum Ltd. (Nasdaq: QTEX) ("QTREX" or the "Company"), a company focused on advancing Additively Manufactured Electronics ("AME") for quantum computing infrastructure, today announced that one of Israel's three largest defense companies and one of the world's leading aerospace and defense organizations has begun deploying QTREX's AME technology for a joint development program focused on strategic systems operating at the physical limits of pr

AAPL shares rose 2.6% as John Ternus became CEO, with investors welcoming continuity and looking to his AI strategy.

Dell Stock Surges After $61 Billion AI Orders and $192 Billion Revenue Forecast

Full-year revenue guidance raised to $192 billion from $167 billion

Record AI server demand prompted Dell to lift its full-year revenue outlook by $25 billion to $192 billion.

Epson and STOPware, a leader in visitor management solutions, today announced a partnership to bring next-generation visitor badge printing to organizations seeking stronger, smarter on-site security. The integration of Epson's ColorWorks® on-demand color label printing technology with STOPware's trusted PassagePoint visitor management platform delivers elevated security, instant identification and operational efficiency at every visitor sign-in location.

Micron stock has stalled in recent months but memory prices keep rising and that should be reflected in its coming earnings.

Stock perpetual futures hit $665.42B in August as SNDK, SK Hynix and SPCX took half of crypto exchange volume.

Dell Technologies Inc (DELL) posts record $47 billion revenue, up 58%, with AI server backlog hitting $95 billion and full-year guidance raised to $192 billion.

Computer hardware and IT solutions company Dell (NYSE:DELL) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion at the midpoint came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.

Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight

The ‌U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran.

Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus

Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.

Dell Technologies Inc. shares jumped in extended trading after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Michael Monaghan, partner and portfolio manager for Founder Etfs, says Dell dominates the supply chain and keeps innovating. He joins "Bloomberg The Close."

Dell Technologies' (DELL) fiscal second-quarter results beat Wall Street's estimates, driven by reco

Dell Technologies (DELL) delivered earnings and revenue surprises of +41.65% and +3.60%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Dell Technologies Inc. has sharply increased its full-year sales outlook to around $192 billion, driven by booming enterprise adoption of artificial intelligence infrastructure.

While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The PC giant-turned-AI infrastructure player smashed expectations, raising FY 2027 revenue expectations by $25 billion.

ROUND ROCK, Texas, September 01, 2026--Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027 second quarter and provides guidance for its fiscal 2027 third quarter and full year.

Options imply an 11% post-earnings move

Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets

Dell Technologies crushed Wall Street's targets for its fiscal second quarter and with its outlook. Dell stock surged in extended trading.

Dell stock jumped over 10% after hours as AI orders hit $60.9 billion and the company lifted its full-year outlook.

Computer hardware and IT solutions company Dell (NYSE:DELL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.

Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...

The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion

Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).

Dell stock surged following the server maker's quarterly results on Tuesday.

Brent crude climbs as U.S.-Iran tensions escalate, fueling a broad bond sell-off and inflation concerns today, Sept. 1, 2026.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.

News of the day for Sept. 1, 2026

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

Nvidia’s latest ‘circular’ deal is more complex than ever, Amazon faces an FTC state lawsuit, and changes at the top for Apple.

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.

Chip designers have spent weeks describing what soaring memory prices are doing to their margins. On Tuesday, the company that built $16.1 billion of AI servers last quarter shows its own.

Dell earnings land Tuesday. Options expiring Friday price an 11% swing, and analysts want AI margins, not just revenue.

It’s another quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Broadcom, Dell Technologies, Palo Alto Networks and Snowflake all set to report.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

Dell Technologies (DELL) is expected to deliver a strong beat in fiscal Q2 and raise its fiscal 2027

High expectations leave little room for disappointment

Dell makes servers for artificial intelligence data centers and hyperscalers.

News of the day for Aug. 31, 2026

Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting earnings this Tuesday after market hours. Here’s what to expect.

This week features earnings from Nvidia rival Broadcom plus reports from Dell and Hewlett Packard Enterprise.

After a big week for tech earnings headlined by Nvidia’s quarterly update, the main focus for investors may turn back to economy data in the coming days.

Dell Technologies (NYSE: DELL) is promoting disaggregated private cloud infrastructure as a core approach for hybrid and AI-focused enterprise workloads. The shift, led by Dell's Senior Vice President of Data Center Solutions, targets large enterprises that want more agile and scalable IT architectures. Enterprises such as Omega Healthcare are already deploying these disaggregated private cloud solutions in real-world environments. This push toward AI-ready, modular cloud infrastructure is...

Despite a challenging year, the EMS provider posts strong sequential growth and strategic wins, while navigating supply chain constraints and a significant non-cash charge.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

Dell is set to report earnings after markets close Tuesday, with the computer and server maker’s stock seen nearing its recent highs after the results.

Hewlett Packard Enterprise's Q3 results are likely to gain from AI infrastructure, networking and hybrid cloud demand as its expanded portfolio drives growth.

GTLB heads into Q2 earnings with cloud and AI demand driving growth, while competition and restructuring risks might weigh on results.

Marvell Technology's Q2 beat and stronger outlook reflect broad AI-driven data center demand, while custom silicon growth adds to its expansion.

ADSK's Q2 fiscal 2027 revenues rise 16% as operating leverage lifts margins, while construction strength and emerging markets support growth.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

Chris Kelly, Senior Vice President of Data Center Solutions, Asia Pacific, Japan and Greater China (APJC), Dell Technologies, discusses why legacy infrastructure is no longer enough to support today's hybrid cloud and AI-driven enterprise. As organizations face growing pressure to modernize while controlling costs, meeting governance requirements, and avoiding vendor lock-in, he explains how a disaggregated private cloud approach can help CIOs build a more agile, automated, and future-ready IT f

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.

Moby summary of Nutanix, Inc.'s Q4 2026 earnings call

Today, Aug. 27, 2026, margin pressure from higher memory and commodity costs weighed on the stock despite strong quarterly results.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20%

Everpure stock was trading up and down after-hours despite the data storage company handily beating Q2 earnings expectations.

Dell is expected to deliver strong revenue and earnings in Q2, and the momentum will sustain through fiscal 2027 and beyond.

Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.

HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.

The veteran computing manufacturer is successfully capitalizing on the rise of artificial intelligence.

Besides Wall Street's top-and-bottom-line estimates for Dell Technologies (DELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2026.

RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; stock code: 2498.HK), a pioneering robotics platform company for Physical AI, has officially released its 2026 interim results.

Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached

Everpure (P) delivered earnings and revenue surprises of +18.64% and +8.33%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

HP (HPQ) delivered earnings and revenue surprises of +10.67% and +5.59%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Everpure stock was trading up and down after-hours despite the data storage company handily beating Q2 earnings expectations.

Penguin Solutions' growing AI-driven backlog, predictable bookings-to-revenue cycle and stronger pipeline are improving revenue visibility into fiscal 2027.

Dell stock has surged over 260% this year on the back of a booming AI server business, but a specific set of conditions must align before shares reach the next major milestone. Here is what the numbers actually require.

The debate over parks and box office hits is missing the real story: Disney's streaming business has finally turned into a profit machine.

Dell Technologies (NYSE:DELL) is positioning agentic artificial intelligence as a shift not only in enterprise infrastructure, but also in how companies organize work, manage costs and secure autonomous systems. At The Six Five Summit’s AI infrastructure track, John Roese, Dell’s global chief techn

Dell Technologies stock has delivered a very large 5 year return, yet current valuation checks still point to upside, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggesting the shares may trade below fair value even after a recent pullback. Over the past 5 years, Dell Technologies has returned about 8.6x on an absolute basis, which puts recent short term declines into context for longer term holders. Growing demand for AI and hyperscale data center...

WEST WARWICK, R.I., August 25, 2026--AstroNova, Inc. (Nasdaq: ALOT) Shareholders Approve Acquisition by Arcline Investment Management

One company just turned profitable on a 17.5% net margin; the other commands 97% of Fortune 500 but carries $31.5B in debt.

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.

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.

Dell stock had its ups and downs in the early 1990s before shares went on a tear in the latter part of the decade.

A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

On 18 August 2026, Team Liquid announced a five-year extension of its long-running collaboration with Dell Technologies’ Alienware brand, expanding a relationship that now spans performance testing, product development, content creation, global events and elite training facilities across three continents. This expanded esports collaboration highlights how Dell is using Alienware and Team Liquid as a real-world testbed for high-performance gaming and AI-optimized systems that can inform its...

OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.

Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher

Super Micro Computer stock has delivered a very large 5-year gain, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) still suggest the shares trade at a discount to that intrinsic value. Super Micro Computer has returned about 9.5x over the last 5 years, which puts extra focus on whether the current price still leaves room for further value to be realised. Strong demand for AI-focused servers and data center solutions can support expectations...

Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

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?

While investors are focused on Dell Technologies’ artificial-intelligence compute segment, we think Dell’s storage portfolio remains underappreciated and should enable not just revenue but also profit acceleration. As enterprises begin to repatriate workloads back on-premises, we think storage will see an uptick in demand, and notably, Dell could be unique in providing a more end-to-end AI offering.... 3) Dell is shifting the portfolio away from lower-value third-party offerings and toward mor

Today's Research Daily features new research reports on 16 major stocks, including Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ).

Apple's stock commands a premium price among its peers, but its growth and profit metrics tell a different story. Is the market paying for the past or the future.

ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.

HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.

Team Liquid’s decision to extend its partnership with Dell Technologies (DELL) gaming brand Alienware through 2031 keeps the company firmly tied to one of esports’ longest-running collaborations and a large competitive gaming audience. See our latest analysis for Dell Technologies. Dell Technologies’ share price has been volatile around AI and gaming news, with a 7 day share price return down 12.08%, a 90 day share price return of 47.29%, and a very large 5 year total shareholder return that...

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

GREENVILLE, S.C., August 20, 2026--ScanSource, Inc. (NASDAQ: SCSC), a leading technology distributor uniquely positioned to address complex technologies, today announced a definitive agreement to acquire MicroAge. MicroAge is a leading IT solutions integrator, managed services provider (MSP), and digital transformation partner, helping businesses design, implement, secure, manage, and optimize their IT environments. The acquisition strengthens ScanSource’s reach into strategic growth technologie

Dell Technologies (DELL) closed at $437.51 in the latest trading session, marking a -6.64% move from the prior day.

SNOW's AI adoption is growing rapidly, but Dell Technologies' stronger earnings momentum, AI server demand and diversified drivers may offer greater upside.

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

It's been a big year so far, at least for these 15 companies.

Shares of Dell Technologies, Inc. (DELL) are up 281% this year on institutional demand.

ROUND ROCK, Texas, August 18, 2026--Dell Technologies (NYSE: DELL) will conduct a conference call Tuesday, Sept. 1, 2026, at 3:30 p.m. CDT to discuss its fiscal 2027 second 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.

Memory chip makers surged Monday behind a wave of good news that rallied investor confidence in the artificial-intelligence boom. Companies that suddenly find themselves crucial to the supply chain, like the Bay Area’s Sandisk, are proving the biggest winners. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks. Big Tech spending on AI, set to reach trillions of dollars, has stretched the supply of high-capacity memory chips to levels of exhaustion rivaling

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

RELY, PARR, SNDK, DELL and NESR emerge as relative price strength picks amid solid earnings and broader market participation.

Award expands OSS relationships across U.S. Department of Defense research and development organizations and includes potential follow-on purchases over the next four yearsESCONDIDO, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced it has received a new $1.3 million award from the U.S. Navy. The

Sandisk recently unveiled a long-term guidance which appears to have investors bullish on its stock again.

Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.

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

The global OCP rack market is projected to grow from USD 1.68 billion in 2025 to USD 4.32 billion by 2030, at a 21.0% CAGR. Growth is driven by edge computing, AI infrastructure, hyperscale data centers, HPC, liquid cooling, and demand for high-density, modular Open Compute Project racks. North America will lead the market, while hyperscalers and wholesale colocation providers will account for the largest end-user value. The report analyzes market trends, opportunities, challenges, regions, appl

Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...

No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them a long-term financial model. And of course, the market had to ...

Wells Fargo expects Dell's supply chain and NVIDIA server exposure to support another powerful year of AI infrastructure growth.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

AI-powered Big Data demand is creating opportunities for NVIDIA, Palantir and Dell as enterprises scale analytics and AI infrastructure.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Dell Technologies stock has room to run higher after its recent breakout, according to Wells Fargo Securities.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.

Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the momentum or set the stage for a painful reset.

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

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

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

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?

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

Data Center Interconnect with IPoDWDM & WDM Systems  delloro.com

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