News sentiment analysis for DELL
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2025-11-29
Citizens Initiates Market Outperform on IREN Limited (IREN) as it Shifts Focus from Bitcoin Mining to AI High-Performance Computing
Description: REN Limited (NASDAQ:IREN) ranks among the best short squeeze stocks to buy right now. On November 19, Citizens began coverage of IREN Limited (NASDAQ:IREN) with a $80 price target and a Market Outperform rating. The firm emphasized IREN’s strategic shift from bitcoin mining to providing services in the AI industry’s high-performance computing (HPC) segment, emphasizing […]
How Recent AI and Market Shifts Are Changing the Story for Dell Technologies
Description: Dell Technologies' consensus analyst price target has recently decreased, moving from $164 to $162.87. This adjustment comes as analysts weigh expanding AI opportunities against sector risks, resulting in a slight change to their overall outlook. Stay tuned to discover how you can follow and interpret these ongoing shifts in the investment narrative for Dell Technologies. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Dell...
Dell’s Improved Earnings and AI Momentum Prompt Analyst Price Target Hike
Description: Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines on Wall Street. On November 26, Goldman Sachs raised its price target on the stock to $185 from $175 while maintaining a “Buy” rating. The price target raise follows Dell’s improved fiscal 2026 earnings guidance, stronger AI server demand, and improved margin trajectory. Firm […]
Morgan Stanley Stays Underweight on DELL Despite Strong AI Server Momentum
Description: Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks on the Market’s Radar. On November 26, Morgan Stanley raised its price target on the stock to $113.00 from $110.00 while maintaining an “Underweight” rating on the stock. According to firm analysts, Dell’s strong AI server business is a standout accounting for more than 100% of […]
2025-11-28
Micron (MU) Stock Rises as AI Boom Sparks Fresh Wave of Chip Price Hikes
Description: Memory Pricing Frenzy Lifts Micron (MU) Shares
DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
Description: Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.
Micron Stock Is Having a Stellar Year. Dell and HP Earnings Explain Why It Could Get Even Better.
Description: Dell and HP are paying more for memory chips. That is good news for Micron and other memory and data-storage players.
Wall Street Likes Server Stocks After Nvidia’s Q3. Is DELL or HPE Stock a Better Buy Here?
Description: NVDA results and commentary from CEO Jensen Huang support a continued bull market for AI stocks. Dell and HPE are both expected to benefit.
Dell Reports Record Q3 on AI Demand, Targets $25B in AI Server Shipments
Description: Company sets new highs in AI server orders, backlog, and profitability as AI infrastructure drives growth.
Earnings Beat: Dell Technologies Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Description: It's been a good week for Dell Technologies Inc. ( NYSE:DELL ) shareholders, because the company has just released its...
2025-11-27
SMCI Aims for $36B in FY26 Revenues: Is the Growth Target Realistic?
Description: Super Micro Computer targets $36B in FY26 revenues despite a quarterly dip, betting on AI demand and its modular data center strategy to drive growth.
Global Markets Boosted by Fed Rate-Cut Hopes; U.S. Markets Closed for Thanksgiving
Description: Global markets rose on hopes of a Federal Reserve rate cut and as investor optimism over artificial intelligence returns. U.S. markets are closed Thursday for the Thanksgiving holiday
Dell Technologies (DELL) Is Up 11.6% After Strong Q3 and Raised AI-Driven Guidance – Has the Bull Case Changed?
Description: Dell Technologies reported third-quarter results with revenue of US$27.01 billion and net income of US$1.55 billion, along with raised full-year guidance citing robust AI server demand and significant client collaborations. New alliances in AI infrastructure, product launches, and major deals for Dell’s PowerEdge servers highlight the company’s expanding influence in the rapidly growing enterprise AI market. We’ll explore how Dell’s strong AI-focused guidance and new partnerships could...
2025-11-26
Stock Market News: Campbell’s in hot soup, Robinhood's bets pays off, and Dell gains
Description: The holiday season is here, and the enthusiasm of the long weekend was reflected in the market gains, which advanced for a third consecutive day on Wednesday, November 26, 2025. The S&P 500 rose 0.7% today, buoyed by a significant surge in Robinhood's stock.The tech-heavy Nasdaq Composite rose ...
Dell's shocking earnings sends blunt Micron message
Description: Dell Technologies is one of the world's biggest makers of personal computers. It's also a major player in servers used in data networks, and that means it's one of the big beneficiaries from surging artificial intelligence spending. On November 25, the strength associated with AI was on full ...
Wall Street stocks post fourth-straight session of gains
Description: <body><p>STORY: U.S. stocks ended higher on Wednesday, with the Dow and S&P 500 gaining more than two-thirds of a percent, and the Nasdaq adding about eight-tenths of a percent.</p><p>All three indexes notched their fourth consecutive daily gains, as investors looked past worries over inflated tech valuations that dragged all three to losses last week.</p><p>:: Dell Technologies</p><p>Those fears were eased further on Wednesday by Dell's consensus-beating fourth-quarter revenue forecast, which sent its shares up nearly 6%.</p><p>Leah Bennett is chief investment strategist at Concurrent Investment Advisors.</p><p>"Part of the reason the market is up today, you had Dell come out and raise guidance and estimates and kind of gave more assurance on the AI trade. So you're seeing a lot of those stocks up. And then there were really pretty poor expectations for the retailers coming into the season. You've actually seen some beat expectations, albeit low expectations, but you've seen better earnings and guidance from those companies as well. So I think that's leading to the pick up in the market."</p><p>Urban Outfitters was among those retailers that beat expectations, sending its shares up 13.5%.</p><p>Among other movers, human resources software firm Workday slid about 8% after the company reported third-quarter subscription revenue in line with estimates.</p><p>:: John Deere</p><p>And shares of Deere slid more than 5.5% after forecasting weaker-than-expected annual profit, weighed down by tariff effects.</p><p>U.S. financial markets are closed Thursday for the Thanksgiving holiday.</p></body>
Stocks to Watch Wednesday Recap: Deere, HP, Dell, Workday
Description: ↗️ Dell (DELL): The computer and software maker raised full-year guidance and forecast AI server shipments would more than double. Shares closed up almost 6%. ↘️ HP (HPQ): The computer and printer maker plans to cut up to 10% of its workforce as it invests further in artificial intelligence.
Stock Market Today: Dow Ends Rally Up 314 Points; Eldorado Gold Eyes New Entry (Live Coverage)
Description: Stocks rise Wednesday after a bullish market move in the previous session. Cathie Wood's ARK buys Google following Warren Buffett's stake in the tech titan.
Earnings live: Zscaler stock tanks, Dell rises, Deere slides in last major earnings day this week
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
These Stocks Moved the Most Today: Alphabet, Nvidia, AMD, Apple, Dell, Robinhood, Deere, HP Inc., Urban Outfitters, and More
Description: Alphabet fell and Nvidia rose Wednesday. Investors are betting Alphabet can become a dominant player in AI.
Wall Street Rises For Fourth Straight Session Amid Tech Jump
Description: Major equity indexes rose on Wednesday, marking the fourth consecutive day of gains on Wall Street a
U.S. Stocks Rise for a Fourth-Straight Session, Lifted by Hopes of Rate Cuts
Description: Major stock indexes gained amid rate-cut optimism and renewed enthusiasm for the AI trade. The Nasdaq composite rose 0.8%, and the S&P 500 added 0.7%.
Sector Update: Tech Stocks Gain Late Afternoon
Description: Tech stocks advanced late Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK) ris
Tech Firms From Dell to HP Warn of Memory Chip Squeeze From AI
Description: Consumer electronics makers including Xiaomi Corp. have sounded the alarm about potential price increases, while others including Lenovo Group Ltd. have begun stockpiling memory chips in anticipation of rising costs. Counterpoint Research this month forecast a 50% price rise for memory modules through the second quarter of next year.
This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
Description: Dell Technologies shares surged Wednesday after the PC maker hiked its full-year outlook, pointing to a boost from AI-driven demand.
Dell could potentially double its AI revenues, analyst says
Description: Shares of Dell Technologies are jumping after issuing better-than-expected fourth quarter guidance. BofA Securities senior IT hardware analyst Wamsi Mohan is bullish on the stock, saying, "when you look out to next year, I think they're in a position where they could even double their AI revenues." To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Equities Rise Intraday as Markets Parse Macro Data; Tech Sector Advances
Description: US benchmark equity indexes were higher intraday, led by the technology sector as traders evaluated
Can Dell Stock Break Through Its 100-Day Moving Average on Post-Earnings Pop?
Description: Dell shares rally as the management raised guidance for the full-year. Jim Cramer recommends owning DELL stock for the long-term.
HP Stock Tumbles While Dell Stock Climbs After Earnings. Here’s What Happened.
Description: ‘This was supposed to be a disaster due to components. It wasn’t and Dell should be rewarded,’ Melius Research analyst Ben Reitzes wrote.
Top Stock Movers Now: Robinhood, Dell, Deere, HP, and More
Description: Major U.S. equities indexes climbed Thursday afternoon ahead of the Thanksgiving holiday amid renewed optimism about a Federal Reserve rate cut next month.
DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
Description: Dell Technologies' third-quarter fiscal 2026 results reflect strong AI-driven growth and an expanding backlog.
Why Dell Technologies Stock Rallied Today
Description: Dell provided investors with what they wanted to hear regarding guidance.
What Dell’s Q3 Numbers Mean for Your Portfolio: Buy, Sell, or Hold?
Description: Despite the AI-led tailwinds, Dell’s stock performance has been relatively muted this year. However, a swelling backlog, a growing global customer base, and profit expansion point to sustained growth.
2025-11-25
Dow Jones Futures Rise With Market Above Key Level; What To Do Now
Description: The major indexes broke above their 50-day moving averages, despite Nvidia and AMD woes. Here's what to do now.
Rate Cuts Back On? Markets Trade Like They Are
Description: News on a prospective new Fed Chair is giving market participants permission to price in multiple rate cuts once again, perhaps starting next month.
Dell Technologies (DELL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Description: While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dell Technologies (DELL) Surpasses Q3 Earnings Estimates
Description: Dell Technologies (DELL) delivered earnings and revenue surprises of +4.44% and -0.98%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?
Dell's Q3 earnings: Analyst takeaways
Description: TECHnalysis Research president, Bob O'Donnell, joins Market Domination Overtime host Josh Lipton to discuss Dell's (DELL) third quarter earnings results. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Dell Stock Gains After Posting Mixed Quarter But Strong AI Demand Outlook
Description: Dell Technologies beat expectations for its October quarter but offered sales slightly below estimates. Dell stock rose in late trades. The Round Rock, Texas-based computer maker earned an adjusted $2.59 per share on sales of $27 billion in the quarter ended Oct. 31.
Earnings live: Kohl's stock soars 42% following Q3 earnings, Zscaler falls after hours, Dell rises
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Dell gives upbeat FY outlook as AI server demand drives quarterly revenue
Description: Investing.com -- Dell Technologies posted record third quarter revenue and provided upbeat full year guidance on Tuesday, supported by rapidly growing demand for AI servers and stronger performance in its infrastructure business.
Dell lifts annual guidance, touts stronger AI-related demand
Description: Investing.com -- Dell Technologies on Tuesday reported mixed Q3 results, but lifted its annual guidance, and touted stronger AI-related hardware demand ahead.
Dell's AI Forecast Isn't Exciting, Susquehanna's Hosseini Says
Description: Mehdi Hosseini, Susquehanna International Group senior equity research analyst, says he is remaining neutral on Dell after the company raised its annual projections for the key artificial intelligence server market. He speaks on "Bloomberg The Close."
Dell Technologies Raises Outlook as AI Server Shipments Increase
Description: The company anticipates full-year revenue of $111.2 billion to $112.2 billion as AI server shipments more than double.
Dell Stock Rises on Strong AI Server Outlook
Description: Dell reported better-than-expected earnings results. Its shares were rising in after-hours trading after the company raised its AI server guidance. Revenue came in at $27 billion, roughly in line with analysts’ expectations of $27.15 billion.
Dell (NYSE:DELL) Reports Q3 CY2025 In Line With Expectations
Description: Computer hardware and IT solutions company Dell (NYSE:DELL) met Wall Streets revenue expectations in Q3 CY2025, with sales up 10.8% year on year to $27.01 billion. The company expects next quarter’s revenue to be around $31.5 billion, coming in 14.6% above analysts’ estimates. Its non-GAAP profit of $2.59 per share was 4.5% above analysts’ consensus estimates.
Dell misses Q3 revenue estimates while raising full-year forecast
Description: Dell Technologies (DELL) released third quarter results after Tuesday's market close, beating Wall Street estimates on adjusted earnings ($2.59 per share vs. expectations of $2.47) while falling short of total revenue forecasts ($27.01 billion vs. expectations of $27.19 billion). Market Domination Overtime host Josh Lipton dives into the hardware and computer company's latest earnings release and its fourth quarter and full-year forecasts. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Dell Technologies: Fiscal Q3 Earnings Snapshot
Description: ROUND ROCK, Texas (AP) — Dell Technologies Inc. DELL) on Tuesday reported fiscal third-quarter net income of $1.55 billion. On a per-share basis, the Round Rock, Texas-based company said it had net income of $2.28.
Dell bets on rising AI server demand to forecast higher growth
Description: (Reuters) -Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost demand for its servers, sending its shares up 4% in extended trading. The company also announced the permanent appointment of David Kennedy as its finance chief. Dell, which raised its annual revenue and profit expectations, offers AI-optimized severs equipped with Nvidia's powerful chips.
Dell Technologies Delivers Third Quarter Fiscal 2026 Financial Results
Description: ROUND ROCK, Texas, November 25, 2025--Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2026 third quarter and provides guidance for its fiscal 2026 fourth quarter and full year. The company also names David Kennedy its chief financial officer on a permanent basis.
Nutanix Reports First Quarter Fiscal 2026 Financial Results
Description: Reports 18% YoY ARR Growth and Solid Free Cash Flow PerformanceSAN JOSE, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced financial results for its first quarter ended October 31, 2025. “We saw solid demand for our cloud platform in our first quarter, with bookings that were slightly ahead of our expectations, ARR growth of 18% year-over-year, another healthy quarter of new logo additions, and solid free cash flow pe
Equity Markets Rise Intraday as Investors Weigh Macro Data, Earnings
Description: US benchmark equity indexes were higher intraday as traders assessed the latest economic data and co
Economic Data Deluge
Description: Economic Data Deluge.
2025-11-24
Retail sales, Dell earnings, pending home sales: What to Watch
Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, November 25, including the release of September's retail sales, Producer Price Index (PPI) survey, and consumer confidence data; quarterly earnings from companies like Alibaba (BABA, 9988.HK), Kohl's (KSS), and Dell Technologies (DELL); and the latest print of US pending home sales. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Mirion, Jacobs Solutions, Planet Labs, Dell, and IonQ Shares Skyrocket, What You Need To Know
Description: A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday.
Trump Signs ‘Genesis Mission’ Order to Boost Innovation With AI
Description: The effort aims to better coordinate research done by agencies across the government and more effectively integrate AI tools to achieve more scientific breakthroughs, according to Michael Kratsios, the director of the White House Office of Science and Technology Policy, who spoke to reporters on the order ahead of Trump’s signature. The mission will harness the computing resources of the Department of Energy’s national labs to tap federal datasets and enable more experiments utilizing AI, Kratsios added, predicting the effort would help shorten the timelines for scientific discoveries.
Earnings live: Zoom stock pops after upbeat results as CEO touts AI adoption
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
S&P 500 Companies to Close Out Earnings Season With Above-Consensus Profit, Oppenheimer Data Show
Description: S&P 500 companies are set to wrap up this earnings cycle with quarterly profits well above market es
‘Big Short’ investor Michael Burry warns Nvidia is the Cisco equivalent in today’s AI boom: ‘Sometimes the new company is the same company on a pivot’
Description: Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.
Pre-Markets in Green to Start Holiday-Shortened Week
Description: Pre-Markets in Green to Start Holiday-Shortened Week.
Dell Q3 Earnings Preview: What To Expect From Upcoming Report
Description: Options Traders Brace for Turbulence Ahead of Dell (DELL) Q3 Print
Stock Market Live November 27: S&P 500 (VOO) Rises to Start Holiday-Shortened Week
Description: This article will be updated throughout the day, so check back often for more daily updates. The S&P 500 closed down 2% for the week on Friday, despite a last minute rebound on the week’s final trading day. That positive momentum is continuing into Monday, however, and this morning the Vanguard S&P 500 ETF (NYSEMKT: ... Stock Market Live November 27: S&P 500 (VOO) Rises to Start Holiday-Shortened Week
Pre-markets Up After Week of Tech Selloffs
Description: Much juice has been squeezed from the "AI infrastructure" orange: enough to prompt a new tech rally this week?
Jim Cramer on Dell: “You Need to Own the Stock Ahead of the Quarter”
Description: Dell Technologies Inc. (NYSE:DELL) is one of the stocks on Jim Cramer’s game plan for the week. Cramer made a bold call about the company during the episode, as he said: “I can’t believe how important Tuesday evening is. First, we have Dell Technologies. The betting line here is that the company’s going to stumble […]
Stocks Gain Pre-Bell as Fed Rate Cut Hopes Rise; Traders Await Key Economic Data
Description: The benchmark US stock measures were trending higher before the opening bell Monday amid renewed hop
Option Volatility and Earnings Report for November 24 - 28
Description: Earnings season is starting to die down a little, which may come as a relief for some after last week’s market carnage. This week, we only have a few key companies reporting including Alibaba, Zscaler, Deer & Company and Dell Technologies.
US Equity Investors to Watch Out for Evolving Fed Policy Outlook, Greenlight to Nvidia's China Chip Sales
Description: US equity investors will focus on the impact of incoming economic data on monetary policy expectatio
Global Markets Rise Despite Concerns Over Potential AI Bubble
Description: U.S. stock futures gained at the start of Thanksgiving week following a run of volatile trading, while international markets were mostly higher.
Dell Earnings, Inflation Data, Retail Sales: What to Watch This Week
Description: Before Thanksgiving travel and Black Friday shopping grab the spotlight, some notable earnings and delayed economic reports are due. Here's what to watch for: Today Earnings (p.m.): Agilent Technologies, Zoom Communications Economic data: Dallas Federal Reserve manufacturing survey Overseas: Japanese markets are shut for a holiday.
2025-11-23
Dell (DELL) To Report Earnings Tomorrow: Here Is What To Expect
Description: Computer hardware and IT solutions company Dell (NYSE:DELL) will be announcing earnings results this Tuesday after market close. Here’s what to look for.
Stock market today: Dow, S&P 500, Nasdaq futures leap, sparking hopes of rebound from November losses
Description: US stock futures have jumped pre-market Monday as the Fed has indicated positive sentiment towards a December rate cute.
Dell, HP Inc., Alibaba, Zoom, Deere, and More Stocks to Watch This Week
Description: This Thanksgiving week will bring some September economic data, as well as earnings from Best Buy, Smucker, Zscaler, and more.
Economic data returns, retail earnings feature in holiday-shortened week: What to watch this week
Description: Investors will be tracking retail earnings and economic data as the government works through a backlog of reports delayed by the shutdown.
What to Expect in Markets This Week: Retail Sales; Earnings From Deere, Dell and Alibaba; and Thanksgiving
Description: Coming up: Thanksgiving holiday, retail sales, earnings from John Deere, Dell, Alibaba, Applied Digital, and Chinese EV makers.
Can IonQ's (IONQ) New Leadership Shape Customer Adoption Amid the Quantum Race?
Description: IonQ announced that Scott Millard, a technology executive with a background in leading multibillion-dollar AI sales teams at Dell Technologies, has been appointed as Chief Business Officer, succeeding Rima Alameddine and reporting to CEO Niccolo de Masi. This leadership transition comes as IonQ pursues major partnerships, technical milestones, and expanded quantum computing offerings in its drive to accelerate commercial adoption amid a rapidly evolving industry landscape. We'll explore how...
2025-11-22
Does the Recent 22.8% Drop in Dell Stock Signal Opportunity in 2025?
Description: Ever wondered if Dell Technologies is truly a bargain right now, or if the market might be missing something big? This breakdown is for anyone curious about what the numbers are really saying beneath the surface. After a stellar run over the past few years, with a 278.4% gain over five years, Dell’s stock has pulled back recently, losing 8.4% in the last week and 22.8% over the past month. Despite these declines, it is still holding onto a 5.1% gain year-to-date. Lately, headlines have been...
The Weekend: Nvidia's stellar sales briefly dispel bubble fears as Reeves' high-stakes budget looms
Description: Key moments from the last seven days, plus a glimpse at the week ahead.
Stock Market Week Ahead: A Trillion-Dollar Shopping Season
Description: The stock market faces a busy calendar of retail earnings as Thanksgiving week marks the launch of a $1 trillion holiday shopping season.
Jim Cramer Says “Nebius is Too Speculative for Me”
Description: Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks on Jim Cramer’s radar recently. When a caller expressed interest in the stock during the lightning round, Cramer remarked: “Okay, Nebius is too speculative for me. It’s losing money. Why not just go with Dell? Dell’s a terrific company. The stock is down very big. Buy […]
2025-11-21
Dell earnings, Sept. retail sales, jobless claims: What to Watch
Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come out throughout next week, including quarterly earnings results from companies like Kohl's (KSS), Dell Technologies (DELL), and HP Inc. (HPQ); the release of September's delayed retail sales data and durable goods orders; and additional economic data, that includes initial jobless claims and pending home sales. Next week's trading week will be shortened with the stock market closed on Thursday for Thanksgiving and Friday's session ending early at 1 P.M. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Plexus, Dell, Avnet, NetApp, and ScanSource Shares Skyrocket, What You Need To Know
Description: A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official hinted at a potential interest rate cut in December.
Earnings live: S&P 500 on track for highest revenue growth in 3 years, with reports from Deere, Zoom ahead
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Deere Earnings, Inflation Data, Black Friday: What to Watch in the Next Week
Description: Before Thanksgiving travel and Black Friday shopping take the spotlight, a few notable earnings and economic reports lie ahead for investors. Here's what to watch for: This weekend G-20 summit: Leaders from major economies will meet in Johannesburg on Saturday and Sunday.
Apple most immune to memory price rises, others more impacted: Bernstein
Description: Investing.com -- Apple is the best-positioned major hardware maker to weather the sharp surge in memory prices, according to Bernstein, which says the company faces only a “0.3% impact to quarterly EPS” despite historic cost inflation across the industry.
AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
Description: AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.
Christmas delivery delay fears grow as UPS staff threaten to strike
Description: Christmas gift deliveries are at risk of delays as 2,000 UPS workers threaten to go on strike.
Alibaba Stock, AI Server Giant Dell Headline Thanksgiving Earnings Calendar
Description: Alibaba stock has come under selling pressure ahead of its upcoming earnings report, along with AI server giant Dell Technologies.
Dell Stock Has Tanked. The Case for Buying the Dip.
Description: Dell Technologies stock has had an artificial-intelligence problem—but concerns seem overblown. Shares of Dell have slumped 28%, to $118, since we recommended the shares on Oct. 8. Morgan Stanley even downgraded the stock on Nov. 16 because of rising memory chip prices.
Finance week ahead: UK budget, Alibaba, Dell, Remi Cointreau and EasyJet
Description: Earnings preview of key companies reporting in the coming week and what to look out for.
Morgan Stanley Double-Downgrades DELL as Rising Memory Costs Hit Margins
Description: Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Moves on Wall Street. On November 17, Morgan Stanley cut ratings on major technology hardware makers, including Dell. The firm double-downgraded Dell to “underweight” from “overweight,” and cut its price target to $110 from $144. “Dell Technologies (UW): AI server mix + component cost inflation […]
How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings
Description: Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Should You Buy the Double-Downgrade Dip in Dell Stock?
Description: DELL stock dropped following a downgrade from Morgan Stanley. Is this a dip-buying opportunity?
The Zacks Analyst Blog Highlights Dell, Hewlett-Packard, NVIDIA and Microsoft
Description: DELL readies Q3 results as surging demand for AI-optimized servers and a broadening partner ecosystem shape expectations for growth.
Services for Data Center Markets, 2030 by Design & Engineering, FM, Commissioning & Testing, IT Infrastructure Management, Decommissioning & Relocation, Specialized Consulting and Certification
Description: The data center services market is set to expand significantly, with its valuation expected to soar from USD 115.94 billion in 2025 to USD 320.89 billion by 2030, exhibiting a CAGR of 22.6%. Growth is fueled by demand for digital infrastructure, cloud computing, AI, and high-performance workloads. The market spans colocation, managed hosting, cloud solutions, and more, prioritizing operational efficiency and sustainability. Commissioning and testing services are forecasted to witness the fastest
2025-11-20
Sector Update: Tech Stocks Fall Late Afternoon
Description: Tech stocks were lower late Thursday afternoon, with the Technology Select Sector SPDR Fund (XLK) fa
Firebird, Inc. Secures U.S. Export License and Announces Dell Technologies as a Partner, Marking Major Milestones in Armenia's AI Future
Description: Firebird, a U.S.-based AI cloud and infrastructure company, has received U.S. export authorization and is announcing its first $500 million investment in Armenia. This is the initial phase of a multi-billion-dollar megaproject to bring high-capacity AI supercomputing infrastructure to the region. This milestone inaugurates a new chapter in U.S.-Armenia collaboration in advanced technology, innovation, and AI development.
DELL Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Description: Dell Technologies' Q3 results are likely to benefit from solid AI-server momentum and double-digit growth forecasts despite market headwinds.
Broadcom Stock Rises -- Unveils Next-Gen AI Data Tech for Enterprise Workloads
Description: AVGO Gains Momentum Amid Industry-First AI Data Center Products
What Analyst Projections for Key Metrics Reveal About Dell Technologies (DELL) Q3 Earnings
Description: Get a deeper insight into the potential performance of Dell Technologies (DELL) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Data Center Networking Market Analysis Report 2025-2033 Cisco, Arista, Juniper, HPE, Dell, and Huawei Drive Intensifying Competition
Description: The data center networking market is poised for rapid growth due to cloud service expansion, increased data traffic, and digital transformation. Opportunities arise from rising adoption of virtualization, edge computing, and AI analytics. Challenges include deployment costs and complexity, while SDN and automation offer solutions.Dublin, Nov. 20, 2025 (GLOBE NEWSWIRE) -- The "Data Center Networking Market Size, Market Share, Application Analysis, Regional Outlook, Growth Trends, Key Players, Com
2025-11-19
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026
Description: NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago. For the quarter, GAAP and non
Nvidia Takes On an Unfamiliar Role—Weighing Down the Stock Market
Description: Skepticism about the sustainability and payoff of artificial-intelligence investments has played a major role in the market's bleak mood this month. Since Oct. 29, the day Nvidia shares hit their closing high, the AI chip giant's stock has fallen about 10%. An equal-weighted version of the S&P index—which adjusts for the massive market capitalizations of Nvidia and its big tech cohorts—is down only 2% over the same period.
SMCI Declines 18% in 6 Months: Should You Hold or Fold the Stock?
Description: Super Micro Computer stock slide deepens as margin pressure, cash flow strains and rapid expansion raise fresh concerns for investors.
Broadcom Introduces the World’s First Quantum-Safe Gen 8 128G SAN Switch Portfolio
Description: New Brocade Gen 8 Directors and Mid-Range Switch Power the Industry’s Most Secure, High-Performance Storage Network for Enterprise AIPALO ALTO, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the availability of the Brocade X8 Directors and Brocade G820 56-port switch, the industry’s first 128G Fibre Channel platforms designed for today’s mission-critical workloads and enterprise AI app
Dell Technologies (DELL): Valuation in Focus After Analyst Downgrades and Profitability Concerns Confront AI Ambitions
Description: Dell Technologies saw its stock slide sharply after a wave of analyst downgrades. Margin pressure from rising memory costs and a larger AI server mix are drawing investor scrutiny. The stock’s recent move reflects near-term profitability questions. See our latest analysis for Dell Technologies. Despite a recent selloff that saw the share price tumble double digits this month, Dell Technologies has remained in the spotlight thanks to a stream of high-profile AI announcements and strategic...
2025-11-18
Dell Technologies to Present at Investor Conference in December
Description: ROUND ROCK, Texas, November 18, 2025--Dell Technologies (NYSE: DELL) announces that Jeff Clarke, vice chairman and chief operating officer, will present in a fireside chat at the following conference:
Dell Technologies AI Solutions Gain Momentum: A Sign for More Upside?
Description: DELL's soaring AI server shipments, expanding backlog and upgraded AI Factory offerings underscore its accelerating growth in the AI market.
Dell, Nvidia Build Giant Supercomputer With UT Austin
Description: Horizon will support breakthroughs in climate, energy and health
Dell Technologies (DELL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Description: Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
2 Growth Stocks That Can Double By 2030
Description: These tech companies are benefiting from major tailwinds in artificial intelligence.
Block upgraded, Dell downgraded: Wall Street’s top analyst calls
Description: The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Truist upgraded Block (XYZ) to Hold from Sell with a price target of $68, up from $67, ahead of the Investor Day on Wednesday. The risk/reward has improved following the recent pullback in the shares, and while Truist continues to worry about credit risk and the outsized growth of their Cash App Borrow
13 Fallen S&P 500 Stocks Slip Into Bear Market
Description: Now that the AI stock bubble is bursting, it was only a matter of time for the pain to spread. You can see it in the S&P 500.
2025-11-17
Bitcoin Miner Hive's Stock Rises After Record Q2 Revenue, AI Deal
Description: Hive Digital Technologies began rebounding Monday after an earnings win and Dell deal to power the Bitcoin miner’s growing AI ambitions.
Why Dell Technologies (DELL) Dipped More Than Broader Market Today
Description: In the closing of the recent trading day, Dell Technologies (DELL) stood at $122.48, denoting a -8.43% move from the preceding trading day.
Dell Technologies Powers TACC's New Supercomputer Horizon
Description: ROUND ROCK, Texas, November 17, 2025--Dell Technologies (NYSE: DELL) is working with The University of Texas at Austin’s TACC and NVIDIA to build Horizon, the largest academic supercomputer in the U.S. Horizon will serve as a platform for open science and scientific research, advancing progress and discovery for the next generation of researchers in areas like national security, healthcare and climate science.
US Equity Indexes Drop as Volatility Jumps in Broad-Based Sell-Off
Description: US equity indexes dropped on Monday amid a broad-based sell-off, with volatility surging ahead of Nv
These Stocks Are Moving the Most Today: Alphabet, Apple, Dell, HPE, Nvidia, XPeng, Tesla, Quantum Computing, and More
Description: Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.
Dell, Other Computer Makers Drop On Profit-Margin Concerns
Description: Soaring memory chip prices are likely to take a bite out of profit margins for computer makers, including Dell stock.
Dell Stock Got Crushed After a Rare Double Downgrade. The Case for Buying.
Description: Dell Technologies stock slumped following a double downgrade from analysts at Morgan Stanley even though another bank counseled investors to buy the stock ahead of next week’s earnings report. JPMorgan on the other hand, placed Dell on a Positive Catayst Watch. Morgan Stanley slashed its rating for Dell stock to Underweight from Overweight and lowered its price target to $110 from $144 in a research note Sunday.
Why Dell Technologies Stock is Plunging to Lead S&P 500 Decliners Monday
Description: Morgan Stanley downgraded computer hardware makers because of the impact of soaring memory chip prices. Shares of Dell Computer, Hewlett Packard Enterprise and HP Inc. tumbled Monday.
Dell Partners with NVIDIA to Accelerate Enterprise AI Deployments at Scale
Description: Dell's AI Factory with NVIDIA Promises Faster Path from Pilot to Production
Alphabet stock rises, hardware stocks downgraded, Vita Coco climbs
Description: Julie Hyman examines some of the top stories on Wall Street on Yahoo Finance's Market Minute. Big Tech stocks are mixed, with Alphabet (GOOG, GOOGL) gaining as Nvidia (NVDA) is under pressure. Morgan Stanley analysts downgrade hardware stocks, like Dell Technologies (DELL), HP (HPQ), and Hewlett Packard Enterprise (HPE). Vita Coco (COCO) stock climbs after the company updated its tariff impact expectations. Catch Yahoo Finance's interview with Vita Coco co-founder and executive chairman Michael Kirban. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Why Dell (DELL) Shares Are Falling Today
Description: Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 6.9% in the morning session after Morgan Stanley issued a double downgrade on the stock, cutting its rating from 'Overweight' to 'Underweight' and slashing its price target.
Block, Dell, Vita Coco: Top Analyst Calls
Description: Yahoo Finance senior reporter Allie Canal keeps track of several Wall Street analyst calls on top trending stocks, including calls around shares of Dell Technologies (DELL), Block (XYZ), and Vita Coco (COCO). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Block upgraded, Dell downgraded: Wall Street's top analyst calls
Description: Block upgraded, Dell downgraded: Wall Street's top analyst calls
Amazon lawsuit could be a warning to other employers
Description: People who don't work for Amazon might see a headline about the company's employment practices and think: Who cares? Employers that are smaller than Amazon, or in a different sector, might think the same thing. But if history is a guide, Amazon's workplace trends often influence how other ...
QuEra to Showcase Quantum/Classical Integration at SC25
Description: QuEra Computing, the leader in neutral-atom quantum computers, announced today that it is working with Dell Technologies to help define the future of high-performance computing (HPC). Using Dell solutions, QuEra is demonstrating how quantum processing units (QPUs) can seamlessly integrate into mainstream data center architectures.
Dell Technologies Accelerates Enterprise AI with Powerful, Automated Solutions
Description: ST. LOUIS, November 17, 2025--SC25 – Dell Technologies (NYSE: DELL), the world’s top AI infrastructure provider,1 unveils enhancements to the Dell AI Factory designed to simplify and accelerate the enterprise AI journey. These portfolio additions boost performance and automation for AI workloads while removing bottlenecks, delivering greater control with integrated, resilient on-premises infrastructure.
Dell Technologies Advances Enterprise AI Innovation With NVIDIA
Description: ST. LOUIS, November 17, 2025--SC25 – Dell Technologies (NYSE: DELL), the world’s top provider of AI infrastructure,1 and NVIDIA are delivering the future of enterprise AI with advancements to the Dell AI Factory with NVIDIA. These advancements provide simplicity, performance and flexibility for advanced environments and support enterprises across AI applications, from traditional to agentic.
Traders Eye Delayed Jobs Report, Nvidia Earnings, Stifling US Equity Futures Pre-Bell
Description: US equity futures were flat ahead of Monday's opening bell as traders looked ahead to the long-await
SuperX AI Technology Limited Appoints Enterprise Technology Veteran Dr. Chenhong Huang as Chairman and CEO to Lead Global AI Infrastructure Expansion
Description: SuperX AI Technology Limited (Nasdaq: SUPX) ("SuperX" or "the Company"), a full-stack AI infrastructure solutions provider, today announced the appointment of Dr. Chenhong Huang as Chairman of the Board, Executive Director, and Chief Executive Officer of the Company, effective December 1, 2025.
Buy Nvidia stock into this week’s earnings report: Evercore ISI
Description: Investing.com -- Evercore ISI analysts told investors in a note Monday that they are buyers of Nvidia shares ahead of this week’s earnings report, arguing that demand momentum, improving supply and attractive valuation leave the market underestimating the chipmaker’s growth outlook.
2025-11-16
2025-11-15
How the Latest AI and Cloud Developments Are Shaping Dell’s Investment Story
Description: Dell Technologies has seen its fair value estimate rise marginally, with analysts raising the price target from $163.18 to $164.00. This increase reflects a growing sense of optimism as the company continues to strengthen its position in artificial intelligence and expand its reach into new cloud markets. Stay tuned to learn how you can keep up with the evolving narrative and future outlook for Dell Technologies stock. Stay updated as the Fair Value for Dell Technologies shifts by adding it...
2025-11-14
Evercore ISI Lifts Dell Technologies Inc. (DELL) Price Target Following $5.8 Order Deal
Description: Dell Technologies Inc. (NYSE:DELL) is one of the best blue-chip stocks to buy now. On November 3, analysts at Evercore ISI reiterated an “Outperform” rating on Dell Technologies Inc. (NYSE:DELL) and raised the price target to $180 from $160. The price target hike comes as the research firm expects the company to benefit from a […]
These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO
Description: Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.
Is Most-Watched Stock Dell Technologies Inc. (DELL) Worth Betting on Now?
Description: 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.
The Zacks Analyst Blog Highlights NVIDIA, Dell Technologies, Palantir Technologies, Fair Isaac and Guidewire Software
Description: Zacks spotlights five Big Data leaders NVIDIA, Dell, Palantir, Fair Isaac, and Guidewire each carrying a Zacks Rank #2 (Buy) and positioned to capitalize on accelerating AI, cloud and analytics spending heading into 2026.
Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y
Description: AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.
NICE Q3 Earnings Beat Estimates on Strong Cloud Revenues, Shares Down
Description: NICE's Q3 results beat estimates on solid cloud gains, but softer service and product sales weigh on shares in pre-market trade.
2025-11-13
TTM Technologies, CECO Environmental, OSI Systems, Dell, and Napco Shares Plummet, What You Need To Know
Description: A number of stocks fell in the afternoon session after investors continued to question how much more the superstar stocks can add to their already spectacular gains.
Stocks tumble as chances of December interest rate cut fade
Description: Stocks tumbled on Thursday as chances of a December rate cut appeared to fade
Why Super Micro (SMCI) Shares Are Plunging Today
Description: Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.9% in the morning session after reports revealed billionaire investor Philippe Laffont sold his entire stake in the company amid concerns about declining profitability and rising competition.
CI&T Q3 Earnings Fall Short of Estimates, Revenues Surpass
Description: CINT tops Q3 revenue expectations on Financial Services strength. However, earnings fall short of estimates.
Buy 5 Big Data Behemoths to Strengthen Your Portfolio Returns in 2026
Description: Five data-driven giants, NVDA, DELL, PLTR, FICO and GWRE, are powering AI, analytics, and cloud innovation to boost portfolio returns in 2026.
2025-11-12
Mirion, Dell, Globalstar, Flex, and CDW Shares Skyrocket, What You Need To Know
Description: A number of stocks jumped in the afternoon session after investors continued to pile into value-oriented names amid growing valuation concerns. This shift reflects growing caution over high valuations within the technology and artificial intelligence (AI) spheres. As market participants reassessed risk, they reallocated capital from growth-heavy indices, like the Nasdaq, to companies in areas like industrials and financials, which were perceived to be more reasonably priced. Contributing to the
Sea Limited Q3 Earnings Miss Estimates, Revenues Increase Y/Y
Description: SE's Q3 revenues climb 38% on strong e-commerce and digital finance growth, but earnings fall short of estimates.
Should You Hold or Fold HPE Stock After a 27.7% Rise in 6 Months?
Description: Hewlett Packard Enterprise's margin pressures, rising costs, and tough competition cloud its outlook despite recent stock gains
IHS Holding (IHS) Tops Q3 Earnings and Revenue Estimates
Description: IHS Holding (IHS) delivered earnings and revenue surprises of +340.00% and +7.82%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
2025-11-11
Dell Technologies (DELL) Stock Slides as Market Rises: Facts to Know Before You Trade
Description: In the most recent trading session, Dell Technologies (DELL) closed at $138.76, indicating a -2.75% shift from the previous trading day.
Dell Technologies to Hold Conference Call Nov. 25 to Discuss Third Quarter Fiscal 2026 Financial Results
Description: ROUND ROCK, Texas, November 11, 2025--Dell Technologies (NYSE: DELL) will conduct a conference call Tuesday, Nov. 25, 2025, at 3:30 p.m. CST to discuss its fiscal 2026 third 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.
DELL vs. SMCI: Which AI-Server Stock Should You Buy Right Now?
Description: Dell Technologies' surging AI server sales and expanding PowerEdge lineup position it ahead of Super Micro Computer, which faces platform delays and stretched valuation.
monday.com Q3 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
Description: MNDY posts strong Q3 results with earnings and revenues topping estimates and showing double-digit year-over-year growth.
These AI Stocks Don’t Get Enough Attention
Description: There’s more to the AI boom than just some of the more obvious plays, like the big names in the Magnificent Seven that seem to say “AI” dozens of times in any post-earnings conference call or Investor Day presentation. Undoubtedly, AI has been quite the buzzword. And while the technology is the real deal, there’s ... These AI Stocks Don’t Get Enough Attention
DHI Group Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Description: DHX's Q3 earnings surge 80% year over year, topping estimates and sending shares up over 18% after hours.
How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?
Description: Super Micro Computer's DCBBS, powered by NVIDIA and AMD platforms, drives AI data center growth with high margins despite near-term profit pressure.
The S&P 500, Nasdaq Are Falling. This Week’s AI Rally Is Losing Steam.
Description: The stock market wavered on Tuesday after a pair of headlines knocked some of the wind out of the artificial-intelligence rally’s sails. The Dow Jones Industrial Average rose 50 points, or 0.1%. The S&P 500 was down 0.
The Zacks Analyst Blog Accenture, Sanofi and Dell
Description: Zacks spotlights fresh research on Accenture, Sanofi, and Dell Technologies, revealing trends in consulting, pharma, and AI-driven tech growth
2025-11-10
Top Research Reports for Accenture, Sanofi & Dell Technologies
Description: Accenture, Sanofi, and Dell Technologies stand out in today's top analyst research picks, each navigating growth and market pressures in distinct ways.
Bull Signal Has Never Failed Dell Technologies Stock
Description: The tech giant just tapped a Nov. 3, 52-week peak of $168.08
Should You Buy, Sell, or Hold Cisco Stock Before Q1 Earnings?
Description: CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.
Bears are Losing Control Over Dell Technologies (DELL), Here's Why It's a 'Buy' Now
Description: 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.
Should You Invest in Dell Technologies (DELL) Based on Bullish Wall Street Views?
Description: 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?
Intel's Turnaround Story Still Faces Major Execution Risks
Description: Intel's Comeback Plan Faces Reality Check as AI Hype Meets Weak Fundamentals
The Zacks Analyst Blog Dell, Super Micro Computer, NVIDIA and Microsoft
Description: Dell Technologies trades at a deep discount while AI server demand, new products, and upbeat guidance fuel strong growth prospects
2025-11-09
2025-11-08
What IREN (IREN)'s Landmark Microsoft AI Cloud Deal Means For Shareholders
Description: Microsoft recently announced a multi-year US$9.7 billion agreement with IREN Limited to access Nvidia GB300 GPUs through phased deployments at IREN's Texas data center campus, supported by a related US$5.8 billion procurement agreement for GPUs and equipment with Dell Technologies. This development highlights IREN's successful shift from cryptocurrency mining to AI cloud infrastructure, positioning the company as a significant partner for global technology leaders seeking advanced,...
Investing.com’s stocks of the week
Description: Investing.com – U.S. equities were extremely volatile this week, as investor concerns regarding valuations led to declines, especially among technology stocks. However, there were some names that managed to make solid gains.
2025-11-07
DELL at 14.87X P/E is Trading Dirt Cheap: Right Time to Buy the Stock?
Description: Dell Technologies' cheap valuation and surging AI server demand highlight its growth momentum and make it a compelling buy opportunity.
Bear of the Day: IREN Limited (IREN)
Description: Analysts were slashing EPS estimates ahead of this report, but after MSFT deal a trough may be close
Is Dell Technologies a Standout After AI Hardware Push and 28% 2025 Surge?
Description: Curious if Dell Technologies is still a smart buy or just riding a tech wave? You are not alone; plenty of investors are looking for real value in today’s market. After skyrocketing nearly 400% over the last five years, the stock has taken a breather recently, dipping 7.3% in the past week but still up an impressive 28.0% year-to-date. Recent headlines spotlight Dell’s push further into AI hardware and expanding partnerships with major cloud providers, driving both excitement and some...
Forget Hyperscalers: Why Dell's AI Server Business Just Keeps Growing
Description: A $5.8 billion contract win is just the latest example of why Dell stock is up almost 40% this year.
2025-11-06
Microsoft-backed crypto stock drops ahead of 5 PM earnings
Description: Bitcoin (BTC) mining and AI cloud firm IREN Limited (NASDAQ: IREN) turned heads in early October after revealing a $9.7 billion partnership with Microsoft (NASDAQ: MSFT), highlighting its deepening shift toward artificial intelligence. Under the five-year agreement, IREN will supply Microsoft with ...
Jim Cramer resets AI stock ‘buy’ list for rest of 2025
Description: CNBC’s "Mad Money" host Jim Cramer isn’t beating around the bush with his revamped AI buy list. In a market that’s overflowing with a ton of hype, his latest AI stock picks underscore a disciplined twist with speculation. Instead of chasing the flashy start-ups or profitless plays, Cramer handpicks ...
2025-11-05
Dell Technologies (DELL) Stock Falls Amid Market Uptick: What Investors Need to Know
Description: In the closing of the recent trading day, Dell Technologies (DELL) stood at $152.41, denoting a -1.44% move from the preceding trading day.
PC Chips Are Making a Big Comeback. How to Play It.
Description: For the last three years, the artificial intelligence trade has taken all the oxygen out of the room, especially as the typical PC upgrade cycle that tech investors always count on never arrived. The first clear signal came late last month when Intel reported solid earnings. Chief Financial Officer David Zinsner told me then that demand for PCs had been better than the company expected as corporations refresh their installed base of computers to move to the current version of Microsoft Windows just as data centers are upgrading servers at a faster pace.
IREN’s Massive Microsoft Pact: Could This AI Powerhouse Triple to $200?
Description: Bitcoin mining operation IREN (NASDAQ:IREN) has pivoted hard into artificial intelligence (AI) cloud services, and its latest move could redefine its future. The company’s recently unveiled $9.7 billion multi-year contract with Microsoft (NASDAQ:MSFT) to provide high-performance GPU cloud computing is seen by many as a transformational agreement that accelerates the changing trajectory of the crypto ... IREN’s Massive Microsoft Pact: Could This AI Powerhouse Triple to $200?
Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
Description: Here is how Dell Technologies (DELL) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.
Certis Scales AI Orchestration Platform Globally, Strengthens Capabilities through Collaboration with Dell
Description: Certis Group, a Singapore-based technology and services leader, has signed a Memorandum of Understanding with Dell Technologies to help accelerate the adoption of intelligent orchestration and AI-driven operations across industries and cities worldwide.
Mega Data Centers Strategic Business Research Report 2025: A $37.9 Billion Market by 2030 with Focus on Key Players - Dell, EMC, Emerson Network Power, Hewlett Packard, and Intel
Description: The Mega Data Centers market is driven by increasing cloud service demands, exponential data traffic from connected devices, and growing digital service reliance. Opportunities arise from technological advances in high-performance computing and energy efficiency, along with sustainability initiatives like renewable energy adoption. Mega Data Centers Market Mega Data Centers Market Dublin, Nov. 05, 2025 (GLOBE NEWSWIRE) -- The "Mega Data Centers - Global Strategic Business Report" report has been
2025-11-04
Jim Cramer Recommends These 4 AI Stocks These Days, Says 'Wise Speculation' Can Change Your Life
Description: CNBC host Jim Cramer has been urging young investors to put their money in individual stocks instead of limiting themselves to index funds if they want to earn substantial profits. He said in a recent program that he is not against "wise" speculation in stock picking, as it can deliver investors outsized gains. "Speculation itself is not bad," Cramer said. "I actually encourage speculation, especially for young people. You can have one [speculative stock] when you’re older, north of 25, say, and
Dell Technologies (DELL): Assessing Valuation After New AI Data Platform Upgrades and NVIDIA Integration
Description: Dell Technologies (DELL) unveiled significant advancements to its AI Data Platform, aiming to make it easier for enterprises to transform scattered data into real AI insights. The latest updates integrate NVIDIA’s reference designs and offer enhanced storage, security, and management capabilities. See our latest analysis for Dell Technologies. Even with Dell’s recent AI platform upgrade drawing fresh interest, the company’s one-year total shareholder return of 25.55% hints at steady momentum...
Apple Prepares to Enter Low-Cost Laptop Market for First Time
Description: Apple is also targeting would-be iPad buyers who might prefer a traditional laptop experience instead. Code-named J700, the machine is currently in active testing at Apple and in early production with overseas suppliers. An Apple spokesperson declined to comment.
TekStream Welcomes Mike Cote to Board of Directors
Description: ATLANTA, November 04, 2025--TekStream, a digital resilience company that helps organizations modernize, secure, and strengthen their digital environments, announced today the appointment of Mike Cote to its Board of Directors. Cote brings a rich background in cybersecurity and managed services-based organizations.
Presidio Expands in the Mid-Atlantic with Acquisition of Achieve One
Description: Combined capabilities expand access to advanced cloud and digital transformation solutions and expertiseNEW YORK, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Presidio, a leading global technology services and solutions provider, today announced the acquisition of Achieve One, a systems integrator and cloud solutions provider based in Virginia. The acquisition strengthens Presidio’s scale and technical capabilities across the Virginia and Washington, D.C. region, advancing its strategy of building regional
CDW beats quarterly profit estimates on strong demand for its IT solutions
Description: IT solutions provider CDW beat Wall Street estimates for third-quarter profit on Tuesday, as enterprise customers increased tech budgets and embraced artificial intelligence cloud adoption. Growing demand for AI-related cloud and infrastructure to support intensive computing has boosted the need for CDW's IT solutions, which include hardware, software and services for sectors like healthcare, government and education. CDW's chief financial officer, Albert Miralles, said strong performance in services and cloud was a key driver of growth and margins in the quarter.
Dell Technologies Stock Outlook: Is Wall Street Bullish or Bearish?
Description: Dell stock has outperformed the broader market this year, and analysts remain bullish about its growth prospects.
IREN Ltd. (IREN) Rockets to New High on New $15.5-Billion Deals with Microsoft, Dell
Description: We recently published Wall Street Can’t Keep up With These 10 Crushing Stocks; 6 at Fresh Record Highs. IREN Ltd. (NASDAQ:IREN) is one of the best-performing on Monday. IREN Ltd. soared to a new all-time high anew on Monday after securing $15.5 billion worth of new deals with technology giants Microsoft Corp. and Dell Technologies. […]
IREN lands $9.7bn contract to power Microsoft with Nvidia GB300 GPUs
Description: IREN will acquire GPUs and related equipment through a purchase agreement with Dell valued at approximately $5.8bn.
2025-11-03
Stocks to Watch Monday Recap: Kenvue, IREN, Berkshire, Amazon
Description: ↗️ Kenvue (KVUE): Shares of the Tylenol maker jumped 12% on the news that Kimberly-Clark (KMB) would purchase the company. Shares in the Huggies maker skidded, falling nearly 15%. ↗️ Amazon.com (AMZN): OpenAI agreed to pay $38 billion for computing power in a multiyear deal that marks the first partnership between the startup and the cloud giant.
Why Iren Stock Surged Today
Description: The artificial intelligence (AI) data center operator struck a blockbuster deal with Microsoft.
IREN, Cipher Mining Surge On AI Cloud Deals With Microsoft, Amazon Web Services
Description: IREN touted a $9.7 billion AI cloud contract with Microsoft. Cipher Mining reached a long-term deal with Amazon Web Services. IREN and Cipher shares jumped.
Microsoft's $9.7 billion deal with IREN shows bitcoin miners' AI pivot is paying off
Description: IREN said that it struck a five-year agreement, making Microsoft its largest customer.
This Bitcoin Miner's Stock Is Soaring on a $9.7B AI Data Center Deal With Microsoft
Description: Shares of IREN jumped to a record high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft.
Microsoft Signs $9.7 Billion Deal With IREN for Nvidia Chips
Description: Partnership aims to ease AI computing bottleneck and expand capacity
Microsoft Signs $9.7 Billion Cloud Contract With Australia's Iren
Description: Microsoft (MSFT) agreed to purchase artificial intelligence computing capacity from Australia's Iren
D&H Canada Expands Portfolio with Addition of Dell Solutions and Services
Description: New Strategic Partnership Reflects D&H Canada’s Ongoing Investment in Advancing Partner GrowthMISSISSAUGA, Ontario, Nov. 03, 2025 (GLOBE NEWSWIRE) -- D&H Canada, a leading provider of technology solutions to the commercial and consumer channels, today announced that it is entering into a new relationship with industry-leading vendor Dell. D&H Canada is now fully authorized to carry award-winning endpoint solutions from Dell, as well as Dell PowerEdge servers. Partners can also utilize Dell’s pro
Crypto stock surges after $9.7B Microsoft deal
Description: AI cloud computing company and Bitcoin (BTC) miner IREN (NASDAQ: IREN) signed a multi-year GPU cloud services contract with Microsoft on Oct. 3. Under the agreement, IREN will supply Microsoft with access to NVIDIA GB300 GPUs through its vertically integrated AI Cloud platform. Following ...
Earnings Take Centerstage as US Equity Futures Trade Mixed Pre-Bell
Description: US equity futures were mixed ahead of Monday's opening bell as traders digested earnings from Berksh
Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity
Description: The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over phases through 2026.
IREN signs Microsoft to $9.7 billion cloud compute deal, stock extends 21%
Description: IREN's first hyperscaler tenant, Microsoft will make a 20% pre-payment on the hosting services.
Microsoft Secures AI Computing Power in $9.7 Billion Deal with IREN
Description: IREN has signed a multi-year deal with Microsoft to use its cloud-based graphics processing services.
Microsoft Just Dropped $9.7 Billion on an AI Data Center Bet -- Here's Who's Cashing In
Description: Aussie neocloud IREN lands massive five-year deal as hyperscalers scramble for Nvidia-powered compute
Insiders At Dell Technologies Sold US$2.2b In Stock, Alluding To Potential Weakness
Description: Many Dell Technologies Inc. ( NYSE:DELL ) insiders ditched their stock over the past year, which may be of interest to...
IREN shares surge after $9.7 billion AI cloud deal with Microsoft
Description: Investing.com -- Shares of IREN Limited have jumped more than 24 percent premarket on Monday after the company announced a multiyear GPU cloud services agreement with Microsoft valued at about $9.7 billion.
IREN Soars 30% After Inking $9.7B AI Cloud Deal With Tech Giant Microsoft
Description: The deal is indicative of how miners’ once-volatile hardware fleets are increasingly viewed as strategic compute assets, bridging the gap between blockchain and AI.
Microsoft signs $9.7 billion cloud deal with IREN as AI demand swells
Description: The news sent shares of IREN up as much as 24.7% to a record high on Monday, with the stock last up nearly 10%. AI-server maker Dell was also up about 1%, as it would provide IREN with Nvidia's GB300 chips and other equipment that Microsoft will use for about $5.8 billion. The five-year Microsoft deal shows the AI industry's growing hunger for computing power to run applications such as ChatGPT.
2025-11-02
2025-11-01
Tech Earnings Shake Up Billionaire Ranks. Here Are the World’s Richest.
Description: A slide in Meta Platform’s shares pushed Mark Zuckerberg down the list as Amazon founder Jeff Bezos’ wealth rose. AI is the common theme.
2025-10-31
2025-10-30
Dell Technologies (DELL) Suffers a Larger Drop Than the General Market: Key Insights
Description: In the most recent trading session, Dell Technologies (DELL) closed at $160.98, indicating a -1.6% shift from the previous trading day.
Insiders remain on top despite recent sales, own 40% of Dell Technologies Inc. (NYSE:DELL)
Description: Key Insights Dell Technologies' significant insider ownership suggests inherent interests in company's expansion A...
Salesforce (CRM)’s Software Is Used By Dell, FedEx & Pepsi, Reveals JIm Cramer
Description: We recently published 11 Stocks Jim Cramer Discussed, Including A Potential “Worst Stock Ever”. Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently discussed. Salesforce, Inc. (NYSE:CRM) is an enterprise software company that provides customer relationship management software. Cramer recently became more optimistic about the stock after visiting the firm’s Dreamforce conference in […]
2025-10-29
Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off
Description: Microsoft (NASDAQ:MSFT) unveiled yesterday what it describes as “the next chapter” in its evolving partnership with OpenAI, reaffirming the AI pioneer as its key frontier model collaborator. The announcement revealed Microsoft’s acquisition of approximately 27% of OpenAI’s for-profit OpenAI Group PBC business, valued at around $135 billion, while ushering in a new phase of artificial ... Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off
Japan PC Market Set to Reach $13.44 Billion by 2033, Led by Lenovo Group, HP, and Dell Technologies - Tokyo, Kansai, Aichi, Kanagawa, and Saitama Account for the Highest Shares
Description: Japanese Personal Computer Market Japanese Personal Computer Market Dublin, Oct. 29, 2025 (GLOBE NEWSWIRE) -- The "Japan Personal Computer Market Report by Form Factor, End User, Processor Architecture, Price Band, Distribution Channel, Operating System, City and Company Analysis, 2025-2033" report has been added to ResearchAndMarkets.com's offering.The Japan personal computer market is headed for significant growth, expected to increase from US$ 7.25 billion in 2024 to US$ 13.44 billion in 2033
Super Micro Computer Stock Earns 81 RS Rating
Description: Super Micro Computer shows improving price performance, earning an upgrade to its IBD Relative Strength Rating from 77 to 81.
Jim Cramer Says on Super Micro: “Buy Dell, Sell SMCI”
Description: Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently provided insights on. When a caller asked about the stock during the lightning round, Cramer said: “Yeah, I know they keep saying things are great, but I’m going to tell you something. I want you to sell that stock and I want […]
3 Reasons DELL is Risky and 1 Stock to Buy Instead
Description: What a time it’s been for Dell. In the past six months alone, the company’s stock price has increased by a massive 77%, setting a new 52-week high of $165.99 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
2025-10-28
Nokia Shares Soar After Nvidia Agrees to Invest $1 Billion in Finnish Telecom Giant
Description: Nokia's (NOK) US-listed shares surged Tuesday after Nvidia (NVDA) agreed to invest $1 billion in the
CrowdStrike (CRWD) Stock Is Up, What You Need To Know
Description: Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.4% in the afternoon session after Arete Research upgraded the stock to Buy from Neutral and significantly raised its price target to $706 from $456.
Future Tech Accelerates Northrop Grumman’s Launch of Enterprise AI Factory
Description: FORT LAUDERDALE, Fla., October 28, 2025--Future Tech Enterprise, Inc, a global IT solutions provider, offering a diverse array of technology services and solutions to the corporate and government sectors, today announced it has facilitated the next generation of Northrop Grumman’s digital ecosystem, now AI-powered by Dell PowerEdge servers featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and Red Hat OpenShift AI. Delivered in collaboration with Dell Technologies, DDN, Red Hat and NVID
How Will Services, Mac and iPad Fare in Apple's Q4 Earnings?
Description: AAPL's fiscal Q4 results are set to shine on strong Services and Mac growth, even as iPad sales face a modest decline.
NVIDIA and Nokia to Pioneer the AI Platform for 6G — Powering America’s Return to Telecommunications Leadership
Description: NVIDIA to Invest $1 Billion in Nokia to Accelerate AI-RAN Innovation and Lead Transition from 5G to 6G NVIDIA and Nokia Nokia will add NVIDIA-powered commercial-grade AI-RAN products to its industry-leading product portfolio. News Summary: NVIDIA and Nokia to establish a strategic partnership to enable accelerated development and deployment of next generation AI native mobile networks and AI networking infrastructure.NVIDIA introduces NVIDIA Arc Aerial RAN Computer, a 6G-ready telecommunications
Rubrik vs. DELL: Which Data Protection Stock Has the Edge Now?
Description: RBRK's rapid ARR growth and expanding AI security portfolio impress, but Dell Technologies' stronger earnings and valuation give it the edge in data protection.
Earnings Preview: What to Expect From Dell Technologies' Report
Description: Dell Technologies will release its third-quarter earnings next month, and analysts anticipate a double-digit bottom-line growth.
Fal.Con Europe 2025 Showcases the Power of Ecosystem in Cybersecurity’s Agentic Era
Description: AUSTIN, Texas, October 28, 2025--CrowdStrike (NASDAQ: CRWD) today announced that Fal.Con Europe 2025 will feature a record 40+ sponsors, led by Premier sponsors Amazon Web Services (AWS), Dell Technologies, and Intel, and Diamond sponsors Adaptiva, Cribl, Proofpoint, and Zscaler. Sold out for the second consecutive year, Fal.Con Europe 2025 will unite more than 2,000 attendees and 900 organizations from across the region and around the world at Fira Barcelona.
The Zacks Analyst Blog Highlights Apple, Lenovo, Dell and HP
Description: Apple readies its Q4 results with gains in iPhone, Services, and Mac sales, even as Lenovo, Dell, and HP show solid PC shipment growth.
2025-10-27
Apple Set to Report Q4 Earnings: Buy, Sell or Hold the AAPL Stock?
Description: AAPL's fiscal Q4 results hinge on steady iPhone and Services growth, boosted by AI-powered devices and resilient Mac demand.
Microsoft Before Q1 Earnings: Should Investors Buy the Stock?
Description: MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.
SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?
Description: Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.
Alienware and Twitch Transform Grand Central into a Sci-Fi Gaming Portal
Description: NEW YORK, October 27, 2025--Alienware and Twitch are teaming up to bring The Artifact, an interdimensional gaming experience, to New York City’s busiest commuter hub: Grand Central Terminal. From October 27–31, visitors can step into a sci-fi-inspired portal in Vanderbilt Hall, where the digital and physical worlds collide in an immersive, fast-paced adventure.
Analyst is Bullish on IBM (IBM) Amid a Quantum Computing Catalyst
Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. International Business Machines Corporation (NYSE:IBM) is one of the best AI stocks amid Fed rate cuts. Ben Reitzes, Melius Research head of technology research, earlier in October talked about the impact of AI on software. The […]
Analyst Says You Should ‘Sit Tight’ And Buy Advanced Micro Devices (AMD) Amid $2 Trillion Opportunity
Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best AI stocks amid Fed rate cuts. Ben Reitzes, Melius Research’s head of technology research, said in a program earlier in October that AMD is one of […]
Analyst Says Dell (DELL) is a Cheap AI Stock Amid Major ‘Disruption’ – ‘I’m Not Kidding’
Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. Dell Technologies Inc (NYSE:DELL) is one of the best AI stocks amid Fed rate cuts. Ben Reitzes, Melius Research’s head of technology research, said in a recent program on CNBC that Dell is a cheap stock. […]
2 Technology Stocks That Are Screaming Deals Right Now
Description: These industry leaders may not be cheap for long.
2025-10-26
Dell Technologies (DELL) Could Benefit From 2026 Data Center Refresh, Says Piper Sandler
Description: Dell Technologies Inc. (NYSE:DELL) is one of the Trending AI Stocks on Wall Street’s Radar. On October 22, Piper Sandler initiated the stock as “Overweight” and a $172 price target. The firm believes that Dell’s opportunities are “strong.” According to analysts at Piper Sandler, Dell should be one of the “primary beneficiaries” of a robust enterprise data […]
Street Calls of the Week
Description: Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.
2025-10-25
2025-10-24
Wall Street Analysts Look Bullish on Dell Technologies (DELL): Should You Buy?
Description: 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?
This ‘Strong Buy’ Tech Stock Is Riding the AI Server Boom to New Highs
Description: Dell is riding the wave of increasing demand for AI servers and data infrastructure, poised to benefit over the long term.
2025-10-23
Dell Technologies (DELL) Outperforms Broader Market: What You Need to Know
Description: Dell Technologies (DELL) reached $154.23 at the closing of the latest trading day, reflecting a +2.73% change compared to its last close.
Kentik Expands Executive Team to Support Demand for Network Intelligence
Description: SAN FRANCISCO, October 23, 2025--Kentik today announced the hiring of seven new executives as demand for AI solutions to design, manage, and optimize networks has spiked.
Here's Why Dell Technologies (DELL) is a Strong Value Stock
Description: The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Is Dell Technologies Still a Bargain After 28.8% Jump in 2025?
Description: If you are wondering what to make of Dell Technologies stock after its wild ride over the past few years, you are certainly not alone. This is a name that’s been on a steady climb, punctuated by exciting bursts higher and the occasional cool-off period, making it a key talking point for any investor’s watch list. Shares have delivered an eye-popping 433.3% return over five years, with a remarkable 323.0% gain in just the last three. Even after a small dip of 2.3% in the past week, Dell...
2025-10-22
H2O.ai Unveils 2025 AI 100 Award Winners: Celebrating Global Leaders Building the Future of AI
Description: MOUNTAIN VIEW, Calif., October 22, 2025--H2O.ai, the world’s leading agentic AI company and a pioneer in sovereign AI, today announced the winners of the 2025 H2O AI 100, an annual list recognizing innovators, operators, and researchers advancing the real-world impact of artificial intelligence across industries and borders.
Core Scientific upgraded, HP downgraded: Wall Street's top analyst calls
Description: Core Scientific upgraded, HP downgraded: Wall Street's top analyst calls
Dell Technologies (DELL) Stock Rises on Launch of Enhanced AI Data Platform
Description: Upgraded Dell AI Engines Promise Faster Analytics And Lower Energy Use
Piper Sandler: Dell a beneficiary of the upcoming datacenter refresh
Description: Investing.com -- Piper Sandler analysts initiated coverage on Dell Technologies (NYSE: DELL) with an Overweight rating and a $172 price target, while starting Hewlett Packard Enterprise (NYSE: HPE) at Neutral with a $24 target, citing contrasting strengths and execution risks between the two enterprise hardware players.
Digital Realty Trust (DLR): Assessing Valuation After Analyst Upgrade and Strategic AI Partnership with Dell and DXC
Description: Digital Realty Trust (DLR) is in the spotlight after an analyst upgrade and news of a strategic collaboration with Dell Technologies and DXC Technology, which aims to scale enterprise AI infrastructure. Management’s positive financial and operational outlook adds to the interest. See our latest analysis for Digital Realty Trust. Digital Realty Trust’s latest news, including its Dell Technologies and DXC Technology alliance, has caught the market’s attention. However, momentum has cooled off...
Hyperscale Data Center Market Outlook 2025-2030 | Sustainable Data Hubs - Microgrids and Liquid Cooling Lead the Way
Description: The global hyperscale data center market will see a rise in microgrid deployments, liquid cooling technologies, and sustainable energy adoption. North America leads in investment, with APAC rapidly catching up. Leading players like Microsoft, Google, and AWS are expanding global data center projects. However, geopolitical factors such as US tariffs may affect infrastructure costs. The sector's extensive segmentation underscores its dynamic and evolving landscape. Global Hyperscale Data Center Ma
2025-10-21
Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 23.39X?
Description: Super Micro Computer's strong AI-driven growth meets rising competition and margin pressure, leaving the stock a Hold despite its discounted valuation.
AI Server Research and Competitive Analysis Report 2025: A $1.84 Trillion Market by 2033 Featuring Dell, Cisco, IBM, HP, Huawei, NVIDIA, Fujitsu, ADLINK Technology, Lenovo, and Super Micro Computer,
Description: The AI Server Market is set to skyrocket, expected to reach USD 1.84 trillion by 2033 from USD 126.34 billion in 2024, at a CAGR of 34.73% from 2025 to 2033. This growth is driven by the surge in AI applications, increasing data requirements, and digital transformation across sectors. Key segments include GPU, FPGA, and ASIC-based servers with cooling tech innovations like liquid and hybrid solutions. North America leads, with growing interest in Asia-Pacific. Major players like Nvidia and Dell
Dell AI Data Platform Advancements Unlock the Power of Enterprise Data to Accelerate AI Outcomes
Description: ROUND ROCK, Texas, October 21, 2025--Dell AI Data Platform advancements to help enterprises turn distributed, siloed data into faster, more reliable AI outcomes.
2025-10-20
Super Micro Is the S&P 500’s Biggest Gainer. The Stock Could Break Out.
Description: Super Micro Computer stock was on pace to end Monday’s session as the top performer in the index, as bullish attitudes on Wall Street lifted shares higher. The stock snapped a two-day losing streak and rose 6.3% to $55.65, hovering below its 52-week high of $66.44. Super Micro, which makes servers and storage products for data centers, falls into the broader category of artificial intelligence-linked names that have seen explosive gains lately.
Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
Description: Here is how Dell Technologies (DELL) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.
Aron England Joins Accruent as Chief Product and Technology Officer
Description: AUSTIN, Texas, October 20, 2025--Accruent, a leading provider of solutions to unify the built environment, today announced Aron England as Chief Product and Technology Officer (CPTO). This strategic move reinforces Accruent’s focus on accelerating innovation and delivering intelligent, connected solutions that empower organizations to better manage and optimize their built environments.
UBS Raises Dell Technologies (DELL) Price Target on Strong AI Server Revenue Outlook
Description: Dell Technologies Inc. (NYSE:DELL) ranks among the best consumer electronics stocks to buy now. On October 8, UBS maintained its Buy rating on Dell Technologies Inc. (NYSE:DELL) and increased its price target from $155 to $186. The 20% rise is the result of UBS’s forecast that AI server revenue will expand by 20% to 25% […]
Insight Enterprises’ (NSIT) AI Collaboration With GTT Could Be a Game Changer for Its Growth Story
Description: GTT Communications and its partners, including Insight Enterprises, recently announced the successful deployment of a new AI factory for GTT, powered by Dell PowerEdge servers and NVIDIA’s accelerated computing platform to enhance customer experience, operational efficiencies, and product innovation. This collaboration showcases Insight’s integration capabilities and its growing role in driving enterprise adoption of advanced AI infrastructure, marking a notable advancement in its service...
2025-10-19
Why Salesforce CEO Marc Benioff has seen his stock totally sit out the 2025 AI boom
Description: Salesforce co-founder and CEO Marc Benioff may be happy this week's Dreamforce is over.
2025-10-18
Dell Technologies (NYSE:DELL) Could Be A Buy For Its Upcoming Dividend
Description: Readers hoping to buy Dell Technologies Inc. ( NYSE:DELL ) for its dividend will need to make their move shortly, as...
2025-10-17
Taiwan Semiconductor's Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Description: TSM posts a 39% EPS jump and a 40.8% revenue surge in Q3 2025, beating estimates with expanding margins.
Latest News In Cloud AI - Nscale Joins Microsoft For Massive AI Infrastructure Expansion
Description: Nscale has announced an extensive partnership with Microsoft to deploy approximately 200,000 NVIDIA GB300 GPUs across Europe and the U.S., marking one of the largest AI infrastructure agreements to date. This collaboration, involving Dell Technologies, will enhance the deployment of NVIDIA's AI capabilities through large-scale infrastructure development. Nscale will supply the GPUs across multiple sites, including a significant presence in Texas and Portugal, starting from 2026. The...