Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks ⊕
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2026 › May › 29
AI
35 days ago
CNBC’s Jim Cramer said Dell Technologies’ blockbuster quarter reignited enthusiasm around AI and data center stocks.
Dell's earnings blowout makes clear now is not the time to go against the AI grain ⊕
Don't fight the tape.
Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next ○
Dell reported blowout fiscal first quarter results on Thursday thanks to booming AI server demand, leading many analysts to raise their price targets.
Will the AI race fuel another boom or another bubble? ○
AI giants are racing towards public listings as valuations soar.
Dell’s shares soar 35% as US computer maker taps into AI fervour ⊕
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a story from Financial Times ✅ › Financial Times
Rally is the latest sign of Wall Street’s exuberance over companies linked to artificial intelligence
SentinelOne stock drops 12% as cyber firm trims headcount to boost AI investments ⊕
SentinelOne reported earnings after the bell Thursday and issued lackluster guidance for the current quarter and full-year.
Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars ⊕⊕
Dell reported its fastest pace of revenue growth since returning to the public market in 2018, with AI server revenue soaring 757% over last year.
Dan Ives: Anthropic’s growth is 'just the tip of the sphere' for AI rally ⊕
Ives' comments come as part of a wider prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC.
'You can't just leave it to the market': Frontrunner to replace UK PM Starmer calls for 'strong public control' over industry and AI ○
The U.K. is at risk of becoming trapped in "toxic, divisive politics like the U.S.," according to Burnham.
The Tech Download: How chip companies are looking to use light to solve this major AI bottleneck ⊕
Nvidia is investing billions into companies developing photonics, which industry watchers say could bring big efficiency gains to the AI sector.