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Dell

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7 days ago

Betting against this trade, at least for now, may well be your ticket to the graveyard.

8 days ago

Sustained demand for CPUs is proving one of the hallmarks of the agentic phase of systems design, a frequent point in Wall Street analyst commentary.
Nvidia CEO Jensen Huang unveiled a long-awaited Arm-based PC chip, breaking into PCs for the first time on new laptops by Dell, Microsoft, HP, ASUS and others.

11 days ago

CNBC’s Jim Cramer said Dell Technologies’ blockbuster quarter reignited enthusiasm around AI and data center stocks.
Don't fight the tape.
Dell reported blowout fiscal first quarter results on Thursday thanks to booming AI server demand, leading many analysts to raise their price targets.
Rally is the latest sign of Wall Street’s exuberance over companies linked to artificial intelligence
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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.
Here are the biggest calls on Wall Street on Friday.

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