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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
How 'Agentic AI' is reviving classic tech stocks like Dell and Intel ⊕
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 jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP ○
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a story from CNBC ⚠️ › World News
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
Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks ⊕
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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.
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
Jim Cramer says Nvidia is a clear winner from Dell's monster quarter ⊕
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
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.
Here are Friday's biggest analyst calls: Nvidia, Dell, Costco, Amazon, Alphabet, Snowflake, Xpeng & more ○
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Here are the biggest calls on Wall Street on Friday.