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A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...
Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.
Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...
Investors in Dell Technologies Inc. may be eyeing potential gains from the company's dividends. Ahead of the tech company’s first-quarter earnings release after the close on Thursday, May 28, Dell boasts an annual dividend yield of 0.83% ($2.52 a year),...
Dell reported earnings results considerably above consensus estimates, and raised guidance.
A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.
The stock market hit new highs on all the key indexes this past week, buoyed by Iran optimism, tumbling oil prices and mostly positive earnings. Snowflake, Dell Technologies, NetApp, Okta, Dycom Industries and Best Buy were notable earnings winners, though there were a number of losers too.
Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump s
Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...
Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.
Dell's AI Backlog Hits Record High as Stock Ignites After Earnings
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.
With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.
Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven
Company Says 'AI Opportunity Shows No Sign of Slowing'
HP (HPQ) delivered earnings and revenue surprises of +20.11% and +3.52%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
HP is scheduled to report fiscal second-quarter financials after the stock market closes on Wednesday.
Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting results this Thursday after the bell. Here’s what to look for.
A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.