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Dell's ISG revenues surge 181% to $29B on AI partnerships, while total revenues rise 88% as AI server demand and backlog fuel a strong growth outlook.

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

The chipmaker's five-year pledge includes new AI supercomputers at Cambridge and partnerships with Imperial College London

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

The initiative includes partnerships spanning supercomputing, photonic networking and scientific research.

President Donald Trump recently bought shares of Dell Technologies (NYSE:DELL) before publicly urging consumers to purchase Dell products. Senator Elizabeth Warren has raised conflict of interest concerns around this trading activity and subsequent endorsement. The episode has brought fresh political and governance scrutiny to Dell, adding a new angle to the story around the company. Dell Technologies sits at the center of the global PC and enterprise hardware market, with exposure to...

Is DELL a good stock to buy? We came across a bullish thesis on Dell Technologies Inc. on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on DELL. Dell Technologies Inc.’s share was trading at $435.31 as of June 2nd. DELL’s trailing and forward P/E were 53.68 and 25.38 […]

Wall Street analysts weighed in on tech's sell off this week as the blisterin AI trade took a breather.

The stock price has quadrupled over the past year as server demand for AI explodes.

Sen. Elizabeth Warren (D-Mass.) criticized President Donald Trump’s trading activity, arguing that the volume and timing of transactions in his investment portfolio raised questions about potential conflicts of interest and reinforced the need to ban government officials from trading on...

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

Both companies posted record quarterly results amid unprecedented demand.

Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.

Dell Technologies (DELL) is in focus after reporting historic quarterly results, with revenue and earnings far ahead of expectations, very large AI server growth, and a sharply higher full year revenue outlook. See our latest analysis for Dell Technologies. Despite a sharp pullback in the last week, with the 1 day and 7 day share price returns both down around 6%, Dell’s 30 day share price return of 65% and year to date share price return above 200% highlight powerful momentum built around...

The company's recent growth has been impressive, but a look at its longer-term trend reveals the real test for its premium valuation.

A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.

US lawmakers' personal stock holdings are increasingly weighted toward tech and crypto. Yahoo Finance Washington Correspondent Ben Werschkul breaks down the details and goes over the ethical implications.

US lawmakers' personal stock holdings are increasingly weighted toward tech and crypto. Yahoo Finance Washington Correspondent Ben Werschkul breaks down the details and goes over the ethical implications.

Trump bought millions of dollars worth of ServiceNow stock on Feb. 10, but shares has crashed since the start of the year.

Bitcoin’s (CRYPTO: $BTC) price has fallen below $60,000 U.S. and reached its lowest level in two years as the...

Dell’s AI server business is driving record revenue growth, higher guidance, and a powerful stock rally in 2026.

With tremendous growth and positive catalysts, DELL stock looks very attractive currently.

Before the big run-up, management was telling a surprisingly consistent story about a new growth driver, if you knew how to listen past the noise.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best American Stocks to Buy and Hold for the Next Decade. On May 31, 2026, Bernstein analyst Mark Newman raised the firm’s price target on Dell Technologies Inc. (NYSE:DELL) to $500 from $280 and maintained an Outperform rating on the shares. Newman said Dell reported “exceptionally […]

Broadridge's recurring revenue base, Itiviti-driven growth and steady dividends support its outlook despite liquidity and market risks.

Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here’s Why, he argued that AI companies are dramatically overvalued and predicted a major repricing within the next 24 months. “If it’s either going to be labor chaos ... Scott Galloway Predicts AI Valuations Will Crater 50-70% Within 24 Months. Here’s Why.

Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds

HPE shares have more than doubled in 2026.

equity funds attracted the largest weekly inflow in three weeks in the ‌week to June 3 as robust earnings ‌outlooks by some technology companies extended a bull run in AI-linked ​technology stocks. According to LSEG Lipper data, investors bought U.

May turned out as one of the best months of the year so far for most S&P 500 investors. But some stocks did even better than the index.