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The CEO of Taiwan Semiconductor Manufacturing Co., C.C. Wei, issued a warning over manufacturing capacity constraints and signaled openness to future price hikes. During the Thursday pre-market trading session, the stock fell 2.08%. Wei’s comments were made during TSMC’s annual...

June 5 (Reuters) - Global equity fund inflows surged to a three-week high in the week to June 3 as a set of robust earnings in the technology sector and investor enthusiasm over the AI boom bolstered

NVIDIA Corporation (NASDAQ:NVDA) is one of the top Goldman Sachs tech stocks to buy now. NVIDIA is one of Goldman Sachs’ largest holdings, with an accumulated value of almost $31.55 billion. NVIDIA Corporation remains at the center stage of AI innovation, and the average price target of $298 implies an upside of over 32% as […]

Tandem, Dell and CNO Financial have been highlighted in this Screen of The Week article.

AI infrastructure demand is expanding beyond chips, and these five stocks are positioned to benefit from growth in memory, storage, servers and data centers.

For much of the AI boom, investors focused on the obvious winners: Nvidia Corp. and memory-chip makers such as Micron Technology Inc.. But a quieter trend has emerged over the past month. Some of the biggest stock-market winners have been...

Investors in Micron Technology (MU) stock have laughed all the way to the bank over the past year, especially those who bought into the AI memory story early. Putting the rally in context, Micron stock has gained almost 100% in the past month alone and over 350% over the past six months, ...

While AI chip stocks like Broadcom (AVGO) have hit some speed bumps this week, should investors still be betting on the long-term resiliency of the AI trade? MassMutual head of investment strategy Kelly Kowalski tells Julie Hyman why this may be considered a "healthy" pause for AI stocks.

Dell Technologies (NYSE:DELL) is set to be among the first PC makers to launch premium AI PCs powered by Nvidia's new RTX Spark chip starting in the fall. The company plans to introduce AI focused laptops and desktops that pair RTX Spark with Microsoft Windows on Arm. This move extends Dell's existing work in AI infrastructure into consumer and business PCs through deeper partnerships with Nvidia and Microsoft. Dell Technologies, trading at $421.08, has drawn intense attention, with the...

Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.

Before the big run, the most important clues about Apple’s future weren’t in the spreadsheets but in how the company described its own AI rollout.

Nvidia on Monday unveiled its RTX Spark chip for Windows laptops at its GTC Taipei conference.

On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.” Nine days earlier, his portfolio had picked up between $1 million and $5 million of Dell Technologies (NYSE:DELL) stock, per a government ethics filing. Retail investors watching did not ... If You Listened to Trump and Bought This ETF in February, You’d Be a Millionaire Today | $110K to $1M

Why is the market pricing a company with one of the strongest technology moats ever built at the same multiple as the companies that integrate its chips into servers.

Dell's recent stock rally helped propel CEO Michael Dell up the ranks of the world's richest people.

Dell’s results for Q1 were met with a strongly positive market response, reflecting significant outperformance versus Wall Street expectations. Management attributed the surge in results primarily to broad-based customer demand across all segments, with particular strength in AI infrastructure, servers, and storage. CEO Jeffrey W. Clarke noted that Dell’s execution in a challenging supply environment, combined with robust product launches and expansion of its AI factory platform, drove the quart

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer noted that “we should have been buying it” instead of being scared, as he remarked: We spend a huge amount of time around here pondering the supposed overvaluation of tech. It’s right […]

Dell Technologies surged after a strong earnings beat, fueled by booming AI demand, record orders and a growing AI server outlook.

Record breaking quarterly results have led to a surge in DELL shares, with the company benefiting in a huge way from the AI buildout.

<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly.&nbsp;</p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering.&nbsp;</p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And&nbsp;Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>

Nvidia, Alphabet, Meta, Dell, Hewlett and Oracle have been highlighted in this Investment Ideas article.

Dell and Dream Finders Homes have been highlighted as Zacks Bull and Bear of the Day

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

President Donald Trump has never been shy about telling Americans where to put their money. In February 2026, he told a crowd in Rome, Ga., to "go out and buy a Dell computer." According to a People.com report, Trump praised Dell founder and CEO Michael Dell at the State of the Union. He said it ...

Nvidia looks to revamp the personal computer industry this fall by supplying AI-enabled PC chips for hardware vendors.

The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.