Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.
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Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.
Dell’s strong finances, a healthy backlog, and return on capital make its low margins irrelevant.

Bitcoin (BTC-USD) dropped back below $70,000 per token this week after Michael Saylor's Strategy (MSTR) sold bitcoin for the first time ever. Morning Brief Host Julie Hyman and Yahoo Finance Senior Reporter Pras Subramanian are joined by Payne Capital Management's Ryan Payne for a discussion on crypto trader sentiments after this sale from a longtime bull.
DELL and GCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 3rd, 2026.
IREN is raising money, landing deals, and going up in the stock market faster and faster. Should you press the buy button?
The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively ... A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words
AAON, GRC, APC, DELL and NKSH have been added to the Zacks Rank #1 (Strong Buy) List on June 3rd, 2026.
Dell Technologies (NYSE:DELL) has secured a $10b, five year software and cloud infrastructure contract with the US Department of Defense. The agreement consolidates a range of IT and cloud services for the DoD and is expected to deliver significant annual cost savings for the government. The deal highlights Dell's expanding role in US government AI and cloud infrastructure, alongside growth in AI focused server activity. For investors tracking NYSE:DELL, this $10b Department of Defense...
A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 4.5% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
NVIDIA and Microsoft are back in the headlines following the unveiling of a recent 'superchip', namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 4.8% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 17.7% in the afternoon session after the company reported Q2 FY2026 results that produced its biggest earnings beat since February 2018.
A Storage Devices Stock with Estimates on an Upward Trajectory and a Computer Stock with Blockbuster Earnings Results.
Shares of Hewlett Packard Enterprise soared on Tuesday after AI demand boosted its quarterly results. It joins Dell, Cisco and Intel among Dotcom Bubble survivors that are once again being boosted by a massive tech infrastructure buildout.
HPE sees 31% fiscal-year revenue growth as AI demand lifts servers, networking, and earnings expectations.