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Analysts at Barclays hiked their price target for Dell to $505 from $168, while keeping an ‘Overweight’ rating on the stock.
Strong demand for Nvidia-powered AI servers drove record revenue and a sharp jump in Dell shares.
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush...
Pre-Market Stock Futures: Futures are trading higher after yet another winning day for Wall Street, as all major indices finished the day higher after starting the session lower. Once again, all four indices we track for readers posted all-time highs as the AI/Data Center, Memory Chip rally continues to roll on. Healthcare and consumer stocks ... Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowfl
Stock futures nudge higher US stock futures edged higher ahead of the bell as Wall Street digested a blowout earnings report from Dell and kept one eye on the latest twists in the US-Iran negotiations. Dell was the star of the show after the close, with its shares rocketing nearly 40%...
Wall Street futures pointed modestly higher pre-bell Friday following media reports that Tehran and
US equity markets were pointing higher before the opening bell Friday, while oil prices fell as trad
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
Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.
Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.
Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell raised its annual revenue forecast to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 billion in fiscal 2027, up from $50 billion.
Micron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix.
Analysts and investors expect a string of upward revisions from Wall Street.
Dell reported Q1 results that beat analysts’ expectations by a wide margin, and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.
Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 87.5% year on year to $43.84 billion. On top of that, next quarter’s revenue guidance ($44.5 billion at the midpoint) was surprisingly good and 25.5% above what analysts were expecting. Its non-GAAP profit of $4.86 per share was 64% above analysts’ consensus estimates.
On Thursday, Dell Technologies Inc. (NYSE:DELL) said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside. AI Demand Remains Strong, But Supply Bottlenecks Persist During Dell's first-quarter earnings call, Chief Operating Officer Jeff Clarke said the company continues to see strong demand across its AI and infrastructure business, but shortages across critical com
Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.
(Bloomberg) -- Lenovo Group Ltd. is set for its best month in more than a quarter-century, with the stock doubling in May as investor enthusiasm builds around the company’s AI-driven growth outlook.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renew
<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
By Tom Westbrook SINGAPORE, May 29 (Reuters) - World stocks stood at record highs on Friday and oil futures eyed the steepest weekly drop for nearly two months as traders waited for details on a
Shares in the computer hardware maker are up 150% since President Trump’s accounts purchased more than $1 million worth.
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