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Dell's AI Momentum Sparks Fresh Rally as Big Investor Loads Up

IBM's warning pointed to stronger demand for servers, storage and cybersecurity.

JFrog deepens its Canadian public sector push through its DCI, adding automated SBOMs, stronger compliance and software supply chain security.

Sandisk has major growth ahead, but the market isn't pricing it into the stock.

Fastly joins DIMPACT to improve digital emissions measurement, helping customers cut environmental impact while strengthening its global edge cloud strategy.

PENG raises its fiscal 2026 outlook as AI demand drives revenue growth, a rising backlog and stronger business visibility.

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.

Dell has surged nearly 242% this year on the back of an exploding AI server business, but Wall Street analysts may still be underestimating where the stock goes next. Here is the date and the conditions that could push shares to $500.

Management is signaling its strongest demand ever, yet the stock's reaction suggests investors are waiting for the other shoe to drop.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

In the most recent trading session, Dell Technologies (DELL) closed at $427.11, indicating a -1.81% shift from the previous trading day.

A slowing PC market has created fresh concerns, but Dell's AI infrastructure business continues to exceed expectations.

Dell's year-to-date chart looks like a launch ramp, and if you missed the trade, your instinct is probably to find the next single winner. There is a quieter argument worth hearing first.

DOCN's record Q2 outlook, fueled by major AI customer commitments and longer contracts, signals stronger revenue visibility as its AI cloud platform expands.

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

DELL, Brinker International, Tapestry and Alcon pair strong interest coverage with solid growth prospects amid elevated borrowing costs.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Shares of Dell have risen significantly year-to-date, driven by soaring demand for its AI-optimized servers.

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

ASML's lithography machines are needed to manufacture advanced logic and memory chips for AI workflows.

Robinhood Markets and a pair of resurgent AI infrastructure plays, Dell Technologies and Cisco Systems, lead this weekend's watchlist of five stocks near buy points. Joining HOOD and AI stocks DELL and CSCO are two IRL (in real life) stocks. Outfront Media, a real estate investment trust, focuses on billboard and transit advertising, while Match Group operates Tinder and other dating sites.

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

President Donald Trump’s newly launched Trump Accounts could affect a student’s eligibility for need-based college financial aid, although the U.S. Department of Education has not yet issued official guidance on how the accounts should be reported on the Free Application...

Dell Technologies' XPS laptops with Eyesafe IQ and Eyesafe Display features were evaluated in a 9 week independent in home study. The research, presented at a major scientific conference and published in a peer reviewed journal, reported improvements in user sleep quality, eye comfort, and productivity. The findings give Dell a new, research based wellness angle for its premium PC offerings, beyond traditional hardware metrics. Dell Technologies, NYSE:DELL, is drawing fresh attention to its...

President Donald Trump expressed his gratitude to Space Exploration Technologies Corp. President Gwynne Shotwell and her husband, Robert Shotwell, for their donation of SpaceX stock to help children achieve the American Dream through the Trump Accounts. Late Wednesday, Trump took...

Beneath its strong run, the options market is pricing a year of extreme outcomes for Arista Networks, a two-sided risk you already carry in your portfolio.

The company's stock climbed less on the sales it made and more on the mountain of orders it couldn't yet fill.

Yahoo Finance Tech Editor Dan Howley breaks down how an AI-driven memory shortage is driving down PC shipments while forcing major tech companies to increase laptop prices.

Lenovo's AI PCs, infrastructure investments and expanding services support long-term growth despite tariffs, costs and geopolitical uncertainty.