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Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

Get paid a significant income stream now for agreeing to buy this AI networking star at a discount later, an attractive proposition you keep whether the stock soars or stalls.

Information technology hardware companies in the US will likely benefit from accelerated enterprise

Lenovo Group (LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Dividend-growth stocks like Dell Technologies, Taiwan Semiconductor and three others offer income, growth and resilience as rate hike concerns ease.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

While Dell is trading near an all-time high, the stock still has room to run. Rising enterprise IT spending provides a solid base for growth.

SOUN surges after Q2 earnings and revenues beat expectations as OASYS-fueled enterprise AI demand drives record sales and a higher 2026 revenue outlook.

Recent contract wins in AI infrastructure have put Dell Technologies (DELL) in sharper focus for investors. Projects such as the Volta AI factory and Texas A&M’s IGNITE platform highlight how AI focused orders are shaping the company’s current backlog. See our latest analysis for Dell Technologies. These AI focused wins come on top of a strong run in Dell Technologies’ stock, with the share price delivering a 7 day share price return of 25.18% and a year to date share price return of 262.05%...

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

Dell hit an all-time high amid Trump endorsements and the AI rally. Here is what is driving the record surge.

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

Despite benefiting from the same AI server boom, Dell and Super Micro have seen dramatically different reactions from investors.

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

Investors backed AI-driven growth across infrastructure, cybersecurity, and cloud software sectors.

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.

Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.

The contract covers 121 megawatts of AI infrastructure at Bitdeer's Tydal campus in Norway and could expand to $8 billion if an eight-year renewal option is exercised.

Stock Market Today: The Dow Jones index rallies Tuesday as Caterpillar and Palantir surge on earnings. SpaceX earnings are due late.

Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.

The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Apple (AAPL) delivered earnings and revenue surprises of +1.60% and +0.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?