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The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.
Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up the most interesting buying opportunity in the sector.
Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro
Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.
Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.
Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz
Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.
Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server portfolio in the US and Canada. The move broadens Dell's distribution reach across North America for its datacenter and infrastructure products. D&H's channel relationships with resellers and solution providers are expected to increase access to Dell storage and server offerings for a wider set of customers. AI infrastructure is...
Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent pricing in the context of an already...
The company behind your office computer is offering a cash yield that dwarfs the market average, but investors are hesitating. Here’s the math, the machine, and the reason for the discount.
Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.
Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.
Lenovo Group (LNVGY) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.
Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region’s largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform.
You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do?
Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
Nokia Oyj (NYSE:NOK) is back in focus after launching what it calls the first commercial AI-RAN platform for mobile networks, alongside new AI-powered network collaborations with Nvidia and Dell aimed at future 6G connectivity. See our latest analysis for Nokia Oyj. Despite the AI-RAN announcement and new partnerships, Nokia Oyj’s share price has been volatile, with a 7 day share price return of 3.74% but a 30 day decline of 20.42%, while the 1 year total shareholder return of 132.55% and 3...
In the latest trading session, Dell Technologies (DELL) closed at $437.65, marking a -5.41% move from the previous day.
