High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.
Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting earnings this Tuesday after market hours. Here’s what to expect.
The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.
Dell is set to report earnings after markets close Tuesday, with the computer and server maker’s stock seen nearing its recent highs after the results.
MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.
HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.
Dell is expected to deliver strong revenue and earnings in Q2, and the momentum will sustain through fiscal 2027 and beyond.
Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached
HP (HPQ) delivered earnings and revenue surprises of +10.67% and +5.59%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.
Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Super Micro shares jump as $60 billion AI backlog powers stock rally
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.
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%.
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.
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
Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro
Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie
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?
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
