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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?
AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.
Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers.
AAPL heads into fiscal Q3 earnings with strong iPhone, Services and AI momentum, but supply constraints, rising costs and a rich valuation cloud the outlook.
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,
MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.
Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.
STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.
Dell Technologies Inc. (NYSE:DELL) is among the Best Stocks To Buy. On June 2, Raymond James said the market may be overstating the financial impact of Dell Technologies Inc. (NYSE:DELL)’s decision to end its Enterprise Computing Distribution agreement with Arrow Electronics. The firm maintained an Outperform rating on Arrow. Analyst Melissa Fairbanks said the contract’s […]
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose […]
TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.
ADBE tops Q2 earnings and revenue estimates as AI-first ARR surpasses $500M, but shares fall despite raised Q3 and fiscal 2026 guidance.
Momentum plays are still providing strong returns despite threats to the market, and these ETFs can help to diversify across growth areas.
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.
Dell Technologies (DELL) is in focus after reporting historic quarterly results, with revenue and earnings far ahead of expectations, very large AI server growth, and a sharply higher full year revenue outlook. See our latest analysis for Dell Technologies. Despite a sharp pullback in the last week, with the 1 day and 7 day share price returns both down around 6%, Dell’s 30 day share price return of 65% and year to date share price return above 200% highlight powerful momentum built around...
Dell’s AI server business is driving record revenue growth, higher guidance, and a powerful stock rally in 2026.
Dell’s results for Q1 were met with a strongly positive market response, reflecting significant outperformance versus Wall Street expectations. Management attributed the surge in results primarily to broad-based customer demand across all segments, with particular strength in AI infrastructure, servers, and storage. CEO Jeffrey W. Clarke noted that Dell’s execution in a challenging supply environment, combined with robust product launches and expansion of its AI factory platform, drove the quart
Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.