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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.

Dell stock got a bump when President Trump touted its products. But strong fundamentals are among more important factors as it eyes an entry.

By Karen Roman BigBear.ai Holdings, Inc. (NYSE: BBAI) said its Pangiam Threat Detection solution received Dutch national approval from the Netherlands’ National Coordinator for Counterterrorism and Security. The authorization comes […]

Share gains and expanded partnerships are among the positive catalysts boosting Dell.

Super Micro Computer is chasing explosive AI growth, but surging working capital and uncertain margins put cash conversion and DCBBS in focus.

Global PC shipments declined in Q2 as memory shortages constrained production, while major vendors navigated supply challenges with mixed results.

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

SK Hynix, Nvidia’s key memory chip supplier, begins trading on Nasdaq Friday, giving U.S. investors a direct way to bet on one of AI’s hottest picks-and-shovels plays.

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

Dell Technologies stock approached a buy point on Thursday after getting an endorsement from President Donald Trump.

Check out the companies making headlines yesterday:

Dell Technologies stock has delivered a very large 5 year gain, yet the current checks point to an intrinsic value and market multiples that still screen as undervalued. This creates a tension between past returns and what the current price may be implying. Over 5 years, Dell Technologies has returned about 9x an initial investment, which puts extra focus on whether the current share price is now running ahead of fundamentals or not. Investor expectations around AI focused servers,...

The server maker is at the heart of the AI buildout and pivoting to more profitable solutions, but a legal cloud and large cash consumption create a sharp trade-off for investors.

AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.

PENG's AI customer pipeline is expanding as enterprise, sovereign AI and neocloud demand drives new wins and stronger revenue visibility.

Stock Market Today: The Dow Jones index fell Thursday amid the latest U.S.-Iran news. Micron stock and Sandisk rallied premarket.

Financial disclosures show Trump made several trades in Dell.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 3.8% in the afternoon session after Evercore ISI raised its price target on the stock, citing strong demand for the company's artificial intelligence (AI) infrastructure.