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MT Newswires49d agoneutral
Top Midday Decliners

ASP Isotopes (ASPI) said Thursday its Noble Africa unit will merge with a subsidiary of Endra Life S

Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
24/7 Wall St.49d agobearish
Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade

Shares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade

Why the Dow Is Soaring But the Nasdaq Is Falling
Barrons.com49d agoneutral
Why the Dow Is Soaring But the Nasdaq Is Falling

The stock market is leaving Big Tech stocks in the dust. The Dow surged 733 points, or 1.4%, while the S&P 500 gained 0.3%. The Nasdaq, which was up nearly 1% at the open, was down 0.6%. More than four-in-five S&P 500 stocks were set to close higher, but the Roundhill Magnificent Seven ETF dropped 2%.

Dell Technologies (DELL) Stock After 240% YTD Rally Is There Further Upside Potential
Simply Wall St.50d agobullish
Dell Technologies (DELL) Stock After 240% YTD Rally Is There Further Upside Potential

With Dell Technologies stock on many watchlists, you might be wondering whether the current price still lines up with the underlying value or if most of the easy gains are already behind it. The stock last closed at US$434.06, with returns of 3.5% over the past week, 47.0% over the past month, 239.6% year to date, and a very large 1 year return of 265.8%. This naturally raises questions about what is already priced in and how much risk you are taking on at these levels. Recent coverage has...

Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?
24/7 Wall St.50d agoneutral
Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI
Simply Wall St.50d agoneutral
Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback
24/7 Wall St.51d agobullish
Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback

Super Micro Computer (NASDAQ:SMCI) is back in the headlines after announcing a $7 billion equity and debt raise meant to fund a flood of AI server orders, and the retail crowd is treating it like a comeback story. But here’s what you should actually be watching. The SMCI Trade Is a Dilution Trap Strip away ... Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback

FormFactor (FORM) Stock Is Up, What You Need To Know
StockStory52d agoneutral
FormFactor (FORM) Stock Is Up, What You Need To Know

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 3.4% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Semtech and onsemi Shares Are Soaring, What You Need To Know
StockStory52d agobullish
Semtech and onsemi Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.