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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.
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
Dividend-growth stocks like Dell Technologies, Taiwan Semiconductor and three others offer income, growth and resilience as rate hike concerns ease.
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.
SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive recovery. Here is what has to go right, and what could go very wrong.
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.
Mike George, who led QVC for 16 years, has returned to the business as interim chief executive officer and chairman.
Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
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.
Bitdeer Technologies (NASDAQ: $BTDR) has secured a $4.7 billion U.S. artificial intelligence (A.I.) data centre lea...
While Dell is trading near an all-time high, the stock still has room to run. Rising enterprise IT spending provides a solid base for growth.
Hewlett Packard Enterprise and NVIDIA deepen their AI alliance in various domains as HPE competes with Dell Technologies and Super Micro Computer.
SOUN surges after Q2 earnings and revenues beat expectations as OASYS-fueled enterprise AI demand drives record sales and a higher 2026 revenue outlook.
Recent contract wins in AI infrastructure have put Dell Technologies (DELL) in sharper focus for investors. Projects such as the Volta AI factory and Texas A&M’s IGNITE platform highlight how AI focused orders are shaping the company’s current backlog. See our latest analysis for Dell Technologies. These AI focused wins come on top of a strong run in Dell Technologies’ stock, with the share price delivering a 7 day share price return of 25.18% and a year to date share price return of 262.05%...
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
Zach Dell is banking on a home electricity and battery rental business that offers backup power without buying an exorbitantly expensive system.
Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.
Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.
Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?
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