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Dell Technologies stock rises, leading the S&P 500. Analysts believe Dell will beat fiscal first-quarter earnings next week, but a strong performance from its AI business is needed.
Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.
IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain
(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas
Nvidia (NVDA) exceeded Wall Street's estimates for the AI chipmaker's first quarter, reporting adjusted earnings of $1.87 per share and $81.62 billion in revenue. The company also outpaced forecasts on its second quarter outlook. A panel consisting of CFRA Research senior vice president Angelo Zino, Spear Invest founder and CIO Ivana Delevska, and TECHnalysis Research president Bob O'Donnell comes on Asking for a Trend to discuss Nvidia's earnings results and guidance.
Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.
Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.
Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...
The president’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.
Nvidia CEO Jensen Huang said on Monday that he believes China's market will open up to U.S. chip suppliers after accompanying U.S. President Donald Trump on a trip to China last week. Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Trump's talks with Chinese President Xi Jinping produced no immediate breakthrough for Nvidia to sell H200 chips.
Nvidia CEO Jensen Huang said on Monday that he believes China's market will open up to U.S. chip suppliers after accompanying U.S. President Donald Trump on a trip to China last week. Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Trump's talks with Chinese President Xi Jinping produced no immediate breakthrough for Nvidia to sell H200 chips.
New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.
Investing.com -- President Donald Trump's latest OGE Form 278-T disclosure reveals a significant paring of his larger technology securities during the first quarter of 2026. Large-scale sales of securities in Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.
Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.
Dell Technologies just had one of the most eventful weeks in its stock's history. A presidential endorsement, an all-time high, and a 107% year-to-date gain. And now, just days before earnings, one of Wall Street's most closely watched analysts has changed his rating. The price target went up. The ...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
Pre-Market Stock Futures: Futures are trading mixed as we get set to start the new trading week, as reports indicate that President Trump declined Iran’s counteroffer for peace. This comes after a remarkable Friday, when stocks roared to record highs, driven primarily by a stronger-than-expected April jobs report that eased economic concerns and by a ... Here Are Monday’s Top Wall Street Analyst Research Calls: Dell Technologies, BioMarin Pharmaceutical, Disney, HubSpot, Klarna, Oklo, Pitney Bow
Find insight on Nintendo, Damai Entertainment, StarHub and more in the latest Market Talks covering Technology, Media and Telecom.
Investing.com -- Dell Technologies Inc (NYSE:DELL) shares soared to record heights Friday as the Texas-based hardware giant benefited from a public endorsement by the White House. During an event at the executive mansion, President Donald Trump urged the American public to "go out and buy" Dell computers to support domestic industry. Shares soared as high as 14.6%, hitting an all-time record of $263.99/share, before paring gains slightly to 12%. The presidential endorsement follows a massive $6.
Lyft (LYFT) delivered earnings and revenue surprises of -29.22% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Over the past six months, Dell has been a great trade, beating the S&P 500 by 30%. Its stock price has climbed to $211.05, representing a healthy 36.5% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.