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Why Dell Technologies (DELL) Is Down 14.0% After AI Server Surge And New Supercomputer Deals - And What's Next
Simply Wall St.77d agobullish
Why Dell Technologies (DELL) Is Down 14.0% After AI Server Surge And New Supercomputer Deals - And What's Next

Dell Technologies recently reported first-quarter fiscal 2027 results showing revenue of US$43.84 billion and net income of US$3.44 billion, while also collaborating with AMD and the University of Cambridge on the Zenith and Sunrise AI supercomputers for UK scientific research and fusion energy work. Together with a new US$1.60 billion Blackwell systems purchase agreement from IREN Limited and a sharply higher full-year outlook for AI-optimized server revenue, these developments highlight...

VOO vs SPY vs IVV: Which S 500 ETF Should You Buy in 2026?
etf.com77d agobullish
VOO vs SPY vs IVV: Which S 500 ETF Should You Buy in 2026?

<p><a href="https://www.etf.com/VOO">VOO</a>, <a href="https://www.etf.com/SPY">SPY</a>, and <a href="https://www.etf.com/IVV">IVV</a> all track the S&P 500 — but they are not identical products, and the differences matter. <a href="https://www.etf.com/VOO">VOO</a> just became the world's first $1 trillion ETF. <a href="https://www.etf.com/SPY">SPY</a> commands the options market. <a href="https://www.etf.com/IVV">IVV</a> sits quietly between them with a structural tax edge. Here's the defin

Shopify (SHOP) Valuation Check As US$5b Buyback And AI Progress Revive Investor Focus
Simply Wall St.77d agobullish
Shopify (SHOP) Valuation Check As US$5b Buyback And AI Progress Revive Investor Focus

Shopify (SHOP) is back in focus after the company lifted its share repurchase authorization to US$5b and paired that move with strong quarterly results, wider AI adoption, and fresh partnerships including Reddit. See our latest analysis for Shopify. Even with a strong quarter and a larger buyback, Shopify’s share price has been under pressure this year, with the year to date share price return down about 30%, while the 3 year total shareholder return of about 68% points to longer term...

Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms
24/7 Wall St.77d agobullish
Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms