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You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.

Investors are rightly focused on the company's Medicaid struggles, but the real upside story may be hiding in plain sight across the rest of its business.

Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ

IPGP's Lumibird Medical deal expands its medical laser reach, while rising semiconductor demand and new launches support growth in higher-value markets now.

Anyone can become a millionaire. But it takes an understanding of the S&P 500. An investment of just $170,660 in January in Sandisk would be worth a million today, says data from S&P Global Market Intelligence and MarketSurge.

Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.

The latest trading day saw Dell Technologies (DELL) settling at $381.88, representing a -3.65% change from its previous close.

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...

NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

Lenovo edges Dell on price gains, valuation and analyst sentiment as AI PCs, servers and enterprise upgrades fuel long-term growth.

DoorDash expands its merchant network through Shopify and Dollar Tree deals as competition and tech investments pressure margins.

The company's greatest challenge isn't finding new customers, it's keeping up with the ones it already has, and that's where the real upside could be hiding.

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

Hewlett Packard Enterprise's Private Cloud AI orders and record AI Systems backlog highlight rising enterprise demand for secure on-premises AI deployments.

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies

One trades at a 12x earnings multiple while the other generates triple the revenue.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Teradata's new platform unifies data, analytics and agentic AI across hybrid environments, helping enterprises move AI projects into production.

Before Apple shares took off, management was repeating the same clue on its earnings calls, a clue the rest of the market seemed to be ignoring.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

U.S. stock futures fell as a selloff in companies linked to the artificial-intelligence buildout continued to reverberate across the globe.

Welcome to IBD Live! This list of FAQs and useful links will speed your learning curve. The Ready List contains top stocks that meet our fundamental and technical screening criteria that are in or near actionable buy areas. However, IBD Live participants should analyze the chart action to determine the exact proper entries before buying. QA Summary Question Answer DELL is David Ryan's Tech stock favorite so...