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Apple's growth story is undeniable, but a single, unquantified warning from management on its last earnings call created the one question that now hangs over the stock.

Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.

Here is how Dell Technologies (DELL) and FormFactor (FORM) have performed compared to their sector so far this year.

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

While many investors focus on a slowdown in one business segment, they may be overlooking the remarkable growth occurring in another.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.

The Morning Bull - US Market Morning Update Thursday, Jul, 16 2026 US stock futures are pointing higher this morning, with S&P 500 contracts up around 0.2% as investors digest a rare drop in the official US inflation report. Consumer prices fell 0.4% in June and the yearly rate eased to 3.5%, while core inflation, which strips out food and energy, held at 2.6%. That softer reading helped pull the 10 year US government bond yield toward 4.57%, which can ease pressure on borrowing costs for...

The stock's price tag looks steep today, but the real question is what you are paying for the earnings expected two years from now.

The networking giant is selling AI gear faster than it can build it. That's what drove the stock up, and it's the biggest risk you're taking now.

The stock's recent pop is grabbing attention, but its real value lies in how it moves differently from the market you already own.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Dell Technologies (NYSE:DELL) has joined a new global AI coalition for urban transformation as a founding member. The coalition is led by research firm ThoughtLab and focuses on real world AI deployment in cities worldwide. The initiative aims to produce an evidence based AI playbook and benchmarking model for urban stakeholders. Dell Technologies, best known for its infrastructure, PCs, and enterprise solutions, is adding a new dimension to its AI activity by helping cities think through...

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."

Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a story that should have been a slam dunk.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.

Quant ratings reveal relative strength across major competitors

Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.

AAPL's 20% three-month rally rides on iPhone 17 demand, record Services revenues and AI, but valuation and rising memory costs cloud further upside.

The networking specialist looks expensive at a glance, but a patient investor is buying into future growth at a significant discount.

Management jacked up its forecast in a way that's impossible to ignore, and while the stock has already ripped higher, the real debate is whether this is a new reality or a temporary sugar high.

Stock Market Today: The Dow Jones index wavered Wednesday ahead of key inflation data. ASML stock jumped on earnings.

Wall Street closed higher on Tuesday as cooling CPI data strengthened expectations of steady interest rates.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

QQQ, SPY, SanDisk, Micron and Dell have been highlighted in this Investment Ideas article.