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NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Mistras Group (MG) has agreed to be acquired by affiliates of alternative investment firm H.I.G. Cap

Dell Technologies (DELL) just finished a sizeable share repurchase phase that started in 2021. The latest tranche alone retired 9,500,000 shares, which gives investors fresh context for recent stock moves. Dell Technologies’ recent buyback comes on top of a powerful run in the shares, with a 1-month share price return of 25.55% and a year to date share price return of 360.41%. This has been fueled by heavy interest in its AI server exposure and a series of positive updates, including strong...

Michael Dell tells parents to teach compounding, not him, as $250 deposits land and Dell stock hits a record near $600.

HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.

Lenovo is expanding Saudi Arabia's sovereign edge AI push with MemryX, pairing ThinkEdge servers with local AI processing and services opportunities.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]

Axelera gives Dell a lower-power accelerator choice without creating disclosed orders or guaranteed revenue.

Dell Stock Gets Fresh Boost From Goldman's $1.3 Trillion AI Server Forecast

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.

Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.

These stocks are all up more than 900% since September 2021.

On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]

Axelera adds inference choice, although its maximum sales opportunity remains small beside Dell's enormous backlog.

The tech stock has been one of the top performers in the S&P 500 this year.

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.

Dell Technologies (DELL) has returned more than 360% over the past year and now sits right at the top of its 52-week range. Measured against sales it is still cheaper than the S&P 500. Measured against the cash it produces, it costs about twice the index. Both readings describe the same company, and the gap is the decision.

Dell Technologies (NYSE:DELL) shares rose 11. 98% on Friday to close at a record $567.

Baldwin Group (BWIN) shares were up 4.8% pre-bell on Monday following a Financial Times report on Su

HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.

The AI boom is alive and well.

Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years. Kennedy said Dell

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

Dell shares rally as RBC Capital Markets issues a bullish note in their favor. Here’s why analyst David Paige expects DELL stock to rip higher from here.