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In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

New rivals could weaken one of Dell's biggest growth engines

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

Driven by a massive backlog, key partnerships with top chip makers, and exceptionally strong technical tailwinds, Dell offers a rare blend of hyper-growth fundamentals coupled with a reasonable valuation.

Bitdeer Technologies Group (NASDAQ:BTDR) said it has entered the artificial intelligence infrastructure colocation market through a 16-year data center lease and services agreement at its Tydal campus in Norway. The agreement, executed with Volta Tydal AS, a subsidiary of AI infrastructure platform

Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie

(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing

Michael Dell has personally invested in June AI, a startup focused on transforming how enterprises implement software for the AI era. The investment reflects Dell leadership's interest in next generation enterprise AI solutions beyond Dell Technologies' own portfolio. The development is relevant for investors following NYSE:DELL and its exposure to emerging AI and automation platforms. Dell Technologies, traded as NYSE:DELL, sits at the center of enterprise hardware and infrastructure while...

Though Dell Technologies has significantly outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.

Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

July wound up as the second-straight down month of the year for most S&P 500 investors. But some stocks rallied anyway.

Base Power, co-founded by Michael Dell’s son, lands a $13 billion valuation as electricity demand and battery storage are booming.

While the stock market has certainly had its ups and downs, certain companies are having incredible years thanks to the boom in the AI industry.

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

DELL rides on commercial PC refresh demand and AI upgrades, but memory shortages and margin pressure cloud the outlook.

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Sandisk is up over 400% this year, but is in a steep downtrend along with other AI plays. The memory giant's earnings are on tap.

AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.

Dell Technologies joined an industry coalition to launch an open-source AI cybersecurity alliance. The alliance aims to share tools and research to improve AI driven threat detection and defense. This move broadens Dell Technologies' role in AI beyond infrastructure into security focused collaboration. Dell Technologies, listed as NYSE:DELL, is adding a new angle to its AI story with this open-source cybersecurity alliance. The company is already on many investors' radars, with the share...

Dell Technologies (DELL) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Apple heads into Q3 earnings with strong iPhone and Services momentum as investors weigh AI investments, supply constraints and an elevated valuation.

Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers.

The networking giant's shares carry a premium, but a look two years into the future reveals a valuation that is far more ordinary.

AAPL heads into fiscal Q3 earnings with strong iPhone, Services and AI momentum, but supply constraints, rising costs and a rich valuation cloud the outlook.

Apple handed shareholders a huge amount of cash over the last five years. Here is what that money actually bought and the one business risk that could slow the machine.

Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,