News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]
Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date. Cramer mentioned Oracle Corporation (NYSE:ORCL) in a tweet made close to midday on the 17th. The shares closed 5% higher that day: “Strength in Oracle is a very positive sign…” What Cramer meant […]
The U.K.-based company didn’t say how many shares it would offer, or at what price, but intends to list shares on the New York Stock Exchange under the symbol NSCL.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.
Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.
Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.
SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.
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.
Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri’s good. Neri’s good… I didn’t think they had the horses. They do have the horses. The fact is that I’m just a Dell fan, I guess, in the […]
Axelera gives Dell a lower-power option, although potential startup sales are not Dell orders.
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.
Micron Delivers First India-Made Memory Shipment as Chip Expansion Accelerates
Tesla hosted a robotaxi day nearly two years after the robotaxi was first announced.
Not only did the central bank increase interest rates, but there's also now a higher probability of another hike in October, today, Sept. 16, 2026.
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.
Dell Technologies has delivered incredible returns to investors in 2026, and it isn't done soaring yet.
Elon Musk has crossed the trillion-dollar threshold before and watched it vanish in weeks. What keeps his fortune swinging by hundreds of billions at a time says a lot about how fragile that number really is.
Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.
Silver Lake’s latest filings extend a months-long Dell sell-down as AI infrastructure demand fuels the stock’s rally.
Dell Technologies (NYSE:DELL) and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture for data centers. The partnership targets enterprise AI infrastructure workloads, with Europa designed for more demanding inference and training use cases. The Europa platform is positioned to support European digital autonomy goals by offering regionally aligned AI compute options. The Dell and Axelera AI Europa architecture collaboration is an important new data point to...
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.