Notícias

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

Dell Technologies (NYSE:DELL) just got another bullish nod from Wall Street. JPMorgan raised its price target on Dell Technologies to $280 from $205, keeping an Overweight rating, arguing that memory cost headwinds have eased even as the AI server franchise continues to scale. The firm cites the reversal of memory related concerns for the recent ... JPMorgan Hikes Dell Price Target to $280: Memory Concerns Fade as AI Server Story Powers On

Dell Technologies (NYSE:DELL) has become one of the defining AI infrastructure trades of 2026, and our proprietary model sees room to run. Shares trade at $238.94 as of May 12, 2026, up 91.28% year to date and 134.62% over the past year. Our 24/7 Wall St. price target for Dell is $269.53, implying 12.8% upside ... This Will Be Dell’s Stock Price in 2027

Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Investing.com -- President Donald Trump's latest OGE Form 278-T disclosure reveals a significant paring of his larger technology securities during the first quarter of 2026. Large-scale sales of securities in Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock

Super Micro Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

HPE has exposure to both networking and servers, two persistent themes in the artificial-intelligence trade.

The latest trading day saw Dell Technologies (DELL) settling at $243.72, representing a +2% change from its previous close.

The new laptops, due this fall, mark Google's biggest laptop reset since 2011 — and are a direct shot at Apple and Microsoft.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Accenture Plc (NYSE:ACN) is one of the most undervalued blockchain stocks to buy now. Accenture Plc (NYSE:ACN) has joined the Hedera Council as it looks to contribute trust to enterprise AI. According to an April 30 press release, Accenture will operate a Hedera network consensus node and contribute to the governance of the Hedera public […]

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 8, when Dell Technologies and Advanced Micro Devices, Inc. (NASDAQ:AMD) expanded their on-premises AI platform with support for AMD Instinct MI350P PCIe GPUs in Dell PowerEdge servers. The update matters because […]

UBS Cuts Dell Rating Despite Explosive AI Server Demand

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 7.2% in the afternoon session after the company, along with Nvidia, signed a major contract with energy firm TotalEnergies to build a new supercomputer.

US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in

At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

Software stocks have been hurt by concern that artificial intelligence will turn their businesses obsolete. Still these stocks are a buy, according to Patrick Palfrey of Seaport Research Partners. “It will take years to ascertain AI's long-term impact,” writes Palfrey.

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend