Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,772 signal articles · 349 in last 24h · 113,134 total before filter · latest 1h ago
349last 24h
2046last 7d
342● bullish (7d)
175● bearish (7d)
204publishers
AllMacro319Earnings1116M&A93Regulatory23Product17Analyst21
✕ clear all filtersticker: DELLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Dell Technologies (DELL) Wins Political And AI Attention, Is The Valuation Still Compelling?
Simply Wall St.36d agobullish
Dell Technologies (DELL) Wins Political And AI Attention, Is The Valuation Still Compelling?

Dell Technologies (DELL) has turned into both a political and AI story, with President Donald Trump repeatedly urging Americans to buy Dell computers just as the company’s AI server business gains national attention. See our latest analysis for Dell Technologies. Dell Technologies’ share price has swung sharply on political headlines and AI optimism, with a 30 day share price return of 5.8% and a roughly 125% 90 day gain, while the 1 year total shareholder return of about 241% points to...

Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?
Simply Wall St.36d agoneutral
Will Dell’s Tougher Shareholder Proposal Rules Reshape Its AI Strategy And Governance Balance (DELL)?

In early July 2026, Dell Technologies’ board amended its bylaws to opt into Texas TBOC Section 21.373, tightening eligibility and solicitation requirements for shareholder proposals at its meetings. This governance shift raises the bar for investor participation in Dell’s formal decision-making, potentially concentrating influence among larger, longer-term shareholders who can meet the new thresholds. With these tougher shareholder proposal rules now in place, we’ll examine how this...

Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
24/7 Wall St.36d agobullish
Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing
Simply Wall St.37d agoneutral
Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing

Dell Technologies received a public endorsement from President Trump tied to the new national "Trump Accounts" program for American children. The company has pledged a multi billion dollar commitment to the government backed investment initiative. Dell is working alongside several large corporations to help design and fund the program, which focuses on long term investment access for young Americans. Dell Technologies (NYSE:DELL) is stepping into the public policy spotlight just as its...

Why Dell (DELL) Stock Is Up Today
StockStory37d agoneutral
Why Dell (DELL) Stock Is Up Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the morning session after the U.S. President endorsed the company, predicting a market surge and urging investors to buy its stock.

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.38d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Here’s What Raymond James Thinks About Dell Technologies (DELL)
Insider Monkey38d agoneutral
Here’s What Raymond James Thinks About Dell Technologies (DELL)

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks on the rise to invest in. Raymond James stated that a third-party report emerged about Dell Technologies Inc. (NYSE:DELL) terminating its Enterprise Computing Distribution agreement with Arrow Electronics, adding that while “the termination itself is accurate,” the firm believes the market is “overstating the financial implications […]

Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch
Trefis38d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.