Notícias

Dell Technologies' AI push accelerates with a record $51.3B backlog, new NVIDIA-powered servers and strong Q2 guidance driven by AI demand.

Dell Technologies has significantly outperformed the Technology industry over the past year, and analysts are moderately optimistic about the stock’s prospects.

Super Micro Computer faces rising inventory, weaker cash flow and longer cash cycles as AI demand grows. Can new platform ramps offset mounting pressure?

DELL, MPWR and HPE pair AI infrastructure momentum with strong long-term EPS growth and notable short-term price upside.

Demand for Dell’s AI servers continues to outpace supply, and Dell is benefiting from a record backlog.

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

AMEN Properties raised its quarterly dividend by 25% to $12.50 per share, pushing the annualized payout to $50.00 and offering investors a yield of around 10%.

The company just posted a record-breaking quarter, but the most compelling part of its story might be the sales it couldn't even make.

Dell Technologies' growth has accelerated significantly due to AI, and it seems well-placed to sustain its impressive momentum amid booming demand for AI servers.

Super Micro Computer (NASDAQ:SMCI) is back in the headlines after announcing a $7 billion equity and debt raise meant to fund a flood of AI server orders, and the retail crowd is treating it like a comeback story. But here’s what you should actually be watching. The SMCI Trade Is a Dilution Trap Strip away ... Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

Keep your head above water, if you can.

Prediction market traders give Mark Zuckerberg the best shot at joining Elon Musk in the 13-digit club — but put his odds at just 32%.

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 3.4% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Super Micro Computer (NasdaqGS:SMCI) has been named a global system builder and launch partner for NVIDIA’s new Vera Rubin NVL4 AI platform. The company unveiled next generation, liquid cooled data center rack solutions aimed at large scale AI and scientific workloads. This announcement highlights Super Micro’s role in supplying infrastructure for the Vera Rubin ecosystem, alongside NVIDIA and Dell. Super Micro Computer, trading at $35.46, is drawing fresh attention as it moves deeper into...

Before the stock more than tripled, the company’s official guidance was solid but sleepy, but the real story was hiding in the raw demand figures.

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 15.2% in the afternoon session after NVIDIA unveiled the Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, where Super Micro was named alongside Dell as a global system builder launching custom Vera Rubin NVL4 racks.

Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Dell and Super Micro introduced new servers built around Nvidia's Vera Rubin platform.

Dell and Super Micro unveil new AI systems.

IREN (NASDAQ:IREN) has transformed from a Bitcoin miner into one of the most aggressively contracted AI cloud platforms on the public market, and the stock has rerated to match. Shares closed at $59.96 on June 18, 2026, up 511.84% over the past year. Our 24/7 Wall St. price target for IREN is $114.86, implying 91.55% ... IREN Stock Set for 92% Surge

Super Micro Computer (NASDAQ:SMCI) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%. The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro ... Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade

Dell Technologies Inc. (NYSE:DELL) is considered a pure-play data center stock as its Infrastructure Solutions group sells PowerEdge servers and storage systems directly to data centers, enterprises, and cloud providers. It is also one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. ​The stock has gained more than 76% over […]