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Jim Cramer Says “Dell’s Quarter Was a True Surprise”
Insider Monkey73d agoneutral
Jim Cramer Says “Dell’s Quarter Was a True Surprise”

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock’s massive rally, as he commented: When we look back, I wonder if we’ll say this was that moment when Dell simply took over the hardware computer space […]

ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch
24/7 Wall St.73d agoneutral
ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

Arm Holdings (NASDAQ:ARM) stock is ripping higher in midday trading on Monday, June 1, jumping 18% to around $416 after NVIDIA‘s (NASDAQ:NVDA) RTX Spark Superchip launch validated the Arm architecture as the foundation for the next wave of AI PCs. The move builds on an already extraordinary run. ARM stock closed Friday at $353.29 and ... ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

Are AI stocks getting too expensive?
Yahoo Finance Video73d agoneutralVIDEO
Are AI stocks getting too expensive?

Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.

The value Nvidia's new chips will add to Windows PCs
Yahoo Finance Video73d agoneutralVIDEO
The value Nvidia's new chips will add to Windows PCs

Nvidia stock (NVDA) cruises higher to start off Monday trading after CEO Jensen Huang revealed its new N1X and RTX Spark chips at Computex Taipei 2026 over the weekend. Yahoo Finance Tech Editor Dan Howley highlights what these new chips could add to Nvidia's specs for personal computer designs.

Up 3x, How Dell Went From Box Assembler to AI Powerhouse
Trefis73d agoneutral
Up 3x, How Dell Went From Box Assembler to AI Powerhouse

Dell Technologies (DELL) has become one of the market's biggest AI winners, with the stock tripling this year and jumping nearly 60% in the past week alone. The rally has pushed Dell's price-to-sales multiple from less than 0.8x to more than 2.5x, a valuation once reserved for much faster-growing software companies, while lifting the stock to roughly 23x forward earnings, levels that would have seemed unthinkable for a company long associated with PCs and commodity servers. Is this simply AI-fue

IBM Shares Surge as Old Clip of Trump Praise Recirculates Online
Bloomberg73d agobullish
IBM Shares Surge as Old Clip of Trump Praise Recirculates Online

(Bloomberg) -- A nearly six-month old video of Donald Trump praising International Business Machines Corp.’s CEO sent the shares surging almost 9% on Monday, adding more than $24 billion to the company’s stock-market value. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectStrait of Hormuz Ship Transits Are Rising Thanks to US HelpPro-T

Investing.com73d agoneutral
Morgan Stanley reverses Dell call, more than doubles price target

Investing.com -- Morgan Stanley raised its rating for Dell Technologies to Equal-weight from Underweight and lifted the price target to $448 from $170 in a note on Monday, reversing a bearish thesis after concluding that the company is managing the semiconductor supply chain shortage better than peers in ways the bank had not anticipated.