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(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

The technology company has shocked most investors, but the crowd may have also gotten a little ahead of itself.

Dell (DELL) and Apple (AAPL) are both AI hardware stories, but they are very different stocks right now. Dell is the cleaner near-term AI infrastructure winner, especially after its latest earnings showed massive demand for AI servers and traditional servers. Meanwhile, Apple is the higher-quality consumer ecosystem bet, but its AI payoff is still less visible and depends more on future product execution. So, in simple terms, Dell has the stronger current AI numbers, while Apple has the stronger

Virgin Galactic jumped more than 36% at close on Friday, while Ford climbed nearly 5% and Dell soared more than 32% at close.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Effortless 38-78% Gains. Dell Technologies climbed by 42.6 percent week-on-week, as investor optimism was fueled by its bagging of a new $10-billion contract with the US government, alongside a strong earnings performance in the first quarter of fiscal year 2027. In an announcement on […]

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

Investors are betting that Supermicro's AI growth story still has plenty of room to run.

AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.

Dell on Sunday unveiled its most affordable laptop, XPS 13, as the PC maker aims to capture ‌market share from Apple's MacBook Neo by attracting students and young professionals. Starting ‌at $699 and a reduced $599 for students aged 16 and older during the back-to-school season, the ​XPS 13 seeks to offer a superior experience compared to the MacBook Neo, Dell said.

Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.

Stocks zoomed to all-time highs, but Wall Street wants to see broader participation.

Stocks zoomed to all-time highs, but Wall Street wants to see broader participation.

Dell’s stunning increase after earnings is convincing Wall Street that the former PC giant may now be one of the biggest winners of the global AI infrastructure boom.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 21, 2026, Morgan Stanley analyst Erik Woodring raised the firm’s price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $33 from $25 and maintained an Equal Weight rating on the shares. Woodring said IT hardware […]

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 22, 2026, Wells Fargo analyst Aaron Rakers raised the firm’s price target on Dell Technologies Inc. (NYSE:DELL) to $270 from $180 and maintained an Overweight rating on the shares. Rakers said the key driver is the […]

ServiceNow (NYSE:NOW) is expanding its role in enterprise AI through multi-year partnerships with companies including Experian and Wipro. The company is integrating its platform with providers such as Snowflake and Dell to act as an AI control layer across corporate data and workflows. Recent acquisitions are focused on AI and cybersecurity capabilities, aiming to deepen ServiceNow's position inside large enterprise tech stacks. ServiceNow, best known for workflow automation and IT service...

A stock usually rises or falls on its own news. You report strong earnings, the shares climb. You miss, they drop. That is the deal investors think they are signing up for. The artificial intelligence (AI) trade has quietly broken that rule. It now moves in layers. Chipmakers sit at the bottom, the ...

Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.

Two weeks ago, JPMorgan raised its Dell price target to $280 and called it a meaningful move. After Dell's latest earnings, that target lasted less than a fortnight. On May 29, the same analyst nearly doubled it again. Samik Chatterjee, a top-ranked JPMorgan analyst rated eighth among more than ...

Dell Technologies Inc. on Thursday said that some of its biggest AI customers are signing multi-year server deals without knowing the final price, prioritizing access to computing power over cost as demand continues to overwhelm supply. According to Chief Operating...

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer discussed in this changing market. Cramer showed his regret over not buying the stock when it was lower, as he said: There are so many stories like this. I just wish I had realized that you needed to forget where it was and focus on […]

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

On Wednesday, a social media account known for tracking political and market developments linked President Donald Trump's recent praise of Dell Technologies to the company's newly announced multibillion-dollar Pentagon contract. Tracker Connects Trump Comments To Dell Pentagon Contract The Nancy...

There are reasons to still like the stock, though investors can certainly be forgiven for taking some profits.

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Explosive Returns. Dell Technologies extended its winning streak to a 7th straight session on Friday to climb to a new all-time high, as investors gobbled up shares after the company clinched a new $10-billion contract with the US government and posted a strong earnings […]

AI server sales are booming.

Investors in Dell Technologies Inc. may be eyeing potential gains from the company's dividends. Ahead of the tech company’s first-quarter earnings release after the close on Thursday, May 28, Dell boasts an annual dividend yield of 0.83% ($2.52 a year),...

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.