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Dell stock unexpectedly booms on AI demand: What investors may have missed
Yahoo Finance Video76d agobearishVIDEO
Dell stock unexpectedly booms on AI demand: What investors may have missed

Dell Technologies (DELL) stock is up 30% in Friday trading after reporting first quarter results yesterday that topped earnings estimates, including AI server revenue of $60 billion. TECHnalysis Research, LLC president Bob O'Donnell comments on what investors may have missed heading into this report as the unexpected stock boom catches Wall Street off guard.

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.76d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Dell’s Big Quarter Wasn’t Just About AI—Heard on the Street
The Wall Street Journal76d agoneutral
Dell’s Big Quarter Wasn’t Just About AI—Heard on the Street

Dell has been benefitting from strong AI demand for a while now. Dell’s share price soared nearly 30% Friday morning following the company’s fiscal first-quarter results. Dell’s market capitalization now exceeds the combined value of competitors Hewlett Packard Enterprise, HP, Super Micro and Lenovo.

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.76d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Gap Lowers Sales Outlook; Dell Soars on AI Demand | Stock Movers
Bloomberg76d agobullishVIDEO
Gap Lowers Sales Outlook; Dell Soars on AI Demand | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.

The difference between on-prem AI vs. data centers
Yahoo Finance Video76d agoneutralVIDEO
The difference between on-prem AI vs. data centers

While Dell Technologies (DELL) stock surges by 30% in Friday trading after reporting first quarter earnings boosted by AI server sales, what exactly does it mean for a company to run "on-prem" AI — or on-premises — as opposed to running it through a traditional AI data center? TECHnalysis Research, LLC president Bob O'Donnell helps answer this question.

Dell, Cisco: How 'throwback' tech stocks fit into the AI trade
Yahoo Finance Video76d agoneutralVIDEO
Dell, Cisco: How 'throwback' tech stocks fit into the AI trade

B. Riley Wealth chief market strategist Art Hogan and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance Executive Editor Brian Sozzi about where "throwback" tech stocks, like Dell (DELL) and Cisco (CSCO), fit into the artificial intelligence (AI) trade.

Wall Street is Bullish on Dell Stock And Here’s Why We Agree
24/7 Wall St.76d agoneutral
Wall Street is Bullish on Dell Stock And Here’s Why We Agree

Dell Technologies (NYSE:DELL) just delivered one of the most explosive quarters in its history, and the stock has responded in kind. After a 153.81% year-to-date rally and an 88% revenue surge driven by AI servers, the question is whether the run has more room. Our 24/7 Wall St. price target for Dell is $360.47, implying ... Wall Street is Bullish on Dell Stock And Here’s Why We Agree

Hewlett Packard Enterprise jumps as Dell’s AI-driven outlook boosts sector sentiment (HPE)
InvestorsHub76d agobullish
Hewlett Packard Enterprise jumps as Dell’s AI-driven outlook boosts sector sentiment (HPE)

AI infrastructure stocks rally following Dell resultsHewlett Packard Enterprise (NYSE:HPE) surged 18% on Friday, while Super Micro Computer (NASDAQ:SMCI) advanced 10%, as investors responded positively to Dell Technologies’ (NYSE:DELL) stronger-than-expected earnings and upgraded outlook. The gains reflected growing optimism across the artificial intelligence infrastructure sector, with traders betting that robust demand trends seen by Dell could extend to other server and data centre hardware p

Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
24/7 Wall St.76d agobullish
Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates

Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday’s close. The single-session move adds tens of billions in market cap on top of an already historic year for the stock. Sympathy buying is lifting the broader AI ... Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates

Dell Technologies shares surge after blowout earnings
Proactive76d agobullish
Dell Technologies shares surge after blowout earnings

Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...

AI server sales push Dell stock to new heights: Earnings takeaways
Yahoo Finance Video76d agoneutralVIDEO
AI server sales push Dell stock to new heights: Earnings takeaways

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.