Notícias

The company's greatest challenge isn't finding new customers, it's keeping up with the ones it already has, and that's where the real upside could be hiding.

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

Hewlett Packard Enterprise's Private Cloud AI orders and record AI Systems backlog highlight rising enterprise demand for secure on-premises AI deployments.

Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.

Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies

One trades at a 12x earnings multiple while the other generates triple the revenue.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Teradata's new platform unifies data, analytics and agentic AI across hybrid environments, helping enterprises move AI projects into production.

Before Apple shares took off, management was repeating the same clue on its earnings calls, a clue the rest of the market seemed to be ignoring.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

U.S. stock futures fell as a selloff in companies linked to the artificial-intelligence buildout continued to reverberate across the globe.

Welcome to IBD Live! This list of FAQs and useful links will speed your learning curve. The Ready List contains top stocks that meet our fundamental and technical screening criteria that are in or near actionable buy areas. However, IBD Live participants should analyze the chart action to determine the exact proper entries before buying. QA Summary Question Answer DELL is David Ryan's Tech stock favorite so...

Apple's growth story is undeniable, but a single, unquantified warning from management on its last earnings call created the one question that now hangs over the stock.

Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.

Here is how Dell Technologies (DELL) and FormFactor (FORM) have performed compared to their sector so far this year.

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

While many investors focus on a slowdown in one business segment, they may be overlooking the remarkable growth occurring in another.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.

The Morning Bull - US Market Morning Update Thursday, Jul, 16 2026 US stock futures are pointing higher this morning, with S&P 500 contracts up around 0.2% as investors digest a rare drop in the official US inflation report. Consumer prices fell 0.4% in June and the yearly rate eased to 3.5%, while core inflation, which strips out food and energy, held at 2.6%. That softer reading helped pull the 10 year US government bond yield toward 4.57%, which can ease pressure on borrowing costs for...

The stock's price tag looks steep today, but the real question is what you are paying for the earnings expected two years from now.

The networking giant is selling AI gear faster than it can build it. That's what drove the stock up, and it's the biggest risk you're taking now.

The stock's recent pop is grabbing attention, but its real value lies in how it moves differently from the market you already own.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Dell Technologies (NYSE:DELL) has joined a new global AI coalition for urban transformation as a founding member. The coalition is led by research firm ThoughtLab and focuses on real world AI deployment in cities worldwide. The initiative aims to produce an evidence based AI playbook and benchmarking model for urban stakeholders. Dell Technologies, best known for its infrastructure, PCs, and enterprise solutions, is adding a new dimension to its AI activity by helping cities think through...