Notícias

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...

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."

Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a story that should have been a slam dunk.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...

Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.

Quant ratings reveal relative strength across major competitors

Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.

AAPL's 20% three-month rally rides on iPhone 17 demand, record Services revenues and AI, but valuation and rising memory costs cloud further upside.

The networking specialist looks expensive at a glance, but a patient investor is buying into future growth at a significant discount.

Management jacked up its forecast in a way that's impossible to ignore, and while the stock has already ripped higher, the real debate is whether this is a new reality or a temporary sugar high.

Stock Market Today: The Dow Jones index wavered Wednesday ahead of key inflation data. ASML stock jumped on earnings.

Wall Street closed higher on Tuesday as cooling CPI data strengthened expectations of steady interest rates.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

QQQ, SPY, SanDisk, Micron and Dell have been highlighted in this Investment Ideas article.

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

The technology giant is on a historic run fueled by real business strength, but every investor eyeing the stock today must ask if the ticket price already accounts for the victory lap.

The Nasdaq and AI stocks rallied, but still face key resistance. Goldman and CrowdStrike make big bullish moves.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

June's softer-than-expected CPI reading is a vital variable that keeps new Fed Chair Kevin Warsh from being forced to choke off market liquidity with aggressive rate hikes.

Dell Technologies Inc. (NYSE:DELL) is among the Best AI Stocks. On July 6, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares climbed more than 7% after President Donald Trump promoted the company from the White House following the first joint opening-bell ceremony with the New York Stock Exchange and Nasdaq. Trump said, “Go out and buy […]

IBM’s brutal second-quarter preliminary results came with some good news for artificial-intelligence hardware and cybersecurity vendors.

LNVGY faces weaker PC demand and rising component costs, but gains support from market-share growth and expansion into AI, cloud and services.

Dell Insider Move: Egon Durban and Silver Lake Sell $27 Million in Shares

Dell's AI Momentum Sparks Fresh Rally as Big Investor Loads Up

IBM's warning pointed to stronger demand for servers, storage and cybersecurity.