ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.

HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.

Semtech heads into Q2 with revenues and EPS expected to rise sharply, as data centers, LoRa and premium handsets drive growth.

AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

Team Liquid’s decision to extend its partnership with Dell Technologies (DELL) gaming brand Alienware through 2031 keeps the company firmly tied to one of esports’ longest-running collaborations and a large competitive gaming audience. See our latest analysis for Dell Technologies. Dell Technologies’ share price has been volatile around AI and gaming news, with a 7 day share price return down 12.08%, a 90 day share price return of 47.29%, and a very large 5 year total shareholder return that...

Here is a way to collect an attractive income on DELL now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Arista has placed a nearly ten-billion-dollar bet on its future. The company's multiyear purchase commitments have almost tripled from a year ago, reaching approximately $9.7 billion. This is not just managing inventory; it is an aggressive move to secure years of components for an unprecedented demand cycle.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

Dell Technologies' renewal of its Team Liquid partnership could sharpen Alienware's gaming edge as HP and Corsair expand across premium PCs and peripherals.

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

Arista's operating line runs far ahead of the market, but the margin on the volume it is locking in depends on which customers show up.

Dell Technologies (DELL) closed at $437.51 in the latest trading session, marking a -6.64% move from the prior day.

The options are charging only their usual premium, which makes the width of the price range a fact about the business rather than a mood in the market.

Palantir Stock Rises as Fresh AI Demand Keeps Post-Earnings Momentum Alive

Dell Technologies (NYSE:DELL) gaming brand Alienware and Team Liquid announced a five year extension of their esports partnership. The renewed agreement expands beyond hardware sponsorship into co-development of high performance peripherals and esports infrastructure. The partnership focuses on consistent performance and global facilities that support Team Liquid athletes and content operations. Both brands position the alliance as a long term platform for product R&D within the global...

SNOW's AI adoption is growing rapidly, but Dell Technologies' stronger earnings momentum, AI server demand and diversified drivers may offer greater upside.

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

It's been a big year so far, at least for these 15 companies.

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

Shares of Dell Technologies, Inc. (DELL) are up 281% this year on institutional demand.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

PENG is expanding its AI partner network as Dell and NVIDIA ties drive customer growth and support full-stack AI Factory deployments.

Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.

RELY, PARR, SNDK, DELL and NESR emerge as relative price strength picks amid solid earnings and broader market participation.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Sandisk recently unveiled a long-term guidance which appears to have investors bullish on its stock again.

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.

Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...

Michael Dell (Trades, Portfolio), the visionary founder of Dell Technologies, recently submitted his 13F filing for the second quarter of 2026, offering a rare glimpse into the strategic maneuvers of his family's investment vehicle, MSD Capital. Established in 1998, MSD Capital exclusively manages the assets of Michael Dell (Trades, Portfolio) and his family, operating with the flexibility to invest across a broad spectrum of asset classes from offices in New York, Santa Monica, and West Palm Beach. This quarter, the most impactful move in his concentrated portfolio was a significant reduction in Townsquare Media Inc (NYSE:TSQ), a decision that underscores a strategic shift in his communication services holdings.

No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them a long-term financial model. And of course, the market had to ...

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Wells Fargo expects Dell's supply chain and NVIDIA server exposure to support another powerful year of AI infrastructure growth.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

AI-powered Big Data demand is creating opportunities for NVIDIA, Palantir and Dell as enterprises scale analytics and AI infrastructure.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities.

Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the momentum or set the stage for a painful reset.

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

Dell Technologies (DELL) closed the most recent trading day at $494.51, moving +2.07% from the previous trading session.