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Dell Technologies
53 posts
Supermicro (SMCI) stock slide exposes the hidden funding strain behind AI server demand
Find out why Supermicro’s $7bn financing plan hit SMCI stock despite $39bn in AI server orders and what it means for investors.
Can Supermicro justify a $7bn financing plan as SMCI investors weigh AI order demand and dilution risk?
Find out why Supermicro’s $7bn financing plan could reshape SMCI stock sentiment, AI server demand, and dilution risk.
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Dell Technologies revives XPS 13 at $699 as Apple MacBook Neo reshapes entry-level premium laptops
Apple made affordable premium laptops dangerous. Dell now answers with a $699 XPS 13. Read how this could reset the Windows PC fight.
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
Can earnings momentum and Iran deal hopes keep the stock market rally alive this week?
Can earnings strength, oil relief and Iran deal hopes keep Wall Street’s rally alive this week? Read what investors should watch next.
Dell Technologies expands NVIDIA AI Factory strategy as enterprises face the real cost of agentic AI
Dell Technologies expands its NVIDIA AI Factory push to local agents, AI data and rack systems. Find out what it means for enterprise AI.
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.