Browsing Tag
Dell Technologies
67 posts
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.
Dell Technologies Inc. (NYSE: DELL): What EMC’s $984.3 m Air Force award means for defense IT strategy
Dell Technologies’ EMC won a $984.3 million Air Force contract. Read why this defense IT award could matter for DELL, peers, and federal tech spending.
Delska opens 10 MW Riga data center as Latvia pushes for a bigger role in Europe’s AI infrastructure
Delska has launched a 10 MW Riga data center built for AI and HPC. Read why the project could reshape Baltic digital infrastructure ambitions.
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
LG Display (NYSE: LPL) becomes first manufacturer to mass-produce 1Hz variable refresh rate laptop panels for AI era
LG Display begins mass production of the world's first 1-120Hz Oxide laptop panel for Dell XPS. Read what this means for AI PCs, LPL investors, and display rivals.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.
Why Micron Technology’s $2.75bn India bet is about a lot more than making chips
Micron Technology opens India's first semiconductor assembly plant in Sanand with a $2.75B investment. What it means for AI supply chains and MU stock. Read more.