Financial News

Semtech Corporation heads into Q1 earnings with AI infrastructure demand and data center growth expected to support results.

QCOM's Snapdragon X Elite/Plus chips bring power efficiency and NPUs as Dell, HP, Lenovo and Microsoft roll out AI PCs.

Wedbush's Dan Ives joins 'Power Lunch' to talk the big players in the AI and computing arena and how to play the space.

Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

Morgan Stanley analyst Erik Woodring maintains Dell Technologies (NYSE:DELL) with a Underweight and raises the price target from $110 to $170.

Ross Gerber on Monday urged people to "pay attention" on Nvidia Corp. and Micron Technology Inc.. He said this while sharing comments from Nvidia CEO Jensen Huang and Dell Technologies Inc. CEO Michael Dell. AI Seen As Shift, Not A...

Nvidia (NVDA) exceeded Wall Street's estimates for the AI chipmaker's first quarter, reporting adjusted earnings of $1.87 per share and $81.62 billion in revenue. The company also outpaced forecasts on its second quarter outlook. A panel consisting of CFRA Research senior vice president Angelo Zino, Spear Invest founder and CIO Ivana Delevska, and TECHnalysis Research president Bob O'Donnell comes on Asking for a Trend to discuss Nvidia's earnings results and guidance.

AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...

Dell Technologies Inc (NASDAQ:DELL) will report its first quarter results next week, with Bank of America analysts forecasting the company will surpass Wall Street expectations on both revenue and earnings while raising its full-year outlook. The brokerage reiterated its ‘Buy’ rating on Dell...

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

NVIDIA has started shipping its new Vera CPU platform to customers including Anthropic, OpenAI, Oracle Cloud Infrastructure, and SpaceXAI. The Vera launch marks NVIDIA’s move into custom CPUs for agentic AI, alongside its existing GPU and software offerings. Enterprise rollouts such as Blue Yonder’s Model Training Factory and Dell’s Deskside Agentic AI highlight real production use of NVIDIA’s agentic AI stack. NVIDIA (NasdaqGS:NVDA) is extending its reach beyond GPUs into custom CPUs, and...

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks to buy for next-gen data centers. On April 22, Boost Run LLC announced a $1.44 billion purchase agreement with Dell Technologies to support enterprise demand for AI compute and storage infrastructure. The agreement is intended to provide Boost Run with certainty regarding its hardware and […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks to buy for next-gen data centers. On May 7, the company introduced its AMD Instinct MI350P PCIe GPUs to enable enterprises to deploy generative and agentic AI within existing data center infrastructure. AMD said the MI350P cards are dual-slot accelerators for standard air-cooled servers […]

Hybrid is the operating reality for many enterprises running AI at scale. The trade-offs that come with it are not.

DriveNets, a leader in high-scale networking solutions, today announced DriveNets' Fabric Scheduled Ethernet (FSE) solution will be an option for customers to leverage on the Dell AI Factory to deliver high-performance AI clusters. The solution expands the options within Dell's portfolio to address the high-performance needs of large-scale multi-tenant AI clusters, clusters deployed across multiple sites, clusters supporting GPU as a Service (GPUaaS) offering, and converged back-end and storage

HIVE Digital Technologies is leveraging its significant power infrastructure to pivot from crypto mining into a high-margin sovereign AI data center provider.

Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.

Snowflake's AI platform growth is accelerating, but Dell Technologies' surging AI orders and record backlog position it for stronger upside potential.

LAS VEGAS, May 19, 2026--Dell Technologies introduces a new generation of storage, compute, cyber resilience and automation innovations built to power the modern data center.

LAS VEGAS, May 19, 2026--Dell Technologies introduces Dell PowerStore Elite, a new class of modern storage platform that delivers breakthrough performance and efficiency.

AAPL nears a 52-week high on iPhone and Services strength, but AI feature delays, fierce rivals and a pricey valuation cloud the next move.

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Super Micro Computer ramps up AI infrastructure capacity to 6,000 racks monthly by FY26 as inventory and cash flow pressures intensify.

DELL stock is a buy for value investors.