Financial News

UBS Cuts Dell Rating Despite Explosive AI Server Demand

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 7.2% in the afternoon session after the company, along with Nvidia, signed a major contract with energy firm TotalEnergies to build a new supercomputer.

US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in

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At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

Software stocks have been hurt by concern that artificial intelligence will turn their businesses obsolete. Still these stocks are a buy, according to Patrick Palfrey of Seaport Research Partners. “It will take years to ascertain AI's long-term impact,” writes Palfrey.

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

Curious about the S&P500 stocks that are gapping on Tuesday? Explore the gap up and gap down stocks in the S&P500 index during today's session.

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

US equity futures were lower pre-bell Tuesday as the standoff continued in the Middle East, with the

Cirrus Logic, Inc. stock analysis: Hold rating and $154 target. Click for this close look at CRUS and see the opportunity and risks.

Wondering whether Dell Technologies at US$247.04 still offers value, or if the easy money has already been made? This article walks through the key signals you can use to judge that for yourself. The stock has shown sharp price moves recently, with returns of 16.7% over 7 days, 38.9% over 30 days, 93.3% year to date and 142.5% over the past year. These moves can change how investors think about both upside and risk. Recent headlines have focused on Dell Technologies as a beneficiary of...

Mizuho analyst Vijay Rakesh maintains Dell Technologies (NYSE:DELL) with a Outperform and raises the price target from $260 to $300.

Evaluate Intel and Dell’s post-endorsement moves with a “Confirmed vs Created theses” framework—why admin ties matter and risks investors miss.

CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.

FTSE 100 down 28 points at 10,241 UK gilts near recent highs amidst possible Starmer exit Intertek received higher offer from private equity suitor Vodafone, Imperial Brands, Wickes report results 4.18pm: FTSE outperforming despite political turmoil The Footsie has trimmed losses...

On May 11, 2026, AI and chip stocks fueled fresh records as surging oil and valuation warnings tested nerves.

Dell Technologies just had one of the most eventful weeks in its stock's history. A presidential endorsement, an all-time high, and a 107% year-to-date gain. And now, just days before earnings, one of Wall Street's most closely watched analysts has changed his rating. The price target went up. The ...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

On May 8, President Donald Trump stood at a Mother's Day event at the White House and publicly thanked a family by name. Then he told Americans to go out and buy their company's product. By the end of the session, the stock had hit an all-time high. But the more interesting story is what happened ...

CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.

Dell Technologies Inc (NASDAQ:DELL) shares fell 3.8% on Monday after UBS downgraded the PC and server maker to Neutral from Buy, arguing that a blistering rally has left little room for further upside even as the company capitalizes on booming artificial intelligence infrastructure...

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.

Everpure stock jumped Monday ahead of the data storage company's earnings. The company, which recently changed its name from Pure Storage, is  rallying ahead of an earnings report due later this month. Everpure stock is up more than 13% at 88.80 in recent trading on the stock market today Monday.

PCTY posts fiscal Q3 earnings beat as revenues climb 10.5% Y/Y, driven by recurring growth, while margins expand and new AI recruiting tools boost offerings.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.