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Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
24/7 Wall St.85d agobullish
Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Bank of America resets Nvidia stock price target after earnings
TheStreet86d agoneutral
Bank of America resets Nvidia stock price target after earnings

Nvidia (NVDA) started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. The stock is down 2.34% at $218.23 at the time of writing, Thursday morning, May 21, according ...

Are investors more concerned with Iran than Nvidia's Q1 earnings?
Yahoo Finance Video86d agoneutralVIDEO
Are investors more concerned with Iran than Nvidia's Q1 earnings?

US stocks (^DJI, ^IXIC, ^GSPC) — namely the Dow Jones Industrial Average — are gaining back some ground ahead of Thursday's close as investors continue to digest Nvidia's (NVDA) first quarter earnings. The AI chip stock's movement has largely been muted despite the company boasting record quarterly revenue ($81.62 billion). Gradient Investments senior portfolio manager Keith Gangl weighs in on how investors are viewing Nvidia's results through the broader lens of geopolitical pressures stemming from the US-Iran war. Catch up on the top moments from Nvidia's earnings call, as well as what Nvidia CFO Colette Kress told Yahoo Finance about the company's CPU sales forecasts.

2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video86d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Nvidia earnings: They're accelerating into growth, not slowing down
Yahoo Finance Video87d agoneutralVIDEO
Nvidia earnings: They're accelerating into growth, not slowing down

Despite beating first quarter earnings estimates, Nvidia's (NVDA) stock reaction has been largely muted as the AI chipmaker's results evidently failed to wow investors. The company's guidance also beat forecasts while it announced an $80 billion share buyback program. Freedom Capital Markets managing director Paul Meeks joins Yahoo Finance Executive Editor Brian Sozzi's panel to discuss whether he believes Nvidia is showing signs of slowing down in the AI race.

NVIDIA Q1 Earnings Call Highlights
MarketBeat87d agoneutral
NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

Nvidia Q1 earnings results: Top takeaways
Yahoo Finance Video87d agoneutralVIDEO
Nvidia Q1 earnings results: Top takeaways

Nvidia (NVDA) released its first quarter results on Wednesday, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion).Yahoo Finance Tech Editor Dan Howley shares his biggest takeaways from the print with Yahoo Finance's Brooke DiPalma.

Nvidia Q1 earnings: AI infrastructure outlook 'remains intact'
Yahoo Finance Video87d agoneutralVIDEO
Nvidia Q1 earnings: AI infrastructure outlook 'remains intact'

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.