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Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

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 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

Lenovo Group (LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

SOUN surges after Q2 earnings and revenues beat expectations as OASYS-fueled enterprise AI demand drives record sales and a higher 2026 revenue outlook.

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

New rivals could weaken one of Dell's biggest growth engines

Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie

Apple (AAPL) delivered earnings and revenue surprises of +1.60% and +0.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AAPL's fiscal Q3 sales may gain from strong iPhone 17 demand, while Mac growth offsets tougher iPad comparisons and supply limits.

Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers.

AAPL heads into fiscal Q3 earnings with strong iPhone, Services and AI momentum, but supply constraints, rising costs and a rich valuation cloud the outlook.

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.