Actualités

Super Micro Computer is chasing explosive AI growth, but surging working capital and uncertain margins put cash conversion and DCBBS in focus.

Global PC shipments declined in Q2 as memory shortages constrained production, while major vendors navigated supply challenges with mixed results.

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

SK Hynix, Nvidia’s key memory chip supplier, begins trading on Nasdaq Friday, giving U.S. investors a direct way to bet on one of AI’s hottest picks-and-shovels plays.

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

Dell Technologies stock approached a buy point on Thursday after getting an endorsement from President Donald Trump.

Check out the companies making headlines yesterday:

Dell Technologies stock has delivered a very large 5 year gain, yet the current checks point to an intrinsic value and market multiples that still screen as undervalued. This creates a tension between past returns and what the current price may be implying. Over 5 years, Dell Technologies has returned about 9x an initial investment, which puts extra focus on whether the current share price is now running ahead of fundamentals or not. Investor expectations around AI focused servers,...

The server maker is at the heart of the AI buildout and pivoting to more profitable solutions, but a legal cloud and large cash consumption create a sharp trade-off for investors.

AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.

PENG's AI customer pipeline is expanding as enterprise, sovereign AI and neocloud demand drives new wins and stronger revenue visibility.

Stock Market Today: The Dow Jones index fell Thursday amid the latest U.S.-Iran news. Micron stock and Sandisk rallied premarket.

Financial disclosures show Trump made several trades in Dell.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 3.8% in the afternoon session after Evercore ISI raised its price target on the stock, citing strong demand for the company's artificial intelligence (AI) infrastructure.

President Donald Trump highlighted the launch of Trump Accounts during a July 6 White House event, days after the federal savings program became available. Parents, legal guardians and other authorized individuals can now begin opening accounts for eligible children. Here’s...

The Dow Jones slid with most stocks as oil prices jumped. The Nasdaq rose as Nvidia, Dell and AI plays bounced. SpaceX hit a new low.

Nancy Pelosi Stock Tracker on Monday highlighted Dell Technologies Inc’s rally and told investors to “stop overthinking what stocks to buy” after President Donald Trump publicly encouraged people to buy the company’s products. Dell Extends Rally After Trump’s Endorsement The...

IREN Limited (NASDAQ:IREN) is among the best under-the-radar stocks. On July 2, Forbes reported that IREN Limited (NASDAQ:IREN)’s board approved a four-year equity compensation package valued at $788 million for co-founders and co-CEOs Will Roberts and Daniel Roberts. They are receiving more than 9 million shares each that vest through 2030. The company said the program […]

Dell Technologies Inc. (NYSE:DELL) is among the Best Stocks To Buy. On June 2, Raymond James said the market may be overstating the financial impact of Dell Technologies Inc. (NYSE:DELL)’s decision to end its Enterprise Computing Distribution agreement with Arrow Electronics. The firm maintained an Outperform rating on Arrow. Analyst Melissa Fairbanks said the contract’s […]

Dell Technologies (DELL) demonstrates exceptional technical momentum with a 246% increase over the past year. DELL maintains robust fundamentals with cash flow up 313% last year. Technical indicators show a 100% “Buy” opinion from Barchart. Analyst sentiment skews positive with multiple “Strong Buy” ratings, but valuation concerns persist. Today’s Featured...

Evercore says supply, not demand, is the main limit on growth.

Trump's Dell Pitch Sends Stock Higher as Investors Rush In

The former House Speaker has attracted widespread attention — and criticism — over her well-performing and diverse portfolio in the past.

After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.

Dell Technologies (DELL) has turned into both a political and AI story, with President Donald Trump repeatedly urging Americans to buy Dell computers just as the company’s AI server business gains national attention. See our latest analysis for Dell Technologies. Dell Technologies’ share price has swung sharply on political headlines and AI optimism, with a 30 day share price return of 5.8% and a roughly 125% 90 day gain, while the 1 year total shareholder return of about 241% points to...

In early July 2026, Dell Technologies’ board amended its bylaws to opt into Texas TBOC Section 21.373, tightening eligibility and solicitation requirements for shareholder proposals at its meetings. This governance shift raises the bar for investor participation in Dell’s formal decision-making, potentially concentrating influence among larger, longer-term shareholders who can meet the new thresholds. With these tougher shareholder proposal rules now in place, we’ll examine how this...

Michael Dell on Saturday renewed support for the Trump Accounts program as it officially launched nationwide, reiterating the $6.25 billion pledge he and his wife, Susan Dell, made last year to provide $250 to 25 million qualifying American children. The...

Stock screening is especially useful when considering the thousands of stocks to choose from, though it can often overwhelm investors.

In the most recent trading session, Dell Technologies (DELL) closed at $416.98, indicating a +1.26% shift from the previous trading day.