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Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
24/7 Wall St.39d agobullish
Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing
Simply Wall St.40d agoneutral
Dell (NYSE:DELL) Joins Trump Accounts With A Multibillion Dollar Pledge And Trump Backing

Dell Technologies received a public endorsement from President Trump tied to the new national "Trump Accounts" program for American children. The company has pledged a multi billion dollar commitment to the government backed investment initiative. Dell is working alongside several large corporations to help design and fund the program, which focuses on long term investment access for young Americans. Dell Technologies (NYSE:DELL) is stepping into the public policy spotlight just as its...

Why Dell (DELL) Stock Is Up Today
StockStory40d agoneutral
Why Dell (DELL) Stock Is Up Today

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the morning session after the U.S. President endorsed the company, predicting a market surge and urging investors to buy its stock.

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.40d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Here’s What Raymond James Thinks About Dell Technologies (DELL)
Insider Monkey40d agoneutral
Here’s What Raymond James Thinks About Dell Technologies (DELL)

Dell Technologies Inc. (NYSE:DELL) is one of the best stocks on the rise to invest in. Raymond James stated that a third-party report emerged about Dell Technologies Inc. (NYSE:DELL) terminating its Enterprise Computing Distribution agreement with Arrow Electronics, adding that while “the termination itself is accurate,” the firm believes the market is “overstating the financial implications […]

Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch
Trefis40d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?
24/7 Wall St.40d agobullish
Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Investing.com40d agobullish
Dell stock surges on Trump endorsement... again

Investing.com - Dell Technologies surged more than 8% on Monday, July 6, after President Donald Trump publicly urged Americans to buy Dell computers, repeating a pattern that has now twice sent the stock sharply higher in 2026.