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IREN Limited (NASDAQ:IREN) is one of the best IPO stocks to buy and hold for 2 years. On May 26, IREN Limited announced a purchase agreement with Dell to acquire air-cooled Blackwell systems to support its previously disclosed five-year, $3.4 billion managed services AI cloud contract. The deployment, which represents a $1.6 billion investment including […]
Despite similar challenges, the two computer makers are using different strategies to battle supply constraints, including passing costs on to customers.
Dell's cloud and AI infrastructure momentum drives record ISG revenues, with a $51.3B AI backlog and demand continuing to outpace supply.
Mizuho raised its price target on SanDisk to $2,200,
After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
Marc Chaikin identifies Argan, MasTec, and Quanta Services as AI infrastructure plays with strong earnings records and recent pullbacks from recent highs.
Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?
Dell Technologies leads four stocks flagged for strong interest coverage ratios as screens target debt-paying power and EPS growth.
What a time it’s been for Dell. In the past six months alone, the company’s stock price has increased by a massive 160%, reaching $361 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Performing Growth Stocks So Far in 2026. On June 1, Truist Securities increased its price target on Dell Technologies Inc. (NYSE:DELL) from $170 to $360 while keeping a Hold rating on the stock. The research firm pointed to exceptionally strong demand and limited supply conditions. […]
On June 10, 2026, investors reassess a fast-growing AI server leader as massive financing reshapes its growth and dilution calculus.
Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.
Patrick Moorhead says the AI buildout is still intact — and explains why now is the time to get in on the AI trade revealing the names he thinks are best positioned, including Dell, HP, Cisco, Qualcomm, Micron, and Intel.
Dell Technologies (NYSE:DELL) has been fundamentally reshaped over the past decade. Michael Dell took it private in 2013, used the $67 billion EMC acquisition in 2016 to pivot from PCs into enterprise storage and infrastructure, then relisted on the NYSE in December 2018. That leaves roughly seven and a half years of post-relisting price history ... From PC Maker to AI Giant: How Dell Rewarded Patient Investors With Nearly 1,900% Gains and AI Capex Determines The Future
If you are wondering whether Dell Technologies at US$381.78 is still offering value or has already run too far ahead, the recent share performance raises some important questions to answer. The stock has fallen 12.3% over the past week, but is up 46.6% over the past month, 198.7% year to date and 242.2% over the past year, with a very large 3 year and 5 year return that is around 7x. Recent headlines around Dell Technologies have focused on its role in powering new AI related workloads and...
Super Micro Computer (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL) just reported quarters that tell opposite stories about the AI server boom. Dell crushed expectations with $43.84 billion in Q1 FY27 revenue and raised its full-year outlook sharply. Supermicro grew fast but missed consensus expectations while a board review hangs overhead. Two AI server leaders, ... Super Micro Computer vs Dell Technologies: The Better Stock For 2026
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits
Penguin's expanding AI customer base and AI Factory Platform are boosting revenue visibility as enterprise AI deployments scale globally.
The consensus price target hints at a 27.3% upside potential for Dell Technologies (DELL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.
MU and DELL surge more than 200% in 2026 as AI infrastructure demand grows beyond NVDA's GPUs.
The server and storage system maker is planning to raise $7 billion to fulfill $39 billion worth of recent orders.
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