Zacks73d agobullish
3 Stocks to Invest in as Broker Rating Upgrades Signal UpsideBroker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.
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Insider Monkey73d agoneutral
Jim Cramer Says “We Shouldn’t Have Been Scared of Dell”Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer noted that “we should have been buying it” instead of being scared, as he remarked: We spend a huge amount of time around here pondering the supposed overvaluation of tech. It’s right […]
Zacks73d agoneutral
The Zacks Analyst Blog Highlights Dell, Apple, Super Micro Computer and HewlettDell Technologies surged after a strong earnings beat, fueled by booming AI demand, record orders and a growing AI server outlook.
Zacks73d agoneutral
Bull of the Day: Dell Technologies (DELL)Record breaking quarterly results have led to a surge in DELL shares, with the company benefiting in a huge way from the AI buildout.
Reuters Videos73d agoneutralVIDEO
AI Weekly: Jensen Huang's star turn, Anthropic moves to go public<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly. </p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering. </p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>
Zacks73d agoneutral
Dell and Dream Finders Homes have been highlighted as Zacks Bull and Bear of the DayDell and Dream Finders Homes have been highlighted as Zacks Bull and Bear of the Day
Barchart73d agobullish
Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.
24/7 Wall St.73d agoneutral
Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
TheStreet73d agoneutral
President Donald Trump owns roughly $5M in surging AI stockPresident Donald Trump has never been shy about telling Americans where to put their money. In February 2026, he told a crowd in Rome, Ga., to "go out and buy a Dell computer." According to a People.com report, Trump praised Dell founder and CEO Michael Dell at the State of the Union. He said it ...
Zacks73d agoneutral
The AI Boom is Even Bigger than We ThoughtThe size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.
Zacks73d agobullish
DELL Jumps 37% Post Q1 Earnings: Here is Why the Stock is a BuyDell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.
Zacks73d agobullish
Dell Technologies (DELL) Upgraded to Strong Buy: What Does It Mean for the Stock?Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Barchart73d agoneutral
Super Micro Computer Just Unveiled the New AMD Helios Platform. What That Means for SMCI Stock.Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?
Yahoo Finance Video73d agobullishVIDEO
Tech ETF inflows surge and defy AI concentration risksIn the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.
Barchart74d agoneutral
Dell’s Bull Rally Will Continue. Don’t Fall Into the Trap of Thinking It’s Just a Low-Margin Hardware Assembler.Dell’s strong finances, a healthy backlog, and return on capital make its low margins irrelevant.
Yahoo Finance Video74d agobearishVIDEO
Bitcoin dropped below $70K. So how are crypto traders feeling?Bitcoin (BTC-USD) dropped back below $70,000 per token this week after Michael Saylor's Strategy (MSTR) sold bitcoin for the first time ever. Morning Brief Host Julie Hyman and Yahoo Finance Senior Reporter Pras Subramanian are joined by Payne Capital Management's Ryan Payne for a discussion on crypto trader sentiments after this sale from a longtime bull.
Zacks74d agobullish
Best Momentum Stocks to Buy for June 3rdDELL and GCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 3rd, 2026.
Barchart74d agobullish
A $1.6 Billion Reason to Buy IREN Stock NowIREN is raising money, landing deals, and going up in the stock market faster and faster. Should you press the buy button?
24/7 Wall St.74d agobullish
A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 WordsThe stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively ... A Stock’s Most Important Phrase Is No Longer “Beat Estimates” — It’s These 3 Words
Zacks74d agobullish
New Strong Buy Stocks for June 3rdAAON, GRC, APC, DELL and NKSH have been added to the Zacks Rank #1 (Strong Buy) List on June 3rd, 2026.
Simply Wall St.74d agoneutral
Dell’s $10b DoD Deal Adds Support To AI Infrastructure StoryDell Technologies (NYSE:DELL) has secured a $10b, five year software and cloud infrastructure contract with the US Department of Defense. The agreement consolidates a range of IT and cloud services for the DoD and is expected to deliver significant annual cost savings for the government. The deal highlights Dell's expanding role in US government AI and cloud infrastructure, alongside growth in AI focused server activity. For investors tracking NYSE:DELL, this $10b Department of Defense...
StockStory74d agoneutral
IPG Photonics, MACOM, and Amkor Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
StockStory74d agoneutral
Himax, FormFactor, and Vishay Intertechnology Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
StockStory74d agoneutral
Why Lattice Semiconductor (LSCC) Stock Is Trading Up TodayShares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 4.5% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
