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Up 3x, How Dell Went From Box Assembler to AI Powerhouse
Trefis76d agoneutral
Up 3x, How Dell Went From Box Assembler to AI Powerhouse

Dell Technologies (DELL) has become one of the market's biggest AI winners, with the stock tripling this year and jumping nearly 60% in the past week alone. The rally has pushed Dell's price-to-sales multiple from less than 0.8x to more than 2.5x, a valuation once reserved for much faster-growing software companies, while lifting the stock to roughly 23x forward earnings, levels that would have seemed unthinkable for a company long associated with PCs and commodity servers. Is this simply AI-fue

IBM Shares Surge as Old Clip of Trump Praise Recirculates Online
Bloomberg76d agobullish
IBM Shares Surge as Old Clip of Trump Praise Recirculates Online

(Bloomberg) -- A nearly six-month old video of Donald Trump praising International Business Machines Corp.’s CEO sent the shares surging almost 9% on Monday, adding more than $24 billion to the company’s stock-market value. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectStrait of Hormuz Ship Transits Are Rising Thanks to US HelpPro-T

Investing.com76d agoneutral
Morgan Stanley reverses Dell call, more than doubles price target

Investing.com -- Morgan Stanley raised its rating for Dell Technologies to Equal-weight from Underweight and lifted the price target to $448 from $170 in a note on Monday, reversing a bearish thesis after concluding that the company is managing the semiconductor supply chain shortage better than peers in ways the bank had not anticipated.

Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
24/7 Wall St.76d agoneutral
Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory

CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel’s last fortress in mainstream computing. Five US-listed stocks ... Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory

Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More
24/7 Wall St.76d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More

Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed “Sell in May and Go Away” is having total seller’s remorse. All the major indices, except the Russell 2000, finished the day higher, helping them reach all-time highs, ... Here Are Monday’s Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohls, Microsoft, Zscaler and More

U.S. Stock Futures Rise Amid AI Enthusiasm
The Wall Street Journal76d agoneutral
U.S. Stock Futures Rise Amid AI Enthusiasm

A jump in oil prices is doing little to take the shine off of U.S. stocks this morning. Brent crude futures are up more than 3% to trade above $94 a barrel after a weekend exchange of fire between the U.S. and Iran, even as both countries continue to hammer out a peace deal. Adding to the fervor this morning was Nvidia’s unveiling of its new superchip, which it described as “the most efficient PC chip ever built.”

Stocks to Watch: Nvidia, Qualcomm, easyJet
The Wall Street Journal76d agoneutral
Stocks to Watch: Nvidia, Qualcomm, easyJet

↗️ Nvidia (NVDA): The world’s most valuable company unveiled its new superchip at the Computex conference in Taipei, which it described as “the most efficient PC chip ever built.” The chips will be used to power computers designed for running AI agents.

1 Surging  Stock to Own for Decades and 2 We Turn Down
StockStory76d agoneutral
1 Surging Stock to Own for Decades and 2 We Turn Down

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.