Bernstein analyst Mark Newman raised the firm’s price target on Dell Technologies (DELL) to $500 from $280 and keeps an Outperform rating on the shares. The firm says the company reported “exceptionally strong” fiscal Q1 results. Dell is “firing on all cylinders,” the analyst tells investors in a research note.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-convictio
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Nvidia has been on the defensive against Intel and Advanced Micro Devices in recent months when it comes to artificial-intelligence processors. Nvidia late on Sunday unveiled the RTX Spark, which it described as “the most efficient PC chip ever built,” designed for personal devices to run AI agents—programs that can act autonomously. The move is an effort to disrupt Intel and AMD’s dominance of the PC chip market, with Nvidia using technology licensed from processor-design firm Arm Holding.
The Morning Bull - US Market Morning Update Monday, Jun, 1 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures gaining roughly 0.3%, as investors weigh strong factory signals against stubbornly high borrowing costs. The Chicago PMI, a key scorecard for business activity in the Midwest, jumped to 62.7 in May 2026, its highest level in four years, which suggests company order books and production plans are picking up. At the...
Dell (DELL) unveiled the XPS 13, a laptop meant to compete with Apple’s (AAPL) MacBook Neo, Jaspreet Singh of Reuters reports. The laptop is priced at $699 and is reduced to $599 for students aged 16 and older. Dell claims the XPS 13 seeks to offer a better experience compared to the MacBook Neo.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks a
Nvidia unveiled the first personal laptop computers designed for running artificial-intelligence “agents,” using a newly designed version of the company’s signature AI chips. Nvidia will work with six manufacturers—Dell Technologies, Lenovo Group, Microsoft, HP, Asus and MSI—to build the laptops.
NVIDIA (NASDAQ:NVDA) Founder and CEO Jensen Huang used a keynote in Taiwan to outline the company’s next phase of growth around agentic AI, AI factories, new data center systems, enterprise software tools, personal computers and robotics. Speaking at GTC Taiwan, Huang repeatedly credited Taiwan’s s
Nvidia debuted its RTX Spark processor for Windows laptops, taking aim at Intel and AMD.
(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base
The chips giant will work with manufacturers including Dell, Lenovo and HP to make the laptops, designed to support agentic computing.
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe
Dell (DELL) and Apple (AAPL) are both AI hardware stories, but they are very different stocks right now. Dell is the cleaner near-term AI infrastructure winner, especially after its latest earnings showed massive demand for AI servers and traditional servers. Meanwhile, Apple is the higher-quality consumer ecosystem bet, but its AI payoff is still less visible and depends more on future product execution. So, in simple terms, Dell has the stronger current AI numbers, while Apple has the stronger
Virgin Galactic jumped more than 36% at close on Friday, while Ford climbed nearly 5% and Dell soared more than 32% at close.
Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Effortless 38-78% Gains. Dell Technologies climbed by 42.6 percent week-on-week, as investor optimism was fueled by its bagging of a new $10-billion contract with the US government, alongside a strong earnings performance in the first quarter of fiscal year 2027. In an announcement on […]
A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...
AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.
Dell on Sunday unveiled its most affordable laptop, XPS 13, as the PC maker aims to capture market share from Apple's MacBook Neo by attracting students and young professionals. Starting at $699 and a reduced $599 for students aged 16 and older during the back-to-school season, the XPS 13 seeks to offer a superior experience compared to the MacBook Neo, Dell said.
Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.
Dell’s stunning increase after earnings is convincing Wall Street that the former PC giant may now be one of the biggest winners of the global AI infrastructure boom.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 21, 2026, Morgan Stanley analyst Erik Woodring raised the firm’s price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $33 from $25 and maintained an Equal Weight rating on the shares. Woodring said IT hardware […]
Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 22, 2026, Wells Fargo analyst Aaron Rakers raised the firm’s price target on Dell Technologies Inc. (NYSE:DELL) to $270 from $180 and maintained an Overweight rating on the shares. Rakers said the key driver is the […]
ServiceNow (NYSE:NOW) is expanding its role in enterprise AI through multi-year partnerships with companies including Experian and Wipro. The company is integrating its platform with providers such as Snowflake and Dell to act as an AI control layer across corporate data and workflows. Recent acquisitions are focused on AI and cybersecurity capabilities, aiming to deepen ServiceNow's position inside large enterprise tech stacks. ServiceNow, best known for workflow automation and IT service...