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The latest earnings season has pushed the stock market (^DJI, ^IXIC, ^GSPC) to new highs yet again, especially on the back of heightened AI demand and adoption. Simpler Trading VP of options Danielle Shay discusses the opportunities developing in the options market and ETFs tied to Big Tech, highlighting her process for examining risk.
Horizon Head of Research & Quantitative Strategies Mike Dickson joins Josh Lipton on Market Domination to discuss the AI trade, the semiconductor sector's powerful rally, and why chip stocks may still have room to run.
Dell Technologies (DELL) is in a "strong" position to continue to outperform amid the ongoing artifi
Server makers Dell and Super Micro Computer headline the top stocks. A slew of companies that issued weak earnings reports bring up the rear.
Markets rise as AI optimism, easing Iran tensions, and stronger earnings sentiment support risk appetite.
US equity indexes hit all-time highs as technology shares surged ahead of President Donald Trump's d
Investing.com -- Wall Street hit new record highs this week, buoyed by reports that the U.S. and Iran had reached a deal to extend their ceasefire and remove restrictions on vessels crossing the Strait of Hormuz.
Dell reported earnings results considerably above consensus estimates, and raised guidance.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 9% midday Friday to roughly $154, leading a broader cool-off in AI optics names. Coherent (NYSE:COHR) is off 8% to about $346, and Lumentum (NASDAQ:LITE) is sliding 4% to around $829. The drops look dramatic on the day, yet they barely dent the year’s gains. AAOI stock is ... Applied Optoelectronics Tumbles 9%, Coherent Sinks 8%, Lumentum Falls 4% as Optics Stocks Cool Off
AI Server Boom Is Back. Dell Ignites Massive Rally in Super Micro Stock
Palantir Technologies gets a boost as solid earnings from Snowflake restore confidence in the software sector.
Great news for Dell could be pretty good news for Super Micro stock, too.
A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.
Dell Technologies (DELL) stock is up 30% in Friday trading after reporting first quarter results yesterday that topped earnings estimates, including AI server revenue of $60 billion. TECHnalysis Research, LLC president Bob O'Donnell comments on what investors may have missed heading into this report as the unexpected stock boom catches Wall Street off guard.
The stock market hit new highs on all the key indexes this past week, buoyed by Iran optimism, tumbling oil prices and mostly positive earnings. Snowflake, Dell Technologies, NetApp, Okta, Dycom Industries and Best Buy were notable earnings winners, though there were a number of losers too.
Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
US equity indexes rose, with all three mainstream gauges hitting intraday record highs amid a surge
Dell stock jumped 138% on Trump's push and Q1 FY27 earnings, but volume, CMF, and put-call data hint at a near-term pullback risk.
Dell has been benefitting from strong AI demand for a while now. Dell’s share price soared nearly 30% Friday morning following the company’s fiscal first-quarter results. Dell’s market capitalization now exceeds the combined value of competitors Hewlett Packard Enterprise, HP, Super Micro and Lenovo.
All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump s
Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
Market Awaits Chicago Business Barometer.
On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.
While Dell Technologies (DELL) stock surges by 30% in Friday trading after reporting first quarter earnings boosted by AI server sales, what exactly does it mean for a company to run "on-prem" AI — or on-premises — as opposed to running it through a traditional AI data center? TECHnalysis Research, LLC president Bob O'Donnell helps answer this question.
Dell stock soared on Friday after the computer giant shocked Wall Street with a massive beat-and-raise quarterly report.