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SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive recovery. Here is what has to go right, and what could go very wrong.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region’s largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do?

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

Mike George, who led QVC for 16 years, has returned to the business as interim chief executive officer and chairman.

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Nokia Oyj (NYSE:NOK) is back in focus after launching what it calls the first commercial AI-RAN platform for mobile networks, alongside new AI-powered network collaborations with Nvidia and Dell aimed at future 6G connectivity. See our latest analysis for Nokia Oyj. Despite the AI-RAN announcement and new partnerships, Nokia Oyj’s share price has been volatile, with a 7 day share price return of 3.74% but a 30 day decline of 20.42%, while the 1 year total shareholder return of 132.55% and 3...

In the latest trading session, Dell Technologies (DELL) closed at $437.65, marking a -5.41% move from the previous day.

The case for the run sat in chip commitments and unrecognized product revenue quarters before Arista Networks stock caught up.

Bitdeer Technologies (NASDAQ: $BTDR) has secured a $4.7 billion U.S. artificial intelligence (A.I.) data centre lea...

While Dell is trading near an all-time high, the stock still has room to run. Rising enterprise IT spending provides a solid base for growth.

Hewlett Packard Enterprise and NVIDIA deepen their AI alliance in various domains as HPE competes with Dell Technologies and Super Micro Computer.

SOUN surges after Q2 earnings and revenues beat expectations as OASYS-fueled enterprise AI demand drives record sales and a higher 2026 revenue outlook.

Recent contract wins in AI infrastructure have put Dell Technologies (DELL) in sharper focus for investors. Projects such as the Volta AI factory and Texas A&M’s IGNITE platform highlight how AI focused orders are shaping the company’s current backlog. See our latest analysis for Dell Technologies. These AI focused wins come on top of a strong run in Dell Technologies’ stock, with the share price delivering a 7 day share price return of 25.18% and a year to date share price return of 262.05%...

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

Zach Dell is banking on a home electricity and battery rental business that offers backup power without buying an exorbitantly expensive system.

Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Dell hit an all-time high amid Trump endorsements and the AI rally. Here is what is driving the record surge.

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

Despite benefiting from the same AI server boom, Dell and Super Micro have seen dramatically different reactions from investors.