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B. Riley Wealth chief market strategist Art Hogan and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance Executive Editor Brian Sozzi about where "throwback" tech stocks, like Dell (DELL) and Cisco (CSCO), fit into the artificial intelligence (AI) trade.
Dell Technologies (NYSE:DELL) just delivered one of the most explosive quarters in its history, and the stock has responded in kind. After a 153.81% year-to-date rally and an 88% revenue surge driven by AI servers, the question is whether the run has more room. Our 24/7 Wall St. price target for Dell is $360.47, implying ... Wall Street is Bullish on Dell Stock And Here’s Why We Agree
AI infrastructure stocks rally following Dell resultsHewlett Packard Enterprise (NYSE:HPE) surged 18% on Friday, while Super Micro Computer (NASDAQ:SMCI) advanced 10%, as investors responded positively to Dell Technologies’ (NYSE:DELL) stronger-than-expected earnings and upgraded outlook. The gains reflected growing optimism across the artificial intelligence infrastructure sector, with traders betting that robust demand trends seen by Dell could extend to other server and data centre hardware p
Strong AI server demand and a company-specific compliance win helped lift investor sentiment.
Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday’s close. The single-session move adds tens of billions in market cap on top of an already historic year for the stock. Sympathy buying is lifting the broader AI ... Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...
Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.
Dell's AI Backlog Hits Record High as Stock Ignites After Earnings
Dell revenue came in at $43.8 billion with AI server revenue jumping 757%
Analysts at Barclays hiked their price target for Dell to $505 from $168, while keeping an ‘Overweight’ rating on the stock.
Strong demand for Nvidia-powered AI servers drove record revenue and a sharp jump in Dell shares.
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush...
Pre-Market Stock Futures: Futures are trading higher after yet another winning day for Wall Street, as all major indices finished the day higher after starting the session lower. Once again, all four indices we track for readers posted all-time highs as the AI/Data Center, Memory Chip rally continues to roll on. Healthcare and consumer stocks ... Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowfl
Stock futures nudge higher US stock futures edged higher ahead of the bell as Wall Street digested a blowout earnings report from Dell and kept one eye on the latest twists in the US-Iran negotiations. Dell was the star of the show after the close, with its shares rocketing nearly 40%...
Wall Street futures pointed modestly higher pre-bell Friday following media reports that Tehran and
US equity markets were pointing higher before the opening bell Friday, while oil prices fell as trad
The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion
Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.
Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.
Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a
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