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Is Dell (DELL) Quietly Recasting Its AI Moat With PowerStore Elite And AI Factory Expansions?
Simply Wall St.84d agoneutral
Is Dell (DELL) Quietly Recasting Its AI Moat With PowerStore Elite And AI Factory Expansions?

In May 2026, Dell Technologies used Dell Technologies World to unveil PowerStore Elite storage, next‑generation PowerEdge servers, expanded Dell AI Factory with NVIDIA offerings, and new cyber‑resilience and automation platforms, while partners like DriveNets and Kioxia announced integrations that deepen Dell’s role in high‑performance AI infrastructure. Together, these launches and collaborations show Dell building an end‑to‑end AI and data platform stack, from deskside agentic AI and dense...

Why Are HP (HPQ) Shares Soaring Today
StockStory84d agobullish
Why Are HP (HPQ) Shares Soaring Today

Shares of personal computing and printing company HP (NYSE:HPQ) jumped 15.6% in the afternoon session after investor optimism grew around the demand for its new AI-powered PCs as traders positioned themselves ahead of its upcoming fiscal Q2 2026 earnings report.

AXT Inc. (AXTI) on All-Time High Ahead of Earnings Outcome on Thursday
Insider Monkey85d agobullish
AXT Inc. (AXTI) on All-Time High Ahead of Earnings Outcome on Thursday

AXT Inc. (NASDAQ:AXTI) is one of the 10 Stocks Effortlessly Climbing Double-Digits. Dell Technologies climbed to a new all-time high on Friday, as investors loaded portfolios ahead of the results of its earnings performance for the first quarter of fiscal year 2027. In intra-day trading, the stock soared to its highest price of $298.32 before trimming […]

Assessing Dell Technologies (DELL) Valuation After AI Infrastructure Launches And Rating Upgrades
Simply Wall St.85d agobullish
Assessing Dell Technologies (DELL) Valuation After AI Infrastructure Launches And Rating Upgrades

Dell Technologies (DELL) kicked off Dell Technologies World 2026 with a dense slate of AI focused launches, including PowerStore Elite storage, new PowerEdge servers, Deskside Agentic AI and expanded private cloud automation. See our latest analysis for Dell Technologies. Investors have reacted strongly to the AI focus at Dell Technologies World, with the latest share price at US$295.19 and a 90 day share price return of 141.42%. The 5 year total shareholder return of about 5.5x points to...

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
24/7 Wall St.86d agobullish
Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Dell Stock Cruises To New Highs; Earnings In Focus As AI Servers Reignite Growth
Investor's Business Daily86d agoneutral
Dell Stock Cruises To New Highs; Earnings In Focus As AI Servers Reignite Growth

Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.