Actualités

Intel, Dell and Progressive headline new Zacks research, with AI-driven growth opportunities, demand trends and competitive pressures shaping their outlooks.

July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for ‌AI safety and cybersecurity, days after the Hugging Face incident ‌drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI ​Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

Dell Technologies is enjoying impressive growth due to the booming demand for AI servers.

As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care.

Dell Technologies (NYSE:DELL) has been selected by the Texas A&M Engineering Experiment Station to build IGNITE, a secure AI and high performance computing platform. IGNITE is designed to support advanced academic research with shared infrastructure and extensive security capabilities. The deployment is described as one of the largest academic AI platforms in the US, aimed at serving a wide range of research disciplines. Dell Technologies enters this project with recent stock performance...

Nvidia CEO Jensen Huang used his first X media post to share a joint letter defending open-weight AI models, co-signed by Andreessen Horowitz, Meta, Microsoft, Perplexity, Palantir, Mozilla, Mistral, Dell,…

Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).

Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.

The Nvidia CEO pens an open letter in support of the open-weight artificial-intelligence models competing with OpenAI and Anthropic.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.

The Texas A&M Engineering Experiment Station (TEES) has awarded Dell Technologies (NYSE:DELL) a contract to develop a new artificial intelligence and high-performance computing platform known as IGNITE, a project backed by funding from the State of Texas. The new infrastructure is expected to strengthen advanced research capabilities across multiple scientific, engineering and national security fields.

Dell's shares popped 10% on Wednesday following positive AI reports from analysts.

Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.

You might think a stock jumps on its own news, but Wednesday's surge was a lesson in how the AI hardware frenzy is lifting all boats.

The networking giant is standing out in a weak market, but what it really offers your portfolio is a powerful, and volatile, dose of something new.

Dell's AI server revenue exploded last quarter, but margin compression is spooking investors and capping the stock well below its potential. Here is the case for why that gap closes faster than Wall Street expects.

Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

Axon Enterprise recently expanded its board, appointing former Dell executive Vivek Mohindra and AI entrepreneur Eiso Kant as independent directors on July 8, 2026, with Mohindra joining the Audit and Compensation Committees and Kant observing the M&A and Capital Structure Committee. This board refresh brings together deep enterprise strategy and cutting-edge AI infrastructure expertise, potentially influencing how Axon develops and governs its evolving public safety technology...

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration.