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Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...

Michael Dell (Trades, Portfolio), the visionary founder of Dell Technologies, recently submitted his 13F filing for the second quarter of 2026, offering a rare glimpse into the strategic maneuvers of his family's investment vehicle, MSD Capital. Established in 1998, MSD Capital exclusively manages the assets of Michael Dell (Trades, Portfolio) and his family, operating with the flexibility to invest across a broad spectrum of asset classes from offices in New York, Santa Monica, and West Palm Beach. This quarter, the most impactful move in his concentrated portfolio was a significant reduction in Townsquare Media Inc (NYSE:TSQ), a decision that underscores a strategic shift in his communication services holdings.

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Wells Fargo expects Dell's supply chain and NVIDIA server exposure to support another powerful year of AI infrastructure growth.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

AI-powered Big Data demand is creating opportunities for NVIDIA, Palantir and Dell as enterprises scale analytics and AI infrastructure.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities.

Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the momentum or set the stage for a painful reset.

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Dell Technologies (DELL) closed the most recent trading day at $494.51, moving +2.07% from the previous trading session.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Dell stock rallies as Lenovo's 43% revenue surge signals an AI infrastructure boom

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.

Hardware stocks are splitting Thursday morning. Dell Technologies (NYSE:DELL) is indicated up 4% premarket and HP (NYSE:HPQ) is up 6%, while Cisco Systems (NASDAQ:CSCO) is down 7%. Two separate catalysts are driving the divergence: a blowout quarter out of Lenovo overnight and Cisco’s own fiscal fourth quarter results after Wednesday’s close. Premarket levels can shift ... Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. What’s Causing the Biggest Premarket Moves?

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Dell Technologies (NYSE:DELL), HP Inc. (NYSE:HPQ) and Hewlett Packard Enterprise (NYSE:HPE) shares moved sharply higher in Thursday premarket trading after strong quarterly results from Lenovo (USOTC:LNVGY) boosted sentiment across the computer hardware and enterprise technology sector.

Here is a way to get paid a real income now on your Arista Networks shares, cash you keep no matter what, in exchange for capping your gains at a price above today's.

The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.

Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up the most interesting buying opportunity in the sector.

Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.