Actualités

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.

No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them a long-term financial model. And of course, the market had to ...

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.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

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.

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

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.

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...

Super Micro shares jump as $60 billion AI backlog powers stock rally

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.

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

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

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

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.

Dell Technologies (DELL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

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?