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Dell Technologies' AI surge is fueling record server growth, a $95B backlog and higher FY2027 guidance, strengthening its case as an AI investment.
Jim Cramer broke down Dell Technologies Inc.’s (NYSE:DELL) post-close earnings report on Mad Money’s episode aired on September 1, as he declared it one of the best quarters he has ever witnessed. He stated: You’re getting a Dell, specifically, a blowout quarter from Dell Technologies. After the close, this iconic maker of tech hardware reported […]
And why late September could be the sweet spot for buying.
HPE stock was falling on Thursday despite signs of continued demand strength as Wall Street weighed whether they think the company can overcome margin pressures and supply headwinds. HPE reported better-than-expected fiscal third-quarter financial results after the stock market closed on Wednesday. The information technology company also raised its guidance for the full year, and CEO Antonio Neri told Barron’s that demand is incredibly strong as customers continue to build out the infrastructure needed to power artificial intelligence.
SNOW shares hit near five-year highs while DELL stock climbed to a record level as Wall Street raised targets after strong second-quarter performances.
It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.
Dell has been a strong performer all year and could provide an attractive candidate using a bull put spread.
Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells a more complicated story about who actually profits when customers buy AI servers.
Yahoo Finance Executive Editor Brian Sozzi takes a second look at Broadcom's (AVGO) price performance, which is stumbling despite revenue surging 86% year over year, and why the company has more to offer than to worry about.
Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.
HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.
HP (HPQ) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Dell's record $95 billion AI backlog, widening margins and raised guidance reshape the outlook for its AI infrastructure business.
Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.
Broadcom the latest in AI to crush it.
The Morning Bull - US Market Morning Update Thursday, Sep, 3 2026 US stock futures are slightly weaker this morning, as investors weigh stubbornly high borrowing costs and the health of the real economy. The 10 year US government bond yield is trading near 4.8%, which means mortgages, car loans and corporate borrowing are all staying expensive while investors wait for key jobs data. At the same time, two key scorecards of factory activity, the S&P Global US Manufacturing PMI at 53.9 and the...
Dell Technologies (NYSE:DELL) introduced the Dell 14S laptop, aimed at students and young adults, as a new consumer offering. The Dell 14S focuses on a lightweight build and long battery life while targeting buyers who want premium features at an accessible price. The launch expands Dell's reach beyond its XPS premium line and is intended to strengthen its presence in value focused consumer laptops. Investors are watching how the Dell 14S influences Dell's position in the broader consumer...
Dell Technologies Inc. (NYSE:DELL) delivered another strong quarter, with AI infrastructure demand pushing both results and expectations higher. Second-quarter revenue rose 58% year over year to a record $46.97 billion, beating analysts’ $44.9 billion estimate, while adjusted EPS of $7.04 significantly exceeded the $4.91 consensus. The biggest catalyst was Dell’s AI-optimized server business, where revenue […]
American Airlines Group Inc. is adding a one-time $1,000 contribution to eligible employees’ children’s Trump Accounts, while a separate Dell-backed program begins distributing $250 grants. American Airlines announced a one-time $1,000 contribution for eligible employees’ children, matching the federal government’s...
Today, Sept. 2, 2026, major indexes snapped losing streaks amid Iran-U.S. hostilities and rising Treasury yields pressuring tech valuations.
HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.
On Sept. 2, 2026, the infrastructure giant posted stronger-than-expected results backed by a $95 billion AI backlog, keeping investors focused on order conversion.