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Okta is opening its Oktane 2026 in Las Vegas on Sept. 22 and hopes that its AI agent security platform will steal the show.

Here is how BE Semiconductor Industries NV (BESIY) and Dell Technologies (DELL) have performed compared to their sector so far this year.

Googlebook pushes Gemini into premium PCs as Alphabet takes on Apple and established Windows laptop makers.

Dell Technologies recently launched the XPS Googlebook, a 13‑inch premium Googlebook laptop powered by the Snapdragon X Elite processor and tightly integrated with Gemini Intelligence, featuring an aluminum chassis, 2.5K InfinityEdge touch display, and up to 16 hours of Netflix streaming on a single charge. This move extends Dell’s high‑end XPS brand into the Googlebook ecosystem for Android users, highlighting the company’s push to pair premium hardware with AI‑centric, cross‑device...

Key Stats for Dell StockCurrent Price: $568. 06Target Price (Mid): ~$668Street Target: ~$577Potential Total Return: ~18% over ~4.

Micron is putting $2.75 billion behind a facility in India as the AI boom keeps picking up steam.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how hardware & infrastructure stocks fared in Q2, starting with Dell (NYSE:DELL).

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.

AppLovin, which helps mobile app developers monetize their products, is down 52% over the last year, and trades 57% below its 52-week high.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.

Priority Technology (PRTH) shares soared after the company agreed to be acquired by an investor grou

Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best

HPQ stock fell Monday after HP forecast industrywide personal computer sales will decline by mid-single digits next year.

One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.

Yahoo Finance Executive Editor Brian Sozzi goes 1-on-1 with EMJ Capital Founder and President Eric Jackson to discuss the next set of tech stocks after memory that can grow exponentially during the AI boom and why Jackson is willing to bet on Dell (DELL) and Micron (MU).

Dell Technologies (DELL) 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.

By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

One year on from the $9.7 billion Microsoft deal, the company is finally delivering.

Dell, HP and Phillips 66 are rallying on AI server, AI-PC, and refining-margin catalysts, though all three now trade well above their consensus analyst price targets.

Index funds will need to buy the flash-memory specialist's stock ahead of Monday -- though maybe not much of it.

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date. Cramer mentioned Oracle Corporation (NYSE:ORCL) in a tweet made close to midday on the 17th. The shares closed 5% higher that day: “Strength in Oracle is a very positive sign…” What Cramer meant […]

The U.K.-based company didn’t say how many shares it would offer, or at what price, but intends to list shares on the New York Stock Exchange under the symbol NSCL.

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

One of the world’s largest companies has become a cash-return machine of historic scale, but its engine is now facing a serious test.

Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

Mistras Group (MG) has agreed to be acquired by affiliates of alternative investment firm H.I.G. Cap