High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.
Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.
Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?
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.
Dell hit an all-time high amid Trump endorsements and the AI rally. Here is what is driving the record surge.
Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.
Despite benefiting from the same AI server boom, Dell and Super Micro have seen dramatically different reactions from investors.
In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...
Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]
Investors backed AI-driven growth across infrastructure, cybersecurity, and cloud software sectors.
GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.
Driven by a massive backlog, key partnerships with top chip makers, and exceptionally strong technical tailwinds, Dell offers a rare blend of hyper-growth fundamentals coupled with a reasonable valuation.
AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.
Bitdeer Technologies Group (NASDAQ:BTDR) said it has entered the artificial intelligence infrastructure colocation market through a 16-year data center lease and services agreement at its Tydal campus in Norway. The agreement, executed with Volta Tydal AS, a subsidiary of AI infrastructure platform
Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie
Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.
The contract covers 121 megawatts of AI infrastructure at Bitdeer's Tydal campus in Norway and could expand to $8 billion if an eight-year renewal option is exercised.
Stock Market Today: The Dow Jones index rallies Tuesday as Caterpillar and Palantir surge on earnings. SpaceX earnings are due late.
(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing
Michael Dell has personally invested in June AI, a startup focused on transforming how enterprises implement software for the AI era. The investment reflects Dell leadership's interest in next generation enterprise AI solutions beyond Dell Technologies' own portfolio. The development is relevant for investors following NYSE:DELL and its exposure to emerging AI and automation platforms. Dell Technologies, traded as NYSE:DELL, sits at the center of enterprise hardware and infrastructure while...
Though Dell Technologies has significantly outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.
Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.
July wound up as the second-straight down month of the year for most S&P 500 investors. But some stocks rallied anyway.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
