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Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.
Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.
SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.
Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.
Dell Technologies (DELL) just finished a sizeable share repurchase phase that started in 2021. The latest tranche alone retired 9,500,000 shares, which gives investors fresh context for recent stock moves. Dell Technologies’ recent buyback comes on top of a powerful run in the shares, with a 1-month share price return of 25.55% and a year to date share price return of 360.41%. This has been fueled by heavy interest in its AI server exposure and a series of positive updates, including strong...
Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri’s good. Neri’s good… I didn’t think they had the horses. They do have the horses. The fact is that I’m just a Dell fan, I guess, in the […]
Michael Dell tells parents to teach compounding, not him, as $250 deposits land and Dell stock hits a record near $600.
HP (HPQ) stock has run hard over the past six months, gaining about 78%, and it still trades roughly 8% below its 52-week high. The steadier story is the share count. HP retires a slice of its own stock every year, so earnings per share grow faster than profits do. The question is whether a rising memory bill breaks that.
Axelera gives Dell a lower-power option, although potential startup sales are not Dell orders.
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
Lenovo is expanding Saudi Arabia's sovereign edge AI push with MemryX, pairing ThinkEdge servers with local AI processing and services opportunities.
Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.
NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.
A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.
Micron Delivers First India-Made Memory Shipment as Chip Expansion Accelerates
The AI infrastructure company is rapidly expanding its data center capacity as supply constraints create opportunities for providers that can bring new capacity online.
A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]
Tesla hosted a robotaxi day nearly two years after the robotaxi was first announced.
Not only did the central bank increase interest rates, but there's also now a higher probability of another hike in October, today, Sept. 16, 2026.
Axelera gives Dell a lower-power accelerator choice without creating disclosed orders or guaranteed revenue.
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
Dell Stock Gets Fresh Boost From Goldman's $1.3 Trillion AI Server Forecast
Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.
Dell Technologies has delivered incredible returns to investors in 2026, and it isn't done soaring yet.
Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.
Elon Musk has crossed the trillion-dollar threshold before and watched it vanish in weeks. What keeps his fortune swinging by hundreds of billions at a time says a lot about how fragile that number really is.
Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.
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