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Silver Lake’s latest filings extend a months-long Dell sell-down as AI infrastructure demand fuels the stock’s rally.
Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.
Dell Technologies (NYSE:DELL) and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture for data centers. The partnership targets enterprise AI infrastructure workloads, with Europa designed for more demanding inference and training use cases. The Europa platform is positioned to support European digital autonomy goals by offering regionally aligned AI compute options. The Dell and Axelera AI Europa architecture collaboration is an important new data point to...
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.
Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.
Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.
These stocks are all up more than 900% since September 2021.
On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]
Axelera adds inference choice, although its maximum sales opportunity remains small beside Dell's enormous backlog.
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
Penguin Solutions faces a 14-point fiscal 2026 growth drag from Edge and hyperscale exits, but surging AI memory sales could power its next growth phase.
Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.
UnitedHealth, Dell and Goldman Sachs headline a week of rate decisions, rising commodity inflation and global political uncertainty.
The buyer was formed by Sequence Holdings and DFO Management, the family office of Dell Technologies founder Michael Dell, and will acquire a majority stake in Baldwin.
AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.
The tech stock has been one of the top performers in the S&P 500 this year.
Super Micro Computer (NasdaqGS: SMCI) again faces questions over its internal controls after disclosing a material IT control weakness. The disclosure has drawn renewed attention as commentators compare SMCI's internal control framework with hardware peers such as Dell. Fresh warnings from high profile AI leaders about governance risks are adding pressure on how SMCI manages oversight of its AI related business. The renewed focus on Super Micro Computer's material IT control weakness only...
Dell Technologies Inc. (NYSE:DELL) is looking to raise roughly $4 billion through an investment-grade bond sale, mainly to refinance debt coming due in 2026. The offering is expected to be split into four tranches with maturities ranging from three to 10 years, although the final amount will depend on investor demand. The timing is significant […]
The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.
Dell Shares Fall As Wall Street Weighs Risk Of Slower AI Capital Spending
Hewlett Packard Enterprise (HPE) trades near $62, at the top of its 52-week range and up about 160% over the past year. The company just reported record revenue of $12.2 billion for fiscal Q3 2026 and a raised outlook for fiscal 2027. The easy read is that you are early in an AI cycle. The harder question is what paid for it.
Dell Technologies (DELL) has surged to an all-time high of $567.75, delivering a 331% gain over the past year. DELL maintains a 100% “Buy” technical opinion from Barchart. Fundamentals remain compelling with 70.49% projected revenue growth and 151.3% earnings growth this year. Analyst sentiment is overwhelmingly positive, with multiple “Strong...
The division's 15% operating margin includes traditional servers, networking and storage--not just AI systems.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Baldwin Insurance (BWIN) has agreed to be acquired and taken private by a consortium that includes t
Michael Dell’s AI success has catapulted him past the wealth of fellow tech moguls like Mark Zuckerberg and Larry Ellison.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.