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Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.

Dell Technologies (DELL) has returned more than 360% over the past year and now sits right at the top of its 52-week range. Measured against sales it is still cheaper than the S&P 500. Measured against the cash it produces, it costs about twice the index. Both readings describe the same company, and the gap is the decision.

Hewlett Packard Enterprise (NYSE:HPE) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the artificial intelligence (AI) server maker. The move places Hewlett Packard Enterprise stock at the front of a sector-wide unwind in AI hardware, and it’s coming from the […]

Dell and HPE surge as Oracle reveals what AI demand really looks like

A consortium led by Dell Chief Executive Michael Dell’s DFO Management is taking insurance brokerage Baldwin Group private in a cash deal valued at $7.7 billion.

Dell Technologies (NYSE:DELL) shares rose 11. 98% on Friday to close at a record $567.

Baldwin Group (BWIN) shares were up 4.8% pre-bell on Monday following a Financial Times report on Su

Computer hardware provider Dell Technologies Inc. (NYSE:DELL) is a key player in the AI industry as it is among the handful of firms capable of providing the server equipment used in AI data centers. The shares are up by 353% over the past year and closed a whopping 11.9% higher on the 11th. As the […]

HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.

The AI boom is alive and well.

Michael Dell's net worth hits $276.5 billion, beating Bezos and Nvidia's Jensen Huang. His 40% stake explains why.

Nscale’s reported pursuit of about $3.5 billion in pre-IPO financing matters to more than its prospective shareholders. Dell Technologies Inc. (NYSE:DELL) and Nokia Oyj (NYSE:NOK) already have commercial and investment ties to the AI infrastructure company. Better funding could help their customer execute, but it would not automatically become either supplier’s revenue. Reuters reported the […]

Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.

Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense. Speaking

Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years. Kennedy said Dell

They call it a ‘hundred-year flood.’ Is your nest egg already underwater?

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

During the September 8 episode of Mad Money, Jim Cramer compared Dell Technologies Inc. (NYSE:DELL) to Dallas Cowboys star wide receiver CeeDee Lamb. He commented: Finally, I like Dell Technologies for a wide receiver spot riding a wave of insatiable demand for its AI services. Hence why the stock’s more than quadrupled for the year. […]

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

Nike continues to make new lows while the major indexes hover around all-time highs.

On September 1, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares surged 9% after the firm raised its fiscal 2027 profit and revenue outlook for the second time this year due to surging AI server demand. Dell now expects $25.50 in adjusted earnings per share on $192 billion in revenue, up from a May outlook […]

The consumer price index rose 0.4% in August, month over month and 3.4% year over year.

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks rose Frid

Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.

Dell shares rally as RBC Capital Markets issues a bullish note in their favor. Here’s why analyst David Paige expects DELL stock to rip higher from here.

Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.

US equity indexes ended higher Friday amid a broad-based rally led by communication services and tec

The next AI trade may extend well beyond GPUs.