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Super Micro Stock Surges 15% on Gross Margin Expansion
The Wall Street Journal64d agobullish
Super Micro Stock Surges 15% on Gross Margin Expansion

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

Investing.com71d agobearish
Dell leads broader AI hardware selloff as shares tumble 14%

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

Goldman Sachs sets jaw-dropping SanDisk stock price target for 2026
TheStreet74d agobearish
Goldman Sachs sets jaw-dropping SanDisk stock price target for 2026

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

Robinhood, AI Plays Lead Five Stocks Near Buy Points
Investor's Business Daily75d agobullish
Robinhood, AI Plays Lead Five Stocks Near Buy Points

Robinhood Markets and a pair of resurgent AI infrastructure plays, Dell Technologies and Cisco Systems, lead this weekend's watchlist of five stocks near buy points. Joining HOOD and AI stocks DELL and CSCO are two IRL (in real life) stocks. Outfront Media, a real estate investment trust, focuses on billboard and transit advertising, while Match Group operates Tinder and other dating sites.

Dell Stock Has A-Plus Fundamentals as Cash Flow Surges 313%
Barchart78d agobullish
Dell Stock Has A-Plus Fundamentals as Cash Flow Surges 313%

Dell Technologies (DELL) demonstrates exceptional technical momentum with a 246% increase over the past year. DELL maintains robust fundamentals with cash flow up 313% last year. Technical indicators show a 100% “Buy” opinion from Barchart. Analyst sentiment skews positive with multiple “Strong Buy” ratings, but valuation concerns persist. Today’s Featured...

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.80d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Investing.com80d agobullish
Dell stock surges on Trump endorsement... again

Investing.com - Dell Technologies surged more than 8% on Monday, July 6, after President Donald Trump publicly urged Americans to buy Dell computers, repeating a pattern that has now twice sent the stock sharply higher in 2026.

Bloomberg80d agoneutral
Singapore Files New Charges in Nvidia Chip Fraud Case

(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa