High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of Hewlett Packard Enterprise (NYSE:HPE) are down 4% to $56.37 in Thursday morning trading, unwinding a two-day run in AI server names with no company disclosure attached to the move. Hewlett Packard Enterprise stock is still up 134% year to date (YTD), which is the setup profit taking tends to work on. Dell Technologies […]
“Welcome to the life of a supply chain person at Dell. This is what we do, chasing parts. We love it,” COO Jeffrey Clarke said.
Demand for the company's traditional server line continues to impress, with revenue growth more than doubling.
QMCO's surge reflects strong enterprise demand, rising tape adoption and larger deals, but supply constraints pose a key hurdle.
Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout.
Your name doesn't have to be Jen-Hsun Huang to make a fortune on an S&P 500 stock this year. Michael Dell's stock holdings made even more.
Dell Technologies and HP benefit from PC refresh cycles and rising AI demand, with higher earnings estimates supporting their prospects.
Arista Networks (ANET) trades near $195, and its option chain prices a range for the coming twelve months running from a floor near $112.90 to a ceiling of $336.68. That spread is wide enough to change what a sensible position looks like. The options market is pricing this move at almost exactly what the stock has already delivered, 0.98 times realized volatility, hardly the calmer outcome the wide band might suggest.
Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.
Evercore raises its price target on Dell stock. Here’s why analyst Amit Daryanani favors owning DELL shares.
Dell’s record AI server orders, accelerating enterprise infrastructure spending, and improving performance across storage and client solutions are giving the tech giant multiple growth engines.
Tech stocks eased late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (
The Computer - Micro Computers industry participants like DELL and HPQ are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
Investing.com -- Dell Technologies Inc (NYSE:DELL) has officially initiated a multi-billion-dollar bond sale to refinance near-term debt and bolster liquidity, according to preliminary prospectus documents filed Wednesday with the U.S. Securities and Exchange Commission (SEC). In its SEC Form 424B2 filing, joint co-issuers Dell International L.L.C. and EMC Corporation disclosed a public offering of senior unsecured notes across four distinct series. Underwriting for the book-entry offering is be
Dell's surging AI-server growth and raised outlook give it an edge over HPE, while HPE offers a lower valuation and expanding infrastructure business.
Dell Technologies Inc. is seeking to raise about $4 billion from an investment-grade bond sale, joining a wave of issuers seeking to refinance debt as it rides an AI-driven boom in demand for servers.
The average brokerage recommendation (ABR) for Dell Technologies (DELL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
QMCO's new ADM solution targets rising data demands by helping organizations cut storage costs, reduce risk and optimize data management.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Investors rewarded three very different catalysts spanning artificial intelligence, biotechnology, and energy.
Dell now expects $192 billion in revenue, with a $95 billion AI-server backlog supporting its growth outlook.
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.
Record AI server orders of $60.9 billion fuel record revenue and earnings growth.
Dell Technologies (DELL) trades at $524.14, right at its 52-week high, after a 321.7% run over the past year. The easy read is that you are late to an AI server trade, and that the $95 billion AI backlog is the number deciding what happens next. The analysts who cover the company full-time barely used their questions on the backlog: two of the nine touched on it.
While the sheer scale of the AI buildout naturally draws comparisons to the internet bubble of the late-90s, equating the two overlooks key economic realities.
AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.
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.
