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SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.

In the world of AI hardware, one company is delivering top-tier growth from the bargain bin, forcing investors to ask if the market sees a flaw they are missing.

NVIDIA owns the silicon, but a veteran hardware giant is racking up AI orders at a pace that demands attention. The question is whether one company quietly positioned itself to win enterprise AI budgets without anyone noticing.

Illumina and Everpure also join the S&P 500 in the September rebalance

Dell Technologies, Vodafone Group and Zeta Global Holdings climbed to annual highs on Friday as positive company catalysts and Wall Street optimism added to their gains.

Demand for artificial intelligence (AI) infrastructure is booming.

SanDisk jumped 3.6% overnight after its S&P 100 inclusion, extending a nearly 12% Friday surge.

On the September 3 episode of Mad Money, Jim Cramer turned his attention to NVIDIA Corporation (NASDAQ:NVDA) and its expansion into open-source software infrastructure. He remarked: Next, I know NVIDIA’s up 22% for the year and that would be a lot for every other company, but not for NVIDIA. This is NVIDIA, for heaven’s sake… […]

Dell, KE Holdings and Vita Coco show strong momentum, earnings surprises and growth, making them stocks to watch in September.

During the September 2 episode of Mad Money, Jim Cramer turned his attention to Dell Technologies Inc. (NYSE:DELL), breaking down why buyers flocked to the stock following its earnings report as investors favored lower-multiple technology names. He commented: What’s going on right now is that big money managers are fleeing stocks with high price to […]

Dell Technologies broadens its consumer PC reach with the affordable Dell 14S as PC demand improves and competition from HP and Apple intensifies.

NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.

NetApp enters fiscal 2027 with stronger AI, flash and cloud demand, but premium valuation and margin pressure leave less room for execution missteps.

NetApp's 14.8% three-month gain rides record all-flash growth, rising AI deal sizes and a higher fiscal 2027 outlook, even as margin risks build.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.

The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Nike stock suffers a new setback. Nearly 18 years in the S&P 100 comes to an end

One familiar name is losing its place among market royalty

Dell and HPE both delivered record results and raised guidance, but only one showed it can turn AI-driven growth into expanding margins.

Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4. Both described record AI demand, but the market treated backlog quality, margins, and execution differently. Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) are […]

Despite the stock’s dramatic ascent, Dell has further room to run as demand remains exceptionally solid.

Editor’s Note: This story has been updated to correct Jeff Clarke’s title. He is Dell Technologies’ chief operating officer. Dell Technologies Inc. posted a blowout second quarter fueled by soaring demand for artificial intelligence infrastructure, and Chief Operating Officer Jeff...

Dell spiked $100 after its Sept. 1 Q2 earnings release, following strong earnings results. But it's near my FCF-based price target and analysts' PTs. Shorting out-of-the-money options may be a better play.

Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.

Nike drops out of the S&P 100 on September 21, 2026. Dell, Palo Alto, Arista and Sandisk move in, signaling a major shift toward tech stocks.

The fair value estimate for Dell Technologies has shifted from about US$502.78 to roughly US$564.46, putting a fresh spotlight on how analysts are thinking about the stock today. This change reflects close attention to Dell’s guidance and comments on component supply, memory costs, margins and the broader backdrop that includes AI server demand, macro data releases and geopolitical developments. In the sections that follow, you will see how to track these updates and make sense of the...

Dell's huge beat-and-raise quarter signals broad data-center demand for DDR5 and NAND, strengthening Micron's memory-cycle thesis beyond the AI-driven HBM boom.

The Bureau of Labor Statistics reported nonfarm payrolls rose 162,000 in August, nearly three times the 55,000 consensus.