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SanDisk Corp. (NASDAQ:SNDK) rallied for a third consecutive day on Friday, jumping 11.9 percent to close at $1,740 apiece as investors gobbled up shares ahead of its addition to the S&P 100 index later this month. As part of its latest quarterly index rebalancing, the S&P Dow Jones Indices announced that SanDisk Corp. (NASDAQ:SNDK) will […]

S&P said on Friday that Bloom Energy, Everpure (P) and Illumina (ILMN) will join the S&P 500 index.

Computer hardware firm Dell Technologies Inc. (NYSE:DELL)’s shares closed 15.8% higher the day after the firm reported its second fiscal quarter earnings report. During the quarter, the firm earned $47 billion in revenue to beat analyst estimates of $44.9 billion. Crucially, the firm also bumped its full year revenue guidance to $192 billion from $167 […]

Productivity growth could rise to 3%-4% by 2030 based on accelerating AI adoption, says Ed Yardeni. Plus, investment newsletter commentary on food prices, global growth, Treasury buybacks, and value stocks.

On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]

This AI networking star has a powerful business engine and a stock chart to match, but a recent pullback raises the question of whether the price of admission is simply too high.

Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.

The Standard & Poor's 500 index edged up 0.1% this week as gainers led by the energy sector barely o

Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.

NVIDIA, Amazon, Palantir, Dell and Fortinet stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.

Micron, SanDisk and SK hynix Stocks Rally as $95 Billion AI-Server Backlog Fuels Demand

Dell Technologies' superb earnings report is still reverberating across the stock market, as the stock climbed to a new high Friday.

Intel Stock Gets Powerful Wall Street Catalyst From Explosive Dell Server Growth

The stock market fell, but rebounded bullishly despite surging oil prices and Treasury yields hitting long-term highs.

Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: rising CPU-to-GPU ratios in AI clusters, x86's entrenched enterprise position, and the architectural advantages of Intel's Clearwater Forest processor.

Dell Technologies (DELL) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Sept 4 (Reuters) - U.S. equity funds recorded outflows for a second consecutive week, as rising bond yields and oil prices amid renewed Middle East tensions weighed on sentiment, though strong results

The "Mad Money" host argues that months of underperformance have made most of the group too cheap to ignore

Dell Technologies (DELL) just delivered a powerful fiscal Q2 update that beat expectations, lifted both quarterly and full year guidance, and highlighted a record AI server order backlog that is reshaping how investors view the stock. The strong fiscal Q2 update fits into an already powerful run for Dell Technologies. The stock has posted a 30.93% 90 day share price return and a very large 5 year total shareholder return above 10x. This signals momentum that recent AI server headlines and...

Here’s what could be next for Dell stock.

Investors are increasingly favoring companies that can prove real AI demand, improve profits and turn AI spending into actual revenue.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.

This AI stock just posted a $95 billion number Wall Street can’t ignore

Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained momentum in AI infrastructure.

Broadcom CEO Hock Tan said on Wednesday that sales of the chips that connect AI servers grew more than 2.5 times from a year earlier.

HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.

Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.

Shares of Dell Technologies (NYSE:DELL) are trading higher Thursday and hit new all-time highs thanks to strong second-quarter financial results. The higher share price is good news for Dell CEO Michael Dell, who continues to climb the billionaires leaderboard in 2026. Michael Dell’s Growing Net Worth Dell, the billionaire and not the company, has been one of the top gainers for wealth in 2026. The gains come thanks to a roughly 40% ownership of his namesake company and a large stake in Broadcom