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Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.
Notable insiders at the company, including its chief financial officer, unloaded millions of dollars worth of Dell stock.
Gemini creates a new premium-client lane beside Dell's much larger AI-server business.
LNVGY's global footprint across 180 markets and diversified revenue mix bolster resilience as fiscal 2026 revenues rise 20% to $83.1 billion.
Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 22.8% gain for the industry over the past six months - 4.4 percentage points higher than the S&P 500.
Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.
UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to what each stock had already priced in.
Gemini gives Dell a premium consumer platform without supplying shipment commitments or margin targets.
Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
ADP's AI tools Assist and the Zone are expanding adoption, boosting service efficiency, and supporting bookings growth across its business.
Apple’s iPhones, for example, are projected by Wall Street analysts to generate 17% more revenue this calendar year, according to FactSet. The main reason for the disconnect between sales and revenue are memory chip prices, which are being driven higher by the AI race.
Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.
Rising memory and component costs are increasingly discouraging personal computer shoppers, promptin
Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.
Snapdragon gains another premium showcase, but Google disclosed neither unit commitments nor processor mix.
Okta is opening its Oktane 2026 in Las Vegas on Sept. 22 and hopes that its AI agent security platform will steal the show.
Here is how BE Semiconductor Industries NV (BESIY) and Dell Technologies (DELL) have performed compared to their sector so far this year.
Dell Technologies recently launched the XPS Googlebook, a 13‑inch premium Googlebook laptop powered by the Snapdragon X Elite processor and tightly integrated with Gemini Intelligence, featuring an aluminum chassis, 2.5K InfinityEdge touch display, and up to 16 hours of Netflix streaming on a single charge. This move extends Dell’s high‑end XPS brand into the Googlebook ecosystem for Android users, highlighting the company’s push to pair premium hardware with AI‑centric, cross‑device...
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how hardware & infrastructure stocks fared in Q2, starting with Dell (NYSE:DELL).
Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.
AppLovin, which helps mobile app developers monetize their products, is down 52% over the last year, and trades 57% below its 52-week high.
Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.
Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.
Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best
One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.
Yahoo Finance Executive Editor Brian Sozzi goes 1-on-1 with EMJ Capital Founder and President Eric Jackson to discuss the next set of tech stocks after memory that can grow exponentially during the AI boom and why Jackson is willing to bet on Dell (DELL) and Micron (MU).
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