Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
High expectations leave little room for disappointment
Dell Technologies (DELL) is expected to deliver a strong beat in fiscal Q2 and raise its fiscal 2027

Dell makes servers for artificial intelligence data centers and hyperscalers.

IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.
Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting earnings this Tuesday after market hours. Here’s what to expect.

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

After a big week for tech earnings headlined by Nvidia’s quarterly update, the main focus for investors may turn back to economy data in the coming days.

Dell Technologies (NYSE: DELL) is promoting disaggregated private cloud infrastructure as a core approach for hybrid and AI-focused enterprise workloads. The shift, led by Dell's Senior Vice President of Data Center Solutions, targets large enterprises that want more agile and scalable IT architectures. Enterprises such as Omega Healthcare are already deploying these disaggregated private cloud solutions in real-world environments. This push toward AI-ready, modular cloud infrastructure is...

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%








