Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Penguin Solutions' growing AI-driven backlog, predictable bookings-to-revenue cycle and stronger pipeline are improving revenue visibility into fiscal 2027.
Hewlett Packard Enterprise/'s Private Cloud AI gains momentum as enterprise demand, AI orders and backlog point to continued growth opportunities ahead.
Dell stock has surged over 260% this year on the back of a booming AI server business, but a specific set of conditions must align before shares reach the next major milestone. Here is what the numbers actually require.
The cost story Apple used to lead with has turned into a credit, and the one that replaced it is priced by a market with three suppliers.
Seagate Technology, Western Digital and Dell have been highlighted in this Screen of The Week article.
Dell Technologies (NYSE:DELL) is positioning agentic artificial intelligence as a shift not only in enterprise infrastructure, but also in how companies organize work, manage costs and secure autonomous systems. At The Six Five Summit’s AI infrastructure track, John Roese, Dell’s global chief techn
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
Dell Technologies stock has delivered a very large 5 year return, yet current valuation checks still point to upside, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggesting the shares may trade below fair value even after a recent pullback. Over the past 5 years, Dell Technologies has returned about 8.6x on an absolute basis, which puts recent short term declines into context for longer term holders. Growing demand for AI and hyperscale data center...
Seagate, Western Digital and Dell emerge as top momentum stocks as the Driehaus strategy highlights strong earnings and upward trends.
Evercore sees another beat-and-raise quarter ahead.
One company just turned profitable on a 17.5% net margin; the other commands 97% of Fortune 500 but carries $31.5B in debt.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.
Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.
Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.
Dell stock had its ups and downs in the early 1990s before shares went on a tear in the latter part of the decade.
Dell Technologies (DELL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
DELL, SANM and CLS offer diversified AI exposure as surging infrastructure spending boosts demand for servers, storage and networking.
Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.
On 18 August 2026, Team Liquid announced a five-year extension of its long-running collaboration with Dell Technologies’ Alienware brand, expanding a relationship that now spans performance testing, product development, content creation, global events and elite training facilities across three continents. This expanded esports collaboration highlights how Dell is using Alienware and Team Liquid as a real-world testbed for high-performance gaming and AI-optimized systems that can inform its...
Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher
OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.
SNPS' AI-driven chip design demand is supporting Q3 growth, while weak industrial and automotive starts and China remain key risks.