Notícias

Dell Technologies is set to report Q2 earnings, with analysts expecting triple-digit year-over-year EPS growth.

You might think a stock jumps on its own news, but Wednesday's surge was a lesson in how the AI hardware frenzy is lifting all boats.

The networking giant is standing out in a weak market, but what it really offers your portfolio is a powerful, and volatile, dose of something new.

Dell's AI server revenue exploded last quarter, but margin compression is spooking investors and capping the stock well below its potential. Here is the case for why that gap closes faster than Wall Street expects.

Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

Memory chip companies are supposed to live and die by cycles, which makes one number buried in Micron's latest earnings report look like it belongs to an entirely different kind of business.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

Axon Enterprise recently expanded its board, appointing former Dell executive Vivek Mohindra and AI entrepreneur Eiso Kant as independent directors on July 8, 2026, with Mohindra joining the Audit and Compensation Committees and Kant observing the M&A and Capital Structure Committee. This board refresh brings together deep enterprise strategy and cutting-edge AI infrastructure expertise, potentially influencing how Axon develops and governs its evolving public safety technology...

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration.

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.

Six weeks ago, investors were openly questioning whether Meta Platforms' enormous spending on artificial intelligence would deliver a clear return to shareholders. Meta shares climbed 21% through mid-July, adding roughly $270 billion in market capitalization, Motley Fool reported. That rally pushed ...

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

The average brokerage recommendation (ABR) for Dell Technologies (DELL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.

Axon Enterprise appointed Vivek Mohindra and Eiso Kant as new independent directors to its board. Mohindra brings decades of leadership experience at large technology companies, including Dell Technologies. Kant adds founder-level experience in artificial intelligence and large-scale infrastructure. For investors tracking Axon Enterprise (NasdaqGS:AXON), these board changes arrive as the stock trades around $511.17. The shares have gained 183.9% over the past 3 years and 183.1% over the...

If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide