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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.

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.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Revenue jumped 78% to $39.1 billion last year, but investors are still waiting for more consistent margins.

The AI trade is bucking the trend Friday.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Super Micro (NASDAQ:SMCI) and the rest of the hardware & infrastructure stocks fared in Q2.

Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.

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.

With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has significant skin in the game through insider ownership. This article highlights three high growth, high insider commitment US stocks from our screener and explains why each one could deserve a closer look now. The three stocks covered below are just a starting...

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells a more complicated story about who actually profits when customers buy AI servers.

Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Super Micro (SMCI) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Super Micro delivered improved margins, forecast huge growth for the year ahead, and shored up some corporate governance concerns.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

Government bond yields in many major economies are at multi year highs, which indicates that central banks are serious about keeping inflation in check. Higher yields can pressure some stocks, but they also push investors to look more closely at companies with solid growth plans and leaders who have real money at stake. This article highlights three such fast growing, founder backed stocks worth knowing about now. The stocks covered below are just a small sample of this theme, and the full...

Super Micro Computer (NasdaqGS:SMCI) announced a new partnership with Cisco to supply high density liquid and air cooled compute systems for AI infrastructure. The company’s systems will be integrated into Cisco’s Secure AI Factory architecture, which uses NVIDIA technologies for enterprise, neocloud and sovereign cloud customers. The collaboration broadens Super Micro Computer’s access to rack scale and dense GPU systems that are validated for Cisco’s AI offerings. Consider broadening your...

Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom actually pays.

Tech stocks are a little lackluster with higher rates in America. Nvidia is bouncing from $215, AMD remains above major support at $450, and SMCI continues to range between $35 and $40.

Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.

Dell reported better-than-expected second-quarter financial results after the stock market closed on Tuesday.

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

Investing.com - U.S. stock index futures edged lower on Wednesday as investors contended with a global bond selloff, elevated energy prices and growing expectations that the Federal Reserve could raise interest rates later this month, putting pressure on rate-sensitive technology stocks.

Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing never went away, so what exactly is the market seeing that he is not?

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.