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The next AI trade may extend well beyond GPUs.

Tech stocks climbed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (X

Arista Networks (ANET) stock has gained about 51% since mid-December, against about 12% for the S&P 500. Peers Dell Technologies (DELL) rose 293% and Hewlett Packard Enterprise (HPE) 135%, while Cisco Systems (CSCO) gained about 40%. AI demand is the obvious explanation, and it is real. But management linked its latest outlook raise to a better supply position, and the CEO says the industry is still short of parts. From here, the shares are a bet on those parts arriving.

(Updates with index/price moves, macroeconomic data, comments and geopolitical news from the first p

Investing.com -- U.S. indices are on track for a fall this week, as a jump in crude above $100 a barrel, amid continued Middle East tensions, impacted sentiment.

(Updates with latest market prices and developments.) US benchmark equity indexes were advancing

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

A $95 billion backlog and a fresh Wall Street call are pushing Dell higher.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

RBC analyst David Paige set a $640 price target, citing Dell's position in a multi-year AI infrastructure spending cycle

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

If you own Ciena (CIEN) or Arista Networks, you own one idea: AI is driving fast growth in network traffic, and both sell the equipment that carries it. Both raised their revenue outlooks in their latest reports, and both say they could ship more if supply loosened. Then the pair splits. Ciena's case rests on orders it cannot yet fill, while Arista already keeps about 43 cents of every sales dollar as operating profit.

Dell stock hit a record high above $567, while HPE shares hit multi-month highs.

Dell Technologies Inc (NASDAQ:DELL) shares hit an all-time high above $562, up 11% on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC's initiation cited enterprise demand for AI investments, compute modernization, storage expansion...

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Dell Technologies (DELL) is well positioned to benefit from the multi-year artificial intelligence i

Dell Technologies' (DELL) results should sustain above long-term targets amid enterprise demand for

Dell has surged over 300% this year on the back of a $95 billion AI backlog, but profit takers just hit the brakes hard. Whether the next leg up reaches a bold new price target depends on three specific dominoes falling into place.

Chewy downgraded, Shopify initiated: Wall Street's top analyst calls

Hewlett Packard Enterprise's record $7.6 billion AI backlog and rising networking orders point to strong demand as AI infrastructure spending accelerates.

As the best mutual funds poured CrowdStrike and Marvell, Palantir also returned to this monthly screen for the first time this year.

Markets are bracing for Friday's CPI data after a brutal week of selling across stocks, bonds, and crypto, and Wall Street analysts are already reshuffling their ratings on names like Dell, Shopify, Novo Nordisk, and Fortinet before the dust settles.

Sept 11 (Reuters) - U.S. stock index futures bounced back as oil prices cooled on Friday and investors pinned their hopes on the consumer inflation report to end a rough week on a positive note.

↗️ Oracle (ORCL): Shares in the database and cloud-computing company jumped 7% in premarket trading after it reported sharply higher quarterly profit and revenue. Sales from Oracle’s cloud-infrastructure business more than doubled.

Dell’s AI infrastructure exposure, disciplined capital strategy and broad replacement cycle keep the long-term growth case intact, according to RBC Capital Markets.

Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.

Here’s what’s driving Dell stock and its price target following its 700% climb.

Pump.fun launches Custom Pairs, letting creators launch tokens against stocks, crypto, metals, and more while earning fees in the paired asset.

Dell Technologies Inc. (NYSE:DELL) reported fiscal second-quarter 2027 revenue of $47.0 billion, up 58% year over year. AI server orders reached $60.9 billion, while recognized AI server revenue totaled $16.4 billion and ending AI server backlog reached $95.0 billion. Orders and backlog are company-reported operating metrics, not recognized revenue. Orders measure booked demand, while backlog […]

Jim Cramer wrote off Palantir as ice cold just 48 hours before Nvidia revealed which software company it trusts to run every component inside its most advanced AI rack, and the timing raises an uncomfortable question about who actually understands this platform.