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Investing.com -- Zscaler Inc (NASDAQ:ZS) shares dropped more than 4% in after-hours trading Thursday following the announcement of a leadership change in its revenue organization.
Smartphone and PC shipments are plummeting, but Apple and Dell are expected to keep revenue climbing. Apple raised prices by hundreds of dollars on some Macs and iPads this summer, Asa Fitch notes for The Wall Street Journal, and is charging more for its latest round of iPhones. The companies may have the competitive and brand position to pull off the increases.
Apple’s iPhones, for example, are projected by Wall Street analysts to generate 17% more revenue this calendar year, according to FactSet. The main reason for the disconnect between sales and revenue are memory chip prices, which are being driven higher by the AI race.
By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day
The U.K.-based company didn’t say how many shares it would offer, or at what price, but intends to list shares on the New York Stock Exchange under the symbol NSCL.
Not only did the central bank increase interest rates, but there's also now a higher probability of another hike in October, today, Sept. 16, 2026.
Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.
Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Dell and HPE surge as Oracle reveals what AI demand really looks like
A consortium led by Dell Chief Executive Michael Dell’s DFO Management is taking insurance brokerage Baldwin Group private in a cash deal valued at $7.7 billion.
Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.
(Updates with market moves at the end of the day, and other changes, if any.) US stocks rose Frid
(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
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.
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.
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.
Dell’s $95 billion AI server backlog is fueling the next leg of the stock’s rally.
Dell Technologies Inc. is seeking to raise about $4 billion from an investment-grade bond sale, joining a wave of issuers seeking to refinance debt as it rides an AI-driven boom in demand for servers.
Record AI server orders of $60.9 billion fuel record revenue and earnings growth.
Dell spiked $100 after its Sept. 1 Q2 earnings release, following strong earnings results. But it's near my FCF-based price target and analysts' PTs. Shorting out-of-the-money options may be a better play.
The Bureau of Labor Statistics reported nonfarm payrolls rose 162,000 in August, nearly three times the 55,000 consensus.
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