On the heels of an incredible rally, stocks are off to a strong start in 2025. After surging 23.3% across 2024's trading, the S&P 500 index rose roughly 1.2% early in this year's trading before flattening as of Tuesday's market close. Market darlings like Nvidia hit new valuation highs this week, and investors are looking to potentially explosive categories including quantum computing and robotics as "next big thing" contenders that could power future rallies.While buying shares in top technology players wi ...

With its servers business making headlines in the AI world, Dell Technologies Inc.'s (NYSE: DELL ) stock has surged over 50% in the past year. In the below analysis, I determine that the technicals indicate that the stock may see furtherI'm a technically-oriented Canadian investor with a focus on U.S. markets, particularly in tech and financials. I graduated with a Bachelor of Commerce Degree with Distinction, with a major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Bu ...

The exponential growth of artificial intelligence (AI) in multiple sectors of the economy is expected to add trillions to the world's gross domestic product. Investors can already see this playing out, with top AI hardware and software companies reporting strong expansion in their businesses and their revenues over the past few years.To help you profit from this opportunity, you might want to consider two stocks that are well-positioned to supply the growing need for AI infrastructure in the years to come. ...

Dell AI PC portfolio boosts creativity and productivity for end users; simplifies AI for developers and IT administrators Unified branding across Dell's PC portfolio makes it easier and faster to find the right PCs, accessories and services Latest generation silicon from Intel®, AMD and Qualcomm Technologies, Inc. offers customers enhanced performance and expanded AI capabilities The Dell Pro AI Studio, the newest addition to the Dell AI Factory, provides the industry's most comprehensive AI PC toolkit,1 a ...

ROUND ROCK, Texas, Jan. 6, 2025 /PRNewswire/ -- Dell is once again raising the bar with innovative new PC monitors that debut world's first technology. Our latest flagship trio showcases industry-leading advancements in color accuracy, eye comfort and audio experience, offering an ideal canvas for creative professionals, engineers, tech enthusiasts or anyone in search of cutting-edge monitors. Dell UltraSharp 32 4K Thunderbolt Hub Monitor Dell 32 Plus 4K QD-OLED Monitor With world's first enhanced IPS ...

Why it matters:The AI PC market is quickly evolving. Silicon innovation is at its strongest and everyone from IT decision makers to professionals and everyday users are looking at on-device AI to help drive productivity and creativity. To make finding the right AI PC easy for customers, we've introduced three simple product categories to focus on core customer needs – Dell (designed for play, school and work), Dell Pro (designed for professional-grade productivity) and Dell Pro Max (designed for maximum per ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Dell's AI Transformation - Dell has successfully implemented AI across its internal operations and aims to help enterprises adopt AI [6][10] - The company's Infrastructure Solutions Group (ISG) revenue reached a record $11.4 billion in Q3, a 34% YoY increase, driven by AI servers, storage, and network capabilities [1] - Dell's product suite, referred to as the Dell AI Factory, includes AI PCs, GPU-enabled servers, storage offerings, networking solutions, and advisory services [22] - The company has doubled its PowerEdge server lineup from five to ten models, with six air-cooled and four direct liquid-cooled [4] - Dell's servers and networking revenue surged 58% YoY, and its market capitalization rose from below $34 in September 2022 to around $117 in late December 2024, reaching $82 billion [17] Strategic Partnerships and Market Positioning - Dell partners with major tech companies like Nvidia, Qualcomm, Intel, and xAI to power AI infrastructure [12][28] - The company's broad offering, strong supply chain, and scalability position it well for continued success in the AI market [24][25] - Dell's nuanced offerings have helped it capture the market of very large customers and tier-2 CSPs [7][23] Internal Changes and RTO Policy - Dell implemented a major restructuring in August, including layoffs and a steady RTO policy connected to AI [2][9] - The company called sales staff back to the office full-time in September, emphasizing the benefits of in-person interaction for learning and mentorship [30][26] - Close to 50% of Dell's full-time US workers opted to stay remote despite the RTO push [33] Industry Trends and Analyst Perspectives - Dell has been aggressive in bringing AI infrastructure and services to market, aligning with broader industry trends [15][21] - Analysts believe Dell's RTO policy and internal changes will positively impact growth and product development [19][31] - The company's success in optimizing its offerings and meeting the demands of large customers like Meta highlights its strategic positioning in the AI space [1][28]

This has turned out to be a very solid year for artificial intelligence (AI) stocks as companies benefiting from the rapidly growing adoption of this technology have witnessed a solid improvement in their businesses, leading to healthy gains in their share prices as well.The good part is that AI proliferation is still in its early phases, and the spending on this technology is set to keep growing in 2025. Market research firm IDC estimates that worldwide AI spending could jump to $337 billion next year from ...

Artificial intelligence (AI) investing covers a broad range of companies, including hardware, software, end users, and many that cover a large part of this spectrum. On the hardware side, Nvidia (NVDA -1.41%) has reigned supreme as the top stock. However, there are other ways to invest in this space.Companies like Super Micro Computer (SMCI -0.94%) and Dell (DELL 0.41%) make hardware for servers that run these intense AI calculations and are critical in the AI value chain. But which is a better investing bu ...