U.S. stock futures fell on Monday following Friday’s positive moves. Futures of major benchmark indices were lower.On Sunday, President Donald Trump said media mogul Lachlan Murdoch and tech leaders Oracle Corp.‘s ORCL co-founder Larry Ellison and Dell Technologies Inc.‘s DELL CEO Michael Dell will take part as investors in a proposed deal to transfer TikTok‘s U.S. operations from Chinese parent ByteDance to American ownership. Speaking on Fox News’ Sunday Briefing, Trump praised the group and called them “ ...

Group 1 - President Trump indicated that Lachlan Murdoch, head of Fox Corp. and News Corp, may join a group of US investors, including Larry Ellison and Michael Dell, to acquire a controlling stake in TikTok's US operations [1][2] - Trump mentioned that Rupert Murdoch could also be involved in the TikTok deal, highlighting the prominence and patriotism of the potential investors [2] - A source revealed that Lachlan Murdoch's role would be on the Fox side, while Oracle, led by Ellison, is set to manage TikTok's data and security [4][9] Group 2 - The deal's specifics remain uncertain, with a deadline for US and Chinese officials to finalize details by December 16 [6] - Trump has postponed the enforcement of a law requiring TikTok's parent company, ByteDance, to divest from the app or face a ban in the US due to national security concerns on four occasions [7]

​Dell Technologies Inc. (NYSE:DELL) is one of the Tech Stocks to Buy with the Lowest P/E Ratios. On September 8, Amit Daryanani from Evercore ISI reiterated a Buy rating on Dell Technologies Inc. (NYSE:DELL) with a price target of $160. The analyst highlighted that the company’s financial outlook remains stable despite the recent resignation of CFO Yvonne McGill. The company notified that no changes have been made to the targets or the capital allocation plans. The analyst notes that this has reassured in ...

Group 1 - Dell Technologies has initiated a global layoff plan, primarily affecting its EMC storage division and Client Solutions Group in China, particularly in Shanghai and Xiamen [2][3] - This marks the third round of layoffs in recent months, with previous rounds occurring on August 15 and September 12 [3][4] - Dell's market share has declined, particularly in China, where it has fallen out of the top five due to strategic missteps [4][6] Group 2 - The global PC shipment is projected to grow by 8.4% in 2025, with Lenovo and HP holding 25% and 21% market shares respectively, while Dell's share stands at 14.5%, making it the only brand among the top five with a declining shipment volume [4][6] - Analysts suggest that Dell's layoffs are not merely a response to market competition but are a result of supply chain shifts away from China and failures in strategic choices [4][6] - Dell's focus on PC business has led to missed opportunities in consumer electronics, with recommendations to diversify into markets like smartphones [6][7] Group 3 - The company must leverage its strengths in the enterprise solutions market, which includes a robust supply chain and global service system [7][8] - AI, particularly generative AI, is identified as a critical area for investment, with a need for Dell to optimize its PowerEdge XE series servers for AI workloads [7][8] - The PC market, while slowing, remains a cash cow, and Dell is encouraged to redefine its PC offerings by integrating AI capabilities [7][8] Group 4 - Dell faces significant competition in hardware from HP and Lenovo, as well as in cloud services from giants like Amazon, Microsoft, and Google [8][9] - The company's future strategy should focus on becoming an architect of enterprise digital transformation, emphasizing service delivery and hybrid cloud solutions [8][9] - The path forward is challenging but presents an opportunity for Dell to regain its prominence in the industry [9]

Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines This Week. On September 16, Bernstein initiated the stock as “Outperform” stating the stock is best positioned for growth. Apple, Dell, and HP Enterprise were all in focus on Tuesday as Bernstein noted that artificial intelligence should provide long-term benefits to the sector. “Although near-term concerns of an AI-bubble persist, we see significant upside in the long-term for IT hardware,” analysts at the firm wrote. “While the ...

Core Viewpoint - The article highlights the significant impact of artificial intelligence (AI) on Wall Street, emphasizing the increased spending on data centers as a key area for investment opportunities [1] Group 1: Industry Insights - The surge in AI adoption is driving substantial investments in data centers, indicating a shift in focus for financial institutions [1] - Companies involved in data center infrastructure and services are poised to benefit from this trend, as demand for processing power and storage increases [1] Group 2: Investment Opportunities - A list of companies that are likely to gain from the heightened spending on data centers is provided, suggesting potential investment plays in this sector [1]

Group 1 - Barclays has raised the target price for Dell (DELL.US) to $133, up from the previous target of $131 [1]

Investment Rating - The investment rating for Dell Technologies (DELL) is "Buy" (maintained) [1] Core Views - Dell Technologies reported strong growth in AI server revenue and orders, benefiting from the PC replacement cycle which positively impacts the CSG business [1][4] - For FY2026 Q2, the company achieved revenue of $29.78 billion, a year-over-year increase of 19%, driven primarily by increased AI server shipments [4] - The company’s operating profit for the same period was $1.77 billion, up 27% year-over-year, with Non-GAAP operating profit at $2.28 billion, reflecting a 10% increase [4] - The AI server segment is a significant growth driver, with AI solutions revenue reaching $10 billion in the first half of FY2026, surpassing the total for FY2025 [5] - CSG business revenue was $12.5 billion, showing a year-over-year increase of 1%, with strong demand from small and medium enterprises [6] Financial Performance Summary - FY2026 Q2 results showed a diluted EPS of $1.70, a 38% increase year-over-year, and operating cash flow of $2.5 billion [4] - The ISG business generated $16.8 billion in revenue, a 44% increase year-over-year, with server and networking equipment revenue up 69% [5] - The company expects FY2026/FY2027/FY2028 revenues of $107.45 billion, $115.44 billion, and $122.78 billion respectively, with year-over-year growth rates of 12.4%, 7.4%, and 6.4% [7] - Projected net income for FY2026/FY2027/FY2028 is $5.22 billion, $5.78 billion, and $6.70 billion, with corresponding year-over-year growth rates of 13.8%, 10.6%, and 16.0% [7] Segment Performance - The ISG segment's revenue was $16.8 billion, with a notable increase in server and networking equipment revenue [5] - CSG segment revenue was $12.5 billion, with commercial business revenue growing by 2% year-over-year [5][6] - AI server orders reached $5.6 billion in Q2, with a backlog of $11.7 billion, indicating strong future demand [5]

Group 1: Pharmaceutical Industry Investments - Major pharmaceutical companies are committing over $350 billion in U.S. investments by the end of the decade, driven by potential tariff threats from the Trump administration on imported medicines [2][8] - Eli Lilly and Company announced a $5 billion investment for a new manufacturing facility in Virginia, focusing on active pharmaceutical ingredients for advanced therapies, expected to create 2,450 high-wage jobs [3][8] - Other drugmakers like GSK, AstraZeneca, and Johnson & Johnson are also making multi-billion dollar investments in their U.S. operations [3] Group 2: Mining and Copper Production - Mitsubishi Corporation, through its stake in Anglo American Sur S.A., finalized a joint mine plan with Codelco for the Los Bronces and Andina copper mines, projected to unlock at least $5 billion in additional pre-tax value [4][5][8] - The joint venture is expected to yield an additional 120,000 tonnes of copper production annually over a 21-year period, starting in 2030, with shared economic benefits [5] Group 3: Data Center and AI Development - Keppel Corporation has partnered with Dell Technologies to collaborate on data centers and develop AI platforms across Asia, aiming to nearly double its data center capacity to 1.2 gigawatts within three to five years [9][8] Group 4: Market Trends and Economic Indicators - Asia-Pacific stock markets opened lower as investors adopted a cautious stance ahead of the U.S. FOMC policy decision, with declines in Australia's S&P/ASX 200, Japan's Nikkei 225, and South Korea's KOSPI [6][8] - Japan's August trade deficit narrowed to -¥242.5 billion, outperforming estimates, with exports declining by only -0.1% year-on-year, while imports decreased by -5.2% [7][8]

Group 1: Company Performance - Dell Technologies is experiencing accelerated growth in its Infrastructure Solutions Group (ISG), achieving record revenues of $16.8 billion in Q2 of fiscal 2026, representing a 44% year-over-year increase and six consecutive quarters of double-digit growth [1][10] - The company shipped $8.2 billion in AI servers during the same quarter and raised its full-year AI server shipment guidance from $15 billion to $20 billion, indicating sustained demand for AI-driven solutions [2][10] - Dell's shares have gained 10.1% year to date, underperforming the broader Zacks Computer & Technology sector's return of 18.8%, but outperforming the Computer - Micro Computers industry, which has declined 6.1% [8] Group 2: Strategic Developments - Dell Technologies is enhancing its AI infrastructure through the Dell AI Factory in collaboration with NVIDIA, introducing improved data management, software, and managed services to accelerate enterprise AI adoption [3][4] - The company is expanding its partner base, including collaborations with Nvidia, AMD, and Meta, which strengthens its ecosystem and positions it to capture a significant share of the projected $350 billion AI infrastructure market by 2028 [4] Group 3: Competitive Landscape - Dell Technologies faces stiff competition from companies like Applied Materials and Cisco Systems, both of which are also expanding their presence in the AI infrastructure space [5] - Applied Materials has signed transformative 15-year lease agreements with CoreWeave to deliver 250 megawatts of critical IT load, expected to generate approximately $7 billion in contracted revenues [6] - Cisco Systems has integrated AI into its product portfolios and received AI infrastructure orders exceeding $2 billion from web-scale customers in fiscal 2025 [7] Group 4: Valuation and Earnings Estimates - Dell's forward 12-month Price/Sales ratio is 0.77X, significantly lower than the Computer & Technology sector's 6.91X, indicating that Dell shares are considered cheap [11] - The consensus estimate for Dell's fiscal 2026 earnings is $9.54 per share, reflecting a 17.20% year-over-year growth, with a slight increase of 0.95% in the past 30 days [13]