NEW YORK (AP) — Wall Street got back to rising on Wednesday, while the price of gold pushed further past $4,000 per ounce. The S&P 500 climbed 0.6% a day after snapping a seven-day winning streak and set its latest all-time high. The Dow Jones Industrial Average edged down by 1 point, or less than 0.1%, while the Nasdaq composite rose 1.1% to its own record. Trading has been relatively muted recently following the U.S. government’s latest shutdown. The closure has delayed the release of several major eco ...

摩根大通：将戴尔的目标价从145美元上调至165美元。 ...

戴尔将年度营收增长预期从此前的3%-4%提升至7%-9%，EPS收益增长目标从8%或更高提升至15%或更高，新预期延续至2030财年。戴尔首席运营官 称，公司传统业务将有低到中个位数增长，AI服务器业务将有"中个位数的营业利润率"，这一水平可以接受。 美东时间10月7日周二，因AI产品需求超预期增长，戴尔大幅上调公司未来四年业绩指引，将年度营收增长的增速几乎翻倍至7%-9%，每股收益 （EPS）的增长目标提升至15%以上。戴尔首席运营官Jeff Clarke承认管理层低估了AI市场的发展势头。他说： "两年前我们对AI市场规模的判断完全失准，如今它只会越来越大。" 上调业绩预期后，本周二戴尔股价开盘即涨4.8%，盘初一度涨逾6.1%，后回落，早盘尾声时和午盘曾小幅转跌，最终收涨3.5%。同样销售AI服务器的 超微电脑（SMCI）和慧与（HPE）股价盘初曾分别涨超5%和4%，分别收涨约0.8%和0.5%。 戴尔科技再次显示作为近几年人工智能（AI）热潮赢家的本色。 AI服务器业务驱动增长预期 本周二在纽约举行投资者会议前，戴尔公布了更新的"长期财务框架"，将年度营收增长预期从此前的3%-4%大幅提升至7%-9% ...

Group 1 - Dell Technologies' stock price increased by 3.51% on October 7, marking a total rise of 7.20% over two days, reaching a new high [1] - The company raised its annual sales growth forecast from 3%-4% to 7%-9%, and non-GAAP diluted earnings per share growth expectation from 8% to at least 15%, boosting investor confidence [1] - Strong demand for artificial intelligence products is expected to drive Dell's growth until fiscal year 2030, highlighting the importance of its strategic positioning in the AI sector [1] Group 2 - Dell Technologies emphasized its expansion in the AI server market during its Q2 2026 financial report, securing orders from multiple clients, which solidifies its market position and lays the groundwork for future revenue growth [1] - The company plans to double its AI server business revenue and has committed to increasing shareholder returns, extending its dividend growth promise to fiscal year 2030, enhancing its attractiveness to investors [2] - Dell's market performance and strategic initiatives position it as a focal point for investors, especially with the ongoing development of AI technology [2]

PresentationPaul FrantzVice President of Investor Relations Hello, and thanks to everyone for joining us today for our 2025 Dell Technologies Securities Analyst Meeting. You'll find our press release from today, our presentation and related disclosures as well as additional content and information available on our IR website. Before we get started, I'd like to share with you our Regulation G and safe harbor disclosures. During this meeting, unless otherwise specified, all references to financial measures re ...

Dell Technologies CEO Michael Dell said Tuesday that while demand for computing power is "tremendous," the production of artificial intelligence data centers will eventually top out."I'm sure at some point there'll be too many of these things built, but we don't see any signs of that," Dell said on "Closing Bell: Overtime."The hardware maker's server networking business grew 58% last year and was up 69% last quarter, Dell said. As large language models have evolved to more multimodal and multi-agent systems ...

Core Insights - The demand for data center infrastructure is robust, with no signs of overbuilding despite significant growth in server networking business, which grew 58% last year and 69% last quarter [5][7] - Dell Technologies has increased its annual revenue target by 4-5 percentage points, indicating strong confidence in long-term revenue growth prospects for its AI servers and traditional servers [6][7] - The company has doubled its earnings per share (EPS) target to over 15% annually, reflecting a solid business performance and commitment to returning at least 80% of adjusted free cash flow to shareholders [8][9] Demand and Infrastructure - There is a substantial increase in demand for computing power driven by advancements in AI, particularly with large language models and multimodal systems [4][12] - Energy availability is a critical constraint for data center operations, with many customers unable to proceed with infrastructure deployment due to power limitations [11][13][14] - Dell Technologies is focused on optimizing energy consumption through innovative cooling solutions, which is essential given the rising energy costs and demand for computing power [10][11] Market Position and Strategy - The company is positioned to benefit from the growing adoption of AI technologies across various sectors, including tier 2 cloud service providers and enterprise customers [12][18] - Dell Technologies emphasizes its role in providing foundational computing power and infrastructure necessary for AI applications, rather than directly engaging in consumer-facing AI products [17][18] - The company anticipates creating more data in the next few years than ever before, highlighting the importance of its infrastructure in managing and utilizing this data effectively [18][19]

Dell Technologies raised its long-term financial targets, citing its ability to capitalize on surging demand for artificial intelligence https://t.co/iIX30RibmM ...

Core Insights - The third quarter performance of the selected stocks was strong, with 14 out of 18 stocks finishing in positive territory, and 12 of those achieving double-digit gains [2][3] - Notably, four stocks have doubled in value year-to-date, while 13 stocks have recorded double-digit gains [2] - The report provides a ranking of the 18 stocks based on their year-to-date returns and offers insights into their outlook for the fourth quarter [2] Stock Performance Summary - **Beam Therapeutics (BEAM)**: Q3 gain of 42.68%, YTD return of 4.03% [3] - **Bloom Energy (BE)**: Exceptional Q3 gain of 253.55%, YTD return of 309.14% [3] - **Boeing (BA)**: Q3 gain of 3.01%, YTD return of 23.12% [3] - **Carvana (CVNA)**: Q3 gain of 11.95%, YTD return of 90.70% [3] - **CF Industries (CF)**: Q3 loss of 2.50%, YTD return of 6.03% [3] - **Coinbase Global (COIN)**: Q3 loss of 3.71%, YTD return of 50.98% [3] - **Dell Technologies (DELL)**: Q3 gain of 15.64%, YTD return of 26.09% [3] - **Deutsche Bank (DB)**: Q3 gain of 20.94%, YTD return of 108.91% [3] - **Ezcorp (EZPW)**: Q3 gain of 37.18%, YTD return of 49.39% [3] - **LendingClub (LC)**: Q3 gain of 26.27%, YTD return of -6.38% [3] - **Nebius Group (NBIS)**: Q3 gain of 102.91%, YTD return of 356.10% [3] - **Opera (OPRA)**: Q3 gain of 9.21%, YTD return of -2.85% [3] - **Rocket Lab (RKLB)**: Q3 gain of 33.94%, YTD return of 108.99% [3] - **Roku (ROKU)**: Q3 gain of 13.93%, YTD return of 39.22% [3] - **Sea (SE)**: Q3 gain of 11.75%, YTD return of 73.99% [3] - **SEI Investments (SEIC)**: Q3 loss of 5.58%, YTD return of 3.18% [3] - **SoFi Technologies (SOFI)**: Q3 gain of 45.09%, YTD return of 65.62% [3] - **STMicroelectronics NV (STM)**: Q3 loss of 7.07%, YTD return of 16.54% [3] - **Total Gain**: Cumulative YTD return of 1322.80% across all stocks [3] Notable Stock Insights - **Nebius Group NV (NBIS)**: Strong performance in the AI sector, with 10% of the stock's float sold short [3] - **Bloom Energy Inc (BE)**: Benefiting from the data center boom, with a significant Q3 gain [4] - **Rocket Lab Corp (RKLB)**: Showing bullish potential despite a recent stock sale [5] - **Deutsche Bank AG (DB)**: A solid performer in the banking sector, demonstrating value investing characteristics [5] - **Carvana Co (CVNA)**: Positive momentum following earnings, with decreasing short interest [6] - **Sea Limited (SE)**: Consistent performance with three consecutive profitable quarters [6] - **SoFi Technologies (SOFI)**: Testing support levels, with potential for further gains [7] - **Coinbase Global Inc (COIN)**: Continues to face skepticism from analysts despite its crypto focus [8] - **Ezcorp Inc (EZPW)**: Positive bounce off its 200-day moving average, indicating potential growth [8] - **Roku Inc (ROKU)**: Reinventing itself after being oversold [9] - **Dell Technologies Inc (DELL)**: Monitoring external factors like chip imports and tariffs [9] - **Boeing Co (BA)**: Currently in a channel of higher highs, indicating potential for recovery [9] - **STMicroelectronics NV (STM)**: Struggling to recover from a post-earnings gap [10] - **CF Industries (CF)**: Upcoming earnings report to be closely watched [10] - **Beam Therapeutics Inc (BEAM)**: Trading at its highest level since March, showing signs of recovery [10] - **SEI Investments Co (SEIC)**: Facing downward pressure, testing its 200-day moving average [10] - **Opera Ltd (OPRA)**: Struggling to capitalize on previous positive ratings [11] - **LendingClub Corp (LC)**: Despite being the worst performer, still showing resilience with a recent quarterly gain [11] Market Sentiment - Several stocks, including BEAM, COIN, DELL, NBIS, ROKU, and STM, have high Relative Strength Indexes, indicating potential overbought conditions [12] - Despite the strong performance, there are still bullish cases to be made for all 18 stocks listed [12]

戴尔科技给最近OpenAI重燃的人工智能（AI）热潮又添一把火。 美东时间10月7日周二，因AI产品需求超预期增长，戴尔大幅上调公司未来四年业绩预期，将年度营收增长预期增速几乎翻倍至7%-9%，每股收益（EPS） 的增长目标提升至15%以上。戴尔首席运营官Jeff Clarke承认管理层低估了AI市场的发展势头：他说： "两年前我们对AI市场规模的判断完全失准，如今它只会越来越大。" 上调业绩预期后，本周二戴尔股价开盘即涨4.8%，盘初一度涨逾6.1%，后回落，早盘尾声时曾短线转跌。同样销售AI服务器的超微电脑（SMCI）和慧与 （HPE）股价也曾跳涨，盘初曾分别涨超5%和4%。 AI服务器业务驱动增长预期 本周二在纽约举行投资者会议前，戴尔公布了更新的"长期财务框架"，将年度营收增长预期从此前的3%-4%大幅提升至7%-9%，调整后每股收益（EPS）增 长目标从8%或更高提升至15%或更高。新预期将延续至2030财年。 | Long-Term Financial Framework | Previous Target | Updated Target | | --- | --- | --- | | Annu ...