智通财经APP获悉，周一，芯片概念股普涨，截至发稿，费城半导体指数上涨3.7%，AMD(AMD.US)暴 涨超25%，该公司与人工智能巨头OpenAI达成了一项战略合作协议。根据协议，OpenAI将在未来数年 内部署总计6吉瓦(GW)的AMD GPU算力。美光科技(MU.US)涨超2.8%，戴尔(DELL.US)涨超3%，台积 电(TSM.US)涨超4.6%，阿斯麦(ASML.US)、博通(AVGO.US)涨超1%；英伟达(NVDA.US)逆市跌超 1%。 ...

🔥 UPDATE: Strategy overtakes Dell in market cap, now ranked 104th among U.S. public companies.Dell rejected a shareholder proposal to buy Bitcoin in May. https://t.co/8sKUbZqJi1 ...

Core Insights - The economy outside of data center-related businesses is showing signs of weakness, prompting calls for a Federal Reserve rate cut [1][2] - Upcoming earnings reports from companies like McCormick, Delta Air Lines, and Constellation Brands are critical for market sentiment [1][2][3] Company Summaries - **Constellation Brands**: The stock has fallen out of favor, particularly among Hispanic consumers due to concerns over immigration policies and job losses [2] - **McCormick**: The spice maker is expected to report quarterly results, with potential resilience in a slower economy as spices are seen as affordable alternatives [3] - **Dell**: Anticipated to highlight its analyst meeting, focusing on AI integration with Nvidia [3] - **PepsiCo**: Facing pressure from an activist investor and challenges from the growing popularity of GLP-1 weight loss drugs [5] - **Delta Air Lines**: Considered a tough stock to own, down approximately 5% year-to-date despite being a top performer in its sector [5] - **Levi Strauss**: Expected to report a reliable quarter, showing resilience despite tariff impacts [5] - **Honeywell**: The spinoff of its materials division is viewed as a bold move, with investor day scheduled for Wednesday [4] Economic Commentary - Federal Reserve President Austan Goolsbee's upcoming speech is significant as he is a voting member of the Federal Open Market Committee, expressing caution about rapid interest rate cuts due to inflation concerns [6]

Core Insights - Digital Realty Trust (DLR) has announced a collaboration with Dell Technologies and DXC to address enterprise AI challenges, enhance deployment processes, and accelerate outcomes [1][4] - The partnership enables enterprises to set up, deploy, and expand AI infrastructure in DLR's colocation data centers using PlatformDIGITAL, powered by Dell AI Factory and implemented by DXC [2][7] - This collaboration aims to streamline the transition from AI concept to deployment, reducing operational complexity while ensuring secure data access [2][3] Summary by Sections Collaboration Details - The collaboration combines Digital Realty's PlatformDIGITAL with Dell's AI Factory and DXC's expertise, providing a comprehensive solution for enterprises [7] - Enterprises will benefit from faster AI deployment, reduced complexity, and secure access to data, hybrid cloud, and enterprise environments [2][7] Technology and Services - The deployment utilizes Dell PowerEdge servers, Dell AI Data Platform, and Dell Networking alongside Digital Realty's global data center platform [3] - This integrated approach offers a complete range of AI and transformation services, enabling enterprises to streamline and accelerate private AI initiatives [3] Market Impact - Digital Realty's collaboration is expected to enhance its AI capabilities and expand into the growing enterprise AI market, capturing new AI workload opportunities [4] - Over the past three months, DLR's shares have increased by 0.7%, compared to the industry's growth of 1.4% [4]

DARTMOUTH, Nova Scotia, Oct. 02, 2025 (GLOBE NEWSWIRE) -- MOBIA is proud to announce that it has been recognized by Dell Technologies as the Trailblazer Partner of the Year – Canada. This prestigious award celebrates Dell Canada’s fastest-growing partners who are driving innovation, delivering customer success, and achieving outstanding business growth. The Trailblazer Award represents Dell Canada’s recognition of partners who demonstrate exceptional growth, vision, and execution in bringing cutting-edge so ...

Over the past six months, Dell's stock has gained 59%. Being part of the artificial intelligence infrastructure build-out sure pays off. And even though the stock jumped that much, it still seems a little bit invisible compared to the rest of the AI pack. Not making GPUs or AI models makes it less prone to hype. However, pragmatic investors view it for what it is —a key AI player that you need if you want to build infrastructure for AI or any other data center. Building a data center is difficult withou ...

We recently published 11 Stocks Crushing Wall Street With Whopping Gains. Dell Technologies Inc. (NYSE:DELL) is one of the top performers on Tuesday. Shares of Dell Technologies jumped by 5.88 percent on Tuesday to end at $141.77 apiece after gaining a positive credit rating and outlook from Fitch Ratings. In a statement, Fitch Ratings said it raised the Long-Term Issuer Default Ratings (IDRs) of Dell Technologies Inc. (NYSE:DELL) to BBB+ from BBB, and affirmed its Short-Term IDR at F2. Companies under ...

Billionaire entrepreneur Mark Cuban shared his thoughts recently on the possibility of TikTok’s U.S. operations falling under the control of Oracle (NYSE:ORCL)  Executive Chairman Larry Ellison, Fox (NASDAQ:FOX, FOXA)) CEO Lachlan Murdoch and Dell Technologies (NYSE:DELL) CEO Michael Dell warning that the platform’s success could unravel if mishandled. “It’s scary because there was no open auction. There was only a discussion about someone buying TikTok and seeing what happens,” Cuban said on the “The Pro ...

BREAKING: Futures Fall After Dow Sets Record Close Computer giant Dell Technologies' (DELL) stock trades above its 50-day and 21-day lines as it rises toward its latest buy point. Additionally, the Relative Strength Rating for Dell stock climbed into a higher percentile Monday, rising from 69 last week to 74. Dell's AI systems use Nvidia (NVDA) processors. Among its other key ratings Dell has a 91 EPS Rating out of 99, and an 84 Composite Rating. Its B- Accumulation/Distribution Rating on an A+ to E scale s ...

Group 1 - The article highlights the undervaluation of Dell Technologies Inc. as it transforms into an AI infrastructure giant, with the stock price increasing since the initial bullish call in March [1] - Pythia Research focuses on identifying multi-bagger stocks in the technology sector, utilizing a multidisciplinary approach that combines financial analysis, behavioral finance, and alternative metrics to uncover high conviction investment opportunities [1] - The research emphasizes that market movements are influenced by perception, emotion, and bias rather than solely on fundamentals, leading to persistent inefficiencies that can signal breakout opportunities [1] Group 2 - The analysis seeks to identify disconnects in investor behavior, such as status quo bias and fear of uncertainty, which can obscure recognition of companies with unconventional growth paths [1] - The process involves deep research and signals that others may overlook, including shifts in narrative, social traction, and underappreciated momentum in user adoption, which can precede significant market moves [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and explosive upside, based on the belief that the best returns arise from understanding where investor belief lags behind reality [1]