Why DELL Stock Is One of the Best Ways to Play the AI Boom

Between January and the start of June, the company's share price doubled. But over the past month, the stock has declined 16% after Dell's first-quarter earnings raised concerns about the profitability of the AI servers. AI Opportunity Investment bank Morgan Stanley (NYSE:MS) has forecast $10 billion of AI server revenue from Dell in the company's current fiscal year that ends in February 2025. Analysts believe concerns over Dell's AI servers selling at low margins are temporary. In mid-June, Morgan Stanley ...