Dell: AI Growth Inflection Is Just Beginning

Brandon Bell Dell: Buyers Have Returned With Conviction Dell Technologies Inc. (NYSE:DELL) investors have avoided a further battering as DELL's August 2024 lows held firmly. As a result, dip-buyers have returned to lift the stock's buying momentum, even as arch-rival Super Micro (SMCI) stock suffers to gain traction. Therefore, the valuation between SMCI and DELL has closed markedly, narrowing the previous valuation bifurcation between the leading competitors in the AI server infrastructure market. Coupled ...