Dell: An Undervalued AI Play

Dell Technologies ( DELL ) is executing well in the server market and reporting strong growth in its Infrastructure Solutions Group as a result. With spending on AI products only set to ramp up, Dell is well-positioned to capitalize onAnalyst’s Disclosure: I/we have a beneficial long position in the shares of DELL, SMCI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...