Dell Technologies Inc. (NYSE:DELL) will release earnings results for the third quarter after the closing bell on Tuesday, Nov. 25.Analysts expect the Round Rock, Texas-based company to report quarterly earnings at $2.48 per share, up from $2.15 per share in the year-ago period. The consensus estimate for Dell's quarterly revenue is $27.29 billion, compared to $24.37 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in seven of the past 10 quarte ...

Core Insights - Quantum Computing Inc. (QCi) is participating in the UBS Global Technology and AI Conference from December 1-4, 2025, with Dr. Yuping Huang and CFO Chris Roberts attending [1] - Dr. Huang will be part of the Quantum Computing Panel on December 1, 2025, at 2:55 PM MT [1] - The company offers accessible and affordable quantum machines and foundry services for photonic chips based on thin-film lithium niobate (TFLN) [2] Company Overview - Quantum Computing Inc. specializes in integrated photonics and quantum optics technology [2] - The company's products are designed to operate at room temperature and low power, making them cost-effective [2] - QCi's technology portfolio includes applications in high-performance computing, artificial intelligence, cybersecurity, and remote sensing [2]

Dell Technologies Inc. (NYSE:DELL) is one of the most undervalued NYSE stocks to buy right now. On November 17, Dell Technologies and NVIDIA (NASDAQ:NVDA) announced significant advancements to the Dell AI Factory with NVIDIA to simplify, boost performance, and increase flexibility for advanced environments, supporting enterprises across all AI applications, from traditional to agentic. This move is crucial as enterprises navigate a new era of HPC and AI, facing challenges in managing complex hardware and ...

Core Viewpoint - HP Inc. is at a critical point with its stock price at $30, which represents a clash between optimistic and pessimistic market narratives [1] Group 1: Market Sentiment - The bullish perspective is driven by the "AI Hype," suggesting a transformative impact on personal computing [2] - Conversely, the bearish view is centered around the "Windows 10 Cliff," indicating a significant risk to HP's immediate financial performance due to hardware obsolescence [2] Group 2: Business Dynamics - HP management claims that AI PCs constitute over 25% of their shipment mix, but the path to $30 is more reliant on the end of Windows 10 support [3] - Microsoft has ceased support for Windows 10 as of October 2025, creating a pressing deadline for corporate IT departments to upgrade [3] Group 3: Replacement Cycle - HSBC has upgraded HP to a "Buy" rating with a $30 target, highlighting that approximately 50% of the installed base has not yet upgraded, and 20% of those devices cannot run Windows 11 [4] - This situation is expected to create a "forced supercycle" of hardware replacements driven by corporate necessity rather than consumer demand [4]

Economic Indicators - Retail sales for September are expected to show a month-over-month increase of 0.4%, indicating a healthy consumer environment, while core retail sales are estimated at 0.3% [3][4] - The Producer Price Index (PPI) is anticipated to show a headline CPI of 0.3% and core CPI of 0.2%, which would be a positive sign for inflation trends [4][5] Market Activity - The trading volume in E-Mini S&P 500 futures is low, with over 500,000 contracts traded, suggesting a light trading week due to the holiday [6][8] - Volatility is expected to remain elevated, with the S&P 500 testing the 20-week moving average and potential resistance at the 50-day moving average of 5,712 [7] Company Earnings - Key earnings reports to watch include Alibaba, which is expected to report soon, and Dell, which will report on Wednesday amid discussions about high memory prices [9][10] - Deere & Company is also highlighted, with recent trends showing a potential bullish crossover in its MACD, indicating a possible catch-up trade against its peer Caterpillar [12][13] Geopolitical Factors - Ongoing peace talks between Russia and Ukraine are affecting commodity prices, particularly crude oil, which saw a recent decline but is now trading flat [17][20] - The EU's concerns about concessions to Russia in the peace deal could impact energy markets, with low inventory levels in the U.S. for diesel and gasoline [20][21]

As Dell Technologies Inc. (NYSE:DELL) approaches its fiscal 2026 third-quarter earnings, investors face a classic good news, bad news scenario. The headline narrative is undeniable growth fueled by an insatiable appetite for AI infrastructure, but the fine print reveals a precarious battle to protect profitability against rising component costs.Check out DELL’s stock price here.The Revenue Engine: Firing On All CylindersManagement has set the bar high, guiding for third-quarter revenue between $26.5 billion ...

Core Viewpoint - Dell Technologies Inc. is highlighted as a stock to watch, with expectations that it will perform well despite potential challenges related to semiconductor prices [1]. Group 1: Company Overview - Dell Technologies Inc. offers a range of products including storage systems, servers, networking gear, consulting services, laptops, desktops, workstations, and accessories [2]. Group 2: Market Sentiment - There is skepticism in the market regarding Dell's ability to manage rising raw material costs, particularly semiconductors, but there is confidence in the company's leadership and sourcing capabilities [1]. - The company is expected to continue performing strongly in the data center and enterprise sectors, suggesting a positive outlook for its stock ahead of the upcoming quarterly report [1].

Lenovo is stockpiling memory and other critical components to navigate a supply crunch brought on by the boom in artificial intelligence https://t.co/InVhBNLpBL ...

Core Viewpoint - The focus is on identifying undervalued stocks with a strong potential for high returns while managing risks effectively [1]. Group 1 - The investment strategy emphasizes the importance of understanding the assets owned to limit risks and maximize upside potential [1]. - Simplicity in investment ideas is highlighted as a key factor, with a preference for contrarian approaches [1].

Market Performance - The stock market experienced a slight recovery on Friday, but the Nasdaq recorded its third consecutive weekly loss, closing 7% below its late-October high [1] - The S&P 500 also ended the week lower, marking its second down week this month, with a decline of nearly 5% [1] Sector Highlights - The Dow Jones index showed stronger performance compared to other indexes, indicating a potential divergence in sector performance [2] - Retail sales data is anticipated in the upcoming Thanksgiving week, which may influence market sentiment and performance [2] Earnings Outlook - Upcoming earnings reports from major companies like Alibaba and Dell are expected to be pivotal, as they may determine whether these stocks can reverse their recent downward trends [4] - Concerns regarding profit margins have been raised for Dell and other computer manufacturers, which could impact their stock performance [4] - Companies like IREN and Cipher Mining have seen significant stock surges due to AI cloud deals with major players like Microsoft and Amazon Web Services [4]