Core Viewpoint - Dell Technologies Inc. is recognized as a trending AI stock, with Goldman Sachs initiating coverage with a Buy rating and a price target of $165, driven by AI server strength and data center recovery [1] Group 1: Investment Outlook - Analysts believe Dell is positioned as an AI winner, benefiting from cyclical recovery in its core data center hardware business, which supports potential upside despite challenges in the PC market [1] - Even with cautious assumptions regarding PC demand and profitability, Dell is expected to exceed consensus sales and earnings estimates due to ongoing AI server momentum and recovery in core servers and storage [2] Group 2: Competitive Advantages - Dell's ability to manage commodity cost headwinds more effectively than its peers is attributed to its scale, large direct sales force, and favorable business mix [2] - The company provides a range of IT solutions, including servers, storage, networking, and personal computing devices, catering to both businesses and consumers globally [3]

Core Viewpoint - Super Micro Computer (SMCI) stock has experienced significant volatility, with a current price reflecting a 51% correction from its 52-week high of $66.44, primarily due to a revenue miss in Q1 [1] Financial Performance - For Q1 FY26, SMCI reported revenue of $5 billion and expects full-year revenue of $36 billion [3] - The company has guided for Q2 revenue between $10 billion and $11 billion, which exceeds analyst consensus by over $2 billion [5] Market Sentiment - Despite the bearish sentiment, SMCI stock is considered attractively valued and could be a candidate for a short squeeze in 2026 [2] - SMCI is currently the third-most-shorted stock by hedge funds, indicating strong negative sentiment in the market [1] Operational Insights - SMCI has a strong global presence, operating in over 100 countries, and is pursuing aggressive expansion with new facilities in the U.S., Taiwan, the Netherlands, Malaysia, and the Middle East [3][6] - The company aims to scale production to 6,000 racks per month by the end of fiscal 2026 [6] Recent Stock Performance - Following a significant earnings miss in Q1 and cash used in operations of $918 million, SMCI stock has corrected by 45% over the last six months, presenting a potential accumulation opportunity [4]

Core Insights - Oakmark Fund's fourth-quarter 2025 investor letter indicates a focus on capital appreciation through investments in large-cap US companies, with the fund outperforming the S&P 500 Index by returning 4.78% compared to the index's 2.66% [1] Company Overview - CDW Corporation (NASDAQ:CDW) is identified as a leading information technology solutions provider, with a market capitalization of $17.641 billion [2] - The stock closed at $134.60 per share on January 13, 2026, with a one-month return of -6.33% and a 52-week gain of 28.20% [2] Performance and Strategy - CDW Corporation's consolidated net sales for Q3 2025 were reported at $5.7 billion, reflecting a 4% increase from Q3 2024 [4] - The company has transitioned from a technology hardware reseller to a comprehensive IT solutions provider, focusing on software and services, which has positively impacted its margins [3] - The strong corporate culture at CDW, exemplified by its skilled account managers and technology consultants, has been crucial in attracting and retaining customers [3] Market Position - Despite CDW's significant role in the IT ecosystem, the challenging environment for IT service and hardware resellers has negatively affected its share price, presenting a buying opportunity at a compelling valuation [3] - CDW Corporation is not among the 30 most popular stocks among hedge funds, although the number of hedge fund portfolios holding the stock increased from 44 to 48 in the last quarter [4]

Group 1 - Leading Wall Street firms have released their top stock picks for 2026, focusing on companies with strong upside potential and solid dividends [1][3] - Raymond James has identified four quality stocks for growth and income investors, emphasizing the importance of total return strategies [5] - The Raymond James Best Picks List has historically outperformed the Russell 2000 in 20 of its 30 years, indicating a strong track record for selected stocks [7] Group 2 - CDW Corp. is highlighted as a key stock, offering a dependable 1.89% dividend and providing IT solutions across various sectors in North America [6]

Core Viewpoint - Supermicro, Inc has secured a $2.0 billion senior revolving credit facility with JPMorgan Chase Bank, which will support its operations in AI, Cloud, Storage, and 5G/Edge technologies [1] Group 1 - The credit agreement includes a maturity date set for December 29, 2030 [1] - The facility allows for borrowings that can be utilized for various corporate purposes [1]

Group 1 - Insight Enterprises Inc. has amended its asset-based lending credit agreement, increasing its credit facility from $1.8 billion to $2 billion, with $1.65 billion available to US borrowers and $350 million available in multiple currencies [2][3] - The maturity of the credit facility has been extended to December 19, 2030, providing the company with enhanced financial flexibility to finance operations and support international growth [2][3] - The company's board has approved a $299 million stock repurchase program, which includes $149 million carried over from the prior authorization [3] Group 2 - Cannaccord analyst Luke Morrison initiated coverage of Insight Enterprises with a Hold rating and a price target of $100, while the average price target from three Wall Street analysts is $103.33, indicating a potential upside of 29.53% from current levels [4] - Insight Enterprises is recognized as a global IT solutions provider, offering services such as cloud, data/AI, cybersecurity, and managed IT to help businesses with digital transformation [5]

As filed with the U.S. Securities and Exchange Commission on December 10, 2025. Registration No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified in its Charter) | | | (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 28 Genting Lane, #05-07, Pl ...

Core Insights - Dell Technologies Inc. is gaining attention in the AI sector, with Goldman Sachs raising its price target from $175 to $185 while maintaining a "Buy" rating due to improved fiscal 2026 earnings guidance and stronger AI server demand [1][2] Financial Performance - Dell raised its fiscal 2026 EPS outlook to a range of $9.82 to $10.02, driven by stronger-than-expected EBIT growth [2] - The Infrastructure Solutions Group (ISG) segment exceeded expectations and improved margins, with AI server demand increasing among Tier 2 CSPs and higher-margin neocloud and sovereign customers [2][3] AI Server Demand - AI server orders surged to $12.3 billion compared to $5.6 billion in fiscal Q2 2026, with margins also improving sequentially [3] - Dell has increased its fiscal 2026 ISG revenue outlook to the mid-to-high 30% range and raised its fiscal 2026 AI server outlook by $5 billion to $25 billion [3] CSG Segment Performance - The Client Solutions Group (CSG) revenue and margins fell short due to a 7% year-over-year decline in consumer revenue, although commercial revenue grew by 5% year-over-year [4] - Dell anticipates continued benefits from the ongoing PC refresh cycle and Windows 11 upgrades [4] Supply Chain Management - Dell has reassured investors regarding commodity inflation, stating it can recover two-thirds of cost increases within 90 days due to strong supply-chain leverage [4]

Core Insights - Dell Technologies Inc. is gaining attention in the AI sector, with Morgan Stanley raising its price target to $113.00 while maintaining an "Underweight" rating, highlighting the strong performance of its AI server business [1] Group 1: Financial Performance - Dell's AI server orders surged over 150% in fiscal 2026, reaching $30 billion in orders, with expectations of a 50% revenue increase in fiscal 2027, totaling $37 billion [2] - The strong AI server business is contributing significantly to the company's fourth-quarter revenue guidance and earnings per share (EPS) upside compared to estimates and consensus [1] Group 2: Challenges - The company faces challenges due to a memory supercycle, which is causing price spikes and supply issues, impacting demand and margins for fiscal 2027 [3] - Dell has acknowledged the unprecedented nature of the memory supercycle, indicating that the cost basis for all product categories will be affected by memory inflation [3] Group 3: Investment Perspective - While Dell shows potential as an investment, there are other AI stocks perceived to offer greater upside potential and lower downside risk [4]

Core Insights - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies [1][2]. Company Summaries - **Bank OZK (OZK)**: Provides retail and commercial banking services. The Zacks Consensus Estimate for its current year earnings has been revised 3.1% downward over the last 60 days [1]. - **Boise Cascade Company (BCC)**: A manufacturer of wood products and building materials. The Zacks Consensus Estimate for its current year earnings has been revised 17.9% downward over the last 60 days [1]. - **Climb Global Solutions, Inc. (CLMB)**: A value-added IT solutions company. The Zacks Consensus Estimate for its current year earnings has been revised 7.6% downward over the last 60 days [2].