Key Takeaways Dell shares jumped 32.2% in a month, far outpacing the broader tech sector's 3.8% gain. Strong AI server demand and $11.7B backlog drive Dell's robust fiscal 2026 momentum. Dell projects up to 11% Q3 FY26 revenue growth on innovation and expanding AI partnerships. Dell Technologies (DELL) shares have gained 32.2% in the past month, outperforming the broader Zacks Computer and Technology sector’s increase of 3.8%. The Zacks Computer - Micro Computers industry has surged 13.1% in the same time f ...

1 October 2025 | 6:32PM HKT Equity Research Taiwan ODM/Brands: 3-month Preview: Apple supply chain sustained strong momentum; AI server growth trend mixed We preview 3-month revenues for 10 companies in the AI servers/PCs supply chain, and update our estimates and/or TPs for AVC, Quanta, Asus, Wistron and Compal within. Across the supply chain, we are positive on: (1) Apple's supply chain on the back of new models ramp up with two consecutive years of form factor changes (i.e. Air and foldable phones) to su ...

ToplineDell’s stock reached a new all-time intraday high Wednesday, one day after the tech company nearly doubled its long-term guidance on increased demand for its data center offerings crucial to training and running artificial intelligence. Dell boosted its guidance Tuesday. (Photo credit should read PAU BARRENA/AFP via Getty Images)AFP via Getty ImagesKey FactsDell shares were up 7.6% at $162.41 as of 2:05 p.m. EDT, the stock’s highest position of the year, and have traded as high as $166.10 on Wednesda ...

Dell's growth potential in AI servers is the reason its targets look feasible, writes Melius Research analyst Ben Reitzes. ...

Key TakeawaysAsian equities experienced a broad decline following a retreat in U.S. markets, with the Hang Seng Index falling 1.4% amidst concerns over excessive valuations driven by AI euphoria.JP Morgan significantly raised its price target for Dell Technologies (DELL) to $165 from $145, reflecting strong performance fueled by demand for AI servers.National Bank of Canada increased price targets for Canadian copper miners, lifting Ero Copper (ERO) to C$35 from C$27 and Capstone Copper (CS) to C$15, signal ...

Michael Dell, founder, CEO, chairman of Dell Technologies. Always good to talk to you, Michael. >> Great to be with you again, John.>> So, you got a big uh investor day today. I want to talk about the numbers, but before that, I got to go big picture with you. I'm not going to ask if we're in a stock market bubble, but are we in a state of overheated data center buildout that could be getting ahead of itself.The things that we watch out for are signs that for example uh customers are buying things that they ...

Victor Golmer / Getty Images Dell shares have gained more than 25% in 2025, though they remain well off last year's high. Key Takeaways Dell said Tuesday that it's boosting its long-term outlook, thanks in part to growth driven by demand for artificial intelligence. The company said it believes it is "well positioned with a leading portfolio from data center infrastructure to PCs." Dell Technologies wants you to know it's an artificial intelligence winner. The maker of a wide range products from AI ...

(Reuters) - Some non-U.S. companies have said they are looking at expanding their presence or setting up shop in the United States to mitigate the impact of President Donald Trump's tariffs on imported goods. Below are some of the plans flagged by those companies. AIR LIQUIDE The French industrial gases company flagged an up to $200 million investment in Louisiana in June and a more than $50 million investment in the U.S. semiconductor industry in July. ASTRAZENECA The drugmaker plans to spend $50 bil ...

It has been about a month since the last earnings report for Hewlett Packard Enterprise (HPE) . Shares have added about 5.7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Hewlett Packard Enterprise due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the i ...

We recently published 11 Stocks Crushing Wall Street With Whopping Gains. Dell Technologies Inc. (NYSE:DELL) is one of the top performers on Tuesday. Shares of Dell Technologies jumped by 5.88 percent on Tuesday to end at $141.77 apiece after gaining a positive credit rating and outlook from Fitch Ratings. In a statement, Fitch Ratings said it raised the Long-Term Issuer Default Ratings (IDRs) of Dell Technologies Inc. (NYSE:DELL) to BBB+ from BBB, and affirmed its Short-Term IDR at F2. Companies under ...