Core Insights - Robinhood Markets emerged as the best-performing stock in the S&P 500, with shares soaring nearly 11% following the announcement of a joint venture to acquire a stake in LedgerX, enhancing its offerings in prediction markets [4][9] - Major U.S. equity indexes, including the S&P 500 and Dow, extended their winning streak to four sessions, driven by optimism surrounding a potential rate cut in December [3] - Dell Technologies saw its shares jump close to 6% after raising its full-year sales and profit outlook, citing strong AI-driven demand with record AI server orders exceeding $12 billion year-to-date [5] - Oracle's stock gained 4% despite previous losses, as analysts suggested the recent sell-off may have been overdone [6] - Workday's shares tumbled nearly 8% due to an underwhelming fourth-quarter subscription revenue forecast, attributed to soft demand from higher education and cautious corporate spending [7][9] - Deere & Company experienced a decline of close to 6% after warning of a challenging market environment, with CEO John May indicating ongoing pressures from tariffs and broader agricultural sector challenges [8][10]

Core Insights - Dell Technologies Inc. is making significant advancements in the AI hardware sector, positively influencing its market performance [1] - UBS has set a price target of $167 for Dell, indicating a potential upside of approximately 32.62% from its current trading price of $125.92 [2][6] - The company's stock has shown resilience, maintaining stability after forming a double-bottom pattern, suggesting a potential rebound [2] Financial Performance - Dell reported earnings of $1.55 billion, or $2.28 per share, an increase from $1.17 billion, or $1.64 per share, in the same period last year [4] - Adjusted earnings were $2.59 per share, exceeding analysts' expectations of $2.47 [4] - Revenue for the quarter was $27.01 billion, reflecting an 11% year-on-year growth, although it slightly missed the consensus estimate of $27.16 billion [4] Market Activity - Dell's stock increased by 3.20% in extended trading hours, rising to $130 from a low of $117.40 earlier this month [3] - The company has raised its full-year sales forecast to a range of $111.2 to $112.2 billion, driven by strong demand for AI-related products [3][6] - Dell's market capitalization is approximately $84.67 billion, with a trading volume of 14,726,111 shares [5]

Wall Street’s main indexes rose for a fourth consecutive session on Wednesday, as investors parsed fresh economic data and doubled down on bets the Federal Reserve will cut interest rates in December.The Dow Jones Industrial Average surged 416 points, or 0.9%, to 47,528. The Nasdaq gained more than 200 points, or 0.9%, and the S&P 500 gained 0.9%.Tech stocks were in the lead following AI-server maker Dell’s strong forecasts, helping the S&P 500 and the Nasdaq touch two-week highs.The Dow rose more than 300 ...

Dell Technologies Inc. (NYSE:DELL) is one of the Must-Watch AI Stocks on Wall Street. On November 20, BofA Securities reduced its price target on the stock to $160.00 from $170.00 while maintaining a Buy rating. The price target cut comes ahead of the company’s fiscal third-quarter earnings report scheduled for November 25. The firm is cautiously positive on Dell, citing near-term margin pressure from rising memory costs. However, it anticipates the company to manage this through pricing and Opex controls ...

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.46% compared to a 12.60% return for the Russell 2000 Value Index. In the first three quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s focus is on a diligent, disciplined, and patient process, it expects the fund to outperform in dow ...

Dell Technologies Inc. (NYSE:DELL) is set to release its quarterly earnings with an expected EPS of $2.48 and revenue of approximately $27.29 billion.The company's performance is anticipated to be driven by strong demand for AI-optimized servers and robust expectations for its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).Dell's financial health shows a price-to-earnings (P/E) ratio of 17.68 and a debt-to-equity ratio of -10.37, highlighting a higher level of debt compared to equity. ...

What about in terms of the compute capacity. Talk about it in gigawatts, then a gigawatt per week working the goal of one gigawatt per week. That would be sense goal, but we can start with one gigawatt per month. So you think you can add one gigawatt per month next year, starting next the second half of the year, second half of the year. So you think you can add six gigawatts next year.I'm not sure. It really depends on our starting our new way of doing things. It takes time.But eventually we will. We're go ...

What about in terms of the compute capacity. Talk about it in gigawatts, then a gigawatt per week working the goal of one gigawatt per week. That would be sense goal, but we can start with one gigawatt per month. So you think you can add one gigawatt per month next year, starting next the second half of the year, second half of the year. So you think you can add six gigawatts next year.I'm not sure. It really depends on our starting our new way of doing things. It takes time.But eventually we will. We're go ...

20 November 2025 | 8:50AM HKT Equity Research Lenovo (0992.HK): First Take: Sep-Q GP in line; adjusted OP income beat; PC margins sustained with Servers loss narrowed; Buy Sep-Q revenues and GM were largely in line with expectations, leading GP to up by 13% QoQ, or 6% / 1% ahead of our / Bloomberg consensus. GM sustained at 15.4% (vs. 15.7% in Sep-Q 2025) despite memory costs upcycle, reflecting Lenovo's strong bargaining power and management capability over its supply chain, along with product mix upgrade ...

Key Points SoundHound AI is going after a $140 billion addressable market for its voice AI technology. Dell’s leadership in servers makes it a top choice for companies investing in more data centers. 10 stocks we like better than SoundHound AI › Doubling your money in five years is achievable if you invest in the right stocks. Investors can't afford to sleep on the long-term opportunities in artificial intelligence (AI). AI remains a significant growth catalyst for the technology sector, which has ...