At this pace, Dell's revenue from servers and networking equipment would hit $40 billion in the ongoing fiscal year (considering that it generated $20 billion from this segment in the first half). That would translate into a 48% increase from the previous year. However, there is a good chance that Dell could end up doing better than that.This business has been gaining impressive traction thanks to the rapidly growing demand for AI servers. Dell's ISG revenue segment jumped by an impressive 30% year over yea ...

Apple Inc. (NASDAQ:AAPL) is one of the best NASDAQ stocks to buy according to hedge funds. On September 26, Bloomberg reported that Apple has developed an internal, ChatGPT-like iPhone application code-named Veritas (Latin for truth) to test and prepare for a long-anticipated, high-stakes overhaul of its voice assistant, Siri. The existence of this internal tool marks a new phase in Apple’s AI preparations, as the new Siri is now slated to debut as early as March of the upcoming year, after multiple delays ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...

Every once in a while, the stock market breaks out in volatility pockets due to the birth and run of news cycles, as it is an inevitable fact of financial markets as a whole. What is also inevitable and natural is for the phases of these developments to go through a cycle, where new pivots and headlines start to exhaust the whipsaws caused by introducing new information to sway the outlooks being priced into asset prices. This week, the second trading week of April 2025, President Trump swiftly pivoted his ...