The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund…
Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points…
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is…
Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server…
Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record…
Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite…
HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to…
Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names…
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported…
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is…
Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom…
Jim Cramer just called a stock he says matters more than Nvidia right now, and the pick is not who most AI investors are watching. The reason behind his conviction reveals a…
Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.
Dell's stock dropped nearly 6% ahead of its Q2 earnings report despite a $51 billion AI backlog and sky-high expectations, setting up a critical test of whether the company's AI infrastructure story…
Thomas Richmond 
