A strong quarter wasn’t enough to protect AI server makers, as margin questions and voter opposition against data centers weighed on the group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock…
Memory prices are climbing fast, and that single cost is splitting two tech giants onto opposite sides of a trade. One company's suffering feeds the other's record margins, and the gap between…
Super Micro just disclosed that a single unnamed customer now controls a staggering slice of its quarterly sales, and the identity of that buyer could reshape how investors see every AI infrastructure…
AI server stocks are bouncing back from a steep one-month decline. That gives Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) some relief as its earnings report and a new partnership arrive…
AI server stocks are extending the slide that began in the prior session, and Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is feeling the pressure just before its next earnings report.…
Dell's stock cratered more than 20% in a single month while analysts refuse to budge on sky-high price targets and a $95 billion backlog sits on the books. Something between the market…
Intel just suffered its worst month in over four decades, and the analyst community is split on whether the stock represents a historic buying opportunity or a value trap with more pain…
A warning from Intel (NASDAQ:INTC | INTC Price Prediction) that memory shortages are choking PC demand is rippling through the companies that build computers and servers. Dell Technologies (NYSE:DELL) stock is at…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) traded at $65.91 as of 10:29 AM ET on October 30, 2026, down 28.41% from the $92.07 close on Oct. 29. The stock was…
A quarterly earnings beat ran into a much weaker outlook. The selloff is erasing a chunk of this year’s rally at Intel (NASDAQ:INTC | INTC Price Prediction). Shares are at $68.85, down…
A global memory shortage is doing something no software competitor has managed: shrinking Microsoft's Windows business faster with each passing quarter, and the damage is spreading beyond PC makers into the data…
Dell's AI server business is growing at a pace that surprises even seasoned analysts, but a collapsing cash flow figure and negative shareholders' equity are raising serious questions about whether the stock's…
Supermicro's revenue nearly doubled while its stock sat 80% below all-time highs, and a $60 billion order backlog trades at a valuation its rivals would consider a rounding error. Something in that…
AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales. How each…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock climbed about 4% to $57.46, outpacing its peers in the AI server group. Dell Technologies (NYSE:DELL) shares advanced roughly 2% to $462.42, while…
