Apple just posted its strongest quarter in years, but analysts still slap Sell ratings on the stock while our model points toward a very different conclusion. Here is what the bears are…
Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity…
On Oct. 19, 2026, President Trump thanked Elon Musk for giving SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock to millions of American children through Trump Accounts. Trump said the gift is what…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted a preliminary quarter. It cleared its own revenue forecast by a wide margin, and the update is pulling the artificial intelligence (AI)…
Super Micro Computer just blew past its own revenue forecast by a margin that stunned even veteran analysts, but the company's cash position and an open board review raise questions about whether…
Supermicro just lost nearly a quarter of its value in a single week while sitting on a record-breaking order book, and that contradiction is exactly what makes this stock so hard to…
AI server makers are bouncing back together after a sharp hardware selloff last week. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $32.87 in morning trading, leading…
Dell just booked a record AI server backlog and its stock has already outpaced nearly every name on Wall Street this year, yet analysts say the real move may not have started…
Vandita Jadeja AI hardware stocks are cracking under a debate investors cannot yet resolve: who actually pays for the data center buildout, and whether the revenue surge was ever what it seemed.
Barclays just pulled its buy ratings on three major AI hardware names, and the reason has nothing to do with demand collapsing. A quiet force inside the supply chain may have been…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is down 8% to $526.86 in morning trading after Barclays cut its rating on the shares to Equal Weight from Overweight. The call questions…
Pre-Market Stock Futures: Futures are trading mostly higher after a rather ho-hum start to the third-quarter earnings season. Large-cap financial stocks led off with strong numbers, though the sector’s results were mixed.…
Dell's AI server backlog keeps shattering records, analysts keep raising targets, and the stock has already done things few expected. Here is the specific math behind whether shares can reach a level…
Vandita Jadeja Dell's AI customer list is exploding and its backlog dwarfs what Wall Street expects, yet analysts have barely moved their price targets. Here is what the numbers actually suggest about where this…
Vandita Jadeja 
