Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into…
Taiwan Semi just posted a blowout quarter, yet chip stocks are getting hammered anyway. The reason traces back to a capex number that is rattling investors and raising questions about who actually…
Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a story that should have been a…
AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in…
Dell has surged nearly 242% this year on the back of an exploding AI server business, but Wall Street analysts may still be underestimating where the stock goes next. Here is the…
Vandita Jadeja Dell's year-to-date chart looks like a launch ramp, and if you missed the trade, your instinct is probably to find the next single winner. There is a quieter argument worth hearing first.
The Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) is the go-to actively managed vehicle for investors who want one ticker that covers the entire blockchain economy. BLOK owners get miners, exchanges, treasury holders,…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over…
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL | DELL…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week.…
Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald…
Dell Technologies (NYSE:DELL | DELL Price Prediction) at $414.61 is a hold. The stock has tripled in six months on AI server demand, and with shares sitting just below a 52-week high…
Dell Technologies (NYSE:DELL | DELL Price Prediction) has gone from value-tech afterthought to one of the most consequential AI infrastructure plays in the market, and the chart proves it. The stock is…
Vandita Jadeja Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of…
