Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because…
There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back in the headlines after announcing a $7 billion equity and debt raise meant to fund a flood of AI server orders, and…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in…
Dell Technologies (NYSE:DELL | DELL Price Prediction) has staged one of the most dramatic comebacks of the AI cycle, with shares up 235.68% year to date through June 17. The question now…
President Donald Trump purchased between $1 million and $5 million in Dell shares on February 10, 2026, nine days before telling a crowd in Rome, Georgia, to “go out and buy a…
Omor Ibne Ehsan Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 10% in on Thursday, June 18, trading at $30 and change. The move makes Super Micro Computer stock the clear…
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain. The companies actually building, wiring, and connecting the AI factories trade…
Dell Technologies (NYSE:DELL | DELL Price Prediction) has been fundamentally reshaped over the past decade. Michael Dell took it private in 2013, used the $67 billion EMC acquisition in 2016 to pivot…
Alex Sirois Super Micro Computer (NASDAQ: SMCI | SMCI Price Prediction) and Dell Technologies (NYSE: DELL) just reported quarters that tell opposite stories about the AI server boom. Dell crushed expectations with $43.84 billion…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction,…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in…
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is…
