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…
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…
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…
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…
Cisco spent years as the networking giant that growth investors ignored, but AI infrastructure spending is rewriting that story fast. Whether the rally has legs or a margin squeeze kills the momentum…
HPE just posted its worst week ever after a single analyst downgrade, yet its earnings are surging and its backlog hit a record high. The real question is whether the market sees…
Omor Ibne Ehsan 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…
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.…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 3% to $43.63 early in the session, giving back the prior session’s gain. This slide reads as profit taking in a…
