Dell Technologies Inc. Class C Common Stock (DELL)

In a move that has sent shockwaves through Silicon Valley and the global financial markets, Meta (NASDAQ: META) CEO Mark Zuckerberg officially announced the release of Llama 5 today, April 8, 2026. This latest iteration of the company’s open-source large language model (LLM) represents a watershed moment in the

Among AI stocks, cloud computing giants have been the biggest spenders on data centers. But enterprise spending will pick up, says Goldman Sachs.

Dell Technologies is benefiting from strong demand for its data center servers for artificial intelligence applications. Dell stock rose.

Dell Technologies sees strong AI demand & has secured supply till 2027. BofA analyst reiterated Buy rating and raises PT to $205.

Wall Street is growing increasingly cautious on Super Micro as regulatory troubles cast a shadow over its AI-driven momentum.

Looking back on hardware & infrastructure stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers....

The financial landscape for semiconductor investment reached a significant milestone this week with the launch of the Roundhill Memory ETF (BATS: DRAM), the first exchange-traded fund in the United States dedicated exclusively to the memory and storage sector. Debuting on April 2, 2026, the fund's arrival marks a strategic pivot

Dell is shrinking its workforce to fund an AI-led transformation, and while that is painful on the labor side, the bigger story for investors is whether booming AI server demand can keep outrunning execution and valuation risk.

NVR is scheduled to announce its fiscal first-quarter earnings soon, and analysts project a double-digit earnings drop.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that ca...

As of April 3, 2026, the financial markets are grappling with a paradigm shift in corporate spending, triggered by the "One Big Beautiful Bill" (OBBBA). This landmark tax package, signed into law on July 4, 2025, has effectively weaponized the U.S. tax code to accelerate the domestic artificial intelligence

Penguin Solutions (NASDAQ:PENG) saw its stock price climb more than 8% in early trading on April 2, 2026, following a robust fiscal second-quarter earnings report that surpassed Wall Street expectations. The company, which has been aggressively rebranding and repositioning itself as a leader in AI computing infrastructure, credited the

These key data center suppliers are benefiting from strong tailwinds in demand.

On April 1, 2026, Intel Corp. (NASDAQ: INTC) finds itself at the most critical juncture in its 58-year history. After a grueling three-year "survival phase" marked by massive restructuring and a leadership transition, the company has officially entered the era of High-Volume Manufacturing (HVM) for its 18A (1.8nm-class) process

What Happened? A number of stocks jumped in the afternoon session after investor sentiment turned positive on hopes of a potential ceasefire in Iran, which a...

This "AI factory" stock still has room to run.

AI data-center spending is exploding -- and these two winners still offer long-term upside.

In a definitive sign that the artificial intelligence (AI) boom has moved from speculative fever to institutional industrialization, CoreWeave (NASDAQ: CRWV) announced on March 31, 2026, that it has closed a massive $8.5 billion financing facility. This deal, structured as a Delayed Draw Term Loan (DDTL), is earmarked for

Oracle cut 30,000 jobs this morning.

Dell Technologies Inc (NYSE:DELL) shares slid on Tuesday after a new analyst initiation cast the stock in a more cautious light.