Nvidia is reportedly moving Blackwell orders away from Supermicro as problems at the IT infrastructure designer mount.Breakups are never fun. And in the case of Super Micro Computer (SMCI -5.26%), there's a pretty clear reason why its longtime partner Nvidia appears to be moving on.In late August, Supermicro came into the spotlight as the target of a short report written by Hindenburg Research. Shortly after, Supermicro delayed its 10-K filing before The Wall Street Journal reported the Department of Justic ...

This AI hardware leader may be just getting started.Dell Technologies (DELL -2.64%) stock has returned a spectacular 81% thus far in 2024. The computing hardware giant is benefiting from a wave of demand for artificial intelligence (AI) infrastructure solutions driving strong growth and an accelerating earnings outlook.The results have earned Dell an inclusion in the S&P 500 index, highlighting the company's industry leadership and blue chip status. On the other hand, the stock hasn't been immune to volatil ...

These stocks could deliver incredible returns thanks to strong tailwinds.The S&P 500 has soared 67% from the bottom of 2022's bear market. Those gains have pushed the valuations for many stocks to inflated levels, but there are still some good deals to be found, even in the tech sector.Buying growing companies that are benefiting from tailwinds in their respective markets can lead to substantial gains, especially if you buy them at a reasonable price. Here are two stocks trading at attractive valuations rel ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Dell Technologies (DELL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Dell Technologies currently has an average brokerage r ...

In the latest market close, Dell Technologies (DELL) reached $129.85, with a -0.78% movement compared to the previous day. This change lagged the S&P 500's 0.28% loss on the day. Meanwhile, the Dow lost 0.61%, and the Nasdaq, a tech-heavy index, lost 0.33%.The the stock of computer and technology services provider has risen by 8.68% in the past month, leading the Computer and Technology sector's gain of 2.1% and the S&P 500's gain of 0.41%.Market participants will be closely following the financial results ...

关于Dell Technologies Inc. - Dell Technologies Inc. (NYSE: DELL)曾被视为正在衰落的标志性家用品牌硬件公司[1] - 近年来公司在硬件方面的表现远低于软件和芯片同行[1] 关于作者 - 作者名为Akim是投资基金的专业投资组合经理[1] - 居住在卢森堡毕业于商科专业曾在法国美国和俄罗斯学习[1] - 文章完全独立2022年初成为eToro经纪平台的热门投资者用户名Etcaetera公开投资组合展示投资意见和决策[1] - 通常喜欢报道撰写文章时持有的股票[1] 关于分析师披露 - 分析师在提及的公司中没有股票期权或类似衍生品头寸且72小时内无计划建立此类头寸[2] - 文章为分析师自己所写表达自己的观点除Seeking Alpha外无报酬[2] - 与文章中提及股票的公司无业务关系[2] 关于Seeking Alpha披露 - 过去的表现不能保证未来的结果[3] - 未给出任何投资是否适合特定投资者的推荐或建议[3] - 上述观点可能不反映Seeking Alpha整体观点[3] - Seeking Alpha不是持牌证券交易商经纪人美国投资顾问或投资银行[3] - 分析师为第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证[3]

文章核心观点 - 2024年S&P 500指数的每股收益预计将达到约240美元,远期共识预测将接近275美元的非公认会计准则每股收益 [1] 行业总结 - 公司专注于为金融顾问和投资公司提供成本效益高的各种格式的内容,包括文章、博客、电子邮件和社交媒体 [2] - 擅长分析股票市场行业、ETF、经济数据和整体市场状况,并以简单有趣的方式传达金融信息 [2] - 擅长利用图表等工具以教育和创意的方式讲述金融故事,并注重SEO和特定的风格指南 [2] 公司总结 - 作者本人没有持有任何提及公司的股票、期权或类似衍生工具,也没有在未来72小时内进行任何此类投资的计划 [3] - 作者是独立撰写本文,文中观点为其自身观点,未获得任何报酬(除了来自Seeking Alpha的报酬) [3] - 作者与文中提及的任何公司都没有任何业务关系 [3]

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Dell Technologies Inc. (NYSE: DELL) has emerged as a key beneficiary from recent financial turmoil at Super Micro Computer Inc. (NASDAQ: SMCI). Super Micro’s stock tumbled over 29% to $34.68 after Ernst & Young (EY), the company’s auditor, resigned due to concerns about Super Micro’s financial practices. This led to speculation that Super Micro could face delisting from the Nasdaq, raising alarm bells that triggered a shift in investor support to Dell. Dell’s stock surged by 6.4% to close at $129.40 followi ...

These tech stocks could benefit enormously from a market expected to grow tenfold in the next decade.Artificial intelligence (AI) is changing how people work and find information online. Investors who buy the right stocks can earn handsome returns, and one market to study for future winners is AI servers.Statista projects this market to grow tenfold to $430 billion by 2033. Here are two leading suppliers that can help you profit from this opportunity.1. Dell TechnologiesDell Technologies (DELL -1.54%) is on ...