Dell Technologies (DELL) shares have surged 91.2% year to date, outperforming the broader Zacks Computer & Technology sector’s return of 24.5% and the Zacks IT Services industry’s gain of 8.6%. The outperformance can be primarily attributed to the strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI (GenAI) applications. Dell has been witnessing demand from a diversified customer base that includes the likes of higher education institutions, financia ...

With the Nvidia (NASDAQ:NVDA) shareholder meeting fast approaching, many analysts are speculating how its internal reporting could impact the broader tech industry. This year’s 2024 meeting will likely highlight much of the roaring success the company has seen since the start of 2023 and could set off other tech stocks as a result. As such, the right stocks to buy in preparation for this short-term boost are likely those with close connections to Nvidia’s business model. However, investors should keep in mi ...

Dell Technologies (DELL) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following y ...

Investors can often dissect the reasoning behind some of the world's brightest minds' choices, remembering not to blindly follow them. The investing world is always focused on what mega investors like Warren Buffett or Ray Dalio have been buying or selling lately; however, other gems in other areas should also be kept under watch. Today, Elon Musk, founder of Tesla Inc. NASDAQ: TSLA, has landed on two companies to keep pushing his ambitions in the technology sector. After having a successful electric vehicl ...

A host of developments in artificial intelligence (AI) are driving a number of the key players higher. Much of the market rally this year has been driven by excitement regarding artificial intelligence (AI) and the growing number of potential applications for the technology. Conservative estimates place the market value of generative AI in the neighborhood of $1 trillion, while others are much higher. Companies at the leading edge of technology -- those providing the semiconductors and servers necessary to ...

Key Takeaways Elon Musk announced that Dell Technologies and Super Micro Computer will be providing hardware for his artificial intelligence (AI) project. Musk said the two companies would be involved in assembling the supercomputer that his startup, xAI, is building. Dell CEO Michael Dell also noted that Dell was working with Nvidia to create a factory to power xAI's chatbot, Grok. Shares of Dell Technologies (DELL) and Super Micro Computer (SMCI), also known as Supermicro, rose in intraday trading Thursda ...

Elon Musk's xAI artificial intelligence (AI) venture appears to be moving forward. The Tesla (NASDAQ:TSLA) CEO has been working on creating an AI supercomputer for months, but now two of the tech sector's leading companies — neither of which are owned by Musk — are teaming up to create an AI factory to help power xAI's supercomputer and Grok chatbot. The two firms in question are longstanding tech leader Dell Technologies (NYSE:DELL) and semiconductor giant Nvidia (NASDAQ:NVDA). Today, both NVDA and DELL st ...

Key Takeaways Dell shares, which have gained 10% over the past two trading sessions, remain in focus on Thursday after Elon Musk said that xAI will use the hardware giant's server racks to build its supercomputer. Dell CEO Michael Dell said in a separate post on Wednesday that the company has partnered with AI chipmaker Nvidia to build an AI factory to power xAI's chatbot Grok. Monitor how the Dell share price responds to its all-time high set last month at $179.70, with a volumebacked breakout potentially ...

文章核心观点 - 戴尔科技公司成功利用了人工智能硬件的巨大需求 [1][3][9] - 公司的IT基础设施业务表现强劲,收入同比增长22% [7][8] - 公司预计未来几年销售收入将持续增长 [11][12] - 公司的PC业务有所回暖,有望摆脱之前的下滑 [13] - 公司有稳定的自由现金流,并承诺未来几年持续增加股息 [14][15][16] 公司概况 - 戴尔科技公司是一家计算机硬件制造商,主要产品包括个人电脑、服务器和其他IT基础设施 [2][3][7] - 公司在人工智能硬件领域具有领先优势,拥有最大的AI硬件产品组合 [9][10] - 公司建立了多元化的供应链,确保了硬件产品的供应 [10] 财务表现 - 公司第一季度收入同比增长6%,达到222亿美元 [7] - 但毛利率下降250个基点,预计未来几年还将下降150个基点 [5][6] - 公司预计2025财年销售收入将达到935亿美元,较2024财年增长 [12] - 公司过去一年每股收益增长67% [16] - 公司拥有稳定的自由现金流,为持续增加股息提供支持 [15] 投资评级 - 华尔街分析师普遍看好戴尔股票,给予增持评级,目标价162美元 [17] - 公司PC业务有望回暖,加上稳定的股息,使其成为一个值得长期投资的标的 [18]

文章核心观点 - Proactive是一家提供快速、可访问、信息丰富和可操作的商业和金融新闻内容的公司,面向全球投资者群体 [1] - 公司的新闻团队遍布世界各地的主要金融和投资中心,包括伦敦、纽约、多伦多、温哥华、悉尼和珀斯 [2] - 公司专注于中小市值公司,同时也关注蓝筹股公司、大宗商品和更广泛的投资故事 [3] - 公司的新闻内容涵盖生物技术和制药、采矿和天然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动车技术等领域 [4] - 公司采用前瞻性和积极的技术,利用自动化和软件工具(包括生成式AI)来辅助和增强工作流程,但所有内容仍由人工编辑和撰写 [5][6][7]