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 ye ...

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 vehicle ...

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 i ...

Key TakeawaysElon 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 Thursday a ...

Dell (NYSE:DELL) stock has returned about 100% year-to-date (YTD) on the heels of the artificial intelligence (AI) revolution — and CEO Michael Dell has taken full advantage of the generous returns. Dell's last insider sale, on June 14, consisted of 2.83 million shares worth $379.54 million. Before that, he offloaded 7.09 million shares between June 10 and June 13. In 2024, the CEO has now sold $2.12 billion worth of DELL stock. These recent sales aren't entirely surprising, as Dell filed a Form 144 on June ...

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 ...

Super Micro Computer and Dell Technologies are building an AI factory for xAI. In today's video, I discuss recent updates impacting Super Micro Computer (SMCI 7.30%), Dell Technologies (DELL 1.62%), Nvidia (NVDA 2.20%), and other semiconductor companies. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of June 18, 2024. The video was published on June 19, 2024. ...

Elon Musk, co-founder of Tesla and SpaceX and owner of X Holdings Corp., speaks at the Milken Institute's Global Conference at the Beverly Hilton Hotel,on May 6, 2024 in Beverly Hills, California. Shares of Dell Technologies and Super Micro Computer jumped Thursday after Elon Musk revealed that the two hardware makers will provide servers to help his artificial intelligence startup xAI develop a supercomputer. "Dell is assembling half of the racks that are going into the supercomputer that xAI is building," ...

Key TakeawaysDell 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 volume-backed breakout potentially le ...

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]