戴尔(DELL)
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Dell Technologies Expands Dell AI Factory with New PowerEdge Servers to Accelerate Enterprise AI Adoption
Prnewswire· 2024-10-11 02:00
Additions to the world's broadest GenAI solutions portfolio empower organizations with flexible AI solutions SAN FRANCISCO, Oct. 10, 2024 /PRNewswire/ -- News Summary Additions to the Dell AI Factory span infrastructure, solutions and services to simplify and speed enterprise AI adoption Five new Dell PowerEdge servers with AMD 5th Generation EPYC processors deliver industry-leading AI performance, efficiency and flexibility at scale Dell Generative AI Solutions for AMD simplify AI deployment with significa ...
DELL Rises 56% Year to Date: Can AI Focus Push the Stock Higher?
ZACKS· 2024-10-09 01:30
Dell Technologies (DELL) shares have returned 55.7% year to date (YTD), outperforming the broader Zacks Computer & Technology sector's return of 23.5%. DELL shares have also surpassed the Zacks Computer – Micro Computers industry and peers HP (HPQ) and Apple (AAPL) . Over the same timeframe, shares of HP and Apple have returned 19.3% and 15.1%, respectively. The industry has appreciated 18.5% YTD. DELL's outperformance can be primarily attributed to the strong demand for AI servers, driven by ongoing digita ...
Is Dell Technologies Inc (DELL) Set to Underperform? Analyzing the Factors Limiting Growth
Gurufocus· 2024-10-08 23:01
Long-established in the Hardware industry, Dell Technologies Inc (DELL, Financial) has enjoyed a stellar reputation. It has recently witnessed a daily gain of 1.02%, juxtaposed with a three-month change of -17.23%. However, fresh insights from the GF Score hint at potential headwinds. Notably, its diminished rankings in financial strength, growth, and valuation suggest that the company might not live up to its historical performance. Join us as we dive deep into these pivotal metrics to unravel the evolving ...
Michael Dell Sells $1.2B in Stock, Cuts Stake After S&P 500 Inclusion and AI Growth
Gurufocus· 2024-10-08 02:11
文章核心观点 - 戴尔科技公司创始人兼CEO迈克尔·戴尔近期出售了价值约12亿美元的公司股票 [1] - 尽管如此,他仍然保留了1690万股的最大持股 [1] - 戴尔的这次股票出售时间令人意外,因为正值戴尔科技被纳入标普500指数的重要时刻 [1] 公司AI业务增长 - 戴尔科技在人工智能(AI)领域正经历快速增长,CEO对此表示乐观 [2] - 他认为AI的采用速度比以往任何技术进步都要快 [2] - 公司最近的财报业绩超出分析师预期,得益于其在AI和其他新兴技术的战略投资 [2] - 分析师对戴尔股票也给予了看好评级,纷纷上调了目标价格 [2] 出售股票的原因 - 戴尔出售股票的具体原因尚不清楚,但可能是为了分散投资,利用近期股价上涨获得流动性 [3] - 出售部分持股可能是为了探索新的投资机会或再投资于其他项目 [3]
Dell Offers Compelling Value For An AI Beneficiary
Seeking Alpha· 2024-10-04 11:41
Dell Technologies (NYSE: DELL ) is on the short list of companies that are both likely beneficiaries of the continuing wave of growth in AI server development and yet not clearly overvalued. As a result, Dell appears to be a reasonable investment choice Zvi provides advisory services to companies, trusts, and individuals, including consulting expert services regarding retirement and estate planning. Zvi is admitted to practice law in the state of New York, where he offers cash management, Bitcoin, and Trust ...
Dell's Founder and CEO Unloads $1.2 Billion in Stock: Should Investors Worry?
The Motley Fool· 2024-10-03 21:09
The company's founder has been selling billions of stock of the AI server-maker all year. It's always an interesting time when a notable shareholder or executive at a major company buys or sells a lot of stock. Unfortunately for Dell Technologies (DELL 0.27%) shareholders, founder, chairman, and CEO Michael Dell disclosed a massive share sale on Monday. Dell had been thought of as a recent AI winner, and a relatively low-valued one at that. The stock, while up 57% on the year, is still more than 33% below i ...
3 Momentum Trades Too Good Pass Up
MarketBeat· 2024-10-02 20:36
Momentum investing is based on the idea that stocks that have risen recently will tend to keep rising and that stocks that have fallen tend to keep falling. In 1993, researchers Narasimhan Jegadeesh and Sheridan Titman at UCLA brought the idea forward. Momentum investing has held up over the past 10 years. Looking at the iShares MSCI USA Momentum Factor ETF BATS: MTUM, it's seen that the fund has outperformed the S&P 500 over that period. The fund has notched a cumulative total return of 251%, versus the 24 ...
Monster insider trader alert as Dell CEO sells over $1 billion in company's shares
Finbold· 2024-10-01 18:28
Although things were starting to look optimistic for Dell Technologies (NYSE: DELL) stock following the company's announcement of an expansion of its partnership with Nvidia (NASDAQ: NVDA), its CEO Michael Dell might not be as bullish, considering his latest trade. Specifically, Dell sold another 10 million of his company's stocks, worth about $1.22 billion at a price of $122.4 per share, on September 26, according to the recent regulatory filing with the United States Securities and Exchange Commission (SE ...
This Artificial Intelligence (AI) Stock Just Regained Access to One of the World's Most Exclusive Clubs. Does That Make It a Good Buy Right Now?
The Motley Fool· 2024-09-30 17:45
Dell just rejoined the S&P 500. In addition to earnings reports, another notable event that occurs each quarter is the rebalancing of the S&P 500. Companies must meet a number of criteria before they're eligible for inclusion in the index. If companies do not maintain these protocols after joining the index, they risk being replaced. Dell Technologies (DELL -4.96%) officially rejoined the S&P 500 in September. It's important to note, however, that Dell did not fall out of bounds with the S&P's criteria. Ins ...
These 2 Artificial Intelligence (AI) Stocks May Be Better Buys Than Nvidia for the Blackwell Launch
The Motley Fool· 2024-09-27 19:38
Nvidia's Blackwell GPUs are launching soon, but two other companies may benefit more in the long run. Chipsets known as graphics processing units (GPUs) are an integral component in the development of artificial intelligence (AI) applications. At the moment, Nvidia (NVDA 0.43%) holds an estimated 88% of the AI GPU market thanks to its industry-leading A100 and H100 GPUs. In the coming months, Nvidia is set to add another GPU -- called Blackwell --to its roster. During the company's most recent earnings call ...