Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The growing demand for AI servers is giving this hardware specialist's business a nice boost. Super Micro Computer (SMCI -2.10%) has been one of the hottest stocks on the market since the beginning of 2023 when the artificial intelligence (AI) revolution started gaining momentum, but the company ran into tough times of late. More specifically, Supermicro stock delivered stunning gains of 433% since the start of 2023. However, they have retreated 51% since the beginning of March. That may seem a bit surprisi ...

Kevin Dietsch/Getty Images News Investment Thesis Dell (NYSE:DELL) shares have drifted downward over the last three months since I last wrote on the server-PC giant due to growing investor concerns after the last quarter provided commentary on the company's AI server margins. While the tech company actually outperformed revenue expectations in that quarter, their AI-powered servers saw a notable margin compression due to Nvidia's strong pricing power for their GPUs. Initially, this limited Dell's ability to ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

10 House P (4) 440 100 11 I TV 1 and the 11 1 i a th B 1 11 I I T the the 1 i t the state 1 1 i = 11 h TI ti t = Title H in 11:4 H d t 1 1 18 i Thinglass The buy recommendation I gave Dell Technologies (NYSE: DELL) when I last wrote about it on May 27, 2024, has not worked out so far. The stock price is down 31.40% compared to the S&P 500's (SPX) 6.25%. The market has turned lukewarn on Artificial Intelligence ("AU") infrastructure stocks over the last several months as investors worry about whether AI-rela ...

Dell stock could be about to shift into a higher gear. Investors in artificial intelligence (AI) can't seem to get enough of big tech companies in the "Magnificent Seven." Even other stocks in the sector such as Super Micro Computer, Broadcom, and Taiwan Semiconductor have started to emerge as more-mainstream choices in the AI realm. One stock that was once flying high but has since lost altitude during the past several months is computer maker and data-storage company Dell Technologies (DELL -1.54%). The c ...

会议主要讨论的核心内容 公司业绩和行业动态 - 公司第二季度核心业务CSG和ISG收入增长12%,其中ISG收入增长38%,AI服务器和网络收入增长80% [10] - 公司存储业务订单需求保持两位数增长,包括Dell核心存储产品PowerMax、PowerScale、PowerStore等 [11] - 整体IT支出今年预计增长6-7%,公司业务增长优于行业 [10] AI机遇和影响 - AI是一个巨大的机遇,可以大幅提升企业生产力和效率,但目前仍处于早期阶段 [13][15] - 公司在AI服务器、存储、网络等基础设施领域占据领先地位,是AI发展的重要基础设施提供商 [14][17][23][24] - 目前AI业务客户集中在云服务商,但未来企业客户将成为更大的市场 [20][21][22] - AI业务毛利率略低于传统业务,但总体利润贡献较高 [28] 战略和展望 - 公司将继续专注于自主研发和有机增长,不大规模进行并购 [44] - 公司看好PC市场的AI驱动需求,预计将带动下一轮PC更新换代 [39][40][41][42] - 公司在存储和超融合基础设施等领域持续创新,并与合作伙伴保持灵活合作 [37] - 公司将持续向客户提供从边缘到核心的全栈式AI基础设施解决方案 [46] 问答环节重要的提问和回答 客户集中度和企业市场机遇 - 问:AI业务目前客户集中度较高,如何看待未来企业市场的发展机遇 [19] - 答:企业客户正在识别关键业务流程中的AI应用机会,未来将是更大的市场 [20][21][22] AI业务的毛利率和盈利能力 - 问:AI业务的毛利率情况如何,未来会有什么变化 [27] - 答:AI服务器毛利率略低但总体利润贡献较高,公司正在提升存储业务毛利率 [28] AI对传统基础设施需求的影响 - 问:AI投入是否会压缩传统基础设施的需求 [29] - 答:AI预算通常来自CEO层面,不会从IT预算中挤占,两者需求并不冲突 [30] 公司在存储和超融合领域的布局 - 问:VMware剥离后,公司在存储和超融合基础设施的发展情况如何 [34][36] - 答:公司正在加大自主存储产品的研发和推广,同时保持与合作伙伴的灵活合作 [37]

quantic69 Dell (NY SE:DELL) reported better than expected earnings for its second fiscal quarter last week that were driven by strong demand for Al-oriented servers. As a hardware maker, Dell benefits from increased demand for artificial intelligence-capable IT products, which has resulted in high-single digit top line growth in the last quarter. Dell also raised its guidance for FY 2025 amid strong business tailwinds, especially in the Infrastructure Solutions Group. In my opinion, Dell is a tech dinosaur ...

The company continues to see AI-fueled growth even as its two other segments are beginning to turn around. One "old tech" stock that has emerged as a genuine artificial intelligence player this year is Dell Technologies (DELL -4.13%). Dell, of course, started as a personal computer giant, after founder Michael Dell began constructing PCs out of his dorm room and selling them directly to consumers. Fast-forward to today, and Dell has become one of the biggest enterprise and personal computer vendors, as well ...

As the stock market enters September, a weak month due to the sector and profit rotation, known as the "September Effect," investment opportunities remain plenty, especially with a much anticipated Federal Reserve interest rate cut on September 18. This cut could kickstart an interest rate-cutting cycle and bring elevated gains to the stock market. Considering these factors, Finbold decided to analyze the stock market for ample opportunities, with companies whose stocks are rated as a "strong buy" and which ...