戴尔(DELL)
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Dell Technologies' Digital Transformation Strategies and Innovations, 2024: Partnerships, Product Launches, ICT Budgets, Major ICT Contracts & More
GlobeNewswire News Room· 2024-09-27 17:12
Dublin, Sept. 27, 2024 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Dell Technologies 2024" company profile has been added to ResearchAndMarkets.com's offering. The report provides insights into the company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives. Dell Technologies (or Dell) is a US-based provider of information technology solutions and services. The company designs, develops, manufactures, markets, sells, and ...
Meet the Newest Stock in the S&P 500. It Soared 880% Over the Past Decade, and It's Still a Buy Right Now, According to Wall Street.
The Motley Fool· 2024-09-27 15:05
文章核心观点 - 人工智能(AI)硬件专家戴尔科技(Dell)被纳入标准普尔500指数,这是该公司多年来稳健增长的结果 [1] - 戴尔正在抓住人工智能快速发展的机遇,推出了专门针对AI工作负载的产品和解决方案 [3][4] - 戴尔的业绩显示了人工智能革命的影响,其基础设施解决方案部门收入大幅增长,带动了整体业绩的提升 [5] - 未来几年,PC市场有望复苏,加上人工智能带来的新需求,将为戴尔带来更多增长机会 [6][7] 行业分析 - 全球人工智能市场预计将从2023年的2.4万亿美元增长到2032年的30.1万亿美元,年复合增长率达32% [7] - 作为消费和企业计算领域的领导者,戴尔有望从人工智能快速发展中获益 [7] 公司分析 - 戴尔最近一个季度的收入和利润均实现大幅增长,其中基础设施解决方案部门表现尤为出色 [5] - 戴尔已经推出了针对人工智能的硬件和软件产品,为客户提供全面的解决方案 [3][4] - 分析师普遍看好戴尔的长期前景,给予了较高的目标价格 [8] - 尽管短期内可能会有一些波动,但从长远来看,戴尔有望从人工智能的快速发展中获益 [9]
Here's Why We're Long Dell And Short Super Micro Computer
Seeking Alpha· 2024-09-27 08:41
文章核心观点 - Dell 股票自 OpenAI 的 ChatGPT 在 2022 年底推出以来,价值已经超过三倍 [1] - 分析师表示,他/她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 [1] 公司相关 - Dell 公司的股票(纽约证券交易所代码:DELL)在人工智能热潮中表现强劲 [1] 行业相关 - 人工智能解决方案的大众市场兴趣在 2022 年底被 OpenAI 的 ChatGPT 的推出所激发 [1]
DELL's AI for Telecom Aids CSPs: Time to Buy Shares or Better to Wait?
ZACKS· 2024-09-27 02:36
Dell Technologies (DELL) unveiled the Dell AI for Telecom program on Wednesday, which helps communications service providers (CSPs) quickly and easily deploy AI solutions. As part of the Dell AI Factory framework, the program combines Dell's expertise in AI, its infrastructure and services, along with software and hardware from key partners in the AI ecosystem. CSPs are facing significant challenges to keep up with the rapidly evolving technologies and customer needs due to the AI revolution. Dell AI for Te ...
Is Dell a ‘strong buy' amid Nvidia AI partnership expansion?
Finbold· 2024-09-26 22:39
By September 26, Dell (NYSE: DELL) appeared to have ended its summertime losing streak and was back on track to regaining the generally strong stock market performance it had enjoyed since going public again in 2018. Buy Dl most a Conter ② Pe ② K ② Fi ⑧ U: Indeed, the uptrend, paired with a string of recent developments, makes the company an enticing buy, particularly given that, despite Dell's involvement with artificial intelligence (AI), it has not yet exploded to the extent many other AI firms have. Suc ...
Will Dell Technologies Be a Trillion-Dollar Stock by 2040?
The Motley Fool· 2024-09-26 21:00
The PC and server maker still has a bright future. Dell Technologies (DELL 2.44%), one of the world's largest producers of PCs and servers, went public in 1988. Its business initially flourished as the desktop and laptop markets grew, but it ran out of steam after the dot-com crash. From 2000 to 2013, Dell's PC sales slowed, it "di-worsified" its business with expensive acquisitions, and missed the shift toward mobile devices. In late 2013, Michael Dell and Silver Lake Partners took the company private for ...
Dell Technologies: Time To Load Up
Seeking Alpha· 2024-09-26 14:55
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today! Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract ...
Dell Technologies Propels Telecommunications into the AI Era
Prnewswire· 2024-09-25 21:00
文章核心观点 - 公司推出Dell AI for Telecom计划,旨在简化和加速通信服务提供商(CSP)的AI部署 [1][2] - 公司与NVIDIA合作,共同开发和验证面向CSP的电信AI解决方案 [4] - 公司正在与CSP合作,加速AI的采用和创新 [6][7] 行业概况 - 48%的电信高管认为AI是未来5年内该行业最具变革性的技术,但68%的公司难以跟上快速发展的技术和客户需求 [2] - 利用AI实现网络性能提升、客户服务改善和边缘价值创造已成为电信网络云转型的最重要驱动力 [3] 公司合作 - 公司与印尼Lintasarta合作,提供GPU即服务(GPUaaS)产品,为企业提供AI基础设施 [7] - 公司与韩国SK电讯合作,开发面向电信运营商的AI聊天代理,提升业务运营和客户服务 [8] - 公司与Amdocs合作,利用Amdocs的amAIz平台交付AI解决方案,转变CSP的业务运营 [9]
Dell Technologies Relisted on the S&P 500 Index
Prnewswire· 2024-09-24 20:00
ROUND ROCK, Texas, Sept. 24, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces it is listed on the S&P 500 Index as the company helps organizations take full advantage of enterprise AI adoption, extend its leadership, and capture new growth in the AI era. Dell's inclusion in the S&P 500 comes in its 40th year of business, during which it built the industry's broadest technology portfolio across PCs, data center infrastructure, software, and services. The company maintains leading positions in it ...
Here's How Mizuho Analysts See the AI Opportunity for Two Tech Stocks
Investopedia· 2024-09-18 01:16
Key Takeaways Mizuho started coverage of Dell Technologies and Super Micro Computer, citing opportunities in generative artificial intelligence as key drivers for the shares. Dell was given an Outperform rating and a $135 price target while Supermicro was put at Neutral with a price target of $450. Both targets are a bit below the Street's mean. Mizuho analysts see Dell and Supermicro AI servers as "spearheading" the future of the AI revolution. Dell Technologies (DELL) and Super Micro Computer (SMCI), or S ...