These 2 Artificial Intelligence (AI) Stocks May Be Better Buys Than Nvidia for the Blackwell Launch
Nvidia's Blackwell GPUs are set to generate some near-term growth for the company. IT infrastructure companies such as Dell and Super Micro Computer may be the better buys for the long run.
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.
During the recent rebalancing, the S&P 500 Index added Dell. The personal computer (PC), server, and IT specialist has decades of experience and recently turned its attention to generative AI.
Here's Why We're Long Dell And Short Super Micro Computer
Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding operating margins, despite the increasing mix of less profitable AI server sales, also differentiates from bottom line compression observed at key rivals Super Micro and HPE. The impending transition to DLC servers with the upcoming deployment of Nvidia Blackwell systems will be an incremental growth catalyst for Dell in the AI transformation cycle.
Dell demands employees to work 5 days a week in office and ‘grow skills'
Last week, Amazon said it would require employees to return to working at company offices five days per week, beginning next year, toughening a prior three-day mandate.
Dell asks global sales team to work five days a week in office, memo says
Dell Technologies said on Thursday that their global sales team employees who are able to work from the company offices must do so five days a week, starting Sept. 30, according to a memo seen by Reuters.
DELL's AI for Telecom Aids CSPs: Time to Buy Shares or Better to Wait?
Dell Technologies unveils the Dell AI for Telecom program to help CSPs quickly and easily deploy AI solutions.
Is Dell a ‘strong buy' amid Nvidia AI partnership expansion?
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.
Will Dell Technologies Be a Trillion-Dollar Stock by 2040?
Dell has generated big gains since its return to the public markets in 2018. But it's still a slow-growth business that returns most of its cash to investors.
Dell Technologies: Time To Load Up
Dell Technologies returned to the S&P 500 Index, but the stock remains undervalued after a significant dip post-Q1 FY2025 earnings miss. Recent Q2 FY2025 results exceeded expectations, with $25 billion revenue and $1.89 EPS, showing strong growth and improved supply availability. Dell's ISG growth is expected to increase due to a higher revenue share, indicating rapid earnings growth and a reasonable price for investors to buy DELL stock.
Here's Why Dell Technologies (DELL) is a Strong Momentum Stock
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Will Dell's reentry into S&P 500 after 11 years push its stock higher?
Dell Technologies (NYSE:DELL) rejoined the S&P 500 Index on September 24, marking its return after an 11-year absence since going private in 2013. This milestone aligns with the company's 40th anniversary, underscoring its sustained leadership in PCs, data center infrastructure, software, and services.
Why Dell Technologies (DELL) is a Top Value Stock for the Long-Term
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