Dell Technologies Inc. (DELL)
3 Server Stocks Set to Capture $40B in AI Revenue in 2025
When it comes to AI, there are many different types of businesses that participate in this complex technological value chain. Some companies design or make advanced chips that perform intense computational work.
Singapore charges men with defrauding Dell, Super Micro
Singapore authorities added further charges on Thursday against three men remanded in a case that is part of a wider police investigation into server fraud that may contain AI chips, court documents showed.
Dell Technologies Inc. (DELL) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Dell Technologies Inc. (NYSE:DELL ) Morgan Stanley Technology, Media & Telecom Conference March 5, 2025 1:45 AM ET Company Participants Yvonne McGill - EVP and CFO Conference Call Participants Erik Woodring - Morgan Stanley Erik Woodring Again, thank you everyone for coming to the conference Day 3 today. Just introduce myself.
Dell Technologies: The Market Is So Wrong About Its Prospects
I maintain my "Strong Buy" rating on Dell Technologies Inc. (DELL) due to its attractive valuation and promising growth prospects in AI and PC markets. Dell's Infrastructure Solutions Group (ISG) has shown significant growth, particularly in storage revenue, contributing to higher margins and profitability. The demand for AI infrastructure and data center modernization is expected to drive Dell's revenue, with AI server shipments projected to reach ~$15 billion by FY2026.
Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Dell: Challenging Financials, But Valuation Too Cheap To Ignore
Dell Technologies faces competitive pressure and a prolonged PC refresh cycle, impacting financials. Despite revenue challenges, Dell's consistent EPS growth and disciplined expense control present attractive trading opportunities, with potential upside if PC demand and IT spending improve. Valuation suggests a favorable entry point, with potential stock price upside to $140 if AI and data center modernization trends remain positive and PC demand rebounds.
DELL Consumer vs Commercial Businesses, Example Trades in DELL & SMCI
Jim Kelleher walks through Dell (DELL) earnings, giving his view of its growth outlook. He compares its commercial and consumer businesses.
AI's Impact On Dell: Performance, Prediction, And Pitfalls (Q4 Earnings Review)
Dell's stock soared over 450% in five years due to AI-optimized servers, but faces volatility and competition, currently finding support around $100. Dell's FY revenue grew 8% YoY to $95.6B, with significant growth in AI servers, but Q1 guidance missed expectations, leading to market skepticism. Despite strong AI-driven growth, Dell faces margin compression and uncertain long-term returns on AI infrastructure investments, posing future profitability challenges.
DELL Q4 Earnings Beat Estimates: Will Bright FY26 View Lift Shares?
Dell's fourth-quarter fiscal 2025 results reflect strong AI-driven growth and an expanding backlog. A y/y dip in the CSG segment raises investor concerns.
Future of DELL Dependent on DeepSeek & Tariff Impacts
The tech sector experienced a lot of volatility this week, and Dell Technologies (DELL) was no exception. Frances Stacy says the company needs to consistently close above the $100 mark before proving itself as a bull candidate.
S&P 500 Edges Higher as Dell Falls 5.7%, Weekly and Monthly Losses Loom
S&P 500 rises Friday despite stagflation fears. Safe-haven stocks outperform, while Nvidia, Dell, and HP Inc. slide on disappointing outlooks.
Dell Technologies Stock Slips After Earnings
Computer hardware giant Dell Technologies Inc (NYSE:DELL) is down 7.9% at $99.27 at last glance, following lackluster fourth-quarter results.
