Dell expected to provide lower guidance next week, but AI servers remain a big bright spot
Two analysts on Wall Street expect Dell Technologies Inc. to provide lower earnings guidance when it reports earnings next week due to lumpiness in AI servers, but they remain bullish on its future.
Super Micro surges to be top performer in S&P 500 on hopes of big AI server deals
Shares of Super Micro Computer Inc. were soaring Tuesday, continuing a four-day trading streak, with the stock now the best ...
AMD is doing better in AI than Wall Street thinks, this analyst says
After Advanced Micro Devices Inc.’s disappointing earnings forecast last quarter, Wall Street soured a bit on the company’s ...
Super Micro Computer: Why I Took A Position And Believe It Will Move Higher
Super Micro Computer faces significant risks, but its partnerships and revenue projections make it a calculated risk. Learn ...
Early notable gainers among liquid option names on February 18th
Notable gainers among liquid option names this morning include Super Micro (SMCI) $53.89 +5.98, Walgreen Boots (WBA) $10.64 +0.95, Intel (INTC) ...
Super Micro Computer: Money To Be Made, Names To Be Taken
SMCI is set to benefit from increasing AI spending and is undervalued based on realistic 2026 revenue targets. Click here to ...
BofA cuts Dell stock target on near-term AI servers risk
Bank of America analysts trimmed their target price on Dell (NYSE:DELL) stock to $150 from $155 ahead of the company’s fiscal Q4 report, due to possible near-term risks associated with AI servers.