I maintain my STRONG BUY rating on Dell, driven by robust AI server demand, strong order backlog, and disciplined cost ...

Dell reported fiscal first-quarter revenue that topped analysts’ expectations, driven by growth in artificial intelligence ...

This growth is primarily driven by the company’s Infrastructure Solutions Group (ISG) and its expanding AI server business. According to InvestingPro analysis, Dell appears slightly undervalued ...

Dell Technologies DELL and HP HPQ are major players in the personal computer (PC) market, offering a wide range of laptops, ...

Dell generates solid free cash flows of over 100% of earnings and returns most of this to shareholders, which we think is an appropriate capital allocation policy. The AI server growth wave is ...

Dell and Nvidia will together provide architecture for the next set of supercomputers, named Doudna, for the US Department of ...

Morgan Stanley analysts last week said Dell’s AI segment is “gaining momentum," and suggested the company could see nearly $20 billion in AI server revenue this year. Shares of Dell rose about ...

Dell (DELL) reported fiscal first-quarter revenue that topped analysts’ expectations, driven by growth in artificial ... demand for our AI-optimized servers." The company generated $12.1 billion ...

Sales of AI PCs are expected to increase at an annual rate of 42% through 2028, according to IDC. The AI server market, on the other hand, is expected to clock a 34% annual growth rate through the end ...