Potential U.S. tariffs on Chinese memory chips could boost Micron's pricing power and margins, while Apple faces rising component costs that threaten its hardware margins and premium valuation.
Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.
Looking back on hardware & infrastructure stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Dell (NYSE:DELL) and its peers....
Top Wall Street analysts changed their outlook on top names. See analyst rating changes, upgrades/downgrades: INTC, DELL, ROL, PYPL, MCD, CAKE, ROP, DOV.
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.
Dell Technologies Inc (NYSE:DELL) shares are advancing Wednesday as a blockbuster preliminary update from Super Micro Computer sent a bullish signal through the AI server space, lifting names tied to AI infrastructure demand.
What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 22.9% in the morning session after the company reported strong preliminar...
