Iran Strikes Send Oil to $95 as Rate Fears Redden Wall Street, Dell's AI Server Blowout Steals the After-Hours
Renewed US strikes on Iran pushed crude 5% higher to $95 and drove the ten-year yield to 4.79%, dragging chips and megacap tech into the red. After the close, Dell delivered a stunning AI-server beat and Fervo Energy landed a near-gigawatt geothermal deal with Alphabet.
ChartMill2 days agoDELL
ARM vs. Sandisk: Comparing Steady Historical Revenue Generation Against Rapid Sequential Revenue Expansion
Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.
Yahoo2 days agoDELL
3 AI Stocks With At Least 18% Earnings Growth
Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...
Yahoo2 days agoDELL
Dell Technologies Q2 Earnings Call Highlights
Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus
Yahoo2 days agoDELL
Deutsche Bank Initiates Coverage of Dell Technologies (DELL) with Hold Recommendation
Fintel2 days agoDELL
Market Chatter: Dropbox Accounts Breached In Hack Affecting About 5,000 Users
Hackers breached about 5,000 Dropbox (DBX) accounts last month, accessing files on less than a third
Yahoo2 days agoDELL
Dell Earnings Preview: Fiscal Q2 2027
Ahead of Dell Technologies' fiscal Q2 earnings release next week, consensus expects total revenue of $45.1 billion and diluted non-GAAP EPS of $4.91.
SeekingAlpha4 days agoDELL
Dell Q2 Preview: Record Revenue, Strong AI Backlog Could Overshadow President Trump's Boost for Stock
Analysts expect record revenue for Dell in the second quarter. Here's the key figures and items to watch.
Benzinga4 days agoDELL
Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
HPE earnings preview: AI orders/backlog, FY26 pipeline and 21.6% margins in focus.
SeekingAlpha4 days agoDELL
Dell Q2: $51.3 Billion In Backlog; Now Show Me The Profits
Neutral outlook ahead of earnings: AI backlog and orders are strong, but watch ISG margins and FY27 guidance. Click for more on DELL stock.
SeekingAlpha5 days agoDELL
Broadcom, Palo Alto Networks Headline Earnings Amid A Tight Economic Calendar
Wall Street Week Ahead: track key economic data, Fed outlook, key earnings dates, IPOs and ex-div dates. See more details here.
SeekingAlpha6 days agoDELL
Why Is Dell Stock Sliding Ahead of Q2 Earnings?
Dell stock fell premarket as potential semiconductor tariffs on servers and PCs sparked concern, even as analysts anticipate strong Q2 earnings growth.
Benzinga7 days agoDELL
Dell Technologies Inc. (DELL) Discusses Scaling AI Networks From 800G to 1.6T and Key Differences From Traditional Data Centers Transcript
Dell Technologies Inc. (DELL) Discusses Scaling AI Networks From 800G to 1.6T and Key Differences From Traditional Data Centers August 27, 2026 1:30 AM...
SeekingAlpha8 days agoDELL
Dell Technologies (NYSE:DELL) Clears Minervini Trend Template With High Growth Momentum
Dell passes Mark Minervini's Stage 2 Trend Template with strong earnings, revenue, and margin acceleration, making it a high-growth momentum leader.
ChartMill8 days agoDELL
Harbor Dividend Growth Leaders ETF Q2 2026 Portfolio Update
The top five contributors to relative performance during the quarter included Dell Technologies, Broadcom, Cummins, Rockwell Automation and Walmart. Read more here.
SeekingAlpha8 days agoDELL
Dell Stock Climbs After UBS Raises Target
Dell Technologies Inc (NYSE:DELL) shares are trading higher on Wednesday after UBS raised its price target on the stock to $455 from $440, adding to a string of recent analyst target increases. Here's what you need to know.
Benzinga9 days agoDELL
UBS Maintains Neutral on Dell Technologies, Raises Price Target to $455
UBS analyst David Vogt maintains Dell Technologies (NYSE:DELL) with a Neutral and raises the price target from $440 to $455.
Benzinga9 days agoDELL
Hewlett Packard Enterprise: The $80 Bull Flag Setup Ahead Of Q3 Earnings
Hewlett Packard Enterprise is positioned for sustained AI infrastructure growth as corporate demand accelerates beyond hyperscalers. Learn more about HPE stock here.
SeekingAlpha9 days agoDELL
‘The Odyssey’ Isn’t a One-Off for IMAX, Analyst Says. Plus, Dell and 3 More Stocks.
While investors are focused on Dell Technologies’ artificial-intelligence compute segment, we think Dell’s storage portfolio remains underappreciated and should enable not just revenue but also profit acceleration. As enterprises begin to repatriate workloads back on-premises, we think storage will see an uptick in demand, and notably, Dell could be unique in providing a more end-to-end AI offering.... 3) Dell is shifting the portfolio away from lower-value third-party offerings and toward more Dell-controlled intellectual property, software-defined storage, and AI-relevant platforms....
Yahoo13 days agoDELL
Knightvest Buys Discounted Austin Apartment Portfolio
Knightvest Capital acquired a 1,027-unit Austin apartment portfolio at a steep discount, betting on a market rebound.
Yahoo13 days agoDELL
A 10-Year Treasury Bond Now Pays More Than 118 Of America's Biggest Companies
Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.
Benzinga15 days agoDELL
Alger Growth & Income Fund Q2 2026 Portfolio Review
Class A shares of the Alger Growth & Income Fund outperformed the S&P 500 Index during the second quarter of 2026. Read more here.
SeekingAlpha15 days agoDELL
Evercore ISI Group Maintains Outperform on Dell Technologies, Raises Price Target to $550
Evercore ISI Group analyst Amit Daryanani maintains Dell Technologies (NYSE:DELL) with a Outperform and raises the price target from $500 to $550.
Benzinga16 days agoDELL
How Tokenomics Might Save AI PCs
The explosive growth in enterprise AI usage is creating a new corporate expense category - tokens - and the need to control that spending could provide the economic rationale for AI PCs.
SeekingAlpha16 days agoDELL
Sandisk: Investors Are Ignoring The Ceilings
SeekingAlpha17 days agoDELL
Silver Lake's Workday Buyout Talks Could Be the First 'SaaSpocalypse' Opportunity: Analyst Says 'You've Got Data, You've Got Distribution, You're Still Gonna Win'
Silver Lake's talks to acquire Workday for up to $43 billion may signal PE sees opportunity in AI-battered software stocks, says Constellation Research.
Benzinga21 days agoDELL
Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider
Dell Technologies (DELL) closed the most recent trading day at $494.51, moving +2.07% from the previous trading session.
Yahoo21 days agoDELL
Cisco Stock Is Finally Pricing In A New Growth Story
Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.
Yahoo27 days agoDELL
The Art Of The Exit: Dodging Panic When Dell Stock Breached Stop
You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do?
Yahoo27 days agoDELL
SERV Q2 Loss Wider Than Expected, Revenues Increase Y/Y, Stock Down
Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.
Yahoo28 days agoDELL
SpaceX's influence ripples across markets: AlphaCheck
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
Yahoo28 days agoDELL
QVC Group Emerges From Bankruptcy With Reduced Debt, New Financing
Mike George, who led QVC for 16 years, has returned to the business as interim chief executive officer and chairman.
Yahoo28 days agoDELL
Apple Stock Surged On An Upgrade Cycle Its Own Reports Flagged Early
The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.
Yahoo28 days agoDELL
Is Dell Technologies (DELL) a Buy as Wall Street Analysts Look Optimistic?
Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Yahoo28 days agoDELL
Data Center Solutions Market to Reach US$1.33 Trillion by 2031 as AI and Hyperscale Investments Accelerate - Dell Technologies, Broadcom, NVIDIA, HPE, and Super Micro Computer Dominate
Liquid cooling will be the fastest-growing segment, while Tier 3 data centers will hold the largest share Data Center Solutions Market Data Center Solutions Market Dublin, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The "Data Center Solutions Market by Infrastructure, Software - Forecast to 2031" has been added to ResearchAndMarkets.com's offering. The global data center solutions market is projected to grow from USD 535.45 billion in 2026 to USD 1.33 trillion by 2031, registering a compound annual growth
Yahoo28 days agoDELL
Dell (NYSE:DELL) Just Got Closer To June AI Through Michael Dell's Investment
Michael Dell has personally invested in June AI, a startup focused on transforming how enterprises implement software for the AI era. The investment reflects Dell leadership's interest in next generation enterprise AI solutions beyond Dell Technologies' own portfolio. The development is relevant for investors following NYSE:DELL and its exposure to emerging AI and automation platforms. Dell Technologies, traded as NYSE:DELL, sits at the center of enterprise hardware and infrastructure while...
Yahoolast monthDELL
Dell Technologies Stock: Is Wall Street Bullish or Bearish?
Though Dell Technologies has significantly outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
Yahoolast monthDELL
Dell Leaps Amid AI Server Demand Surge; Two More Stocks On Watch For Rising Profit
Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.
Yahoolast monthDELL
June AI Emerges From Stealth to Reinvent Enterprise Software Implementation for The AI Era
Backed by Marc Benioff’s TIME Ventures and other strategic investors, June AI has built a new implementation model for the enterprise AI eraNEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- June AI today announced it has emerged from stealth with $20 million in pre-Seed funding from a group of strategic investors led by Marc Benioff’s TIME Ventures, with participation from a group of major enterprise software leaders including Michael Dell, founder, chairman and CEO of Dell Technologies; Diane Greene,
Yahoolast monthDELL
Apple's Record Quarter Ran Into A Memory Bill
Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.
Yahoolast monthDELL
How To Turn $100,000 Into $5.1 Million In 7 Months
July wound up as the second-straight down month of the year for most S&P 500 investors. But some stocks rallied anyway.
Yahoolast monthDELL
'Zach Dell Is Raising Money to Put a Battery in Your Backyard' - WSJ Exclusive
https://www.wsj.com/business/energy-oil/zach-dell-is-raising-money-to-put-a-battery-in-your-backyard-cd7e52e8
Benzingalast monthDELL