Dell Technologies Inc. Class C Common Stock (DELL)

The server maker raised its outlook to between $18.5 billion and $19.5 billion and signaled margin expansion.

The AI boom appears to be alive and well -- at least for now.

On Oct. 21, 2026, strong demand for AI hardware powered a broad rally across cloud infrastructure and semiconductor stocks this morning.

What happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 4.4% in the pre-market session after the company announce...

What happened? Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the pre-market session after AI server peer Super Micro C...

One dominates chip equipment with a monopoly and premium margins; the other powers data centers at half the valuation.

AI spending is less than 15% complete in Dan Ives' view, with NVIDIA, Palantir, Meta and the neoclouds anchoring a bull run he sees lasting 2 to 3 more years.

Dell Technologies and Hewlett Packard Enterprise jumped late in sympathy.

AI hardware stocks slid on demand fears, but Chaikin Analytics says sticky-demand software and chip names like Palantir, ServiceNow, CrowdStrike and AMD could lead a post-midterm rally.

AI stocks like Lumentum, Dell and Everpure are selling off even as they report sold-out capacity and raised guidance, compressing valuations as analysts watch earnings revisions for a bottom.

CXMT news cost Micron stock 15% last week, but Micron's bouncing back.

Dell stock is taking a break after a massive one-year gain. That could spell opportunity.

HPE shares fell hard on AI timing worries. Its networking and GreenLake businesses could soften the blow.

Tech stocks could crash any day now -- but they also might not be overpriced.