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Dell’s AI Margin Slip Will Be a Speed Bump
The Wall Street Journal· 3 days agoDell, which is helmed by Chief Executive Michael Dell, doesn’t break out profit margins for specific product lines. On its earnings call following the...
Dell Stock Extends Rally. Wall Street Is Bullish on the AI Servers.
Barrons.com· 4 days agoDell shares have rallied more than 7% Tuesday, following a 5% rally on Monday. The stock has nearly...
Dell, Super Micro Shares Jump on Reports of ‘AI Factory’ for Elon Musk’s xAI
Bloomberg via Yahoo Finance· 2 days ago(Bloomberg) -- Dell Technologies Inc. shares rose on Thursday after Chief Executive Officer Michael ...
Why Dell’s stock is clawing back after a post-earnings decline
Market Watch· 4 days ago“Today, AI servers are margin dollar accretive, but rate dilutive,” BofA analyst Wamsi Mohan wrote...
Dell and Super Micro Computer will build Elon Musk's 'AI factory' — and their stocks are jumping
Quartz· 2 days agoDell Technologies and Super Micro Computer both saw their stocks jump Thursday morning, a day after...
Almost half of Dell's full-time US workforce has rejected the company's return-to-office push
Business Insider via Yahoo News· 4 days agoThe data seen by BI isn't available to all Dell employees, but many confirmed anecdotally that half...
Elon Musk and His Grok AI Are Supercharging Super Micro (SMCI) Stock
InvestorPlace· 2 days agoSuper Micro Computer (NASDAQ:SMCI) stock rose on the news that it is supporting Elon Musk’s Grok...
The Dell XPS RTX 4060 Ti Gaming PC Is Down to $1099.99 - IGN
IGN Videogames· 4 days agoDell is currently offering a new Dell XPS Intel Core i7 RTX 4060 Ti gaming PC for only $1099.99....
Dell and Nvidia collaborate to power Musk's Grok AI factory
Investing.com· 4 days agoDell and Nvidia collaborate to power Musk's Grok AI factory
Why Nvidia, Super Micro Computer, Dell, and Other Artificial Intelligence (AI) Stocks Rallied This...
Motley Fool via Yahoo Finance· 2 days agoIn a post on X (formerly Twitter), the enigmatic CEO wrote, "Dell is assembling half of the racks...