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2024-02-16 15:19:39 ET Summary Shares of Super Micro Computer, Inc. are up more than 250% year to date, amid a wave of speculative momentum which may be unjustified. While the company is benefiting from strong demand for its AI computer solutions, the stock appears overvalued rela...
2024-02-16 13:57:53 ET Summary At the time of writing, Super Micro Computer, Inc. stock had already gained more than $500 since posting strong Q2 results, driven by AI-related demand. Despite being a long-time partner of Nvidia, it faces competition and does not enjoy the same lev...
2024-02-15 13:12:55 ET Summary Dell currently trades undervalued based on a DCF calculation. There is a potential 20% upside assuming 3% growth. Dell is well-positioned to capitalize on the growing demand for AI-driven tools, such as generative AI chatbots. The AI market size is e...
2024-02-15 07:23:44 ET More on Dell Technologies, Nokia, etc. Nokia: Don't Be Excited About The Dividend And Buybacks (Rating Downgrade) Nokia Oyj (NOK) Q4 2023 Earnings Call Transcript Nokia Oyj 2023 Q4 - Results - Earnings Call Presentation Nokia introduces...
Dell Technologies and Nokia Announce Strategic Partnership to Advance Network Cloud Transformation and Private 5G PR Newswire News summary Nokia adopts Dell Technologies as its preferred infrastructure partner for Nokia AirFrame servers, helping transition customers to...
2024-02-13 10:26:23 ET Summary Super Micro Computer has outperformed Nvidia in recent months with shares surging over 100% since the beginning of 2024. SMCI has surpassed Nvidia in terms of long-term performance, with a 5-year return of 4,300% compared to Nvidia's 1,800%. Supe...
2024-02-07 13:11:10 ET More on Intel Intel: Buy The Dip After Earnings, Tailwinds Expected In 2024 Intel Fair Prices Are Still Disappointing, Reiterating Sell Rating Intel: I Think It's Time To Dump This Chip Giant (Rating Downgrade) AMD is continuing to take...
2024-01-31 09:49:32 ET Read the full article on Seeking Alpha For further details see: Dell nixes certain commercial agreement with VMware, sends notice to Broadcom - filing
2024-01-29 17:13:29 ET Summary Surprising Q4 earnings weakness continues to spread in S&P 500 components, with a 1.4% year-over-year decline expected for Q4 2023. Even Tesla couldn't hold up. Tesla's failure to meet sky-high earnings expectations prompted analysts to quickly r...
2024-01-27 08:00:00 ET More on Apple Apple Faces Major Potential Risks Apple Stock: The Market Ignores The Obvious Is Everyone Sleeping On Apple's Real Potential In 2024? (Rating Upgrade) Apple's iPhone Q4 shipments in China dip, becomes 2023's top phone sell...
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2024-07-15 06:51:00 ET When it comes to investing in artificial intelligence (AI), it's no secret that the " Magnificent Seven " companies stand in a league of their own. While megacap technology stocks have recently performed strongly, smart investors know that there are some solid opp...
2024-06-28 17:00:00 ET One of the biggest themes in the markets for the last two years has been artificial intelligence (AI). Naturally, famed entrepreneur Elon Musk has found himself at the center of the AI revolution -- and he just gave investors a big reason to seriously consider bot...