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2024-06-20 07:07:00 ET What a year for Dell Technologies (NYSE: DELL) . Last June, shares of the computer maker were at a 52-week low of $48.74. Since then, the stock has more than tripled, reaching a 52-week high of $179.70 on May 29. Dell's outsized stock performance was thank...
2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...
2024-06-19 00:00:00 ET Summary Breadth has been the topic of the week, with the market cap weighted S&P 500 pushing to new highs, leaving behind cumulative AD lines and equal-weight measures of the same index. The combined market cap of what are currently the 30 largest stocks...
2024-06-18 16:06:40 ET The stock of Dell (NYSE: DELL) is posting big gains in Tuesday's trading. The technology company's share price was up 7.8% as of 3:30 p.m. ET today, according to data from S&P Global Market Intelligence . Dell's share price is surging following fav...
2024-06-18 15:48:23 ET Summary Dell Technologies shares have increased over 200% due to AI hype. The company's revenues declined in 2023 but showed improvement in Q1 2024, with margins increasing. AI-optimized servers and AI capabilities in PCs driving growth, with conservativ...
2024-06-17 14:03:49 ET Summary Nvidia Corporation's data center segment has experienced rapid growth, up 427% YoY in Q1, crowding out other data center investments and ballooning customer capital costs. Demand for Nvidia GPUs exceeds supply, with Taiwan Semiconductor's advanced pa...
2024-06-17 11:05:22 ET Summary Snowflake faces challenges with slower growth and tighter margins in FY25, exacerbated by a major security breach affecting major customers like Ticketmaster and Advanced Auto Parts. Management forecasts tighter operating margins for FY25 due to incr...
2024-06-17 10:06:00 ET In today's video, I discuss recent updates impacting Dell Technologies (NYSE: DELL) and Super Micro Computer (NASDAQ: SMCI) . Check out the short video to learn more, consider subscribing, and click the special offer l...
2024-06-17 08:42:15 ET More on Dell Technologies Dell: Buy The Dip - The AI Story Remains Solid Dell Q1: Low AI Server Profits Are Good Dell's Selloff Opens The Door For A Buying Opportunity Dell set for success in 2025 on rising demand: BofA Nvidia g...
2024-06-17 05:50:09 ET Summary Micron Technology is set to report earnings on June 26, 2024, with 26 positive and 1 negative EPS revision by analysts. MU is ramping up production of HBM3E and expects to see an increase in sales in e2h24 with strong tailwinds in eFY25. The Comp...
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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...