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2024-06-20 14:11:32 ET Much of the market rally this year has been driven by excitement regarding artificial intelligence (AI) and the growing number of potential applications for the technology. Conservative estimates place the market value of generative AI in the neighborhood of $...
2024-06-20 12:20:00 ET Summary Shares of Dell and Super Micro rise after Elon Musk said the companies will provide servers for his AI startup. Nvidia is now ahead in the three-horse race between Microsoft and Apple to a $4 trillion market cap - Wedbush's Dan Ives. UBS sees pot...
2024-06-20 10:43:15 ET In today's video, I discuss recent updates impacting Super Micro Computer (NASDAQ: SMCI) , Dell Technologies (NYSE: DELL) , Nvidia (NASDAQ: NVDA) , and other semiconductor companies. Check out the short video to learn more, consider s...
2024-06-20 09:56:07 ET Elon Musk just revealed Super Micro Computer Inc (NASDAQ: SMCI) and Dell Technologies Inc (NYSE: DELL) as providers of servers to xAI – his artificial intelligence startup committed to building a supercomputer. Shares of both hardware firms are gaining ...
2024-06-20 08:56:00 ET U.S. stock index futures on Thursday pointed to a largely higher open, with market participants returning from a mid-week holiday due to Juneteenth. Here are some stocks to watch on Thursday: ... Read the full article on Seeking Alpha For further ...
2024-06-20 08:03:09 ET More on Dell and Super Micro Computer Dell Technologies: There Is Still Plenty Of Room For Outperformance Super Micro Computer: Last Chance To Buy (Rating Upgrade) Dell: Buy The Dip - The AI Story Remains Solid Dell gains as Morgan Stan...
2024-06-20 07:40:36 ET More on Apple, Microsoft and Nvidia Nvidia: The Paper Gains Need To Be Converted To Cash Apple: Upgrading iPhone For AI Is An Option, Not An Obligation Nvidia: Valuation Seems Reasonable After Recent Rally Biggest stock movers today: NV...
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...
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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...