Dell Technologies shares surged nearly 12% to a record $567 after reporting a 58% revenue increase and a 203% jump in earnings per share for Q3 2026. The company saw massive demand in its AI infrastructure segment, with $60.9 billion in AI server orders and a $95 billion backlog. Dell raised its full-year 2027 revenue forecast to $192 billion, expecting AI server revenue to nearly triple. Wall Street analysts remain bullish, with an average price target of $597.53 and many rating the stock a 'Buy,' citing Dell's strong position in the growing AI market and supply chain advantages.
Hewlett Packard Enterprise (HPE) stock climbed 4% driven by new AI partnerships with NVIDIA and Schneider Electric, focusing on secure and industrial edge AI solutions. Additionally, HPE announced its Spaceborne Computer-4 will be sent to the Moon's ...
The University of Texas Athletics, in partnership with Dell Technologies, Google Cloud, and SHI International, has launched Bevo Lab, a pioneering sports intelligence platform integrating AI, data analytics, and technology to enhance athlete performa...
Supermicro recently reported a record $60 billion order backlog and expects fiscal 2027 revenue between $65 billion and $72 billion, driven largely by AI data center demand. Despite this, its stock trades near 52-week lows at about 10 times forward e...
Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improv...
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
