Dell Technologies shares dropped 6% despite strong gains in memory and storage stocks like Western Digital, which rose 5%. The divergence highlights the impact of rising memory prices: Western Digital benefits from increased demand and pricing power driven by AI workloads, while Dell faces margin pressure as a buyer of costly memory components for its servers and PCs. Dell's recent earnings showed strong revenue growth but shrinking margins due to a shift toward lower-margin AI servers and rising input costs. Investors will watch upcoming earnings from both companies to see if this split between memory suppliers and hardware makers continues or narrows.
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
AI-related hardware and chip stocks, including Dell, Micron, and SanDisk, experienced a significant selloff following news that Meta Platforms plans to lease surplus AI capacity. This raised concerns about potential overbuilding of data center infras...
Last week, leveraged ETFs linked to Alibaba, Meta, Broadcom, and Nvidia delivered strong gains ranging from 17% to over 34%. Alibaba-focused ETFs led with over 34% returns, driven by positive earnings previews, AI revenue growth, and share buybacks. ...
Dell Technologies' stock surged 248% from December 2025 to July 2026, driven by a massive 87.5% revenue increase and a 757% jump in AI-optimized server sales. This growth reflects a broader AI infrastructure boom benefiting semiconductor, networking,...
