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.
JetCool, a Flex company, introduced a liquid-cooled version of the Dell PowerEdge XE7745 server designed for high-density AI and GPU workloads. This system integrates direct-to-chip liquid cooling with deployment and maintenance services, reducing co...
In 2026, Dell Technologies has outperformed major AI server stocks with a 242% gain, driven by strong AI server demand and a raised revenue outlook. Hewlett Packard Enterprise follows with a 103% increase, boosted by the Juniper Networks integration ...
Super Micro Computer announced a $7 billion equity and debt raise to fund AI server orders but reported a Q3 revenue miss and thin margins, raising concerns about dilution and governance issues. Meanwhile, Dell Technologies posted strong Q1 results w...
Victor Dergunov, an experienced investor, views the current AI-driven stock rally as the largest bubble in market history, with extreme price surges in companies like Micron and Dell. Despite unprecedented spending on AI infrastructure, he warns that...
VictoryShares recently rebalanced three of its free cash flow (FCF) ETFs—VFLO, GFLW, and IFLO—shifting their portfolio focuses. VFLO increased holdings in energy giants like Exxon Mobil and Devon Energy while exiting tech and industrial stocks like D...
