Dell Technologies reported a blockbuster quarter, reigniting enthusiasm for AI and data center stocks. This performance could mark a turning point in the computer industry, according to Jim Cramer. Meanwhile, Nvidia, a notable laggard this year, is expected to provide fresh insights during CEO Jensen Huang's keynote at Computex next week, potentially shifting investor sentiment. Other tech companies like Palo Alto Networks, Broadcom, and CrowdStrike are also set to report earnings, while Lululemon may face challenges in its upcoming quarter. The week's economic highlight will be the U.S. jobs report, which could influence Federal Reserve rate decisions.
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,...
