Dell Technologies and Palo Alto Networks both report earnings on September 1, 2026, after doubling in price this year. Analysts favor Palo Alto with stronger buy ratings, but its stock trades slightly above price targets, showing limited upside. Dell has more room to grow and offers a dividend, making it more suitable for retirement portfolios despite higher volatility and margin risks. Investors should watch Dell's AI server revenue and supply updates, while Palo Alto's key metrics include recurring revenue and performance obligations. Dell's strong guidance and buyback program contrast with Palo Alto's premium valuation, favoring Dell for long-term investors.
Yorkville America Equities has launched the Yorkville America MANGOS Plus Index ETF (FRUT), a unique fund combining leading AI platform companies like Meta, NVIDIA, and Alphabet with key AI infrastructure hardware firms such as Intel and AMD. This ru...
The company has a substantial AI backlog of $51.3 billion and $24.4 billion in quarterly AI orders, indicating strong demand. Management raised the fiscal year 2027 revenue guidance by $27 billion at the midpoint, with some analysts expecting another...
The August jobs report is crucial for the Federal Reserve's decision on a potential September rate hike, with strong labor data increasing the odds. Broadcom faces downside risk ahead of earnings due to high AI expectations, while Apple transitions t...
Dell Technologies is set to report its fiscal Q2 2027 earnings on September 1, with analysts forecasting earnings per share around $4.88 to $4.95, more than double last year's $2.32, and revenue between $44.2 billion and $45.3 billion, up about 50%. ...
