Dell Technologies is rapidly growing its AI infrastructure business, with AI-optimized servers generating $8.95 billion in Q4 FY26 revenue, up 342% year-over-year. This segment now surpasses its traditional PC business, signaling a shift in market perception from a PC maker to a key AI infrastructure player. Dell has a $43 billion AI server backlog heading into FY27 and expects AI server revenue to double to about $50 billion, driving overall revenue guidance of up to $142 billion. Despite margin compression risks, Dell's strong cash flow, share buybacks, and operational scale position it well for continued growth in the AI market.
The global AI in life sciences market is projected to expand at a compound annual growth rate (CAGR) of about 20% from 2026 to 2034, reaching an estimated value of $11.5 billion. This growth is fueled by increasing demand for faster drug discovery, p...
Foxconn, a major supplier for Apple and Google, suffered a ransomware attack that disrupted some of its North American factories. Hackers claimed to have stolen 8 TB of data, including sensitive project documents related to clients like Apple, Google...
Google announced Googlebooks, a new line of laptops built around its AI model Gemini, launching this fall in partnership with Acer, Asus, Dell, HP, and Lenovo. These laptops feature the AI-powered Magic Pointer for contextual suggestions and integrat...
Microsoft's stock pullback resets its valuation amid accelerating AI revenue growth, making it an attractive buy with strong cloud and AI business performance. Dell's stock has surged significantly, reflecting a re-rating from AI server growth, but i...
Mizuho increased its price target for Dell Technologies to $300 from $260, maintaining an Outperform rating due to sustained demand for AI-optimized servers driven by agentic AI workloads. Dell reported strong AI server orders and revenue growth, wit...
