S&P Dow Jones Indices announced changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective September 21, 2026. The updates include additions and removals of several companies to better reflect their market capitalization ranges. Notable changes include Dell Technologies and Palo Alto Networks joining the S&P 100, and Bloom Energy added to the S&P 500. These adjustments ensure the indices remain representative of their respective market segments ahead of the quarterly rebalance.
Dell Technologies has seen its AI customer base surge to over 6,500, with a $95 billion backlog and $60.9 billion in recent AI orders, fueling a 348% share price increase this year. Analysts have raised earnings estimates significantly, but price tar...
Super Micro Computer shares fell 3% after a recent rally, reflecting profit taking despite a 49% gain year to date. The decline contrasts with smaller dips in Dell and Hewlett Packard Enterprise stocks, highlighting Super Micro's concentrated exposur...
Dell Technologies transformed from a PC maker into a leading AI server provider, driving its stock to a 1064% gain over five years, vastly outperforming the S&P 500's 77.6% gain. The shift began after spinning off VMware in 2021 and capitalizing on s...
Microsoft revealed the specs and pricing for its new AI-focused Surface Laptop Ultra, starting at $2,600, and the Surface RTX Spark Dev Box workstation priced from $6,000. Both devices use Nvidia's RTX Spark chip to run AI models locally and come wit...
Hewlett Packard Enterprise (HPE) shares surged 40% in one month following two key announcements: a $1.2 billion Helios AI rack system order from Vultr and an upgraded networking revenue growth forecast. The company highlighted its networking business...
