Dell Technologies' margins dip in the fiscal third quarter, but ISG's AI server surge, record backlog, and strong shipments could help fuel a rebound.
Barclays and Goldman Sachs both urged investors to buy the shares, citing AI server demand, expense discipline, and ...
Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report ...
Dell (DELL) is becoming an AI infrastructure leader with an $18.4B AI server backlog and strong growth. Read here for a ...
Dell targets the $252 billion AI server market, growing at a 35% CAGR, driving ISG growth. ISG's projected mid-20% YoY growth offsets the PC segment's slower 1% decline. Trading at a forward P/E of ...
Dell Technologies introduced new hardware products and services at two separate conferences, the Supercomputing 24 show in Atlanta and Microsoft’s Ignite conference. Dell announced two server products ...
Dell is a technology titan with a strong share in the personal computer, server, and storage array markets, which we view as mature, and commoditylike. The PC market is fairly consolidated, with the ...
Supermicro is growing rapidly, but it faces some tough near-term headwinds. Dell is growing slower, but its business is more balanced and diversified. The higher-risk stock could still generate much ...
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