Dell Technologies is experiencing strong growth in AI server shipments, with revenues expected to grow ~9% this year, despite challenges in its PC segment. Management has upgraded the company's AI ...

I reiterate a 'Strong Buy' rating on Dell with a one-year target price of $210 per share, driven by robust AI server growth. DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily ...

But the stock was being punished Friday with a sell-off after analysts called out the low margin performance around Dell’s market leading ISG products. Dell COO Jeff Clarke says new customers are ...

‘We are at the front of a significant TAM [total addressable market] expansion,’ said Dell COO Jeff Clarke on the company’s earnings call. ‘The XE9680 is the fastest-ramping solution in Dell history.’ ...

Dell’s quarterly results show a huge growth in server sales, driven by artificial intelligence (AI) projects, but a relative lag in storage. Key reasons behind that might be that Dell’s current ...

Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...

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 ...

Dell on Tuesday announced a prototype low-power server with ARM processors, following a growing demand by Web companies for custom-built servers that can scale performance while reducing financial ...

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 ...