CNBC's Jim Cramer said falling oil prices helped fuel Friday's market rebound, but warned that renewed conflict in the Middle East could quickly reverse that relief. He said next week's Federal Reserv
Dell Technologies stock rose 10% during trading on Friday after RBC Capital Markets initiated coverage of the computer maker. Friday's rise comes as Dell shares have more than quadrupled so far in 202

Dell Technologies Inc. (DELL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

The winds have shifted back in favor of AI consumption plays over AI construction proxies. This ETF could be the tell on the bull market.

Enterprise software budgets are coming under pressure due to the weight of scaling costs for artificial intelligence (AI) tokens. This financial pressure is prompting some companies to consider shifti
Heading into the Q2 print, I expected another full-year guide increase. Dell raised FY27 sales guidance by $25 billion. I did not expect anything close to that. ISG's operating margin jumped to 15.0%
Dell delivered a standout Q2, driven by surging AI server orders and record AI-driven revenue backlog. Q2 saw record revenues of $47B, operating income of $5.4B, and free cash flow of $986M, down hea
Wall Street closed the trading week mixed, as Broadcom (AVGO) posted its latest earnings in a week where yields and rates remained in focus after the latest nonfarm payrolls report landed.

NEW YORK, Sept. 4, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of tradi

The subdued weekly returns from from Wall Street this week hardly tell the full story to start September , a historically bearish month.
Nvidia's $12.9 billion deal for Hugging Face puts it closer to millions of AI developers and one of the industry's most important open-model platforms. Analysts say the deal helps Nvidia protect the o
CNBC's Jim Cramer said investors aren't abandoning AI or technology stocks — they're rotating out of high-multiple names and into cheaper stocks that offer more room for error. He pointed to Dell and
Dell Technologies Inc. is entering a multiyear AI infrastructure supercycle, driven by sovereign and corporate demand for secure, on-premises data centers. Recent financials show explosive growth: rev

Dell Technologies Inc (NYSE:DELL) is up 3.9% after the tech hardware titan posted better-than-expected second-quarter earnings and revenue and raised its full-year forecast amid strong AI server deman
Dell Technologies Inc. delivered a blowout quarter, with revenue surpassing estimates by $2.47B and guidance 18% above consensus, driven by AI momentum. ISG segment revenue surged 89% YoY, with AI-opt
Dell Technologies Inc. delivered a blowout Q2 FY27, with revenue up 58% YoY and adjusted EPS surging 203% to $7.04. AI infrastructure demand is driving unprecedented growth, with $60.9B in new AI serv

Dell's AI backlog reached $95 billion as Q2 orders surged to $60.9 billion against just $16.4 billion in revenue. FY27 AI server revenue is expected to triple to $74 billion, while supply increasingly
Dell Technologies (DELL) delivered a blowout Q2, with revenue up 58% and a $25B boost to full-year guidance, driven by AI-optimized server demand. MongoDB (MDB) posted strong double-digit growth and r

Dell Technologies Inc. (DELL) Q2 2027 Earnings Call Transcript
Dell Technologies NYSE: DELL reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commerci