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5 big analyst AI moves: Nvidia stock ’likely to outperform in 2H26’
22.02.2026 09:30
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Nvidia earnings, Trump's State of the Union: What to Watch
21.02.2026 00:00
Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch next week, starting Monday, Feb. 23. President Trump will deliver his State of the Union address on Tuesday, Feb. 24. It'll be a big week for earnings, with names like Nvidia (NVDA), Salesforce (CRM), Paramount (PSKY), CoreWeave (CRWV), and Dell (DELL) on deck. Federal Reserve commentary is on deck as well, with remarks from names like Fed Governor Lisa Cook and Fed Governor Christopher Waller. The Producer Price Index (PPI) will be out on Friday, with economists expecting headline PPI to cool from the previous month. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Stock market today: Dow, S&P 500, Nasdaq futures gain as US-Iran tensions rise, PCE inflation looms
20.02.2026 00:01
The PCE inflation reading for December is the highlight in a heavy slate of economic data.
Dell Stock Is Climbing -- Evercore Sees Double-Digit EPS Growth Potential
19.02.2026 16:22
Dell shares rose after Evercore upgraded the stock, citing strong AI server orders, PC demand, and early market share gains
Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
19.02.2026 15:00
Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wall Street Bulls Look Optimistic About Dell Technologies (DELL): Should You Buy?
19.02.2026 14:30
Based on the average brokerage recommendation (ABR), Dell Technologies (DELL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Evercore adds Dell to Tactical Outperform list ahead of earnings
19.02.2026 13:01
Investing.com -- Evercore added Dell Technologies (NYSE:DELL) to its Tactical Outperform list ahead of the company’s January-quarter results next week, saying it expects the hardware maker to outperform the current top and bottom-line forecasts.
Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside
19.02.2026 12:04
Dell Technologies is transforming from a traditional hardware provider to a leading AI-infrastructure supplier. Click to read my latest analysis of DELL stock.
DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
18.02.2026 18:00
Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
Assessing Dell Technologies (DELL) Valuation After Recent Share Price Weakness
18.02.2026 04:36
What Dell Technologies investors are watching now Dell Technologies (DELL) has seen its share price slip over the past week and month, and is also lower year to date. This is putting fresh attention on how its current valuation lines up with its fundamentals. See our latest analysis for Dell Technologies. At a share price of US$116.09, Dell Technologies has logged a 7 day share price return of 7.9% decline and a year to date share price return of 9.2% decline. Its 3 year total shareholder...
Dell Technologies, McLaren Racing Extending Collaboration Over Advanced AI Infrastructure
17.02.2026 10:08
Dell Technologies and McLaren Racing are extending their relationship, harnessing Dell's advanced AI infrastructure and PCs to sharpen McLaren's competitive edge in Formula 1.As McLaren Racing's Official Innovation
Perspectives On Rotations Into Value, Small-Cap, Developed And Emerging Markets
15.02.2026 10:59
Themes of rotation out of large-cap US growth stocks and into small-cap and/or value stocks and/or international stocks continue to dominate market commentary. Read more here.
HIVE Digital Technologies’ HPC unit BUZZ inks $30B in AI cloud contracts
13.02.2026 13:37
HIVE Digital Technologies (TSX-V:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) announced that its BUZZ High Performance Computing unit has signed customer agreements representing about $30 million in total contract value over two-year fixed terms, marking what the company described as progress in its...
Dell Technologies to Hold Conference Call Feb. 26 to Discuss Fourth Quarter and Full Fiscal 2026 Financial Results
13.02.2026 13:30
ROUND ROCK, Texas, February 13, 2026--Dell Technologies (NYSE: DELL) will conduct a conference call Thursday, Feb. 26, 2026, at 3:30 p.m. CST to discuss its fiscal 2026 fourth quarter and full-year financial results. The conference will be available to the public as a live, audio-only webcast on Dell Technologies’ website at investors.delltechnologies.com; an archived version will be available at the same location.
3 Services Stocks We’re Skeptical Of
11.02.2026 04:39
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 9.1% gain for the industry over the past six months. This performance has closely followed the S&P 500.
My Top 8 Tech Picks For Income Amid The AI Correction
09.02.2026 08:39
Tech volatility creates buying chances for dividend growth stocks (IBM, MSFT, QCOM, CSCO, DELL, TXN) plus JEPQ/BST yieldsâact now. Click for more.
Insiders At Dell Technologies Sold US$2.2b In Stock, Alluding To Potential Weakness
07.02.2026 13:00
Many Dell Technologies Inc. ( NYSE:DELL ) insiders ditched their stock over the past year, which may be of interest to...
Morgan Stanley Lowers Dell Technologies (DELL) PT To $111 Citing Slowest Hardware Budget Growth in 15 Years
05.02.2026 12:20
Dell Technologies Inc. (NYSE:DELL) is one of the stocks that should double by 2030. On January 20, Morgan Stanley analyst Erik Woodring lowered the firm’s price target on Dell Technologies to $111 from $113 while maintaining an Underweight rating. This adjustment followed a chief investment officer survey revealing the slowest hardware budget growth in 15 […]
HP, Dell, Acer and Asus mull using Chinese memory chips amid supply crunch, Nikkei Asia reports
05.02.2026 04:35
PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid a global supply crunch that is threatening product launches and pushing up costs across the tech industry, Nikkei Asia reported on Thursday. HP, Dell, Acer and Asus did not immediately respond to Reuters' request for comment. This comes at a time when global electronics supply chains are grappling with an acute shortage of memory chips - an essential fixture across devices from smartphones to data centers.