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Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion to $72 billion, above the $52.5 billion consensus estimate. Its shares rose more than 14% in morning trading, providing a positive read-through for Dell's AI infrastructure business. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with o

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Published

12 Aug 2026 17:19

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Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been "on the wrong side" of the enterprise hardware trade and now sees a stronger setup for HPE's server business. Morgan Stanley's shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supporting server activity

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12 Aug 2026 16:13

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Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading

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12 Aug 2026 14:42

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The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Dell Technologies DELL, Super Micro Computer SMCI, Hewlett Packard Enterprise HPE and HP HPQ. Here are highlights from Tuesday's Analyst Blog: DELL Overvalued at 22x P/E: Should You Still Buy the Stock? Dell Technologiesshares are trading at a premium, as suggested by a Value Score of C. In terms of the fo

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12 Aug 2026 14:21

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Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, Citi, Goldman, and Bank of America all raised their SMCI price targets but kept cautious ratings, doubting the 17.6% gross margin can hold. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of Super Micro Computer

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12 Aug 2026 14:06

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S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%

U.S. stocks rose Wednesday after July's consumer price index came in line with expectations, easing concerns about further Federal Reserve rate increases. The S&P 500 opened in record territory and was up 0.3% in early trading, with the Nasdaq Composite advancing 0.7% and the Dow Jones Industrial Average ticking up 24 points, or 0.1%. Headline consumer prices rose 0.1% month-over-month in July and 3.4% on an annual basis, down from 3.5% in June. The core measure, which removes food and energy prices from the calculation, came in at 0.2% for the month and 2.5% on an annual basis. The data gave

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12 Aug 2026 13:54

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Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI's results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%. Th

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Published

12 Aug 2026 12:45

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illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery

28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today announced that Matt Popieniuck has joined the company as Vice President of Customer Success & Delivery, effective August 2026. He reports to CEO Jörg Herbarth. Popieniuck joins illumynt after 28 years at Dell Technologies, where he progressed from gr

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12 Aug 2026 12:00

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Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, w

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12 Aug 2026 10:00

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Super Micro stock jumps on upbeat outlook

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company's growth. Video Transcript 00:00 Speaker A Super Micro, it's up about 8% right now in the after hours. What do you see there? 00:04 Dan Yeah, that is because they offered an upbeat forecast. Now they fell short on revenue but they beat on uh earnings expe expectations. They came in uh at a $70 on revenue of 11.2 billion. The expectation was for $49 on 11.2 billion uh in revenue. S

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11 Aug 2026 20:59

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DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock?

Dell Technologies DELL shares are trading at a premium, as suggested by a Value Score of C. In terms of the forward 12-month price/earnings (P/E), DELL is trading at 21.92X, higher than the broader Zacks Computer and Technology sector's 21.59X. Dell is trading at a higher multiple compared with peers, including Super Micro Computer's SMCI 9.22X, Hewlett Packard Enterprise's HPE 14.07X and HP's HPQ 10.14X. DELL Shares Are Trading at a PremiumZacks Investment Research Image Source: Zacks Investment Research Technically, Dell Technologies is trading above the 50 and 200-day moving averages (SMAs)

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11 Aug 2026 15:47

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Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. Continue Reading

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11 Aug 2026 13:50

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Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. NVIDIA's Vera CPU is up to 1.8 times faster than x86 processors on workloads. The Vera CPU is designed to work closely with NVIDIA GPUs (graphics processing units), networking and software, allowing customers to build complete AI systems

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11 Aug 2026 13:00

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What Does Dell Technologies (DELL) Full North America Distribution Reach Mean?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server portfolio in the US and Canada. The move broadens Dell's distribution reach across North America for its datacenter and infrastructure products. D&H's channel relationships with resellers and solution providers are expected to increase access to Dell storage and server offerings for a wider set

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11 Aug 2026 03:19

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Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent p

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11 Aug 2026 02:10

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Supermicro to report Q4 results in latest test for AI infrastructure company

Supermicro (SMCI) will report its fourth quarter earnings after the bell on Tuesday, after the company provided a preliminary business update late last month that sent shares soaring more than 20%. According to Supermicro's filing, margins will be between 15% and 17%, versus prior guidance of 8.2% to 8.4%. The company also said it saw new fourth quarter orders of more than $60 billion. In June, CEO Charles Liang wrote on X that the company planned to co-build a gigawatt-scale data center for SpaceX and xAI within a year. For the fourth quarter, Supermicro is expected to report adjusted earning

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Published

10 Aug 2026 21:00

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Memory Price Surge Accelerating IT Hardware Spending, Morgan Stanley Says

Information technology hardware companies in the US will likely benefit from accelerated enterprise PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

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10 Aug 2026 20:37

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Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?

Sporting a Zacks Rank #1 (Strong Buy), Lenovo Group LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12. Adding to the bullish backdrop, Lenovo's Zacks Computer-Micro Computers Industry currently ranks in the top 11% of more than 240 Zacks industries, with positive earnings estimate revisions helping to support the momentum for LNVGY shares. Lenovo Stock Hits All-Time Highs Ahead of Earnings Best known as one of the world's largest PC manufacturers, Lenovo has increasingly diversified its busines

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10 Aug 2026 20:21

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These Stocks Could Be Ready for Their Next Big Move

Quick Read Micron and Dell crushed estimates, with MU revenue up 346% year over year and Dell's AI-optimized server revenue surging 757% in Q1 FY27. Super Micro trades 33% below its year-ago price despite 123% revenue growth and over $13 billion in Blackwell Ultra orders already on the books. Micron's forward P/E of just 5 makes it the most compelling value of the three, with Wall Street consensus at $1,508 and bulls targeting $1,600. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today. The AI inf

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10 Aug 2026 16:30

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Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. SMCI's call-heavy put/call ratio of 0.3 and historical average earnings swings of ±12% make tomorrow's report a high-stakes binary event. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares

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10 Aug 2026 15:14

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5 Dividend Growth Stocks to Buy as US Rate Hike Concerns Ease

All three major U.S. stock indices ended Aug. 7, 2026, in positive territory, as a softer-than-expected jobs report eased concerns over the Federal Reserve implementing further rate hikes in the near term. At the same time, robust tech and software earnings helped dispel fears surrounding artificial intelligence (AI) market disruption. While lower rate expectations and strong tech earnings often drive investors toward aggressive growth plays, recent market volatility — particularly among tech firms making massive capital expenditures on AI data centers — warrants caution. For risk-averse inves

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10 Aug 2026 14:43

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Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) is scheduled to announce Q4 earnings results on Tuesday, August 11th, after the market closes. Wall Street expects the San Jose, Calif.-based company to post EPS of $0.96 on revenue of $11.56B for the quarter. Earlier this month, the artificial intelligence server maker said [https://seekingalpha.com/news/4616187-supermicro-rises-after-providing-fourth-quarter-preliminary-guidance] Q4 revenues are estimated to be near the low end of its guidance of $11B to $12.5B.

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10 Aug 2026 14:02

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Lenovo Group Ltd. (LNVGY) Hits Fresh High: Is There Still Room to Run?

A strong stock as of late has been Lenovo Group Ltd. (LNVGY). Shares have been marching higher, with the stock up 14.4% over the past month. The stock hit a new 52-week high of $72.16 in the previous session. Lenovo Group has gained 203.6% since the start of the year compared to the 18.3% move for the Zacks Computer and Technology sector and the 20.5% return for the Zacks Computer - Micro Computers industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters.

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10 Aug 2026 13:15

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Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific audit overhang. A forward P/E of 10 makes SMCI look cheap, but the bull case hinges on a clean audit and Q4 results due August 11. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Super Micro Computer (NASDAQ:SMCI) currently t

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10 Aug 2026 11:35

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Where Will Dell Technologies Stock Be in 3 Years?

Dell Technologies(NYSE: DELL) has turned out to be a solid investment over the past three years, clocking impressive gains of 120% as of this writing and beating the tech-laden Nasdaq-100 Technology Sector index's jump of just 14% by a big margin. However, a closer look at the chart tells us that Dell stock has simply taken off from the beginning of 2023. More specifically, shares of the company that's known for selling personal computers (PCs) and server equipment have shot up 212% since the start of last year. Dell was struggling before that on account of the weakness in the PC market, along

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Published

08 Aug 2026 20:20

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Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, part of a broader push toward what Nokia calls AI-native mobile infrastructure. The deal lands alongside a wave of insider stock purchases and a deepening Nvidia partnership, all pointing toward the same bet: that AI traffic is about to overwhelm the networks carrying it, and Nokia wants to be the company that fixes that.No

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08 Aug 2026 19:39

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Firebird opens region’s largest AI Factory in Armenia, backed by Nvidia chipsets

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region's largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform. The facility, powered by Nvidia Corp's accelerated computing, networking, and software stack, represents one of the largest AI infrastructure undertakings in Europe and frontier markets. Built using the Nvidia DSX platform alongside Dell Technologies' PowerEdge servers, the plant is designed to power large-scale AI trai

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08 Aug 2026 14:35

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The Art Of The Exit: Dodging Panic When Dell Stock Breached Stop

You set your stop like a disciplined investor but the stock sliced through it like warm butter. What do you do? Continue Reading

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07 Aug 2026 21:26

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Dell Technologies (DELLC) Q1 2025 Earnings Report - Results, Call & Slides

Published

30 Jul 2026 21:28

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