• AAPL
• AMZN
• CSI300
• DELL
• HUBS
• IBIT
• JD
• LRCX
• NVDA
• QCOM
• RUA
• SMCI
• SOX
• TSLA
• US2000
• US500
• WDC

Hedge funds cut exposure to Semis, rotate into Cyclicals, says Goldman

• DELL

Dell, Iron Bow settle charges they overcharged the Army, DOJ says

Dell and Iron Bow will each pay over $2 million to settle allegations of overcharging the U.S. Army under a computing contract, violating the False Claims Act.

• DELL
• NVDA
• SMCI

SMCI 'just too important a player' in AI space to be delisted, says analyst

Super Micro Computer Inc shares surged 23% after submitting a compliance plan to NASDAQ, potentially averting delisting. Analysts anticipate a significant market impact and a short squeeze.

• DELL
• NVDA

Dell target raised at Mizuho as NVIDIA chases $2 trillion AI server market

Mizuho analysts raised Dell Technologies' estimates, citing its growth in the AI server market, driven by NVIDIA's innovations, forecasting significant market expansion through 2027.

• AMD
• AVGO
• DELL
• INTC
• MCHP
• MRVL
• MSFT
• MU
• NVDA
• TSLA
• TXN

5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Analysts provide insights on major AI stocks, highlighting cautious investor sentiment toward Microsoft, opportunities in Nvidia, renewed interest in Tesla, Dell's growth in AI servers, and a potential semiconductor recovery.

• DELL

Dell stock target raised at Morgan Stanley as 'AI server momentum remains strong'

Morgan Stanley raised Dell Technologies' price target to $154, citing strong AI server growth, projected revenue of $20.6 billion, and increased earnings expectations for FY26.

• DELL
• NVDA
• SMCI

Nvidia said to be routing orders away from Super Micro amid accounting woes

Super Micro Computer Inc faces stock volatility due to auditor resignation and restructuring by NVIDIA, impacting the AI supply chain and benefiting Dell Technologies.

• DELL
• NVDA
• SMCI

Can NVIDIA's stock stay out of the SMCI fire?

The article discusses the downturn faced by Super Micro amid allegations of misconduct, while NVIDIA remains relatively unaffected despite potential risks to their partnership.

• AAPL
• AMD
• AMZN
• DELL
• GOOGL
• IBM
• INTC
• IXIC
• MRVL
• MSFT
• NOW
• NVDA
• ORCL
• QCOM
• SAPG

5 big analyst AI moves: Apple downgraded; Microsoft pullback an opportunity

• AAPL
• BA
• CVS
• DELL
• DIS
• NKE
• PG
• SBUX

More US firms lean on retired, veteran leaders to steady ship in choppy economy

CVS Health appointed David Joyner as CEO amid economic uncertainty. Similar leadership changes observed across various companies, with varying success from returning executives.