While AI chip stocks like Broadcom (AVGO) have hit some speed bumps this week, should investors still be betting on the long-term resiliency of the AI trade? MassMutual head of investment strategy Kelly Kowalski tells Julie Hyman why this may be considered a "healthy" pause for A
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Investors in Micron Technology (MU) stock have laughed all the way to the bank over the past year, especially those who bought into the AI memory story early. Putting the rally in context, Micron stock has gained almost 100% in the past month alone and over 350% over the past six
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Dell Technologies (NYSE:DELL) is set to be among the first PC makers to launch premium AI PCs powered by Nvidia's new RTX Spark chip starting in the fall. The company plans to introduce AI focused laptops and desktops that pair RTX Spark with Microsoft Windows on Arm. This move e
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Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-ter
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On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.” Nine days earlier, his portfolio had picked up between $1 million and $5 million of Dell Technologies (NYSE:DELL) stock, per a government ethics
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Why is the market pricing a company with one of the strongest technology moats ever built at the same multiple as the companies that integrate its chips into servers.
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Dell’s results for Q1 were met with a strongly positive market response, reflecting significant outperformance versus Wall Street expectations. Management attributed the surge in results primarily to broad-based customer demand across all segments, with particular strength in AI
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