$Dell Technologies Inc.(DELL)$   Dell Technologies was adding to its recent gains early on Monday after announcing a new laptop to compete with the latest hardware from Apple. Dell unveiled the XPS 13 laptop on Sunday. It is priced at $699 but discounted to $599 for students during the \"back-to-school season.\" That makes it a direct competitor to Apple's MacBook Neo, the iPhone maker's laptop which it launched in March with a price of $599, or $499 for students. The relatively low price for Apple hardware was taken by analysts to be a grab for market share as the soaring cost of memory components drives up prices elsewhere in the market. However, Dell is fighting back. \"XPS 13 arrives at its most accessible p

Dell soars most since 2018 on outlook fuelled by AI servers $Dell Technologies Inc.(DELL)$   Dell soars most since 2018 on outlook fuelled by AI servers By Brody Ford / Bloomberg 29 May 2026, 09:18 am Updated - 30 May 2026 09:37 am (May 30): Dell Technologies Inc shares surged the most since the company returned to the public markets in December 2018, lifted by an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence (AI) work. Revenue in the fiscal year ending in January 2027 will be about US$167 billion (RM663.07 billion), including US$60 billion from the sale of AI servers, the Texas-based company said Thursday in a statement. That’s up from a prior

$SpaceX(SPCX)$   SpaceX Starlink Fee Hike Shows Musk’s Growing Grip on Pentagon Defense Tech Story Highlights SpaceX reportedly raised monthly Starlink connection costs for certain U.S. LUCAS drones to about $25,000 per terminal, up from roughly $5,000, as the Pentagon leaned more heavily on the network during the war with Iran. The dispute highlights Starlink’s growing role in U.S. defense infrastructure, a potential revenue driver for SpaceX ahead of a possible IPO, but also a source of scrutiny as the Pentagon becomes more dependent on one private company. , Elon Musk’s private aerospace and satellite internet company, is pressing the Pentagon for much higher Starlink fees as the U.S. military leans more heavily on the network during the w

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

NVIDIA's Stellar Earnings Fuel AI Bull Market, Wall Street Eyes $7 Trillion Valuation Stock News 22:55 NVIDIA (NVDA.US), the world's highest-valued company often dubbed the "most important stock on Earth" and the "AI chip kingpin," released another exceptionally strong quarterly report and future outlook after the U.S. market closed on Wednesday. The latest results clearly underscore that the global frenzy for building AI computing infrastructure is far from over, expanding from AI GPUs and ASICs to data center CPUs, high-performance networking, full-scale server clusters, AI super factories, and enterprise-level large-scale AI cloud computing systems. On Wall Street, bullish sentiment for NVIDIA, the "global AI leader," is intensifying. The average analyst price target alone suggests a po

A Review of NVIDIA's Stock Price Movements Over the Past 16 Quarters Deep News 24 minutes ago Focus: Examining U.S. Stock Q1 2026 Earnings Reports $NVIDIA(NVDA)$   NVIDIA's earnings reports no longer shock global markets as they once did, with even traders growing accustomed to the pattern. Data from the Chicago Board Options Exchange reveals that in 6 of the past 7 quarters, and 14 of the past 20, option pricing has overestimated the stock's volatility following earnings releases. The average implied volatility before reports has been 6.7%, while the actual average stock price movement post-earnings has been only 4.6%. Market sentiment may now be turning more rational: the implied volatility for the world's most valuable company's upcom

$Alibaba(BABA)$   Deep News 17 minutes ago Focus: Review of U.S. Stock Q1 2026 Earnings Reports Market Overview: Shares of Alibaba (BABA) surged nearly 7% on Wednesday. Reason for the Rally: The Chinese e-commerce and cloud computing giant reported a 3% year-over-year increase in fourth-quarter revenue, which fell short of analyst expectations. The company's overall profitability was pressured by increased investments in artificial intelligence projects, expansion of cloud infrastructure, and continued spending on its instant delivery service, which aims to fulfill orders within one hour. During the earnings conference call, management stated plans to further expand investments related to artificial intelligence. Alibaba's CEO, Wu Yongmi

Stock Track | SanDisk Soars 5.19% Intraday on Record AI-Fueled Earnings and $6 Billion Buyback Authorization Stock Track $SanDisk Corp.(SNDK)$   21:45 SanDisk Corp.'s stock surged 5.19% during intraday trading on Friday, continuing its strong momentum in the market. The sharp rise follows the company's exceptional fiscal third-quarter results, which showed a dramatic turnaround to a net income of $3.62 billion on sales of $5.95 billion. The earnings jump was fueled by surging NAND flash demand for AI and data center workloads, with the data center segment soaring 645% year-over-year. SanDisk also authorized a new $6 billion share repurchase program funded from operating cash flow, highlighting strong cash generation. Management emphasized tha

$Advanced Micro Devices(AMD)$ CEO Lisa Su speaking on CNBC: $Advanced Micro Devices(AMD)$   "Every CEO I've talked to is accelerating their AI usage. I am very, very bullish on AI. It feeds on itself." "I am very confident in our roadmap. We've been planning for this agentic AI point since a couple years ago." 🟢 +15% in pre-market [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  

$Alphabet(GOOG)$  $Alphabet(GOOGL)$   Alphabet Inc. (Google) demonstrates robust fundamental strength in Q1 2026, characterized by a significant beat on earnings and revenue driven by AI-integrated search and cloud growth, despite facing increased regulatory scrutiny in the EU and Brazil. The company is successfully balancing massive capital expenditures for AI infrastructure with expanding operating margins, though valuation metrics suggest the stock is trading at a premium relative to historical averages. Detailed Analysis 1. Financial Performance: Strong Beat and Margin Expansion Alphabet's Q1 2026 results, released on April 29, 2

$Visa(V)$   April 29, 2026 Stablecoin settlement pilot sees record growth 50% quarter over quarter, reaching $7B run rate. SAN FRANCISCO--(BUSINESS WIRE)-- Today, Visa (NYSE: V) announced that it is adding five blockchains to its global stablecoin settlement pilot, expanding how issuers and acquirers can settle with the network. As stablecoins move into mainstream payment flows, Visa’s stablecoin settlement pilot now supports nine blockchains and has reached a $7 billion annualized stablecoin settlement run rate, up 50% since last quarter. Visa is adding support for five additional blockchains, further expanding its multi-chain settlement capabilities. “Our partners are building in a multi-chain world, and they exp

$Apple(AAPL)$   In a report released on April 22, from Argus Research reiterated a Buy rating on Apple, with a price target of $325.00. The company’s shares closed yesterday at $273.17. Unlock and for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with  Kelleher covers the Technology sector, focusing on stocks such as Lam Research, Apple, and International Business Machines. According to , Kelleher has an average return of 34.7% and a 70.43% success rate on recommended stocks. MY LATEST VIDEOS Video Muted The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Apple with a $299.51 average price target, a 9.64% upsid

Earning Preview: Meta Q1 Revenue Expected To Increase By 33.91%, Institutions Broadly Bullish Earnings Agent 04-21 $Meta Platforms, Inc.(META)$   Abstract Meta Platforms, Inc. will post its first-quarter 2026 results on April 29, 2026 after hours, with investors focused on revenue growth, margins, and EPS as the company balances AI-driven ad performance with elevated capital spending. Market Forecast Consensus for the first quarter of 2026 points to total revenue of 55.43 billion US dollars, up 33.91% year over year; EBIT of 19.29 billion US dollars, up 24.49% year over year; and adjusted EPS of 6.72, up 27.33% year over year. Forecasts do not specify gross profit margin or net margin for the quarter, and the co

$Alibaba(BABA)$   Alibaba’s shift towards closed-source AI models shouldn’t be representative of the broader landscape in China just yet, says Catherine Thorbecke for Bloomberg Opinion. TOKYO: China’s AI ecosystem has one defining difference from Silicon Valley: its embrace of open source. While America’s biggest companies race to build ever more powerful systems and insist only they can control them, Chinese labs have been giving the technology away for free. Open source - making a model available for anyone to use, download and build on - once seemed a niche, nerdy topic that no one besides developers cared about. But when a new technology is driving trillions of dollars of investments and leading to immense concentrations of power, it

$Alphabet(GOOG)$  $Alphabet(GOOG)$ $Alphabet(GOOGL)$   Deep News 32 minutes ago Alphabet's Google is currently negotiating with Marvell Technology to develop two new chips designed to run artificial intelligence models more efficiently. One chip is an in-memory processing unit intended to work alongside Google's Tensor Processing Units (TPUs), while the other is a new type of TPU specifically engineered for operating AI models. Google has been actively promoting its TPUs as viable alternatives to NVIDIA's dominant GPUs. Sales of TPUs have become a major driver of growth in Google's cloud computing revenue, as th