$Dell Technologies Inc.(DELL)$ Like it or not, everything President Trump mentions seems to turn to gold. Guess who runs his Truth Social platform? That's right, RUM.
$Bloom Energy Corp(BE)$ ShippingPort Data Center is another solid one. It looked like Bloom fuel cells were going to be the choice, so it's good to finally have that confirmed.
$SpaceX(SPCX)$ SPCX looks like it's running into meaningful overhead supply in the $150 - $155 area, likely tied to prior support and people looking to get out at breakeven after the June breakdown. Still, the fact that positive momentum keeps hanging in there and the level keeps getting retested makes me think the market is gradually absorbing that supply rather than getting turned away hard. A sustained move or close above $155 would be a stronger signal that this resistance band has mostly been worked through.
$Dell Technologies Inc.(DELL)$ On the bright side, it still closed higher than the previous session even with SPY falling off a cliff. Insiders aren't going to sell twice. Still holding the 530s, so it's possible we get a more natural retest of highs going forward instead of a pump-and-dump type move like we just saw.
$Dell Technologies Inc.(DELL)$ Dell Technologies price target raised to $650 from $575 at Evercore ISI. Evercore ISI lifted its price target on Dell Technologies to $650 from $575 and kept an Outperform rating on the shares. The firm still sees room for further appreciation, with the next phase driven by enterprise AI adoption, higher margin attach, and continued operating expense leverage. The analyst also pointed to an upside EPS scenario where FY27 EPS approaches $30, compared with current Street estimates around $25.88 and the firm's base estimate of $25.54. At $40-plus of EPS and a 25-times forward P/E multiple, the firm sees a path toward $1,000 per share.