Dell’s Breakout is the Real Deal. And the AI Server Cycle is Just Starting

Shares of Dell Technologies (NYSE:DELL) are having a massive year, now up just shy of 69% year to date. Undoubtedly, it was ...

Dell AI infrastructure deal shows that hyperscalers aren’t the only players. Plus, Adobe and 4 more stocks.

Analysts also report on Vicor, American Electric Power, VEON, and Travel + Leisure.

Bank of America Highlights Growing AI Infrastructure Spend for Dell Technologies (DELL)

On April 27, Bank of America raised the firm’s price recommendation on Dell Technologies Inc. (NYSE:DELL) to $246 from $205.

Dell signs $1.4 billion AI deal. Its stock notched a record

Dell Technologies stock jumped after the company signed a $1.44 billion purchase agreement to support Boost Run’s AI ...
Blockonomi

Dell (DELL) Stock Soars to Record High as Analysts Boost AI-Driven Targets

Dell (DELL) stock reaches record $219.50 with 132% yearly gains. BofA raises price target to $246 as AI servers drive 27% of ...
Blockonomi

Dell (DELL) and HPE Stock Price Targets Lifted by BofA on Agentic AI Surge

BofA raises Dell (DELL) to $246 and HPE to $38 on agentic AI demand. Sequential AI workflows drive CPU-intensive server ...
Seeking Alpha

Dell AI Data Platform Advancements Help Customers Harness Data to Power Enterprise AI with NVIDIA and Elastic

Dell AI Data Platform updates improve support for full AI lifecycle from ingestion to inferencing Dell collaborates with vector search leader Elastic to improve inferencing and analytics applications ...
eWeek

Modernizing the Data Center for AI: What Must Change — and Why

Enterprise AI workloads require infrastructure designed for large-scale data processing and distributed computing.

Billionaire Michael Dell started his company in his University of Texas dorm room. Now, he’s betting on AI with a $750 million gift

Michael Dell is having one of his biggest philanthropic years yet, having announced a major gift to his alma mater on the ...