Dell Technologies is experiencing strong growth in AI server shipments, with revenues expected to grow ~9% this year, despite challenges in its PC segment. Management has upgraded the company's AI ...

Dell shares rose 11% on Wednesday to an all-time high after Morgan Stanley predicted the company would rake in sales from the insatiable demand for AI servers. Most of these AI servers are built ...

Dell is a technology titan with a strong share in the personal computer, server, and storage array markets, which we view as mature, and commoditylike. The PC market is fairly consolidated, with the ...

As companies, Super Micro Computer (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL) were both once considered slow-growth sellers of traditional servers. But over the past few years, their exposure ...