Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
With Nvidia's (NVDA) generally upbeat quarterly third-quarter earnings report now in the books, investors are gauging the company's fourth-quarter outlook.
Super Micro Computer ( SMCI 11.62%) has taken investors on quite the roller coaster ride in 2024. It started the year at around $28 per share, then rocketed up to nearly $120 in March. It has since ...