Dell's stock surged 11% after securing significant AI server orders, leading to a 223% gain this year. Analysts update price targets following a Tesla-server win. While Dell's stock has soared, its earnings have not seen a similar increase compared to Nvidia, which also experienced a substantial rise. The AI boom has propelled both Dell and Nvidia stocks, with Nvidia's earnings outperforming Dell's. Dell's success in winning business is noted, contrasting with SMCI's performance. The AI bubble is driving speculation in the tech industry, with projections of Big Tech spending over $1 trillion on AI in the next five years.
‘An AI-fueled equity bubble’ will see big tech lead the charge in coming months https://t.co/zHeRe9xjgP
#LeadStoryOnET | As #investors buy into #AI craze, legacy #tech faces big reality check https://t.co/Qxhp11zqnh
Contrast $SMCI (37% downside) with $DELL (12% upside). Which of the two is winning share and improving growth rates relative to Consensus? AI less of a needle mover for $DELL, certainly - but some evidence emerging that it is winning share - this week: $TSLA. https://t.co/K7uKP0a785 https://t.co/vPCq4GEd3q
Big Tech's spending on the AI race could surpass $1 trillion in the next five years https://t.co/0WCzoKnzSt
Analysts update Dell stock price targets on Tesla-server win https://t.co/vdw91cjRQc
Dell has quietly gained 223% this year. https://t.co/1SoHdoHmiZ
Really smart post from @Jack_Raines here: Dell and Nvidia have both AI-boomed to the tune of >200% gains in the past year. But Nvidia’s earnings have mooned while Dell’s have....flatlined. https://t.co/TVmZzb1ggH
Fun fact, Dell and Nvidia are both up approximately 220% in the last year, largely thanks to the AI boom. Funner fact: while Nvidia's revenue and profits have exploded, Dell's... haven't? Classic market disconnect where the stock =/= the business: https://t.co/9jXzDZsw8A https://t.co/SiJYoq9vm4
New Dell PowerEdge Servers Support Workloads from the Data Center to the Edge https://t.co/kTTUCQgQdk @DellTech #datanami #TCIwire
Dell latest to enjoy speculative soar as AI bubble builds https://t.co/neZ0tAyFDX
$SMCI moved +15% yesterday on a silly $DELL upgrade, which was hilarious in hitself because $MS upped their PT from 128 to 152 and the stock moved from 128 to 150. These companies are selling servers. It's a low margin cyclical business. It's no $NVDA. Just #AIBubble stonks.
Dell's Surge: Profiting from AI Server Demand #AI #AIservers #artificialintelligence #Dell #Electronics #llm #machinelearning #MorganStanley #Nvidia https://t.co/VMStND9MWE https://t.co/cluehWPVxA
From the Barclays $SMCI initiation (9/23) re: $SMCI and $TSLA relationship - not a positive development that $DELL is now winning business. https://t.co/6B8ijOD1Nb https://t.co/5UzaKS8n1P
From the Barclays $SMCI initiation re: $SMCI and $TSLA relationship - not a positive development that $DELL is now winning business. https://t.co/jtVLDKXsgP https://t.co/5UzaKS8n1P
$DELL (+1.5% pre) Dell surged 11% on optimism it has secured big AI server orders - CNBC https://t.co/jIzJoMKHZ8