Dell's stock has surged following a bullish note from Morgan Stanley analysts on May 15, who have increased their target due to the company's AI business momentum. Morgan Stanley's checks indicate positive implications for Dell's AI server momentum and broader enterprise/tier-2 cloud AI server demand. This development, while favorable for Dell, suggests increasing competition for companies like Super Micro Computer (SMCI). Karen Finerman has noted the stock's performance as particularly noteworthy.
Dell’s stock is having a milestone day. Here’s why Morgan Stanley is so bullish. https://t.co/HrO3Eh3CKN
Could $DELL be the ultimate stealth AI play? The stock soaring on a bullish note from Morgan Stanley analysts. @karenfinerman explains why the move is catching her eye. https://t.co/I9MpxdZdXR
Could $DELL be the ultimate stealth AI play? The stock soaring on a bullish note from Morgan Stanley analysts. @karenfinerman explains why the stock is catching her eye. https://t.co/LXcESNKCWL
Positive implications for $ORCL? Interesting tier 2 cloud (AI server) demand looks like it is accelerating rapidly. Oracle the cheaper and faster option. https://t.co/NQG4v1J9kX
Morgan Stanley on $DELL's AI server momentum. Their checks are a positive for Dell and more broadly enterprise/tier-2 cloud AI server demand. But maybe a mixed blessing for $SMCI, as they're another sign of competition getting tougher. https://t.co/k9v84GTCxf
Dell stock gains as Morgan Stanley ups target on AI business momentum https://t.co/ZPdQlq2EXD https://t.co/rjcHD66s1I