Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 39.5% year on year to $33.38 billion. On top of that, next quarter’s revenue guidance ($35.2 billion at the midpoint) was surprisingly good and 21.4% above what analysts were expecting. Its non-GAAP profit of $3.89 per share was 10.4% above analysts’ consensus estimates.
As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in
In a move set to redefine the architecture of corporate data centers, Super Micro Computer, Inc. (NASDAQ: SMCI), NVIDIA Corporation (NASDAQ: NVDA), and VAST Data have announced the official launch of the CNode-X Solution. Unveiled yesterday at the VAST Forward 2026 conference in Salt Lake City, this all-in-one enterprise AI
As of February 26, 2026, the global PC market stands at a critical juncture, caught between a massive corporate hardware upgrade cycle and a crippling supply chain squeeze. HP Inc. (NYSE:HPQ) recently reported its first-quarter fiscal 2026 results, revealing a "beat and lower" performance that perfectly illustrates the current
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As of February 26, 2026, Dell Technologies (NYSE: DELL) has completed a historic transformation, shedding its legacy reputation as a commodity PC manufacturer to emerge as the primary architect of the global "AI Factory." Once known for direct-to-consumer laptop sales, the Round Rock, Texas-based giant now sits at the epicenter of the generative AI revolution. [...]
Nvidia (NVDA) beats earnings expectations and guides Q1 revenue above estimate. Dell (DELL) reports record AI server backlog. Traders bet on Dell's earnings and key words. China and Windows 10 are long shots.
As of February 26, 2026, Dell Technologies (NYSE: DELL) stands at the epicenter of a historic shift in global computing. Once primarily known as a legacy provider of personal computers and enterprise storage, the Round Rock, Texas-based titan has successfully reinvented itself as the cornerstone of the "AI Factory." With the explosion of generative AI [...]
PALO ALTO, CA — On February 24, 2026, HP Inc. (NYSE:HPQ) released its fiscal first-quarter results, serving as a critical pulse check for the global technology hardware sector. While the company reported a "beat" on both revenue and earnings, the market's reaction was swift and unforgiving. Despite a 6.9%
Dell is set to deliver strong double-digit revenue and earnings growth in Q4. Despite favorable fundamentals, the stock’s performance over the past year has been subdued.
