Dell Stock Drops in Tech Sell-Off: Profit-Taking Hits AI Server Giant
Dell stock fell 7% on Thursday as supply chain concerns and profit-taking overshadowed expanding AI server adoption.
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Dell Technologies Joins Agentic AI Foundation as Silver Member
Dell Technologies has been named as a new Silver Member of the Agentic AI Foundation.
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Why Super Micro Computer Stock Popped Today
Super Micro Computer (SMCI) stock surged 9.69% after announcing preliminary Q1 FY2027 revenue of $18.5-$19.5 billion, significantly exceeding prior guidance of $14.5-$15.5 billion and Wall Street expectations of ~$15 billion. The outperformance was driven by strong AI data center demand, with gross margins also improving to 12-12.5% from prior guidance of 10.4-10.8%. The results suggest robust AI infrastructure spending and benefited fellow server makers Dell and Hewlett Packard Enterprise.