Shares of server-related companies are trading higher. Super Micro Computer's better-than-expected Q4 adjusted EPS and strong guidance earlier this week were followed by Lenovo's better-than-expected Q1 sales results.

Prediction: Dell Technologies Stock Could Go Parabolic After Sept. 1. Here's Why.

Dell Technologies is positioned for strong earnings growth driven by surging AI infrastructure demand. The company achieved record Q1 revenue of $43.8 billion (88% YoY growth) and holds a record $51.3 billion AI server backlog. With hyperscalers like Meta and Microsoft spending heavily on data centers, Dell's Q2 earnings announcement on Sept. 1 could exceed guidance, potentially driving the stock higher.

Dell Beat Last Quarter's EPS Estimate by 65% — Can It Repeat That Next Time?

Dell Technologies shares are in focus Thursday with earnings due, analyst activity, 200‑day average nearly 95% above trend and Edge Rankings.

Dell Stock Climbs After UBS Raises Target

Dell Technologies Inc (NYSE:DELL) shares are trading higher on Wednesday after UBS raised its price target on the stock to $455 from $440, adding to a string of recent analyst target increases. Here's what you need to know.

Dell Technologies shares are trading higher after UBS raised its price target on the stock from $440 to $455.

AI Bubble Could Be Ready to Pop and Jim Cramer May Be the Warning Sign

Former hedge fund manager thinks the AI bubble could be close to popping and Jim Cramer could be one of the reasons why.

Elliott Investment Management L.P. Raises Share Stake In Hewlett Packard Enterprise By 17.7% To 32.3 Mln Shares