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Mizuho analyst Vijay Rakesh maintains Dell Technologies (NYSE:DELL) with a Outperform and raises the price target from $600 to $650.
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The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans.
The U.S. expansion is 78 months old. Comfort Systems, Bloom Energy and Nvidia lead the S&P 500, as the AI buildout rewarded builders over the megacaps.
Sandisk stock surged over 11% in September 2026 due to optimistic forecasts about persistent memory shortages driven by AI demand. Intel's CEO warned of memory scarcity extending to 2028, while Citigroup predicted shortages lasting until 2031. Analyst upgrades from Rosenblatt (buy rating, $2,400 target) and Mizuho, plus Sandisk's addition to the S&P 100 index, further boosted the stock. The company is well-positioned as a trusted flash memory manufacturer to benefit from the AI infrastructure build-out.