Hours after the United States charged a Super Micro Computer Inc. co-founder with illegally smuggling billions of dollars’ worth of Nvidia Corp. AI chips to China, shares of a little-known ...

Records suggest that Sharetronic procured hundreds of Super Micro systems containing high-end Nvidia chips, banned from sale to and within China absent permission from Washington since 2022.

Dell Technologies is benefiting from strong demand for its data center servers for artificial intelligence applications. Dell ...

Looking back on hardware & infrastructure stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including ...

Super Micro Computer (SMCI) stock faces analyst downgrades as legal issues, China trade risks, and Dell competition weigh on ...

The Nutanix Agentic AI service is designed to build and operate AI applications on NCP. It includes a secure, ...

According to MarketsandMarkets(TM), the Generative AI Server Market is expected to reach USD 448.60 billion by 2030 from USD 103.92 billion in 2025, registering a CAGR of 34.0% during the forecast ...

Mizuho Securities reiterates an Outperform rating on Dell stock and lifts its price target to $215 from $180 in a research ...

Mizuho boosts Dell (DELL) price target to $215 on strong AI server demand, with market share expected to climb from 19% to 25% by 2029. Cloud capex surges.

Mizuho raised the price target on the shares of Dell Technologies (DELL) but reduced it for Super Micro Computer (SMCI) while ...

For fiscal 2027, Dell has guided for $50 billion in AI-optimized server revenue, representing 103% growth year-over-year.