#Dell

AI Stock Picks Today: DELL, PLTR, ORCL Trade Ideas - August 27, 2026

Super Micro and AMD Power AI Chip Rally Ahead of Nvidia Earnings, SOXX +1.56%

Super Micro Computer surged 9.35% and AMD gained 4.91% after a Raymond James Strong Buy upgrade, leading AI chip stocks higher as markets positioned ahead of NVIDIA's quarterly earnings due Wednesday. The SOXX semiconductor ETF advanced 1.56% while Palo Alto Networks and CrowdStrike pulled back 3.1% and 2.8% respectively on cybersecurity sector rotation.

ServiceNow and Salesforce power AI software stocks higher as chip names retreat, SOXX -2.2%

ServiceNow surged 6.5% after its AI agent products crossed $1 billion in annualized contract value, lifting Salesforce and other enterprise-software names. The chip-equipment cohort fell sharply, with ACM Research and Dell among the biggest losers as institutional traders trimmed ahead of Nvidia's August 26 earnings.

AI Stock Picks Today: NVDA, DDOG, CRWV - 8 Trade Ideas for August 13, 2026

Eight short-term AI stock trade ideas for August 13, 2026. NVDA long into earnings, DDOG short on customer concentration risk, plus CRWV, DELL, SMCI, and ORCL. Conviction scores, stops, and targets included.

CoreWeave and Super Micro surge on AI infrastructure earnings, SOXX +2.3%

CoreWeave and Super Micro each surged roughly 19% Wednesday after blowout earnings validated surging AI infrastructure demand. Dell climbed 10% on positive read-through, while the SOXX semiconductor ETF gained 2.3% and the S&P 500 added 0.3% on cooler July CPI data.

AI Stock Picks Today: CRWD, CRWV, ARM Trade Ideas for August 4, 2026

CRWD long (conviction 8/10) leads today's AI stock trade ideas, with CRWV, ARM short, ORCL, GOOGL, and DELL setups. Entries, stops, targets, and scores for active traders.

CoreWeave and Oracle power AI infrastructure surge as hyperscalers sweep Monday rally

CoreWeave surged 19.5% on Monday as lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy. Oracle jumped 9.2% on full-year cloud momentum while the Nasdaq gained 2.1% to 25,913 as easing geopolitical tensions drove one of the strongest sessions in weeks for AI stocks.

AI Stock Picks Today: PLTR, NOW, NVDA Trade Ideas - July 28, 2026

Top AI stock trade ideas for July 28, 2026: Palantir long ahead of Aug 3 earnings (conviction 8/10), ServiceNow long on post-earnings momentum, NVIDIA short on circular-financing fears and chip rout. 10 setups with entry, stop, and target levels.

Super Micro and Dell surge on AI server backlog as enterprise software retreats ahead of earnings

Super Micro Computer surged 19.84% on a record $60 billion order backlog while Dell Technologies jumped 9.32% after raising fiscal 2027 guidance. Enterprise software names retreated sharply, with ServiceNow off 6.47% ahead of earnings and Palantir down 6.10%.

Oracle and Dell weigh on AI sector as markets brace for Alphabet and Tesla earnings, SOXX +0.45pct

Oracle Corp. and Dell Technologies led the AI sector lower Monday, falling 3.98 pct and 3.65 pct as investors trimmed positions ahead of Alphabet and Tesla Q2 earnings due Wednesday. MongoDB surged 3.53 pct on a Needham price target raise to $430; SOXX edged up 0.45 pct.

Dell leads AI hardware rout on overcapacity fears as Alphabet and Oracle rally, SOXX -2.2pct

Dell Technologies tumbled 9.8 pct Wednesday on AI overcapacity fears tied to reports that Meta Platforms is planning to lease surplus AI training capacity, while Alphabet, Meta, and Microsoft advanced on a softer-than-expected June Producer Price Index; SOXX fell 2.23 pct.

CrowdStrike and Dell power AI security and infrastructure rally as soft CPI lifts semis; Arm retreats ahead of earnings, SOXX +2.6%

CrowdStrike surged 12 pct and Dell Technologies climbed 7 pct on Tuesday as a softer-than-expected June CPI reading revived confidence in AI security and infrastructure stocks. SOXX gained 2.6 pct to 567.92 while Arm Holdings fell 6 pct ahead of its July 29 earnings report.

Tesla and AMD lead AI sector rally as Dell surges on Trump endorsement, SOXX +2.68%

Tesla and Advanced Micro Devices each surged more than 6 pct on Monday as the AI equity complex returned from the Independence Day break with broad-based buying; Dell Technologies jumped 4.4 pct after President Trump publicly urged Americans to buy its computers.

MongoDB falls 6% and Oracle slides on AI software profit worries; Micron results due after the bell

MongoDB fell 5.8% and Oracle shed 4.6% on Wednesday as investors questioned near-term AI software earnings visibility. Dell Technologies bucked the selloff, gaining 1.5% on continued AI server demand, while Micron's after-hours earnings loomed as the session's biggest follow-on catalyst.

Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%

Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.

SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%

Semiconductor equipment stocks surged on Tuesday as Jensen Huang confirmed Nvidia's Vera Rubin entering full production at Computex 2026. SOXX jumped 5.79%, SMCI added 7%, and AMAT gained 7% while Snowflake and Dell gave back recent gains on profit-taking.

MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record

MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.

Dell and ServiceNow power enterprise AI rally on blowout Q1 results, S&P 500 marks ninth straight weekly gain

Dell Technologies surged 33% in its best session on record after a first-quarter earnings blowout, triggering a broad enterprise AI rotation. ServiceNow, Oracle, Palantir, and CrowdStrike led a software rally as the S&P 500 marked its ninth straight winning week.

AMD and Lam Research power chip equipment surge on AI demand cycle, SOXX +6.1%

Advanced Micro Devices surged 7.8% and the SOXX semiconductor ETF jumped 6.1% to an all-time high on May 26, as chip equipment names Lam Research and Applied Materials added 5.7% and 5.3% on AI infrastructure demand. MongoDB fell 5.8% as traders lightened positions ahead of the company's first-quarter fiscal 2027 earnings, due Thursday after the closing bell.

Dell and AMD lift AI hardware names on server backlog surge and Q1 blowout, SOXX +2.4%

Dell Technologies surged 16.8% as a Las Vegas product conference and a wave of analyst upgrades confirmed a $43 billion AI server backlog; Advanced Micro Devices and Arm Holdings extended their post-earnings rallies while Nvidia slipped on rising bond yields.

Arm Holdings and Dell confirm AI infrastructure supercycle after Nvidia earnings beat; SOXX +0.85%

Arm Holdings surged 16% Thursday, extending a two-day 34% run built on Nvidia's record $81.6 billion first-quarter revenue beat. Dell Technologies added 4.1% as investors revisited the company's $43 billion AI-server backlog against the accelerating demand signals Nvidia confirmed.

Huang and Dell: AI's Next Frontier is Agentic

Nvidia CEO Jensen Huang and Dell CEO Michael Dell discuss agentic AI, memory demand, and China's role in the global tech landscape.

Intel and Dell power AI chip rally on Apple chip talks and record server orders, SOXX +5.7%

Intel surged 14% on Apple chip manufacturing talks while Dell jumped 13% on a record $43 billion AI server backlog. Cloudflare tumbled 24% despite an earnings beat as the company cut 20% of its workforce due to AI. SOXX gained 5.67%.