As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As of February 26, 2026, Dell Technologies (NYSE: DELL) has completed a historic transformation, shedding its legacy reputation as a commodity PC manufacturer to emerge as the primary architect of the global "AI Factory." Once known for direct-to-consumer laptop sales, the Round Rock, Texas-based giant now sits at the epicenter of the generative AI revolution. [...]
Nvidia (NVDA) beats earnings expectations and guides Q1 revenue above estimate. Dell (DELL) reports record AI server backlog. Traders bet on Dell's earnings and key words. China and Windows 10 are long shots.
As of February 26, 2026, Dell Technologies (NYSE: DELL) stands at the epicenter of a historic shift in global computing. Once primarily known as a legacy provider of personal computers and enterprise storage, the Round Rock, Texas-based titan has successfully reinvented itself as the cornerstone of the "AI Factory." With the explosion of generative AI [...]
PALO ALTO, CA — On February 24, 2026, HP Inc. (NYSE:HPQ) released its fiscal first-quarter results, serving as a critical pulse check for the global technology hardware sector. While the company reported a "beat" on both revenue and earnings, the market's reaction was swift and unforgiving. Despite a 6.9%
Dell is set to deliver strong double-digit revenue and earnings growth in Q4. Despite favorable fundamentals, the stock’s performance over the past year has been subdued.
A wave of selling washed over the technology sector on February 23, 2026, as investors grappled with the disruptive potential of Anthropic’s latest breakthrough in artificial intelligence. The release of "Claude Code Security," an autonomous remediation tool capable of scanning, reasoning through, and patching complex software vulnerabilities, has sent
Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.
As the closing bell approaches for the final quarter of fiscal year 2026, all eyes in the technology sector are fixed on Dell Technologies (NYSE:DELL). Scheduled to report its fourth-quarter results on Thursday, February 26, 2026, the Round Rock, Texas-based giant is expected to showcase a massive surge in
In a move that marks the end of the traditional x86 processor's decades-long dominance, Nvidia (NASDAQ:NVDA) today officially unveiled its N1 and N1X series of AI-powered laptop processors. Announced at the 2026 AI Mobile Summit in Barcelona, these chips represent Nvidia’s first comprehensive push into the consumer System-on-a-Chip
As of February 23, 2026, the global technology landscape is defined by a singular, gravity-defying force: NVIDIA Corporation (NASDAQ: NVDA). Once a niche provider of graphics cards for gamers, NVIDIA has evolved into the central nervous system of the modern digital economy. Today, the company stands at a critical crossroads as it officially signals its [...]
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
