DELL

ServiceNow (NOW) stock is rising 14% to $124 as capital rotates into beaten-down enterprise software following Dell Technologies (DELL) posting Q1 FY2027 revenue of $43.84B (up 88% YoY) with AI-optimized server revenue jumping 757% to $16.13B. Snowflake (SNOW) has reported Q1 revenue of $1.39B (up 34% YoY) and raised its full-year guidance, while Wipro (WIT) has expanded its AI partnership with ServiceNow (NOW) for agentic workflows. Dell’s blowout earnings validated the enterprise AI infrastructure thesis that ServiceNow is positioned to capture through its workflow and governance layer, triggering broad repricing across the software stack as the “SaaSpocalypse” narrative retreats. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year high, so this is a bounce off of a deeply oversold tape. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. The broader software complex is participating. Snowflake (NYSE:SNOW), Wipro (NYSE:WIT), and C3.ai (NYSE:AI) shares are all in motion as investors reprice the AI workflow layer. Dell Technologies reported Q1 FY2027 results after Thursday's close, posting revenue of $43.84 billion, up 88% year over year (YoY) against a consensus near $35.77 billion. Non-GAAP EPS of $4.86 crushed the $2.96 estimate by 64%. The headline figure was AI-optimized server revenue of $16.13 billion, up 757% YoY, with $24.4 billion in AI orders booked during Q1. Dell Technologies also raised its full-year FY27 revenue guidance to $165 billion to $169 billion and lifted its full-year AI server outlook to roughly $60 billion. Those numbers validate the enterprise AI buildout that ServiceNow is leveraged to. ServiceNow sits as the workflow and governance layer on top of that infrastructure spend, and the read-through is direct. Dell stock is up 29% in Friday's session. The rotation started earlier in th...

Super Micro Computer stock surged Friday as earnings from artificial-intelligence server peer Dell Technologies had investors excited about the growth ahead for hardware stocks. Super Micro stock jumped 10% to $45.48 on Friday following Dell’s report. Dell stock also soared, after the company said Thursday night that quarterly revenue for its AI-optimized servers rose 757% from the prior year.

Dell has been benefitting from strong AI demand for a while now. Dell’s share price soared nearly 33% on Friday following the company’s fiscal first-quarter results. Dell’s market capitalization now exceeds the combined value of competitors Hewlett Packard Enterprise, HP, Super Micro and Lenovo.

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal. The U.S. and Iran have reportedly reached a tentative deal to extend the ceasefire by 60 days, which would include the reciprocal reopening of the Strait of Hormuz during the first 30 days. It would mark the first phase of a multistage framework, which the U.S. hopes will result in Iran scaling back its nuclear program for decades. “We perhaps have the makings of a deal here,” Treasury Secretary Scott Bessent said on Thursday. A deal is reportedly awaiting approval from U.S. President Donald Trump. The price of WTI crude fell over -1% on Friday. ARM Stock Is Valued for Eternity, But Silicon Has an Expiration Date Ford Stock Is Moving Like Tesla Now. Its Results Can’t Justify the Premium. S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! “If a deal is agreed upon, we should see another leg higher in risky assets and lower in rates. Positioning suggests that the rates market should see a greater reaction than equities,” said Mohit Kumar at Jefferies. Sentiment was also supported by some positive corporate news. Dell Technologies (DELL) popped over +37% in pre-market trading after the hardware maker posted upbeat Q1 results and raised its full-year revenue guidance amid surging demand for servers that power AI workloads. Also, Okta (OKTA) climbed more than +7% in pre-market trading after the company reported stronger-than-expected Q1 results and boosted its annual guidance. In yesterday’s trading session, Wall Street’s major indices closed higher, with the S&P 500 and Nasdaq 100 notching new record highs. Chip stocks climbed, with Arm Holdings (ARM) jumping more than +10% and Advanced Micro Devices (AMD) rising over +4%. Also, Snowflake (SNOW) popped over +36% after the data warehousing company reported strong Q1 results, raised its full-year product revenue guidance, and expanded its collaboration with Amazon Web Services. In addition, Agilent Technologies (A) surged more than +16% and was among the top percentage gainers on the S&P 500 after the company posted upbeat FQ2 results and raised its full-year guidance. On th...

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

Hewlett Packard Enterprise (NYSE:HPE), which develops intelligent solutions across servers, hybrid cloud, and networking, closed Friday at $43.09, up 12.76%. The stock moved higher after Dell’s strong AI server results spurred a sympathy rally in AI infrastructure names. Investors are watching HPE’s upcoming Q2 earnings on Monday and long-term AI-driven server demand. Trading volume reached 66.7 million shares, about 260% above its three-month average of 18.5 million shares. Hewlett Packard Enterprise IPO'd in 2015 and has grown 348% since going public. The S&P 500 added 0.23% to finish Friday at 7,581, while the Nasdaq Composite rose 0.22% to close at 26,976. Within communication equipment and related infrastructure, peers were also strong, with Dell Technologies closing at $420.91 (up 32.76%) and NetApp finishing at $174.29 (up 22.39%) on AI and cloud optimism. Hewlett Packard Enterprise (HPE) and Dell combine to form a quasi-duopoly in the enterprise data center and server hardware industry. So when Dell reported blowout Q1 earnings yesterday that rocketed past analysts’ expectations, it was also deemed great news for HPE. Dell grew revenue by 88% and EPS by 214%, and announced a $51 billion backlog for its AI server unit. Analysts view this booming AI demand as a “tide that will lift all boats,” rather than a sign that Dell is taking share from HPE, which has prompted the latter’s soaring share price alongside Dell’s 33% spike today. Analysts expect HPE’s revenue to rise 28% in Q2. Before you buy stock in Hewlett Packard Enterprise, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hewlett Packard Enterprise wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $465,733!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,313,467!* Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors...

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

It’s been a great year for the market, particularly so for SanDisk SNDK, Micron MU, and Dell Technologies DELL, with the trio reflecting the top-performing S&P 500 stocks of 2026 so far. Dell Technologies, in particular, has jumped to the top of the leaderboard following its record-breaking results, with the numbers again confirming just how fiercely strong the broader AI buildout has become. Dell Technologies crushed earnings in its recent print, exceeding the Zacks Consensus EPS estimate by nearly 60% and posting a sizable 23% sales surprise. Sales grew by a double-digit 88% YoY, whereas earnings climbed an even more impressive 214%. Overall, it was a record-breaking release for Dell, posting company highs across several key areas related to the AI frenzy, including AI-optimized servers, which saw an incredible 760% YoY growth rate. The favorable momentum led the company to raise its FY27 sales guidance, with the new midpoint implying 50% YoY growth over FY26. The new annual guidance reflects a clear acceleration relative to last year, when DELL’s sales grew by 20% YoY. The stock has seen notably bullish reactions to its earnings releases throughout 2026, with the continued AI frenzy keeping the stock’s outlook bright. Image Source: Zacks Investment Research SanDisk shares keep climbing in 2026 as its critical role in AI infrastructure has become increasingly recognized. AI is driving a huge surge in storage demand, which is where SanDisk comes in. NAND prices are rising rapidly, with AI data centers, cloud providers, and edge devices all needing more high-speed storage. The stock sports the highly coveted Zacks Rank #1 (Strong Buy), with EPS revisions soaring across the board. The current Zacks Consensus Sales estimate of $18.6 billion for its current FY26 reflects a 150% climb, with sales forecasted to be up 120%. Earnings growth is also forecasted to be outsized, expected to grow nearly 2100% in its current fiscal year and an additional 170% in FY27. Image Source: Zacks Investment Research Micron is a world leader in memory and storage solutions, specifically concerning the DRAM market. Like SNDK, the company also continues to sport a bullish Zacks Rank #1 (Strong Buy), with EPS revisions rising across many near-term timeframes. Image Source: Zacks Investment Research The stock also continues to sport a strong growth outlook, with Zacks Consensus estima...

Dell Technologies (DELL) reported expectation-beating Q1 FY2027 results, thereby validating its deep partnership with Palantir Technologies (PLTR) and NVIDIA (NVDA). Palantir shares surged 10% to $158 on the partnership validation, while Snowflake (SNOW) reported Q1 revenue of $1.39B, up 34% YoY with 13,600+ accounts using its AI capabilities, sparking a broader software rally. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today's rally, Palantir stock is still down 12% year to date (YTD), so this looks more like a recovery leg than a clean breakout. The catalyst is unusual because it lives inside someone else's earnings report rather than Palantir's own results. A second tailwind comes from Snowflake (NYSE:SNOW). The data cloud specialist's Wednesday earnings report kicked off a broader software and AI platform rally that carried into Friday's open. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Dell reported Q1 FY2027 revenue of $43.84 billion, beating estimates by 23% and growing 88% year over year (YoY). Non-GAAP EPS came in at $4.86 versus a $2.96 consensus, a 64% beat. AI-optimized server revenue jumped 757% YoY to $16.13 billion. The company also booked $24.4 billion in AI orders during the quarter and raised full-year FY27 AI server revenue guidance to approximately $60 billion. DELL stock is up 29% today, trading near $409. That matters for Palantir because the two companies unveiled a deep tie-up at Dell Technologies World on May 18. Palantir's Foundry and AIP platforms are coming on-premises to the Dell AI Factory with NVIDIA (NASDAQ:NVDA), with the Ontology layer running on Dell ObjectScale and PowerFlex storage. Palantir Rubix and Apollo handle the zero-trust runtime layer, targeting sovereign, defense, and regulated workloads. Snowflake reported Q1 FY27 revenue of $1.39 billion, up 34% YoY, with non-GAAP EPS of $0.39 beating by 22%. The company raised its full-year product revenue guidance t...

All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump s

Dell Technologies (DELL) late Thursday reported record fiscal first-quarter results that surpassed W