DELL

Dow Jones futures: Taiwan Semiconductor and GE Aero fell despite strong earnings as the AI stock sell-off continues.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

IBM’s brutal second-quarter preliminary results came with some good news for artificial-intelligence hardware and cybersecurity vendors.

Delta fell on earnings. Memory giant SK Hynix is set for its Nasdaq debut after a huge offering as peers Micron and Sandisk dipped.

Dell Technologies Inc. (NYSE:DELL) is among the Best Stocks To Buy. On June 2, Raymond James said the market may be overstating the financial impact of Dell Technologies Inc. (NYSE:DELL)’s decision to end its Enterprise Computing Distribution agreement with Arrow Electronics. The firm maintained an Outperform rating on Arrow. Analyst Melissa Fairbanks said the contract’s reported $1.4 billion value reflects gross billings, not revenue. The analyst said that the earnings impact is “likely immaterial” and should be offset by Arrow’s current business momentum. Photo by Pok Rie on Pexels Earlier, on June 25, CRN reported that Dell Technologies Inc. (NYSE:DELL) ended its decade-long distribution relationship with Arrow’s ECS unit after a formal review and request-for-proposal process covering its North American distribution business. According to the report, the move creates a potential $1.4 billion-plus opportunity for competing distributors. Sources told CRN that Dell cited Arrow’s limited inventory and warehouse capabilities and the departure of former Arrow ECS CEO Sean Kerins as factors behind the decision. Dell Technologies Inc. (NYSE:DELL) is a technology company. It operates the Infrastructure Solutions Group (ISG) and Client Solutions Group segments. While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Alphabet's Q1 2026 free cash flow collapsed 46% while capex more than doubled, and Meta's 2025 FCF dropped 19% despite 22% revenue growth. HPE is up 73% YTD and Caterpillar now trades at 48x earnings, meaning the value stock rotation Hough recommended is largely already priced in. At 32x projected free cash flow versus 22x earnings, the S&P 500 leaves little margin for error when AI capex distorts reported profits. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. On a recent episode of Barron's Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough's answer had a number in it that should probably make everyone else nervous too. "You can look at the S&P 500 right now and you can say, okay, it trades at 22 times projected 2026 earnings. That's kind of expensive. But it trades at 32 times projected free cash flow. That's extraordinarily expensive." The index is up 9.22% year to date, and the gap between what companies are earning on paper and what they are actually converting into cash is now the most important argument on Wall Street. Hough's explanation is worth understanding because it is not complicated. When a hyperscaler spends billions on GPUs and data centers, that capex gets depreciated over years, so only a sliver hits the income statement each quarter. Meanwhile, the companies selling picks and shovels (servers, switches, generators) book the corresponding revenue immediately. So the whole ecosystem's reported earnings look terrific, while the cash actually leaving the building tells a different story. Hough cited Google's projected 2025 profit of $173 billion against free cash flow of only $19 billion, and Meta's $84 billion in earnings against roughly $400 million in cash burn as the shape of the problem. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. Those specific figures are directional, and the actual reports rhyme with them. Alphabet (NASDAQ:GOOGL) posted FY2025 free cash flow of $73.3 billion, up just 0.7% year over year, even as capex jumped 74% to $91.4 billion. In Q1 2026 it got worse. FCF collapsed 46.63% to $10.12 billion while capex...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose AI server business has moved from side story to main growth driver. At the end of May, Reuters reported that Dell raised its annual revenue and profit forecasts amid stronger demand for AI-optimized servers. The company lifted its fiscal 2027 AI server revenue expectation to roughly $60 billion from a prior $50 billion view and raised adjusted EPS guidance to $17.90 from $12.90. Dell also reported first-quarter revenue of $43.84 billion, ahead of Wall Street expectations, with infrastructure solutions revenue up 181%. The catalyst is the scale-up of Nvidia-powered AI servers, supported by demand from cloud and enterprise customers. The estimate-revision angle is direct because guidance moved higher alongside a clear AI infrastructure demand reset. Dell Technologies Inc. (NYSE:DELL) provides servers, storage, personal computers, software, and technology infrastructure products and services for enterprise, public-sector, and consumer customers. While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.

TD Synnex (SNX) delivered a strong fiscal Q2, driven by accelerating Hyve growth, market share gains

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

ROUND ROCK, Texas, June 17, 2026--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces that its board of directors has declared a quarterly cash dividend of $0.63 per common share, which will be payable on July 31 to shareholders of record as of July 21. About Dell Technologies Dell Technologies (NYSE:DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry’s broadest and most innovative technology and services portfolio for the AI era. Copyright © 2026 Dell Inc. or its subsidiaries. All Rights Reserved. Dell Technologies, Dell, EMC and Dell EMC are trademarks of Dell Inc. or its subsidiaries. Other trademarks may be trademarks of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260616188737/en/ Contacts Investors: [email protected] Media: [email protected]

Interested in iShares MSCI USA Momentum Factor ETF? Here are five stocks we like better. Broad earnings success for Q1 2026 may encourage investors to seek out ways to tap into momentum across sectors. ETFs like MTUM and QMOM provide unique means of accessing momentum stocks in order to capitalize on growth while controlling risk. CAPE takes a different approach: by seeking out undervalued stocks, it may target names that are poised for big growth in the future. Despite numerous reasons why investors might expect otherwise, 2026 appears to be off to an excellent start across many parts of the market. As evidenced by strong earnings growth often topping analyst expectations, hearty revenue growth, and continued elevation in profit margins, a market buoyed by AI investment has thrived. While not all portions of the market have flourished, the boom goes beyond just the information technology sector—financials stocks have also done quite well overall, for instance. For investors, there may be motivation to try to capitalize on broad strength with diversified exchange-traded funds (ETFs). Ideally, these investments might help capture some of the market's overall growth while simultaneously shielding investors from risks specific to any individual stock. One fund for overall momentum, one based on price-to-earnings (P/E) ratio, and one fund focused on momentum quality and consistency may be a place to start. → Cracker Barrel Surges 23% as Earnings Beat Signals Turnaround Progress The iShares MSCI USA Momentum Factor ETF (BATS: MTUM) is one of the low-cost factor-based ETFs that, as a group, have gained significant popularity in recent years. This fund targets a group of large-cap U.S. equities that have a recent history of share price momentum. Its underlying index helps to ensure some diversification across sectors, and weighting within each sector keeps the overall portfolio from becoming too narrowly focused. → The AI Boom Has a Hidden Winner—And It's Not NVIDIA The result is a fund with about half of its portfolio dedicated to technology stocks, with none of its nearly 130 positions accounting for more than 6.5% of invested assets. The fund is robust, with close to $26 billion in assets under management and a healthy one-month average trading volume of around 1.5 million. In terms of performance, the momentum play continues to be strong: MTUM has returned arou...