Dell Technologies is experiencing strong growth in AI server shipments, with revenues expected to grow ~9% this year, despite challenges in its PC segment. Management has upgraded the company's AI market opportunity to a 22% CAGR, with ISG revenues growing robustly, particularly in Servers & Networking. Dell's PC segment remains a drag, but potential PC refresh cycles in 2025 could alleviate th...
In 2024, companies were seizing the AI opportunity and calling workers back to the office. Few big businesses embodied those trends more than PC maker and cloud storage provider Dell.
This has turned out to be a very solid year for artificial intelligence (AI) stocks as companies benefiting from the rapidly growing adoption of this technology have witnessed a solid improvement in their businesses, leading to healthy gains in their share prices as well.
The market has been a real gift for many investors in 2024, with the S&P 500 hitting new all-time highs at the close of 57 different trading days (so far). Entering the gift-giving holiday season, it might be time to think about giving yourself a gift as well by investing for 2025.
Artificial intelligence (AI) investing covers a broad range of companies, including hardware, software, end users, and many that cover a large part of this spectrum. On the hardware side, Nvidia (NVDA -1.41%) has reigned supreme as the top stock.
Dell Technologies (DELL) may be up a healthy 55% in 2024, but the computer hardware stock has stumbled in December, down 7% month to date. If past is precedent though, shares could be moving back up the charts by the end of the year.
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