戴尔(DELL)

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Jim Cramer Says Dell is “Still a Core Player in the AI Infrastructure”
Yahoo Finance· 2025-09-25 17:05
Dell Technologies Inc. (NYSE:DELL) is one of the relatively cheap S&P 500 stocks Jim Cramer talked about. Cramer mentioned the company during the episode and said: “Next, several quality tech names made the final cut. For example, Dell Technologies, which you know, I’ve liked so much, they made it. And though the stock’s had its ups and downs over the past couple years, it’s still a core player in the AI infrastructure.” Photo by Its me Pravin on Unsplash Dell Technologies Inc. (NYSE:DELL) provides in ...
Is Dell Technologies Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-09-25 06:29
Valued at $90.3 billion by market cap, Dell Technologies Inc. (DELL) operates as one of the largest laptop and PC companies in the world. The Round Rock, Texas-based PC designer operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. Its operations span numerous countries across the Americas, Indo-Pacific, and EMEA. Companies worth $10 billion or more are generally described as "large-cap stocks." Dell fits right into that category, reflecting its significant prese ...
美媒刊文:美企“要求员工坐班计划”遇阻
环球时报· 2025-09-24 23:06
但在现实执行时,美国员工依旧有约1/4的时间在家办公,与2023年的数据几乎持平。斯坦福大学经济 学家尼古拉斯·布卢姆认为,这一情况可能会长期存在。公司高层的态度也并不统一,部分管理者担心 严格执行规定会逼走核心人才。一家咨询公司今夏一项覆盖1500名全职员工的调查显示,近半数高层管 理人员愿意为了居家办公而接受降薪。 美国《华尔街日报》 9 月 21 日文章,原题: " 让员工坐班 " 计划进展不利 从微软到派拉蒙、再到NBC环球 等大型公司,都在试图提高员工到办公室坐班的出勤率,但这一设想的执行却不尽如人意。尽管公司高 层陆续推出更严格的规定,美国职场的整体到岗率几乎没有明显提升,不仅员工没有积极性,部分管理 者自己也不愿坐班。 工位不足、停车位紧张 从企业视角看来,推动员工返岗已成为趋势。《纽约时报》要求评论和新闻部门的员工从11月起必须每 周至少到岗四天,微软则计划从明年2月起要求部分办公室的员工每周三天到岗。派拉蒙和NBC环球媒 体公司的做法更为强硬,前者要求纽约和洛杉矶的员工从明年起必须全职到岗,否则接受"买断",后者 也明确规定无法到岗者可申请"自愿离职补助"。今年以来,亚马逊、戴尔和摩根大通等 ...
Dell Technologies (DELL) Upgraded to Buy: Here's Why
ZACKS· 2025-09-24 17:00
Dell Technologies (DELL) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The powe ...
Dell Technologies to Hold Securities Analyst Meeting on October 7
Businesswire· 2025-09-23 20:30
ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) will hold an invitation-only securities analyst meeting in New York, N.Y. on Oct. 7, 2025 at 8:30 a.m. CT / 9:30 a.m. ET. Speakers will include Chairman and Chief Executive Officer Michael Dell and other members of the executive leadership team. Speakers will review the company's strategy and long-term financial framework, with significant time allotted for Q&A. A live webcast and replay will be available on Dell Technologie. ...
Poised for Explosive Growth: 2 AI Stocks That Could Surge 100% or More by 2030
The Motley Fool· 2025-09-23 08:10
Investors can cash in on the AI boom with these AI infrastructure plays.Artificial intelligence (AI) is a must-have technology for businesses to compete in the 21st century. It promises to lower costs, speed up product development, and automate tasks. This is why spending on AI infrastructure is expected to reach into the trillions in the next five years.The following companies provide the essential chips and servers for AI. Here's why investors could at least double their money in these stocks through the ...
Jim Cramer hunts for growth stocks at reasonable prices amid market highs
Youtube· 2025-09-23 00:27
Right now, we've got a high quality problem. The average is making record high after record high after huge rallies. Where is it safe to put new money to work in this market.Now, you can still find relatively inexpensive stocks if you know where to look. This weekend, we ran a screen searching for S&P 500 stocks with above average growth and below average price during multiples. At the moment, the S&P in the aggregate is expected to put up 12.5% earnings growth next year, and it sells for just under 22 time ...
DELL Gains From AI and Data Center Growth: A Sign for More Upside?
ZACKS· 2025-09-22 17:40
Key Takeaways Dell hit record Q2 revenues of $29.8B, up 19% year over year, led by AI and data center demand. ISG revenue surged 44% to $16.8B, with $8.2B in AI server shipments and $5.6B in new orders. Dell raised its fiscal 2026 AI server shipment forecast to $20B, signaling confidence in demand. Dell Technologies (DELL) is benefiting from the rapid growth in AI and data center demand, which has become a key growth driver of its financial performance. In the second quarter of fiscal 2026, Dell Technologi ...
Trump Says Murdochs, Dell Likely Part of Group Buying TikTok in the US
Investopedia· 2025-09-22 12:10
Trump last week extended the deadline under which ByteDance would have to sell TikTok to a U.S.-based owner or be banned. Cheng Xin / Getty Images Close KEY TAKEAWAYS President Donald Trump said that Rupert Murdoch and his son Lachlan Murdoch, as well as Dell Technologies (DELL)Â CEO Michael Dell, may be involved in the group buying Chinese-owned TikTok's U.S operations. Speaking on Fox News on Sunday, Trump also said Oracle (ORCL) co-founder Larry Ellison was part of the same group, as widely reported prev ...
Stock Market Today: Dow, Nasdaq 100 Futures Slip After A Stellar Week—Fox, Oracle, Dell In Focus On TikTok Investment
Benzinga· 2025-09-22 09:43
市场表现 - 美国股指期货周一普遍下跌 道指期货跌0.26% 标普500期货跌0.23% 纳斯达克100期货跌0.27% 罗素2000微涨0.01% [1][3] - 主要ETF同步走低 SPDR标普500ETF下跌0.24%至662.11美元 Invesco纳斯达克100ETF下跌0.38%至597.07美元 [3] - 上周美股整体收高 标普500周涨1.2% 道指周涨1% 纳斯达克周涨2.2% 其中道指创历史新高至46,315.27点 [4][6][7] 个股动态 - 苹果公司股价大涨3.2%突破245美元 创2025年2月以来新高 因iPhone 17在中国预售首分钟即超越前代机型 [5] - Fox集团股价上涨4.20% 因特朗普确认媒体大亨Lachlan Murdoch参与TikTok美国业务转移交易 [16] - 甲骨文上涨0.72% 戴尔科技上涨1.11% 两家公司高管Larry Ellison和Michael Dell共同参与TikTok交易 [16] - Snap股价飙升7.48% 因上周推出操作系统2.0后零售投资者兴趣激增 [16] - Globus Maritime大跌13.08% 尽管二季度亏损收窄至每股9美分且营收953.8万美元超预期 [16] 宏观经济 - 10年期美债收益率报4.12% 2年期美债收益率报3.57% 市场预期美联储10月会议降息概率达91.9% [3] - 8月新屋开工数据大幅下滑 营建许可环比下降3.7%至年化130万套 为2020年5月以来最低水平 住房开工量暴跌8.5% [10] - 贝克休斯石油钻井数增加2台至418台 原油期货微涨0.16%至每桶62.50美元 [5][14] 行业板块 - 上周信息技术、公用事业和通信服务板块涨幅居前 能源和房地产板块逆势下跌 [4] - 黄金现货价格上涨1.01%至每盎司3,722.37美元 逼近历史高点3,722.47美元 美元指数下跌0.13%至97.52 [14] - 亚洲市场表现分化 恒生指数和印度Sensex下跌 沪深300、日经225和韩国Kospi上涨 欧洲市场早盘走低 [15] 政策动向 - 经济学家指出美联储面临政策困境 关税政策导致经济放缓与通胀上升并存 建议取消关税而非依赖货币政策调整 [9][10] - 多位美联储官员本周将发表讲话 包括主席鲍威尔、副主席鲍曼及多位地区联储主席 [11][12] - 本周将发布多项重要经济数据 包括9月PMI、8月新屋销售、二手房销售、失业救济申请及二季度GDP终值 [11][16]