U.S. stock futures fell on Monday following Friday’s positive moves. Futures of major benchmark indices were lower.On Sunday, President Donald Trump said media mogul Lachlan Murdoch and tech leaders Oracle Corp.‘s ORCL co-founder Larry Ellison and Dell Technologies Inc.‘s DELL CEO Michael Dell will take part as investors in a proposed deal to transfer TikTok‘s U.S. operations from Chinese parent ByteDance to American ownership. Speaking on Fox News’ Sunday Briefing, Trump praised the group and called them “ ...

President Trump said Sunday that Lachlan Murdoch, the head of Fox Corp. and sister media company News Corp, could be included in a group of US investors that includes tech moguls Larry Ellison and Michael Dell that would buy a controlling stake in TikTok’s US operations. “I think they’re going to be in the group,” the president said in an interview with Fox News’ “The Sunday Briefing that was recorded Friday and aired Sunday. “A couple of others. Really great people, very prominent people. And they’re also ...

​Dell Technologies Inc. (NYSE:DELL) is one of the Tech Stocks to Buy with the Lowest P/E Ratios. On September 8, Amit Daryanani from Evercore ISI reiterated a Buy rating on Dell Technologies Inc. (NYSE:DELL) with a price target of $160. The analyst highlighted that the company’s financial outlook remains stable despite the recent resignation of CFO Yvonne McGill. The company notified that no changes have been made to the targets or the capital allocation plans. The analyst notes that this has reassured in ...

中经记者李昆昆李正豪北京报道 近日，有消息称，美国电脑制造商戴尔科技在全球启动裁员计划，中国区域主要涉及上海和厦门的 EMC存储部门及客户端解决方案集团（CSG）。 面对裁员传闻，戴尔方面于日前回应称："公司一直在评估自身的业务发展状况，通过对市场、销售等 业务流程的重组和其他一系列举措，我们持续优化运营管理，并确保能够为客户创造价值和提供最佳创 新和服务。" 《中国经营报》记者就相关问题联系采访戴尔方面，截至发稿，对方尚未回应。 市场份额下滑 据媒体报道，有知情人士透露，这是戴尔近几个月来的第三轮裁员，此前两轮的离职日期分别为8月15 日和9月12日。 成立于1984年的戴尔，可以说坚持40年聚焦PC行业不动摇，并于1998年这个关键时机进入最有发展潜 力的中国市场，并快速利用先进的商业模式取得了品牌和业绩的长红。同时借助中国市场和人才，成为 PC业务的效率标杆，推动戴尔在2001年至2005年曾连续多年保持全球PC市场份额第一。 在此后的很长一段时间里，联想和戴尔都稳坐第一、第二的市占率，剩下的品牌则争夺第三的位置。在 售后、外观设计、体验等方面，戴尔一直都表现突出。 但近些年来，其市场份额有所下滑，特别 ...

Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines This Week. On September 16, Bernstein initiated the stock as “Outperform” stating the stock is best positioned for growth. Apple, Dell, and HP Enterprise were all in focus on Tuesday as Bernstein noted that artificial intelligence should provide long-term benefits to the sector. “Although near-term concerns of an AI-bubble persist, we see significant upside in the long-term for IT hardware,” analysts at the firm wrote. “While the ...

Artificial intelligence reigns over Wall Street these days. Here's a list of names to play because of all the spending on data centers. ...

格隆汇9月17日｜巴克莱：将戴尔(DELL.US)目标价上调至133美元，此前为131美元。 ...

投资评级 - 增持（维持） [1] 核心观点 - AI服务器收入及订单强劲增长，PC换机周期利好CSG业务 [1] - FY2026 Q2营业收入297.8亿美元，同比增长19%，主要受AI服务器出货量增加驱动 [4] - ISG业务收入168亿美元，同比增长44%，其中服务器及网络设备收入129亿美元，同比增长69% [5] - AI解决方案金额26财年上半年达100亿美元，超过25财年全年，Q2 AI服务器订单需求56亿美元，积压订单量达117亿美元 [5] - PC设备更新换代周期推进，预计消费级PC业务将实现温和增长 [6] 财务业绩 - FY2026 Q2营业利润17.7亿美元，同比增长27%，Non-GAAP营业利润22.8亿美元，同比增长10% [4] - Non-GAAP净利润15.9亿美元，同比增长13%，稀释每股收益1.7美元/股，同比增长38% [4] - 经营活动产生现金流25亿美元 [4] - CSG业务收入125亿美元，同比增长1%，营业利润8.0亿美元，环比增长23% [5] - 预计FY2026/FY2027/FY2028营业收入1074.54/1154.35/1227.83亿美元，同比增长12.4%/7.4%/6.4% [7] - 预计归母净利润52.24/57.77/66.99亿美元，同比增长13.8%/10.6%/16.0% [7] - 戴尔目前盈利预测对应PE为16.43x/14.86x/12.82x [7] 业务分部表现 - ISG业务服务器及网络设备收入129亿美元，同比增长69%，存储收入39亿美元，同比下降3% [5] - ISG业务营业利润14.7亿美元，同比增长14.0%，环比增长47% [5] - CSG业务商业收入108亿美元，同比增长2%，消费者业务收入17亿美元，同比下降7% [5] - 中小企业市场需求强劲增长，推动CSG业务盈利能力提升 [6] 增长驱动因素 - AI服务器出货量26财年指引达200亿美元，同比增长104% [5] - 首次向CoreWeave交付英伟达GB300 NVL72解决方案 [5] - 公司推出商用PC，专为抢占入门级商用PC市场设计 [6]

Key TakeawaysDrugmakers have collectively pledged over $350 billion in U.S. investments, with Eli Lilly and Company (LLY) leading with a $5 billion manufacturing plant in Virginia, in response to potential tariff threats.Mitsubishi Corporation (8058.T) and its partners, Anglo American (AAL) and Codelco, finalized a joint mine plan for Chilean copper operations, projecting a $5 billion pre-tax value uplift and an additional 120,000 tonnes of copper production annually.Asia-Pacific stock markets opened lower, ...

Key Takeaways Dell's ISG hit $16.8B in Q2 revenue, up 44% year over year with sustained double-digit growth. Dell raised full-year AI server shipment guidance to $20B after $8.2B in Q2 sales. Dell AI Factory with Nvidia boosts infrastructure, data tools, and adoption. Dell Technologies (DELL) is benefiting from the surging demand for AI infrastructure, which has become a key catalyst for the accelerated growth of its Infrastructure Solutions Group (ISG). In the second quarter of fiscal 2026, ISG achieved re ...