We update our global servers TAM across: (1) ASIC AI server TAM, (2) AI training servers - full rack / high power, (3) AI inferencing servers, (4) general servers, (5) HPC servers, and (6) leading US and China cloud capex. With better visibility, we introduce our server forecasts for 2027E, and raise our volume estimates for high power AI servers and inferencing AI servers (Exhibit 9). Our global AI server volume outlook implies demand for 10m/ 14m/ 17m AI chips in 2025-27E, with a rising ASIC shipment cont ...

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 ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Jordan - SVP & CFO - AmericasPatrick Zammit - CEO & DirectorMarshall Witt - Chief Financial OfficerMaya Neuman - Equity Research AssociateDavid Paige - AVP - Equity ResearchMike Ng - MD - Global Investment ResearchConference Call ParticipantsKeith Housum - MD & Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYN ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Paige - Equity Research AVPPatrick Zammit - CEOMarshall Witt - CFODavid Jordan - CFO and Head of Investor RelationsConference Call ParticipantsMike Ng - Equity Research AnalystNone - AnalystKeith Housum - Senior Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. Today ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Paige - Equity Research AVPPatrick Zammit - CEOMarshall Witt - CFODavid Jordan - CFO and Head of Investor RelationsConference Call ParticipantsMichael Ng - Equity Research AnalystNone - AnalystKeith Housum - Senior Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. To ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Speaker1Good morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. Today's call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. At this time, for opening remarks, I would like to pass the call over to David Jo ...

CHONGQING, CHINA - MAY 06: In this photo illustration, the logo of Pinterest, Inc. is displayed on a smartphone screen, with the company's iconic red branding visible in the background, on May 06, 2025, in Chongqing, China. Pinterest is an American image-sharing and social media platform designed to enable the discovery and saving of ideas through visual content. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesPinterest stock (NASDAQ: PINS) fell 6% on September 24, dropping below its 100-day movin ...

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 ...

The market is starting to understand the HBM is absolutely critical to the infrastructure build that we've got, but still such a high bar for Micron. What is your reaction and interpretation of those numbers. I thought they were incredible because I had, you know, consensus estimates kind of in my mind whenever I was looking at this stock.Now, the other thing that is missing from this equation is it's run up tremendously in the recent past. So I think there is a little but maybe some of the traders that are ...

公司概况 - 市值达261亿美元 是一家提供个人计算、打印、3D打印、混合办公、游戏及相关技术的头部企业[1] - 公司1939年成立 总部位于加州帕洛阿尔托 业务分为个人系统、打印和企业投资三大板块[1] - 属于大盘股范畴 在计算机硬件行业具有显著规模和影响力[2] 业务优势 - 拥有强大品牌认知度和广泛的全球业务布局[2] - 产品组合覆盖PC、打印机及3D打印等新兴领域[2] - 通过重大研发投入和创新聚焦保持竞争力 特别是在AI电脑和混合办公解决方案领域[2] 股价表现 - 较2024年11月25日52周高点39.79美元下跌29.7%[3] - 过去三个月上涨13.1% 跑赢纳斯达克综合指数同期12.6%的涨幅[3] - 年内下跌14.3% 落后于纳斯达克指数14.7%的涨幅[4] - 52周累计下跌15.5% 同期指数上涨26%[4] 技术指标 - 自12月以来持续低于200日移动平均线[4] - 8月初以来始终位于50日移动平均线上方[4] 市场动态 - 9月10日因Evercore ISI将评级从"跑赢大盘"下调至"中性" 股价下跌超2%[5] - 评级调整反映对相对同行上行空间有限及PC/打印市场需求疲软的担忧[5] - 竞争对手戴尔科技同期52周上涨11.5% 年内上涨8.5% 表现优于惠普[5] 分析师观点 - 15位覆盖该股的分析师共识评级为"持有"[6] - 平均目标价28.3美元 较当前价位仅存在1.2%上行空间[6]