Lenovo’s 43% Revenue Surge on AI Boom Lifts Dell and HP Stocks
World’s largest PC maker reports $26.94B revenue, beating forecasts. AI drives 60% growth and $54B server pipeline. Stocks of Dell and HP rise.
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Bitdeer Gets “Thesis-Changing” Upgrade After $4.7B Norway AI Colocation Deal
Cantor Fitzgerald upgrades Bitdeer to Overweight on its first major AI colocation deal worth up to $8B.
Evercore ISI Boosts Dell Price Target to $500, Cites Diversifying AI Demand
Stronger AI server demand, NVIDIA integration, and enterprise focus drive optimism amid supply constraints.
Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
AI Powers Dell to Fastest Growth Since 2018 — Q1 Revenue Up 88%, Guidance Raised
Dell crushed Q1 expectations with $43.8B revenue (+88% YoY) and $4.86 adjusted EPS. AI server revenue exploded 757% to $16.1B. Full-year guidance raised sharply — stock surges.