The post Dell’s AI Servers Put Hardware in Charge of the S&P Rally appeared on BitcoinEthereumNews.com.
AI is no longer a software-only story. The biggest upside surprises in 2026 have come from the hardware layer that powers training and inference in data centers. Dell’s blowout quarter and guidance upgrade reset expectations across the supply chain and helped pull the S&P 500 to fresh highs. This piece breaks down what Dell actually reported, why servers are steering index performance, how to evaluate the economics of AI infrastructure vendors, and what could derail the narrative. You’ll also get a practical checklist for tracking the cycle and common pitfalls to avoid. Nothing here is investment advice. Markets are volatile and hardware cycles can turn quickly. Quick Answer Hardware stocks are driving the S&P 500 because hyperscaler and enterprise demand for AI-capable servers has surged, turning OEMs and component suppliers into the market’s earnings leaders. Dell raised full-year
The post 5 Must-Watch Stocks for the Coming Week: Nvidia (NVDA), Dell (DELL), CrowdStrike (CRWD), Rocket Lab (RKLB), and Palantir (PLTR) appeared on BitcoinEthereumNews.com.
Key Takeaways Nvidia (NVDA) continues dominating the AI semiconductor space with accelerating Blackwell chip demand Dell Technologies (DELL) posted exceptional results driven by massive AI server order volumes and upgraded forecasts CrowdStrike (CRWD) capitalizes on expanding market for AI-enhanced cybersecurity solutions Rocket Lab (RKLB) diversifies operations across launches, satellite production, defense contracts, and space systems Palantir (PLTR) gains traction with its AI Platform implementation, despite divided analyst sentiment on pricing As markets prepare for the week ahead, these five equities are commanding the greatest investor focus, each backed by compelling catalysts and sector momentum. Nvidia (NVDA) Nvidia continues commanding attention as the dominant force in artificial intelligence semiconduct
The post Nvidia (NVDA) and Microsoft Partner on AI-Powered Windows PCs Set for Next Week Debut appeared on BitcoinEthereumNews.com.
Key Takeaways Nvidia and Microsoft are set to introduce Windows PCs featuring Nvidia processors as early as next week. The announcement coincides with Taiwan’s Computex trade show and Microsoft’s Build developer conference in San Francisco. Dell and Microsoft’s Surface lineup are anticipated to be among the initial manufacturers offering these Nvidia-based systems. Microsoft plans to introduce software enabling AI agents to execute tasks locally on Windows platforms. NVDA shares finished Friday’s session at $211.14, declining 1.45%. A partnership between Nvidia and Microsoft is poised to introduce Windows-based PCs utilizing Nvidia processors as the core processing unit as soon as next week, based on reporting from Axios. Axios reports $NVDA and Microsoft $MSFT are expected to unveil the first Windows computers using Nvidia chips as the main processor. The
The post Dell (DELL) Stock Explodes 32% After Historic AI Server Revenue Surge appeared on BitcoinEthereumNews.com.
Key Takeaways Dell (DELL) shares rocketed more than 32% following first quarter FY2027 results showing revenue of $43.8 billion, an 88% year-over-year increase Earnings per share reached $4.86, significantly exceeding the Wall Street consensus of $2.96 by $1.90 AI server revenue skyrocketed 757% to reach $16.1 billion, while the company secured $24.4 billion in AI-related orders during the quarter Full-year FY2027 revenue projections increased to $165–$169 billion, a substantial jump from earlier expectations around $140 billion Analyst price targets surged across the board, with JPMorgan setting a $500 target and Loop Capital reaching as high as $550 Dell Technologies (DELL) experienced a spectacular rally on Friday, climbing over 32% to close at $420.91, following the release of fiscal 2027 first quarter earnings that significantly exceeded analyst expectations across v
Nvidia's strategic focus on Taiwan and AI advancements could significantly impact global tech supply chains and boost AI-related markets.
The post Nvidia CEO Jensen Huang hints at new hardware announcement in Taipei appeared first on Crypto Briefing.
Chipmaker Groq is looking to raise $650 million in internal funding as it pivots from hardware to focus more on AI inference, the process of refining the way AI models respond to prompted requests, per Axios.
NVIDIA $81.6B quarter and Dell's $51.3B AI backlog frame a breadth test as 61% of S&P 500 trades above 50-DMA. Can hardware momentum keep SPX climbing?
