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Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next

Dell reported blowout fiscal first quarter results on Thursday thanks to booming AI server demand, leading many analysts to raise their price targets. Dell Technologies delivered record results for its fiscal first quarter on Thursday, largely due to unexpectedly strong traction in its artificial intelligence-linked server business. Continue Reading with CNBC-TV18 Access Membership Priority Access … Read more

This AI dark horse sector keeps winning. Stick with the trade, analyst says

The story for this sector is that ‘winners keep winning,’ Wolfe analyst Steve Fleishman said. Investors should continue favoring the winning stocks within the utilities sector, despite the recent cool-off in the rally, according to Wolfe Research. Continue Reading with CNBC-TV18 Access Membership Priority Access and Networking: CNBC-TV18’s flagship events Interaction with CNBC-TV18’s journalists Webinars … Read more

Chinese stocks are about to get a big AI boost, Morgan Stanley predicts

The investment bank also raised its price targets on two Chinese companies that develop artificial intelligence models. More than $1 billion is poised to flow into the underperforming Hang Seng Tech Index, thanks to the upcoming inclusion of two Chinese artificial intelligence companies, according to Morgan Stanley. Continue Reading with CNBC-TV18 Access Membership Priority Access … Read more

Amazon posted a blowout quarter. Why the Street says this is only the start of the stock’s strong run

“AMZN is adding the most AI capacity of any company over the next few years, and as the coming wave of Agentic AI products take form, all roads lead to AWS,” one analyst said. Amazon.com posted impressive earnings results Wednesday, and Wall Street is betting that the print only marks the beginning of a much … Read more

From AI shopping to video, Alibaba is making the investments analysts want to see

The Chinese tech company’s shares are on track for their best month since January. Alibaba shares have accelerated their gains this month as the Chinese e-commerce giant has released a succession of new artificial intelligence models. Continue Reading with CNBC-TV18 Access Membership Priority Access and Networking: CNBC-TV18’s flagship events Interaction with CNBC-TV18’s journalists Webinars & … Read more

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