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Could You Have Seen The Run In Western Digital Stock Coming?
07.10.2026 14:15
Shares of Western Digital (WDC) returned 214.3% over the twelve months ending October 6, 2026. By comparison, the S&P 500 gained 17.8% over the same period. News reports published during the rally noted that artificial intelligence companies needed immense amounts of data storage, giving Western Digital the leverage to charge more for its hard disk drives. So how much of this could investors see before October 2025.
Should You Buy, Sell or Hold SMCI Stock at a P/S Valuation of 0.41X?
07.10.2026 13:10
Super Micro Computer's discounted valuation, AI infrastructure demand, modular systems and liquid cooling support its long-term growth case despite key risks.
adapfin Appoints Michael Day as Chief Financial Officer
07.10.2026 13:00
Veteran finance executive brings enterprise financial leadership, fundraising experience, and a track record supporting two successful exits Michael Day Pictured - Michael Day, CFO, adapfin Technologies CHESTERBROOK, Pa., Oct. 07, 2026 (GLOBE NEWSWIRE) -- adapfin today announced the appointment of Michael Day as Chief Financial Officer, strengthening its executive leadership team and advancing the financial management, capital strategy, and operating discipline needed to support the company’s gr
NTT DATA Opens AI Factory Munich Where Clients Can Validate their AI in a Live Environment
07.10.2026 13:00
MUNICH, October 07, 2026--NTT DATA, a global leader in AI, digital business and technology services, today opened the NTT DATA AI Factory Munich, a real-world environment where clients can test how their AI applications will perform at scale before they invest in broad deployments. Unlike a traditional AI demonstration or innovation lab, the AI Factory Munich operates within a live data center environment (NTT Global Data Centers' Munich 2 Data Center), allowing clients to evaluate AI workloads
Jim Cramer Says He Prefers This “Monster” Stock Over Super Micro (SMCI)
07.10.2026 08:47
Starting the lightning round of Mad Money on September 28, a caller inquired about Super Micro Computer, Inc. (NASDAQ:SMCI), and Jim Cramer replied: Okay, Super Micro is an inexpensive company; it looks like it. But I’d rather tell you I think there’s major structural problems internally in that. That’s why I like Dell, which has […]
What Was Seagate Telling You Before Its Stock Ran?
05.10.2026 16:01
Seagate Technology (STX) stock returned 232.5% in the twelve months that ended on October 2, 2026, against 16.4% for the S&P 500. The run turned out to be about AI. Cloud companies building data centers needed far more storage, and Seagate had fewer hard disks to sell than its customers wanted. So how long before the run was Seagate's management pointing to those cloud customers.
What Could Arista Networks Stock Be Worth In Three Years?
05.10.2026 15:42
Arista Networks (ANET) stock has returned 64% over the past six months, against 17.2% for the S&P 500. After that run, buyers pay 64.5 times trailing earnings. The stock's own three-year average is 48.1 (quarter-end readings; those above 100 left out). So how much higher could the shares be three years from now, starting from a P/E this far above its own average.
Quantum Technology Market Report 2026: Global Size, Share, Trends, and Forecast to 2030 | Capture $5.41B as Microsoft, IBM, AWS, Huawei, and Intel Scale Quantum Security
05.10.2026 13:32
Players: Huawei, Samsung, Microsoft, Dell, AWS. Profiled: quantum hardware, software, services, applications, segments, regional shares, trends and opportunities.Dublin, Oct. 05, 2026 (GLOBE NEWSWIRE) -- "Quantum Technology Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global quantum technology market is experiencing rapid expansion as governments, enterprises and research institutions increase investment in quantum computing, communication, sensing and cybersecuri
Integrated Systems Market Report 2026: Global Size, Share, Trends and Forecast to 2030 | Capitalize on AI and Hybrid Cloud: Microsoft, Dell, Amazon, Cisco, and IBM Scale HCI
05.10.2026 13:22
Boost ROI via scalable cloud systems, AI workload optimization, centralized management, modular upgrades, and local sourcing to cut costs and improve efficiencyDublin, Oct. 05, 2026 (GLOBE NEWSWIRE) -- "Integrated Systems Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global integrated systems market is experiencing rapid expansion as enterprises increase investments in unified, scalable and centrally managed IT infrastructure. The market is projected to grow from $
What Needs To Be True To Buy Super Micro Computer Stock?
05.10.2026 13:21
Super Micro Computer (SMCI) stock trades at 12.0 times earnings, against 21.5 for the S&P 500. Management expects sales of $65 billion to $72 billion in fiscal 2027, far above the $39.1 billion of the last twelve months. Buyers may be betting on that forecast. So, are those sales arriving when management says they will.
Dell Technologies (DELL) Joined A $15 Billion AI Data Center Project In Japan
03.10.2026 12:07
Dell Technologies (NYSE:DELL) joined a planned $15b AI data center initiative in Japan focused on power hungry AI infrastructure. The Japanese project is intended to support large scale AI workloads by pairing new data facilities with dedicated power supply capacity. Dell also introduced rugged laptops with on device AI features and added security aimed at field and mission critical use cases. The $15b Japan AI data center partnership and rugged AI laptops only capture part of what is...
IRS Chief Frank Bisignano Says Trump Accounts Could Reach 70 Million Auto-Enrolled Children by October: Here’s How the Program Is Growing
03.10.2026 04:23
Frank Bisignano says Trump Accounts will hit 70 million auto-enrollments by mid-October, with 25 million already funded.
Dell (DELL) Is Riding the AI Boom. Does it Finally Have a Moat?
03.10.2026 02:25
Dell Technologies Inc. (NYSE:DELL) is having a remarkable year. The stock has galloped up more than 4 times since the end of February, yet the stock trades at just 21.3x forward earnings. Revenue is expected to surge by 69% this year before growing another 20% next year. Those numbers make Dell look increasingly like an […]
How much DELL stock does founder & CEO Michael Dell actually own?
02.10.2026 00:48
The tech giant’s longtime CEO holds a massive stake in the company he founded, adding more than $101 billion to his wealth in 2026.
Why Is Dell Technologies (DELL) Up 9.3% Since Last Earnings Report?
01.10.2026 14:30
Dell Technologies (DELL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Dell Joins $15 Billion Japan AI Data Center Project as AI Infrastructure Spending Keeps Surging
01.10.2026 14:19
Dell Technologies Inc. (NYSE:DELL) is joining a more than $15 billion AI data center plan in Japan designed to sidestep one of the biggest constraints on the AI buildout: getting enough electricity to computing infrastructure quickly. Japan’s JERA, Dell and...
Penguin Solutions' AI Backlog Grows: Is Future Sales Taking Shape?
01.10.2026 14:07
PENG's growing AI backlog, new bookings and higher fiscal 2026 sales outlook sharpen visibility into potential future revenues.
Top Big Data Stocks to Tap the Growing AI Analytics Opportunity
01.10.2026 12:25
NVIDIA, Palantir and Dell are expanding AI infrastructure and data tools as Big Data demand grows across industries.
Where Will Dell Technologies Be in 3 Years?
30.09.2026 12:36
Dell Technologies can become a multibagger over the next three years.
2 Unpopular Stocks That Should Get More Attention and 1 We Brush Off
30.09.2026 11:49
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.