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Dell Technologies Inc. Class C Common Stock (NY:DELL)

127.62 +1.74 (+1.38%)

Streaming Delayed Price Updated: 12:55 PM EST, Jan 2, 2026 Add to My Watchlist

Headline News about Dell Technologies Inc. Class C Common Stock

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The AI Memory Supercycle: Why 2026 is the Year the 'Sold-Out' Sign Became Permanent for Micron

Today 12:08 EST

As the calendar turns to January 2, 2026, the semiconductor industry is no longer defined by the boom-and-bust cycles of the past. Instead, a "structural reset" has taken hold, driven by the insatiable...

Via MarketMinute

Bernstein SocGen Group Catapults Micron Target to $330 as AI 'Supercycle' Enters High Gear for 2026

Today 11:34 EST

In a bold signal that the semiconductor industry’s most volatile sector has reached a new era of stability and growth, Bernstein SocGen Group has dramatically raised its price target for Micron...

Via MarketMinute

The Hard Asset Hegemony: Why Inflation Trades are Dominating the 2026 Market Landscape

Today 10:28 EST

As the calendar turns to January 2, 2026, the global financial markets are grappling with a reality few predicted during the "soft landing" optimism of years past: the "inflation trade" is not only...

Via MarketMinute

Valuation vs. Innovation: Raymond James Resumes Apple Coverage with a Cautious Stance for 2026

Today 10:06 EST

As the financial markets opened for the first trading days of 2026, the world’s most valuable company found itself under a familiar analytical microscope with a new, sober perspective. Raymond James...

Via MarketMinute

Pure Storage (PSTG): The Architecture of the AI Factory and the Future of the All-Flash Data Center

Today 10:04 EST

As the "First Wave" of Artificial Intelligence infrastructure—dominated by raw compute and high-bandwidth memory—matures, the market is turning its attention to the "Second Wave": data gravity. At the...

Via PredictStreet

Windows Reborn: Microsoft Moves Copilot into the Kernel, Launching the Era of the AI-Native OS

January 01, 2026

As of January 1, 2026, the computing landscape has reached a definitive tipping point. Microsoft (NASDAQ:MSFT) has officially begun the rollout of its most radical architectural shift in three decades:...

Via TokenRing AI

Colossus Rising: How xAI’s Memphis Supercomputer Redefined the Global Compute Race

January 01, 2026

As of January 1, 2026, the landscape of artificial intelligence has been irrevocably altered by a singular, monolithic achievement in hardware engineering: the xAI Colossus supercomputer. Situated in a...

Via TokenRing AI

Software Slaughter and Rate Anxiety: US Markets Braced for Volatility as Premarket Jitters Intensify

January 01, 2026

The U.S. equity markets are facing a turbulent opening bell as a "triple threat" of disappointing enterprise software earnings, surging Treasury yields, and persistent interest-rate anxiety dampens...

Via MarketMinute

The Liquid Cooling King: How Super Micro Computer Defied the Skeptics to Lead the AI Infrastructure Race into 2026

January 01, 2026

As we cross the threshold into 2026, the artificial intelligence landscape has shifted from a speculative gold rush into a period of industrial-scale implementation. At the heart of this transformation...

Via MarketMinute

The Architecture of AI: A Deep Dive into Super Micro Computer’s (SMCI) Resilience and Future

January 01, 2026

As we enter 2026, Super Micro Computer, Inc. (NASDAQ: SMCI) stands as one of the most resilient yet polarizing figures in the global technology infrastructure landscape. Once a niche player in the...

Via PredictStreet

The Memphis Powerhouse: How xAI’s 200,000-GPU ‘Colossus’ is Redefining the Global AI Arms Race

December 31, 2025

As of December 31, 2025, the artificial intelligence landscape has been fundamentally reshaped by a single industrial site in Memphis, Tennessee. Elon Musk’s xAI has officially reached a historic...

Via TokenRing AI

The 1,400W Barrier: Why Liquid Cooling is Now Mandatory for Next-Gen AI Data Centers

December 31, 2025

The semiconductor industry has officially collided with a thermal wall that is fundamentally reshaping the global data center landscape. As of late 2025, the release of next-generation AI accelerators,...

Via TokenRing AI

NVIDIA’s Second Wind: H200 Supply Surge and Blackwell Backlog Fuel 2026 Momentum

December 31, 2025

As 2025 draws to a close, NVIDIA (NASDAQ:NVDA) is defying the traditional product lifecycle by securing a massive second wave of demand for its "legacy" Hopper architecture. While the market’s...

Via MarketMinute

Musk’s xAI Hits $200 Billion Valuation in Historic $10 Billion Round Fueled by Middle Eastern Capital

December 30, 2025

In a move that has fundamentally reshaped the competitive landscape of the artificial intelligence industry, Elon Musk’s xAI has officially closed a staggering $10 billion funding round, catapulting...

Via TokenRing AI

The Resilience Revolution: Commvault Emerges as the Analyst Favorite in the High-Stakes Battle for Data Security

December 30, 2025

As 2025 draws to a close, the narrative surrounding data management has shifted from simple storage to mission-critical "cyber resilience." At the center of this transformation is Commvault Systems,...

Via MarketMinute

This Could Derail Intel's Comeback in 2026 ↗

December 30, 2025

Memory chip prices are a huge problem for the PC industry.

Via The Motley Fool

1 Cash-Producing Stock on Our Watchlist and 2 That Underwhelm

December 29, 2025

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak...

Via StockStory

Super Micro Computer, Inc. (SMCI): The AI Infrastructure Giant Navigating the Edge of Innovation and Governance

December 29, 2025

As of December 29, 2025 Introduction In the rapidly evolving landscape of artificial intelligence (AI) infrastructure, few companies have experienced a more turbulent or high-stakes journey than Super...

Via PredictStreet

AI-Driven DRAM Shortage Intensifies as SK Hynix and Samsung Pivot to HBM4 Production

December 26, 2025

The explosive growth of generative artificial intelligence has triggered a massive structural shortage in the global DRAM market, with industry analysts warning that prices are likely to reach a...

Via TokenRing AI

The $1 Trillion Inflection: How Agentic AI is Set to Supercharge Cloud Giants in 2026

December 25, 2025

As 2025 draws to a close, the financial world is bracing for a historic milestone in the technology sector. For the first time, the global cloud computing market is projected to surpass the $1 trillion...

Via MarketMinute

Silicon Sovereignty: Texas Instruments’ Sherman Mega-Site Commences Production, Reshaping the Global AI Hardware Supply Chain

December 24, 2025

SHERMAN, Texas – In a landmark moment for American industrial policy and the global semiconductor landscape, Texas Instruments (Nasdaq: TXN) officially commenced volume production at its first 300mm...

Via TokenRing AI

Micron Technology (MU) Hits Fresh Records Fueled by AI Memory Crunch and Blowout Guidance

December 24, 2025

Micron Technology (NASDAQ: MU) has officially entered a new era of market dominance, with its stock price hitting a fresh all-time high of $289.30 this week. The surge comes on the back of a "blowout"...

Via MarketMinute

Micron Stock Hits Record High Before Christmas — Futurum Equities Says Market Is Repricing Firm Toward Durable AI Margins ↗

December 24, 2025

The record high comes as investors reassess Micron’s positioning in the AI-driven memory market.

Via Stocktwits

The End of Air Cooling? Liquid Cooling Becomes Mandatory for AI Data Centers

December 24, 2025

As of late 2025, the data center industry has reached a definitive "thermal tipping point." The era of massive fans and giant air conditioning units keeping the world’s servers cool is rapidly drawing...

Via TokenRing AI

The AI PC Revolution: NPUs and On-Device LLMs Take Center Stage

December 24, 2025

The landscape of personal computing has undergone a seismic shift as CES 2025 draws to a close, marking the definitive arrival of the "AI PC." What was once a buzzword in 2024 has become the industry's...

Via TokenRing AI

Forget Nebius Group Stock: This Quiet AI Leader Looks Like the Smarter Buy Today ↗

December 24, 2025

The AI data center operator's stock has been on fire in 2025, but a few concerns could weigh on it next year.

Via The Motley Fool

The HBM Gold Rush: Samsung and SK Hynix Pivot to HBM4 as Prices Soar

December 24, 2025

As 2025 draws to a close, the semiconductor landscape has been fundamentally reshaped by an insatiable hunger for artificial intelligence. What began as a surge in demand for GPUs has evolved into a...

Via TokenRing AI

Hardware & Infrastructure Q3 Earnings: IonQ (NYSE:IONQ) Simply the Best

December 23, 2025

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the hardware & infrastructure stocks, including IonQ (NYSE:IONQ) and its peers.

Via StockStory

Why a Fund Trimmed an $18 Million Stake in Primo Brands Amid a 47% Stock Drop ↗

December 23, 2025

With shares battered and leverage rising, this quiet trim raises a sharper question about how much patience investors should have left.

Via The Motley Fool

Lantheus Exit: $28 Million Sale Comes as Earnings Fall 77% Year Over Year ↗

December 23, 2025

The move suggests that shrinking margins, leadership turnover, and a shifting product mix are quietly reshaping the Lantheus investment case.

Via The Motley Fool

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