Dell Technologies Stock (DELL)

Well, the bell has now rung at last. Nvidia ( NVDA ) reported on Wednesday night and despite easily beating expectations for both results and guidance, sold off fairly hard. The stock gave up 5.5% during the regular sess…

Happy holiday week folks, and let’s remember trading volumes are going to thin out as we move through the week. Even so, as we discussed in the Pro Portfolio’s Weekly Roundup on Friday, Tuesday and Wednesday will be a ta…

* This is nearly my 50th 'More Tales From Nvidia.' * In looking at the share prices of DELL , HPQ (and even NVDA ) ... some of my AI concerns are beginning to be reflected in their share prices. https://www.twitter.com/M…

Now let’s turn to Dell’s DELL comments on its earnings call about AI servers and related equipment and see what it means not only for companies like Nvidia NVDA but also those that serve other aspects of digital infrastr…

As part of their quarterly results last night, both Dell DELL and HP HPQ shared their insights on the PC market. We’re interested in the PC upgrade cycle as it relates to AI PCs given one of the Portfolio’s holdings. Del…